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Institutional Ownership · SEC Form 13F

Who owns CASH (CASH)


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

276
Institutional holders
19,761,644
Shares held (tracked funds)
57.5%
Of shares outstanding

How the tape is positioned

108 tracked funds added or opened CASH while 43 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

CASH’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CASH more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in CASH 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 276 tracked filers holding CASH, 139 increased or opened the position and 133 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

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 CASH 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 21

  • VANGUARD CAPITAL MANAGEMENT LLC$67M
  • EARNEST PARTNERS LLC$51M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$39M
  • VANGUARD FIDUCIARY TRUST CO$13M
  • BRIDGEWAY CAPITAL MANAGEMENT, LLC$10M
  • Empowered Funds, LLC$9M

Full exits 17

  • VANGUARD GROUP INC$95M
  • COMERICA BANK$21M
  • Nantahala Capital Management, LLC$9M
  • TWO SIGMA ADVISERS, LP$7M
  • ALGERT GLOBAL LLC$5M
  • Brandywine Global Investment Management, LLC$4M

Largest adds

  • FMR LLC$47M
  • STATE STREET CORP$27M
  • BANK OF AMERICA CORP /DE/$24M
  • NEW YORK STATE COMMON RETIREMENT FUND$21M
  • DIMENSIONAL FUND ADVISORS LP$19M
  • AMERICAN CENTURY COMPANIES INC$17M

Largest trims

  • Pure Financial Advisors, LLC$34M
  • BlackRock, Inc.$23M
  • Qube Research & Technologies Ltd$10M
  • Paragon Capital Management Ltd$9M
  • Austin Asset Management Co Inc$8M
  • MILLENNIUM MANAGEMENT LLC$7M

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
BlackRock, Inc. trimmed2,351,680$210M10.1%2026-Q1
FMR LLC added1,889,303$169M8.1%2026-Q1
STATE STREET CORP added1,328,788$119M5.7%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed1,138,461$102M4.9%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed1,093,338$98M4.7%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new750,164$67M3.2%2026-Q1
Pure Financial Advisors, LLC0$66M3.2%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added699,745$62M3.0%2026-Q1
EARNEST PARTNERS LLC new573,512$51M2.5%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new436,444$39M1.9%2026-Q1
NEUMEIER POMA INVESTMENT COUNSEL LLC added356,200$32M1.5%2026-Q1
BANK OF AMERICA CORP /DE/ added302,503$27M1.3%2026-Q1
JPMORGAN CHASE & CO trimmed274,960$24M1.2%2026-Q1
TWO SIGMA INVESTMENTS, LP added269,961$24M1.2%2026-Q1
Mawer Investment Management Ltd. trimmed268,543$24M1.2%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed267,437$24M1.2%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND added263,913$24M1.1%2026-Q1
NORTHERN TRUST CORP added257,135$23M1.1%2026-Q1
MORGAN STANLEY trimmed237,954$21M1.0%2026-Q1
Allspring Global Investments Holdings, LLC added232,830$21M1.0%2026-Q1
Clearbridge Investments, LLC added209,219$19M0.9%2026-Q1
Elgethun Capital Management added203,763$18M0.9%2026-Q1
GOLDMAN SACHS GROUP INC trimmed199,735$18M0.9%2026-Q1
Nuveen, LLC trimmed186,889$17M0.8%2026-Q1
PANAGORA ASSET MANAGEMENT INC added174,776$16M0.8%2026-Q1
Austin Asset Management Co Inc0$16M0.8%2026-Q1
JANE STREET GROUP, LLC added163,225$15M0.7%2026-Q1
Bank of New York Mellon Corp trimmed159,173$14M0.7%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added155,287$14M0.7%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added151,892$14M0.7%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed147,697$13M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new146,657$13M0.6%2026-Q1
Aptus Capital Advisors, LLC added144,273$13M0.6%2026-Q1
DEUTSCHE BANK AG\ trimmed143,565$13M0.6%2026-Q1
SEI INVESTMENTS CO added131,371$12M0.6%2026-Q1
Phocas Financial Corp. trimmed130,125$12M0.6%2026-Q1
D. E. Shaw & Co., Inc. added130,067$12M0.6%2026-Q1
Invesco Ltd. trimmed120,272$11M0.5%2026-Q1
UBS Group AG added118,036$11M0.5%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC added108,060$10M0.5%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added107,793$10M0.5%2026-Q1
Brevan Howard Capital Management LP trimmed105,867$9M0.5%2026-Q1
Cerity Partners LLC trimmed105,510$9M0.5%2026-Q1
Moody Aldrich Partners LLC trimmed105,336$9M0.5%2026-Q1
Public Sector Pension Investment Board trimmed100,216$9M0.4%2026-Q1
Empowered Funds, LLC added97,176$9M0.4%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. trimmed96,555$9M0.4%2026-Q1
WELLS FARGO & COMPANY/MN added93,212$8M0.4%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed88,999$8M0.4%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD trimmed87,800$8M0.4%2026-Q1
FIRST TRUST ADVISORS LP added85,411$8M0.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added75,387$7M0.3%2026-Q1
FRANKLIN RESOURCES INC added69,012$6M0.3%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed67,422$6M0.3%2026-Q1
BOOTHBAY FUND MANAGEMENT, LLC trimmed64,731$6M0.3%2026-Q1
CSM Advisors, LLC added64,051$6M0.3%2026-Q1
WCM INVESTMENT MANAGEMENT, LLC new62,463$5M0.3%2026-Q1
RHUMBLINE ADVISERS trimmed60,383$5M0.3%2026-Q1
INTECH INVESTMENT MANAGEMENT LLC trimmed58,680$5M0.3%2026-Q1
KENNEDY CAPITAL MANAGEMENT LLC trimmed58,411$5M0.3%2026-Q1
Legal & General Group Plc trimmed55,757$5M0.2%2026-Q1
Guardian Wealth Management, Inc. added55,436$5M0.2%2026-Q1
Qube Research & Technologies Ltd trimmed55,209$5M0.2%2026-Q1
FEDERATED HERMES, INC. added54,281$5M0.2%2026-Q1
Rosenthal | Henry Capital Advisors, Inc.52,576$5M0.2%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH added51,451$5M0.2%2026-Q1
DENALI ADVISORS LLC48,370$4M0.2%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added46,058$4M0.2%2026-Q1
CITADEL ADVISORS LLC trimmed43,994$4M0.2%2026-Q1
Swiss National Bank trimmed43,900$4M0.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed40,694$4M0.2%2026-Q1
RMR Capital Management, LLC added39,077$3M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added37,639$3M0.2%2026-Q1
Quantbot Technologies LP added33,082$3M0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC added32,336$3M0.1%2026-Q1
Vident Advisory, LLC trimmed31,673$3M0.1%2026-Q1
Emerald Investment Advisers, LLC new30,316$3M0.1%2026-Q1
XTX Topco Ltd added30,286$3M0.1%2026-Q1
CITIGROUP INC trimmed29,432$3M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added28,604$3M0.1%2026-Q1
Russell Investments Group, Ltd. trimmed28,190$3M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added27,819$2M0.1%2026-Q1
OPPENHEIMER ASSET MANAGEMENT INC. new27,522$2M0.1%2026-Q1
Chou Associates Management Inc.27,389$2M0.1%2026-Q1
Vinva Investment Management Ltd added188,804$140M6.8%2025-Q3 stale
VANGUARD GROUP INC trimmed1,338,216$95M4.6%2025-Q4 stale
COMERICA BANK added295,999$21M1.0%2025-Q4 stale
Foundry Partners, LLC added176,606$13M0.6%2025-Q1 stale
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co added15,726$10M0.5%2025-Q3 stale
Driehaus Capital Management LLC trimmed133,930$10M0.5%2025-Q3 stale
Nantahala Capital Management, LLC added131,608$9M0.5%2025-Q4 stale
TWO SIGMA ADVISERS, LP trimmed103,200$7M0.4%2025-Q4 stale
JUPITER ASSET MANAGEMENT LTD trimmed74,763$6M0.3%2025-Q3 stale
Assenagon Asset Management S.A. added64,360$5M0.2%2025-Q3 stale
ALGERT GLOBAL LLC64,895$5M0.2%2025-Q4 stale
Brandywine Global Investment Management, LLC trimmed52,239$4M0.2%2025-Q4 stale
AlphaQuest LLC added41,018$3M0.1%2025-Q4 stale
Informed Momentum Co LLC trimmed36,919$3M0.1%2025-Q1 stale
ExodusPoint Capital Management, LP added36,843$3M0.1%2025-Q4 stale
AXA S.A.31,583$2M0.1%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.

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