NCLH — NORWEGIAN CRUISE LINE HLDGS
Reported value held$6.31B
Funds holding (latest)50
SectorConsumer Discretionary
Index member: S&P 500
Funds holding (Q2 2026)39
Institutional value$3.77B · 186.84M sh
New / Add / Cut / Exit3 / 17 / 18 / 2
Top-5 / Top-10 concentration57.5% / 81.2%
Institutional holdings change
Accumulating +6.1%
(+10.75M sh)
Institutional value change
Up +19.8%
As of Q2 2026, 39 SEC-registered investment managers reported holding NCLH (NORWEGIAN CRUISE LINE HLDGS) in their latest 13F filings, with a combined reported value of $3.77B across 186.84M shares. That is +6.1% by share count (+10.75M shares) versus the previous quarter, while reported value moved +19.8%. Ownership is concentrated: the five largest holders account for 57.5% of reported value and the top ten for 81.2%.
Compared with the prior quarter, 3 opened new positions, 17 added to existing stakes, 18 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
NCLH is a constituent of the S&P 500 and is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 29.34M | $619.30M | 0.01% | Reduce |
| UBS Group AG history | 24.28M | $512.57M | 0.07% | Add |
| Goldman Sachs Group history | 21.16M | $446.77M | 0.04% | Add |
| Elliott Investment Management history | 14.69M | $310.02M | 1.37% | Add |
| Invesco Ltd history | 13.17M | $278.10M | 0.02% | Add |
| Citadel Advisors history | 12.57M | $265.32M | 0.03% | Add |
| Geode Capital Management history | 12.13M | $255.58M | 0.01% | Reduce |
| Morgan Stanley history | 7.79M | $164.51M | 0.01% | Reduce |
| Bank of America Corp history | 5.03M | $106.17M | 0.01% | Add |
| Citigroup Inc history | 4.77M | $100.71M | 0.04% | Add |
| Wells Fargo & Co history | 4.43M | $93.61M | 0.02% | Add |
| Northern Trust Corp history | 4.20M | $88.62M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 3.89M | $82.09M | 0.01% | Reduce |
| Two Sigma Investments history | 2.82M | $59.63M | 0.05% | Hold |
| Marshall Wace history | 2.55M | $53.93M | 0.04% | Reduce |
| BNY Mellon history | 2.41M | $50.95M | 0.01% | Add |
| Deutsche Bank AG history | 2.23M | $47.06M | 0.01% | Add |
| Amundi US history | 2.05M | $43.33M | 0.01% | Reduce |
| Capital World Investors history | 1.33M | $27.98M | 0.00% | Add |
| Point72 Asset Management history | 1.29M | $27.29M | 0.03% | Add |
| Norges Bank Investment Management history | 1.05M | $22.15M | 0.00% | Reduce |
| CPP Investments history | 1.02M | $21.53M | 0.01% | Reduce |
| Millennium Management history | 923.43K | $19.49M | 0.01% | Reduce |
| Legal & General Investment Management America history | 809.38K | $17.09M | 0.00% | Add |
| Balyasny Asset Management history | 529.39K | $11.18M | 0.01% | Add |
| Principal Global Investors history | 500.91K | $10.57M | 0.01% | Reduce |
| Lazard Asset Management history | 318.87K | $6.73M | 0.01% | Add |
| Manulife Financial history | 299.38K | $6.32M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 225.00K | $4.93M | 0.00% | New |
| AQR Capital Management history | 140.60K | $2.97M | 0.00% | Reduce |
| PSP Investments history | 131.07K | $2.77M | 0.01% | Add |
| PNC Financial Services history | 108.23K | $2.28M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 65.90K | $1.39M | 0.00% | Reduce |
| D. E. Shaw & Co history | 44.40K | $937.28K | 0.00% | New |
| Prudential Financial history | 38.16K | $805.62K | 0.00% | Reduce |
| Franklin Resources history | 13.77K | $290.68K | 0.00% | Reduce |
| Fidelity International (FIL) history | 10.89K | $229.95K | 0.00% | New |
| Wellington Management Group history | 10.06K | $212.32K | 0.00% | Reduce |
| T. Rowe Price Associates history | 8.46M | $178.53K | 0.02% | Add |
Q1 2026 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 34.53M | $645.71M | 0.01% | Reduce |
| UBS Group AG history | 22.70M | $424.49M | 0.07% | Add |
| Goldman Sachs Group history | 19.23M | $359.58M | 0.04% | Add |
| Elliott Investment Management history | 13.19M | $246.58M | 1.23% | New |
| Geode Capital Management history | 12.54M | $234.12M | 0.01% | Add |
| Citadel Advisors history | 10.96M | $204.94M | 0.03% | Add |
| Invesco Ltd history | 10.82M | $202.33M | 0.03% | Add |
| Morgan Stanley history | 8.24M | $154.14M | 0.01% | Reduce |
| Northern Trust Corp history | 4.29M | $80.30M | 0.01% | Add |
| Marshall Wace history | 4.25M | $79.47M | 0.08% | Reduce |
| Charles Schwab Investment Management history | 3.94M | $73.66M | 0.01% | Add |
| Two Sigma Investments history | 2.81M | $52.60M | 0.04% | Reduce |
| Bank of America Corp history | 2.57M | $47.99M | 0.00% | Add |
| BNY Mellon history | 2.33M | $43.63M | 0.01% | Reduce |
| Citigroup Inc history | 2.22M | $41.60M | 0.02% | Add |
| Amundi US history | 2.14M | $40.07M | 0.01% | Add |
| Wells Fargo & Co history | 2.02M | $37.74M | 0.01% | Add |
| Deutsche Bank AG history | 1.92M | $35.94M | 0.01% | Add |
| Millennium Management history | 1.39M | $25.98M | 0.01% | Reduce |
| Capital World Investors history | 1.29M | $24.11M | 0.00% | New |
| CPP Investments history | 1.06M | $19.90M | 0.01% | Add |
| AQR Capital Management history | 917.72K | $16.87M | 0.01% | Reduce |
| Legal & General Investment Management America history | 771.30K | $14.42M | 0.00% | Reduce |
| Principal Global Investors history | 527.03K | $9.86M | 0.01% | Reduce |
| Manulife Financial history | 301.17K | $5.63M | 0.01% | Reduce |
| Balyasny Asset Management history | 220.56K | $4.12M | 0.01% | Reduce |
| Janus Henderson Group history | 206.47K | $3.86M | 0.00% | Reduce |
| Point72 Asset Management history | 157.30K | $2.94M | 0.00% | Reduce |
| PSP Investments history | 129.59K | $2.42M | 0.01% | Add |
| PNC Financial Services history | 119.81K | $2.24M | 0.00% | Add |
| Lazard Asset Management history | 90.37K | $1.69M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 82.14K | $1.54M | 0.00% | Reduce |
| Bridgewater Associates history | 65.68K | $1.23M | 0.01% | New |
| Prudential Financial history | 40.14K | $750.69K | 0.00% | Reduce |
| Franklin Resources history | 18.24K | $341.11K | 0.00% | Add |
| Wellington Management Group history | 10.90K | $203.87K | 0.00% | Reduce |
| T. Rowe Price Associates history | 7.98M | $149.16K | 0.02% | Add |
Q4 2025 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 52.85M | $1.18B | 0.02% | Hold |
| BlackRock Inc history | 38.58M | $861.17M | 0.01% | Add |
| Geode Capital Management history | 12.21M | $271.95M | 0.02% | Add |
| Citadel Advisors history | 10.84M | $242.02M | 0.04% | Reduce |
| Invesco Ltd history | 10.38M | $231.64M | 0.04% | Add |
| Morgan Stanley history | 8.52M | $190.18M | 0.01% | Add |
| Goldman Sachs Group history | 7.83M | $174.69M | 0.02% | Reduce |
| Marshall Wace history | 7.01M | $156.55M | 0.14% | Add |
| AQR Capital Management history | 6.79M | $151.63M | 0.08% | Add |
| UBS Group AG history | 4.89M | $109.06M | 0.02% | Reduce |
| Balyasny Asset Management history | 4.75M | $106.06M | 0.14% | Add |
| Northern Trust Corp history | 4.25M | $94.83M | 0.01% | Hold |
| Charles Schwab Investment Management history | 3.83M | $85.54M | 0.01% | Add |
| Two Sigma Investments history | 3.56M | $79.55M | 0.12% | Add |
| Millennium Management history | 3.19M | $71.19M | 0.03% | Add |
| BNY Mellon history | 2.36M | $52.78M | 0.01% | Add |
| Norges Bank Investment Management history | 2.09M | $46.66M | 0.01% | Reduce |
| Deutsche Bank AG history | 1.72M | $38.30M | 0.01% | Add |
| Point72 Asset Management history | 1.69M | $37.75M | 0.04% | Reduce |
| Bank of America Corp history | 1.59M | $35.58M | 0.00% | Reduce |
| Amundi US history | 964.77K | $21.53M | 0.01% | Reduce |
| Legal & General Investment Management America history | 831.10K | $18.55M | 0.00% | Add |
| Citigroup Inc history | 653.53K | $14.59M | 0.01% | Reduce |
| Wells Fargo & Co history | 616.77K | $13.77M | 0.00% | Add |
| Principal Global Investors history | 536.68K | $11.98M | 0.01% | Add |
| CPP Investments history | 488.60K | $10.91M | 0.01% | Add |
| Arrowstreet Capital history | 398.58K | $8.90M | 0.01% | Reduce |
| Manulife Financial history | 312.22K | $6.97M | 0.01% | Add |
| Janus Henderson Group history | 207.60K | $4.64M | 0.00% | Hold |
| D. E. Shaw & Co history | 172.64K | $3.85M | 0.00% | New |
| PSP Investments history | 116.30K | $2.60M | 0.01% | Add |
| PNC Financial Services history | 111.22K | $2.48M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 83.36K | $1.86M | 0.00% | Reduce |
| Lazard Asset Management history | 78.89K | $1.76M | 0.00% | Add |
| JPMorgan Chase & Co history | 72.30K | $1.61M | 0.00% | Add |
| Prudential Financial history | 44.00K | $982.01K | 0.00% | Reduce |
| Franklin Resources history | 16.33K | $364.49K | 0.00% | Reduce |
| Wellington Management Group history | 11.28K | $251.77K | 0.00% | Reduce |
| T. Rowe Price Associates history | 669.99K | $14.96K | 0.00% | Add |
Q3 2025 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 52.69M | $1.30B | 0.02% | Reduce |
| BlackRock Inc history | 30.76M | $757.51M | 0.01% | Reduce |
| Citadel Advisors history | 14.33M | $353.00M | 0.06% | Add |
| Geode Capital Management history | 11.94M | $293.61M | 0.02% | Add |
| Goldman Sachs Group history | 10.97M | $270.28M | 0.03% | Add |
| Invesco Ltd history | 8.91M | $219.45M | 0.04% | Reduce |
| UBS Group AG history | 7.92M | $195.18M | 0.03% | Add |
| Bank of America Corp history | 6.12M | $150.80M | 0.01% | Add |
| Morgan Stanley history | 5.93M | $146.16M | 0.01% | Reduce |
| Northern Trust Corp history | 4.26M | $105.01M | 0.01% | Hold |
| Charles Schwab Investment Management history | 3.76M | $92.58M | 0.01% | Add |
| Two Sigma Investments history | 3.19M | $78.54M | 0.12% | Reduce |
| Point72 Asset Management history | 3.08M | $75.87M | 0.13% | Add |
| Balyasny Asset Management history | 2.77M | $68.25M | 0.09% | Add |
| BNY Mellon history | 2.34M | $57.62M | 0.01% | Add |
| Millennium Management history | 2.19M | $53.97M | 0.02% | Reduce |
| Citigroup Inc history | 2.12M | $52.19M | 0.02% | Add |
| Marshall Wace history | 1.78M | $43.74M | 0.04% | Reduce |
| Arrowstreet Capital history | 1.65M | $40.61M | 0.03% | Add |
| Deutsche Bank AG history | 1.40M | $34.53M | 0.01% | Reduce |
| Amundi US history | 1.38M | $33.37M | 0.01% | Reduce |
| Wellington Management Group history | 826.78K | $20.36M | 0.00% | Add |
| Legal & General Investment Management America history | 796.11K | $19.61M | 0.00% | Reduce |
| Wells Fargo & Co history | 556.92K | $13.72M | 0.00% | Add |
| Principal Global Investors history | 520.84K | $12.83M | 0.01% | Reduce |
| AQR Capital Management history | 423.01K | $10.42M | 0.01% | Add |
| Manulife Financial history | 310.42K | $7.65M | 0.01% | Add |
| CPP Investments history | 287.60K | $7.08M | 0.01% | Add |
| Janus Henderson Group history | 206.99K | $5.10M | 0.00% | Add |
| PNC Financial Services history | 109.44K | $2.70M | 0.00% | Add |
| Maverick Capital history | 100.56K | $2.48M | 0.03% | New |
| PSP Investments history | 97.21K | $2.39M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 85.96K | $2.12M | 0.00% | Add |
| Prudential Financial history | 78.38K | $1.93M | 0.00% | Add |
| Lazard Asset Management history | 73.47K | $1.81M | 0.00% | Reduce |
| Franklin Resources history | 17.41K | $428.93K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 900 | $22.17K | 0.00% | Reduce |
| T. Rowe Price Associates history | 658.82K | $16.23K | 0.00% | Add |
Q2 2025 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 53.24M | $1.08B | 0.02% | Reduce |
| BlackRock Inc history | 31.88M | $646.52M | 0.01% | Add |
| Citadel Advisors history | 13.96M | $283.07M | 0.05% | Add |
| Geode Capital Management history | 11.64M | $235.53M | 0.02% | Add |
| Invesco Ltd history | 11.00M | $223.16M | 0.04% | Reduce |
| Morgan Stanley history | 7.31M | $148.24M | 0.01% | Reduce |
| Two Sigma Investments history | 5.88M | $119.18M | 0.22% | Add |
| Millennium Management history | 4.61M | $93.50M | 0.05% | Add |
| Marshall Wace history | 4.40M | $89.20M | 0.10% | Add |
| UBS Group AG history | 4.26M | $86.47M | 0.01% | Reduce |
| Northern Trust Corp history | 4.24M | $86.08M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 3.72M | $75.45M | 0.01% | Add |
| Goldman Sachs Group history | 3.68M | $74.61M | 0.01% | Add |
| Norges Bank Investment Management history | 2.45M | $49.62M | 0.01% | Reduce |
| BNY Mellon history | 2.30M | $46.64M | 0.01% | Reduce |
| Deutsche Bank AG history | 1.82M | $36.88M | 0.01% | Reduce |
| Bank of America Corp history | 1.79M | $36.31M | 0.00% | Reduce |
| Amundi US history | 1.52M | $32.45M | 0.01% | Add |
| Point72 Asset Management history | 1.28M | $26.04M | 0.05% | Reduce |
| Capital World Investors history | 1.10M | $22.31M | 0.00% | Hold |
| Legal & General Investment Management America history | 851.42K | $17.27M | 0.00% | Add |
| Arrowstreet Capital history | 659.96K | $13.38M | 0.01% | Reduce |
| Principal Global Investors history | 533.48K | $10.82M | 0.01% | Reduce |
| Wells Fargo & Co history | 532.39K | $10.80M | 0.00% | Add |
| Citigroup Inc history | 480.20K | $9.74M | 0.01% | Reduce |
| Renaissance Technologies history | 427.73K | $8.67M | 0.01% | Reduce |
| Balyasny Asset Management history | 381.52K | $7.74M | 0.01% | Add |
| Wellington Management Group history | 341.07K | $6.92M | 0.00% | Reduce |
| Manulife Financial history | 305.93K | $6.20M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 230.00K | $4.66M | 0.00% | Hold |
| Janus Henderson Group history | 199.34K | $4.04M | 0.00% | Reduce |
| CPP Investments history | 162.40K | $3.29M | 0.00% | Reduce |
| AQR Capital Management history | 129.66K | $2.63M | 0.00% | Reduce |
| PNC Financial Services history | 104.29K | $2.12M | 0.00% | Add |
| PSP Investments history | 91.96K | $1.86M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 78.41K | $1.59M | 0.00% | Add |
| Prudential Financial history | 74.60K | $1.51M | 0.00% | Add |
| Franklin Resources history | 17.65K | $357.92K | 0.00% | Add |
| T. Rowe Price Associates history | 644.42K | $13.07K | 0.00% | Reduce |
| Lazard Asset Management history | 75.44K | $1.53K | 0.00% | Reduce |
Q1 2025 — 43 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 53.96M | $1.02B | 0.02% | Add |
| BlackRock Inc history | 30.75M | $582.99M | 0.01% | Add |
| Invesco Ltd history | 11.48M | $217.62M | 0.04% | Add |
| Geode Capital Management history | 11.27M | $213.31M | 0.02% | Add |
| Morgan Stanley history | 10.74M | $203.61M | 0.01% | Add |
| Citadel Advisors history | 9.04M | $171.40M | 0.03% | Add |
| Baillie Gifford & Co history | 7.37M | $139.79M | 0.12% | Reduce |
| UBS Group AG history | 5.37M | $101.73M | 0.02% | Reduce |
| Northern Trust Corp history | 4.27M | $81.01M | 0.01% | Add |
| Two Sigma Investments history | 4.18M | $79.27M | 0.18% | Reduce |
| Renaissance Technologies history | 3.78M | $71.62M | 0.11% | Reduce |
| Charles Schwab Investment Management history | 3.58M | $67.90M | 0.01% | Add |
| Marshall Wace history | 2.55M | $48.42M | 0.06% | New |
| BNY Mellon history | 2.51M | $47.65M | 0.01% | Reduce |
| Goldman Sachs Group history | 2.48M | $47.09M | 0.01% | Add |
| Point72 Asset Management history | 2.17M | $41.15M | 0.10% | Add |
| Deutsche Bank AG history | 2.11M | $40.00M | 0.02% | Add |
| Bank of America Corp history | 1.82M | $34.59M | 0.00% | Add |
| Principal Global Investors history | 1.35M | $25.54M | 0.01% | Add |
| Millennium Management history | 1.21M | $22.99M | 0.01% | Reduce |
| Capital World Investors history | 1.10M | $20.86M | 0.00% | Hold |
| AQR Capital Management history | 1.05M | $19.49M | 0.02% | Add |
| Amundi US history | 1.14M | $18.53M | 0.01% | Add |
| D. E. Shaw & Co history | 928.33K | $17.60M | 0.02% | Reduce |
| Arrowstreet Capital history | 923.85K | $17.52M | 0.01% | Reduce |
| Legal & General Investment Management America history | 770.76K | $14.61M | 0.00% | Add |
| CPP Investments history | 656.80K | $12.45M | 0.01% | Add |
| Citigroup Inc history | 638.14K | $12.10M | 0.01% | Reduce |
| Wellington Management Group history | 617.30K | $11.70M | 0.00% | Reduce |
| Wells Fargo & Co history | 407.27K | $7.72M | 0.00% | Reduce |
| Balyasny Asset Management history | 339.74K | $6.44M | 0.01% | Add |
| Manulife Financial history | 315.46K | $5.98M | 0.01% | Reduce |
| Maverick Capital history | 287.34K | $5.45M | 0.10% | Add |
| JPMorgan Chase & Co history | 230.00K | $4.36M | 0.00% | Reduce |
| Janus Henderson Group history | 211.30K | $4.04M | 0.00% | Hold |
| PSP Investments history | 118.66K | $2.25M | 0.01% | Add |
| PNC Financial Services history | 100.49K | $1.91M | 0.00% | Add |
| Prudential Financial history | 60.91K | $1.15M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 55.23K | $1.05M | 0.00% | Add |
| Franklin Resources history | 17.00K | $322.41K | 0.00% | Reduce |
| T. Rowe Price Associates history | 2.34M | $44.28K | 0.01% | Reduce |
| Oaktree Capital Management history | 25.00K | $24.32K | 0.04% | Hold |
| Lazard Asset Management history | 77.84K | $1.48K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 225.00K sh · $4.93M
- D. E. Shaw & Co 44.40K sh · $937.28K
- Fidelity International (FIL) 10.89K sh · $229.95K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 206.47K sh · $3.86M
- Bridgewater Associates sold 65.68K sh · $1.23M
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 | 29.34M | 34.53M | 38.58M | 30.76M | 31.88M | 30.75M | 28.80M | 28.29M | — | — | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | 24.28M | 22.70M | 4.89M | 7.92M | 4.26M | 5.37M | 8.55M | 2.19M | 1.04M | 3.32M | 953.94K | 211.20K | 998.10K | 1.19M | 1.51M | 2.01M | 1.82M | 1.89M | 1.28M | 1.16M |
| Goldman Sachs Group | 21.16M | 19.23M | 7.83M | 10.97M | 3.68M | 2.48M | 1.80M | 1.82M | 1.93M | 1.95M | 1.24M | 2.76M | 2.13M | 1.58M | 1.43M | 1.62M | 1.51M | 1.45M | 4.23M | 3.80M |
| Elliott Investment Management | 14.69M | 13.19M | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Invesco Ltd | 13.17M | 10.82M | 10.38M | 8.91M | 11.00M | 11.48M | 9.36M | 9.52M | 11.49M | 8.63M | 8.59M | 8.20M | 6.70M | 7.22M | 6.62M | 6.67M | 6.81M | 5.71M | 5.04M | 4.42M |
| Citadel Advisors | 12.57M | 10.96M | 10.84M | 14.33M | 13.96M | 9.04M | 8.14M | 8.46M | 13.92M | 6.49M | 8.83M | 8.76M | 10.69M | 10.43M | 8.58M | 11.21M | 11.24M | 9.88M | 11.72M | 8.02M |
| Geode Capital Management | 12.13M | 12.54M | 12.21M | 11.94M | 11.64M | 11.27M | 10.79M | 10.52M | 10.26M | 9.82M | 9.52M | 9.34M | 9.15M | 8.85M | 8.65M | 8.34M | 8.14M | 7.80M | 6.76M | 6.61M |
| Morgan Stanley | 7.79M | 8.24M | 8.52M | 5.93M | 7.31M | 10.74M | 6.26M | 6.56M | 7.21M | 6.41M | 5.88M | 5.60M | 6.06M | 5.02M | 5.14M | 5.31M | 4.49M | 4.61M | 4.54M | 4.91M |
| Bank of America Corp | 5.03M | 2.57M | 1.59M | 6.12M | 1.79M | 1.82M | 748.73K | 1.47M | 1.32M | 2.10M | 1.06M | 562.37K | 722.64K | 1.75M | 683.37K | 1.02M | 900.25K | 1.25M | 1.27M | 2.07M |
| Citigroup Inc | 4.77M | 2.22M | 653.53K | 2.12M | 480.20K | 638.14K | 1.00M | 761.47K | 835.23K | 688.92K | 1.60M | 1.38M | 1.28M | 1.91M | 2.57M | 2.75M | 1.30M | 1.03M | 1.44M | 1.71M |
| Wells Fargo & Co | 4.43M | 2.02M | 616.77K | 556.92K | 532.39K | 407.27K | 556.83K | 425.70K | 494.52K | 586.81K | 732.47K | 1.13M | 1.43M | 1.35M | 1.22M | 1.25M | 1.57M | 1.79M | 1.61M | 1.48M |
| Northern Trust Corp | 4.20M | 4.29M | 4.25M | 4.26M | 4.24M | 4.27M | 4.16M | 3.46M | 3.43M | 3.38M | 3.50M | 3.43M | 3.33M | 3.50M | 3.57M | 3.53M | 3.35M | 3.27M | 3.08M | 3.10M |
| Charles Schwab Investment Management | 3.89M | 3.94M | 3.83M | 3.76M | 3.72M | 3.58M | 3.55M | 3.50M | 3.41M | 3.33M | 3.79M | 3.96M | 4.25M | 4.50M | 3.41M | 3.33M | 3.26M | 3.21M | 2.81M | 2.71M |
| Two Sigma Investments | 2.82M | 2.81M | 3.56M | 3.19M | 5.88M | 4.18M | 11.73M | 10.24M | 6.14M | 8.71M | 11.21M | 5.71M | 12.48M | 4.83M | 9.48M | 6.38M | 4.44M | 2.99M | 175.10K | 2.61M |
| Marshall Wace | 2.55M | 4.25M | 7.01M | 1.78M | 4.40M | 2.55M | — | — | — | 1.70M | 327.09K | 868.33K | 294.10K | 1.86M | 4.23M | 2.99M | 3.05M | 17.87K | 1.90M | 541.64K |
| BNY Mellon | 2.41M | 2.33M | 2.36M | 2.34M | 2.30M | 2.51M | 2.53M | 2.44M | 2.48M | 2.55M | 2.74M | 2.69M | 2.57M | 2.55M | 3.36M | 2.79M | 4.23M | 4.18M | 5.87M | 6.10M |
| Deutsche Bank AG | 2.23M | 1.92M | 1.72M | 1.40M | 1.82M | 2.11M | 1.88M | 1.33M | 902.38K | 778.08K | 718.47K | 879.29K | 609.44K | 649.94K | 565.36K | 547.98K | 718.70K | 1.07M | 962.17K | 1.57M |
| Amundi US | 2.05M | 2.14M | 964.77K | 1.38M | 1.52M | 1.14M | 774.04K | 555.64K | 456.28K | 740.80K | 663.45K | 554.04K | 430.01K | 264.92K | 167.20K | 187.23K | 85.81K | 106.07K | 121.26K | 330.91K |
| Capital World Investors | 1.33M | 1.29M | — | — | 1.10M | 1.10M | 1.10M | 1.10M | 1.10M | 1.10M | 1.10M | 1.10M | 1.10M | 1.10M | 1.10M | 1.10M | 1.10M | 1.10M | 1.10M | 1.10M |
| Point72 Asset Management | 1.29M | 157.30K | 1.69M | 3.08M | 1.28M | 2.17M | 268.70K | 208.00K | 133.50K | 133.50K | 133.50K | 302.80K | — | — | 70.00K | — | 161.91K | 462.70K | 66.00K | 80.40K |
▲ 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