CALX — CALIX INC
Reported value held$1.46B
Funds holding (latest)45
SectorConsumer Discretionary
Funds holding (Q2 2026)35
Institutional value$908.83M · 24.44M sh
New / Add / Cut / Exit3 / 18 / 14 / 2
Top-5 / Top-10 concentration66.7% / 80.2%
Institutional holdings change
Accumulating +5.2%
(+1.21M sh)
Institutional value change
Down -19.9%
As of Q2 2026, 35 SEC-registered investment managers reported holding CALX (CALIX INC) in their latest 13F filings, with a combined reported value of $908.83M across 24.44M shares. That is +5.2% by share count (+1.21M shares) versus the previous quarter, while reported value moved -19.9%. Ownership is concentrated: the five largest holders account for 66.7% of reported value and the top ten for 80.2%.
Compared with the prior quarter, 3 opened new positions, 18 added to existing stakes, 14 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
CALX 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 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 11.78M | $439.46M | 0.01% | Add |
| Geode Capital Management history | 1.48M | $55.30M | 0.00% | Add |
| Citadel Advisors history | 1.25M | $46.55M | 0.01% | Add |
| Arrowstreet Capital history | 875.84K | $32.69M | 0.01% | Add |
| UBS Group AG history | 857.36K | $32.00M | 0.00% | Add |
| Two Sigma Investments history | 703.91K | $26.27M | 0.02% | Add |
| Millennium Management history | 698.62K | $26.07M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 696.97K | $26.01M | 0.00% | Add |
| Northern Trust Corp history | 642.15K | $23.97M | 0.00% | Add |
| Bank of America Corp history | 560.03K | $20.90M | 0.00% | Reduce |
| Renaissance Technologies history | 548.12K | $20.46M | 0.03% | Add |
| Morgan Stanley history | 524.88K | $19.59M | 0.00% | Reduce |
| Wellington Management Group history | 519.15K | $19.37M | 0.00% | Reduce |
| D. E. Shaw & Co history | 409.08K | $15.27M | 0.01% | Add |
| Principal Global Investors history | 393.02K | $14.67M | 0.01% | Reduce |
| BNY Mellon history | 321.83K | $12.01M | 0.00% | Reduce |
| Invesco Ltd history | 313.31K | $11.69M | 0.00% | Add |
| Goldman Sachs Group history | 304.09K | $11.35M | 0.00% | Reduce |
| Deutsche Bank AG history | 266.22K | $9.94M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 263.00K | $9.82M | 0.00% | Add |
| PSP Investments history | 199.37K | $7.44M | 0.02% | Reduce |
| JPMorgan Chase & Co history | 184.04K | $6.73M | 0.00% | New |
| Legal & General Investment Management America history | 139.85K | $5.22M | 0.00% | Reduce |
| AQR Capital Management history | 106.09K | $3.84M | 0.00% | Add |
| Prudential Financial history | 60.32K | $2.25M | 0.00% | Reduce |
| Wells Fargo & Co history | 56.57K | $2.11M | 0.00% | Add |
| Lazard Asset Management history | 56.17K | $2.10M | 0.00% | New |
| Citigroup Inc history | 39.10K | $1.46M | 0.00% | Add |
| Franklin Resources history | 38.13K | $1.42M | 0.00% | Reduce |
| Manulife Financial history | 28.95K | $1.08M | 0.00% | Add |
| Amundi US history | 14.24K | $531.55K | 0.00% | Reduce |
| Marshall Wace history | 14.13K | $527.18K | 0.00% | New |
| PNC Financial Services history | 11.65K | $434.67K | 0.00% | Reduce |
| CPP Investments history | 8.40K | $313.49K | 0.00% | Reduce |
| T. Rowe Price Associates history | 77.76K | $2.90K | 0.00% | Add |
Q1 2026 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 11.15M | $546.41M | 0.01% | Reduce |
| Millennium Management history | 1.90M | $93.28M | 0.04% | Add |
| Geode Capital Management history | 1.44M | $70.35M | 0.00% | Reduce |
| Bank of America Corp history | 750.12K | $36.75M | 0.00% | Add |
| Morgan Stanley history | 712.21K | $34.89M | 0.00% | Add |
| Charles Schwab Investment Management history | 681.95K | $33.41M | 0.01% | Add |
| UBS Group AG history | 645.25K | $31.61M | 0.01% | Add |
| Northern Trust Corp history | 609.74K | $29.87M | 0.00% | Add |
| Arrowstreet Capital history | 551.15K | $27.00M | 0.01% | Reduce |
| Renaissance Technologies history | 543.42K | $26.62M | 0.04% | Add |
| Wellington Management Group history | 534.52K | $26.19M | 0.01% | Reduce |
| Point72 Asset Management history | 513.81K | $25.17M | 0.03% | New |
| Citadel Advisors history | 463.40K | $22.70M | 0.00% | Add |
| Principal Global Investors history | 395.33K | $19.37M | 0.01% | Add |
| BNY Mellon history | 387.46K | $18.98M | 0.00% | Reduce |
| Goldman Sachs Group history | 307.47K | $15.06M | 0.00% | Reduce |
| Invesco Ltd history | 272.85K | $13.37M | 0.00% | Reduce |
| Deutsche Bank AG history | 253.02K | $12.40M | 0.00% | Add |
| PSP Investments history | 215.81K | $10.57M | 0.03% | Add |
| Two Sigma Investments history | 161.46K | $7.91M | 0.01% | Add |
| Legal & General Investment Management America history | 152.03K | $7.45M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 134.51K | $6.59M | 0.00% | Add |
| CPP Investments history | 89.48K | $4.38M | 0.00% | Reduce |
| Prudential Financial history | 64.23K | $3.15M | 0.00% | Reduce |
| Franklin Resources history | 39.13K | $1.92M | 0.00% | Add |
| AQR Capital Management history | 38.71K | $1.90M | 0.00% | Add |
| Wells Fargo & Co history | 30.46K | $1.49M | 0.00% | Reduce |
| Janus Henderson Group history | 27.23K | $1.33M | 0.00% | Hold |
| Manulife Financial history | 26.73K | $1.31M | 0.00% | Reduce |
| D. E. Shaw & Co history | 21.08K | $1.03M | 0.00% | Reduce |
| Amundi US history | 17.70K | $867.02K | 0.00% | Reduce |
| PNC Financial Services history | 13.40K | $656.47K | 0.00% | Add |
| Citigroup Inc history | 12.45K | $609.88K | 0.00% | Reduce |
| T. Rowe Price Associates history | 66.75K | $3.27K | 0.00% | Reduce |
Q4 2025 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 11.46M | $606.73M | 0.01% | Reduce |
| Vanguard Group history | 8.30M | $439.45M | 0.01% | Reduce |
| Geode Capital Management history | 1.45M | $76.51M | 0.01% | Add |
| Millennium Management history | 1.44M | $76.32M | 0.03% | Reduce |
| Arrowstreet Capital history | 1.28M | $67.62M | 0.04% | Hold |
| Charles Schwab Investment Management history | 673.04K | $35.62M | 0.01% | Reduce |
| Wellington Management Group history | 639.73K | $33.86M | 0.01% | Reduce |
| Morgan Stanley history | 622.88K | $32.97M | 0.00% | Add |
| Northern Trust Corp history | 595.63K | $31.53M | 0.00% | Reduce |
| Invesco Ltd history | 577.77K | $30.58M | 0.01% | Add |
| Renaissance Technologies history | 463.62K | $24.54M | 0.04% | Add |
| Bank of America Corp history | 459.46K | $24.32M | 0.00% | Add |
| BNY Mellon history | 405.88K | $21.48M | 0.00% | Reduce |
| Goldman Sachs Group history | 401.74K | $21.26M | 0.00% | Add |
| UBS Group AG history | 359.10K | $19.01M | 0.00% | Reduce |
| Principal Global Investors history | 342.65K | $18.14M | 0.01% | Add |
| Deutsche Bank AG history | 222.26K | $11.76M | 0.00% | Add |
| PSP Investments history | 208.74K | $11.05M | 0.04% | Reduce |
| Prudential Financial history | 176.22K | $9.33M | 0.01% | Reduce |
| Legal & General Investment Management America history | 164.72K | $8.72M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 123.54K | $6.54M | 0.00% | Add |
| JPMorgan Chase & Co history | 109.61K | $5.80M | 0.00% | Reduce |
| CPP Investments history | 101.48K | $5.37M | 0.00% | Add |
| Wells Fargo & Co history | 71.91K | $3.81M | 0.00% | Add |
| Citadel Advisors history | 69.24K | $3.66M | 0.00% | Reduce |
| Bridgewater Associates history | 65.54K | $3.47M | 0.01% | Add |
| Amundi US history | 63.25K | $3.35M | 0.00% | Add |
| D. E. Shaw & Co history | 38.70K | $2.05M | 0.00% | Reduce |
| AQR Capital Management history | 36.83K | $1.95M | 0.00% | Reduce |
| Franklin Resources history | 36.12K | $1.91M | 0.00% | Add |
| Manulife Financial history | 28.93K | $1.53M | 0.00% | Reduce |
| Janus Henderson Group history | 27.23K | $1.44M | 0.00% | Hold |
| Lazard Asset Management history | 21.40K | $1.13M | 0.00% | Reduce |
| Two Sigma Investments history | 19.57K | $1.04M | 0.00% | Add |
| Citigroup Inc history | 15.02K | $794.85K | 0.00% | Reduce |
| PNC Financial Services history | 10.71K | $566.88K | 0.00% | Add |
| Marshall Wace history | 7.25K | $383.95K | 0.00% | Add |
| T. Rowe Price Associates history | 688.19K | $36.43K | 0.00% | Reduce |
Q3 2025 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 11.72M | $719.15M | 0.01% | Add |
| Vanguard Group history | 8.49M | $520.97M | 0.01% | Reduce |
| Millennium Management history | 1.96M | $120.59M | 0.05% | Reduce |
| Geode Capital Management history | 1.37M | $84.16M | 0.01% | Add |
| Arrowstreet Capital history | 1.27M | $78.21M | 0.05% | Add |
| UBS Group AG history | 807.82K | $49.58M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 677.82K | $41.60M | 0.01% | Add |
| Wellington Management Group history | 659.46K | $40.47M | 0.01% | Add |
| Northern Trust Corp history | 612.85K | $37.61M | 0.01% | Hold |
| Morgan Stanley history | 561.88K | $34.48M | 0.00% | Reduce |
| Balyasny Asset Management history | 555.28K | $34.08M | 0.04% | Add |
| Invesco Ltd history | 482.03K | $29.58M | 0.01% | Add |
| BNY Mellon history | 477.14K | $29.28M | 0.01% | Reduce |
| Bank of America Corp history | 331.86K | $20.37M | 0.00% | Add |
| Principal Global Investors history | 287.32K | $17.63M | 0.01% | Hold |
| Goldman Sachs Group history | 268.95K | $16.51M | 0.00% | Reduce |
| Renaissance Technologies history | 260.82K | $16.01M | 0.02% | Add |
| PSP Investments history | 231.79K | $14.22M | 0.05% | Add |
| Prudential Financial history | 229.37K | $14.08M | 0.02% | Add |
| Deutsche Bank AG history | 220.52K | $13.53M | 0.01% | Reduce |
| Legal & General Investment Management America history | 171.30K | $10.51M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 116.30K | $7.14M | 0.00% | Reduce |
| Citadel Advisors history | 109.50K | $6.72M | 0.00% | Reduce |
| CPP Investments history | 86.38K | $5.30M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 70.74K | $4.34M | 0.00% | Add |
| AQR Capital Management history | 49.61K | $3.04M | 0.00% | Add |
| Citigroup Inc history | 43.14K | $2.65M | 0.00% | Reduce |
| D. E. Shaw & Co history | 42.61K | $2.61M | 0.00% | Reduce |
| Wells Fargo & Co history | 41.82K | $2.57M | 0.00% | Add |
| Bridgewater Associates history | 35.89K | $2.20M | 0.01% | New |
| Franklin Resources history | 33.97K | $2.08M | 0.00% | Add |
| Lazard Asset Management history | 32.87K | $2.02M | 0.00% | Add |
| Manulife Financial history | 29.84K | $1.83M | 0.00% | Reduce |
| Janus Henderson Group history | 27.23K | $1.67M | 0.00% | Add |
| Two Sigma Investments history | 18.27K | $1.12M | 0.00% | Reduce |
| Amundi US history | 10.36K | $626.71K | 0.00% | Add |
| PNC Financial Services history | 5.31K | $325.63K | 0.00% | Add |
| Marshall Wace history | 4.03K | $247.26K | 0.00% | Reduce |
| T. Rowe Price Associates history | 1.23M | $75.68K | 0.01% | Add |
Q2 2025 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 11.46M | $609.80M | 0.01% | Add |
| Vanguard Group history | 8.62M | $458.25M | 0.01% | Add |
| Millennium Management history | 2.25M | $119.52M | 0.06% | Add |
| Geode Capital Management history | 1.36M | $72.09M | 0.01% | Reduce |
| Morgan Stanley history | 847.62K | $45.08M | 0.00% | Reduce |
| UBS Group AG history | 837.28K | $44.53M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 666.99K | $35.48M | 0.01% | Reduce |
| Northern Trust Corp history | 610.34K | $32.46M | 0.00% | Reduce |
| Wellington Management Group history | 519.79K | $27.65M | 0.01% | Add |
| BNY Mellon history | 482.23K | $25.65M | 0.01% | Reduce |
| Balyasny Asset Management history | 457.59K | $24.34M | 0.04% | Reduce |
| Arrowstreet Capital history | 405.44K | $21.57M | 0.01% | Add |
| Goldman Sachs Group history | 384.44K | $20.45M | 0.00% | Add |
| Bank of America Corp history | 325.67K | $17.32M | 0.00% | Add |
| Citadel Advisors history | 325.11K | $17.29M | 0.00% | Add |
| Principal Global Investors history | 286.29K | $15.23M | 0.01% | Reduce |
| Deutsche Bank AG history | 264.30K | $14.06M | 0.01% | Reduce |
| Renaissance Technologies history | 237.62K | $12.64M | 0.02% | Add |
| Invesco Ltd history | 224.26K | $11.93M | 0.00% | Reduce |
| D. E. Shaw & Co history | 202.47K | $10.77M | 0.01% | Add |
| JPMorgan Chase & Co history | 197.28K | $10.49M | 0.00% | Reduce |
| PSP Investments history | 196.70K | $10.46M | 0.04% | Add |
| Prudential Financial history | 180.69K | $9.61M | 0.01% | Add |
| Legal & General Investment Management America history | 176.29K | $9.38M | 0.00% | Reduce |
| Point72 Asset Management history | 162.32K | $8.63M | 0.02% | Add |
| CPP Investments history | 151.10K | $8.04M | 0.01% | Add |
| Citigroup Inc history | 98.28K | $5.23M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 43.25K | $2.30M | 0.00% | Add |
| AQR Capital Management history | 43.58K | $2.28M | 0.00% | Reduce |
| Marshall Wace history | 36.87K | $1.96M | 0.00% | Reduce |
| Wells Fargo & Co history | 35.84K | $1.91M | 0.00% | Add |
| Franklin Resources history | 30.94K | $1.65M | 0.00% | Add |
| Manulife Financial history | 30.85K | $1.64M | 0.00% | Reduce |
| Janus Henderson Group history | 25.13K | $1.34M | 0.00% | Hold |
| Two Sigma Investments history | 24.79K | $1.32M | 0.00% | Add |
| Amundi US history | 9.78K | $517.51K | 0.00% | Add |
| PNC Financial Services history | 2.90K | $153.98K | 0.00% | Add |
| T. Rowe Price Associates history | 50.35K | $2.68K | 0.00% | Add |
| Lazard Asset Management history | 28.10K | $1.49K | 0.00% | New |
Q1 2025 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 11.10M | $393.25M | 0.01% | Reduce |
| Vanguard Group history | 8.02M | $284.06M | 0.01% | Hold |
| Millennium Management history | 1.77M | $62.55M | 0.03% | Reduce |
| Geode Capital Management history | 1.38M | $48.82M | 0.00% | Add |
| BNY Mellon history | 1.14M | $40.57M | 0.01% | Reduce |
| Morgan Stanley history | 1.10M | $39.12M | 0.00% | Add |
| UBS Group AG history | 851.09K | $30.16M | 0.01% | Add |
| Charles Schwab Investment Management history | 679.37K | $24.08M | 0.01% | Add |
| Northern Trust Corp history | 618.79K | $21.93M | 0.00% | Reduce |
| Balyasny Asset Management history | 566.06K | $20.06M | 0.03% | Add |
| Principal Global Investors history | 294.54K | $10.44M | 0.01% | Add |
| Deutsche Bank AG history | 275.10K | $9.75M | 0.00% | Reduce |
| Bank of America Corp history | 274.54K | $9.73M | 0.00% | Reduce |
| Goldman Sachs Group history | 265.47K | $9.41M | 0.00% | Reduce |
| Arrowstreet Capital history | 253.21K | $8.97M | 0.01% | Add |
| JPMorgan Chase & Co history | 249.91K | $8.86M | 0.00% | Add |
| Invesco Ltd history | 237.53K | $8.42M | 0.00% | Reduce |
| Wellington Management Group history | 200.54K | $7.11M | 0.00% | Reduce |
| PSP Investments history | 187.19K | $6.63M | 0.03% | Add |
| Legal & General Investment Management America history | 178.60K | $6.33M | 0.00% | Add |
| Citadel Advisors history | 141.10K | $5.00M | 0.00% | Reduce |
| Citigroup Inc history | 131.38K | $4.66M | 0.00% | Add |
| Renaissance Technologies history | 105.32K | $3.73M | 0.01% | Reduce |
| Marshall Wace history | 80.64K | $2.86M | 0.00% | Add |
| CPP Investments history | 53.50K | $1.90M | 0.00% | New |
| Prudential Financial history | 58.04K | $1.70M | 0.00% | Reduce |
| D. E. Shaw & Co history | 44.36K | $1.57M | 0.00% | Reduce |
| AQR Capital Management history | 44.87K | $1.54M | 0.00% | Add |
| Wells Fargo & Co history | 33.12K | $1.17M | 0.00% | Add |
| Manulife Financial history | 32.93K | $1.17M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 29.12K | $1.03M | 0.00% | Add |
| Janus Henderson Group history | 25.13K | $880.97K | 0.00% | Hold |
| Two Sigma Investments history | 18.09K | $641.07K | 0.00% | Reduce |
| Franklin Resources history | 15.99K | $566.69K | 0.00% | Add |
| Point72 Asset Management history | 8.04K | $284.98K | 0.00% | New |
| PNC Financial Services history | 2.05K | $72.79K | 0.00% | Reduce |
| Amundi US history | 59 | $1.91K | 0.00% | Reduce |
| T. Rowe Price Associates history | 46.94K | $1.66K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 184.04K sh · $6.73M
- Lazard Asset Management 56.17K sh · $2.10M
- Marshall Wace 14.13K sh · $527.18K
Fully Exited (vs previous quarter)
- Point72 Asset Management sold 513.81K sh · $25.17M
- Janus Henderson Group sold 27.23K sh · $1.33M
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 | 11.78M | 11.15M | 11.46M | 11.72M | 11.46M | 11.10M | 11.34M | 10.81M | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 1.48M | 1.44M | 1.45M | 1.37M | 1.36M | 1.38M | 1.34M | 1.33M | 1.32M | 1.27M | 1.27M | 1.21M | 1.14M | 1.07M | 1.03M | 983.82K | 961.66K | 952.91K | 945.51K | 981.99K |
| Citadel Advisors | 1.25M | 463.40K | 69.24K | 109.50K | 325.11K | 141.10K | 175.21K | 321.59K | 248.65K | 255.90K | 199.50K | 307.98K | 134.62K | 197.27K | 192.65K | 283.89K | 373.69K | 115.67K | 170.40K | 155.47K |
| Arrowstreet Capital | 875.84K | 551.15K | 1.28M | 1.27M | 405.44K | 253.21K | 30.95K | — | 64.62K | 149.60K | — | — | 15.05K | — | — | — | — | — | — | — |
| UBS Group AG | 857.36K | 645.25K | 359.10K | 807.82K | 837.28K | 851.09K | 195.50K | 62.58K | 16.03K | 46.31K | 435.43K | 41.71K | 46.53K | 32.15K | 22.14K | 4.68K | 7.10K | 76.87K | 48.66K | 8.59K |
| Two Sigma Investments | 703.91K | 161.46K | 19.57K | 18.27K | 24.79K | 18.09K | 29.99K | 22.89K | 46.69K | 65.99K | 26.39K | 239.45K | 52.56K | 152.92K | 13.30K | 27.00K | 210.78K | 124.00K | 26.30K | 25.10K |
| Millennium Management | 698.62K | 1.90M | 1.44M | 1.96M | 2.25M | 1.77M | 2.03M | 1.14M | 179.80K | 102.41K | 72.33K | 73.26K | 217.36K | 371.99K | 185.99K | — | — | 55.07K | 1.50M | 39.11K |
| Charles Schwab Investment Management | 696.97K | 681.95K | 673.04K | 677.82K | 666.99K | 679.37K | 649.24K | 601.15K | 588.51K | 536.97K | 468.49K | 461.00K | 440.99K | 431.35K | 430.43K | 412.69K | 397.13K | 398.52K | 389.21K | 410.62K |
| Northern Trust Corp | 642.15K | 609.74K | 595.63K | 612.85K | 610.34K | 618.79K | 632.49K | 578.35K | 585.78K | 606.89K | 720.84K | 842.83K | 851.07K | 839.56K | 814.88K | 716.72K | 721.62K | 725.93K | 579.27K | 577.25K |
| Bank of America Corp | 560.03K | 750.12K | 459.46K | 331.86K | 325.67K | 274.54K | 290.93K | 354.03K | 340.15K | 287.36K | 256.56K | 115.52K | 120.94K | 167.45K | 159.21K | 173.22K | 218.88K | 153.22K | 139.21K | 159.15K |
| Renaissance Technologies | 548.12K | 543.42K | 463.62K | 260.82K | 237.62K | 105.32K | 160.42K | 203.92K | 78.52K | 32.22K | 24.70K | 151.75K | 624.75K | 850.65K | 675.43K | 797.70K | 1.14M | 1.45M | 1.43M | 1.73M |
| Morgan Stanley | 524.88K | 712.21K | 622.88K | 561.88K | 847.62K | 1.10M | 990.68K | 1.03M | 884.12K | 845.34K | 497.44K | 283.15K | 261.25K | 311.68K | 729.86K | 677.72K | 665.18K | 582.38K | 143.65K | 91.65K |
| Wellington Management Group | 519.15K | 534.52K | 639.73K | 659.46K | 519.79K | 200.54K | 202.27K | 201.14K | 198.91K | 202.28K | 1.76M | 1.59M | 1.28M | 1.13M | 1.19M | 1.76M | 2.42M | 1.56M | 1.50M | 1.77M |
| D. E. Shaw & Co | 409.08K | 21.08K | 38.70K | 42.61K | 202.47K | 44.36K | 110.23K | — | — | 15.22K | — | — | — | — | 12.30K | 19.90K | 12.30K | 46.20K | 92.58K | 45.94K |
| Principal Global Investors | 393.02K | 395.33K | 342.65K | 287.32K | 286.29K | 294.54K | 287.51K | 277.12K | 289.32K | 305.57K | 218.36K | 219.26K | 219.08K | 226.03K | 553.31K | 222.77K | 220.60K | 228.24K | 91.58K | 43.23K |
| BNY Mellon | 321.83K | 387.46K | 405.88K | 477.14K | 482.23K | 1.14M | 1.37M | 1.33M | 1.47M | 1.50M | 1.25M | 1.32M | 1.35M | 1.41M | 1.60M | 1.73M | 1.89M | 1.96M | 1.60M | 1.98M |
| Invesco Ltd | 313.31K | 272.85K | 577.77K | 482.03K | 224.26K | 237.53K | 238.95K | 775.10K | 233.09K | 243.22K | 80.25K | 118.58K | 157.65K | 1.14M | 1.17M | 1.18M | 1.12M | 1.09M | 1.23M | 160.01K |
| Goldman Sachs Group | 304.09K | 307.47K | 401.74K | 268.95K | 384.44K | 265.47K | 434.87K | 258.28K | 177.18K | 215.40K | 166.88K | 204.79K | 221.03K | 273.34K | 296.06K | 246.76K | 278.01K | 302.08K | 129.37K | 273.08K |
| Deutsche Bank AG | 266.22K | 253.02K | 222.26K | 220.52K | 264.30K | 275.10K | 280.60K | 280.72K | 273.19K | 277.77K | 216.13K | 216.72K | 239.35K | 205.73K | 194.41K | 190.83K | 333.93K | 334.88K | 419.97K | 508.53K |
| Fidelity Management & Research (FMR) | 263.00K | 134.51K | 123.54K | 70.74K | 43.25K | 29.12K | 2.20K | 2.40K | 1.61K | 1.34K | 1.73K | 1.81K | 1.72K | 53.52K | 86.10K | 137.81K | 354.10K | 729.83K | 672.78K | 816.32K |
▲ 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