Who owns RRR (RRR)
Which tracked institutional funds hold RRR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RRR 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
51 tracked funds added or opened RRR while 93 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
RRR’s largest tracked holder by dollar value, BAMCO INC /NY/, sizes it at 2.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in RRR 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 253 tracked filers holding RRR, 136 increased or opened the position and 126 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 RRR 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 PORTFOLIO MANAGEMENT LLC$189M
- VANGUARD CAPITAL MANAGEMENT LLC$124M
- VANGUARD FIDUCIARY TRUST CO$18M
- Woodline Partners LP$11M
- Shellback Capital, LP$4M
- Orvieto Partners, L.P.$3M
Full exits 26
- VANGUARD GROUP INC$315M
- WELLINGTON MANAGEMENT GROUP LLP$46M
- Benchstone Capital Management LP$15M
- Hudson Bay Capital Management LP$11M
- Diametric Capital, LP$5M
- Holocene Advisors, LP$5M
Largest adds
- Invesco Ltd.$52M
- RENAISSANCE TECHNOLOGIES LLC$10M
- TUDOR INVESTMENT CORP ET AL$3M
- HSBC HOLDINGS PLC$3M
- GOLDMAN SACHS GROUP INC$3M
- Connor, Clark & Lunn Investment Management Ltd.$3M
Largest trims
- BlackRock, Inc.$172M
- EMINENCE CAPITAL, LP$78M
- BAMCO INC /NY/$60M
- FMR LLC$39M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$24M
- DIAMOND HILL CAPITAL MANAGEMENT INC$23M
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 |
|---|---|---|---|---|
| BAMCO INC /NY/ added | 13,412,846 | $716M | 22.8% | 2026-Q1 |
| BlackRock, Inc. trimmed | 5,059,141 | $270M | 8.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,543,343 | $189M | 6.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,318,528 | $124M | 3.9% | 2026-Q1 |
| Invesco Ltd. added | 2,201,086 | $117M | 3.7% | 2026-Q1 |
| DIAMOND HILL CAPITAL MANAGEMENT INC trimmed | 1,890,597 | $101M | 3.2% | 2026-Q1 |
| STATE STREET CORP added | 1,861,875 | $99M | 3.2% | 2026-Q1 |
| FMR LLC trimmed | 1,784,342 | $95M | 3.0% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 1,298,973 | $69M | 2.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,271,146 | $68M | 2.2% | 2026-Q1 |
| WESTFIELD CAPITAL MANAGEMENT CO LP added | 1,228,158 | $66M | 2.1% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 1,099,704 | $59M | 1.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 680,255 | $36M | 1.2% | 2026-Q1 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added | 650,943 | $35M | 1.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 619,052 | $33M | 1.1% | 2026-Q1 |
| MORGAN STANLEY added | 514,974 | $27M | 0.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 487,538 | $26M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 480,284 | $26M | 0.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 454,333 | $24M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 422,672 | $23M | 0.7% | 2026-Q1 |
| EMINENCE CAPITAL, LP trimmed | 414,491 | $22M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 329,157 | $18M | 0.6% | 2026-Q1 |
| UBS Group AG trimmed | 322,930 | $17M | 0.5% | 2026-Q1 |
| Capital World Investors | 312,500 | $17M | 0.5% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 300,400 | $16M | 0.5% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 287,633 | $15M | 0.5% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 259,741 | $14M | 0.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 256,594 | $14M | 0.4% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. trimmed | 210,995 | $11M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 206,869 | $11M | 0.4% | 2026-Q1 |
| Woodline Partners LP new | 203,894 | $11M | 0.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 196,344 | $10M | 0.3% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 187,926 | $10M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 173,612 | $9M | 0.3% | 2026-Q1 |
| MARSHALL WACE, LLP added | 158,454 | $8M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 152,848 | $8M | 0.3% | 2026-Q1 |
| Verition Fund Management LLC added | 135,000 | $7M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 117,512 | $6M | 0.2% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 114,288 | $6M | 0.2% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 107,873 | $6M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 106,630 | $6M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 105,927 | $6M | 0.2% | 2026-Q1 |
| Bullseye Asset Management LLC | 104,818 | $6M | 0.2% | 2026-Q1 |
| Trexquant Investment LP added | 104,157 | $6M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 100,800 | $5M | 0.2% | 2026-Q1 |
| BI Asset Management Fondsmaeglerselskab A/S trimmed | 91,357 | $5M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 89,530 | $5M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 86,798 | $5M | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 86,673 | $5M | 0.1% | 2026-Q1 |
| BESSEMER GROUP INC added | 81,494 | $4M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 69,418 | $4M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 79,483 | $4M | 0.1% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 75,946 | $4M | 0.1% | 2026-Q1 |
| Shellback Capital, LP trimmed | 75,455 | $4M | 0.1% | 2026-Q1 |
| Paloma Partners Management Co trimmed | 65,000 | $3M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 62,629 | $3M | 0.1% | 2026-Q1 |
| NORGES BANK added | 75,982 | $3M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 59,735 | $3M | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 59,375 | $3M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 57,489 | $3M | 0.1% | 2026-Q1 |
| Crystal Rock Capital Management trimmed | 55,710 | $3M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 55,678 | $3M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 51,006 | $3M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 50,035 | $3M | 0.1% | 2026-Q1 |
| Orvieto Partners, L.P. new | 50,000 | $3M | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 47,450 | $3M | 0.1% | 2026-Q1 |
| Ruffer LLP new | 47,257 | $3M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 45,954 | $2M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 44,207 | $2M | 0.1% | 2026-Q1 |
| III Capital Management added | 43,442 | $2M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 42,759 | $2M | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 42,399 | $2M | 0.1% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 41,900 | $2M | 0.1% | 2026-Q1 |
| Creative Planning added | 41,522 | $2M | 0.1% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC added | 36,165 | $2M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 38,167 | $2M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 5,092,191 | $315M | 10.1% | 2025-Q4 stale |
| Long Pond Capital, LP trimmed | 902,644 | $47M | 1.5% | 2025-Q2 stale |
| WELLINGTON MANAGEMENT GROUP LLP added | 738,072 | $46M | 1.5% | 2025-Q4 stale |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 385,883 | $24M | 0.8% | 2025-Q3 stale |
| ArrowMark Colorado Holdings LLC trimmed | 399,328 | $21M | 0.7% | 2025-Q2 stale |
| Point72 Asset Management, L.P. added | 368,340 | $19M | 0.6% | 2025-Q2 stale |
| Benchstone Capital Management LP new | 240,733 | $15M | 0.5% | 2025-Q4 stale |
| Hudson Bay Capital Management LP trimmed | 181,078 | $11M | 0.4% | 2025-Q4 stale |
| Qube Research & Technologies Ltd added | 159,383 | $10M | 0.3% | 2025-Q3 stale |
| ARMISTICE CAPITAL, LLC new | 161,179 | $8M | 0.3% | 2025-Q2 stale |
| J. Goldman & Co LP added | 118,693 | $6M | 0.2% | 2025-Q2 stale |
| Diametric Capital, LP added | 86,594 | $5M | 0.2% | 2025-Q4 stale |
| Holocene Advisors, LP added | 85,470 | $5M | 0.2% | 2025-Q4 stale |
| DARK FOREST CAPITAL MANAGEMENT LP trimmed | 79,582 | $5M | 0.2% | 2025-Q3 stale |
| Cinctive Capital Management LP added | 91,553 | $5M | 0.2% | 2025-Q2 stale |
| NATIXIS new | 66,500 | $4M | 0.1% | 2025-Q3 stale |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 61,490 | $4M | 0.1% | 2025-Q4 stale |
| VIRGINIA RETIREMENT SYSTEMS ET Al added | 43,700 | $3M | 0.1% | 2025-Q4 stale |
| ALGERT GLOBAL LLC trimmed | 41,540 | $3M | 0.1% | 2025-Q4 stale |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 40,807 | $2M | 0.1% | 2025-Q3 stale |
| Nebula Research & Development LLC added | 42,023 | $2M | 0.1% | 2025-Q2 stale |
| Man Group plc trimmed | 41,131 | $2M | 0.1% | 2025-Q2 stale |
| COMERICA BANK trimmed | 34,042 | $2M | 0.1% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC trimmed | 33,790 | $2M | 0.1% | 2025-Q3 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.