AYI — ACUITY BRANDS INC
Reported value held$6.42B
Funds holding (latest)49
SectorConsumer Discretionary
Funds holding (Q2 2026)38
Institutional value$5.31B · 14.68M sh
New / Add / Cut / Exit2 / 14 / 19 / 4
Top-5 / Top-10 concentration65.9% / 82.6%
Institutional holdings change
Accumulating +32.2%
(+3.57M sh)
Institutional value change
Up +77.8%
As of Q2 2026, 38 SEC-registered investment managers reported holding AYI (ACUITY BRANDS INC) in their latest 13F filings, with a combined reported value of $5.31B across 14.68M shares. That is +32.2% by share count (+3.57M shares) versus the previous quarter, while reported value moved +77.8%. Ownership is concentrated: the five largest holders account for 65.9% of reported value and the top ten for 82.6%.
Compared with the prior quarter, 2 opened new positions, 14 added to existing stakes, 19 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
AYI is classified in the Consumer Discretionary 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 |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 3.60M | $1.36B | 0.07% | Add |
| BlackRock Inc history | 2.98M | $1.12B | 0.02% | Reduce |
| AQR Capital Management history | 1.27M | $471.01M | 0.16% | Add |
| Geode Capital Management history | 768.42K | $289.49M | 0.01% | Add |
| JPMorgan Chase & Co history | 713.05K | $262.65M | 0.03% | New |
| Wellington Management Group history | 658.21K | $247.92M | 0.04% | Reduce |
| UBS Group AG history | 515.77K | $194.27M | 0.03% | Add |
| Fidelity International (FIL) history | 423.76K | $159.61M | 0.12% | Hold |
| Goldman Sachs Group history | 382.23K | $143.97M | 0.01% | Add |
| Morgan Stanley history | 363.27K | $136.83M | 0.01% | Add |
| Norges Bank Investment Management history | 316.97K | $119.39M | 0.01% | Reduce |
| Northern Trust Corp history | 294.38K | $110.88M | 0.01% | Reduce |
| Bank of America Corp history | 281.47K | $106.02M | 0.01% | Reduce |
| Arrowstreet Capital history | 259.22K | $97.64M | 0.04% | Add |
| Charles Schwab Investment Management history | 219.84K | $82.80M | 0.01% | Hold |
| BNY Mellon history | 204.99K | $77.21M | 0.01% | Reduce |
| D. E. Shaw & Co history | 197.58K | $74.42M | 0.04% | Reduce |
| Citadel Advisors history | 124.25K | $46.80M | 0.01% | Add |
| Invesco Ltd history | 104.03K | $39.19M | 0.00% | Reduce |
| Deutsche Bank AG history | 87.84K | $33.09M | 0.01% | Add |
| Principal Global Investors history | 68.37K | $25.75M | 0.01% | Add |
| Wells Fargo & Co history | 64.39K | $24.25M | 0.00% | Add |
| Legal & General Investment Management America history | 39.59K | $14.91M | 0.00% | Reduce |
| Two Sigma Investments history | 34.96K | $13.17M | 0.01% | Reduce |
| Franklin Resources history | 34.32K | $12.93M | 0.00% | Reduce |
| CPP Investments history | 29.26K | $11.02M | 0.01% | Reduce |
| Manulife Financial history | 21.40K | $8.06M | 0.01% | Reduce |
| Citigroup Inc history | 18.16K | $6.84M | 0.00% | Reduce |
| Lazard Asset Management history | 17.20K | $6.48M | 0.01% | Reduce |
| Markel Corp history | 9.75K | $3.67M | 0.03% | Hold |
| Prudential Financial history | 8.82K | $3.32M | 0.00% | Reduce |
| Bridgewater Associates history | 7.73K | $2.91M | 0.01% | Reduce |
| Amundi US history | 6.78K | $2.56M | 0.00% | Reduce |
| CDPQ (Caisse de Depot) history | 4.44K | $1.67M | 0.00% | New |
| PNC Financial Services history | 1.94K | $731.90K | 0.00% | Add |
| Millennium Management history | 1.64K | $618.85K | 0.00% | Reduce |
| Point72 Asset Management history | 1.00K | $376.66K | 0.00% | Add |
| T. Rowe Price Associates history | 541.46K | $203.95K | 0.02% | Add |
Q1 2026 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.06M | $858.28M | 0.02% | Add |
| Fidelity Management & Research (FMR) history | 2.36M | $660.09M | 0.04% | Add |
| Wellington Management Group history | 763.04K | $213.82M | 0.04% | Reduce |
| Geode Capital Management history | 576.45K | $161.57M | 0.01% | Add |
| AQR Capital Management history | 435.91K | $119.98M | 0.06% | Add |
| Fidelity International (FIL) history | 424.61K | $118.99M | 0.09% | Reduce |
| Northern Trust Corp history | 296.33K | $83.04M | 0.01% | Add |
| Bank of America Corp history | 283.46K | $79.43M | 0.01% | Add |
| Morgan Stanley history | 264.21K | $74.04M | 0.01% | Reduce |
| BNY Mellon history | 229.55K | $64.32M | 0.01% | Reduce |
| UBS Group AG history | 224.66K | $62.95M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 219.83K | $61.60M | 0.01% | Add |
| Arrowstreet Capital history | 213.80K | $59.91M | 0.03% | Add |
| D. E. Shaw & Co history | 204.40K | $57.28M | 0.04% | Add |
| Goldman Sachs Group history | 201.76K | $56.54M | 0.01% | Add |
| Two Sigma Investments history | 131.97K | $36.98M | 0.03% | Add |
| Invesco Ltd history | 118.08K | $33.09M | 0.01% | Reduce |
| Deutsche Bank AG history | 86.27K | $24.17M | 0.01% | Reduce |
| Principal Global Investors history | 68.03K | $19.06M | 0.01% | Add |
| Wells Fargo & Co history | 63.34K | $17.75M | 0.00% | Add |
| Moore Capital Management history | 54.32K | $15.22M | 0.31% | Add |
| Legal & General Investment Management America history | 41.79K | $11.71M | 0.00% | Reduce |
| Franklin Resources history | 41.12K | $11.52M | 0.00% | Add |
| Millennium Management history | 40.31K | $11.30M | 0.01% | Reduce |
| CPP Investments history | 34.40K | $9.64M | 0.01% | Add |
| Citadel Advisors history | 30.23K | $8.47M | 0.00% | Reduce |
| Bridgewater Associates history | 30.08K | $8.43M | 0.04% | New |
| Balyasny Asset Management history | 30.07K | $8.43M | 0.01% | Reduce |
| Citigroup Inc history | 25.71K | $7.21M | 0.00% | Add |
| Lazard Asset Management history | 25.22K | $7.07M | 0.01% | Add |
| Marshall Wace history | 24.93K | $6.99M | 0.01% | Add |
| Manulife Financial history | 21.78K | $6.10M | 0.01% | Hold |
| Prudential Financial history | 15.48K | $4.34M | 0.01% | Reduce |
| Amundi US history | 13.60K | $3.81M | 0.00% | Add |
| Markel Corp history | 9.75K | $2.73M | 0.02% | Hold |
| Renaissance Technologies history | 1.94K | $543.63K | 0.00% | Reduce |
| PNC Financial Services history | 1.83K | $512.83K | 0.00% | Add |
| Point72 Asset Management history | 800 | $224.18K | 0.00% | Reduce |
| T. Rowe Price Associates history | 441.53K | $123.73K | 0.01% | Add |
Q4 2025 — 43 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 2.96M | $1.07B | 0.01% | Reduce |
| BlackRock Inc history | 2.90M | $1.04B | 0.02% | Add |
| Fidelity Management & Research (FMR) history | 1.68M | $604.11M | 0.03% | Add |
| Wellington Management Group history | 788.04K | $283.73M | 0.05% | Reduce |
| JPMorgan Chase & Co history | 601.18K | $216.45M | 0.03% | Reduce |
| Geode Capital Management history | 570.09K | $205.30M | 0.01% | Add |
| Millennium Management history | 487.80K | $175.63M | 0.08% | Reduce |
| Fidelity International (FIL) history | 429.73K | $154.72M | 0.12% | Hold |
| Norges Bank Investment Management history | 385.37K | $138.75M | 0.01% | Reduce |
| AQR Capital Management history | 326.76K | $117.65M | 0.06% | Add |
| UBS Group AG history | 308.67K | $111.13M | 0.02% | Add |
| Northern Trust Corp history | 293.94K | $105.83M | 0.01% | Reduce |
| Morgan Stanley history | 269.10K | $96.89M | 0.01% | Add |
| Invesco Ltd history | 264.00K | $95.05M | 0.01% | Reduce |
| Point72 Asset Management history | 236.64K | $85.20M | 0.10% | Add |
| BNY Mellon history | 231.14K | $83.22M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 209.99K | $75.60M | 0.01% | Add |
| Bank of America Corp history | 178.47K | $64.25M | 0.01% | Reduce |
| Balyasny Asset Management history | 136.96K | $49.31M | 0.07% | Add |
| Arrowstreet Capital history | 113.77K | $40.96M | 0.02% | Add |
| Deutsche Bank AG history | 87.27K | $31.42M | 0.01% | Add |
| Goldman Sachs Group history | 72.52K | $26.11M | 0.00% | Add |
| Principal Global Investors history | 65.41K | $23.55M | 0.01% | Reduce |
| Citadel Advisors history | 53.59K | $19.29M | 0.00% | Add |
| Wells Fargo & Co history | 49.01K | $17.65M | 0.00% | Reduce |
| Legal & General Investment Management America history | 48.63K | $17.51M | 0.00% | Reduce |
| Moore Capital Management history | 33.95K | $12.22M | 0.18% | New |
| D. E. Shaw & Co history | 33.87K | $12.20M | 0.01% | Add |
| CPP Investments history | 28.66K | $10.32M | 0.01% | Reduce |
| Manulife Financial history | 21.88K | $7.88M | 0.01% | Reduce |
| Lazard Asset Management history | 21.70K | $7.81M | 0.01% | Reduce |
| Prudential Financial history | 18.91K | $6.90M | 0.01% | Reduce |
| Marshall Wace history | 15.21K | $5.47M | 0.01% | New |
| Franklin Resources history | 14.36K | $5.17M | 0.00% | Add |
| Janus Henderson Group history | 13.61K | $4.90M | 0.00% | Hold |
| Citigroup Inc history | 12.25K | $4.41M | 0.00% | Add |
| Markel Corp history | 9.75K | $3.51M | 0.03% | Hold |
| Renaissance Technologies history | 9.10K | $3.28M | 0.01% | Reduce |
| Two Sigma Investments history | 8.15K | $2.94M | 0.00% | Add |
| Amundi US history | 4.14K | $1.49M | 0.00% | Reduce |
| PNC Financial Services history | 1.65K | $592.66K | 0.00% | Add |
| Polen Capital Management history | 1.06K | $382.00K | 0.00% | Reduce |
| T. Rowe Price Associates history | 420.36K | $151.35K | 0.02% | Add |
Q3 2025 — 41 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 3.01M | $1.04B | 0.02% | Reduce |
| BlackRock Inc history | 2.83M | $975.94M | 0.02% | Reduce |
| Fidelity Management & Research (FMR) history | 1.55M | $533.32M | 0.03% | Reduce |
| Wellington Management Group history | 895.70K | $308.47M | 0.06% | Reduce |
| JPMorgan Chase & Co history | 711.78K | $245.13M | 0.03% | Reduce |
| Millennium Management history | 571.02K | $196.65M | 0.09% | Add |
| Geode Capital Management history | 549.23K | $189.18M | 0.01% | Reduce |
| Invesco Ltd history | 467.04K | $160.84M | 0.03% | Add |
| Fidelity International (FIL) history | 430.21K | $148.16M | 0.12% | Reduce |
| Northern Trust Corp history | 309.13K | $106.46M | 0.01% | Reduce |
| AQR Capital Management history | 297.41K | $101.60M | 0.07% | Add |
| BNY Mellon history | 236.94K | $81.60M | 0.01% | Reduce |
| UBS Group AG history | 224.73K | $77.39M | 0.01% | Add |
| Bank of America Corp history | 213.47K | $73.52M | 0.01% | Reduce |
| Morgan Stanley history | 209.44K | $72.13M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 208.88K | $71.93M | 0.01% | Reduce |
| Point72 Asset Management history | 165.25K | $56.91M | 0.10% | Add |
| Arrowstreet Capital history | 89.51K | $30.83M | 0.02% | Reduce |
| Deutsche Bank AG history | 79.52K | $27.39M | 0.01% | Reduce |
| Balyasny Asset Management history | 72.22K | $24.87M | 0.03% | Reduce |
| Wells Fargo & Co history | 71.77K | $24.72M | 0.01% | Add |
| Goldman Sachs Group history | 70.03K | $24.12M | 0.00% | Reduce |
| Principal Global Investors history | 67.41K | $23.21M | 0.01% | Reduce |
| Legal & General Investment Management America history | 62.95K | $21.68M | 0.01% | Reduce |
| Renaissance Technologies history | 49.00K | $16.88M | 0.02% | Reduce |
| CPP Investments history | 34.02K | $11.72M | 0.01% | Reduce |
| D. E. Shaw & Co history | 27.99K | $9.64M | 0.01% | Reduce |
| Citadel Advisors history | 25.86K | $8.91M | 0.00% | Reduce |
| Lazard Asset Management history | 23.97K | $8.25M | 0.01% | Add |
| Prudential Financial history | 22.99K | $7.92M | 0.01% | Reduce |
| Manulife Financial history | 22.41K | $7.72M | 0.01% | Reduce |
| Bridgewater Associates history | 18.78K | $6.47M | 0.03% | Add |
| Franklin Resources history | 13.93K | $4.80M | 0.00% | Reduce |
| Janus Henderson Group history | 13.61K | $4.69M | 0.00% | Hold |
| Citigroup Inc history | 12.05K | $4.15M | 0.00% | Add |
| Markel Corp history | 9.75K | $3.36M | 0.03% | Hold |
| Two Sigma Investments history | 6.86K | $2.36M | 0.00% | Reduce |
| Amundi US history | 6.01K | $2.11M | 0.00% | New |
| Polen Capital Management history | 1.60K | $552.06K | 0.00% | Add |
| PNC Financial Services history | 1.59K | $548.64K | 0.00% | Add |
| T. Rowe Price Associates history | 303.20K | $104.42K | 0.01% | Add |
Q2 2025 — 42 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 3.11M | $926.57M | 0.01% | Hold |
| BlackRock Inc history | 2.86M | $852.69M | 0.02% | Reduce |
| Fidelity Management & Research (FMR) history | 1.81M | $539.10M | 0.03% | Reduce |
| Wellington Management Group history | 930.01K | $277.46M | 0.05% | Reduce |
| JPMorgan Chase & Co history | 840.51K | $250.76M | 0.04% | Add |
| Geode Capital Management history | 677.75K | $202.23M | 0.01% | Hold |
| Invesco Ltd history | 450.36K | $134.36M | 0.02% | Reduce |
| Fidelity International (FIL) history | 433.64K | $129.37M | 0.11% | Hold |
| Balyasny Asset Management history | 400.84K | $119.59M | 0.18% | New |
| Norges Bank Investment Management history | 387.46K | $115.59M | 0.01% | Add |
| Northern Trust Corp history | 316.19K | $94.33M | 0.01% | Reduce |
| Millennium Management history | 287.81K | $85.87M | 0.04% | Add |
| AQR Capital Management history | 254.46K | $75.92M | 0.06% | Reduce |
| BNY Mellon history | 250.02K | $74.59M | 0.01% | Reduce |
| Morgan Stanley history | 222.47K | $66.37M | 0.00% | Reduce |
| Bank of America Corp history | 215.77K | $64.37M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 211.02K | $62.96M | 0.01% | Reduce |
| Citadel Advisors history | 155.08K | $46.27M | 0.01% | Add |
| CDPQ (Caisse de Depot) history | 118.45K | $35.34M | 0.07% | Reduce |
| Arrowstreet Capital history | 102.68K | $30.63M | 0.02% | Reduce |
| Goldman Sachs Group history | 102.65K | $30.62M | 0.00% | Add |
| Deutsche Bank AG history | 81.41K | $24.29M | 0.01% | Add |
| Point72 Asset Management history | 69.61K | $20.77M | 0.04% | New |
| Principal Global Investors history | 69.41K | $20.71M | 0.01% | Reduce |
| Legal & General Investment Management America history | 67.53K | $20.15M | 0.01% | Add |
| Renaissance Technologies history | 64.60K | $19.27M | 0.03% | Add |
| D. E. Shaw & Co history | 57.80K | $17.24M | 0.01% | Add |
| Wells Fargo & Co history | 56.55K | $16.87M | 0.00% | Reduce |
| UBS Group AG history | 50.46K | $15.06M | 0.00% | Reduce |
| CPP Investments history | 40.70K | $12.14M | 0.01% | Reduce |
| Franklin Resources history | 27.05K | $8.07M | 0.00% | Reduce |
| Prudential Financial history | 25.22K | $7.52M | 0.01% | Reduce |
| Manulife Financial history | 23.35K | $6.97M | 0.01% | Reduce |
| Janus Henderson Group history | 13.61K | $4.06M | 0.00% | Hold |
| Citigroup Inc history | 11.41K | $3.40M | 0.00% | Reduce |
| Two Sigma Investments history | 11.03K | $3.29M | 0.01% | Add |
| Markel Corp history | 9.75K | $2.91M | 0.03% | Hold |
| Bridgewater Associates history | 8.31K | $2.48M | 0.01% | Reduce |
| Polen Capital Management history | 1.54K | $459.44K | 0.00% | New |
| PNC Financial Services history | 1.52K | $454.09K | 0.00% | Add |
| T. Rowe Price Associates history | 45.44K | $13.56K | 0.00% | Add |
| Lazard Asset Management history | 14.68K | $4.38K | 0.01% | Reduce |
Q1 2025 — 42 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.16M | $833.22M | 0.02% | Reduce |
| Vanguard Group history | 3.12M | $821.29M | 0.01% | Hold |
| Fidelity Management & Research (FMR) history | 2.10M | $551.86M | 0.04% | Add |
| Wellington Management Group history | 958.29K | $252.37M | 0.05% | Reduce |
| JPMorgan Chase & Co history | 790.02K | $208.05M | 0.03% | Reduce |
| Geode Capital Management history | 678.83K | $178.82M | 0.01% | Add |
| AQR Capital Management history | 613.22K | $157.91M | 0.16% | Add |
| Invesco Ltd history | 516.87K | $136.12M | 0.03% | Reduce |
| Fidelity International (FIL) history | 433.86K | $114.26M | 0.11% | Reduce |
| Northern Trust Corp history | 349.46K | $92.03M | 0.01% | Add |
| Prudential Financial history | 309.21K | $81.43M | 0.12% | Add |
| BNY Mellon history | 262.58K | $69.15M | 0.01% | Reduce |
| Morgan Stanley history | 244.83K | $64.48M | 0.01% | Reduce |
| Bank of America Corp history | 240.85K | $63.43M | 0.01% | Add |
| CDPQ (Caisse de Depot) history | 226.62K | $59.68M | 0.12% | Add |
| Charles Schwab Investment Management history | 213.84K | $56.31M | 0.01% | Add |
| UBS Group AG history | 211.56K | $55.71M | 0.01% | Reduce |
| Arrowstreet Capital history | 159.94K | $42.12M | 0.03% | Reduce |
| Franklin Resources history | 91.96K | $24.22M | 0.01% | Reduce |
| Goldman Sachs Group history | 76.54K | $20.16M | 0.00% | Add |
| Principal Global Investors history | 70.55K | $18.58M | 0.01% | Add |
| Deutsche Bank AG history | 67.73K | $17.84M | 0.01% | Add |
| Legal & General Investment Management America history | 66.94K | $17.63M | 0.01% | Add |
| Wells Fargo & Co history | 59.32K | $15.62M | 0.00% | Add |
| CPP Investments history | 54.70K | $14.41M | 0.01% | Add |
| Citadel Advisors history | 48.48K | $12.77M | 0.00% | Add |
| Bridgewater Associates history | 46.44K | $12.23M | 0.06% | Add |
| Renaissance Technologies history | 33.40K | $8.80M | 0.01% | Reduce |
| D. E. Shaw & Co history | 32.92K | $8.67M | 0.01% | Reduce |
| Manulife Financial history | 24.74K | $6.52M | 0.01% | Hold |
| Moore Capital Management history | 21.80K | $5.74M | 0.12% | New |
| Citigroup Inc history | 17.04K | $4.49M | 0.00% | Add |
| Janus Henderson Group history | 13.61K | $3.57M | 0.00% | Reduce |
| Two Sigma Investments history | 10.79K | $2.84M | 0.01% | Add |
| Ontario Teachers Pension Plan history | 10.63K | $2.80M | 0.04% | Reduce |
| Markel Corp history | 9.75K | $2.57M | 0.02% | Add |
| Millennium Management history | 7.79K | $2.05M | 0.00% | Reduce |
| Marshall Wace history | 3.30K | $869.05K | 0.00% | New |
| Amundi US history | 2.65K | $680.71K | 0.00% | Reduce |
| PNC Financial Services history | 1.40K | $369.49K | 0.00% | Add |
| T. Rowe Price Associates history | 41.05K | $10.81K | 0.00% | Add |
| Lazard Asset Management history | 32.06K | $8.44K | 0.01% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 713.05K sh · $262.65M
- CDPQ (Caisse de Depot) 4.44K sh · $1.67M
Fully Exited (vs previous quarter)
- Moore Capital Management sold 54.32K sh · $15.22M
- Balyasny Asset Management sold 30.07K sh · $8.43M
- Marshall Wace sold 24.93K sh · $6.99M
- Renaissance Technologies sold 1.94K sh · $543.63K
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) | 3.60M | 2.36M | 1.68M | 1.55M | 1.81M | 2.10M | 2.00M | 2.70M | 3.10M | 3.36M | 3.47M | 3.37M | 3.35M | 3.98M | 4.17M | 4.24M | 4.87M | 5.12M | 5.23M | 5.36M |
| BlackRock Inc | 2.98M | 3.06M | 2.90M | 2.83M | 2.86M | 3.16M | 3.24M | 3.29M | — | — | — | — | — | — | — | — | — | — | — | — |
| AQR Capital Management | 1.27M | 435.91K | 326.76K | 297.41K | 254.46K | 613.22K | 455.43K | 372.48K | 442.01K | 378.85K | 456.95K | 549.30K | 478.10K | 346.46K | 316.63K | 251.46K | 288.95K | 314.02K | 207.05K | 195.91K |
| Geode Capital Management | 768.42K | 576.45K | 570.09K | 549.23K | 677.75K | 678.83K | 644.11K | 626.81K | 592.78K | 561.66K | 535.40K | 522.40K | 517.33K | 501.54K | 509.06K | 511.30K | 527.24K | 474.12K | 472.05K | 446.72K |
| JPMorgan Chase & Co | 713.05K | — | 601.18K | 711.78K | 840.51K | 790.02K | 921.48K | 1.01M | 1.04M | 1.05M | 1.08M | 1.08M | 1.09M | 990.66K | 1.35M | 1.40M | 1.42M | 1.49M | 1.52M | 1.65M |
| Wellington Management Group | 658.21K | 763.04K | 788.04K | 895.70K | 930.01K | 958.29K | 1.12M | 1.01M | 1.17M | 1.10M | 1.15M | 1.10M | 941.98K | 1.07M | 1.05M | 1.23M | 1.31M | 1.21M | 1.01M | 345.65K |
| UBS Group AG | 515.77K | 224.66K | 308.67K | 224.73K | 50.46K | 211.56K | 412.89K | 14.01K | 22.09K | 36.87K | 13.57K | 70.58K | 80.86K | 4.96K | 4.92K | 3.36K | 32.08K | 32.08K | 2.06K | 2.05K |
| Fidelity International (FIL) | 423.76K | 424.61K | 429.73K | 430.21K | 433.64K | 433.86K | 436.06K | 426.55K | 426.55K | 426.55K | 427.01K | 424.63K | 424.63K | 423.06K | 414.27K | 411.81K | 412.91K | 412.91K | 579.62K | 921.96K |
| Goldman Sachs Group | 382.23K | 201.76K | 72.52K | 70.03K | 102.65K | 76.54K | 65.40K | 73.29K | 91.15K | 86.71K | 99.57K | 80.69K | 110.24K | 125.84K | 154.66K | 127.35K | 120.34K | 149.76K | 201.90K | 191.88K |
| Morgan Stanley | 363.27K | 264.21K | 269.10K | 209.44K | 222.47K | 244.83K | 250.95K | 208.50K | 222.97K | 260.12K | 180.84K | 673.52K | 1.17M | 1.16M | 1.20M | 166.29K | 175.52K | 57.92K | 67.25K | 201.78K |
| Norges Bank Investment Management | 316.97K | — | 385.37K | — | 387.46K | — | 377.35K | — | 362.46K | — | 335.33K | — | — | — | 342.57K | — | — | — | — | — |
| Northern Trust Corp | 294.38K | 296.33K | 293.94K | 309.13K | 316.19K | 349.46K | 345.62K | 311.06K | 322.88K | 292.27K | 325.07K | 324.07K | 341.02K | 347.12K | 348.42K | 324.09K | 345.70K | 344.09K | 354.47K | 372.31K |
| Bank of America Corp | 281.47K | 283.46K | 178.47K | 213.47K | 215.77K | 240.85K | 227.58K | 254.55K | 277.30K | 324.11K | 284.10K | 440.40K | 290.21K | 320.73K | 263.06K | 248.71K | 239.38K | 244.41K | 229.38K | 229.04K |
| Arrowstreet Capital | 259.22K | 213.80K | 113.77K | 89.51K | 102.68K | 159.94K | 216.01K | 63.20K | 53.59K | — | — | — | 26.82K | — | — | 3.13K | 4.47K | — | 125.60K | — |
| Charles Schwab Investment Management | 219.84K | 219.83K | 209.99K | 208.88K | 211.02K | 213.84K | 208.68K | 211.91K | 211.48K | 211.27K | 212.78K | 208.11K | 206.98K | 208.35K | 208.72K | 203.59K | 208.57K | 207.57K | 200.94K | 201.49K |
| BNY Mellon | 204.99K | 229.55K | 231.14K | 236.94K | 250.02K | 262.58K | 267.15K | 271.59K | 299.86K | 315.65K | 330.01K | 322.88K | 338.60K | 360.28K | 367.43K | 361.68K | 361.47K | 358.29K | 366.45K | 385.14K |
| D. E. Shaw & Co | 197.58K | 204.40K | 33.87K | 27.99K | 57.80K | 32.92K | 57.01K | 82.98K | 84.83K | 79.36K | 101.85K | 173.72K | 91.08K | 75.94K | 88.11K | 113.04K | 99.81K | 118.63K | 164.57K | 129.87K |
| Citadel Advisors | 124.25K | 30.23K | 53.59K | 25.86K | 155.08K | 48.48K | 16.08K | 146.66K | 88.43K | 268.10K | 168.08K | 112.58K | 133.16K | 54.99K | 199.34K | 268.50K | 300.44K | 347.04K | 398.17K | 271.57K |
| Invesco Ltd | 104.03K | 118.08K | 264.00K | 467.04K | 450.36K | 516.87K | 603.45K | 541.68K | 527.89K | 538.22K | 223.38K | 154.91K | 117.96K | 101.72K | 150.41K | 86.86K | 159.08K | 147.03K | 138.85K | 164.13K |
| Deutsche Bank AG | 87.84K | 86.27K | 87.27K | 79.52K | 81.41K | 67.73K | 67.28K | 64.28K | 69.08K | 114.10K | 158.16K | 144.55K | 181.18K | 169.87K | 200.35K | 222.13K | 228.28K | 322.31K | 339.56K | 255.63K |
▲ 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