AVPT — AVEPOINT INC
Reported value held$940.35M
Funds holding (latest)41
SectorTechnology
Funds holding (Q2 2026)38
Institutional value$666.64M · 59.61M sh
New / Add / Cut / Exit5 / 26 / 6 / 1
Top-5 / Top-10 concentration61.7% / 81.0%
Institutional holdings change
Accumulating +22.7%
(+11.02M sh)
Institutional value change
Up +44.6%
As of Q2 2026, 38 SEC-registered investment managers reported holding AVPT (AVEPOINT INC) in their latest 13F filings, with a combined reported value of $666.64M across 59.61M shares. That is +22.7% by share count (+11.02M shares) versus the previous quarter, while reported value moved +44.6%. Ownership is concentrated: the five largest holders account for 61.7% of reported value and the top ten for 81.0%.
Compared with the prior quarter, 5 opened new positions, 26 added to existing stakes, 6 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
AVPT is classified in the Technology 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 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 14.45M | $161.94M | 0.00% | Add |
| Morgan Stanley history | 8.57M | $96.09M | 0.01% | Add |
| Goldman Sachs Group history | 5.06M | $56.72M | 0.01% | Add |
| D. E. Shaw & Co history | 4.49M | $50.37M | 0.03% | Reduce |
| Geode Capital Management history | 4.12M | $46.17M | 0.00% | Add |
| Two Sigma Investments history | 3.33M | $37.27M | 0.03% | Add |
| Wellington Management Group history | 2.78M | $31.13M | 0.01% | Add |
| Citadel Advisors history | 1.96M | $21.93M | 0.00% | Add |
| Norges Bank Investment Management history | 1.78M | $20.01M | 0.00% | Add |
| Renaissance Technologies history | 1.62M | $18.17M | 0.03% | Reduce |
| AQR Capital Management history | 1.59M | $17.83M | 0.01% | Add |
| Northern Trust Corp history | 1.58M | $17.74M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.25M | $13.97M | 0.00% | Add |
| Arrowstreet Capital history | 829.84K | $9.30M | 0.00% | Add |
| Marshall Wace history | 811.10K | $9.09M | 0.01% | Add |
| BNY Mellon history | 789.25K | $8.85M | 0.00% | Hold |
| Bank of America Corp history | 621.67K | $6.97M | 0.00% | Reduce |
| UBS Group AG history | 599.25K | $6.72M | 0.00% | Add |
| Royce & Associates history | 598.00K | $6.70M | 0.05% | New |
| JPMorgan Chase & Co history | 379.60K | $4.28M | 0.00% | New |
| Manulife Financial history | 348.99K | $3.91M | 0.00% | Add |
| Deutsche Bank AG history | 340.63K | $3.82M | 0.00% | Add |
| Point72 Asset Management history | 272.31K | $3.05M | 0.00% | Reduce |
| Balyasny Asset Management history | 237.60K | $2.66M | 0.00% | New |
| Millennium Management history | 188.21K | $2.11M | 0.00% | Reduce |
| Wells Fargo & Co history | 162.33K | $1.82M | 0.00% | Add |
| Legal & General Investment Management America history | 151.79K | $1.70M | 0.00% | Add |
| Invesco Ltd history | 146.74K | $1.64M | 0.00% | Add |
| Citigroup Inc history | 97.91K | $1.10M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 91.21K | $1.02M | 0.00% | Add |
| Franklin Resources history | 86.74K | $972.34K | 0.00% | Add |
| Amundi US history | 40.09K | $449.38K | 0.00% | New |
| Lazard Asset Management history | 31.31K | $350.99K | 0.00% | New |
| Prudential Financial history | 27.89K | $312.59K | 0.00% | Add |
| CPP Investments history | 26.80K | $300.43K | 0.00% | Reduce |
| Principal Global Investors history | 12.97K | $145.43K | 0.00% | Add |
| PNC Financial Services history | 3.06K | $34.30K | 0.00% | Add |
| T. Rowe Price Associates history | 141.17K | $1.58K | 0.00% | Add |
Q1 2026 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 12.64M | $120.20M | 0.00% | Add |
| Morgan Stanley history | 7.97M | $75.78M | 0.01% | Add |
| D. E. Shaw & Co history | 5.51M | $52.39M | 0.03% | Add |
| Geode Capital Management history | 3.68M | $34.98M | 0.00% | Add |
| Two Sigma Investments history | 2.89M | $27.46M | 0.02% | Add |
| Renaissance Technologies history | 2.58M | $24.54M | 0.04% | Add |
| Goldman Sachs Group history | 2.58M | $24.52M | 0.00% | Add |
| Wellington Management Group history | 1.34M | $12.77M | 0.00% | Reduce |
| Northern Trust Corp history | 1.33M | $12.60M | 0.00% | Add |
| Bank of America Corp history | 1.25M | $11.92M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.19M | $11.31M | 0.00% | Hold |
| Millennium Management history | 797.69K | $7.59M | 0.00% | Reduce |
| BNY Mellon history | 789.07K | $7.50M | 0.00% | Add |
| AQR Capital Management history | 752.77K | $7.16M | 0.00% | Add |
| Point72 Asset Management history | 696.92K | $6.63M | 0.01% | Reduce |
| Arrowstreet Capital history | 427.52K | $4.07M | 0.00% | New |
| Citadel Advisors history | 418.78K | $3.98M | 0.00% | Reduce |
| Marshall Wace history | 370.32K | $3.52M | 0.00% | Add |
| Deutsche Bank AG history | 301.56K | $2.87M | 0.00% | Reduce |
| UBS Group AG history | 204.48K | $1.94M | 0.00% | Reduce |
| Manulife Financial history | 154.04K | $1.46M | 0.00% | Add |
| Invesco Ltd history | 123.85K | $1.18M | 0.00% | Add |
| Legal & General Investment Management America history | 102.54K | $975.13K | 0.00% | Reduce |
| Franklin Resources history | 77.87K | $740.56K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 74.94K | $712.63K | 0.00% | Add |
| Wells Fargo & Co history | 62.63K | $595.65K | 0.00% | Reduce |
| Janus Henderson Group history | 53.31K | $506.69K | 0.00% | Hold |
| Citigroup Inc history | 41.46K | $394.31K | 0.00% | Reduce |
| CPP Investments history | 37.30K | $354.72K | 0.00% | Reduce |
| Prudential Financial history | 23.43K | $222.87K | 0.00% | New |
| Principal Global Investors history | 10.76K | $102.30K | 0.00% | New |
| PNC Financial Services history | 2.98K | $28.31K | 0.00% | Add |
| T. Rowe Price Associates history | 106.27K | $1.01K | 0.00% | Add |
Q4 2025 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 17.40M | $241.75M | 0.00% | Add |
| BlackRock Inc history | 12.00M | $166.63M | 0.00% | Add |
| Morgan Stanley history | 7.87M | $109.33M | 0.01% | Add |
| Wellington Management Group history | 6.01M | $83.47M | 0.01% | Reduce |
| D. E. Shaw & Co history | 3.67M | $51.01M | 0.03% | Add |
| Geode Capital Management history | 3.64M | $50.61M | 0.00% | Add |
| Renaissance Technologies history | 2.22M | $30.79M | 0.05% | Add |
| Northern Trust Corp history | 1.27M | $17.69M | 0.00% | Add |
| Goldman Sachs Group history | 1.22M | $16.95M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.19M | $16.54M | 0.00% | Add |
| Franklin Resources history | 1.19M | $16.52M | 0.00% | Reduce |
| Millennium Management history | 1.12M | $15.52M | 0.01% | Reduce |
| Two Sigma Investments history | 1.07M | $14.85M | 0.02% | Add |
| Norges Bank Investment Management history | 1.05M | $14.56M | 0.00% | Add |
| Point72 Asset Management history | 923.91K | $12.83M | 0.01% | Add |
| JPMorgan Chase & Co history | 850.69K | $11.82M | 0.00% | Reduce |
| Citadel Advisors history | 722.82K | $10.04M | 0.00% | Add |
| BNY Mellon history | 721.55K | $10.02M | 0.00% | Hold |
| Deutsche Bank AG history | 442.17K | $6.14M | 0.00% | Reduce |
| Bank of America Corp history | 438.59K | $6.09M | 0.00% | Add |
| UBS Group AG history | 420.64K | $5.84M | 0.00% | Add |
| AQR Capital Management history | 355.14K | $4.93M | 0.00% | Add |
| Wells Fargo & Co history | 300.00K | $4.17M | 0.00% | Add |
| Legal & General Investment Management America history | 137.25K | $1.91M | 0.00% | Reduce |
| CPP Investments history | 133.50K | $1.85M | 0.00% | Add |
| Lazard Asset Management history | 126.45K | $1.76M | 0.00% | New |
| Manulife Financial history | 122.91K | $1.71M | 0.00% | Add |
| Invesco Ltd history | 112.93K | $1.57M | 0.00% | Reduce |
| Citigroup Inc history | 88.17K | $1.22M | 0.00% | Add |
| Marshall Wace history | 64.20K | $891.72K | 0.00% | Reduce |
| Janus Henderson Group history | 53.31K | $740.72K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 27.98K | $388.66K | 0.00% | Reduce |
| PNC Financial Services history | 288 | $4.00K | 0.00% | Reduce |
| T. Rowe Price Associates history | 82.86K | $1.15K | 0.00% | Add |
Q3 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 17.21M | $258.31M | 0.00% | Add |
| BlackRock Inc history | 11.17M | $167.68M | 0.00% | Add |
| Wellington Management Group history | 6.38M | $95.75M | 0.02% | Reduce |
| Invesco Ltd history | 4.47M | $67.14M | 0.01% | Reduce |
| Geode Capital Management history | 3.41M | $51.18M | 0.00% | Add |
| Franklin Resources history | 2.31M | $34.70M | 0.01% | Add |
| Renaissance Technologies history | 1.94M | $29.17M | 0.04% | Reduce |
| Morgan Stanley history | 1.67M | $25.00M | 0.00% | Reduce |
| D. E. Shaw & Co history | 1.40M | $21.03M | 0.01% | Add |
| Millennium Management history | 1.39M | $20.96M | 0.01% | Add |
| JPMorgan Chase & Co history | 1.39M | $20.85M | 0.00% | Add |
| Northern Trust Corp history | 1.24M | $18.68M | 0.00% | Add |
| Goldman Sachs Group history | 1.21M | $18.10M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.13M | $17.04M | 0.00% | Add |
| Two Sigma Investments history | 821.11K | $12.32M | 0.02% | Add |
| BNY Mellon history | 721.19K | $10.83M | 0.00% | Reduce |
| Deutsche Bank AG history | 690.21K | $10.36M | 0.00% | Add |
| Citadel Advisors history | 578.83K | $8.69M | 0.00% | Add |
| Arrowstreet Capital history | 494.49K | $7.42M | 0.01% | Reduce |
| Marshall Wace history | 431.36K | $6.47M | 0.01% | Add |
| Bank of America Corp history | 376.77K | $5.66M | 0.00% | Reduce |
| UBS Group AG history | 373.44K | $5.61M | 0.00% | Add |
| Wells Fargo & Co history | 291.89K | $4.38M | 0.00% | Add |
| AQR Capital Management history | 244.37K | $3.67M | 0.00% | Reduce |
| Legal & General Investment Management America history | 143.50K | $2.15M | 0.00% | Add |
| Point72 Asset Management history | 117.16K | $1.76M | 0.00% | Add |
| Manulife Financial history | 107.54K | $1.61M | 0.00% | Add |
| CPP Investments history | 105.50K | $1.58M | 0.00% | Add |
| Janus Henderson Group history | 53.31K | $800.15K | 0.00% | Hold |
| Prudential Financial history | 40.74K | $611.51K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 36.05K | $541.10K | 0.00% | Add |
| Citigroup Inc history | 28.48K | $427.45K | 0.00% | Reduce |
| Principal Global Investors history | 10.18K | $152.76K | 0.00% | Reduce |
| PNC Financial Services history | 373 | $5.60K | 0.00% | Add |
| T. Rowe Price Associates history | 71.03K | $1.07K | 0.00% | Add |
Q2 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 16.50M | $318.70M | 0.01% | Add |
| BlackRock Inc history | 10.71M | $206.78M | 0.00% | Add |
| Wellington Management Group history | 6.63M | $128.01M | 0.02% | Reduce |
| Invesco Ltd history | 5.34M | $103.04M | 0.02% | Add |
| Geode Capital Management history | 3.12M | $60.30M | 0.00% | Add |
| Franklin Resources history | 2.13M | $41.13M | 0.01% | Add |
| Renaissance Technologies history | 2.07M | $39.99M | 0.05% | Add |
| Morgan Stanley history | 1.81M | $35.00M | 0.00% | Add |
| Northern Trust Corp history | 1.20M | $23.16M | 0.00% | Reduce |
| Arrowstreet Capital history | 1.14M | $21.93M | 0.02% | Reduce |
| Goldman Sachs Group history | 1.01M | $19.41M | 0.00% | Add |
| Charles Schwab Investment Management history | 977.24K | $18.87M | 0.00% | Add |
| Two Sigma Investments history | 786.60K | $15.19M | 0.03% | Add |
| BNY Mellon history | 746.40K | $14.41M | 0.00% | Reduce |
| Millennium Management history | 621.66K | $12.00M | 0.01% | Reduce |
| Bank of America Corp history | 551.91K | $10.66M | 0.00% | Add |
| D. E. Shaw & Co history | 530.89K | $10.25M | 0.01% | Add |
| JPMorgan Chase & Co history | 521.21K | $10.06M | 0.00% | Reduce |
| Norges Bank Investment Management history | 419.00K | $8.09M | 0.00% | Reduce |
| Deutsche Bank AG history | 342.58K | $6.62M | 0.00% | Add |
| Principal Global Investors history | 289.56K | $5.59M | 0.00% | Add |
| AQR Capital Management history | 270.01K | $5.21M | 0.00% | Reduce |
| UBS Group AG history | 245.00K | $4.73M | 0.00% | Reduce |
| Citadel Advisors history | 230.30K | $4.45M | 0.00% | Reduce |
| Wells Fargo & Co history | 228.79K | $4.42M | 0.00% | Add |
| Legal & General Investment Management America history | 134.90K | $2.60M | 0.00% | Add |
| Marshall Wace history | 100.79K | $1.95M | 0.00% | Reduce |
| CPP Investments history | 89.60K | $1.73M | 0.00% | Add |
| Manulife Financial history | 69.27K | $1.34M | 0.00% | Add |
| Citigroup Inc history | 67.06K | $1.29M | 0.00% | Reduce |
| Point72 Asset Management history | 64.83K | $1.25M | 0.00% | Add |
| Janus Henderson Group history | 53.31K | $1.03M | 0.00% | Add |
| Prudential Financial history | 40.67K | $785.43K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 31.64K | $610.87K | 0.00% | Reduce |
| PNC Financial Services history | 91 | $1.76K | 0.00% | Reduce |
| Lazard Asset Management history | 74.81K | $1.44K | 0.00% | New |
| T. Rowe Price Associates history | 66.35K | $1.28K | 0.00% | Add |
Q1 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 14.53M | $209.79M | 0.00% | Reduce |
| BlackRock Inc history | 10.65M | $153.76M | 0.00% | Hold |
| Wellington Management Group history | 6.77M | $97.77M | 0.02% | Add |
| Geode Capital Management history | 2.94M | $42.50M | 0.00% | Add |
| Millennium Management history | 2.06M | $29.72M | 0.02% | Add |
| Arrowstreet Capital history | 1.71M | $24.72M | 0.02% | Reduce |
| Renaissance Technologies history | 1.70M | $24.60M | 0.04% | Add |
| Invesco Ltd history | 1.68M | $24.23M | 0.01% | Add |
| Morgan Stanley history | 1.46M | $21.14M | 0.00% | Add |
| UBS Group AG history | 1.32M | $19.02M | 0.00% | Add |
| Franklin Resources history | 1.24M | $17.86M | 0.01% | Add |
| Northern Trust Corp history | 1.21M | $17.46M | 0.00% | Add |
| Charles Schwab Investment Management history | 902.97K | $13.04M | 0.00% | Reduce |
| BNY Mellon history | 773.64K | $11.17M | 0.00% | Reduce |
| Goldman Sachs Group history | 759.65K | $10.97M | 0.00% | Add |
| Citadel Advisors history | 637.07K | $9.20M | 0.00% | Add |
| JPMorgan Chase & Co history | 591.50K | $8.54M | 0.00% | Reduce |
| Marshall Wace history | 535.56K | $7.73M | 0.01% | Reduce |
| Bank of America Corp history | 391.21K | $5.65M | 0.00% | Reduce |
| Two Sigma Investments history | 370.45K | $5.35M | 0.01% | Add |
| AQR Capital Management history | 323.06K | $4.66M | 0.01% | Add |
| D. E. Shaw & Co history | 286.59K | $4.14M | 0.00% | Reduce |
| Wells Fargo & Co history | 126.66K | $1.83M | 0.00% | Add |
| Legal & General Investment Management America history | 123.99K | $1.79M | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 123.91K | $1.79M | 0.00% | Add |
| Deutsche Bank AG history | 116.06K | $1.68M | 0.00% | Reduce |
| Citigroup Inc history | 110.82K | $1.60M | 0.00% | Reduce |
| Balyasny Asset Management history | 86.70K | $1.25M | 0.00% | Reduce |
| Principal Global Investors history | 78.40K | $1.13M | 0.00% | Add |
| CPP Investments history | 78.20K | $1.13M | 0.00% | Reduce |
| Manulife Financial history | 67.89K | $980.38K | 0.00% | Reduce |
| Janus Henderson Group history | 41.16K | $601.89K | 0.00% | Hold |
| Prudential Financial history | 33.35K | $481.65K | 0.00% | Reduce |
| Point72 Asset Management history | 7.60K | $109.81K | 0.00% | Reduce |
| Amundi US history | 374 | $5.34K | 0.00% | Hold |
| PNC Financial Services history | 257 | $3.71K | 0.00% | Add |
| T. Rowe Price Associates history | 55.78K | $806 | 0.00% | Add |
New Positions (Q2 2026)
- Royce & Associates 598.00K sh · $6.70M
- JPMorgan Chase & Co 379.60K sh · $4.28M
- Balyasny Asset Management 237.60K sh · $2.66M
- Amundi US 40.09K sh · $449.38K
- Lazard Asset Management 31.31K sh · $350.99K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 53.31K sh · $506.69K
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 | 14.45M | 12.64M | 12.00M | 11.17M | 10.71M | 10.65M | 10.69M | 10.51M | — | — | — | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 8.57M | 7.97M | 7.87M | 1.67M | 1.81M | 1.46M | 1.34M | 1.95M | 1.05M | 425.06K | 727.54K | 240.84K | 387.28K | 263.62K | 162.69K | 161.83K | 153.09K | 111.65K | 66.69K | 64.02K |
| Goldman Sachs Group | 5.06M | 2.58M | 1.22M | 1.21M | 1.01M | 759.65K | 683.24K | 647.10K | 639.62K | 278.46K | 309.56K | 333.83K | 1.17M | 435.13K | 422.23K | 848.72K | 880.35K | 218.27K | 298.92K | 170.13K |
| D. E. Shaw & Co | 4.49M | 5.51M | 3.67M | 1.40M | 530.89K | 286.59K | 610.73K | 310.86K | 289.67K | 42.26K | 65.88K | 47.45K | 166.18K | 30.73K | 13.54K | — | 49.20K | 204.61K | — | — |
| Geode Capital Management | 4.12M | 3.68M | 3.64M | 3.41M | 3.12M | 2.94M | 2.85M | 2.83M | 2.70M | 2.82M | 2.75M | 2.69M | 2.55M | 2.25M | 2.13M | 2.03M | 2.03M | 1.06M | 1.03M | 862.01K |
| Two Sigma Investments | 3.33M | 2.89M | 1.07M | 821.11K | 786.60K | 370.45K | 108.19K | 42.34K | 87.07K | 147.64K | 63.69K | 77.17K | 117.12K | — | — | — | — | 176.37K | 470.32K | — |
| Wellington Management Group | 2.78M | 1.34M | 6.01M | 6.38M | 6.63M | 6.77M | 6.43M | 4.10M | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | 1.96M | 418.78K | 722.82K | 578.83K | 230.30K | 637.07K | 583.86K | 915.04K | 1.55M | 456.15K | 595.16K | 456.52K | 842.43K | 478.39K | 249.31K | 205.30K | 309.90K | 225.30K | 406.57K | 413.06K |
| Norges Bank Investment Management | 1.78M | — | 1.05M | — | 419.00K | — | 554.70K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Renaissance Technologies | 1.62M | 2.58M | 2.22M | 1.94M | 2.07M | 1.70M | 1.15M | 1.13M | 861.90K | 740.70K | 868.40K | 691.80K | 652.60K | 510.00K | 455.20K | 400.30K | 347.50K | 265.20K | — | — |
| AQR Capital Management | 1.59M | 752.77K | 355.14K | 244.37K | 270.01K | 323.06K | 147.86K | 119.96K | 72.72K | 62.20K | 36.96K | 17.93K | 17.84K | 15.99K | 18.56K | 21.73K | 20.19K | 13.96K | — | — |
| Northern Trust Corp | 1.58M | 1.33M | 1.27M | 1.24M | 1.20M | 1.21M | 1.16M | 1.06M | 1.17M | 1.23M | 1.26M | 1.31M | 1.30M | 1.10M | 1.08M | 1.06M | 1.09M | 187.80K | 191.97K | 153.03K |
| Charles Schwab Investment Management | 1.25M | 1.19M | 1.19M | 1.13M | 977.24K | 902.97K | 918.35K | 897.58K | 834.26K | 862.98K | 855.20K | 868.81K | 816.06K | 743.26K | 739.93K | 717.05K | 708.91K | 435.35K | 424.60K | 419.60K |
| Arrowstreet Capital | 829.84K | 427.52K | — | 494.49K | 1.14M | 1.71M | 2.68M | 402.14K | — | 180.00K | 273.56K | — | 34.49K | — | — | — | 45.39K | — | — | — |
| Marshall Wace | 811.10K | 370.32K | 64.20K | 431.36K | 100.79K | 535.56K | 686.98K | — | 276.49K | — | — | — | 108.18K | 12.22K | — | — | — | — | — | 43.16K |
| BNY Mellon | 789.25K | 789.07K | 721.55K | 721.19K | 746.40K | 773.64K | 955.39K | 982.35K | 1.56M | 1.76M | 1.82M | 1.84M | 490.13K | 358.73K | 398.59K | 402.67K | 359.56K | 34.17K | 34.17K | 34.17K |
| Bank of America Corp | 621.67K | 1.25M | 438.59K | 376.77K | 551.91K | 391.21K | 420.14K | 397.83K | 235.95K | 164.52K | 220.34K | 187.16K | 121.47K | 128.69K | 118.32K | 73.46K | 151.96K | 202.48K | 26.20K | 82.62K |
| UBS Group AG | 599.25K | 204.48K | 420.64K | 373.44K | 245.00K | 1.32M | 767.26K | 101.73K | 64.01K | 158.90K | 168.60K | 64.51K | 78.49K | 44.79K | 26.05K | 10.50K | 8.35K | 24.12K | 36.62K | 13.50K |
| Royce & Associates | 598.00K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 55.00K | — | — | — | — |
| JPMorgan Chase & Co | 379.60K | — | 850.69K | 1.39M | 521.21K | 591.50K | 1.66M | 1.54M | 1.35M | 900 | 1.47M | 1.45M | 1.55M | 4.54K | 115.13K | 102.65K | 102.37K | 24.91K | 400 | 400 |
▲ 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