IWM — ISHARES TR
Reported value held$87.92B
Funds holding (latest)53
Sector—
Funds holding (Q2 2026)35
Institutional value$87.12B · 290.03M sh
New / Add / Cut / Exit2 / 11 / 18 / 3
Top-5 / Top-10 concentration63.3% / 89.6%
Institutional holdings change
Reducing -6.8%
(-21.10M sh)
Institutional value change
Up +13.1%
As of Q2 2026, 35 SEC-registered investment managers reported holding IWM (ISHARES TR) in their latest 13F filings, with a combined reported value of $87.12B across 290.03M shares. That is -6.8% by share count (-21.10M shares) versus the previous quarter, while reported value moved +13.1%. Ownership is concentrated: the five largest holders account for 63.3% of reported value and the top ten for 89.6%.
Compared with the prior quarter, 2 opened new positions, 11 added to existing stakes, 18 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
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 |
|---|---|---|---|---|
| Millennium Management history | 48.29M | $14.51B | 5.58% | Reduce |
| Citadel Advisors history | 42.25M | $12.69B | 1.50% | Add |
| Bank of America Corp history | 35.58M | $10.69B | 0.71% | Reduce |
| Citigroup Inc history | 29.58M | $8.89B | 3.10% | Reduce |
| Wells Fargo & Co history | 27.95M | $8.40B | 1.42% | Add |
| Goldman Sachs Group history | 25.71M | $7.73B | 0.70% | Reduce |
| Morgan Stanley history | 18.69M | $5.62B | 0.31% | Reduce |
| UBS Group AG history | 15.76M | $4.74B | 0.64% | Reduce |
| BlackRock Inc history | 10.85M | $3.26B | 0.05% | Reduce |
| Balyasny Asset Management history | 5.06M | $1.52B | 1.99% | Reduce |
| Northern Trust Corp history | 4.15M | $1.25B | 0.14% | Hold |
| JPMorgan Chase & Co history | 3.37M | $1.01B | 0.12% | New |
| PNC Financial Services history | 3.33M | $1.00B | 0.50% | Add |
| Wellington Management Group history | 3.16M | $940.18M | 0.17% | Add |
| Davidson Kempner Capital Management history | 2.92M | $877.31M | 11.60% | Add |
| CPP Investments history | 2.78M | $835.55M | 0.46% | Hold |
| Fidelity Management & Research (FMR) history | 2.61M | $785.02M | 0.04% | Reduce |
| Point72 Asset Management history | 2.02M | $606.64M | 0.70% | Add |
| BNY Mellon history | 1.87M | $563.05M | 0.09% | Reduce |
| Two Sigma Investments history | 1.46M | $440.10M | 0.34% | Add |
| Franklin Resources history | 626.70K | $188.29M | 0.04% | Hold |
| Moore Capital Management history | 502.78K | $151.06M | 2.35% | Add |
| Marshall Wace history | 368.30K | $110.66M | 0.09% | Add |
| Deutsche Bank AG history | 299.38K | $89.95M | 0.03% | Reduce |
| AQR Capital Management history | 253.00K | $76.01M | 0.03% | Add |
| Elliott Investment Management history | 250.00K | $75.11M | 0.33% | Reduce |
| Prudential Financial history | 158.26K | $47.55M | 0.05% | Reduce |
| D. E. Shaw & Co history | 61.25K | $18.40M | 0.01% | Reduce |
| Manulife Financial history | 44.07K | $13.24M | 0.01% | New |
| Arrowstreet Capital history | 18.08K | $5.43M | 0.00% | Reduce |
| Principal Global Investors history | 13.34K | $4.01M | 0.00% | Reduce |
| Legal & General Investment Management America history | 4.45K | $1.34M | 0.00% | Add |
| Lazard Asset Management history | 2.72K | $817.22K | 0.00% | Reduce |
| Harris Associates (Oakmark) history | 533 | $160.14K | 0.00% | Hold |
| T. Rowe Price Associates history | 9.48K | $2.85K | 0.00% | Reduce |
Q1 2026 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Millennium Management history | 52.83M | $13.10B | 5.67% | Add |
| Bank of America Corp history | 41.60M | $10.32B | 0.76% | Reduce |
| Citadel Advisors history | 36.93M | $9.16B | 1.51% | Reduce |
| Citigroup Inc history | 34.23M | $8.49B | 3.71% | Add |
| Goldman Sachs Group history | 30.22M | $7.50B | 0.87% | Add |
| Morgan Stanley history | 29.76M | $7.38B | 0.46% | Add |
| Wells Fargo & Co history | 24.38M | $6.05B | 1.17% | Reduce |
| UBS Group AG history | 18.29M | $4.54B | 0.70% | Reduce |
| BlackRock Inc history | 11.32M | $2.81B | 0.05% | Reduce |
| Balyasny Asset Management history | 8.13M | $2.02B | 2.74% | Add |
| Northern Trust Corp history | 4.15M | $1.03B | 0.14% | Reduce |
| PNC Financial Services history | 3.19M | $790.49M | 0.46% | Add |
| Fidelity Management & Research (FMR) history | 2.93M | $727.61M | 0.04% | Add |
| CPP Investments history | 2.78M | $689.69M | 0.45% | Hold |
| BNY Mellon history | 1.90M | $472.33M | 0.09% | Reduce |
| Two Sigma Investments history | 1.28M | $317.93M | 0.27% | Add |
| Point72 Asset Management history | 1.24M | $306.67M | 0.41% | Reduce |
| Wellington Management Group history | 1.15M | $288.06M | 0.06% | Add |
| D. E. Shaw & Co history | 1.11M | $274.79M | 0.18% | Add |
| Davidson Kempner Capital Management history | 1.00M | $248.00M | 3.73% | Hold |
| Franklin Resources history | 629.54K | $156.13M | 0.04% | Add |
| Elliott Investment Management history | 500.00K | $124.00M | 0.62% | New |
| Deutsche Bank AG history | 322.03K | $79.86M | 0.03% | Add |
| Marshall Wace history | 314.30K | $77.95M | 0.08% | Reduce |
| AQR Capital Management history | 218.02K | $54.07M | 0.03% | Add |
| Prudential Financial history | 160.41K | $39.78M | 0.05% | Hold |
| Moore Capital Management history | 66.80K | $16.57M | 0.34% | Reduce |
| Arrowstreet Capital history | 36.63K | $9.08M | 0.01% | Add |
| Principal Global Investors history | 14.83K | $3.68M | 0.00% | Reduce |
| Lazard Asset Management history | 6.99K | $1.73M | 0.00% | Hold |
| Corvex Management history | 5.00K | $1.24M | 0.05% | New |
| Legal & General Investment Management America history | 2.90K | $719.05K | 0.00% | Add |
| Invesco Ltd history | 2.38K | $589.50K | 0.00% | Reduce |
| Harris Associates (Oakmark) history | 533 | $132.18K | 0.00% | Hold |
| T. Rowe Price Associates history | 16.32K | $4.05K | 0.00% | Reduce |
| First Eagle Investment Management history | 400.00K | $0 | — | New |
Q4 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Millennium Management history | 46.96M | $11.56B | 5.02% | Add |
| Bank of America Corp history | 43.75M | $10.77B | 0.80% | Reduce |
| Citadel Advisors history | 41.87M | $10.31B | 1.56% | Reduce |
| Citigroup Inc history | 28.09M | $6.91B | 3.15% | Reduce |
| Wells Fargo & Co history | 26.62M | $6.55B | 1.21% | Reduce |
| UBS Group AG history | 21.54M | $5.30B | 0.88% | Add |
| Goldman Sachs Group history | 20.19M | $4.97B | 0.62% | Reduce |
| Morgan Stanley history | 17.12M | $4.21B | 0.26% | Reduce |
| BlackRock Inc history | 12.32M | $3.03B | 0.05% | Add |
| Balyasny Asset Management history | 6.64M | $1.64B | 2.15% | Reduce |
| Northern Trust Corp history | 4.25M | $1.05B | 0.13% | Add |
| JPMorgan Chase & Co history | 4.09M | $1.01B | 0.14% | Reduce |
| PNC Financial Services history | 2.99M | $736.09M | 0.40% | Hold |
| CPP Investments history | 2.78M | $684.57M | 0.46% | Hold |
| Fidelity Management & Research (FMR) history | 2.19M | $539.79M | 0.03% | Add |
| Point72 Asset Management history | 2.12M | $521.68M | 0.61% | Add |
| BNY Mellon history | 1.95M | $479.66M | 0.09% | Hold |
| Marshall Wace history | 1.23M | $301.61M | 0.28% | Add |
| Wellington Management Group history | 984.59K | $256.58M | 0.05% | Reduce |
| Davidson Kempner Capital Management history | 1.00M | $246.16M | 4.18% | Add |
| D. E. Shaw & Co history | 658.36K | $162.06M | 0.10% | Add |
| Franklin Resources history | 618.00K | $152.13M | 0.04% | Reduce |
| Moore Capital Management history | 600.00K | $147.70M | 2.15% | Reduce |
| Deutsche Bank AG history | 236.29K | $58.16M | 0.02% | Reduce |
| Two Sigma Investments history | 188.10K | $46.30M | 0.07% | Reduce |
| Alkeon Capital Management history | 179.50K | $44.19M | 0.07% | New |
| AQR Capital Management history | 178.13K | $43.85M | 0.02% | Add |
| Prudential Financial history | 159.80K | $39.64M | 0.05% | Reduce |
| Vanguard Group history | 45.91K | $11.30M | 0.00% | Add |
| Arrowstreet Capital history | 32.09K | $7.90M | 0.01% | Reduce |
| Principal Global Investors history | 24.15K | $5.94M | 0.00% | Add |
| Invesco Ltd history | 18.99K | $4.67M | 0.00% | New |
| Lazard Asset Management history | 6.99K | $1.72M | 0.00% | Reduce |
| Legal & General Investment Management America history | 2.00K | $492.38K | 0.00% | Reduce |
| Harris Associates (Oakmark) history | 533 | $131.20K | 0.00% | Hold |
| T. Rowe Price Associates history | 22.40K | $5.51K | 0.00% | Add |
Q3 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 97.48M | $23.59B | 1.63% | Add |
| Citadel Advisors history | 47.44M | $11.48B | 1.78% | Reduce |
| Millennium Management history | 45.93M | $11.11B | 4.92% | Add |
| Goldman Sachs Group history | 37.54M | $9.08B | 1.14% | Reduce |
| Wells Fargo & Co history | 33.58M | $8.12B | 1.57% | Reduce |
| Citigroup Inc history | 30.96M | $7.49B | 3.44% | Reduce |
| UBS Group AG history | 19.77M | $4.78B | 0.77% | Reduce |
| Morgan Stanley history | 18.15M | $4.39B | 0.27% | Reduce |
| BlackRock Inc history | 10.55M | $2.55B | 0.05% | Reduce |
| Balyasny Asset Management history | 8.90M | $2.15B | 2.80% | Add |
| JPMorgan Chase & Co history | 7.75M | $1.87B | 0.24% | Reduce |
| Northern Trust Corp history | 4.12M | $997.34M | 0.13% | Reduce |
| PNC Financial Services history | 2.99M | $723.69M | 0.44% | Hold |
| CPP Investments history | 2.78M | $672.89M | 0.47% | Reduce |
| Fidelity Management & Research (FMR) history | 2.17M | $526.09M | 0.03% | Reduce |
| BNY Mellon history | 1.95M | $472.36M | 0.09% | Reduce |
| Wellington Management Group history | 1.26M | $313.89M | 0.06% | Add |
| Moore Capital Management history | 1.14M | $274.66M | 3.82% | Reduce |
| Point72 Asset Management history | 1.06M | $255.68M | 0.45% | Add |
| Marshall Wace history | 717.63K | $173.64M | 0.18% | Reduce |
| Franklin Resources history | 694.49K | $168.04M | 0.04% | Add |
| Davidson Kempner Capital Management history | 650.00K | $157.27M | 3.19% | Reduce |
| Deutsche Bank AG history | 238.41K | $57.68M | 0.02% | Reduce |
| D. E. Shaw & Co history | 238.18K | $57.63M | 0.04% | Reduce |
| Two Sigma Investments history | 217.80K | $52.70M | 0.08% | Reduce |
| Prudential Financial history | 175.65K | $42.50M | 0.05% | Reduce |
| AQR Capital Management history | 163.95K | $39.67M | 0.03% | Add |
| Arrowstreet Capital history | 143.48K | $34.72M | 0.02% | Add |
| Lazard Asset Management history | 106.99K | $25.89M | 0.04% | Add |
| Vanguard Group history | 45.40K | $10.99M | 0.00% | Hold |
| Amundi US history | 30.25K | $7.47M | 0.00% | New |
| Principal Global Investors history | 17.17K | $4.15M | 0.00% | Reduce |
| Manulife Financial history | 7.57K | $1.83M | 0.00% | New |
| Legal & General Investment Management America history | 4.07K | $984.07K | 0.00% | Reduce |
| Harris Associates (Oakmark) history | 533 | $128.97K | 0.00% | Reduce |
| T. Rowe Price Associates history | 11.94K | $2.89K | 0.00% | Add |
Q2 2025 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 91.99M | $19.85B | 1.48% | Reduce |
| Goldman Sachs Group history | 60.51M | $13.06B | 1.81% | Add |
| Citadel Advisors history | 54.47M | $11.76B | 2.07% | Reduce |
| Wells Fargo & Co history | 36.87M | $7.96B | 1.68% | Add |
| Millennium Management history | 33.64M | $7.26B | 3.61% | Reduce |
| Citigroup Inc history | 31.26M | $6.75B | 3.41% | Reduce |
| UBS Group AG history | 24.78M | $5.35B | 0.95% | Add |
| Morgan Stanley history | 20.86M | $4.50B | 0.30% | Reduce |
| BlackRock Inc history | 12.40M | $2.68B | 0.05% | Add |
| JPMorgan Chase & Co history | 8.18M | $1.76B | 0.25% | Add |
| Balyasny Asset Management history | 8.17M | $1.76B | 2.69% | Add |
| Northern Trust Corp history | 4.17M | $899.30M | 0.12% | Add |
| D. E. Shaw & Co history | 3.39M | $731.73M | 0.56% | Add |
| CPP Investments history | 3.01M | $649.53M | 0.56% | Hold |
| PNC Financial Services history | 3.00M | $646.42M | 0.42% | Reduce |
| Moore Capital Management history | 2.56M | $551.58M | 6.99% | Reduce |
| Fidelity Management & Research (FMR) history | 2.26M | $488.41M | 0.03% | Add |
| BNY Mellon history | 1.98M | $427.44M | 0.08% | Add |
| Soros Fund Management history | 1.35M | $291.32M | 4.06% | Add |
| Elliott Investment Management history | 1.00M | $215.79M | 1.23% | Add |
| Wellington Management Group history | 1.01M | $215.12M | 0.04% | Reduce |
| Davidson Kempner Capital Management history | 898.00K | $193.78M | 3.62% | Add |
| Marshall Wace history | 742.00K | $160.12M | 0.18% | Reduce |
| Franklin Resources history | 682.46K | $147.27M | 0.04% | Reduce |
| Two Sigma Investments history | 677.61K | $146.22M | 0.27% | New |
| Point72 Asset Management history | 355.10K | $76.63M | 0.16% | Reduce |
| Deutsche Bank AG history | 260.03K | $56.11M | 0.02% | Reduce |
| Prudential Financial history | 184.17K | $39.74M | 0.05% | Add |
| AQR Capital Management history | 125.18K | $27.01M | 0.02% | Add |
| Vanguard Group history | 45.41K | $9.80M | 0.00% | Add |
| Arrowstreet Capital history | 28.88K | $6.23M | 0.00% | Reduce |
| Royce & Associates history | 21.00K | $4.53M | 0.05% | Add |
| Principal Global Investors history | 18.45K | $3.98M | 0.00% | Add |
| Legal & General Investment Management America history | 7.27K | $1.57M | 0.00% | Reduce |
| Corvex Management history | 5.00K | $1.08M | 0.05% | Reduce |
| Harris Associates (Oakmark) history | 783 | $168.89K | 0.00% | Add |
| T. Rowe Price Associates history | 8.28K | $1.79K | 0.00% | Reduce |
| Lazard Asset Management history | 7.04K | $1.52K | 0.00% | Reduce |
Q1 2025 — 41 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 97.80M | $19.51B | 1.60% | Add |
| Citadel Advisors history | 61.86M | $12.34B | 2.35% | Add |
| Goldman Sachs Group history | 51.27M | $10.23B | 1.68% | Add |
| Millennium Management history | 37.12M | $7.41B | 4.08% | Reduce |
| Wells Fargo & Co history | 35.12M | $7.01B | 1.62% | Add |
| Citigroup Inc history | 32.05M | $6.39B | 3.38% | Add |
| Morgan Stanley history | 23.24M | $4.64B | 0.34% | Add |
| UBS Group AG history | 21.96M | $4.38B | 0.83% | Add |
| BlackRock Inc history | 10.58M | $2.11B | 0.05% | Add |
| Balyasny Asset Management history | 8.03M | $1.60B | 2.68% | Reduce |
| JPMorgan Chase & Co history | 6.04M | $1.21B | 0.19% | Add |
| Northern Trust Corp history | 4.05M | $808.71M | 0.12% | Add |
| PNC Financial Services history | 3.05M | $609.32M | 0.32% | Reduce |
| Moore Capital Management history | 3.05M | $608.82M | 12.93% | Add |
| CPP Investments history | 3.01M | $600.46M | 0.58% | Add |
| Fidelity Management & Research (FMR) history | 2.03M | $405.85M | 0.03% | Add |
| BNY Mellon history | 1.93M | $385.58M | 0.08% | Reduce |
| Wellington Management Group history | 1.10M | $219.14M | 0.04% | Add |
| Marshall Wace history | 1.07M | $213.29M | 0.27% | Reduce |
| Point72 Asset Management history | 1.03M | $205.39M | 0.49% | Reduce |
| Franklin Resources history | 749.90K | $149.60M | 0.04% | Reduce |
| Davidson Kempner Capital Management history | 500.00K | $99.75M | 2.34% | Add |
| Elliott Investment Management history | 500.00K | $99.75M | 0.66% | New |
| Deutsche Bank AG history | 268.33K | $53.53M | 0.02% | Reduce |
| Corvex Management history | 257.50K | $51.37M | 1.95% | New |
| Soros Fund Management history | 250.00K | $49.87M | 0.85% | Reduce |
| D. E. Shaw & Co history | 170.80K | $34.07M | 0.03% | Add |
| Prudential Financial history | 169.20K | $33.75M | 0.05% | Add |
| AQR Capital Management history | 121.73K | $24.28M | 0.03% | Add |
| Renaissance Technologies history | 65.30K | $13.03M | 0.02% | New |
| Vanguard Group history | 44.93K | $8.96M | 0.00% | Reduce |
| Arrowstreet Capital history | 29.18K | $5.82M | 0.01% | Add |
| Royce & Associates history | 19.70K | $3.93M | 0.04% | Hold |
| Principal Global Investors history | 17.02K | $3.40M | 0.00% | Reduce |
| Legal & General Investment Management America history | 12.67K | $2.53M | 0.00% | Add |
| Polen Capital Management history | 10.36K | $2.07M | 0.01% | Add |
| Invesco Ltd history | 3.33K | $663.90K | 0.00% | Reduce |
| Harris Associates (Oakmark) history | 533 | $106.33K | 0.00% | New |
| Amundi US history | 195 | $36.98K | 0.00% | Reduce |
| Lazard Asset Management history | 17.39K | $3.47K | 0.01% | Add |
| T. Rowe Price Associates history | 9.29K | $1.85K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 3.37M sh · $1.01B
- Manulife Financial 44.07K sh · $13.24M
Fully Exited (vs previous quarter)
- Corvex Management sold 5.00K sh · $1.24M
- Invesco Ltd sold 2.38K sh · $589.50K
- First Eagle Investment Management sold 400.00K sh · $0
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Millennium Management | 48.29M | 52.83M | 46.96M | 45.93M | 33.64M | 37.12M | 40.66M | 44.80M | 46.63M | 59.88M | 56.78M | 48.22M | 57.41M | 62.44M | 41.19M | 48.50M | 44.80M | 35.85M | 29.95M | 23.44M |
| Citadel Advisors | 42.25M | 36.93M | 41.87M | 47.44M | 54.47M | 61.86M | 53.70M | 65.03M | 68.26M | 78.53M | 76.57M | 73.95M | 79.50M | 74.74M | 59.35M | 62.31M | 41.44M | 27.44M | 38.68M | 34.44M |
| Bank of America Corp | 35.58M | 41.60M | 43.75M | 97.48M | 91.99M | 97.80M | 70.72M | 75.48M | 62.16M | 68.50M | 69.96M | 73.05M | 90.06M | 88.46M | 60.89M | 62.53M | 53.17M | 58.97M | 52.44M | 62.24M |
| Citigroup Inc | 29.58M | 34.23M | 28.09M | 30.96M | 31.26M | 32.05M | 29.93M | 38.06M | 36.30M | 45.93M | 49.43M | 56.27M | 53.84M | 68.08M | 51.35M | 65.39M | 57.06M | 45.71M | 43.62M | 24.78M |
| Wells Fargo & Co | 27.95M | 24.38M | 26.62M | 33.58M | 36.87M | 35.12M | 33.49M | 47.09M | 40.68M | 44.95M | 52.76M | 36.15M | 43.36M | 52.68M | 44.07M | 49.19M | 36.26M | 25.16M | 27.15M | 29.15M |
| Goldman Sachs Group | 25.71M | 30.22M | 20.19M | 37.54M | 60.51M | 51.27M | 34.50M | 35.28M | 31.94M | 55.46M | 57.57M | 58.56M | 67.69M | 54.44M | 43.89M | 52.63M | 45.23M | 50.41M | 48.37M | 49.20M |
| Morgan Stanley | 18.69M | 29.76M | 17.12M | 18.15M | 20.86M | 23.24M | 19.54M | 18.12M | 18.27M | 16.45M | 22.96M | 19.63M | 14.57M | 13.12M | 13.07M | 23.09M | 21.22M | 16.79M | 18.03M | 16.46M |
| UBS Group AG | 15.76M | 18.29M | 21.54M | 19.77M | 24.78M | 21.96M | 20.63M | 33.38M | 34.60M | 37.27M | 36.77M | 32.30M | 26.66M | 18.89M | 14.53M | 22.63M | 17.05M | 19.90M | 22.81M | 28.37M |
| BlackRock Inc | 10.85M | 11.32M | 12.32M | 10.55M | 12.40M | 10.58M | 9.57M | 8.90M | — | — | — | — | — | — | — | — | — | — | — | — |
| Balyasny Asset Management | 5.06M | 8.13M | 6.64M | 8.90M | 8.17M | 8.03M | 9.60M | 10.90M | 12.80M | 9.89M | 9.13M | 7.46M | 6.58M | 3.61M | 2.72M | 2.13M | 2.40M | 1.68M | 1.73M | 505.00K |
| Northern Trust Corp | 4.15M | 4.15M | 4.25M | 4.12M | 4.17M | 4.05M | 4.02M | 3.81M | 3.80M | 3.78M | 3.80M | 3.71M | 3.74M | 3.80M | 3.88M | 3.89M | 3.96M | 4.02M | 3.98M | 3.75M |
| JPMorgan Chase & Co | 3.37M | — | 4.09M | 7.75M | 8.18M | 6.04M | 3.78M | 4.31M | 2.87M | 6.01M | 4.15M | 7.22M | 8.13M | 9.62M | 2.71M | 5.34M | 5.86M | 4.40M | 3.77M | 5.92M |
| PNC Financial Services | 3.33M | 3.19M | 2.99M | 2.99M | 3.00M | 3.05M | 3.13M | 3.13M | 3.14M | 3.25M | 3.28M | 3.41M | 3.47M | 3.55M | 3.59M | 3.64M | 3.63M | 3.70M | 3.75M | 3.59M |
| Wellington Management Group | 3.16M | 1.15M | 984.59K | 1.26M | 1.01M | 1.10M | 713.44K | 1.56M | 1.02M | 869.93K | 1.36M | 1.05M | 1.64M | 1.48M | 1.57M | 1.49M | 1.12M | 1.46M | 1.34M | 1.32M |
| Davidson Kempner Capital Management | 2.92M | 1.00M | 1.00M | 650.00K | 898.00K | 500.00K | 55.00K | — | 134.50K | — | 372.60K | 372.60K | 372.60K | 289.30K | — | — | 150.00K | 400.00K | — | 14.08K |
| CPP Investments | 2.78M | 2.78M | 2.78M | 2.78M | 3.01M | 3.01M | 1.72M | 1.72M | 1.72M | 1.72M | 1.72M | 1.72M | 1.72M | 1.72M | 1.85M | 1.85M | 1.85M | 1.72M | 2.17M | 2.02M |
| Fidelity Management & Research (FMR) | 2.61M | 2.93M | 2.19M | 2.17M | 2.26M | 2.03M | 1.89M | 1.88M | 2.49M | 2.59M | 1.93M | 2.03M | 2.17M | 2.39M | 2.49M | 2.72M | 2.66M | 2.74M | 2.36M | 2.26M |
| Point72 Asset Management | 2.02M | 1.24M | 2.12M | 1.06M | 355.10K | 1.03M | 1.36M | 1.56M | 1.05M | 3.69M | 430.20K | 374.00K | 354.10K | 997.30K | 130.00K | 160.05K | 316.00K | 525.00K | 35.00K | 420.87K |
| BNY Mellon | 1.87M | 1.90M | 1.95M | 1.95M | 1.98M | 1.93M | 2.00M | 1.97M | 2.19M | 2.08M | 2.27M | 2.33M | 2.29M | 2.21M | 2.23M | 2.22M | 2.33M | 2.53M | 2.74M | 2.55M |
| Two Sigma Investments | 1.46M | 1.28M | 188.10K | 217.80K | 677.61K | — | 3.60K | 270.59K | 124.05K | 928.12K | 968.04K | 5.05K | 1.39M | 94.10K | 16.98K | 15.79K | 6.80K | 204.44K | 113.07K | 62.98K |
▲ 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