AIT — APPLIED INDL TECHNOLOGIES IN
Reported value held$5.97B
Funds holding (latest)49
SectorConsumer Discretionary
Funds holding (Q2 2026)42
Institutional value$4.90B · 14.95M sh
New / Add / Cut / Exit2 / 19 / 19 / 2
Top-5 / Top-10 concentration51.3% / 68.7%
Institutional holdings change
Accumulating +11.7%
(+1.57M sh)
Institutional value change
Up +42.2%
As of Q2 2026, 42 SEC-registered investment managers reported holding AIT (APPLIED INDL TECHNOLOGIES IN) in their latest 13F filings, with a combined reported value of $4.90B across 14.95M shares. That is +11.7% by share count (+1.57M shares) versus the previous quarter, while reported value moved +42.2%. Ownership is concentrated: the five largest holders account for 51.3% of reported value and the top ten for 68.7%.
Compared with the prior quarter, 2 opened new positions, 19 added to existing stakes, 19 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
AIT is classified in the Consumer Discretionary 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 — 42 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.95M | $1.34B | 0.02% | Add |
| AQR Capital Management history | 1.34M | $451.64M | 0.16% | Add |
| Geode Capital Management history | 939.32K | $317.69M | 0.02% | Add |
| Wellington Management Group history | 631.56K | $213.56M | 0.04% | Reduce |
| Norges Bank Investment Management history | 579.75K | $196.04M | 0.02% | Add |
| Fidelity Management & Research (FMR) history | 574.40K | $194.23M | 0.01% | Add |
| Two Sigma Investments history | 519.07K | $175.52M | 0.14% | Add |
| MFS Investment Management history | 491.37K | $168.27M | 0.05% | Add |
| Capital Research Global Investors history | 462.15K | $156.28M | 0.02% | Reduce |
| Charles Schwab Investment Management history | 458.99K | $155.21M | 0.02% | Reduce |
| Invesco Ltd history | 442.91K | $149.77M | 0.01% | Add |
| JPMorgan Chase & Co history | 430.50K | $144.43M | 0.02% | New |
| Capital World Investors history | 406.13K | $137.33M | 0.02% | Add |
| Goldman Sachs Group history | 363.56K | $122.94M | 0.04% | Add |
| Morgan Stanley history | 360.29K | $121.83M | 0.01% | Add |
| Northern Trust Corp history | 309.02K | $104.50M | 0.01% | Add |
| UBS Group AG history | 278.29K | $94.10M | 0.04% | Reduce |
| BNY Mellon history | 277.01K | $93.67M | 0.02% | Reduce |
| Franklin Resources history | 272.82K | $92.25M | 0.02% | Hold |
| Bank of America Corp history | 209.81K | $70.95M | 0.01% | Reduce |
| Amundi US history | 195.25K | $66.02M | 0.02% | Add |
| Millennium Management history | 194.87K | $65.90M | 0.03% | Reduce |
| CDPQ (Caisse de Depot) history | 146.50K | $49.54M | 0.07% | Reduce |
| Principal Global Investors history | 130.45K | $44.11M | 0.02% | Reduce |
| Renaissance Technologies history | 72.11K | $24.38M | 0.03% | New |
| Royce & Associates history | 62.44K | $21.11M | 0.17% | Reduce |
| Legal & General Investment Management America history | 49.48K | $16.73M | 0.00% | Reduce |
| CPP Investments history | 47.98K | $16.22M | 0.01% | Reduce |
| Balyasny Asset Management history | 44.88K | $15.18M | 0.02% | Reduce |
| Arrowstreet Capital history | 43.52K | $14.71M | 0.01% | Add |
| Wells Fargo & Co history | 35.19K | $11.90M | 0.00% | Add |
| Point72 Asset Management history | 27.01K | $9.13M | 0.04% | Reduce |
| Manulife Financial history | 26.37K | $8.92M | 0.01% | Reduce |
| Prudential Financial history | 24.76K | $8.37M | 0.01% | Add |
| Citigroup Inc history | 22.15K | $7.49M | 0.00% | Reduce |
| PNC Financial Services history | 21.54K | $7.28M | 0.00% | Hold |
| Lazard Asset Management history | 19.93K | $6.74M | 0.01% | Add |
| D. E. Shaw & Co history | 16.53K | $5.59M | 0.00% | Reduce |
| Deutsche Bank AG history | 5.27K | $1.78M | 0.00% | Add |
| Bridgewater Associates history | 2.24K | $758.13K | 0.00% | Reduce |
| Citadel Advisors history | 1.60K | $541.04K | 0.00% | Reduce |
| T. Rowe Price Associates history | 456.24K | $154.28K | 0.02% | Add |
Q1 2026 — 41 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.84M | $1.02B | 0.02% | Add |
| AQR Capital Management history | 919.61K | $240.77M | 0.11% | Add |
| Geode Capital Management history | 900.63K | $239.00M | 0.01% | Add |
| Wellington Management Group history | 754.56K | $200.20M | 0.04% | Reduce |
| UBS Group AG history | 512.52K | $135.98M | 0.02% | Add |
| Fidelity Management & Research (FMR) history | 506.54K | $134.40M | 0.01% | Reduce |
| Capital Research Global Investors history | 492.81K | $130.75M | 0.02% | Add |
| Two Sigma Investments history | 490.15K | $130.05M | 0.11% | Add |
| Charles Schwab Investment Management history | 470.39K | $124.80M | 0.02% | Add |
| Invesco Ltd history | 374.89K | $99.47M | 0.02% | Reduce |
| Capital World Investors history | 373.78K | $99.17M | 0.01% | Add |
| Morgan Stanley history | 356.78K | $94.66M | 0.01% | Add |
| Northern Trust Corp history | 301.29K | $79.94M | 0.01% | Add |
| MFS Investment Management history | 299.60K | $79.49M | 0.03% | New |
| BNY Mellon history | 290.33K | $77.03M | 0.01% | Reduce |
| Goldman Sachs Group history | 285.58K | $75.77M | 0.01% | Add |
| Franklin Resources history | 273.14K | $72.47M | 0.02% | Hold |
| Bank of America Corp history | 250.27K | $66.40M | 0.01% | Reduce |
| Millennium Management history | 221.43K | $58.75M | 0.03% | Reduce |
| Amundi US history | 174.91K | $46.41M | 0.01% | Add |
| CDPQ (Caisse de Depot) history | 150.31K | $39.88M | 0.06% | Add |
| Principal Global Investors history | 131.82K | $34.97M | 0.02% | Add |
| Balyasny Asset Management history | 99.29K | $26.34M | 0.04% | Add |
| D. E. Shaw & Co history | 65.23K | $17.31M | 0.01% | Reduce |
| Royce & Associates history | 64.62K | $17.15M | 0.17% | Hold |
| Point72 Asset Management history | 55.45K | $14.71M | 0.02% | Add |
| CPP Investments history | 54.46K | $14.45M | 0.01% | Reduce |
| Legal & General Investment Management America history | 49.92K | $13.24M | 0.00% | Reduce |
| Citadel Advisors history | 46.01K | $12.21M | 0.00% | Reduce |
| Wells Fargo & Co history | 31.92K | $8.47M | 0.00% | Reduce |
| Citigroup Inc history | 28.05K | $7.44M | 0.00% | Add |
| Manulife Financial history | 26.56K | $7.05M | 0.01% | Reduce |
| Arrowstreet Capital history | 23.64K | $6.27M | 0.00% | New |
| PNC Financial Services history | 21.61K | $5.73M | 0.00% | Hold |
| Lazard Asset Management history | 19.77K | $5.25M | 0.01% | Add |
| Janus Henderson Group history | 17.25K | $4.58M | 0.00% | Add |
| Prudential Financial history | 16.47K | $4.37M | 0.01% | Add |
| Bridgewater Associates history | 4.77K | $1.26M | 0.01% | Reduce |
| Deutsche Bank AG history | 4.57K | $1.21M | 0.00% | Add |
| Marshall Wace history | 3.01K | $799.67K | 0.00% | New |
| T. Rowe Price Associates history | 379.77K | $100.76K | 0.01% | Add |
Q4 2025 — 42 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 4.08M | $1.05B | 0.01% | Reduce |
| BlackRock Inc history | 3.75M | $963.35M | 0.02% | Add |
| Wellington Management Group history | 776.39K | $199.35M | 0.04% | Add |
| Geode Capital Management history | 687.16K | $176.48M | 0.01% | Hold |
| Fidelity Management & Research (FMR) history | 553.42K | $142.10M | 0.01% | Hold |
| Invesco Ltd history | 545.41K | $140.05M | 0.02% | Reduce |
| JPMorgan Chase & Co history | 539.47K | $138.52M | 0.02% | Reduce |
| Norges Bank Investment Management history | 486.99K | $125.04M | 0.01% | Add |
| Charles Schwab Investment Management history | 451.98K | $116.05M | 0.02% | Reduce |
| AQR Capital Management history | 430.92K | $110.65M | 0.06% | Add |
| Millennium Management history | 414.37K | $106.40M | 0.05% | Reduce |
| Capital World Investors history | 348.00K | $89.36M | 0.01% | Add |
| Bank of America Corp history | 345.15K | $88.62M | 0.01% | Add |
| Morgan Stanley history | 342.98K | $88.07M | 0.01% | Reduce |
| Capital Research Global Investors history | 322.59K | $82.83M | 0.01% | Hold |
| Northern Trust Corp history | 297.07K | $76.28M | 0.01% | Reduce |
| BNY Mellon history | 296.55K | $76.15M | 0.01% | Reduce |
| Two Sigma Investments history | 286.77K | $73.63M | 0.11% | Add |
| Franklin Resources history | 272.13K | $69.87M | 0.02% | Hold |
| Citadel Advisors history | 243.23K | $62.45M | 0.01% | Reduce |
| UBS Group AG history | 155.87K | $40.02M | 0.01% | Reduce |
| Goldman Sachs Group history | 145.96K | $37.48M | 0.01% | Reduce |
| CDPQ (Caisse de Depot) history | 133.52K | $34.28M | 0.06% | Add |
| D. E. Shaw & Co history | 125.58K | $32.24M | 0.02% | Add |
| Principal Global Investors history | 107.85K | $27.69M | 0.01% | Reduce |
| Balyasny Asset Management history | 90.70K | $23.29M | 0.03% | Add |
| CPP Investments history | 73.97K | $18.99M | 0.01% | Add |
| Renaissance Technologies history | 71.95K | $18.47M | 0.03% | Add |
| Amundi US history | 67.84K | $17.42M | 0.01% | Add |
| Royce & Associates history | 64.62K | $16.59M | 0.17% | Reduce |
| Legal & General Investment Management America history | 56.39K | $14.48M | 0.00% | Reduce |
| Point72 Asset Management history | 44.08K | $11.32M | 0.01% | Add |
| Wells Fargo & Co history | 34.05K | $8.74M | 0.00% | Reduce |
| Manulife Financial history | 27.42K | $7.04M | 0.01% | Reduce |
| Bridgewater Associates history | 27.32K | $7.02M | 0.03% | Add |
| Citigroup Inc history | 24.33K | $6.25M | 0.00% | Reduce |
| PNC Financial Services history | 21.57K | $5.54M | 0.00% | Add |
| Lazard Asset Management history | 17.31K | $4.45M | 0.01% | Add |
| Janus Henderson Group history | 16.25K | $4.18M | 0.00% | Hold |
| Prudential Financial history | 13.50K | $3.47M | 0.00% | Reduce |
| Deutsche Bank AG history | 4.29K | $1.10M | 0.00% | Reduce |
| T. Rowe Price Associates history | 257.94K | $66.23K | 0.01% | Reduce |
Q3 2025 — 43 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 4.13M | $1.08B | 0.02% | Reduce |
| BlackRock Inc history | 3.68M | $960.58M | 0.02% | Add |
| Invesco Ltd history | 1.02M | $266.36M | 0.04% | Reduce |
| Wellington Management Group history | 769.44K | $200.86M | 0.04% | Add |
| Geode Capital Management history | 685.27K | $178.92M | 0.01% | Add |
| JPMorgan Chase & Co history | 578.31K | $150.97M | 0.02% | Reduce |
| Fidelity Management & Research (FMR) history | 553.31K | $144.44M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 455.31K | $118.86M | 0.02% | Reduce |
| Millennium Management history | 447.34K | $116.78M | 0.05% | Reduce |
| Citadel Advisors history | 420.81K | $109.85M | 0.02% | Reduce |
| Morgan Stanley history | 346.43K | $90.43M | 0.01% | Add |
| Bank of America Corp history | 343.26K | $89.61M | 0.01% | Reduce |
| Capital World Investors history | 335.62K | $87.61M | 0.01% | Add |
| Capital Research Global Investors history | 323.79K | $84.53M | 0.02% | Reduce |
| BNY Mellon history | 319.57K | $83.42M | 0.01% | Reduce |
| Northern Trust Corp history | 308.57K | $80.55M | 0.01% | Reduce |
| UBS Group AG history | 299.57K | $78.20M | 0.01% | Add |
| Franklin Resources history | 271.58K | $70.90M | 0.02% | Reduce |
| AQR Capital Management history | 224.01K | $58.20M | 0.04% | Add |
| Goldman Sachs Group history | 217.31K | $56.73M | 0.01% | Reduce |
| Two Sigma Investments history | 143.61K | $37.49M | 0.06% | Add |
| Principal Global Investors history | 119.99K | $31.32M | 0.02% | Reduce |
| CDPQ (Caisse de Depot) history | 101.06K | $26.38M | 0.05% | Reduce |
| Balyasny Asset Management history | 80.36K | $20.98M | 0.03% | Add |
| Legal & General Investment Management America history | 73.63K | $19.22M | 0.00% | Reduce |
| Royce & Associates history | 65.33K | $17.05M | 0.17% | Reduce |
| Renaissance Technologies history | 63.95K | $16.69M | 0.02% | New |
| Amundi US history | 54.32K | $14.07M | 0.01% | Add |
| CPP Investments history | 49.40K | $12.90M | 0.01% | Add |
| Wells Fargo & Co history | 47.58K | $12.42M | 0.00% | Add |
| Citigroup Inc history | 30.32K | $7.91M | 0.00% | Add |
| Manulife Financial history | 28.28K | $7.38M | 0.01% | Reduce |
| Lazard Asset Management history | 16.56K | $4.32M | 0.01% | Reduce |
| Arrowstreet Capital history | 16.56K | $4.32M | 0.00% | Add |
| Janus Henderson Group history | 16.25K | $4.24M | 0.00% | Hold |
| Deutsche Bank AG history | 16.06K | $4.19M | 0.00% | Reduce |
| Prudential Financial history | 15.99K | $4.17M | 0.01% | Reduce |
| Bridgewater Associates history | 15.81K | $4.13M | 0.02% | New |
| PNC Financial Services history | 15.32K | $4.00M | 0.00% | Add |
| Point72 Asset Management history | 15.06K | $3.93M | 0.01% | New |
| D. E. Shaw & Co history | 2.48K | $646.36K | 0.00% | Reduce |
| Marshall Wace history | 1.03K | $269.40K | 0.00% | New |
| T. Rowe Price Associates history | 416.29K | $108.67K | 0.01% | Add |
Q2 2025 — 51 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 4.19M | $973.77M | 0.02% | Reduce |
| BlackRock Inc history | 3.37M | $783.57M | 0.02% | Reduce |
| BlackRock Inc history | 3.37M | $783.57M | 0.02% | Reduce |
| Invesco Ltd history | 1.07M | $249.73M | 0.04% | Reduce |
| Fidelity Management & Research (FMR) history | 774.86K | $180.12M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 774.86K | $180.12M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 707.82K | $164.53M | 0.02% | Reduce |
| JPMorgan Chase & Co history | 707.82K | $164.53M | 0.02% | Reduce |
| Geode Capital Management history | 672.34K | $156.31M | 0.01% | Reduce |
| Wellington Management Group history | 617.24K | $143.48M | 0.03% | Add |
| Millennium Management history | 555.77K | $129.19M | 0.06% | Add |
| Charles Schwab Investment Management history | 470.37K | $109.34M | 0.02% | Reduce |
| Norges Bank Investment Management history | 461.30K | $107.23M | 0.01% | Reduce |
| Norges Bank Investment Management history | 461.30K | $107.23M | 0.01% | Reduce |
| Goldman Sachs Group history | 456.64K | $106.15M | 0.01% | Add |
| Goldman Sachs Group history | 456.64K | $106.15M | 0.01% | Add |
| Citadel Advisors history | 446.93K | $103.89M | 0.02% | Add |
| Citadel Advisors history | 446.93K | $103.89M | 0.02% | Add |
| Bank of America Corp history | 374.63K | $87.08M | 0.01% | Add |
| Capital Research Global Investors history | 335.62K | $78.02M | 0.02% | Hold |
| Morgan Stanley history | 333.95K | $77.63M | 0.01% | Add |
| Morgan Stanley history | 333.95K | $77.63M | 0.01% | Add |
| BNY Mellon history | 326.07K | $75.80M | 0.01% | Reduce |
| Capital World Investors history | 322.45K | $74.95M | 0.01% | Add |
| Northern Trust Corp history | 311.80K | $72.48M | 0.01% | Reduce |
| Franklin Resources history | 289.88K | $67.38M | 0.02% | Hold |
| UBS Group AG history | 174.35K | $40.53M | 0.01% | Reduce |
| AQR Capital Management history | 155.51K | $36.15M | 0.03% | Add |
| Principal Global Investors history | 139.24K | $32.37M | 0.02% | Reduce |
| Two Sigma Investments history | 132.44K | $30.79M | 0.06% | Add |
| Two Sigma Investments history | 132.44K | $30.79M | 0.06% | Add |
| CDPQ (Caisse de Depot) history | 112.24K | $26.09M | 0.06% | Add |
| Legal & General Investment Management America history | 79.36K | $18.45M | 0.01% | Reduce |
| D. E. Shaw & Co history | 71.44K | $16.61M | 0.01% | Add |
| Royce & Associates history | 68.52K | $15.93M | 0.16% | Hold |
| Amundi US history | 47.06K | $11.54M | 0.00% | Reduce |
| Wells Fargo & Co history | 46.03K | $10.70M | 0.00% | Reduce |
| Manulife Financial history | 29.23K | $6.79M | 0.01% | Reduce |
| Deutsche Bank AG history | 27.46K | $6.38M | 0.00% | Reduce |
| Deutsche Bank AG history | 27.46K | $6.38M | 0.00% | Reduce |
| Prudential Financial history | 23.64K | $6.21M | 0.01% | Reduce |
| Citigroup Inc history | 21.00K | $4.88M | 0.00% | Reduce |
| Balyasny Asset Management history | 18.80K | $4.37M | 0.01% | Add |
| Janus Henderson Group history | 16.25K | $3.78M | 0.00% | Reduce |
| PNC Financial Services history | 14.88K | $3.46M | 0.00% | Reduce |
| Arrowstreet Capital history | 6.11K | $1.42M | 0.00% | New |
| CPP Investments history | 1.80K | $418.41K | 0.00% | Add |
| CPP Investments history | 1.80K | $418.41K | 0.00% | Add |
| Polen Capital Management history | 1.56K | $363.78K | 0.00% | Reduce |
| T. Rowe Price Associates history | 384.93K | $89.48K | 0.01% | Add |
| Lazard Asset Management history | 36.69K | $8.53K | 0.01% | Add |
Q1 2025 — 48 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.80M | $1.08B | 0.02% | Reduce |
| BlackRock Inc history | 4.80M | $1.08B | 0.02% | Reduce |
| Vanguard Group history | 4.53M | $1.02B | 0.02% | Reduce |
| Fidelity Management & Research (FMR) history | 1.40M | $315.44M | 0.02% | Reduce |
| Fidelity Management & Research (FMR) history | 1.40M | $315.44M | 0.02% | Reduce |
| Invesco Ltd history | 1.24M | $278.81M | 0.05% | Reduce |
| JPMorgan Chase & Co history | 976.89K | $220.13M | 0.03% | Reduce |
| JPMorgan Chase & Co history | 976.89K | $220.13M | 0.03% | Reduce |
| Geode Capital Management history | 931.37K | $209.92M | 0.02% | Reduce |
| Charles Schwab Investment Management history | 566.09K | $127.56M | 0.02% | Reduce |
| Northern Trust Corp history | 510.36K | $115.01M | 0.02% | Hold |
| Goldman Sachs Group history | 381.19K | $85.90M | 0.01% | Add |
| Goldman Sachs Group history | 381.19K | $85.90M | 0.01% | Add |
| Wellington Management Group history | 379.45K | $85.50M | 0.02% | Reduce |
| BNY Mellon history | 348.84K | $78.61M | 0.02% | Reduce |
| Capital Research Global Investors history | 334.10K | $75.29M | 0.02% | Reduce |
| Morgan Stanley history | 329.79K | $74.31M | 0.01% | Reduce |
| Morgan Stanley history | 329.79K | $74.31M | 0.01% | Reduce |
| Millennium Management history | 320.90K | $72.31M | 0.04% | Add |
| Capital World Investors history | 314.51K | $70.87M | 0.01% | Add |
| Franklin Resources history | 289.63K | $65.27M | 0.02% | Add |
| Bank of America Corp history | 253.46K | $57.12M | 0.01% | Reduce |
| UBS Group AG history | 211.04K | $47.55M | 0.01% | Add |
| Citadel Advisors history | 190.69K | $42.97M | 0.01% | Add |
| Citadel Advisors history | 190.69K | $42.97M | 0.01% | Add |
| Principal Global Investors history | 144.41K | $32.54M | 0.02% | Add |
| AQR Capital Management history | 139.70K | $30.68M | 0.03% | Add |
| Legal & General Investment Management America history | 83.16K | $18.74M | 0.01% | Hold |
| CDPQ (Caisse de Depot) history | 74.17K | $16.71M | 0.04% | Add |
| Royce & Associates history | 68.52K | $15.44M | 0.17% | Reduce |
| Deutsche Bank AG history | 54.75K | $12.34M | 0.01% | Reduce |
| Deutsche Bank AG history | 54.75K | $12.34M | 0.01% | Reduce |
| Wells Fargo & Co history | 54.11K | $12.19M | 0.00% | Reduce |
| Citigroup Inc history | 50.20K | $11.31M | 0.01% | Add |
| Amundi US history | 48.32K | $10.47M | 0.00% | Add |
| Manulife Financial history | 43.84K | $9.88M | 0.01% | Reduce |
| Janus Henderson Group history | 35.14K | $7.93M | 0.00% | Add |
| Prudential Financial history | 26.33K | $5.93M | 0.01% | Add |
| Polen Capital Management history | 21.16K | $4.77M | 0.01% | Add |
| PNC Financial Services history | 16.05K | $3.62M | 0.00% | Add |
| D. E. Shaw & Co history | 11.76K | $2.65M | 0.00% | Add |
| Two Sigma Investments history | 4.59K | $1.04M | 0.00% | Reduce |
| Two Sigma Investments history | 4.59K | $1.04M | 0.00% | Reduce |
| Balyasny Asset Management history | 1.66K | $373.61K | 0.00% | Reduce |
| CPP Investments history | 1.40K | $315.48K | 0.00% | Hold |
| CPP Investments history | 1.40K | $315.48K | 0.00% | Hold |
| T. Rowe Price Associates history | 320.28K | $72.17K | 0.01% | Add |
| Lazard Asset Management history | 20.91K | $4.71K | 0.01% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 430.50K sh · $144.43M
- Renaissance Technologies 72.11K sh · $24.38M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 17.25K sh · $4.58M
- Marshall Wace sold 3.01K sh · $799.67K
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 | 3.95M | 3.84M | 3.75M | 3.68M | 3.37M | 4.80M | 4.91M | 4.83M | — | — | — | — | — | — | — | — | — | — | — | — |
| AQR Capital Management | 1.34M | 919.61K | 430.92K | 224.01K | 155.51K | 139.70K | 95.89K | 82.50K | 52.48K | 33.31K | 35.31K | 34.65K | 33.22K | 32.40K | 19.21K | 20.81K | 12.70K | 10.36K | 10.31K | 10.07K |
| Geode Capital Management | 939.32K | 900.63K | 687.16K | 685.27K | 672.34K | 931.37K | 1.06M | 1.04M | 999.70K | 942.80K | 812.69K | 772.87K | 743.33K | 713.64K | 683.22K | 661.42K | 645.88K | 648.24K | 674.81K | 662.59K |
| Wellington Management Group | 631.56K | 754.56K | 776.39K | 769.44K | 617.24K | 379.45K | 491.11K | 527.86K | 574.42K | 591.41K | 635.02K | 687.64K | 697.54K | 872.49K | 1.02M | 1.19M | 1.28M | 1.40M | 1.40M | 1.36M |
| Norges Bank Investment Management | 579.75K | — | 486.99K | — | 461.30K | — | 541.57K | — | 473.20K | — | 419.46K | — | — | — | 448.80K | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 574.40K | 506.54K | 553.42K | 553.31K | 774.86K | 1.40M | 1.64M | 1.94M | 2.10M | 2.02M | 1.74M | 1.63M | 1.17M | 1.28M | 1.13M | 1.03M | 950.16K | 903.22K | 765.16K | 775.20K |
| Two Sigma Investments | 519.07K | 490.15K | 286.77K | 143.61K | 132.44K | 4.59K | 4.68K | 4.61K | 35.47K | 5.57K | 2.27K | 25.76K | 29.72K | — | 2.48K | 26.03K | 24.66K | — | — | — |
| MFS Investment Management | 491.37K | 299.60K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Capital Research Global Investors | 462.15K | 492.81K | 322.59K | 323.79K | 335.62K | 334.10K | 559.48K | 561.26K | 561.26K | 559.65K | 559.65K | 51.90K | — | — | — | — | — | — | — | — |
| Charles Schwab Investment Management | 458.99K | 470.39K | 451.98K | 455.31K | 470.37K | 566.09K | 571.27K | 569.32K | 565.43K | 565.90K | 559.04K | 547.95K | 419.32K | 422.65K | 427.63K | 428.15K | 425.70K | 412.43K | 401.80K | 397.80K |
| Invesco Ltd | 442.91K | 374.89K | 545.41K | 1.02M | 1.07M | 1.24M | 1.27M | 1.19M | 877.13K | 736.25K | 830.26K | 750.91K | 652.77K | 548.97K | 317.79K | 303.07K | 345.37K | 339.75K | 352.32K | 445.04K |
| JPMorgan Chase & Co | 430.50K | — | 539.47K | 578.31K | 707.82K | 976.89K | 1.09M | 1.19M | 1.34M | 1.39M | 1.43M | 1.64M | 1.71M | 1.65M | 1.87M | 2.06M | 2.32M | 2.34M | 3.61M | 3.02M |
| Capital World Investors | 406.13K | 373.78K | 348.00K | 335.62K | 322.45K | 314.51K | 311.31K | 311.80K | 311.80K | 310.48K | 310.48K | 204.66K | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 363.56K | 285.58K | 145.96K | 217.31K | 456.64K | 381.19K | 366.26K | 200.18K | 457.55K | 405.67K | 118.34K | 173.96K | 218.73K | 194.74K | 158.88K | 187.83K | 165.17K | 65.82K | 55.33K | 58.25K |
| Morgan Stanley | 360.29K | 356.78K | 342.98K | 346.43K | 333.95K | 329.79K | 391.01K | 360.23K | 305.07K | 410.16K | 523.60K | 480.06K | 336.70K | 315.49K | 317.63K | 295.52K | 330.31K | 178.98K | 167.19K | 152.70K |
| Northern Trust Corp | 309.02K | 301.29K | 297.07K | 308.57K | 311.80K | 510.36K | 510.77K | 454.04K | 460.32K | 450.81K | 424.36K | 438.20K | 438.49K | 455.91K | 455.49K | 445.73K | 447.56K | 457.03K | 472.01K | 483.43K |
| UBS Group AG | 278.29K | 512.52K | 155.87K | 299.57K | 174.35K | 211.04K | 183.43K | 31.53K | 21.64K | 50.03K | 36.73K | 14.49K | 33.81K | 13.13K | 13.62K | 3.40K | 2.29K | 1.82K | 1.54K | 659 |
| BNY Mellon | 277.01K | 290.33K | 296.55K | 319.57K | 326.07K | 348.84K | 366.22K | 354.69K | 421.78K | 420.94K | 404.67K | 418.77K | 425.39K | 439.22K | 439.55K | 505.11K | 495.12K | 493.38K | 496.77K | 475.12K |
| Franklin Resources | 272.82K | 273.14K | 272.13K | 271.58K | 289.88K | 289.63K | 279.14K | 233.66K | 204.37K | 152.50K | 16.13K | 16.20K | 16.19K | 1.54K | — | — | — | — | — | — |
| Bank of America Corp | 209.81K | 250.27K | 345.15K | 343.26K | 374.63K | 253.46K | 257.57K | 238.26K | 219.64K | 198.51K | 190.02K | 181.84K | 218.95K | 224.41K | 217.82K | 211.81K | 209.14K | 274.29K | 256.51K | 259.93K |
▲ 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