AXSM — AXSOME THERAPEUTICS INC.
Reported value held$4.86B
Funds holding (latest)47
SectorHealth Care
Funds holding (Q2 2026)41
Institutional value$4.08B · 17.33M sh
New / Add / Cut / Exit5 / 18 / 18 / 3
Top-5 / Top-10 concentration48.5% / 67.8%
Institutional holdings change
Accumulating +0.3%
(+48.98K sh)
Institutional value change
Up +51.4%
As of Q2 2026, 41 SEC-registered investment managers reported holding AXSM (AXSOME THERAPEUTICS INC.) in their latest 13F filings, with a combined reported value of $4.08B across 17.33M shares. That is +0.3% by share count (+48.98K shares) versus the previous quarter, while reported value moved +51.4%. Ownership is concentrated: the five largest holders account for 48.5% of reported value and the top ten for 67.8%.
Compared with the prior quarter, 5 opened new positions, 18 added to existing stakes, 18 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
AXSM 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 — 41 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.10M | $759.69M | 0.01% | Reduce |
| Invesco Ltd history | 1.67M | $409.18M | 0.03% | Add |
| Fidelity Management & Research (FMR) history | 1.54M | $376.74M | 0.02% | Reduce |
| Geode Capital Management history | 967.17K | $236.79M | 0.01% | Reduce |
| Morgan Stanley history | 804.08K | $196.82M | 0.01% | Add |
| Two Sigma Investments history | 679.98K | $166.44M | 0.13% | Add |
| Franklin Resources history | 668.37K | $163.60M | 0.04% | Add |
| Wellington Management Group history | 653.92K | $160.06M | 0.03% | Reduce |
| D. E. Shaw & Co history | 653.35K | $159.92M | 0.08% | Add |
| Millennium Management history | 571.29K | $139.83M | 0.05% | Add |
| Citadel Advisors history | 515.18K | $126.10M | 0.01% | Add |
| Norges Bank Investment Management history | 514.27K | $125.88M | 0.01% | Add |
| Point72 Asset Management history | 479.82K | $117.44M | 0.14% | Add |
| Bank of America Corp history | 452.49K | $110.76M | 0.01% | Reduce |
| Principal Global Investors history | 332.64K | $81.42M | 0.04% | Reduce |
| Charles Schwab Investment Management history | 316.10K | $77.37M | 0.01% | Reduce |
| Northern Trust Corp history | 270.19K | $66.13M | 0.01% | Reduce |
| Renaissance Technologies history | 262.00K | $64.13M | 0.09% | Add |
| Goldman Sachs Group history | 229.67K | $56.22M | 0.01% | Reduce |
| CPP Investments history | 225.40K | $55.17M | 0.03% | Add |
| Marshall Wace history | 223.39K | $54.68M | 0.04% | Add |
| BNY Mellon history | 197.23K | $48.27M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 162.06K | $39.55M | 0.01% | New |
| UBS Group AG history | 151.90K | $37.18M | 0.01% | Reduce |
| Citigroup Inc history | 136.86K | $33.50M | 0.01% | Reduce |
| Arrowstreet Capital history | 135.19K | $33.09M | 0.01% | New |
| Manulife Financial history | 119.00K | $29.13M | 0.02% | Add |
| PSP Investments history | 116.00K | $28.39M | 0.07% | New |
| AQR Capital Management history | 114.03K | $27.91M | 0.01% | Add |
| Royce & Associates history | 91.04K | $22.28M | 0.18% | Reduce |
| Deutsche Bank AG history | 86.47K | $21.16M | 0.01% | Reduce |
| Balyasny Asset Management history | 76.25K | $18.66M | 0.02% | New |
| Bridgewater Associates history | 58.22K | $14.25M | 0.06% | Add |
| Wells Fargo & Co history | 53.91K | $13.20M | 0.00% | Reduce |
| Legal & General Investment Management America history | 33.07K | $8.10M | 0.00% | Add |
| Prudential Financial history | 10.76K | $2.63M | 0.00% | Reduce |
| Polen Capital Management history | 4.47K | $1.09M | 0.01% | Add |
| Amundi US history | 3.48K | $851.07K | 0.00% | Add |
| Baron Funds history | 3.00K | $734.31K | 0.00% | New |
| PNC Financial Services history | 1.80K | $440.10K | 0.00% | Reduce |
| T. Rowe Price Associates history | 642.89K | $157.36K | 0.02% | Reduce |
Q1 2026 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.91M | $661.35M | 0.01% | Hold |
| Fidelity Management & Research (FMR) history | 1.57M | $264.85M | 0.01% | Add |
| Invesco Ltd history | 1.30M | $219.33M | 0.03% | Add |
| Geode Capital Management history | 1.16M | $196.60M | 0.01% | Add |
| Wellington Management Group history | 1.15M | $193.58M | 0.04% | Reduce |
| D. E. Shaw & Co history | 607.16K | $102.62M | 0.07% | Add |
| Bank of America Corp history | 598.09K | $101.09M | 0.01% | Reduce |
| UBS Group AG history | 547.20K | $92.49M | 0.01% | Add |
| Morgan Stanley history | 476.70K | $80.57M | 0.01% | Reduce |
| Franklin Resources history | 438.49K | $74.11M | 0.02% | Add |
| Point72 Asset Management history | 424.75K | $71.79M | 0.10% | Add |
| Goldman Sachs Group history | 421.45K | $71.23M | 0.01% | Add |
| Citadel Advisors history | 421.00K | $71.16M | 0.01% | Add |
| Northern Trust Corp history | 401.46K | $67.85M | 0.01% | Add |
| Charles Schwab Investment Management history | 395.12K | $66.78M | 0.01% | Reduce |
| Principal Global Investors history | 350.49K | $59.24M | 0.03% | Reduce |
| Two Sigma Investments history | 326.48K | $55.18M | 0.05% | Add |
| BNY Mellon history | 206.64K | $34.93M | 0.01% | Reduce |
| Citigroup Inc history | 185.66K | $31.38M | 0.01% | Reduce |
| Renaissance Technologies history | 164.30K | $27.77M | 0.04% | Reduce |
| Marshall Wace history | 141.24K | $23.87M | 0.02% | Reduce |
| Manulife Financial history | 117.09K | $19.79M | 0.02% | Reduce |
| Deutsche Bank AG history | 104.27K | $17.62M | 0.01% | Add |
| AQR Capital Management history | 104.06K | $17.59M | 0.01% | Add |
| Royce & Associates history | 94.02K | $15.89M | 0.16% | Hold |
| CPP Investments history | 91.40K | $15.45M | 0.01% | Reduce |
| Wells Fargo & Co history | 61.41K | $10.38M | 0.00% | Reduce |
| Bridgewater Associates history | 56.95K | $9.63M | 0.04% | Add |
| Millennium Management history | 50.86K | $8.60M | 0.00% | Add |
| Legal & General Investment Management America history | 29.40K | $4.97M | 0.00% | Reduce |
| Prudential Financial history | 24.57K | $4.15M | 0.01% | Add |
| Janus Henderson Group history | 15.10K | $2.55M | 0.00% | Hold |
| Lazard Asset Management history | 13.16K | $2.22M | 0.00% | Reduce |
| Farallon Capital Management history | 4.00K | $676.08K | 0.00% | Hold |
| Amundi US history | 2.94K | $497.76K | 0.00% | New |
| Polen Capital Management history | 2.12K | $357.65K | 0.00% | New |
| PNC Financial Services history | 2.08K | $351.56K | 0.00% | Add |
| T. Rowe Price Associates history | 1.32M | $222.61K | 0.03% | Reduce |
Q4 2025 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 4.16M | $760.66M | 0.01% | Hold |
| BlackRock Inc history | 3.91M | $714.77M | 0.01% | Add |
| Invesco Ltd history | 1.27M | $232.59M | 0.04% | Add |
| Wellington Management Group history | 1.22M | $223.12M | 0.04% | Reduce |
| Fidelity Management & Research (FMR) history | 1.18M | $215.81M | 0.01% | Add |
| Geode Capital Management history | 1.01M | $184.54M | 0.01% | Add |
| Bank of America Corp history | 618.03K | $112.88M | 0.01% | Add |
| D. E. Shaw & Co history | 557.81K | $101.88M | 0.06% | Add |
| Norges Bank Investment Management history | 495.46K | $90.49M | 0.01% | Add |
| Morgan Stanley history | 491.20K | $89.71M | 0.01% | Add |
| Charles Schwab Investment Management history | 402.70K | $73.55M | 0.01% | Add |
| Citadel Advisors history | 394.01K | $71.96M | 0.01% | Add |
| Northern Trust Corp history | 390.43K | $71.31M | 0.01% | Reduce |
| Principal Global Investors history | 363.11K | $66.32M | 0.03% | Reduce |
| UBS Group AG history | 355.32K | $64.90M | 0.01% | Add |
| Franklin Resources history | 342.57K | $62.57M | 0.02% | Add |
| Marshall Wace history | 320.57K | $58.55M | 0.05% | Reduce |
| Goldman Sachs Group history | 300.91K | $54.96M | 0.01% | Add |
| BNY Mellon history | 255.10K | $46.59M | 0.01% | Add |
| Citigroup Inc history | 204.10K | $37.28M | 0.02% | Add |
| Renaissance Technologies history | 170.00K | $31.05M | 0.05% | Add |
| Two Sigma Investments history | 145.60K | $26.59M | 0.04% | Add |
| Manulife Financial history | 133.88K | $23.66M | 0.02% | Add |
| AQR Capital Management history | 103.42K | $18.89M | 0.01% | Reduce |
| CPP Investments history | 103.20K | $18.85M | 0.01% | Add |
| Deutsche Bank AG history | 98.26K | $17.95M | 0.01% | Add |
| Royce & Associates history | 94.02K | $17.17M | 0.17% | Add |
| Wells Fargo & Co history | 89.66K | $16.38M | 0.00% | Add |
| Bridgewater Associates history | 47.44K | $8.67M | 0.03% | New |
| Point72 Asset Management history | 42.40K | $7.74M | 0.01% | Add |
| Legal & General Investment Management America history | 36.70K | $6.70M | 0.00% | Reduce |
| Millennium Management history | 33.94K | $6.20M | 0.00% | Add |
| JPMorgan Chase & Co history | 17.50K | $3.20M | 0.00% | Reduce |
| Janus Henderson Group history | 15.10K | $2.76M | 0.00% | Hold |
| Lazard Asset Management history | 13.41K | $2.45M | 0.00% | Reduce |
| Prudential Financial history | 5.42K | $989.00K | 0.00% | Add |
| Balyasny Asset Management history | 4.50K | $821.88K | 0.00% | Reduce |
| Farallon Capital Management history | 4.00K | $730.56K | 0.00% | Hold |
| PNC Financial Services history | 1.92K | $350.85K | 0.00% | Add |
| T. Rowe Price Associates history | 1.51M | $275.76K | 0.03% | Add |
Q3 2025 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 4.18M | $507.74M | 0.01% | Add |
| BlackRock Inc history | 3.79M | $460.41M | 0.01% | Reduce |
| Wellington Management Group history | 1.33M | $162.08M | 0.03% | Add |
| Geode Capital Management history | 997.70K | $121.19M | 0.01% | Add |
| Invesco Ltd history | 990.56K | $120.30M | 0.02% | Add |
| Fidelity Management & Research (FMR) history | 927.88K | $112.69M | 0.01% | Reduce |
| Morgan Stanley history | 409.58K | $49.74M | 0.00% | Reduce |
| Northern Trust Corp history | 409.54K | $49.74M | 0.01% | Hold |
| Charles Schwab Investment Management history | 382.05K | $46.40M | 0.01% | Add |
| Marshall Wace history | 378.02K | $45.91M | 0.05% | Add |
| Principal Global Investors history | 368.43K | $44.75M | 0.02% | Add |
| Bank of America Corp history | 361.26K | $43.88M | 0.00% | Reduce |
| Citadel Advisors history | 355.01K | $43.12M | 0.01% | Add |
| D. E. Shaw & Co history | 302.89K | $36.79M | 0.02% | Add |
| Franklin Resources history | 285.60K | $34.69M | 0.01% | Add |
| BNY Mellon history | 253.26K | $30.76M | 0.01% | Add |
| JPMorgan Chase & Co history | 250.51K | $30.42M | 0.00% | Add |
| Goldman Sachs Group history | 224.14K | $27.22M | 0.00% | Reduce |
| UBS Group AG history | 212.45K | $25.80M | 0.00% | Reduce |
| Renaissance Technologies history | 150.00K | $18.22M | 0.02% | Add |
| Citigroup Inc history | 142.01K | $17.25M | 0.01% | Add |
| Manulife Financial history | 132.72K | $16.12M | 0.01% | Reduce |
| AQR Capital Management history | 118.66K | $14.41M | 0.01% | Reduce |
| Deutsche Bank AG history | 96.69K | $11.74M | 0.00% | Add |
| CPP Investments history | 64.40K | $7.82M | 0.01% | Reduce |
| Royce & Associates history | 56.04K | $6.81M | 0.07% | Add |
| Wells Fargo & Co history | 55.27K | $6.71M | 0.00% | Reduce |
| Legal & General Investment Management America history | 37.78K | $4.59M | 0.00% | Reduce |
| Point72 Asset Management history | 37.21K | $4.52M | 0.01% | Reduce |
| Lazard Asset Management history | 21.84K | $2.65M | 0.00% | Reduce |
| Janus Henderson Group history | 15.10K | $1.83M | 0.00% | Add |
| Two Sigma Investments history | 8.21K | $996.74K | 0.00% | New |
| Balyasny Asset Management history | 6.50K | $789.42K | 0.00% | Reduce |
| Millennium Management history | 5.74K | $697.24K | 0.00% | Reduce |
| Prudential Financial history | 5.06K | $614.29K | 0.00% | Reduce |
| Farallon Capital Management history | 4.00K | $485.80K | 0.00% | Hold |
| PNC Financial Services history | 1.86K | $225.41K | 0.00% | Add |
| T. Rowe Price Associates history | 1.04M | $126.00K | 0.01% | Add |
Q2 2025 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 3.95M | $411.82M | 0.01% | Add |
| BlackRock Inc history | 3.83M | $400.33M | 0.01% | Add |
| Geode Capital Management history | 989.45K | $103.30M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 976.73K | $101.96M | 0.01% | Reduce |
| Bank of America Corp history | 753.43K | $78.65M | 0.01% | Add |
| Wellington Management Group history | 725.04K | $75.69M | 0.01% | Add |
| UBS Group AG history | 595.46K | $62.16M | 0.01% | Add |
| Invesco Ltd history | 571.55K | $59.66M | 0.01% | Reduce |
| Norges Bank Investment Management history | 468.33K | $48.89M | 0.01% | Add |
| Morgan Stanley history | 447.92K | $46.76M | 0.00% | Reduce |
| Northern Trust Corp history | 409.39K | $42.74M | 0.01% | Hold |
| Point72 Asset Management history | 369.47K | $38.57M | 0.08% | Add |
| Charles Schwab Investment Management history | 356.65K | $37.23M | 0.01% | Add |
| Principal Global Investors history | 355.51K | $37.11M | 0.02% | Add |
| Franklin Resources history | 278.51K | $29.07M | 0.01% | Add |
| Goldman Sachs Group history | 230.40K | $24.05M | 0.00% | Reduce |
| Citadel Advisors history | 213.42K | $22.28M | 0.00% | Reduce |
| D. E. Shaw & Co history | 207.36K | $21.65M | 0.02% | Reduce |
| BNY Mellon history | 203.63K | $21.26M | 0.00% | Add |
| Renaissance Technologies history | 138.70K | $14.48M | 0.02% | Add |
| Manulife Financial history | 133.82K | $13.97M | 0.01% | Add |
| AQR Capital Management history | 127.82K | $13.34M | 0.01% | Add |
| Bridgewater Associates history | 107.29K | $11.20M | 0.04% | Add |
| Deutsche Bank AG history | 92.89K | $9.70M | 0.00% | Reduce |
| Citigroup Inc history | 85.01K | $8.87M | 0.00% | Add |
| CPP Investments history | 72.30K | $7.55M | 0.01% | Add |
| Marshall Wace history | 56.72K | $5.92M | 0.01% | Reduce |
| Wells Fargo & Co history | 55.70K | $5.81M | 0.00% | Add |
| Legal & General Investment Management America history | 40.24K | $4.20M | 0.00% | Add |
| Millennium Management history | 30.62K | $3.20M | 0.00% | Reduce |
| Royce & Associates history | 25.76K | $2.69M | 0.03% | Reduce |
| Prudential Financial history | 22.81K | $2.15M | 0.00% | Reduce |
| Janus Henderson Group history | 14.00K | $1.46M | 0.00% | Hold |
| JPMorgan Chase & Co history | 12.10K | $1.26M | 0.00% | Reduce |
| Balyasny Asset Management history | 12.00K | $1.25M | 0.00% | Reduce |
| Farallon Capital Management history | 4.00K | $417.56K | 0.00% | Hold |
| Polen Capital Management history | 3.23K | $337.39K | 0.00% | New |
| PNC Financial Services history | 1.75K | $182.58K | 0.00% | Reduce |
| T. Rowe Price Associates history | 612.74K | $63.97K | 0.01% | Add |
| Lazard Asset Management history | 29.29K | $3.06K | 0.01% | Hold |
Q1 2025 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 3.88M | $452.17M | 0.01% | Reduce |
| BlackRock Inc history | 3.52M | $411.05M | 0.01% | Hold |
| Fidelity Management & Research (FMR) history | 1.25M | $145.46M | 0.01% | Add |
| Geode Capital Management history | 934.85K | $109.06M | 0.01% | Add |
| Invesco Ltd history | 857.00K | $99.95M | 0.02% | Add |
| Wellington Management Group history | 703.28K | $82.02M | 0.02% | Add |
| D. E. Shaw & Co history | 554.26K | $64.64M | 0.06% | Add |
| Bank of America Corp history | 533.90K | $62.27M | 0.01% | Add |
| Morgan Stanley history | 457.42K | $53.35M | 0.00% | Reduce |
| Northern Trust Corp history | 410.97K | $47.93M | 0.01% | Add |
| Charles Schwab Investment Management history | 337.25K | $39.33M | 0.01% | Add |
| Goldman Sachs Group history | 301.72K | $35.19M | 0.01% | Add |
| Principal Global Investors history | 295.67K | $34.48M | 0.02% | Add |
| UBS Group AG history | 288.65K | $33.66M | 0.01% | Add |
| Citadel Advisors history | 278.79K | $32.51M | 0.01% | Reduce |
| Millennium Management history | 260.51K | $30.38M | 0.02% | Add |
| Franklin Resources history | 226.51K | $26.42M | 0.01% | Add |
| Point72 Asset Management history | 144.69K | $16.88M | 0.04% | Reduce |
| Renaissance Technologies history | 134.40K | $15.68M | 0.02% | New |
| BNY Mellon history | 131.02K | $15.28M | 0.00% | Reduce |
| Deutsche Bank AG history | 94.98K | $11.08M | 0.00% | Reduce |
| Marshall Wace history | 68.70K | $8.01M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 65.40K | $7.63M | 0.00% | Add |
| AQR Capital Management history | 58.36K | $6.81M | 0.01% | Add |
| Two Sigma Investments history | 47.01K | $5.48M | 0.01% | New |
| CPP Investments history | 44.50K | $5.19M | 0.01% | Add |
| Bridgewater Associates history | 42.83K | $4.99M | 0.02% | New |
| Wells Fargo & Co history | 41.62K | $4.85M | 0.00% | Add |
| Citigroup Inc history | 39.17K | $4.57M | 0.00% | Reduce |
| Legal & General Investment Management America history | 36.11K | $4.21M | 0.00% | Reduce |
| Balyasny Asset Management history | 34.03K | $3.97M | 0.01% | Reduce |
| Royce & Associates history | 30.26K | $3.53M | 0.04% | Reduce |
| Prudential Financial history | 29.41K | $3.43M | 0.01% | Add |
| Manulife Financial history | 22.85K | $2.67M | 0.00% | Add |
| Janus Henderson Group history | 14.00K | $1.66M | 0.00% | Hold |
| PNC Financial Services history | 5.67K | $661.18K | 0.00% | Add |
| Farallon Capital Management history | 4.00K | $466.52K | 0.00% | Hold |
| T. Rowe Price Associates history | 31.98K | $3.73K | 0.00% | Add |
| Lazard Asset Management history | 29.25K | $3.41K | 0.01% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 162.06K sh · $39.55M
- Arrowstreet Capital 135.19K sh · $33.09M
- PSP Investments 116.00K sh · $28.39M
- Balyasny Asset Management 76.25K sh · $18.66M
- Baron Funds 3.00K sh · $734.31K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 15.10K sh · $2.55M
- Lazard Asset Management sold 13.16K sh · $2.22M
- Farallon Capital Management sold 4.00K sh · $676.08K
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 | 3.10M | 3.91M | 3.91M | 3.79M | 3.83M | 3.52M | 3.53M | 3.40M | — | — | — | — | — | — | — | — | — | — | — | — |
| Invesco Ltd | 1.67M | 1.30M | 1.27M | 990.56K | 571.55K | 857.00K | 692.46K | 625.18K | 557.86K | 245.65K | 46.16K | 62.44K | 171.57K | 60.53K | 139.46K | 171.05K | 12.23K | 12.47K | 12.41K | 13.61K |
| Fidelity Management & Research (FMR) | 1.54M | 1.57M | 1.18M | 927.88K | 976.73K | 1.25M | 1.00M | 1.09M | 902.14K | 828.55K | 882.03K | 1.86M | 2.13M | 1.36M | 734.44K | 348.90K | 235.99K | 123.02K | 428.98K | 423.34K |
| Geode Capital Management | 967.17K | 1.16M | 1.01M | 997.70K | 989.45K | 934.85K | 912.54K | 908.46K | 884.89K | 845.41K | 822.30K | 778.50K | 709.77K | 652.44K | 624.59K | 562.59K | 531.75K | 536.02K | 507.49K | 491.43K |
| Morgan Stanley | 804.08K | 476.70K | 491.20K | 409.58K | 447.92K | 457.42K | 576.86K | 410.15K | 321.98K | 943.88K | 619.38K | 298.42K | 323.32K | 447.77K | 477.26K | 599.53K | 391.99K | 230.91K | 176.90K | 365.97K |
| Two Sigma Investments | 679.98K | 326.48K | 145.60K | 8.21K | — | 47.01K | — | — | — | — | — | — | — | — | — | 141.31K | — | 52.87K | 92.57K | 21.20K |
| Franklin Resources | 668.37K | 438.49K | 342.57K | 285.60K | 278.51K | 226.51K | 182.29K | 160.53K | 108.84K | 107.87K | 3.55K | 3.54K | 4.84K | 3.34K | 2.75K | — | — | — | — | — |
| Wellington Management Group | 653.92K | 1.15M | 1.22M | 1.33M | 725.04K | 703.28K | 673.16K | 742.75K | 734.62K | 676.65K | 239.82K | 237.55K | 199.71K | — | — | — | — | — | — | — |
| D. E. Shaw & Co | 653.35K | 607.16K | 557.81K | 302.89K | 207.36K | 554.26K | 76.15K | 49.70K | 48.03K | 49.47K | 43.78K | 34.60K | 34.60K | 30.60K | 10.00K | — | 6.76K | 155.39K | 90.00K | 43.94K |
| Millennium Management | 571.29K | 50.86K | 33.94K | 5.74K | 30.62K | 260.51K | 135.75K | 57.15K | 739.82K | 753.62K | 931.16K | 510.84K | 767.50K | 1.04M | — | 351.14K | 722.45K | 17.65K | 125.66K | 441.23K |
| Citadel Advisors | 515.18K | 421.00K | 394.01K | 355.01K | 213.42K | 278.79K | 835.09K | 524.28K | 909.34K | 1.30M | 1.29M | 1.47M | 845.92K | 565.52K | 1.54M | 1.97M | 1.48M | 1.17M | 1.52M | 1.22M |
| Norges Bank Investment Management | 514.27K | — | 495.46K | — | 468.33K | — | 403.03K | — | 404.22K | — | 195.12K | — | — | — | 256.40K | — | — | — | — | — |
| Point72 Asset Management | 479.82K | 424.75K | 42.40K | 37.21K | 369.47K | 144.69K | 199.74K | 566.42K | 502.84K | 394.06K | 837.20K | 531.94K | 468.00K | 1.17M | 650.07K | 617.90K | 41.77K | — | — | — |
| Bank of America Corp | 452.49K | 598.09K | 618.03K | 361.26K | 753.43K | 533.90K | 350.59K | 729.53K | 892.99K | 187.21K | 176.17K | 37.13K | 29.02K | 32.54K | 31.23K | 38.25K | 54.62K | 45.32K | 36.82K | 40.21K |
| Principal Global Investors | 332.64K | 350.49K | 363.11K | 368.43K | 355.51K | 295.67K | 207.06K | 3.39K | 6.55K | 9.77K | 9.50K | 9.38K | 43.54K | 9.72K | 10.33K | 8.63K | 8.69K | 5.09K | — | 7.42K |
| Charles Schwab Investment Management | 316.10K | 395.12K | 402.70K | 382.05K | 356.65K | 337.25K | 328.03K | 322.60K | 309.82K | 301.07K | 295.70K | 289.87K | 268.41K | 249.12K | 249.77K | 226.35K | 214.29K | 213.21K | 207.23K | 204.05K |
| Northern Trust Corp | 270.19K | 401.46K | 390.43K | 409.54K | 409.39K | 410.97K | 402.50K | 332.58K | 324.49K | 336.08K | 343.31K | 349.06K | 326.14K | 318.05K | 311.94K | 287.95K | 280.25K | 280.71K | 291.30K | 277.25K |
| Renaissance Technologies | 262.00K | 164.30K | 170.00K | 150.00K | 138.70K | 134.40K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 229.67K | 421.45K | 300.91K | 224.14K | 230.40K | 301.72K | 217.57K | 362.62K | 401.33K | 291.61K | 241.22K | 194.65K | 139.94K | 269.32K | 286.04K | 519.26K | 377.34K | 58.14K | 80.05K | 43.71K |
| CPP Investments | 225.40K | 91.40K | 103.20K | 64.40K | 72.30K | 44.50K | 4.10K | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ 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