ATEC — ALPHATEC HLDGS INC
Reported value held$565.78M
Funds holding (latest)44
SectorHealth Care
Funds holding (Q2 2026)33
Institutional value$381.82M · 44.22M sh
New / Add / Cut / Exit2 / 20 / 10 / 5
Top-5 / Top-10 concentration60.8% / 79.3%
Institutional holdings change
Reducing -0.2%
(-88.97K sh)
Institutional value change
Down -20.6%
As of Q2 2026, 33 SEC-registered investment managers reported holding ATEC (ALPHATEC HLDGS INC) in their latest 13F filings, with a combined reported value of $381.82M across 44.22M shares. That is -0.2% by share count (-88.97K shares) versus the previous quarter, while reported value moved -20.6%. Ownership is concentrated: the five largest holders account for 60.8% of reported value and the top ten for 79.3%.
Compared with the prior quarter, 2 opened new positions, 20 added to existing stakes, 10 trimmed, 5 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
ATEC 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 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 11.33M | $97.98M | 0.00% | Add |
| UBS Group AG history | 7.23M | $62.54M | 0.01% | Add |
| Geode Capital Management history | 3.19M | $27.59M | 0.00% | Add |
| Citadel Advisors history | 2.69M | $23.30M | 0.00% | Add |
| AQR Capital Management history | 2.39M | $20.64M | 0.01% | Add |
| Bank of America Corp history | 1.98M | $17.10M | 0.00% | Reduce |
| Goldman Sachs Group history | 1.65M | $14.31M | 0.00% | Reduce |
| Arrowstreet Capital history | 1.56M | $13.54M | 0.01% | Add |
| Morgan Stanley history | 1.54M | $13.28M | 0.00% | Reduce |
| Northern Trust Corp history | 1.43M | $12.35M | 0.00% | Add |
| Millennium Management history | 1.15M | $9.91M | 0.00% | Reduce |
| First Eagle Investment Management history | 996.64K | $8.62M | 0.01% | Add |
| Charles Schwab Investment Management history | 995.31K | $8.61M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 925.73K | $8.01M | 0.00% | Add |
| Deutsche Bank AG history | 925.19K | $8.00M | 0.00% | Reduce |
| Two Sigma Investments history | 823.50K | $7.12M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 663.06K | $6.35M | 0.00% | New |
| BNY Mellon history | 357.41K | $3.09M | 0.00% | Add |
| Wells Fargo & Co history | 334.98K | $2.90M | 0.00% | Add |
| Principal Global Investors history | 318.72K | $2.76M | 0.00% | Add |
| PNC Financial Services history | 310.90K | $2.69M | 0.00% | Reduce |
| Royce & Associates history | 306.07K | $2.65M | 0.02% | Add |
| Renaissance Technologies history | 284.50K | $2.46M | 0.00% | Reduce |
| Moore Capital Management history | 188.50K | $1.63M | 0.03% | New |
| Legal & General Investment Management America history | 99.49K | $860.12K | 0.00% | Add |
| Norges Bank Investment Management history | 98.61K | $852.99K | 0.00% | Reduce |
| Invesco Ltd history | 82.83K | $716.49K | 0.00% | Add |
| Manulife Financial history | 67.09K | $580.35K | 0.00% | Add |
| Franklin Resources history | 64.55K | $558.37K | 0.00% | Add |
| Citigroup Inc history | 63.38K | $548.19K | 0.00% | Add |
| Prudential Financial history | 20.53K | $177.59K | 0.00% | Reduce |
| CPP Investments history | 11.40K | $98.61K | 0.00% | Hold |
| T. Rowe Price Associates history | 155.47K | $1.34K | 0.00% | Add |
Q1 2026 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 10.09M | $109.76M | 0.00% | Reduce |
| UBS Group AG history | 7.16M | $77.86M | 0.01% | Add |
| Geode Capital Management history | 2.91M | $31.63M | 0.00% | Add |
| Millennium Management history | 2.81M | $30.57M | 0.01% | Add |
| Bank of America Corp history | 2.56M | $27.86M | 0.00% | Add |
| Point72 Asset Management history | 2.49M | $27.13M | 0.04% | Add |
| Two Sigma Investments history | 2.04M | $22.23M | 0.02% | Add |
| Goldman Sachs Group history | 1.96M | $21.30M | 0.00% | Reduce |
| Morgan Stanley history | 1.65M | $17.97M | 0.00% | Reduce |
| AQR Capital Management history | 1.39M | $15.08M | 0.01% | Add |
| Northern Trust Corp history | 1.36M | $14.78M | 0.00% | Reduce |
| Deutsche Bank AG history | 1.30M | $14.17M | 0.01% | Reduce |
| Citadel Advisors history | 1.09M | $11.91M | 0.00% | Reduce |
| Renaissance Technologies history | 1.06M | $11.48M | 0.02% | Add |
| Charles Schwab Investment Management history | 978.07K | $10.64M | 0.00% | Reduce |
| First Eagle Investment Management history | 696.64K | $7.58M | 0.01% | Add |
| Arrowstreet Capital history | 507.02K | $5.52M | 0.00% | Add |
| BNY Mellon history | 328.60K | $3.58M | 0.00% | Hold |
| PNC Financial Services history | 318.32K | $3.46M | 0.00% | Add |
| Principal Global Investors history | 293.00K | $3.19M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 287.45K | $3.13M | 0.00% | Reduce |
| Royce & Associates history | 241.05K | $2.62M | 0.03% | Reduce |
| Wells Fargo & Co history | 158.64K | $1.73M | 0.00% | Add |
| Prudential Financial history | 105.35K | $1.15M | 0.00% | Reduce |
| Legal & General Investment Management America history | 97.92K | $1.07M | 0.00% | Reduce |
| Invesco Ltd history | 68.95K | $750.20K | 0.00% | Reduce |
| Franklin Resources history | 63.10K | $686.58K | 0.00% | Reduce |
| Manulife Financial history | 62.39K | $678.83K | 0.00% | Hold |
| Janus Henderson Group history | 49.74K | $541.45K | 0.00% | Hold |
| Marshall Wace history | 25.46K | $277.04K | 0.00% | New |
| Citigroup Inc history | 18.77K | $204.27K | 0.00% | Add |
| D. E. Shaw & Co history | 18.52K | $201.52K | 0.00% | Reduce |
| CPP Investments history | 11.40K | $124.03K | 0.00% | Reduce |
| Lazard Asset Management history | 544 | $5.92K | 0.00% | Reduce |
| T. Rowe Price Associates history | 119.47K | $1.30K | 0.00% | Add |
Q4 2025 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 10.16M | $213.72M | 0.00% | Reduce |
| Vanguard Group history | 6.88M | $144.83M | 0.00% | Add |
| UBS Group AG history | 6.62M | $139.32M | 0.02% | Add |
| Morgan Stanley history | 4.34M | $91.33M | 0.01% | Add |
| Deutsche Bank AG history | 3.38M | $71.16M | 0.02% | Add |
| Geode Capital Management history | 2.83M | $59.51M | 0.00% | Add |
| Millennium Management history | 2.23M | $46.83M | 0.02% | Add |
| Goldman Sachs Group history | 2.12M | $44.61M | 0.01% | Add |
| Bank of America Corp history | 2.02M | $42.46M | 0.00% | Reduce |
| Two Sigma Investments history | 1.97M | $41.41M | 0.06% | Add |
| Citadel Advisors history | 1.55M | $32.69M | 0.01% | Add |
| Northern Trust Corp history | 1.38M | $28.97M | 0.00% | Reduce |
| Point72 Asset Management history | 1.10M | $23.14M | 0.03% | Add |
| Charles Schwab Investment Management history | 995.69K | $20.95M | 0.00% | Add |
| Renaissance Technologies history | 870.13K | $18.31M | 0.03% | Reduce |
| First Eagle Investment Management history | 676.14K | $14.23M | 0.03% | Reduce |
| Norges Bank Investment Management history | 649.81K | $13.67M | 0.00% | New |
| AQR Capital Management history | 604.09K | $12.71M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 579.07K | $12.18M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 480.63K | $10.11M | 0.00% | Add |
| BNY Mellon history | 329.84K | $6.94M | 0.00% | Add |
| Invesco Ltd history | 317.14K | $6.67M | 0.00% | Reduce |
| PNC Financial Services history | 313.68K | $6.60M | 0.00% | Hold |
| Royce & Associates history | 302.68K | $6.37M | 0.07% | Reduce |
| Prudential Financial history | 294.51K | $6.20M | 0.01% | Reduce |
| D. E. Shaw & Co history | 270.11K | $5.68M | 0.00% | Add |
| Arrowstreet Capital history | 250.68K | $5.27M | 0.00% | New |
| CPP Investments history | 178.10K | $3.75M | 0.00% | Add |
| Wells Fargo & Co history | 141.81K | $2.98M | 0.00% | Add |
| Legal & General Investment Management America history | 121.68K | $2.56M | 0.00% | Reduce |
| Principal Global Investors history | 109.77K | $2.31M | 0.00% | Add |
| Polen Capital Management history | 95.76K | $2.01M | 0.01% | Add |
| Franklin Resources history | 64.77K | $1.36M | 0.00% | Add |
| Manulife Financial history | 62.47K | $1.31M | 0.00% | Hold |
| Janus Henderson Group history | 49.74K | $1.05M | 0.00% | Reduce |
| Lazard Asset Management history | 6.96K | $146.54K | 0.00% | Reduce |
| Citigroup Inc history | 6.10K | $128.34K | 0.00% | Reduce |
| T. Rowe Price Associates history | 93.65K | $1.97K | 0.00% | Add |
Q3 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 10.37M | $150.78M | 0.00% | Add |
| Vanguard Group history | 6.82M | $99.09M | 0.00% | Add |
| UBS Group AG history | 6.46M | $93.93M | 0.01% | Add |
| Morgan Stanley history | 3.56M | $51.72M | 0.00% | Add |
| Deutsche Bank AG history | 3.21M | $46.70M | 0.02% | Add |
| Geode Capital Management history | 2.80M | $40.65M | 0.00% | Add |
| Bank of America Corp history | 2.59M | $37.61M | 0.00% | Reduce |
| Two Sigma Investments history | 1.79M | $26.09M | 0.04% | Add |
| Goldman Sachs Group history | 1.56M | $22.64M | 0.00% | Add |
| Northern Trust Corp history | 1.48M | $21.56M | 0.00% | Add |
| Prudential Financial history | 1.09M | $15.83M | 0.02% | Add |
| Renaissance Technologies history | 979.00K | $14.23M | 0.02% | Add |
| Charles Schwab Investment Management history | 959.21K | $13.95M | 0.00% | Add |
| First Eagle Investment Management history | 698.14K | $10.15M | 0.02% | Reduce |
| AQR Capital Management history | 608.63K | $8.85M | 0.01% | Reduce |
| Millennium Management history | 567.58K | $8.25M | 0.00% | Add |
| Royce & Associates history | 554.69K | $8.07M | 0.08% | Reduce |
| Citadel Advisors history | 541.79K | $7.88M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 445.70K | $6.48M | 0.00% | Reduce |
| Invesco Ltd history | 362.31K | $5.27M | 0.00% | Add |
| BNY Mellon history | 318.66K | $4.63M | 0.00% | Reduce |
| PNC Financial Services history | 312.98K | $4.55M | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 192.42K | $2.80M | 0.00% | Add |
| CPP Investments history | 171.70K | $2.50M | 0.00% | Add |
| Point72 Asset Management history | 150.34K | $2.19M | 0.00% | Reduce |
| Legal & General Investment Management America history | 126.18K | $1.83M | 0.00% | Add |
| Janus Henderson Group history | 101.81K | $1.48M | 0.00% | Add |
| Wells Fargo & Co history | 88.08K | $1.28M | 0.00% | Add |
| Principal Global Investors history | 64.90K | $943.59K | 0.00% | New |
| Franklin Resources history | 63.48K | $922.93K | 0.00% | Add |
| Manulife Financial history | 62.51K | $908.92K | 0.00% | Hold |
| Polen Capital Management history | 51.70K | $751.72K | 0.00% | Add |
| Marshall Wace history | 28.37K | $412.46K | 0.00% | Reduce |
| Lazard Asset Management history | 23.66K | $343.96K | 0.00% | Reduce |
| D. E. Shaw & Co history | 14.13K | $205.42K | 0.00% | New |
| Citigroup Inc history | 13.11K | $190.59K | 0.00% | Reduce |
| T. Rowe Price Associates history | 87.00K | $1.26K | 0.00% | Add |
Q2 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 9.52M | $105.63M | 0.00% | Add |
| Vanguard Group history | 6.66M | $73.89M | 0.00% | Add |
| UBS Group AG history | 6.42M | $71.30M | 0.01% | Add |
| Bank of America Corp history | 2.79M | $30.95M | 0.00% | Reduce |
| Geode Capital Management history | 2.70M | $29.95M | 0.00% | Add |
| Morgan Stanley history | 1.92M | $21.26M | 0.00% | Add |
| Deutsche Bank AG history | 1.89M | $21.00M | 0.01% | Add |
| Northern Trust Corp history | 1.47M | $16.36M | 0.00% | Add |
| Goldman Sachs Group history | 1.31M | $14.53M | 0.00% | Add |
| Two Sigma Investments history | 1.13M | $12.53M | 0.02% | Add |
| Charles Schwab Investment Management history | 889.54K | $9.87M | 0.00% | Add |
| Marshall Wace history | 865.98K | $9.61M | 0.01% | Reduce |
| Renaissance Technologies history | 744.20K | $8.26M | 0.01% | Add |
| Balyasny Asset Management history | 719.47K | $7.99M | 0.01% | Add |
| First Eagle Investment Management history | 708.44K | $7.86M | 0.01% | Hold |
| Royce & Associates history | 640.17K | $7.11M | 0.07% | Reduce |
| AQR Capital Management history | 612.07K | $6.79M | 0.01% | Reduce |
| Citadel Advisors history | 579.35K | $6.43M | 0.00% | Reduce |
| Millennium Management history | 484.96K | $5.38M | 0.00% | Add |
| JPMorgan Chase & Co history | 484.01K | $5.37M | 0.00% | Hold |
| BNY Mellon history | 335.08K | $3.72M | 0.00% | Reduce |
| PNC Financial Services history | 312.96K | $3.47M | 0.00% | Hold |
| Point72 Asset Management history | 309.50K | $3.44M | 0.01% | Reduce |
| Invesco Ltd history | 282.21K | $3.13M | 0.00% | Add |
| Prudential Financial history | 186.00K | $2.06M | 0.00% | Add |
| Legal & General Investment Management America history | 122.82K | $1.36M | 0.00% | Add |
| Janus Henderson Group history | 95.22K | $1.06M | 0.00% | Add |
| Wells Fargo & Co history | 74.26K | $824.33K | 0.00% | Add |
| Manulife Financial history | 62.68K | $695.74K | 0.00% | Add |
| Franklin Resources history | 60.48K | $671.37K | 0.00% | Hold |
| Citigroup Inc history | 55.66K | $617.88K | 0.00% | Reduce |
| Polen Capital Management history | 34.19K | $379.53K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 10.31K | $114.40K | 0.00% | Reduce |
| CPP Investments history | 2.20K | $24.42K | 0.00% | Reduce |
| T. Rowe Price Associates history | 78.40K | $871 | 0.00% | Add |
| Lazard Asset Management history | 29.41K | $326 | 0.00% | Reduce |
Q1 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 8.34M | $84.54M | 0.00% | Reduce |
| Vanguard Group history | 6.01M | $60.99M | 0.00% | Add |
| UBS Group AG history | 5.51M | $55.87M | 0.01% | Add |
| Bank of America Corp history | 2.89M | $29.28M | 0.00% | Reduce |
| Geode Capital Management history | 2.51M | $25.48M | 0.00% | Add |
| Marshall Wace history | 1.72M | $17.45M | 0.02% | Reduce |
| Morgan Stanley history | 1.32M | $13.37M | 0.00% | Reduce |
| Deutsche Bank AG history | 1.19M | $12.02M | 0.01% | Add |
| Royce & Associates history | 1.15M | $11.64M | 0.13% | Add |
| Citadel Advisors history | 1.06M | $10.79M | 0.00% | Add |
| Northern Trust Corp history | 1.05M | $10.64M | 0.00% | Add |
| Charles Schwab Investment Management history | 828.33K | $8.40M | 0.00% | Reduce |
| Goldman Sachs Group history | 817.31K | $8.29M | 0.00% | Reduce |
| First Eagle Investment Management history | 710.44K | $7.20M | 0.01% | Add |
| AQR Capital Management history | 676.90K | $6.86M | 0.01% | Add |
| Two Sigma Investments history | 647.94K | $6.57M | 0.01% | Add |
| BNY Mellon history | 645.16K | $6.54M | 0.00% | Reduce |
| Point72 Asset Management history | 560.47K | $5.68M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 486.37K | $4.93M | 0.00% | Reduce |
| Millennium Management history | 335.04K | $3.40M | 0.00% | Reduce |
| PNC Financial Services history | 312.95K | $3.17M | 0.00% | Hold |
| D. E. Shaw & Co history | 303.40K | $3.08M | 0.00% | New |
| Balyasny Asset Management history | 263.41K | $2.67M | 0.00% | Reduce |
| Renaissance Technologies history | 216.47K | $2.19M | 0.00% | Reduce |
| Prudential Financial history | 173.10K | $1.76M | 0.00% | New |
| Legal & General Investment Management America history | 109.91K | $1.11M | 0.00% | Reduce |
| Citigroup Inc history | 84.60K | $857.88K | 0.00% | Reduce |
| Wells Fargo & Co history | 66.58K | $675.08K | 0.00% | Reduce |
| Franklin Resources history | 60.23K | $610.71K | 0.00% | Reduce |
| Manulife Financial history | 57.50K | $583.06K | 0.00% | Add |
| Invesco Ltd history | 50.84K | $515.57K | 0.00% | Add |
| Janus Henderson Group history | 49.74K | $506.63K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 18.24K | $184.96K | 0.00% | Add |
| CPP Investments history | 3.30K | $33.46K | 0.00% | New |
| Lazard Asset Management history | 737.62K | $7.48K | 0.01% | Add |
| T. Rowe Price Associates history | 66.50K | $675 | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 663.06K sh · $6.35M
- Moore Capital Management 188.50K sh · $1.63M
Fully Exited (vs previous quarter)
- Point72 Asset Management sold 2.49M sh · $27.13M
- Janus Henderson Group sold 49.74K sh · $541.45K
- Marshall Wace sold 25.46K sh · $277.04K
- D. E. Shaw & Co sold 18.52K sh · $201.52K
- Lazard Asset Management sold 544 sh · $5.92K
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 | 11.33M | 10.09M | 10.16M | 10.37M | 9.52M | 8.34M | 8.57M | 8.26M | — | — | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | 7.23M | 7.16M | 6.62M | 6.46M | 6.42M | 5.51M | 473.83K | 339.06K | 329.97K | 167.20K | 125.94K | 62.76K | 67.25K | 42.29K | 35.00K | 11.48K | 11.54K | 23.31K | 37.81K | 12.12K |
| Geode Capital Management | 3.19M | 2.91M | 2.83M | 2.80M | 2.70M | 2.51M | 2.39M | 2.36M | 2.40M | 2.19M | 2.12M | 1.75M | 1.63M | 1.45M | 1.39M | 1.32M | 1.30M | 1.39M | 1.28M | 1.18M |
| Citadel Advisors | 2.69M | 1.09M | 1.55M | 541.79K | 579.35K | 1.06M | 513.07K | 336.14K | 321.52K | 1.71M | 2.73M | 274.49K | 417.87K | 1.28M | 945.82K | 733.73K | 893.02K | 602.02K | 207.50K | 122.88K |
| AQR Capital Management | 2.39M | 1.39M | 604.09K | 608.63K | 612.07K | 676.90K | 628.96K | 530.34K | 283.25K | 123.65K | 110.53K | 20.00K | 19.95K | 20.00K | 20.33K | 20.25K | 20.25K | 20.42K | 28.80K | 32.81K |
| Bank of America Corp | 1.98M | 2.56M | 2.02M | 2.59M | 2.79M | 2.89M | 2.96M | 4.39M | 2.73M | 1.24M | 45.96K | 107.84K | 54.61K | 101.74K | 23.38K | 32.46K | 117.62K | 108.71K | 210.32K | 119.28K |
| Goldman Sachs Group | 1.65M | 1.96M | 2.12M | 1.56M | 1.31M | 817.31K | 1.14M | 827.63K | 723.89K | 1.01M | 1.45M | 748.55K | 741.34K | 532.00K | 464.03K | 374.77K | 374.75K | 337.32K | 393.79K | 314.46K |
| Arrowstreet Capital | 1.56M | 507.02K | 250.68K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 1.54M | 1.65M | 4.34M | 3.56M | 1.92M | 1.32M | 1.37M | 1.17M | 889.89K | 1.50M | 2.25M | 1.29M | 1.96M | 1.60M | 989.92K | 690.98K | 872.45K | 797.08K | 613.59K | 482.79K |
| Northern Trust Corp | 1.43M | 1.36M | 1.38M | 1.48M | 1.47M | 1.05M | 1.01M | 905.78K | 850.94K | 875.52K | 878.04K | 765.78K | 740.85K | 701.47K | 692.87K | 689.19K | 674.91K | 694.58K | 734.00K | 737.70K |
| Millennium Management | 1.15M | 2.81M | 2.23M | 567.58K | 484.96K | 335.04K | 1.16M | 4.43M | 3.40M | 5.16M | 2.52M | 5.78M | 3.11M | 4.39M | 2.77M | 1.36M | 1.05M | 2.57M | 1.88M | 2.95M |
| First Eagle Investment Management | 996.64K | 696.64K | 676.14K | 698.14K | 708.44K | 710.44K | 658.44K | 482.04K | 102.50K | — | — | — | — | — | — | — | — | — | — | — |
| Charles Schwab Investment Management | 995.31K | 978.07K | 995.69K | 959.21K | 889.54K | 828.33K | 846.22K | 823.22K | 807.64K | 756.37K | 746.78K | 621.29K | 211.59K | 194.59K | 194.44K | 186.57K | 181.92K | 184.64K | 180.70K | 177.60K |
| Fidelity Management & Research (FMR) | 925.73K | 287.45K | 480.63K | 192.42K | 10.31K | 18.24K | 15.51K | 9.25K | 18.16K | 30.52K | 4.70K | 6.12K | 29.44K | 4.27K | 2.08K | 2.62K | 932 | 1.12K | 30 | 30 |
| Deutsche Bank AG | 925.19K | 1.30M | 3.38M | 3.21M | 1.89M | 1.19M | 1.06M | 808.12K | 1.14M | 1.14M | 1.02M | 840.22K | 1.10M | 1.13M | 914.63K | 1.18M | 1.18M | 1.32M | 1.11M | 684.20K |
| Two Sigma Investments | 823.50K | 2.04M | 1.97M | 1.79M | 1.13M | 647.94K | 371.29K | 216.67K | 17.53K | 60.95K | 110.50K | 142.12K | 1.05M | 678.28K | 509.26K | 181.54K | 59.41K | 23.60K | 66.50K | 563.34K |
| JPMorgan Chase & Co | 663.06K | — | 579.07K | 445.70K | 484.01K | 486.37K | 692.37K | 4.01M | 3.44M | 3.13M | 2.80M | 1.07M | 1.21M | 1.72M | 2.07M | 1.59M | 195.37K | 205.77K | 593.08K | 379.40K |
| BNY Mellon | 357.41K | 328.60K | 329.84K | 318.66K | 335.08K | 645.16K | 662.24K | 301.98K | 374.74K | 321.20K | 335.18K | 200.00K | 200.00K | 200.00K | 200.00K | 200.00K | 249.57K | 236.22K | 238.74K | 231.35K |
| Wells Fargo & Co | 334.98K | 158.64K | 141.81K | 88.08K | 74.26K | 66.58K | 98.37K | 126.13K | 112.24K | 116.97K | 101.92K | 29.08K | 47.77K | 34.81K | 9.20K | 10.50K | 12.60K | 54.99K | 79.96K | 100.12K |
| Principal Global Investors | 318.72K | 293.00K | 109.77K | 64.90K | — | — | — | — | 18.69K | 320.53K | 277.00K | 148.06K | 137.03K | 98.17K | 87.83K | 21.50K | 21.40K | 754.38K | 581.27K | 593.54K |
▲ 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