AEIS — ADVANCED ENERGY INDS
Reported value held$7.35B
Funds holding (latest)52
SectorTechnology
Funds holding (Q2 2026)46
Institutional value$5.98B · 54.02M sh
New / Add / Cut / Exit7 / 15 / 24 / 3
Top-5 / Top-10 concentration57.3% / 74.5%
Institutional holdings change
Accumulating +26.5%
(+11.32M sh)
Institutional value change
Up +132.2%
As of Q2 2026, 46 SEC-registered investment managers reported holding AEIS (ADVANCED ENERGY INDS) in their latest 13F filings, with a combined reported value of $5.98B across 54.02M shares. That is +26.5% by share count (+11.32M shares) versus the previous quarter, while reported value moved +132.2%. Ownership is concentrated: the five largest holders account for 57.3% of reported value and the top ten for 74.5%.
Compared with the prior quarter, 7 opened new positions, 15 added to existing stakes, 24 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
AEIS is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 46 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.63M | $1.73B | 0.03% | Reduce |
| Fidelity Management & Research (FMR) history | 1.42M | $528.31M | 0.03% | Reduce |
| Invesco Ltd history | 1.19M | $443.07M | 0.04% | Reduce |
| Bank of America Corp history | 1.03M | $382.34M | 0.03% | Add |
| Geode Capital Management history | 938.24K | $351.02M | 0.02% | Reduce |
| Franklin Resources history | 686.43K | $255.95M | 0.06% | Add |
| D. E. Shaw & Co history | 585.57K | $218.34M | 0.11% | Add |
| Citadel Advisors history | 525.15K | $195.81M | 0.02% | Add |
| Norges Bank Investment Management history | 486.58K | $181.43M | 0.02% | Reduce |
| AQR Capital Management history | 478.79K | $177.86M | 0.06% | Add |
| Manulife Financial history | 445.63K | $166.16M | 0.14% | Add |
| MFS Investment Management history | 375.98K | $140.19M | 0.05% | Reduce |
| Goldman Sachs Group history | 363.08K | $135.38M | 0.01% | Reduce |
| Northern Trust Corp history | 345.00K | $128.64M | 0.01% | Reduce |
| Principal Global Investors history | 329.33K | $122.80M | 0.06% | Reduce |
| Charles Schwab Investment Management history | 325.72K | $121.45M | 0.02% | Reduce |
| BNY Mellon history | 256.71K | $95.72M | 0.02% | Reduce |
| Arrowstreet Capital history | 240.84K | $89.80M | 0.04% | Reduce |
| Marshall Wace history | 204.79K | $76.36M | 0.06% | Add |
| Baron Funds history | 139.37K | $51.97M | 0.12% | Reduce |
| Soros Fund Management history | 16.82M | $45.90M | 0.64% | New |
| Citigroup Inc history | 119.94K | $44.72M | 0.02% | Reduce |
| Millennium Management history | 15.74M | $43.01M | 0.02% | Add |
| Renaissance Technologies history | 98.56K | $36.75M | 0.05% | Add |
| First Eagle Investment Management history | 91.53K | $34.13M | 0.06% | Add |
| Two Sigma Investments history | 74.13K | $27.64M | 0.02% | New |
| PSP Investments history | 62.06K | $23.14M | 0.06% | Add |
| CPP Investments history | 57.84K | $21.57M | 0.01% | New |
| Deutsche Bank AG history | 56.38K | $21.02M | 0.01% | Reduce |
| Legal & General Investment Management America history | 52.99K | $19.73M | 0.00% | Add |
| Lazard Asset Management history | 50.22K | $18.73M | 0.03% | Reduce |
| Balyasny Asset Management history | 40.45K | $15.08M | 0.02% | Add |
| Prudential Financial history | 28.71K | $10.70M | 0.01% | Reduce |
| Royce & Associates history | 28.58K | $10.66M | 0.09% | Reduce |
| Morgan Stanley history | 2.66M | $6.76M | 0.00% | Add |
| Moore Capital Management history | 11.00K | $4.10M | 0.06% | New |
| Wells Fargo & Co history | 1.37M | $3.73M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 1.02M | $2.59M | 0.00% | New |
| Amundi US history | 5.87K | $2.19M | 0.00% | Reduce |
| PNC Financial Services history | 5.72K | $2.13M | 0.00% | Add |
| Wellington Management Group history | 338.00K | $926.35K | 0.00% | Reduce |
| Maverick Capital history | 1.60K | $595.85K | 0.01% | New |
| Polen Capital Management history | 1.50K | $560.42K | 0.01% | New |
| Bridgewater Associates history | 1.24K | $461.99K | 0.00% | Reduce |
| UBS Group AG history | 82.00K | $223.94K | 0.00% | Reduce |
| T. Rowe Price Associates history | 219.47K | $81.83K | 0.01% | Reduce |
Q1 2026 — 41 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Geode Capital Management history | 1.12M | $364.08M | 0.02% | Add |
| Whale Rock Capital Management history | 1.02M | $329.85M | 4.26% | New |
| Franklin Resources history | 532.53K | $171.85M | 0.04% | Add |
| Principal Global Investors history | 504.44K | $162.79M | 0.09% | Reduce |
| Northern Trust Corp history | 480.89K | $155.19M | 0.02% | Add |
| Goldman Sachs Group history | 469.94K | $151.66M | 0.02% | Add |
| Charles Schwab Investment Management history | 417.81K | $134.83M | 0.02% | Reduce |
| MFS Investment Management history | 406.17K | $131.08M | 0.04% | Reduce |
| Citadel Advisors history | 369.10K | $119.11M | 0.02% | Add |
| Arrowstreet Capital history | 335.59K | $108.30M | 0.06% | Add |
| Morgan Stanley history | 316.50K | $102.14M | 0.01% | Add |
| Millennium Management history | 303.18K | $97.84M | 0.04% | Reduce |
| BNY Mellon history | 481.62K | $91.36M | 0.02% | Add |
| Baron Funds history | 268.73K | $86.72M | 0.26% | Reduce |
| Manulife Financial history | 227.89K | $73.54M | 0.06% | Reduce |
| AQR Capital Management history | 203.99K | $63.43M | 0.03% | Add |
| Point72 Asset Management history | 97.45K | $31.45M | 0.04% | Reduce |
| Fidelity Management & Research (FMR) history | 12.89M | $30.99M | 0.00% | Add |
| First Eagle Investment Management history | 81.82K | $26.40M | 0.04% | Reduce |
| Marshall Wace history | 75.27K | $24.29M | 0.02% | Add |
| BlackRock Inc history | 9.55M | $22.96M | 0.00% | Reduce |
| Deutsche Bank AG history | 70.30K | $22.69M | 0.01% | Reduce |
| Legal & General Investment Management America history | 50.49K | $16.29M | 0.00% | Reduce |
| Royce & Associates history | 37.18K | $12.00M | 0.12% | Reduce |
| Prudential Financial history | 32.77K | $10.58M | 0.01% | Reduce |
| PSP Investments history | 26.00K | $8.39M | 0.03% | Reduce |
| Janus Henderson Group history | 17.12K | $5.53M | 0.00% | Hold |
| Invesco Ltd history | 2.00M | $4.81M | 0.00% | Reduce |
| Wells Fargo & Co history | 1.99M | $4.77M | 0.00% | Reduce |
| Balyasny Asset Management history | 10.78K | $3.48M | 0.01% | New |
| Amundi US history | 6.59K | $2.13M | 0.00% | Reduce |
| PNC Financial Services history | 5.45K | $1.76M | 0.00% | Reduce |
| Citigroup Inc history | 546.00K | $1.31M | 0.00% | Add |
| Wellington Management Group history | 438.00K | $1.05M | 0.00% | Reduce |
| Bridgewater Associates history | 2.80K | $904.56K | 0.00% | Reduce |
| Renaissance Technologies history | 2.32K | $749.33K | 0.00% | New |
| D. E. Shaw & Co history | 1.60K | $516.34K | 0.00% | Hold |
| Bank of America Corp history | 204.00K | $490.38K | 0.00% | Reduce |
| UBS Group AG history | 108.00K | $259.61K | 0.00% | Reduce |
| Lazard Asset Management history | 6.74M | $162.19K | 0.00% | Add |
| T. Rowe Price Associates history | 254.39K | $82.10K | 0.01% | Add |
Q4 2025 — 42 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 4.74M | $991.92M | 0.01% | Reduce |
| Geode Capital Management history | 956.98K | $200.39M | 0.01% | Add |
| Norges Bank Investment Management history | 589.40K | $123.40M | 0.01% | Add |
| Principal Global Investors history | 579.54K | $121.34M | 0.06% | Reduce |
| MFS Investment Management history | 566.42K | $118.59M | 0.04% | Reduce |
| Franklin Resources history | 487.49K | $102.07M | 0.03% | Add |
| Charles Schwab Investment Management history | 471.51K | $98.72M | 0.01% | Reduce |
| Northern Trust Corp history | 404.08K | $84.60M | 0.01% | Reduce |
| Manulife Financial history | 305.14K | $63.89M | 0.05% | Reduce |
| Baron Funds history | 299.14K | $62.63M | 0.17% | Reduce |
| Arrowstreet Capital history | 286.75K | $60.04M | 0.04% | Add |
| BNY Mellon history | 458.37K | $54.42M | 0.01% | Reduce |
| Millennium Management history | 25.00M | $41.07M | 0.02% | Add |
| UBS Group AG history | 188.06K | $39.37M | 0.01% | Add |
| PSP Investments history | 130.59K | $27.34M | 0.09% | Reduce |
| BlackRock Inc history | 14.44M | $23.67M | 0.00% | Reduce |
| Point72 Asset Management history | 102.19K | $21.40M | 0.03% | Add |
| First Eagle Investment Management history | 98.47K | $20.62M | 0.04% | Reduce |
| Fidelity Management & Research (FMR) history | 12.39M | $20.32M | 0.00% | Add |
| Legal & General Investment Management America history | 95.14K | $19.92M | 0.00% | Reduce |
| Deutsche Bank AG history | 72.28K | $15.13M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 7.90M | $12.96M | 0.00% | Reduce |
| Citadel Advisors history | 56.80K | $11.89M | 0.00% | Reduce |
| Prudential Financial history | 54.10K | $11.33M | 0.01% | Add |
| Royce & Associates history | 51.08K | $10.69M | 0.11% | Reduce |
| Bank of America Corp history | 5.43M | $8.91M | 0.00% | Add |
| Lazard Asset Management history | 35.15K | $7.36M | 0.01% | Reduce |
| AQR Capital Management history | 30.59K | $6.40M | 0.00% | Add |
| Wells Fargo & Co history | 3.23M | $5.30M | 0.00% | Add |
| Invesco Ltd history | 3.00M | $4.92M | 0.00% | Reduce |
| Janus Henderson Group history | 17.12K | $3.58M | 0.00% | Add |
| Amundi US history | 11.30K | $2.37M | 0.00% | Reduce |
| Wellington Management Group history | 1.30M | $2.14M | 0.00% | Add |
| Marshall Wace history | 8.54K | $1.79M | 0.00% | Add |
| PNC Financial Services history | 6.92K | $1.45M | 0.00% | Reduce |
| Bridgewater Associates history | 4.85K | $1.02M | 0.00% | Reduce |
| Citigroup Inc history | 364.00K | $596.78K | 0.00% | Add |
| Goldman Sachs Group history | 234.00K | $383.64K | 0.00% | Hold |
| CPP Investments history | 1.60K | $334.99K | 0.00% | Reduce |
| D. E. Shaw & Co history | 1.60K | $334.99K | 0.00% | Reduce |
| Morgan Stanley history | 59.00K | $96.73K | 0.00% | Reduce |
| T. Rowe Price Associates history | 70.14K | $14.69K | 0.00% | Add |
Q3 2025 — 41 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 4.87M | $829.09M | 0.01% | Hold |
| Geode Capital Management history | 928.43K | $157.98M | 0.01% | Hold |
| MFS Investment Management history | 719.87K | $122.48M | 0.04% | Add |
| Principal Global Investors history | 600.17K | $102.11M | 0.05% | Reduce |
| Charles Schwab Investment Management history | 484.13K | $82.37M | 0.01% | Add |
| Manulife Financial history | 460.09K | $78.28M | 0.07% | Reduce |
| Northern Trust Corp history | 422.18K | $71.83M | 0.01% | Reduce |
| Baron Funds history | 391.99K | $66.69M | 0.18% | Add |
| Franklin Resources history | 313.66K | $53.24M | 0.01% | Add |
| BNY Mellon history | 493.69K | $50.25M | 0.01% | Reduce |
| Wellington Management Group history | 294.89K | $50.17M | 0.01% | New |
| BlackRock Inc history | 35.23M | $48.78M | 0.00% | Add |
| Millennium Management history | 169.80K | $28.89M | 0.01% | Add |
| PSP Investments history | 146.90K | $24.99M | 0.09% | Add |
| Citigroup Inc history | 144.22K | $24.54M | 0.01% | Reduce |
| Arrowstreet Capital history | 123.91K | $21.08M | 0.01% | New |
| First Eagle Investment Management history | 116.17K | $19.77M | 0.04% | Reduce |
| JPMorgan Chase & Co history | 13.43M | $18.61M | 0.00% | Reduce |
| Legal & General Investment Management America history | 99.47K | $16.92M | 0.00% | Reduce |
| UBS Group AG history | 85.84K | $14.60M | 0.00% | Add |
| Citadel Advisors history | 85.43K | $14.53M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 9.82M | $13.60M | 0.00% | Reduce |
| Royce & Associates history | 61.58K | $10.48M | 0.10% | Reduce |
| Prudential Financial history | 37.63K | $6.40M | 0.01% | Reduce |
| Invesco Ltd history | 4.00M | $5.54M | 0.00% | Add |
| AQR Capital Management history | 26.26K | $4.47M | 0.00% | Add |
| Wells Fargo & Co history | 2.83M | $3.93M | 0.00% | Add |
| Janus Henderson Group history | 15.92K | $2.71M | 0.00% | Add |
| Amundi US history | 12.43K | $2.19M | 0.00% | Add |
| Bridgewater Associates history | 9.47K | $1.61M | 0.01% | New |
| PNC Financial Services history | 8.56K | $1.46M | 0.00% | Add |
| Deutsche Bank AG history | 982.00K | $1.36M | 0.00% | Reduce |
| D. E. Shaw & Co history | 6.55K | $1.11M | 0.00% | Reduce |
| Marshall Wace history | 4.81K | $819.05K | 0.00% | Reduce |
| Bank of America Corp history | 510.00K | $706.10K | 0.00% | Reduce |
| Morgan Stanley history | 459.00K | $635.49K | 0.00% | Reduce |
| Point72 Asset Management history | 3.60K | $612.50K | 0.00% | Reduce |
| CPP Investments history | 3.40K | $578.48K | 0.00% | Reduce |
| Goldman Sachs Group history | 234.00K | $323.97K | 0.00% | Reduce |
| Lazard Asset Management history | 4.67M | $64.96K | 0.00% | Add |
| T. Rowe Price Associates history | 34.50K | $5.87K | 0.00% | Add |
Q2 2025 — 41 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 4.88M | $646.08M | 0.01% | Hold |
| Bank of America Corp history | 946.65K | $125.43M | 0.01% | Add |
| Geode Capital Management history | 925.65K | $122.66M | 0.01% | Add |
| Manulife Financial history | 659.02K | $87.32M | 0.08% | Reduce |
| Principal Global Investors history | 612.40K | $81.14M | 0.04% | Add |
| MFS Investment Management history | 608.40K | $80.61M | 0.03% | Add |
| Charles Schwab Investment Management history | 470.71K | $62.37M | 0.01% | Add |
| Norges Bank Investment Management history | 443.51K | $58.77M | 0.01% | Reduce |
| Northern Trust Corp history | 425.26K | $56.35M | 0.01% | Reduce |
| Baron Funds history | 373.25K | $49.45M | 0.13% | Add |
| BNY Mellon history | 629.11K | $43.97M | 0.01% | Reduce |
| Goldman Sachs Group history | 289.91K | $38.41M | 0.01% | Reduce |
| BlackRock Inc history | 28.09M | $33.65M | 0.00% | Add |
| Franklin Resources history | 231.60K | $30.69M | 0.01% | New |
| JPMorgan Chase & Co history | 19.52M | $23.41M | 0.00% | Reduce |
| PSP Investments history | 128.33K | $17.00M | 0.07% | Add |
| First Eagle Investment Management history | 119.88K | $15.88M | 0.03% | Add |
| Legal & General Investment Management America history | 102.29K | $13.55M | 0.00% | Add |
| Citadel Advisors history | 99.70K | $13.21M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 10.03M | $12.01M | 0.00% | Hold |
| UBS Group AG history | 79.07K | $10.48M | 0.00% | Add |
| Royce & Associates history | 64.05K | $8.49M | 0.09% | Add |
| D. E. Shaw & Co history | 43.68K | $5.79M | 0.00% | Add |
| Marshall Wace history | 40.39K | $5.35M | 0.01% | Reduce |
| Prudential Financial history | 39.94K | $4.64M | 0.01% | Add |
| Renaissance Technologies history | 28.12K | $3.73M | 0.01% | Add |
| Citigroup Inc history | 2.64M | $3.16M | 0.00% | Add |
| Point72 Asset Management history | 2.50M | $3.00M | 0.01% | New |
| Wells Fargo & Co history | 2.33M | $2.79M | 0.00% | Add |
| Millennium Management history | 19.06K | $2.53M | 0.00% | Add |
| AQR Capital Management history | 18.70K | $2.48M | 0.00% | Add |
| Invesco Ltd history | 2.00M | $2.40M | 0.00% | Hold |
| Janus Henderson Group history | 15.29K | $2.02M | 0.00% | Reduce |
| Deutsche Bank AG history | 1.42M | $1.70M | 0.00% | Hold |
| Morgan Stanley history | 1.40M | $1.68M | 0.00% | Add |
| Amundi US history | 11.92K | $1.64M | 0.00% | Reduce |
| Balyasny Asset Management history | 9.86K | $1.31M | 0.00% | New |
| PNC Financial Services history | 7.82K | $1.04M | 0.00% | Add |
| CPP Investments history | 5.10K | $675.75K | 0.00% | Add |
| T. Rowe Price Associates history | 32.73K | $4.34K | 0.00% | Add |
| Lazard Asset Management history | 5.90K | $781 | 0.00% | Add |
Q1 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 4.87M | $463.79M | 0.01% | Reduce |
| Bank of America Corp history | 926.08K | $88.26M | 0.01% | Add |
| Geode Capital Management history | 916.65K | $87.39M | 0.01% | Add |
| Manulife Financial history | 774.67K | $73.83M | 0.07% | Hold |
| Principal Global Investors history | 477.30K | $45.49M | 0.03% | Hold |
| Charles Schwab Investment Management history | 465.16K | $44.33M | 0.01% | Add |
| Northern Trust Corp history | 444.83K | $42.40M | 0.01% | Reduce |
| BNY Mellon history | 686.25K | $37.12M | 0.01% | Reduce |
| MFS Investment Management history | 383.50K | $36.55M | 0.01% | Reduce |
| Morgan Stanley history | 378.70K | $36.09M | 0.00% | Reduce |
| Baron Funds history | 366.29K | $34.91M | 0.10% | Add |
| Goldman Sachs Group history | 344.05K | $32.79M | 0.01% | Reduce |
| BlackRock Inc history | 27.32M | $27.92M | 0.00% | Add |
| JPMorgan Chase & Co history | 19.91M | $20.52M | 0.00% | Add |
| Citigroup Inc history | 193.53K | $18.45M | 0.01% | Reduce |
| Marshall Wace history | 124.81K | $11.90M | 0.01% | New |
| PSP Investments history | 119.51K | $11.39M | 0.05% | Add |
| First Eagle Investment Management history | 118.98K | $11.34M | 0.02% | Add |
| Fidelity Management & Research (FMR) history | 10.03M | $10.25M | 0.00% | Hold |
| Legal & General Investment Management America history | 101.44K | $9.67M | 0.00% | Reduce |
| UBS Group AG history | 74.21K | $7.07M | 0.00% | Reduce |
| Royce & Associates history | 60.03K | $5.72M | 0.06% | Reduce |
| Citadel Advisors history | 58.88K | $5.61M | 0.00% | Reduce |
| D. E. Shaw & Co history | 41.96K | $4.00M | 0.00% | Reduce |
| Prudential Financial history | 37.84K | $3.61M | 0.01% | Reduce |
| Wells Fargo & Co history | 2.13M | $2.19M | 0.00% | Add |
| Invesco Ltd history | 2.00M | $2.04M | 0.00% | Hold |
| Amundi US history | 23.81K | $2.00M | 0.00% | Add |
| Janus Henderson Group history | 16.99K | $1.61M | 0.00% | Hold |
| Renaissance Technologies history | 15.52K | $1.48M | 0.00% | New |
| Deutsche Bank AG history | 1.42M | $1.45M | 0.00% | Hold |
| Millennium Management history | 10.66K | $1.02M | 0.00% | Add |
| PNC Financial Services history | 7.14K | $680.52K | 0.00% | Add |
| AQR Capital Management history | 4.91K | $467.98K | 0.00% | New |
| CPP Investments history | 4.10K | $390.77K | 0.00% | Hold |
| T. Rowe Price Associates history | 29.30K | $2.79K | 0.00% | Reduce |
| Lazard Asset Management history | 5.85K | $557 | 0.00% | Add |
New Positions (Q2 2026)
- Soros Fund Management 16.82M sh · $45.90M
- Two Sigma Investments 74.13K sh · $27.64M
- CPP Investments 57.84K sh · $21.57M
- Moore Capital Management 11.00K sh · $4.10M
- JPMorgan Chase & Co 1.02M sh · $2.59M
- Maverick Capital 1.60K sh · $595.85K
- Polen Capital Management 1.50K sh · $560.42K
Fully Exited (vs previous quarter)
- Whale Rock Capital Management sold 1.02M sh · $329.85M
- Point72 Asset Management sold 97.45K sh · $31.45M
- Janus Henderson Group sold 17.12K sh · $5.53M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 4.63M | 9.55M | 14.44M | 35.23M | 28.09M | 27.32M | 22.46M | 19.55M | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 1.42M | 12.89M | 12.39M | 9.82M | 10.03M | 10.03M | 10.03M | 9.79M | 4.08M | 3.85M | 4.10M | 4.03M | 3.45M | 2.70M | 2.08M | 1.76M | 1.81M | 1.69M | 1.31M | 1.79M |
| Invesco Ltd | 1.19M | 2.00M | 3.00M | 4.00M | 2.00M | 2.00M | 2.00M | 4.85M | 195.51K | 217.12K | 435.58K | 428.28K | 453.45K | 302.58K | 313.85K | 385.92K | 395.92K | 440.17K | 450.41K | 500.76K |
| Bank of America Corp | 1.03M | 204.00K | 5.43M | 510.00K | 946.65K | 926.08K | 881.75K | 6.70M | 822.45K | 144.38K | 696.11K | 538.39K | 554.81K | 564.09K | 522.93K | 462.05K | 453.79K | 370.86K | 198.62K | 195.97K |
| Geode Capital Management | 938.24K | 1.12M | 956.98K | 928.43K | 925.65K | 916.65K | 878.63K | 884.40K | 869.37K | 843.10K | 820.70K | 785.96K | 756.70K | 731.04K | 694.84K | 674.24K | 665.21K | 674.64K | 652.02K | 649.05K |
| Franklin Resources | 686.43K | 532.53K | 487.49K | 313.66K | 231.60K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| D. E. Shaw & Co | 585.57K | 1.60K | 1.60K | 6.55K | 43.68K | 41.96K | 45.31K | 80.10K | 65.24K | 74.86K | 7.08K | 52.47K | 26.36K | 36.67K | 47.14K | 17.24K | 58.53K | 64.44K | 59.30K | 14.17K |
| Citadel Advisors | 525.15K | 369.10K | 56.80K | 85.43K | 99.70K | 58.88K | 76.95K | 92.03K | 100.53K | 149.90K | 85.61K | 160.71K | 105.62K | 48.06K | 27.84K | 23.90K | 7.80K | 47.83K | 39.61K | 54.30K |
| Norges Bank Investment Management | 486.58K | — | 589.40K | — | 443.51K | — | 596.29K | — | 430.07K | — | 399.52K | — | — | — | 375.26K | — | — | — | — | — |
| AQR Capital Management | 478.79K | 203.99K | 30.59K | 26.26K | 18.70K | 4.91K | — | — | 3.65K | 3.08K | 2.98K | 3.49K | 4.05K | 3.06K | 2.37K | — | — | 4.04K | 4.21K | 16.19K |
| Manulife Financial | 445.63K | 227.89K | 305.14K | 460.09K | 659.02K | 774.67K | 774.59K | 635.77K | 647.68K | 529.35K | 390.24K | 346.27K | 31.33K | 29.65K | 29.42K | 29.86K | 30.15K | 31.32K | 38.71K | 38.28K |
| MFS Investment Management | 375.98K | 406.17K | 566.42K | 719.87K | 608.40K | 383.50K | 434.33K | 467.90K | 514.42K | 500.46K | 558.67K | 606.99K | 605.91K | 521.23K | 388.20K | 829.38K | 821.71K | — | 804.77K | 811.28K |
| Goldman Sachs Group | 363.08K | 469.94K | 234.00K | 234.00K | 289.91K | 344.05K | 465.05K | 376.63K | 243.29K | 136.32K | 155.71K | 158.28K | 240.72K | 248.33K | 201.60K | 186.71K | 161.93K | 147.67K | 198.57K | 203.64K |
| Northern Trust Corp | 345.00K | 480.89K | 404.08K | 422.18K | 425.26K | 444.83K | 457.76K | 404.07K | 401.29K | 414.28K | 427.59K | 429.80K | 429.19K | 425.70K | 417.71K | 410.02K | 412.29K | 425.80K | 445.16K | 453.52K |
| Principal Global Investors | 329.33K | 504.44K | 579.54K | 600.17K | 612.40K | 477.30K | 475.67K | 483.85K | 430.28K | 436.35K | 496.68K | 506.95K | 518.43K | 566.27K | 507.93K | 490.33K | 500.01K | 528.95K | 537.34K | 562.50K |
| Charles Schwab Investment Management | 325.72K | 417.81K | 471.51K | 484.13K | 470.71K | 465.16K | 460.12K | 441.59K | 445.02K | 423.94K | 409.26K | 395.88K | 368.84K | 367.37K | 360.12K | 353.43K | 344.07K | 337.82K | 331.19K | 351.71K |
| BNY Mellon | 256.71K | 481.62K | 458.37K | 493.69K | 629.11K | 686.25K | 707.06K | 724.59K | 540.21K | 437.55K | 378.20K | 371.82K | 382.50K | 392.35K | 403.01K | 403.19K | 391.24K | 395.62K | 387.63K | 372.12K |
| Arrowstreet Capital | 240.84K | 335.59K | 286.75K | 123.91K | — | — | — | — | — | — | — | 119.69K | 134.18K | 137.72K | 68.35K | — | — | — | — | 93.81K |
| Marshall Wace | 204.79K | 75.27K | 8.54K | 4.81K | 40.39K | 124.81K | — | 41.30K | — | — | — | — | — | 17.42K | 15.86K | — | 29.10K | — | — | — |
| Baron Funds | 139.37K | 268.73K | 299.14K | 391.99K | 373.25K | 366.29K | 363.71K | 513.07K | 513.07K | 512.92K | 512.92K | 514.41K | 550.41K | 526.75K | 520.75K | 570.05K | 570.05K | 458.05K | 496.05K | 496.05K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details