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Institutional Ownership · SEC Form 13F

Who owns ACWI (ACWI)


Which tracked institutional funds hold ACWI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ACWI company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

792
Institutional holders
86,426,990
Shares held (tracked funds)

How the tape is positioned

126 tracked funds added or opened ACWI while 178 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

ACWI’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.2pp gap the other way — the median holder sizes ACWI more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in ACWI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 792 tracked filers holding ACWI, 312 increased or opened the position and 323 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in ACWI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 27

  • CIBC Bancorp USA Inc.$96M
  • Nearwater Capital Markets, Ltd$89M
  • CAPITOLIS LIQUID GLOBAL MARKETS LLC$29M
  • Parkwood LLC$25M
  • Arlington Capital Management, Inc.$24M
  • Guardian Partners Inc.$23M

Full exits 40

  • CANADA LIFE ASSURANCE Co$66M
  • PRUDENTIAL FINANCIAL INC$21M
  • Janney Capital Management LLC$17M
  • CIBC WORLD MARKETS CORP$14M
  • COMERICA BANK$13M
  • Financial Management Professionals, Inc.$9M

Largest adds

  • MORGAN STANLEY$289M
  • NATIONAL BANK OF CANADA /FI/$175M
  • Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York$152M
  • Clal Insurance Enterprises Holdings Ltd$99M
  • CIBC WORLD MARKET INC.$73M
  • Metis Global Partners, LLC$69M

Largest trims

  • Mass General Brigham, Inc$360M
  • BNP PARIBAS FINANCIAL MARKETS$140M
  • GOLDMAN SACHS GROUP INC$65M
  • P/E Global LLC$50M
  • POLEN CAPITAL MANAGEMENT LLC$44M
  • BlackRock, Inc.$43M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added10,717,915$1.5B13.9%2026-Q1
Mass General Brigham, Inc trimmed2,153,477$293M2.8%2026-Q1
WELLS FARGO & COMPANY/MN added2,059,226$285M2.7%2026-Q1
Granger Management LLC1,858,121$257M2.4%2026-Q1
Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York added1,847,880$256M2.4%2026-Q1
JPMORGAN CHASE & CO added1,853,728$249M2.3%2026-Q1
Sageworth Trust Co added1,729,958$239M2.3%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed1,664,180$230M2.2%2026-Q1
NORTHERN TRUST CORP added1,548,820$214M2.0%2026-Q1
P/E Global LLC trimmed1,446,587$200M1.9%2026-Q1
Phoenix Financial Ltd. trimmed1,397,253$193M1.8%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added1,388,478$192M1.8%2026-Q1
BANK OF AMERICA CORP /DE/ added1,384,455$192M1.8%2026-Q1
PRUDENTIAL PLC added1,347,997$187M1.8%2026-Q1
ICONIQ Capital, LLC1,315,860$182M1.7%2026-Q1
NATIONAL BANK OF CANADA /FI/ added1,276,918$177M1.7%2026-Q1
Sequoia Financial Advisors, LLC trimmed1,197,896$166M1.6%2026-Q1
UBS Group AG trimmed1,149,459$159M1.5%2026-Q1
Allianz Asset Management GmbH trimmed1,045,428$145M1.4%2026-Q1
Bogart Wealth, LLC added1,031,925$143M1.3%2026-Q1
Clal Insurance Enterprises Holdings Ltd added921,500$128M1.2%2026-Q1
HF Capital, LLC added903,075$125M1.2%2026-Q1
COMMON FUND FOR NONPROFIT ORGANIZATIONS trimmed884,511$122M1.2%2026-Q1
GOLDMAN SACHS GROUP INC trimmed884,006$122M1.2%2026-Q1
BANK OF MONTREAL /CAN/ added845,846$117M1.1%2026-Q1
DIMENSION CAPITAL MANAGEMENT LLC trimmed840,939$116M1.1%2026-Q1
EVOKE WEALTH, LLC trimmed794,905$110M1.0%2026-Q1
CAPITAL ADVISORS INC/OK added792,656$110M1.0%2026-Q1
IEQ CAPITAL, LLC added770,683$107M1.0%2026-Q1
Corient Private Wealth LLC trimmed793,582$106M1.0%2026-Q1
CIBC Bancorp USA Inc. new695,552$96M0.9%2026-Q1
BROWN ADVISORY INC trimmed692,578$96M0.9%2026-Q1
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. added679,655$93M0.9%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP added656,890$91M0.9%2026-Q1
Mirae Asset Global Investments Co., Ltd. added651,110$90M0.8%2026-Q1
Nearwater Capital Markets, Ltd new641,700$89M0.8%2026-Q1
LOWE BROCKENBROUGH & CO INC trimmed641,227$89M0.8%2026-Q1
BlackRock, Inc. trimmed637,535$88M0.8%2026-Q1
ALLIANCEBERNSTEIN L.P. added619,328$88M0.8%2026-Q1
HSBC HOLDINGS PLC trimmed632,015$87M0.8%2026-Q1
OVERSEA-CHINESE BANKING Corp Ltd added612,814$85M0.8%2026-Q1
Verger Capital Management LLC trimmed604,163$84M0.8%2026-Q1
Jasper Ridge Partners, L.P. added601,046$83M0.8%2026-Q1
Capital International Investors trimmed574,699$77M0.7%2026-Q1
CIBC WORLD MARKET INC. added540,262$75M0.7%2026-Q1
Metis Global Partners, LLC added517,834$72M0.7%2026-Q1
BESSEMER GROUP INC trimmed514,494$71M0.7%2026-Q1
Allianz SE trimmed508,784$70M0.7%2026-Q1
ROYAL BANK OF CANADA trimmed463,648$64M0.6%2026-Q1
Federation des caisses Desjardins du Quebec added459,006$64M0.6%2026-Q1
HighTower Advisors, LLC added439,441$61M0.6%2026-Q1
ASSETMARK, INC added433,891$60M0.6%2026-Q1
Blue Trust, Inc. added433,494$60M0.6%2026-Q1
Three Bridge Wealth Advisors, LLC trimmed410,767$57M0.5%2026-Q1
Mill Creek Capital Advisors, LLC trimmed410,591$57M0.5%2026-Q1
CITIGROUP INC trimmed380,560$53M0.5%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed380,357$53M0.5%2026-Q1
Bank of New York Mellon Corp trimmed372,021$51M0.5%2026-Q1
LPL Financial LLC added368,160$51M0.5%2026-Q1
BANK OF NOVA SCOTIA added356,920$49M0.5%2026-Q1
Banco Santander, S.A. added341,053$47M0.4%2026-Q1
Gotham Asset Management, LLC added332,083$46M0.4%2026-Q1
Cresset Asset Management, LLC added321,195$44M0.4%2026-Q1
Pathstone Holdings, LLC trimmed317,211$44M0.4%2026-Q1
Ayalon Insurance Comp Ltd. added316,575$44M0.4%2026-Q1
POLEN CAPITAL MANAGEMENT LLC trimmed306,415$42M0.4%2026-Q1
1832 Asset Management L.P. added296,238$41M0.4%2026-Q1
BRANDYWINE MANAGERS, LLC293,679$41M0.4%2026-Q1
Focus Partners Wealth added293,370$41M0.4%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed277,582$39M0.4%2026-Q1
Birnam Oak Advisors, LP276,800$38M0.4%2026-Q1
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV trimmed274,706$38M0.4%2026-Q1
Cerity Partners LLC trimmed262,248$36M0.3%2026-Q1
Drake & Associates, LLC added256,265$35M0.3%2026-Q1
Erste Asset Management GmbH added253,157$35M0.3%2026-Q1
Rockefeller Capital Management L.P. added252,281$35M0.3%2026-Q1
TRUIST FINANCIAL CORP trimmed246,537$34M0.3%2026-Q1
Pathway Financial Advisors LLC trimmed242,318$34M0.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added237,510$33M0.3%2026-Q1
NEUBERGER BERMAN GROUP LLC added236,609$33M0.3%2026-Q1
PARTNERS CAPITAL INVESTMENT GROUP, LLP trimmed223,032$31M0.3%2026-Q1
Purpose Unlimited Inc.222,800$31M0.3%2026-Q1
Qube Research & Technologies Ltd added221,702$31M0.3%2026-Q1
Lido Advisors, LLC trimmed219,746$30M0.3%2026-Q1
SENTINEL TRUST CO LBA added217,968$30M0.3%2026-Q1
CAPITOLIS LIQUID GLOBAL MARKETS LLC new211,200$29M0.3%2026-Q1
BANK HAPOALIM BM trimmed200,000$28M0.3%2026-Q1
Waldron Private Wealth LLC added199,442$28M0.3%2026-Q1
OXFORD FINANCIAL GROUP, LTD. LLC trimmed199,172$28M0.3%2026-Q1
Circle Wealth Management, LLC199,113$28M0.3%2026-Q1
NOMURA ASSET MANAGEMENT CO LTD added193,609$27M0.3%2026-Q1
GFS Advisors, LLC trimmed191,120$26M0.2%2026-Q1
BEACON INVESTMENT ADVISORY SERVICES, INC. added190,557$26M0.2%2026-Q1
Clearstead Advisors, LLC added187,029$26M0.2%2026-Q1
JENNISON ASSOCIATES LLC added183,285$25M0.2%2026-Q1
Parkwood LLC new181,370$25M0.2%2026-Q1
Qalhat Capital Ltd added3,588,206$461M4.3%2025-Q2 stale
CANADA LIFE ASSURANCE Co467,617$66M0.6%2025-Q4 stale
GREAT VALLEY ADVISOR GROUP, INC. added367,609$43M0.4%2025-Q1 stale
StoneX Group Inc. added233,607$30M0.3%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership