Who owns LLYVA (LLYVA)
Which tracked institutional funds hold LLYVA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LLYVA 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
107 tracked funds added or opened LLYVA while 39 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
LLYVA’s largest tracked holder by dollar value, T. Rowe Price Investment Management, Inc., sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in LLYVA 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 331 tracked filers holding LLYVA, 171 increased or opened the position and 121 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 LLYVA 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 26
- VANGUARD CAPITAL MANAGEMENT LLC$324M
- VANGUARD PORTFOLIO MANAGEMENT LLC$302M
- VANGUARD FIDUCIARY TRUST CO$42M
- Capital International Investors$31M
- WHITEBOX ADVISORS LLC$15M
- Ardmore Road Asset Management LP$14M
Full exits 15
- VANGUARD GROUP INC$537M
- NORGES BANK$72M
- Balyasny Asset Management L.P.$13M
- MAPLELANE CAPITAL, LLC$6M
- Assenagon Asset Management S.A.$3M
- Oak Thistle LLC$3M
Largest adds
- T. Rowe Price Investment Management, Inc.$703M
- BERKSHIRE HATHAWAY INC$139M
- Linonia Partnership LP$130M
- Amundi$102M
- MORGAN STANLEY$59M
- ValueAct Holdings, L.P.$52M
Largest trims
- SG Americas Securities, LLC$50M
- PRICE T ROWE ASSOCIATES INC /MD/$13M
- HIGHBRIDGE CAPITAL MANAGEMENT LLC$11M
- BANK OF NOVA SCOTIA$5M
- JPMORGAN CHASE & CO$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$5M
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 |
|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. added | 10,566,450 | $994M | 20.1% | 2026-Q1 |
| BERKSHIRE HATHAWAY INC | 4,986,588 | $457M | 9.2% | 2026-Q1 |
| ValueAct Holdings, L.P. trimmed | 3,561,208 | $335M | 6.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,492,680 | $235M | 4.7% | 2026-Q1 |
| Linonia Partnership LP | 2,498,950 | $229M | 4.6% | 2026-Q1 |
| MORGAN STANLEY added | 2,155,258 | $203M | 4.1% | 2026-Q1 |
| BlackRock, Inc. added | 1,925,504 | $181M | 3.7% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 1,908,977 | $180M | 3.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,785,654 | $164M | 3.3% | 2026-Q1 |
| BAMCO INC /NY/ trimmed | 1,525,473 | $144M | 2.9% | 2026-Q1 |
| Amundi added | 1,309,994 | $120M | 2.4% | 2026-Q1 |
| Sculptor Capital LP | 1,100,000 | $101M | 2.0% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,044,537 | $98M | 2.0% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 1,018,390 | $93M | 1.9% | 2026-Q1 |
| Corvex Management LP | 1,005,434 | $92M | 1.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 923,491 | $87M | 1.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 868,499 | $80M | 1.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 653,532 | $62M | 1.2% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 625,806 | $59M | 1.2% | 2026-Q1 |
| Alberta Investment Management Corp | 594,000 | $54M | 1.1% | 2026-Q1 |
| TD Asset Management Inc trimmed | 551,918 | $52M | 1.0% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 403,607 | $38M | 0.8% | 2026-Q1 |
| JNE Partners LLP | 368,121 | $34M | 0.7% | 2026-Q1 |
| STATE STREET CORP trimmed | 348,068 | $32M | 0.6% | 2026-Q1 |
| Capital International Investors new | 329,930 | $31M | 0.6% | 2026-Q1 |
| MAKENA CAPITAL MANAGEMENT LLC trimmed | 229,851 | $22M | 0.4% | 2026-Q1 |
| LMR Partners LLP | 233,632 | $21M | 0.4% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 215,059 | $20M | 0.4% | 2026-Q1 |
| Virtu Financial LLC trimmed | 215,179 | $20M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 197,545 | $19M | 0.4% | 2026-Q1 |
| DAVENPORT & Co LLC added | 196,490 | $18M | 0.4% | 2026-Q1 |
| Advaya LLP | 184,500 | $17M | 0.4% | 2026-Q1 |
| GABELLI FUNDS LLC added | 183,052 | $17M | 0.3% | 2026-Q1 |
| LONDON CO OF VIRGINIA trimmed | 176,884 | $17M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 188,547 | $17M | 0.3% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 168,408 | $15M | 0.3% | 2026-Q1 |
| WHITEBOX ADVISORS LLC new | 161,429 | $15M | 0.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 160,712 | $15M | 0.3% | 2026-Q1 |
| UBS Group AG added | 152,991 | $14M | 0.3% | 2026-Q1 |
| Ardmore Road Asset Management LP new | 150,000 | $14M | 0.3% | 2026-Q1 |
| ING GROEP NV added | 139,000 | $13M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 134,477 | $13M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 129,921 | $12M | 0.2% | 2026-Q1 |
| Lighthouse Investment Partners, LLC trimmed | 126,208 | $12M | 0.2% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 125,042 | $11M | 0.2% | 2026-Q1 |
| Verition Fund Management LLC added | 120,651 | $11M | 0.2% | 2026-Q1 |
| Hound Partners, LLC new | 112,049 | $10M | 0.2% | 2026-Q1 |
| BANK OF NOVA SCOTIA trimmed | 109,500 | $10M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 104,437 | $10M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 100,352 | $9M | 0.2% | 2026-Q1 |
| Holocene Advisors, LP | 100,000 | $9M | 0.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 101,519 | $9M | 0.2% | 2026-Q1 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC new | 85,800 | $8M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 76,736 | $7M | 0.1% | 2026-Q1 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC trimmed | 75,886 | $7M | 0.1% | 2026-Q1 |
| COOPER INVESTORS PTY LTD new | 72,899 | $7M | 0.1% | 2026-Q1 |
| Empyrean Capital Partners, LP | 72,250 | $7M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 65,319 | $6M | 0.1% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND new | 61,193 | $6M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 56,937 | $5M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 51,908 | $5M | 0.1% | 2026-Q1 |
| FMR LLC trimmed | 53,277 | $5M | 0.1% | 2026-Q1 |
| S&CO INC added | 49,387 | $5M | 0.1% | 2026-Q1 |
| Walleye Capital LLC added | 46,646 | $4M | 0.1% | 2026-Q1 |
| INTREPID CAPITAL MANAGEMENT INC added | 47,791 | $4M | 0.1% | 2026-Q1 |
| Emmett Investment Management, LP trimmed | 45,374 | $4M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 45,644 | $4M | 0.1% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD trimmed | 46,767 | $4M | 0.1% | 2026-Q1 |
| WITTENBERG INVESTMENT MANAGEMENT, INC. new | 46,527 | $4M | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 45,219 | $4M | 0.1% | 2026-Q1 |
| KBC Group NV added | 41,541 | $4M | 0.1% | 2026-Q1 |
| Nuveen, LLC added | 41,892 | $4M | 0.1% | 2026-Q1 |
| CSS LLC/IL | 41,755 | $4M | 0.1% | 2026-Q1 |
| Boussard & Gavaudan Investment Management LLP trimmed | 41,916 | $4M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 38,805 | $4M | 0.1% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 38,416 | $4M | 0.1% | 2026-Q1 |
| Korea Investment CORP | 36,071 | $3M | 0.1% | 2026-Q1 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 35,054 | $3M | 0.1% | 2026-Q1 |
| BISLETT MANAGEMENT, LLC | 35,000 | $3M | 0.1% | 2026-Q1 |
| Swiss National Bank | 35,276 | $3M | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 32,924 | $3M | 0.1% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 32,614 | $3M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 31,327 | $3M | 0.1% | 2026-Q1 |
| NATIXIS trimmed | 31,249 | $3M | 0.1% | 2026-Q1 |
| Findlay Park Partners LLP trimmed | 27,774 | $3M | 0.1% | 2026-Q1 |
| Treasurer of the State of North Carolina added | 25,285 | $2M | 0.0% | 2026-Q1 |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC trimmed | 25,918 | $2M | 0.0% | 2026-Q1 |
| KORNITZER CAPITAL MANAGEMENT INC /KS trimmed | 25,000 | $2M | 0.0% | 2026-Q1 |
| CenterBook Partners LP new | 24,570 | $2M | 0.0% | 2026-Q1 |
| Yakira Capital Management, Inc. trimmed | 24,388 | $2M | 0.0% | 2026-Q1 |
| BARCLAYS PLC added | 23,745 | $2M | 0.0% | 2026-Q1 |
| State of New Jersey Common Pension Fund D trimmed | 23,927 | $2M | 0.0% | 2026-Q1 |
| Invesco Ltd. trimmed | 23,030 | $2M | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC new | 1,859,123 | $152M | 3.1% | 2025-Q4 stale |
| NORGES BANK new | 740,086 | $62M | 1.2% | 2025-Q4 stale |
| Balyasny Asset Management L.P. new | 159,114 | $13M | 0.3% | 2025-Q4 stale |
| MAPLELANE CAPITAL, LLC new | 67,000 | $6M | 0.1% | 2025-Q4 stale |
| Assenagon Asset Management S.A. new | 39,859 | $3M | 0.1% | 2025-Q4 stale |
| Jefferies Financial Group Inc. new | 31,434 | $3M | 0.1% | 2025-Q4 stale |
| AYAL Capital Advisors Ltd new | 31,000 | $3M | 0.1% | 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.