CHE — CHEMED CORP NEW
Reported value held$3.21B
Funds holding (latest)49
SectorHealth Care
Funds holding (Q2 2026)41
Institutional value$2.55B · 5.50M sh
New / Add / Cut / Exit2 / 21 / 17 / 1
Top-5 / Top-10 concentration63.8% / 79.9%
Institutional holdings change
Accumulating +21.9%
(+989.63K sh)
Institutional value change
Up +49.9%
As of Q2 2026, 41 SEC-registered investment managers reported holding CHE (CHEMED CORP NEW) in their latest 13F filings, with a combined reported value of $2.55B across 5.50M shares. That is +21.9% by share count (+989.63K shares) versus the previous quarter, while reported value moved +49.9%. Ownership is concentrated: the five largest holders account for 63.8% of reported value and the top ten for 79.9%.
Compared with the prior quarter, 2 opened new positions, 21 added to existing stakes, 17 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
CHE is classified in the Health Care 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 — 41 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.48M | $691.29M | 0.01% | Add |
| AQR Capital Management history | 972.47K | $446.21M | 0.16% | Add |
| Geode Capital Management history | 413.94K | $192.82M | 0.01% | Add |
| JPMorgan Chase & Co history | 403.39K | $185.81M | 0.02% | New |
| Morgan Stanley history | 232.30K | $108.19M | 0.01% | Add |
| Northern Trust Corp history | 199.15K | $92.75M | 0.01% | Add |
| Goldman Sachs Group history | 183.94K | $85.67M | 0.01% | Add |
| Charles Schwab Investment Management history | 170.36K | $79.34M | 0.01% | Add |
| Arrowstreet Capital history | 166.15K | $77.38M | 0.03% | Add |
| Norges Bank Investment Management history | 163.40K | $76.10M | 0.01% | Reduce |
| Invesco Ltd history | 150.37K | $70.03M | 0.01% | Add |
| UBS Group AG history | 106.50K | $49.60M | 0.01% | Reduce |
| Bank of America Corp history | 103.61K | $48.26M | 0.00% | Add |
| CDPQ (Caisse de Depot) history | 95.14K | $44.31M | 0.06% | Reduce |
| BNY Mellon history | 94.05K | $43.80M | 0.01% | Reduce |
| Point72 Asset Management history | 74.46K | $34.68M | 0.04% | New |
| Amundi US history | 53.86K | $25.08M | 0.01% | Add |
| Millennium Management history | 50.40K | $23.48M | 0.01% | Reduce |
| Balyasny Asset Management history | 40.06K | $18.66M | 0.02% | Add |
| Renaissance Technologies history | 39.08K | $18.20M | 0.03% | Add |
| Principal Global Investors history | 30.14K | $14.04M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 29.27K | $13.63M | 0.00% | Reduce |
| Citadel Advisors history | 26.80K | $12.48M | 0.00% | Reduce |
| Fidelity International (FIL) history | 24.50K | $11.41M | 0.01% | Hold |
| Two Sigma Investments history | 22.32K | $10.40M | 0.01% | Reduce |
| Wells Fargo & Co history | 22.10K | $10.29M | 0.00% | Reduce |
| Bridgewater Associates history | 20.40K | $9.50M | 0.04% | Add |
| Legal & General Investment Management America history | 19.93K | $9.28M | 0.00% | Reduce |
| PSP Investments history | 18.57K | $8.65M | 0.02% | Add |
| Deutsche Bank AG history | 16.75K | $7.80M | 0.00% | Add |
| Citigroup Inc history | 13.87K | $6.46M | 0.00% | Add |
| Manulife Financial history | 9.47K | $4.41M | 0.00% | Reduce |
| Franklin Resources history | 8.89K | $4.14M | 0.00% | Reduce |
| Lazard Asset Management history | 8.06K | $3.75M | 0.01% | Add |
| D. E. Shaw & Co history | 6.16K | $2.87M | 0.00% | Reduce |
| Moore Capital Management history | 5.07K | $2.36M | 0.04% | Reduce |
| CPP Investments history | 3.44K | $1.60M | 0.00% | Add |
| Marshall Wace history | 2.49K | $1.16M | 0.00% | Reduce |
| PNC Financial Services history | 2.48K | $1.15M | 0.00% | Add |
| Prudential Financial history | 769 | $358.15K | 0.00% | Reduce |
| T. Rowe Price Associates history | 13.10K | $6.10K | 0.00% | Add |
Q1 2026 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.34M | $504.92M | 0.01% | Add |
| AQR Capital Management history | 415.61K | $156.99M | 0.07% | Add |
| Geode Capital Management history | 411.05K | $155.29M | 0.01% | Add |
| Two Sigma Investments history | 301.59K | $113.92M | 0.10% | Add |
| Morgan Stanley history | 227.05K | $85.77M | 0.01% | Reduce |
| Northern Trust Corp history | 174.67K | $65.98M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 164.00K | $61.95M | 0.01% | Add |
| Arrowstreet Capital history | 152.47K | $57.59M | 0.03% | Reduce |
| UBS Group AG history | 141.90K | $53.60M | 0.01% | Add |
| Invesco Ltd history | 139.16K | $52.56M | 0.01% | Add |
| Goldman Sachs Group history | 138.00K | $52.13M | 0.01% | Reduce |
| Citadel Advisors history | 118.72K | $44.84M | 0.01% | Add |
| CDPQ (Caisse de Depot) history | 115.93K | $43.79M | 0.07% | Add |
| BNY Mellon history | 108.31K | $40.91M | 0.01% | Reduce |
| Millennium Management history | 104.61K | $39.52M | 0.02% | Reduce |
| Bank of America Corp history | 95.99K | $36.26M | 0.00% | Hold |
| Wells Fargo & Co history | 53.91K | $20.36M | 0.00% | Reduce |
| D. E. Shaw & Co history | 42.91K | $16.21M | 0.01% | Reduce |
| Amundi US history | 35.55K | $13.43M | 0.00% | Add |
| Principal Global Investors history | 31.60K | $11.94M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 30.03K | $11.34M | 0.00% | Reduce |
| Fidelity International (FIL) history | 24.50K | $9.25M | 0.01% | Reduce |
| Balyasny Asset Management history | 21.00K | $7.93M | 0.01% | Add |
| Legal & General Investment Management America history | 20.97K | $7.92M | 0.00% | Reduce |
| Renaissance Technologies history | 12.34K | $4.66M | 0.01% | Reduce |
| PSP Investments history | 11.47K | $4.33M | 0.01% | Reduce |
| Moore Capital Management history | 10.39K | $3.92M | 0.08% | Reduce |
| Manulife Financial history | 9.99K | $3.77M | 0.00% | Reduce |
| Franklin Resources history | 9.68K | $3.66M | 0.00% | Reduce |
| Lazard Asset Management history | 7.39K | $2.79M | 0.01% | Add |
| Marshall Wace history | 7.12K | $2.69M | 0.00% | New |
| Janus Henderson Group history | 6.47K | $2.45M | 0.00% | Hold |
| Citigroup Inc history | 5.12K | $1.93M | 0.00% | Add |
| Bridgewater Associates history | 5.06K | $1.91M | 0.01% | Reduce |
| Deutsche Bank AG history | 3.05K | $1.15M | 0.00% | Add |
| CPP Investments history | 2.12K | $800.81K | 0.00% | Reduce |
| PNC Financial Services history | 1.99K | $752.84K | 0.00% | Add |
| Prudential Financial history | 803 | $303.32K | 0.00% | Reduce |
| T. Rowe Price Associates history | 12.66K | $4.78K | 0.00% | Add |
Q4 2025 — 41 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 1.47M | $629.92M | 0.01% | Reduce |
| BlackRock Inc history | 1.29M | $549.98M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 521.90K | $223.30M | 0.03% | Add |
| Geode Capital Management history | 358.11K | $153.25M | 0.01% | Reduce |
| AQR Capital Management history | 325.58K | $139.30M | 0.07% | Add |
| Morgan Stanley history | 258.83K | $110.75M | 0.01% | Reduce |
| Northern Trust Corp history | 193.99K | $83.00M | 0.01% | Reduce |
| Norges Bank Investment Management history | 177.78K | $76.07M | 0.01% | Reduce |
| Goldman Sachs Group history | 158.09K | $67.64M | 0.01% | Add |
| Arrowstreet Capital history | 154.52K | $66.11M | 0.04% | Add |
| Charles Schwab Investment Management history | 149.97K | $64.17M | 0.01% | Add |
| Millennium Management history | 137.15K | $58.68M | 0.03% | Add |
| Invesco Ltd history | 129.51K | $55.41M | 0.01% | Reduce |
| UBS Group AG history | 121.48K | $51.98M | 0.01% | Add |
| Two Sigma Investments history | 109.92K | $47.03M | 0.07% | Add |
| BNY Mellon history | 109.21K | $46.73M | 0.01% | Reduce |
| Bank of America Corp history | 95.93K | $41.05M | 0.00% | Reduce |
| Wells Fargo & Co history | 94.92K | $40.61M | 0.01% | Reduce |
| CDPQ (Caisse de Depot) history | 93.66K | $40.07M | 0.07% | Reduce |
| Fidelity Management & Research (FMR) history | 81.14K | $34.72M | 0.00% | Reduce |
| D. E. Shaw & Co history | 59.47K | $25.45M | 0.01% | Add |
| Fidelity International (FIL) history | 38.60K | $16.52M | 0.01% | Reduce |
| Principal Global Investors history | 30.46K | $13.03M | 0.01% | Reduce |
| Legal & General Investment Management America history | 23.46K | $10.04M | 0.00% | Reduce |
| Citadel Advisors history | 22.86K | $9.78M | 0.00% | Reduce |
| PSP Investments history | 14.10K | $6.03M | 0.02% | Add |
| Renaissance Technologies history | 12.54K | $5.37M | 0.01% | Reduce |
| Moore Capital Management history | 12.21K | $5.23M | 0.08% | New |
| Bridgewater Associates history | 11.28K | $4.83M | 0.02% | Add |
| Manulife Financial history | 10.39K | $4.45M | 0.00% | Reduce |
| Franklin Resources history | 9.85K | $4.21M | 0.00% | Reduce |
| Balyasny Asset Management history | 8.08K | $3.46M | 0.01% | New |
| Lazard Asset Management history | 7.16K | $3.07M | 0.01% | Reduce |
| Janus Henderson Group history | 6.47K | $2.77M | 0.00% | Hold |
| CPP Investments history | 4.04K | $1.73M | 0.00% | Add |
| Citigroup Inc history | 3.67K | $1.57M | 0.00% | Add |
| Deutsche Bank AG history | 2.93K | $1.25M | 0.00% | Add |
| PNC Financial Services history | 1.62K | $694.42K | 0.00% | Reduce |
| Prudential Financial history | 902 | $388.60K | 0.00% | Reduce |
| Amundi US history | 502 | $214.80K | 0.00% | Reduce |
| T. Rowe Price Associates history | 11.37K | $4.86K | 0.00% | Add |
Q3 2025 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 1.54M | $688.84M | 0.01% | Reduce |
| BlackRock Inc history | 1.34M | $598.74M | 0.01% | Hold |
| JPMorgan Chase & Co history | 499.97K | $223.86M | 0.03% | Add |
| Geode Capital Management history | 366.56K | $164.14M | 0.01% | Add |
| Morgan Stanley history | 349.26K | $156.38M | 0.01% | Add |
| Northern Trust Corp history | 215.20K | $96.35M | 0.01% | Add |
| AQR Capital Management history | 172.11K | $77.06M | 0.05% | Reduce |
| Charles Schwab Investment Management history | 149.16K | $66.79M | 0.01% | Add |
| Invesco Ltd history | 144.63K | $64.76M | 0.01% | Reduce |
| BNY Mellon history | 122.37K | $54.79M | 0.01% | Reduce |
| Goldman Sachs Group history | 115.05K | $51.51M | 0.01% | Add |
| Fidelity International (FIL) history | 114.60K | $51.31M | 0.04% | Reduce |
| UBS Group AG history | 112.12K | $50.20M | 0.01% | Add |
| Wells Fargo & Co history | 110.67K | $49.55M | 0.01% | Reduce |
| Bank of America Corp history | 100.74K | $45.10M | 0.00% | Add |
| CDPQ (Caisse de Depot) history | 100.49K | $44.99M | 0.08% | Add |
| Arrowstreet Capital history | 95.57K | $42.79M | 0.03% | Add |
| Fidelity Management & Research (FMR) history | 85.81K | $38.42M | 0.00% | Reduce |
| Millennium Management history | 79.53K | $35.61M | 0.02% | Reduce |
| Citadel Advisors history | 63.93K | $28.62M | 0.00% | Add |
| Renaissance Technologies history | 49.00K | $21.94M | 0.03% | Reduce |
| Principal Global Investors history | 32.36K | $14.49M | 0.01% | Reduce |
| Legal & General Investment Management America history | 29.19K | $13.07M | 0.00% | Reduce |
| Amundi US history | 27.65K | $12.04M | 0.00% | Add |
| D. E. Shaw & Co history | 23.93K | $10.71M | 0.01% | Reduce |
| Two Sigma Investments history | 15.98K | $7.15M | 0.01% | Reduce |
| Marshall Wace history | 14.15K | $6.34M | 0.01% | Add |
| Manulife Financial history | 11.56K | $5.18M | 0.00% | Reduce |
| Franklin Resources history | 10.68K | $4.78M | 0.00% | Reduce |
| PSP Investments history | 9.00K | $4.03M | 0.01% | Reduce |
| Lazard Asset Management history | 7.84K | $3.51M | 0.01% | Reduce |
| Janus Henderson Group history | 6.47K | $2.90M | 0.00% | Hold |
| Bridgewater Associates history | 4.53K | $2.03M | 0.01% | Add |
| CPP Investments history | 4.00K | $1.79M | 0.00% | Add |
| Citigroup Inc history | 3.41K | $1.53M | 0.00% | Reduce |
| Deutsche Bank AG history | 2.89K | $1.30M | 0.00% | Add |
| PNC Financial Services history | 1.73K | $775.04K | 0.00% | Reduce |
| Prudential Financial history | 1.44K | $644.75K | 0.00% | Reduce |
| T. Rowe Price Associates history | 10.90K | $4.88K | 0.00% | Reduce |
Q2 2025 — 42 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 1.60M | $780.34M | 0.01% | Reduce |
| BlackRock Inc history | 1.34M | $651.94M | 0.01% | Reduce |
| Geode Capital Management history | 355.81K | $173.27M | 0.01% | Hold |
| Morgan Stanley history | 346.01K | $168.49M | 0.01% | Add |
| JPMorgan Chase & Co history | 224.54K | $109.34M | 0.01% | Reduce |
| Northern Trust Corp history | 201.71K | $98.22M | 0.01% | Reduce |
| AQR Capital Management history | 201.04K | $97.89M | 0.08% | Add |
| Fidelity Management & Research (FMR) history | 188.82K | $91.94M | 0.01% | Reduce |
| Norges Bank Investment Management history | 183.57K | $89.39M | 0.01% | Add |
| Invesco Ltd history | 153.90K | $74.94M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 144.69K | $70.45M | 0.01% | Reduce |
| Millennium Management history | 134.78K | $65.63M | 0.03% | Add |
| BNY Mellon history | 131.92K | $64.24M | 0.01% | Reduce |
| Fidelity International (FIL) history | 119.60K | $58.24M | 0.05% | Add |
| Wells Fargo & Co history | 115.13K | $56.06M | 0.01% | Reduce |
| Bank of America Corp history | 95.13K | $46.32M | 0.00% | Add |
| CDPQ (Caisse de Depot) history | 90.78K | $44.20M | 0.09% | Add |
| Renaissance Technologies history | 88.50K | $43.09M | 0.06% | Add |
| Principal Global Investors history | 79.13K | $38.53M | 0.02% | Add |
| Goldman Sachs Group history | 57.87K | $28.18M | 0.00% | Add |
| UBS Group AG history | 54.92K | $26.74M | 0.01% | Add |
| D. E. Shaw & Co history | 40.13K | $19.54M | 0.01% | Reduce |
| Two Sigma Investments history | 36.03K | $17.54M | 0.03% | Add |
| Legal & General Investment Management America history | 31.64K | $15.42M | 0.00% | Add |
| Franklin Resources history | 19.08K | $9.29M | 0.00% | Add |
| Citadel Advisors history | 17.74K | $8.64M | 0.00% | Reduce |
| Manulife Financial history | 11.87K | $5.78M | 0.01% | Reduce |
| Arrowstreet Capital history | 11.37K | $5.53M | 0.00% | Add |
| PSP Investments history | 9.20K | $4.48M | 0.02% | New |
| Amundi US history | 8.04K | $3.79M | 0.00% | Reduce |
| Janus Henderson Group history | 6.47K | $3.15M | 0.00% | Add |
| Citigroup Inc history | 4.67K | $2.27M | 0.00% | Add |
| CPP Investments history | 3.40K | $1.66M | 0.00% | Hold |
| Bridgewater Associates history | 2.84K | $1.38M | 0.01% | Reduce |
| Deutsche Bank AG history | 2.68K | $1.31M | 0.00% | Reduce |
| Ontario Teachers Pension Plan history | 1.97K | $958.76K | 0.02% | Reduce |
| Wellington Management Group history | 1.97K | $957.79K | 0.00% | Reduce |
| PNC Financial Services history | 1.93K | $937.83K | 0.00% | Add |
| Prudential Financial history | 1.68K | $817.55K | 0.00% | Add |
| Marshall Wace history | 1.19K | $579.45K | 0.00% | New |
| Lazard Asset Management history | 21.32K | $10.38K | 0.02% | Add |
| T. Rowe Price Associates history | 21.24K | $10.34K | 0.00% | Reduce |
Q1 2025 — 43 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 1.64M | $1.01B | 0.02% | Reduce |
| BlackRock Inc history | 1.38M | $850.09M | 0.02% | Hold |
| Geode Capital Management history | 355.98K | $219.09M | 0.02% | Add |
| Morgan Stanley history | 313.69K | $193.02M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 271.14K | $166.84M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 246.12K | $151.44M | 0.02% | Reduce |
| Northern Trust Corp history | 215.52K | $132.62M | 0.02% | Add |
| Invesco Ltd history | 180.39K | $111.00M | 0.02% | Reduce |
| Charles Schwab Investment Management history | 148.92K | $91.63M | 0.02% | Add |
| BNY Mellon history | 146.04K | $89.86M | 0.02% | Add |
| Point72 Asset Management history | 128.68K | $79.18M | 0.19% | Add |
| Wells Fargo & Co history | 120.56K | $74.18M | 0.02% | Reduce |
| Fidelity International (FIL) history | 89.60K | $55.13M | 0.05% | Reduce |
| Bank of America Corp history | 82.42K | $50.71M | 0.00% | Add |
| AQR Capital Management history | 77.06K | $46.81M | 0.05% | Reduce |
| Principal Global Investors history | 72.02K | $44.32M | 0.03% | Reduce |
| Millennium Management history | 71.87K | $44.22M | 0.02% | Reduce |
| Renaissance Technologies history | 51.10K | $31.44M | 0.05% | Add |
| Citadel Advisors history | 48.29K | $29.71M | 0.01% | Reduce |
| UBS Group AG history | 46.27K | $28.47M | 0.01% | Add |
| Goldman Sachs Group history | 43.80K | $26.95M | 0.00% | Reduce |
| D. E. Shaw & Co history | 43.65K | $26.86M | 0.03% | Add |
| Amundi US history | 30.83K | $19.09M | 0.01% | Reduce |
| Legal & General Investment Management America history | 30.44K | $18.73M | 0.01% | Reduce |
| CDPQ (Caisse de Depot) history | 22.83K | $14.05M | 0.03% | Add |
| Franklin Resources history | 17.36K | $10.68M | 0.00% | Add |
| Manulife Financial history | 12.16K | $7.48M | 0.01% | Reduce |
| Deutsche Bank AG history | 11.54K | $7.10M | 0.00% | Add |
| Bridgewater Associates history | 7.67K | $4.72M | 0.02% | Reduce |
| Arrowstreet Capital history | 6.80K | $4.19M | 0.00% | New |
| Balyasny Asset Management history | 6.25K | $3.85M | 0.01% | Reduce |
| Janus Henderson Group history | 6.20K | $3.76M | 0.00% | Reduce |
| Ontario Teachers Pension Plan history | 5.99K | $3.69M | 0.06% | Add |
| Two Sigma Investments history | 3.72K | $2.29M | 0.01% | Reduce |
| CPP Investments history | 3.40K | $2.09M | 0.00% | Add |
| Citigroup Inc history | 3.25K | $2.00M | 0.00% | Reduce |
| Wellington Management Group history | 2.01K | $1.24M | 0.00% | Reduce |
| PNC Financial Services history | 1.85K | $1.14M | 0.00% | Hold |
| Prudential Financial history | 1.31K | $809.15K | 0.00% | Add |
| MFS Investment Management history | 409 | $251.67K | 0.00% | Reduce |
| Farallon Capital Management history | 400 | $246.13K | 0.00% | Hold |
| T. Rowe Price Associates history | 22.82K | $14.04K | 0.00% | Reduce |
| Lazard Asset Management history | 17.50K | $10.77K | 0.02% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 403.39K sh · $185.81M
- Point72 Asset Management 74.46K sh · $34.68M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 6.47K sh · $2.45M
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 | 1.48M | 1.34M | 1.29M | 1.34M | 1.34M | 1.38M | 1.38M | 1.42M | — | — | — | — | — | — | — | — | — | — | — | — |
| AQR Capital Management | 972.47K | 415.61K | 325.58K | 172.11K | 201.04K | 77.06K | 80.67K | 68.36K | 52.09K | 53.88K | 61.08K | 64.66K | 60.73K | 54.36K | 53.73K | 47.64K | 47.29K | 52.46K | 62.28K | 70.02K |
| Geode Capital Management | 413.94K | 411.05K | 358.11K | 366.56K | 355.81K | 355.98K | 340.41K | 335.44K | 319.65K | 299.75K | 279.40K | 270.81K | 263.06K | 247.00K | 250.17K | 245.26K | 244.57K | 222.80K | 218.85K | 219.42K |
| JPMorgan Chase & Co | 403.39K | — | 521.90K | 499.97K | 224.54K | 246.12K | 266.79K | 246.48K | 271.34K | 249.62K | 255.83K | 287.39K | 263.23K | 221.80K | 245.12K | 265.63K | 285.48K | 311.06K | 314.91K | 309.67K |
| Morgan Stanley | 232.30K | 227.05K | 258.83K | 349.26K | 346.01K | 313.69K | 308.11K | 420.52K | 433.83K | 415.84K | 412.82K | 407.96K | 403.69K | 366.21K | 362.27K | 131.74K | 125.65K | 38.67K | 44.95K | 34.13K |
| Northern Trust Corp | 199.15K | 174.67K | 193.99K | 215.20K | 201.71K | 215.52K | 208.53K | 174.82K | 178.90K | 169.30K | 183.72K | 181.58K | 185.08K | 182.56K | 178.21K | 178.90K | 176.46K | 181.86K | 208.48K | 214.54K |
| Goldman Sachs Group | 183.94K | 138.00K | 158.09K | 115.05K | 57.87K | 43.80K | 47.77K | 73.48K | 60.82K | 48.09K | 53.30K | 54.36K | 45.80K | 44.11K | 69.26K | 64.31K | 67.53K | 64.07K | 79.20K | 71.52K |
| Charles Schwab Investment Management | 170.36K | 164.00K | 149.97K | 149.16K | 144.69K | 148.92K | 136.18K | 122.79K | 113.61K | 102.72K | 100.60K | 97.33K | 96.05K | 94.76K | 122.58K | 118.48K | 116.93K | 116.17K | 112.84K | 115.03K |
| Arrowstreet Capital | 166.15K | 152.47K | 154.52K | 95.57K | 11.37K | 6.80K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Norges Bank Investment Management | 163.40K | — | 177.78K | — | 183.57K | — | 180.96K | — | 174.70K | — | 157.95K | — | — | — | 140.48K | — | — | — | — | — |
| Invesco Ltd | 150.37K | 139.16K | 129.51K | 144.63K | 153.90K | 180.39K | 182.14K | 175.19K | 186.28K | 186.16K | 129.79K | 115.14K | 104.15K | 92.32K | 202.60K | 202.25K | 205.03K | 184.31K | 75.55K | 86.22K |
| UBS Group AG | 106.50K | 141.90K | 121.48K | 112.12K | 54.92K | 46.27K | 44.27K | 31.24K | 30.74K | 29.34K | 30.98K | 34.22K | 32.04K | 20.21K | 38.78K | 23.42K | 22.52K | 28.48K | 40.09K | 50.98K |
| Bank of America Corp | 103.61K | 95.99K | 95.93K | 100.74K | 95.13K | 82.42K | 66.25K | 97.76K | 85.23K | 117.64K | 94.77K | 86.66K | 126.41K | 147.14K | 158.14K | 128.90K | 148.21K | 164.61K | 148.96K | 147.33K |
| CDPQ (Caisse de Depot) | 95.14K | 115.93K | 93.66K | 100.49K | 90.78K | 22.83K | 10.46K | 4.91K | — | — | — | — | — | — | — | — | — | — | — | — |
| BNY Mellon | 94.05K | 108.31K | 109.21K | 122.37K | 131.92K | 146.04K | 142.25K | 137.42K | 151.39K | 150.23K | 158.23K | 158.14K | 164.27K | 167.57K | 167.84K | 165.73K | 168.03K | 167.82K | 169.98K | 172.19K |
| Point72 Asset Management | 74.46K | — | — | — | — | 128.68K | 103.03K | — | — | — | — | — | — | 9 | — | — | — | — | — | — |
| Amundi US | 53.86K | 35.55K | 502 | 27.65K | 8.04K | 30.83K | 37.79K | 49.13K | 66.36K | 4.21K | 4.02K | 4.81K | 2.96K | 8.90K | 7.75K | 5 | — | — | — | — |
| Millennium Management | 50.40K | 104.61K | 137.15K | 79.53K | 134.78K | 71.87K | 155.07K | 53.46K | 39.34K | 17.37K | 44.88K | 23.63K | 45.38K | 49.01K | 65.43K | 2.49K | 33.17K | 2.77K | 5.84K | 6.44K |
| Balyasny Asset Management | 40.06K | 21.00K | 8.08K | — | — | 6.25K | 16.94K | — | — | 2.56K | — | — | — | — | — | — | — | 570 | — | — |
| Renaissance Technologies | 39.08K | 12.34K | 12.54K | 49.00K | 88.50K | 51.10K | 47.10K | 47.75K | 61.80K | 73.93K | 89.40K | 77.80K | 97.30K | 104.10K | 118.10K | 133.30K | 166.00K | 128.50K | 130.10K | 144.50K |
▲ 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