NBHC — NATIONAL BK HLDGS CORP
Reported value held$868.94M
Funds holding (latest)40
SectorFinancials
Funds holding (Q2 2026)32
Institutional value$701.56M · 15.86M sh
New / Add / Cut / Exit1 / 14 / 16 / 3
Top-5 / Top-10 concentration71.8% / 86.7%
Institutional holdings change
Accumulating +0.6%
(+89.81K sh)
Institutional value change
Up +14.0%
As of Q2 2026, 32 SEC-registered investment managers reported holding NBHC (NATIONAL BK HLDGS CORP) in their latest 13F filings, with a combined reported value of $701.56M across 15.86M shares. That is +0.6% by share count (+89.81K shares) versus the previous quarter, while reported value moved +14.0%. Ownership is concentrated: the five largest holders account for 71.8% of reported value and the top ten for 86.7%.
Compared with the prior quarter, 1 opened new positions, 14 added to existing stakes, 16 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
NBHC 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 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 6.50M | $288.62M | 0.01% | Add |
| Charles Schwab Investment Management history | 1.69M | $74.95M | 0.01% | Add |
| Wellington Management Group history | 1.30M | $57.79M | 0.01% | Reduce |
| Geode Capital Management history | 1.14M | $50.52M | 0.00% | Add |
| Renaissance Technologies history | 715.45K | $31.79M | 0.04% | Reduce |
| Two Sigma Investments history | 689.24K | $30.62M | 0.02% | Add |
| Northern Trust Corp history | 494.19K | $21.96M | 0.00% | Add |
| AQR Capital Management history | 425.86K | $18.92M | 0.01% | Reduce |
| Goldman Sachs Group history | 374.21K | $16.63M | 0.01% | Reduce |
| BNY Mellon history | 363.02K | $16.13M | 0.00% | Add |
| Morgan Stanley history | 334.58K | $14.87M | 0.00% | Reduce |
| Invesco Ltd history | 259.90K | $11.55M | 0.00% | Add |
| Citadel Advisors history | 224.92K | $9.99M | 0.01% | Add |
| Principal Global Investors history | 216.45K | $9.62M | 0.01% | Reduce |
| PSP Investments history | 153.88K | $6.84M | 0.02% | Reduce |
| JPMorgan Chase & Co history | 140.79K | $6.34M | 0.00% | New |
| Prudential Financial history | 117.03K | $5.20M | 0.01% | Add |
| UBS Group AG history | 107.62K | $4.78M | 0.00% | Reduce |
| Legal & General Investment Management America history | 95.79K | $4.26M | 0.00% | Reduce |
| Bank of America Corp history | 79.51K | $3.53M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 72.00K | $3.20M | 0.00% | Add |
| Franklin Resources history | 60.99K | $2.71M | 0.00% | Reduce |
| Citigroup Inc history | 51.57K | $2.29M | 0.00% | Reduce |
| Deutsche Bank AG history | 45.09K | $2.00M | 0.00% | Add |
| Wells Fargo & Co history | 38.61K | $1.72M | 0.00% | Add |
| D. E. Shaw & Co history | 36.64K | $1.63M | 0.00% | Reduce |
| Marshall Wace history | 35.31K | $1.57M | 0.00% | Reduce |
| Manulife Financial history | 17.90K | $795.39K | 0.00% | Add |
| CPP Investments history | 10.10K | $448.74K | 0.00% | Hold |
| Amundi US history | 5.05K | $224.28K | 0.00% | Reduce |
| PNC Financial Services history | 1.97K | $87.44K | 0.00% | Reduce |
| T. Rowe Price Associates history | 75.56K | $3.36K | 0.00% | Add |
Q1 2026 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.51M | $215.88M | 0.00% | Add |
| Wellington Management Group history | 2.24M | $87.87M | 0.02% | Add |
| Charles Schwab Investment Management history | 1.54M | $60.48M | 0.01% | Add |
| Geode Capital Management history | 1.02M | $39.76M | 0.00% | Add |
| Renaissance Technologies history | 794.10K | $31.10M | 0.05% | Reduce |
| Two Sigma Investments history | 572.73K | $22.43M | 0.02% | Add |
| UBS Group AG history | 572.28K | $22.41M | 0.00% | Add |
| AQR Capital Management history | 502.14K | $19.66M | 0.01% | Add |
| Northern Trust Corp history | 427.39K | $16.74M | 0.00% | Add |
| Goldman Sachs Group history | 396.53K | $15.53M | 0.00% | Reduce |
| Morgan Stanley history | 344.13K | $13.48M | 0.00% | Reduce |
| BNY Mellon history | 343.74K | $13.46M | 0.00% | Add |
| Principal Global Investors history | 218.67K | $8.56M | 0.01% | Reduce |
| PSP Investments history | 161.16K | $6.31M | 0.02% | Add |
| Invesco Ltd history | 154.07K | $6.03M | 0.00% | Add |
| Bank of America Corp history | 135.45K | $5.30M | 0.00% | Add |
| Millennium Management history | 104.58K | $4.10M | 0.00% | Reduce |
| Legal & General Investment Management America history | 96.41K | $3.78M | 0.00% | Add |
| Citadel Advisors history | 92.33K | $3.62M | 0.00% | Reduce |
| Citigroup Inc history | 89.62K | $3.51M | 0.00% | Add |
| D. E. Shaw & Co history | 73.05K | $2.86M | 0.00% | Reduce |
| Franklin Resources history | 71.10K | $2.78M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 56.47K | $2.21M | 0.00% | Add |
| Prudential Financial history | 45.01K | $1.76M | 0.00% | Add |
| Marshall Wace history | 39.41K | $1.54M | 0.00% | New |
| Deutsche Bank AG history | 32.37K | $1.27M | 0.00% | Add |
| Manulife Financial history | 17.41K | $681.58K | 0.00% | Add |
| Janus Henderson Group history | 15.18K | $594.78K | 0.00% | Hold |
| Wells Fargo & Co history | 14.99K | $587.21K | 0.00% | Reduce |
| CPP Investments history | 10.10K | $395.52K | 0.00% | Hold |
| Amundi US history | 6.64K | $259.98K | 0.00% | New |
| Arrowstreet Capital history | 5.60K | $219.30K | 0.00% | New |
| PNC Financial Services history | 2.00K | $78.40K | 0.00% | Reduce |
| T. Rowe Price Associates history | 62.95K | $2.47K | 0.00% | Add |
Q4 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.42M | $205.89M | 0.00% | Reduce |
| Vanguard Group history | 4.10M | $155.82M | 0.00% | Hold |
| Wellington Management Group history | 1.29M | $48.86M | 0.01% | Reduce |
| Geode Capital Management history | 901.75K | $34.28M | 0.00% | Reduce |
| Renaissance Technologies history | 813.00K | $30.90M | 0.05% | Reduce |
| Principal Global Investors history | 585.05K | $22.24M | 0.01% | Reduce |
| Goldman Sachs Group history | 504.69K | $19.18M | 0.00% | Add |
| Charles Schwab Investment Management history | 466.71K | $17.74M | 0.00% | Add |
| AQR Capital Management history | 430.08K | $16.35M | 0.01% | Add |
| Morgan Stanley history | 398.52K | $15.15M | 0.00% | Add |
| Northern Trust Corp history | 391.75K | $14.89M | 0.00% | Reduce |
| BNY Mellon history | 332.73K | $12.65M | 0.00% | Add |
| Two Sigma Investments history | 266.62K | $10.13M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 249.19K | $9.47M | 0.00% | Add |
| Millennium Management history | 226.90K | $8.62M | 0.00% | Reduce |
| Citadel Advisors history | 166.58K | $6.33M | 0.00% | Reduce |
| D. E. Shaw & Co history | 148.97K | $5.66M | 0.00% | Reduce |
| PSP Investments history | 130.84K | $4.97M | 0.02% | Reduce |
| Point72 Asset Management history | 124.44K | $4.73M | 0.01% | Add |
| Invesco Ltd history | 100.76K | $3.83M | 0.00% | Reduce |
| Legal & General Investment Management America history | 93.60K | $3.56M | 0.00% | Reduce |
| Bank of America Corp history | 92.88K | $3.53M | 0.00% | Add |
| Citigroup Inc history | 66.48K | $2.53M | 0.00% | Reduce |
| UBS Group AG history | 64.67K | $2.46M | 0.00% | Reduce |
| Franklin Resources history | 49.47K | $1.88M | 0.00% | Add |
| Wells Fargo & Co history | 43.15K | $1.64M | 0.00% | Add |
| Balyasny Asset Management history | 41.40K | $1.57M | 0.00% | Add |
| Prudential Financial history | 35.77K | $1.36M | 0.00% | Reduce |
| Deutsche Bank AG history | 28.68K | $1.09M | 0.00% | Add |
| Manulife Financial history | 16.58K | $630.17K | 0.00% | Reduce |
| Janus Henderson Group history | 15.18K | $576.73K | 0.00% | Hold |
| CPP Investments history | 10.10K | $383.90K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 2.25K | $85.60K | 0.00% | Add |
| PNC Financial Services history | 2.07K | $78.57K | 0.00% | Add |
| T. Rowe Price Associates history | 56.87K | $2.16K | 0.00% | Add |
Q3 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.50M | $212.51M | 0.00% | Reduce |
| Vanguard Group history | 4.12M | $159.02M | 0.00% | Reduce |
| Wellington Management Group history | 1.78M | $68.61M | 0.01% | Reduce |
| Geode Capital Management history | 906.80K | $35.04M | 0.00% | Hold |
| Renaissance Technologies history | 882.30K | $34.09M | 0.04% | Add |
| Principal Global Investors history | 603.15K | $23.31M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 438.27K | $16.93M | 0.00% | Add |
| Northern Trust Corp history | 415.62K | $16.06M | 0.00% | Hold |
| Goldman Sachs Group history | 373.97K | $14.45M | 0.00% | Add |
| Morgan Stanley history | 315.25K | $12.18M | 0.00% | Add |
| BNY Mellon history | 311.36K | $12.03M | 0.00% | Reduce |
| Two Sigma Investments history | 304.99K | $11.78M | 0.02% | Add |
| Millennium Management history | 251.14K | $9.70M | 0.00% | Reduce |
| Citadel Advisors history | 236.35K | $9.13M | 0.00% | Add |
| JPMorgan Chase & Co history | 231.92K | $8.96M | 0.00% | Add |
| Invesco Ltd history | 198.71K | $7.68M | 0.00% | Reduce |
| AQR Capital Management history | 179.99K | $6.95M | 0.00% | Add |
| D. E. Shaw & Co history | 159.29K | $6.15M | 0.00% | Add |
| PSP Investments history | 148.37K | $5.73M | 0.02% | Add |
| Legal & General Investment Management America history | 100.03K | $3.87M | 0.00% | Reduce |
| Bank of America Corp history | 85.42K | $3.30M | 0.00% | Reduce |
| UBS Group AG history | 70.44K | $2.72M | 0.00% | Add |
| Citigroup Inc history | 67.39K | $2.60M | 0.00% | Add |
| Balyasny Asset Management history | 38.70K | $1.50M | 0.00% | Add |
| Prudential Financial history | 38.23K | $1.48M | 0.00% | Reduce |
| Wells Fargo & Co history | 29.66K | $1.15M | 0.00% | Add |
| Deutsche Bank AG history | 26.70K | $1.03M | 0.00% | Add |
| Manulife Financial history | 17.26K | $666.93K | 0.00% | Reduce |
| Point72 Asset Management history | 16.07K | $621.02K | 0.00% | New |
| Janus Henderson Group history | 15.18K | $586.44K | 0.00% | Hold |
| Franklin Resources history | 12.35K | $477.09K | 0.00% | Add |
| Amundi US history | 6.29K | $242.26K | 0.00% | Hold |
| PNC Financial Services history | 1.94K | $75.12K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.47K | $56.90K | 0.00% | Add |
| T. Rowe Price Associates history | 51.60K | $1.99K | 0.00% | Add |
Q2 2025 — 43 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.54M | $208.34M | 0.00% | Hold |
| BlackRock Inc history | 5.54M | $208.34M | 0.00% | Hold |
| Vanguard Group history | 4.19M | $157.69M | 0.00% | Hold |
| Wellington Management Group history | 2.49M | $93.80M | 0.02% | Reduce |
| Geode Capital Management history | 903.81K | $34.00M | 0.00% | Add |
| Renaissance Technologies history | 864.30K | $32.51M | 0.04% | Add |
| Renaissance Technologies history | 864.30K | $32.51M | 0.04% | Add |
| Principal Global Investors history | 651.23K | $24.49M | 0.01% | Reduce |
| Millennium Management history | 607.69K | $22.86M | 0.01% | Add |
| Northern Trust Corp history | 415.01K | $15.61M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 406.96K | $15.31M | 0.00% | Add |
| BNY Mellon history | 318.41K | $11.98M | 0.00% | Reduce |
| Morgan Stanley history | 304.55K | $11.45M | 0.00% | Reduce |
| Morgan Stanley history | 304.55K | $11.45M | 0.00% | Reduce |
| Goldman Sachs Group history | 240.12K | $9.03M | 0.00% | Add |
| Goldman Sachs Group history | 240.12K | $9.03M | 0.00% | Add |
| Invesco Ltd history | 203.64K | $7.66M | 0.00% | Reduce |
| Bank of America Corp history | 191.49K | $7.20M | 0.00% | Add |
| JPMorgan Chase & Co history | 143.04K | $5.38M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 143.04K | $5.38M | 0.00% | Reduce |
| PSP Investments history | 129.85K | $4.88M | 0.02% | Add |
| Two Sigma Investments history | 123.85K | $4.66M | 0.01% | Add |
| Two Sigma Investments history | 123.85K | $4.66M | 0.01% | Add |
| Legal & General Investment Management America history | 102.47K | $3.85M | 0.00% | Add |
| Citadel Advisors history | 96.83K | $3.64M | 0.00% | Add |
| Citadel Advisors history | 96.83K | $3.64M | 0.00% | Add |
| Citigroup Inc history | 58.66K | $2.21M | 0.00% | Reduce |
| D. E. Shaw & Co history | 49.57K | $1.86M | 0.00% | Add |
| UBS Group AG history | 46.41K | $1.75M | 0.00% | Reduce |
| Prudential Financial history | 39.31K | $1.48M | 0.00% | Add |
| Balyasny Asset Management history | 36.93K | $1.39M | 0.00% | Add |
| AQR Capital Management history | 27.50K | $1.03M | 0.00% | Add |
| Wells Fargo & Co history | 24.91K | $936.83K | 0.00% | Add |
| Deutsche Bank AG history | 22.78K | $856.64K | 0.00% | Reduce |
| Deutsche Bank AG history | 22.78K | $856.64K | 0.00% | Reduce |
| Manulife Financial history | 18.35K | $690.29K | 0.00% | Hold |
| Janus Henderson Group history | 15.18K | $570.66K | 0.00% | Hold |
| Franklin Resources history | 10.46K | $393.59K | 0.00% | Hold |
| Amundi US history | 6.29K | $247.61K | 0.00% | Reduce |
| PNC Financial Services history | 2.25K | $84.59K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.39K | $52.43K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.39K | $52.43K | 0.00% | Reduce |
| T. Rowe Price Associates history | 48.09K | $1.81K | 0.00% | Add |
Q1 2025 — 43 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.53M | $211.58M | 0.01% | Add |
| BlackRock Inc history | 5.53M | $211.58M | 0.01% | Add |
| Vanguard Group history | 4.19M | $160.54M | 0.00% | Reduce |
| Wellington Management Group history | 2.90M | $110.95M | 0.02% | Reduce |
| Geode Capital Management history | 885.20K | $33.88M | 0.00% | Add |
| Renaissance Technologies history | 851.30K | $32.58M | 0.05% | Add |
| Renaissance Technologies history | 851.30K | $32.58M | 0.05% | Add |
| Principal Global Investors history | 729.75K | $27.93M | 0.02% | Reduce |
| Northern Trust Corp history | 436.49K | $16.70M | 0.00% | Reduce |
| BNY Mellon history | 418.07K | $16.00M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 366.07K | $14.01M | 0.00% | Add |
| Morgan Stanley history | 309.92K | $11.86M | 0.00% | Reduce |
| Morgan Stanley history | 309.92K | $11.86M | 0.00% | Reduce |
| Goldman Sachs Group history | 221.91K | $8.49M | 0.00% | Reduce |
| Goldman Sachs Group history | 221.91K | $8.49M | 0.00% | Reduce |
| Invesco Ltd history | 214.91K | $8.22M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 212.03K | $8.11M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 212.03K | $8.11M | 0.00% | Reduce |
| Millennium Management history | 199.45K | $7.63M | 0.00% | Add |
| Bank of America Corp history | 152.91K | $5.85M | 0.00% | Add |
| PSP Investments history | 120.64K | $4.62M | 0.02% | Add |
| Legal & General Investment Management America history | 100.76K | $3.86M | 0.00% | Reduce |
| Two Sigma Investments history | 80.47K | $3.08M | 0.01% | New |
| Two Sigma Investments history | 80.47K | $3.08M | 0.01% | New |
| UBS Group AG history | 71.67K | $2.74M | 0.00% | Reduce |
| Citigroup Inc history | 69.50K | $2.66M | 0.00% | Reduce |
| Citadel Advisors history | 51.93K | $1.99M | 0.00% | Add |
| Citadel Advisors history | 51.93K | $1.99M | 0.00% | Add |
| Prudential Financial history | 37.19K | $1.42M | 0.00% | Reduce |
| Deutsche Bank AG history | 27.98K | $1.07M | 0.00% | Reduce |
| Deutsche Bank AG history | 27.98K | $1.07M | 0.00% | Reduce |
| AQR Capital Management history | 26.30K | $1.01M | 0.00% | Add |
| Wells Fargo & Co history | 22.61K | $865.28K | 0.00% | Add |
| D. E. Shaw & Co history | 20.38K | $779.94K | 0.00% | New |
| Manulife Financial history | 18.32K | $701.18K | 0.00% | Add |
| Balyasny Asset Management history | 17.10K | $654.53K | 0.00% | Add |
| Janus Henderson Group history | 15.18K | $587.65K | 0.00% | Reduce |
| Amundi US history | 15.45K | $547.19K | 0.00% | Reduce |
| Franklin Resources history | 10.46K | $400.15K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 7.54K | $288.73K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 7.54K | $288.73K | 0.00% | Reduce |
| PNC Financial Services history | 2.47K | $94.60K | 0.00% | Add |
| T. Rowe Price Associates history | 46.07K | $1.76K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 140.79K sh · $6.34M
Fully Exited (vs previous quarter)
- Millennium Management sold 104.58K sh · $4.10M
- Janus Henderson Group sold 15.18K sh · $594.78K
- Arrowstreet Capital sold 5.60K sh · $219.30K
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 | 6.50M | 5.51M | 5.42M | 5.50M | 5.54M | 5.53M | 5.50M | 5.51M | — | — | — | — | — | — | — | — | — | — | — | — |
| Charles Schwab Investment Management | 1.69M | 1.54M | 466.71K | 438.27K | 406.96K | 366.07K | 357.05K | 355.49K | 353.28K | 343.14K | 311.60K | 298.05K | 286.49K | 264.32K | 320.43K | 280.49K | 278.70K | 276.29K | 275.43K | 275.26K |
| Wellington Management Group | 1.30M | 2.24M | 1.29M | 1.78M | 2.49M | 2.90M | 2.94M | 3.46M | 3.79M | 3.75M | 3.90M | 3.67M | 3.37M | 2.98M | 2.89M | 2.02M | 1.70M | 989.38K | 1.16M | 1.39M |
| Geode Capital Management | 1.14M | 1.02M | 901.75K | 906.80K | 903.81K | 885.20K | 856.97K | 861.48K | 851.76K | 822.98K | 796.89K | 761.12K | 732.59K | 636.06K | 618.69K | 516.58K | 510.11K | 507.45K | 496.36K | 509.15K |
| Renaissance Technologies | 715.45K | 794.10K | 813.00K | 882.30K | 864.30K | 851.30K | 803.20K | 832.80K | 906.50K | 925.70K | 926.90K | 959.60K | 994.60K | 1.01M | 1.01M | 1.10M | 1.22M | 1.17M | 1.19M | 1.25M |
| Two Sigma Investments | 689.24K | 572.73K | 266.62K | 304.99K | 123.85K | 80.47K | — | — | — | 14.63K | — | 42.53K | 48.37K | 44.91K | 26.47K | 11.48K | 57.19K | 48.55K | 30.77K | 81.18K |
| Northern Trust Corp | 494.19K | 427.39K | 391.75K | 415.62K | 415.01K | 436.49K | 440.11K | 410.28K | 410.54K | 422.51K | 436.93K | 405.89K | 406.00K | 329.20K | 527.38K | 506.29K | 511.96K | 517.93K | 517.67K | 515.25K |
| AQR Capital Management | 425.86K | 502.14K | 430.08K | 179.99K | 27.50K | 26.30K | 13.34K | 10.98K | 10.38K | 6.96K | — | — | — | — | 22.45K | 26.74K | 27.43K | 30.59K | 32.02K | 32.02K |
| Goldman Sachs Group | 374.21K | 396.53K | 504.69K | 373.97K | 240.12K | 221.91K | 311.37K | 490.84K | 602.36K | 399.14K | 357.36K | 426.36K | 436.40K | 343.03K | 161.93K | 171.42K | 185.44K | 144.01K | 134.38K | 128.65K |
| BNY Mellon | 363.02K | 343.74K | 332.73K | 311.36K | 318.41K | 418.07K | 632.39K | 670.04K | 758.62K | 826.06K | 875.69K | 844.20K | 861.41K | 784.09K | 764.97K | 698.45K | 710.25K | 727.08K | 603.12K | 517.87K |
| Morgan Stanley | 334.58K | 344.13K | 398.52K | 315.25K | 304.55K | 309.92K | 373.78K | 317.34K | 245.45K | 253.83K | 397.79K | 276.59K | 313.10K | 289.03K | 261.84K | 189.87K | 196.60K | 155.57K | 151.94K | 119.88K |
| Invesco Ltd | 259.90K | 154.07K | 100.76K | 198.71K | 203.64K | 214.91K | 231.40K | 169.18K | 105.69K | 108.79K | 84.90K | 81.63K | 184.64K | 190.71K | 219.35K | 236.69K | 237.40K | 257.12K | 75.79K | 145.29K |
| Citadel Advisors | 224.92K | 92.33K | 166.58K | 236.35K | 96.83K | 51.93K | 20.95K | — | 10.14K | 5.70K | 38.52K | 26.96K | 65.29K | 64.10K | 60.81K | 29.94K | 27.48K | 52.61K | 30.25K | 30.72K |
| Principal Global Investors | 216.45K | 218.67K | 585.05K | 603.15K | 651.23K | 729.75K | 751.37K | 786.10K | 577.79K | 196.04K | 196.68K | 203.35K | 214.30K | 226.28K | 229.97K | 185.51K | 185.93K | 198.07K | 201.95K | 210.29K |
| PSP Investments | 153.88K | 161.16K | 130.84K | 148.37K | 129.85K | 120.64K | 94.71K | 80.48K | 83.18K | 77.45K | 78.36K | 46.62K | 66.94K | 66.15K | 68.57K | 55.13K | 55.62K | 55.92K | 61.71K | 62.92K |
| JPMorgan Chase & Co | 140.79K | — | 249.19K | 231.92K | 143.04K | 212.03K | 331.55K | 189.83K | 212.07K | 288.36K | 293.48K | 212.01K | 218.86K | 244.63K | 301.00K | 293.32K | 225.12K | 156.52K | 88.71K | 33.27K |
| Prudential Financial | 117.03K | 45.01K | 35.77K | 38.23K | 39.31K | 37.19K | 38.67K | 50.02K | 57.14K | 57.82K | 54.82K | 53.55K | 47.45K | 49.48K | 102.28K | 30.54K | 30.70K | 31.19K | 32.16K | 37.73K |
| UBS Group AG | 107.62K | 572.28K | 64.67K | 70.44K | 46.41K | 71.67K | 130.41K | 34.27K | 24.42K | 29.07K | 11.94K | 134 | 15.29K | 18.83K | 10.54K | 8.38K | 269 | 14.55K | 20.23K | 13.02K |
| Legal & General Investment Management America | 95.79K | 96.41K | 93.60K | 100.03K | 102.47K | 100.76K | 104.00K | 102.51K | 103.50K | 100.94K | 102.55K | 102.05K | 95.57K | 87.60K | 88.91K | 71.60K | 71.35K | 71.85K | 73.32K | 71.04K |
| Bank of America Corp | 79.51K | 135.45K | 92.88K | 85.42K | 191.49K | 152.91K | 99.92K | 104.44K | 98.70K | 77.96K | 69.13K | 34.92K | 30.41K | 36.35K | 51.73K | 31.92K | 43.42K | 43.60K | 120.26K | 105.22K |
▲ 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