ALGN — ALIGN TECHNOLOGY INC
Reported value held$7.02B
Funds holding (latest)58
SectorHealth Care
Index member: S&P 500
Funds holding (Q2 2026)43
Institutional value$5.43B · 32.29M sh
New / Add / Cut / Exit1 / 21 / 17 / 2
Top-5 / Top-10 concentration54.4% / 75.6%
Institutional holdings change
Accumulating +19.0%
(+5.16M sh)
Institutional value change
Up +17.3%
As of Q2 2026, 43 SEC-registered investment managers reported holding ALGN (ALIGN TECHNOLOGY INC) in their latest 13F filings, with a combined reported value of $5.43B across 32.29M shares. That is +19.0% by share count (+5.16M shares) versus the previous quarter, while reported value moved +17.3%. Ownership is concentrated: the five largest holders account for 54.4% of reported value and the top ten for 75.6%.
Compared with the prior quarter, 1 opened new positions, 21 added to existing stakes, 17 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
ALGN is a constituent of the S&P 500 and is classified in the Health Care 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 — 43 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.42M | $745.37M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 4.06M | $684.77M | 0.03% | Add |
| Capital World Investors history | 3.42M | $577.22M | 0.07% | Reduce |
| Goldman Sachs Group history | 3.39M | $571.55M | 0.05% | Add |
| Geode Capital Management history | 2.25M | $378.15M | 0.02% | Add |
| UBS Group AG history | 2.13M | $359.73M | 0.05% | Add |
| Invesco Ltd history | 1.41M | $238.41M | 0.02% | Add |
| Ruane Cunniff & Goldfarb (Sequoia) history | 1.17M | $197.58M | 3.07% | Reduce |
| Arrowstreet Capital history | 1.07M | $180.74M | 0.08% | Add |
| Morgan Stanley history | 1.01M | $170.99M | 0.01% | Hold |
| Norges Bank Investment Management history | 904.62K | $152.57M | 0.01% | Reduce |
| AQR Capital Management history | 899.73K | $151.16M | 0.05% | Add |
| JPMorgan Chase & Co history | 773.18K | $134.65M | 0.02% | New |
| Charles Schwab Investment Management history | 668.13K | $112.69M | 0.01% | Add |
| Deutsche Bank AG history | 591.60K | $99.78M | 0.03% | Add |
| Northern Trust Corp history | 562.24K | $94.83M | 0.01% | Reduce |
| Bank of America Corp history | 551.91K | $93.09M | 0.01% | Add |
| Citadel Advisors history | 513.68K | $86.64M | 0.01% | Reduce |
| Amundi US history | 434.66K | $73.31M | 0.02% | Add |
| BNY Mellon history | 338.33K | $57.06M | 0.01% | Reduce |
| Wells Fargo & Co history | 280.14K | $47.25M | 0.01% | Reduce |
| D. E. Shaw & Co history | 215.94K | $36.42M | 0.02% | Add |
| Fidelity International (FIL) history | 196.67K | $33.17M | 0.02% | Add |
| Citigroup Inc history | 142.60K | $24.05M | 0.01% | Add |
| Legal & General Investment Management America history | 133.66K | $22.54M | 0.01% | Add |
| CDPQ (Caisse de Depot) history | 128.20K | $21.62M | 0.03% | Add |
| Bridgewater Associates history | 82.40K | $13.90M | 0.06% | Add |
| Principal Global Investors history | 78.53K | $13.25M | 0.01% | Add |
| Manulife Financial history | 77.12K | $13.01M | 0.01% | Reduce |
| Millennium Management history | 76.26K | $12.86M | 0.01% | Reduce |
| Prudential Financial history | 47.17K | $7.96M | 0.01% | Add |
| MFS Investment Management history | 40.70K | $6.86M | 0.00% | Reduce |
| CPP Investments history | 26.51K | $4.47M | 0.00% | Hold |
| PSP Investments history | 18.98K | $3.20M | 0.01% | Reduce |
| Franklin Resources history | 18.44K | $3.11M | 0.00% | Add |
| Balyasny Asset Management history | 17.21K | $2.90M | 0.00% | Reduce |
| PNC Financial Services history | 9.80K | $1.65M | 0.00% | Hold |
| ARK Invest history | 5.26K | $887.83K | 0.01% | Reduce |
| Lazard Asset Management history | 4.55K | $768.25K | 0.00% | Reduce |
| Point72 Asset Management history | 4.40K | $742.10K | 0.00% | Reduce |
| Wellington Management Group history | 4.38K | $739.24K | 0.00% | Reduce |
| Two Sigma Investments history | 1.83K | $309.49K | 0.00% | Reduce |
| T. Rowe Price Associates history | 98.01K | $16.53K | 0.00% | Hold |
Q1 2026 — 43 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.29M | $735.42M | 0.01% | Reduce |
| Capital World Investors history | 4.07M | $698.11M | 0.10% | Add |
| Fidelity Management & Research (FMR) history | 2.70M | $462.92M | 0.03% | Add |
| Goldman Sachs Group history | 1.81M | $309.85M | 0.04% | Add |
| Geode Capital Management history | 1.79M | $306.46M | 0.02% | Add |
| UBS Group AG history | 1.41M | $241.93M | 0.04% | Add |
| Invesco Ltd history | 1.31M | $225.00M | 0.04% | Add |
| Ruane Cunniff & Goldfarb (Sequoia) history | 1.21M | $206.84M | 3.43% | Reduce |
| Arrowstreet Capital history | 1.05M | $180.80M | 0.10% | Add |
| Morgan Stanley history | 1.01M | $173.71M | 0.01% | Add |
| Citadel Advisors history | 939.52K | $161.06M | 0.03% | Add |
| AQR Capital Management history | 893.21K | $150.26M | 0.07% | Reduce |
| Charles Schwab Investment Management history | 643.48K | $110.31M | 0.02% | Add |
| Northern Trust Corp history | 569.39K | $97.61M | 0.01% | Hold |
| Bank of America Corp history | 482.38K | $82.69M | 0.01% | Reduce |
| BNY Mellon history | 399.51K | $68.49M | 0.01% | Add |
| Amundi US history | 358.73K | $61.50M | 0.02% | Reduce |
| Wells Fargo & Co history | 328.07K | $56.24M | 0.01% | Add |
| Manulife Financial history | 273.93K | $46.96M | 0.04% | Reduce |
| Deutsche Bank AG history | 226.23K | $38.78M | 0.01% | Add |
| Millennium Management history | 140.43K | $24.07M | 0.01% | Reduce |
| Legal & General Investment Management America history | 126.62K | $21.71M | 0.01% | Reduce |
| CDPQ (Caisse de Depot) history | 125.89K | $21.58M | 0.04% | Add |
| Citigroup Inc history | 115.65K | $19.83M | 0.01% | Reduce |
| MFS Investment Management history | 103.01K | $17.66M | 0.01% | Reduce |
| Fidelity International (FIL) history | 79.22K | $13.58M | 0.01% | Add |
| Principal Global Investors history | 74.33K | $12.74M | 0.01% | Add |
| Marshall Wace history | 73.44K | $12.59M | 0.01% | Add |
| D. E. Shaw & Co history | 72.12K | $12.36M | 0.01% | Reduce |
| Wellington Management Group history | 71.62K | $12.28M | 0.00% | Reduce |
| PSP Investments history | 49.60K | $8.50M | 0.03% | Reduce |
| Two Sigma Investments history | 43.71K | $7.49M | 0.01% | Reduce |
| Prudential Financial history | 31.96K | $5.48M | 0.01% | Reduce |
| Janus Henderson Group history | 30.79K | $5.28M | 0.00% | Reduce |
| CPP Investments history | 26.51K | $4.54M | 0.00% | Add |
| Balyasny Asset Management history | 21.80K | $3.74M | 0.01% | Reduce |
| Lazard Asset Management history | 18.21K | $3.12M | 0.01% | Add |
| Point72 Asset Management history | 17.10K | $2.93M | 0.00% | Add |
| Bridgewater Associates history | 9.92K | $1.70M | 0.01% | Reduce |
| PNC Financial Services history | 9.77K | $1.67M | 0.00% | Add |
| ARK Invest history | 6.36K | $1.09M | 0.01% | Reduce |
| Franklin Resources history | 3.38K | $579.78K | 0.00% | Reduce |
| T. Rowe Price Associates history | 97.82K | $16.77K | 0.00% | Reduce |
Q4 2025 — 47 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 8.18M | $1.28B | 0.02% | Reduce |
| BlackRock Inc history | 4.36M | $680.90M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 2.00M | $312.23M | 0.02% | Add |
| Geode Capital Management history | 1.76M | $274.33M | 0.02% | Reduce |
| Capital World Investors history | 1.49M | $232.74M | 0.03% | Add |
| Invesco Ltd history | 1.27M | $197.62M | 0.03% | Reduce |
| Ruane Cunniff & Goldfarb (Sequoia) history | 1.22M | $190.90M | 2.98% | New |
| AQR Capital Management history | 1.20M | $186.82M | 0.10% | Add |
| Arrowstreet Capital history | 1.01M | $157.00M | 0.09% | Add |
| Norges Bank Investment Management history | 996.20K | $155.56M | 0.02% | Add |
| Morgan Stanley history | 944.85K | $147.54M | 0.01% | Add |
| Bank of America Corp history | 921.95K | $143.96M | 0.01% | Reduce |
| Millennium Management history | 868.13K | $135.56M | 0.06% | Add |
| Citadel Advisors history | 858.35K | $134.03M | 0.02% | Add |
| Goldman Sachs Group history | 780.68K | $121.90M | 0.01% | Add |
| Charles Schwab Investment Management history | 626.77K | $97.87M | 0.01% | Add |
| Northern Trust Corp history | 571.21K | $89.19M | 0.01% | Reduce |
| Amundi US history | 560.24K | $87.48M | 0.03% | Hold |
| BNY Mellon history | 389.25K | $60.78M | 0.01% | Reduce |
| Manulife Financial history | 282.01K | $44.04M | 0.04% | Add |
| UBS Group AG history | 267.62K | $41.79M | 0.01% | Reduce |
| Citigroup Inc history | 252.87K | $39.48M | 0.02% | Reduce |
| MFS Investment Management history | 236.11K | $36.87M | 0.01% | Reduce |
| Legal & General Investment Management America history | 233.58K | $36.47M | 0.01% | Reduce |
| Deutsche Bank AG history | 221.31K | $34.56M | 0.01% | Reduce |
| Balyasny Asset Management history | 174.40K | $27.23M | 0.04% | New |
| Wells Fargo & Co history | 130.29K | $20.35M | 0.00% | Reduce |
| Two Sigma Investments history | 121.58K | $18.98M | 0.03% | Add |
| CDPQ (Caisse de Depot) history | 95.58K | $14.93M | 0.03% | Add |
| Wellington Management Group history | 75.95K | $11.86M | 0.00% | Reduce |
| D. E. Shaw & Co history | 74.92K | $11.70M | 0.01% | Add |
| Principal Global Investors history | 73.68K | $11.50M | 0.01% | Add |
| PSP Investments history | 59.01K | $9.21M | 0.03% | Add |
| Fidelity International (FIL) history | 57.97K | $9.05M | 0.01% | Add |
| Janus Henderson Group history | 41.30K | $6.45M | 0.00% | Reduce |
| Prudential Financial history | 32.93K | $5.14M | 0.01% | Reduce |
| Marshall Wace history | 30.24K | $4.72M | 0.00% | Reduce |
| Bridgewater Associates history | 25.99K | $4.06M | 0.01% | Add |
| CPP Investments history | 24.91K | $3.89M | 0.00% | Reduce |
| Moore Capital Management history | 24.15K | $3.77M | 0.06% | Reduce |
| JPMorgan Chase & Co history | 16.80K | $2.62M | 0.00% | Add |
| Point72 Asset Management history | 14.50K | $2.26M | 0.00% | New |
| Lazard Asset Management history | 13.57K | $2.12M | 0.00% | Add |
| ARK Invest history | 9.14K | $1.43M | 0.01% | Add |
| PNC Financial Services history | 8.62K | $1.35M | 0.00% | Reduce |
| Franklin Resources history | 3.73K | $582.44K | 0.00% | Reduce |
| T. Rowe Price Associates history | 98.95K | $15.45K | 0.00% | Reduce |
Q3 2025 — 44 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 8.30M | $1.04B | 0.02% | Add |
| BlackRock Inc history | 4.95M | $620.37M | 0.01% | Reduce |
| Wellington Management Group history | 1.85M | $231.63M | 0.04% | Reduce |
| Geode Capital Management history | 1.80M | $224.99M | 0.01% | Add |
| Invesco Ltd history | 1.50M | $187.52M | 0.03% | Add |
| Bank of America Corp history | 1.35M | $169.44M | 0.01% | Add |
| Capital World Investors history | 1.32M | $164.90M | 0.02% | Add |
| Morgan Stanley history | 902.57K | $113.02M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 844.84K | $105.79M | 0.01% | Reduce |
| AQR Capital Management history | 721.67K | $90.29M | 0.06% | Add |
| Citadel Advisors history | 633.29K | $79.30M | 0.01% | Reduce |
| Goldman Sachs Group history | 625.94K | $78.38M | 0.01% | Add |
| Northern Trust Corp history | 618.60K | $77.46M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 609.43K | $76.31M | 0.01% | Add |
| Amundi US history | 558.99K | $73.51M | 0.02% | Add |
| UBS Group AG history | 581.31K | $72.79M | 0.01% | Add |
| BNY Mellon history | 489.49K | $61.29M | 0.01% | Reduce |
| Deutsche Bank AG history | 447.14K | $55.99M | 0.02% | Add |
| Millennium Management history | 377.09K | $47.22M | 0.02% | Reduce |
| Legal & General Investment Management America history | 352.97K | $44.20M | 0.01% | Add |
| Citigroup Inc history | 313.81K | $39.29M | 0.02% | Add |
| Arrowstreet Capital history | 289.49K | $36.25M | 0.02% | Add |
| MFS Investment Management history | 254.41K | $31.86M | 0.01% | Add |
| Janus Henderson Group history | 218.22K | $27.33M | 0.01% | Reduce |
| Wells Fargo & Co history | 177.29K | $22.20M | 0.00% | Reduce |
| CDPQ (Caisse de Depot) history | 81.62K | $10.22M | 0.02% | Add |
| CPP Investments history | 79.20K | $9.92M | 0.01% | Add |
| D. E. Shaw & Co history | 73.42K | $9.19M | 0.01% | Add |
| Principal Global Investors history | 72.59K | $9.09M | 0.01% | Reduce |
| Moore Capital Management history | 61.73K | $7.73M | 0.11% | New |
| Manulife Financial history | 52.95K | $6.63M | 0.01% | Add |
| Fidelity International (FIL) history | 52.78K | $6.61M | 0.01% | Reduce |
| Prudential Financial history | 37.49K | $4.69M | 0.01% | Reduce |
| Franklin Resources history | 708.59K | $4.58M | 0.00% | Add |
| Marshall Wace history | 31.33K | $3.92M | 0.00% | New |
| Bridgewater Associates history | 18.21K | $2.28M | 0.01% | Add |
| Lazard Asset Management history | 12.71K | $1.59M | 0.00% | Add |
| Two Sigma Investments history | 9.54K | $1.19M | 0.00% | New |
| PNC Financial Services history | 8.78K | $1.10M | 0.00% | Add |
| ARK Invest history | 6.21K | $777.37K | 0.01% | Hold |
| PSP Investments history | 5.71K | $714.38K | 0.00% | Add |
| National Pension Service of Korea history | 2.46K | $307.67K | 0.00% | New |
| T. Rowe Price Associates history | 100.14K | $12.54K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 100 | $12.52K | 0.00% | Reduce |
Q2 2025 — 44 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 8.24M | $1.56B | 0.03% | Reduce |
| BlackRock Inc history | 5.13M | $970.74M | 0.02% | Reduce |
| Wellington Management Group history | 2.17M | $409.99M | 0.08% | Add |
| Citadel Advisors history | 1.99M | $376.02M | 0.07% | Reduce |
| Geode Capital Management history | 1.78M | $336.48M | 0.02% | Reduce |
| Fidelity Management & Research (FMR) history | 1.34M | $254.51M | 0.01% | Add |
| Capital World Investors history | 1.30M | $245.54M | 0.04% | Add |
| Invesco Ltd history | 1.09M | $206.37M | 0.04% | Reduce |
| Norges Bank Investment Management history | 820.24K | $155.30M | 0.02% | Reduce |
| Millennium Management history | 816.19K | $154.53M | 0.08% | Reduce |
| Bank of America Corp history | 786.64K | $148.93M | 0.01% | Add |
| Morgan Stanley history | 763.87K | $144.62M | 0.01% | Reduce |
| BNY Mellon history | 702.95K | $133.09M | 0.03% | Reduce |
| Northern Trust Corp history | 662.80K | $125.49M | 0.02% | Reduce |
| Goldman Sachs Group history | 567.19K | $107.39M | 0.01% | Add |
| AQR Capital Management history | 532.14K | $100.75M | 0.08% | Add |
| Charles Schwab Investment Management history | 501.76K | $95.00M | 0.02% | Add |
| Deutsche Bank AG history | 407.73K | $77.20M | 0.03% | Reduce |
| Legal & General Investment Management America history | 330.61K | $62.59M | 0.02% | Reduce |
| Janus Henderson Group history | 280.79K | $53.16M | 0.03% | Reduce |
| UBS Group AG history | 261.40K | $49.49M | 0.01% | Reduce |
| Amundi US history | 251.09K | $49.46M | 0.02% | Reduce |
| Citigroup Inc history | 245.21K | $46.43M | 0.02% | Reduce |
| Wells Fargo & Co history | 232.57K | $44.03M | 0.01% | Add |
| MFS Investment Management history | 165.14K | $31.27M | 0.01% | Add |
| CPP Investments history | 78.71K | $14.90M | 0.01% | Reduce |
| Principal Global Investors history | 74.31K | $14.07M | 0.01% | Reduce |
| Arrowstreet Capital history | 63.50K | $12.02M | 0.01% | Add |
| Fidelity International (FIL) history | 58.98K | $11.17M | 0.01% | Reduce |
| D. E. Shaw & Co history | 54.40K | $10.30M | 0.01% | Reduce |
| Prudential Financial history | 39.98K | $7.57M | 0.01% | Reduce |
| Manulife Financial history | 39.82K | $7.54M | 0.01% | Reduce |
| CDPQ (Caisse de Depot) history | 22.09K | $4.18M | 0.01% | Add |
| Franklin Resources history | 17.43K | $3.30M | 0.00% | Add |
| PNC Financial Services history | 8.72K | $1.65M | 0.00% | Add |
| Balyasny Asset Management history | 8.32K | $1.57M | 0.00% | Add |
| ARK Invest history | 6.21K | $1.17M | 0.01% | Add |
| PSP Investments history | 5.06K | $957.44K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 3.10K | $586.92K | 0.00% | Add |
| Bridgewater Associates history | 2.26K | $428.45K | 0.00% | Reduce |
| Renaissance Technologies history | 2.10K | $397.59K | 0.00% | New |
| First Eagle Investment Management history | 995 | $188.38K | 0.00% | Reduce |
| T. Rowe Price Associates history | 101.65K | $19.25K | 0.00% | Hold |
| Lazard Asset Management history | 131 | $24 | 0.00% | Reduce |
Q1 2025 — 45 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 8.44M | $1.34B | 0.02% | Add |
| BlackRock Inc history | 5.93M | $942.82M | 0.02% | Reduce |
| Citadel Advisors history | 2.10M | $333.98M | 0.06% | Reduce |
| Wellington Management Group history | 2.03M | $322.61M | 0.06% | Reduce |
| Geode Capital Management history | 1.86M | $294.11M | 0.02% | Add |
| Capital World Investors history | 1.25M | $198.85M | 0.03% | Add |
| Invesco Ltd history | 1.22M | $193.76M | 0.04% | Add |
| Fidelity Management & Research (FMR) history | 1.12M | $178.25M | 0.01% | Reduce |
| Millennium Management history | 1.05M | $166.63M | 0.09% | Reduce |
| BNY Mellon history | 974.66K | $154.84M | 0.03% | Reduce |
| Morgan Stanley history | 831.72K | $132.13M | 0.01% | Reduce |
| Janus Henderson Group history | 815.01K | $129.75M | 0.07% | Add |
| Northern Trust Corp history | 679.01K | $107.87M | 0.02% | Reduce |
| Bank of America Corp history | 531.12K | $84.37M | 0.01% | Add |
| Charles Schwab Investment Management history | 498.37K | $79.17M | 0.01% | Add |
| Deutsche Bank AG history | 491.91K | $78.14M | 0.03% | Add |
| Goldman Sachs Group history | 476.13K | $75.64M | 0.01% | Reduce |
| Legal & General Investment Management America history | 424.69K | $67.47M | 0.02% | Add |
| AQR Capital Management history | 404.31K | $63.13M | 0.07% | Add |
| Amundi US history | 323.15K | $49.84M | 0.02% | Reduce |
| UBS Group AG history | 308.32K | $48.98M | 0.01% | Reduce |
| Citigroup Inc history | 256.49K | $40.75M | 0.02% | Add |
| Marshall Wace history | 220.53K | $35.03M | 0.04% | New |
| Wells Fargo & Co history | 185.45K | $29.46M | 0.01% | Add |
| D. E. Shaw & Co history | 114.53K | $18.19M | 0.02% | Add |
| MFS Investment Management history | 109.18K | $17.34M | 0.01% | New |
| CPP Investments history | 92.68K | $14.72M | 0.01% | Add |
| Principal Global Investors history | 80.05K | $12.72M | 0.01% | Reduce |
| Fidelity International (FIL) history | 65.13K | $10.35M | 0.01% | Hold |
| Prudential Financial history | 51.96K | $8.25M | 0.01% | Add |
| Manulife Financial history | 41.44K | $6.58M | 0.01% | Reduce |
| Arrowstreet Capital history | 21.97K | $3.49M | 0.00% | New |
| CDPQ (Caisse de Depot) history | 13.20K | $2.10M | 0.00% | New |
| PSP Investments history | 9.50K | $1.51M | 0.01% | Add |
| Franklin Resources history | 8.09K | $1.28M | 0.00% | Reduce |
| PNC Financial Services history | 7.83K | $1.24M | 0.00% | Reduce |
| Balyasny Asset Management history | 6.62K | $1.05M | 0.00% | Reduce |
| ARK Invest history | 5.98K | $950.62K | 0.01% | Reduce |
| Bridgewater Associates history | 2.97K | $471.65K | 0.00% | Reduce |
| First Eagle Investment Management history | 1.32K | $209.69K | 0.00% | Reduce |
| National Pension Service of Korea history | 265 | $42.10K | 0.00% | Reduce |
| T. Rowe Price Associates history | 101.26K | $16.09K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 100 | $15.89K | 0.00% | Reduce |
| Saudi Arabian Monetary Authority history | 28 | $4.45K | 0.02% | New |
| Lazard Asset Management history | 183 | $28 | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 773.18K sh · $134.65M
Fully Exited (vs previous quarter)
- Marshall Wace sold 73.44K sh · $12.59M
- Janus Henderson Group sold 30.79K sh · $5.28M
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 | 4.42M | 4.29M | 4.36M | 4.95M | 5.13M | 5.93M | 7.68M | 7.77M | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 4.06M | 2.70M | 2.00M | 844.84K | 1.34M | 1.12M | 1.20M | 1.22M | 854.32K | 427.08K | 93.60K | 233.37K | 287.11K | 190.38K | 148.86K | 110.38K | 79.36K | 361.20K | 853.16K | 783.59K |
| Capital World Investors | 3.42M | 4.07M | 1.49M | 1.32M | 1.30M | 1.25M | 1.12M | 1.12M | 1.26M | 1.26M | 1.26M | 1.29M | 2.11M | 2.16M | 2.13M | 1.12M | 1.03M | 422.45K | 361.74K | 36.63K |
| Goldman Sachs Group | 3.39M | 1.81M | 780.68K | 625.94K | 567.19K | 476.13K | 530.97K | 581.37K | 629.85K | 544.15K | 416.50K | 573.30K | 536.66K | 570.37K | 442.50K | 305.31K | 356.07K | 568.99K | 597.01K | 515.48K |
| Geode Capital Management | 2.25M | 1.79M | 1.76M | 1.80M | 1.78M | 1.86M | 1.79M | 1.75M | 1.73M | 1.72M | 1.67M | 1.63M | 1.59M | 1.58M | 1.55M | 1.51M | 1.48M | 1.26M | 1.22M | 1.20M |
| UBS Group AG | 2.13M | 1.41M | 267.62K | 581.31K | 261.40K | 308.32K | 582.21K | 167.44K | 161.33K | 120.67K | 137.68K | 152.31K | 150.16K | 194.25K | 98.07K | 44.31K | 60.17K | 77.45K | 391.21K | 154.03K |
| Invesco Ltd | 1.41M | 1.31M | 1.27M | 1.50M | 1.09M | 1.22M | 1.08M | 923.85K | 834.83K | 733.74K | 863.33K | 960.27K | 832.00K | 601.35K | 796.79K | 905.45K | 670.82K | 736.42K | 950.14K | 1.06M |
| Ruane Cunniff & Goldfarb (Sequoia) | 1.17M | 1.21M | 1.22M | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Arrowstreet Capital | 1.07M | 1.05M | 1.01M | 289.49K | 63.50K | 21.97K | — | — | 162.58K | 235.28K | 126.72K | 272.11K | 238.33K | 138.26K | 17.32K | 14.32K | — | 142.84K | 305.32K | 377.94K |
| Morgan Stanley | 1.01M | 1.01M | 944.85K | 902.57K | 763.87K | 831.72K | 1.04M | 907.21K | 986.71K | 979.35K | 1.23M | 1.02M | 927.58K | 993.56K | 1.06M | 933.27K | 799.44K | 365.41K | 260.44K | 272.45K |
| Norges Bank Investment Management | 904.62K | — | 996.20K | — | 820.24K | — | 915.03K | — | 892.64K | — | 816.10K | — | — | — | 714.52K | — | — | — | — | — |
| AQR Capital Management | 899.73K | 893.21K | 1.20M | 721.67K | 532.14K | 404.31K | 198.00K | 296.74K | 172.52K | 125.05K | 198.72K | 85.10K | 97.38K | 83.93K | 194.35K | 70.67K | 147.77K | 79.25K | 75.77K | 85.17K |
| JPMorgan Chase & Co | 773.18K | — | 16.80K | 100 | 3.10K | 100 | 22.30K | 25.30K | 25.30K | 30.50K | 2.27M | 104.10K | 63.90K | 3.00K | 215.07K | 71.30K | 222.64K | 527.29K | 500 | 500 |
| Charles Schwab Investment Management | 668.13K | 643.48K | 626.77K | 609.43K | 501.76K | 498.37K | 465.61K | 448.03K | 437.14K | 439.11K | 424.59K | 405.86K | 401.30K | 404.66K | 397.68K | 378.77K | 374.70K | 361.53K | 354.52K | 345.57K |
| Deutsche Bank AG | 591.60K | 226.23K | 221.31K | 447.14K | 407.73K | 491.91K | 369.62K | 323.09K | 305.88K | 240.16K | 231.96K | 191.80K | 213.33K | 232.48K | 284.57K | 254.79K | 193.80K | 256.81K | 298.73K | 387.78K |
| Northern Trust Corp | 562.24K | 569.39K | 571.21K | 618.60K | 662.80K | 679.01K | 736.94K | 650.44K | 699.12K | 761.47K | 788.50K | 831.47K | 809.98K | 818.60K | 813.64K | 811.40K | 814.65K | 859.80K | 874.83K | 885.10K |
| Bank of America Corp | 551.91K | 482.38K | 921.95K | 1.35M | 786.64K | 531.12K | 460.03K | 259.54K | 387.14K | 165.03K | 288.20K | 354.44K | 313.60K | 661.09K | 339.45K | 517.98K | 616.56K | 605.92K | 563.53K | 567.69K |
| Citadel Advisors | 513.68K | 939.52K | 858.35K | 633.29K | 1.99M | 2.10M | 2.15M | 1.89M | 1.26M | 1.05M | 893.41K | 846.67K | 1.02M | 2.11M | 1.13M | 849.71K | 1.05M | 1.05M | 370.87K | 304.74K |
| Amundi US | 434.66K | 358.73K | 560.24K | 558.99K | 251.09K | 323.15K | 360.81K | 203.16K | 313.56K | 313.70K | 516.86K | 202.10K | 230.01K | 216.05K | 433.77K | 357.07K | 377.24K | 195.69K | 195.01K | 187.84K |
| BNY Mellon | 338.33K | 399.51K | 389.25K | 489.49K | 702.95K | 974.66K | 1.07M | 1.13M | 1.15M | 1.13M | 1.12M | 1.23M | 1.20M | 1.07M | 1.17M | 943.79K | 899.90K | 809.91K | 819.15K | 851.44K |
▲ 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