BOX — BOX INC
Reported value held$1.45B
Funds holding (latest)49
SectorTechnology
Funds holding (Q2 2026)37
Institutional value$788.98M · 103.51M sh
New / Add / Cut / Exit1 / 20 / 15 / 5
Top-5 / Top-10 concentration57.4% / 78.1%
Institutional holdings change
Accumulating +5.6%
(+5.50M sh)
Institutional value change
Down -8.9%
As of Q2 2026, 37 SEC-registered investment managers reported holding BOX (BOX INC) in their latest 13F filings, with a combined reported value of $788.98M across 103.51M shares. That is +5.6% by share count (+5.50M shares) versus the previous quarter, while reported value moved -8.9%. Ownership is concentrated: the five largest holders account for 57.4% of reported value and the top ten for 78.1%.
Compared with the prior quarter, 1 opened new positions, 20 added to existing stakes, 15 trimmed, 5 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BOX 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 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Arrowstreet Capital history | 4.31M | $114.49M | 0.05% | Reduce |
| Citadel Advisors history | 4.00M | $106.28M | 0.01% | Add |
| Geode Capital Management history | 3.63M | $96.35M | 0.01% | Add |
| Bank of America Corp history | 3.47M | $92.00M | 0.01% | Add |
| Charles Schwab Investment Management history | 1.64M | $43.58M | 0.01% | Add |
| Northern Trust Corp history | 1.53M | $40.67M | 0.01% | Add |
| Two Sigma Investments history | 1.50M | $39.85M | 0.03% | Add |
| MFS Investment Management history | 1.23M | $33.42M | 0.01% | Reduce |
| Principal Global Investors history | 1.02M | $27.15M | 0.01% | Add |
| BNY Mellon history | 1.02M | $22.01M | 0.00% | Reduce |
| BlackRock Inc history | 18.58M | $18.13M | 0.00% | Add |
| Invesco Ltd history | 660.50K | $17.53M | 0.00% | Reduce |
| Wellington Management Group history | 515.93K | $13.69M | 0.00% | Add |
| PSP Investments history | 475.66K | $12.62M | 0.03% | Reduce |
| Morgan Stanley history | 10.57M | $10.32M | 0.00% | Reduce |
| AQR Capital Management history | 355.61K | $9.44M | 0.00% | Add |
| Marshall Wace history | 346.83K | $9.20M | 0.01% | Reduce |
| Legal & General Investment Management America history | 314.64K | $8.35M | 0.00% | Reduce |
| Millennium Management history | 8.50M | $8.32M | 0.00% | Add |
| Wells Fargo & Co history | 300.16K | $7.97M | 0.00% | Add |
| Citigroup Inc history | 258.49K | $6.86M | 0.00% | Add |
| JPMorgan Chase & Co history | 6.99M | $6.83M | 0.00% | New |
| Fidelity Management & Research (FMR) history | 254.70K | $6.76M | 0.00% | Reduce |
| D. E. Shaw & Co history | 213.47K | $5.67M | 0.00% | Reduce |
| Point72 Asset Management history | 193.54K | $5.14M | 0.01% | Reduce |
| Norges Bank Investment Management history | 189.22K | $5.02M | 0.00% | Reduce |
| Prudential Financial history | 186.86K | $4.96M | 0.01% | Reduce |
| UBS Group AG history | 5.00M | $4.88M | 0.00% | Add |
| Deutsche Bank AG history | 150.83K | $4.00M | 0.00% | Add |
| Amundi US history | 142.02K | $3.77M | 0.00% | Reduce |
| Manulife Financial history | 67.44K | $1.79M | 0.00% | Add |
| CPP Investments history | 27.00K | $716.58K | 0.00% | Reduce |
| Franklin Resources history | 510.00K | $499.04K | 0.00% | Add |
| PNC Financial Services history | 16.20K | $429.87K | 0.00% | Add |
| Lazard Asset Management history | 25.12M | $245.85K | 0.00% | Add |
| Goldman Sachs Group history | 15.00K | $14.64K | 0.00% | Hold |
| T. Rowe Price Associates history | 189.44K | $5.03K | 0.00% | Add |
Q1 2026 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Arrowstreet Capital history | 4.92M | $116.28M | 0.06% | Add |
| Geode Capital Management history | 3.53M | $83.56M | 0.01% | Add |
| Bank of America Corp history | 3.35M | $79.22M | 0.01% | Reduce |
| UBS Group AG history | 3.03M | $71.62M | 0.01% | Add |
| Marshall Wace history | 2.63M | $62.18M | 0.06% | Add |
| Citadel Advisors history | 2.51M | $59.45M | 0.01% | Add |
| Charles Schwab Investment Management history | 1.57M | $37.01M | 0.01% | Add |
| Northern Trust Corp history | 1.47M | $34.79M | 0.01% | Add |
| MFS Investment Management history | 1.29M | $31.22M | 0.01% | Add |
| Two Sigma Investments history | 1.26M | $29.80M | 0.03% | Add |
| Moore Capital Management history | 31.50M | $28.98M | 0.60% | New |
| Janus Henderson Group history | 1.15M | $27.14M | 0.01% | Add |
| Principal Global Investors history | 1.01M | $23.90M | 0.01% | Add |
| BNY Mellon history | 1.09M | $21.15M | 0.00% | Reduce |
| Millennium Management history | 778.82K | $18.41M | 0.01% | Add |
| PSP Investments history | 707.37K | $16.72M | 0.05% | Add |
| Invesco Ltd history | 664.41K | $15.71M | 0.00% | Add |
| BlackRock Inc history | 15.65M | $14.35M | 0.00% | Add |
| Point72 Asset Management history | 600.58K | $14.20M | 0.02% | Reduce |
| D. E. Shaw & Co history | 525.92K | $12.43M | 0.01% | Add |
| Morgan Stanley history | 13.22M | $12.11M | 0.00% | Add |
| Legal & General Investment Management America history | 330.16K | $7.81M | 0.00% | Reduce |
| Prudential Financial history | 304.00K | $7.19M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 276.80K | $6.54M | 0.00% | Add |
| Citigroup Inc history | 244.41K | $5.78M | 0.00% | Add |
| CPP Investments history | 231.10K | $5.46M | 0.00% | Reduce |
| Wells Fargo & Co history | 230.01K | $5.44M | 0.00% | Add |
| Amundi US history | 150.94K | $3.57M | 0.00% | Add |
| Deutsche Bank AG history | 133.29K | $3.15M | 0.00% | Reduce |
| AQR Capital Management history | 110.05K | $2.60M | 0.00% | Add |
| Franklin Resources history | 102.17K | $2.42M | 0.00% | Add |
| Balyasny Asset Management history | 71.54K | $1.69M | 0.00% | New |
| Manulife Financial history | 63.27K | $1.50M | 0.00% | Reduce |
| Renaissance Technologies history | 61.31K | $1.45M | 0.00% | Reduce |
| PNC Financial Services history | 14.02K | $331.38K | 0.00% | Add |
| Royce & Associates history | 11.93K | $281.93K | 0.00% | New |
| Wellington Management Group history | 10.11K | $239.05K | 0.00% | New |
| Lazard Asset Management history | 3.02M | $27.80K | 0.00% | Reduce |
| Goldman Sachs Group history | 15.00K | $13.75K | 0.00% | Reduce |
| T. Rowe Price Associates history | 161.26K | $3.81K | 0.00% | Add |
Q4 2025 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 18.46M | $552.09M | 0.01% | Hold |
| Arrowstreet Capital history | 4.51M | $134.93M | 0.08% | Add |
| Bank of America Corp history | 3.47M | $103.73M | 0.01% | Reduce |
| Geode Capital Management history | 3.45M | $103.26M | 0.01% | Hold |
| Norges Bank Investment Management history | 1.97M | $58.81M | 0.01% | Add |
| Marshall Wace history | 1.75M | $52.25M | 0.05% | Add |
| Northern Trust Corp history | 1.46M | $43.54M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 1.35M | $40.34M | 0.01% | Reduce |
| Deutsche Bank AG history | 1.22M | $36.63M | 0.01% | Add |
| BNY Mellon history | 1.14M | $28.44M | 0.01% | Reduce |
| Two Sigma Investments history | 944.84K | $28.26M | 0.04% | Reduce |
| Principal Global Investors history | 917.40K | $27.44M | 0.01% | Add |
| MFS Investment Management history | 805.45K | $24.09M | 0.01% | Add |
| Janus Henderson Group history | 655.88K | $19.61M | 0.01% | Add |
| Millennium Management history | 618.84K | $18.51M | 0.01% | Reduce |
| Citadel Advisors history | 606.29K | $18.13M | 0.00% | Reduce |
| Invesco Ltd history | 584.57K | $17.48M | 0.00% | Reduce |
| PSP Investments history | 501.40K | $15.00M | 0.05% | Reduce |
| JPMorgan Chase & Co history | 11.95M | $13.97M | 0.00% | Add |
| BlackRock Inc history | 14.15M | $13.77M | 0.00% | Reduce |
| Morgan Stanley history | 12.76M | $12.41M | 0.00% | Add |
| Renaissance Technologies history | 391.31K | $11.70M | 0.02% | Reduce |
| Legal & General Investment Management America history | 370.38K | $11.08M | 0.00% | Reduce |
| D. E. Shaw & Co history | 339.38K | $10.15M | 0.01% | Reduce |
| Prudential Financial history | 318.75K | $9.53M | 0.01% | Add |
| Bridgewater Associates history | 241.45K | $7.22M | 0.03% | Add |
| CPP Investments history | 232.80K | $6.96M | 0.01% | Add |
| Point72 Asset Management history | 4.90M | $5.73M | 0.01% | Add |
| Goldman Sachs Group history | 5.51M | $5.36M | 0.00% | Add |
| Citigroup Inc history | 149.72K | $4.48M | 0.00% | Reduce |
| Amundi US history | 136.94K | $4.10M | 0.00% | Add |
| UBS Group AG history | 2.45M | $2.38M | 0.00% | Reduce |
| Manulife Financial history | 69.48K | $2.08M | 0.00% | Reduce |
| AQR Capital Management history | 36.34K | $1.09M | 0.00% | Reduce |
| Franklin Resources history | 34.94K | $1.05M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 21.47K | $642.26K | 0.00% | Add |
| PNC Financial Services history | 12.91K | $386.08K | 0.00% | Reduce |
| Lazard Asset Management history | 20.09M | $195.90K | 0.00% | Add |
| Wells Fargo & Co history | 123.00K | $119.95K | 0.00% | Add |
| T. Rowe Price Associates history | 137.89K | $4.12K | 0.00% | Reduce |
Q3 2025 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 18.49M | $596.58M | 0.01% | Add |
| UBS Group AG history | 11.06M | $357.01M | 0.06% | Reduce |
| Arrowstreet Capital history | 3.91M | $126.06M | 0.08% | Reduce |
| Bank of America Corp history | 3.62M | $116.92M | 0.01% | Add |
| Geode Capital Management history | 3.45M | $111.20M | 0.01% | Add |
| Northern Trust Corp history | 1.57M | $50.60M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 1.37M | $44.14M | 0.01% | Reduce |
| Renaissance Technologies history | 1.29M | $41.74M | 0.06% | Reduce |
| Marshall Wace history | 1.18M | $38.11M | 0.04% | Add |
| Two Sigma Investments history | 1.01M | $32.57M | 0.05% | Reduce |
| BNY Mellon history | 1.27M | $31.64M | 0.01% | Reduce |
| BlackRock Inc history | 29.16M | $29.30M | 0.00% | Add |
| Citadel Advisors history | 901.85K | $29.10M | 0.01% | Reduce |
| Invesco Ltd history | 28.68M | $28.83M | 0.01% | Add |
| Principal Global Investors history | 845.17K | $27.27M | 0.01% | Add |
| D. E. Shaw & Co history | 620.11K | $20.01M | 0.01% | Reduce |
| MFS Investment Management history | 611.24K | $19.72M | 0.01% | New |
| Janus Henderson Group history | 584.62K | $18.86M | 0.01% | Add |
| PSP Investments history | 564.88K | $18.23M | 0.07% | Add |
| Legal & General Investment Management America history | 390.35K | $12.60M | 0.00% | Reduce |
| Prudential Financial history | 312.07K | $10.07M | 0.01% | Reduce |
| CPP Investments history | 213.20K | $6.88M | 0.01% | Add |
| Citigroup Inc history | 197.71K | $6.38M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 6.07M | $6.12M | 0.00% | Reduce |
| Goldman Sachs Group history | 5.01M | $5.04M | 0.00% | Add |
| Millennium Management history | 5.00M | $5.04M | 0.00% | Add |
| Amundi US history | 100.19K | $3.31M | 0.00% | Reduce |
| Bridgewater Associates history | 80.01K | $2.58M | 0.01% | New |
| Manulife Financial history | 72.52K | $2.34M | 0.00% | Reduce |
| AQR Capital Management history | 38.87K | $1.25M | 0.00% | Add |
| Point72 Asset Management history | 1.00M | $1.25M | 0.00% | New |
| Franklin Resources history | 34.22K | $1.10M | 0.00% | Add |
| Deutsche Bank AG history | 575.00K | $577.88K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 17.35K | $559.97K | 0.00% | Hold |
| PNC Financial Services history | 16.34K | $527.32K | 0.00% | Add |
| Morgan Stanley history | 234.00K | $291.33K | 0.00% | Hold |
| Lazard Asset Management history | 8.94M | $111.76K | 0.00% | Add |
| Wells Fargo & Co history | 101.00K | $101.79K | 0.00% | Reduce |
| T. Rowe Price Associates history | 968.86K | $31.27K | 0.00% | Reduce |
Q2 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 17.99M | $614.70M | 0.01% | Hold |
| UBS Group AG history | 11.14M | $380.59M | 0.07% | Reduce |
| Arrowstreet Capital history | 4.25M | $145.12M | 0.10% | Add |
| Geode Capital Management history | 3.35M | $114.38M | 0.01% | Add |
| Two Sigma Investments history | 2.03M | $69.25M | 0.13% | Add |
| Renaissance Technologies history | 1.93M | $65.87M | 0.09% | Add |
| Wells Fargo & Co history | 1.65M | $56.29M | 0.01% | Reduce |
| Northern Trust Corp history | 1.58M | $54.12M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 1.50M | $51.11M | 0.01% | Add |
| BNY Mellon history | 1.31M | $44.84M | 0.01% | Reduce |
| Deutsche Bank AG history | 1.31M | $44.83M | 0.02% | Reduce |
| D. E. Shaw & Co history | 1.31M | $44.76M | 0.03% | Reduce |
| Invesco Ltd history | 1.14M | $39.01M | 0.01% | Add |
| Citadel Advisors history | 1.07M | $36.72M | 0.01% | Reduce |
| Goldman Sachs Group history | 976.12K | $33.35M | 0.01% | Reduce |
| Norges Bank Investment Management history | 967.00K | $33.04M | 0.00% | Add |
| Principal Global Investors history | 801.52K | $27.39M | 0.01% | Hold |
| JPMorgan Chase & Co history | 15.28M | $20.48M | 0.00% | Hold |
| PSP Investments history | 552.05K | $18.86M | 0.08% | Add |
| BlackRock Inc history | 13.00M | $17.34M | 0.00% | Hold |
| Janus Henderson Group history | 477.57K | $16.31M | 0.01% | Reduce |
| Marshall Wace history | 402.04K | $13.74M | 0.02% | Add |
| Legal & General Investment Management America history | 398.04K | $13.60M | 0.00% | Hold |
| Prudential Financial history | 331.41K | $11.32M | 0.01% | Reduce |
| Citigroup Inc history | 223.46K | $7.64M | 0.00% | Reduce |
| Millennium Management history | 174.13K | $5.95M | 0.00% | Add |
| CPP Investments history | 157.60K | $5.39M | 0.01% | Reduce |
| Amundi US history | 145.88K | $4.79M | 0.00% | Reduce |
| Manulife Financial history | 76.69K | $2.62M | 0.00% | Reduce |
| Franklin Resources history | 24.22K | $827.56K | 0.00% | Add |
| AQR Capital Management history | 20.64K | $705.20K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 17.42K | $595.26K | 0.00% | Add |
| PNC Financial Services history | 11.74K | $401.29K | 0.00% | Reduce |
| Morgan Stanley history | 234.00K | $312.04K | 0.00% | Hold |
| T. Rowe Price Associates history | 1.05M | $35.74K | 0.00% | Add |
| Bank of America Corp history | 25.00K | $33.34K | 0.00% | Hold |
| Lazard Asset Management history | 32.42K | $1.11K | 0.00% | Reduce |
Q1 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 17.96M | $554.28M | 0.01% | Reduce |
| UBS Group AG history | 11.28M | $347.97M | 0.07% | Reduce |
| Arrowstreet Capital history | 3.84M | $118.41M | 0.10% | Add |
| Geode Capital Management history | 3.31M | $102.30M | 0.01% | Add |
| Deutsche Bank AG history | 2.08M | $64.20M | 0.03% | Reduce |
| Citadel Advisors history | 2.01M | $61.99M | 0.01% | Add |
| Wells Fargo & Co history | 1.81M | $55.79M | 0.01% | Add |
| Northern Trust Corp history | 1.63M | $50.26M | 0.01% | Reduce |
| Two Sigma Investments history | 1.53M | $47.09M | 0.11% | Add |
| D. E. Shaw & Co history | 1.51M | $46.60M | 0.04% | Add |
| Renaissance Technologies history | 1.49M | $46.11M | 0.07% | Reduce |
| Charles Schwab Investment Management history | 1.38M | $42.68M | 0.01% | Reduce |
| BNY Mellon history | 1.58M | $39.86M | 0.01% | Reduce |
| Goldman Sachs Group history | 1.27M | $39.22M | 0.01% | Reduce |
| Principal Global Investors history | 801.58K | $24.74M | 0.01% | Add |
| JPMorgan Chase & Co history | 15.23M | $18.92M | 0.00% | Reduce |
| Janus Henderson Group history | 572.05K | $17.79M | 0.01% | Add |
| Invesco Ltd history | 567.79K | $17.52M | 0.00% | Add |
| BlackRock Inc history | 13.00M | $16.07M | 0.00% | Hold |
| PSP Investments history | 519.08K | $16.02M | 0.07% | Add |
| Citigroup Inc history | 415.16K | $12.81M | 0.01% | Reduce |
| Legal & General Investment Management America history | 398.02K | $12.28M | 0.00% | Reduce |
| Prudential Financial history | 345.66K | $10.67M | 0.01% | Reduce |
| Marshall Wace history | 334.05K | $10.31M | 0.01% | Add |
| CPP Investments history | 305.50K | $9.43M | 0.01% | Reduce |
| Amundi US history | 157.43K | $4.89M | 0.00% | Reduce |
| Millennium Management history | 134.75K | $4.16M | 0.00% | Reduce |
| Manulife Financial history | 81.16K | $2.50M | 0.00% | Add |
| AQR Capital Management history | 71.99K | $2.22M | 0.00% | Reduce |
| Franklin Resources history | 23.73K | $732.31K | 0.00% | Add |
| PNC Financial Services history | 11.87K | $366.31K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 11.65K | $359.65K | 0.00% | Add |
| Morgan Stanley history | 234.00K | $289.34K | 0.00% | Reduce |
| T. Rowe Price Associates history | 1.03M | $31.93K | 0.00% | Add |
| Bank of America Corp history | 25.00K | $30.91K | 0.00% | Reduce |
| Lazard Asset Management history | 33.18K | $1.02K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 6.99M sh · $6.83M
Fully Exited (vs previous quarter)
- Moore Capital Management sold 31.50M sh · $28.98M
- Janus Henderson Group sold 1.15M sh · $27.14M
- Balyasny Asset Management sold 71.54K sh · $1.69M
- Renaissance Technologies sold 61.31K sh · $1.45M
- Royce & Associates sold 11.93K sh · $281.93K
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Arrowstreet Capital | 4.31M | 4.92M | 4.51M | 3.91M | 4.25M | 3.84M | 3.39M | 1.66M | — | 622.91K | 1.16M | 1.53M | 2.10M | 2.15M | 811.51K | 509.20K | 56.98K | 951.82K | 1.87M | 981.62K |
| Citadel Advisors | 4.00M | 2.51M | 606.29K | 901.85K | 1.07M | 2.01M | 1.09M | 608.07K | 445.36K | 665.57K | 2.15M | 889.83K | 393.60K | 845.20K | 496.08K | 512.20K | 680.14K | 694.32K | 799.85K | 2.12M |
| Geode Capital Management | 3.63M | 3.53M | 3.45M | 3.45M | 3.35M | 3.31M | 3.23M | 3.25M | 3.24M | 3.12M | 3.02M | 2.88M | 2.76M | 2.64M | 2.52M | 2.45M | 2.33M | 2.44M | 4.02M | 3.59M |
| Bank of America Corp | 3.47M | 3.35M | 3.47M | 3.62M | 25.00K | 25.00K | 3.47M | 3.77M | 2.78M | 3.52M | 4.10M | 1.04M | 2.54M | 886.00K | 2.56M | 2.61M | 2.47M | 150.00K | 2.28M | 404.71K |
| Charles Schwab Investment Management | 1.64M | 1.57M | 1.35M | 1.37M | 1.50M | 1.38M | 1.40M | 1.37M | 1.24M | 1.16M | 1.22M | 1.27M | 1.24M | 1.21M | 1.20M | 1.16M | 1.11M | 1.23M | 1.23M | 1.35M |
| Northern Trust Corp | 1.53M | 1.47M | 1.46M | 1.57M | 1.58M | 1.63M | 1.66M | 1.54M | 1.56M | 1.58M | 1.51M | 1.53M | 1.53M | 1.48M | 1.47M | 1.47M | 1.43M | 1.54M | 1.64M | 1.69M |
| Two Sigma Investments | 1.50M | 1.26M | 944.84K | 1.01M | 2.03M | 1.53M | 589.74K | 664.34K | 62.00K | 102.31K | 150.40K | 27.40K | 51.60K | 351.80K | 1.27M | 922.22K | 1.40M | 1.91M | 1.67M | — |
| MFS Investment Management | 1.23M | 1.29M | 805.45K | 611.24K | — | — | 101.47K | 89.23K | 84.46K | 335.38K | 472.15K | 645.33K | 601.05K | 468.79K | 347.51K | 309.30K | 253.85K | — | 303.77K | 309.87K |
| Principal Global Investors | 1.02M | 1.01M | 917.40K | 845.17K | 801.52K | 801.58K | 779.05K | 760.14K | 794.00K | 813.23K | 16.30K | 14.75K | 16.65K | 43.70K | 50.77K | 72.15K | 162.74K | 24.81K | 23.74K | 29.89K |
| BNY Mellon | 1.02M | 1.09M | 1.14M | 1.27M | 1.31M | 1.58M | 1.60M | 1.63M | 1.90M | 1.80M | 1.22M | 944.14K | 959.91K | 924.20K | 1.18M | 1.18M | 1.27M | 1.40M | 1.52M | 1.46M |
| BlackRock Inc | 18.58M | 15.65M | 14.15M | 29.16M | 13.00M | 13.00M | 13.00M | 13.00M | — | — | — | — | — | — | — | — | — | — | — | — |
| Invesco Ltd | 660.50K | 664.41K | 584.57K | 28.68M | 1.14M | 567.79K | 524.43K | 2.00M | 3.00M | 3.00M | 3.00M | 3.00M | 3.56M | 3.20M | 3.20M | 4.20M | 5.20M | 5.20M | 573.28K | 138.40K |
| Wellington Management Group | 515.93K | 10.11K | — | — | — | — | — | — | — | — | — | — | 466.87K | 388.76K | 397.76K | 433.96K | 690.17K | 492.15K | 514.35K | 485.29K |
| PSP Investments | 475.66K | 707.37K | 501.40K | 564.88K | 552.05K | 519.08K | 356.84K | 308.73K | 317.62K | 294.32K | — | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 10.57M | 13.22M | 12.76M | 234.00K | 234.00K | 234.00K | 2.15M | 2.28M | 3.29M | 1.12M | 6.00M | 2.55M | 370.00K | 4.56M | 2.09M | 49.00K | 49.00K | 2.30M | 2.57M | 2.97M |
| AQR Capital Management | 355.61K | 110.05K | 36.34K | 38.87K | 20.64K | 71.99K | 99.50K | 41.14K | 51.54K | 38.92K | 91.95K | 102.98K | 119.54K | 86.34K | 47.57K | 51.29K | 33.63K | 115.83K | 117.50K | 105.60K |
| Marshall Wace | 346.83K | 2.63M | 1.75M | 1.18M | 402.04K | 334.05K | 157.38K | 62.07K | — | — | — | — | — | — | — | 13.93K | — | — | — | 29.17K |
| Legal & General Investment Management America | 314.64K | 330.16K | 370.38K | 390.35K | 398.04K | 398.02K | 410.43K | 428.85K | 422.75K | 409.98K | 148.55K | 142.34K | 141.76K | 134.24K | 125.75K | 126.69K | 129.68K | 128.97K | 128.57K | 129.35K |
| Millennium Management | 8.50M | 778.82K | 618.84K | 5.00M | 174.13K | 134.75K | 186.90K | 10.00M | 80.20K | 555.94K | 189.05K | 5.88M | 473.35K | 78.66K | 1.02M | 291.62K | 1.16M | 1.01M | 828.03K | 44.34K |
| Wells Fargo & Co | 300.16K | 230.01K | 123.00K | 101.00K | 1.65M | 1.81M | 1.63M | 1.33M | 1.57M | 1.32M | 1.41M | 1.41M | 1.07M | 1.07M | 1.07M | 268.00K | 1.04M | 1.10M | 1.14M | 1.02M |
▲ 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