Who owns 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-Q2 13F filings (latest filed 2026-09-22). 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 XYZ is one-sided between 2026-Q1 and 2026-Q2: 409 added or opened and 103 trimmed or exited — on balance accumulating.
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, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes XYZ more heavily than its largest holder by dollar value does.
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 2026-Q1 and 2026-Q2, across 1019 tracked filers holding XYZ, 552 increased or opened the position and 465 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 61
- Third Point LLC$194M
- TUDOR INVESTMENT CORP ET AL$34M
- ExodusPoint Capital Management, LP$27M
- Qube Research & Technologies Ltd$26M
- SIH Partners, LLLP$23M
- Hudson Bay Capital Management LP$14M
Full exits 67
- Dragoneer Investment Group, LLC$176M
- Amundi$89M
- Ribbit Management Company, LLC$86M
- DekaBank Deutsche Girozentrale$32M
- CANADA LIFE ASSURANCE Co$31M
- NEW YORK STATE TEACHERS RETIREMENT SYSTEM$26M
Largest adds
- BlackRock, Inc.$1.2B
- VANGUARD CAPITAL MANAGEMENT LLC$515M
- Capital World Investors$387M
- STATE STREET CORP$360M
- Contour Asset Management LLC$354M
- VANGUARD PORTFOLIO MANAGEMENT LLC$350M
Largest trims
- Carmignac Gestion$97M
- Evergreen Quality Fund GP, Ltd.$75M
- UBS Group AG$57M
- Point72 Asset Management, L.P.$39M
- MACKENZIE FINANCIAL CORP$28M
- Connor, Clark & Lunn Investment Management Ltd.$26M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 41,573,031 | $3.2B | 10.4% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 39,734,330 | $3.0B | 9.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 34,947,284 | $2.7B | 8.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 24,929,106 | $1.9B | 6.2% | 2026-Q2 |
| STATE STREET CORP trimmed | 23,055,792 | $1.8B | 5.7% | 2026-Q2 |
| Capital World Investors added | 21,404,048 | $1.6B | 5.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 15,133,884 | $1.2B | 3.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 14,236,500 | $1.1B | 3.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 8,464,132 | $643M | 2.1% | 2026-Q2 |
| Contour Asset Management LLC added | 8,246,473 | $627M | 2.1% | 2026-Q2 |
| NORGES BANK trimmed | 7,797,430 | $593M | 1.9% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 7,340,417 | $558M | 1.8% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 5,901,133 | $448M | 1.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 5,806,130 | $441M | 1.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 5,746,501 | $437M | 1.4% | 2026-Q2 |
| SANDS CAPITAL MANAGEMENT, LLC added | 5,632,505 | $428M | 1.4% | 2026-Q2 |
| Invesco Ltd. trimmed | 4,996,783 | $380M | 1.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 4,666,205 | $355M | 1.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 4,607,659 | $350M | 1.1% | 2026-Q2 |
| TIGER GLOBAL MANAGEMENT LLC added | 4,576,007 | $348M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 4,552,401 | $346M | 1.1% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 4,470,306 | $340M | 1.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 4,130,730 | $322M | 1.1% | 2026-Q2 |
| Legal & General Group Plc added | 3,522,236 | $268M | 0.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 3,285,177 | $250M | 0.8% | 2026-Q2 |
| ARK Investment Management LLC added | 3,097,973 | $235M | 0.8% | 2026-Q2 |
| PointState Capital LP trimmed | 3,094,493 | $235M | 0.8% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 3,024,524 | $230M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 3,003,926 | $228M | 0.7% | 2026-Q2 |
| BAILLIE GIFFORD & CO added | 2,886,376 | $219M | 0.7% | 2026-Q2 |
| Amova Asset Management Americas, Inc. added | 2,884,009 | $219M | 0.7% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 2,786,799 | $212M | 0.7% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 2,700,336 | $205M | 0.7% | 2026-Q2 |
| Hyperion Asset Management Ltd added | 2,682,854 | $204M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 2,674,147 | $203M | 0.7% | 2026-Q2 |
| Third Point LLC new | 2,558,943 | $194M | 0.6% | 2026-Q2 |
| FMR LLC trimmed | 2,452,918 | $186M | 0.6% | 2026-Q2 |
| BARCLAYS PLC added | 2,312,392 | $176M | 0.6% | 2026-Q2 |
| UBS Group AG trimmed | 2,092,359 | $159M | 0.5% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,921,416 | $146M | 0.5% | 2026-Q2 |
| Clearbridge Investments, LLC added | 1,851,568 | $141M | 0.5% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. added | 1,560,555 | $119M | 0.4% | 2026-Q2 |
| FIL Ltd trimmed | 1,559,611 | $119M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,555,775 | $118M | 0.4% | 2026-Q2 |
| Swiss National Bank trimmed | 1,444,586 | $110M | 0.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 1,370,192 | $104M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 1,343,744 | $102M | 0.3% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 1,338,903 | $102M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 1,321,563 | $101M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,288,996 | $98M | 0.3% | 2026-Q2 |
| Carmignac Gestion trimmed | 1,287,026 | $98M | 0.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 1,209,618 | $92M | 0.3% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 1,197,560 | $91M | 0.3% | 2026-Q2 |
| GLENVIEW CAPITAL MANAGEMENT, LLC trimmed | 1,197,046 | $91M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 1,161,804 | $88M | 0.3% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 1,088,510 | $83M | 0.3% | 2026-Q2 |
| Azora Capital LP added | 1,059,160 | $80M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 1,023,049 | $78M | 0.3% | 2026-Q2 |
| a16z Capital Management, L.L.C. | 1,016,697 | $77M | 0.3% | 2026-Q2 |
| SC US (TTGP), LTD. | 990,778 | $75M | 0.2% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 962,636 | $73M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 959,037 | $73M | 0.2% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 950,040 | $72M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 950,014 | $72M | 0.2% | 2026-Q2 |
| Assenagon Asset Management S.A. added | 937,540 | $71M | 0.2% | 2026-Q2 |
| National Pension Service trimmed | 936,971 | $71M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 909,911 | $69M | 0.2% | 2026-Q2 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. added | 909,320 | $69M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 903,012 | $69M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 889,858 | $68M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 785,286 | $60M | 0.2% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 785,011 | $60M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 757,580 | $58M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 747,000 | $57M | 0.2% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 724,673 | $55M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 721,738 | $55M | 0.2% | 2026-Q2 |
| Meridiem Capital Partners LP trimmed | 687,662 | $52M | 0.2% | 2026-Q2 |
| Woodson Capital Management, LP added | 670,000 | $51M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 610,187 | $46M | 0.2% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 606,766 | $46M | 0.2% | 2026-Q2 |
| Danica Pension, Livsforsikringsaktieselskab trimmed | 589,857 | $45M | 0.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 587,719 | $45M | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP added | 571,414 | $43M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 556,765 | $34M | 0.1% | 2026-Q2 |
| Nan Shan Life Insurance Co., Ltd. trimmed | 551,615 | $42M | 0.1% | 2026-Q2 |
| Evergreen Quality Fund GP, Ltd. trimmed | 499,903 | $38M | 0.1% | 2026-Q2 |
| Tidal Investments LLC trimmed | 479,371 | $36M | 0.1% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 476,900 | $36M | 0.1% | 2026-Q2 |
| PFA Pension, Forsikringsaktieselskab trimmed | 469,513 | $36M | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp added | 464,631 | $35M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP added | 457,445 | $35M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 457,013 | $35M | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 450,711 | $34M | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 442,561 | $34M | 0.1% | 2026-Q2 |
| TORONTO DOMINION BANK added | 442,053 | $34M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 434,332 | $33M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 426,982 | $32M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 422,133 | $32M | 0.1% | 2026-Q2 |
| AVIVA PLC added | 421,324 | $32M | 0.1% | 2026-Q2 |
| Aberdeen Group plc added | 413,403 | $31M | 0.1% | 2026-Q2 |
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.