Who owns 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-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on ACWI is one-sided between 2026-Q1 and 2026-Q2: 303 added or opened and 96 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 810 tracked filers holding ACWI, 368 increased or opened the position and 317 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 2026-Q1 and 2026-Q2 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 38
- Copos Capital B.V.$103M
- Two Creeks Capital Management, LP$92M
- Horizon Wealth Management, LLC$43M
- KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje$42M
- Liberty Mutual Group Asset Management Inc.$30M
- MEITAV INVESTMENT HOUSE LTD$26M
Full exits 46
- Clal Insurance Enterprises Holdings Ltd$128M
- EVOKE WEALTH, LLC$110M
- BESSEMER GROUP INC$71M
- HighTower Advisors, LLC$61M
- Mill Creek Capital Advisors, LLC$57M
- Ayalon Insurance Comp Ltd.$44M
Largest adds
- BNP PARIBAS FINANCIAL MARKETS$546M
- MORGAN STANLEY$274M
- SCHRODER INVESTMENT MANAGEMENT GROUP$228M
- BANK OF AMERICA CORP /DE/$159M
- MAI Capital Management$124M
- BROWN BROTHERS HARRIMAN & CO$72M
Largest trims
- Mass General Brigham, Inc$95M
- CIBC Bancorp USA Inc.$94M
- CIBC WORLD MARKET INC.$72M
- Metis Global Partners, LLC$71M
- Granger Management LLC$50M
- Jasper Ridge Partners, L.P.$45M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 11,192,473 | $1.8B | 14.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 4,945,603 | $776M | 6.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,231,651 | $350M | 2.9% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 2,046,529 | $319M | 2.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,908,952 | $300M | 2.5% | 2026-Q2 |
| Sageworth Trust Co trimmed | 1,726,067 | $271M | 2.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,596,244 | $251M | 2.1% | 2026-Q2 |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York trimmed | 1,590,032 | $250M | 2.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 1,580,926 | $248M | 2.0% | 2026-Q2 |
| Phoenix Financial Ltd. added | 1,512,202 | $237M | 2.0% | 2026-Q2 |
| P/E Global LLC trimmed | 1,391,035 | $218M | 1.8% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 1,387,365 | $218M | 1.8% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,383,598 | $216M | 1.8% | 2026-Q2 |
| PRUDENTIAL PLC added | 1,365,357 | $214M | 1.8% | 2026-Q2 |
| ICONIQ Capital, LLC added | 1,356,798 | $213M | 1.8% | 2026-Q2 |
| Granger Management LLC trimmed | 1,322,121 | $208M | 1.7% | 2026-Q2 |
| Mass General Brigham, Inc trimmed | 1,259,657 | $198M | 1.6% | 2026-Q2 |
| UBS Group AG added | 1,178,489 | $185M | 1.5% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 1,146,645 | $180M | 1.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,127,700 | $177M | 1.5% | 2026-Q2 |
| Bogart Wealth, LLC added | 1,049,707 | $165M | 1.4% | 2026-Q2 |
| Allianz Asset Management GmbH | 1,045,428 | $145M | 1.2% | 2026-Q2 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS added | 1,038,012 | $163M | 1.3% | 2026-Q2 |
| DIMENSION CAPITAL MANAGEMENT LLC added | 1,010,593 | $159M | 1.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 958,002 | $150M | 1.2% | 2026-Q2 |
| HF Capital, LLC trimmed | 868,367 | $136M | 1.1% | 2026-Q2 |
| MAI Capital Management added | 806,928 | $127M | 1.0% | 2026-Q2 |
| CAPITAL ADVISORS INC/OK added | 798,281 | $125M | 1.0% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 795,286 | $125M | 1.0% | 2026-Q2 |
| BROWN ADVISORY INC added | 791,591 | $124M | 1.0% | 2026-Q2 |
| Pathstone Holdings, LLC added | 733,357 | $115M | 0.9% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 709,499 | $98M | 0.8% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 695,703 | $109M | 0.9% | 2026-Q2 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. trimmed | 672,938 | $105M | 0.9% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 658,288 | $103M | 0.8% | 2026-Q2 |
| Copos Capital B.V. new | 654,673 | $103M | 0.8% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 653,715 | $103M | 0.8% | 2026-Q2 |
| BlackRock, Inc. trimmed | 626,460 | $98M | 0.8% | 2026-Q2 |
| Two Creeks Capital Management, LP new | 583,355 | $92M | 0.8% | 2026-Q2 |
| Verger Capital Management LLC trimmed | 561,194 | $88M | 0.7% | 2026-Q2 |
| LOWE BROCKENBROUGH & CO INC trimmed | 542,352 | $85M | 0.7% | 2026-Q2 |
| OVERSEA-CHINESE BANKING Corp Ltd trimmed | 531,034 | $83M | 0.7% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 525,899 | $83M | 0.7% | 2026-Q2 |
| Allianz SE added | 515,415 | $81M | 0.7% | 2026-Q2 |
| BANK OF NOVA SCOTIA added | 508,414 | $80M | 0.7% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 505,073 | $79M | 0.7% | 2026-Q2 |
| Bernicke Wealth Management, Ltd. added | 484,549 | $76M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 463,373 | $73M | 0.6% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO added | 458,174 | $72M | 0.6% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC added | 438,825 | $68M | 0.6% | 2026-Q2 |
| ASSETMARK, INC trimmed | 432,682 | $68M | 0.6% | 2026-Q2 |
| Nearwater Capital Markets, Ltd trimmed | 431,900 | $68M | 0.6% | 2026-Q2 |
| Capital International Investors trimmed | 427,267 | $67M | 0.5% | 2026-Q2 |
| Blue Trust, Inc. trimmed | 421,761 | $66M | 0.5% | 2026-Q2 |
| Cresset Asset Management, LLC added | 409,574 | $64M | 0.5% | 2026-Q2 |
| Three Bridge Wealth Advisors, LLC trimmed | 407,963 | $64M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 401,408 | $63M | 0.5% | 2026-Q2 |
| LPL Financial LLC added | 395,481 | $62M | 0.5% | 2026-Q2 |
| Birnam Oak Advisors, LP added | 385,076 | $60M | 0.5% | 2026-Q2 |
| Naviter Wealth, LLC added | 384,843 | $60M | 0.5% | 2026-Q2 |
| Gotham Asset Management, LLC added | 348,931 | $55M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 348,390 | $55M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 344,784 | $54M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 339,503 | $53M | 0.4% | 2026-Q2 |
| Focus Partners Wealth added | 335,317 | $53M | 0.4% | 2026-Q2 |
| Banco Santander, S.A. trimmed | 331,161 | $52M | 0.4% | 2026-Q2 |
| 1832 Asset Management L.P. | 296,238 | $47M | 0.4% | 2026-Q2 |
| BRANDYWINE MANAGERS, LLC | 293,679 | $46M | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 277,961 | $44M | 0.4% | 2026-Q2 |
| Drake & Associates, LLC added | 276,605 | $43M | 0.4% | 2026-Q2 |
| Cerity Partners LLC added | 276,375 | $43M | 0.4% | 2026-Q2 |
| Horizon Wealth Management, LLC new | 273,345 | $43M | 0.4% | 2026-Q2 |
| CITIGROUP INC trimmed | 271,674 | $43M | 0.4% | 2026-Q2 |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje new | 270,635 | $42M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 257,143 | $40M | 0.3% | 2026-Q2 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. added | 257,110 | $40M | 0.3% | 2026-Q2 |
| Erste Asset Management GmbH | 253,157 | $35M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 247,122 | $39M | 0.3% | 2026-Q2 |
| Jasper Ridge Partners, L.P. trimmed | 246,089 | $39M | 0.3% | 2026-Q2 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP added | 241,678 | $38M | 0.3% | 2026-Q2 |
| Pathway Financial Advisors LLC trimmed | 241,105 | $38M | 0.3% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 233,539 | $37M | 0.3% | 2026-Q2 |
| Purpose Unlimited Inc. | 222,800 | $35M | 0.3% | 2026-Q2 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV trimmed | 222,227 | $35M | 0.3% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 217,934 | $34M | 0.3% | 2026-Q2 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 211,200 | $33M | 0.3% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 203,486 | $32M | 0.3% | 2026-Q2 |
| Circle Wealth Management, LLC added | 199,733 | $31M | 0.3% | 2026-Q2 |
| Waldron Private Wealth LLC trimmed | 199,242 | $31M | 0.3% | 2026-Q2 |
| OXFORD FINANCIAL GROUP, LTD. LLC trimmed | 195,063 | $31M | 0.3% | 2026-Q2 |
| Privium Fund Management (UK) Ltd added | 193,570 | $30M | 0.2% | 2026-Q2 |
| Avestar Capital, LLC added | 190,128 | $30M | 0.2% | 2026-Q2 |
| Liberty Mutual Group Asset Management Inc. new | 188,000 | $30M | 0.2% | 2026-Q2 |
| Allen Investment Management, LLC added | 183,243 | $29M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 182,797 | $29M | 0.2% | 2026-Q2 |
| Johns Hopkins University | 181,055 | $28M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 178,713 | $28M | 0.2% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 168,965 | $27M | 0.2% | 2026-Q2 |
| Jefferies Financial Group Inc. added | 168,819 | $26M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 164,241 | $26M | 0.2% | 2026-Q2 |
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.
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.