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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 10,717,915 | $1.5B | 13.9% | 2026-Q1 |
| Mass General Brigham, Inc trimmed | 2,153,477 | $293M | 2.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,059,226 | $285M | 2.7% | 2026-Q1 |
| Granger Management LLC | 1,858,121 | $257M | 2.4% | 2026-Q1 |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York added | 1,847,880 | $256M | 2.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,853,728 | $249M | 2.3% | 2026-Q1 |
| Sageworth Trust Co added | 1,729,958 | $239M | 2.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,664,180 | $230M | 2.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,548,820 | $214M | 2.0% | 2026-Q1 |
| P/E Global LLC trimmed | 1,446,587 | $200M | 1.9% | 2026-Q1 |
| Phoenix Financial Ltd. trimmed | 1,397,253 | $193M | 1.8% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 1,388,478 | $192M | 1.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,384,455 | $192M | 1.8% | 2026-Q1 |
| PRUDENTIAL PLC added | 1,347,997 | $187M | 1.8% | 2026-Q1 |
| ICONIQ Capital, LLC | 1,315,860 | $182M | 1.7% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 1,276,918 | $177M | 1.7% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 1,197,896 | $166M | 1.6% | 2026-Q1 |
| UBS Group AG trimmed | 1,149,459 | $159M | 1.5% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 1,045,428 | $145M | 1.4% | 2026-Q1 |
| Bogart Wealth, LLC added | 1,031,925 | $143M | 1.3% | 2026-Q1 |
| Clal Insurance Enterprises Holdings Ltd added | 921,500 | $128M | 1.2% | 2026-Q1 |
| HF Capital, LLC added | 903,075 | $125M | 1.2% | 2026-Q1 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS trimmed | 884,511 | $122M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 884,006 | $122M | 1.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 845,846 | $117M | 1.1% | 2026-Q1 |
| DIMENSION CAPITAL MANAGEMENT LLC trimmed | 840,939 | $116M | 1.1% | 2026-Q1 |
| EVOKE WEALTH, LLC trimmed | 794,905 | $110M | 1.0% | 2026-Q1 |
| CAPITAL ADVISORS INC/OK added | 792,656 | $110M | 1.0% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 770,683 | $107M | 1.0% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 793,582 | $106M | 1.0% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 695,552 | $96M | 0.9% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 692,578 | $96M | 0.9% | 2026-Q1 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. added | 679,655 | $93M | 0.9% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 656,890 | $91M | 0.9% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 651,110 | $90M | 0.8% | 2026-Q1 |
| Nearwater Capital Markets, Ltd new | 641,700 | $89M | 0.8% | 2026-Q1 |
| LOWE BROCKENBROUGH & CO INC trimmed | 641,227 | $89M | 0.8% | 2026-Q1 |
| BlackRock, Inc. trimmed | 637,535 | $88M | 0.8% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 619,328 | $88M | 0.8% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 632,015 | $87M | 0.8% | 2026-Q1 |
| OVERSEA-CHINESE BANKING Corp Ltd added | 612,814 | $85M | 0.8% | 2026-Q1 |
| Verger Capital Management LLC trimmed | 604,163 | $84M | 0.8% | 2026-Q1 |
| Jasper Ridge Partners, L.P. added | 601,046 | $83M | 0.8% | 2026-Q1 |
| Capital International Investors trimmed | 574,699 | $77M | 0.7% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 540,262 | $75M | 0.7% | 2026-Q1 |
| Metis Global Partners, LLC added | 517,834 | $72M | 0.7% | 2026-Q1 |
| BESSEMER GROUP INC trimmed | 514,494 | $71M | 0.7% | 2026-Q1 |
| Allianz SE trimmed | 508,784 | $70M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 463,648 | $64M | 0.6% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 459,006 | $64M | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC added | 439,441 | $61M | 0.6% | 2026-Q1 |
| ASSETMARK, INC added | 433,891 | $60M | 0.6% | 2026-Q1 |
| Blue Trust, Inc. added | 433,494 | $60M | 0.6% | 2026-Q1 |
| Three Bridge Wealth Advisors, LLC trimmed | 410,767 | $57M | 0.5% | 2026-Q1 |
| Mill Creek Capital Advisors, LLC trimmed | 410,591 | $57M | 0.5% | 2026-Q1 |
| CITIGROUP INC trimmed | 380,560 | $53M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 380,357 | $53M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 372,021 | $51M | 0.5% | 2026-Q1 |
| LPL Financial LLC added | 368,160 | $51M | 0.5% | 2026-Q1 |
| BANK OF NOVA SCOTIA added | 356,920 | $49M | 0.5% | 2026-Q1 |
| Banco Santander, S.A. added | 341,053 | $47M | 0.4% | 2026-Q1 |
| Gotham Asset Management, LLC added | 332,083 | $46M | 0.4% | 2026-Q1 |
| Cresset Asset Management, LLC added | 321,195 | $44M | 0.4% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 317,211 | $44M | 0.4% | 2026-Q1 |
| Ayalon Insurance Comp Ltd. added | 316,575 | $44M | 0.4% | 2026-Q1 |
| POLEN CAPITAL MANAGEMENT LLC trimmed | 306,415 | $42M | 0.4% | 2026-Q1 |
| 1832 Asset Management L.P. added | 296,238 | $41M | 0.4% | 2026-Q1 |
| BRANDYWINE MANAGERS, LLC | 293,679 | $41M | 0.4% | 2026-Q1 |
| Focus Partners Wealth added | 293,370 | $41M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 277,582 | $39M | 0.4% | 2026-Q1 |
| Birnam Oak Advisors, LP | 276,800 | $38M | 0.4% | 2026-Q1 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV trimmed | 274,706 | $38M | 0.4% | 2026-Q1 |
| Cerity Partners LLC trimmed | 262,248 | $36M | 0.3% | 2026-Q1 |
| Drake & Associates, LLC added | 256,265 | $35M | 0.3% | 2026-Q1 |
| Erste Asset Management GmbH added | 253,157 | $35M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 252,281 | $35M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 246,537 | $34M | 0.3% | 2026-Q1 |
| Pathway Financial Advisors LLC trimmed | 242,318 | $34M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 237,510 | $33M | 0.3% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 236,609 | $33M | 0.3% | 2026-Q1 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP trimmed | 223,032 | $31M | 0.3% | 2026-Q1 |
| Purpose Unlimited Inc. | 222,800 | $31M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 221,702 | $31M | 0.3% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 219,746 | $30M | 0.3% | 2026-Q1 |
| SENTINEL TRUST CO LBA added | 217,968 | $30M | 0.3% | 2026-Q1 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC new | 211,200 | $29M | 0.3% | 2026-Q1 |
| BANK HAPOALIM BM trimmed | 200,000 | $28M | 0.3% | 2026-Q1 |
| Waldron Private Wealth LLC added | 199,442 | $28M | 0.3% | 2026-Q1 |
| OXFORD FINANCIAL GROUP, LTD. LLC trimmed | 199,172 | $28M | 0.3% | 2026-Q1 |
| Circle Wealth Management, LLC | 199,113 | $28M | 0.3% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 193,609 | $27M | 0.3% | 2026-Q1 |
| GFS Advisors, LLC trimmed | 191,120 | $26M | 0.2% | 2026-Q1 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. added | 190,557 | $26M | 0.2% | 2026-Q1 |
| Clearstead Advisors, LLC added | 187,029 | $26M | 0.2% | 2026-Q1 |
| JENNISON ASSOCIATES LLC added | 183,285 | $25M | 0.2% | 2026-Q1 |
| Parkwood LLC new | 181,370 | $25M | 0.2% | 2026-Q1 |
| Qalhat Capital Ltd added | 3,588,206 | $461M | 4.3% | 2025-Q2 stale |
| CANADA LIFE ASSURANCE Co | 467,617 | $66M | 0.6% | 2025-Q4 stale |
| GREAT VALLEY ADVISOR GROUP, INC. added | 367,609 | $43M | 0.4% | 2025-Q1 stale |
| StoneX Group Inc. added | 233,607 | $30M | 0.3% | 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.
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.