Who owns XLK (XLK)
Which tracked institutional funds hold XLK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XLK 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
The tracked-fund tape on XLK is one-sided between 2025-Q4 and 2026-Q1: 260 added or opened and 816 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
XLK’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.8% of theirs — a 0.5pp gap the other way — the median holder sizes XLK more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in XLK 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 2387 tracked filers holding XLK, 1012 increased or opened the position and 1154 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 XLK 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 68
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$213M
- UNIVERSITY OF CHICAGO$204M
- PARK AVENUE SECURITIES LLC$50M
- MARSHALL WACE, LLP$33M
- Baer Investment Advisory LLC$24M
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$22M
Full exits 110
- Provida Pension Fund Administrator$181M
- FACTORY MUTUAL INSURANCE CO$147M
- 1832 Asset Management L.P.$147M
- TIFF ADVISORY SERVICES, LLC$89M
- SUMITOMO MITSUI FINANCIAL GROUP, INC.$68M
- COMERICA BANK$53M
Largest adds
- UBS Group AG$295M
- BNP PARIBAS FINANCIAL MARKETS$232M
- MILLENNIUM MANAGEMENT LLC$89M
- Galvin, Gaustad & Stein, LLC$70M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$57M
- JANE STREET GROUP, LLC$54M
Largest trims
- CITADEL ADVISORS LLC$464M
- BANK OF AMERICA CORP /DE/$233M
- TWO SIGMA INVESTMENTS, LP$231M
- Harel Insurance Investments & Financial Services Ltd.$230M
- LPL Financial LLC$212M
- AMERIPRISE FINANCIAL INC$186M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 23,868,812 | $3.2B | 8.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 23,321,099 | $3.1B | 8.1% | 2026-Q1 |
| MORGAN STANLEY added | 19,619,077 | $2.6B | 6.8% | 2026-Q1 |
| LPL Financial LLC trimmed | 15,714,943 | $2.1B | 5.4% | 2026-Q1 |
| Focus Partners Wealth trimmed | 12,980,953 | $1.7B | 4.5% | 2026-Q1 |
| UBS Group AG added | 12,223,883 | $1.6B | 4.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 11,768,594 | $1.6B | 4.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 9,626,305 | $1.3B | 3.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 9,455,154 | $1.2B | 3.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 8,262,229 | $1.1B | 2.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 7,922,658 | $1.1B | 2.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 5,951,587 | $791M | 2.1% | 2026-Q1 |
| Main Management ETF Advisors, LLC trimmed | 5,099,787 | $678M | 1.8% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 4,727,854 | $628M | 1.6% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 4,720,619 | $627M | 1.6% | 2026-Q1 |
| Migdal Insurance & Financial Holdings Ltd. trimmed | 4,296,822 | $571M | 1.5% | 2026-Q1 |
| PGIM Custom Harvest LLC added | 3,871,015 | $514M | 1.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 3,770,168 | $501M | 1.3% | 2026-Q1 |
| WestEnd Advisors, LLC added | 3,223,539 | $428M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 3,150,026 | $419M | 1.1% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 2,753,674 | $366M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,224,210 | $296M | 0.8% | 2026-Q1 |
| AGF MANAGEMENT LTD trimmed | 2,157,884 | $287M | 0.7% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 1,353,729 | $278M | 0.7% | 2026-Q1 |
| BARCLAYS PLC added | 2,079,946 | $276M | 0.7% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 2,017,992 | $268M | 0.7% | 2026-Q1 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 1,994,050 | $265M | 0.7% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 1,987,473 | $264M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 1,826,990 | $243M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 1,726,887 | $230M | 0.6% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 1,714,371 | $228M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,692,228 | $225M | 0.6% | 2026-Q1 |
| Cerity Partners OCIO LLC added | 1,691,744 | $225M | 0.6% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 1,600,000 | $213M | 0.6% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 1,596,972 | $212M | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,574,822 | $209M | 0.5% | 2026-Q1 |
| UNIVERSITY OF CHICAGO new | 1,533,165 | $204M | 0.5% | 2026-Q1 |
| STATE STREET CORP trimmed | 1,445,017 | $192M | 0.5% | 2026-Q1 |
| Harel Insurance Investments & Financial Services Ltd. trimmed | 1,416,839 | $188M | 0.5% | 2026-Q1 |
| J.Safra Asset Management Corp added | 1,404,265 | $187M | 0.5% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 1,458,323 | $183M | 0.5% | 2026-Q1 |
| KCM INVESTMENT ADVISORS LLC added | 1,348,601 | $179M | 0.5% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 1,295,026 | $172M | 0.4% | 2026-Q1 |
| CITIGROUP INC trimmed | 1,284,556 | $171M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 1,273,909 | $169M | 0.4% | 2026-Q1 |
| RiverFront Investment Group, LLC added | 1,258,540 | $167M | 0.4% | 2026-Q1 |
| Advisory Alpha, LLC added | 1,210,914 | $161M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 1,174,237 | $156M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 1,143,014 | $152M | 0.4% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,132,976 | $151M | 0.4% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 1,130,596 | $150M | 0.4% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 1,128,893 | $150M | 0.4% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 1,079,699 | $143M | 0.4% | 2026-Q1 |
| Mariner, LLC trimmed | 1,046,587 | $139M | 0.4% | 2026-Q1 |
| CWM, LLC trimmed | 1,044,720 | $139M | 0.4% | 2026-Q1 |
| Capital Investment Advisors, LLC added | 976,079 | $130M | 0.3% | 2026-Q1 |
| Main Management LLC added | 967,146 | $129M | 0.3% | 2026-Q1 |
| Elo Mutual Pension Insurance Co trimmed | 953,731 | $127M | 0.3% | 2026-Q1 |
| Phoenix Financial Ltd. trimmed | 935,111 | $124M | 0.3% | 2026-Q1 |
| BAR HARBOR WEALTH MANAGEMENT trimmed | 933,094 | $124M | 0.3% | 2026-Q1 |
| Conservest Capital Advisors, Inc. trimmed | 906,122 | $120M | 0.3% | 2026-Q1 |
| Cerity Partners LLC added | 881,245 | $117M | 0.3% | 2026-Q1 |
| 71 West Capital Partners added | 877,176 | $117M | 0.3% | 2026-Q1 |
| BlackRock, Inc. added | 853,468 | $113M | 0.3% | 2026-Q1 |
| SRB CORP | 853,424 | $113M | 0.3% | 2026-Q1 |
| Saudi Central Bank | 851,762 | $113M | 0.3% | 2026-Q1 |
| SPINNAKER TRUST trimmed | 792,955 | $105M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 760,006 | $101M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 733,023 | $97M | 0.3% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 728,979 | $97M | 0.3% | 2026-Q1 |
| GRIMES & Co WEALTH MANAGEMENT, LLC trimmed | 723,415 | $96M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 715,561 | $95M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 699,988 | $93M | 0.2% | 2026-Q1 |
| Trek Financial, LLC added | 699,776 | $93M | 0.2% | 2026-Q1 |
| Gerber Kawasaki Wealth & Investment Management added | 695,091 | $92M | 0.2% | 2026-Q1 |
| ASSETMARK, INC trimmed | 690,636 | $92M | 0.2% | 2026-Q1 |
| Krilogy Financial LLC added | 525,383 | $80M | 0.2% | 2026-Q1 |
| CoreCap Advisors, LLC added | 573,010 | $76M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 576,602 | $75M | 0.2% | 2026-Q1 |
| Swan Global Investments, LLC trimmed | 559,388 | $74M | 0.2% | 2026-Q1 |
| Parker Investment Management, LLC trimmed | 554,785 | $74M | 0.2% | 2026-Q1 |
| Creative Planning added | 550,059 | $73M | 0.2% | 2026-Q1 |
| Trilogy Capital Inc. added | 545,584 | $73M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 542,041 | $72M | 0.2% | 2026-Q1 |
| Galvin, Gaustad & Stein, LLC added | 532,646 | $71M | 0.2% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 516,802 | $70M | 0.2% | 2026-Q1 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 514,600 | $68M | 0.2% | 2026-Q1 |
| Evolution Wealth Advisors, LLC added | 513,535 | $68M | 0.2% | 2026-Q1 |
| IMZ Advisory Inc added | 509,816 | $68M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 496,584 | $66M | 0.2% | 2026-Q1 |
| Wharton Business Group, LLC trimmed | 486,310 | $65M | 0.2% | 2026-Q1 |
| AlphaStar Capital Management, LLC added | 473,802 | $63M | 0.2% | 2026-Q1 |
| CHURCHILL MANAGEMENT Corp added | 4,809,901 | $1.2B | 3.2% | 2025-Q2 stale |
| Provida Pension Fund Administrator added | 1,259,228 | $181M | 0.5% | 2025-Q4 stale |
| FACTORY MUTUAL INSURANCE CO trimmed | 1,022,030 | $147M | 0.4% | 2025-Q4 stale |
| 1832 Asset Management L.P. added | 1,018,057 | $147M | 0.4% | 2025-Q4 stale |
| TD Asset Management Inc added | 482,694 | $100M | 0.3% | 2025-Q1 stale |
| TIFF ADVISORY SERVICES, LLC added | 621,654 | $89M | 0.2% | 2025-Q4 stale |
| Full Sail Capital, LLC added | 254,871 | $72M | 0.2% | 2025-Q3 stale |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. trimmed | 466,000 | $68M | 0.2% | 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.