JXN — JACKSON FINANCIAL INC
Reported value held$3.43B
Funds holding (latest)53
SectorFinancials
Funds holding (Q2 2026)36
Institutional value$2.13B · 20.77M sh
New / Add / Cut / Exit1 / 15 / 19 / 3
Top-5 / Top-10 concentration61.3% / 80.0%
Institutional holdings change
Accumulating +5.8%
(+1.14M sh)
Institutional value change
Up +2.6%
As of Q2 2026, 36 SEC-registered investment managers reported holding JXN (JACKSON FINANCIAL INC) in their latest 13F filings, with a combined reported value of $2.13B across 20.77M shares. That is +5.8% by share count (+1.14M shares) versus the previous quarter, while reported value moved +2.6%. Ownership is concentrated: the five largest holders account for 61.3% of reported value and the top ten for 80.0%.
Compared with the prior quarter, 1 opened new positions, 15 added to existing stakes, 19 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
JXN 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 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 6.80M | $696.32M | 0.01% | Reduce |
| Geode Capital Management history | 2.30M | $246.21M | 0.01% | Add |
| Goldman Sachs Group history | 1.52M | $155.57M | 0.05% | Reduce |
| Charles Schwab Investment Management history | 1.02M | $104.24M | 0.01% | Reduce |
| Morgan Stanley history | 1.02M | $104.24M | 0.01% | Hold |
| Norges Bank Investment Management history | 998.58K | $102.24M | 0.01% | Reduce |
| Northern Trust Corp history | 898.10K | $91.96M | 0.01% | Add |
| Arrowstreet Capital history | 831.75K | $85.16M | 0.04% | Add |
| BNY Mellon history | 650.84K | $66.64M | 0.01% | Reduce |
| Balyasny Asset Management history | 509.71K | $52.19M | 0.07% | Add |
| JPMorgan Chase & Co history | 344.51K | $36.48M | 0.00% | New |
| Principal Global Investors history | 336.99K | $34.50M | 0.02% | Reduce |
| AQR Capital Management history | 293.76K | $30.08M | 0.01% | Reduce |
| Citigroup Inc history | 292.99K | $30.00M | 0.01% | Add |
| Two Sigma Investments history | 287.60K | $29.45M | 0.02% | Add |
| Invesco Ltd history | 284.63K | $29.14M | 0.00% | Reduce |
| PSP Investments history | 278.50K | $28.52M | 0.07% | Reduce |
| Bank of America Corp history | 272.95K | $27.95M | 0.00% | Reduce |
| Wells Fargo & Co history | 265.38K | $27.17M | 0.01% | Add |
| Renaissance Technologies history | 260.30K | $26.65M | 0.04% | Add |
| UBS Group AG history | 233.92K | $23.95M | 0.01% | Add |
| Point72 Asset Management history | 229.47K | $23.50M | 0.09% | Add |
| Legal & General Investment Management America history | 157.17K | $16.09M | 0.00% | Reduce |
| Amundi US history | 103.85K | $10.63M | 0.00% | Reduce |
| Franklin Resources history | 97.77K | $10.01M | 0.00% | Reduce |
| Prudential Financial history | 89.92K | $9.21M | 0.01% | Reduce |
| Deutsche Bank AG history | 69.02K | $7.07M | 0.00% | Add |
| Bridgewater Associates history | 68.94K | $7.06M | 0.03% | Reduce |
| D. E. Shaw & Co history | 47.30K | $4.84M | 0.00% | Reduce |
| Lazard Asset Management history | 38.39K | $3.93M | 0.01% | Reduce |
| Manulife Financial history | 35.33K | $3.62M | 0.00% | Add |
| Millennium Management history | 27.77K | $2.84M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 12.05K | $1.23M | 0.00% | Reduce |
| Citadel Advisors history | 8.30K | $849.84K | 0.00% | Reduce |
| PNC Financial Services history | 4.88K | $499.87K | 0.00% | Add |
| T. Rowe Price Associates history | 84.53K | $8.65K | 0.00% | Add |
Q1 2026 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 6.90M | $729.54M | 0.01% | Add |
| Geode Capital Management history | 2.18M | $239.45M | 0.01% | Add |
| Goldman Sachs Group history | 1.62M | $171.79M | 0.02% | Add |
| Charles Schwab Investment Management history | 1.07M | $112.61M | 0.02% | Add |
| Morgan Stanley history | 1.02M | $107.60M | 0.01% | Reduce |
| BNY Mellon history | 910.85K | $96.30M | 0.02% | Add |
| Northern Trust Corp history | 865.31K | $91.48M | 0.01% | Add |
| Arrowstreet Capital history | 819.85K | $86.67M | 0.05% | Reduce |
| Janus Henderson Group history | 484.71K | $51.29M | 0.03% | Add |
| Principal Global Investors history | 344.04K | $36.37M | 0.02% | Add |
| Bank of America Corp history | 325.22K | $34.38M | 0.00% | Add |
| Invesco Ltd history | 323.85K | $34.24M | 0.01% | Add |
| AQR Capital Management history | 306.77K | $32.43M | 0.01% | Add |
| PSP Investments history | 297.85K | $31.49M | 0.10% | Add |
| Amundi US history | 202.15K | $21.37M | 0.01% | Reduce |
| Two Sigma Investments history | 196.94K | $20.82M | 0.02% | Reduce |
| Wells Fargo & Co history | 193.07K | $20.41M | 0.00% | Reduce |
| Citigroup Inc history | 175.73K | $18.58M | 0.01% | Reduce |
| Prudential Financial history | 163.57K | $17.29M | 0.02% | Add |
| Legal & General Investment Management America history | 163.46K | $17.28M | 0.00% | Reduce |
| Balyasny Asset Management history | 152.76K | $16.15M | 0.02% | New |
| Franklin Resources history | 108.55K | $11.48M | 0.00% | Add |
| Renaissance Technologies history | 102.50K | $10.84M | 0.02% | New |
| Citadel Advisors history | 95.23K | $10.07M | 0.00% | Reduce |
| D. E. Shaw & Co history | 91.06K | $9.63M | 0.01% | Reduce |
| Bridgewater Associates history | 88.04K | $9.31M | 0.04% | Reduce |
| Point72 Asset Management history | 70.14K | $7.42M | 0.01% | Reduce |
| CDPQ (Caisse de Depot) history | 60.15K | $6.36M | 0.01% | Add |
| Deutsche Bank AG history | 58.56K | $6.19M | 0.00% | Add |
| UBS Group AG history | 55.05K | $5.82M | 0.00% | Reduce |
| Lazard Asset Management history | 53.15K | $5.62M | 0.01% | Reduce |
| Manulife Financial history | 32.30K | $3.42M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 12.68K | $1.34M | 0.00% | Add |
| Royce & Associates history | 8.49K | $897.56K | 0.01% | Hold |
| Millennium Management history | 5.20K | $549.43K | 0.00% | Reduce |
| PNC Financial Services history | 3.93K | $415.37K | 0.00% | Add |
| T. Rowe Price Associates history | 72.18K | $7.63K | 0.00% | Add |
Q4 2025 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 9.05M | $965.08M | 0.01% | Reduce |
| BlackRock Inc history | 6.65M | $709.36M | 0.01% | Reduce |
| Geode Capital Management history | 1.72M | $183.50M | 0.01% | Hold |
| Goldman Sachs Group history | 1.48M | $158.05M | 0.02% | Reduce |
| Norges Bank Investment Management history | 1.22M | $129.88M | 0.01% | Add |
| Morgan Stanley history | 1.20M | $127.60M | 0.01% | Add |
| Charles Schwab Investment Management history | 1.04M | $111.30M | 0.02% | Reduce |
| Arrowstreet Capital history | 985.57K | $105.11M | 0.06% | Reduce |
| BNY Mellon history | 886.11K | $94.50M | 0.02% | Add |
| Northern Trust Corp history | 857.50K | $91.45M | 0.01% | Reduce |
| Citadel Advisors history | 427.85K | $45.63M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 406.02K | $43.30M | 0.01% | Add |
| Janus Henderson Group history | 368.28K | $39.27M | 0.02% | Add |
| Two Sigma Investments history | 350.85K | $37.42M | 0.06% | Add |
| Point72 Asset Management history | 325.51K | $34.72M | 0.04% | Add |
| Principal Global Investors history | 324.00K | $34.56M | 0.02% | Reduce |
| AQR Capital Management history | 288.44K | $30.76M | 0.02% | Add |
| Invesco Ltd history | 286.67K | $30.57M | 0.01% | Reduce |
| Bank of America Corp history | 276.82K | $29.52M | 0.00% | Add |
| PSP Investments history | 268.89K | $28.68M | 0.10% | Reduce |
| Amundi US history | 242.44K | $25.86M | 0.01% | Add |
| Wells Fargo & Co history | 227.98K | $24.31M | 0.01% | Add |
| Citigroup Inc history | 179.61K | $19.16M | 0.01% | Reduce |
| Legal & General Investment Management America history | 176.93K | $18.87M | 0.00% | Reduce |
| Lazard Asset Management history | 149.44K | $15.94M | 0.03% | Add |
| Millennium Management history | 139.35K | $14.86M | 0.01% | Reduce |
| Prudential Financial history | 136.09K | $14.51M | 0.02% | Reduce |
| D. E. Shaw & Co history | 127.44K | $13.59M | 0.01% | Reduce |
| UBS Group AG history | 119.83K | $12.78M | 0.00% | Reduce |
| Bridgewater Associates history | 111.74K | $11.92M | 0.04% | Reduce |
| Franklin Resources history | 99.91K | $10.66M | 0.00% | Add |
| MFS Investment Management history | 91.64K | $9.77M | 0.00% | Reduce |
| CPP Investments history | 73.90K | $7.88M | 0.01% | Add |
| Deutsche Bank AG history | 56.80K | $6.06M | 0.00% | Add |
| Manulife Financial history | 34.41K | $3.67M | 0.00% | Reduce |
| CDPQ (Caisse de Depot) history | 25.73K | $2.74M | 0.01% | New |
| Fidelity Management & Research (FMR) history | 11.68K | $1.25M | 0.00% | Add |
| Royce & Associates history | 8.49K | $905.46K | 0.01% | Reduce |
| PNC Financial Services history | 3.73K | $398.12K | 0.00% | Reduce |
| T. Rowe Price Associates history | 63.56K | $6.78K | 0.00% | Reduce |
Q3 2025 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 9.45M | $956.15M | 0.01% | Reduce |
| BlackRock Inc history | 6.91M | $699.84M | 0.01% | Reduce |
| Goldman Sachs Group history | 1.80M | $181.92M | 0.02% | Reduce |
| Geode Capital Management history | 1.72M | $174.11M | 0.01% | Reduce |
| Morgan Stanley history | 1.13M | $114.25M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 1.08M | $109.05M | 0.02% | Reduce |
| Arrowstreet Capital history | 1.07M | $108.05M | 0.07% | Reduce |
| Northern Trust Corp history | 918.75K | $93.00M | 0.01% | Reduce |
| BNY Mellon history | 672.98K | $68.13M | 0.01% | Reduce |
| Citadel Advisors history | 575.36K | $58.24M | 0.01% | Add |
| Millennium Management history | 346.20K | $35.05M | 0.02% | Add |
| Principal Global Investors history | 336.46K | $34.06M | 0.02% | Reduce |
| Invesco Ltd history | 324.45K | $32.84M | 0.01% | Reduce |
| PSP Investments history | 301.96K | $30.57M | 0.11% | Add |
| Janus Henderson Group history | 269.47K | $27.30M | 0.01% | Add |
| Bank of America Corp history | 250.30K | $25.34M | 0.00% | Add |
| Two Sigma Investments history | 232.62K | $23.55M | 0.04% | Add |
| MFS Investment Management history | 212.49K | $21.51M | 0.01% | Add |
| Legal & General Investment Management America history | 212.47K | $21.51M | 0.01% | Reduce |
| Wells Fargo & Co history | 212.36K | $21.50M | 0.00% | Hold |
| Point72 Asset Management history | 206.43K | $20.90M | 0.04% | New |
| Amundi US history | 193.82K | $19.70M | 0.01% | Add |
| Citigroup Inc history | 189.44K | $19.18M | 0.01% | Reduce |
| AQR Capital Management history | 181.79K | $18.40M | 0.01% | Add |
| UBS Group AG history | 141.31K | $14.30M | 0.00% | Add |
| Prudential Financial history | 138.06K | $13.98M | 0.02% | Reduce |
| D. E. Shaw & Co history | 135.89K | $13.76M | 0.01% | Reduce |
| Bridgewater Associates history | 117.21K | $11.86M | 0.05% | New |
| Lazard Asset Management history | 106.25K | $10.76M | 0.01% | Add |
| Franklin Resources history | 98.42K | $9.96M | 0.00% | Add |
| CPP Investments history | 61.40K | $6.22M | 0.00% | Add |
| Deutsche Bank AG history | 54.64K | $5.53M | 0.00% | Add |
| Manulife Financial history | 36.62K | $3.71M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 10.10K | $1.02M | 0.00% | Reduce |
| Royce & Associates history | 9.86K | $997.92K | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 8.88K | $899.20K | 0.00% | Add |
| PNC Financial Services history | 3.83K | $387.36K | 0.00% | Add |
| Balyasny Asset Management history | 2.17K | $219.47K | 0.00% | New |
| T. Rowe Price Associates history | 67.90K | $6.87K | 0.00% | Add |
Q2 2025 — 51 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 9.71M | $861.81M | 0.01% | Add |
| BlackRock Inc history | 6.98M | $620.02M | 0.01% | Reduce |
| BlackRock Inc history | 6.98M | $620.02M | 0.01% | Reduce |
| Goldman Sachs Group history | 2.08M | $185.08M | 0.03% | Add |
| Goldman Sachs Group history | 2.08M | $185.08M | 0.03% | Add |
| Geode Capital Management history | 1.74M | $154.44M | 0.01% | Reduce |
| Morgan Stanley history | 1.22M | $108.76M | 0.01% | Reduce |
| Morgan Stanley history | 1.22M | $108.76M | 0.01% | Reduce |
| Norges Bank Investment Management history | 1.15M | $102.13M | 0.01% | Add |
| Norges Bank Investment Management history | 1.15M | $102.13M | 0.01% | Add |
| Charles Schwab Investment Management history | 1.08M | $96.16M | 0.02% | Hold |
| Arrowstreet Capital history | 1.07M | $95.36M | 0.07% | Reduce |
| Northern Trust Corp history | 985.47K | $87.50M | 0.01% | Add |
| Invesco Ltd history | 719.58K | $63.89M | 0.01% | Add |
| BNY Mellon history | 684.66K | $60.79M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 662.57K | $58.83M | 0.01% | Add |
| JPMorgan Chase & Co history | 662.57K | $58.83M | 0.01% | Add |
| Citadel Advisors history | 494.88K | $43.94M | 0.01% | Reduce |
| Citadel Advisors history | 494.88K | $43.94M | 0.01% | Reduce |
| Principal Global Investors history | 354.24K | $31.45M | 0.02% | Reduce |
| Millennium Management history | 316.62K | $28.11M | 0.01% | Reduce |
| PSP Investments history | 276.03K | $24.51M | 0.10% | Add |
| Citigroup Inc history | 242.62K | $21.54M | 0.01% | Reduce |
| Legal & General Investment Management America history | 230.17K | $20.44M | 0.01% | Reduce |
| Janus Henderson Group history | 221.53K | $19.67M | 0.01% | Add |
| Bank of America Corp history | 213.20K | $18.93M | 0.00% | Reduce |
| Wells Fargo & Co history | 212.45K | $18.86M | 0.00% | Reduce |
| D. E. Shaw & Co history | 206.67K | $18.35M | 0.01% | New |
| MFS Investment Management history | 169.28K | $15.03M | 0.01% | Add |
| Prudential Financial history | 146.31K | $12.99M | 0.02% | Reduce |
| UBS Group AG history | 140.17K | $12.45M | 0.00% | Reduce |
| Renaissance Technologies history | 126.20K | $11.21M | 0.01% | New |
| Renaissance Technologies history | 126.20K | $11.21M | 0.01% | New |
| Two Sigma Investments history | 117.67K | $10.45M | 0.02% | Add |
| Two Sigma Investments history | 117.67K | $10.45M | 0.02% | Add |
| AQR Capital Management history | 98.03K | $8.70M | 0.01% | Add |
| Franklin Resources history | 94.67K | $8.41M | 0.00% | Reduce |
| CPP Investments history | 58.80K | $5.22M | 0.00% | New |
| CPP Investments history | 58.80K | $5.22M | 0.00% | New |
| Deutsche Bank AG history | 48.28K | $4.29M | 0.00% | Reduce |
| Deutsche Bank AG history | 48.28K | $4.29M | 0.00% | Reduce |
| Capital World Investors history | 44.33K | $3.94M | 0.00% | Hold |
| Manulife Financial history | 39.46K | $3.50M | 0.00% | Reduce |
| Royce & Associates history | 17.81K | $1.58M | 0.02% | Add |
| Amundi US history | 12.53K | $1.10M | 0.00% | Reduce |
| Marshall Wace history | 11.10K | $985.57K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 8.21K | $728.60K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 8.21K | $728.60K | 0.00% | Reduce |
| PNC Financial Services history | 3.72K | $330.19K | 0.00% | Add |
| Lazard Asset Management history | 71.79K | $6.37K | 0.01% | Reduce |
| T. Rowe Price Associates history | 65.88K | $5.85K | 0.00% | Add |
Q1 2025 — 44 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 9.36M | $784.56M | 0.01% | Hold |
| BlackRock Inc history | 7.10M | $594.84M | 0.01% | Reduce |
| BlackRock Inc history | 7.10M | $594.84M | 0.01% | Reduce |
| Goldman Sachs Group history | 1.90M | $159.52M | 0.03% | Reduce |
| Goldman Sachs Group history | 1.90M | $159.52M | 0.03% | Reduce |
| Geode Capital Management history | 1.79M | $150.47M | 0.01% | Reduce |
| Morgan Stanley history | 1.35M | $113.04M | 0.01% | Reduce |
| Morgan Stanley history | 1.35M | $113.04M | 0.01% | Reduce |
| Arrowstreet Capital history | 1.12M | $93.56M | 0.08% | Reduce |
| Charles Schwab Investment Management history | 1.08M | $90.86M | 0.02% | Hold |
| Northern Trust Corp history | 920.55K | $77.12M | 0.01% | Reduce |
| BNY Mellon history | 696.08K | $58.32M | 0.01% | Reduce |
| Millennium Management history | 658.47K | $55.17M | 0.03% | Add |
| Citadel Advisors history | 622.95K | $52.19M | 0.01% | Add |
| Citadel Advisors history | 622.95K | $52.19M | 0.01% | Add |
| UBS Group AG history | 604.49K | $50.64M | 0.01% | Add |
| Invesco Ltd history | 593.31K | $49.71M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 519.48K | $43.52M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 519.48K | $43.52M | 0.01% | Reduce |
| Principal Global Investors history | 429.79K | $36.01M | 0.02% | Add |
| CDPQ (Caisse de Depot) history | 386.38K | $32.37M | 0.07% | Reduce |
| Bank of America Corp history | 359.64K | $30.13M | 0.00% | Add |
| Citigroup Inc history | 276.41K | $23.16M | 0.01% | Add |
| PSP Investments history | 264.80K | $22.18M | 0.10% | Add |
| Wells Fargo & Co history | 252.18K | $21.13M | 0.01% | Add |
| Legal & General Investment Management America history | 232.60K | $19.49M | 0.01% | Reduce |
| Janus Henderson Group history | 202.77K | $16.86M | 0.01% | Hold |
| Prudential Financial history | 147.78K | $13.54M | 0.02% | Add |
| Fidelity Management & Research (FMR) history | 150.43K | $12.60M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 150.43K | $12.60M | 0.00% | Add |
| MFS Investment Management history | 140.88K | $11.80M | 0.00% | Add |
| Amundi US history | 143.79K | $10.93M | 0.00% | Add |
| Franklin Resources history | 95.44K | $8.00M | 0.00% | Hold |
| AQR Capital Management history | 92.10K | $7.72M | 0.01% | Reduce |
| Deutsche Bank AG history | 56.53K | $4.74M | 0.00% | Reduce |
| Deutsche Bank AG history | 56.53K | $4.74M | 0.00% | Reduce |
| Capital World Investors history | 44.33K | $3.71M | 0.00% | Hold |
| Manulife Financial history | 42.43K | $3.56M | 0.00% | Reduce |
| Two Sigma Investments history | 34.38K | $2.88M | 0.01% | New |
| Two Sigma Investments history | 34.38K | $2.88M | 0.01% | New |
| Royce & Associates history | 9.32K | $780.66K | 0.01% | Hold |
| PNC Financial Services history | 3.37K | $282.00K | 0.00% | Add |
| Lazard Asset Management history | 157.25K | $13.17K | 0.02% | Reduce |
| T. Rowe Price Associates history | 60.96K | $5.11K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 344.51K sh · $36.48M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 484.71K sh · $51.29M
- CDPQ (Caisse de Depot) sold 60.15K sh · $6.36M
- Royce & Associates sold 8.49K sh · $897.56K
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 | 6.80M | 6.90M | 6.65M | 6.91M | 6.98M | 7.10M | 7.29M | 7.34M | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 2.30M | 2.18M | 1.72M | 1.72M | 1.74M | 1.79M | 2.10M | 2.09M | 1.94M | 1.70M | 1.65M | 1.59M | 1.47M | 1.37M | 1.35M | 1.43M | 1.43M | 803.28K | 784.40K | 12.11K |
| Goldman Sachs Group | 1.52M | 1.62M | 1.48M | 1.80M | 2.08M | 1.90M | 2.42M | 2.15M | 1.58M | 1.66M | 1.74M | 1.63M | 499.25K | 335.28K | 318.43K | 683.64K | 634.73K | 597.95K | 124.25K | 1.13M |
| Charles Schwab Investment Management | 1.02M | 1.07M | 1.04M | 1.08M | 1.08M | 1.08M | 1.08M | 1.05M | 750.38K | 764.41K | 1.11M | 985.69K | 712.27K | 557.48K | 474.05K | 472.76K | 586.27K | 467.49K | 485.33K | 23.15K |
| Morgan Stanley | 1.02M | 1.02M | 1.20M | 1.13M | 1.22M | 1.35M | 1.49M | 1.62M | 1.47M | 1.63M | 1.94M | 1.45M | 1.50M | 992.00K | 832.57K | 860.38K | 752.61K | 533.21K | 362.15K | 772.31K |
| Norges Bank Investment Management | 998.58K | — | 1.22M | — | 1.15M | — | 1.13M | — | 1.13M | — | 999.78K | — | — | — | 883.83K | — | — | — | — | — |
| Northern Trust Corp | 898.10K | 865.31K | 857.50K | 918.75K | 985.47K | 920.55K | 953.08K | 850.13K | 774.49K | 805.17K | 821.54K | 811.45K | 718.56K | 663.44K | 672.06K | 683.99K | 737.79K | 191.65K | 204.51K | 76.48K |
| Arrowstreet Capital | 831.75K | 819.85K | 985.57K | 1.07M | 1.07M | 1.12M | 1.43M | 1.45M | 1.48M | 1.46M | 748.17K | — | 385.77K | 1.15M | 1.11M | 976.43K | — | 6.37K | — | 26.10K |
| BNY Mellon | 650.84K | 910.85K | 886.11K | 672.98K | 684.66K | 696.08K | 767.05K | 902.15K | 937.16K | 962.38K | 1.02M | 1.13M | 813.13K | 778.50K | 753.26K | 313.69K | 289.34K | 149.71K | 170.64K | 136.50K |
| Balyasny Asset Management | 509.71K | 152.76K | — | 2.17K | — | — | — | — | — | — | — | — | 193.86K | 532.32K | — | 249.35K | — | — | — | — |
| JPMorgan Chase & Co | 344.51K | — | 406.02K | 10.10K | 662.57K | 519.48K | 650.54K | 485.74K | 496.89K | 696.73K | 685.53K | 655.35K | 742.49K | 382.81K | 286.43K | 74.81K | 249.71K | 92.64K | 91.97K | 1.13M |
| Principal Global Investors | 336.99K | 344.04K | 324.00K | 336.46K | 354.24K | 429.79K | 417.98K | 407.10K | 405.95K | 427.87K | 448.30K | 450.55K | 44.46K | 48.55K | 52.85K | 36.57K | 82.70K | — | — | 139.12K |
| AQR Capital Management | 293.76K | 306.77K | 288.44K | 181.79K | 98.03K | 92.10K | 100.96K | 120.90K | 145.71K | 168.36K | 145.42K | 172.34K | 219.51K | 175.55K | 193.92K | 104.21K | — | — | — | — |
| Citigroup Inc | 292.99K | 175.73K | 179.61K | 189.44K | 242.62K | 276.41K | 199.80K | 138.37K | 60.03K | 58.10K | 50.48K | 31.19K | 33.55K | 11.74K | 7.37K | 9.97K | 9.67K | 135.05K | 109.23K | 44.39K |
| Two Sigma Investments | 287.60K | 196.94K | 350.85K | 232.62K | 117.67K | 34.38K | — | — | 3.36K | 11.96K | 98.62K | 462.37K | 926.45K | 847.18K | 709.97K | 938.55K | 605.67K | 967.32K | 1.25M | — |
| Invesco Ltd | 284.63K | 323.85K | 286.67K | 324.45K | 719.58K | 593.31K | 745.33K | 962.90K | 549.53K | 610.04K | 573.43K | 437.13K | 389.77K | 219.87K | 243.62K | 111.74K | 113.16K | 57.60K | — | 35.61K |
| PSP Investments | 278.50K | 297.85K | 268.89K | 301.96K | 276.03K | 264.80K | 184.03K | 159.61K | 149.31K | 145.03K | 146.83K | 90.10K | — | — | — | — | — | — | — | — |
| Bank of America Corp | 272.95K | 325.22K | 276.82K | 250.30K | 213.20K | 359.64K | 345.96K | 198.49K | 230.06K | 158.79K | 198.24K | 150.94K | 203.51K | 244.04K | 226.24K | 201.78K | 238.79K | 178.49K | 160.06K | 318.56K |
| Wells Fargo & Co | 265.38K | 193.07K | 227.98K | 212.36K | 212.45K | 252.18K | 211.49K | 234.87K | 234.49K | 222.81K | 222.86K | 237.18K | 263.64K | 225.00K | 156.38K | 163.74K | 147.83K | 183.72K | 131.57K | 1.66M |
| Renaissance Technologies | 260.30K | 102.50K | — | — | 126.20K | — | — | 24.70K | — | — | — | — | 219.30K | 130.96K | 429.10K | 1.00M | 518.00K | 158.30K | 65.70K | — |
▲ 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