MRSH — MARSH & MCLENNAN COS INC
Reported value held$42.14B
Funds holding (latest)56
SectorFinancials
Index member: S&P 500
Funds holding (Q2 2026)48
Institutional value$33.29B · 213.15M sh
New / Add / Cut / Exit3 / 20 / 23 / 3
Top-5 / Top-10 concentration49.6% / 67.0%
Institutional holdings change
Accumulating +4.0%
(+8.17M sh)
Institutional value change
Down -1.1%
As of Q2 2026, 48 SEC-registered investment managers reported holding MRSH (MARSH & MCLENNAN COS INC) in their latest 13F filings, with a combined reported value of $33.29B across 213.15M shares. That is +4.0% by share count (+8.17M shares) versus the previous quarter, while reported value moved -1.1%. Ownership is concentrated: the five largest holders account for 49.6% of reported value and the top ten for 67.0%.
Compared with the prior quarter, 3 opened new positions, 20 added to existing stakes, 23 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
MRSH is a constituent of the S&P 500 and is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 48 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 39.50M | $6.58B | 0.10% | Reduce |
| Capital World Investors history | 18.12M | $3.02B | 0.38% | Add |
| Wellington Management Group history | 16.98M | $2.83B | 0.52% | Reduce |
| Geode Capital Management history | 13.51M | $2.25B | 0.12% | Add |
| Capital Research Global Investors history | 10.97M | $1.83B | 0.27% | Reduce |
| Harris Associates (Oakmark) history | 8.69M | $1.45B | 1.92% | Add |
| Fidelity Management & Research (FMR) history | 6.95M | $1.16B | 0.06% | Reduce |
| MFS Investment Management history | 6.51M | $1.09B | 0.36% | Reduce |
| Morgan Stanley history | 6.31M | $1.05B | 0.06% | Reduce |
| Norges Bank Investment Management history | 6.26M | $1.04B | 0.10% | Reduce |
| Northern Trust Corp history | 4.89M | $814.71M | 0.10% | Reduce |
| JPMorgan Chase & Co history | 4.73M | $788.59M | 0.09% | New |
| Invesco Ltd history | 4.31M | $717.64M | 0.06% | Add |
| Goldman Sachs Group history | 4.23M | $704.79M | 0.06% | Add |
| Arrowstreet Capital history | 4.17M | $695.03M | 0.31% | Add |
| Deutsche Bank AG history | 4.11M | $685.62M | 0.21% | Add |
| UBS Group AG history | 3.60M | $600.60M | 0.08% | Reduce |
| Bank of America Corp history | 3.46M | $575.85M | 0.04% | Reduce |
| BNY Mellon history | 3.19M | $532.44M | 0.09% | Reduce |
| Charles Schwab Investment Management history | 3.07M | $512.08M | 0.07% | Add |
| Amundi US history | 2.88M | $480.74M | 0.12% | Add |
| Legal & General Investment Management America history | 2.79M | $465.59M | 0.10% | Reduce |
| AQR Capital Management history | 2.61M | $432.11M | 0.15% | Reduce |
| Wells Fargo & Co history | 2.51M | $418.38M | 0.07% | Reduce |
| Manulife Financial history | 1.87M | $311.19M | 0.25% | Add |
| CPP Investments history | 1.61M | $267.65M | 0.15% | Add |
| Lazard Asset Management history | 1.52M | $252.83M | 0.39% | Reduce |
| Franklin Resources history | 1.49M | $247.61M | 0.06% | Reduce |
| National Pension Service of Korea history | 1.13M | $188.10M | 0.12% | New |
| Marshall Wace history | 1.04M | $173.90M | 0.14% | Add |
| CDPQ (Caisse de Depot) history | 982.54K | $163.76M | 0.23% | Add |
| Fidelity International (FIL) history | 887.95K | $147.99M | 0.11% | Add |
| D. E. Shaw & Co history | 839.62K | $139.94M | 0.07% | Reduce |
| Markel Corp history | 763.50K | $127.25M | 0.97% | Hold |
| PNC Financial Services history | 619.00K | $103.17M | 0.05% | Reduce |
| Principal Global Investors history | 604.72K | $100.79M | 0.05% | Reduce |
| Citigroup Inc history | 570.88K | $95.15M | 0.03% | Add |
| Citadel Advisors history | 379.71K | $63.29M | 0.01% | Add |
| Temasek Holdings history | 325.98K | $54.33M | 0.15% | Add |
| Prudential Financial history | 247.83K | $41.31M | 0.04% | Reduce |
| Two Sigma Investments history | 203.66K | $33.94M | 0.03% | Reduce |
| PSP Investments history | 137.54K | $22.92M | 0.06% | Hold |
| Millennium Management history | 71.48K | $11.91M | 0.01% | Reduce |
| Saudi Arabian Monetary Authority history | 33.73K | $5.62M | 0.07% | Add |
| Balyasny Asset Management history | 20.85K | $3.47M | 0.01% | Add |
| Bridgewater Associates history | 17.95K | $2.99M | 0.01% | New |
| T. Rowe Price Associates history | 13.44M | $2.24M | 0.23% | Add |
| Baillie Gifford & Co history | 511 | $85.17K | 0.00% | Reduce |
Q1 2026 — 47 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 42.06M | $7.30B | 0.13% | Add |
| Capital World Investors history | 17.97M | $3.12B | 0.43% | Add |
| Wellington Management Group history | 17.37M | $3.01B | 0.57% | Add |
| Geode Capital Management history | 13.40M | $2.32B | 0.14% | Add |
| Capital Research Global Investors history | 11.30M | $1.96B | 0.30% | Add |
| Fidelity Management & Research (FMR) history | 10.18M | $1.77B | 0.10% | Reduce |
| MFS Investment Management history | 8.20M | $1.42B | 0.48% | Reduce |
| Morgan Stanley history | 6.47M | $1.12B | 0.07% | Reduce |
| Harris Associates (Oakmark) history | 5.17M | $896.58M | 1.20% | New |
| Northern Trust Corp history | 4.97M | $861.19M | 0.11% | Reduce |
| Bank of America Corp history | 4.94M | $856.78M | 0.06% | Reduce |
| UBS Group AG history | 4.73M | $819.79M | 0.13% | Add |
| Invesco Ltd history | 3.88M | $673.81M | 0.10% | Add |
| Deutsche Bank AG history | 3.70M | $642.49M | 0.22% | Add |
| AQR Capital Management history | 3.67M | $637.25M | 0.29% | Add |
| Goldman Sachs Group history | 3.67M | $637.07M | 0.07% | Reduce |
| Arrowstreet Capital history | 3.45M | $599.20M | 0.32% | Add |
| BNY Mellon history | 3.25M | $564.41M | 0.10% | Reduce |
| Legal & General Investment Management America history | 3.07M | $531.83M | 0.12% | Reduce |
| Charles Schwab Investment Management history | 3.03M | $526.10M | 0.08% | Add |
| Wells Fargo & Co history | 2.58M | $447.33M | 0.09% | Add |
| Amundi US history | 2.30M | $398.73M | 0.11% | Reduce |
| D. E. Shaw & Co history | 1.73M | $299.99M | 0.19% | Reduce |
| Lazard Asset Management history | 1.62M | $281.64M | 0.47% | Reduce |
| Manulife Financial history | 1.57M | $272.83M | 0.24% | Add |
| Franklin Resources history | 1.54M | $266.76M | 0.07% | Reduce |
| Fidelity International (FIL) history | 867.54K | $150.47M | 0.12% | Reduce |
| CPP Investments history | 809.64K | $140.43M | 0.09% | Add |
| Markel Corp history | 763.50K | $132.43M | 1.11% | Hold |
| CDPQ (Caisse de Depot) history | 710.71K | $123.27M | 0.20% | Add |
| Two Sigma Investments history | 678.22K | $117.64M | 0.10% | Reduce |
| PNC Financial Services history | 643.36K | $111.59M | 0.06% | Reduce |
| Principal Global Investors history | 610.45K | $105.88M | 0.06% | Add |
| Marshall Wace history | 605.05K | $104.95M | 0.10% | Add |
| Prudential Financial history | 601.89K | $104.40M | 0.13% | Add |
| Citigroup Inc history | 523.62K | $90.82M | 0.04% | Add |
| Renaissance Technologies history | 365.50K | $63.40M | 0.10% | Reduce |
| Citadel Advisors history | 255.29K | $44.28M | 0.01% | Reduce |
| Temasek Holdings history | 229.09K | $39.74M | 0.13% | Add |
| Janus Henderson Group history | 157.36K | $27.29M | 0.01% | Reduce |
| PSP Investments history | 137.68K | $23.88M | 0.07% | Add |
| Millennium Management history | 95.23K | $16.52M | 0.01% | Reduce |
| Baillie Gifford & Co history | 64.41K | $11.17M | 0.01% | Reduce |
| Saudi Arabian Monetary Authority history | 18.08K | $3.14M | 0.07% | New |
| Balyasny Asset Management history | 12.49K | $2.17M | 0.00% | Reduce |
| T. Rowe Price Associates history | 10.98M | $1.90M | 0.22% | Add |
| Point72 Asset Management history | 9.30K | $1.61M | 0.00% | Reduce |
Q4 2025 — 50 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 46.59M | $8.64B | 0.12% | Add |
| BlackRock Inc history | 40.44M | $7.50B | 0.13% | Add |
| Capital World Investors history | 16.93M | $3.14B | 0.43% | Reduce |
| Wellington Management Group history | 16.00M | $2.97B | 0.53% | Add |
| Fidelity Management & Research (FMR) history | 15.23M | $2.82B | 0.15% | Reduce |
| Geode Capital Management history | 11.64M | $2.15B | 0.13% | Reduce |
| MFS Investment Management history | 8.66M | $1.61B | 0.52% | Reduce |
| Norges Bank Investment Management history | 8.39M | $1.56B | 0.17% | Add |
| Capital Research Global Investors history | 7.99M | $1.48B | 0.27% | Reduce |
| Morgan Stanley history | 6.87M | $1.27B | 0.08% | Reduce |
| Bank of America Corp history | 5.52M | $1.02B | 0.08% | Reduce |
| Northern Trust Corp history | 5.30M | $982.80M | 0.12% | Reduce |
| JPMorgan Chase & Co history | 4.28M | $793.78M | 0.11% | Reduce |
| Goldman Sachs Group history | 4.01M | $744.74M | 0.09% | Reduce |
| UBS Group AG history | 3.79M | $703.63M | 0.12% | Reduce |
| Invesco Ltd history | 3.46M | $642.06M | 0.10% | Add |
| Deutsche Bank AG history | 3.37M | $624.86M | 0.21% | Add |
| Amundi US history | 3.36M | $624.21M | 0.19% | Add |
| BNY Mellon history | 3.32M | $616.24M | 0.11% | Add |
| Legal & General Investment Management America history | 3.15M | $583.68M | 0.13% | Reduce |
| Charles Schwab Investment Management history | 2.95M | $547.45M | 0.09% | Add |
| Arrowstreet Capital history | 2.76M | $511.49M | 0.30% | Add |
| D. E. Shaw & Co history | 2.60M | $481.61M | 0.28% | Add |
| Wells Fargo & Co history | 2.44M | $453.53M | 0.08% | Reduce |
| Lazard Asset Management history | 1.71M | $317.09M | 0.55% | Reduce |
| Franklin Resources history | 1.55M | $288.37M | 0.07% | Hold |
| Manulife Financial history | 1.53M | $283.25M | 0.23% | Add |
| AQR Capital Management history | 1.48M | $274.20M | 0.14% | Add |
| Fidelity International (FIL) history | 1.26M | $233.78M | 0.17% | Reduce |
| Two Sigma Investments history | 1.25M | $231.88M | 0.35% | Add |
| National Pension Service of Korea history | 1.14M | $211.64M | 0.16% | Add |
| Citadel Advisors history | 947.37K | $175.76M | 0.03% | Add |
| Markel Corp history | 761.75K | $141.32M | 1.13% | Add |
| Millennium Management history | 757.45K | $140.52M | 0.06% | Add |
| PNC Financial Services history | 648.52K | $120.31M | 0.07% | Reduce |
| CDPQ (Caisse de Depot) history | 637.10K | $118.19M | 0.20% | Add |
| Principal Global Investors history | 604.87K | $112.21M | 0.06% | Reduce |
| Citigroup Inc history | 472.89K | $87.73M | 0.04% | Reduce |
| Prudential Financial history | 437.96K | $81.25M | 0.10% | Reduce |
| Renaissance Technologies history | 397.60K | $73.76M | 0.11% | Reduce |
| Janus Henderson Group history | 383.00K | $71.09M | 0.03% | Reduce |
| CPP Investments history | 312.55K | $57.98M | 0.04% | Reduce |
| Point72 Asset Management history | 205.06K | $38.04M | 0.04% | New |
| Temasek Holdings history | 175.31K | $32.52M | 0.10% | Hold |
| PSP Investments history | 124.80K | $23.15M | 0.08% | Reduce |
| Marshall Wace history | 102.44K | $19.00M | 0.02% | New |
| Baillie Gifford & Co history | 87.17K | $16.17M | 0.01% | Add |
| Balyasny Asset Management history | 42.08K | $7.81M | 0.01% | Add |
| Bridgewater Associates history | 25.78K | $4.78M | 0.02% | Reduce |
| T. Rowe Price Associates history | 9.22M | $1.71M | 0.18% | Add |
Q3 2025 — 47 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 46.20M | $9.31B | 0.14% | Hold |
| BlackRock Inc history | 38.79M | $7.82B | 0.14% | Reduce |
| Capital World Investors history | 17.70M | $3.57B | 0.49% | Add |
| Fidelity Management & Research (FMR) history | 16.46M | $3.32B | 0.18% | Reduce |
| Wellington Management Group history | 15.09M | $3.04B | 0.55% | Add |
| Geode Capital Management history | 12.97M | $2.61B | 0.17% | Add |
| Capital Research Global Investors history | 9.86M | $1.99B | 0.37% | Add |
| MFS Investment Management history | 9.47M | $1.91B | 0.60% | Reduce |
| Morgan Stanley history | 7.05M | $1.42B | 0.09% | Add |
| Bank of America Corp history | 6.41M | $1.29B | 0.09% | Reduce |
| Northern Trust Corp history | 5.62M | $1.13B | 0.14% | Reduce |
| Goldman Sachs Group history | 5.22M | $1.05B | 0.13% | Add |
| JPMorgan Chase & Co history | 4.87M | $982.07M | 0.13% | Add |
| UBS Group AG history | 4.27M | $860.55M | 0.14% | Reduce |
| Invesco Ltd history | 3.29M | $663.68M | 0.11% | Add |
| Deutsche Bank AG history | 3.29M | $662.72M | 0.23% | Add |
| Legal & General Investment Management America history | 3.20M | $644.23M | 0.14% | Add |
| BNY Mellon history | 3.07M | $617.70M | 0.11% | Hold |
| Charles Schwab Investment Management history | 2.91M | $585.55M | 0.09% | Hold |
| Lazard Asset Management history | 2.76M | $556.87M | 0.76% | Add |
| Wells Fargo & Co history | 2.67M | $537.70M | 0.10% | Reduce |
| D. E. Shaw & Co history | 2.58M | $519.28M | 0.32% | Add |
| Janus Henderson Group history | 1.69M | $340.74M | 0.16% | Reduce |
| Franklin Resources history | 1.55M | $312.37M | 0.08% | Add |
| Amundi US history | 1.48M | $297.64M | 0.10% | Reduce |
| Arrowstreet Capital history | 1.42M | $285.99M | 0.18% | Add |
| Fidelity International (FIL) history | 1.38M | $279.05M | 0.22% | Add |
| Renaissance Technologies history | 1.12M | $225.77M | 0.30% | Add |
| Two Sigma Investments history | 1.10M | $221.71M | 0.35% | Add |
| National Pension Service of Korea history | 1.04M | $209.15M | 0.16% | Add |
| AQR Capital Management history | 1.03M | $206.84M | 0.13% | Add |
| Principal Global Investors history | 777.18K | $156.62M | 0.08% | Reduce |
| Markel Corp history | 755.00K | $152.16M | 1.24% | Add |
| Manulife Financial history | 735.73K | $148.27M | 0.12% | Reduce |
| PNC Financial Services history | 671.91K | $135.41M | 0.08% | Add |
| Prudential Financial history | 567.78K | $114.42M | 0.14% | Add |
| Citigroup Inc history | 496.88K | $100.14M | 0.05% | Add |
| Citadel Advisors history | 486.43K | $98.03M | 0.01% | Add |
| CPP Investments history | 393.83K | $79.37M | 0.06% | Add |
| Millennium Management history | 238.74K | $48.11M | 0.02% | Reduce |
| Temasek Holdings history | 175.31K | $35.33M | 0.12% | Add |
| PSP Investments history | 130.01K | $26.20M | 0.10% | Add |
| Baillie Gifford & Co history | 82.36K | $16.60M | 0.01% | Reduce |
| CDPQ (Caisse de Depot) history | 65.66K | $13.23M | 0.02% | Add |
| Bridgewater Associates history | 62.07K | $12.51M | 0.05% | New |
| Balyasny Asset Management history | 9.41K | $1.90M | 0.00% | Add |
| T. Rowe Price Associates history | 8.35M | $1.68M | 0.18% | Reduce |
Q2 2025 — 48 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 46.16M | $10.09B | 0.16% | Add |
| BlackRock Inc history | 40.27M | $8.81B | 0.17% | Reduce |
| Fidelity Management & Research (FMR) history | 20.04M | $4.38B | 0.26% | Reduce |
| Capital World Investors history | 17.61M | $3.85B | 0.56% | Hold |
| Wellington Management Group history | 13.83M | $3.02B | 0.57% | Add |
| Geode Capital Management history | 12.68M | $2.76B | 0.19% | Add |
| Capital Research Global Investors history | 9.79M | $2.14B | 0.43% | Add |
| MFS Investment Management history | 9.68M | $2.12B | 0.68% | Reduce |
| Bank of America Corp history | 6.66M | $1.46B | 0.11% | Reduce |
| Morgan Stanley history | 6.49M | $1.42B | 0.10% | Reduce |
| Norges Bank Investment Management history | 6.08M | $1.33B | 0.17% | Add |
| Northern Trust Corp history | 5.73M | $1.25B | 0.17% | Reduce |
| Goldman Sachs Group history | 4.60M | $1.01B | 0.14% | Add |
| UBS Group AG history | 4.56M | $995.95M | 0.18% | Reduce |
| Wells Fargo & Co history | 3.56M | $779.22M | 0.16% | Reduce |
| Legal & General Investment Management America history | 3.16M | $689.83M | 0.17% | Reduce |
| Deutsche Bank AG history | 3.15M | $689.70M | 0.26% | Reduce |
| BNY Mellon history | 3.08M | $672.73M | 0.13% | Reduce |
| Charles Schwab Investment Management history | 2.90M | $634.41M | 0.11% | Add |
| Amundi US history | 2.89M | $615.31M | 0.22% | Add |
| Invesco Ltd history | 2.54M | $555.21M | 0.10% | Reduce |
| Janus Henderson Group history | 1.85M | $405.59M | 0.20% | Reduce |
| Franklin Resources history | 1.52M | $332.65M | 0.09% | Reduce |
| Manulife Financial history | 1.34M | $293.27M | 0.27% | Add |
| Fidelity International (FIL) history | 1.20M | $263.40M | 0.23% | Add |
| D. E. Shaw & Co history | 1.20M | $263.36M | 0.20% | Add |
| National Pension Service of Korea history | 1.02M | $222.03M | 0.19% | Add |
| Two Sigma Investments history | 993.28K | $217.17M | 0.41% | Add |
| Renaissance Technologies history | 973.93K | $212.94M | 0.28% | Add |
| Principal Global Investors history | 811.63K | $177.45M | 0.09% | Reduce |
| Millennium Management history | 811.29K | $177.38M | 0.09% | Add |
| Markel Corp history | 748.75K | $163.71M | 1.38% | Add |
| PNC Financial Services history | 598.38K | $130.83M | 0.08% | Hold |
| Prudential Financial history | 557.49K | $121.89M | 0.16% | Reduce |
| Citigroup Inc history | 487.79K | $106.65M | 0.05% | Reduce |
| AQR Capital Management history | 430.40K | $93.46M | 0.08% | Reduce |
| Citadel Advisors history | 258.92K | $56.61M | 0.01% | Reduce |
| Arrowstreet Capital history | 188.04K | $41.11M | 0.03% | Add |
| Point72 Asset Management history | 167.46K | $36.61M | 0.08% | New |
| Temasek Holdings history | 143.36K | $31.34M | 0.12% | New |
| PSP Investments history | 101.43K | $22.18M | 0.10% | Reduce |
| Baillie Gifford & Co history | 92.65K | $20.26M | 0.01% | Reduce |
| CDPQ (Caisse de Depot) history | 45.34K | $9.91M | 0.02% | Reduce |
| CPP Investments history | 26.73K | $5.84M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 20.00K | $4.37M | 0.00% | Hold |
| T. Rowe Price Associates history | 10.04M | $2.20M | 0.25% | Add |
| Balyasny Asset Management history | 8.59K | $1.88M | 0.00% | Add |
| Lazard Asset Management history | 2.59M | $567.00K | 0.85% | Add |
Q1 2025 — 46 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 45.32M | $11.06B | 0.20% | Add |
| BlackRock Inc history | 40.60M | $9.91B | 0.22% | Reduce |
| Fidelity Management & Research (FMR) history | 22.15M | $5.41B | 0.36% | Add |
| Capital World Investors history | 17.65M | $4.31B | 0.70% | Add |
| Wellington Management Group history | 12.81M | $3.13B | 0.62% | Add |
| Geode Capital Management history | 12.49M | $3.04B | 0.24% | Add |
| MFS Investment Management history | 10.10M | $2.46B | 0.83% | Reduce |
| Bank of America Corp history | 7.14M | $1.74B | 0.14% | Add |
| Morgan Stanley history | 6.84M | $1.67B | 0.12% | Add |
| Capital Research Global Investors history | 6.58M | $1.61B | 0.35% | Add |
| Northern Trust Corp history | 5.89M | $1.44B | 0.21% | Reduce |
| UBS Group AG history | 4.74M | $1.16B | 0.22% | Add |
| Goldman Sachs Group history | 4.35M | $1.06B | 0.17% | Add |
| Wells Fargo & Co history | 3.59M | $876.03M | 0.20% | Add |
| Legal & General Investment Management America history | 3.34M | $815.87M | 0.22% | Reduce |
| BNY Mellon history | 3.27M | $797.22M | 0.16% | Reduce |
| Deutsche Bank AG history | 3.23M | $787.70M | 0.32% | Reduce |
| Charles Schwab Investment Management history | 2.86M | $697.47M | 0.13% | Add |
| Invesco Ltd history | 2.60M | $633.43M | 0.12% | Reduce |
| Janus Henderson Group history | 1.94M | $470.75M | 0.26% | Reduce |
| Franklin Resources history | 1.54M | $376.50M | 0.11% | Add |
| Amundi US history | 1.53M | $373.46M | 0.14% | Reduce |
| Fidelity International (FIL) history | 1.14M | $278.55M | 0.27% | Hold |
| CDPQ (Caisse de Depot) history | 992.44K | $242.18M | 0.51% | Add |
| National Pension Service of Korea history | 978.46K | $238.77M | 0.23% | Add |
| Principal Global Investors history | 840.29K | $205.06M | 0.12% | Hold |
| D. E. Shaw & Co history | 806.91K | $196.91M | 0.19% | Add |
| Manulife Financial history | 748.01K | $182.54M | 0.18% | Reduce |
| Markel Corp history | 743.50K | $181.44M | 1.61% | Add |
| Prudential Financial history | 637.31K | $155.52M | 0.22% | Add |
| Renaissance Technologies history | 619.00K | $151.05M | 0.23% | Add |
| PNC Financial Services history | 595.85K | $145.41M | 0.08% | Add |
| Citigroup Inc history | 574.99K | $140.32M | 0.07% | Add |
| AQR Capital Management history | 551.62K | $134.61M | 0.14% | Add |
| Millennium Management history | 526.68K | $128.53M | 0.07% | Reduce |
| Citadel Advisors history | 271.88K | $66.35M | 0.01% | Reduce |
| Two Sigma Investments history | 214.87K | $52.43M | 0.12% | Reduce |
| CPP Investments history | 132.16K | $32.25M | 0.03% | Add |
| PSP Investments history | 131.34K | $32.05M | 0.14% | Reduce |
| Baillie Gifford & Co history | 97.68K | $23.84M | 0.02% | Reduce |
| Arrowstreet Capital history | 80.96K | $19.76M | 0.02% | Reduce |
| JPMorgan Chase & Co history | 20.00K | $4.88M | 0.00% | Hold |
| T. Rowe Price Associates history | 8.53M | $2.08M | 0.26% | Reduce |
| Balyasny Asset Management history | 3.40K | $830.68K | 0.00% | Reduce |
| Lazard Asset Management history | 2.34M | $570.63K | 0.94% | Reduce |
| Saudi Arabian Monetary Authority history | 193 | $47.10K | 0.25% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 4.73M sh · $788.59M
- National Pension Service of Korea 1.13M sh · $188.10M
- Bridgewater Associates 17.95K sh · $2.99M
Fully Exited (vs previous quarter)
- Renaissance Technologies sold 365.50K sh · $63.40M
- Janus Henderson Group sold 157.36K sh · $27.29M
- Point72 Asset Management sold 9.30K sh · $1.61M
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 | 39.50M | 42.06M | 40.44M | 38.79M | 40.27M | 40.60M | 41.62M | 41.61M | — | — | — | — | — | — | — | — | — | — | — | — |
| Capital World Investors | 18.12M | 17.97M | 16.93M | 17.70M | 17.61M | 17.65M | 17.53M | 17.58M | 17.67M | 17.22M | 17.21M | 17.21M | 17.20M | 17.20M | 17.19M | 17.21M | 17.20M | 17.20M | 17.34M | 17.27M |
| Wellington Management Group | 16.98M | 17.37M | 16.00M | 15.09M | 13.83M | 12.81M | 8.31M | 8.56M | 9.09M | 11.88M | 12.41M | 14.64M | 14.63M | 14.55M | 14.69M | 15.17M | 15.76M | 16.42M | 16.53M | 18.34M |
| Geode Capital Management | 13.51M | 13.40M | 11.64M | 12.97M | 12.68M | 12.49M | 12.05M | 11.91M | 11.65M | 10.61M | 10.02M | 9.84M | 9.63M | 10.29M | 10.31M | 10.24M | 10.14M | 8.87M | 8.53M | 8.24M |
| Capital Research Global Investors | 10.97M | 11.30M | 7.99M | 9.86M | 9.79M | 6.58M | 2.42M | 2.41M | 2.67M | 2.26M | 2.14M | 2.14M | 2.14M | 2.14M | 2.14M | 2.14M | 2.14M | 1.83M | 424.25K | 423.85K |
| Harris Associates (Oakmark) | 8.69M | 5.17M | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 6.95M | 10.18M | 15.23M | 16.46M | 20.04M | 22.15M | 21.23M | 21.45M | 20.93M | 19.22M | 19.47M | 19.42M | 19.36M | 18.57M | 19.33M | 20.53M | 18.95M | 17.44M | 13.74M | 12.00M |
| MFS Investment Management | 6.51M | 8.20M | 8.66M | 9.47M | 9.68M | 10.10M | 10.35M | 10.82M | 11.07M | 11.26M | 12.11M | 12.36M | 12.65M | 12.80M | 12.88M | 13.16M | 13.30M | — | 13.62M | 15.02M |
| Morgan Stanley | 6.31M | 6.47M | 6.87M | 7.05M | 6.49M | 6.84M | 6.57M | 6.51M | 6.33M | 6.07M | 6.09M | 6.15M | 5.99M | 6.12M | 6.29M | 4.22M | 4.56M | 2.30M | 3.11M | 2.07M |
| Norges Bank Investment Management | 6.26M | — | 8.39M | — | 6.08M | — | 5.82M | — | 6.08M | — | 5.53M | — | — | — | 3.98M | — | — | — | — | — |
| Northern Trust Corp | 4.89M | 4.97M | 5.30M | 5.62M | 5.73M | 5.89M | 5.93M | 5.21M | 5.45M | 5.46M | 5.70M | 5.98M | 5.71M | 6.03M | 6.07M | 6.07M | 6.10M | 6.07M | 6.12M | 6.18M |
| JPMorgan Chase & Co | 4.73M | — | 4.28M | 4.87M | 20.00K | 20.00K | 20.00K | 4.00M | 3.82M | 4.65M | 4.24M | 4.26M | 4.28M | 3.90M | 4.97M | 5.02M | 5.44M | 5.35M | 5.00M | 5.41M |
| Invesco Ltd | 4.31M | 3.88M | 3.46M | 3.29M | 2.54M | 2.60M | 2.83M | 2.57M | 2.45M | 2.39M | 2.08M | 1.91M | 2.17M | 2.08M | 2.29M | 2.37M | 2.49M | 2.52M | 2.14M | 1.94M |
| Goldman Sachs Group | 4.23M | 3.67M | 4.01M | 5.22M | 4.60M | 4.35M | 4.05M | 4.19M | 3.81M | 3.63M | 3.69M | 4.27M | 3.88M | 4.81M | 4.22M | 4.81M | 4.17M | 4.61M | 4.79M | 5.81M |
| Arrowstreet Capital | 4.17M | 3.45M | 2.76M | 1.42M | 188.04K | 80.96K | 89.64K | — | 5.99K | 5.99K | 5.99K | 22.78K | 44.52K | 5.39K | — | — | — | 966.49K | 2.91M | 2.56M |
| Deutsche Bank AG | 4.11M | 3.70M | 3.37M | 3.29M | 3.15M | 3.23M | 3.72M | 2.96M | 3.46M | 2.83M | 3.46M | 2.80M | 3.30M | 2.91M | 2.94M | 3.00M | 3.22M | 3.21M | 4.00M | 3.20M |
| UBS Group AG | 3.60M | 4.73M | 3.79M | 4.27M | 4.56M | 4.74M | 4.28M | 4.12M | 3.95M | 3.58M | 3.47M | 3.17M | 3.38M | 3.20M | 3.07M | 3.00M | 3.15M | 3.07M | 2.99M | 3.17M |
| Bank of America Corp | 3.46M | 4.94M | 5.52M | 6.41M | 6.66M | 7.14M | 6.51M | 7.35M | 7.62M | 7.86M | 6.65M | 6.94M | 6.76M | 8.07M | 7.92M | 8.26M | 8.66M | 7.70M | 7.34M | 7.59M |
| BNY Mellon | 3.19M | 3.25M | 3.32M | 3.07M | 3.08M | 3.27M | 3.29M | 3.21M | 3.31M | 3.42M | 3.58M | 3.64M | 3.75M | 3.81M | 3.91M | 3.93M | 3.95M | 3.77M | 3.78M | 3.85M |
| Charles Schwab Investment Management | 3.07M | 3.03M | 2.95M | 2.91M | 2.90M | 2.86M | 2.79M | 2.70M | 2.67M | 2.62M | 2.58M | 2.53M | 2.50M | 2.51M | 2.49M | 2.45M | 2.40M | 2.40M | 2.34M | 2.29M |
▲ 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