ESNT — ESSENT GROUP LTD
Reported value held$3.41B
Funds holding (latest)48
SectorFinancials
Funds holding (Q2 2026)36
Institutional value$2.52B · 39.35M sh
New / Add / Cut / Exit4 / 16 / 14 / 2
Top-5 / Top-10 concentration64.7% / 80.7%
Institutional holdings change
Accumulating +2.9%
(+1.11M sh)
Institutional value change
Up +13.2%
As of Q2 2026, 36 SEC-registered investment managers reported holding ESNT (ESSENT GROUP LTD) in their latest 13F filings, with a combined reported value of $2.52B across 39.35M shares. That is +2.9% by share count (+1.11M shares) versus the previous quarter, while reported value moved +13.2%. Ownership is concentrated: the five largest holders account for 64.7% of reported value and the top ten for 80.7%.
Compared with the prior quarter, 4 opened new positions, 16 added to existing stakes, 14 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
ESNT is classified in the Financials 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 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 12.43M | $798.84M | 0.01% | Add |
| Capital World Investors history | 4.54M | $291.76M | 0.04% | Reduce |
| Fidelity Management & Research (FMR) history | 2.92M | $187.41M | 0.01% | Reduce |
| Geode Capital Management history | 2.85M | $182.99M | 0.01% | Add |
| Norges Bank Investment Management history | 2.65M | $170.39M | 0.02% | Add |
| AQR Capital Management history | 1.55M | $99.51M | 0.04% | Reduce |
| Charles Schwab Investment Management history | 1.42M | $91.48M | 0.01% | Hold |
| Northern Trust Corp history | 1.22M | $78.45M | 0.01% | Add |
| Morgan Stanley history | 1.17M | $75.07M | 0.00% | Reduce |
| Two Sigma Investments history | 940.53K | $60.46M | 0.05% | Reduce |
| Principal Global Investors history | 881.30K | $56.65M | 0.03% | Reduce |
| Goldman Sachs Group history | 835.59K | $53.71M | 0.01% | Add |
| Wellington Management Group history | 732.99K | $47.12M | 0.01% | Reduce |
| Deutsche Bank AG history | 670.01K | $43.07M | 0.01% | Add |
| BNY Mellon history | 638.47K | $41.04M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 566.46K | $36.98M | 0.00% | New |
| D. E. Shaw & Co history | 443.70K | $28.52M | 0.01% | Add |
| Bank of America Corp history | 384.97K | $24.75M | 0.00% | Reduce |
| Invesco Ltd history | 378.25K | $24.31M | 0.00% | Reduce |
| UBS Group AG history | 322.87K | $20.75M | 0.00% | Add |
| Millennium Management history | 307.58K | $19.77M | 0.01% | Reduce |
| Citadel Advisors history | 293.65K | $18.88M | 0.00% | Add |
| Balyasny Asset Management history | 237.41K | $15.26M | 0.02% | New |
| Franklin Resources history | 182.16K | $11.71M | 0.00% | Add |
| Point72 Asset Management history | 155.09K | $9.97M | 0.01% | Reduce |
| Legal & General Investment Management America history | 127.36K | $8.19M | 0.00% | Reduce |
| Arrowstreet Capital history | 100.21K | $6.44M | 0.00% | New |
| Wells Fargo & Co history | 81.93K | $5.27M | 0.00% | Add |
| Citigroup Inc history | 78.91K | $5.07M | 0.00% | Add |
| Manulife Financial history | 77.06K | $4.95M | 0.00% | Reduce |
| Prudential Financial history | 28.86K | $1.85M | 0.00% | Add |
| Marshall Wace history | 10.91K | $701.17K | 0.00% | Add |
| Amundi US history | 10.67K | $685.74K | 0.00% | Hold |
| CPP Investments history | 6.40K | $411.39K | 0.00% | New |
| PNC Financial Services history | 4.02K | $258.54K | 0.00% | Add |
| T. Rowe Price Associates history | 119.00K | $7.65K | 0.00% | Add |
Q1 2026 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 11.96M | $698.65M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 5.09M | $297.68M | 0.02% | Add |
| Capital World Investors history | 4.70M | $274.42M | 0.04% | Reduce |
| Geode Capital Management history | 2.77M | $162.16M | 0.01% | Reduce |
| AQR Capital Management history | 1.56M | $91.24M | 0.04% | Reduce |
| Charles Schwab Investment Management history | 1.42M | $83.01M | 0.01% | Add |
| Morgan Stanley history | 1.27M | $74.19M | 0.01% | Add |
| Northern Trust Corp history | 1.21M | $70.69M | 0.01% | Add |
| Invesco Ltd history | 1.06M | $61.99M | 0.01% | Add |
| Two Sigma Investments history | 1.01M | $59.15M | 0.05% | Add |
| Principal Global Investors history | 914.47K | $53.44M | 0.03% | Add |
| Goldman Sachs Group history | 802.00K | $46.87M | 0.01% | Add |
| Wellington Management Group history | 737.60K | $43.11M | 0.01% | Reduce |
| BNY Mellon history | 659.83K | $38.56M | 0.01% | Reduce |
| Deutsche Bank AG history | 633.06K | $37.00M | 0.01% | Add |
| Bank of America Corp history | 452.20K | $26.43M | 0.00% | Reduce |
| Millennium Management history | 433.52K | $25.33M | 0.01% | Add |
| D. E. Shaw & Co history | 329.39K | $19.25M | 0.01% | Add |
| UBS Group AG history | 292.22K | $17.08M | 0.00% | Reduce |
| Point72 Asset Management history | 175.16K | $10.24M | 0.01% | New |
| Legal & General Investment Management America history | 138.26K | $8.08M | 0.00% | Reduce |
| Franklin Resources history | 128.89K | $7.53M | 0.00% | Add |
| Citadel Advisors history | 122.77K | $7.17M | 0.00% | Add |
| Manulife Financial history | 87.22K | $5.10M | 0.00% | Reduce |
| Janus Henderson Group history | 42.94K | $2.51M | 0.00% | Hold |
| Wells Fargo & Co history | 36.24K | $2.12M | 0.00% | Reduce |
| PSP Investments history | 32.04K | $1.87M | 0.01% | Hold |
| Citigroup Inc history | 31.04K | $1.81M | 0.00% | Reduce |
| Prudential Financial history | 15.95K | $932.12K | 0.00% | Add |
| Amundi US history | 10.67K | $623.44K | 0.00% | Add |
| Marshall Wace history | 9.30K | $543.49K | 0.00% | New |
| PNC Financial Services history | 3.66K | $213.77K | 0.00% | Add |
| T. Rowe Price Associates history | 103.42K | $6.04K | 0.00% | Add |
Q4 2025 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 13.08M | $850.36M | 0.01% | Hold |
| Vanguard Group history | 11.99M | $779.34M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 5.02M | $326.31M | 0.02% | Reduce |
| Capital World Investors history | 4.76M | $309.59M | 0.04% | Reduce |
| Geode Capital Management history | 3.08M | $206.63M | 0.01% | Add |
| Norges Bank Investment Management history | 2.39M | $155.52M | 0.02% | Add |
| AQR Capital Management history | 1.86M | $121.18M | 0.06% | Add |
| Charles Schwab Investment Management history | 1.41M | $91.34M | 0.01% | Reduce |
| Wellington Management Group history | 1.25M | $81.05M | 0.01% | Add |
| Northern Trust Corp history | 1.18M | $76.83M | 0.01% | Reduce |
| Morgan Stanley history | 1.05M | $68.05M | 0.00% | Reduce |
| Invesco Ltd history | 988.49K | $64.26M | 0.01% | Reduce |
| Principal Global Investors history | 782.65K | $50.88M | 0.03% | Reduce |
| JPMorgan Chase & Co history | 727.35K | $47.28M | 0.01% | Add |
| BNY Mellon history | 673.93K | $43.81M | 0.01% | Reduce |
| Goldman Sachs Group history | 605.23K | $39.35M | 0.01% | Reduce |
| Deutsche Bank AG history | 599.85K | $39.00M | 0.01% | Reduce |
| Two Sigma Investments history | 576.21K | $37.46M | 0.06% | Add |
| Bank of America Corp history | 566.40K | $36.82M | 0.00% | Hold |
| Capital Research Global Investors history | 363.37K | $23.62M | 0.00% | Reduce |
| UBS Group AG history | 303.47K | $19.73M | 0.00% | Reduce |
| Legal & General Investment Management America history | 159.81K | $10.39M | 0.00% | Reduce |
| Millennium Management history | 112.23K | $7.30M | 0.00% | Reduce |
| Wells Fargo & Co history | 107.24K | $6.97M | 0.00% | Add |
| Arrowstreet Capital history | 95.30K | $6.20M | 0.00% | Reduce |
| Manulife Financial history | 90.99K | $5.92M | 0.01% | Reduce |
| D. E. Shaw & Co history | 87.46K | $5.69M | 0.00% | Reduce |
| Franklin Resources history | 64.11K | $4.17M | 0.00% | Add |
| Citadel Advisors history | 59.98K | $3.90M | 0.00% | Reduce |
| Citigroup Inc history | 44.77K | $2.91M | 0.00% | Add |
| Janus Henderson Group history | 42.94K | $2.79M | 0.00% | Hold |
| PSP Investments history | 32.04K | $2.08M | 0.01% | New |
| Prudential Financial history | 7.19K | $467.55K | 0.00% | Reduce |
| Bridgewater Associates history | 6.14K | $399.10K | 0.00% | Reduce |
| Amundi US history | 5.55K | $360.94K | 0.00% | New |
| Lazard Asset Management history | 3.53K | $229.68K | 0.00% | Reduce |
| PNC Financial Services history | 3.24K | $210.50K | 0.00% | Add |
| T. Rowe Price Associates history | 89.84K | $5.84K | 0.00% | Reduce |
Q3 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 13.12M | $833.74M | 0.01% | Reduce |
| Vanguard Group history | 11.90M | $756.53M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 5.38M | $341.72M | 0.02% | Hold |
| Capital World Investors history | 5.01M | $318.33M | 0.04% | Hold |
| Geode Capital Management history | 2.95M | $192.91M | 0.01% | Add |
| Charles Schwab Investment Management history | 1.46M | $92.71M | 0.01% | Reduce |
| Northern Trust Corp history | 1.30M | $82.85M | 0.01% | Reduce |
| AQR Capital Management history | 1.30M | $82.44M | 0.05% | Reduce |
| Capital Research Global Investors history | 1.23M | $78.00M | 0.01% | Hold |
| Wellington Management Group history | 1.20M | $76.17M | 0.01% | Add |
| Invesco Ltd history | 1.12M | $70.98M | 0.01% | Add |
| Morgan Stanley history | 1.11M | $70.37M | 0.00% | Reduce |
| Principal Global Investors history | 804.52K | $51.14M | 0.03% | Reduce |
| BNY Mellon history | 721.85K | $45.88M | 0.01% | Reduce |
| Deutsche Bank AG history | 719.61K | $45.74M | 0.02% | Add |
| JPMorgan Chase & Co history | 679.47K | $43.19M | 0.01% | Reduce |
| Goldman Sachs Group history | 629.85K | $40.03M | 0.01% | Add |
| Bank of America Corp history | 568.75K | $36.15M | 0.00% | Reduce |
| UBS Group AG history | 537.49K | $34.16M | 0.01% | Add |
| Two Sigma Investments history | 527.72K | $33.54M | 0.05% | Add |
| Balyasny Asset Management history | 257.32K | $16.36M | 0.02% | Add |
| Arrowstreet Capital history | 227.76K | $14.48M | 0.01% | Reduce |
| Legal & General Investment Management America history | 212.25K | $13.49M | 0.00% | Reduce |
| Millennium Management history | 197.34K | $12.54M | 0.01% | Reduce |
| D. E. Shaw & Co history | 165.54K | $10.52M | 0.01% | Add |
| Manulife Financial history | 97.61K | $6.20M | 0.01% | Reduce |
| Citadel Advisors history | 82.12K | $5.22M | 0.00% | Add |
| Wells Fargo & Co history | 75.66K | $4.81M | 0.00% | Add |
| Franklin Resources history | 57.98K | $3.69M | 0.00% | Add |
| Janus Henderson Group history | 42.94K | $2.73M | 0.00% | Hold |
| Citigroup Inc history | 41.21K | $2.62M | 0.00% | Reduce |
| Bridgewater Associates history | 19.88K | $1.26M | 0.01% | New |
| Prudential Financial history | 14.57K | $926.07K | 0.00% | Add |
| Baron Funds history | 8.34K | $529.77K | 0.00% | Reduce |
| Lazard Asset Management history | 6.69K | $425.47K | 0.00% | Reduce |
| PNC Financial Services history | 3.07K | $194.88K | 0.00% | Add |
| T. Rowe Price Associates history | 152.07K | $9.67K | 0.00% | Add |
Q2 2025 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 13.46M | $817.31M | 0.02% | Reduce |
| Vanguard Group history | 12.10M | $735.10M | 0.01% | Hold |
| Fidelity Management & Research (FMR) history | 5.36M | $325.40M | 0.02% | Reduce |
| Capital World Investors history | 5.00M | $303.46M | 0.04% | Hold |
| Geode Capital Management history | 2.93M | $182.04M | 0.01% | Reduce |
| AQR Capital Management history | 1.52M | $92.18M | 0.08% | Add |
| Charles Schwab Investment Management history | 1.49M | $90.78M | 0.02% | Reduce |
| Northern Trust Corp history | 1.34M | $81.45M | 0.01% | Reduce |
| Norges Bank Investment Management history | 1.24M | $75.60M | 0.01% | Reduce |
| Capital Research Global Investors history | 1.22M | $74.35M | 0.01% | Hold |
| Morgan Stanley history | 1.13M | $68.75M | 0.01% | Add |
| Invesco Ltd history | 1.08M | $65.60M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 1.03M | $62.40M | 0.01% | Add |
| BNY Mellon history | 963.20K | $58.50M | 0.01% | Reduce |
| Principal Global Investors history | 898.28K | $54.55M | 0.03% | Reduce |
| Wellington Management Group history | 825.57K | $50.14M | 0.01% | Add |
| Bank of America Corp history | 588.35K | $35.73M | 0.00% | Reduce |
| Millennium Management history | 531.41K | $32.27M | 0.02% | Reduce |
| Goldman Sachs Group history | 440.45K | $26.75M | 0.00% | Reduce |
| UBS Group AG history | 409.59K | $24.87M | 0.00% | Add |
| Arrowstreet Capital history | 343.10K | $20.84M | 0.01% | Add |
| Deutsche Bank AG history | 339.57K | $20.62M | 0.01% | Reduce |
| Two Sigma Investments history | 318.52K | $19.34M | 0.04% | Add |
| Legal & General Investment Management America history | 224.74K | $13.65M | 0.00% | Reduce |
| D. E. Shaw & Co history | 144.65K | $8.78M | 0.01% | Reduce |
| Renaissance Technologies history | 141.50K | $8.59M | 0.01% | Add |
| Manulife Financial history | 105.40K | $6.40M | 0.01% | Reduce |
| Citigroup Inc history | 76.04K | $4.62M | 0.00% | Reduce |
| Citadel Advisors history | 75.64K | $4.59M | 0.00% | Add |
| Wells Fargo & Co history | 64.59K | $3.92M | 0.00% | Add |
| Franklin Resources history | 49.63K | $3.01M | 0.00% | Add |
| Janus Henderson Group history | 42.94K | $2.61M | 0.00% | Reduce |
| Ontario Teachers Pension Plan history | 20.30K | $1.23M | 0.02% | Add |
| Balyasny Asset Management history | 14.99K | $910.34K | 0.00% | New |
| Baron Funds history | 14.33K | $870.50K | 0.00% | Hold |
| Prudential Financial history | 13.98K | $848.88K | 0.00% | Add |
| PNC Financial Services history | 3.03K | $183.77K | 0.00% | Reduce |
| T. Rowe Price Associates history | 148.37K | $9.01K | 0.00% | Reduce |
| Lazard Asset Management history | 16.79K | $1.02K | 0.00% | Add |
Q1 2025 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 14.21M | $820.27M | 0.02% | Reduce |
| Vanguard Group history | 12.16M | $701.82M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 5.86M | $338.03M | 0.02% | Reduce |
| Capital World Investors history | 5.00M | $288.42M | 0.05% | Hold |
| Geode Capital Management history | 2.97M | $175.34M | 0.01% | Add |
| Charles Schwab Investment Management history | 1.55M | $89.23M | 0.02% | Reduce |
| Northern Trust Corp history | 1.43M | $82.52M | 0.01% | Reduce |
| Invesco Ltd history | 1.25M | $72.38M | 0.01% | Reduce |
| Capital Research Global Investors history | 1.22M | $70.32M | 0.01% | Add |
| Principal Global Investors history | 1.03M | $59.46M | 0.03% | Reduce |
| BNY Mellon history | 988.11K | $57.03M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 981.82K | $56.67M | 0.01% | Reduce |
| Morgan Stanley history | 949.84K | $54.83M | 0.00% | Reduce |
| AQR Capital Management history | 848.28K | $48.58M | 0.05% | Add |
| Wellington Management Group history | 711.79K | $41.08M | 0.01% | New |
| Millennium Management history | 663.33K | $38.29M | 0.02% | Add |
| Bank of America Corp history | 630.04K | $36.37M | 0.00% | Reduce |
| Goldman Sachs Group history | 595.71K | $34.38M | 0.01% | Reduce |
| Deutsche Bank AG history | 349.68K | $20.18M | 0.01% | Add |
| Legal & General Investment Management America history | 232.42K | $13.42M | 0.00% | Hold |
| D. E. Shaw & Co history | 227.42K | $13.13M | 0.01% | Add |
| Two Sigma Investments history | 219.74K | $12.68M | 0.03% | New |
| UBS Group AG history | 188.62K | $10.89M | 0.00% | Reduce |
| Arrowstreet Capital history | 120.49K | $6.95M | 0.01% | New |
| Citigroup Inc history | 115.46K | $6.66M | 0.00% | Add |
| Manulife Financial history | 110.64K | $6.39M | 0.01% | Reduce |
| Franklin Resources history | 48.46K | $2.80M | 0.00% | Add |
| Janus Henderson Group history | 45.94K | $2.64M | 0.00% | Reduce |
| Wells Fargo & Co history | 42.01K | $2.43M | 0.00% | Reduce |
| Citadel Advisors history | 28.06K | $1.62M | 0.00% | Add |
| Renaissance Technologies history | 26.80K | $1.55M | 0.00% | Reduce |
| Baron Funds history | 14.33K | $827.36K | 0.00% | Reduce |
| Ontario Teachers Pension Plan history | 13.00K | $750.13K | 0.01% | New |
| Prudential Financial history | 9.62K | $555.15K | 0.00% | Add |
| PNC Financial Services history | 3.72K | $214.78K | 0.00% | Add |
| T. Rowe Price Associates history | 250.96K | $14.49K | 0.00% | Add |
| Amundi US history | 44 | $2.50K | 0.00% | Add |
| Lazard Asset Management history | 3.28K | $188 | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 566.46K sh · $36.98M
- Balyasny Asset Management 237.41K sh · $15.26M
- Arrowstreet Capital 100.21K sh · $6.44M
- CPP Investments 6.40K sh · $411.39K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 42.94K sh · $2.51M
- PSP Investments sold 32.04K sh · $1.87M
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 | 12.43M | 11.96M | 13.08M | 13.12M | 13.46M | 14.21M | 14.35M | 13.61M | — | — | — | — | — | — | — | — | — | — | — | — |
| Capital World Investors | 4.54M | 4.70M | 4.76M | 5.01M | 5.00M | 5.00M | 5.00M | 10.52M | 10.52M | 10.52M | 10.52M | 10.52M | 10.52M | 10.52M | 10.49M | 10.48M | 10.48M | 8.78M | 7.97M | 7.97M |
| Fidelity Management & Research (FMR) | 2.92M | 5.09M | 5.02M | 5.38M | 5.36M | 5.86M | 7.82M | 8.92M | 9.45M | 9.60M | 8.58M | 9.33M | 9.64M | 9.72M | 9.63M | 9.63M | 9.62M | 9.73M | 9.87M | 10.00M |
| Geode Capital Management | 2.85M | 2.77M | 3.08M | 2.95M | 2.93M | 2.97M | 2.61M | 2.62M | 2.70M | 2.56M | 2.36M | 2.26M | 2.30M | 2.21M | 2.09M | 2.05M | 2.07M | 2.13M | 1.96M | 1.95M |
| Norges Bank Investment Management | 2.65M | — | 2.39M | — | 1.24M | — | 1.27M | — | 1.26M | — | 1.15M | — | — | — | 1.05M | — | — | — | — | — |
| AQR Capital Management | 1.55M | 1.56M | 1.86M | 1.30M | 1.52M | 848.28K | 516.75K | 489.67K | 436.01K | 258.31K | 159.72K | 79.81K | 40.52K | 31.99K | 34.77K | 30.80K | 29.19K | 41.27K | 37.66K | 37.67K |
| Charles Schwab Investment Management | 1.42M | 1.42M | 1.41M | 1.46M | 1.49M | 1.55M | 1.57M | 1.55M | 1.54M | 1.51M | 1.50M | 1.47M | 1.44M | 1.43M | 1.41M | 1.36M | 1.29M | 1.29M | 1.24M | 1.21M |
| Northern Trust Corp | 1.22M | 1.21M | 1.18M | 1.30M | 1.34M | 1.43M | 1.46M | 1.31M | 1.33M | 1.29M | 1.50M | 1.41M | 1.43M | 1.37M | 1.39M | 1.40M | 1.42M | 1.48M | 1.52M | 1.56M |
| Morgan Stanley | 1.17M | 1.27M | 1.05M | 1.11M | 1.13M | 949.84K | 1.19M | 1.07M | 807.34K | 689.55K | 809.66K | 570.84K | 499.85K | 443.78K | 390.01K | 376.60K | 269.89K | 272.53K | 107.62K | 214.57K |
| Two Sigma Investments | 940.53K | 1.01M | 576.21K | 527.72K | 318.52K | 219.74K | — | 34.86K | 41.91K | — | — | — | — | — | 9.48K | 126.07K | 52.18K | 67.48K | — | 25.94K |
| Principal Global Investors | 881.30K | 914.47K | 782.65K | 804.52K | 898.28K | 1.03M | 1.07M | 1.15M | 1.15M | 1.25M | 1.13M | 1.12M | 828.76K | 867.11K | 462.96K | 430.42K | 418.05K | 373.40K | 386.46K | 393.03K |
| Goldman Sachs Group | 835.59K | 802.00K | 605.23K | 629.85K | 440.45K | 595.71K | 685.79K | 605.18K | 470.57K | 450.62K | 575.14K | 654.31K | 609.44K | 334.04K | 415.44K | 609.63K | 473.81K | 363.20K | 318.54K | 569.02K |
| Wellington Management Group | 732.99K | 737.60K | 1.25M | 1.20M | 825.57K | 711.79K | — | — | — | — | — | — | — | — | — | 519.28K | 541.70K | 550.29K | 609.12K | 611.43K |
| Deutsche Bank AG | 670.01K | 633.06K | 599.85K | 719.61K | 339.57K | 349.68K | 331.20K | 286.79K | 327.27K | 276.50K | 274.00K | 225.66K | 214.06K | 239.56K | 200.02K | 143.86K | 108.40K | 119.33K | 128.39K | 180.45K |
| BNY Mellon | 638.47K | 659.83K | 673.93K | 721.85K | 963.20K | 988.11K | 1.45M | 1.55M | 1.85M | 1.93M | 2.10M | 2.22M | 2.24M | 2.18M | 2.02M | 2.07M | 2.17M | 2.34M | 2.54M | 2.61M |
| JPMorgan Chase & Co | 566.46K | — | 727.35K | 679.47K | 1.03M | 981.82K | 1.10M | 1.02M | 921.74K | 1.15M | 1.06M | 1.06M | 1.14M | 885.17K | 1.05M | 1.25M | 1.21M | 962.53K | 907.86K | 877.47K |
| D. E. Shaw & Co | 443.70K | 329.39K | 87.46K | 165.54K | 144.65K | 227.42K | 149.08K | 8.38K | 20.52K | — | 30.40K | 73.29K | — | — | — | — | — | 94.43K | 39.00K | — |
| Bank of America Corp | 384.97K | 452.20K | 566.40K | 568.75K | 588.35K | 630.04K | 721.46K | 438.56K | 594.38K | 375.75K | 367.33K | 319.52K | 277.32K | 361.91K | 338.08K | 360.43K | 327.05K | 329.19K | 395.84K | 382.10K |
| Invesco Ltd | 378.25K | 1.06M | 988.49K | 1.12M | 1.08M | 1.25M | 1.71M | 1.89M | 1.77M | 2.29M | 1.67M | 1.08M | 1.10M | 739.62K | 661.23K | 605.77K | 595.49K | 584.12K | 614.09K | 637.90K |
| UBS Group AG | 322.87K | 292.22K | 303.47K | 537.49K | 409.59K | 188.62K | 307.27K | 107.84K | 90.81K | 171.30K | 271.08K | 186.99K | 198.82K | 224.38K | 213.75K | 6.25K | 21.38K | 84.51K | 198.65K | 98.40K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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