EME — EMCOR GROUP INC
Reported value held$15.37B
Funds holding (latest)52
SectorIndustrials
Index member: S&P 500
Funds holding (Q2 2026)45
Institutional value$12.09B · 14.81M sh
New / Add / Cut / Exit3 / 22 / 19 / 1
Top-5 / Top-10 concentration56.5% / 74.0%
Institutional holdings change
Accumulating +2.9%
(+411.84K sh)
Institutional value change
Up +14.7%
As of Q2 2026, 45 SEC-registered investment managers reported holding EME (EMCOR GROUP INC) in their latest 13F filings, with a combined reported value of $12.09B across 14.81M shares. That is +2.9% by share count (+411.84K shares) versus the previous quarter, while reported value moved +14.7%. Ownership is concentrated: the five largest holders account for 56.5% of reported value and the top ten for 74.0%.
Compared with the prior quarter, 3 opened new positions, 22 added to existing stakes, 19 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
EME 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 — 45 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.12M | $3.42B | 0.05% | Hold |
| Fidelity Management & Research (FMR) history | 1.33M | $1.11B | 0.05% | Reduce |
| Geode Capital Management history | 1.28M | $1.06B | 0.06% | Reduce |
| AQR Capital Management history | 930.82K | $759.56M | 0.27% | Reduce |
| Invesco Ltd history | 581.25K | $482.36M | 0.04% | Reduce |
| Goldman Sachs Group history | 572.28K | $474.93M | 0.04% | Add |
| Morgan Stanley history | 560.16K | $464.87M | 0.03% | Add |
| Norges Bank Investment Management history | 526.65K | $437.05M | 0.04% | Reduce |
| Northern Trust Corp history | 477.31K | $396.11M | 0.05% | Reduce |
| Deutsche Bank AG history | 412.44K | $342.27M | 0.10% | Add |
| Charles Schwab Investment Management history | 368.89K | $306.14M | 0.04% | Add |
| MFS Investment Management history | 347.73K | $288.55M | 0.10% | Add |
| Bank of America Corp history | 340.42K | $282.51M | 0.02% | Add |
| JPMorgan Chase & Co history | 321.33K | $261.69M | 0.03% | New |
| BNY Mellon history | 250.15K | $207.60M | 0.04% | Reduce |
| Amundi US history | 249.49K | $207.04M | 0.05% | Add |
| Wells Fargo & Co history | 205.03K | $170.15M | 0.03% | Add |
| Legal & General Investment Management America history | 202.47K | $168.02M | 0.04% | Add |
| UBS Group AG history | 178.31K | $147.97M | 0.02% | Reduce |
| Millennium Management history | 164.53K | $136.54M | 0.05% | Add |
| CDPQ (Caisse de Depot) history | 164.52K | $136.53M | 0.20% | Reduce |
| Citadel Advisors history | 162.00K | $134.44M | 0.02% | Reduce |
| Wellington Management Group history | 106.19K | $88.12M | 0.02% | Reduce |
| Polen Capital Management history | 103.12K | $85.58M | 0.74% | New |
| Franklin Resources history | 94.69K | $78.58M | 0.02% | Add |
| National Pension Service of Korea history | 86.17K | $71.51M | 0.05% | Add |
| Renaissance Technologies history | 65.64K | $54.47M | 0.07% | Add |
| Principal Global Investors history | 57.16K | $47.44M | 0.02% | Reduce |
| Citigroup Inc history | 55.36K | $45.94M | 0.02% | Add |
| Lazard Asset Management history | 50.14K | $41.61M | 0.07% | Add |
| D. E. Shaw & Co history | 36.61K | $30.38M | 0.02% | Add |
| CPP Investments history | 35.14K | $29.16M | 0.02% | Add |
| Bridgewater Associates history | 32.25K | $26.76M | 0.11% | Reduce |
| Manulife Financial history | 29.27K | $24.29M | 0.02% | Reduce |
| PSP Investments history | 22.57K | $18.73M | 0.05% | Reduce |
| Prudential Financial history | 20.69K | $17.17M | 0.02% | Reduce |
| Marshall Wace history | 20.60K | $17.10M | 0.01% | New |
| Two Sigma Investments history | 13.43K | $11.15M | 0.01% | Add |
| Point72 Asset Management history | 5.60K | $4.65M | 0.01% | Reduce |
| PNC Financial Services history | 5.25K | $4.36M | 0.00% | Add |
| Saudi Arabian Monetary Authority history | 3.12K | $2.59M | 0.03% | Add |
| Balyasny Asset Management history | 1.02K | $846.48K | 0.00% | Reduce |
| Fidelity International (FIL) history | 625 | $518.67K | 0.00% | Add |
| Soros Fund Management history | 259 | $214.94K | 0.00% | Reduce |
| T. Rowe Price Associates history | 215.22K | $178.60K | 0.02% | Add |
Q1 2026 — 42 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.11M | $3.03B | 0.06% | Add |
| Fidelity Management & Research (FMR) history | 1.96M | $1.45B | 0.08% | Reduce |
| Geode Capital Management history | 1.48M | $1.09B | 0.07% | Add |
| AQR Capital Management history | 937.08K | $681.35M | 0.31% | Add |
| Invesco Ltd history | 661.43K | $488.34M | 0.08% | Reduce |
| Morgan Stanley history | 529.29K | $390.78M | 0.02% | Add |
| Northern Trust Corp history | 485.83K | $358.69M | 0.05% | Reduce |
| Deutsche Bank AG history | 384.74K | $284.06M | 0.10% | Reduce |
| UBS Group AG history | 355.02K | $262.11M | 0.04% | Add |
| Charles Schwab Investment Management history | 345.11K | $254.80M | 0.04% | Add |
| MFS Investment Management history | 311.05K | $229.65M | 0.08% | Add |
| Bank of America Corp history | 300.32K | $221.73M | 0.02% | Reduce |
| Goldman Sachs Group history | 292.34K | $215.84M | 0.03% | Add |
| CDPQ (Caisse de Depot) history | 291.19K | $214.99M | 0.34% | Reduce |
| BNY Mellon history | 274.98K | $203.02M | 0.04% | Reduce |
| Citadel Advisors history | 248.70K | $183.61M | 0.03% | Reduce |
| Amundi US history | 223.49K | $165.01M | 0.05% | Reduce |
| Wells Fargo & Co history | 197.23K | $145.61M | 0.03% | Reduce |
| Legal & General Investment Management America history | 181.34K | $133.88M | 0.03% | Add |
| Wellington Management Group history | 135.54K | $100.07M | 0.02% | Add |
| National Pension Service of Korea history | 85.14K | $62.86M | 0.05% | Reduce |
| Bridgewater Associates history | 72.81K | $53.75M | 0.24% | Reduce |
| Principal Global Investors history | 57.80K | $42.68M | 0.02% | Add |
| Point72 Asset Management history | 52.90K | $39.06M | 0.05% | Add |
| Millennium Management history | 49.90K | $36.84M | 0.02% | Reduce |
| Lazard Asset Management history | 49.08K | $36.24M | 0.06% | Add |
| Citigroup Inc history | 46.24K | $34.14M | 0.01% | Add |
| Manulife Financial history | 30.68K | $22.65M | 0.02% | Reduce |
| CPP Investments history | 30.66K | $22.64M | 0.01% | Reduce |
| PSP Investments history | 25.46K | $18.80M | 0.06% | Add |
| D. E. Shaw & Co history | 21.78K | $16.08M | 0.01% | Add |
| Prudential Financial history | 21.54K | $15.90M | 0.02% | Reduce |
| Janus Henderson Group history | 18.80K | $13.88M | 0.01% | Add |
| Franklin Resources history | 15.23K | $11.24M | 0.00% | Reduce |
| Two Sigma Investments history | 11.33K | $8.37M | 0.01% | Add |
| PNC Financial Services history | 4.82K | $3.56M | 0.00% | Add |
| Saudi Arabian Monetary Authority history | 1.65K | $1.22M | 0.03% | New |
| Balyasny Asset Management history | 1.33K | $984.91K | 0.00% | Reduce |
| Renaissance Technologies history | 600 | $442.99K | 0.00% | New |
| Soros Fund Management history | 328 | $242.17K | 0.00% | Reduce |
| Fidelity International (FIL) history | 317 | $234.04K | 0.00% | Add |
| T. Rowe Price Associates history | 100.34K | $74.08K | 0.01% | Add |
Q4 2025 — 43 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 5.29M | $3.24B | 0.05% | Reduce |
| BlackRock Inc history | 3.97M | $2.43B | 0.04% | Add |
| Fidelity Management & Research (FMR) history | 2.43M | $1.48B | 0.08% | Reduce |
| Geode Capital Management history | 1.43M | $869.34M | 0.05% | Add |
| Invesco Ltd history | 799.27K | $488.99M | 0.08% | Add |
| AQR Capital Management history | 667.70K | $408.49M | 0.21% | Add |
| Norges Bank Investment Management history | 636.99K | $389.70M | 0.04% | Reduce |
| Northern Trust Corp history | 500.29K | $306.07M | 0.04% | Add |
| Morgan Stanley history | 497.26K | $304.22M | 0.02% | Reduce |
| Deutsche Bank AG history | 394.59K | $241.41M | 0.08% | Add |
| Charles Schwab Investment Management history | 337.40K | $206.42M | 0.03% | Add |
| Bank of America Corp history | 325.93K | $199.40M | 0.01% | Add |
| Amundi US history | 321.17K | $196.49M | 0.06% | Add |
| CDPQ (Caisse de Depot) history | 310.60K | $190.02M | 0.32% | Add |
| BNY Mellon history | 287.73K | $176.03M | 0.03% | Reduce |
| Millennium Management history | 282.54K | $172.85M | 0.07% | Add |
| Citadel Advisors history | 277.56K | $169.81M | 0.03% | Reduce |
| Goldman Sachs Group history | 262.37K | $160.52M | 0.02% | Reduce |
| JPMorgan Chase & Co history | 243.33K | $148.87M | 0.02% | Reduce |
| UBS Group AG history | 228.19K | $139.60M | 0.02% | Add |
| Wells Fargo & Co history | 227.93K | $139.44M | 0.03% | Add |
| Legal & General Investment Management America history | 169.32K | $103.59M | 0.02% | Reduce |
| Wellington Management Group history | 126.25K | $77.24M | 0.01% | Add |
| MFS Investment Management history | 111.49K | $68.21M | 0.02% | Add |
| National Pension Service of Korea history | 110.53K | $67.62M | 0.05% | Add |
| Bridgewater Associates history | 81.42K | $49.81M | 0.18% | Reduce |
| Principal Global Investors history | 55.33K | $33.85M | 0.02% | Reduce |
| CPP Investments history | 44.52K | $27.23M | 0.02% | Reduce |
| Point72 Asset Management history | 43.50K | $26.61M | 0.03% | New |
| Lazard Asset Management history | 40.85K | $24.99M | 0.04% | Reduce |
| Citigroup Inc history | 37.28K | $22.81M | 0.01% | Add |
| Manulife Financial history | 33.60K | $20.56M | 0.02% | Reduce |
| Franklin Resources history | 22.31K | $13.65M | 0.00% | Reduce |
| Prudential Financial history | 22.25K | $13.61M | 0.02% | Reduce |
| PSP Investments history | 21.61K | $13.22M | 0.04% | Reduce |
| Balyasny Asset Management history | 19.82K | $12.12M | 0.02% | Add |
| D. E. Shaw & Co history | 18.62K | $11.39M | 0.01% | Reduce |
| Janus Henderson Group history | 17.62K | $10.78M | 0.01% | Add |
| PNC Financial Services history | 4.12K | $2.52M | 0.00% | Add |
| Two Sigma Investments history | 2.70K | $1.65M | 0.00% | New |
| Soros Fund Management history | 2.02K | $1.24M | 0.02% | New |
| Fidelity International (FIL) history | 269 | $164.57K | 0.00% | Reduce |
| T. Rowe Price Associates history | 99.27K | $60.73K | 0.01% | Reduce |
Q3 2025 — 42 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 5.33M | $3.46B | 0.05% | Add |
| BlackRock Inc history | 3.88M | $2.52B | 0.05% | Reduce |
| Fidelity Management & Research (FMR) history | 2.64M | $1.72B | 0.09% | Add |
| Geode Capital Management history | 1.42M | $917.78M | 0.06% | Add |
| Invesco Ltd history | 723.58K | $469.99M | 0.07% | Reduce |
| AQR Capital Management history | 627.51K | $405.29M | 0.26% | Add |
| Morgan Stanley history | 541.97K | $352.03M | 0.02% | Reduce |
| Northern Trust Corp history | 497.18K | $322.94M | 0.04% | Reduce |
| Citadel Advisors history | 386.55K | $251.08M | 0.04% | Add |
| Charles Schwab Investment Management history | 332.62K | $216.05M | 0.03% | Reduce |
| Goldman Sachs Group history | 322.14K | $209.24M | 0.03% | Add |
| CDPQ (Caisse de Depot) history | 296.04K | $192.29M | 0.35% | Reduce |
| BNY Mellon history | 294.92K | $191.56M | 0.04% | Reduce |
| Deutsche Bank AG history | 289.87K | $188.28M | 0.07% | Add |
| Millennium Management history | 274.65K | $178.40M | 0.08% | Add |
| JPMorgan Chase & Co history | 252.69K | $164.13M | 0.02% | Add |
| Bank of America Corp history | 229.58K | $149.12M | 0.01% | Reduce |
| Wells Fargo & Co history | 224.79K | $146.01M | 0.03% | Reduce |
| UBS Group AG history | 173.12K | $112.45M | 0.02% | Add |
| Amundi US history | 167.59K | $112.29M | 0.04% | Add |
| Legal & General Investment Management America history | 172.24K | $111.88M | 0.03% | Reduce |
| Bridgewater Associates history | 101.65K | $66.03M | 0.26% | Reduce |
| Wellington Management Group history | 68.77K | $44.67M | 0.01% | Add |
| Lazard Asset Management history | 63.36K | $41.16M | 0.06% | Add |
| Principal Global Investors history | 61.48K | $39.93M | 0.02% | Reduce |
| CPP Investments history | 48.59K | $31.56M | 0.02% | Add |
| National Pension Service of Korea history | 38.47K | $24.99M | 0.02% | Add |
| Manulife Financial history | 34.31K | $22.28M | 0.02% | Add |
| D. E. Shaw & Co history | 32.42K | $21.06M | 0.01% | Add |
| Franklin Resources history | 31.99K | $20.78M | 0.01% | Reduce |
| Citigroup Inc history | 31.56K | $20.50M | 0.01% | Add |
| Prudential Financial history | 30.71K | $19.95M | 0.02% | Add |
| PSP Investments history | 23.98K | $15.58M | 0.06% | Add |
| Arrowstreet Capital history | 17.07K | $11.09M | 0.01% | Reduce |
| Renaissance Technologies history | 6.00K | $3.90M | 0.01% | Reduce |
| Marshall Wace history | 5.98K | $3.88M | 0.00% | Add |
| Janus Henderson Group history | 4.96K | $3.22M | 0.00% | Add |
| PNC Financial Services history | 3.91K | $2.54M | 0.00% | Add |
| Balyasny Asset Management history | 1.58K | $1.02M | 0.00% | Reduce |
| MFS Investment Management history | 382 | $248.12K | 0.00% | Reduce |
| Fidelity International (FIL) history | 340 | $220.84K | 0.00% | Hold |
| T. Rowe Price Associates history | 218.77K | $142.10K | 0.01% | Add |
Q2 2025 — 44 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.11M | $2.73B | 0.05% | Reduce |
| Vanguard Group history | 4.53M | $2.43B | 0.04% | Reduce |
| Fidelity Management & Research (FMR) history | 2.05M | $1.09B | 0.06% | Add |
| Invesco Ltd history | 1.13M | $604.20M | 0.10% | Reduce |
| Geode Capital Management history | 1.04M | $555.23M | 0.04% | Reduce |
| Norges Bank Investment Management history | 644.15K | $344.55M | 0.04% | Reduce |
| AQR Capital Management history | 622.02K | $327.68M | 0.27% | Reduce |
| Morgan Stanley history | 584.76K | $312.78M | 0.02% | Add |
| Northern Trust Corp history | 546.12K | $292.11M | 0.04% | Reduce |
| BNY Mellon history | 363.90K | $194.65M | 0.04% | Reduce |
| Charles Schwab Investment Management history | 348.07K | $186.18M | 0.03% | Reduce |
| CDPQ (Caisse de Depot) history | 336.08K | $179.77M | 0.38% | Hold |
| Citadel Advisors history | 328.77K | $175.86M | 0.03% | Add |
| Bank of America Corp history | 291.07K | $155.69M | 0.01% | Add |
| Wells Fargo & Co history | 280.16K | $149.86M | 0.03% | Reduce |
| JPMorgan Chase & Co history | 227.10K | $121.48M | 0.02% | Reduce |
| Bridgewater Associates history | 208.41K | $111.48M | 0.45% | Reduce |
| Goldman Sachs Group history | 196.69K | $105.21M | 0.01% | Add |
| Legal & General Investment Management America history | 178.77K | $95.62M | 0.02% | Reduce |
| UBS Group AG history | 166.18K | $88.89M | 0.02% | Add |
| Amundi US history | 155.56K | $84.28M | 0.03% | Reduce |
| Principal Global Investors history | 139.40K | $74.56M | 0.04% | Add |
| Millennium Management history | 119.93K | $64.15M | 0.03% | Reduce |
| Deutsche Bank AG history | 118.41K | $63.33M | 0.02% | Add |
| Balyasny Asset Management history | 97.11K | $51.95M | 0.08% | Add |
| Wellington Management Group history | 60.01K | $32.10M | 0.01% | Add |
| Franklin Resources history | 52.62K | $28.15M | 0.01% | Reduce |
| National Pension Service of Korea history | 29.70K | $15.89M | 0.01% | Add |
| Manulife Financial history | 28.90K | $15.46M | 0.01% | Reduce |
| Citigroup Inc history | 25.19K | $13.47M | 0.01% | Reduce |
| Renaissance Technologies history | 23.50K | $12.57M | 0.02% | Reduce |
| CPP Investments history | 23.10K | $12.36M | 0.01% | Reduce |
| PSP Investments history | 20.20K | $10.80M | 0.05% | Hold |
| Arrowstreet Capital history | 20.15K | $10.78M | 0.01% | Reduce |
| Temasek Holdings history | 18.85K | $10.08M | 0.04% | Reduce |
| D. E. Shaw & Co history | 15.22K | $8.14M | 0.01% | Reduce |
| Prudential Financial history | 12.27K | $6.56M | 0.01% | Reduce |
| Janus Henderson Group history | 3.90K | $2.09M | 0.00% | Hold |
| PNC Financial Services history | 3.65K | $1.95M | 0.00% | Add |
| Marshall Wace history | 664 | $355.17K | 0.00% | Reduce |
| MFS Investment Management history | 392 | $209.68K | 0.00% | New |
| Fidelity International (FIL) history | 340 | $181.86K | 0.00% | New |
| T. Rowe Price Associates history | 127.18K | $68.03K | 0.01% | Add |
| Lazard Asset Management history | 39.91K | $21.35K | 0.03% | Add |
Q1 2025 — 44 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.42M | $2.00B | 0.04% | Reduce |
| Vanguard Group history | 4.64M | $1.71B | 0.03% | Reduce |
| Fidelity Management & Research (FMR) history | 1.89M | $698.63M | 0.05% | Reduce |
| Invesco Ltd history | 1.22M | $451.08M | 0.09% | Reduce |
| Geode Capital Management history | 1.08M | $398.98M | 0.03% | Add |
| AQR Capital Management history | 703.46K | $253.06M | 0.26% | Add |
| Northern Trust Corp history | 571.49K | $211.24M | 0.03% | Add |
| Morgan Stanley history | 525.27K | $194.16M | 0.01% | Reduce |
| BNY Mellon history | 382.81K | $141.50M | 0.03% | Reduce |
| Charles Schwab Investment Management history | 351.49K | $129.92M | 0.02% | Add |
| CDPQ (Caisse de Depot) history | 337.07K | $124.59M | 0.26% | Add |
| Wells Fargo & Co history | 296.72K | $109.68M | 0.03% | Add |
| JPMorgan Chase & Co history | 259.71K | $96.00M | 0.01% | Reduce |
| Bank of America Corp history | 228.91K | $84.61M | 0.01% | Add |
| Legal & General Investment Management America history | 219.71K | $81.21M | 0.02% | Add |
| Bridgewater Associates history | 219.66K | $81.19M | 0.38% | Add |
| Amundi US history | 220.50K | $78.17M | 0.03% | Add |
| Citadel Advisors history | 159.94K | $59.12M | 0.01% | Add |
| UBS Group AG history | 158.13K | $58.45M | 0.01% | Add |
| Millennium Management history | 120.67K | $44.61M | 0.03% | Reduce |
| Goldman Sachs Group history | 112.63K | $41.63M | 0.01% | Reduce |
| Deutsche Bank AG history | 111.01K | $41.03M | 0.02% | Reduce |
| Principal Global Investors history | 110.27K | $40.76M | 0.02% | Reduce |
| Renaissance Technologies history | 86.92K | $32.13M | 0.05% | Reduce |
| Franklin Resources history | 72.29K | $26.72M | 0.01% | Add |
| Wellington Management Group history | 51.09K | $18.89M | 0.00% | Reduce |
| CPP Investments history | 44.90K | $16.60M | 0.02% | Add |
| D. E. Shaw & Co history | 43.01K | $15.90M | 0.01% | Reduce |
| Balyasny Asset Management history | 42.21K | $15.60M | 0.03% | Add |
| Temasek Holdings history | 41.04K | $15.17M | 0.06% | Add |
| Arrowstreet Capital history | 30.64K | $11.32M | 0.01% | Reduce |
| Manulife Financial history | 29.91K | $11.06M | 0.01% | Reduce |
| Citigroup Inc history | 29.56K | $10.93M | 0.01% | Reduce |
| National Pension Service of Korea history | 29.11K | $10.76M | 0.01% | Reduce |
| Point72 Asset Management history | 24.14K | $8.92M | 0.02% | Add |
| PSP Investments history | 20.16K | $7.45M | 0.03% | Add |
| Prudential Financial history | 16.79K | $6.21M | 0.01% | Add |
| Ontario Teachers Pension Plan history | 10.44K | $3.86M | 0.06% | Add |
| Janus Henderson Group history | 3.92K | $1.45M | 0.00% | Add |
| Marshall Wace history | 3.90K | $1.44M | 0.00% | Reduce |
| PNC Financial Services history | 3.44K | $1.27M | 0.00% | Add |
| T. Rowe Price Associates history | 125.97K | $46.56K | 0.01% | Reduce |
| Lazard Asset Management history | 21.30K | $7.87K | 0.01% | Add |
| Saudi Arabian Monetary Authority history | 18 | $6.65K | 0.04% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 321.33K sh · $261.69M
- Polen Capital Management 103.12K sh · $85.58M
- Marshall Wace 20.60K sh · $17.10M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 18.80K sh · $13.88M
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 | 4.12M | 4.11M | 3.97M | 3.88M | 5.11M | 5.42M | 6.14M | 5.93M | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 1.33M | 1.96M | 2.43M | 2.64M | 2.05M | 1.89M | 2.18M | 2.33M | 3.60M | 4.53M | 3.19M | 3.55M | 3.31M | 2.26M | 1.50M | 1.30M | 1.18M | 973.62K | 746.60K | 1.28M |
| Geode Capital Management | 1.28M | 1.48M | 1.43M | 1.42M | 1.04M | 1.08M | 1.02M | 996.67K | 947.53K | 860.03K | 803.71K | 785.58K | 769.36K | 961.99K | 952.41K | 977.36K | 992.07K | 964.84K | 1.19M | 1.25M |
| AQR Capital Management | 930.82K | 937.08K | 667.70K | 627.51K | 622.02K | 703.46K | 489.82K | 431.34K | 412.38K | 323.47K | 388.80K | 426.71K | 327.72K | 382.48K | 428.29K | 490.13K | 511.83K | 403.78K | 304.75K | 309.31K |
| Invesco Ltd | 581.25K | 661.43K | 799.27K | 723.58K | 1.13M | 1.22M | 1.32M | 1.03M | 1.19M | 1.22M | 1.07M | 919.30K | 655.97K | 530.76K | 243.82K | 135.01K | 201.22K | 247.54K | 247.13K | 314.52K |
| Goldman Sachs Group | 572.28K | 292.34K | 262.37K | 322.14K | 196.69K | 112.63K | 210.34K | 176.25K | 227.96K | 205.36K | 226.97K | 294.16K | 302.04K | 229.78K | 210.25K | 381.43K | 227.32K | 246.95K | 149.95K | 186.00K |
| Morgan Stanley | 560.16K | 529.29K | 497.26K | 541.97K | 584.76K | 525.27K | 533.61K | 539.42K | 536.00K | 506.58K | 971.47K | 530.09K | 545.49K | 537.30K | 521.71K | 256.89K | 232.20K | 232.58K | 140.71K | 173.89K |
| Norges Bank Investment Management | 526.65K | — | 636.99K | — | 644.15K | — | 660.62K | — | 701.60K | — | 713.64K | — | — | — | 431.21K | — | — | — | — | — |
| Northern Trust Corp | 477.31K | 485.83K | 500.29K | 497.18K | 546.12K | 571.49K | 550.88K | 448.14K | 420.61K | 354.27K | 420.92K | 420.32K | 461.48K | 708.21K | 718.07K | 795.31K | 821.69K | 855.85K | 879.73K | 903.11K |
| Deutsche Bank AG | 412.44K | 384.74K | 394.59K | 289.87K | 118.41K | 111.01K | 124.80K | 104.70K | 109.87K | 5.86K | 42.56K | 10.01K | 150.28K | 47.67K | 54.28K | 26.34K | 38.45K | 76.44K | 107.09K | 131.70K |
| Charles Schwab Investment Management | 368.89K | 345.11K | 337.40K | 332.62K | 348.07K | 351.49K | 345.53K | 350.26K | 352.58K | 355.07K | 356.88K | 349.64K | 479.22K | 585.41K | 588.48K | 592.42K | 598.01K | 624.02K | 602.35K | 593.60K |
| MFS Investment Management | 347.73K | 311.05K | 111.49K | 382 | 392 | — | — | — | — | — | 21.89K | 22.17K | 37.23K | 37.67K | 21.73K | — | — | — | — | — |
| Bank of America Corp | 340.42K | 300.32K | 325.93K | 229.58K | 291.07K | 228.91K | 192.24K | 215.54K | 204.78K | 246.80K | 228.99K | 233.66K | 298.93K | 317.00K | 326.24K | 296.48K | 375.45K | 400.97K | 474.73K | 445.37K |
| JPMorgan Chase & Co | 321.33K | — | 243.33K | 252.69K | 227.10K | 259.71K | 270.35K | 243.28K | 211.62K | 149.68K | 311.47K | 434.40K | 516.10K | 532.99K | 330.93K | 394.86K | 408.07K | 529.59K | 555.61K | 554.88K |
| BNY Mellon | 250.15K | 274.98K | 287.73K | 294.92K | 363.90K | 382.81K | 396.31K | 433.87K | 474.82K | 491.59K | 573.60K | 659.05K | 688.41K | 725.18K | 723.32K | 735.94K | 740.26K | 814.03K | 825.20K | 868.18K |
| Amundi US | 249.49K | 223.49K | 321.17K | 167.59K | 155.56K | 220.50K | 128.31K | 136.94K | 185.84K | 34.15K | 12.04K | 5.01K | 40 | — | — | — | — | — | — | — |
| Wells Fargo & Co | 205.03K | 197.23K | 227.93K | 224.79K | 280.16K | 296.72K | 286.62K | 489.41K | 483.92K | 518.13K | 592.61K | 600.21K | 624.91K | 627.09K | 575.21K | 583.85K | 604.67K | 643.42K | 607.62K | 818.95K |
| Legal & General Investment Management America | 202.47K | 181.34K | 169.32K | 172.24K | 178.77K | 219.71K | 207.38K | 273.37K | 277.14K | 136.51K | 117.93K | 116.36K | 117.99K | 122.99K | 122.31K | 122.22K | 126.38K | 138.22K | 134.95K | 133.61K |
| UBS Group AG | 178.31K | 355.02K | 228.19K | 173.12K | 166.18K | 158.13K | 133.91K | 109.96K | 108.96K | 80.29K | 68.90K | 90.82K | 56.88K | 28.61K | 12.93K | 99.67K | 105.02K | 10.54K | 126.86K | 12.89K |
| Millennium Management | 164.53K | 49.90K | 282.54K | 274.65K | 119.93K | 120.67K | 225.35K | 221.12K | 215.83K | 195.85K | 295.24K | 209.04K | 485.83K | 515.60K | 404.33K | 178.46K | 528.68K | 433.38K | 313.76K | 205.30K |
▲ 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