GNRC — GENERAC HLDGS INC
Reported value held$6.03B
Funds holding (latest)54
SectorConsumer Discretionary
Index member: S&P 500
Funds holding (Q2 2026)46
Institutional value$5.11B · 17.55M sh
New / Add / Cut / Exit5 / 21 / 17 / 2
Top-5 / Top-10 concentration52.2% / 71.7%
Institutional holdings change
Reducing -3.6%
(-653.30K sh)
Institutional value change
Up +47.3%
As of Q2 2026, 46 SEC-registered investment managers reported holding GNRC (GENERAC HLDGS INC) in their latest 13F filings, with a combined reported value of $5.11B across 17.55M shares. That is -3.6% by share count (-653.30K shares) versus the previous quarter, while reported value moved +47.3%. Ownership is concentrated: the five largest holders account for 52.2% of reported value and the top ten for 71.7%.
Compared with the prior quarter, 5 opened new positions, 21 added to existing stakes, 17 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
GNRC is a constituent of the S&P 500 and is classified in the Consumer Discretionary 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 — 46 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.00M | $1.17B | 0.02% | Add |
| Invesco Ltd history | 1.70M | $498.93M | 0.04% | Reduce |
| Geode Capital Management history | 1.55M | $453.72M | 0.02% | Add |
| D. E. Shaw & Co history | 971.39K | $284.43M | 0.15% | Reduce |
| Arrowstreet Capital history | 887.62K | $259.90M | 0.12% | Reduce |
| Morgan Stanley history | 842.62K | $246.73M | 0.01% | Add |
| Norges Bank Investment Management history | 748.38K | $219.13M | 0.02% | Add |
| Charles Schwab Investment Management history | 654.99K | $191.79M | 0.03% | Add |
| Bank of America Corp history | 600.87K | $175.94M | 0.01% | Reduce |
| Citadel Advisors history | 560.58K | $164.14M | 0.02% | Add |
| UBS Group AG history | 540.77K | $158.34M | 0.02% | Add |
| Northern Trust Corp history | 506.47K | $148.30M | 0.02% | Reduce |
| Amundi US history | 454.52K | $133.09M | 0.03% | Add |
| Coatue Management history | 390.51K | $114.35M | 0.25% | Hold |
| BNY Mellon history | 310.34K | $90.87M | 0.01% | Add |
| Wells Fargo & Co history | 262.17K | $76.77M | 0.01% | Add |
| Goldman Sachs Group history | 254.43K | $74.50M | 0.01% | Add |
| AQR Capital Management history | 255.89K | $74.09M | 0.03% | Add |
| JPMorgan Chase & Co history | 238.22K | $68.39M | 0.01% | New |
| Manulife Financial history | 232.92K | $68.20M | 0.06% | Add |
| Prudential Financial history | 221.49K | $64.86M | 0.07% | Add |
| Legal & General Investment Management America history | 191.33K | $56.02M | 0.01% | Add |
| MFS Investment Management history | 150.44K | $44.05M | 0.01% | Reduce |
| Millennium Management history | 135.83K | $39.77M | 0.01% | Reduce |
| Deutsche Bank AG history | 133.07K | $38.96M | 0.01% | Reduce |
| Two Sigma Investments history | 114.85K | $33.63M | 0.03% | Reduce |
| Citigroup Inc history | 102.91K | $30.13M | 0.01% | Reduce |
| Capital World Investors history | 87.73K | $25.69M | 0.00% | Add |
| Principal Global Investors history | 64.21K | $18.80M | 0.01% | Reduce |
| Marshall Wace history | 49.38K | $14.46M | 0.01% | Reduce |
| Point72 Asset Management history | 46.00K | $13.47M | 0.02% | Reduce |
| CPP Investments history | 37.30K | $10.92M | 0.01% | Add |
| Balyasny Asset Management history | 34.51K | $10.11M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 28.63K | $8.38M | 0.00% | Hold |
| Wellington Management Group history | 25.54K | $7.48M | 0.00% | Reduce |
| PSP Investments history | 16.78K | $4.91M | 0.01% | Hold |
| PNC Financial Services history | 16.35K | $4.79M | 0.00% | Add |
| Franklin Resources history | 15.22K | $4.46M | 0.00% | Reduce |
| Lazard Asset Management history | 9.87K | $2.89M | 0.01% | Add |
| Bridgewater Associates history | 5.82K | $1.71M | 0.01% | New |
| First Eagle Investment Management history | 4.89K | $1.43M | 0.00% | Add |
| Baillie Gifford & Co history | 3.07K | $898.34K | 0.00% | New |
| Maverick Capital history | 2.24K | $655.60K | 0.01% | Reduce |
| Moore Capital Management history | 1.46K | $428.09K | 0.01% | New |
| Fidelity International (FIL) history | 808 | $236.59K | 0.00% | New |
| T. Rowe Price Associates history | 82.48K | $24.15K | 0.00% | Reduce |
Q1 2026 — 42 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.80M | $742.35M | 0.01% | Hold |
| Invesco Ltd history | 2.29M | $447.50M | 0.07% | Reduce |
| Geode Capital Management history | 1.52M | $297.30M | 0.02% | Add |
| D. E. Shaw & Co history | 1.40M | $274.29M | 0.18% | Reduce |
| Arrowstreet Capital history | 1.04M | $202.85M | 0.11% | Add |
| Morgan Stanley history | 787.92K | $153.91M | 0.01% | Reduce |
| Bank of America Corp history | 742.58K | $145.05M | 0.01% | Add |
| Charles Schwab Investment Management history | 624.28K | $121.94M | 0.02% | Add |
| Citadel Advisors history | 552.88K | $107.99M | 0.02% | Reduce |
| Northern Trust Corp history | 526.69K | $102.88M | 0.01% | Add |
| UBS Group AG history | 514.63K | $100.52M | 0.02% | Reduce |
| Amundi US history | 433.02K | $84.58M | 0.02% | Add |
| Coatue Management history | 390.51K | $76.28M | 0.26% | Add |
| MFS Investment Management history | 349.56K | $68.28M | 0.02% | Reduce |
| BNY Mellon history | 295.46K | $57.71M | 0.01% | Reduce |
| Two Sigma Investments history | 258.12K | $50.42M | 0.04% | Add |
| Wells Fargo & Co history | 256.44K | $50.09M | 0.01% | Add |
| Millennium Management history | 251.59K | $49.14M | 0.02% | Reduce |
| Goldman Sachs Group history | 250.11K | $48.85M | 0.01% | Add |
| Manulife Financial history | 230.89K | $45.10M | 0.04% | Reduce |
| Citigroup Inc history | 183.80K | $35.90M | 0.02% | Add |
| AQR Capital Management history | 182.46K | $34.94M | 0.02% | Reduce |
| Legal & General Investment Management America history | 160.43K | $31.34M | 0.01% | Reduce |
| Deutsche Bank AG history | 136.18K | $26.60M | 0.01% | Reduce |
| Point72 Asset Management history | 126.03K | $24.62M | 0.03% | Add |
| Marshall Wace history | 86.89K | $16.97M | 0.02% | Add |
| Capital World Investors history | 81.46K | $15.91M | 0.00% | Reduce |
| Principal Global Investors history | 65.35K | $12.77M | 0.01% | Reduce |
| Wellington Management Group history | 40.96K | $8.00M | 0.00% | Reduce |
| Franklin Resources history | 29.34K | $5.73M | 0.00% | Add |
| Prudential Financial history | 29.33K | $5.73M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 28.50K | $5.57M | 0.00% | Hold |
| Janus Henderson Group history | 26.49K | $5.17M | 0.00% | Hold |
| PSP Investments history | 16.73K | $3.27M | 0.01% | Add |
| PNC Financial Services history | 15.13K | $2.96M | 0.00% | Add |
| CDPQ (Caisse de Depot) history | 9.90K | $1.93M | 0.00% | New |
| Lazard Asset Management history | 9.81K | $1.92M | 0.00% | Reduce |
| Maverick Capital history | 6.49K | $1.27M | 0.01% | New |
| First Eagle Investment Management history | 4.50K | $878.99K | 0.00% | Hold |
| Balyasny Asset Management history | 3.74K | $729.75K | 0.00% | Reduce |
| CPP Investments history | 3.31K | $646.54K | 0.00% | Reduce |
| T. Rowe Price Associates history | 433.12K | $84.60K | 0.01% | Add |
Q4 2025 — 44 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 6.59M | $898.24M | 0.01% | Reduce |
| BlackRock Inc history | 3.79M | $516.57M | 0.01% | Add |
| Invesco Ltd history | 2.42M | $330.56M | 0.05% | Add |
| D. E. Shaw & Co history | 1.55M | $211.62M | 0.12% | Add |
| Geode Capital Management history | 1.49M | $202.94M | 0.01% | Hold |
| Morgan Stanley history | 982.46K | $133.98M | 0.01% | Reduce |
| MFS Investment Management history | 959.34K | $130.82M | 0.04% | Add |
| Arrowstreet Capital history | 951.63K | $129.77M | 0.08% | Reduce |
| UBS Group AG history | 940.42K | $128.24M | 0.02% | Add |
| Citadel Advisors history | 818.98K | $111.68M | 0.02% | Add |
| Bank of America Corp history | 620.48K | $84.61M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 609.25K | $83.08M | 0.01% | Add |
| Norges Bank Investment Management history | 502.97K | $68.59M | 0.01% | Add |
| Northern Trust Corp history | 495.42K | $67.56M | 0.01% | Reduce |
| Coatue Management history | 369.21K | $50.35M | 0.13% | New |
| Millennium Management history | 323.51K | $44.12M | 0.02% | Add |
| JPMorgan Chase & Co history | 309.41K | $42.19M | 0.01% | Add |
| BNY Mellon history | 299.41K | $40.83M | 0.01% | Reduce |
| Manulife Financial history | 271.59K | $37.04M | 0.03% | Reduce |
| Balyasny Asset Management history | 249.14K | $33.98M | 0.04% | Add |
| Wells Fargo & Co history | 234.80K | $32.02M | 0.01% | Reduce |
| Goldman Sachs Group history | 234.03K | $31.91M | 0.00% | Reduce |
| AQR Capital Management history | 188.89K | $25.76M | 0.01% | Reduce |
| Legal & General Investment Management America history | 168.54K | $22.98M | 0.01% | Reduce |
| Amundi US history | 157.51K | $21.48M | 0.01% | Add |
| Two Sigma Investments history | 142.75K | $19.47M | 0.03% | Reduce |
| Deutsche Bank AG history | 138.13K | $18.84M | 0.01% | Add |
| Citigroup Inc history | 132.03K | $18.00M | 0.01% | Reduce |
| Capital World Investors history | 86.69K | $11.82M | 0.00% | Add |
| Principal Global Investors history | 70.91K | $9.67M | 0.01% | Reduce |
| Wellington Management Group history | 60.33K | $8.23M | 0.00% | Add |
| CPP Investments history | 53.99K | $7.36M | 0.01% | Reduce |
| Point72 Asset Management history | 49.60K | $6.76M | 0.01% | Add |
| Marshall Wace history | 34.93K | $4.76M | 0.00% | New |
| Prudential Financial history | 30.50K | $4.16M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 28.50K | $3.89M | 0.00% | Add |
| Janus Henderson Group history | 26.62K | $3.63M | 0.00% | Reduce |
| Franklin Resources history | 18.96K | $2.59M | 0.00% | Reduce |
| Renaissance Technologies history | 17.50K | $2.39M | 0.00% | Reduce |
| PSP Investments history | 14.91K | $2.03M | 0.01% | Reduce |
| PNC Financial Services history | 13.99K | $1.91M | 0.00% | Add |
| Lazard Asset Management history | 10.06K | $1.37M | 0.00% | Reduce |
| First Eagle Investment Management history | 4.50K | $613.66K | 0.00% | Reduce |
| T. Rowe Price Associates history | 83.36K | $11.37K | 0.00% | Reduce |
Q3 2025 — 41 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 6.63M | $1.11B | 0.02% | Reduce |
| BlackRock Inc history | 3.61M | $603.53M | 0.01% | Reduce |
| Invesco Ltd history | 1.62M | $270.78M | 0.04% | Reduce |
| Geode Capital Management history | 1.48M | $248.04M | 0.02% | Reduce |
| Arrowstreet Capital history | 1.10M | $184.87M | 0.12% | Add |
| Morgan Stanley history | 1.04M | $173.86M | 0.01% | Add |
| UBS Group AG history | 834.71K | $139.73M | 0.02% | Reduce |
| Bank of America Corp history | 823.07K | $137.78M | 0.01% | Add |
| Citadel Advisors history | 604.30K | $101.16M | 0.02% | Reduce |
| Charles Schwab Investment Management history | 598.25K | $100.15M | 0.02% | Add |
| Northern Trust Corp history | 530.34K | $88.78M | 0.01% | Reduce |
| MFS Investment Management history | 422.61K | $70.74M | 0.02% | New |
| BNY Mellon history | 332.34K | $55.63M | 0.01% | Reduce |
| Wells Fargo & Co history | 329.04K | $55.08M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 299.48K | $50.13M | 0.01% | Reduce |
| AQR Capital Management history | 284.36K | $47.60M | 0.03% | Add |
| Manulife Financial history | 279.22K | $46.74M | 0.04% | Reduce |
| D. E. Shaw & Co history | 265.81K | $44.50M | 0.03% | Add |
| Goldman Sachs Group history | 243.54K | $40.77M | 0.01% | Add |
| Two Sigma Investments history | 197.85K | $33.12M | 0.05% | Add |
| Legal & General Investment Management America history | 172.52K | $28.88M | 0.01% | Reduce |
| Citigroup Inc history | 137.59K | $23.03M | 0.01% | Reduce |
| Millennium Management history | 137.51K | $23.02M | 0.01% | Reduce |
| Deutsche Bank AG history | 123.48K | $20.67M | 0.01% | Reduce |
| Amundi US history | 117.95K | $19.36M | 0.01% | Add |
| Principal Global Investors history | 86.62K | $14.50M | 0.01% | Add |
| Renaissance Technologies history | 62.30K | $10.43M | 0.01% | New |
| CPP Investments history | 61.96K | $10.37M | 0.01% | Reduce |
| Capital World Investors history | 57.25K | $9.58M | 0.00% | Reduce |
| Franklin Resources history | 50.86K | $8.51M | 0.00% | Add |
| PSP Investments history | 43.34K | $7.26M | 0.03% | Add |
| Lazard Asset Management history | 35.12K | $5.88M | 0.01% | Reduce |
| Prudential Financial history | 34.02K | $5.69M | 0.01% | Add |
| Janus Henderson Group history | 29.31K | $4.91M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 28.29K | $4.74M | 0.00% | Hold |
| PNC Financial Services history | 13.60K | $2.28M | 0.00% | Hold |
| First Eagle Investment Management history | 5.24K | $876.34K | 0.00% | Reduce |
| Point72 Asset Management history | 3.60K | $602.64K | 0.00% | Reduce |
| Balyasny Asset Management history | 1.63K | $273.20K | 0.00% | New |
| Wellington Management Group history | 1.23K | $206.57K | 0.00% | New |
| T. Rowe Price Associates history | 84.07K | $14.07K | 0.00% | Hold |
Q2 2025 — 42 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 6.78M | $970.98M | 0.02% | Reduce |
| BlackRock Inc history | 3.74M | $535.54M | 0.01% | Reduce |
| Invesco Ltd history | 1.99M | $285.34M | 0.05% | Add |
| Geode Capital Management history | 1.50M | $214.58M | 0.01% | Hold |
| Citadel Advisors history | 1.15M | $165.36M | 0.03% | Add |
| UBS Group AG history | 1.12M | $160.11M | 0.03% | Add |
| Morgan Stanley history | 1.02M | $146.42M | 0.01% | Add |
| Arrowstreet Capital history | 914.90K | $131.02M | 0.09% | Add |
| Bank of America Corp history | 591.79K | $84.75M | 0.01% | Add |
| Charles Schwab Investment Management history | 586.29K | $83.96M | 0.01% | Add |
| Northern Trust Corp history | 552.14K | $79.07M | 0.01% | Reduce |
| Capital World Investors history | 405.09K | $58.01M | 0.01% | Reduce |
| Norges Bank Investment Management history | 371.05K | $53.14M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 361.19K | $51.73M | 0.01% | Add |
| Manulife Financial history | 352.61K | $50.50M | 0.05% | Add |
| Wells Fargo & Co history | 336.02K | $48.12M | 0.01% | Reduce |
| BNY Mellon history | 335.17K | $48.00M | 0.01% | Reduce |
| Millennium Management history | 283.67K | $40.62M | 0.02% | Add |
| Goldman Sachs Group history | 228.96K | $32.79M | 0.01% | Reduce |
| Coatue Management history | 216.44K | $31.00M | 0.09% | Add |
| Deutsche Bank AG history | 182.56K | $26.14M | 0.01% | Reduce |
| Legal & General Investment Management America history | 178.83K | $25.61M | 0.01% | Add |
| Citigroup Inc history | 160.62K | $23.00M | 0.01% | Add |
| AQR Capital Management history | 154.25K | $22.09M | 0.02% | Add |
| Amundi US history | 81.75K | $12.31M | 0.00% | Reduce |
| CPP Investments history | 68.43K | $9.80M | 0.01% | Reduce |
| Principal Global Investors history | 66.35K | $9.50M | 0.01% | Reduce |
| Temasek Holdings history | 65.79K | $9.42M | 0.04% | Reduce |
| Marshall Wace history | 58.14K | $8.33M | 0.01% | Reduce |
| Franklin Resources history | 44.13K | $6.32M | 0.00% | Reduce |
| PSP Investments history | 42.89K | $6.14M | 0.03% | Add |
| Prudential Financial history | 33.78K | $4.84M | 0.01% | Add |
| D. E. Shaw & Co history | 30.12K | $4.31M | 0.00% | Reduce |
| Janus Henderson Group history | 28.50K | $4.08M | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 28.15K | $4.03M | 0.00% | Reduce |
| Two Sigma Investments history | 14.88K | $2.13M | 0.00% | Reduce |
| PNC Financial Services history | 13.53K | $1.94M | 0.00% | Reduce |
| Point72 Asset Management history | 10.30K | $1.48M | 0.00% | Reduce |
| First Eagle Investment Management history | 7.68K | $1.10M | 0.00% | Add |
| Polen Capital Management history | 2.53K | $362.32K | 0.00% | Reduce |
| T. Rowe Price Associates history | 83.93K | $12.02K | 0.00% | Hold |
| Lazard Asset Management history | 67.44K | $9.66K | 0.01% | Reduce |
Q1 2025 — 42 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 6.93M | $878.05M | 0.02% | Add |
| BlackRock Inc history | 3.98M | $504.06M | 0.01% | Add |
| Geode Capital Management history | 1.50M | $190.32M | 0.01% | Add |
| Invesco Ltd history | 1.41M | $179.15M | 0.04% | Add |
| Arrowstreet Capital history | 881.12K | $111.59M | 0.09% | Reduce |
| UBS Group AG history | 838.18K | $106.16M | 0.02% | Reduce |
| Capital World Investors history | 755.49K | $95.68M | 0.02% | Reduce |
| Morgan Stanley history | 745.59K | $94.43M | 0.01% | Reduce |
| Citadel Advisors history | 703.66K | $89.12M | 0.02% | Add |
| Northern Trust Corp history | 588.77K | $74.57M | 0.01% | Add |
| Charles Schwab Investment Management history | 577.92K | $73.19M | 0.01% | Add |
| Wells Fargo & Co history | 514.30K | $65.14M | 0.01% | Reduce |
| Bank of America Corp history | 441.48K | $55.91M | 0.01% | Add |
| BNY Mellon history | 370.85K | $46.97M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 359.26K | $45.50M | 0.01% | Reduce |
| Goldman Sachs Group history | 326.84K | $41.39M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 300.33K | $38.04M | 0.00% | Reduce |
| Manulife Financial history | 293.05K | $37.11M | 0.04% | Reduce |
| Millennium Management history | 243.92K | $30.89M | 0.02% | Add |
| Two Sigma Investments history | 233.14K | $29.53M | 0.07% | Add |
| Deutsche Bank AG history | 198.22K | $25.10M | 0.01% | Add |
| Legal & General Investment Management America history | 151.39K | $19.17M | 0.01% | Add |
| Citigroup Inc history | 144.78K | $18.34M | 0.01% | Add |
| Coatue Management history | 119.63K | $15.15M | 0.07% | New |
| D. E. Shaw & Co history | 117.11K | $14.83M | 0.01% | Reduce |
| Temasek Holdings history | 113.25K | $14.34M | 0.06% | Add |
| Amundi US history | 105.04K | $12.15M | 0.01% | Add |
| Marshall Wace history | 75.81K | $9.60M | 0.01% | Add |
| CPP Investments history | 73.27K | $9.28M | 0.01% | Add |
| AQR Capital Management history | 72.85K | $9.08M | 0.01% | Add |
| Principal Global Investors history | 69.63K | $8.82M | 0.01% | Reduce |
| Franklin Resources history | 65.46K | $8.29M | 0.00% | Reduce |
| Polen Capital Management history | 33.41K | $4.23M | 0.01% | Reduce |
| Point72 Asset Management history | 32.60K | $4.13M | 0.01% | Add |
| Prudential Financial history | 32.46K | $4.11M | 0.01% | Add |
| Janus Henderson Group history | 28.59K | $3.63M | 0.00% | Reduce |
| PSP Investments history | 15.94K | $2.02M | 0.01% | Add |
| PNC Financial Services history | 15.46K | $1.96M | 0.00% | Add |
| Balyasny Asset Management history | 12.75K | $1.61M | 0.00% | Add |
| First Eagle Investment Management history | 5.03K | $637.30K | 0.00% | Add |
| T. Rowe Price Associates history | 83.67K | $10.60K | 0.00% | Add |
| Lazard Asset Management history | 83.61K | $10.59K | 0.02% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 238.22K sh · $68.39M
- Bridgewater Associates 5.82K sh · $1.71M
- Baillie Gifford & Co 3.07K sh · $898.34K
- Moore Capital Management 1.46K sh · $428.09K
- Fidelity International (FIL) 808 sh · $236.59K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 26.49K sh · $5.17M
- CDPQ (Caisse de Depot) sold 9.90K sh · $1.93M
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 | 4.00M | 3.80M | 3.79M | 3.61M | 3.74M | 3.98M | 3.96M | 3.94M | — | — | — | — | — | — | — | — | — | — | — | — |
| Invesco Ltd | 1.70M | 2.29M | 2.42M | 1.62M | 1.99M | 1.41M | 1.13M | 1.17M | 1.08M | 1.31M | 1.16M | 1.63M | 1.49M | 1.62M | 1.83M | 949.92K | 1.15M | 1.10M | 1.26M | 1.29M |
| Geode Capital Management | 1.55M | 1.52M | 1.49M | 1.48M | 1.50M | 1.50M | 1.44M | 1.43M | 1.43M | 1.41M | 1.37M | 1.38M | 1.35M | 1.31M | 1.28M | 1.26M | 1.22M | 1.20M | 1.18M | 1.15M |
| D. E. Shaw & Co | 971.39K | 1.40M | 1.55M | 265.81K | 30.12K | 117.11K | 241.46K | 233.79K | 152.60K | 538.89K | 381.53K | 260.90K | 213.67K | 567.80K | 640.59K | 299.12K | 156.38K | 268.29K | 235.07K | 126.48K |
| Arrowstreet Capital | 887.62K | 1.04M | 951.63K | 1.10M | 914.90K | 881.12K | 1.04M | 573.21K | 87.48K | — | — | — | — | — | — | — | 2.95K | — | 39.25K | 85.16K |
| Morgan Stanley | 842.62K | 787.92K | 982.46K | 1.04M | 1.02M | 745.59K | 882.84K | 759.82K | 837.12K | 1.06M | 891.35K | 1.22M | 1.28M | 1.00M | 1.18M | 893.25K | 780.77K | 462.52K | 460.31K | 496.30K |
| Norges Bank Investment Management | 748.38K | — | 502.97K | — | 371.05K | — | 586.34K | — | 491.41K | — | 520.37K | — | — | — | 587.33K | — | — | — | — | — |
| Charles Schwab Investment Management | 654.99K | 624.28K | 609.25K | 598.25K | 586.29K | 577.92K | 557.99K | 555.97K | 556.53K | 548.85K | 665.63K | 650.14K | 455.87K | 438.38K | 406.64K | 371.50K | 359.48K | 345.38K | 340.64K | 336.35K |
| Bank of America Corp | 600.87K | 742.58K | 620.48K | 823.07K | 591.79K | 441.48K | 378.52K | 433.74K | 317.07K | 315.88K | 268.66K | 496.47K | 399.13K | 499.85K | 769.86K | 1.35M | 1.50M | 1.44M | 1.29M | 1.22M |
| Citadel Advisors | 560.58K | 552.88K | 818.98K | 604.30K | 1.15M | 703.66K | 678.50K | 754.10K | 748.50K | 1.03M | 1.44M | 1.63M | 1.99M | 2.75M | 2.70M | 1.68M | 1.34M | 618.40K | 857.69K | 745.74K |
| UBS Group AG | 540.77K | 514.63K | 940.42K | 834.71K | 1.12M | 838.18K | 1.65M | 521.02K | 486.71K | 505.37K | 442.78K | 480.72K | 623.75K | 631.31K | 660.21K | 281.31K | 264.10K | 216.08K | 232.81K | 257.79K |
| Northern Trust Corp | 506.47K | 526.69K | 495.42K | 530.34K | 552.14K | 588.77K | 561.79K | 516.32K | 560.93K | 578.24K | 591.38K | 673.38K | 617.57K | 665.76K | 662.77K | 614.31K | 625.62K | 646.64K | 655.95K | 671.65K |
| Amundi US | 454.52K | 433.02K | 157.51K | 117.95K | 81.75K | 105.04K | 97.11K | 266.87K | 259.18K | 454.97K | 355.54K | 418.31K | 491.24K | 500.54K | 644.59K | 531.23K | 318.05K | 382.46K | 285.89K | 315.55K |
| Coatue Management | 390.51K | 390.51K | 369.21K | — | 216.44K | 119.63K | — | 559.91K | 559.91K | 477.11K | 235.91K | 560.82K | 560.82K | 560.82K | 376.61K | 157.00K | — | — | — | — |
| BNY Mellon | 310.34K | 295.46K | 299.41K | 332.34K | 335.17K | 370.85K | 379.86K | 375.51K | 389.23K | 376.42K | 368.84K | 422.58K | 441.46K | 422.52K | 431.39K | 460.43K | 465.17K | 440.07K | 451.27K | 464.61K |
| Wells Fargo & Co | 262.17K | 256.44K | 234.80K | 329.04K | 336.02K | 514.30K | 636.28K | 666.79K | 657.31K | 621.35K | 450.40K | 466.75K | 342.15K | 317.90K | 324.60K | 209.23K | 168.25K | 236.31K | 205.30K | 1.05M |
| Goldman Sachs Group | 254.43K | 250.11K | 234.03K | 243.54K | 228.96K | 326.84K | 371.86K | 359.23K | 264.95K | 264.24K | 331.38K | 400.54K | 360.45K | 214.37K | 234.33K | 117.63K | 143.50K | 122.25K | 93.02K | 150.83K |
| AQR Capital Management | 255.89K | 182.46K | 188.89K | 284.36K | 154.25K | 72.85K | 48.14K | 51.10K | 103.47K | 214.60K | 79.11K | 15.00K | 54.56K | 224.14K | 310.08K | — | 2.01K | 11.69K | 78.39K | 265.98K |
| JPMorgan Chase & Co | 238.22K | — | 309.41K | 299.48K | 361.19K | 359.26K | 374.33K | 405.59K | 336.03K | 555.94K | 598.24K | 721.25K | 752.20K | 678.60K | 408.56K | 422.67K | 1.28M | 1.38M | 1.55M | 1.77M |
| Manulife Financial | 232.92K | 230.89K | 271.59K | 279.22K | 352.61K | 293.05K | 712.96K | 559.82K | 260.61K | 317.39K | 51.77K | 52.41K | 45.81K | 45.63K | 46.32K | 46.39K | 47.50K | 45.21K | 51.35K | 61.93K |
▲ 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