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Institutional Ownership · SEC Form 13F

Who owns SPY (SPY)


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

4,532
Institutional holders
573,026,711
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on SPY is one-sided between 2025-Q4 and 2026-Q1: 623 added or opened and 1924 trimmed or exited — on balance reducing.

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

SPY’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 2.0% of its own reported 13F book, while the median holder sizes it at 2.5% of theirs — a 0.6pp gap the other way — the median holder sizes SPY more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in SPY 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 4527 tracked filers holding SPY, 1880 increased or opened the position and 2303 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 SPY 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 131

  • CAPITOLIS LIQUID GLOBAL MARKETS LLC$489M
  • OLD MISSION CAPITAL LLC$339M
  • IMC-Chicago, LLC$284M
  • CIBC Bancorp USA Inc.$194M
  • TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$168M
  • Squarepoint Ops LLC$158M

Full exits 189

  • Alphadyne Asset Management LP$634M
  • Janney Montgomery Scott LLC$466M
  • CIBC Private Wealth Group LLC$439M
  • Man Group plc$419M
  • COMERICA BANK$303M
  • BOCHK Asset Management Ltd$208M

Largest adds

  • JANE STREET GROUP, LLC$6.4B
  • MORGAN STANLEY$6.3B
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.0B
  • GOLDMAN SACHS GROUP INC$1.4B
  • Gotham Asset Management, LLC$1.3B
  • SG Americas Securities, LLC$1.0B

Largest trims

  • WELLS FARGO & COMPANY/MN$8.2B
  • CITIGROUP INC$4.7B
  • D. E. Shaw & Co., Inc.$3.2B
  • MILLENNIUM MANAGEMENT LLC$2.1B
  • ROYAL BANK OF CANADA$1.9B
  • JPMORGAN CHASE & CO$1.4B

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
JPMORGAN CHASE & CO added45,790,886$28.9B10.5%2026-Q1
MORGAN STANLEY added40,502,730$26.3B9.5%2026-Q1
GOLDMAN SACHS GROUP INC added36,607,926$23.8B8.6%2026-Q1
BANK OF AMERICA CORP /DE/ added32,276,125$21.0B7.6%2026-Q1
JANE STREET GROUP, LLC added20,289,599$13.2B4.8%2026-Q1
NORTHERN TRUST CORP added13,839,818$9.0B3.3%2026-Q1
UBS Group AG added12,302,084$8.0B2.9%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added10,645,680$6.9B2.5%2026-Q1
LPL Financial LLC trimmed9,962,967$6.5B2.3%2026-Q1
WELLS FARGO & COMPANY/MN trimmed9,418,886$6.1B2.2%2026-Q1
Gotham Asset Management, LLC added9,005,674$5.9B2.1%2026-Q1
HRT FINANCIAL LP trimmed6,906,576$4.5B1.6%2026-Q1
BARCLAYS PLC added6,532,151$4.2B1.5%2026-Q1
ROYAL BANK OF CANADA trimmed6,383,133$4.2B1.5%2026-Q1
Capula Management Ltd added6,159,222$4.0B1.5%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added6,112,403$4.0B1.4%2026-Q1
BANK OF MONTREAL /CAN/ trimmed5,964,307$3.9B1.4%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed4,529,491$2.9B1.1%2026-Q1
Bridgewater Associates, LP trimmed4,364,862$2.8B1.0%2026-Q1
Lido Advisors, LLC added4,336,222$2.8B1.0%2026-Q1
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. added4,269,557$2.7B1.0%2026-Q1
FMR LLC trimmed4,166,717$2.7B1.0%2026-Q1
US BANCORP \DE\ trimmed4,167,187$2.7B1.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed3,903,472$2.5B0.9%2026-Q1
Cresset Asset Management, LLC trimmed3,561,935$2.3B0.8%2026-Q1
MACKENZIE FINANCIAL CORP added3,432,710$2.2B0.8%2026-Q1
TRUIST FINANCIAL CORP added3,149,164$2.0B0.7%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added2,981,038$1.9B0.7%2026-Q1
Creative Planning trimmed2,956,006$1.9B0.7%2026-Q1
Rockefeller Capital Management L.P. trimmed2,946,267$1.9B0.7%2026-Q1
Sanders Capital, LLC added2,923,008$1.9B0.7%2026-Q1
AMERIPRISE FINANCIAL INC trimmed2,925,798$1.9B0.7%2026-Q1
TD Asset Management Inc added2,848,742$1.9B0.7%2026-Q1
HighTower Advisors, LLC added2,802,707$1.8B0.7%2026-Q1
Bank of New York Mellon Corp trimmed2,662,796$1.7B0.6%2026-Q1
National Mutual Insurance Federation of Agricultural Cooperatives2,617,832$1.7B0.6%2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed2,589,197$1.7B0.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added2,584,704$1.7B0.6%2026-Q1
Focus Partners Wealth added2,429,375$1.5B0.5%2026-Q1
SG Americas Securities, LLC added2,179,433$1.4B0.5%2026-Q1
Pathstone Holdings, LLC trimmed2,176,821$1.4B0.5%2026-Q1
Cerity Partners LLC added2,150,070$1.4B0.5%2026-Q1
Clal Insurance Enterprises Holdings Ltd added2,000,882$1.3B0.5%2026-Q1
Cetera Investment Advisers trimmed1,811,359$1.2B0.4%2026-Q1
CIBC WORLD MARKET INC. added1,807,103$1.2B0.4%2026-Q1
BlackRock, Inc. trimmed1,765,807$1.1B0.4%2026-Q1
Walleye Capital LLC added1,636,152$1.1B0.4%2026-Q1
CITIGROUP INC trimmed1,631,197$1.1B0.4%2026-Q1
STIFEL FINANCIAL CORP trimmed1,627,679$1.1B0.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed1,619,363$1.1B0.4%2026-Q1
STATE STREET CORP trimmed1,594,625$1.0B0.4%2026-Q1
MEITAV INVESTMENT HOUSE LTD added1,572,253$1.0B0.4%2026-Q1
Mariner, LLC trimmed1,507,932$979M0.4%2026-Q1
Corient Private Wealth LLC trimmed1,543,318$966M0.4%2026-Q1
Bank Julius Baer & Co. Ltd, Zurich trimmed1,390,820$905M0.3%2026-Q1
Trustees of Columbia University in the City of New York added1,369,552$891M0.3%2026-Q1
MACQUARIE GROUP LTD added1,340,025$871M0.3%2026-Q1
OSAIC HOLDINGS, INC. trimmed1,294,890$843M0.3%2026-Q1
Power Alpha Investment Ltd trimmed1,258,151$818M0.3%2026-Q1
Norinchukin Bank, The1,233,000$802M0.3%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed1,214,328$790M0.3%2026-Q1
Trust Asset Management LLC trimmed1,204,318$783M0.3%2026-Q1
TORONTO DOMINION BANK added1,196,547$778M0.3%2026-Q1
Pure Financial Advisors, LLC added1,128,423$734M0.3%2026-Q1
TUDOR INVESTMENT CORP ET AL added1,119,113$728M0.3%2026-Q1
Cohen Klingenstein LLC trimmed1,110,929$722M0.3%2026-Q1
BBR PARTNERS, LLC added1,067,347$694M0.3%2026-Q1
NATIXIS added1,013,049$659M0.2%2026-Q1
Hirtle & Co., LLC trimmed997,270$649M0.2%2026-Q1
Swan Global Investments, LLC trimmed995,392$647M0.2%2026-Q1
FRANKLIN RESOURCES INC added985,588$641M0.2%2026-Q1
BROWN ADVISORY INC added968,768$630M0.2%2026-Q1
MAI Capital Management added959,838$624M0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added961,155$614M0.2%2026-Q1
Valeo Financial Advisors, LLC trimmed922,509$600M0.2%2026-Q1
FIFTH THIRD BANCORP added920,364$599M0.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC added916,400$596M0.2%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD trimmed877,000$570M0.2%2026-Q1
Analyst IMS Investment Management Services Ltd. trimmed864,617$562M0.2%2026-Q1
IEQ CAPITAL, LLC trimmed863,032$561M0.2%2026-Q1
Freedom Together Foundation847,400$551M0.2%2026-Q1
BLAIR WILLIAM & CO/IL trimmed845,294$550M0.2%2026-Q1
Verition Fund Management LLC trimmed835,554$543M0.2%2026-Q1
TEXAS TREASURY SAFEKEEPING TRUST CO trimmed834,569$543M0.2%2026-Q1
Circle Wealth Management, LLC added830,249$540M0.2%2026-Q1
Pine Ridge Advisers LLC trimmed820,008$533M0.2%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed788,251$513M0.2%2026-Q1
Quantinno Capital Management LP added785,441$511M0.2%2026-Q1
PRUDENTIAL FINANCIAL INC trimmed783,836$510M0.2%2026-Q1
Concentric Capital Strategies, LP added767,992$499M0.2%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC added764,294$497M0.2%2026-Q1
SUMITOMO MITSUI FINANCIAL GROUP, INC. added755,968$492M0.2%2026-Q1
GLENMEDE TRUST CO NA trimmed753,523$490M0.2%2026-Q1
Silicon Valley Community Foundation trimmed2,777,873$1.7B0.6%2025-Q2 stale
MASTERCARD FOUNDATION ASSET MANAGEMENT CORP new1,179,487$786M0.3%2025-Q3 stale
NISSAY ASSET MANAGEMENT CORP /JAPAN1,164,154$719M0.3%2025-Q2 stale
CHURCHILL MANAGEMENT Corp added1,067,120$659M0.2%2025-Q2 stale
Alphadyne Asset Management LP added929,762$634M0.2%2025-Q4 stale
WOLVERINE TRADING, LLC trimmed915,710$608M0.2%2025-Q3 stale
Glenmede Investment Management, LP trimmed772,361$515M0.2%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.

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.

Learn how to read institutional ownership