MCRI — MONARCH CASINO & RESORT INC
Reported value held$797.10M
Funds holding (latest)41
SectorConsumer Discretionary
Funds holding (Q2 2026)37
Institutional value$696.29M · 5.61M sh
New / Add / Cut / Exit2 / 15 / 18 / 1
Top-5 / Top-10 concentration63.0% / 78.1%
Institutional holdings change
Accumulating +17.9%
(+853.27K sh)
Institutional value change
Up +55.5%
As of Q2 2026, 37 SEC-registered investment managers reported holding MCRI (MONARCH CASINO & RESORT INC) in their latest 13F filings, with a combined reported value of $696.29M across 5.61M shares. That is +17.9% by share count (+853.27K shares) versus the previous quarter, while reported value moved +55.5%. Ownership is concentrated: the five largest holders account for 63.0% of reported value and the top ten for 78.1%.
Compared with the prior quarter, 2 opened new positions, 15 added to existing stakes, 18 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
MCRI 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 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.06M | $270.68M | 0.00% | Add |
| JPMorgan Chase & Co history | 441.83K | $58.91M | 0.01% | New |
| Geode Capital Management history | 426.38K | $56.12M | 0.00% | Add |
| Morgan Stanley history | 204.16K | $26.87M | 0.00% | Reduce |
| Arrowstreet Capital history | 200.42K | $26.38M | 0.01% | Reduce |
| Wellington Management Group history | 188.72K | $24.84M | 0.01% | Add |
| AQR Capital Management history | 172.37K | $22.69M | 0.01% | Add |
| Charles Schwab Investment Management history | 155.16K | $20.42M | 0.00% | Reduce |
| Goldman Sachs Group history | 148.61K | $19.56M | 0.00% | Add |
| Northern Trust Corp history | 130.09K | $17.12M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 129.04K | $16.98M | 0.00% | Reduce |
| BNY Mellon history | 127.48K | $16.78M | 0.00% | Reduce |
| Invesco Ltd history | 125.81K | $16.56M | 0.00% | Add |
| Renaissance Technologies history | 103.81K | $13.66M | 0.02% | Reduce |
| Norges Bank Investment Management history | 94.30K | $12.41M | 0.00% | New |
| Citadel Advisors history | 75.78K | $9.97M | 0.00% | Reduce |
| Principal Global Investors history | 66.44K | $8.74M | 0.00% | Hold |
| Lazard Asset Management history | 64.53K | $8.49M | 0.01% | Add |
| PSP Investments history | 63.24K | $8.32M | 0.02% | Reduce |
| UBS Group AG history | 46.72K | $6.15M | 0.00% | Add |
| Bank of America Corp history | 41.79K | $5.50M | 0.00% | Reduce |
| Wells Fargo & Co history | 40.80K | $5.37M | 0.00% | Add |
| Legal & General Investment Management America history | 26.34K | $3.47M | 0.00% | Reduce |
| Franklin Resources history | 24.95K | $3.28M | 0.00% | Add |
| Citigroup Inc history | 20.45K | $2.69M | 0.00% | Add |
| Royce & Associates history | 19.86K | $2.61M | 0.02% | Add |
| Millennium Management history | 19.06K | $2.51M | 0.00% | Reduce |
| Deutsche Bank AG history | 12.99K | $1.71M | 0.00% | Reduce |
| Prudential Financial history | 12.54K | $1.65M | 0.00% | Hold |
| Point72 Asset Management history | 9.22K | $1.21M | 0.00% | Reduce |
| Two Sigma Investments history | 8.79K | $1.16M | 0.00% | Reduce |
| D. E. Shaw & Co history | 7.96K | $1.05M | 0.00% | Reduce |
| CPP Investments history | 7.30K | $960.75K | 0.00% | Reduce |
| Manulife Financial history | 5.15K | $677.66K | 0.00% | Reduce |
| Amundi US history | 2.88K | $378.77K | 0.00% | Reduce |
| PNC Financial Services history | 2.72K | $357.58K | 0.00% | Add |
| T. Rowe Price Associates history | 322.56K | $42.45K | 0.00% | Add |
Q1 2026 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.97M | $188.30M | 0.00% | Add |
| Geode Capital Management history | 408.56K | $39.06M | 0.00% | Add |
| Morgan Stanley history | 224.18K | $21.43M | 0.00% | Reduce |
| Arrowstreet Capital history | 202.86K | $19.39M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 185.09K | $17.69M | 0.00% | Reduce |
| AQR Capital Management history | 166.30K | $15.90M | 0.01% | Add |
| Charles Schwab Investment Management history | 161.45K | $15.43M | 0.00% | Add |
| Wellington Management Group history | 153.18K | $14.64M | 0.00% | Reduce |
| Renaissance Technologies history | 134.60K | $12.87M | 0.02% | Reduce |
| BNY Mellon history | 128.44K | $12.28M | 0.00% | Reduce |
| Northern Trust Corp history | 125.44K | $11.99M | 0.00% | Add |
| Goldman Sachs Group history | 93.28K | $8.92M | 0.00% | Add |
| Citadel Advisors history | 84.27K | $8.06M | 0.00% | Reduce |
| Principal Global Investors history | 66.17K | $6.33M | 0.00% | Reduce |
| PSP Investments history | 66.11K | $6.32M | 0.02% | Add |
| Millennium Management history | 64.91K | $6.21M | 0.00% | Reduce |
| Lazard Asset Management history | 61.59K | $5.89M | 0.01% | Add |
| Invesco Ltd history | 53.73K | $5.14M | 0.00% | Reduce |
| Bank of America Corp history | 48.82K | $4.67M | 0.00% | Add |
| Point72 Asset Management history | 42.35K | $4.05M | 0.01% | Reduce |
| D. E. Shaw & Co history | 36.71K | $3.51M | 0.00% | Reduce |
| UBS Group AG history | 29.28K | $2.80M | 0.00% | Reduce |
| Deutsche Bank AG history | 28.69K | $2.74M | 0.00% | Add |
| Legal & General Investment Management America history | 26.92K | $2.57M | 0.00% | Reduce |
| Wells Fargo & Co history | 19.64K | $1.88M | 0.00% | Reduce |
| Royce & Associates history | 19.16K | $1.83M | 0.02% | Add |
| Citigroup Inc history | 17.64K | $1.69M | 0.00% | Add |
| Franklin Resources history | 14.81K | $1.42M | 0.00% | Reduce |
| Prudential Financial history | 12.52K | $1.20M | 0.00% | Add |
| Two Sigma Investments history | 11.04K | $1.05M | 0.00% | New |
| CPP Investments history | 8.30K | $793.48K | 0.00% | Reduce |
| Janus Henderson Group history | 6.07K | $581.06K | 0.00% | Hold |
| Manulife Financial history | 5.29K | $505.25K | 0.00% | Reduce |
| Amundi US history | 4.34K | $414.81K | 0.00% | New |
| PNC Financial Services history | 2.70K | $258.10K | 0.00% | Add |
| T. Rowe Price Associates history | 69.61K | $6.66K | 0.00% | Add |
Q4 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.95M | $186.52M | 0.00% | Add |
| Vanguard Group history | 1.03M | $98.61M | 0.00% | Add |
| JPMorgan Chase & Co history | 486.42K | $46.55M | 0.01% | Reduce |
| Geode Capital Management history | 396.84K | $37.98M | 0.00% | Add |
| Morgan Stanley history | 243.21K | $23.28M | 0.00% | Add |
| Arrowstreet Capital history | 209.05K | $20.01M | 0.01% | Add |
| Invesco Ltd history | 194.37K | $18.60M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 189.46K | $18.13M | 0.00% | Add |
| Wellington Management Group history | 159.85K | $15.30M | 0.00% | Reduce |
| Renaissance Technologies history | 157.30K | $15.05M | 0.02% | Reduce |
| Charles Schwab Investment Management history | 156.53K | $14.98M | 0.00% | Add |
| BNY Mellon history | 130.53K | $12.49M | 0.00% | Reduce |
| Northern Trust Corp history | 123.73K | $11.84M | 0.00% | Reduce |
| Citadel Advisors history | 110.70K | $10.59M | 0.00% | Reduce |
| Goldman Sachs Group history | 87.11K | $8.34M | 0.00% | Reduce |
| Millennium Management history | 83.47K | $7.99M | 0.00% | Add |
| AQR Capital Management history | 81.03K | $7.75M | 0.00% | Add |
| Principal Global Investors history | 70.32K | $6.73M | 0.00% | Add |
| PSP Investments history | 58.35K | $5.58M | 0.02% | Add |
| Lazard Asset Management history | 57.66K | $5.52M | 0.01% | Add |
| Point72 Asset Management history | 55.71K | $5.33M | 0.01% | Add |
| D. E. Shaw & Co history | 55.44K | $5.31M | 0.00% | Add |
| UBS Group AG history | 46.45K | $4.45M | 0.00% | Add |
| Bank of America Corp history | 45.46K | $4.35M | 0.00% | Reduce |
| Wells Fargo & Co history | 35.10K | $3.36M | 0.00% | Add |
| Legal & General Investment Management America history | 29.69K | $2.84M | 0.00% | Reduce |
| Deutsche Bank AG history | 27.51K | $2.63M | 0.00% | Reduce |
| CPP Investments history | 21.70K | $2.08M | 0.00% | Add |
| Royce & Associates history | 18.28K | $1.75M | 0.02% | Reduce |
| Franklin Resources history | 15.88K | $1.52M | 0.00% | Reduce |
| Prudential Financial history | 11.65K | $1.11M | 0.00% | Reduce |
| Janus Henderson Group history | 6.07K | $580.57K | 0.00% | Reduce |
| Manulife Financial history | 5.49K | $525.58K | 0.00% | Reduce |
| Citigroup Inc history | 4.24K | $406.15K | 0.00% | Reduce |
| PNC Financial Services history | 2.43K | $232.42K | 0.00% | Add |
| T. Rowe Price Associates history | 53.03K | $5.08K | 0.00% | Add |
Q3 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.89M | $199.54M | 0.00% | Reduce |
| Vanguard Group history | 1.02M | $108.46M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 642.33K | $67.98M | 0.01% | Reduce |
| Geode Capital Management history | 385.95K | $40.85M | 0.00% | Reduce |
| Janus Henderson Group history | 241.74K | $25.59M | 0.01% | Reduce |
| Morgan Stanley history | 227.71K | $24.10M | 0.00% | Add |
| Renaissance Technologies history | 182.50K | $19.32M | 0.03% | Add |
| Arrowstreet Capital history | 178.98K | $18.94M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 177.88K | $18.83M | 0.00% | Add |
| Wellington Management Group history | 166.50K | $17.62M | 0.00% | Reduce |
| Citadel Advisors history | 158.56K | $16.78M | 0.00% | Add |
| Charles Schwab Investment Management history | 149.22K | $15.79M | 0.00% | Add |
| Invesco Ltd history | 140.63K | $14.88M | 0.00% | Reduce |
| BNY Mellon history | 139.91K | $14.81M | 0.00% | Reduce |
| Northern Trust Corp history | 128.74K | $13.63M | 0.00% | Reduce |
| Goldman Sachs Group history | 93.74K | $9.92M | 0.00% | Add |
| Principal Global Investors history | 67.46K | $7.14M | 0.00% | Reduce |
| AQR Capital Management history | 61.76K | $6.54M | 0.00% | Add |
| PSP Investments history | 57.28K | $6.06M | 0.02% | Add |
| Lazard Asset Management history | 55.55K | $5.88M | 0.01% | Add |
| Millennium Management history | 48.60K | $5.14M | 0.00% | Add |
| Bank of America Corp history | 47.34K | $5.01M | 0.00% | Reduce |
| D. E. Shaw & Co history | 39.66K | $4.20M | 0.00% | Add |
| UBS Group AG history | 36.60K | $3.87M | 0.00% | Reduce |
| Legal & General Investment Management America history | 32.48K | $3.44M | 0.00% | Reduce |
| Deutsche Bank AG history | 30.70K | $3.25M | 0.00% | Add |
| Wells Fargo & Co history | 30.11K | $3.19M | 0.00% | Reduce |
| Royce & Associates history | 19.20K | $2.03M | 0.02% | Reduce |
| Franklin Resources history | 16.16K | $1.71M | 0.00% | Add |
| CPP Investments history | 14.40K | $1.52M | 0.00% | Hold |
| Prudential Financial history | 12.37K | $1.31M | 0.00% | Reduce |
| Two Sigma Investments history | 7.97K | $843.12K | 0.00% | New |
| Citigroup Inc history | 7.79K | $824.39K | 0.00% | Reduce |
| Manulife Financial history | 5.85K | $619.06K | 0.00% | Reduce |
| PNC Financial Services history | 1.81K | $191.92K | 0.00% | Add |
| Point72 Asset Management history | 1.29K | $136.95K | 0.00% | Reduce |
| T. Rowe Price Associates history | 50.42K | $5.34K | 0.00% | Add |
Q2 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.98M | $170.85M | 0.00% | Reduce |
| Vanguard Group history | 1.04M | $89.97M | 0.00% | Add |
| JPMorgan Chase & Co history | 796.06K | $68.81M | 0.01% | Reduce |
| Geode Capital Management history | 391.87K | $33.88M | 0.00% | Add |
| Janus Henderson Group history | 247.24K | $21.37M | 0.01% | Reduce |
| Wellington Management Group history | 232.22K | $20.07M | 0.00% | Reduce |
| Invesco Ltd history | 215.02K | $18.59M | 0.00% | Reduce |
| Morgan Stanley history | 210.35K | $18.18M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 170.16K | $14.71M | 0.00% | Hold |
| BNY Mellon history | 144.11K | $12.46M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 141.43K | $12.23M | 0.00% | Add |
| Renaissance Technologies history | 138.30K | $11.95M | 0.02% | Reduce |
| Northern Trust Corp history | 131.19K | $11.34M | 0.00% | Reduce |
| Arrowstreet Capital history | 108.79K | $9.40M | 0.01% | Add |
| Citadel Advisors history | 101.06K | $8.74M | 0.00% | Add |
| UBS Group AG history | 99.50K | $8.60M | 0.00% | Add |
| Goldman Sachs Group history | 80.43K | $6.95M | 0.00% | Reduce |
| Principal Global Investors history | 68.11K | $5.89M | 0.00% | Reduce |
| AQR Capital Management history | 55.24K | $4.77M | 0.00% | Reduce |
| Bank of America Corp history | 48.62K | $4.20M | 0.00% | Add |
| PSP Investments history | 43.31K | $3.74M | 0.02% | Add |
| Norges Bank Investment Management history | 42.60K | $3.68M | 0.00% | Reduce |
| Legal & General Investment Management America history | 35.47K | $3.07M | 0.00% | Add |
| Wells Fargo & Co history | 34.56K | $2.99M | 0.00% | Add |
| Royce & Associates history | 20.50K | $1.77M | 0.02% | Add |
| D. E. Shaw & Co history | 19.12K | $1.65M | 0.00% | Reduce |
| CPP Investments history | 14.40K | $1.24M | 0.00% | Add |
| Franklin Resources history | 14.32K | $1.24M | 0.00% | Add |
| Citigroup Inc history | 14.00K | $1.21M | 0.00% | Reduce |
| Prudential Financial history | 13.15K | $1.10M | 0.00% | Add |
| Millennium Management history | 10.46K | $904.42K | 0.00% | Reduce |
| Deutsche Bank AG history | 8.87K | $766.38K | 0.00% | Reduce |
| Manulife Financial history | 6.19K | $534.89K | 0.00% | Add |
| Point72 Asset Management history | 2.67K | $231.27K | 0.00% | Add |
| PNC Financial Services history | 1.77K | $152.93K | 0.00% | Reduce |
| Lazard Asset Management history | 42.56K | $3.68K | 0.01% | Add |
| T. Rowe Price Associates history | 39.86K | $3.45K | 0.00% | Add |
Q1 2025 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.02M | $156.94M | 0.00% | Reduce |
| Vanguard Group history | 1.03M | $79.95M | 0.00% | Add |
| JPMorgan Chase & Co history | 865.01K | $67.25M | 0.01% | Reduce |
| Janus Henderson Group history | 382.54K | $29.99M | 0.02% | Reduce |
| Geode Capital Management history | 326.60K | $25.40M | 0.00% | Add |
| Wellington Management Group history | 233.51K | $18.16M | 0.00% | Add |
| Morgan Stanley history | 226.46K | $17.61M | 0.00% | Add |
| Invesco Ltd history | 222.77K | $17.32M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 169.95K | $13.21M | 0.00% | Add |
| Renaissance Technologies history | 150.20K | $11.68M | 0.02% | Add |
| BNY Mellon history | 145.06K | $11.28M | 0.00% | Reduce |
| Northern Trust Corp history | 133.35K | $10.37M | 0.00% | Hold |
| Charles Schwab Investment Management history | 131.03K | $10.19M | 0.00% | Add |
| Citadel Advisors history | 98.60K | $7.67M | 0.00% | Reduce |
| Arrowstreet Capital history | 98.24K | $7.64M | 0.01% | Reduce |
| Goldman Sachs Group history | 81.58K | $6.34M | 0.00% | Reduce |
| Principal Global Investors history | 68.86K | $5.35M | 0.00% | Add |
| UBS Group AG history | 58.70K | $4.56M | 0.00% | Add |
| AQR Capital Management history | 57.73K | $4.49M | 0.01% | Add |
| Bank of America Corp history | 47.80K | $3.72M | 0.00% | Add |
| PSP Investments history | 40.33K | $3.14M | 0.01% | Add |
| Legal & General Investment Management America history | 35.23K | $2.74M | 0.00% | Reduce |
| Wells Fargo & Co history | 32.80K | $2.55M | 0.00% | Add |
| D. E. Shaw & Co history | 23.99K | $1.87M | 0.00% | Add |
| Citigroup Inc history | 21.12K | $1.64M | 0.00% | Add |
| Royce & Associates history | 19.93K | $1.55M | 0.02% | Add |
| Millennium Management history | 19.51K | $1.52M | 0.00% | Reduce |
| Balyasny Asset Management history | 17.03K | $1.32M | 0.00% | Add |
| Franklin Resources history | 13.66K | $1.06M | 0.00% | Add |
| Prudential Financial history | 12.54K | $1.04M | 0.00% | Reduce |
| Two Sigma Investments history | 10.67K | $829.51K | 0.00% | New |
| Deutsche Bank AG history | 10.07K | $782.87K | 0.00% | Reduce |
| Manulife Financial history | 6.12K | $476.14K | 0.00% | Add |
| PNC Financial Services history | 1.79K | $139.54K | 0.00% | Reduce |
| Point72 Asset Management history | 1.64K | $127.15K | 0.00% | New |
| CPP Investments history | 1.00K | $77.75K | 0.00% | Hold |
| T. Rowe Price Associates history | 38.75K | $3.01K | 0.00% | Add |
| Lazard Asset Management history | 2.69K | $208 | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 441.83K sh · $58.91M
- Norges Bank Investment Management 94.30K sh · $12.41M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 6.07K sh · $581.06K
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 | 2.06M | 1.97M | 1.95M | 1.89M | 1.98M | 2.02M | 2.11M | 2.07M | — | — | — | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | 441.83K | — | 486.42K | 642.33K | 796.06K | 865.01K | 918.73K | 845.97K | 866.78K | 871.12K | 847.04K | 841.84K | 812.26K | 784.81K | 824.34K | 902.68K | 899.64K | 857.46K | 919.60K | 906.01K |
| Geode Capital Management | 426.38K | 408.56K | 396.84K | 385.95K | 391.87K | 326.60K | 314.25K | 314.90K | 314.99K | 307.76K | 301.50K | 288.45K | 278.42K | 266.71K | 253.98K | 243.50K | 239.72K | 240.08K | 242.18K | 241.10K |
| Morgan Stanley | 204.16K | 224.18K | 243.21K | 227.71K | 210.35K | 226.46K | 198.86K | 282.35K | 157.51K | 149.76K | 180.01K | 130.07K | 162.47K | 119.46K | 136.03K | 124.22K | 141.98K | 86.30K | 59.81K | 44.34K |
| Arrowstreet Capital | 200.42K | 202.86K | 209.05K | 178.98K | 108.79K | 98.24K | 133.67K | 65.70K | 50.29K | 55.47K | 54.75K | 125.44K | 149.32K | 132.27K | 112.91K | 29.78K | 8.85K | 73.84K | 76.37K | 85.04K |
| Wellington Management Group | 188.72K | 153.18K | 159.85K | 166.50K | 232.22K | 233.51K | 210.50K | 219.62K | 211.34K | 117.46K | — | — | — | — | — | — | 3.67K | — | — | — |
| AQR Capital Management | 172.37K | 166.30K | 81.03K | 61.76K | 55.24K | 57.73K | 42.44K | 40.36K | 60.41K | 86.42K | 82.74K | 79.23K | 79.70K | 67.63K | 25.72K | 23.63K | 5.99K | 3.36K | 7.02K | 5.66K |
| Charles Schwab Investment Management | 155.16K | 161.45K | 156.53K | 149.22K | 141.43K | 131.03K | 118.51K | 112.84K | 112.74K | 110.41K | 107.36K | 107.10K | 101.52K | 99.69K | 99.83K | 97.03K | 94.50K | 94.68K | 92.12K | 90.16K |
| Goldman Sachs Group | 148.61K | 93.28K | 87.11K | 93.74K | 80.43K | 81.58K | 89.77K | 119.27K | 68.42K | 67.99K | 73.97K | 113.27K | 120.65K | 127.15K | 40.85K | 35.77K | 42.09K | 25.00K | 89.43K | 136.09K |
| Northern Trust Corp | 130.09K | 125.44K | 123.73K | 128.74K | 131.19K | 133.35K | 133.73K | 123.04K | 127.43K | 144.84K | 149.06K | 149.32K | 148.64K | 205.43K | 206.22K | 202.87K | 202.94K | 200.95K | 211.24K | 213.75K |
| Fidelity Management & Research (FMR) | 129.04K | 185.09K | 189.46K | 177.88K | 170.16K | 169.95K | 150.51K | 134.10K | 132.70K | 202.86K | 193.55K | 7.06K | 7.20K | 7.09K | 7.08K | 7.08K | 7.11K | 7.18K | 3.31K | 3.31K |
| BNY Mellon | 127.48K | 128.44K | 130.53K | 139.91K | 144.11K | 145.06K | 151.37K | 165.49K | 178.73K | 177.33K | 268.34K | 177.12K | 175.34K | 115.11K | 119.40K | 121.38K | 117.77K | 130.55K | 123.57K | 122.21K |
| Invesco Ltd | 125.81K | 53.73K | 194.37K | 140.63K | 215.02K | 222.77K | 90.17K | 183.83K | 100.47K | 97.94K | 100.01K | 101.34K | 54.12K | 80.44K | 218.98K | 35.53K | 33.34K | 570.41K | 55.65K | 59.16K |
| Renaissance Technologies | 103.81K | 134.60K | 157.30K | 182.50K | 138.30K | 150.20K | 138.00K | 128.40K | 110.10K | 98.60K | 80.10K | 59.00K | 40.00K | 35.58K | 42.70K | 34.60K | 13.10K | 5.20K | 28.60K | 34.30K |
| Norges Bank Investment Management | 94.30K | — | — | — | 42.60K | — | 46.30K | — | — | — | — | — | — | — | 31.40K | — | — | — | — | — |
| Citadel Advisors | 75.78K | 84.27K | 110.70K | 158.56K | 101.06K | 98.60K | 121.20K | 131.10K | 171.69K | 144.34K | 88.02K | 100.41K | 174.05K | 107.08K | 87.84K | 45.99K | 19.00K | 35.21K | 7.50K | 16.95K |
| Principal Global Investors | 66.44K | 66.17K | 70.32K | 67.46K | 68.11K | 68.86K | 67.17K | 65.02K | 68.59K | 72.53K | 72.04K | 73.67K | 77.60K | 80.79K | 82.69K | 83.78K | 87.81K | 86.64K | 87.34K | 88.82K |
| Lazard Asset Management | 64.53K | 61.59K | 57.66K | 55.55K | 42.56K | 2.69K | 2.95K | 2.21K | — | — | — | — | — | — | 941 | 941 | 941 | 941 | 941 | 871 |
| PSP Investments | 63.24K | 66.11K | 58.35K | 57.28K | 43.31K | 40.33K | 31.63K | 27.03K | 28.83K | 27.70K | 27.70K | 16.56K | 23.78K | 23.34K | 24.23K | 24.23K | 24.48K | 24.48K | 26.71K | 26.49K |
| UBS Group AG | 46.72K | 29.28K | 46.45K | 36.60K | 99.50K | 58.70K | 38.83K | 98.85K | 80.80K | 92.38K | 83.17K | 68.42K | 74.21K | 6.55K | 4.55K | 1.46K | 464 | 1.39K | 4.49K | 464 |
▲ 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