INDB — INDEPENDENT BK CORP MASS
Reported value held$1.73B
Funds holding (latest)40
SectorFinancials
Funds holding (Q2 2026)34
Institutional value$1.29B · 15.52M sh
New / Add / Cut / Exit3 / 14 / 15 / 2
Top-5 / Top-10 concentration67.8% / 85.2%
Institutional holdings change
Accumulating +5.1%
(+753.57K sh)
Institutional value change
Up +17.0%
As of Q2 2026, 34 SEC-registered investment managers reported holding INDB (INDEPENDENT BK CORP MASS) in their latest 13F filings, with a combined reported value of $1.29B across 15.52M shares. That is +5.1% by share count (+753.57K shares) versus the previous quarter, while reported value moved +17.0%. Ownership is concentrated: the five largest holders account for 67.8% of reported value and the top ten for 85.2%.
Compared with the prior quarter, 3 opened new positions, 14 added to existing stakes, 15 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
INDB 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 | 6.98M | $584.33M | 0.01% | Reduce |
| Geode Capital Management history | 1.44M | $120.61M | 0.01% | Add |
| Citadel Advisors history | 733.72K | $61.43M | 0.07% | Reduce |
| Morgan Stanley history | 714.01K | $59.78M | 0.00% | Add |
| Norges Bank Investment Management history | 616.23K | $51.59M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 592.45K | $49.60M | 0.01% | Reduce |
| Northern Trust Corp history | 557.00K | $46.63M | 0.01% | Add |
| Bank of America Corp history | 533.21K | $44.64M | 0.00% | Reduce |
| Goldman Sachs Group history | 500.48K | $41.90M | 0.01% | Reduce |
| BNY Mellon history | 492.92K | $41.27M | 0.01% | Add |
| Manulife Financial history | 326.06K | $27.30M | 0.02% | Hold |
| Arrowstreet Capital history | 252.17K | $21.11M | 0.01% | Add |
| Principal Global Investors history | 233.58K | $19.56M | 0.01% | Reduce |
| Bridgewater Associates history | 200.77K | $16.81M | 0.07% | Reduce |
| Invesco Ltd history | 199.37K | $16.69M | 0.00% | Add |
| PSP Investments history | 166.04K | $13.90M | 0.04% | Reduce |
| UBS Group AG history | 144.72K | $12.12M | 0.01% | Add |
| Prudential Financial history | 129.56K | $10.85M | 0.01% | Reduce |
| Legal & General Investment Management America history | 112.03K | $9.38M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 87.67K | $7.49M | 0.00% | New |
| AQR Capital Management history | 73.81K | $6.18M | 0.00% | Add |
| Franklin Resources history | 63.88K | $5.35M | 0.00% | Reduce |
| Renaissance Technologies history | 51.36K | $4.30M | 0.01% | New |
| Citigroup Inc history | 51.01K | $4.27M | 0.00% | Add |
| Deutsche Bank AG history | 50.99K | $4.27M | 0.00% | Add |
| Two Sigma Investments history | 46.19K | $3.87M | 0.00% | Reduce |
| Wells Fargo & Co history | 44.52K | $3.73M | 0.00% | Add |
| Lazard Asset Management history | 15.13K | $1.27M | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 12.65K | $1.06M | 0.00% | Reduce |
| Marshall Wace history | 11.30K | $946.04K | 0.00% | Add |
| Amundi US history | 8.34K | $697.97K | 0.00% | Reduce |
| PNC Financial Services history | 7.02K | $587.55K | 0.00% | Add |
| Millennium Management history | 3.74K | $313.36K | 0.00% | New |
| T. Rowe Price Associates history | 63.58K | $5.32K | 0.00% | Add |
Q1 2026 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 7.14M | $537.17M | 0.01% | Hold |
| Geode Capital Management history | 1.26M | $95.05M | 0.01% | Add |
| Citadel Advisors history | 985.44K | $74.11M | 0.01% | Add |
| Morgan Stanley history | 647.60K | $48.71M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 600.17K | $45.14M | 0.01% | Add |
| Bank of America Corp history | 592.66K | $44.57M | 0.00% | Add |
| Goldman Sachs Group history | 546.86K | $41.13M | 0.01% | Reduce |
| Northern Trust Corp history | 533.52K | $40.13M | 0.01% | Add |
| BNY Mellon history | 489.65K | $36.83M | 0.01% | Hold |
| Manulife Financial history | 326.88K | $24.58M | 0.02% | Reduce |
| Principal Global Investors history | 240.96K | $18.12M | 0.01% | Add |
| Bridgewater Associates history | 205.30K | $15.44M | 0.07% | Reduce |
| Invesco Ltd history | 177.98K | $13.39M | 0.00% | Reduce |
| PSP Investments history | 177.35K | $13.34M | 0.04% | Add |
| Prudential Financial history | 144.31K | $10.85M | 0.01% | Add |
| UBS Group AG history | 125.58K | $9.44M | 0.00% | Reduce |
| Legal & General Investment Management America history | 113.10K | $8.51M | 0.00% | Reduce |
| Franklin Resources history | 71.51K | $5.38M | 0.00% | Add |
| Two Sigma Investments history | 65.08K | $4.90M | 0.00% | New |
| AQR Capital Management history | 64.35K | $4.84M | 0.00% | Add |
| Deutsche Bank AG history | 44.03K | $3.31M | 0.00% | Add |
| Citigroup Inc history | 39.67K | $2.98M | 0.00% | Reduce |
| Janus Henderson Group history | 21.48K | $1.62M | 0.00% | Hold |
| Wells Fargo & Co history | 20.52K | $1.54M | 0.00% | Reduce |
| Lazard Asset Management history | 15.13K | $1.14M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 14.51K | $1.09M | 0.00% | Add |
| Arrowstreet Capital history | 12.73K | $957.72K | 0.00% | New |
| Amundi US history | 9.89K | $743.83K | 0.00% | Add |
| PNC Financial Services history | 6.36K | $478.11K | 0.00% | Reduce |
| Marshall Wace history | 5.40K | $406.06K | 0.00% | New |
| Balyasny Asset Management history | 2.90K | $218.49K | 0.00% | Reduce |
| T. Rowe Price Associates history | 55.08K | $4.14K | 0.00% | Add |
Q4 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 7.16M | $523.21M | 0.01% | Add |
| Vanguard Group history | 5.87M | $429.25M | 0.01% | Reduce |
| Geode Capital Management history | 1.23M | $90.08M | 0.01% | Add |
| Citadel Advisors history | 916.55K | $66.98M | 0.01% | Add |
| Goldman Sachs Group history | 810.15K | $59.21M | 0.01% | Add |
| Morgan Stanley history | 662.43K | $48.41M | 0.00% | Add |
| Norges Bank Investment Management history | 631.04K | $46.12M | 0.01% | Add |
| Charles Schwab Investment Management history | 594.26K | $43.43M | 0.01% | Add |
| Northern Trust Corp history | 516.31K | $37.73M | 0.01% | Reduce |
| Bank of America Corp history | 508.38K | $37.15M | 0.00% | Reduce |
| BNY Mellon history | 492.02K | $35.96M | 0.01% | Add |
| Manulife Financial history | 331.75K | $24.24M | 0.02% | Reduce |
| Principal Global Investors history | 236.32K | $17.27M | 0.01% | Reduce |
| Bridgewater Associates history | 206.77K | $15.11M | 0.06% | Add |
| Invesco Ltd history | 190.45K | $13.92M | 0.00% | Reduce |
| PSP Investments history | 171.59K | $12.54M | 0.04% | Reduce |
| JPMorgan Chase & Co history | 170.34K | $12.45M | 0.00% | Reduce |
| Prudential Financial history | 141.82K | $10.36M | 0.01% | Add |
| UBS Group AG history | 135.51K | $9.90M | 0.00% | Add |
| Legal & General Investment Management America history | 125.29K | $9.16M | 0.00% | Reduce |
| AQR Capital Management history | 58.74K | $4.29M | 0.00% | Reduce |
| Wells Fargo & Co history | 58.23K | $4.26M | 0.00% | Add |
| Citigroup Inc history | 44.99K | $3.29M | 0.00% | Reduce |
| Deutsche Bank AG history | 38.48K | $2.81M | 0.00% | Add |
| Janus Henderson Group history | 21.48K | $1.57M | 0.00% | Hold |
| Renaissance Technologies history | 18.00K | $1.32M | 0.00% | Reduce |
| Lazard Asset Management history | 17.13K | $1.25M | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 8.35K | $610.00K | 0.00% | Add |
| Franklin Resources history | 8.00K | $584.79K | 0.00% | Reduce |
| Amundi US history | 7.47K | $545.98K | 0.00% | Reduce |
| Balyasny Asset Management history | 7.33K | $535.60K | 0.00% | Add |
| PNC Financial Services history | 6.44K | $470.93K | 0.00% | Reduce |
| T. Rowe Price Associates history | 44.78K | $3.27K | 0.00% | Add |
Q3 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 7.01M | $485.16M | 0.01% | Add |
| Vanguard Group history | 5.94M | $411.13M | 0.01% | Add |
| Geode Capital Management history | 1.21M | $83.86M | 0.01% | Add |
| Goldman Sachs Group history | 689.79K | $47.71M | 0.01% | Add |
| Morgan Stanley history | 625.40K | $43.26M | 0.00% | Add |
| Charles Schwab Investment Management history | 590.36K | $40.84M | 0.01% | Add |
| Bank of America Corp history | 555.18K | $38.40M | 0.00% | Add |
| Northern Trust Corp history | 538.42K | $37.24M | 0.01% | Add |
| BNY Mellon history | 443.77K | $30.70M | 0.01% | Add |
| Citadel Advisors history | 349.63K | $24.18M | 0.00% | Add |
| Manulife Financial history | 341.33K | $23.61M | 0.02% | Add |
| JPMorgan Chase & Co history | 242.83K | $16.80M | 0.00% | Add |
| Principal Global Investors history | 240.94K | $16.67M | 0.01% | Reduce |
| Invesco Ltd history | 197.15K | $13.64M | 0.00% | Add |
| PSP Investments history | 194.73K | $13.47M | 0.05% | Add |
| Prudential Financial history | 140.92K | $9.75M | 0.01% | Add |
| Legal & General Investment Management America history | 129.69K | $8.97M | 0.00% | Add |
| UBS Group AG history | 113.00K | $7.82M | 0.00% | Add |
| Bridgewater Associates history | 98.59K | $6.82M | 0.03% | New |
| AQR Capital Management history | 74.85K | $5.18M | 0.00% | Reduce |
| Citigroup Inc history | 62.07K | $4.29M | 0.00% | Reduce |
| Renaissance Technologies history | 60.49K | $4.18M | 0.01% | Reduce |
| Wells Fargo & Co history | 39.06K | $2.70M | 0.00% | Add |
| Franklin Resources history | 36.27K | $2.51M | 0.00% | Add |
| Deutsche Bank AG history | 36.09K | $2.50M | 0.00% | Add |
| Janus Henderson Group history | 21.48K | $1.49M | 0.00% | Add |
| Lazard Asset Management history | 17.13K | $1.18M | 0.00% | Hold |
| Millennium Management history | 13.68K | $946.11K | 0.00% | Reduce |
| Amundi US history | 8.75K | $614.90K | 0.00% | Add |
| PNC Financial Services history | 6.92K | $478.59K | 0.00% | Add |
| Balyasny Asset Management history | 6.36K | $439.92K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 5.96K | $412.48K | 0.00% | Reduce |
| T. Rowe Price Associates history | 42.75K | $2.96K | 0.00% | Add |
Q2 2025 — 43 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 6.16M | $387.07M | 0.01% | Hold |
| BlackRock Inc history | 6.16M | $387.07M | 0.01% | Hold |
| Vanguard Group history | 5.17M | $325.41M | 0.01% | Add |
| Geode Capital Management history | 1.05M | $65.98M | 0.01% | Add |
| Morgan Stanley history | 609.03K | $38.30M | 0.00% | Add |
| Morgan Stanley history | 609.03K | $38.30M | 0.00% | Add |
| Goldman Sachs Group history | 551.06K | $34.65M | 0.01% | Reduce |
| Goldman Sachs Group history | 551.06K | $34.65M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 534.73K | $33.63M | 0.01% | Reduce |
| Norges Bank Investment Management history | 493.80K | $31.05M | 0.00% | Add |
| Norges Bank Investment Management history | 493.80K | $31.05M | 0.00% | Add |
| Northern Trust Corp history | 473.62K | $29.78M | 0.00% | Hold |
| BNY Mellon history | 411.44K | $25.87M | 0.01% | Add |
| Bank of America Corp history | 394.39K | $24.80M | 0.00% | Add |
| Principal Global Investors history | 258.73K | $16.27M | 0.01% | Add |
| JPMorgan Chase & Co history | 232.44K | $14.62M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 232.44K | $14.62M | 0.00% | Reduce |
| Manulife Financial history | 227.31K | $14.29M | 0.01% | Reduce |
| Invesco Ltd history | 175.75K | $11.05M | 0.00% | Reduce |
| Millennium Management history | 167.44K | $10.53M | 0.01% | Add |
| Renaissance Technologies history | 151.84K | $9.55M | 0.01% | Add |
| Renaissance Technologies history | 151.84K | $9.55M | 0.01% | Add |
| PSP Investments history | 145.28K | $9.14M | 0.04% | Add |
| Prudential Financial history | 132.84K | $8.35M | 0.01% | Reduce |
| Legal & General Investment Management America history | 107.65K | $6.77M | 0.00% | Reduce |
| Citigroup Inc history | 84.50K | $5.31M | 0.00% | Hold |
| AQR Capital Management history | 79.33K | $4.99M | 0.00% | Reduce |
| UBS Group AG history | 76.29K | $4.80M | 0.00% | Add |
| Citadel Advisors history | 61.02K | $3.84M | 0.00% | Reduce |
| Citadel Advisors history | 61.02K | $3.84M | 0.00% | Reduce |
| Franklin Resources history | 33.73K | $2.12M | 0.00% | Reduce |
| Deutsche Bank AG history | 29.24K | $1.84M | 0.00% | Reduce |
| Deutsche Bank AG history | 29.24K | $1.84M | 0.00% | Reduce |
| Wells Fargo & Co history | 29.17K | $1.83M | 0.00% | Add |
| Janus Henderson Group history | 18.28K | $1.15M | 0.00% | Hold |
| Amundi US history | 7.01K | $463.64K | 0.00% | Reduce |
| PNC Financial Services history | 6.56K | $412.78K | 0.00% | Reduce |
| Balyasny Asset Management history | 6.11K | $384.42K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 6.08K | $382.17K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 6.08K | $382.17K | 0.00% | Add |
| D. E. Shaw & Co history | 5.58K | $350.90K | 0.00% | Reduce |
| T. Rowe Price Associates history | 36.44K | $2.29K | 0.00% | Add |
| Lazard Asset Management history | 17.13K | $1.08K | 0.00% | Add |
Q1 2025 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 6.16M | $385.70M | 0.01% | Reduce |
| BlackRock Inc history | 6.16M | $385.70M | 0.01% | Reduce |
| Vanguard Group history | 5.13M | $321.70M | 0.01% | Add |
| Geode Capital Management history | 1.04M | $65.31M | 0.01% | Add |
| Goldman Sachs Group history | 599.90K | $37.58M | 0.01% | Add |
| Goldman Sachs Group history | 599.90K | $37.58M | 0.01% | Add |
| Morgan Stanley history | 564.26K | $35.35M | 0.00% | Reduce |
| Morgan Stanley history | 564.26K | $35.35M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 549.55K | $34.43M | 0.01% | Add |
| Northern Trust Corp history | 475.79K | $29.81M | 0.00% | Reduce |
| BNY Mellon history | 408.24K | $25.58M | 0.01% | Reduce |
| Bank of America Corp history | 347.31K | $21.76M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 265.46K | $16.63M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 265.46K | $16.63M | 0.00% | Reduce |
| Manulife Financial history | 232.94K | $14.59M | 0.01% | Add |
| Principal Global Investors history | 211.60K | $13.26M | 0.01% | Add |
| Invesco Ltd history | 181.65K | $11.38M | 0.00% | Reduce |
| Prudential Financial history | 164.52K | $10.31M | 0.01% | Add |
| PSP Investments history | 134.73K | $8.44M | 0.04% | Add |
| Renaissance Technologies history | 118.74K | $7.44M | 0.01% | Reduce |
| Renaissance Technologies history | 118.74K | $7.44M | 0.01% | Reduce |
| AQR Capital Management history | 116.18K | $7.28M | 0.01% | Reduce |
| Legal & General Investment Management America history | 115.10K | $7.21M | 0.00% | Reduce |
| Citigroup Inc history | 84.33K | $5.28M | 0.00% | Reduce |
| Citadel Advisors history | 74.26K | $4.65M | 0.00% | Reduce |
| Citadel Advisors history | 74.26K | $4.65M | 0.00% | Reduce |
| UBS Group AG history | 60.95K | $3.82M | 0.00% | Add |
| Franklin Resources history | 34.23K | $2.14M | 0.00% | Add |
| Deutsche Bank AG history | 33.91K | $2.12M | 0.00% | Reduce |
| Deutsche Bank AG history | 33.91K | $2.12M | 0.00% | Reduce |
| Wells Fargo & Co history | 28.34K | $1.78M | 0.00% | Add |
| D. E. Shaw & Co history | 25.11K | $1.57M | 0.00% | Add |
| Janus Henderson Group history | 18.28K | $1.15M | 0.00% | Reduce |
| Amundi US history | 17.08K | $979.37K | 0.00% | Reduce |
| Millennium Management history | 15.46K | $968.38K | 0.00% | Reduce |
| PNC Financial Services history | 6.62K | $414.49K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 5.54K | $347.21K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 5.54K | $347.21K | 0.00% | Reduce |
| T. Rowe Price Associates history | 33.19K | $2.08K | 0.00% | Add |
| Lazard Asset Management history | 15.75K | $985 | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 87.67K sh · $7.49M
- Renaissance Technologies 51.36K sh · $4.30M
- Millennium Management 3.74K sh · $313.36K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 21.48K sh · $1.62M
- Balyasny Asset Management sold 2.90K sh · $218.49K
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 | 6.98M | 7.14M | 7.16M | 7.01M | 6.16M | 6.16M | 6.23M | 6.20M | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 1.44M | 1.26M | 1.23M | 1.21M | 1.05M | 1.04M | 1.01M | 1.02M | 1.01M | 1.00M | 981.38K | 940.16K | 909.93K | 913.34K | 872.64K | 850.42K | 856.04K | 849.79K | 815.17K | 584.85K |
| Citadel Advisors | 733.72K | 985.44K | 916.55K | 349.63K | 61.02K | 74.26K | 86.95K | 63.79K | 56.27K | 70.13K | — | 12.14K | 189.06K | — | 30.37K | 79.63K | 18.70K | 26.67K | 8.67K | 30.23K |
| Morgan Stanley | 714.01K | 647.60K | 662.43K | 625.40K | 609.03K | 564.26K | 590.39K | 723.28K | 694.40K | 707.49K | 551.63K | 557.71K | 499.55K | 821.24K | 961.84K | 273.78K | 294.90K | 220.65K | 238.08K | 242.03K |
| Norges Bank Investment Management | 616.23K | — | 631.04K | — | 493.80K | — | 448.83K | — | 378.64K | — | 498.16K | — | — | — | 463.63K | — | — | — | — | — |
| Charles Schwab Investment Management | 592.45K | 600.17K | 594.26K | 590.36K | 534.73K | 549.55K | 544.95K | 523.66K | 500.74K | 488.95K | 465.22K | 439.76K | 415.20K | 406.54K | 405.46K | 396.51K | 392.08K | 393.20K | 381.11K | 273.43K |
| Northern Trust Corp | 557.00K | 533.52K | 516.31K | 538.42K | 473.62K | 475.79K | 486.77K | 577.22K | 589.29K | 612.71K | 662.96K | 677.37K | 674.01K | 675.14K | 685.48K | 678.29K | 686.51K | 687.17K | 707.04K | 552.13K |
| Bank of America Corp | 533.21K | 592.66K | 508.38K | 555.18K | 394.39K | 347.31K | 354.17K | 319.00K | 294.33K | 219.38K | 186.47K | 152.72K | 130.26K | 168.85K | 141.56K | 151.10K | 146.36K | 181.70K | 188.04K | 171.01K |
| Goldman Sachs Group | 500.48K | 546.86K | 810.15K | 689.79K | 551.06K | 599.90K | 588.18K | 645.80K | 453.12K | 295.01K | 509.24K | 483.57K | 588.51K | 552.99K | 624.54K | 642.14K | 715.00K | 786.19K | 812.61K | 698.50K |
| BNY Mellon | 492.92K | 489.65K | 492.02K | 443.77K | 411.44K | 408.24K | 424.15K | 433.40K | 476.96K | 510.96K | 540.33K | 478.77K | 487.83K | 510.48K | 542.54K | 581.97K | 587.98K | 615.83K | 628.70K | 510.78K |
| Manulife Financial | 326.06K | 326.88K | 331.75K | 341.33K | 227.31K | 232.94K | 230.25K | 233.08K | 238.98K | 249.89K | 365.16K | 382.19K | 389.60K | 376.36K | 382.68K | 393.50K | 379.83K | 373.89K | 249.95K | 173.34K |
| Arrowstreet Capital | 252.17K | 12.73K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Principal Global Investors | 233.58K | 240.96K | 236.32K | 240.94K | 258.73K | 211.60K | 206.08K | 200.29K | 236.89K | 245.80K | 280.07K | 290.09K | 304.36K | 329.16K | 331.74K | 335.75K | 341.48K | 370.30K | 374.77K | 228.15K |
| Bridgewater Associates | 200.77K | 205.30K | 206.77K | 98.59K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Invesco Ltd | 199.37K | 177.98K | 190.45K | 197.15K | 175.75K | 181.65K | 444.70K | 406.76K | 516.11K | 473.61K | 95.13K | 92.69K | 177.68K | 171.72K | 214.40K | 213.03K | 114.26K | 119.21K | 126.23K | 96.56K |
| PSP Investments | 166.04K | 177.35K | 171.59K | 194.73K | 145.28K | 134.73K | 105.84K | 90.10K | 93.40K | 87.88K | 91.01K | 54.55K | 78.32K | 80.27K | 83.03K | 84.14K | 86.59K | 88.28K | 96.78K | 66.78K |
| UBS Group AG | 144.72K | 125.58K | 135.51K | 113.00K | 76.29K | 60.95K | 48.74K | 40.97K | 47.12K | 39.66K | 51.91K | 14.25K | 20.83K | 31.10K | 21.23K | 19.07K | 4.06K | 23.82K | 35.61K | 26.30K |
| Prudential Financial | 129.56K | 144.31K | 141.82K | 140.92K | 132.84K | 164.52K | 83.23K | 97.64K | 71.90K | 72.64K | 74.98K | 70.85K | 61.04K | 45.51K | 46.01K | 46.65K | 47.77K | 49.29K | 50.22K | 35.64K |
| Legal & General Investment Management America | 112.03K | 113.10K | 125.29K | 129.69K | 107.65K | 115.10K | 118.51K | 121.16K | 122.43K | 120.42K | 123.50K | 125.43K | 128.42K | 133.36K | 132.02K | 130.72K | 134.30K | 135.56K | 135.43K | 90.62K |
| JPMorgan Chase & Co | 87.67K | — | 170.34K | 242.83K | 232.44K | 265.46K | 304.15K | 338.64K | 211.85K | 212.67K | 175.73K | 244.35K | 235.05K | 227.77K | 251.05K | 343.54K | 288.27K | 268.85K | 256.16K | 123.10K |
▲ 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