Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

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.

978
Institutional holders
425,333,190
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
PRICE T ROWE ASSOCIATES INC /MD/ added45,205,148$2.7B9.5%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new35,575,779$2.1B7.4%2026-Q1
BlackRock, Inc. trimmed32,720,390$2.0B6.8%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new25,662,834$1.5B5.4%2026-Q1
STATE STREET CORP added23,140,666$1.4B4.8%2026-Q1
Capital World Investors added20,602,960$1.2B4.3%2026-Q1
MORGAN STANLEY trimmed15,880,557$956M3.3%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added14,714,249$882M3.1%2026-Q1
NORGES BANK added9,225,802$501M1.7%2026-Q1
LOOMIS SAYLES & CO L P trimmed7,423,669$447M1.6%2026-Q1
AMERIPRISE FINANCIAL INC added6,867,717$413M1.4%2026-Q1
Point72 Asset Management, L.P. added6,298,335$379M1.3%2026-Q1
CITADEL ADVISORS LLC added6,287,222$378M1.3%2026-Q1
BANK OF AMERICA CORP /DE/ added6,050,533$364M1.3%2026-Q1
SANDS CAPITAL MANAGEMENT, LLC trimmed5,510,835$332M1.2%2026-Q1
Invesco Ltd. added5,379,439$324M1.1%2026-Q1
NORTHERN TRUST CORP added4,716,947$284M1.0%2026-Q1
Contour Asset Management LLC trimmed4,534,324$273M0.9%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added4,411,117$265M0.9%2026-Q1
TIGER GLOBAL MANAGEMENT LLC trimmed4,000,000$241M0.8%2026-Q1
PointState Capital LP added3,977,687$239M0.8%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed3,932,254$237M0.8%2026-Q1
UBS Group AG added3,594,731$216M0.8%2026-Q1
Legal & General Group Plc added3,448,397$208M0.7%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added3,309,296$199M0.7%2026-Q1
DIMENSIONAL FUND ADVISORS LP added3,147,988$189M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new3,107,969$187M0.7%2026-Q1
ARK Investment Management LLC trimmed3,093,936$186M0.6%2026-Q1
FMR LLC trimmed2,989,921$180M0.6%2026-Q1
Dragoneer Investment Group, LLC trimmed2,918,392$176M0.6%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added2,880,867$173M0.6%2026-Q1
JPMORGAN CHASE & CO added3,009,725$172M0.6%2026-Q1
Amova Asset Management Americas, Inc. trimmed2,845,917$171M0.6%2026-Q1
Bank of New York Mellon Corp trimmed2,787,890$168M0.6%2026-Q1
GOLDMAN SACHS GROUP INC added2,740,481$165M0.6%2026-Q1
BAILLIE GIFFORD & CO trimmed2,666,255$160M0.6%2026-Q1
Sumitomo Mitsui Trust Group, Inc. added2,624,534$158M0.5%2026-Q1
Hyperion Asset Management Ltd trimmed2,510,006$151M0.5%2026-Q1
Evergreen Quality Fund GP, Ltd.1,870,994$113M0.4%2026-Q1
Clearbridge Investments, LLC added1,822,759$110M0.4%2026-Q1
Swiss National Bank added1,607,286$97M0.3%2026-Q1
FIL Ltd trimmed1,567,236$94M0.3%2026-Q1
DEUTSCHE BANK AG\ trimmed1,565,427$94M0.3%2026-Q1
Amundi trimmed1,474,602$89M0.3%2026-Q1
Nuveen, LLC trimmed1,454,496$88M0.3%2026-Q1
Ribbit Management Company, LLC added1,431,500$86M0.3%2026-Q1
ROYAL BANK OF CANADA trimmed1,397,023$84M0.3%2026-Q1
GLENVIEW CAPITAL MANAGEMENT, LLC added1,364,471$82M0.3%2026-Q1
BARCLAYS PLC trimmed1,335,493$80M0.3%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed1,274,198$77M0.3%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added1,237,192$74M0.3%2026-Q1
Vanguard Global Advisers, LLC new1,204,686$72M0.3%2026-Q1
VAN ECK ASSOCIATES CORP trimmed1,119,608$67M0.2%2026-Q1
Quantinno Capital Management LP added1,081,734$65M0.2%2026-Q1
HSBC HOLDINGS PLC trimmed1,059,824$64M0.2%2026-Q1
a16z Capital Management, L.L.C.1,016,697$61M0.2%2026-Q1
SC US (TTGP), LTD.990,778$60M0.2%2026-Q1
California Public Employees Retirement System trimmed954,520$57M0.2%2026-Q1
National Pension Service added948,075$57M0.2%2026-Q1
RHUMBLINE ADVISERS trimmed944,299$57M0.2%2026-Q1
CITIGROUP INC trimmed908,311$55M0.2%2026-Q1
SUMITOMO MITSUI FINANCIAL GROUP, INC. trimmed907,930$55M0.2%2026-Q1
AMERICAN CENTURY COMPANIES INC added882,270$53M0.2%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new872,962$53M0.2%2026-Q1
Danica Pension, Livsforsikringsaktieselskab trimmed868,370$52M0.2%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed801,927$48M0.2%2026-Q1
WELLS FARGO & COMPANY/MN added786,666$47M0.2%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A. added752,961$45M0.2%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD added744,136$45M0.2%2026-Q1
Meridiem Capital Partners LP added730,706$44M0.2%2026-Q1
Azora Capital LP added695,247$42M0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC added678,728$41M0.1%2026-Q1
Schonfeld Strategic Advisors LLC added672,155$40M0.1%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added637,726$38M0.1%2026-Q1
MACKENZIE FINANCIAL CORP added637,721$38M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. added562,380$37M0.1%2026-Q1
Rockefeller Capital Management L.P. added607,348$37M0.1%2026-Q1
Russell Investments Group, Ltd. trimmed603,775$36M0.1%2026-Q1
Woodson Capital Management, LP trimmed579,109$35M0.1%2026-Q1
PANAGORA ASSET MANAGEMENT INC added563,240$34M0.1%2026-Q1
Nan Shan Life Insurance Co., Ltd. trimmed552,700$33M0.1%2026-Q1
PFA Pension, Forsikringsaktieselskab trimmed552,069$33M0.1%2026-Q1
DekaBank Deutsche Girozentrale541,204$32M0.1%2026-Q1
CANADA LIFE ASSURANCE Co added517,768$31M0.1%2026-Q1
FIRST TRUST ADVISORS LP added494,003$30M0.1%2026-Q1
Tidal Investments LLC trimmed492,809$30M0.1%2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed485,600$29M0.1%2026-Q1
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM470,500$28M0.1%2026-Q1
VANGUARD GROUP INC trimmed66,853,437$4.4B15.1%2025-Q4 stale
VIKING GLOBAL INVESTORS LP trimmed5,420,475$368M1.3%2025-Q2 stale
Carmignac Gestion added3,417,826$222M0.8%2025-Q4 stale
ONTARIO TEACHERS PENSION PLAN BOARD new2,946,511$160M0.6%2025-Q1 stale
Bares Capital Management, Inc. trimmed1,991,847$144M0.5%2025-Q3 stale
Southpoint Capital Advisors LP trimmed1,000,000$68M0.2%2025-Q2 stale
ALKEON CAPITAL MANAGEMENT LLC866,200$63M0.2%2025-Q3 stale
MANE GLOBAL CAPITAL MANAGEMENT LP trimmed542,356$39M0.1%2025-Q3 stale
Owl Creek Asset Management, L.P. added501,329$34M0.1%2025-Q2 stale
MOORE CAPITAL MANAGEMENT, LP added502,560$33M0.1%2025-Q4 stale
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. trimmed422,597$31M0.1%2025-Q3 stale
FERNBRIDGE CAPITAL MANAGEMENT LP trimmed435,815$28M0.1%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.

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