AUB — ATLANTIC UN BANKSHARES CORP
Reported value held$2.58B
Funds holding (latest)44
SectorFinancials
Funds holding (Q2 2026)34
Institutional value$1.94B · 45.92M sh
New / Add / Cut / Exit3 / 21 / 9 / 2
Top-5 / Top-10 concentration70.8% / 84.8%
Institutional holdings change
Accumulating +7.9%
(+3.37M sh)
Institutional value change
Up +27.7%
As of Q2 2026, 34 SEC-registered investment managers reported holding AUB (ATLANTIC UN BANKSHARES CORP) in their latest 13F filings, with a combined reported value of $1.94B across 45.92M shares. That is +7.9% by share count (+3.37M shares) versus the previous quarter, while reported value moved +27.7%. Ownership is concentrated: the five largest holders account for 70.8% of reported value and the top ten for 84.8%.
Compared with the prior quarter, 3 opened new positions, 21 added to existing stakes, 9 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
AUB 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 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 20.88M | $883.52M | 0.01% | Add |
| Geode Capital Management history | 3.70M | $156.69M | 0.01% | Add |
| Franklin Resources history | 3.62M | $152.97M | 0.04% | Add |
| Goldman Sachs Group history | 2.42M | $102.34M | 0.03% | Add |
| Charles Schwab Investment Management history | 1.77M | $74.98M | 0.01% | Hold |
| Northern Trust Corp history | 1.54M | $65.11M | 0.01% | Add |
| Morgan Stanley history | 1.54M | $65.01M | 0.00% | Add |
| BNY Mellon history | 1.35M | $57.15M | 0.01% | Add |
| Principal Global Investors history | 981.57K | $41.53M | 0.02% | Add |
| Invesco Ltd history | 977.72K | $41.37M | 0.00% | Reduce |
| Bank of America Corp history | 878.40K | $37.16M | 0.00% | Reduce |
| Manulife Financial history | 753.48K | $31.88M | 0.03% | Add |
| Wellington Management Group history | 721.21K | $30.51M | 0.01% | Add |
| Balyasny Asset Management history | 711.23K | $30.09M | 0.04% | Reduce |
| UBS Group AG history | 664.20K | $28.10M | 0.01% | Add |
| PSP Investments history | 491.64K | $20.80M | 0.05% | Reduce |
| Arrowstreet Capital history | 454.87K | $19.25M | 0.01% | New |
| Wells Fargo & Co history | 410.12K | $17.35M | 0.00% | Add |
| Legal & General Investment Management America history | 331.25K | $14.02M | 0.00% | Add |
| AQR Capital Management history | 268.47K | $11.36M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 230.42K | $10.01M | 0.00% | New |
| Renaissance Technologies history | 183.10K | $7.75M | 0.01% | New |
| Citigroup Inc history | 166.39K | $7.04M | 0.00% | Add |
| Deutsche Bank AG history | 151.50K | $6.41M | 0.00% | Add |
| Prudential Financial history | 148.41K | $6.28M | 0.01% | Add |
| Royce & Associates history | 99.06K | $4.19M | 0.03% | Add |
| PNC Financial Services history | 97.40K | $4.12M | 0.00% | Add |
| Lazard Asset Management history | 62.24K | $2.63M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 51.11K | $2.16M | 0.00% | Add |
| Two Sigma Investments history | 28.51K | $1.21M | 0.00% | Reduce |
| Amundi US history | 23.77K | $1.01M | 0.00% | Reduce |
| Citadel Advisors history | 20.50K | $867.36K | 0.00% | Reduce |
| Marshall Wace history | 12.06K | $510.13K | 0.00% | Add |
| T. Rowe Price Associates history | 179.06K | $7.58K | 0.00% | Add |
Q1 2026 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 20.56M | $734.74M | 0.01% | Hold |
| Geode Capital Management history | 3.49M | $124.71M | 0.01% | Add |
| Franklin Resources history | 3.36M | $120.05M | 0.03% | Add |
| Charles Schwab Investment Management history | 1.78M | $63.63M | 0.01% | Hold |
| Goldman Sachs Group history | 1.57M | $56.24M | 0.01% | Reduce |
| Morgan Stanley history | 1.48M | $53.04M | 0.00% | Reduce |
| Northern Trust Corp history | 1.44M | $51.33M | 0.01% | Add |
| BNY Mellon history | 1.34M | $47.93M | 0.01% | Reduce |
| Invesco Ltd history | 991.95K | $35.45M | 0.01% | Reduce |
| Principal Global Investors history | 951.37K | $34.00M | 0.02% | Add |
| Balyasny Asset Management history | 930.73K | $33.26M | 0.04% | Add |
| Bank of America Corp history | 886.98K | $31.70M | 0.00% | Add |
| Wellington Management Group history | 597.08K | $21.34M | 0.00% | Reduce |
| PSP Investments history | 507.22K | $18.13M | 0.06% | Add |
| UBS Group AG history | 476.31K | $17.02M | 0.00% | Hold |
| Legal & General Investment Management America history | 328.05K | $11.72M | 0.00% | Reduce |
| Wells Fargo & Co history | 303.73K | $10.86M | 0.00% | Reduce |
| AQR Capital Management history | 276.94K | $9.90M | 0.01% | Hold |
| Prudential Financial history | 145.00K | $5.18M | 0.01% | Add |
| Citigroup Inc history | 138.75K | $4.96M | 0.00% | Reduce |
| Two Sigma Investments history | 130.33K | $4.66M | 0.00% | Add |
| Deutsche Bank AG history | 126.99K | $4.54M | 0.00% | Add |
| Lazard Asset Management history | 106.92K | $3.82M | 0.01% | Reduce |
| PNC Financial Services history | 96.04K | $3.43M | 0.00% | Hold |
| Royce & Associates history | 94.09K | $3.36M | 0.03% | Hold |
| Manulife Financial history | 68.37K | $2.44M | 0.00% | Reduce |
| Janus Henderson Group history | 65.49K | $2.34M | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 48.87K | $1.75M | 0.00% | Add |
| Citadel Advisors history | 34.30K | $1.23M | 0.00% | Reduce |
| Amundi US history | 32.47K | $1.16M | 0.00% | Add |
| Millennium Management history | 23.95K | $855.87K | 0.00% | Reduce |
| Marshall Wace history | 8.26K | $295.14K | 0.00% | Reduce |
| T. Rowe Price Associates history | 151.76K | $5.42K | 0.00% | Add |
Q4 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 20.55M | $725.37M | 0.01% | Reduce |
| Vanguard Group history | 16.02M | $565.60M | 0.01% | Reduce |
| Geode Capital Management history | 3.39M | $119.64M | 0.01% | Hold |
| Franklin Resources history | 3.24M | $114.47M | 0.03% | Reduce |
| Charles Schwab Investment Management history | 1.79M | $63.07M | 0.01% | Reduce |
| Goldman Sachs Group history | 1.78M | $62.86M | 0.01% | Add |
| Morgan Stanley history | 1.56M | $54.91M | 0.00% | Add |
| Northern Trust Corp history | 1.39M | $48.90M | 0.01% | Reduce |
| BNY Mellon history | 1.38M | $48.67M | 0.01% | Add |
| Invesco Ltd history | 1.11M | $39.09M | 0.01% | Add |
| Principal Global Investors history | 679.25K | $23.98M | 0.01% | Reduce |
| Wellington Management Group history | 611.28K | $21.58M | 0.00% | Reduce |
| Balyasny Asset Management history | 606.38K | $21.41M | 0.03% | Add |
| Bank of America Corp history | 578.04K | $20.40M | 0.00% | Reduce |
| PSP Investments history | 493.20K | $17.41M | 0.06% | Reduce |
| UBS Group AG history | 475.26K | $16.78M | 0.00% | Add |
| Wells Fargo & Co history | 450.51K | $15.90M | 0.00% | Add |
| Legal & General Investment Management America history | 356.27K | $12.58M | 0.00% | Reduce |
| AQR Capital Management history | 275.68K | $9.73M | 0.01% | Add |
| JPMorgan Chase & Co history | 241.54K | $8.53M | 0.00% | Hold |
| Marshall Wace history | 151.87K | $5.36M | 0.01% | Add |
| Citigroup Inc history | 148.09K | $5.23M | 0.00% | Reduce |
| Lazard Asset Management history | 136.72K | $4.83M | 0.01% | Add |
| Prudential Financial history | 133.43K | $4.74M | 0.01% | Reduce |
| Deutsche Bank AG history | 114.95K | $4.06M | 0.00% | Add |
| Two Sigma Investments history | 114.78K | $4.05M | 0.01% | Reduce |
| Citadel Advisors history | 110.37K | $3.90M | 0.00% | Reduce |
| PNC Financial Services history | 96.35K | $3.40M | 0.00% | Reduce |
| Royce & Associates history | 94.09K | $3.32M | 0.03% | Hold |
| Millennium Management history | 85.13K | $3.01M | 0.00% | Reduce |
| Manulife Financial history | 69.91K | $2.47M | 0.00% | Reduce |
| Janus Henderson Group history | 65.49K | $2.31M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 44.71K | $1.58M | 0.00% | Reduce |
| Amundi US history | 21.53K | $760.12K | 0.00% | Reduce |
| Renaissance Technologies history | 18.30K | $646.06K | 0.00% | New |
| T. Rowe Price Associates history | 125.69K | $4.44K | 0.00% | Add |
Q3 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 20.82M | $734.74M | 0.01% | Reduce |
| Vanguard Group history | 16.16M | $570.34M | 0.01% | Hold |
| Geode Capital Management history | 3.39M | $119.68M | 0.01% | Hold |
| Franklin Resources history | 3.29M | $116.05M | 0.03% | Reduce |
| Charles Schwab Investment Management history | 1.81M | $63.79M | 0.01% | Hold |
| Goldman Sachs Group history | 1.53M | $54.04M | 0.01% | Reduce |
| Northern Trust Corp history | 1.47M | $51.99M | 0.01% | Reduce |
| BNY Mellon history | 1.35M | $47.77M | 0.01% | Reduce |
| Morgan Stanley history | 1.35M | $47.68M | 0.00% | Reduce |
| Invesco Ltd history | 1.10M | $38.71M | 0.01% | Reduce |
| Citadel Advisors history | 1.01M | $35.81M | 0.01% | Reduce |
| Wellington Management Group history | 785.08K | $27.71M | 0.01% | Add |
| MFS Investment Management history | 758.08K | $26.75M | 0.01% | Reduce |
| Principal Global Investors history | 688.14K | $24.28M | 0.01% | Reduce |
| Bank of America Corp history | 675.79K | $23.85M | 0.00% | Add |
| Steadfast Capital Management history | 557.20K | $19.66M | 0.34% | Reduce |
| PSP Investments history | 555.90K | $19.62M | 0.07% | Add |
| UBS Group AG history | 428.39K | $15.12M | 0.00% | Reduce |
| Legal & General Investment Management America history | 380.33K | $13.42M | 0.00% | Add |
| Wells Fargo & Co history | 372.89K | $13.16M | 0.00% | Add |
| AQR Capital Management history | 266.13K | $9.39M | 0.01% | Add |
| JPMorgan Chase & Co history | 242.51K | $8.56M | 0.00% | Reduce |
| Two Sigma Investments history | 216.67K | $7.65M | 0.01% | Reduce |
| Citigroup Inc history | 172.94K | $6.10M | 0.00% | Reduce |
| Prudential Financial history | 143.38K | $5.06M | 0.01% | Reduce |
| Millennium Management history | 139.60K | $4.93M | 0.00% | New |
| Lazard Asset Management history | 111.93K | $3.95M | 0.01% | New |
| Deutsche Bank AG history | 110.40K | $3.90M | 0.00% | Reduce |
| PNC Financial Services history | 100.94K | $3.56M | 0.00% | Add |
| Royce & Associates history | 94.09K | $3.32M | 0.03% | Add |
| Manulife Financial history | 73.06K | $2.58M | 0.00% | Reduce |
| Marshall Wace history | 71.19K | $2.51M | 0.00% | Add |
| Janus Henderson Group history | 59.44K | $2.10M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 46.10K | $1.63M | 0.00% | Reduce |
| Balyasny Asset Management history | 29.49K | $1.04M | 0.00% | Reduce |
| Amundi US history | 25.28K | $913.40K | 0.00% | Add |
| T. Rowe Price Associates history | 120.83K | $4.26K | 0.00% | Add |
Q2 2025 — 47 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 21.09M | $659.83M | 0.01% | Add |
| BlackRock Inc history | 21.09M | $659.83M | 0.01% | Add |
| Vanguard Group history | 16.24M | $507.90M | 0.01% | Add |
| Geode Capital Management history | 3.38M | $105.59M | 0.01% | Add |
| Franklin Resources history | 3.31M | $103.63M | 0.03% | Add |
| Charles Schwab Investment Management history | 1.81M | $56.47M | 0.01% | Add |
| Goldman Sachs Group history | 1.77M | $55.41M | 0.01% | Reduce |
| Goldman Sachs Group history | 1.77M | $55.41M | 0.01% | Reduce |
| Northern Trust Corp history | 1.63M | $51.14M | 0.01% | Add |
| Morgan Stanley history | 1.52M | $47.68M | 0.00% | Reduce |
| Morgan Stanley history | 1.52M | $47.68M | 0.00% | Reduce |
| BNY Mellon history | 1.49M | $46.61M | 0.01% | Add |
| Invesco Ltd history | 1.20M | $37.42M | 0.01% | Add |
| Citadel Advisors history | 1.19M | $37.23M | 0.01% | Add |
| Citadel Advisors history | 1.19M | $37.23M | 0.01% | Add |
| Steadfast Capital Management history | 1.00M | $31.31M | 0.56% | Add |
| MFS Investment Management history | 785.03K | $24.56M | 0.01% | New |
| Wellington Management Group history | 747.66K | $23.39M | 0.00% | New |
| Principal Global Investors history | 706.42K | $22.10M | 0.01% | Add |
| Bank of America Corp history | 650.46K | $20.35M | 0.00% | Add |
| Two Sigma Investments history | 533.77K | $16.70M | 0.03% | Reduce |
| Two Sigma Investments history | 533.77K | $16.70M | 0.03% | Reduce |
| Balyasny Asset Management history | 520.59K | $16.28M | 0.03% | New |
| PSP Investments history | 485.74K | $15.19M | 0.07% | Add |
| UBS Group AG history | 473.96K | $14.83M | 0.00% | Reduce |
| Legal & General Investment Management America history | 377.91K | $11.82M | 0.00% | Add |
| Wells Fargo & Co history | 352.12K | $11.01M | 0.00% | Add |
| Renaissance Technologies history | 342.00K | $10.70M | 0.01% | Add |
| Renaissance Technologies history | 342.00K | $10.70M | 0.01% | Add |
| Citigroup Inc history | 279.58K | $8.75M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 258.20K | $8.08M | 0.00% | Add |
| JPMorgan Chase & Co history | 258.20K | $8.08M | 0.00% | Add |
| AQR Capital Management history | 196.43K | $6.14M | 0.01% | Add |
| Deutsche Bank AG history | 161.25K | $5.04M | 0.00% | Add |
| Deutsche Bank AG history | 161.25K | $5.04M | 0.00% | Add |
| Prudential Financial history | 148.44K | $4.64M | 0.01% | Add |
| Norges Bank Investment Management history | 108.85K | $3.40M | 0.00% | Reduce |
| Norges Bank Investment Management history | 108.85K | $3.40M | 0.00% | Reduce |
| PNC Financial Services history | 97.52K | $3.05M | 0.00% | Add |
| Royce & Associates history | 78.09K | $2.44M | 0.03% | Reduce |
| Manulife Financial history | 75.28K | $2.35M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 72.64K | $2.27M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 72.64K | $2.27M | 0.00% | Add |
| Janus Henderson Group history | 56.59K | $1.77M | 0.00% | Add |
| Amundi US history | 23.45K | $778.40K | 0.00% | Reduce |
| Marshall Wace history | 24.19K | $756.76K | 0.00% | Reduce |
| T. Rowe Price Associates history | 114.81K | $3.59K | 0.00% | Add |
Q1 2025 — 43 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 13.03M | $405.73M | 0.01% | Reduce |
| BlackRock Inc history | 13.03M | $405.73M | 0.01% | Reduce |
| Vanguard Group history | 11.93M | $371.58M | 0.01% | Add |
| Morgan Stanley history | 4.09M | $127.52M | 0.01% | Add |
| Morgan Stanley history | 4.09M | $127.52M | 0.01% | Add |
| Goldman Sachs Group history | 2.14M | $66.55M | 0.01% | Add |
| Goldman Sachs Group history | 2.14M | $66.55M | 0.01% | Add |
| Geode Capital Management history | 2.12M | $65.06M | 0.01% | Add |
| Franklin Resources history | 1.68M | $52.42M | 0.02% | Add |
| Northern Trust Corp history | 1.57M | $49.01M | 0.01% | Add |
| BNY Mellon history | 1.17M | $36.49M | 0.01% | Add |
| Millennium Management history | 1.14M | $35.39M | 0.02% | Add |
| Charles Schwab Investment Management history | 1.10M | $34.40M | 0.01% | Add |
| Invesco Ltd history | 1.02M | $31.65M | 0.01% | Add |
| Manulife Financial history | 792.52K | $24.68M | 0.02% | Reduce |
| Two Sigma Investments history | 776.83K | $24.19M | 0.05% | Add |
| Two Sigma Investments history | 776.83K | $24.19M | 0.05% | Add |
| UBS Group AG history | 678.03K | $21.11M | 0.00% | Add |
| Principal Global Investors history | 649.26K | $20.22M | 0.01% | Add |
| Steadfast Capital Management history | 488.90K | $15.22M | 0.41% | New |
| Bank of America Corp history | 460.67K | $14.35M | 0.00% | Add |
| Citadel Advisors history | 453.26K | $14.11M | 0.00% | Add |
| Citadel Advisors history | 453.26K | $14.11M | 0.00% | Add |
| PSP Investments history | 412.82K | $12.86M | 0.06% | Add |
| Citigroup Inc history | 307.48K | $9.57M | 0.01% | Add |
| Legal & General Investment Management America history | 304.89K | $9.49M | 0.00% | Add |
| Renaissance Technologies history | 225.88K | $7.03M | 0.01% | Reduce |
| Renaissance Technologies history | 225.88K | $7.03M | 0.01% | Reduce |
| Wells Fargo & Co history | 190.68K | $5.94M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 183.27K | $5.71M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 183.27K | $5.71M | 0.00% | Reduce |
| Prudential Financial history | 88.71K | $3.76M | 0.01% | Reduce |
| Royce & Associates history | 91.02K | $2.83M | 0.03% | Reduce |
| Deutsche Bank AG history | 71.11K | $2.21M | 0.00% | Reduce |
| Deutsche Bank AG history | 71.11K | $2.21M | 0.00% | Reduce |
| PNC Financial Services history | 48.64K | $1.51M | 0.00% | Reduce |
| AQR Capital Management history | 41.90K | $1.30M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 39.50K | $1.23M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 39.50K | $1.23M | 0.00% | Add |
| Janus Henderson Group history | 38.53K | $1.18M | 0.00% | Hold |
| Marshall Wace history | 36.20K | $1.13M | 0.00% | Reduce |
| Amundi US history | 36.04K | $983.12K | 0.00% | Reduce |
| T. Rowe Price Associates history | 61.14K | $1.90K | 0.00% | Add |
New Positions (Q2 2026)
- Arrowstreet Capital 454.87K sh · $19.25M
- JPMorgan Chase & Co 230.42K sh · $10.01M
- Renaissance Technologies 183.10K sh · $7.75M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 65.49K sh · $2.34M
- Millennium Management sold 23.95K sh · $855.87K
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 | 20.88M | 20.56M | 20.55M | 20.82M | 21.09M | 13.03M | 13.17M | 13.10M | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 3.70M | 3.49M | 3.39M | 3.39M | 3.38M | 2.12M | 2.06M | 2.07M | 2.05M | 1.65M | 1.61M | 1.53M | 1.48M | 1.42M | 1.44M | 1.38M | 1.37M | 1.38M | 1.34M | 1.28M |
| Franklin Resources | 3.62M | 3.36M | 3.24M | 3.29M | 3.31M | 1.68M | 1.67M | 1.62M | 1.35M | 949.92K | 892.88K | 631.06K | 651.84K | 1.25M | 3.06M | 3.06M | 2.29M | 1.79M | 1.69M | 1.73M |
| Goldman Sachs Group | 2.42M | 1.57M | 1.78M | 1.53M | 1.77M | 2.14M | 1.57M | 1.23M | 878.44K | 819.99K | 971.36K | 809.88K | 894.27K | 936.24K | 975.86K | 1.21M | 1.40M | 1.67M | 2.11M | 2.10M |
| Charles Schwab Investment Management | 1.77M | 1.78M | 1.79M | 1.81M | 1.81M | 1.10M | 1.05M | 973.48K | 895.84K | 702.09K | 618.08K | 596.05K | 569.69K | 571.47K | 739.55K | 718.77K | 693.78K | 680.59K | 654.05K | 640.51K |
| Northern Trust Corp | 1.54M | 1.44M | 1.39M | 1.47M | 1.63M | 1.57M | 1.16M | 1.06M | 1.07M | 951.34K | 1.00M | 977.76K | 974.40K | 952.56K | 902.33K | 896.72K | 903.06K | 926.86K | 968.83K | 983.25K |
| Morgan Stanley | 1.54M | 1.48M | 1.56M | 1.35M | 1.52M | 4.09M | 2.44M | 733.16K | 534.76K | 477.50K | 503.00K | 377.66K | 375.72K | 424.64K | 142.11K | 221.01K | 193.99K | 77.79K | 92.22K | 122.54K |
| BNY Mellon | 1.35M | 1.34M | 1.38M | 1.35M | 1.49M | 1.17M | 1.08M | 1.07M | 1.18M | 812.01K | 845.31K | 817.57K | 847.53K | 905.41K | 546.66K | 524.92K | 502.18K | 533.92K | 524.76K | 503.50K |
| Principal Global Investors | 981.57K | 951.37K | 679.25K | 688.14K | 706.42K | 649.26K | 435.38K | 423.26K | 442.77K | 391.09K | 414.53K | 420.84K | 436.91K | 451.51K | — | 7.74K | — | 6.01K | 6.54K | 6.48K |
| Invesco Ltd | 977.72K | 991.95K | 1.11M | 1.10M | 1.20M | 1.02M | 330.57K | 207.00K | 200.02K | 170.51K | 181.76K | 170.05K | 175.03K | 158.85K | 85.27K | 94.40K | 90.98K | 107.03K | 152.24K | 120.07K |
| Bank of America Corp | 878.40K | 886.98K | 578.04K | 675.79K | 650.46K | 460.67K | 268.38K | 358.43K | 317.01K | 199.50K | 175.40K | 154.19K | 181.77K | 202.16K | 142.28K | 81.98K | 169.16K | 129.39K | 173.76K | 176.84K |
| Manulife Financial | 753.48K | 68.37K | 69.91K | 73.06K | 75.28K | 792.52K | 1.72M | 1.62M | 1.64M | 1.64M | 1.72M | 1.71M | 1.78M | 1.58M | 1.63M | 1.56M | 1.57M | 1.58M | 1.62M | 1.52M |
| Wellington Management Group | 721.21K | 597.08K | 611.28K | 785.08K | 747.66K | — | 68.10K | — | 37.84K | 37.84K | 40.26K | 40.26K | 40.26K | 944.70K | 1.20M | 2.46M | 3.77M | 4.27M | 3.85M | 4.29M |
| Balyasny Asset Management | 711.23K | 930.73K | 606.38K | 29.49K | 520.59K | — | — | — | 31.43K | 129.74K | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | 664.20K | 476.31K | 475.26K | 428.39K | 473.96K | 678.03K | 197.98K | 111.06K | 98.98K | 101.75K | 22.59K | 13.63K | 46.42K | 45.58K | 36.95K | 28.52K | 11.29K | 39.38K | 52.56K | 32.07K |
| PSP Investments | 491.64K | 507.22K | 493.20K | 555.90K | 485.74K | 412.82K | 223.71K | 190.45K | 197.55K | 153.78K | 155.67K | 92.70K | 133.12K | 131.40K | — | — | — | — | — | — |
| Arrowstreet Capital | 454.87K | — | — | — | — | — | — | — | 31.52K | — | — | — | — | — | 6.59K | 14.50K | — | — | — | — |
| Wells Fargo & Co | 410.12K | 303.73K | 450.51K | 372.89K | 352.12K | 190.68K | 196.03K | 168.30K | 146.94K | 129.16K | 123.28K | 114.21K | 127.84K | 114.93K | 94.07K | 93.94K | 89.20K | 147.23K | 169.04K | 424.50K |
| Legal & General Investment Management America | 331.25K | 328.05K | 356.27K | 380.33K | 377.91K | 304.89K | 249.16K | 257.35K | 259.94K | 209.40K | 210.04K | 211.55K | 216.82K | 218.24K | 63.91K | 64.37K | 63.40K | 63.37K | 63.07K | 63.49K |
| AQR Capital Management | 268.47K | 276.94K | 275.68K | 266.13K | 196.43K | 41.90K | 5.71K | — | — | — | — | — | — | — | 31.38K | 30.36K | 30.89K | 39.53K | 36.92K | 16.36K |
▲ 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