Who owns FIX (FIX)
Which tracked institutional funds hold FIX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FIX 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
The tracked-fund tape on FIX is one-sided between 2025-Q4 and 2026-Q1: 618 added or opened and 159 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
FIX’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes FIX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FIX 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 1192 tracked filers holding FIX, 663 increased or opened the position and 527 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 FIX 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 95
- VANGUARD CAPITAL MANAGEMENT LLC$3.2B
- VANGUARD PORTFOLIO MANAGEMENT LLC$2.6B
- VANGUARD FIDUCIARY TRUST CO$280M
- Vanguard Global Advisers, LLC$107M
- VANGUARD ASSET MANAGEMENT, Ltd$83M
- Zurich Insurance Group Ltd/FI$37M
Full exits 38
- VANGUARD GROUP INC$4.0B
- Third Point LLC$98M
- Hiddenite Capital Partners LP$20M
- T. Rowe Price Investment Management, Inc.$18M
- Skandinaviska Enskilda Banken AB (publ)$15M
- VIRGINIA RETIREMENT SYSTEMS ET Al$12M
Largest adds
- BlackRock, Inc.$972M
- STATE STREET CORP$696M
- GEODE CAPITAL MANAGEMENT, LLC$608M
- AQR CAPITAL MANAGEMENT LLC$538M
- JPMORGAN CHASE & CO$473M
- FMR LLC$434M
Largest trims
- Capital World Investors$337M
- NORGES BANK$314M
- LORD, ABBETT & CO. LLC$253M
- JACOBS LEVY EQUITY MANAGEMENT, INC$117M
- SG Americas Securities, LLC$114M
- GW&K Investment Management, LLC$104M
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 |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 3,038,673 | $4.2B | 10.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,285,949 | $3.2B | 7.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,881,184 | $2.6B | 6.3% | 2026-Q1 |
| STATE STREET CORP added | 1,471,879 | $2.0B | 4.9% | 2026-Q1 |
| FMR LLC trimmed | 1,445,779 | $2.0B | 4.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,238,619 | $1.7B | 4.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,116,045 | $1.5B | 3.6% | 2026-Q1 |
| Capital World Investors trimmed | 865,780 | $1.2B | 2.9% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 889,891 | $1.1B | 2.7% | 2026-Q1 |
| WESTFIELD CAPITAL MANAGEMENT CO LP trimmed | 620,915 | $856M | 2.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 597,614 | $824M | 2.0% | 2026-Q1 |
| MORGAN STANLEY added | 460,135 | $635M | 1.5% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 415,886 | $574M | 1.4% | 2026-Q1 |
| Capital International Investors added | 391,831 | $540M | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP added | 329,098 | $454M | 1.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 287,735 | $397M | 1.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 279,947 | $386M | 0.9% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 267,030 | $368M | 0.9% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 252,979 | $349M | 0.8% | 2026-Q1 |
| Hood River Capital Management LLC added | 249,385 | $344M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 244,047 | $337M | 0.8% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 242,196 | $334M | 0.8% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 240,791 | $332M | 0.8% | 2026-Q1 |
| BAILLIE GIFFORD & CO trimmed | 225,118 | $310M | 0.8% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 219,232 | $302M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 218,195 | $301M | 0.7% | 2026-Q1 |
| Value Aligned Research Advisors, LLC added | 213,637 | $295M | 0.7% | 2026-Q1 |
| Castle Hook Partners LP trimmed | 208,906 | $288M | 0.7% | 2026-Q1 |
| Artisan Partners Limited Partnership trimmed | 208,177 | $287M | 0.7% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 203,388 | $280M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 202,952 | $280M | 0.7% | 2026-Q1 |
| UBS Group AG added | 190,544 | $263M | 0.6% | 2026-Q1 |
| Nuveen, LLC added | 188,471 | $260M | 0.6% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 161,169 | $222M | 0.5% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 159,961 | $221M | 0.5% | 2026-Q1 |
| Legal & General Group Plc added | 153,779 | $212M | 0.5% | 2026-Q1 |
| Capital Research Global Investors added | 153,639 | $212M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 147,298 | $203M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 146,195 | $202M | 0.5% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 146,007 | $201M | 0.5% | 2026-Q1 |
| ROYAL LONDON ASSET MANAGEMENT LTD trimmed | 138,256 | $191M | 0.5% | 2026-Q1 |
| Amundi added | 136,835 | $189M | 0.5% | 2026-Q1 |
| Evercore Wealth Management, LLC trimmed | 134,308 | $185M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 135,009 | $181M | 0.4% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 124,989 | $179M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 129,056 | $178M | 0.4% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 121,608 | $167M | 0.4% | 2026-Q1 |
| Allianz Asset Management GmbH added | 119,449 | $165M | 0.4% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 115,378 | $159M | 0.4% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 114,241 | $158M | 0.4% | 2026-Q1 |
| NORGES BANK trimmed | 482,274 | $155M | 0.4% | 2026-Q1 |
| AMF Tjanstepension AB trimmed | 109,590 | $151M | 0.4% | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC added | 116,698 | $149M | 0.4% | 2026-Q1 |
| Swiss National Bank added | 103,480 | $143M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 103,313 | $142M | 0.3% | 2026-Q1 |
| BARCLAYS PLC added | 102,970 | $142M | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 102,149 | $141M | 0.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 148,961 | $139M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 99,887 | $138M | 0.3% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 96,221 | $133M | 0.3% | 2026-Q1 |
| Temasek Holdings (Private) Ltd added | 94,356 | $130M | 0.3% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 89,865 | $124M | 0.3% | 2026-Q1 |
| Bridgewater Associates, LP added | 86,462 | $119M | 0.3% | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 84,992 | $117M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 82,173 | $113M | 0.3% | 2026-Q1 |
| Caisse de depot et placement du Quebec trimmed | 79,885 | $110M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 79,581 | $110M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 78,352 | $108M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System added | 78,113 | $108M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 77,866 | $107M | 0.3% | 2026-Q1 |
| Fiera Capital Corp trimmed | 76,892 | $106M | 0.3% | 2026-Q1 |
| TimesSquare Capital Management, LLC added | 73,968 | $102M | 0.2% | 2026-Q1 |
| National Pension Service added | 71,717 | $99M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 70,746 | $98M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 68,152 | $94M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 67,779 | $93M | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC added | 66,716 | $92M | 0.2% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 66,710 | $92M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 66,597 | $92M | 0.2% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS added | 64,513 | $89M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 64,058 | $88M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 60,206 | $83M | 0.2% | 2026-Q1 |
| Smith Group Asset Management, LLC trimmed | 59,568 | $82M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 58,670 | $81M | 0.2% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC added | 57,993 | $80M | 0.2% | 2026-Q1 |
| Man Group plc added | 57,847 | $80M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 56,660 | $78M | 0.2% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO trimmed | 55,192 | $76M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 54,276 | $75M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 51,120 | $70M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 50,284 | $69M | 0.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 49,660 | $68M | 0.2% | 2026-Q1 |
| Gotham Asset Management, LLC trimmed | 48,821 | $67M | 0.2% | 2026-Q1 |
| AustralianSuper Pty Ltd added | 47,491 | $65M | 0.2% | 2026-Q1 |
| Polar Capital Holdings Plc added | 46,505 | $64M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 45,960 | $63M | 0.2% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 45,833 | $63M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC added | 4,276,537 | $4.0B | 9.7% | 2025-Q4 stale |
| Bain Capital Public Equity Management II, LLC trimmed | 121,581 | $100M | 0.2% | 2025-Q3 stale |
| Third Point LLC trimmed | 105,000 | $98M | 0.2% | 2025-Q4 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.