Who owns TM (TM)
Which tracked institutional funds hold TM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TM 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
88 tracked funds added or opened TM while 87 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
TM’s largest tracked holder by dollar value, Fisher Asset Management, LLC, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TM 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 691 tracked filers holding TM, 389 increased or opened the position and 233 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 TM 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 20
- D. E. Shaw & Co., Inc.$16M
- Y-Intercept (Hong Kong) Ltd$10M
- Calamos Advisors LLC$4M
- Calamos Wealth Management LLC$4M
- Grantham, Mayo, Van Otterloo & Co. LLC$3M
- Twin Tree Management, LP$3M
Full exits 19
- New Age Alpha Advisors, LLC$14M
- MOORE CAPITAL MANAGEMENT, LP$6M
- IFG Advisory, LLC$5M
- SOROS CAPITAL MANAGEMENT LLC$5M
- Forum Financial Management, LP$4M
- Gradient Investments LLC$2M
Largest adds
- JONES FINANCIAL COMPANIES LLLP$69M
- FMR LLC$24M
- CITIGROUP INC$21M
- AMERICAN CENTURY COMPANIES INC$18M
- Cullen Capital Management, LLC$14M
- AMERIPRISE FINANCIAL INC$13M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$66M
- Fisher Asset Management, LLC$41M
- Point72 Asset Management, L.P.$26M
- NATIXIS ADVISORS, LLC$20M
- MORGAN STANLEY$17M
- BALYASNY ASSET MANAGEMENT L.P.$10M
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 |
|---|---|---|---|---|
| Fisher Asset Management, LLC added | 7,067,216 | $1.5B | 29.9% | 2026-Q1 |
| MORGAN STANLEY added | 2,435,144 | $502M | 10.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,226,890 | $253M | 5.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,075,579 | $222M | 4.6% | 2026-Q1 |
| FMR LLC added | 1,033,153 | $213M | 4.4% | 2026-Q1 |
| BlackRock, Inc. added | 953,230 | $196M | 4.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 926,582 | $191M | 3.9% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 479,438 | $99M | 2.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 455,179 | $94M | 1.9% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 454,669 | $94M | 1.9% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 435,479 | $90M | 1.8% | 2026-Q1 |
| Clark Capital Management Group, Inc. trimmed | 398,351 | $82M | 1.7% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 345,025 | $71M | 1.5% | 2026-Q1 |
| Cullen Capital Management, LLC added | 312,605 | $64M | 1.3% | 2026-Q1 |
| SRB CORP trimmed | 291,815 | $60M | 1.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 281,293 | $57M | 1.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 254,096 | $52M | 1.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 238,307 | $49M | 1.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 237,220 | $49M | 1.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 197,032 | $41M | 0.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 190,865 | $39M | 0.8% | 2026-Q1 |
| UBS Group AG trimmed | 181,306 | $37M | 0.8% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 177,609 | $37M | 0.8% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 172,896 | $36M | 0.7% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 162,117 | $33M | 0.7% | 2026-Q1 |
| Quantinno Capital Management LP added | 157,114 | $32M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 153,412 | $32M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 143,726 | $30M | 0.6% | 2026-Q1 |
| Creative Planning added | 127,878 | $26M | 0.5% | 2026-Q1 |
| LPL Financial LLC added | 114,332 | $24M | 0.5% | 2026-Q1 |
| CITIGROUP INC added | 107,227 | $22M | 0.5% | 2026-Q1 |
| Martin Investment Management, LLC trimmed | 101,925 | $21M | 0.4% | 2026-Q1 |
| Vantage Investment Partners, LLC | 85,781 | $18M | 0.4% | 2026-Q1 |
| QRG CAPITAL MANAGEMENT, INC. added | 76,844 | $16M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 75,537 | $16M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 75,489 | $16M | 0.3% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 75,188 | $15M | 0.3% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 72,806 | $15M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 71,628 | $15M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 61,258 | $13M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 60,645 | $12M | 0.3% | 2026-Q1 |
| Invesco Ltd. added | 59,267 | $12M | 0.3% | 2026-Q1 |
| Strategic Wealth Partners, Ltd. added | 53,657 | $11M | 0.2% | 2026-Q1 |
| Stamos Capital Partners, L.P. added | 52,600 | $11M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 51,048 | $11M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 48,914 | $10M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 47,995 | $10M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 47,303 | $10M | 0.2% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 46,570 | $10M | 0.2% | 2026-Q1 |
| Altrius Capital Management Inc trimmed | 46,498 | $10M | 0.2% | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC trimmed | 45,573 | $9M | 0.2% | 2026-Q1 |
| HERITAGE INVESTORS MANAGEMENT CORP trimmed | 45,134 | $9M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP added | 41,832 | $9M | 0.2% | 2026-Q1 |
| US BANCORP \DE\ added | 41,767 | $9M | 0.2% | 2026-Q1 |
| BARCLAYS PLC added | 41,615 | $9M | 0.2% | 2026-Q1 |
| Crossmark Global Holdings, Inc. trimmed | 41,427 | $9M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 40,918 | $8M | 0.2% | 2026-Q1 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 40,240 | $8M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 38,952 | $8M | 0.2% | 2026-Q1 |
| FOSTER & MOTLEY INC trimmed | 38,340 | $8M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 38,276 | $8M | 0.2% | 2026-Q1 |
| Amanah Holdings Trust | 37,000 | $8M | 0.2% | 2026-Q1 |
| Moran Wealth Management, LLC added | 36,699 | $8M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 36,198 | $7M | 0.2% | 2026-Q1 |
| STATE STREET CORP trimmed | 35,666 | $7M | 0.2% | 2026-Q1 |
| CWM, LLC trimmed | 34,726 | $7M | 0.1% | 2026-Q1 |
| Vident Advisory, LLC added | 34,143 | $7M | 0.1% | 2026-Q1 |
| GABELLI FUNDS LLC added | 32,750 | $7M | 0.1% | 2026-Q1 |
| Laird Norton Wetherby Trust Company, LLC trimmed | 32,529 | $7M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 31,412 | $6M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 30,133 | $6M | 0.1% | 2026-Q1 |
| American Assets Investment Management, LLC | 30,000 | $6M | 0.1% | 2026-Q1 |
| Ethic Inc. added | 29,923 | $6M | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 29,335 | $6M | 0.1% | 2026-Q1 |
| INSPIRE TRUST CO, N.A. added | 29,000 | $6M | 0.1% | 2026-Q1 |
| Pathstone Holdings, LLC added | 27,276 | $6M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 27,104 | $6M | 0.1% | 2026-Q1 |
| FACTORY MUTUAL INSURANCE CO | 26,698 | $6M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 26,632 | $5M | 0.1% | 2026-Q1 |
| Generali Investments CEE, investicni spolecnost, a.s. trimmed | 25,454 | $5M | 0.1% | 2026-Q1 |
| HITE Hedge Asset Management LLC trimmed | 25,315 | $5M | 0.1% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 24,699 | $5M | 0.1% | 2026-Q1 |
| Cardinal Capital Management added | 24,355 | $5M | 0.1% | 2026-Q1 |
| Naviter Wealth, LLC added | 23,893 | $5M | 0.1% | 2026-Q1 |
| Vise Technologies, Inc. | 22,585 | $5M | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 23,371 | $5M | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 23,283 | $5M | 0.1% | 2026-Q1 |
| Americana Partners, LLC added | 23,266 | $5M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 23,355 | $5M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 22,717 | $5M | 0.1% | 2026-Q1 |
| BEARING POINT CAPITAL, LLC added | 22,061 | $5M | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 22,051 | $5M | 0.1% | 2026-Q1 |
| New Age Alpha Advisors, LLC trimmed | 63,400 | $14M | 0.3% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 68,500 | $13M | 0.3% | 2025-Q3 stale |
| Private Advisory Group LLC added | 33,500 | $6M | 0.1% | 2025-Q1 stale |
| MOORE CAPITAL MANAGEMENT, LP new | 26,500 | $6M | 0.1% | 2025-Q4 stale |
| IFG Advisory, LLC added | 25,477 | $5M | 0.1% | 2025-Q4 stale |
| Curi Capital, LLC added | 29,095 | $5M | 0.1% | 2025-Q2 stale |
| SOROS CAPITAL MANAGEMENT LLC new | 23,200 | $5M | 0.1% | 2025-Q4 stale |
| Laird Norton Wetherby Wealth Management, LLC trimmed | 24,821 | $5M | 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.