JOE — ST JOE CO
Reported value held$1.15B
Funds holding (latest)42
SectorReal Estate
Funds holding (Q2 2026)36
Institutional value$764.31M · 12.26M sh
New / Add / Cut / Exit3 / 19 / 10 / 2
Top-5 / Top-10 concentration73.5% / 86.2%
Institutional holdings change
Reducing -1.4%
(-179.21K sh)
Institutional value change
Down -1.7%
As of Q2 2026, 36 SEC-registered investment managers reported holding JOE (ST JOE CO) in their latest 13F filings, with a combined reported value of $764.31M across 12.26M shares. That is -1.4% by share count (-179.21K shares) versus the previous quarter, while reported value moved -1.7%. Ownership is concentrated: the five largest holders account for 73.5% of reported value and the top ten for 86.2%.
Compared with the prior quarter, 3 opened new positions, 19 added to existing stakes, 10 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
JOE is classified in the Real Estate 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 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 6.15M | $385.05M | 0.01% | Add |
| Geode Capital Management history | 1.20M | $75.07M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 651.35K | $40.79M | 0.00% | Hold |
| Morgan Stanley history | 492.86K | $30.87M | 0.00% | Add |
| Northern Trust Corp history | 477.97K | $29.94M | 0.00% | Add |
| Invesco Ltd history | 402.76K | $25.22M | 0.00% | Add |
| Charles Schwab Investment Management history | 370.42K | $23.20M | 0.00% | Hold |
| BNY Mellon history | 308.82K | $19.34M | 0.00% | Add |
| AQR Capital Management history | 246.53K | $15.44M | 0.01% | Add |
| Principal Global Investors history | 224.21K | $14.04M | 0.01% | Add |
| Goldman Sachs Group history | 203.14K | $12.72M | 0.00% | Reduce |
| Bank of America Corp history | 188.36K | $11.80M | 0.00% | Reduce |
| PSP Investments history | 154.76K | $9.69M | 0.03% | Add |
| Prudential Financial history | 136.75K | $8.56M | 0.01% | Reduce |
| Point72 Asset Management history | 125.29K | $7.85M | 0.03% | Add |
| Two Sigma Investments history | 121.65K | $7.62M | 0.01% | Reduce |
| Legal & General Investment Management America history | 115.55K | $7.24M | 0.00% | Hold |
| JPMorgan Chase & Co history | 94.55K | $6.08M | 0.00% | New |
| Royce & Associates history | 78.80K | $4.94M | 0.04% | Hold |
| Wells Fargo & Co history | 69.94K | $4.38M | 0.00% | Add |
| UBS Group AG history | 68.50K | $4.29M | 0.00% | Add |
| Millennium Management history | 53.30K | $3.34M | 0.00% | Add |
| Deutsche Bank AG history | 41.83K | $2.62M | 0.00% | Reduce |
| D. E. Shaw & Co history | 34.02K | $2.13M | 0.00% | Reduce |
| Lazard Asset Management history | 32.30K | $2.02M | 0.00% | Add |
| Citigroup Inc history | 27.87K | $1.75M | 0.00% | Add |
| Renaissance Technologies history | 24.12K | $1.51M | 0.00% | Reduce |
| Norges Bank Investment Management history | 21.40K | $1.34M | 0.00% | New |
| Manulife Financial history | 21.21K | $1.33M | 0.00% | Add |
| Citadel Advisors history | 19.40K | $1.22M | 0.00% | Reduce |
| CPP Investments history | 13.70K | $858.03K | 0.00% | Add |
| Arrowstreet Capital history | 12.72K | $796.72K | 0.00% | Reduce |
| Franklin Resources history | 11.05K | $692.37K | 0.00% | Reduce |
| Bridgewater Associates history | 6.46K | $404.65K | 0.00% | New |
| PNC Financial Services history | 2.71K | $169.91K | 0.00% | Add |
| T. Rowe Price Associates history | 58.78K | $3.68K | 0.00% | Add |
Q1 2026 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.98M | $375.70M | 0.01% | Hold |
| Geode Capital Management history | 1.02M | $63.90M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 651.70K | $40.93M | 0.00% | Reduce |
| Capital Research Global Investors history | 513.70K | $32.26M | 0.01% | Reduce |
| Morgan Stanley history | 462.14K | $29.02M | 0.00% | Add |
| Northern Trust Corp history | 453.61K | $28.49M | 0.00% | Add |
| Charles Schwab Investment Management history | 370.40K | $23.26M | 0.00% | Add |
| Invesco Ltd history | 350.45K | $22.01M | 0.00% | Add |
| BNY Mellon history | 303.59K | $19.07M | 0.00% | Reduce |
| Goldman Sachs Group history | 249.45K | $15.67M | 0.00% | Add |
| AQR Capital Management history | 229.43K | $14.41M | 0.01% | Add |
| Bank of America Corp history | 227.59K | $14.29M | 0.00% | Reduce |
| Principal Global Investors history | 222.89K | $14.00M | 0.01% | Add |
| Two Sigma Investments history | 167.71K | $10.53M | 0.01% | Add |
| Prudential Financial history | 163.28K | $10.25M | 0.01% | Add |
| Janus Henderson Group history | 153.12K | $9.62M | 0.01% | Add |
| PSP Investments history | 152.58K | $9.58M | 0.03% | Reduce |
| Legal & General Investment Management America history | 114.99K | $7.22M | 0.00% | Reduce |
| Citadel Advisors history | 90.57K | $5.69M | 0.00% | Reduce |
| Royce & Associates history | 78.80K | $4.95M | 0.05% | Hold |
| UBS Group AG history | 61.39K | $3.86M | 0.00% | Add |
| Renaissance Technologies history | 54.90K | $3.45M | 0.01% | Add |
| Point72 Asset Management history | 48.95K | $3.07M | 0.00% | Reduce |
| Wells Fargo & Co history | 47.61K | $2.99M | 0.00% | Reduce |
| Deutsche Bank AG history | 43.88K | $2.76M | 0.00% | Reduce |
| D. E. Shaw & Co history | 42.37K | $2.66M | 0.00% | Add |
| Lazard Asset Management history | 31.36K | $1.97M | 0.00% | Add |
| Millennium Management history | 19.88K | $1.25M | 0.00% | Add |
| Franklin Resources history | 18.73K | $1.18M | 0.00% | Add |
| Manulife Financial history | 18.12K | $1.14M | 0.00% | Reduce |
| Citigroup Inc history | 18.06K | $1.13M | 0.00% | Add |
| Arrowstreet Capital history | 13.80K | $866.51K | 0.00% | Add |
| CPP Investments history | 7.30K | $458.44K | 0.00% | Hold |
| PNC Financial Services history | 2.69K | $169.00K | 0.00% | Add |
| T. Rowe Price Associates history | 53.90K | $3.39K | 0.00% | Add |
Q4 2025 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 6.00M | $356.28M | 0.01% | Hold |
| Vanguard Group history | 5.72M | $339.44M | 0.01% | Reduce |
| Geode Capital Management history | 994.96K | $59.08M | 0.00% | Add |
| Capital Research Global Investors history | 823.70K | $48.90M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 668.47K | $39.69M | 0.00% | Reduce |
| Northern Trust Corp history | 412.45K | $24.49M | 0.00% | Reduce |
| Morgan Stanley history | 396.10K | $23.52M | 0.00% | Add |
| Charles Schwab Investment Management history | 364.01K | $21.61M | 0.00% | Add |
| BNY Mellon history | 310.12K | $18.41M | 0.00% | Reduce |
| Bank of America Corp history | 238.93K | $14.19M | 0.00% | Add |
| Principal Global Investors history | 190.43K | $11.31M | 0.01% | Reduce |
| Goldman Sachs Group history | 189.21K | $11.23M | 0.00% | Reduce |
| AQR Capital Management history | 187.10K | $11.11M | 0.01% | Reduce |
| PSP Investments history | 174.99K | $10.39M | 0.04% | Add |
| Invesco Ltd history | 169.19K | $10.04M | 0.00% | Add |
| Janus Henderson Group history | 139.95K | $8.31M | 0.00% | Add |
| Two Sigma Investments history | 128.35K | $7.62M | 0.01% | Add |
| Legal & General Investment Management America history | 122.68K | $7.28M | 0.00% | Add |
| Citadel Advisors history | 117.16K | $6.96M | 0.00% | Add |
| JPMorgan Chase & Co history | 92.80K | $5.51M | 0.00% | Reduce |
| Point72 Asset Management history | 87.08K | $5.17M | 0.01% | Add |
| Royce & Associates history | 78.80K | $4.68M | 0.05% | Hold |
| Prudential Financial history | 75.25K | $4.47M | 0.01% | Add |
| Wells Fargo & Co history | 68.86K | $4.09M | 0.00% | Add |
| Deutsche Bank AG history | 50.37K | $2.99M | 0.00% | Add |
| UBS Group AG history | 39.99K | $2.37M | 0.00% | Reduce |
| Lazard Asset Management history | 28.09K | $1.67M | 0.00% | Add |
| Manulife Financial history | 18.46K | $1.10M | 0.00% | Reduce |
| Franklin Resources history | 15.69K | $931.58K | 0.00% | Add |
| Millennium Management history | 15.36K | $911.92K | 0.00% | Add |
| Arrowstreet Capital history | 11.00K | $653.07K | 0.00% | Reduce |
| Citigroup Inc history | 10.73K | $636.80K | 0.00% | Reduce |
| D. E. Shaw & Co history | 10.61K | $629.80K | 0.00% | Reduce |
| Renaissance Technologies history | 8.90K | $528.39K | 0.00% | New |
| CPP Investments history | 7.30K | $433.40K | 0.00% | New |
| Bridgewater Associates history | 3.55K | $210.65K | 0.00% | New |
| PNC Financial Services history | 2.67K | $158.81K | 0.00% | Reduce |
| T. Rowe Price Associates history | 45.60K | $2.71K | 0.00% | Add |
Q3 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.98M | $295.87M | 0.01% | Reduce |
| Vanguard Group history | 5.96M | $294.87M | 0.00% | Add |
| Geode Capital Management history | 983.34K | $48.66M | 0.00% | Add |
| Capital Research Global Investors history | 930.22K | $46.03M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 717.80K | $35.52M | 0.00% | Reduce |
| Northern Trust Corp history | 455.75K | $22.55M | 0.00% | Add |
| Morgan Stanley history | 365.86K | $18.10M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 361.00K | $17.86M | 0.00% | Add |
| BNY Mellon history | 336.10K | $16.63M | 0.00% | Hold |
| Goldman Sachs Group history | 278.45K | $13.78M | 0.00% | Add |
| Bank of America Corp history | 214.02K | $10.59M | 0.00% | Add |
| AQR Capital Management history | 209.19K | $10.35M | 0.01% | Add |
| Principal Global Investors history | 193.06K | $9.55M | 0.01% | Add |
| PSP Investments history | 155.89K | $7.71M | 0.03% | Add |
| JPMorgan Chase & Co history | 138.12K | $6.83M | 0.00% | Reduce |
| Invesco Ltd history | 114.59K | $5.67M | 0.00% | Reduce |
| Legal & General Investment Management America history | 105.85K | $5.24M | 0.00% | Reduce |
| Citadel Advisors history | 101.09K | $5.00M | 0.00% | Add |
| UBS Group AG history | 98.59K | $4.88M | 0.00% | Reduce |
| Royce & Associates history | 78.80K | $3.90M | 0.04% | Hold |
| Two Sigma Investments history | 76.27K | $3.77M | 0.01% | Reduce |
| Wells Fargo & Co history | 53.68K | $2.66M | 0.00% | Add |
| Marshall Wace history | 47.24K | $2.34M | 0.00% | New |
| Arrowstreet Capital history | 42.91K | $2.12M | 0.00% | Reduce |
| Prudential Financial history | 40.80K | $2.02M | 0.00% | Add |
| Deutsche Bank AG history | 29.51K | $1.46M | 0.00% | Reduce |
| Lazard Asset Management history | 27.07K | $1.34M | 0.00% | Add |
| Manulife Financial history | 19.46K | $962.93K | 0.00% | Reduce |
| Janus Henderson Group history | 18.21K | $901.14K | 0.00% | Hold |
| Citigroup Inc history | 15.01K | $742.45K | 0.00% | Reduce |
| D. E. Shaw & Co history | 12.41K | $614.05K | 0.00% | Reduce |
| Millennium Management history | 11.71K | $579.31K | 0.00% | Reduce |
| Franklin Resources history | 10.33K | $511.23K | 0.00% | Add |
| Point72 Asset Management history | 8.53K | $422.12K | 0.00% | New |
| PNC Financial Services history | 2.83K | $140.21K | 0.00% | Add |
| T. Rowe Price Associates history | 43.12K | $2.13K | 0.00% | Add |
Q2 2025 — 46 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 6.05M | $288.71M | 0.01% | Reduce |
| BlackRock Inc history | 6.05M | $288.71M | 0.01% | Reduce |
| Vanguard Group history | 5.78M | $275.68M | 0.00% | Reduce |
| Capital Research Global Investors history | 1.10M | $52.51M | 0.01% | Add |
| Geode Capital Management history | 957.10K | $45.66M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 728.91K | $34.77M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 728.91K | $34.77M | 0.00% | Reduce |
| Morgan Stanley history | 455.88K | $21.75M | 0.00% | Reduce |
| Morgan Stanley history | 455.88K | $21.75M | 0.00% | Reduce |
| Northern Trust Corp history | 431.13K | $20.57M | 0.00% | Hold |
| Charles Schwab Investment Management history | 345.55K | $16.48M | 0.00% | Reduce |
| BNY Mellon history | 335.78K | $16.02M | 0.00% | Hold |
| Bank of America Corp history | 211.93K | $10.11M | 0.00% | Add |
| AQR Capital Management history | 194.66K | $9.29M | 0.01% | Add |
| Principal Global Investors history | 187.76K | $8.96M | 0.01% | Reduce |
| Two Sigma Investments history | 172.33K | $8.22M | 0.01% | Add |
| Two Sigma Investments history | 172.33K | $8.22M | 0.01% | Add |
| Goldman Sachs Group history | 159.55K | $7.61M | 0.00% | Reduce |
| Goldman Sachs Group history | 159.55K | $7.61M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 141.20K | $6.74M | 0.00% | Add |
| JPMorgan Chase & Co history | 141.20K | $6.74M | 0.00% | Add |
| PSP Investments history | 129.26K | $6.17M | 0.03% | Add |
| Invesco Ltd history | 120.56K | $5.75M | 0.00% | Add |
| UBS Group AG history | 109.40K | $5.22M | 0.00% | Reduce |
| Legal & General Investment Management America history | 108.97K | $5.20M | 0.00% | Reduce |
| Citadel Advisors history | 89.09K | $4.25M | 0.00% | Reduce |
| Citadel Advisors history | 89.09K | $4.25M | 0.00% | Reduce |
| D. E. Shaw & Co history | 79.90K | $3.81M | 0.00% | Reduce |
| Royce & Associates history | 78.80K | $3.76M | 0.04% | Hold |
| Deutsche Bank AG history | 64.41K | $3.07M | 0.00% | Reduce |
| Deutsche Bank AG history | 64.41K | $3.07M | 0.00% | Reduce |
| Wells Fargo & Co history | 48.85K | $2.33M | 0.00% | Reduce |
| Arrowstreet Capital history | 44.81K | $2.14M | 0.00% | Add |
| Prudential Financial history | 39.78K | $1.90M | 0.00% | Add |
| Citigroup Inc history | 37.59K | $1.79M | 0.00% | Reduce |
| Norges Bank Investment Management history | 22.97K | $1.10M | 0.00% | Reduce |
| Norges Bank Investment Management history | 22.97K | $1.10M | 0.00% | Reduce |
| Manulife Financial history | 20.85K | $994.69K | 0.00% | Reduce |
| Janus Henderson Group history | 18.21K | $868.90K | 0.00% | Reduce |
| Millennium Management history | 15.42K | $735.44K | 0.00% | Reduce |
| Renaissance Technologies history | 9.00K | $429.30K | 0.00% | Reduce |
| Renaissance Technologies history | 9.00K | $429.30K | 0.00% | Reduce |
| Franklin Resources history | 8.20K | $391.19K | 0.00% | Hold |
| PNC Financial Services history | 2.71K | $129.27K | 0.00% | Reduce |
| T. Rowe Price Associates history | 41.47K | $1.98K | 0.00% | Add |
| Lazard Asset Management history | 770 | $36 | 0.00% | Hold |
Q1 2025 — 47 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 6.32M | $296.51M | 0.01% | Reduce |
| BlackRock Inc history | 6.32M | $296.51M | 0.01% | Reduce |
| Vanguard Group history | 6.13M | $288.00M | 0.01% | Reduce |
| Geode Capital Management history | 933.78K | $43.85M | 0.00% | Add |
| Capital Research Global Investors history | 778.53K | $36.55M | 0.01% | New |
| Fidelity Management & Research (FMR) history | 763.72K | $35.86M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 763.72K | $35.86M | 0.00% | Reduce |
| Morgan Stanley history | 498.22K | $23.39M | 0.00% | Reduce |
| Morgan Stanley history | 498.22K | $23.39M | 0.00% | Reduce |
| Northern Trust Corp history | 432.72K | $20.32M | 0.00% | Hold |
| Charles Schwab Investment Management history | 371.10K | $17.42M | 0.00% | Add |
| BNY Mellon history | 337.07K | $15.83M | 0.00% | Reduce |
| Goldman Sachs Group history | 191.89K | $9.01M | 0.00% | Reduce |
| Goldman Sachs Group history | 191.89K | $9.01M | 0.00% | Reduce |
| Principal Global Investors history | 189.39K | $8.89M | 0.01% | Add |
| Bank of America Corp history | 174.76K | $8.21M | 0.00% | Reduce |
| D. E. Shaw & Co history | 151.91K | $7.13M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 133.46K | $6.27M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 133.46K | $6.27M | 0.00% | Reduce |
| Millennium Management history | 127.52K | $5.99M | 0.00% | Reduce |
| Citadel Advisors history | 123.94K | $5.82M | 0.00% | Reduce |
| Citadel Advisors history | 123.94K | $5.82M | 0.00% | Reduce |
| PSP Investments history | 120.37K | $5.65M | 0.02% | Add |
| UBS Group AG history | 115.31K | $5.41M | 0.00% | Reduce |
| Invesco Ltd history | 114.89K | $5.39M | 0.00% | Add |
| Legal & General Investment Management America history | 110.61K | $5.19M | 0.00% | Reduce |
| Royce & Associates history | 78.80K | $3.70M | 0.04% | Hold |
| AQR Capital Management history | 76.08K | $3.57M | 0.00% | Add |
| Two Sigma Investments history | 67.67K | $3.18M | 0.01% | New |
| Two Sigma Investments history | 67.67K | $3.18M | 0.01% | New |
| Deutsche Bank AG history | 66.83K | $3.14M | 0.00% | Reduce |
| Deutsche Bank AG history | 66.83K | $3.14M | 0.00% | Reduce |
| Wells Fargo & Co history | 64.71K | $3.04M | 0.00% | Reduce |
| Citigroup Inc history | 54.73K | $2.57M | 0.00% | Add |
| Arrowstreet Capital history | 41.32K | $1.94M | 0.00% | Add |
| Janus Henderson Group history | 39.52K | $1.83M | 0.00% | Add |
| Prudential Financial history | 37.28K | $1.75M | 0.00% | Reduce |
| Marshall Wace history | 22.18K | $1.04M | 0.00% | Reduce |
| Manulife Financial history | 21.86K | $1.03M | 0.00% | Add |
| Renaissance Technologies history | 13.06K | $613.21K | 0.00% | Reduce |
| Renaissance Technologies history | 13.06K | $613.21K | 0.00% | Reduce |
| Franklin Resources history | 8.21K | $385.23K | 0.00% | Reduce |
| Point72 Asset Management history | 3.19K | $149.66K | 0.00% | Reduce |
| Point72 Asset Management history | 3.19K | $149.66K | 0.00% | Reduce |
| PNC Financial Services history | 2.74K | $128.64K | 0.00% | Add |
| T. Rowe Price Associates history | 36.75K | $1.73K | 0.00% | Add |
| Lazard Asset Management history | 770 | $36 | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 94.55K sh · $6.08M
- Norges Bank Investment Management 21.40K sh · $1.34M
- Bridgewater Associates 6.46K sh · $404.65K
Fully Exited (vs previous quarter)
- Capital Research Global Investors sold 513.70K sh · $32.26M
- Janus Henderson Group sold 153.12K sh · $9.62M
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 | 6.15M | 5.98M | 6.00M | 5.98M | 6.05M | 6.32M | 6.38M | 6.41M | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 1.20M | 1.02M | 994.96K | 983.34K | 957.10K | 933.78K | 906.67K | 898.64K | 874.66K | 833.87K | 806.97K | 768.84K | 722.09K | 708.19K | 678.74K | 653.93K | 645.84K | 649.98K | 637.47K | 638.29K |
| Fidelity Management & Research (FMR) | 651.35K | 651.70K | 668.47K | 717.80K | 728.91K | 763.72K | 812.37K | 1.12M | 1.18M | 2.27K | 2.08K | 1.91K | 1.83K | 1.80K | 1.53K | 1.20K | 985 | 1.39K | 250 | 150 |
| Morgan Stanley | 492.86K | 462.14K | 396.10K | 365.86K | 455.88K | 498.22K | 527.93K | 451.56K | 392.63K | 396.56K | 363.11K | 331.71K | 307.80K | 354.34K | 310.48K | 305.36K | 424.10K | 307.90K | 321.10K | 307.70K |
| Northern Trust Corp | 477.97K | 453.61K | 412.45K | 455.75K | 431.13K | 432.72K | 434.28K | 404.37K | 389.88K | 402.14K | 410.56K | 413.65K | 392.15K | 490.03K | 488.39K | 477.24K | 477.92K | 463.73K | 482.01K | 511.42K |
| Invesco Ltd | 402.76K | 350.45K | 169.19K | 114.59K | 120.56K | 114.89K | 62.28K | 86.12K | 108.89K | 101.50K | 163.90K | 150.10K | 145.39K | 132.28K | 74.03K | 87.56K | 77.54K | 120.34K | 134.37K | 112.83K |
| Charles Schwab Investment Management | 370.42K | 370.40K | 364.01K | 361.00K | 345.55K | 371.10K | 364.56K | 357.65K | 335.47K | 297.06K | 289.88K | 282.29K | 263.41K | 258.99K | 256.00K | 249.16K | 236.24K | 240.01K | 233.96K | 230.70K |
| BNY Mellon | 308.82K | 303.59K | 310.12K | 336.10K | 335.78K | 337.07K | 347.93K | 331.42K | 351.32K | 340.21K | 354.52K | 346.59K | 348.60K | 350.15K | 354.31K | 332.63K | 319.52K | 341.73K | 326.31K | 342.21K |
| AQR Capital Management | 246.53K | 229.43K | 187.10K | 209.19K | 194.66K | 76.08K | 30.14K | 31.33K | 26.30K | 22.93K | 21.64K | 13.84K | 12.68K | 10.77K | 16.80K | 17.82K | 16.43K | 16.43K | 17.12K | 33.85K |
| Principal Global Investors | 224.21K | 222.89K | 190.43K | 193.06K | 187.76K | 189.39K | 185.07K | 179.66K | 189.23K | 196.02K | 185.07K | 190.23K | 192.79K | 204.21K | 208.70K | 216.14K | 218.09K | 223.81K | 225.21K | 315.01K |
| Goldman Sachs Group | 203.14K | 249.45K | 189.21K | 278.45K | 159.55K | 191.89K | 250.33K | 175.28K | 93.77K | 86.77K | 140.17K | 139.82K | 104.37K | 122.19K | 203.81K | 261.56K | 244.80K | 152.43K | 94.97K | 52.83K |
| Bank of America Corp | 188.36K | 227.59K | 238.93K | 214.02K | 211.93K | 174.76K | 180.54K | 146.16K | 144.48K | 128.73K | 155.44K | 141.90K | 137.68K | 152.56K | 156.29K | 170.37K | 147.82K | 151.63K | 148.52K | 160.13K |
| PSP Investments | 154.76K | 152.58K | 174.99K | 155.89K | 129.26K | 120.37K | 94.58K | 80.54K | 78.34K | 72.99K | 73.90K | 44.01K | 60.09K | 59.51K | 61.55K | 62.63K | 61.07K | 61.55K | 67.16K | 69.18K |
| Prudential Financial | 136.75K | 163.28K | 75.25K | 40.80K | 39.78K | 37.28K | 38.58K | 46.46K | 38.30K | 39.82K | 40.94K | 41.56K | 41.92K | 33.15K | 34.01K | 34.68K | 33.84K | 34.39K | 34.90K | 35.22K |
| Point72 Asset Management | 125.29K | 48.95K | 87.08K | 8.53K | — | 3.19K | 8.82K | — | — | 2.80K | 2.00K | — | — | — | — | — | — | — | — | — |
| Two Sigma Investments | 121.65K | 167.71K | 128.35K | 76.27K | 172.33K | 67.67K | — | 7.62K | 12.90K | 18.10K | 27.90K | 50.65K | 29.80K | 12.06K | 12.51K | 103.17K | 40.90K | 23.56K | 17.60K | 7.70K |
| Legal & General Investment Management America | 115.55K | 114.99K | 122.68K | 105.85K | 108.97K | 110.61K | 111.74K | 112.79K | 105.29K | 131.19K | 133.13K | 129.28K | 129.00K | 98.12K | 99.50K | 97.81K | 99.88K | 95.67K | 96.56K | 93.59K |
| JPMorgan Chase & Co | 94.55K | — | 92.80K | 138.12K | 141.20K | 133.46K | 202.91K | 152.56K | 116.97K | 129.26K | 82.04K | 79.24K | 66.36K | 14.97K | 47.22K | 42.27K | 38.84K | 31.69K | 68.40K | 48.51K |
| Royce & Associates | 78.80K | 78.80K | 78.80K | 78.80K | 78.80K | 78.80K | 78.80K | 78.80K | 78.80K | 78.80K | 78.80K | 78.80K | 78.80K | 78.80K | 78.80K | 78.80K | 78.80K | 78.80K | 78.80K | 78.80K |
| Wells Fargo & Co | 69.94K | 47.61K | 68.86K | 53.68K | 48.85K | 64.71K | 85.82K | 129.79K | 144.54K | 195.44K | 186.94K | 180.63K | 187.47K | 185.37K | 194.30K | 205.14K | 167.80K | 148.42K | 130.47K | 115.39K |
▲ 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