AJG — GALLAGHER ARTHUR J & CO
Reported value held$37.03B
Funds holding (latest)53
SectorFinancials
Index member: S&P 500
Funds holding (Q2 2026)46
Institutional value$28.18B · 123.52M sh
New / Add / Cut / Exit2 / 23 / 19 / 3
Top-5 / Top-10 concentration60.7% / 78.6%
Institutional holdings change
Accumulating +23.0%
(+23.06M sh)
Institutional value change
Up +30.2%
As of Q2 2026, 46 SEC-registered investment managers reported holding AJG (GALLAGHER ARTHUR J & CO) in their latest 13F filings, with a combined reported value of $28.18B across 123.52M shares. That is +23.0% by share count (+23.06M shares) versus the previous quarter, while reported value moved +30.2%. Ownership is concentrated: the five largest holders account for 60.7% of reported value and the top ten for 78.6%.
Compared with the prior quarter, 2 opened new positions, 23 added to existing stakes, 19 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
AJG is a constituent of the S&P 500 and is classified in the Financials 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 | 19.82M | $4.55B | 0.07% | Add |
| Fidelity Management & Research (FMR) history | 18.65M | $4.28B | 0.20% | Add |
| JPMorgan Chase & Co history | 14.36M | $3.26B | 0.38% | New |
| Capital World Investors history | 12.51M | $2.87B | 0.36% | Reduce |
| Dodge & Cox history | 9.36M | $2.15B | 1.12% | Add |
| Norges Bank Investment Management history | 6.73M | $1.55B | 0.15% | Reduce |
| Geode Capital Management history | 6.30M | $1.45B | 0.08% | Add |
| Principal Global Investors history | 3.49M | $802.31M | 0.39% | Add |
| Goldman Sachs Group history | 2.82M | $646.93M | 0.06% | Add |
| Morgan Stanley history | 2.59M | $595.01M | 0.03% | Reduce |
| Capital Research Global Investors history | 2.59M | $593.63M | 0.09% | Reduce |
| Franklin Resources history | 2.22M | $509.45M | 0.12% | Add |
| Northern Trust Corp history | 2.20M | $506.14M | 0.06% | Reduce |
| Charles Schwab Investment Management history | 2.16M | $495.07M | 0.07% | Add |
| Manulife Financial history | 1.92M | $440.23M | 0.36% | Add |
| Invesco Ltd history | 1.75M | $401.94M | 0.03% | Add |
| Bank of America Corp history | 1.54M | $353.77M | 0.02% | Reduce |
| Legal & General Investment Management America history | 1.31M | $299.89M | 0.06% | Reduce |
| Wellington Management Group history | 1.28M | $294.19M | 0.05% | Reduce |
| BNY Mellon history | 1.26M | $289.48M | 0.05% | Reduce |
| Fidelity International (FIL) history | 1.13M | $258.49M | 0.19% | Reduce |
| UBS Group AG history | 1.06M | $244.38M | 0.03% | Add |
| Amundi US history | 799.48K | $183.54M | 0.04% | Reduce |
| Arrowstreet Capital history | 716.42K | $164.47M | 0.07% | Add |
| Deutsche Bank AG history | 693.77K | $159.27M | 0.05% | Reduce |
| Wells Fargo & Co history | 566.33K | $130.01M | 0.02% | Add |
| National Pension Service of Korea history | 516.32K | $118.53M | 0.08% | Add |
| Lazard Asset Management history | 416.54K | $95.62M | 0.15% | Add |
| Citigroup Inc history | 372.21K | $85.45M | 0.03% | Add |
| Citadel Advisors history | 317.00K | $72.77M | 0.01% | Reduce |
| Balyasny Asset Management history | 267.17K | $61.33M | 0.08% | Add |
| Baillie Gifford & Co history | 184.06K | $42.26M | 0.04% | Add |
| Millennium Management history | 172.59K | $39.62M | 0.01% | Reduce |
| AQR Capital Management history | 170.31K | $38.71M | 0.01% | Add |
| PNC Financial Services history | 141.21K | $32.42M | 0.02% | Add |
| Prudential Financial history | 121.52K | $27.90M | 0.03% | Reduce |
| MFS Investment Management history | 108.86K | $24.99M | 0.01% | Reduce |
| PSP Investments history | 73.40K | $16.85M | 0.04% | Hold |
| Point72 Asset Management history | 70.81K | $16.26M | 0.02% | Add |
| CPP Investments history | 52.82K | $12.13M | 0.01% | Reduce |
| D. E. Shaw & Co history | 30.00K | $6.89M | 0.00% | Hold |
| Moore Capital Management history | 18.50K | $4.25M | 0.07% | New |
| Saudi Arabian Monetary Authority history | 18.00K | $4.13M | 0.05% | Add |
| Marshall Wace history | 4.12K | $944.68K | 0.00% | Reduce |
| Two Sigma Investments history | 2.60K | $596.88K | 0.00% | Reduce |
| T. Rowe Price Associates history | 632.13K | $145.12K | 0.01% | Add |
Q1 2026 — 46 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 19.31M | $4.18B | 0.08% | Hold |
| Fidelity Management & Research (FMR) history | 14.62M | $3.17B | 0.17% | Reduce |
| Capital World Investors history | 13.82M | $2.99B | 0.41% | Add |
| Dodge & Cox history | 7.35M | $1.59B | 0.88% | Add |
| Geode Capital Management history | 6.24M | $1.35B | 0.08% | Add |
| Morgan Stanley history | 4.06M | $878.49M | 0.05% | Reduce |
| Principal Global Investors history | 3.24M | $702.18M | 0.38% | Add |
| Capital Research Global Investors history | 2.98M | $645.43M | 0.10% | Add |
| Wellington Management Group history | 2.58M | $559.50M | 0.11% | Reduce |
| Northern Trust Corp history | 2.23M | $482.94M | 0.06% | Hold |
| Charles Schwab Investment Management history | 2.11M | $457.17M | 0.07% | Add |
| Janus Henderson Group history | 1.97M | $426.89M | 0.21% | Add |
| Franklin Resources history | 1.95M | $423.22M | 0.11% | Add |
| Goldman Sachs Group history | 1.95M | $423.04M | 0.05% | Add |
| Bank of America Corp history | 1.85M | $401.64M | 0.03% | Add |
| Invesco Ltd history | 1.72M | $371.61M | 0.06% | Reduce |
| Legal & General Investment Management America history | 1.37M | $297.46M | 0.07% | Hold |
| BNY Mellon history | 1.29M | $278.84M | 0.05% | Reduce |
| Fidelity International (FIL) history | 1.21M | $261.98M | 0.20% | Reduce |
| UBS Group AG history | 989.17K | $214.24M | 0.03% | Reduce |
| Amundi US history | 939.84K | $203.55M | 0.06% | Add |
| Citadel Advisors history | 915.69K | $198.32M | 0.03% | Add |
| Deutsche Bank AG history | 755.05K | $163.53M | 0.06% | Add |
| Viking Global Investors history | 727.44K | $157.55M | 0.44% | Reduce |
| Wells Fargo & Co history | 512.13K | $110.92M | 0.02% | Add |
| National Pension Service of Korea history | 498.28K | $107.92M | 0.08% | Reduce |
| Lazard Asset Management history | 329.02K | $71.26M | 0.12% | Add |
| Manulife Financial history | 322.63K | $69.88M | 0.06% | Reduce |
| Citigroup Inc history | 295.09K | $63.91M | 0.03% | Add |
| Millennium Management history | 289.42K | $62.68M | 0.03% | Add |
| Marshall Wace history | 276.42K | $59.87M | 0.06% | Add |
| Balyasny Asset Management history | 238.99K | $51.76M | 0.07% | Add |
| AQR Capital Management history | 147.09K | $31.76M | 0.01% | Hold |
| Baillie Gifford & Co history | 133.43K | $28.90M | 0.03% | Reduce |
| Prudential Financial history | 123.05K | $26.65M | 0.03% | Reduce |
| PNC Financial Services history | 119.36K | $25.85M | 0.01% | Add |
| MFS Investment Management history | 114.51K | $24.80M | 0.01% | Reduce |
| CPP Investments history | 112.83K | $24.44M | 0.02% | Add |
| Renaissance Technologies history | 76.60K | $16.59M | 0.03% | Add |
| PSP Investments history | 73.10K | $15.83M | 0.05% | Add |
| Point72 Asset Management history | 30.88K | $6.69M | 0.01% | Reduce |
| D. E. Shaw & Co history | 30.00K | $6.50M | 0.00% | Reduce |
| Arrowstreet Capital history | 29.18K | $6.32M | 0.00% | New |
| Saudi Arabian Monetary Authority history | 9.48K | $2.05M | 0.04% | New |
| Two Sigma Investments history | 3.00K | $649.74K | 0.00% | Add |
| T. Rowe Price Associates history | 499.94K | $108.28K | 0.01% | Reduce |
Q4 2025 — 47 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 31.39M | $8.12B | 0.12% | Add |
| JPMorgan Chase & Co history | 20.31M | $5.26B | 0.72% | Hold |
| BlackRock Inc history | 19.24M | $4.98B | 0.09% | Add |
| Fidelity Management & Research (FMR) history | 15.11M | $3.91B | 0.21% | Add |
| Capital World Investors history | 12.61M | $3.26B | 0.45% | Add |
| Morgan Stanley history | 7.77M | $2.01B | 0.12% | Reduce |
| Norges Bank Investment Management history | 7.44M | $1.93B | 0.21% | Add |
| Geode Capital Management history | 6.01M | $1.55B | 0.10% | Hold |
| Wellington Management Group history | 2.97M | $767.57M | 0.14% | Reduce |
| Principal Global Investors history | 2.83M | $733.15M | 0.38% | Reduce |
| Northern Trust Corp history | 2.23M | $577.17M | 0.07% | Reduce |
| Charles Schwab Investment Management history | 2.04M | $528.88M | 0.08% | Add |
| Janus Henderson Group history | 1.87M | $483.87M | 0.22% | Add |
| Invesco Ltd history | 1.73M | $448.53M | 0.07% | Add |
| Goldman Sachs Group history | 1.71M | $442.19M | 0.06% | Add |
| Capital Research Global Investors history | 1.55M | $400.73M | 0.07% | Add |
| Bank of America Corp history | 1.51M | $390.28M | 0.03% | Reduce |
| Legal & General Investment Management America history | 1.37M | $354.51M | 0.08% | Reduce |
| Fidelity International (FIL) history | 1.31M | $338.52M | 0.25% | Reduce |
| BNY Mellon history | 1.31M | $338.10M | 0.06% | Reduce |
| UBS Group AG history | 1.09M | $282.01M | 0.05% | Add |
| Viking Global Investors history | 1.04M | $269.39M | 0.71% | New |
| Amundi US history | 930.59K | $240.83M | 0.07% | Add |
| Dodge & Cox history | 880.59K | $227.89M | 0.12% | New |
| Baillie Gifford & Co history | 865.26K | $223.92M | 0.19% | Reduce |
| Citadel Advisors history | 746.36K | $193.15M | 0.03% | Add |
| Deutsche Bank AG history | 677.99K | $175.46M | 0.06% | Reduce |
| National Pension Service of Korea history | 508.41K | $131.57M | 0.10% | Add |
| Wells Fargo & Co history | 501.53K | $129.79M | 0.02% | Add |
| Manulife Financial history | 425.35K | $110.08M | 0.09% | Reduce |
| Franklin Resources history | 390.31K | $101.01M | 0.03% | Reduce |
| Citigroup Inc history | 261.89K | $67.78M | 0.03% | Add |
| Lazard Asset Management history | 206.24K | $53.37M | 0.09% | New |
| D. E. Shaw & Co history | 173.50K | $44.90M | 0.03% | Add |
| AQR Capital Management history | 147.80K | $38.25M | 0.02% | Add |
| MFS Investment Management history | 134.91K | $34.91M | 0.01% | Reduce |
| Prudential Financial history | 126.16K | $32.65M | 0.04% | Reduce |
| PNC Financial Services history | 86.93K | $22.50M | 0.01% | Reduce |
| Marshall Wace history | 84.33K | $21.82M | 0.02% | Reduce |
| Point72 Asset Management history | 80.89K | $20.93M | 0.03% | New |
| CPP Investments history | 79.52K | $20.58M | 0.01% | Reduce |
| Millennium Management history | 69.39K | $17.96M | 0.01% | Reduce |
| PSP Investments history | 65.42K | $16.93M | 0.06% | Reduce |
| Balyasny Asset Management history | 11.37K | $2.94M | 0.00% | Reduce |
| Renaissance Technologies history | 4.32K | $1.12M | 0.00% | Reduce |
| Two Sigma Investments history | 1.60K | $415.10K | 0.00% | New |
| T. Rowe Price Associates history | 567.74K | $146.93K | 0.02% | Add |
Q3 2025 — 43 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 31.17M | $9.66B | 0.14% | Hold |
| JPMorgan Chase & Co history | 20.34M | $6.30B | 0.81% | Add |
| BlackRock Inc history | 18.56M | $5.75B | 0.11% | Reduce |
| Fidelity Management & Research (FMR) history | 12.53M | $3.88B | 0.21% | Reduce |
| Capital World Investors history | 11.78M | $3.65B | 0.50% | Add |
| Morgan Stanley history | 8.59M | $2.66B | 0.17% | Add |
| Geode Capital Management history | 6.00M | $1.85B | 0.12% | Add |
| Wellington Management Group history | 3.27M | $1.01B | 0.18% | Add |
| Principal Global Investors history | 2.87M | $887.98M | 0.45% | Add |
| Northern Trust Corp history | 2.32M | $717.78M | 0.09% | Reduce |
| Charles Schwab Investment Management history | 2.03M | $628.45M | 0.10% | Hold |
| Invesco Ltd history | 1.65M | $510.34M | 0.08% | Reduce |
| Janus Henderson Group history | 1.63M | $505.12M | 0.23% | Add |
| Bank of America Corp history | 1.57M | $485.27M | 0.03% | Add |
| Capital Research Global Investors history | 1.54M | $477.17M | 0.09% | Hold |
| Goldman Sachs Group history | 1.40M | $434.31M | 0.05% | Reduce |
| Legal & General Investment Management America history | 1.39M | $429.21M | 0.10% | Add |
| Fidelity International (FIL) history | 1.37M | $423.22M | 0.33% | Add |
| BNY Mellon history | 1.36M | $421.52M | 0.08% | Reduce |
| MFS Investment Management history | 1.33M | $412.94M | 0.13% | Reduce |
| Baillie Gifford & Co history | 908.88K | $281.52M | 0.21% | Reduce |
| Deutsche Bank AG history | 894.56K | $277.08M | 0.10% | Add |
| UBS Group AG history | 840.50K | $260.34M | 0.04% | Reduce |
| Balyasny Asset Management history | 628.51K | $194.67M | 0.25% | Reduce |
| Amundi US history | 560.87K | $173.39M | 0.06% | Reduce |
| Manulife Financial history | 542.88K | $168.15M | 0.14% | Reduce |
| National Pension Service of Korea history | 477.63K | $147.94M | 0.12% | Add |
| Wells Fargo & Co history | 447.57K | $138.63M | 0.03% | Reduce |
| Franklin Resources history | 426.05K | $131.96M | 0.03% | Add |
| Renaissance Technologies history | 400.50K | $124.05M | 0.16% | Add |
| Millennium Management history | 225.43K | $69.82M | 0.03% | Reduce |
| Citadel Advisors history | 205.32K | $63.60M | 0.01% | Add |
| Citigroup Inc history | 202.52K | $62.73M | 0.03% | Reduce |
| AQR Capital Management history | 146.66K | $45.12M | 0.03% | Add |
| Moore Capital Management history | 145.18K | $44.97M | 0.62% | Add |
| Prudential Financial history | 144.33K | $44.70M | 0.05% | Reduce |
| Marshall Wace history | 99.60K | $30.85M | 0.03% | Reduce |
| CPP Investments history | 93.26K | $28.89M | 0.02% | Add |
| PNC Financial Services history | 90.38K | $27.99M | 0.02% | Add |
| PSP Investments history | 71.30K | $22.09M | 0.08% | Add |
| Bridgewater Associates history | 39.19K | $12.14M | 0.05% | New |
| D. E. Shaw & Co history | 34.39K | $10.65M | 0.01% | New |
| T. Rowe Price Associates history | 396.46K | $122.80K | 0.01% | Hold |
Q2 2025 — 44 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 31.10M | $9.95B | 0.16% | Add |
| BlackRock Inc history | 18.98M | $6.08B | 0.12% | Reduce |
| JPMorgan Chase & Co history | 17.01M | $5.44B | 0.76% | Reduce |
| Fidelity Management & Research (FMR) history | 13.06M | $4.18B | 0.24% | Reduce |
| Capital World Investors history | 11.68M | $3.74B | 0.54% | Add |
| Morgan Stanley history | 7.09M | $2.27B | 0.15% | Reduce |
| Geode Capital Management history | 5.91M | $1.88B | 0.13% | Reduce |
| Norges Bank Investment Management history | 4.80M | $1.54B | 0.19% | Reduce |
| Wellington Management Group history | 2.88M | $920.51M | 0.17% | Reduce |
| MFS Investment Management history | 2.73M | $875.41M | 0.28% | Reduce |
| Invesco Ltd history | 2.35M | $753.76M | 0.13% | Add |
| Northern Trust Corp history | 2.35M | $751.75M | 0.10% | Reduce |
| Principal Global Investors history | 2.27M | $727.75M | 0.39% | Add |
| Charles Schwab Investment Management history | 2.04M | $652.02M | 0.11% | Reduce |
| Janus Henderson Group history | 1.55M | $495.52M | 0.24% | Add |
| Capital Research Global Investors history | 1.54M | $494.53M | 0.10% | Add |
| Goldman Sachs Group history | 1.49M | $478.20M | 0.07% | Add |
| Bank of America Corp history | 1.46M | $468.84M | 0.04% | Add |
| BNY Mellon history | 1.39M | $445.54M | 0.09% | Reduce |
| Legal & General Investment Management America history | 1.32M | $421.44M | 0.10% | Add |
| Fidelity International (FIL) history | 1.21M | $387.49M | 0.33% | Reduce |
| Baillie Gifford & Co history | 940.53K | $301.08M | 0.23% | Reduce |
| Amundi US history | 908.34K | $286.80M | 0.10% | Add |
| Deutsche Bank AG history | 867.90K | $277.83M | 0.10% | Add |
| UBS Group AG history | 846.32K | $270.93M | 0.05% | Reduce |
| Manulife Financial history | 801.59K | $256.60M | 0.23% | Reduce |
| Balyasny Asset Management history | 770.39K | $246.62M | 0.38% | Add |
| Viking Global Investors history | 725.79K | $232.34M | 0.67% | Add |
| Wells Fargo & Co history | 478.34K | $153.13M | 0.03% | Add |
| National Pension Service of Korea history | 470.35K | $150.57M | 0.13% | Reduce |
| Millennium Management history | 452.82K | $144.96M | 0.07% | Reduce |
| Franklin Resources history | 357.50K | $114.44M | 0.03% | Reduce |
| Renaissance Technologies history | 349.60K | $111.91M | 0.15% | Add |
| Citigroup Inc history | 254.45K | $81.45M | 0.04% | Reduce |
| Prudential Financial history | 158.47K | $50.73M | 0.07% | Add |
| Marshall Wace history | 147.14K | $47.10M | 0.05% | Reduce |
| Citadel Advisors history | 134.80K | $43.15M | 0.01% | Add |
| AQR Capital Management history | 134.50K | $42.69M | 0.04% | Reduce |
| Moore Capital Management history | 128.43K | $41.11M | 0.52% | New |
| PNC Financial Services history | 87.15K | $27.90M | 0.02% | Add |
| CPP Investments history | 79.67K | $25.50M | 0.02% | Reduce |
| PSP Investments history | 52.67K | $16.86M | 0.07% | Reduce |
| Two Sigma Investments history | 2.70K | $864.32K | 0.00% | New |
| T. Rowe Price Associates history | 395.65K | $126.66K | 0.01% | Reduce |
Q1 2025 — 44 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 30.41M | $10.50B | 0.19% | Add |
| BlackRock Inc history | 20.14M | $6.95B | 0.15% | Add |
| JPMorgan Chase & Co history | 17.37M | $6.00B | 0.93% | Add |
| Fidelity Management & Research (FMR) history | 13.73M | $4.74B | 0.31% | Add |
| Capital World Investors history | 11.57M | $4.00B | 0.65% | Add |
| Morgan Stanley history | 7.14M | $2.47B | 0.18% | Add |
| Geode Capital Management history | 6.63M | $2.28B | 0.18% | Add |
| Wellington Management Group history | 2.96M | $1.02B | 0.20% | Add |
| MFS Investment Management history | 2.87M | $991.89M | 0.33% | Reduce |
| Northern Trust Corp history | 2.36M | $816.41M | 0.12% | Hold |
| Principal Global Investors history | 2.07M | $714.88M | 0.40% | Add |
| Charles Schwab Investment Management history | 2.06M | $712.46M | 0.13% | Add |
| Invesco Ltd history | 1.85M | $639.19M | 0.12% | Reduce |
| Janus Henderson Group history | 1.53M | $521.59M | 0.29% | Add |
| BNY Mellon history | 1.49M | $513.36M | 0.10% | Add |
| Capital Research Global Investors history | 1.46M | $504.80M | 0.11% | Add |
| Goldman Sachs Group history | 1.46M | $503.40M | 0.08% | Add |
| Fidelity International (FIL) history | 1.37M | $473.91M | 0.45% | Add |
| Bank of America Corp history | 1.37M | $473.20M | 0.04% | Add |
| Legal & General Investment Management America history | 1.31M | $452.13M | 0.12% | Add |
| UBS Group AG history | 1.15M | $396.84M | 0.07% | Hold |
| Baillie Gifford & Co history | 1.04M | $357.90M | 0.31% | Reduce |
| Manulife Financial history | 884.32K | $305.30M | 0.29% | Reduce |
| Viking Global Investors history | 666.55K | $230.12M | 0.73% | New |
| Amundi US history | 556.34K | $191.60M | 0.07% | Reduce |
| Franklin Resources history | 528.19K | $182.35M | 0.05% | Hold |
| Deutsche Bank AG history | 525.68K | $181.49M | 0.07% | Add |
| National Pension Service of Korea history | 504.10K | $174.04M | 0.17% | Add |
| Millennium Management history | 497.50K | $171.76M | 0.10% | Reduce |
| Wells Fargo & Co history | 433.54K | $149.67M | 0.04% | Add |
| Renaissance Technologies history | 319.00K | $110.13M | 0.17% | Add |
| Citigroup Inc history | 268.19K | $92.59M | 0.05% | Add |
| Marshall Wace history | 244.70K | $84.48M | 0.11% | Reduce |
| Prudential Financial history | 137.16K | $47.35M | 0.07% | Add |
| AQR Capital Management history | 136.54K | $47.01M | 0.05% | Add |
| Citadel Advisors history | 113.49K | $39.18M | 0.01% | Reduce |
| CPP Investments history | 86.54K | $29.88M | 0.03% | Add |
| CDPQ (Caisse de Depot) history | 78.94K | $27.25M | 0.06% | Add |
| PNC Financial Services history | 68.41K | $23.62M | 0.01% | Add |
| PSP Investments history | 68.05K | $23.49M | 0.10% | Add |
| Arrowstreet Capital history | 3.98K | $1.37M | 0.00% | Reduce |
| Balyasny Asset Management history | 1.85K | $639.73K | 0.00% | Reduce |
| T. Rowe Price Associates history | 426.28K | $147.17K | 0.02% | Add |
| Saudi Arabian Monetary Authority history | 98 | $33.83K | 0.18% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 14.36M sh · $3.26B
- Moore Capital Management 18.50K sh · $4.25M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 1.97M sh · $426.89M
- Viking Global Investors sold 727.44K sh · $157.55M
- Renaissance Technologies sold 76.60K sh · $16.59M
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 | 19.82M | 19.31M | 19.24M | 18.56M | 18.98M | 20.14M | 19.51M | 17.52M | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 18.65M | 14.62M | 15.11M | 12.53M | 13.06M | 13.73M | 11.96M | 12.31M | 11.73M | 10.10M | 10.28M | 9.66M | 8.94M | 9.43M | 10.13M | 10.26M | 10.23M | 9.35M | 9.27M | 9.18M |
| JPMorgan Chase & Co | 14.36M | — | 20.31M | 20.34M | 17.01M | 17.37M | 12.56M | 4.84M | 4.70M | 4.54M | 4.82M | 5.00M | 4.91M | 4.62M | 5.65M | 6.82M | 8.24M | 8.35M | 5.79M | 5.43M |
| Capital World Investors | 12.51M | 13.82M | 12.61M | 11.78M | 11.68M | 11.57M | 8.20M | 6.29M | 5.81M | 4.83M | 4.43M | 3.55M | 2.14M | 2.13M | 2.12M | 622.71K | — | — | — | — |
| Dodge & Cox | 9.36M | 7.35M | 880.59K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Norges Bank Investment Management | 6.73M | — | 7.44M | — | 4.80M | — | 5.01M | — | 5.80M | — | 5.82M | — | — | — | 7.59M | — | — | — | — | — |
| Geode Capital Management | 6.30M | 6.24M | 6.01M | 6.00M | 5.91M | 6.63M | 6.28M | 5.49M | 5.41M | 5.24M | 4.99M | 4.88M | 4.77M | 4.61M | 4.53M | 4.47M | 4.38M | 4.22M | 4.00M | 3.91M |
| Principal Global Investors | 3.49M | 3.24M | 2.83M | 2.87M | 2.27M | 2.07M | 2.00M | 885.80K | 267.43K | 270.90K | 265.66K | 272.72K | 273.43K | 280.00K | 273.71K | 284.56K | 280.86K | 267.03K | 274.71K | 293.18K |
| Goldman Sachs Group | 2.82M | 1.95M | 1.71M | 1.40M | 1.49M | 1.46M | 1.14M | 1.42M | 1.18M | 1.19M | 1.33M | 1.10M | 1.04M | 993.41K | 881.45K | 793.86K | 766.99K | 640.95K | 607.56K | 603.62K |
| Morgan Stanley | 2.59M | 4.06M | 7.77M | 8.59M | 7.09M | 7.14M | 6.48M | 6.94M | 7.04M | 6.26M | 6.22M | 6.21M | 6.17M | 2.95M | 2.14M | 1.52M | 1.32M | 785.14K | 867.48K | 840.60K |
| Capital Research Global Investors | 2.59M | 2.98M | 1.55M | 1.54M | 1.54M | 1.46M | 267.04K | 262.05K | 291.35K | — | — | — | — | — | — | — | — | — | — | — |
| Franklin Resources | 2.22M | 1.95M | 390.31K | 426.05K | 357.50K | 528.19K | 526.86K | 523.32K | 515.96K | 513.96K | 535.85K | 462.77K | 302.43K | 289.05K | 308.11K | 199.50K | 212.22K | 184.94K | 199.56K | 220.44K |
| Northern Trust Corp | 2.20M | 2.23M | 2.23M | 2.32M | 2.35M | 2.36M | 2.36M | 1.88M | 1.96M | 1.92M | 2.05M | 2.09M | 1.98M | 2.09M | 2.08M | 2.06M | 2.07M | 2.13M | 2.13M | 2.12M |
| Charles Schwab Investment Management | 2.16M | 2.11M | 2.04M | 2.03M | 2.04M | 2.06M | 2.03M | 1.84M | 1.85M | 1.85M | 1.85M | 1.86M | 1.86M | 1.86M | 1.87M | 1.86M | 1.83M | 1.83M | 2.15M | 2.15M |
| Manulife Financial | 1.92M | 322.63K | 425.35K | 542.88K | 801.59K | 884.32K | 944.48K | 879.25K | 1.04M | 326.55K | 369.46K | 386.40K | 409.41K | 461.06K | 791.12K | 1.05M | 1.15M | 1.20M | 956.95K | 951.26K |
| Invesco Ltd | 1.75M | 1.72M | 1.73M | 1.65M | 2.35M | 1.85M | 1.90M | 1.93M | 2.12M | 2.28M | 2.36M | 2.57M | 2.48M | 2.22M | 2.51M | 2.48M | 2.66M | 2.55M | 2.81M | 2.30M |
| Bank of America Corp | 1.54M | 1.85M | 1.51M | 1.57M | 1.46M | 1.37M | 1.29M | 1.11M | 993.62K | 915.34K | 793.34K | 689.38K | 670.92K | 950.21K | 745.19K | 877.41K | 989.96K | 801.08K | 1.11M | 1.19M |
| Legal & General Investment Management America | 1.31M | 1.37M | 1.37M | 1.39M | 1.32M | 1.31M | 1.29M | 1.54M | 1.64M | 1.59M | 1.61M | 1.34M | 1.39M | 1.37M | 1.36M | 1.45M | 1.53M | 1.45M | 1.38M | 1.40M |
| Wellington Management Group | 1.28M | 2.58M | 2.97M | 3.27M | 2.88M | 2.96M | 2.82M | 1.08M | 1.18M | 1.18M | 1.33M | 2.57M | 2.75M | 2.66M | 2.89M | 3.08M | 3.48M | 2.37M | 2.38M | 2.44M |
| BNY Mellon | 1.26M | 1.29M | 1.31M | 1.36M | 1.39M | 1.49M | 1.46M | 1.41M | 1.44M | 1.50M | 1.56M | 1.72M | 1.76M | 1.77M | 1.79M | 1.88M | 1.81M | 1.72M | 1.76M | 1.84M |
▲ 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