MMS — MAXIMUS INC.
Reported value held$1.89B
Funds holding (latest)46
SectorConsumer Discretionary
Funds holding (Q2 2026)39
Institutional value$1.32B · 24.66M sh
New / Add / Cut / Exit2 / 22 / 13 / 2
Top-5 / Top-10 concentration64.9% / 78.1%
Institutional holdings change
Accumulating +1.9%
(+456.08K sh)
Institutional value change
Down -14.6%
As of Q2 2026, 39 SEC-registered investment managers reported holding MMS (MAXIMUS INC.) in their latest 13F filings, with a combined reported value of $1.32B across 24.66M shares. That is +1.9% by share count (+456.08K shares) versus the previous quarter, while reported value moved -14.6%. Ownership is concentrated: the five largest holders account for 64.9% of reported value and the top ten for 78.1%.
Compared with the prior quarter, 2 opened new positions, 22 added to existing stakes, 13 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
MMS 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 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 7.44M | $400.19M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 5.54M | $298.07M | 0.01% | Reduce |
| Geode Capital Management history | 1.58M | $84.80M | 0.01% | Add |
| Charles Schwab Investment Management history | 703.31K | $37.81M | 0.01% | Reduce |
| Northern Trust Corp history | 699.69K | $37.62M | 0.00% | Add |
| Norges Bank Investment Management history | 695.68K | $37.40M | 0.00% | Reduce |
| Prudential Financial history | 683.91K | $36.77M | 0.04% | Add |
| Goldman Sachs Group history | 640.60K | $34.44M | 0.00% | Add |
| Citadel Advisors history | 621.89K | $33.43M | 0.00% | Add |
| Bank of America Corp history | 585.69K | $31.49M | 0.00% | Add |
| Invesco Ltd history | 532.87K | $28.65M | 0.00% | Add |
| Royce & Associates history | 527.02K | $28.33M | 0.23% | Add |
| BNY Mellon history | 488.08K | $26.24M | 0.00% | Reduce |
| UBS Group AG history | 398.89K | $21.44M | 0.00% | Reduce |
| AQR Capital Management history | 395.51K | $21.26M | 0.01% | Add |
| JPMorgan Chase & Co history | 333.02K | $18.26M | 0.00% | New |
| Deutsche Bank AG history | 328.01K | $17.63M | 0.01% | Add |
| Morgan Stanley history | 319.02K | $17.15M | 0.00% | Reduce |
| Marshall Wace history | 273.81K | $14.72M | 0.01% | Add |
| Point72 Asset Management history | 256.45K | $13.79M | 0.02% | Add |
| Principal Global Investors history | 234.44K | $12.60M | 0.01% | Add |
| Wellington Management Group history | 215.83K | $11.60M | 0.00% | Reduce |
| PSP Investments history | 204.64K | $11.00M | 0.03% | Add |
| Two Sigma Investments history | 137.03K | $7.37M | 0.01% | Add |
| D. E. Shaw & Co history | 104.76K | $5.63M | 0.00% | Reduce |
| Citigroup Inc history | 99.08K | $5.33M | 0.00% | Reduce |
| Bridgewater Associates history | 98.47K | $5.29M | 0.02% | Add |
| Legal & General Investment Management America history | 83.49K | $4.49M | 0.00% | Hold |
| Arrowstreet Capital history | 78.83K | $4.24M | 0.00% | Add |
| Balyasny Asset Management history | 68.76K | $3.70M | 0.01% | New |
| Millennium Management history | 64.45K | $3.46M | 0.00% | Add |
| Wells Fargo & Co history | 50.21K | $2.70M | 0.00% | Add |
| Manulife Financial history | 48.44K | $2.60M | 0.00% | Reduce |
| Lazard Asset Management history | 13.06K | $702.16K | 0.00% | Hold |
| Franklin Resources history | 11.50K | $618.24K | 0.00% | Reduce |
| CDPQ (Caisse de Depot) history | 9.60K | $516.10K | 0.00% | Reduce |
| Amundi US history | 7.55K | $405.83K | 0.00% | Add |
| PNC Financial Services history | 5.66K | $304.12K | 0.00% | Add |
| T. Rowe Price Associates history | 74.52K | $4.01K | 0.00% | Add |
Q1 2026 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 8.18M | $524.23M | 0.03% | Hold |
| BlackRock Inc history | 7.52M | $482.01M | 0.01% | Reduce |
| Geode Capital Management history | 1.50M | $96.02M | 0.01% | Add |
| Charles Schwab Investment Management history | 716.92K | $45.95M | 0.01% | Reduce |
| Northern Trust Corp history | 693.03K | $44.42M | 0.01% | Reduce |
| UBS Group AG history | 615.19K | $39.43M | 0.01% | Add |
| Bank of America Corp history | 563.49K | $36.12M | 0.00% | Reduce |
| BNY Mellon history | 518.70K | $33.25M | 0.01% | Hold |
| Goldman Sachs Group history | 480.58K | $30.81M | 0.00% | Reduce |
| Royce & Associates history | 372.54K | $23.88M | 0.24% | Add |
| Morgan Stanley history | 354.36K | $22.71M | 0.00% | Reduce |
| AQR Capital Management history | 294.45K | $18.87M | 0.01% | Reduce |
| Wellington Management Group history | 290.64K | $18.63M | 0.00% | Reduce |
| Deutsche Bank AG history | 270.71K | $17.35M | 0.01% | Add |
| Principal Global Investors history | 226.40K | $14.51M | 0.01% | Add |
| Point72 Asset Management history | 203.14K | $13.02M | 0.02% | Reduce |
| Invesco Ltd history | 181.91K | $11.66M | 0.00% | Add |
| D. E. Shaw & Co history | 158.93K | $10.19M | 0.01% | Add |
| PSP Investments history | 141.30K | $9.06M | 0.03% | Add |
| Citigroup Inc history | 136.55K | $8.75M | 0.00% | Add |
| Citadel Advisors history | 109.10K | $6.99M | 0.00% | Add |
| Franklin Resources history | 104.59K | $6.70M | 0.00% | Add |
| CDPQ (Caisse de Depot) history | 104.09K | $6.67M | 0.01% | New |
| Legal & General Investment Management America history | 83.56K | $5.36M | 0.00% | Reduce |
| Marshall Wace history | 57.52K | $3.69M | 0.00% | New |
| Manulife Financial history | 50.54K | $3.24M | 0.00% | Reduce |
| Millennium Management history | 42.81K | $2.74M | 0.00% | Reduce |
| CPP Investments history | 38.50K | $2.47M | 0.00% | Hold |
| Two Sigma Investments history | 25.62K | $1.64M | 0.00% | Reduce |
| Janus Henderson Group history | 23.70K | $1.52M | 0.00% | Reduce |
| Wells Fargo & Co history | 21.74K | $1.39M | 0.00% | Reduce |
| Prudential Financial history | 21.13K | $1.35M | 0.00% | Add |
| Lazard Asset Management history | 13.06K | $837.21K | 0.00% | Reduce |
| Bridgewater Associates history | 12.12K | $776.64K | 0.00% | Reduce |
| Arrowstreet Capital history | 7.69K | $493.12K | 0.00% | Reduce |
| Amundi US history | 5.23K | $335.44K | 0.00% | Add |
| PNC Financial Services history | 4.62K | $296.08K | 0.00% | Reduce |
| T. Rowe Price Associates history | 63.00K | $4.04K | 0.00% | Add |
Q4 2025 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 8.63M | $744.59M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 8.17M | $705.13M | 0.04% | Reduce |
| Vanguard Group history | 6.23M | $537.54M | 0.01% | Reduce |
| Geode Capital Management history | 1.48M | $127.95M | 0.01% | Hold |
| Charles Schwab Investment Management history | 734.61K | $63.41M | 0.01% | Reduce |
| Point72 Asset Management history | 727.77K | $62.82M | 0.07% | Add |
| Bank of America Corp history | 700.60K | $60.48M | 0.00% | Add |
| Norges Bank Investment Management history | 699.64K | $60.39M | 0.01% | Add |
| Northern Trust Corp history | 698.86K | $60.33M | 0.01% | Reduce |
| UBS Group AG history | 610.35K | $52.69M | 0.01% | Add |
| Goldman Sachs Group history | 583.63K | $50.38M | 0.01% | Add |
| Janus Henderson Group history | 517.55K | $44.68M | 0.02% | Reduce |
| BNY Mellon history | 517.46K | $44.67M | 0.01% | Reduce |
| Morgan Stanley history | 464.73K | $40.12M | 0.00% | Add |
| AQR Capital Management history | 424.23K | $36.62M | 0.02% | Reduce |
| Wellington Management Group history | 361.74K | $31.23M | 0.01% | Reduce |
| Manulife Financial history | 342.27K | $29.54M | 0.03% | Add |
| Deutsche Bank AG history | 265.36K | $22.91M | 0.01% | Reduce |
| Millennium Management history | 194.97K | $16.83M | 0.01% | Reduce |
| Principal Global Investors history | 173.17K | $14.95M | 0.01% | Add |
| Invesco Ltd history | 155.74K | $13.44M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 140.56K | $12.13M | 0.00% | Reduce |
| Citigroup Inc history | 131.99K | $11.39M | 0.01% | Add |
| D. E. Shaw & Co history | 129.37K | $11.17M | 0.01% | Add |
| PSP Investments history | 112.70K | $9.73M | 0.03% | Add |
| Royce & Associates history | 111.41K | $9.62M | 0.10% | New |
| Wells Fargo & Co history | 102.89K | $8.88M | 0.00% | Add |
| Legal & General Investment Management America history | 96.79K | $8.35M | 0.00% | Reduce |
| Bridgewater Associates history | 55.33K | $4.78M | 0.02% | Add |
| Two Sigma Investments history | 46.03K | $3.97M | 0.01% | Reduce |
| CPP Investments history | 38.50K | $3.32M | 0.00% | Reduce |
| Citadel Advisors history | 38.20K | $3.30M | 0.00% | Reduce |
| Renaissance Technologies history | 31.50K | $2.72M | 0.00% | Reduce |
| Lazard Asset Management history | 18.50K | $1.60M | 0.00% | Reduce |
| Prudential Financial history | 17.71K | $1.53M | 0.00% | Reduce |
| Arrowstreet Capital history | 10.89K | $939.68K | 0.00% | New |
| Franklin Resources history | 8.49K | $733.12K | 0.00% | Reduce |
| PNC Financial Services history | 6.75K | $582.78K | 0.00% | Add |
| Amundi US history | 2.41K | $207.94K | 0.00% | New |
| T. Rowe Price Associates history | 54.57K | $4.71K | 0.00% | Add |
Q3 2025 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 8.45M | $772.26M | 0.04% | Hold |
| BlackRock Inc history | 7.95M | $726.44M | 0.01% | Add |
| Vanguard Group history | 6.40M | $584.92M | 0.01% | Reduce |
| Geode Capital Management history | 1.48M | $134.97M | 0.01% | Add |
| Charles Schwab Investment Management history | 785.32K | $71.75M | 0.01% | Reduce |
| Northern Trust Corp history | 738.64K | $67.49M | 0.01% | Reduce |
| Millennium Management history | 572.58K | $52.32M | 0.02% | Add |
| BNY Mellon history | 552.09K | $50.44M | 0.01% | Hold |
| AQR Capital Management history | 551.89K | $49.92M | 0.03% | Reduce |
| Janus Henderson Group history | 523.60K | $47.84M | 0.02% | Reduce |
| Bank of America Corp history | 453.62K | $41.45M | 0.00% | Add |
| Morgan Stanley history | 378.53K | $34.59M | 0.00% | Reduce |
| Wellington Management Group history | 374.11K | $34.18M | 0.01% | Add |
| UBS Group AG history | 345.26K | $31.55M | 0.01% | Add |
| Point72 Asset Management history | 324.10K | $29.61M | 0.05% | Reduce |
| Deutsche Bank AG history | 321.64K | $29.39M | 0.01% | Add |
| Citadel Advisors history | 250.64K | $22.90M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 200.33K | $18.30M | 0.00% | Add |
| Goldman Sachs Group history | 183.31K | $16.75M | 0.00% | Reduce |
| Invesco Ltd history | 171.31K | $15.65M | 0.00% | Reduce |
| Two Sigma Investments history | 168.52K | $15.40M | 0.02% | New |
| Principal Global Investors history | 159.41K | $14.57M | 0.01% | Reduce |
| Renaissance Technologies history | 132.20K | $12.08M | 0.02% | Reduce |
| Legal & General Investment Management America history | 100.63K | $9.19M | 0.00% | Reduce |
| PSP Investments history | 81.40K | $7.44M | 0.03% | Reduce |
| Manulife Financial history | 57.72K | $5.27M | 0.00% | Reduce |
| D. E. Shaw & Co history | 57.53K | $5.26M | 0.00% | Reduce |
| Balyasny Asset Management history | 51.45K | $4.70M | 0.01% | Reduce |
| Marshall Wace history | 51.11K | $4.67M | 0.01% | New |
| CPP Investments history | 39.00K | $3.56M | 0.00% | Add |
| Wells Fargo & Co history | 38.77K | $3.54M | 0.00% | Add |
| Citigroup Inc history | 22.79K | $2.08M | 0.00% | Reduce |
| Prudential Financial history | 21.94K | $2.01M | 0.00% | Reduce |
| Lazard Asset Management history | 19.94K | $1.82M | 0.00% | Reduce |
| Franklin Resources history | 13.51K | $1.23M | 0.00% | Reduce |
| Bridgewater Associates history | 11.48K | $1.05M | 0.00% | Add |
| PNC Financial Services history | 3.67K | $334.94K | 0.00% | Add |
| T. Rowe Price Associates history | 51.84K | $4.74K | 0.00% | Add |
Q2 2025 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 8.45M | $593.32M | 0.04% | Hold |
| BlackRock Inc history | 7.28M | $510.94M | 0.01% | Hold |
| Vanguard Group history | 6.47M | $454.43M | 0.01% | Hold |
| Geode Capital Management history | 1.47M | $102.94M | 0.01% | Hold |
| AQR Capital Management history | 1.01M | $70.45M | 0.06% | Reduce |
| Charles Schwab Investment Management history | 872.32K | $61.24M | 0.01% | Reduce |
| Point72 Asset Management history | 761.23K | $53.44M | 0.11% | Add |
| Northern Trust Corp history | 745.24K | $52.32M | 0.01% | Reduce |
| Norges Bank Investment Management history | 682.14K | $47.89M | 0.01% | Reduce |
| Goldman Sachs Group history | 572.53K | $40.19M | 0.01% | Add |
| BNY Mellon history | 549.37K | $38.57M | 0.01% | Add |
| Janus Henderson Group history | 530.14K | $37.22M | 0.02% | Reduce |
| Morgan Stanley history | 405.15K | $28.44M | 0.00% | Add |
| Bank of America Corp history | 363.92K | $25.55M | 0.00% | Add |
| Wellington Management Group history | 352.00K | $24.71M | 0.01% | Reduce |
| UBS Group AG history | 330.21K | $23.18M | 0.00% | Reduce |
| Citadel Advisors history | 281.91K | $19.79M | 0.00% | Add |
| Invesco Ltd history | 271.35K | $19.05M | 0.00% | Reduce |
| Deutsche Bank AG history | 189.53K | $13.31M | 0.01% | Reduce |
| Principal Global Investors history | 171.43K | $12.03M | 0.01% | Add |
| JPMorgan Chase & Co history | 167.19K | $11.74M | 0.00% | Reduce |
| Renaissance Technologies history | 167.00K | $11.72M | 0.02% | Add |
| Balyasny Asset Management history | 164.49K | $11.55M | 0.02% | New |
| Legal & General Investment Management America history | 101.74K | $7.14M | 0.00% | Reduce |
| D. E. Shaw & Co history | 92.64K | $6.50M | 0.01% | Reduce |
| PSP Investments history | 82.76K | $5.81M | 0.03% | Add |
| Manulife Financial history | 61.12K | $4.29M | 0.00% | Reduce |
| Millennium Management history | 46.47K | $3.26M | 0.00% | Reduce |
| Wells Fargo & Co history | 33.02K | $2.32M | 0.00% | Add |
| Citigroup Inc history | 28.71K | $2.02M | 0.00% | Reduce |
| Prudential Financial history | 22.07K | $1.55M | 0.00% | Add |
| Arrowstreet Capital history | 19.55K | $1.37M | 0.00% | Reduce |
| Franklin Resources history | 13.60K | $954.79K | 0.00% | Hold |
| Bridgewater Associates history | 6.42K | $450.33K | 0.00% | Reduce |
| PNC Financial Services history | 1.65K | $116.11K | 0.00% | Reduce |
| CPP Investments history | 500 | $35.10K | 0.00% | New |
| Lazard Asset Management history | 71.50K | $5.02K | 0.01% | Reduce |
| T. Rowe Price Associates history | 49.47K | $3.47K | 0.00% | Add |
Q1 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 8.49M | $578.84M | 0.04% | Add |
| BlackRock Inc history | 7.27M | $495.49M | 0.01% | Reduce |
| Vanguard Group history | 6.44M | $439.26M | 0.01% | Reduce |
| Geode Capital Management history | 1.47M | $100.18M | 0.01% | Reduce |
| AQR Capital Management history | 1.17M | $79.34M | 0.08% | Add |
| Janus Henderson Group history | 945.64K | $64.50M | 0.04% | Reduce |
| Charles Schwab Investment Management history | 935.11K | $63.76M | 0.01% | Reduce |
| Northern Trust Corp history | 769.36K | $52.46M | 0.01% | Reduce |
| BNY Mellon history | 540.93K | $36.89M | 0.01% | Reduce |
| Wellington Management Group history | 441.55K | $30.11M | 0.01% | Add |
| UBS Group AG history | 383.04K | $26.12M | 0.01% | Reduce |
| Point72 Asset Management history | 357.92K | $24.41M | 0.06% | New |
| Morgan Stanley history | 351.04K | $23.94M | 0.00% | Reduce |
| Bank of America Corp history | 345.42K | $23.55M | 0.00% | Add |
| Goldman Sachs Group history | 332.82K | $22.70M | 0.00% | Reduce |
| Invesco Ltd history | 278.31K | $18.98M | 0.00% | Add |
| JPMorgan Chase & Co history | 203.40K | $13.87M | 0.00% | Reduce |
| Deutsche Bank AG history | 195.57K | $13.34M | 0.01% | Reduce |
| Principal Global Investors history | 159.37K | $10.87M | 0.01% | Reduce |
| Citadel Advisors history | 143.80K | $9.81M | 0.00% | Reduce |
| Two Sigma Investments history | 133.32K | $9.09M | 0.02% | Reduce |
| D. E. Shaw & Co history | 123.11K | $8.40M | 0.01% | Reduce |
| Legal & General Investment Management America history | 102.52K | $6.99M | 0.00% | Hold |
| Arrowstreet Capital history | 101.45K | $6.92M | 0.01% | Add |
| Millennium Management history | 89.86K | $6.13M | 0.00% | Reduce |
| PSP Investments history | 82.02K | $5.59M | 0.02% | New |
| Manulife Financial history | 63.59K | $4.34M | 0.00% | Reduce |
| Renaissance Technologies history | 60.30K | $4.11M | 0.01% | Reduce |
| Citigroup Inc history | 53.71K | $3.66M | 0.00% | Reduce |
| Ontario Teachers Pension Plan history | 28.78K | $1.96M | 0.03% | Reduce |
| Wells Fargo & Co history | 20.87K | $1.42M | 0.00% | Reduce |
| Prudential Financial history | 15.15K | $1.03M | 0.00% | Reduce |
| Franklin Resources history | 13.54K | $923.16K | 0.00% | Add |
| Bridgewater Associates history | 12.61K | $859.74K | 0.00% | New |
| PNC Financial Services history | 1.68K | $114.69K | 0.00% | Reduce |
| Lazard Asset Management history | 93.25K | $6.36K | 0.01% | Reduce |
| T. Rowe Price Associates history | 45.15K | $3.08K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 333.02K sh · $18.26M
- Balyasny Asset Management 68.76K sh · $3.70M
Fully Exited (vs previous quarter)
- CPP Investments sold 38.50K sh · $2.47M
- Janus Henderson Group sold 23.70K sh · $1.52M
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 | 7.44M | 7.52M | 8.63M | 7.95M | 7.28M | 7.27M | 7.43M | 8.60M | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 5.54M | 8.18M | 8.17M | 8.45M | 8.45M | 8.49M | 8.36M | 8.82M | 9.12M | 8.94M | 9.14M | 8.59M | 8.07M | 6.07M | 3.52M | 3.12M | 2.97M | 2.89M | 667.96K | 590.35K |
| Geode Capital Management | 1.58M | 1.50M | 1.48M | 1.48M | 1.47M | 1.47M | 1.49M | 1.53M | 1.50M | 1.44M | 1.38M | 1.32M | 1.32M | 1.26M | 1.21M | 1.18M | 1.19M | 1.21M | 1.18M | 1.16M |
| Charles Schwab Investment Management | 703.31K | 716.92K | 734.61K | 785.32K | 872.32K | 935.11K | 1.00M | 929.07K | 826.72K | 790.68K | 716.50K | 707.80K | 672.48K | 675.96K | 675.31K | 650.72K | 663.00K | 668.56K | 642.82K | 632.09K |
| Northern Trust Corp | 699.69K | 693.03K | 698.86K | 738.64K | 745.24K | 769.36K | 815.13K | 720.27K | 737.57K | 715.71K | 778.78K | 793.75K | 805.59K | 802.15K | 836.55K | 840.03K | 830.59K | 904.22K | 896.45K | 952.63K |
| Norges Bank Investment Management | 695.68K | — | 699.64K | — | 682.14K | — | 957.04K | — | 716.97K | — | 665.65K | — | — | — | 513.75K | — | — | — | — | — |
| Prudential Financial | 683.91K | 21.13K | 17.71K | 21.94K | 22.07K | 15.15K | 21.93K | 18.26K | 19.16K | 75.98K | 29.53K | 18.97K | 22.16K | 32.98K | 22.34K | 22.31K | 22.27K | 21.82K | 29.33K | 140.47K |
| Goldman Sachs Group | 640.60K | 480.58K | 583.63K | 183.31K | 572.53K | 332.82K | 828.66K | 609.83K | 153.04K | 177.19K | 133.25K | 215.03K | 373.87K | 405.08K | 601.03K | 793.28K | 271.09K | 180.82K | 167.63K | 261.17K |
| Citadel Advisors | 621.89K | 109.10K | 38.20K | 250.64K | 281.91K | 143.80K | 336.13K | 268.37K | 192.53K | 131.58K | 18.46K | 82.38K | 8.25K | 91.55K | 33.09K | 4.50K | 57.35K | 14.50K | 31.35K | 30.39K |
| Bank of America Corp | 585.69K | 563.49K | 700.60K | 453.62K | 363.92K | 345.42K | 250.49K | 894.85K | 835.30K | 825.89K | 881.22K | 847.12K | 869.01K | 1.02M | 1.08M | 1.05M | 987.98K | 942.94K | 844.16K | 939.82K |
| Invesco Ltd | 532.87K | 181.91K | 155.74K | 171.31K | 271.35K | 278.31K | 250.59K | 209.57K | 208.93K | 103.69K | 101.23K | 101.10K | 120.72K | 113.12K | 339.67K | 355.18K | 358.86K | 342.12K | 356.73K | 331.38K |
| Royce & Associates | 527.02K | 372.54K | 111.41K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| BNY Mellon | 488.08K | 518.70K | 517.46K | 552.09K | 549.37K | 540.93K | 570.74K | 527.32K | 628.18K | 631.85K | 646.47K | 670.43K | 696.49K | 703.96K | 726.75K | 734.13K | 733.79K | 754.91K | 1.02M | 1.09M |
| UBS Group AG | 398.89K | 615.19K | 610.35K | 345.26K | 330.21K | 383.04K | 441.41K | 77.46K | 41.21K | 78.47K | 72.72K | 45.26K | 46.45K | 9.74K | 30.71K | 13.75K | 36.68K | 53.41K | 96.21K | 66.37K |
| AQR Capital Management | 395.51K | 294.45K | 424.23K | 551.89K | 1.01M | 1.17M | 423.30K | 146.44K | 147.54K | 111.67K | 51.51K | 61.63K | 51.54K | 75.27K | 242.13K | 250.46K | 263.74K | 264.48K | 229.07K | 215.83K |
| JPMorgan Chase & Co | 333.02K | — | 140.56K | 200.33K | 167.19K | 203.40K | 326.75K | 223.77K | 205.62K | 236.23K | 212.88K | 200.24K | 206.53K | 47.08K | 161.46K | 158.61K | 158.63K | 151.44K | 282.63K | 287.64K |
| Deutsche Bank AG | 328.01K | 270.71K | 265.36K | 321.64K | 189.53K | 195.57K | 202.83K | 187.29K | 111.23K | 115.70K | 116.33K | 117.01K | 112.06K | 126.37K | 114.50K | 110.70K | 117.62K | 121.85K | 125.62K | 125.05K |
| Morgan Stanley | 319.02K | 354.36K | 464.73K | 378.53K | 405.15K | 351.04K | 502.30K | 674.28K | 502.01K | 359.68K | 388.19K | 348.09K | 411.17K | 321.50K | 313.94K | 296.13K | 450.00K | 280.13K | 214.74K | 214.67K |
| Marshall Wace | 273.81K | 57.52K | — | 51.11K | — | — | 224.27K | 15.80K | — | 2.60K | 88.80K | — | — | 8.72K | — | — | 33.52K | — | — | — |
| Point72 Asset Management | 256.45K | 203.14K | 727.77K | 324.10K | 761.23K | 357.92K | — | — | — | — | 19.20K | 493.30K | 251.21K | 224.00K | — | — | — | — | — | — |
▲ 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