EPAC — ENERPAC TOOL GROUP CORP CLASS A
Reported value held$935.89M
Funds holding (latest)46
SectorTechnology
Funds holding (Q2 2026)37
Institutional value$622.55M · 17.44M sh
New / Add / Cut / Exit5 / 23 / 6 / 2
Top-5 / Top-10 concentration67.3% / 80.1%
Institutional holdings change
Accumulating +5.2%
(+855.01K sh)
Institutional value change
Up +3.3%
As of Q2 2026, 37 SEC-registered investment managers reported holding EPAC (ENERPAC TOOL GROUP CORP CLASS A) in their latest 13F filings, with a combined reported value of $622.55M across 17.44M shares. That is +5.2% by share count (+855.01K shares) versus the previous quarter, while reported value moved +3.3%. Ownership is concentrated: the five largest holders account for 67.3% of reported value and the top ten for 80.1%.
Compared with the prior quarter, 5 opened new positions, 23 added to existing stakes, 6 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
EPAC is classified in the Technology 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 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 8.32M | $298.27M | 0.01% | Add |
| Geode Capital Management history | 1.31M | $46.99M | 0.00% | Add |
| D. E. Shaw & Co history | 896.26K | $32.14M | 0.02% | Add |
| Charles Schwab Investment Management history | 600.44K | $21.53M | 0.00% | Hold |
| Northern Trust Corp history | 556.85K | $19.97M | 0.00% | Add |
| Morgan Stanley history | 505.71K | $18.13M | 0.00% | Add |
| Citadel Advisors history | 491.74K | $17.63M | 0.00% | Add |
| Baron Funds history | 445.67K | $15.98M | 0.04% | Hold |
| Millennium Management history | 412.76K | $14.80M | 0.01% | Add |
| BNY Mellon history | 368.23K | $13.20M | 0.00% | Hold |
| Goldman Sachs Group history | 307.41K | $11.02M | 0.00% | Add |
| Arrowstreet Capital history | 287.64K | $10.31M | 0.01% | Add |
| Wells Fargo & Co history | 257.36K | $9.23M | 0.00% | Add |
| Principal Global Investors history | 252.01K | $9.04M | 0.00% | Reduce |
| Point72 Asset Management history | 245.46K | $8.80M | 0.01% | Add |
| JPMorgan Chase & Co history | 233.97K | $8.39M | 0.00% | New |
| UBS Group AG history | 224.09K | $8.04M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 188.18K | $6.75M | 0.00% | Add |
| Bank of America Corp history | 181.97K | $6.53M | 0.00% | Add |
| PSP Investments history | 177.07K | $6.35M | 0.02% | Reduce |
| Invesco Ltd history | 175.70K | $6.30M | 0.00% | Reduce |
| Two Sigma Investments history | 165.62K | $5.94M | 0.01% | Add |
| Legal & General Investment Management America history | 120.95K | $4.34M | 0.00% | Reduce |
| Lazard Asset Management history | 116.14K | $4.16M | 0.01% | New |
| Norges Bank Investment Management history | 98.80K | $3.54M | 0.00% | New |
| AQR Capital Management history | 88.03K | $3.16M | 0.00% | Add |
| Marshall Wace history | 67.70K | $2.43M | 0.00% | Reduce |
| Deutsche Bank AG history | 57.74K | $2.07M | 0.00% | Add |
| Prudential Financial history | 53.62K | $1.92M | 0.00% | Reduce |
| Balyasny Asset Management history | 48.68K | $1.75M | 0.00% | Add |
| Citigroup Inc history | 27.11K | $971.99K | 0.00% | Add |
| Amundi US history | 24.82K | $890.23K | 0.00% | Add |
| Manulife Financial history | 24.55K | $880.47K | 0.00% | Add |
| Royce & Associates history | 13.23K | $474.32K | 0.00% | New |
| Renaissance Technologies history | 8.80K | $315.57K | 0.00% | New |
| PNC Financial Services history | 8.54K | $306.14K | 0.00% | Add |
| T. Rowe Price Associates history | 76.83K | $2.76K | 0.00% | Add |
Q1 2026 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 7.75M | $282.69M | 0.01% | Hold |
| Geode Capital Management history | 1.27M | $46.16M | 0.00% | Reduce |
| Capital World Investors history | 1.24M | $45.10M | 0.01% | New |
| D. E. Shaw & Co history | 715.11K | $26.08M | 0.02% | Add |
| Charles Schwab Investment Management history | 601.81K | $21.95M | 0.00% | Hold |
| Northern Trust Corp history | 534.23K | $19.48M | 0.00% | Add |
| Morgan Stanley history | 480.29K | $17.52M | 0.00% | Reduce |
| Baron Funds history | 447.64K | $16.33M | 0.05% | Hold |
| BNY Mellon history | 366.78K | $13.38M | 0.00% | Reduce |
| Millennium Management history | 363.27K | $13.25M | 0.01% | Add |
| Goldman Sachs Group history | 292.57K | $10.67M | 0.00% | Add |
| Principal Global Investors history | 258.13K | $9.41M | 0.01% | Add |
| Wells Fargo & Co history | 251.67K | $9.18M | 0.00% | Reduce |
| Arrowstreet Capital history | 247.59K | $9.03M | 0.01% | Reduce |
| UBS Group AG history | 197.45K | $7.20M | 0.00% | Add |
| PSP Investments history | 188.84K | $6.89M | 0.02% | Add |
| Invesco Ltd history | 182.77K | $6.67M | 0.00% | Reduce |
| Marshall Wace history | 181.94K | $6.64M | 0.01% | Add |
| Citadel Advisors history | 167.85K | $6.12M | 0.00% | Add |
| Two Sigma Investments history | 163.68K | $5.97M | 0.01% | Add |
| Bank of America Corp history | 153.90K | $5.61M | 0.00% | Add |
| Legal & General Investment Management America history | 123.09K | $4.49M | 0.00% | Reduce |
| Prudential Financial history | 55.03K | $2.01M | 0.00% | Add |
| Point72 Asset Management history | 54.89K | $2.00M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 49.70K | $1.81M | 0.00% | Add |
| Deutsche Bank AG history | 49.70K | $1.81M | 0.00% | Add |
| AQR Capital Management history | 38.28K | $1.40M | 0.00% | Add |
| Amundi US history | 23.42K | $854.09K | 0.00% | Add |
| Manulife Financial history | 22.57K | $823.02K | 0.00% | Reduce |
| Janus Henderson Group history | 21.06K | $768.02K | 0.00% | Hold |
| Balyasny Asset Management history | 14.50K | $528.71K | 0.00% | New |
| Citigroup Inc history | 8.22K | $299.67K | 0.00% | Reduce |
| PNC Financial Services history | 7.68K | $280.27K | 0.00% | Add |
| T. Rowe Price Associates history | 65.03K | $2.37K | 0.00% | Add |
Q4 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 7.76M | $296.63M | 0.01% | Reduce |
| Vanguard Group history | 5.77M | $220.64M | 0.00% | Reduce |
| Geode Capital Management history | 1.28M | $49.01M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 604.51K | $23.12M | 0.00% | Reduce |
| Morgan Stanley history | 586.84K | $22.44M | 0.00% | Add |
| D. E. Shaw & Co history | 553.11K | $21.15M | 0.01% | Add |
| Northern Trust Corp history | 523.90K | $20.03M | 0.00% | Reduce |
| BNY Mellon history | 504.09K | $19.28M | 0.00% | Reduce |
| Baron Funds history | 446.22K | $17.06M | 0.05% | Hold |
| Wells Fargo & Co history | 299.21K | $11.44M | 0.00% | Reduce |
| Goldman Sachs Group history | 275.61K | $10.54M | 0.00% | Add |
| Principal Global Investors history | 253.37K | $9.69M | 0.01% | Reduce |
| Arrowstreet Capital history | 252.69K | $9.66M | 0.01% | Add |
| Invesco Ltd history | 184.35K | $7.05M | 0.00% | Reduce |
| PSP Investments history | 183.40K | $7.01M | 0.02% | Reduce |
| UBS Group AG history | 177.08K | $6.77M | 0.00% | Reduce |
| Bank of America Corp history | 142.77K | $5.46M | 0.00% | Reduce |
| Legal & General Investment Management America history | 135.41K | $5.18M | 0.00% | Reduce |
| Millennium Management history | 126.97K | $4.86M | 0.00% | Reduce |
| Marshall Wace history | 100.30K | $3.84M | 0.00% | Add |
| Citadel Advisors history | 73.39K | $2.81M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 54.24K | $2.07M | 0.00% | Reduce |
| Prudential Financial history | 49.93K | $1.91M | 0.00% | Reduce |
| Two Sigma Investments history | 47.80K | $1.83M | 0.00% | New |
| Deutsche Bank AG history | 44.78K | $1.71M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 39.90K | $1.53M | 0.00% | Add |
| Point72 Asset Management history | 35.59K | $1.36M | 0.00% | Add |
| AQR Capital Management history | 24.20K | $925.39K | 0.00% | Add |
| Manulife Financial history | 23.31K | $891.45K | 0.00% | Reduce |
| Janus Henderson Group history | 21.06K | $805.08K | 0.00% | Hold |
| Citigroup Inc history | 15.45K | $590.85K | 0.00% | Reduce |
| Amundi US history | 14.89K | $569.24K | 0.00% | Add |
| Renaissance Technologies history | 11.90K | $455.06K | 0.00% | New |
| PNC Financial Services history | 7.09K | $271.05K | 0.00% | Hold |
| Franklin Resources history | 5.45K | $208.41K | 0.00% | Hold |
| CPP Investments history | 800 | $30.59K | 0.00% | New |
| T. Rowe Price Associates history | 53.79K | $2.06K | 0.00% | Add |
Q3 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 7.80M | $319.66M | 0.01% | Reduce |
| Vanguard Group history | 5.87M | $240.71M | 0.00% | Reduce |
| Geode Capital Management history | 1.30M | $53.16M | 0.00% | Hold |
| Charles Schwab Investment Management history | 611.70K | $25.08M | 0.00% | Reduce |
| Morgan Stanley history | 582.23K | $23.87M | 0.00% | Reduce |
| Northern Trust Corp history | 578.78K | $23.73M | 0.00% | Reduce |
| BNY Mellon history | 511.43K | $20.97M | 0.00% | Reduce |
| Baron Funds history | 446.22K | $18.29M | 0.05% | Add |
| Wells Fargo & Co history | 373.84K | $15.33M | 0.00% | Reduce |
| D. E. Shaw & Co history | 360.17K | $14.77M | 0.01% | Add |
| Principal Global Investors history | 260.85K | $10.69M | 0.01% | Reduce |
| UBS Group AG history | 224.74K | $9.21M | 0.00% | Reduce |
| PSP Investments history | 210.39K | $8.63M | 0.03% | Add |
| Invesco Ltd history | 198.66K | $8.15M | 0.00% | Reduce |
| Goldman Sachs Group history | 195.12K | $8.00M | 0.00% | Add |
| Millennium Management history | 183.75K | $7.53M | 0.00% | Add |
| Bank of America Corp history | 166.68K | $6.83M | 0.00% | Reduce |
| Legal & General Investment Management America history | 143.18K | $5.87M | 0.00% | Reduce |
| Citadel Advisors history | 74.59K | $3.06M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 66.55K | $2.73M | 0.00% | Add |
| Arrowstreet Capital history | 55.63K | $2.28M | 0.00% | New |
| Prudential Financial history | 54.96K | $2.25M | 0.00% | Reduce |
| Deutsche Bank AG history | 43.30K | $1.78M | 0.00% | Add |
| Lazard Asset Management history | 42.98K | $1.76M | 0.00% | New |
| Point72 Asset Management history | 27.41K | $1.12M | 0.00% | Add |
| Manulife Financial history | 25.28K | $1.04M | 0.00% | Reduce |
| Citigroup Inc history | 22.39K | $918.07K | 0.00% | Reduce |
| Janus Henderson Group history | 21.06K | $863.30K | 0.00% | Hold |
| AQR Capital Management history | 18.04K | $739.64K | 0.00% | Reduce |
| Amundi US history | 9.59K | $389.00K | 0.00% | Add |
| Marshall Wace history | 8.11K | $332.35K | 0.00% | New |
| PNC Financial Services history | 7.11K | $291.39K | 0.00% | Add |
| Franklin Resources history | 5.45K | $223.45K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 3.42K | $140.43K | 0.00% | Reduce |
| T. Rowe Price Associates history | 52.70K | $2.16K | 0.00% | Add |
Q2 2025 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 7.99M | $324.21M | 0.01% | Reduce |
| Vanguard Group history | 5.99M | $243.14M | 0.00% | Hold |
| Geode Capital Management history | 1.29M | $52.33M | 0.00% | Hold |
| Morgan Stanley history | 658.30K | $26.70M | 0.00% | Add |
| Charles Schwab Investment Management history | 617.78K | $25.06M | 0.00% | Reduce |
| Northern Trust Corp history | 589.13K | $23.90M | 0.00% | Reduce |
| BNY Mellon history | 550.59K | $22.33M | 0.00% | Reduce |
| Invesco Ltd history | 518.97K | $21.05M | 0.00% | Reduce |
| Baron Funds history | 420.72K | $17.06M | 0.05% | Add |
| Wells Fargo & Co history | 406.02K | $16.47M | 0.00% | Reduce |
| D. E. Shaw & Co history | 312.28K | $12.67M | 0.01% | Add |
| Principal Global Investors history | 268.33K | $10.88M | 0.01% | Reduce |
| UBS Group AG history | 232.21K | $9.42M | 0.00% | Reduce |
| Bank of America Corp history | 217.46K | $8.82M | 0.00% | Hold |
| PSP Investments history | 184.37K | $7.48M | 0.03% | Add |
| Citadel Advisors history | 181.67K | $7.37M | 0.00% | Add |
| Goldman Sachs Group history | 174.36K | $7.07M | 0.00% | Reduce |
| Legal & General Investment Management America history | 152.99K | $6.21M | 0.00% | Add |
| Millennium Management history | 111.21K | $4.51M | 0.00% | New |
| Renaissance Technologies history | 78.47K | $3.18M | 0.00% | Reduce |
| Prudential Financial history | 56.68K | $2.30M | 0.00% | Add |
| Citigroup Inc history | 52.11K | $2.11M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 48.29K | $1.96M | 0.00% | Reduce |
| Deutsche Bank AG history | 38.27K | $1.55M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 31.63K | $1.28M | 0.00% | Add |
| Norges Bank Investment Management history | 30.90K | $1.25M | 0.00% | Reduce |
| Manulife Financial history | 26.87K | $1.09M | 0.00% | Reduce |
| Janus Henderson Group history | 21.06K | $853.08K | 0.00% | Reduce |
| Point72 Asset Management history | 19.79K | $802.80K | 0.00% | New |
| AQR Capital Management history | 19.41K | $787.11K | 0.00% | Reduce |
| Balyasny Asset Management history | 10.34K | $419.23K | 0.00% | New |
| Amundi US history | 8.75K | $332.45K | 0.00% | Reduce |
| PNC Financial Services history | 6.94K | $281.65K | 0.00% | Add |
| T. Rowe Price Associates history | 50.35K | $2.04K | 0.00% | Add |
Q1 2025 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 8.29M | $371.81M | 0.01% | Reduce |
| Vanguard Group history | 5.99M | $268.87M | 0.01% | Reduce |
| Geode Capital Management history | 1.28M | $57.64M | 0.01% | Add |
| Invesco Ltd history | 642.14K | $28.81M | 0.01% | Add |
| Morgan Stanley history | 627.79K | $28.16M | 0.00% | Hold |
| Charles Schwab Investment Management history | 624.01K | $27.99M | 0.01% | Hold |
| Northern Trust Corp history | 612.87K | $27.49M | 0.00% | Reduce |
| BNY Mellon history | 594.21K | $26.66M | 0.01% | Reduce |
| Wells Fargo & Co history | 414.37K | $18.59M | 0.00% | Add |
| Baron Funds history | 406.25K | $18.22M | 0.05% | Reduce |
| UBS Group AG history | 368.99K | $16.55M | 0.00% | Add |
| Principal Global Investors history | 296.45K | $13.30M | 0.01% | Add |
| Bank of America Corp history | 216.91K | $9.73M | 0.00% | Add |
| D. E. Shaw & Co history | 194.25K | $8.71M | 0.01% | Reduce |
| Goldman Sachs Group history | 180.98K | $8.12M | 0.00% | Reduce |
| PSP Investments history | 172.53K | $7.74M | 0.03% | Add |
| Legal & General Investment Management America history | 151.16K | $6.78M | 0.00% | Reduce |
| Renaissance Technologies history | 130.97K | $5.88M | 0.01% | Reduce |
| Citadel Advisors history | 84.70K | $3.80M | 0.00% | Add |
| Citigroup Inc history | 81.92K | $3.67M | 0.00% | Add |
| Prudential Financial history | 55.31K | $2.48M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 50.51K | $2.27M | 0.00% | Reduce |
| Deutsche Bank AG history | 43.86K | $1.97M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 28.91K | $1.30M | 0.00% | Reduce |
| Manulife Financial history | 28.40K | $1.27M | 0.00% | Add |
| AQR Capital Management history | 27.21K | $1.22M | 0.00% | Add |
| Janus Henderson Group history | 26.06K | $1.17M | 0.00% | Hold |
| Amundi US history | 21.91K | $930.21K | 0.00% | Reduce |
| PNC Financial Services history | 6.82K | $305.90K | 0.00% | Add |
| T. Rowe Price Associates history | 47.26K | $2.12K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 233.97K sh · $8.39M
- Lazard Asset Management 116.14K sh · $4.16M
- Norges Bank Investment Management 98.80K sh · $3.54M
- Royce & Associates 13.23K sh · $474.32K
- Renaissance Technologies 8.80K sh · $315.57K
Fully Exited (vs previous quarter)
- Capital World Investors sold 1.24M sh · $45.10M
- Janus Henderson Group sold 21.06K sh · $768.02K
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 | 8.32M | 7.75M | 7.76M | 7.80M | 7.99M | 8.29M | 8.50M | 8.31M | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 1.31M | 1.27M | 1.28M | 1.30M | 1.29M | 1.28M | 1.24M | 1.24M | 1.22M | 1.18M | 1.15M | 1.13M | 1.10M | 1.06M | 1.02M | 995.78K | 1.02M | 1.02M | 987.76K | 986.03K |
| D. E. Shaw & Co | 896.26K | 715.11K | 553.11K | 360.17K | 312.28K | 194.25K | 220.48K | 338.80K | 464.26K | 438.56K | 493.21K | 430.90K | 398.71K | 378.62K | 486.38K | 211.47K | 37.49K | — | 12.50K | — |
| Charles Schwab Investment Management | 600.44K | 601.81K | 604.51K | 611.70K | 617.78K | 624.01K | 626.06K | 621.46K | 614.55K | 600.96K | 587.69K | 578.58K | 563.10K | 560.27K | 559.59K | 580.28K | 595.45K | 588.67K | 570.20K | 579.15K |
| Northern Trust Corp | 556.85K | 534.23K | 523.90K | 578.78K | 589.13K | 612.87K | 617.47K | 556.57K | 555.38K | 602.22K | 617.57K | 640.12K | 650.32K | 636.41K | 637.54K | 652.77K | 676.79K | 678.09K | 703.16K | 712.86K |
| Morgan Stanley | 505.71K | 480.29K | 586.84K | 582.23K | 658.30K | 627.79K | 626.95K | 632.23K | 545.31K | 568.15K | 660.82K | 453.95K | 544.12K | 444.64K | 428.07K | 467.50K | 520.54K | 258.35K | 227.36K | 275.14K |
| Citadel Advisors | 491.74K | 167.85K | 73.39K | 74.59K | 181.67K | 84.70K | 27.07K | 70.68K | — | 43.27K | 150.15K | 101.50K | 129.14K | 177.09K | 402.09K | 440.89K | 35.73K | — | 12.30K | 71.94K |
| Baron Funds | 445.67K | 447.64K | 446.22K | 446.22K | 420.72K | 406.25K | 410.37K | 410.37K | 410.37K | — | — | — | — | — | — | — | — | — | — | — |
| Millennium Management | 412.76K | 363.27K | 126.97K | 183.75K | 111.21K | — | 8.70K | 102.53K | — | 39.70K | 165.62K | 70.48K | 37.85K | 306.32K | 475.59K | 165.72K | 32.98K | — | 45.96K | 117.66K |
| BNY Mellon | 368.23K | 366.78K | 504.09K | 511.43K | 550.59K | 594.21K | 616.50K | 747.41K | 805.60K | 995.87K | 932.14K | 629.39K | 580.12K | 599.26K | 616.98K | 577.08K | 576.34K | 590.34K | 581.05K | 613.57K |
| Goldman Sachs Group | 307.41K | 292.57K | 275.61K | 195.12K | 174.36K | 180.98K | 242.36K | 218.80K | 124.69K | 120.15K | 116.99K | 129.67K | 147.00K | 217.02K | 158.35K | 109.78K | 54.89K | 127.90K | 57.45K | 83.83K |
| Arrowstreet Capital | 287.64K | 247.59K | 252.69K | 55.63K | — | — | — | 33.04K | — | 39.05K | — | — | — | — | — | — | — | — | — | 203.61K |
| Wells Fargo & Co | 257.36K | 251.67K | 299.21K | 373.84K | 406.02K | 414.37K | 409.26K | 20.14K | 20.02K | 19.02K | 17.26K | 14.48K | 30.26K | 18.02K | 5.80K | 8.20K | 9.12K | 43.73K | 63.65K | 48.40K |
| Principal Global Investors | 252.01K | 258.13K | 253.37K | 260.85K | 268.33K | 296.45K | 287.27K | 277.49K | 269.65K | 282.17K | 282.68K | 300.09K | 325.74K | 343.98K | 350.71K | 361.05K | 380.09K | 409.33K | 411.79K | 423.10K |
| Point72 Asset Management | 245.46K | 54.89K | 35.59K | 27.41K | 19.79K | — | — | — | — | — | — | — | — | 3.08K | — | — | — | — | — | — |
| JPMorgan Chase & Co | 233.97K | — | 54.24K | 66.55K | 48.29K | 50.51K | 214.28K | 120.75K | 165.53K | 136.25K | 114.43K | 93.66K | 82.36K | 3.34K | 61.45K | 64.07K | 57.70K | 47.62K | 1.07M | 74.54K |
| UBS Group AG | 224.09K | 197.45K | 177.08K | 224.74K | 232.21K | 368.99K | 203.28K | 30.98K | 10.95K | 41.01K | 45.14K | 24.50K | 43.98K | 27.25K | 15.16K | 250 | 655 | 6.13K | 19.78K | 250 |
| Fidelity Management & Research (FMR) | 188.18K | 49.70K | 39.90K | 3.42K | 31.63K | 28.91K | 66.69K | 86.04K | 73.88K | 64.20K | 21.93K | 1.44K | 1.53K | 20.76K | 20.59K | 1.04K | 943 | 1.12K | 400 | 544 |
| Bank of America Corp | 181.97K | 153.90K | 142.77K | 166.68K | 217.46K | 216.91K | 110.33K | 153.85K | 126.10K | 121.11K | 88.76K | 112.56K | 72.33K | 90.10K | 52.40K | 61.00K | 129.96K | 173.44K | 201.23K | 195.26K |
| PSP Investments | 177.07K | 188.84K | 183.40K | 210.39K | 184.37K | 172.53K | 135.01K | 115.19K | 119.39K | 110.95K | 112.77K | 69.34K | 101.50K | 100.20K | 103.47K | 106.58K | 112.09K | 112.58K | 122.80K | 121.65K |
▲ 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