HEI — HEICO CORP NEW
Reported value held$6.94B
Funds holding (latest)52
SectorIndustrials
Funds holding (Q2 2026)40
Institutional value$5.55B · 18.78M sh
New / Add / Cut / Exit2 / 18 / 19 / 5
Top-5 / Top-10 concentration61.6% / 81.1%
Institutional holdings change
Accumulating +14.8%
(+2.42M sh)
Institutional value change
Up +26.4%
As of Q2 2026, 40 SEC-registered investment managers reported holding HEI (HEICO CORP NEW) in their latest 13F filings, with a combined reported value of $5.55B across 18.78M shares. That is +14.8% by share count (+2.42M shares) versus the previous quarter, while reported value moved +26.4%. Ownership is concentrated: the five largest holders account for 61.6% of reported value and the top ten for 81.1%.
Compared with the prior quarter, 2 opened new positions, 18 added to existing stakes, 19 trimmed, 5 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
HEI 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 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.93M | $1.40B | 0.02% | Reduce |
| Capital World Investors history | 1.67M | $594.54M | 0.07% | Reduce |
| Fidelity Management & Research (FMR) history | 1.45M | $515.73M | 0.03% | Reduce |
| UBS Group AG history | 1.37M | $487.98M | 0.07% | Add |
| Morgan Stanley history | 1.19M | $422.42M | 0.02% | Add |
| Geode Capital Management history | 777.71K | $276.22M | 0.01% | Reduce |
| Two Sigma Investments history | 602.03K | $214.44M | 0.17% | Reduce |
| Charles Schwab Investment Management history | 601.49K | $214.25M | 0.03% | Add |
| Balyasny Asset Management history | 565.12K | $201.29M | 0.26% | Add |
| Invesco Ltd history | 484.70K | $172.65M | 0.01% | Reduce |
| Bank of America Corp history | 415.12K | $147.86M | 0.01% | Add |
| Goldman Sachs Group history | 358.66K | $127.75M | 0.01% | Add |
| Northern Trust Corp history | 265.06K | $94.41M | 0.01% | Reduce |
| Baron Funds history | 218.98K | $78.00M | 0.19% | Add |
| Citadel Advisors history | 212.91K | $75.83M | 0.01% | Add |
| Arrowstreet Capital history | 208.47K | $74.25M | 0.03% | Reduce |
| Capital Research Global Investors history | 199.83K | $71.01M | 0.01% | Hold |
| BNY Mellon history | 152.69K | $54.39M | 0.01% | Reduce |
| Legal & General Investment Management America history | 129.21K | $46.02M | 0.01% | Reduce |
| Citigroup Inc history | 118.23K | $42.11M | 0.01% | Add |
| Amundi US history | 104.66K | $37.28M | 0.01% | Reduce |
| Deutsche Bank AG history | 91.60K | $32.63M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 91.37K | $32.02M | 0.00% | New |
| Millennium Management history | 63.41K | $22.59M | 0.01% | Reduce |
| Wells Fargo & Co history | 57.72K | $20.56M | 0.00% | Reduce |
| ARK Invest history | 50.05K | $17.83M | 0.12% | Add |
| Renaissance Technologies history | 45.12K | $16.07M | 0.02% | Reduce |
| AQR Capital Management history | 40.76K | $14.48M | 0.01% | Add |
| Manulife Financial history | 30.39K | $10.82M | 0.01% | Add |
| Norges Bank Investment Management history | 27.15K | $9.67M | 0.00% | Reduce |
| Franklin Resources history | 24.07K | $8.57M | 0.00% | Add |
| Wellington Management Group history | 10.63K | $3.79M | 0.00% | Add |
| CPP Investments history | 9.52K | $3.39M | 0.00% | Reduce |
| National Pension Service of Korea history | 7.99K | $2.85M | 0.00% | Add |
| PNC Financial Services history | 7.89K | $2.81M | 0.00% | Add |
| T. Rowe Price Associates history | 3.20M | $1.14M | 0.12% | Add |
| Fidelity International (FIL) history | 2.63K | $937.49K | 0.00% | Add |
| Prudential Financial history | 956 | $340.52K | 0.00% | Reduce |
| Lazard Asset Management history | 896 | $319.22K | 0.00% | Reduce |
| CDPQ (Caisse de Depot) history | 811 | $288.87K | 0.00% | New |
Q1 2026 — 42 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.11M | $1.13B | 0.02% | Add |
| Capital World Investors history | 2.36M | $648.46M | 0.09% | Reduce |
| Fidelity Management & Research (FMR) history | 1.52M | $418.05M | 0.02% | Add |
| Morgan Stanley history | 1.02M | $280.78M | 0.02% | Reduce |
| UBS Group AG history | 899.23K | $246.57M | 0.04% | Add |
| Two Sigma Investments history | 801.13K | $219.67M | 0.19% | Add |
| Geode Capital Management history | 790.35K | $216.07M | 0.01% | Add |
| Charles Schwab Investment Management history | 561.14K | $153.87M | 0.02% | Add |
| Invesco Ltd history | 506.54K | $138.89M | 0.02% | Reduce |
| Bank of America Corp history | 369.48K | $101.31M | 0.01% | Add |
| Arrowstreet Capital history | 311.02K | $85.28M | 0.05% | Add |
| Balyasny Asset Management history | 294.50K | $80.75M | 0.11% | Reduce |
| Northern Trust Corp history | 270.99K | $74.30M | 0.01% | Add |
| Goldman Sachs Group history | 269.76K | $73.97M | 0.01% | Add |
| Marshall Wace history | 239.05K | $65.55M | 0.07% | Add |
| Capital Research Global Investors history | 200.58K | $54.74M | 0.01% | New |
| Renaissance Technologies history | 173.48K | $47.57M | 0.07% | Add |
| Baron Funds history | 167.98K | $46.06M | 0.14% | Reduce |
| BNY Mellon history | 156.63K | $42.95M | 0.01% | Reduce |
| Millennium Management history | 146.73K | $40.23M | 0.02% | Add |
| Legal & General Investment Management America history | 144.04K | $39.50M | 0.01% | Reduce |
| Amundi US history | 120.88K | $33.15M | 0.01% | Add |
| Citadel Advisors history | 95.47K | $26.18M | 0.00% | Add |
| Deutsche Bank AG history | 93.68K | $25.69M | 0.01% | Add |
| Citigroup Inc history | 93.67K | $25.68M | 0.01% | Reduce |
| Wells Fargo & Co history | 63.16K | $17.32M | 0.00% | Reduce |
| D. E. Shaw & Co history | 56.79K | $15.57M | 0.01% | Reduce |
| ARK Invest history | 43.74K | $11.99M | 0.09% | Add |
| AQR Capital Management history | 29.60K | $7.94M | 0.00% | Add |
| Franklin Resources history | 23.69K | $6.50M | 0.00% | Reduce |
| Bridgewater Associates history | 17.52K | $4.81M | 0.02% | Reduce |
| CPP Investments history | 15.89K | $4.36M | 0.00% | Reduce |
| PNC Financial Services history | 7.44K | $2.04M | 0.00% | Add |
| National Pension Service of Korea history | 6.53K | $1.79M | 0.00% | Add |
| Manulife Financial history | 4.98K | $1.37M | 0.00% | Add |
| Janus Henderson Group history | 3.91K | $1.07M | 0.00% | Reduce |
| Wellington Management Group history | 2.42K | $662.74K | 0.00% | New |
| Principal Global Investors history | 1.90K | $521.80K | 0.00% | Add |
| Lazard Asset Management history | 1.09K | $298.17K | 0.00% | Reduce |
| Prudential Financial history | 975 | $267.35K | 0.00% | Reduce |
| T. Rowe Price Associates history | 346.01K | $94.88K | 0.01% | Add |
| Fidelity International (FIL) history | 340 | $93.23K | 0.00% | New |
Q4 2025 — 43 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Capital World Investors history | 4.71M | $1.52B | 0.21% | Reduce |
| Vanguard Group history | 3.95M | $1.28B | 0.02% | Reduce |
| BlackRock Inc history | 3.93M | $1.27B | 0.02% | Add |
| Morgan Stanley history | 1.06M | $342.49M | 0.02% | Add |
| UBS Group AG history | 894.70K | $289.52M | 0.05% | Add |
| Invesco Ltd history | 800.86K | $259.15M | 0.04% | Reduce |
| Geode Capital Management history | 765.41K | $246.95M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 541.62K | $175.26M | 0.03% | Add |
| Two Sigma Investments history | 531.57K | $172.01M | 0.26% | Reduce |
| Balyasny Asset Management history | 357.60K | $115.71M | 0.15% | Add |
| Bank of America Corp history | 357.07K | $115.55M | 0.01% | Add |
| Northern Trust Corp history | 268.99K | $87.04M | 0.01% | Hold |
| Goldman Sachs Group history | 267.67K | $86.62M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 242.78K | $78.56M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 240.56K | $77.84M | 0.00% | Add |
| Arrowstreet Capital history | 234.08K | $75.75M | 0.04% | Add |
| Marshall Wace history | 229.41K | $74.23M | 0.07% | Add |
| D. E. Shaw & Co history | 205.13K | $66.38M | 0.04% | Add |
| Baron Funds history | 177.63K | $57.48M | 0.16% | Hold |
| BNY Mellon history | 170.67K | $55.23M | 0.01% | Add |
| Legal & General Investment Management America history | 149.83K | $48.48M | 0.01% | Reduce |
| Renaissance Technologies history | 108.72K | $35.18M | 0.06% | Add |
| Citigroup Inc history | 96.57K | $31.25M | 0.01% | Add |
| Deutsche Bank AG history | 83.97K | $27.17M | 0.01% | Reduce |
| Wells Fargo & Co history | 64.75K | $20.95M | 0.00% | Add |
| Amundi US history | 56.72K | $18.35M | 0.01% | Add |
| CPP Investments history | 45.90K | $14.85M | 0.01% | Add |
| Millennium Management history | 45.52K | $14.73M | 0.01% | Reduce |
| Citadel Advisors history | 42.96K | $13.90M | 0.00% | Reduce |
| Norges Bank Investment Management history | 30.54K | $9.88M | 0.00% | Add |
| Franklin Resources history | 23.83K | $7.71M | 0.00% | Add |
| Bridgewater Associates history | 20.40K | $6.60M | 0.02% | Add |
| ARK Invest history | 18.77K | $6.08M | 0.04% | Add |
| AQR Capital Management history | 13.89K | $4.50M | 0.00% | Reduce |
| PNC Financial Services history | 7.26K | $2.35M | 0.00% | Add |
| Manulife Financial history | 4.86K | $1.57M | 0.00% | Add |
| Janus Henderson Group history | 4.34K | $1.40M | 0.00% | Add |
| Point72 Asset Management history | 4.10K | $1.33M | 0.00% | New |
| National Pension Service of Korea history | 2.10K | $678.25K | 0.00% | Add |
| Lazard Asset Management history | 1.19K | $385.99K | 0.00% | Reduce |
| Prudential Financial history | 1.17K | $385.05K | 0.00% | Reduce |
| Principal Global Investors history | 876 | $283.46K | 0.00% | Reduce |
| T. Rowe Price Associates history | 337.06K | $109.07K | 0.01% | Add |
Q3 2025 — 41 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Capital World Investors history | 4.96M | $1.60B | 0.22% | Hold |
| Vanguard Group history | 4.03M | $1.30B | 0.02% | Add |
| BlackRock Inc history | 3.81M | $1.23B | 0.02% | Reduce |
| Morgan Stanley history | 1.01M | $327.12M | 0.02% | Add |
| Invesco Ltd history | 862.50K | $278.43M | 0.04% | Reduce |
| Geode Capital Management history | 774.19K | $249.14M | 0.02% | Add |
| UBS Group AG history | 560.20K | $180.85M | 0.03% | Reduce |
| Two Sigma Investments history | 558.66K | $180.35M | 0.29% | Add |
| Charles Schwab Investment Management history | 537.98K | $173.67M | 0.03% | Add |
| JPMorgan Chase & Co history | 349.46K | $112.81M | 0.01% | Add |
| Bank of America Corp history | 347.25K | $112.10M | 0.01% | Reduce |
| Goldman Sachs Group history | 277.17K | $89.48M | 0.01% | Add |
| Northern Trust Corp history | 268.01K | $86.52M | 0.01% | Add |
| Marshall Wace history | 204.59K | $66.05M | 0.07% | Reduce |
| Baron Funds history | 177.63K | $57.34M | 0.15% | Add |
| BNY Mellon history | 163.20K | $52.68M | 0.01% | Reduce |
| Legal & General Investment Management America history | 156.76K | $50.61M | 0.01% | Add |
| Citadel Advisors history | 140.94K | $45.50M | 0.01% | Add |
| Arrowstreet Capital history | 132.14K | $42.66M | 0.03% | Reduce |
| Citigroup Inc history | 93.65K | $30.23M | 0.01% | Reduce |
| Deutsche Bank AG history | 87.38K | $28.21M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 86.13K | $27.80M | 0.00% | Reduce |
| Millennium Management history | 64.79K | $20.92M | 0.01% | Reduce |
| Wells Fargo & Co history | 62.90K | $20.30M | 0.00% | Add |
| Balyasny Asset Management history | 60.47K | $19.52M | 0.03% | Add |
| Amundi US history | 48.81K | $15.72M | 0.01% | Reduce |
| D. E. Shaw & Co history | 48.53K | $15.67M | 0.01% | Add |
| CPP Investments history | 33.30K | $10.75M | 0.01% | Add |
| Renaissance Technologies history | 29.76K | $9.61M | 0.01% | New |
| Franklin Resources history | 18.25K | $5.89M | 0.00% | Add |
| ARK Invest history | 16.34K | $5.28M | 0.03% | Add |
| AQR Capital Management history | 14.33K | $4.58M | 0.00% | Add |
| Bridgewater Associates history | 10.78K | $3.48M | 0.01% | New |
| PNC Financial Services history | 6.65K | $2.15M | 0.00% | Add |
| Manulife Financial history | 4.59K | $1.48M | 0.00% | Add |
| Janus Henderson Group history | 3.37K | $1.09M | 0.00% | Add |
| Prudential Financial history | 2.48K | $801.88K | 0.00% | Reduce |
| National Pension Service of Korea history | 1.39K | $449.37K | 0.00% | Add |
| Lazard Asset Management history | 1.30K | $420.31K | 0.00% | Reduce |
| Principal Global Investors history | 1.26K | $405.79K | 0.00% | Reduce |
| T. Rowe Price Associates history | 307.93K | $99.41K | 0.01% | Add |
Q2 2025 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Capital World Investors history | 4.96M | $1.63B | 0.24% | Add |
| Vanguard Group history | 3.93M | $1.29B | 0.02% | Add |
| BlackRock Inc history | 3.93M | $1.29B | 0.03% | Reduce |
| Invesco Ltd history | 892.30K | $292.67M | 0.05% | Add |
| Morgan Stanley history | 876.15K | $287.38M | 0.02% | Add |
| UBS Group AG history | 733.55K | $240.60M | 0.04% | Add |
| Geode Capital Management history | 734.21K | $240.03M | 0.02% | Hold |
| Two Sigma Investments history | 555.50K | $182.20M | 0.34% | Add |
| Charles Schwab Investment Management history | 510.18K | $167.34M | 0.03% | Reduce |
| Marshall Wace history | 447.37K | $146.74M | 0.17% | Add |
| Bank of America Corp history | 386.14K | $126.66M | 0.01% | Add |
| JPMorgan Chase & Co history | 338.84K | $111.14M | 0.01% | Add |
| Northern Trust Corp history | 251.67K | $82.55M | 0.01% | Reduce |
| Goldman Sachs Group history | 251.21K | $82.40M | 0.01% | Add |
| BNY Mellon history | 165.99K | $54.44M | 0.01% | Reduce |
| Baron Funds history | 162.43K | $53.28M | 0.14% | Hold |
| Legal & General Investment Management America history | 151.02K | $49.54M | 0.01% | Hold |
| Arrowstreet Capital history | 149.80K | $49.14M | 0.04% | Add |
| Citigroup Inc history | 98.91K | $32.44M | 0.02% | Add |
| Citadel Advisors history | 95.31K | $31.26M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 91.05K | $29.86M | 0.00% | Add |
| Deutsche Bank AG history | 88.29K | $28.96M | 0.01% | Add |
| Millennium Management history | 77.59K | $25.45M | 0.01% | Add |
| Prudential Financial history | 74.10K | $24.31M | 0.03% | Add |
| Wells Fargo & Co history | 61.88K | $20.30M | 0.00% | Reduce |
| Amundi US history | 51.11K | $16.30M | 0.01% | Reduce |
| D. E. Shaw & Co history | 30.94K | $10.15M | 0.01% | Add |
| CPP Investments history | 22.73K | $7.46M | 0.01% | Add |
| Franklin Resources history | 17.67K | $5.80M | 0.00% | Add |
| ARK Invest history | 14.73K | $4.83M | 0.04% | Reduce |
| AQR Capital Management history | 9.62K | $3.14M | 0.00% | Add |
| PNC Financial Services history | 6.52K | $2.14M | 0.00% | Reduce |
| Manulife Financial history | 3.67K | $1.20M | 0.00% | Reduce |
| Norges Bank Investment Management history | 3.55K | $1.16M | 0.00% | Reduce |
| Janus Henderson Group history | 2.91K | $955.01K | 0.00% | Reduce |
| Balyasny Asset Management history | 2.41K | $790.81K | 0.00% | Reduce |
| Principal Global Investors history | 2.19K | $717.34K | 0.00% | Reduce |
| National Pension Service of Korea history | 718 | $235.50K | 0.00% | Add |
| T. Rowe Price Associates history | 289.78K | $95.05K | 0.01% | Add |
| Lazard Asset Management history | 1.32K | $432 | 0.00% | Reduce |
Q1 2025 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Capital World Investors history | 4.92M | $1.31B | 0.21% | Hold |
| BlackRock Inc history | 4.17M | $1.11B | 0.02% | Reduce |
| Vanguard Group history | 3.84M | $1.03B | 0.02% | Add |
| Morgan Stanley history | 828.05K | $221.25M | 0.02% | Reduce |
| Geode Capital Management history | 732.32K | $195.17M | 0.01% | Add |
| Invesco Ltd history | 634.12K | $169.43M | 0.03% | Add |
| Charles Schwab Investment Management history | 515.34K | $137.69M | 0.03% | Add |
| UBS Group AG history | 442.43K | $118.21M | 0.02% | Reduce |
| Two Sigma Investments history | 406.03K | $108.49M | 0.24% | Add |
| Marshall Wace history | 396.32K | $105.89M | 0.14% | Add |
| Bank of America Corp history | 382.28K | $102.14M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 302.31K | $80.77M | 0.01% | Add |
| Northern Trust Corp history | 277.20K | $74.07M | 0.01% | Reduce |
| Goldman Sachs Group history | 235.62K | $62.96M | 0.01% | Add |
| Citadel Advisors history | 227.08K | $60.67M | 0.01% | Reduce |
| BNY Mellon history | 206.71K | $55.23M | 0.01% | Reduce |
| Amundi US history | 193.76K | $50.22M | 0.02% | Add |
| Baron Funds history | 162.43K | $43.40M | 0.13% | Hold |
| Legal & General Investment Management America history | 151.11K | $40.38M | 0.01% | Reduce |
| Arrowstreet Capital history | 142.87K | $38.17M | 0.03% | Add |
| Citigroup Inc history | 96.46K | $25.77M | 0.01% | Reduce |
| Millennium Management history | 69.63K | $18.60M | 0.01% | Add |
| Wells Fargo & Co history | 64.01K | $17.10M | 0.00% | Reduce |
| Deutsche Bank AG history | 57.94K | $15.48M | 0.01% | Add |
| Balyasny Asset Management history | 40.58K | $10.84M | 0.02% | Reduce |
| CPP Investments history | 18.02K | $4.82M | 0.01% | Add |
| ARK Invest history | 15.09K | $4.03M | 0.04% | Reduce |
| Fidelity Management & Research (FMR) history | 14.54K | $3.89M | 0.00% | Reduce |
| Prudential Financial history | 9.62K | $2.57M | 0.00% | Add |
| PNC Financial Services history | 7.89K | $2.11M | 0.00% | Reduce |
| AQR Capital Management history | 5.79K | $1.51M | 0.00% | Add |
| Franklin Resources history | 5.12K | $1.37M | 0.00% | Reduce |
| D. E. Shaw & Co history | 5.04K | $1.35M | 0.00% | Add |
| Manulife Financial history | 4.79K | $1.28M | 0.00% | Reduce |
| Janus Henderson Group history | 3.25K | $864.80K | 0.00% | Reduce |
| Principal Global Investors history | 3.00K | $802.10K | 0.00% | Reduce |
| Lazard Asset Management history | 1.04M | $277.22K | 0.46% | Reduce |
| T. Rowe Price Associates history | 258.83K | $69.16K | 0.01% | Hold |
| National Pension Service of Korea history | 163 | $43.55K | 0.00% | Add |
| Saudi Arabian Monetary Authority history | 17 | $4.54K | 0.02% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 91.37K sh · $32.02M
- CDPQ (Caisse de Depot) 811 sh · $288.87K
Fully Exited (vs previous quarter)
- Marshall Wace sold 239.05K sh · $65.55M
- D. E. Shaw & Co sold 56.79K sh · $15.57M
- Bridgewater Associates sold 17.52K sh · $4.81M
- Janus Henderson Group sold 3.91K sh · $1.07M
- Principal Global Investors sold 1.90K sh · $521.80K
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 | 3.93M | 4.11M | 3.93M | 3.81M | 3.93M | 4.17M | 4.40M | 4.56M | — | — | — | — | — | — | — | — | — | — | — | — |
| Capital World Investors | 1.67M | 2.36M | 4.71M | 4.96M | 4.96M | 4.92M | 4.90M | 3.93M | 3.74M | 3.23M | 3.28M | 2.97M | 2.99M | 3.01M | 3.42M | 3.47M | 3.47M | 3.47M | 3.48M | 3.02M |
| Fidelity Management & Research (FMR) | 1.45M | 1.52M | 240.56K | 86.13K | 91.05K | 14.54K | 68.68K | 68.50K | 12.46K | 14.15K | 19.91K | 19.83K | 147.31K | 152.96K | 152.68K | 146.70K | 149.92K | 46.85K | 12.35K | 18.21K |
| UBS Group AG | 1.37M | 899.23K | 894.70K | 560.20K | 733.55K | 442.43K | 846.62K | 219.92K | 214.34K | 112.41K | 100.27K | 109.67K | 90.42K | 90.31K | 91.39K | 91.55K | 82.03K | 81.44K | 99.66K | 117.84K |
| Morgan Stanley | 1.19M | 1.02M | 1.06M | 1.01M | 876.15K | 828.05K | 849.67K | 803.11K | 799.68K | 863.35K | 660.82K | 642.49K | 650.75K | 550.03K | 384.93K | 367.26K | 340.64K | 220.36K | 381.82K | 271.49K |
| Geode Capital Management | 777.71K | 790.35K | 765.41K | 774.19K | 734.21K | 732.32K | 688.60K | 685.66K | 687.97K | 680.79K | 667.30K | 619.21K | 606.65K | 584.96K | 545.20K | 530.03K | 551.33K | 567.56K | 549.11K | 523.72K |
| Two Sigma Investments | 602.03K | 801.13K | 531.57K | 558.66K | 555.50K | 406.03K | 251.26K | 276.17K | 318.04K | 329.77K | 197.68K | 48.88K | 42.11K | 93.31K | 237.00K | 164.52K | 25.10K | 10.97K | 170.33K | — |
| Charles Schwab Investment Management | 601.49K | 561.14K | 541.62K | 537.98K | 510.18K | 515.34K | 490.27K | 471.71K | 411.17K | 404.25K | 397.42K | 387.03K | 154.18K | 156.18K | 155.37K | 152.57K | 155.48K | 148.45K | 142.96K | 137.87K |
| Balyasny Asset Management | 565.12K | 294.50K | 357.60K | 60.47K | 2.41K | 40.58K | 143.58K | 79.16K | 171.38K | 188.26K | 7.88K | 192.98K | 450.15K | 348.36K | 71.07K | 155.03K | — | — | — | — |
| Invesco Ltd | 484.70K | 506.54K | 800.86K | 862.50K | 892.30K | 634.12K | 450.49K | 404.66K | 382.71K | 366.25K | 359.87K | 329.94K | 307.80K | 304.35K | 261.56K | 222.05K | 229.95K | 217.30K | 142.56K | 147.98K |
| Bank of America Corp | 415.12K | 369.48K | 357.07K | 347.25K | 386.14K | 382.28K | 387.02K | 380.81K | 322.48K | 335.33K | 348.54K | 454.15K | 438.29K | 502.68K | 543.21K | 513.38K | 493.52K | 509.01K | 552.64K | 353.39K |
| Goldman Sachs Group | 358.66K | 269.76K | 267.67K | 277.17K | 251.21K | 235.62K | 208.30K | 239.23K | 263.18K | 370.65K | 376.11K | 345.74K | 344.18K | 366.58K | 428.54K | 388.89K | 238.77K | 315.00K | 234.42K | 204.69K |
| Northern Trust Corp | 265.06K | 270.99K | 268.99K | 268.01K | 251.67K | 277.20K | 280.48K | 267.37K | 287.36K | 291.68K | 306.11K | 320.56K | 309.78K | 328.14K | 334.56K | 321.69K | 330.93K | 332.25K | 343.37K | 352.40K |
| Baron Funds | 218.98K | 167.98K | 177.63K | 177.63K | 162.43K | 162.43K | 162.43K | 162.43K | 162.43K | 162.43K | 162.43K | 125.99K | 125.99K | 125.99K | 125.99K | 125.99K | 125.99K | 162.24K | 162.24K | 125.99K |
| Citadel Advisors | 212.91K | 95.47K | 42.96K | 140.94K | 95.31K | 227.08K | 381.56K | 138.70K | 339.47K | 159.56K | 561.27K | 184.69K | 634.47K | 516.35K | 928.36K | 407.13K | 378.33K | 152.70K | 168.51K | 66.34K |
| Arrowstreet Capital | 208.47K | 311.02K | 234.08K | 132.14K | 149.80K | 142.87K | 75.53K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Capital Research Global Investors | 199.83K | 200.58K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| BNY Mellon | 152.69K | 156.63K | 170.67K | 163.20K | 165.99K | 206.71K | 250.21K | 236.02K | 231.09K | 207.84K | 204.07K | 210.22K | 216.52K | 227.55K | 235.50K | 227.35K | 188.61K | 223.27K | 178.32K | 182.08K |
| Legal & General Investment Management America | 129.21K | 144.04K | 149.83K | 156.76K | 151.02K | 151.11K | 152.75K | 223.35K | 220.62K | 231.22K | 235.71K | 210.22K | 219.52K | 226.23K | 228.53K | 224.51K | 246.14K | 234.14K | 236.81K | 243.20K |
| Citigroup Inc | 118.23K | 93.67K | 96.57K | 93.65K | 98.91K | 96.46K | 100.96K | 86.11K | 91.33K | 104.85K | 86.74K | 85.64K | 77.63K | 73.09K | 64.41K | 53.52K | 58.14K | 72.08K | 77.67K | 91.43K |
▲ 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