BANR — BANNER CORP
Reported value held$1.15B
Funds holding (latest)40
SectorFinancials
Funds holding (Q2 2026)35
Institutional value$905.83M · 13.68M sh
New / Add / Cut / Exit2 / 22 / 10 / 1
Top-5 / Top-10 concentration64.7% / 79.0%
Institutional holdings change
Reducing -1.8%
(-247.00K sh)
Institutional value change
Up +7.5%
As of Q2 2026, 35 SEC-registered investment managers reported holding BANR (BANNER CORP) in their latest 13F filings, with a combined reported value of $905.83M across 13.68M shares. That is -1.8% by share count (-247.00K shares) versus the previous quarter, while reported value moved +7.5%. Ownership is concentrated: the five largest holders account for 64.7% of reported value and the top ten for 79.0%.
Compared with the prior quarter, 2 opened new positions, 22 added to existing stakes, 10 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BANR 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 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.94M | $328.49M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 1.32M | $87.73M | 0.01% | Add |
| Geode Capital Management history | 905.16K | $60.15M | 0.00% | Add |
| Wellington Management Group history | 903.28K | $60.01M | 0.01% | Reduce |
| Manulife Financial history | 753.99K | $50.09M | 0.04% | Reduce |
| Millennium Management history | 500.75K | $33.27M | 0.01% | Reduce |
| Northern Trust Corp history | 469.41K | $31.19M | 0.00% | Add |
| Morgan Stanley history | 339.53K | $22.56M | 0.00% | Add |
| Two Sigma Investments history | 323.29K | $21.48M | 0.02% | Reduce |
| BNY Mellon history | 308.67K | $20.51M | 0.00% | Add |
| Goldman Sachs Group history | 274.85K | $18.26M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 267.81K | $17.79M | 0.00% | Add |
| Lazard Asset Management history | 266.32K | $17.69M | 0.03% | New |
| Principal Global Investors history | 219.15K | $14.56M | 0.01% | Add |
| AQR Capital Management history | 213.59K | $14.19M | 0.01% | Add |
| D. E. Shaw & Co history | 210.76K | $14.00M | 0.01% | Add |
| Invesco Ltd history | 187.10K | $12.43M | 0.00% | Add |
| Citadel Advisors history | 186.65K | $12.40M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 173.05K | $11.57M | 0.00% | New |
| UBS Group AG history | 157.44K | $10.46M | 0.00% | Reduce |
| Bank of America Corp history | 152.32K | $10.12M | 0.00% | Reduce |
| PSP Investments history | 116.74K | $7.76M | 0.02% | Reduce |
| Wells Fargo & Co history | 80.33K | $5.34M | 0.00% | Add |
| Legal & General Investment Management America history | 78.45K | $5.21M | 0.00% | Add |
| Franklin Resources history | 48.80K | $3.24M | 0.00% | Add |
| Prudential Financial history | 41.00K | $2.72M | 0.00% | Add |
| Balyasny Asset Management history | 38.07K | $2.53M | 0.00% | Add |
| Citigroup Inc history | 37.69K | $2.50M | 0.00% | Add |
| Deutsche Bank AG history | 37.01K | $2.46M | 0.00% | Add |
| Arrowstreet Capital history | 32.68K | $2.17M | 0.00% | Add |
| Point72 Asset Management history | 21.85K | $1.45M | 0.01% | Reduce |
| Amundi US history | 14.90K | $990.00K | 0.00% | Add |
| CPP Investments history | 4.10K | $272.40K | 0.00% | Hold |
| PNC Financial Services history | 3.15K | $209.42K | 0.00% | Add |
| T. Rowe Price Associates history | 46.83K | $3.11K | 0.00% | Add |
Q1 2026 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.00M | $303.37M | 0.01% | Add |
| Charles Schwab Investment Management history | 1.22M | $73.88M | 0.01% | Reduce |
| Wellington Management Group history | 1.02M | $62.04M | 0.01% | Add |
| Manulife Financial history | 905.45K | $54.94M | 0.05% | Reduce |
| Geode Capital Management history | 862.33K | $52.34M | 0.00% | Add |
| UBS Group AG history | 795.05K | $48.24M | 0.01% | Add |
| Millennium Management history | 545.47K | $33.10M | 0.01% | Add |
| Northern Trust Corp history | 445.01K | $27.00M | 0.00% | Add |
| Two Sigma Investments history | 412.30K | $25.02M | 0.02% | Add |
| BNY Mellon history | 304.43K | $18.47M | 0.00% | Reduce |
| Morgan Stanley history | 290.09K | $17.60M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 259.85K | $15.77M | 0.00% | Add |
| Goldman Sachs Group history | 243.41K | $14.77M | 0.00% | Reduce |
| Citadel Advisors history | 222.51K | $13.50M | 0.00% | Reduce |
| Principal Global Investors history | 216.22K | $13.12M | 0.01% | Add |
| D. E. Shaw & Co history | 190.59K | $11.57M | 0.01% | Add |
| Invesco Ltd history | 176.08K | $10.68M | 0.00% | Add |
| Bank of America Corp history | 171.44K | $10.40M | 0.00% | Add |
| PSP Investments history | 122.02K | $7.40M | 0.02% | Add |
| AQR Capital Management history | 87.40K | $5.30M | 0.00% | Add |
| Legal & General Investment Management America history | 77.48K | $4.70M | 0.00% | Reduce |
| Wells Fargo & Co history | 55.39K | $3.36M | 0.00% | Reduce |
| Point72 Asset Management history | 51.84K | $3.15M | 0.00% | Reduce |
| Franklin Resources history | 47.17K | $2.86M | 0.00% | Add |
| Prudential Financial history | 34.86K | $2.12M | 0.00% | Add |
| Deutsche Bank AG history | 33.15K | $2.01M | 0.00% | Add |
| Citigroup Inc history | 30.67K | $1.86M | 0.00% | Reduce |
| Arrowstreet Capital history | 18.86K | $1.14M | 0.00% | Add |
| Janus Henderson Group history | 15.07K | $914.79K | 0.00% | Hold |
| Amundi US history | 14.76K | $895.59K | 0.00% | Add |
| Balyasny Asset Management history | 11.76K | $713.54K | 0.00% | Add |
| CPP Investments history | 4.10K | $248.79K | 0.00% | Hold |
| PNC Financial Services history | 3.09K | $187.74K | 0.00% | Hold |
| T. Rowe Price Associates history | 38.87K | $2.36K | 0.00% | Add |
Q4 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.96M | $310.81M | 0.01% | Add |
| Vanguard Group history | 3.84M | $240.44M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.45M | $90.78M | 0.01% | Hold |
| Manulife Financial history | 920.52K | $57.68M | 0.05% | Reduce |
| Geode Capital Management history | 840.45K | $52.67M | 0.00% | Reduce |
| UBS Group AG history | 454.81K | $28.50M | 0.01% | Add |
| Millennium Management history | 446.88K | $28.00M | 0.01% | Add |
| Northern Trust Corp history | 431.66K | $27.05M | 0.00% | Reduce |
| Morgan Stanley history | 369.12K | $23.13M | 0.00% | Add |
| Goldman Sachs Group history | 366.69K | $22.98M | 0.00% | Add |
| BNY Mellon history | 320.61K | $20.09M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 255.66K | $16.02M | 0.00% | Add |
| Citadel Advisors history | 233.67K | $14.64M | 0.00% | New |
| Wellington Management Group history | 231.37K | $14.50M | 0.00% | Reduce |
| Principal Global Investors history | 206.07K | $12.91M | 0.01% | Add |
| Invesco Ltd history | 149.39K | $9.36M | 0.00% | Reduce |
| Bank of America Corp history | 136.76K | $8.57M | 0.00% | Reduce |
| Two Sigma Investments history | 129.49K | $8.11M | 0.01% | Reduce |
| PSP Investments history | 117.93K | $7.39M | 0.03% | Reduce |
| Legal & General Investment Management America history | 84.73K | $5.31M | 0.00% | Reduce |
| Wells Fargo & Co history | 79.42K | $4.98M | 0.00% | Add |
| Point72 Asset Management history | 78.04K | $4.89M | 0.01% | New |
| JPMorgan Chase & Co history | 75.88K | $4.75M | 0.00% | Add |
| D. E. Shaw & Co history | 50.00K | $3.13M | 0.00% | New |
| AQR Capital Management history | 45.84K | $2.87M | 0.00% | Add |
| Prudential Financial history | 32.40K | $2.03M | 0.00% | Reduce |
| Citigroup Inc history | 31.84K | $2.00M | 0.00% | Reduce |
| Deutsche Bank AG history | 29.84K | $1.87M | 0.00% | Add |
| Arrowstreet Capital history | 17.17K | $1.08M | 0.00% | New |
| Janus Henderson Group history | 15.07K | $943.88K | 0.00% | Hold |
| Amundi US history | 9.02K | $565.16K | 0.00% | Add |
| Franklin Resources history | 7.71K | $482.92K | 0.00% | Add |
| Balyasny Asset Management history | 4.91K | $307.60K | 0.00% | Add |
| CPP Investments history | 4.10K | $256.91K | 0.00% | New |
| PNC Financial Services history | 3.11K | $194.75K | 0.00% | Hold |
| T. Rowe Price Associates history | 33.79K | $2.12K | 0.00% | Add |
Q3 2025 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.92M | $321.95M | 0.01% | Reduce |
| Vanguard Group history | 3.79M | $248.44M | 0.00% | Reduce |
| Wellington Management Group history | 1.47M | $96.24M | 0.02% | Reduce |
| Charles Schwab Investment Management history | 1.44M | $94.44M | 0.01% | Hold |
| Manulife Financial history | 940.63K | $61.61M | 0.05% | Reduce |
| Geode Capital Management history | 845.03K | $55.36M | 0.00% | Reduce |
| Northern Trust Corp history | 456.30K | $29.89M | 0.00% | Hold |
| Millennium Management history | 340.21K | $22.28M | 0.01% | Add |
| BNY Mellon history | 328.20K | $21.50M | 0.00% | Reduce |
| Morgan Stanley history | 269.24K | $17.64M | 0.00% | Reduce |
| Goldman Sachs Group history | 228.16K | $14.94M | 0.00% | Add |
| Principal Global Investors history | 194.32K | $12.73M | 0.01% | Reduce |
| Two Sigma Investments history | 173.74K | $11.38M | 0.02% | Add |
| Fidelity Management & Research (FMR) history | 167.00K | $10.94M | 0.00% | Hold |
| Invesco Ltd history | 154.98K | $10.15M | 0.00% | Reduce |
| Bank of America Corp history | 147.14K | $9.64M | 0.00% | Add |
| PSP Investments history | 134.93K | $8.84M | 0.03% | Add |
| UBS Group AG history | 133.28K | $8.73M | 0.00% | Add |
| Legal & General Investment Management America history | 89.83K | $5.88M | 0.00% | Reduce |
| Wells Fargo & Co history | 73.99K | $4.85M | 0.00% | Add |
| JPMorgan Chase & Co history | 70.01K | $4.59M | 0.00% | Add |
| Citigroup Inc history | 58.98K | $3.86M | 0.00% | Reduce |
| Prudential Financial history | 34.91K | $2.29M | 0.00% | Reduce |
| AQR Capital Management history | 32.95K | $2.16M | 0.00% | Add |
| Deutsche Bank AG history | 28.59K | $1.87M | 0.00% | Add |
| Janus Henderson Group history | 15.07K | $986.84K | 0.00% | Hold |
| Amundi US history | 6.88K | $435.70K | 0.00% | Add |
| Franklin Resources history | 6.57K | $430.47K | 0.00% | Add |
| Balyasny Asset Management history | 4.52K | $296.26K | 0.00% | Add |
| PNC Financial Services history | 3.11K | $203.90K | 0.00% | Hold |
| T. Rowe Price Associates history | 31.89K | $2.09K | 0.00% | Add |
Q2 2025 — 46 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.99M | $320.36M | 0.01% | Reduce |
| BlackRock Inc history | 4.99M | $320.36M | 0.01% | Reduce |
| Vanguard Group history | 3.82M | $244.81M | 0.00% | Reduce |
| Wellington Management Group history | 1.69M | $108.66M | 0.02% | Reduce |
| Charles Schwab Investment Management history | 1.44M | $92.14M | 0.02% | Hold |
| Manulife Financial history | 1.01M | $64.88M | 0.06% | Add |
| Geode Capital Management history | 866.91K | $55.62M | 0.00% | Hold |
| Northern Trust Corp history | 456.73K | $29.30M | 0.00% | Reduce |
| BNY Mellon history | 335.66K | $21.53M | 0.00% | Reduce |
| Invesco Ltd history | 300.88K | $19.30M | 0.00% | Add |
| Morgan Stanley history | 274.79K | $17.63M | 0.00% | Add |
| Morgan Stanley history | 274.79K | $17.63M | 0.00% | Add |
| Millennium Management history | 255.41K | $16.38M | 0.01% | Add |
| Principal Global Investors history | 204.10K | $13.09M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 166.82K | $10.70M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 166.82K | $10.70M | 0.00% | Reduce |
| Goldman Sachs Group history | 131.10K | $8.41M | 0.00% | Reduce |
| Goldman Sachs Group history | 131.10K | $8.41M | 0.00% | Reduce |
| Bank of America Corp history | 123.60K | $7.93M | 0.00% | Add |
| UBS Group AG history | 121.63K | $7.80M | 0.00% | Reduce |
| PSP Investments history | 117.86K | $7.56M | 0.03% | Add |
| Citigroup Inc history | 101.92K | $6.54M | 0.00% | Reduce |
| Legal & General Investment Management America history | 93.75K | $6.01M | 0.00% | Add |
| JPMorgan Chase & Co history | 66.04K | $4.24M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 66.04K | $4.24M | 0.00% | Reduce |
| Two Sigma Investments history | 42.60K | $2.73M | 0.01% | Add |
| Two Sigma Investments history | 42.60K | $2.73M | 0.01% | Add |
| Prudential Financial history | 35.96K | $2.31M | 0.00% | Add |
| AQR Capital Management history | 32.38K | $2.08M | 0.00% | Add |
| Wells Fargo & Co history | 29.09K | $1.87M | 0.00% | Add |
| Citadel Advisors history | 24.71K | $1.59M | 0.00% | Reduce |
| Citadel Advisors history | 24.71K | $1.59M | 0.00% | Reduce |
| Deutsche Bank AG history | 24.18K | $1.55M | 0.00% | Reduce |
| Deutsche Bank AG history | 24.18K | $1.55M | 0.00% | Reduce |
| Norges Bank Investment Management history | 21.79K | $1.40M | 0.00% | Reduce |
| Norges Bank Investment Management history | 21.79K | $1.40M | 0.00% | Reduce |
| Arrowstreet Capital history | 17.38K | $1.11M | 0.00% | Add |
| Janus Henderson Group history | 15.07K | $967.17K | 0.00% | Hold |
| Marshall Wace history | 8.44K | $541.55K | 0.00% | New |
| Amundi US history | 6.22K | $418.22K | 0.00% | Reduce |
| Franklin Resources history | 5.40K | $346.67K | 0.00% | Hold |
| Balyasny Asset Management history | 4.47K | $286.62K | 0.00% | New |
| Renaissance Technologies history | 3.80K | $243.77K | 0.00% | New |
| Renaissance Technologies history | 3.80K | $243.77K | 0.00% | New |
| PNC Financial Services history | 3.12K | $200.28K | 0.00% | Hold |
| T. Rowe Price Associates history | 29.66K | $1.90K | 0.00% | Add |
Q1 2025 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.03M | $320.87M | 0.01% | Add |
| BlackRock Inc history | 5.03M | $320.87M | 0.01% | Add |
| Vanguard Group history | 3.97M | $253.15M | 0.01% | Reduce |
| Wellington Management Group history | 1.76M | $112.35M | 0.02% | Reduce |
| Charles Schwab Investment Management history | 1.44M | $91.78M | 0.02% | Add |
| Geode Capital Management history | 862.99K | $55.04M | 0.00% | Add |
| Manulife Financial history | 845.79K | $53.94M | 0.05% | Add |
| Northern Trust Corp history | 482.37K | $30.76M | 0.01% | Reduce |
| BNY Mellon history | 341.61K | $21.78M | 0.00% | Reduce |
| Morgan Stanley history | 271.18K | $17.29M | 0.00% | Reduce |
| Morgan Stanley history | 271.18K | $17.29M | 0.00% | Reduce |
| Invesco Ltd history | 249.30K | $15.90M | 0.00% | Add |
| JPMorgan Chase & Co history | 223.51K | $14.25M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 223.51K | $14.25M | 0.00% | Reduce |
| UBS Group AG history | 201.96K | $12.88M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 185.45K | $11.83M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 185.45K | $11.83M | 0.00% | Add |
| Goldman Sachs Group history | 182.62K | $11.65M | 0.00% | Reduce |
| Goldman Sachs Group history | 182.62K | $11.65M | 0.00% | Reduce |
| Principal Global Investors history | 171.59K | $10.94M | 0.01% | Add |
| Millennium Management history | 157.44K | $10.04M | 0.01% | Reduce |
| PSP Investments history | 109.29K | $6.97M | 0.03% | Add |
| Bank of America Corp history | 106.60K | $6.80M | 0.00% | Add |
| Citigroup Inc history | 105.17K | $6.71M | 0.00% | Add |
| Legal & General Investment Management America history | 92.37K | $5.89M | 0.00% | Reduce |
| Deutsche Bank AG history | 45.30K | $2.89M | 0.00% | Reduce |
| Deutsche Bank AG history | 45.30K | $2.89M | 0.00% | Reduce |
| Prudential Financial history | 33.88K | $2.16M | 0.00% | Reduce |
| Citadel Advisors history | 30.68K | $1.96M | 0.00% | Reduce |
| Citadel Advisors history | 30.68K | $1.96M | 0.00% | Reduce |
| AQR Capital Management history | 29.71K | $1.89M | 0.00% | Add |
| Wells Fargo & Co history | 25.61K | $1.63M | 0.00% | Add |
| Two Sigma Investments history | 23.19K | $1.48M | 0.00% | Reduce |
| Two Sigma Investments history | 23.19K | $1.48M | 0.00% | Reduce |
| Janus Henderson Group history | 15.07K | $961.37K | 0.00% | Hold |
| Amundi US history | 15.19K | $892.59K | 0.00% | Reduce |
| Arrowstreet Capital history | 11.31K | $721.24K | 0.00% | Reduce |
| Franklin Resources history | 5.39K | $344.04K | 0.00% | Reduce |
| PNC Financial Services history | 3.11K | $198.26K | 0.00% | Hold |
| T. Rowe Price Associates history | 26.89K | $1.72K | 0.00% | Add |
New Positions (Q2 2026)
- Lazard Asset Management 266.32K sh · $17.69M
- JPMorgan Chase & Co 173.05K sh · $11.57M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 15.07K sh · $914.79K
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 | 4.94M | 5.00M | 4.96M | 4.92M | 4.99M | 5.03M | 4.94M | 5.04M | — | — | — | — | — | — | — | — | — | — | — | — |
| Charles Schwab Investment Management | 1.32M | 1.22M | 1.45M | 1.44M | 1.44M | 1.44M | 1.38M | 1.33M | 1.29M | 1.26M | 988.43K | 966.98K | 924.11K | 881.84K | 919.84K | 842.95K | 777.81K | 731.16K | 685.30K | 664.03K |
| Geode Capital Management | 905.16K | 862.33K | 840.45K | 845.03K | 866.91K | 862.99K | 820.17K | 823.76K | 811.96K | 783.75K | 764.33K | 730.37K | 706.05K | 681.13K | 658.58K | 633.26K | 625.75K | 628.43K | 647.86K | 613.03K |
| Wellington Management Group | 903.28K | 1.02M | 231.37K | 1.47M | 1.69M | 1.76M | 1.77M | 1.79M | 1.59M | 840.02K | 152.48K | 158.15K | 305.81K | 398.65K | 528.50K | 529.00K | 299.62K | 344.53K | — | — |
| Manulife Financial | 753.99K | 905.45K | 920.52K | 940.63K | 1.01M | 845.79K | 757.73K | 789.98K | 795.93K | 672.03K | 820.51K | 750.37K | 752.42K | 569.51K | 460.00K | 381.33K | 348.06K | 347.55K | 356.84K | 359.02K |
| Millennium Management | 500.75K | 545.47K | 446.88K | 340.21K | 255.41K | 157.44K | 426.30K | 475.44K | 277.94K | 333.44K | 390.18K | 429.55K | 781.64K | 725.39K | 528.53K | 405.15K | 469.00K | 98.46K | 29.31K | 19.47K |
| Northern Trust Corp | 469.41K | 445.01K | 431.66K | 456.30K | 456.73K | 482.37K | 487.95K | 417.41K | 419.32K | 431.08K | 456.31K | 441.97K | 442.33K | 436.17K | 440.47K | 438.83K | 442.90K | 436.93K | 452.21K | 469.86K |
| Morgan Stanley | 339.53K | 290.09K | 369.12K | 269.24K | 274.79K | 271.18K | 311.98K | 315.14K | 283.80K | 293.54K | 336.09K | 323.91K | 312.46K | 366.26K | 261.04K | 245.32K | 263.36K | 139.03K | 204.52K | 138.26K |
| Two Sigma Investments | 323.29K | 412.30K | 129.49K | 173.74K | 42.60K | 23.19K | 26.62K | 70.66K | 124.66K | 98.64K | 88.47K | 157.07K | 158.05K | 62.88K | 30.60K | 16.13K | 40.34K | — | 6.32K | 29.48K |
| BNY Mellon | 308.67K | 304.43K | 320.61K | 328.20K | 335.66K | 341.61K | 354.11K | 397.67K | 432.40K | 421.12K | 431.91K | 434.08K | 575.13K | 675.74K | 747.62K | 761.72K | 772.39K | 812.78K | 802.76K | 863.90K |
| Goldman Sachs Group | 274.85K | 243.41K | 366.69K | 228.16K | 131.10K | 182.62K | 688.31K | 757.40K | 650.31K | 700.27K | 700.25K | 680.21K | 734.78K | 736.75K | 754.12K | 780.31K | 890.56K | 1.15M | 1.26M | 1.21M |
| Fidelity Management & Research (FMR) | 267.81K | 259.85K | 255.66K | 167.00K | 166.82K | 185.45K | 175.88K | 166.12K | 33.53K | 30.45K | 35.50K | 28.93K | 36.69K | 29.11K | 28.94K | 28.82K | 39.81K | 39.76K | 790 | 736 |
| Lazard Asset Management | 266.32K | — | — | — | — | — | — | — | — | — | — | — | 619 | — | 926 | 31.16K | 31.08K | 30.73K | 53.73K | — |
| Principal Global Investors | 219.15K | 216.22K | 206.07K | 194.32K | 204.10K | 171.59K | 167.09K | 162.43K | 169.92K | 178.31K | 179.01K | 185.39K | 195.39K | 206.79K | 208.97K | 210.88K | 212.39K | 226.33K | 228.16K | 235.89K |
| AQR Capital Management | 213.59K | 87.40K | 45.84K | 32.95K | 32.38K | 29.71K | 24.84K | 50.75K | 71.92K | 33.64K | 32.42K | 21.80K | — | 6.77K | 22.04K | 27.70K | 20.59K | 21.25K | 18.77K | 20.87K |
| D. E. Shaw & Co | 210.76K | 190.59K | 50.00K | — | — | — | 3.70K | 27.55K | 100.97K | 74.76K | 77.74K | 69.89K | 42.77K | 36.15K | 34.94K | 35.63K | 51.88K | 61.74K | 60.09K | 91.63K |
| Invesco Ltd | 187.10K | 176.08K | 149.39K | 154.98K | 300.88K | 249.30K | 134.06K | 131.42K | 128.07K | 129.79K | 110.14K | 112.34K | 188.91K | 192.66K | 211.91K | 301.32K | 210.13K | 221.58K | 174.83K | 138.99K |
| Citadel Advisors | 186.65K | 222.51K | 233.67K | — | 24.71K | 30.68K | 38.06K | — | 13.23K | 27.35K | 5.40K | 9.49K | 18.76K | 21.80K | 194.14K | 185.82K | 203.21K | 119.22K | 282.82K | 261.80K |
| JPMorgan Chase & Co | 173.05K | — | 75.88K | 70.01K | 66.04K | 223.51K | 396.91K | 409.88K | 380.71K | 266.33K | 292.78K | 347.65K | 375.24K | 334.58K | 213.71K | 298.44K | 189.98K | 265.20K | 283.81K | 191.62K |
| UBS Group AG | 157.44K | 795.05K | 454.81K | 133.28K | 121.63K | 201.96K | 284.08K | 31.49K | 36.30K | 29.62K | 21.34K | 9.14K | 16.47K | 19.67K | 15.33K | 10.23K | 714 | 15.34K | 24.61K | 17.30K |
▲ 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