Who owns RMD (RMD)
Which tracked institutional funds hold RMD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RMD 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
132 tracked funds added or opened RMD while 290 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
RMD’s largest tracked holder by dollar value, VANGUARD GROUP 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in RMD 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 936 tracked filers holding RMD, 462 increased or opened the position and 433 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 RMD 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 38
- VANGUARD CAPITAL MANAGEMENT LLC$2.1B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.8B
- VANGUARD FIDUCIARY TRUST CO$185M
- MARSHALL WACE, LLP$86M
- Vanguard Global Advisers, LLC$72M
- TWO SIGMA INVESTMENTS, LP$70M
Full exits 40
- VANGUARD GROUP INC$4.5B
- RENAISSANCE TECHNOLOGIES LLC$73M
- Skandinaviska Enskilda Banken AB (publ)$34M
- VIRGINIA RETIREMENT SYSTEMS ET Al$24M
- FORSTA AP-FONDEN$20M
- TWO SIGMA ADVISERS, LP$10M
Largest adds
- Amundi$124M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$67M
- CITADEL ADVISORS LLC$59M
- Swedbank AB$38M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$35M
- CANADA PENSION PLAN INVESTMENT BOARD$35M
Largest trims
- BlackRock, Inc.$786M
- NORGES BANK$120M
- STATE STREET CORP$105M
- MORGAN STANLEY$93M
- PRICE T ROWE ASSOCIATES INC /MD/$79M
- Bank of New York Mellon Corp$72M
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 | 9,749,943 | $2.2B | 9.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 9,466,416 | $2.1B | 9.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 7,863,922 | $1.8B | 7.5% | 2026-Q1 |
| STATE STREET CORP added | 6,643,168 | $1.5B | 6.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 4,925,386 | $1.1B | 4.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 4,352,873 | $974M | 4.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,686,821 | $603M | 2.6% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,885,745 | $423M | 1.8% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 1,725,693 | $387M | 1.6% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 1,537,825 | $345M | 1.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 1,422,865 | $319M | 1.4% | 2026-Q1 |
| Swedbank AB added | 1,350,234 | $303M | 1.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,135,299 | $255M | 1.1% | 2026-Q1 |
| Amundi added | 1,062,184 | $238M | 1.0% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 1,033,381 | $227M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,004,205 | $225M | 1.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,004,218 | $225M | 1.0% | 2026-Q1 |
| Legal & General Group Plc trimmed | 990,361 | $222M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 928,430 | $208M | 0.9% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 849,070 | $191M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 825,076 | $185M | 0.8% | 2026-Q1 |
| UBS Group AG trimmed | 726,811 | $163M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 705,147 | $155M | 0.7% | 2026-Q1 |
| NORGES BANK trimmed | 576,773 | $129M | 0.5% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 538,031 | $121M | 0.5% | 2026-Q1 |
| Pacer Advisors, Inc. added | 846,497 | $117M | 0.5% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 487,861 | $110M | 0.5% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 472,619 | $106M | 0.5% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 450,250 | $101M | 0.4% | 2026-Q1 |
| Tandem Investment Advisors, Inc. trimmed | 436,912 | $98M | 0.4% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 436,314 | $98M | 0.4% | 2026-Q1 |
| AustralianSuper Pty Ltd added | 434,614 | $98M | 0.4% | 2026-Q1 |
| Employees Provident Fund Board added | 429,899 | $97M | 0.4% | 2026-Q1 |
| Swiss National Bank added | 428,380 | $96M | 0.4% | 2026-Q1 |
| Ilex Capital Partners (UK) LLP added | 413,855 | $93M | 0.4% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 380,448 | $92M | 0.4% | 2026-Q1 |
| CITIGROUP INC added | 390,082 | $88M | 0.4% | 2026-Q1 |
| MARSHALL WACE, LLP added | 381,296 | $86M | 0.4% | 2026-Q1 |
| Nuveen, LLC added | 379,629 | $85M | 0.4% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 345,620 | $78M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 348,186 | $77M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 340,923 | $77M | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 334,114 | $75M | 0.3% | 2026-Q1 |
| FMR LLC trimmed | 332,117 | $75M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 332,108 | $75M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 331,065 | $74M | 0.3% | 2026-Q1 |
| Welch & Forbes LLC trimmed | 326,407 | $73M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 323,371 | $73M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 318,846 | $72M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 313,511 | $70M | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 312,468 | $70M | 0.3% | 2026-Q1 |
| Allianz Asset Management GmbH added | 310,802 | $70M | 0.3% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 304,265 | $68M | 0.3% | 2026-Q1 |
| FIL Ltd trimmed | 300,025 | $67M | 0.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 292,089 | $66M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 282,712 | $63M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System added | 282,628 | $63M | 0.3% | 2026-Q1 |
| Stephens Investment Management Group LLC trimmed | 272,553 | $61M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 272,526 | $61M | 0.3% | 2026-Q1 |
| AMERICAN CAPITAL MANAGEMENT INC trimmed | 265,399 | $60M | 0.3% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 257,413 | $58M | 0.2% | 2026-Q1 |
| National Pension Service added | 243,785 | $55M | 0.2% | 2026-Q1 |
| Aberdeen Group plc trimmed | 237,839 | $53M | 0.2% | 2026-Q1 |
| Giverny Capital Inc. trimmed | 230,005 | $52M | 0.2% | 2026-Q1 |
| BLI - Banque de Luxembourg Investments | 215,489 | $52M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 222,621 | $50M | 0.2% | 2026-Q1 |
| Aviso Financial Inc. added | 211,511 | $47M | 0.2% | 2026-Q1 |
| VAUGHAN DAVID INVESTMENTS LLC/IL added | 209,685 | $47M | 0.2% | 2026-Q1 |
| Eurizon Capital SGR S.p.A. trimmed | 209,532 | $47M | 0.2% | 2026-Q1 |
| Life Cycle Investment Partners Ltd added | 208,043 | $47M | 0.2% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 205,284 | $46M | 0.2% | 2026-Q1 |
| Dundas Partners LLP trimmed | 203,021 | $46M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 200,036 | $45M | 0.2% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 191,485 | $42M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 187,466 | $42M | 0.2% | 2026-Q1 |
| PINEBRIDGE INVESTMENTS LLC added | 184,320 | $41M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 179,288 | $40M | 0.2% | 2026-Q1 |
| AVIVA PLC added | 175,392 | $39M | 0.2% | 2026-Q1 |
| PFA Pension, Forsikringsaktieselskab trimmed | 171,378 | $38M | 0.2% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 161,342 | $36M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 159,533 | $36M | 0.2% | 2026-Q1 |
| Bellevue Group AG trimmed | 159,346 | $36M | 0.2% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 159,221 | $36M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 152,616 | $34M | 0.1% | 2026-Q1 |
| MILFORD FUNDS LTD added | 150,000 | $34M | 0.1% | 2026-Q1 |
| Aware Super Pty Ltd as trustee of Aware Super trimmed | 149,697 | $34M | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 142,280 | $32M | 0.1% | 2026-Q1 |
| SEB Asset Management AB new | 140,030 | $31M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 132,228 | $30M | 0.1% | 2026-Q1 |
| Norinchukin Bank, The added | 127,946 | $29M | 0.1% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 127,697 | $29M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 18,813,605 | $4.5B | 19.3% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 304,480 | $73M | 0.3% | 2025-Q4 stale |
| Qube Research & Technologies Ltd added | 142,863 | $39M | 0.2% | 2025-Q3 stale |
| PINEBRIDGE INVESTMENTS, L.P. trimmed | 139,069 | $38M | 0.2% | 2025-Q3 stale |
| Achmea Investment Management B.V. trimmed | 138,375 | $38M | 0.2% | 2025-Q3 stale |
| MARTIN CURRIE LTD trimmed | 136,131 | $35M | 0.1% | 2025-Q2 stale |
| Skandinaviska Enskilda Banken AB (publ) added | 141,153 | $34M | 0.1% | 2025-Q4 stale |
| JUPITER ASSET MANAGEMENT LTD added | 143,328 | $32M | 0.1% | 2025-Q1 stale |
| AXA S.A. added | 112,977 | $29M | 0.1% | 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.
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.