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Institutional Ownership · SEC Form 13F

13F Institutional Holdings


What institutional managers own, and how it is changing, from SEC Form 13F-HR filings. New to 13F?

8,647
Funds tracked
2026-Q1
Most recent complete quarter
$67.0T
Combined reported 13F value (tracked funds, 2026-Q1)

Figures as of the 2026-Q1 13F filings.

Featured filers

Biggest funds by reported 13F value

Reported 13F value — not AUM. 13F value covers long US-listed equity positions only; it excludes short positions, cash, non-US and private holdings.

#FundPositionsReported valueQuarter
1BlackRock, Inc.5,247$5.3T2026-Q1
2VANGUARD CAPITAL MANAGEMENT LLC4,003$4.0T2026-Q1
3STATE STREET CORP4,019$2.9T2026-Q1
4VANGUARD PORTFOLIO MANAGEMENT LLC3,049$1.9T2026-Q1
5FMR LLC5,046$1.9T2026-Q1
6MORGAN STANLEY7,808$1.7T2026-Q1
7GEODE CAPITAL MANAGEMENT, LLC4,446$1.6T2026-Q1
8JPMORGAN CHASE & CO6,206$1.5T2026-Q1
9BANK OF AMERICA CORP /DE/5,394$1.4T2026-Q1
10D. E. Shaw & Co., Inc.3,114$1.3T2026-Q1
11MILLENNIUM MANAGEMENT LLC3,746$1.3T2026-Q1
12PRICE T ROWE ASSOCIATES INC /MD/3,055$862.7B2026-Q1
13GOLDMAN SACHS GROUP INC5,263$760.5B2026-Q1
14NORTHERN TRUST CORP4,321$756.4B2026-Q1
15Capital World Investors602$732.8B2026-Q1
16NORGES BANK1,716$712.4B2026-Q1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,415$654.4B2026-Q1
18TWO SIGMA INVESTMENTS, LP3,635$649.8B2026-Q1
19Capital Research Global Investors450$644.6B2026-Q1
20Invesco Ltd.3,616$639.3B2026-Q1
21Point72 Asset Management, L.P.2,330$574.3B2026-Q1
22UBS Group AG8,573$563.0B2026-Q1
23CITADEL ADVISORS LLC5,925$548.0B2026-Q1
24Bank of New York Mellon Corp3,998$543.5B2026-Q1
25WELLINGTON MANAGEMENT GROUP LLP1,750$533.8B2026-Q1
26ROYAL BANK OF CANADA6,640$527.0B2026-Q1
27WELLS FARGO & COMPANY/MN6,339$500.0B2026-Q1
28DIMENSIONAL FUND ADVISORS LP3,158$481.4B2026-Q1
29UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC3,730$480.7B2026-Q1
30Legal & General Group Plc3,311$432.1B2026-Q1
31AMERIPRISE FINANCIAL INC3,859$430.3B2026-Q1
32Capital International Investors432$426.5B2026-Q1
33FRANKLIN RESOURCES INC2,989$405.5B2026-Q1
34VANGUARD FIDUCIARY TRUST CO4,003$396.1B2026-Q1
35LPL Financial LLC5,553$376.1B2026-Q1
36ENVESTNET ASSET MANAGEMENT INC4,536$373.6B2026-Q1
37Nuveen, LLC3,136$368.7B2026-Q1
38Amundi1,942$367.1B2026-Q1
39RAYMOND JAMES FINANCIAL INC4,960$324.1B2026-Q1
40ALLIANCEBERNSTEIN L.P.3,179$308.8B2026-Q1
41DEUTSCHE BANK AG\3,455$302.3B2026-Q1
42MASSACHUSETTS FINANCIAL SERVICES CO /MA/938$297.2B2026-Q1
43Fisher Asset Management, LLC1,008$294.9B2026-Q1
44BARCLAYS PLC4,138$279.7B2026-Q1
45BERKSHIRE HATHAWAY INC26$263.1B2026-Q1
46BANK OF MONTREAL /CAN/3,037$242.7B2026-Q1
47AQR CAPITAL MANAGEMENT LLC3,668$217.9B2026-Q1
48JONES FINANCIAL COMPANIES LLLP4,593$208.1B2026-Q1
49JANUS HENDERSON GROUP PLC2,362$201.7B2026-Q1
50AMERICAN CENTURY COMPANIES INC2,785$193.6B2026-Q1
No funds match your filter.

Notable moves

Names where the tracked-fund universe broadened or narrowed between 2025-Q4 and 2026-Q1, by change in the number of funds holding each. Holder counts are split-invariant, so a stock split never reads as a wave of new buying.

In 2026-Q1, AZN drew the most new institutional holders (+1262 funds) and AZNN was left by the most funds (−1293) among the funds we track. This describes the change in how many funds hold each name — not a view on the stock.

Broadening ownership

  • AZN1262 more funds
  • VSNT778 more funds
  • SNDK437 more funds
  • SUNB405 more funds
  • WAT360 more funds
  • GLW332 more funds
  • LITE325 more funds
  • MU293 more funds

Narrowing ownership

  • AZNN1293 fewer funds
  • EXAS701 fewer funds
  • CYBR676 fewer funds
  • CMA567 fewer funds
  • DAY453 fewer funds
  • SYU1450 fewer funds
  • CFLT422 fewer funds
  • CADE412 fewer funds