Who owns XYZ (XYZ)
Which tracked institutional funds hold XYZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XYZ 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
162 tracked funds added or opened XYZ while 283 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
XYZ’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 XYZ 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 978 tracked filers holding XYZ, 500 increased or opened the position and 491 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 XYZ 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 44
- VANGUARD CAPITAL MANAGEMENT LLC$2.1B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.5B
- VANGUARD FIDUCIARY TRUST CO$187M
- Vanguard Global Advisers, LLC$72M
- VANGUARD ASSET MANAGEMENT, Ltd$53M
- Azora Capital LP$42M
Full exits 54
- VANGUARD GROUP INC$4.4B
- Carmignac Gestion$222M
- MOORE CAPITAL MANAGEMENT, LP$33M
- FERNBRIDGE CAPITAL MANAGEMENT LP$28M
- SAMLYN CAPITAL, LLC$26M
- Massar Capital Management, LP$23M
Largest adds
- CITADEL ADVISORS LLC$340M
- Capital World Investors$197M
- Point72 Asset Management, L.P.$177M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$165M
- JPMORGAN CHASE & CO$133M
- PointState Capital LP$105M
Largest trims
- BlackRock, Inc.$755M
- BAILLIE GIFFORD & CO$482M
- MORGAN STANLEY$228M
- FMR LLC$203M
- TIGER GLOBAL MANAGEMENT LLC$174M
- Dragoneer Investment Group, LLC$148M
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 |
|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ added | 45,205,148 | $2.7B | 9.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 35,575,779 | $2.1B | 7.4% | 2026-Q1 |
| BlackRock, Inc. trimmed | 32,720,390 | $2.0B | 6.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 25,662,834 | $1.5B | 5.4% | 2026-Q1 |
| STATE STREET CORP added | 23,140,666 | $1.4B | 4.8% | 2026-Q1 |
| Capital World Investors added | 20,602,960 | $1.2B | 4.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 15,880,557 | $956M | 3.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 14,714,249 | $882M | 3.1% | 2026-Q1 |
| NORGES BANK added | 9,225,802 | $501M | 1.7% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 7,423,669 | $447M | 1.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 6,867,717 | $413M | 1.4% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 6,298,335 | $379M | 1.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 6,287,222 | $378M | 1.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 6,050,533 | $364M | 1.3% | 2026-Q1 |
| SANDS CAPITAL MANAGEMENT, LLC trimmed | 5,510,835 | $332M | 1.2% | 2026-Q1 |
| Invesco Ltd. added | 5,379,439 | $324M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 4,716,947 | $284M | 1.0% | 2026-Q1 |
| Contour Asset Management LLC trimmed | 4,534,324 | $273M | 0.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 4,411,117 | $265M | 0.9% | 2026-Q1 |
| TIGER GLOBAL MANAGEMENT LLC trimmed | 4,000,000 | $241M | 0.8% | 2026-Q1 |
| PointState Capital LP added | 3,977,687 | $239M | 0.8% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 3,932,254 | $237M | 0.8% | 2026-Q1 |
| UBS Group AG added | 3,594,731 | $216M | 0.8% | 2026-Q1 |
| Legal & General Group Plc added | 3,448,397 | $208M | 0.7% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 3,309,296 | $199M | 0.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 3,147,988 | $189M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 3,107,969 | $187M | 0.7% | 2026-Q1 |
| ARK Investment Management LLC trimmed | 3,093,936 | $186M | 0.6% | 2026-Q1 |
| FMR LLC trimmed | 2,989,921 | $180M | 0.6% | 2026-Q1 |
| Dragoneer Investment Group, LLC trimmed | 2,918,392 | $176M | 0.6% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 2,880,867 | $173M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 3,009,725 | $172M | 0.6% | 2026-Q1 |
| Amova Asset Management Americas, Inc. trimmed | 2,845,917 | $171M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 2,787,890 | $168M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,740,481 | $165M | 0.6% | 2026-Q1 |
| BAILLIE GIFFORD & CO trimmed | 2,666,255 | $160M | 0.6% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 2,624,534 | $158M | 0.5% | 2026-Q1 |
| Hyperion Asset Management Ltd trimmed | 2,510,006 | $151M | 0.5% | 2026-Q1 |
| Evergreen Quality Fund GP, Ltd. | 1,870,994 | $113M | 0.4% | 2026-Q1 |
| Clearbridge Investments, LLC added | 1,822,759 | $110M | 0.4% | 2026-Q1 |
| Swiss National Bank added | 1,607,286 | $97M | 0.3% | 2026-Q1 |
| FIL Ltd trimmed | 1,567,236 | $94M | 0.3% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 1,565,427 | $94M | 0.3% | 2026-Q1 |
| Amundi trimmed | 1,474,602 | $89M | 0.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 1,454,496 | $88M | 0.3% | 2026-Q1 |
| Ribbit Management Company, LLC added | 1,431,500 | $86M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,397,023 | $84M | 0.3% | 2026-Q1 |
| GLENVIEW CAPITAL MANAGEMENT, LLC added | 1,364,471 | $82M | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 1,335,493 | $80M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,274,198 | $77M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,237,192 | $74M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 1,204,686 | $72M | 0.3% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP trimmed | 1,119,608 | $67M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 1,081,734 | $65M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 1,059,824 | $64M | 0.2% | 2026-Q1 |
| a16z Capital Management, L.L.C. | 1,016,697 | $61M | 0.2% | 2026-Q1 |
| SC US (TTGP), LTD. | 990,778 | $60M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 954,520 | $57M | 0.2% | 2026-Q1 |
| National Pension Service added | 948,075 | $57M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 944,299 | $57M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 908,311 | $55M | 0.2% | 2026-Q1 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. trimmed | 907,930 | $55M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 882,270 | $53M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 872,962 | $53M | 0.2% | 2026-Q1 |
| Danica Pension, Livsforsikringsaktieselskab trimmed | 868,370 | $52M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 801,927 | $48M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 786,666 | $47M | 0.2% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 752,961 | $45M | 0.2% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 744,136 | $45M | 0.2% | 2026-Q1 |
| Meridiem Capital Partners LP added | 730,706 | $44M | 0.2% | 2026-Q1 |
| Azora Capital LP added | 695,247 | $42M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 678,728 | $41M | 0.1% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 672,155 | $40M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 637,726 | $38M | 0.1% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 637,721 | $38M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 562,380 | $37M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 607,348 | $37M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 603,775 | $36M | 0.1% | 2026-Q1 |
| Woodson Capital Management, LP trimmed | 579,109 | $35M | 0.1% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 563,240 | $34M | 0.1% | 2026-Q1 |
| Nan Shan Life Insurance Co., Ltd. trimmed | 552,700 | $33M | 0.1% | 2026-Q1 |
| PFA Pension, Forsikringsaktieselskab trimmed | 552,069 | $33M | 0.1% | 2026-Q1 |
| DekaBank Deutsche Girozentrale | 541,204 | $32M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 517,768 | $31M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 494,003 | $30M | 0.1% | 2026-Q1 |
| Tidal Investments LLC trimmed | 492,809 | $30M | 0.1% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 485,600 | $29M | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 470,500 | $28M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 66,853,437 | $4.4B | 15.1% | 2025-Q4 stale |
| VIKING GLOBAL INVESTORS LP trimmed | 5,420,475 | $368M | 1.3% | 2025-Q2 stale |
| Carmignac Gestion added | 3,417,826 | $222M | 0.8% | 2025-Q4 stale |
| ONTARIO TEACHERS PENSION PLAN BOARD new | 2,946,511 | $160M | 0.6% | 2025-Q1 stale |
| Bares Capital Management, Inc. trimmed | 1,991,847 | $144M | 0.5% | 2025-Q3 stale |
| Southpoint Capital Advisors LP trimmed | 1,000,000 | $68M | 0.2% | 2025-Q2 stale |
| ALKEON CAPITAL MANAGEMENT LLC | 866,200 | $63M | 0.2% | 2025-Q3 stale |
| MANE GLOBAL CAPITAL MANAGEMENT LP trimmed | 542,356 | $39M | 0.1% | 2025-Q3 stale |
| Owl Creek Asset Management, L.P. added | 501,329 | $34M | 0.1% | 2025-Q2 stale |
| MOORE CAPITAL MANAGEMENT, LP added | 502,560 | $33M | 0.1% | 2025-Q4 stale |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. trimmed | 422,597 | $31M | 0.1% | 2025-Q3 stale |
| FERNBRIDGE CAPITAL MANAGEMENT LP trimmed | 435,815 | $28M | 0.1% | 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.