FHI — FEDERATED HERMES INC
Reported value held$2.01B
Funds holding (latest)44
SectorFinancials
Funds holding (Q2 2026)34
Institutional value$1.52B · 27.64M sh
New / Add / Cut / Exit1 / 15 / 15 / 1
Top-5 / Top-10 concentration66.4% / 86.7%
Institutional holdings change
Accumulating +7.9%
(+2.03M sh)
Institutional value change
Up +5.1%
As of Q2 2026, 34 SEC-registered investment managers reported holding FHI (FEDERATED HERMES INC) in their latest 13F filings, with a combined reported value of $1.52B across 27.64M shares. That is +7.9% by share count (+2.03M shares) versus the previous quarter, while reported value moved +5.1%. Ownership is concentrated: the five largest holders account for 66.4% of reported value and the top ten for 86.7%.
Compared with the prior quarter, 1 opened new positions, 15 added to existing stakes, 15 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
FHI 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 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 6.04M | $333.74M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 4.66M | $257.54M | 0.01% | Add |
| Charles Schwab Investment Management history | 2.65M | $146.16M | 0.02% | Add |
| Invesco Ltd history | 2.52M | $139.32M | 0.01% | Add |
| AQR Capital Management history | 2.46M | $135.89M | 0.05% | Reduce |
| Geode Capital Management history | 1.69M | $93.49M | 0.01% | Add |
| Arrowstreet Capital history | 1.17M | $64.84M | 0.03% | Add |
| Citadel Advisors history | 982.73K | $54.27M | 0.01% | Add |
| Goldman Sachs Group history | 879.17K | $48.55M | 0.00% | Add |
| Morgan Stanley history | 869.41K | $48.01M | 0.00% | Add |
| BNY Mellon history | 617.79K | $34.11M | 0.01% | Reduce |
| Bank of America Corp history | 460.62K | $25.44M | 0.00% | Add |
| Northern Trust Corp history | 451.02K | $24.91M | 0.00% | Reduce |
| Renaissance Technologies history | 329.30K | $18.18M | 0.03% | Add |
| Royce & Associates history | 304.72K | $16.83M | 0.14% | Hold |
| UBS Group AG history | 302.30K | $16.69M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 255.51K | $14.62M | 0.00% | New |
| Franklin Resources history | 207.75K | $11.47M | 0.00% | Reduce |
| Principal Global Investors history | 163.65K | $9.04M | 0.00% | Hold |
| Legal & General Investment Management America history | 104.31K | $5.76M | 0.00% | Reduce |
| Two Sigma Investments history | 96.17K | $5.31M | 0.00% | Reduce |
| Lazard Asset Management history | 79.99K | $4.42M | 0.01% | Reduce |
| Manulife Financial history | 51.66K | $2.85M | 0.00% | Reduce |
| PNC Financial Services history | 35.10K | $1.94M | 0.00% | Reduce |
| Bridgewater Associates history | 29.16K | $1.61M | 0.01% | Reduce |
| CPP Investments history | 28.80K | $1.59M | 0.00% | Reduce |
| Millennium Management history | 27.50K | $1.52M | 0.00% | Reduce |
| Wells Fargo & Co history | 26.74K | $1.48M | 0.00% | Add |
| Deutsche Bank AG history | 24.79K | $1.37M | 0.00% | Add |
| Citigroup Inc history | 24.26K | $1.34M | 0.00% | Reduce |
| Marshall Wace history | 22.84K | $1.26M | 0.00% | Add |
| Prudential Financial history | 12.66K | $699.20K | 0.00% | Reduce |
| Amundi US history | 4.10K | $226.18K | 0.00% | Hold |
| T. Rowe Price Associates history | 42.91K | $2.37K | 0.00% | Add |
Q1 2026 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.92M | $335.96M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 4.59M | $260.04M | 0.01% | Reduce |
| AQR Capital Management history | 2.58M | $146.17M | 0.07% | Reduce |
| Charles Schwab Investment Management history | 2.50M | $142.01M | 0.02% | Reduce |
| Invesco Ltd history | 2.22M | $126.12M | 0.02% | Reduce |
| Geode Capital Management history | 1.63M | $92.19M | 0.01% | Add |
| Arrowstreet Capital history | 814.22K | $46.17M | 0.03% | Reduce |
| Morgan Stanley history | 742.83K | $42.13M | 0.00% | Reduce |
| BNY Mellon history | 654.38K | $37.11M | 0.01% | Reduce |
| Goldman Sachs Group history | 513.14K | $29.10M | 0.00% | Reduce |
| Northern Trust Corp history | 469.41K | $26.62M | 0.00% | Add |
| Two Sigma Investments history | 443.86K | $25.17M | 0.02% | Add |
| Bank of America Corp history | 435.90K | $24.72M | 0.00% | Reduce |
| UBS Group AG history | 388.49K | $22.03M | 0.00% | Reduce |
| Royce & Associates history | 304.72K | $17.28M | 0.17% | Hold |
| Renaissance Technologies history | 296.10K | $16.79M | 0.03% | Reduce |
| Franklin Resources history | 222.16K | $12.60M | 0.00% | Add |
| Principal Global Investors history | 162.94K | $9.24M | 0.01% | Add |
| Bridgewater Associates history | 144.29K | $8.18M | 0.04% | Reduce |
| Legal & General Investment Management America history | 107.33K | $6.09M | 0.00% | Reduce |
| Lazard Asset Management history | 81.09K | $4.60M | 0.01% | Add |
| Manulife Financial history | 52.69K | $2.99M | 0.00% | Reduce |
| Millennium Management history | 52.52K | $2.98M | 0.00% | Reduce |
| PNC Financial Services history | 35.48K | $2.01M | 0.00% | Reduce |
| Janus Henderson Group history | 31.87K | $1.81M | 0.00% | Hold |
| Citadel Advisors history | 31.78K | $1.80M | 0.00% | Add |
| Citigroup Inc history | 30.02K | $1.70M | 0.00% | Reduce |
| CPP Investments history | 29.90K | $1.70M | 0.00% | Hold |
| Deutsche Bank AG history | 24.63K | $1.40M | 0.00% | Hold |
| Wells Fargo & Co history | 23.59K | $1.34M | 0.00% | Add |
| Prudential Financial history | 17.40K | $986.58K | 0.00% | Reduce |
| Marshall Wace history | 15.85K | $899.02K | 0.00% | Reduce |
| Amundi US history | 4.10K | $232.28K | 0.00% | New |
| T. Rowe Price Associates history | 34.61K | $1.96K | 0.00% | Add |
Q4 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 8.25M | $429.35M | 0.01% | Reduce |
| BlackRock Inc history | 5.66M | $294.52M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 4.96M | $258.12M | 0.01% | Hold |
| AQR Capital Management history | 3.04M | $158.10M | 0.08% | Add |
| Charles Schwab Investment Management history | 3.03M | $157.88M | 0.03% | Hold |
| Invesco Ltd history | 2.75M | $143.26M | 0.02% | Reduce |
| Geode Capital Management history | 1.41M | $73.42M | 0.01% | Add |
| UBS Group AG history | 984.05K | $51.24M | 0.01% | Add |
| Arrowstreet Capital history | 848.60K | $44.19M | 0.03% | Add |
| Morgan Stanley history | 825.45K | $42.98M | 0.00% | Reduce |
| Goldman Sachs Group history | 730.98K | $38.06M | 0.01% | Add |
| BNY Mellon history | 679.20K | $35.37M | 0.01% | Reduce |
| Bank of America Corp history | 564.82K | $29.41M | 0.00% | Reduce |
| Northern Trust Corp history | 465.82K | $24.26M | 0.00% | Reduce |
| Renaissance Technologies history | 426.30K | $22.20M | 0.03% | Reduce |
| Two Sigma Investments history | 383.76K | $19.98M | 0.03% | Reduce |
| Royce & Associates history | 304.72K | $15.87M | 0.16% | Reduce |
| JPMorgan Chase & Co history | 288.42K | $15.02M | 0.00% | Add |
| Bridgewater Associates history | 286.57K | $14.92M | 0.05% | Add |
| Principal Global Investors history | 156.90K | $8.17M | 0.00% | Reduce |
| Legal & General Investment Management America history | 122.76K | $6.39M | 0.00% | Reduce |
| Point72 Asset Management history | 91.66K | $4.77M | 0.01% | New |
| Lazard Asset Management history | 75.03K | $3.91M | 0.01% | Reduce |
| Millennium Management history | 58.00K | $3.02M | 0.00% | Reduce |
| Manulife Financial history | 53.80K | $2.80M | 0.00% | Reduce |
| Citigroup Inc history | 39.18K | $2.04M | 0.00% | Reduce |
| PNC Financial Services history | 35.73K | $1.86M | 0.00% | Hold |
| Prudential Financial history | 33.73K | $1.76M | 0.00% | New |
| Janus Henderson Group history | 31.87K | $1.66M | 0.00% | Hold |
| CPP Investments history | 29.90K | $1.56M | 0.00% | New |
| Franklin Resources history | 28.81K | $1.50M | 0.00% | Reduce |
| Deutsche Bank AG history | 24.53K | $1.28M | 0.00% | Hold |
| Marshall Wace history | 20.93K | $1.09M | 0.00% | Add |
| Wells Fargo & Co history | 17.36K | $904.10K | 0.00% | Reduce |
| Citadel Advisors history | 5.70K | $296.80K | 0.00% | Reduce |
| D. E. Shaw & Co history | 4.37K | $227.60K | 0.00% | Reduce |
| T. Rowe Price Associates history | 32.01K | $1.67K | 0.00% | Hold |
Q3 2025 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 8.48M | $440.11M | 0.01% | Hold |
| BlackRock Inc history | 5.61M | $291.24M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 4.95M | $256.80M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 3.02M | $156.81M | 0.03% | Reduce |
| AQR Capital Management history | 2.99M | $155.07M | 0.10% | Hold |
| Invesco Ltd history | 2.94M | $152.67M | 0.03% | Add |
| Geode Capital Management history | 1.34M | $69.38M | 0.00% | Reduce |
| Morgan Stanley history | 925.87K | $48.08M | 0.00% | Add |
| UBS Group AG history | 909.62K | $47.24M | 0.01% | Reduce |
| BNY Mellon history | 810.57K | $42.09M | 0.01% | Reduce |
| Arrowstreet Capital history | 804.38K | $41.77M | 0.03% | Reduce |
| Bank of America Corp history | 605.81K | $31.46M | 0.00% | Add |
| Goldman Sachs Group history | 602.20K | $31.27M | 0.00% | Reduce |
| Renaissance Technologies history | 538.35K | $27.96M | 0.04% | Add |
| Two Sigma Investments history | 514.53K | $26.72M | 0.04% | Reduce |
| Northern Trust Corp history | 473.87K | $24.61M | 0.00% | Reduce |
| Millennium Management history | 411.84K | $21.39M | 0.01% | Reduce |
| Citadel Advisors history | 353.85K | $18.38M | 0.00% | Reduce |
| Royce & Associates history | 311.39K | $16.17M | 0.16% | Reduce |
| Bridgewater Associates history | 279.13K | $14.50M | 0.06% | Add |
| JPMorgan Chase & Co history | 218.74K | $11.36M | 0.00% | Reduce |
| Principal Global Investors history | 161.44K | $8.38M | 0.00% | Reduce |
| Legal & General Investment Management America history | 129.39K | $6.72M | 0.00% | Reduce |
| Lazard Asset Management history | 84.13K | $4.37M | 0.01% | Add |
| Manulife Financial history | 55.07K | $2.86M | 0.00% | Reduce |
| Citigroup Inc history | 39.95K | $2.07M | 0.00% | Add |
| PNC Financial Services history | 35.83K | $1.86M | 0.00% | Add |
| Janus Henderson Group history | 31.87K | $1.66M | 0.00% | Hold |
| Franklin Resources history | 29.85K | $1.55M | 0.00% | Add |
| Deutsche Bank AG history | 24.53K | $1.27M | 0.00% | Add |
| Wells Fargo & Co history | 21.66K | $1.12M | 0.00% | Reduce |
| Marshall Wace history | 17.38K | $902.39K | 0.00% | Reduce |
| D. E. Shaw & Co history | 9.77K | $507.36K | 0.00% | Reduce |
| T. Rowe Price Associates history | 32.01K | $1.66K | 0.00% | Hold |
Q2 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 8.51M | $377.05M | 0.01% | Reduce |
| BlackRock Inc history | 5.71M | $253.13M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 5.54M | $245.42M | 0.01% | Hold |
| Charles Schwab Investment Management history | 3.09M | $136.87M | 0.02% | Reduce |
| AQR Capital Management history | 2.98M | $132.02M | 0.11% | Add |
| Invesco Ltd history | 2.27M | $100.57M | 0.02% | Reduce |
| Geode Capital Management history | 1.36M | $60.12M | 0.00% | Hold |
| UBS Group AG history | 1.35M | $59.84M | 0.01% | Add |
| BNY Mellon history | 989.95K | $43.87M | 0.01% | Reduce |
| Millennium Management history | 944.62K | $41.87M | 0.02% | Add |
| Arrowstreet Capital history | 852.59K | $37.79M | 0.03% | Add |
| Morgan Stanley history | 779.87K | $34.56M | 0.00% | Add |
| Two Sigma Investments history | 644.06K | $28.54M | 0.05% | Add |
| Goldman Sachs Group history | 618.02K | $27.39M | 0.00% | Reduce |
| Bank of America Corp history | 598.83K | $26.54M | 0.00% | Add |
| Northern Trust Corp history | 508.10K | $22.52M | 0.00% | Reduce |
| Citadel Advisors history | 487.14K | $21.59M | 0.00% | Reduce |
| Royce & Associates history | 399.56K | $17.71M | 0.18% | Add |
| Renaissance Technologies history | 367.70K | $16.30M | 0.02% | Add |
| JPMorgan Chase & Co history | 261.79K | $11.60M | 0.00% | Add |
| Principal Global Investors history | 167.94K | $7.44M | 0.00% | Reduce |
| Bridgewater Associates history | 159.37K | $7.06M | 0.03% | Add |
| Legal & General Investment Management America history | 131.89K | $5.85M | 0.00% | Add |
| Manulife Financial history | 56.91K | $2.52M | 0.00% | Reduce |
| Ontario Teachers Pension Plan history | 45.23K | $2.00M | 0.04% | Add |
| PNC Financial Services history | 35.34K | $1.57M | 0.00% | Reduce |
| Citigroup Inc history | 33.17K | $1.47M | 0.00% | Reduce |
| Janus Henderson Group history | 31.87K | $1.41M | 0.00% | Reduce |
| Marshall Wace history | 30.76K | $1.36M | 0.00% | New |
| Wells Fargo & Co history | 29.12K | $1.29M | 0.00% | Add |
| Franklin Resources history | 29.00K | $1.29M | 0.00% | Add |
| D. E. Shaw & Co history | 27.20K | $1.21M | 0.00% | Reduce |
| Deutsche Bank AG history | 23.92K | $1.06M | 0.00% | Reduce |
| Prudential Financial history | 11.74K | $496.53K | 0.00% | Add |
| Lazard Asset Management history | 55.69K | $2.47K | 0.00% | Add |
| T. Rowe Price Associates history | 32.01K | $1.42K | 0.00% | Reduce |
Q1 2025 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 8.76M | $357.18M | 0.01% | Add |
| BlackRock Inc history | 6.42M | $261.66M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 5.54M | $225.86M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 3.20M | $130.45M | 0.02% | Add |
| AQR Capital Management history | 2.48M | $100.64M | 0.10% | Reduce |
| Invesco Ltd history | 2.37M | $96.53M | 0.02% | Add |
| Geode Capital Management history | 1.35M | $55.21M | 0.00% | Add |
| Citadel Advisors history | 1.17M | $47.55M | 0.01% | Reduce |
| BNY Mellon history | 1.01M | $41.00M | 0.01% | Reduce |
| UBS Group AG history | 933.14K | $38.04M | 0.01% | Add |
| Goldman Sachs Group history | 884.51K | $36.06M | 0.01% | Reduce |
| Morgan Stanley history | 714.02K | $29.11M | 0.00% | Add |
| Arrowstreet Capital history | 700.46K | $28.56M | 0.02% | Reduce |
| Northern Trust Corp history | 551.97K | $22.50M | 0.00% | Reduce |
| Millennium Management history | 497.40K | $20.28M | 0.01% | Reduce |
| Two Sigma Investments history | 443.80K | $18.09M | 0.04% | Reduce |
| Bank of America Corp history | 433.10K | $17.66M | 0.00% | Add |
| Royce & Associates history | 395.89K | $16.14M | 0.17% | Add |
| JPMorgan Chase & Co history | 233.22K | $9.51M | 0.00% | Reduce |
| Principal Global Investors history | 175.44K | $7.15M | 0.00% | Hold |
| Legal & General Investment Management America history | 129.17K | $5.27M | 0.00% | Add |
| Bridgewater Associates history | 118.00K | $4.81M | 0.02% | Add |
| Renaissance Technologies history | 83.80K | $3.42M | 0.01% | Reduce |
| D. E. Shaw & Co history | 67.78K | $2.76M | 0.00% | Reduce |
| CDPQ (Caisse de Depot) history | 64.80K | $2.64M | 0.01% | New |
| Manulife Financial history | 61.38K | $2.50M | 0.00% | Hold |
| Balyasny Asset Management history | 45.70K | $1.86M | 0.00% | New |
| Citigroup Inc history | 36.55K | $1.49M | 0.00% | Reduce |
| PNC Financial Services history | 36.46K | $1.49M | 0.00% | Reduce |
| Janus Henderson Group history | 36.07K | $1.47M | 0.00% | Reduce |
| Ontario Teachers Pension Plan history | 33.94K | $1.38M | 0.02% | Reduce |
| Wells Fargo & Co history | 28.89K | $1.18M | 0.00% | Reduce |
| Deutsche Bank AG history | 24.21K | $987.16K | 0.00% | Add |
| Franklin Resources history | 22.60K | $921.52K | 0.00% | Reduce |
| Prudential Financial history | 11.20K | $472.29K | 0.00% | Add |
| T. Rowe Price Associates history | 32.45K | $1.32K | 0.00% | Add |
| Amundi US history | 24 | $947 | 0.00% | New |
| Lazard Asset Management history | 2.00K | $81 | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 255.51K sh · $14.62M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 31.87K sh · $1.81M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 8.21M | 8.56M | 6.42M | 5.71M | 5.61M | 5.66M | 5.92M | 6.04M |
| Fidelity Management & Research (FMR) | 4.54M | 4.48M | 4.13M | 3.00M | 3.02M | 2.95M | 3.11M | 4.47M | 5.03M | 5.59M | 5.60M | 5.53M | 5.67M | 5.92M | 5.54M | 5.54M | 4.95M | 4.96M | 4.59M | 4.66M |
| Charles Schwab Investment Management | 1.95M | 2.06M | 2.19M | 2.29M | 1.87M | 1.96M | 629.56K | 441.43K | 477.71K | 479.01K | 467.36K | 616.24K | 769.17K | 915.04K | 3.20M | 3.09M | 3.02M | 3.03M | 2.50M | 2.65M |
| Invesco Ltd | 1.06M | 1.13M | 1.82M | 1.81M | 2.12M | 2.19M | 2.72M | 2.94M | 2.92M | 2.02M | 2.29M | 2.39M | 2.30M | 2.23M | 2.37M | 2.27M | 2.94M | 2.75M | 2.22M | 2.52M |
| AQR Capital Management | 625.38K | 424.01K | 381.91K | 314.07K | 182.38K | 166.73K | 188.09K | 282.73K | 801.44K | 1.08M | 1.43M | 2.69M | 2.66M | 2.56M | 2.48M | 2.98M | 2.99M | 3.04M | 2.58M | 2.46M |
| Geode Capital Management | 1.77M | 1.71M | 1.72M | 1.76M | 1.70M | 1.70M | 1.72M | 1.01M | 1.07M | 1.10M | 1.11M | 1.16M | 1.25M | 1.28M | 1.35M | 1.36M | 1.34M | 1.41M | 1.63M | 1.69M |
| Arrowstreet Capital | 1.19M | — | — | — | 29.82K | 215.60K | 255.62K | 655.65K | 306.91K | 450.73K | 554.22K | 578.09K | 539.88K | 818.41K | 700.46K | 852.59K | 804.38K | 848.60K | 814.22K | 1.17M |
| Citadel Advisors | 85.10K | 27.40K | 245.98K | 1.66M | 1.00M | 1.24M | 2.29M | 2.25M | 1.91M | 246.85K | 1.08M | 1.08M | 2.16M | 1.43M | 1.17M | 487.14K | 353.85K | 5.70K | 31.78K | 982.73K |
| Goldman Sachs Group | 644.02K | 588.09K | 566.35K | 576.35K | 851.56K | 719.67K | 730.68K | 708.79K | 849.02K | 1.18M | 1.44M | 667.78K | 869.96K | 1.04M | 884.51K | 618.02K | 602.20K | 730.98K | 513.14K | 879.17K |
| Morgan Stanley | 222.67K | 181.35K | 345.16K | 462.00K | 364.48K | 779.89K | 817.65K | 1.05M | 1.05M | 1.74M | 1.50M | 1.31M | 1.11M | 682.88K | 714.02K | 779.87K | 925.87K | 825.45K | 742.83K | 869.41K |
| BNY Mellon | 2.47M | 2.51M | 2.34M | 2.13M | 2.06M | 2.00M | 2.01M | 1.41M | 1.39M | 1.10M | 1.03M | 849.61K | 830.22K | 1.28M | 1.01M | 989.95K | 810.57K | 679.20K | 654.38K | 617.79K |
| Bank of America Corp | 443.10K | 581.18K | 495.38K | 446.53K | 380.76K | 349.45K | 443.37K | 347.31K | 351.42K | 416.66K | 425.72K | 428.49K | 541.74K | 341.82K | 433.10K | 598.83K | 605.81K | 564.82K | 435.90K | 460.62K |
| Northern Trust Corp | 1.55M | 1.52M | 1.47M | 1.23M | 1.16M | 1.14M | 1.14M | 571.53K | 565.80K | 589.05K | 490.10K | 552.64K | 523.37K | 554.96K | 551.97K | 508.10K | 473.87K | 465.82K | 469.41K | 451.02K |
| Renaissance Technologies | — | — | — | 31.10K | — | 77.80K | 17.90K | — | 17.60K | 291.50K | 301.60K | 257.70K | 309.30K | 476.93K | 83.80K | 367.70K | 538.35K | 426.30K | 296.10K | 329.30K |
| Royce & Associates | 484.26K | 493.71K | 528.54K | 563.67K | 505.00K | 415.00K | 350.90K | 336.00K | 336.00K | 365.94K | 377.73K | 391.23K | 391.23K | 390.39K | 395.89K | 399.56K | 311.39K | 304.72K | 304.72K | 304.72K |
| UBS Group AG | 35.25K | 89.71K | 4.46K | 4.45K | 1.90K | 47.75K | 165.56K | 254.73K | 64.80K | 160.86K | 191.82K | 64.65K | 379.61K | 809.47K | 933.14K | 1.35M | 909.62K | 984.05K | 388.49K | 302.30K |
| JPMorgan Chase & Co | 613.07K | 589.40K | 383.06K | 278.06K | 273.79K | 270.28K | 221.16K | 349.17K | 327.97K | 421.03K | 253.29K | 275.78K | 251.82K | 268.22K | 233.22K | 261.79K | 218.74K | 288.42K | — | 255.51K |
| Franklin Resources | 26.78K | 26.67K | — | — | — | — | — | — | — | — | — | — | — | 23.28K | 22.60K | 29.00K | 29.85K | 28.81K | 222.16K | 207.75K |
| Principal Global Investors | 500.78K | 485.75K | 432.44K | 365.07K | 333.09K | 333.74K | 335.54K | 333.97K | 351.23K | 356.87K | 300.83K | 261.31K | 177.17K | 174.62K | 175.44K | 167.94K | 161.44K | 156.90K | 162.94K | 163.65K |
| Legal & General Investment Management America | 147.73K | 147.18K | 146.25K | 143.83K | 95.79K | 96.93K | 95.89K | 116.92K | 123.05K | 120.09K | 117.77K | 128.02K | 128.74K | 122.69K | 129.17K | 131.89K | 129.39K | 122.76K | 107.33K | 104.31K |
▲ 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