HLNE — HAMILTON LANE INC
Reported value held$2.03B
Funds holding (latest)47
SectorFinancials
Funds holding (Q2 2026)35
Institutional value$1.28B · 16.33M sh
New / Add / Cut / Exit2 / 22 / 10 / 7
Top-5 / Top-10 concentration48.1% / 66.1%
Institutional holdings change
Accumulating +5.8%
(+901.60K sh)
Institutional value change
Down -16.2%
As of Q2 2026, 35 SEC-registered investment managers reported holding HLNE (HAMILTON LANE INC) in their latest 13F filings, with a combined reported value of $1.28B across 16.33M shares. That is +5.8% by share count (+901.60K shares) versus the previous quarter, while reported value moved -16.2%. Ownership is concentrated: the five largest holders account for 48.1% of reported value and the top ten for 66.1%.
Compared with the prior quarter, 2 opened new positions, 22 added to existing stakes, 10 trimmed, 7 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
HLNE 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 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.28M | $337.50M | 0.01% | Add |
| Geode Capital Management history | 1.05M | $82.66M | 0.00% | Hold |
| Principal Global Investors history | 1.03M | $81.36M | 0.04% | Reduce |
| Morgan Stanley history | 857.07K | $67.56M | 0.00% | Add |
| Millennium Management history | 605.73K | $47.75M | 0.02% | Reduce |
| Arrowstreet Capital history | 597.91K | $47.13M | 0.02% | Add |
| Marshall Wace history | 590.88K | $46.58M | 0.04% | New |
| Bank of America Corp history | 586.53K | $46.24M | 0.00% | Add |
| Invesco Ltd history | 580.34K | $45.75M | 0.00% | Add |
| Wells Fargo & Co history | 572.99K | $45.17M | 0.01% | Reduce |
| AQR Capital Management history | 511.47K | $39.13M | 0.01% | Add |
| UBS Group AG history | 494.61K | $38.99M | 0.02% | Reduce |
| Norges Bank Investment Management history | 491.15K | $38.72M | 0.00% | Reduce |
| Northern Trust Corp history | 434.24K | $34.23M | 0.00% | Add |
| Manulife Financial history | 402.82K | $31.75M | 0.03% | Add |
| Renaissance Technologies history | 401.43K | $31.64M | 0.04% | Add |
| Goldman Sachs Group history | 362.61K | $28.58M | 0.01% | Add |
| Point72 Asset Management history | 357.54K | $28.18M | 0.11% | Add |
| Charles Schwab Investment Management history | 325.10K | $25.63M | 0.00% | Add |
| BNY Mellon history | 284.50K | $22.43M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 248.80K | $18.78M | 0.00% | New |
| Franklin Resources history | 193.12K | $15.22M | 0.00% | Add |
| Citigroup Inc history | 190.20K | $14.99M | 0.01% | Add |
| CDPQ (Caisse de Depot) history | 190.10K | $14.99M | 0.02% | Add |
| Two Sigma Investments history | 186.80K | $14.73M | 0.01% | Add |
| Amundi US history | 178.65K | $14.08M | 0.00% | Add |
| Deutsche Bank AG history | 152.49K | $12.02M | 0.00% | Add |
| Legal & General Investment Management America history | 77.68K | $6.12M | 0.00% | Add |
| CPP Investments history | 25.60K | $2.02M | 0.00% | Reduce |
| Citadel Advisors history | 9.20K | $725.24K | 0.00% | Reduce |
| MFS Investment Management history | 8.41K | $662.72K | 0.00% | Reduce |
| Baron Funds history | 5.88K | $463.84K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 5.34K | $420.72K | 0.00% | Add |
| PNC Financial Services history | 1.65K | $129.95K | 0.00% | Reduce |
| T. Rowe Price Associates history | 41.74K | $3.29K | 0.00% | Add |
Q1 2026 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.08M | $405.15M | 0.01% | Hold |
| Millennium Management history | 1.22M | $121.60M | 0.05% | Add |
| Principal Global Investors history | 1.10M | $109.72M | 0.06% | Add |
| Geode Capital Management history | 1.05M | $104.39M | 0.01% | Reduce |
| Janus Henderson Group history | 905.66K | $90.05M | 0.04% | Add |
| Morgan Stanley history | 725.27K | $72.09M | 0.00% | Add |
| Balyasny Asset Management history | 654.58K | $65.07M | 0.09% | Reduce |
| Wells Fargo & Co history | 646.10K | $64.22M | 0.01% | Add |
| Capital World Investors history | 640.78K | $63.69M | 0.01% | Reduce |
| Invesco Ltd history | 526.78K | $52.36M | 0.01% | Reduce |
| UBS Group AG history | 513.25K | $51.02M | 0.01% | Reduce |
| Northern Trust Corp history | 429.50K | $42.69M | 0.01% | Add |
| Bank of America Corp history | 367.82K | $36.56M | 0.00% | Reduce |
| Manulife Financial history | 335.90K | $33.39M | 0.03% | Add |
| Charles Schwab Investment Management history | 320.60K | $31.87M | 0.01% | Add |
| BNY Mellon history | 307.73K | $30.59M | 0.01% | Add |
| Goldman Sachs Group history | 255.13K | $25.36M | 0.00% | Add |
| MFS Investment Management history | 157.96K | $15.70M | 0.01% | Reduce |
| Renaissance Technologies history | 157.43K | $15.65M | 0.02% | Reduce |
| Citigroup Inc history | 147.65K | $14.68M | 0.01% | Add |
| Franklin Resources history | 144.17K | $14.33M | 0.00% | New |
| Wellington Management Group history | 93.56K | $9.30M | 0.00% | Reduce |
| Fidelity International (FIL) history | 93.24K | $9.27M | 0.01% | Reduce |
| CDPQ (Caisse de Depot) history | 79.36K | $7.89M | 0.01% | New |
| Legal & General Investment Management America history | 75.42K | $7.50M | 0.00% | Reduce |
| Two Sigma Investments history | 63.09K | $6.27M | 0.01% | Reduce |
| Point72 Asset Management history | 58.75K | $5.84M | 0.01% | Add |
| CPP Investments history | 58.70K | $5.83M | 0.00% | Reduce |
| Arrowstreet Capital history | 47.73K | $4.74M | 0.00% | New |
| Citadel Advisors history | 30.36K | $3.02M | 0.00% | Reduce |
| AQR Capital Management history | 27.25K | $2.71M | 0.00% | Reduce |
| Prudential Financial history | 24.84K | $2.47M | 0.00% | Add |
| Amundi US history | 24.17K | $2.40M | 0.00% | Add |
| Bridgewater Associates history | 10.23K | $1.02M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 4.86K | $483.22K | 0.00% | Add |
| PNC Financial Services history | 4.58K | $455.27K | 0.00% | Add |
| Deutsche Bank AG history | 4.04K | $401.68K | 0.00% | Add |
| Baron Funds history | 4.00K | $397.60K | 0.00% | Add |
| T. Rowe Price Associates history | 39.13K | $3.89K | 0.00% | Reduce |
Q4 2025 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.08M | $547.72M | 0.01% | Add |
| Vanguard Group history | 3.70M | $496.53M | 0.01% | Reduce |
| Principal Global Investors history | 1.09M | $145.84M | 0.07% | Add |
| Geode Capital Management history | 1.07M | $143.56M | 0.01% | Hold |
| Janus Henderson Group history | 802.00K | $107.73M | 0.05% | Add |
| Balyasny Asset Management history | 756.15K | $101.56M | 0.13% | Add |
| Citadel Advisors history | 755.37K | $101.45M | 0.01% | Reduce |
| Capital World Investors history | 653.72K | $87.80M | 0.01% | Add |
| UBS Group AG history | 590.20K | $79.27M | 0.01% | Add |
| Morgan Stanley history | 579.23K | $77.80M | 0.01% | Reduce |
| Invesco Ltd history | 532.27K | $71.49M | 0.01% | Reduce |
| Norges Bank Investment Management history | 511.18K | $68.66M | 0.01% | Add |
| Wells Fargo & Co history | 442.62K | $59.45M | 0.01% | Reduce |
| Northern Trust Corp history | 401.14K | $53.88M | 0.01% | Reduce |
| Bank of America Corp history | 380.83K | $51.15M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 302.02K | $40.56M | 0.01% | Add |
| Wellington Management Group history | 301.70K | $40.52M | 0.01% | Reduce |
| BNY Mellon history | 298.06K | $40.03M | 0.01% | Reduce |
| MFS Investment Management history | 286.70K | $38.51M | 0.01% | Add |
| JPMorgan Chase & Co history | 267.36K | $35.91M | 0.01% | Reduce |
| Fidelity International (FIL) history | 170.61K | $22.91M | 0.02% | Add |
| Renaissance Technologies history | 159.23K | $21.39M | 0.03% | Reduce |
| Marshall Wace history | 156.72K | $21.05M | 0.02% | Add |
| Citigroup Inc history | 125.15K | $16.81M | 0.01% | Add |
| Two Sigma Investments history | 97.08K | $13.04M | 0.02% | Add |
| CPP Investments history | 93.70K | $12.58M | 0.01% | Add |
| Legal & General Investment Management America history | 82.77K | $11.12M | 0.00% | Reduce |
| Goldman Sachs Group history | 53.47K | $7.18M | 0.00% | Reduce |
| Point72 Asset Management history | 42.65K | $5.73M | 0.01% | Add |
| AQR Capital Management history | 40.95K | $5.50M | 0.00% | Add |
| Manulife Financial history | 29.47K | $3.96M | 0.00% | Reduce |
| Millennium Management history | 26.68K | $3.58M | 0.00% | Reduce |
| Amundi US history | 20.33K | $2.73M | 0.00% | Add |
| Bridgewater Associates history | 5.18K | $695.59K | 0.00% | Reduce |
| PNC Financial Services history | 3.94K | $529.46K | 0.00% | Add |
| Deutsche Bank AG history | 3.77K | $505.68K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 3.24K | $435.49K | 0.00% | Reduce |
| Prudential Financial history | 3.17K | $430.58K | 0.00% | Reduce |
| Baron Funds history | 2.11K | $283.80K | 0.00% | New |
| T. Rowe Price Associates history | 100.38K | $13.48K | 0.00% | Add |
Q3 2025 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.03M | $543.33M | 0.01% | Reduce |
| Vanguard Group history | 3.72M | $501.18M | 0.01% | Reduce |
| Invesco Ltd history | 1.53M | $206.88M | 0.03% | Add |
| Citadel Advisors history | 1.24M | $166.82M | 0.03% | Add |
| Wellington Management Group history | 1.09M | $147.01M | 0.03% | Reduce |
| Geode Capital Management history | 1.07M | $144.07M | 0.01% | Add |
| Millennium Management history | 1.06M | $142.95M | 0.06% | Add |
| Janus Henderson Group history | 670.94K | $90.43M | 0.04% | Add |
| Morgan Stanley history | 651.33K | $87.79M | 0.01% | Reduce |
| Capital World Investors history | 524.68K | $70.72M | 0.01% | Add |
| Bank of America Corp history | 507.45K | $68.40M | 0.01% | Add |
| Wells Fargo & Co history | 457.12K | $61.62M | 0.01% | Reduce |
| UBS Group AG history | 443.91K | $59.83M | 0.01% | Add |
| Principal Global Investors history | 437.26K | $58.94M | 0.03% | Reduce |
| JPMorgan Chase & Co history | 429.99K | $57.96M | 0.01% | Reduce |
| Northern Trust Corp history | 408.85K | $55.11M | 0.01% | Reduce |
| Balyasny Asset Management history | 347.13K | $46.79M | 0.06% | Add |
| BNY Mellon history | 337.40K | $45.48M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 290.44K | $39.15M | 0.01% | Reduce |
| Goldman Sachs Group history | 250.33K | $33.74M | 0.00% | Reduce |
| Renaissance Technologies history | 175.53K | $23.66M | 0.03% | Add |
| Fidelity International (FIL) history | 124.11K | $16.73M | 0.01% | Reduce |
| Citigroup Inc history | 124.04K | $16.72M | 0.01% | Reduce |
| Legal & General Investment Management America history | 91.05K | $12.27M | 0.00% | Reduce |
| CPP Investments history | 57.80K | $7.79M | 0.01% | New |
| D. E. Shaw & Co history | 53.86K | $7.26M | 0.00% | Add |
| Marshall Wace history | 35.82K | $4.83M | 0.01% | New |
| Manulife Financial history | 29.85K | $4.02M | 0.00% | Reduce |
| Point72 Asset Management history | 21.10K | $2.84M | 0.01% | Add |
| Bridgewater Associates history | 12.24K | $1.65M | 0.01% | New |
| Two Sigma Investments history | 11.38K | $1.53M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 5.08K | $685.17K | 0.00% | Add |
| Deutsche Bank AG history | 4.71K | $635.00K | 0.00% | Reduce |
| AQR Capital Management history | 4.50K | $606.16K | 0.00% | Reduce |
| MFS Investment Management history | 4.25K | $572.59K | 0.00% | Add |
| Prudential Financial history | 3.23K | $435.37K | 0.00% | Reduce |
| Amundi US history | 2.39K | $299.21K | 0.00% | Hold |
| PNC Financial Services history | 2.07K | $279.32K | 0.00% | Add |
| CDPQ (Caisse de Depot) history | 1.68K | $226.31K | 0.00% | New |
| T. Rowe Price Associates history | 46.39K | $6.25K | 0.00% | Reduce |
Q2 2025 — 50 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.23M | $601.34M | 0.01% | Reduce |
| BlackRock Inc history | 4.23M | $601.34M | 0.01% | Reduce |
| Vanguard Group history | 3.79M | $538.32M | 0.01% | Reduce |
| Invesco Ltd history | 1.43M | $203.21M | 0.04% | Reduce |
| Wellington Management Group history | 1.41M | $200.56M | 0.04% | Reduce |
| Geode Capital Management history | 1.02M | $145.36M | 0.01% | Reduce |
| Morgan Stanley history | 772.25K | $109.75M | 0.01% | Add |
| Morgan Stanley history | 772.25K | $109.75M | 0.01% | Add |
| Citadel Advisors history | 701.87K | $99.75M | 0.02% | Add |
| Citadel Advisors history | 701.87K | $99.75M | 0.02% | Add |
| Capital World Investors history | 483.86K | $68.77M | 0.01% | Add |
| JPMorgan Chase & Co history | 482.38K | $68.56M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 482.38K | $68.56M | 0.01% | Reduce |
| Principal Global Investors history | 476.24K | $67.68M | 0.04% | Reduce |
| Wells Fargo & Co history | 461.22K | $65.55M | 0.01% | Add |
| Janus Henderson Group history | 437.59K | $62.19M | 0.03% | Reduce |
| Northern Trust Corp history | 428.99K | $60.97M | 0.01% | Reduce |
| Bank of America Corp history | 426.69K | $60.64M | 0.01% | Reduce |
| BNY Mellon history | 350.45K | $49.81M | 0.01% | Reduce |
| Norges Bank Investment Management history | 328.18K | $46.64M | 0.01% | Reduce |
| Norges Bank Investment Management history | 328.18K | $46.64M | 0.01% | Reduce |
| Goldman Sachs Group history | 316.40K | $44.97M | 0.01% | Add |
| Goldman Sachs Group history | 316.40K | $44.97M | 0.01% | Add |
| Charles Schwab Investment Management history | 294.07K | $41.79M | 0.01% | Reduce |
| UBS Group AG history | 279.40K | $39.71M | 0.01% | Reduce |
| Millennium Management history | 204.40K | $29.05M | 0.01% | New |
| Renaissance Technologies history | 172.13K | $24.46M | 0.03% | Add |
| Renaissance Technologies history | 172.13K | $24.46M | 0.03% | Add |
| Citigroup Inc history | 171.34K | $24.35M | 0.01% | Add |
| Balyasny Asset Management history | 133.88K | $19.03M | 0.03% | New |
| Fidelity International (FIL) history | 126.54K | $17.98M | 0.01% | Reduce |
| Fidelity International (FIL) history | 126.54K | $17.98M | 0.01% | Reduce |
| Legal & General Investment Management America history | 93.66K | $13.31M | 0.00% | Add |
| Manulife Financial history | 32.18K | $4.57M | 0.00% | Reduce |
| D. E. Shaw & Co history | 27.48K | $3.91M | 0.00% | New |
| Deutsche Bank AG history | 19.97K | $2.84M | 0.00% | Reduce |
| Deutsche Bank AG history | 19.97K | $2.84M | 0.00% | Reduce |
| Point72 Asset Management history | 12.01K | $1.71M | 0.00% | New |
| Point72 Asset Management history | 12.01K | $1.71M | 0.00% | New |
| Polen Capital Management history | 10.06K | $1.43M | 0.00% | Reduce |
| AQR Capital Management history | 8.70K | $1.24M | 0.00% | Reduce |
| Two Sigma Investments history | 5.08K | $721.40K | 0.00% | New |
| Two Sigma Investments history | 5.08K | $721.40K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 5.05K | $717.94K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 5.05K | $717.94K | 0.00% | Reduce |
| MFS Investment Management history | 3.97K | $564.07K | 0.00% | Reduce |
| Prudential Financial history | 3.38K | $479.94K | 0.00% | Reduce |
| Amundi US history | 2.39K | $347.20K | 0.00% | Add |
| PNC Financial Services history | 1.72K | $244.45K | 0.00% | Add |
| T. Rowe Price Associates history | 1.27M | $179.86K | 0.02% | Reduce |
Q1 2025 — 42 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.28M | $784.80M | 0.02% | Add |
| BlackRock Inc history | 5.28M | $784.80M | 0.02% | Add |
| Vanguard Group history | 3.83M | $569.94M | 0.01% | Reduce |
| Invesco Ltd history | 1.83M | $271.45M | 0.05% | Reduce |
| Wellington Management Group history | 1.70M | $253.03M | 0.05% | Add |
| Geode Capital Management history | 1.23M | $183.37M | 0.01% | Add |
| Morgan Stanley history | 751.20K | $111.68M | 0.01% | Add |
| Morgan Stanley history | 751.20K | $111.68M | 0.01% | Add |
| JPMorgan Chase & Co history | 680.02K | $101.10M | 0.02% | Reduce |
| JPMorgan Chase & Co history | 680.02K | $101.10M | 0.02% | Reduce |
| Northern Trust Corp history | 623.07K | $92.63M | 0.01% | Hold |
| Principal Global Investors history | 536.22K | $79.72M | 0.04% | Reduce |
| Janus Henderson Group history | 444.87K | $65.44M | 0.04% | Add |
| Bank of America Corp history | 437.48K | $65.04M | 0.01% | Add |
| Charles Schwab Investment Management history | 373.58K | $55.54M | 0.01% | Add |
| Wells Fargo & Co history | 372.01K | $55.31M | 0.01% | Add |
| BNY Mellon history | 359.69K | $53.48M | 0.01% | Add |
| Goldman Sachs Group history | 308.52K | $45.87M | 0.01% | Reduce |
| Goldman Sachs Group history | 308.52K | $45.87M | 0.01% | Reduce |
| UBS Group AG history | 299.97K | $44.60M | 0.01% | Reduce |
| Capital World Investors history | 274.84K | $40.86M | 0.01% | Add |
| MFS Investment Management history | 156.09K | $23.21M | 0.01% | Reduce |
| Franklin Resources history | 131.72K | $19.58M | 0.01% | Reduce |
| Fidelity International (FIL) history | 131.21K | $19.51M | 0.02% | Reduce |
| Fidelity International (FIL) history | 131.21K | $19.51M | 0.02% | Reduce |
| Legal & General Investment Management America history | 80.76K | $12.01M | 0.00% | Add |
| Renaissance Technologies history | 71.63K | $10.65M | 0.02% | Reduce |
| Renaissance Technologies history | 71.63K | $10.65M | 0.02% | Reduce |
| Citadel Advisors history | 56.74K | $8.44M | 0.00% | Reduce |
| Citadel Advisors history | 56.74K | $8.44M | 0.00% | Reduce |
| Polen Capital Management history | 52.32K | $7.78M | 0.02% | Reduce |
| Manulife Financial history | 48.22K | $7.17M | 0.01% | Add |
| Deutsche Bank AG history | 46.84K | $6.96M | 0.00% | Add |
| Deutsche Bank AG history | 46.84K | $6.96M | 0.00% | Add |
| Citigroup Inc history | 37.40K | $5.56M | 0.00% | Reduce |
| AQR Capital Management history | 11.92K | $1.71M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 10.76K | $1.60M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 10.76K | $1.60M | 0.00% | Add |
| Prudential Financial history | 3.99K | $592.90K | 0.00% | Add |
| T. Rowe Price Associates history | 1.37M | $203.44K | 0.03% | Add |
| PNC Financial Services history | 1.36K | $201.96K | 0.00% | Add |
| Amundi US history | 6 | $845 | 0.00% | New |
New Positions (Q2 2026)
- Marshall Wace 590.88K sh · $46.58M
- JPMorgan Chase & Co 248.80K sh · $18.78M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 905.66K sh · $90.05M
- Balyasny Asset Management sold 654.58K sh · $65.07M
- Capital World Investors sold 640.78K sh · $63.69M
- Wellington Management Group sold 93.56K sh · $9.30M
- Fidelity International (FIL) sold 93.24K sh · $9.27M
- Prudential Financial sold 24.84K sh · $2.47M
- Bridgewater Associates sold 10.23K sh · $1.02M
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 | 4.28M | 4.08M | 4.08M | 4.03M | 4.23M | 5.28M | 5.17M | 5.04M | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 1.05M | 1.05M | 1.07M | 1.07M | 1.02M | 1.23M | 1.15M | 1.11M | 1.08M | 914.10K | 876.29K | 838.86K | 742.61K | 704.27K | 747.17K | 731.01K | 706.75K | 647.49K | 618.55K | 590.62K |
| Principal Global Investors | 1.03M | 1.10M | 1.09M | 437.26K | 476.24K | 536.22K | 542.28K | 583.72K | 485.80K | 484.25K | 488.16K | 611.09K | 699.40K | 673.85K | 584.42K | 606.15K | 601.81K | 435.59K | 409.87K | 385.35K |
| Morgan Stanley | 857.07K | 725.27K | 579.23K | 651.33K | 772.25K | 751.20K | 670.79K | 727.82K | 728.36K | 639.07K | 675.93K | 616.80K | 639.08K | 662.09K | 663.96K | 181.30K | 188.55K | 81.23K | 98.47K | 114.77K |
| Millennium Management | 605.73K | 1.22M | 26.68K | 1.06M | 204.40K | — | 1.71K | 22.74K | 638.98K | 1.35M | 747.92K | 813.33K | 203.95K | 361.33K | 505.03K | 27.41K | 160.07K | 31.50K | 48.16K | 73.02K |
| Arrowstreet Capital | 597.91K | 47.73K | — | — | — | — | 84.34K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Marshall Wace | 590.88K | — | 156.72K | 35.82K | — | — | — | — | — | — | — | — | — | — | 28.85K | 29.03K | 101.80K | 190.00K | 232.88K | 191.26K |
| Bank of America Corp | 586.53K | 367.82K | 380.83K | 507.45K | 426.69K | 437.48K | 341.66K | 386.02K | 402.01K | 402.73K | 389.12K | 401.08K | 465.05K | 459.53K | 431.09K | 470.51K | 514.30K | 503.23K | 466.31K | 384.07K |
| Invesco Ltd | 580.34K | 526.78K | 532.27K | 1.53M | 1.43M | 1.83M | 1.92M | 1.54M | 1.16M | 1.12M | 1.12M | 1.21M | 1.32M | 1.15M | 1.11M | 969.95K | 1.28M | 1.12M | 1.09M | 920.04K |
| Wells Fargo & Co | 572.99K | 646.10K | 442.62K | 457.12K | 461.22K | 372.01K | 97.90K | 97.30K | 102.03K | 105.22K | 85.82K | 123.81K | 246.68K | 270.81K | 277.45K | 294.81K | 296.23K | 273.86K | 261.47K | 261.69K |
| AQR Capital Management | 511.47K | 27.25K | 40.95K | 4.50K | 8.70K | 11.92K | 19.85K | 11.31K | 8.98K | 8.66K | 7.26K | 9.21K | 5.20K | — | — | — | — | 6.07K | 2.85K | 3.06K |
| UBS Group AG | 494.61K | 513.25K | 590.20K | 443.91K | 279.40K | 299.97K | 361.40K | 47.97K | 25.89K | 47.45K | 32.06K | 27.30K | 34.67K | 17.65K | 13.83K | 3.30K | 17.88K | 20.86K | 15.97K | 8.88K |
| Norges Bank Investment Management | 491.15K | — | 511.18K | — | 328.18K | — | 465.44K | — | 381.21K | — | 380.78K | — | — | — | 354.94K | — | — | — | — | — |
| Northern Trust Corp | 434.24K | 429.50K | 401.14K | 408.85K | 428.99K | 623.07K | 623.74K | 604.22K | 480.41K | 482.13K | 487.57K | 495.23K | 487.54K | 456.55K | 454.05K | 425.70K | 406.27K | 414.48K | 407.78K | 414.33K |
| Manulife Financial | 402.82K | 335.90K | 29.47K | 29.85K | 32.18K | 48.22K | 46.79K | 47.12K | 23.27K | 21.45K | 18.62K | 19.16K | 14.90K | 14.47K | 14.40K | 14.44K | 14.65K | 14.75K | 17.80K | 17.89K |
| Renaissance Technologies | 401.43K | 157.43K | 159.23K | 175.53K | 172.13K | 71.63K | 94.03K | 57.13K | 54.33K | 35.73K | — | — | 25.03K | 103.93K | 107.83K | 78.73K | 156.63K | 193.03K | 76.93K | 132.23K |
| Goldman Sachs Group | 362.61K | 255.13K | 53.47K | 250.33K | 316.40K | 308.52K | 537.85K | 495.72K | 353.87K | 238.48K | 234.16K | 236.35K | 144.88K | 195.87K | 160.21K | 108.81K | 119.07K | 118.80K | 104.20K | 379.03K |
| Point72 Asset Management | 357.54K | 58.75K | 42.65K | 21.10K | 12.01K | — | 8.08K | — | 2.52K | — | — | 1.90K | — | — | — | — | — | — | — | — |
| Charles Schwab Investment Management | 325.10K | 320.60K | 302.02K | 290.44K | 294.07K | 373.58K | 357.96K | 348.41K | 317.21K | 298.25K | 287.00K | 282.71K | 272.02K | 265.21K | 266.02K | 254.76K | 248.25K | 254.05K | 247.49K | 236.73K |
| BNY Mellon | 284.50K | 307.73K | 298.06K | 337.40K | 350.45K | 359.69K | 356.23K | 348.29K | 239.62K | 225.41K | 255.36K | 233.28K | 230.29K | 225.42K | 224.45K | 198.32K | 184.07K | 187.55K | 184.21K | 196.42K |
▲ 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