CRS — CARPENTER TECHNOLOGY CORP
Reported value held$15.60B
Funds holding (latest)53
SectorIndustrials
Funds holding (Q2 2026)45
Institutional value$14.09B · 23.46M sh
New / Add / Cut / Exit4 / 20 / 20 / 1
Top-5 / Top-10 concentration64.0% / 80.3%
Institutional holdings change
Accumulating +9.4%
(+2.01M sh)
Institutional value change
Up +70.6%
As of Q2 2026, 45 SEC-registered investment managers reported holding CRS (CARPENTER TECHNOLOGY CORP) in their latest 13F filings, with a combined reported value of $14.09B across 23.46M shares. That is +9.4% by share count (+2.01M shares) versus the previous quarter, while reported value moved +70.6%. Ownership is concentrated: the five largest holders account for 64.0% of reported value and the top ten for 80.3%.
Compared with the prior quarter, 4 opened new positions, 20 added to existing stakes, 20 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
CRS 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 — 45 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 6.22M | $3.83B | 0.06% | Add |
| Fidelity Management & Research (FMR) history | 4.18M | $2.58B | 0.12% | Reduce |
| Invesco Ltd history | 1.58M | $974.06M | 0.08% | Reduce |
| AQR Capital Management history | 1.46M | $900.23M | 0.31% | Add |
| JPMorgan Chase & Co history | 1.18M | $719.57M | 0.08% | New |
| Geode Capital Management history | 1.01M | $620.30M | 0.03% | Reduce |
| Lone Pine Capital history | 962.84K | $593.92M | 3.63% | Reduce |
| Goldman Sachs Group history | 745.02K | $459.56M | 0.04% | Add |
| Norges Bank Investment Management history | 513.90K | $316.99M | 0.03% | Reduce |
| Wellington Management Group history | 506.17K | $312.22M | 0.06% | Add |
| Charles Schwab Investment Management history | 449.56K | $277.30M | 0.04% | Add |
| Northern Trust Corp history | 437.61K | $269.93M | 0.03% | Add |
| Morgan Stanley history | 389.42K | $240.21M | 0.01% | Add |
| BNY Mellon history | 374.90K | $231.25M | 0.04% | Reduce |
| UBS Group AG history | 341.46K | $210.63M | 0.03% | Reduce |
| Bank of America Corp history | 300.23K | $185.19M | 0.01% | Reduce |
| MFS Investment Management history | 258.36K | $159.33M | 0.05% | New |
| Citadel Advisors history | 234.91K | $144.90M | 0.02% | Add |
| Franklin Resources history | 225.83K | $139.30M | 0.03% | Reduce |
| Third Point history | 215.00K | $132.62M | 3.15% | Reduce |
| Capital World Investors history | 212.18K | $130.88M | 0.02% | New |
| D. E. Shaw & Co history | 171.27K | $105.65M | 0.06% | Add |
| Two Sigma Investments history | 152.06K | $93.79M | 0.07% | Add |
| PNC Financial Services history | 144.28K | $88.99M | 0.04% | Add |
| Millennium Management history | 129.49K | $79.88M | 0.03% | Add |
| Principal Global Investors history | 112.27K | $69.26M | 0.03% | Add |
| Wells Fargo & Co history | 89.36K | $55.12M | 0.01% | Add |
| Legal & General Investment Management America history | 76.89K | $47.43M | 0.01% | Reduce |
| Bridgewater Associates history | 48.86K | $30.14M | 0.12% | Add |
| Citigroup Inc history | 27.62K | $17.04M | 0.01% | Add |
| Manulife Financial history | 27.36K | $16.87M | 0.01% | Reduce |
| Prudential Financial history | 20.13K | $12.42M | 0.01% | Add |
| Temasek Holdings history | 10.83K | $6.68M | 0.02% | Hold |
| Fidelity International (FIL) history | 8.99K | $5.55M | 0.00% | New |
| Lazard Asset Management history | 8.24K | $5.08M | 0.01% | Add |
| Deutsche Bank AG history | 7.28K | $4.49M | 0.00% | Add |
| Polen Capital Management history | 6.76K | $4.17M | 0.04% | Reduce |
| Moore Capital Management history | 6.52K | $4.02M | 0.06% | Reduce |
| Amundi US history | 5.30K | $3.27M | 0.00% | Reduce |
| Soros Fund Management history | 4.31K | $2.66M | 0.04% | Reduce |
| Marshall Wace history | 1.24K | $764.88K | 0.00% | Reduce |
| T. Rowe Price Associates history | 608.72K | $375.49K | 0.04% | Add |
| Point72 Asset Management history | 500 | $308.42K | 0.00% | Reduce |
| Balyasny Asset Management history | 357 | $220.21K | 0.00% | Reduce |
| ARK Invest history | 178 | $109.80K | 0.00% | Reduce |
Q1 2026 — 41 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.82M | $2.29B | 0.04% | Add |
| Fidelity Management & Research (FMR) history | 4.33M | $1.71B | 0.09% | Add |
| Invesco Ltd history | 1.98M | $778.49M | 0.12% | Reduce |
| Lone Pine Capital history | 1.82M | $716.54M | 5.71% | Add |
| Geode Capital Management history | 1.09M | $430.57M | 0.03% | Add |
| AQR Capital Management history | 724.42K | $284.54M | 0.13% | Add |
| UBS Group AG history | 538.92K | $212.41M | 0.03% | Reduce |
| Bank of America Corp history | 520.39K | $205.11M | 0.01% | Add |
| Charles Schwab Investment Management history | 425.75K | $167.81M | 0.03% | Add |
| Northern Trust Corp history | 425.28K | $167.63M | 0.02% | Add |
| Franklin Resources history | 424.38K | $167.27M | 0.04% | Add |
| BNY Mellon history | 399.70K | $157.54M | 0.03% | Reduce |
| Morgan Stanley history | 349.79K | $137.87M | 0.01% | Reduce |
| Third Point history | 310.00K | $122.19M | 5.87% | Reduce |
| Wellington Management Group history | 277.88K | $109.53M | 0.02% | Add |
| Point72 Asset Management history | 250.87K | $98.88M | 0.13% | Reduce |
| Goldman Sachs Group history | 192.48K | $75.87M | 0.01% | Reduce |
| D. E. Shaw & Co history | 166.59K | $65.66M | 0.04% | Reduce |
| PNC Financial Services history | 138.88K | $54.74M | 0.03% | Add |
| Citadel Advisors history | 117.87K | $46.46M | 0.01% | Reduce |
| Principal Global Investors history | 111.29K | $43.86M | 0.02% | Add |
| Balyasny Asset Management history | 91.31K | $35.99M | 0.05% | Reduce |
| Legal & General Investment Management America history | 78.93K | $31.11M | 0.01% | Reduce |
| Wells Fargo & Co history | 77.17K | $30.41M | 0.01% | Add |
| Two Sigma Investments history | 46.42K | $18.30M | 0.02% | Reduce |
| Bridgewater Associates history | 42.46K | $16.73M | 0.07% | Reduce |
| Millennium Management history | 33.72K | $13.29M | 0.01% | Reduce |
| Manulife Financial history | 29.61K | $11.67M | 0.01% | Reduce |
| Citigroup Inc history | 25.00K | $9.85M | 0.00% | Reduce |
| Janus Henderson Group history | 22.44K | $8.85M | 0.00% | Reduce |
| Moore Capital Management history | 21.57K | $8.50M | 0.17% | Reduce |
| Prudential Financial history | 13.23K | $5.21M | 0.01% | Reduce |
| Polen Capital Management history | 12.43K | $4.90M | 0.03% | Add |
| Marshall Wace history | 11.07K | $4.36M | 0.00% | New |
| Temasek Holdings history | 10.83K | $4.27M | 0.01% | Reduce |
| Soros Fund Management history | 8.44K | $3.33M | 0.04% | New |
| Lazard Asset Management history | 7.15K | $2.82M | 0.01% | Add |
| Amundi US history | 6.64K | $2.62M | 0.00% | Add |
| Deutsche Bank AG history | 4.45K | $1.75M | 0.00% | Add |
| T. Rowe Price Associates history | 504.00K | $198.65K | 0.02% | Reduce |
| ARK Invest history | 253 | $99.72K | 0.00% | Reduce |
Q4 2025 — 44 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.31M | $1.67B | 0.03% | Reduce |
| Vanguard Group history | 4.51M | $1.42B | 0.02% | Reduce |
| Fidelity Management & Research (FMR) history | 3.80M | $1.20B | 0.06% | Add |
| Invesco Ltd history | 2.07M | $652.24M | 0.10% | Add |
| Lone Pine Capital history | 1.31M | $413.37M | 3.04% | New |
| Geode Capital Management history | 975.96K | $307.33M | 0.02% | Add |
| Third Point history | 785.00K | $247.15M | 3.68% | Reduce |
| Norges Bank Investment Management history | 620.17K | $195.25M | 0.02% | Add |
| UBS Group AG history | 606.50K | $190.95M | 0.03% | Add |
| Northern Trust Corp history | 417.31K | $131.39M | 0.02% | Reduce |
| Charles Schwab Investment Management history | 414.84K | $130.61M | 0.02% | Reduce |
| Goldman Sachs Group history | 405.82K | $127.77M | 0.02% | Reduce |
| BNY Mellon history | 404.13K | $127.24M | 0.02% | Reduce |
| Two Sigma Investments history | 381.22K | $120.02M | 0.18% | Add |
| Morgan Stanley history | 373.61K | $117.63M | 0.01% | Reduce |
| AQR Capital Management history | 345.42K | $108.75M | 0.06% | Add |
| Franklin Resources history | 345.19K | $108.68M | 0.03% | Reduce |
| D. E. Shaw & Co history | 307.50K | $96.81M | 0.06% | Reduce |
| Point72 Asset Management history | 296.68K | $93.41M | 0.11% | Add |
| Bank of America Corp history | 257.69K | $81.13M | 0.01% | Add |
| Balyasny Asset Management history | 236.31K | $74.40M | 0.10% | Add |
| Temasek Holdings history | 227.00K | $71.47M | 0.23% | Reduce |
| JPMorgan Chase & Co history | 215.33K | $67.80M | 0.01% | Add |
| Citadel Advisors history | 161.58K | $50.87M | 0.01% | Reduce |
| Bridgewater Associates history | 151.17K | $47.60M | 0.17% | Add |
| PNC Financial Services history | 133.41K | $42.00M | 0.02% | Add |
| Millennium Management history | 128.64K | $40.50M | 0.02% | Add |
| Wellington Management Group history | 116.53K | $36.69M | 0.01% | Reduce |
| Principal Global Investors history | 107.04K | $33.70M | 0.02% | Reduce |
| Legal & General Investment Management America history | 81.12K | $25.54M | 0.01% | Reduce |
| Renaissance Technologies history | 78.80K | $24.81M | 0.04% | Reduce |
| Wells Fargo & Co history | 74.94K | $23.59M | 0.00% | Add |
| Moore Capital Management history | 46.48K | $14.63M | 0.21% | Reduce |
| Arrowstreet Capital history | 45.71K | $14.39M | 0.01% | Reduce |
| Manulife Financial history | 38.59K | $12.15M | 0.01% | Reduce |
| Janus Henderson Group history | 36.09K | $11.36M | 0.01% | Add |
| Citigroup Inc history | 30.13K | $9.49M | 0.00% | Reduce |
| Prudential Financial history | 15.48K | $4.87M | 0.01% | Reduce |
| Polen Capital Management history | 6.06K | $1.91M | 0.01% | Hold |
| Deutsche Bank AG history | 4.28K | $1.35M | 0.00% | Add |
| Amundi US history | 2.93K | $921.22K | 0.00% | Reduce |
| Lazard Asset Management history | 2.46K | $775.77K | 0.00% | Add |
| T. Rowe Price Associates history | 536.89K | $169.03K | 0.02% | Reduce |
| ARK Invest history | 304 | $95.71K | 0.00% | Add |
Q3 2025 — 43 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.74M | $1.41B | 0.03% | Add |
| Vanguard Group history | 4.55M | $1.12B | 0.02% | Reduce |
| Fidelity Management & Research (FMR) history | 3.37M | $827.82M | 0.04% | Reduce |
| Invesco Ltd history | 1.74M | $428.31M | 0.07% | Reduce |
| Geode Capital Management history | 897.37K | $220.38M | 0.01% | Reduce |
| Third Point history | 850.00K | $208.71M | 2.54% | Add |
| Temasek Holdings history | 764.93K | $187.82M | 0.65% | Add |
| Morgan Stanley history | 632.47K | $155.30M | 0.01% | Reduce |
| Goldman Sachs Group history | 436.68K | $107.22M | 0.01% | Reduce |
| Northern Trust Corp history | 429.58K | $105.48M | 0.01% | Reduce |
| BNY Mellon history | 425.25K | $104.42M | 0.02% | Reduce |
| Charles Schwab Investment Management history | 419.03K | $102.89M | 0.02% | Reduce |
| D. E. Shaw & Co history | 381.89K | $93.77M | 0.06% | Add |
| Franklin Resources history | 365.21K | $89.67M | 0.02% | Reduce |
| AQR Capital Management history | 246.56K | $59.95M | 0.04% | Add |
| Citadel Advisors history | 227.52K | $55.86M | 0.01% | Reduce |
| UBS Group AG history | 223.64K | $54.91M | 0.01% | Add |
| Bank of America Corp history | 214.11K | $52.57M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 208.92K | $51.30M | 0.01% | Add |
| Renaissance Technologies history | 132.40K | $32.51M | 0.04% | Add |
| Millennium Management history | 127.60K | $31.33M | 0.01% | Reduce |
| Two Sigma Investments history | 122.89K | $30.18M | 0.05% | Add |
| Wellington Management Group history | 119.71K | $29.39M | 0.01% | Reduce |
| Point72 Asset Management history | 114.67K | $28.16M | 0.05% | New |
| Arrowstreet Capital history | 113.65K | $27.91M | 0.02% | Add |
| Principal Global Investors history | 110.61K | $27.16M | 0.01% | Reduce |
| Moore Capital Management history | 97.92K | $24.04M | 0.33% | Add |
| Prudential Financial history | 88.50K | $21.73M | 0.03% | Add |
| Legal & General Investment Management America history | 84.42K | $20.73M | 0.01% | Hold |
| CPP Investments history | 77.80K | $19.10M | 0.01% | New |
| Wells Fargo & Co history | 61.77K | $15.17M | 0.00% | Add |
| Amundi US history | 41.61K | $10.49M | 0.00% | Reduce |
| Manulife Financial history | 39.30K | $9.65M | 0.01% | Add |
| Citigroup Inc history | 35.22K | $8.65M | 0.00% | Add |
| Bridgewater Associates history | 32.59K | $8.00M | 0.03% | Reduce |
| Janus Henderson Group history | 21.87K | $5.37M | 0.00% | Reduce |
| PNC Financial Services history | 7.20K | $1.77M | 0.00% | Add |
| Polen Capital Management history | 6.09K | $1.49M | 0.01% | Reduce |
| Balyasny Asset Management history | 5.75K | $1.41M | 0.00% | Reduce |
| Deutsche Bank AG history | 4.25K | $1.04M | 0.00% | Reduce |
| Lazard Asset Management history | 857 | $210.43K | 0.00% | Hold |
| T. Rowe Price Associates history | 589.12K | $144.65K | 0.02% | Add |
| ARK Invest history | 241 | $59.17K | 0.00% | Reduce |
Q2 2025 — 44 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.78M | $1.32B | 0.03% | Reduce |
| Fidelity Management & Research (FMR) history | 4.77M | $1.32B | 0.08% | Reduce |
| Vanguard Group history | 4.66M | $1.29B | 0.02% | Reduce |
| Invesco Ltd history | 1.98M | $546.27M | 0.10% | Reduce |
| Goldman Sachs Group history | 1.08M | $297.44M | 0.04% | Add |
| Geode Capital Management history | 999.15K | $287.87M | 0.02% | Reduce |
| Morgan Stanley history | 875.31K | $241.92M | 0.02% | Add |
| Third Point history | 750.00K | $207.28M | 3.00% | Reduce |
| Citadel Advisors history | 642.45K | $177.56M | 0.03% | Add |
| Charles Schwab Investment Management history | 536.05K | $148.15M | 0.03% | Reduce |
| Northern Trust Corp history | 437.18K | $120.83M | 0.02% | Reduce |
| BNY Mellon history | 436.05K | $120.52M | 0.02% | Reduce |
| Franklin Resources history | 393.04K | $108.63M | 0.03% | Add |
| D. E. Shaw & Co history | 281.74K | $77.87M | 0.06% | Add |
| Millennium Management history | 261.95K | $72.40M | 0.04% | Add |
| Bank of America Corp history | 234.77K | $64.89M | 0.01% | Add |
| JPMorgan Chase & Co history | 198.77K | $54.94M | 0.01% | Add |
| Norges Bank Investment Management history | 176.63K | $48.82M | 0.01% | Reduce |
| Balyasny Asset Management history | 171.74K | $47.47M | 0.07% | Add |
| AQR Capital Management history | 153.96K | $42.55M | 0.04% | Add |
| Principal Global Investors history | 139.71K | $38.61M | 0.02% | Reduce |
| Wellington Management Group history | 135.81K | $37.54M | 0.01% | Reduce |
| Two Sigma Investments history | 86.33K | $23.86M | 0.04% | Add |
| UBS Group AG history | 85.80K | $23.71M | 0.00% | Reduce |
| Legal & General Investment Management America history | 84.80K | $23.44M | 0.01% | Hold |
| Renaissance Technologies history | 71.80K | $19.84M | 0.03% | Add |
| Amundi US history | 64.31K | $17.69M | 0.01% | Add |
| Temasek Holdings history | 63.88K | $17.66M | 0.07% | New |
| Prudential Financial history | 56.08K | $15.50M | 0.02% | Add |
| Bridgewater Associates history | 54.39K | $15.03M | 0.06% | Reduce |
| Wells Fargo & Co history | 47.67K | $13.18M | 0.00% | Add |
| Manulife Financial history | 37.17K | $10.27M | 0.01% | Reduce |
| Moore Capital Management history | 27.95K | $7.72M | 0.10% | New |
| Janus Henderson Group history | 27.08K | $7.48M | 0.00% | Add |
| First Eagle Investment Management history | 23.68K | $6.54M | 0.01% | Reduce |
| Royce & Associates history | 23.44K | $6.48M | 0.07% | Reduce |
| Citigroup Inc history | 21.44K | $5.93M | 0.00% | Reduce |
| Deutsche Bank AG history | 12.02K | $3.32M | 0.00% | Reduce |
| Polen Capital Management history | 9.47K | $2.62M | 0.01% | New |
| PNC Financial Services history | 6.62K | $1.83M | 0.00% | Add |
| Arrowstreet Capital history | 1.93K | $533.41K | 0.00% | New |
| T. Rowe Price Associates history | 497.57K | $137.52K | 0.02% | Add |
| ARK Invest history | 414 | $114.42K | 0.00% | Add |
| Lazard Asset Management history | 857 | $236 | 0.00% | Add |
Q1 2025 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 6.34M | $1.15B | 0.03% | Reduce |
| Fidelity Management & Research (FMR) history | 5.46M | $988.42M | 0.07% | Add |
| Vanguard Group history | 5.00M | $906.59M | 0.02% | Reduce |
| Invesco Ltd history | 2.11M | $381.87M | 0.07% | Add |
| Geode Capital Management history | 1.30M | $244.92M | 0.02% | Add |
| Third Point history | 870.00K | $157.63M | 2.78% | Hold |
| Charles Schwab Investment Management history | 666.57K | $120.77M | 0.02% | Reduce |
| Northern Trust Corp history | 665.92K | $120.65M | 0.02% | Reduce |
| BNY Mellon history | 496.58K | $89.97M | 0.02% | Hold |
| Goldman Sachs Group history | 439.75K | $79.67M | 0.01% | Reduce |
| Morgan Stanley history | 357.12K | $64.70M | 0.01% | Reduce |
| Franklin Resources history | 354.34K | $64.20M | 0.02% | Reduce |
| Citadel Advisors history | 350.90K | $63.58M | 0.01% | Add |
| Wellington Management Group history | 258.50K | $46.84M | 0.01% | Add |
| UBS Group AG history | 236.10K | $42.78M | 0.01% | Add |
| JPMorgan Chase & Co history | 191.86K | $34.76M | 0.01% | Reduce |
| Bank of America Corp history | 183.28K | $33.21M | 0.00% | Add |
| Principal Global Investors history | 153.24K | $27.76M | 0.02% | Add |
| Bridgewater Associates history | 143.25K | $25.95M | 0.12% | New |
| Legal & General Investment Management America history | 84.90K | $15.38M | 0.00% | Hold |
| Manulife Financial history | 55.62K | $10.08M | 0.01% | Hold |
| Citigroup Inc history | 54.05K | $9.79M | 0.01% | Reduce |
| D. E. Shaw & Co history | 53.41K | $9.68M | 0.01% | Reduce |
| Royce & Associates history | 48.46K | $8.78M | 0.10% | Reduce |
| Amundi US history | 51.70K | $8.61M | 0.00% | Add |
| AQR Capital Management history | 42.64K | $7.47M | 0.01% | Reduce |
| Wells Fargo & Co history | 40.87K | $7.41M | 0.00% | Reduce |
| Prudential Financial history | 39.13K | $7.09M | 0.01% | Reduce |
| Renaissance Technologies history | 38.50K | $6.98M | 0.01% | Reduce |
| Deutsche Bank AG history | 38.40K | $6.96M | 0.00% | Reduce |
| First Eagle Investment Management history | 28.45K | $5.16M | 0.01% | Reduce |
| Two Sigma Investments history | 24.80K | $4.49M | 0.01% | Hold |
| CPP Investments history | 22.30K | $4.04M | 0.00% | New |
| Millennium Management history | 21.92K | $3.97M | 0.00% | Reduce |
| Janus Henderson Group history | 20.94K | $3.80M | 0.00% | Hold |
| Balyasny Asset Management history | 17.42K | $3.16M | 0.01% | New |
| PNC Financial Services history | 6.23K | $1.13M | 0.00% | Reduce |
| ARK Invest history | 400 | $72.47K | 0.00% | Reduce |
| T. Rowe Price Associates history | 387.79K | $70.26K | 0.01% | Add |
| Lazard Asset Management history | 796 | $143 | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.18M sh · $719.57M
- MFS Investment Management 258.36K sh · $159.33M
- Capital World Investors 212.18K sh · $130.88M
- Fidelity International (FIL) 8.99K sh · $5.55M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 22.44K sh · $8.85M
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 | 6.22M | 5.82M | 5.31M | 5.74M | 4.78M | 6.34M | 6.42M | 7.75M | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 4.18M | 4.33M | 3.80M | 3.37M | 4.77M | 5.46M | 4.44M | 3.47M | 2.36M | 997.62K | 1.53M | 1.55M | 1.33M | 1.01M | 677.55K | 677.86K | 665.70K | 1.22M | 1.03M | 814.74K |
| Invesco Ltd | 1.58M | 1.98M | 2.07M | 1.74M | 1.98M | 2.11M | 1.54M | 1.18M | 1.24M | 1.67M | 1.82M | 1.33M | 1.07M | 1.33M | 1.25M | 1.26M | 1.27M | 1.45M | 1.09M | 1.16M |
| AQR Capital Management | 1.46M | 724.42K | 345.42K | 246.56K | 153.96K | 42.64K | 62.26K | 56.64K | 48.63K | 55.48K | 45.25K | 10.30K | 6.28K | — | — | — | — | — | 9.44K | 11.28K |
| JPMorgan Chase & Co | 1.18M | — | 215.33K | 208.92K | 198.77K | 191.86K | 331.87K | 150.56K | 3.10K | 92.17K | 8.00K | 155.74K | 143.36K | 111.15K | 77.19K | 71.53K | 65.86K | 125.80K | 46.84K | 76.33K |
| Geode Capital Management | 1.01M | 1.09M | 975.96K | 897.37K | 999.15K | 1.30M | 1.14M | 1.10M | 1.08M | 1.08M | 1.05M | 985.65K | 946.99K | 917.16K | 875.71K | 843.16K | 831.48K | 841.88K | 803.17K | 804.26K |
| Lone Pine Capital | 962.84K | 1.82M | 1.31M | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 745.02K | 192.48K | 405.82K | 436.68K | 1.08M | 439.75K | 481.23K | 471.30K | 524.01K | 1.12M | 972.22K | 533.44K | 553.27K | 929.40K | 772.95K | 793.54K | 159.57K | 144.09K | 159.14K | 219.47K |
| Norges Bank Investment Management | 513.90K | — | 620.17K | — | 176.63K | — | 592.22K | — | 276.31K | — | 323.45K | — | — | — | 550.29K | — | — | — | — | — |
| Wellington Management Group | 506.17K | 277.88K | 116.53K | 119.71K | 135.81K | 258.50K | 249.09K | 151.12K | 155.47K | 404.58K | 419.06K | 421.65K | 439.02K | 750.26K | 817.42K | 885.08K | 896.03K | 762.40K | 667.08K | 225.89K |
| Charles Schwab Investment Management | 449.56K | 425.75K | 414.84K | 419.03K | 536.05K | 666.57K | 704.45K | 769.49K | 665.93K | 653.60K | 634.53K | 638.56K | 662.84K | 702.25K | 719.31K | 753.71K | 753.09K | 700.70K | 668.86K | 645.85K |
| Northern Trust Corp | 437.61K | 425.28K | 417.31K | 429.58K | 437.18K | 665.92K | 679.34K | 561.58K | 565.60K | 642.68K | 697.26K | 745.37K | 747.95K | 726.25K | 751.15K | 738.61K | 509.47K | 515.32K | 558.12K | 731.71K |
| Morgan Stanley | 389.42K | 349.79K | 373.61K | 632.47K | 875.31K | 357.12K | 472.17K | 663.77K | 651.41K | 534.49K | 582.93K | 552.60K | 499.34K | 493.36K | 407.87K | 346.16K | 397.62K | 228.59K | 266.42K | 282.99K |
| BNY Mellon | 374.90K | 399.70K | 404.13K | 425.25K | 436.05K | 496.58K | 498.07K | 531.81K | 644.99K | 709.39K | 810.20K | 930.27K | 989.57K | 1.03M | 1.17M | 1.12M | 1.29M | 1.24M | 1.02M | 1.04M |
| UBS Group AG | 341.46K | 538.92K | 606.50K | 223.64K | 85.80K | 236.10K | 138.40K | 28.09K | 22.91K | 45.24K | 47.80K | 7.09K | 23.66K | 21.15K | 17.33K | 5.63K | 5.94K | 27.09K | 22.84K | 5.42K |
| Bank of America Corp | 300.23K | 520.39K | 257.69K | 214.11K | 234.77K | 183.28K | 93.07K | 226.49K | 230.80K | 300.69K | 264.66K | 291.86K | 313.11K | 358.61K | 378.83K | 426.94K | 501.72K | 527.17K | 601.75K | 684.68K |
| MFS Investment Management | 258.36K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | 234.91K | 117.87K | 161.58K | 227.52K | 642.45K | 350.90K | 288.70K | 288.50K | 417.50K | 104.81K | 157.13K | 243.19K | 382.57K | 360.91K | 240.82K | 221.58K | 148.20K | 117.61K | 148.06K | 70.26K |
| Franklin Resources | 225.83K | 424.38K | 345.19K | 365.21K | 393.04K | 354.34K | 385.50K | 368.08K | 335.63K | 345.35K | — | — | — | — | — | — | — | — | — | — |
| Third Point | 215.00K | 310.00K | 785.00K | 850.00K | 750.00K | 870.00K | 870.00K | 660.00K | — | — | — | — | — | — | — | — | — | — | — | — |
▲ 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