KEX — KIRBY CORP
Reported value held$3.59B
Funds holding (latest)49
SectorConsumer Discretionary
Funds holding (Q2 2026)40
Institutional value$2.93B · 21.98M sh
New / Add / Cut / Exit3 / 17 / 20 / 1
Top-5 / Top-10 concentration59.5% / 77.3%
Institutional holdings change
Accumulating +8.7%
(+1.76M sh)
Institutional value change
Up +10.9%
As of Q2 2026, 40 SEC-registered investment managers reported holding KEX (KIRBY CORP) in their latest 13F filings, with a combined reported value of $2.93B across 21.98M shares. That is +8.7% by share count (+1.76M shares) versus the previous quarter, while reported value moved +10.9%. Ownership is concentrated: the five largest holders account for 59.5% of reported value and the top ten for 77.3%.
Compared with the prior quarter, 3 opened new positions, 17 added to existing stakes, 20 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
KEX is classified in the Consumer Discretionary 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 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.39M | $733.27M | 0.01% | Add |
| Goldman Sachs Group history | 2.66M | $361.14M | 0.03% | Reduce |
| Morgan Stanley history | 2.43M | $330.77M | 0.02% | Reduce |
| Geode Capital Management history | 1.19M | $161.89M | 0.01% | Add |
| Wellington Management Group history | 1.15M | $156.38M | 0.03% | Reduce |
| Fidelity Management & Research (FMR) history | 917.66K | $124.77M | 0.01% | Add |
| AQR Capital Management history | 883.76K | $120.16M | 0.04% | Add |
| Norges Bank Investment Management history | 683.91K | $92.99M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 677.25K | $92.09M | 0.01% | Reduce |
| D. E. Shaw & Co history | 671.71K | $91.33M | 0.05% | Add |
| Invesco Ltd history | 573.90K | $78.03M | 0.01% | Add |
| JPMorgan Chase & Co history | 525.77K | $72.58M | 0.01% | New |
| Bank of America Corp history | 460.02K | $62.55M | 0.00% | Add |
| Northern Trust Corp history | 448.41K | $60.97M | 0.01% | Reduce |
| Citadel Advisors history | 361.19K | $49.11M | 0.01% | Reduce |
| Deutsche Bank AG history | 330.84K | $44.98M | 0.01% | Reduce |
| BNY Mellon history | 316.55K | $43.04M | 0.01% | Reduce |
| Fidelity International (FIL) history | 304.70K | $41.43M | 0.03% | Add |
| Principal Global Investors history | 175.25K | $23.83M | 0.01% | Add |
| Millennium Management history | 167.88K | $22.83M | 0.01% | Reduce |
| MFS Investment Management history | 165.64K | $22.52M | 0.01% | Reduce |
| Two Sigma Investments history | 163.00K | $22.16M | 0.02% | Add |
| Point72 Asset Management history | 139.35K | $18.95M | 0.02% | Add |
| Bridgewater Associates history | 86.42K | $11.75M | 0.05% | Reduce |
| Arrowstreet Capital history | 85.54K | $11.63M | 0.01% | Reduce |
| Royce & Associates history | 82.70K | $11.25M | 0.09% | Reduce |
| Davidson Kempner Capital Management history | 75.00K | $10.20M | 0.14% | New |
| UBS Group AG history | 74.09K | $10.07M | 0.00% | Reduce |
| Prudential Financial history | 49.00K | $6.66M | 0.01% | Add |
| Amundi US history | 48.53K | $6.60M | 0.00% | Reduce |
| Balyasny Asset Management history | 46.37K | $6.31M | 0.01% | Reduce |
| Lazard Asset Management history | 43.24K | $5.88M | 0.01% | Add |
| Legal & General Investment Management America history | 43.10K | $5.86M | 0.00% | Reduce |
| Manulife Financial history | 38.15K | $5.19M | 0.00% | Reduce |
| Citigroup Inc history | 28.15K | $3.83M | 0.00% | Add |
| Marshall Wace history | 26.26K | $3.57M | 0.00% | Add |
| Wells Fargo & Co history | 17.66K | $2.40M | 0.00% | Add |
| PNC Financial Services history | 5.82K | $791.62K | 0.00% | Reduce |
| CDPQ (Caisse de Depot) history | 2.90K | $394.31K | 0.00% | New |
| T. Rowe Price Associates history | 434.92K | $59.14K | 0.01% | Add |
Q1 2026 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.28M | $701.23M | 0.01% | Reduce |
| Goldman Sachs Group history | 2.83M | $375.78M | 0.04% | Add |
| Morgan Stanley history | 2.67M | $354.81M | 0.02% | Reduce |
| Wellington Management Group history | 1.58M | $209.35M | 0.04% | Reduce |
| Geode Capital Management history | 1.02M | $135.83M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 794.55K | $105.58M | 0.01% | Add |
| Charles Schwab Investment Management history | 697.82K | $92.73M | 0.01% | Add |
| Citadel Advisors history | 642.61K | $85.39M | 0.01% | Add |
| AQR Capital Management history | 534.17K | $70.98M | 0.03% | Add |
| Northern Trust Corp history | 459.96K | $61.12M | 0.01% | Add |
| Bank of America Corp history | 345.62K | $45.93M | 0.00% | Reduce |
| Deutsche Bank AG history | 338.95K | $45.04M | 0.01% | Reduce |
| BNY Mellon history | 337.83K | $44.89M | 0.01% | Add |
| Millennium Management history | 318.35K | $42.30M | 0.02% | Reduce |
| Arrowstreet Capital history | 314.46K | $41.79M | 0.02% | Reduce |
| Fidelity International (FIL) history | 219.50K | $29.17M | 0.02% | Add |
| MFS Investment Management history | 174.30K | $23.16M | 0.01% | Reduce |
| D. E. Shaw & Co history | 168.52K | $22.39M | 0.01% | Reduce |
| Principal Global Investors history | 166.73K | $22.16M | 0.01% | Add |
| Two Sigma Investments history | 137.58K | $18.28M | 0.02% | Add |
| Bridgewater Associates history | 130.55K | $17.35M | 0.08% | Add |
| Balyasny Asset Management history | 118.51K | $15.75M | 0.02% | Add |
| UBS Group AG history | 116.03K | $15.42M | 0.00% | Add |
| Invesco Ltd history | 107.92K | $14.34M | 0.00% | Hold |
| Royce & Associates history | 102.28K | $13.59M | 0.13% | Add |
| Legal & General Investment Management America history | 54.55K | $7.25M | 0.00% | Reduce |
| Amundi US history | 52.32K | $6.95M | 0.00% | Reduce |
| Lazard Asset Management history | 41.20K | $5.48M | 0.01% | Add |
| Manulife Financial history | 38.57K | $5.13M | 0.00% | Reduce |
| Citigroup Inc history | 20.83K | $2.77M | 0.00% | Reduce |
| Janus Henderson Group history | 17.24K | $2.29M | 0.00% | Reduce |
| Point72 Asset Management history | 16.90K | $2.25M | 0.00% | New |
| Wells Fargo & Co history | 14.86K | $1.97M | 0.00% | Reduce |
| Prudential Financial history | 13.37K | $1.78M | 0.00% | Reduce |
| PNC Financial Services history | 6.31K | $838.21K | 0.00% | Reduce |
| Marshall Wace history | 2.80K | $372.06K | 0.00% | New |
| T. Rowe Price Associates history | 341.07K | $45.32K | 0.01% | Add |
Q4 2025 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.57M | $613.36M | 0.01% | Add |
| Vanguard Group history | 5.43M | $598.09M | 0.01% | Reduce |
| Morgan Stanley history | 2.78M | $306.78M | 0.02% | Reduce |
| Goldman Sachs Group history | 2.61M | $287.80M | 0.04% | Add |
| Wellington Management Group history | 1.93M | $212.88M | 0.04% | Add |
| Geode Capital Management history | 976.73K | $107.65M | 0.01% | Reduce |
| Norges Bank Investment Management history | 738.38K | $81.35M | 0.01% | Add |
| Charles Schwab Investment Management history | 666.21K | $73.40M | 0.01% | Reduce |
| Millennium Management history | 598.00K | $65.89M | 0.03% | Reduce |
| Janus Henderson Group history | 558.30K | $61.51M | 0.03% | Reduce |
| Prudential Financial history | 526.55K | $58.02M | 0.07% | Add |
| Citadel Advisors history | 515.18K | $56.76M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 472.15K | $52.02M | 0.00% | Reduce |
| Northern Trust Corp history | 452.70K | $49.88M | 0.01% | Reduce |
| Bank of America Corp history | 412.03K | $45.40M | 0.00% | Reduce |
| AQR Capital Management history | 390.72K | $43.05M | 0.02% | Add |
| D. E. Shaw & Co history | 355.03K | $39.12M | 0.02% | Reduce |
| Arrowstreet Capital history | 352.67K | $38.86M | 0.02% | Add |
| Deutsche Bank AG history | 344.25K | $37.93M | 0.01% | Add |
| BNY Mellon history | 332.81K | $36.67M | 0.01% | Reduce |
| Amundi US history | 284.36K | $31.33M | 0.01% | Add |
| JPMorgan Chase & Co history | 245.98K | $27.10M | 0.00% | Reduce |
| MFS Investment Management history | 183.54K | $20.22M | 0.01% | New |
| Fidelity International (FIL) history | 130.87K | $14.42M | 0.01% | Add |
| Principal Global Investors history | 116.64K | $12.85M | 0.01% | Reduce |
| Invesco Ltd history | 108.31K | $11.93M | 0.00% | Reduce |
| Bridgewater Associates history | 107.08K | $11.80M | 0.04% | Reduce |
| Royce & Associates history | 101.36K | $11.17M | 0.11% | Reduce |
| UBS Group AG history | 87.67K | $9.66M | 0.00% | Reduce |
| Two Sigma Investments history | 66.84K | $7.36M | 0.01% | Reduce |
| Legal & General Investment Management America history | 58.40K | $6.43M | 0.00% | Reduce |
| Citigroup Inc history | 44.59K | $4.91M | 0.00% | Hold |
| Manulife Financial history | 39.30K | $4.33M | 0.00% | Reduce |
| Balyasny Asset Management history | 18.36K | $2.02M | 0.00% | Reduce |
| Wells Fargo & Co history | 15.06K | $1.66M | 0.00% | Reduce |
| Lazard Asset Management history | 7.77K | $855.77K | 0.00% | Reduce |
| PNC Financial Services history | 7.36K | $810.71K | 0.00% | Hold |
| CPP Investments history | 6.10K | $672.10K | 0.00% | Add |
| T. Rowe Price Associates history | 335.13K | $36.92K | 0.00% | Add |
Q3 2025 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 5.67M | $472.98M | 0.01% | Add |
| BlackRock Inc history | 5.09M | $424.47M | 0.01% | Add |
| Morgan Stanley history | 3.55M | $296.34M | 0.02% | Add |
| Wellington Management Group history | 1.75M | $146.35M | 0.03% | Reduce |
| Goldman Sachs Group history | 1.36M | $113.53M | 0.01% | Add |
| Geode Capital Management history | 984.90K | $82.21M | 0.01% | Add |
| Millennium Management history | 839.66K | $70.07M | 0.03% | Add |
| D. E. Shaw & Co history | 759.64K | $63.39M | 0.04% | Add |
| Charles Schwab Investment Management history | 674.11K | $56.25M | 0.01% | Reduce |
| Bank of America Corp history | 669.88K | $55.90M | 0.00% | Reduce |
| Janus Henderson Group history | 585.37K | $48.85M | 0.02% | Reduce |
| Franklin Resources history | 518.06K | $43.23M | 0.01% | Reduce |
| Northern Trust Corp history | 504.42K | $42.09M | 0.01% | Hold |
| Fidelity Management & Research (FMR) history | 475.19K | $39.65M | 0.00% | Reduce |
| BNY Mellon history | 352.71K | $29.43M | 0.01% | Reduce |
| AQR Capital Management history | 341.88K | $28.53M | 0.02% | Reduce |
| UBS Group AG history | 265.00K | $22.11M | 0.00% | Add |
| JPMorgan Chase & Co history | 262.04K | $21.87M | 0.00% | Add |
| Citadel Advisors history | 248.59K | $20.74M | 0.00% | Reduce |
| Arrowstreet Capital history | 198.19K | $16.54M | 0.01% | Add |
| Prudential Financial history | 156.57K | $13.07M | 0.02% | Add |
| Bridgewater Associates history | 144.58K | $12.06M | 0.05% | New |
| Amundi US history | 133.18K | $11.11M | 0.00% | Add |
| Invesco Ltd history | 132.47K | $11.05M | 0.00% | Add |
| Principal Global Investors history | 124.02K | $10.35M | 0.01% | Reduce |
| Fidelity International (FIL) history | 124.00K | $10.35M | 0.01% | Hold |
| Balyasny Asset Management history | 109.50K | $9.14M | 0.01% | Add |
| Royce & Associates history | 105.48K | $8.80M | 0.09% | Reduce |
| Two Sigma Investments history | 91.52K | $7.64M | 0.01% | Add |
| Legal & General Investment Management America history | 82.26K | $6.86M | 0.00% | Reduce |
| Point72 Asset Management history | 46.50K | $3.88M | 0.01% | New |
| Citigroup Inc history | 44.66K | $3.73M | 0.00% | Add |
| Manulife Financial history | 41.09K | $3.43M | 0.00% | Reduce |
| Lazard Asset Management history | 25.18K | $2.10M | 0.00% | Add |
| Wells Fargo & Co history | 17.88K | $1.49M | 0.00% | Reduce |
| PNC Financial Services history | 7.38K | $616.03K | 0.00% | Add |
| Deutsche Bank AG history | 6.92K | $577.73K | 0.00% | Reduce |
| T. Rowe Price Associates history | 332.96K | $27.79K | 0.00% | Add |
| CPP Investments history | 300 | $25.04K | 0.00% | New |
Q2 2025 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 5.53M | $627.56M | 0.01% | Reduce |
| BlackRock Inc history | 4.88M | $553.81M | 0.01% | Reduce |
| Morgan Stanley history | 3.32M | $376.63M | 0.03% | Reduce |
| Wellington Management Group history | 1.89M | $214.12M | 0.04% | Add |
| Geode Capital Management history | 971.81K | $110.24M | 0.01% | Reduce |
| Bank of America Corp history | 802.87K | $91.05M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 799.07K | $90.62M | 0.01% | Add |
| Janus Henderson Group history | 753.08K | $85.41M | 0.04% | Add |
| Norges Bank Investment Management history | 690.03K | $78.26M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 685.95K | $77.79M | 0.01% | Hold |
| Franklin Resources history | 632.31K | $71.71M | 0.02% | Add |
| AQR Capital Management history | 626.20K | $71.02M | 0.06% | Add |
| D. E. Shaw & Co history | 622.16K | $70.56M | 0.05% | Reduce |
| Northern Trust Corp history | 504.08K | $57.17M | 0.01% | Reduce |
| Goldman Sachs Group history | 500.50K | $56.76M | 0.01% | Add |
| Millennium Management history | 402.93K | $45.70M | 0.02% | Reduce |
| BNY Mellon history | 364.05K | $41.29M | 0.01% | Reduce |
| Citadel Advisors history | 330.21K | $37.45M | 0.01% | Add |
| Marshall Wace history | 206.18K | $23.38M | 0.03% | New |
| JPMorgan Chase & Co history | 198.86K | $22.55M | 0.00% | Add |
| Royce & Associates history | 165.83K | $18.81M | 0.19% | Add |
| Davidson Kempner Capital Management history | 165.00K | $18.71M | 0.35% | Add |
| Principal Global Investors history | 127.23K | $14.43M | 0.01% | Reduce |
| Invesco Ltd history | 125.75K | $14.26M | 0.00% | Reduce |
| Fidelity International (FIL) history | 124.00K | $14.06M | 0.01% | Hold |
| Prudential Financial history | 94.11K | $11.98M | 0.01% | Add |
| Deutsche Bank AG history | 96.27K | $10.92M | 0.00% | Add |
| Legal & General Investment Management America history | 90.09K | $10.22M | 0.00% | Reduce |
| UBS Group AG history | 84.21K | $9.55M | 0.00% | Add |
| Moore Capital Management history | 75.53K | $8.57M | 0.11% | New |
| Arrowstreet Capital history | 73.33K | $8.32M | 0.01% | Reduce |
| Manulife Financial history | 42.79K | $4.85M | 0.00% | Reduce |
| Balyasny Asset Management history | 34.61K | $3.92M | 0.01% | Add |
| Amundi US history | 29.50K | $3.46M | 0.00% | Hold |
| Citigroup Inc history | 27.89K | $3.16M | 0.00% | Reduce |
| Wells Fargo & Co history | 21.06K | $2.39M | 0.00% | Reduce |
| Two Sigma Investments history | 11.60K | $1.32M | 0.00% | Reduce |
| PNC Financial Services history | 6.94K | $786.95K | 0.00% | Reduce |
| T. Rowe Price Associates history | 330.32K | $37.46K | 0.00% | Reduce |
| Lazard Asset Management history | 10.12K | $1.15K | 0.00% | Reduce |
Q1 2025 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 5.79M | $584.80M | 0.01% | Reduce |
| BlackRock Inc history | 5.01M | $506.17M | 0.01% | Reduce |
| Morgan Stanley history | 3.37M | $340.00M | 0.03% | Add |
| Wellington Management Group history | 1.76M | $177.87M | 0.04% | Hold |
| Geode Capital Management history | 991.02K | $100.14M | 0.01% | Add |
| Bank of America Corp history | 796.39K | $80.44M | 0.01% | Add |
| D. E. Shaw & Co history | 729.99K | $73.74M | 0.07% | Reduce |
| Fidelity Management & Research (FMR) history | 697.24K | $70.43M | 0.01% | Reduce |
| Janus Henderson Group history | 692.68K | $69.69M | 0.04% | Add |
| Charles Schwab Investment Management history | 686.54K | $69.35M | 0.01% | Reduce |
| Millennium Management history | 612.40K | $61.86M | 0.03% | Add |
| Northern Trust Corp history | 532.93K | $53.83M | 0.01% | Add |
| AQR Capital Management history | 527.79K | $52.44M | 0.05% | Add |
| Goldman Sachs Group history | 491.36K | $49.63M | 0.01% | Add |
| Franklin Resources history | 443.00K | $44.75M | 0.01% | Add |
| BNY Mellon history | 389.31K | $39.32M | 0.01% | Reduce |
| Royce & Associates history | 159.48K | $16.11M | 0.17% | Add |
| Arrowstreet Capital history | 139.40K | $14.08M | 0.01% | Add |
| JPMorgan Chase & Co history | 134.06K | $13.54M | 0.00% | Reduce |
| Principal Global Investors history | 132.09K | $13.34M | 0.01% | Hold |
| Invesco Ltd history | 129.09K | $13.04M | 0.00% | Reduce |
| Davidson Kempner Capital Management history | 125.00K | $12.63M | 0.30% | Add |
| Fidelity International (FIL) history | 124.00K | $12.53M | 0.01% | Reduce |
| Citadel Advisors history | 123.21K | $12.45M | 0.00% | Add |
| Two Sigma Investments history | 105.76K | $10.68M | 0.02% | Add |
| Legal & General Investment Management America history | 92.72K | $9.37M | 0.00% | Add |
| Prudential Financial history | 83.92K | $8.48M | 0.01% | Add |
| Deutsche Bank AG history | 68.38K | $6.91M | 0.00% | Add |
| Citigroup Inc history | 53.45K | $5.40M | 0.00% | Add |
| Manulife Financial history | 46.83K | $4.73M | 0.01% | Reduce |
| UBS Group AG history | 32.52K | $3.29M | 0.00% | Reduce |
| Balyasny Asset Management history | 32.20K | $3.25M | 0.01% | New |
| Wells Fargo & Co history | 29.53K | $2.98M | 0.00% | Add |
| Amundi US history | 29.50K | $2.74M | 0.00% | Add |
| Ontario Teachers Pension Plan history | 18.12K | $1.83M | 0.03% | Add |
| PNC Financial Services history | 6.99K | $706.46K | 0.00% | Add |
| T. Rowe Price Associates history | 360.70K | $36.44K | 0.01% | Add |
| Lazard Asset Management history | 11.25K | $1.14K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 525.77K sh · $72.58M
- Davidson Kempner Capital Management 75.00K sh · $10.20M
- CDPQ (Caisse de Depot) 2.90K sh · $394.31K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 17.24K sh · $2.29M
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 | 5.39M | 5.28M | 5.57M | 5.09M | 4.88M | 5.01M | 5.14M | 5.03M | — | — | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 2.66M | 2.83M | 2.61M | 1.36M | 500.50K | 491.36K | 376.74K | 349.57K | 348.04K | 351.19K | 384.07K | 382.71K | 356.40K | 349.46K | 515.89K | 622.20K | 610.12K | 402.09K | 530.84K | 547.71K |
| Morgan Stanley | 2.43M | 2.67M | 2.78M | 3.55M | 3.32M | 3.37M | 2.80M | 2.80M | 2.80M | 4.16M | 4.24M | 4.21M | 4.17M | 4.20M | 4.25M | 415.26K | 309.59K | 477.81K | 63.03K | 193.78K |
| Geode Capital Management | 1.19M | 1.02M | 976.73K | 984.90K | 971.81K | 991.02K | 954.79K | 961.30K | 958.52K | 951.16K | 910.82K | 891.35K | 878.07K | 838.62K | 812.27K | 771.47K | 769.33K | 773.08K | 749.47K | 728.38K |
| Wellington Management Group | 1.15M | 1.58M | 1.93M | 1.75M | 1.89M | 1.76M | 1.76M | 1.73M | 1.74M | 1.73M | 1.83M | 1.77M | 1.89M | 2.10M | 2.14M | 2.11M | 2.08M | 2.02M | 1.96M | 1.96M |
| Fidelity Management & Research (FMR) | 917.66K | 794.55K | 472.15K | 475.19K | 799.07K | 697.24K | 1.05M | 1.13M | 1.16M | 1.27M | 1.89M | 2.10M | 1.60M | 1.79M | 1.03M | 957.02K | 915.00K | 2.35M | 3.61M | 3.45M |
| AQR Capital Management | 883.76K | 534.17K | 390.72K | 341.88K | 626.20K | 527.79K | 277.19K | 226.97K | 189.92K | 88.13K | 55.83K | 41.41K | 56.87K | 62.26K | 74.32K | 70.40K | 60.78K | 26.30K | 5.50K | 8.35K |
| Norges Bank Investment Management | 683.91K | — | 738.38K | — | 690.03K | — | 702.20K | — | 687.71K | — | 659.80K | — | — | — | 664.52K | — | — | — | — | — |
| Charles Schwab Investment Management | 677.25K | 697.82K | 666.21K | 674.11K | 685.95K | 686.54K | 691.15K | 699.05K | 546.91K | 551.06K | 538.80K | 543.41K | 520.68K | 534.37K | 540.17K | 565.80K | 585.32K | 576.53K | 350.88K | 343.35K |
| D. E. Shaw & Co | 671.71K | 168.52K | 355.03K | 759.64K | 622.16K | 729.99K | 815.01K | 714.35K | 813.48K | 848.32K | 763.95K | 607.42K | 554.41K | 604.72K | 635.50K | 575.34K | 607.55K | 624.85K | 1.00M | 1.12M |
| Invesco Ltd | 573.90K | 107.92K | 108.31K | 132.47K | 125.75K | 129.09K | 822.37K | 1.10M | 632.89K | 216.88K | 183.49K | 169.45K | 109.83K | 107.91K | 112.07K | 114.34K | 128.47K | 111.83K | 997.90K | 905.42K |
| JPMorgan Chase & Co | 525.77K | — | 245.98K | 262.04K | 198.86K | 134.06K | 161.50K | 142.26K | 111.55K | 108.22K | 110.81K | 110.18K | 117.83K | 20.32K | 106.51K | 107.25K | 102.89K | 99.77K | 98.01K | 96.95K |
| Bank of America Corp | 460.02K | 345.62K | 412.03K | 669.88K | 802.87K | 796.39K | 600.68K | 755.25K | 693.25K | 465.63K | 538.84K | 678.55K | 555.42K | 571.18K | 555.92K | 648.63K | 637.59K | 914.85K | 953.80K | 940.44K |
| Northern Trust Corp | 448.41K | 459.96K | 452.70K | 504.42K | 504.08K | 532.93K | 518.25K | 470.36K | 476.35K | 448.53K | 504.66K | 500.22K | 517.68K | 529.80K | 530.39K | 531.29K | 533.45K | 525.04K | 554.63K | 576.28K |
| Citadel Advisors | 361.19K | 642.61K | 515.18K | 248.59K | 330.21K | 123.21K | 75.78K | 233.52K | 352.03K | 292.36K | 360.93K | 998.21K | 1.30M | 1.35M | 1.21M | 406.47K | 536.91K | 530.69K | 776.15K | 779.58K |
| Deutsche Bank AG | 330.84K | 338.95K | 344.25K | 6.92K | 96.27K | 68.38K | 46.90K | 1.70K | 1.68K | 1.22K | 1.43K | 1.46K | 1.57K | 1.13K | 1.09K | 1.03K | 894 | 861 | 897 | 5.04K |
| BNY Mellon | 316.55K | 337.83K | 332.81K | 352.71K | 364.05K | 389.31K | 415.04K | 404.56K | 463.27K | 450.14K | 482.44K | 490.50K | 511.73K | 524.92K | 765.24K | 847.05K | 774.25K | 567.49K | 597.08K | 606.55K |
| Fidelity International (FIL) | 304.70K | 219.50K | 130.87K | 124.00K | 124.00K | 124.00K | 490.60K | 824.30K | 1.65M | 1.45M | 818.69K | 152.95K | 126.06K | 56.86K | 37.49K | 27.37K | 26.30K | 26.12K | — | — |
| Principal Global Investors | 175.25K | 166.73K | 116.64K | 124.02K | 127.23K | 132.09K | 131.62K | 134.02K | 194.12K | 222.52K | 217.00K | 264.66K | 225.26K | 237.01K | 234.87K | 233.51K | 237.36K | 204.39K | 204.29K | 207.81K |
| Millennium Management | 167.88K | 318.35K | 598.00K | 839.66K | 402.93K | 612.40K | 410.23K | 397.26K | 533.33K | 471.75K | 426.57K | 668.50K | 536.08K | 324.56K | 452.46K | 272.17K | 217.19K | 25.41K | 210.97K | 62.48K |
▲ 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