CAT — CATERPILLAR INC
Reported value held$163.82B
Funds holding (latest)60
SectorIndustrials
Index member: S&P 500
Funds holding (Q2 2026)49
Institutional value$134.61B · 132.54M sh
New / Add / Cut / Exit2 / 20 / 20 / 3
Top-5 / Top-10 concentration54.4% / 73.1%
Institutional holdings change
Accumulating +1.9%
(+2.52M sh)
Institutional value change
Up +52.7%
As of Q2 2026, 49 SEC-registered investment managers reported holding CAT (CATERPILLAR INC) in their latest 13F filings, with a combined reported value of $134.61B across 132.54M shares. That is +1.9% by share count (+2.52M shares) versus the previous quarter, while reported value moved +52.7%. Ownership is concentrated: the five largest holders account for 54.4% of reported value and the top ten for 73.1%.
Compared with the prior quarter, 2 opened new positions, 20 added to existing stakes, 20 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
CAT is a constituent of the S&P 500 and is classified in the Industrials 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 — 49 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 37.99M | $40.46B | 0.64% | Add |
| Geode Capital Management history | 11.18M | $11.92B | 0.64% | Hold |
| Morgan Stanley history | 7.50M | $7.99B | 0.45% | Hold |
| Gates Foundation Trust history | 6.35M | $6.77B | 19.76% | Hold |
| Fidelity Management & Research (FMR) history | 5.78M | $6.16B | 0.29% | Add |
| Northern Trust Corp history | 5.66M | $6.03B | 0.70% | Hold |
| Bank of America Corp history | 5.46M | $5.82B | 0.39% | Reduce |
| Citadel Advisors history | 5.24M | $5.58B | 0.66% | Add |
| Goldman Sachs Group history | 3.92M | $4.18B | 0.38% | Add |
| Charles Schwab Investment Management history | 3.32M | $3.53B | 0.47% | Reduce |
| Invesco Ltd history | 3.28M | $3.50B | 0.29% | Reduce |
| Capital World Investors history | 3.06M | $3.26B | 0.41% | Reduce |
| BNY Mellon history | 3.00M | $3.19B | 0.53% | Reduce |
| Legal & General Investment Management America history | 2.61M | $2.78B | 0.58% | Reduce |
| Capital Research Global Investors history | 2.20M | $2.34B | 0.34% | Reduce |
| Wells Fargo & Co history | 2.14M | $2.27B | 0.39% | Add |
| Amundi US history | 2.06M | $2.20B | 0.54% | Reduce |
| UBS Group AG history | 1.88M | $2.01B | 0.27% | Add |
| MFS Investment Management history | 1.75M | $1.88B | 0.63% | Add |
| Citigroup Inc history | 1.45M | $1.54B | 0.54% | Reduce |
| Deutsche Bank AG history | 1.36M | $1.45B | 0.45% | Hold |
| Wellington Management Group history | 1.14M | $1.22B | 0.22% | Add |
| National Pension Service of Korea history | 1.01M | $1.08B | 0.70% | Add |
| CPP Investments history | 907.03K | $965.90M | 0.54% | Add |
| Franklin Resources history | 843.71K | $898.47M | 0.21% | Reduce |
| Millennium Management history | 784.66K | $835.58M | 0.32% | Add |
| Principal Global Investors history | 662.74K | $705.75M | 0.35% | Reduce |
| Prudential Financial history | 526.09K | $560.23M | 0.61% | Add |
| AQR Capital Management history | 505.02K | $533.23M | 0.19% | Add |
| PNC Financial Services history | 336.90K | $358.76M | 0.18% | Reduce |
| Markel Corp history | 328.65K | $349.98M | 2.67% | Hold |
| D. E. Shaw & Co history | 325.96K | $347.12M | 0.18% | Add |
| Manulife Financial history | 306.11K | $325.98M | 0.27% | Reduce |
| Fidelity International (FIL) history | 264.01K | $281.14M | 0.20% | Add |
| Two Sigma Investments history | 178.07K | $189.63M | 0.15% | Reduce |
| Balyasny Asset Management history | 153.70K | $163.67M | 0.21% | Reduce |
| Temasek Holdings history | 140.67K | $149.80M | 0.42% | Add |
| Point72 Asset Management history | 139.30K | $148.34M | 0.17% | Add |
| Lazard Asset Management history | 126.88K | $135.11M | 0.21% | Add |
| CDPQ (Caisse de Depot) history | 119.90K | $127.68M | 0.18% | Reduce |
| Marshall Wace history | 115.89K | $123.41M | 0.10% | Add |
| PSP Investments history | 74.18K | $78.99M | 0.20% | Reduce |
| ARK Invest history | 56.01K | $59.64M | 0.39% | Reduce |
| JPMorgan Chase & Co history | 50.50K | $52.18M | 0.01% | New |
| Dodge & Cox history | 39.40K | $41.96M | 0.02% | Reduce |
| Bridgewater Associates history | 7.33K | $7.80M | 0.03% | Reduce |
| T. Rowe Price Associates history | 6.17M | $6.57M | 0.69% | Add |
| Moore Capital Management history | 3.39K | $3.61M | 0.06% | New |
| Harris Associates (Oakmark) history | 1.84K | $1.96M | 0.00% | Hold |
Q1 2026 — 50 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 37.19M | $26.34B | 0.48% | Add |
| Geode Capital Management history | 11.13M | $7.89B | 0.49% | Add |
| Morgan Stanley history | 7.50M | $5.31B | 0.33% | Add |
| Gates Foundation Trust history | 6.35M | $4.50B | 14.21% | Hold |
| Northern Trust Corp history | 5.68M | $4.02B | 0.53% | Reduce |
| Bank of America Corp history | 5.68M | $4.02B | 0.30% | Reduce |
| Citadel Advisors history | 3.94M | $2.79B | 0.46% | Add |
| Invesco Ltd history | 3.85M | $2.73B | 0.42% | Add |
| Fidelity Management & Research (FMR) history | 3.82M | $2.71B | 0.15% | Reduce |
| Capital World Investors history | 3.54M | $2.51B | 0.34% | Reduce |
| BNY Mellon history | 3.45M | $2.44B | 0.45% | Reduce |
| Goldman Sachs Group history | 3.42M | $2.42B | 0.28% | Add |
| Charles Schwab Investment Management history | 3.35M | $2.37B | 0.36% | Hold |
| Capital Research Global Investors history | 3.20M | $2.27B | 0.35% | Add |
| Legal & General Investment Management America history | 2.77M | $1.96B | 0.45% | Add |
| Amundi US history | 2.22M | $1.57B | 0.43% | Add |
| Wells Fargo & Co history | 2.05M | $1.45B | 0.28% | Add |
| UBS Group AG history | 1.70M | $1.21B | 0.19% | Add |
| MFS Investment Management history | 1.58M | $1.13B | 0.38% | Reduce |
| Citigroup Inc history | 1.60M | $1.13B | 0.49% | Add |
| Deutsche Bank AG history | 1.36M | $964.13M | 0.32% | Reduce |
| Wellington Management Group history | 1.12M | $792.57M | 0.15% | Reduce |
| National Pension Service of Korea history | 988.72K | $700.47M | 0.53% | Add |
| Franklin Resources history | 972.74K | $689.15M | 0.17% | Add |
| Principal Global Investors history | 666.31K | $472.05M | 0.25% | Add |
| Millennium Management history | 590.62K | $418.43M | 0.18% | Reduce |
| Prudential Financial history | 517.96K | $366.95M | 0.45% | Reduce |
| CPP Investments history | 497.44K | $352.41M | 0.23% | Add |
| Alkeon Capital Management history | 400.00K | $283.38M | 0.48% | New |
| CDPQ (Caisse de Depot) history | 388.73K | $275.40M | 0.44% | Reduce |
| PNC Financial Services history | 343.26K | $243.19M | 0.14% | Reduce |
| Markel Corp history | 328.65K | $232.84M | 1.95% | Hold |
| Manulife Financial history | 315.21K | $223.31M | 0.19% | Reduce |
| D. E. Shaw & Co history | 272.30K | $192.92M | 0.12% | Add |
| Balyasny Asset Management history | 269.05K | $190.61M | 0.26% | Reduce |
| AQR Capital Management history | 266.96K | $184.45M | 0.08% | Reduce |
| Fidelity International (FIL) history | 255.71K | $181.16M | 0.14% | Reduce |
| Two Sigma Investments history | 213.87K | $151.52M | 0.13% | Add |
| Janus Henderson Group history | 115.52K | $81.83M | 0.04% | Hold |
| Point72 Asset Management history | 86.50K | $61.28M | 0.08% | Reduce |
| Bridgewater Associates history | 82.50K | $58.45M | 0.26% | Add |
| PSP Investments history | 74.64K | $52.88M | 0.17% | Add |
| Lazard Asset Management history | 62.36K | $44.18M | 0.07% | Add |
| ARK Invest history | 58.58K | $41.50M | 0.32% | Add |
| Temasek Holdings history | 52.55K | $37.23M | 0.12% | Add |
| Marshall Wace history | 44.80K | $31.74M | 0.03% | Add |
| Dodge & Cox history | 39.99K | $28.33M | 0.02% | Reduce |
| Renaissance Technologies history | 21.51K | $15.24M | 0.02% | New |
| T. Rowe Price Associates history | 5.58M | $3.95M | 0.46% | Reduce |
| Harris Associates (Oakmark) history | 1.84K | $1.30M | 0.00% | Reduce |
Q4 2025 — 50 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 46.39M | $26.57B | 0.39% | Add |
| BlackRock Inc history | 36.21M | $20.74B | 0.37% | Add |
| Geode Capital Management history | 10.61M | $6.07B | 0.38% | Add |
| Morgan Stanley history | 7.08M | $4.05B | 0.25% | Reduce |
| Bank of America Corp history | 6.74M | $3.86B | 0.28% | Add |
| Gates Foundation Trust history | 6.35M | $3.64B | 10.29% | Hold |
| Northern Trust Corp history | 5.85M | $3.35B | 0.43% | Reduce |
| Fidelity Management & Research (FMR) history | 4.06M | $2.33B | 0.12% | Add |
| Capital World Investors history | 4.01M | $2.30B | 0.31% | Reduce |
| Wellington Management Group history | 3.86M | $2.21B | 0.40% | Reduce |
| BNY Mellon history | 3.56M | $2.04B | 0.36% | Hold |
| Charles Schwab Investment Management history | 3.35M | $1.92B | 0.30% | Hold |
| Goldman Sachs Group history | 3.33M | $1.91B | 0.24% | Add |
| Invesco Ltd history | 3.03M | $1.74B | 0.27% | Add |
| Citadel Advisors history | 2.94M | $1.69B | 0.26% | Add |
| Capital Research Global Investors history | 2.85M | $1.63B | 0.30% | Reduce |
| Legal & General Investment Management America history | 2.72M | $1.56B | 0.35% | Reduce |
| Wells Fargo & Co history | 2.03M | $1.16B | 0.21% | Add |
| MFS Investment Management history | 1.84M | $1.05B | 0.34% | Hold |
| Amundi US history | 1.71M | $981.98M | 0.30% | Reduce |
| UBS Group AG history | 1.52M | $871.68M | 0.14% | Reduce |
| Deutsche Bank AG history | 1.45M | $830.77M | 0.28% | Add |
| National Pension Service of Korea history | 979.01K | $560.84M | 0.41% | Reduce |
| Franklin Resources history | 873.72K | $500.53M | 0.12% | Add |
| Millennium Management history | 802.80K | $459.90M | 0.20% | Reduce |
| Citigroup Inc history | 647.92K | $371.18M | 0.17% | Reduce |
| Principal Global Investors history | 566.46K | $324.51M | 0.17% | Reduce |
| Prudential Financial history | 520.66K | $298.27M | 0.36% | Add |
| CDPQ (Caisse de Depot) history | 424.85K | $243.38M | 0.41% | Add |
| CPP Investments history | 408.13K | $233.81M | 0.16% | Reduce |
| Manulife Financial history | 359.53K | $205.96M | 0.17% | Add |
| PNC Financial Services history | 347.36K | $198.99M | 0.11% | Reduce |
| Markel Corp history | 328.65K | $188.27M | 1.50% | Hold |
| Fidelity International (FIL) history | 301.21K | $172.55M | 0.13% | Reduce |
| Balyasny Asset Management history | 294.18K | $168.53M | 0.22% | Reduce |
| AQR Capital Management history | 286.51K | $164.13M | 0.09% | Add |
| D. E. Shaw & Co history | 221.35K | $126.81M | 0.07% | Reduce |
| Point72 Asset Management history | 120.50K | $69.03M | 0.08% | Add |
| Janus Henderson Group history | 115.93K | $66.40M | 0.03% | Hold |
| Bridgewater Associates history | 62.16K | $35.61M | 0.13% | New |
| PSP Investments history | 60.73K | $34.79M | 0.12% | Add |
| JPMorgan Chase & Co history | 51.80K | $29.67M | 0.00% | Add |
| Dodge & Cox history | 40.72K | $23.33M | 0.01% | Hold |
| Marshall Wace history | 36.65K | $21.00M | 0.02% | Reduce |
| ARK Invest history | 34.17K | $19.57M | 0.13% | Add |
| Temasek Holdings history | 27.36K | $15.67M | 0.05% | New |
| Two Sigma Investments history | 27.20K | $15.58M | 0.02% | Reduce |
| Lazard Asset Management history | 19.32K | $11.07M | 0.02% | Reduce |
| T. Rowe Price Associates history | 5.99M | $3.43M | 0.37% | Reduce |
| Harris Associates (Oakmark) history | 2.41K | $1.38M | 0.00% | Hold |
Q3 2025 — 49 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 45.94M | $21.92B | 0.33% | Hold |
| BlackRock Inc history | 34.28M | $16.36B | 0.30% | Add |
| Geode Capital Management history | 10.52M | $5.01B | 0.32% | Hold |
| Morgan Stanley history | 7.24M | $3.45B | 0.21% | Reduce |
| Gates Foundation Trust history | 6.35M | $3.03B | 8.29% | Reduce |
| Northern Trust Corp history | 6.24M | $2.98B | 0.38% | Reduce |
| Bank of America Corp history | 6.05M | $2.89B | 0.20% | Add |
| Wellington Management Group history | 5.23M | $2.49B | 0.45% | Add |
| Capital World Investors history | 4.59M | $2.19B | 0.30% | Hold |
| Capital Research Global Investors history | 4.30M | $2.05B | 0.39% | Hold |
| BNY Mellon history | 3.55M | $1.70B | 0.31% | Add |
| Charles Schwab Investment Management history | 3.34M | $1.59B | 0.25% | Hold |
| Fidelity Management & Research (FMR) history | 3.13M | $1.49B | 0.08% | Add |
| Goldman Sachs Group history | 3.04M | $1.45B | 0.18% | Reduce |
| Invesco Ltd history | 2.96M | $1.41B | 0.23% | Reduce |
| Legal & General Investment Management America history | 2.80M | $1.34B | 0.30% | Add |
| Citadel Advisors history | 2.54M | $1.21B | 0.19% | Add |
| Amundi US history | 2.38M | $1.18B | 0.38% | Add |
| UBS Group AG history | 2.05M | $976.35M | 0.16% | Reduce |
| Wells Fargo & Co history | 2.02M | $961.87M | 0.19% | Add |
| MFS Investment Management history | 1.83M | $873.38M | 0.27% | Add |
| Deutsche Bank AG history | 1.35M | $643.28M | 0.22% | Reduce |
| National Pension Service of Korea history | 1.03M | $489.20M | 0.38% | Add |
| Millennium Management history | 983.74K | $469.39M | 0.21% | Reduce |
| Citigroup Inc history | 845.88K | $403.61M | 0.19% | Reduce |
| Principal Global Investors history | 587.37K | $280.26M | 0.14% | Reduce |
| Fidelity International (FIL) history | 582.16K | $277.78M | 0.22% | Add |
| Franklin Resources history | 513.50K | $245.02M | 0.06% | Reduce |
| CPP Investments history | 505.03K | $240.97M | 0.17% | Add |
| Two Sigma Investments history | 403.73K | $192.64M | 0.31% | Add |
| Balyasny Asset Management history | 396.69K | $189.28M | 0.25% | Reduce |
| CDPQ (Caisse de Depot) history | 378.16K | $180.44M | 0.33% | Add |
| PNC Financial Services history | 358.73K | $171.17M | 0.10% | Reduce |
| Markel Corp history | 328.65K | $156.82M | 1.27% | Hold |
| D. E. Shaw & Co history | 322.32K | $153.79M | 0.09% | Reduce |
| Manulife Financial history | 306.79K | $146.39M | 0.12% | Reduce |
| Prudential Financial history | 299.92K | $143.11M | 0.17% | Add |
| AQR Capital Management history | 246.40K | $116.86M | 0.07% | Add |
| Janus Henderson Group history | 115.76K | $55.21M | 0.03% | Add |
| Marshall Wace history | 43.23K | $20.63M | 0.02% | Reduce |
| Point72 Asset Management history | 42.30K | $20.18M | 0.04% | Reduce |
| Dodge & Cox history | 40.79K | $19.46M | 0.01% | Reduce |
| PSP Investments history | 40.43K | $19.29M | 0.07% | Add |
| Lazard Asset Management history | 32.98K | $15.74M | 0.02% | Add |
| ARK Invest history | 31.14K | $14.86M | 0.09% | Add |
| Davidson Kempner Capital Management history | 30.00K | $14.31M | 0.29% | Add |
| T. Rowe Price Associates history | 6.81M | $3.25M | 0.35% | Add |
| JPMorgan Chase & Co history | 6.30K | $3.01M | 0.00% | Add |
| Harris Associates (Oakmark) history | 2.41K | $1.15M | 0.00% | Reduce |
Q2 2025 — 52 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 46.06M | $17.88B | 0.29% | Hold |
| BlackRock Inc history | 33.83M | $13.13B | 0.26% | Reduce |
| Geode Capital Management history | 10.47M | $4.06B | 0.28% | Hold |
| Gates Foundation Trust history | 7.35M | $2.85B | 5.97% | Hold |
| Morgan Stanley history | 7.29M | $2.83B | 0.19% | Add |
| Northern Trust Corp history | 6.45M | $2.50B | 0.34% | Reduce |
| Norges Bank Investment Management history | 5.58M | $2.17B | 0.27% | Reduce |
| Bank of America Corp history | 5.33M | $2.07B | 0.15% | Reduce |
| Capital World Investors history | 4.59M | $1.78B | 0.26% | Reduce |
| Capital Research Global Investors history | 4.30M | $1.67B | 0.34% | Add |
| Charles Schwab Investment Management history | 3.34M | $1.30B | 0.22% | Add |
| Invesco Ltd history | 3.28M | $1.27B | 0.22% | Add |
| Goldman Sachs Group history | 3.19M | $1.24B | 0.17% | Reduce |
| BNY Mellon history | 2.94M | $1.14B | 0.22% | Reduce |
| Legal & General Investment Management America history | 2.74M | $1.06B | 0.26% | Add |
| UBS Group AG history | 2.37M | $921.35M | 0.16% | Add |
| Amundi US history | 1.91M | $761.67M | 0.27% | Add |
| Wells Fargo & Co history | 1.90M | $739.01M | 0.16% | Add |
| Citadel Advisors history | 1.89M | $735.58M | 0.13% | Add |
| Fidelity Management & Research (FMR) history | 1.80M | $698.54M | 0.04% | Reduce |
| Deutsche Bank AG history | 1.52M | $589.06M | 0.22% | Add |
| Millennium Management history | 1.26M | $488.10M | 0.24% | Add |
| Citigroup Inc history | 1.16M | $450.65M | 0.23% | Hold |
| National Pension Service of Korea history | 994.30K | $386.00M | 0.33% | Hold |
| Marshall Wace history | 761.80K | $295.74M | 0.33% | Add |
| Principal Global Investors history | 606.01K | $235.26M | 0.12% | Reduce |
| Franklin Resources history | 518.90K | $201.44M | 0.06% | Reduce |
| D. E. Shaw & Co history | 456.91K | $177.38M | 0.14% | Reduce |
| Balyasny Asset Management history | 427.77K | $166.06M | 0.25% | Add |
| CPP Investments history | 374.64K | $145.44M | 0.12% | Reduce |
| PNC Financial Services history | 362.97K | $140.91M | 0.09% | Reduce |
| Markel Corp history | 328.65K | $127.59M | 1.08% | Hold |
| Manulife Financial history | 310.73K | $120.63M | 0.11% | Reduce |
| Prudential Financial history | 292.04K | $113.37M | 0.15% | Add |
| CDPQ (Caisse de Depot) history | 210.76K | $81.82M | 0.17% | Reduce |
| Arrowstreet Capital history | 187.37K | $72.74M | 0.05% | Hold |
| Two Sigma Investments history | 144.20K | $55.98M | 0.10% | Add |
| Wellington Management Group history | 129.09K | $50.12M | 0.01% | Add |
| Fidelity International (FIL) history | 119.91K | $46.55M | 0.04% | Add |
| AQR Capital Management history | 103.96K | $40.19M | 0.03% | Add |
| MFS Investment Management history | 93.78K | $36.41M | 0.01% | New |
| Point72 Asset Management history | 82.45K | $32.01M | 0.07% | Add |
| Janus Henderson Group history | 59.99K | $23.28M | 0.01% | Reduce |
| Dodge & Cox history | 41.92K | $16.27M | 0.01% | Hold |
| PSP Investments history | 34.76K | $13.49M | 0.06% | Reduce |
| Moore Capital Management history | 27.89K | $10.83M | 0.14% | New |
| ARK Invest history | 27.88K | $10.82M | 0.08% | Add |
| Davidson Kempner Capital Management history | 25.00K | $9.71M | 0.18% | New |
| JPMorgan Chase & Co history | 3.10K | $1.20M | 0.00% | Reduce |
| Harris Associates (Oakmark) history | 2.66K | $1.03M | 0.00% | Add |
| T. Rowe Price Associates history | 1.86M | $720.36K | 0.08% | Add |
| Lazard Asset Management history | 29.66K | $11.52K | 0.02% | Reduce |
Q1 2025 — 51 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 46.22M | $15.24B | 0.28% | Reduce |
| BlackRock Inc history | 35.38M | $11.67B | 0.26% | Hold |
| Geode Capital Management history | 10.52M | $3.47B | 0.27% | Add |
| Capital World Investors history | 8.07M | $2.66B | 0.43% | Reduce |
| Gates Foundation Trust history | 7.35M | $2.43B | 5.80% | Hold |
| Morgan Stanley history | 7.17M | $2.36B | 0.17% | Reduce |
| Northern Trust Corp history | 6.60M | $2.18B | 0.32% | Reduce |
| Bank of America Corp history | 6.41M | $2.11B | 0.17% | Add |
| Capital Research Global Investors history | 3.74M | $1.23B | 0.27% | Add |
| Charles Schwab Investment Management history | 3.30M | $1.09B | 0.20% | Hold |
| Goldman Sachs Group history | 3.23M | $1.06B | 0.17% | Reduce |
| BNY Mellon history | 3.16M | $1.04B | 0.21% | Reduce |
| Invesco Ltd history | 3.14M | $1.04B | 0.20% | Add |
| Legal & General Investment Management America history | 2.61M | $860.15M | 0.23% | Add |
| UBS Group AG history | 2.31M | $760.39M | 0.14% | Reduce |
| Fidelity Management & Research (FMR) history | 1.94M | $638.19M | 0.04% | Reduce |
| Citadel Advisors history | 1.87M | $615.78M | 0.12% | Reduce |
| Wells Fargo & Co history | 1.86M | $612.45M | 0.14% | Add |
| Amundi US history | 1.55M | $475.42M | 0.18% | Reduce |
| Deutsche Bank AG history | 1.41M | $464.36M | 0.19% | Reduce |
| Citigroup Inc history | 1.16M | $382.64M | 0.20% | Add |
| National Pension Service of Korea history | 997.58K | $329.00M | 0.32% | Add |
| D. E. Shaw & Co history | 938.66K | $309.57M | 0.30% | Add |
| Millennium Management history | 712.80K | $235.08M | 0.13% | Add |
| Principal Global Investors history | 658.97K | $217.33M | 0.12% | Reduce |
| Franklin Resources history | 569.53K | $187.83M | 0.06% | Add |
| PNC Financial Services history | 424.64K | $140.05M | 0.07% | Add |
| CPP Investments history | 397.85K | $131.21M | 0.13% | Add |
| CDPQ (Caisse de Depot) history | 376.72K | $124.24M | 0.26% | Reduce |
| Manulife Financial history | 371.18K | $122.41M | 0.12% | Reduce |
| Markel Corp history | 328.05K | $108.19M | 0.96% | Add |
| Prudential Financial history | 274.56K | $90.55M | 0.13% | Reduce |
| Arrowstreet Capital history | 187.49K | $61.83M | 0.05% | New |
| Marshall Wace history | 145.06K | $47.84M | 0.06% | Add |
| Wellington Management Group history | 114.74K | $37.84M | 0.01% | Add |
| AQR Capital Management history | 81.98K | $26.63M | 0.03% | Reduce |
| Balyasny Asset Management history | 72.24K | $23.83M | 0.04% | Reduce |
| PSP Investments history | 64.47K | $21.26M | 0.09% | Add |
| Renaissance Technologies history | 63.36K | $20.90M | 0.03% | Reduce |
| Janus Henderson Group history | 62.39K | $20.56M | 0.01% | Reduce |
| Dodge & Cox history | 41.95K | $13.84M | 0.01% | Hold |
| JPMorgan Chase & Co history | 37.10K | $12.24M | 0.00% | Reduce |
| Temasek Holdings history | 25.12K | $8.29M | 0.03% | Reduce |
| ARK Invest history | 20.86K | $6.88M | 0.07% | Hold |
| Point72 Asset Management history | 14.50K | $4.78M | 0.01% | Reduce |
| Fidelity International (FIL) history | 3.34K | $1.10M | 0.00% | Add |
| Two Sigma Investments history | 2.05K | $676.75K | 0.00% | Add |
| Harris Associates (Oakmark) history | 1.88K | $620.02K | 0.00% | Reduce |
| T. Rowe Price Associates history | 1.04M | $342.37K | 0.04% | Add |
| Saudi Arabian Monetary Authority history | 190 | $62.66K | 0.33% | New |
| Lazard Asset Management history | 62.31K | $20.55K | 0.03% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 50.50K sh · $52.18M
- Moore Capital Management 3.39K sh · $3.61M
Fully Exited (vs previous quarter)
- Alkeon Capital Management sold 400.00K sh · $283.38M
- Janus Henderson Group sold 115.52K sh · $81.83M
- Renaissance Technologies sold 21.51K sh · $15.24M
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 | 37.99M | 37.19M | 36.21M | 34.28M | 33.83M | 35.38M | 35.52M | 35.41M | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 11.18M | 11.13M | 10.61M | 10.52M | 10.47M | 10.52M | 10.45M | 10.21M | 10.15M | 10.22M | 9.87M | 9.65M | 9.53M | 9.38M | 9.13M | 9.02M | 8.89M | 8.78M | 8.62M | 8.57M |
| Morgan Stanley | 7.50M | 7.50M | 7.08M | 7.24M | 7.29M | 7.17M | 7.52M | 7.61M | 7.28M | 7.20M | 7.20M | 6.83M | 6.78M | 6.58M | 6.61M | 5.64M | 6.15M | 4.49M | 4.81M | 4.81M |
| Gates Foundation Trust | 6.35M | 6.35M | 6.35M | 6.35M | 7.35M | 7.35M | 7.35M | 7.35M | 7.35M | 7.35M | 7.35M | 7.35M | 7.35M | 7.35M | 7.35M | 7.35M | 7.35M | 7.35M | 9.69M | 9.69M |
| Fidelity Management & Research (FMR) | 5.78M | 3.82M | 4.06M | 3.13M | 1.80M | 1.94M | 4.74M | 4.85M | 5.34M | 5.95M | 5.52M | 6.04M | 5.26M | 5.67M | 4.64M | 4.34M | 6.25M | 6.24M | 4.17M | 5.02M |
| Northern Trust Corp | 5.66M | 5.68M | 5.85M | 6.24M | 6.45M | 6.60M | 6.85M | 6.12M | 6.36M | 6.42M | 6.65M | 6.96M | 6.85M | 6.94M | 7.00M | 7.08M | 7.18M | 7.36M | 7.43M | 7.53M |
| Bank of America Corp | 5.46M | 5.68M | 6.74M | 6.05M | 5.33M | 6.41M | 4.82M | 6.02M | 5.03M | 4.73M | 4.96M | 5.53M | 4.75M | 4.91M | 4.94M | 4.68M | 4.95M | 4.72M | 4.19M | 4.27M |
| Citadel Advisors | 5.24M | 3.94M | 2.94M | 2.54M | 1.89M | 1.87M | 2.23M | 2.47M | 3.57M | 3.57M | 3.60M | 3.12M | 2.85M | 4.55M | 7.46M | 4.34M | 3.36M | 3.71M | 2.82M | 3.74M |
| Goldman Sachs Group | 3.92M | 3.42M | 3.33M | 3.04M | 3.19M | 3.23M | 3.42M | 3.30M | 3.67M | 3.31M | 3.49M | 4.01M | 4.14M | 3.68M | 3.21M | 4.74M | 4.50M | 3.78M | 3.53M | 3.53M |
| Charles Schwab Investment Management | 3.32M | 3.35M | 3.35M | 3.34M | 3.34M | 3.30M | 3.29M | 3.23M | 3.22M | 3.29M | 3.26M | 2.74M | 2.74M | 2.76M | 2.75M | 2.74M | 2.69M | 2.70M | 2.60M | 2.55M |
| Invesco Ltd | 3.28M | 3.85M | 3.03M | 2.96M | 3.28M | 3.14M | 2.99M | 2.98M | 3.19M | 2.71M | 3.04M | 3.07M | 3.43M | 3.47M | 3.25M | 3.26M | 3.24M | 3.43M | 4.86M | 4.22M |
| Capital World Investors | 3.06M | 3.54M | 4.01M | 4.59M | 4.59M | 8.07M | 16.40M | 17.49M | 19.29M | 28.17M | 29.03M | 28.93M | 28.80M | 28.78M | 29.09M | 29.06M | 27.12M | 20.12M | 13.26M | 11.89M |
| BNY Mellon | 3.00M | 3.45M | 3.56M | 3.55M | 2.94M | 3.16M | 3.24M | 3.28M | 3.43M | 3.61M | 3.78M | 4.31M | 4.74M | 5.05M | 5.34M | 5.44M | 5.35M | 4.63M | 4.80M | 4.79M |
| Legal & General Investment Management America | 2.61M | 2.77M | 2.72M | 2.80M | 2.74M | 2.61M | 2.59M | 3.49M | 3.86M | 3.78M | 3.82M | 2.95M | 3.12M | 3.16M | 3.24M | 3.53M | 3.71M | 3.79M | 3.62M | 3.70M |
| Capital Research Global Investors | 2.20M | 3.20M | 2.85M | 4.30M | 4.30M | 3.74M | 2.92M | 1.73M | 1.73M | 2.02M | 1.90M | 1.90M | 1.81M | 1.81M | 1.81M | 1.81M | 2.82M | 3.23M | 3.23M | 3.23M |
| Wells Fargo & Co | 2.14M | 2.05M | 2.03M | 2.02M | 1.90M | 1.86M | 1.81M | 1.87M | 1.94M | 1.87M | 2.27M | 1.74M | 1.80M | 1.86M | 1.87M | 2.02M | 2.08M | 2.26M | 5.20K | 2.90M |
| Amundi US | 2.06M | 2.22M | 1.71M | 2.38M | 1.91M | 1.55M | 2.17M | 1.85M | 2.17M | 2.44M | 3.20M | 2.88M | 3.00M | 3.26M | 3.77M | 3.73M | 3.13M | 2.71M | 2.44M | 2.18M |
| UBS Group AG | 1.88M | 1.70M | 1.52M | 2.05M | 2.37M | 2.31M | 2.52M | 2.15M | 2.13M | 2.13M | 1.97M | 1.78M | 1.79M | 1.83M | 2.27M | 1.80M | 2.36M | 1.56M | 2.09M | 1.90M |
| MFS Investment Management | 1.75M | 1.58M | 1.84M | 1.83M | 93.78K | — | — | — | — | — | — | 536.08K | 327.13K | 676.45K | — | — | — | — | — | 84.41K |
| Citigroup Inc | 1.45M | 1.60M | 647.92K | 845.88K | 1.16M | 1.16M | 865.19K | 2.77M | 854.23K | 2.31M | 915.93K | 853.56K | 1.58M | 2.05M | 1.87M | 737.77K | 873.53K | 1.07M | 1.51M | 1.46M |
▲ 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