MCD — MCDONALDS CORP
Reported value held$78.69B
Funds holding (latest)60
SectorConsumer Discretionary
Index member: S&P 500
Funds holding (Q2 2026)49
Institutional value$55.73B · 215.23M sh
New / Add / Cut / Exit1 / 18 / 25 / 4
Top-5 / Top-10 concentration53.1% / 71.2%
Institutional holdings change
Accumulating +3.8%
(+7.82M sh)
Institutional value change
Down -9.3%
As of Q2 2026, 49 SEC-registered investment managers reported holding MCD (MCDONALDS CORP) in their latest 13F filings, with a combined reported value of $55.73B across 215.23M shares. That is +3.8% by share count (+7.82M shares) versus the previous quarter, while reported value moved -9.3%. Ownership is concentrated: the five largest holders account for 53.1% of reported value and the top ten for 71.2%.
Compared with the prior quarter, 1 opened new positions, 18 added to existing stakes, 25 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
MCD is a constituent of the S&P 500 and 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 — 49 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 55.44M | $14.98B | 0.24% | Hold |
| Geode Capital Management history | 18.11M | $4.89B | 0.26% | Add |
| Morgan Stanley history | 15.03M | $4.06B | 0.23% | Reduce |
| Bank of America Corp history | 11.00M | $2.97B | 0.20% | Reduce |
| Norges Bank Investment Management history | 9.88M | $2.67B | 0.27% | Add |
| Capital Research Global Investors history | 8.96M | $2.42B | 0.36% | Add |
| Wells Fargo & Co history | 8.16M | $2.21B | 0.37% | Add |
| Northern Trust Corp history | 7.92M | $2.14B | 0.25% | Reduce |
| Charles Schwab Investment Management history | 6.20M | $1.68B | 0.22% | Add |
| UBS Group AG history | 6.11M | $1.65B | 0.22% | Hold |
| BNY Mellon history | 5.03M | $1.36B | 0.23% | Reduce |
| Franklin Resources history | 4.94M | $1.33B | 0.31% | Add |
| Goldman Sachs Group history | 4.58M | $1.24B | 0.11% | Reduce |
| Legal & General Investment Management America history | 4.40M | $1.19B | 0.25% | Reduce |
| Arrowstreet Capital history | 4.27M | $1.15B | 0.51% | Add |
| Invesco Ltd history | 3.82M | $1.03B | 0.09% | Add |
| Amundi US history | 3.52M | $951.58M | 0.23% | Reduce |
| Fidelity Management & Research (FMR) history | 3.19M | $862.93M | 0.04% | Reduce |
| Wellington Management Group history | 3.08M | $831.46M | 0.15% | Reduce |
| Citadel Advisors history | 2.94M | $795.84M | 0.09% | Add |
| Viking Global Investors history | 2.83M | $764.75M | 2.22% | Reduce |
| PNC Financial Services history | 2.55M | $689.14M | 0.34% | Reduce |
| Deutsche Bank AG history | 2.21M | $596.04M | 0.18% | Reduce |
| Citigroup Inc history | 1.78M | $481.24M | 0.17% | Add |
| National Pension Service of Korea history | 1.66M | $448.28M | 0.29% | Add |
| CPP Investments history | 1.36M | $368.25M | 0.20% | Add |
| Millennium Management history | 1.18M | $317.71M | 0.12% | Reduce |
| AQR Capital Management history | 1.01M | $269.67M | 0.09% | Add |
| Principal Global Investors history | 820.77K | $221.86M | 0.11% | Reduce |
| Point72 Asset Management history | 716.22K | $193.60M | 0.22% | Add |
| Lazard Asset Management history | 561.31K | $151.73M | 0.24% | Reduce |
| Prudential Financial history | 403.94K | $109.19M | 0.12% | Reduce |
| Manulife Financial history | 402.35K | $108.76M | 0.09% | Reduce |
| Renaissance Technologies history | 351.14K | $94.92M | 0.13% | Reduce |
| Gates Foundation Trust history | 334.90K | $90.53M | 0.26% | Hold |
| CDPQ (Caisse de Depot) history | 314.95K | $85.13M | 0.12% | Add |
| D. E. Shaw & Co history | 235.45K | $63.64M | 0.03% | Reduce |
| Balyasny Asset Management history | 173.92K | $47.01M | 0.06% | Reduce |
| Saudi Arabian Monetary Authority history | 144.73K | $38.87M | 0.51% | Add |
| Soros Fund Management history | 123.56K | $33.40M | 0.47% | Hold |
| Marshall Wace history | 122.72K | $33.17M | 0.03% | Reduce |
| PSP Investments history | 115.18K | $31.13M | 0.08% | Add |
| Baillie Gifford & Co history | 110.98K | $30.00M | 0.03% | Reduce |
| Bridgewater Associates history | 56.64K | $15.31M | 0.06% | Add |
| JPMorgan Chase & Co history | 37.90K | $10.13M | 0.00% | New |
| MFS Investment Management history | 21.68K | $6.58M | 0.00% | Reduce |
| T. Rowe Price Associates history | 9.02M | $2.44M | 0.25% | Reduce |
| Fidelity International (FIL) history | 7.53K | $2.03M | 0.00% | Reduce |
| Dodge & Cox history | 6.42K | $1.74M | 0.00% | Hold |
Q1 2026 — 51 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 55.35M | $17.20B | 0.32% | Add |
| Geode Capital Management history | 17.96M | $5.57B | 0.35% | Add |
| Morgan Stanley history | 15.62M | $4.85B | 0.30% | Add |
| Bank of America Corp history | 12.16M | $3.78B | 0.28% | Reduce |
| Northern Trust Corp history | 8.22M | $2.56B | 0.34% | Hold |
| Wells Fargo & Co history | 7.99M | $2.48B | 0.48% | Add |
| Capital Research Global Investors history | 6.89M | $2.14B | 0.33% | Add |
| UBS Group AG history | 6.11M | $1.90B | 0.29% | Add |
| Charles Schwab Investment Management history | 5.58M | $1.74B | 0.27% | Add |
| Goldman Sachs Group history | 5.45M | $1.69B | 0.20% | Add |
| BNY Mellon history | 5.16M | $1.60B | 0.30% | Reduce |
| Legal & General Investment Management America history | 4.75M | $1.47B | 0.34% | Add |
| Franklin Resources history | 4.24M | $1.32B | 0.33% | Hold |
| Amundi US history | 4.06M | $1.26B | 0.35% | Reduce |
| Arrowstreet Capital history | 3.64M | $1.13B | 0.61% | Add |
| Viking Global Investors history | 3.63M | $1.13B | 3.15% | Hold |
| Fidelity Management & Research (FMR) history | 3.60M | $1.12B | 0.06% | Add |
| Invesco Ltd history | 3.55M | $1.10B | 0.17% | Reduce |
| Wellington Management Group history | 3.41M | $1.06B | 0.20% | Reduce |
| PNC Financial Services history | 2.61M | $812.22M | 0.47% | Reduce |
| Deutsche Bank AG history | 2.45M | $760.74M | 0.26% | Add |
| Citadel Advisors history | 2.29M | $711.54M | 0.12% | Reduce |
| National Pension Service of Korea history | 1.62M | $502.01M | 0.38% | Add |
| Citigroup Inc history | 1.50M | $466.76M | 0.20% | Reduce |
| Millennium Management history | 1.32M | $409.25M | 0.18% | Add |
| CPP Investments history | 1.13M | $352.72M | 0.23% | Add |
| Principal Global Investors history | 824.97K | $256.39M | 0.14% | Add |
| Lazard Asset Management history | 752.50K | $233.87M | 0.39% | Add |
| Janus Henderson Group history | 701.20K | $217.93M | 0.11% | Add |
| AQR Capital Management history | 659.26K | $203.30M | 0.09% | Add |
| Marshall Wace history | 550.00K | $170.93M | 0.17% | Reduce |
| Renaissance Technologies history | 542.76K | $168.69M | 0.26% | Add |
| Manulife Financial history | 498.54K | $154.94M | 0.14% | Add |
| Prudential Financial history | 468.24K | $145.52M | 0.18% | Reduce |
| D. E. Shaw & Co history | 379.88K | $118.06M | 0.08% | Reduce |
| Gates Foundation Trust history | 334.90K | $104.08M | 0.33% | Hold |
| Balyasny Asset Management history | 295.30K | $91.78M | 0.12% | Reduce |
| Maverick Capital history | 294.10K | $91.40M | 1.05% | Add |
| CDPQ (Caisse de Depot) history | 255.91K | $79.53M | 0.13% | Reduce |
| Point72 Asset Management history | 140.80K | $43.76M | 0.06% | Reduce |
| Soros Fund Management history | 123.56K | $38.40M | 0.46% | New |
| Saudi Arabian Monetary Authority history | 121.29K | $37.69M | 0.80% | Add |
| Baillie Gifford & Co history | 119.34K | $37.09M | 0.04% | Reduce |
| PSP Investments history | 114.55K | $35.60M | 0.11% | Add |
| Two Sigma Investments history | 79.26K | $24.63M | 0.02% | Reduce |
| Bridgewater Associates history | 50.69K | $15.75M | 0.07% | Add |
| MFS Investment Management history | 42.55K | $14.01M | 0.01% | Reduce |
| Fidelity International (FIL) history | 14.47K | $4.50M | 0.00% | Reduce |
| T. Rowe Price Associates history | 9.73M | $3.03M | 0.35% | Add |
| Dodge & Cox history | 6.42K | $2.00M | 0.00% | Reduce |
| Ontario Teachers Pension Plan history | 2.84K | $882.33K | 0.03% | Reduce |
Q4 2025 — 56 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 72.35M | $22.11B | 0.32% | Add |
| BlackRock Inc history | 53.51M | $16.35B | 0.29% | Add |
| Geode Capital Management history | 17.04M | $5.20B | 0.32% | Hold |
| Morgan Stanley history | 15.27M | $4.67B | 0.28% | Reduce |
| Bank of America Corp history | 12.42M | $3.80B | 0.28% | Reduce |
| Norges Bank Investment Management history | 9.46M | $2.89B | 0.31% | Reduce |
| Northern Trust Corp history | 8.26M | $2.52B | 0.32% | Reduce |
| Wells Fargo & Co history | 7.90M | $2.42B | 0.45% | Reduce |
| Capital Research Global Investors history | 6.22M | $1.90B | 0.35% | Hold |
| UBS Group AG history | 5.46M | $1.67B | 0.28% | Reduce |
| Charles Schwab Investment Management history | 5.46M | $1.67B | 0.26% | Add |
| BNY Mellon history | 5.28M | $1.61B | 0.29% | Add |
| Goldman Sachs Group history | 4.94M | $1.51B | 0.19% | Add |
| Legal & General Investment Management America history | 4.68M | $1.43B | 0.32% | Reduce |
| Wellington Management Group history | 4.62M | $1.41B | 0.25% | Reduce |
| Amundi US history | 4.57M | $1.40B | 0.43% | Add |
| Franklin Resources history | 4.25M | $1.30B | 0.33% | Reduce |
| Invesco Ltd history | 3.88M | $1.18B | 0.19% | Reduce |
| Viking Global Investors history | 3.62M | $1.11B | 2.94% | Add |
| Fidelity Management & Research (FMR) history | 3.55M | $1.08B | 0.06% | Reduce |
| Arrowstreet Capital history | 3.10M | $948.78M | 0.56% | Add |
| PNC Financial Services history | 2.65M | $809.98M | 0.44% | Reduce |
| Citadel Advisors history | 2.59M | $790.89M | 0.12% | Add |
| D. E. Shaw & Co history | 2.38M | $728.65M | 0.43% | Add |
| Deutsche Bank AG history | 2.36M | $720.29M | 0.24% | Reduce |
| Citigroup Inc history | 1.83M | $560.08M | 0.26% | Reduce |
| National Pension Service of Korea history | 1.56M | $475.97M | 0.35% | Add |
| Capital World Investors history | 1.55M | $474.03M | 0.07% | Add |
| CPP Investments history | 1.07M | $326.65M | 0.22% | Reduce |
| Principal Global Investors history | 820.28K | $250.70M | 0.13% | Add |
| Lazard Asset Management history | 728.41K | $222.62M | 0.38% | Reduce |
| Marshall Wace history | 716.00K | $218.83M | 0.20% | Reduce |
| Two Sigma Investments history | 664.25K | $203.02M | 0.31% | Add |
| Millennium Management history | 582.78K | $178.11M | 0.08% | Reduce |
| Prudential Financial history | 527.53K | $161.23M | 0.20% | Reduce |
| AQR Capital Management history | 488.32K | $149.25M | 0.08% | Add |
| Manulife Financial history | 446.23K | $136.38M | 0.11% | Reduce |
| Balyasny Asset Management history | 413.86K | $126.49M | 0.17% | Add |
| Gates Foundation Trust history | 334.90K | $102.36M | 0.29% | Hold |
| Janus Henderson Group history | 318.92K | $97.47M | 0.04% | Reduce |
| Point72 Asset Management history | 305.45K | $93.36M | 0.11% | Reduce |
| CDPQ (Caisse de Depot) history | 301.87K | $92.26M | 0.16% | Reduce |
| Baillie Gifford & Co history | 126.88K | $38.78M | 0.03% | Reduce |
| MFS Investment Management history | 99.75K | $30.49M | 0.01% | Reduce |
| Saudi Arabian Monetary Authority history | 95.30K | $29.13M | 1.09% | Hold |
| PSP Investments history | 92.15K | $28.16M | 0.10% | Add |
| Renaissance Technologies history | 91.44K | $27.95M | 0.04% | Reduce |
| Bridgewater Associates history | 47.90K | $14.64M | 0.05% | Reduce |
| Fidelity International (FIL) history | 37.73K | $11.53M | 0.01% | Add |
| Maverick Capital history | 12.45K | $3.81M | 0.04% | New |
| T. Rowe Price Associates history | 9.47M | $2.90M | 0.31% | Add |
| JPMorgan Chase & Co history | 8.50K | $2.60M | 0.00% | Reduce |
| Dodge & Cox history | 6.47K | $1.98M | 0.00% | Hold |
| Moore Capital Management history | 3.39K | $1.04M | 0.01% | Reduce |
| Ontario Teachers Pension Plan history | 2.98K | $910.78K | 0.02% | New |
| Harris Associates (Oakmark) history | 1.27K | $389.07K | 0.00% | Hold |
Q3 2025 — 55 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 71.65M | $21.77B | 0.33% | Hold |
| BlackRock Inc history | 52.25M | $15.88B | 0.29% | Add |
| Geode Capital Management history | 16.96M | $5.14B | 0.33% | Add |
| Morgan Stanley history | 15.57M | $4.73B | 0.29% | Reduce |
| Bank of America Corp history | 12.99M | $3.95B | 0.27% | Hold |
| Northern Trust Corp history | 8.41M | $2.56B | 0.33% | Reduce |
| Wells Fargo & Co history | 8.37M | $2.54B | 0.49% | Add |
| Wellington Management Group history | 7.43M | $2.26B | 0.41% | Reduce |
| Capital Research Global Investors history | 6.25M | $1.90B | 0.36% | Reduce |
| UBS Group AG history | 5.82M | $1.77B | 0.28% | Add |
| Charles Schwab Investment Management history | 5.42M | $1.65B | 0.26% | Hold |
| BNY Mellon history | 5.24M | $1.59B | 0.29% | Reduce |
| Legal & General Investment Management America history | 4.76M | $1.45B | 0.32% | Add |
| Franklin Resources history | 4.40M | $1.34B | 0.34% | Add |
| Amundi US history | 4.32M | $1.28B | 0.41% | Add |
| Invesco Ltd history | 4.19M | $1.27B | 0.20% | Add |
| Goldman Sachs Group history | 4.19M | $1.27B | 0.16% | Reduce |
| Fidelity Management & Research (FMR) history | 3.88M | $1.18B | 0.06% | Add |
| Viking Global Investors history | 3.37M | $1.03B | 2.66% | Add |
| PNC Financial Services history | 2.68M | $815.06M | 0.49% | Add |
| Deutsche Bank AG history | 2.54M | $771.23M | 0.27% | Reduce |
| Citadel Advisors history | 2.42M | $734.15M | 0.11% | Reduce |
| Arrowstreet Capital history | 2.07M | $629.45M | 0.40% | Add |
| Citigroup Inc history | 2.03M | $618.33M | 0.28% | Reduce |
| Lazard Asset Management history | 1.65M | $500.62M | 0.68% | Reduce |
| National Pension Service of Korea history | 1.53M | $465.87M | 0.36% | Add |
| Capital World Investors history | 1.53M | $464.08M | 0.06% | Hold |
| Millennium Management history | 1.49M | $452.25M | 0.20% | Add |
| CPP Investments history | 1.28M | $389.50M | 0.27% | Add |
| D. E. Shaw & Co history | 881.57K | $267.90M | 0.17% | Reduce |
| Marshall Wace history | 827.55K | $251.48M | 0.26% | Add |
| Principal Global Investors history | 797.53K | $242.36M | 0.12% | Reduce |
| Prudential Financial history | 572.28K | $173.91M | 0.21% | Add |
| Manulife Financial history | 530.21K | $161.12M | 0.14% | Reduce |
| CDPQ (Caisse de Depot) history | 415.73K | $126.33M | 0.23% | Add |
| AQR Capital Management history | 344.97K | $104.62M | 0.07% | Add |
| Gates Foundation Trust history | 334.90K | $101.77M | 0.28% | Hold |
| Janus Henderson Group history | 322.55K | $98.02M | 0.04% | Add |
| Point72 Asset Management history | 315.44K | $95.86M | 0.17% | Reduce |
| Baillie Gifford & Co history | 130.53K | $39.67M | 0.03% | Reduce |
| Renaissance Technologies history | 103.33K | $31.40M | 0.04% | Add |
| MFS Investment Management history | 100.75K | $30.62M | 0.01% | Add |
| Saudi Arabian Monetary Authority history | 95.30K | $28.96M | 1.10% | Hold |
| Davidson Kempner Capital Management history | 95.00K | $28.87M | 0.58% | Add |
| Balyasny Asset Management history | 82.87K | $25.18M | 0.03% | Reduce |
| PSP Investments history | 61.55K | $18.70M | 0.07% | Add |
| Bridgewater Associates history | 61.26K | $18.62M | 0.07% | Add |
| Fidelity International (FIL) history | 35.83K | $10.89M | 0.01% | Add |
| Two Sigma Investments history | 24.01K | $7.30M | 0.01% | New |
| JPMorgan Chase & Co history | 21.10K | $6.41M | 0.00% | Add |
| T. Rowe Price Associates history | 9.20M | $2.79M | 0.30% | Add |
| Dodge & Cox history | 6.47K | $1.97M | 0.00% | Reduce |
| Moore Capital Management history | 5.32K | $1.62M | 0.02% | Add |
| Polen Capital Management history | 1.66K | $504.15K | 0.00% | New |
| Harris Associates (Oakmark) history | 1.27K | $386.85K | 0.00% | Reduce |
Q2 2025 — 54 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 71.33M | $20.84B | 0.34% | Add |
| BlackRock Inc history | 51.86M | $15.15B | 0.30% | Reduce |
| Geode Capital Management history | 16.83M | $4.90B | 0.34% | Add |
| Morgan Stanley history | 16.08M | $4.70B | 0.31% | Reduce |
| Bank of America Corp history | 12.98M | $3.79B | 0.28% | Reduce |
| Norges Bank Investment Management history | 9.52M | $2.78B | 0.35% | Add |
| Wellington Management Group history | 8.99M | $2.63B | 0.49% | Reduce |
| Northern Trust Corp history | 8.74M | $2.55B | 0.35% | Reduce |
| Wells Fargo & Co history | 8.20M | $2.40B | 0.50% | Reduce |
| Capital Research Global Investors history | 6.87M | $2.01B | 0.40% | Reduce |
| UBS Group AG history | 5.53M | $1.62B | 0.29% | Reduce |
| Charles Schwab Investment Management history | 5.40M | $1.58B | 0.27% | Reduce |
| BNY Mellon history | 5.38M | $1.57B | 0.30% | Reduce |
| Citadel Advisors history | 4.69M | $1.37B | 0.24% | Add |
| Legal & General Investment Management America history | 4.47M | $1.31B | 0.32% | Add |
| Goldman Sachs Group history | 4.42M | $1.29B | 0.18% | Reduce |
| Invesco Ltd history | 4.13M | $1.21B | 0.21% | Reduce |
| Amundi US history | 4.03M | $1.19B | 0.42% | Add |
| Fidelity Management & Research (FMR) history | 3.48M | $1.02B | 0.06% | Add |
| Franklin Resources history | 3.22M | $940.08M | 0.26% | Reduce |
| Viking Global Investors history | 3.13M | $913.16M | 2.64% | Add |
| Deutsche Bank AG history | 2.69M | $787.18M | 0.30% | Add |
| PNC Financial Services history | 2.59M | $757.53M | 0.49% | Reduce |
| Citigroup Inc history | 2.39M | $698.48M | 0.35% | Add |
| Capital World Investors history | 1.53M | $446.78M | 0.07% | Reduce |
| National Pension Service of Korea history | 1.50M | $436.87M | 0.38% | Reduce |
| Arrowstreet Capital history | 980.45K | $286.46M | 0.20% | Add |
| Millennium Management history | 927.65K | $271.03M | 0.14% | Add |
| Point72 Asset Management history | 907.67K | $265.19M | 0.55% | Add |
| D. E. Shaw & Co history | 900.25K | $263.03M | 0.20% | Add |
| CPP Investments history | 835.88K | $244.22M | 0.21% | Add |
| Principal Global Investors history | 805.02K | $235.20M | 0.12% | Reduce |
| Manulife Financial history | 570.77K | $166.76M | 0.15% | Reduce |
| Balyasny Asset Management history | 489.06K | $142.89M | 0.22% | Add |
| Prudential Financial history | 479.83K | $140.19M | 0.18% | Add |
| CDPQ (Caisse de Depot) history | 402.21K | $117.51M | 0.25% | Reduce |
| Gates Foundation Trust history | 334.90K | $97.85M | 0.20% | Hold |
| Janus Henderson Group history | 285.72K | $83.48M | 0.04% | Reduce |
| AQR Capital Management history | 252.37K | $73.73M | 0.06% | Reduce |
| Baillie Gifford & Co history | 136.29K | $39.82M | 0.03% | Reduce |
| Marshall Wace history | 100.00K | $29.22M | 0.03% | Reduce |
| MFS Investment Management history | 95.41K | $27.88M | 0.01% | Reduce |
| Saudi Arabian Monetary Authority history | 95.29K | $27.84M | 1.14% | Add |
| Renaissance Technologies history | 91.16K | $26.63M | 0.04% | Reduce |
| PSP Investments history | 54.14K | $15.82M | 0.07% | Reduce |
| Davidson Kempner Capital Management history | 50.00K | $14.61M | 0.27% | Hold |
| Bridgewater Associates history | 40.45K | $11.82M | 0.05% | Reduce |
| T. Rowe Price Associates history | 7.76M | $2.27M | 0.26% | Reduce |
| Fidelity International (FIL) history | 7.60K | $2.22M | 0.00% | Add |
| Dodge & Cox history | 6.57K | $1.92M | 0.00% | Hold |
| JPMorgan Chase & Co history | 5.90K | $1.72M | 0.00% | Reduce |
| Lazard Asset Management history | 1.75M | $511.11K | 0.77% | Add |
| Harris Associates (Oakmark) history | 1.42K | $413.71K | 0.00% | Reduce |
| Moore Capital Management history | 1.35K | $394.14K | 0.01% | New |
Q1 2025 — 52 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 70.41M | $21.99B | 0.40% | Hold |
| BlackRock Inc history | 52.58M | $16.43B | 0.36% | Hold |
| Morgan Stanley history | 17.56M | $5.49B | 0.40% | Add |
| Geode Capital Management history | 16.55M | $5.16B | 0.41% | Add |
| Bank of America Corp history | 15.13M | $4.73B | 0.39% | Add |
| Wellington Management Group history | 11.85M | $3.70B | 0.73% | Reduce |
| Northern Trust Corp history | 8.97M | $2.80B | 0.42% | Add |
| Capital Research Global Investors history | 8.74M | $2.73B | 0.59% | Reduce |
| Wells Fargo & Co history | 8.45M | $2.64B | 0.61% | Reduce |
| UBS Group AG history | 6.92M | $2.16B | 0.41% | Reduce |
| Charles Schwab Investment Management history | 5.70M | $1.78B | 0.33% | Hold |
| BNY Mellon history | 5.68M | $1.77B | 0.36% | Reduce |
| Goldman Sachs Group history | 4.98M | $1.56B | 0.26% | Add |
| Invesco Ltd history | 4.66M | $1.46B | 0.28% | Add |
| Legal & General Investment Management America history | 4.43M | $1.38B | 0.38% | Add |
| Franklin Resources history | 4.09M | $1.28B | 0.38% | Add |
| Fidelity Management & Research (FMR) history | 3.44M | $1.08B | 0.07% | Hold |
| Capital World Investors history | 2.75M | $858.13M | 0.14% | Add |
| PNC Financial Services history | 2.62M | $819.93M | 0.43% | Reduce |
| Deutsche Bank AG history | 2.49M | $778.63M | 0.32% | Reduce |
| Citigroup Inc history | 2.30M | $718.07M | 0.38% | Add |
| Citadel Advisors history | 2.20M | $686.13M | 0.13% | Reduce |
| Amundi US history | 2.06M | $654.98M | 0.24% | Reduce |
| National Pension Service of Korea history | 1.61M | $502.80M | 0.48% | Add |
| Viking Global Investors history | 1.15M | $359.36M | 1.14% | New |
| CDPQ (Caisse de Depot) history | 1.01M | $315.84M | 0.66% | Add |
| Janus Henderson Group history | 959.75K | $294.73M | 0.16% | Reduce |
| Principal Global Investors history | 832.36K | $260.00M | 0.15% | Reduce |
| Manulife Financial history | 783.55K | $244.76M | 0.24% | Add |
| Arrowstreet Capital history | 773.14K | $241.50M | 0.20% | Add |
| CPP Investments history | 586.46K | $183.19M | 0.18% | Add |
| Prudential Financial history | 449.26K | $140.34M | 0.20% | Reduce |
| Millennium Management history | 425.60K | $132.95M | 0.07% | Reduce |
| Gates Foundation Trust history | 334.90K | $104.61M | 0.25% | Hold |
| AQR Capital Management history | 279.15K | $86.34M | 0.09% | Reduce |
| Marshall Wace history | 225.00K | $70.28M | 0.09% | New |
| D. E. Shaw & Co history | 221.20K | $69.10M | 0.07% | Reduce |
| Renaissance Technologies history | 179.87K | $56.19M | 0.09% | New |
| Baillie Gifford & Co history | 144.03K | $44.99M | 0.04% | Reduce |
| MFS Investment Management history | 99.32K | $31.02M | 0.01% | Add |
| PSP Investments history | 97.39K | $30.42M | 0.13% | Add |
| Bridgewater Associates history | 53.92K | $16.84M | 0.08% | Reduce |
| Davidson Kempner Capital Management history | 50.00K | $15.62M | 0.37% | Reduce |
| Balyasny Asset Management history | 31.68K | $9.90M | 0.02% | Reduce |
| JPMorgan Chase & Co history | 30.00K | $9.37M | 0.00% | Add |
| Point72 Asset Management history | 10.30K | $3.22M | 0.01% | Reduce |
| T. Rowe Price Associates history | 9.34M | $2.92M | 0.36% | Add |
| Harris Associates (Oakmark) history | 7.96K | $2.49M | 0.00% | Add |
| Dodge & Cox history | 6.57K | $2.05M | 0.00% | Hold |
| Fidelity International (FIL) history | 4.85K | $1.52M | 0.00% | Reduce |
| Lazard Asset Management history | 1.70M | $530.56K | 0.88% | Reduce |
| Saudi Arabian Monetary Authority history | 282 | $88.09K | 0.47% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 37.90K sh · $10.13M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 701.20K sh · $217.93M
- Maverick Capital sold 294.10K sh · $91.40M
- Two Sigma Investments sold 79.26K sh · $24.63M
- Ontario Teachers Pension Plan sold 2.84K sh · $882.33K
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 | 55.44M | 55.35M | 53.51M | 52.25M | 51.86M | 52.58M | 52.36M | 50.21M | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 18.11M | 17.96M | 17.04M | 16.96M | 16.83M | 16.55M | 16.07M | 15.92M | 15.70M | 15.41M | 14.78M | 14.57M | 14.23M | 13.91M | 13.70M | 13.52M | 13.35M | 13.00M | 12.85M | 12.59M |
| Morgan Stanley | 15.03M | 15.62M | 15.27M | 15.57M | 16.08M | 17.56M | 15.49M | 15.36M | 13.45M | 13.33M | 13.43M | 12.71M | 12.70M | 12.42M | 12.88M | 12.92M | 12.66M | 9.29M | 9.04M | 8.72M |
| Bank of America Corp | 11.00M | 12.16M | 12.42M | 12.99M | 12.98M | 15.13M | 13.32M | 13.41M | 13.61M | 15.94M | 14.37M | 12.74M | 12.19M | 14.05M | 14.35M | 12.18M | 12.56M | 12.29M | 11.71M | 11.97M |
| Norges Bank Investment Management | 9.88M | — | 9.46M | — | 9.52M | — | 9.40M | — | 9.14M | — | 9.06M | — | — | — | 8.88M | — | — | — | — | — |
| Capital Research Global Investors | 8.96M | 6.89M | 6.22M | 6.25M | 6.87M | 8.74M | 10.65M | 10.12M | 8.76M | 5.47M | 3.28M | 3.99M | 3.90M | 3.89M | 3.90M | 5.34M | 4.70M | 5.05M | 6.71M | 6.70M |
| Wells Fargo & Co | 8.16M | 7.99M | 7.90M | 8.37M | 8.20M | 8.45M | 8.61M | 8.41M | 8.67M | 8.15M | 7.99M | 8.00M | 8.05M | 7.89M | 7.86M | 7.96M | 7.92M | 8.09M | 3.13K | 31 |
| Northern Trust Corp | 7.92M | 8.22M | 8.26M | 8.41M | 8.74M | 8.97M | 8.87M | 7.97M | 8.35M | 8.52M | 8.91M | 9.20M | 9.05M | 9.35M | 9.33M | 9.29M | 9.32M | 9.46M | 9.54M | 9.67M |
| Charles Schwab Investment Management | 6.20M | 5.58M | 5.46M | 5.42M | 5.40M | 5.70M | 5.69M | 5.56M | 5.52M | 5.47M | 5.43M | 5.39M | 5.15M | 5.20M | 5.23M | 5.18M | 5.10M | 5.12M | 5.01M | 4.92M |
| UBS Group AG | 6.11M | 6.11M | 5.46M | 5.82M | 5.53M | 6.92M | 7.77M | 7.74M | 7.43M | 7.24M | 5.80M | 5.39M | 5.78M | 5.49M | 6.12M | 5.39M | 5.26M | 5.20M | 5.24M | 5.45M |
| BNY Mellon | 5.03M | 5.16M | 5.28M | 5.24M | 5.38M | 5.68M | 5.80M | 5.75M | 5.88M | 6.06M | 6.38M | 6.77M | 6.98M | 7.18M | 7.70M | 7.59M | 7.77M | 6.91M | 7.05M | 6.69M |
| Franklin Resources | 4.94M | 4.24M | 4.25M | 4.40M | 3.22M | 4.09M | 4.05M | 3.26M | 3.75M | 3.21M | 3.15M | 3.13M | 3.20M | 3.17M | 3.23M | 3.30M | 3.36M | 3.43M | 3.35M | 3.36M |
| Goldman Sachs Group | 4.58M | 5.45M | 4.94M | 4.19M | 4.42M | 4.98M | 4.24M | 4.30M | 4.21M | 4.29M | 4.66M | 4.60M | 4.61M | 4.40M | 4.75M | 5.07M | 4.57M | 4.34M | 5.12M | 4.74M |
| Legal & General Investment Management America | 4.40M | 4.75M | 4.68M | 4.76M | 4.47M | 4.43M | 4.35M | 5.90M | 6.15M | 5.92M | 5.95M | 4.64M | 4.90M | 4.73M | 4.72M | 5.08M | 5.27M | 5.11M | 4.82M | 4.95M |
| Arrowstreet Capital | 4.27M | 3.64M | 3.10M | 2.07M | 980.45K | 773.14K | 9.95K | 14.16K | 309.37K | 619.57K | 502.08K | 905.55K | 1.26M | 1.10M | 1.26M | 1.56M | 1.66M | 2.19M | 169.94K | 736.20K |
| Invesco Ltd | 3.82M | 3.55M | 3.88M | 4.19M | 4.13M | 4.66M | 4.28M | 3.69M | 3.53M | 3.50M | 3.54M | 3.35M | 3.40M | 3.32M | 3.31M | 3.60M | 3.67M | 3.81M | 3.72M | 3.57M |
| Amundi US | 3.52M | 4.06M | 4.57M | 4.32M | 4.03M | 2.06M | 2.22M | 2.39M | 2.91M | 2.40M | 1.67M | 2.26M | 2.15M | 2.45M | 2.66M | 1.62M | 1.18M | 1.66M | 1.41M | 1.34M |
| Fidelity Management & Research (FMR) | 3.19M | 3.60M | 3.55M | 3.88M | 3.48M | 3.44M | 3.43M | 4.39M | 4.47M | 4.69M | 5.43M | 5.47M | 5.84M | 4.68M | 4.60M | 4.42M | 3.51M | 3.45M | 3.37M | 2.72M |
| Wellington Management Group | 3.08M | 3.41M | 4.62M | 7.43M | 8.99M | 11.85M | 14.02M | 15.08M | 14.95M | 10.93M | 11.80M | 12.09M | 13.22M | 15.45M | 16.09M | 17.32M | 19.75M | 20.76M | 23.72M | 26.94M |
| Citadel Advisors | 2.94M | 2.29M | 2.59M | 2.42M | 4.69M | 2.20M | 3.78M | 4.19M | 3.28M | 4.12M | 3.80M | 2.51M | 4.70M | 3.47M | 3.83M | 3.01M | 2.71M | 2.14M | 2.17M | 4.06M |
▲ 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