NOAH — NOAH HLDGS LTD
Reported value held$141.55M
Funds holding (latest)38
SectorFinancials
Funds holding (Q2 2026)19
Institutional value$106.05M · 10.62M sh
New / Add / Cut / Exit3 / 6 / 9 / 1
Top-5 / Top-10 concentration96.5% / 99.2%
Institutional holdings change
Reducing -4.3%
(-480.41K sh)
Institutional value change
Down -3.5%
As of Q2 2026, 19 SEC-registered investment managers reported holding NOAH (NOAH HLDGS LTD) in their latest 13F filings, with a combined reported value of $106.05M across 10.62M shares. That is -4.3% by share count (-480.41K shares) versus the previous quarter, while reported value moved -3.5%. Ownership is concentrated: the five largest holders account for 96.5% of reported value and the top ten for 99.2%.
Compared with the prior quarter, 3 opened new positions, 6 added to existing stakes, 9 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
NOAH 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 — 19 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity International (FIL) history | 6.74M | $67.30M | 0.05% | Add |
| Franklin Resources history | 2.02M | $20.16M | 0.01% | Add |
| BlackRock Inc history | 1.21M | $12.04M | 0.00% | Reduce |
| UBS Group AG history | 180.39K | $1.80M | 0.00% | Reduce |
| Renaissance Technologies history | 104.25K | $1.04M | 0.00% | Add |
| Northern Trust Corp history | 73.50K | $734.22K | 0.00% | Add |
| Morgan Stanley history | 69.16K | $690.88K | 0.00% | Reduce |
| Bank of America Corp history | 63.41K | $633.47K | 0.00% | Reduce |
| Geode Capital Management history | 42.87K | $428.27K | 0.00% | Add |
| Marshall Wace history | 35.62K | $355.81K | 0.00% | New |
| Invesco Ltd history | 25.97K | $259.41K | 0.00% | Reduce |
| Two Sigma Investments history | 19.10K | $190.78K | 0.00% | New |
| Citadel Advisors history | 14.30K | $142.86K | 0.00% | Reduce |
| Goldman Sachs Group history | 12.62K | $126.04K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 9.53K | $95.87K | 0.00% | New |
| Legal & General Investment Management America history | 3.80K | $37.96K | 0.00% | Hold |
| Citigroup Inc history | 1.26K | $12.62K | 0.00% | Add |
| PNC Financial Services history | 76 | $758 | 0.00% | Reduce |
| Wells Fargo & Co history | 1 | $7 | 0.00% | Reduce |
Q1 2026 — 17 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity International (FIL) history | 6.70M | $66.28M | 0.05% | Add |
| Franklin Resources history | 1.97M | $19.48M | 0.01% | Reduce |
| BlackRock Inc history | 1.24M | $12.31M | 0.00% | Reduce |
| UBS Group AG history | 704.22K | $6.97M | 0.00% | Add |
| Morgan Stanley history | 96.02K | $950.56K | 0.00% | Reduce |
| Renaissance Technologies history | 95.50K | $945.45K | 0.00% | Add |
| Bank of America Corp history | 75.72K | $749.64K | 0.00% | Reduce |
| Northern Trust Corp history | 63.67K | $630.33K | 0.00% | Reduce |
| Geode Capital Management history | 40.23K | $398.30K | 0.00% | Hold |
| Citadel Advisors history | 30.66K | $303.54K | 0.00% | Reduce |
| Invesco Ltd history | 29.24K | $289.50K | 0.00% | Reduce |
| Goldman Sachs Group history | 17.34K | $171.62K | 0.00% | Reduce |
| Wells Fargo & Co history | 17.00K | $168.31K | 0.00% | Add |
| Millennium Management history | 16.88K | $167.11K | 0.00% | Reduce |
| Legal & General Investment Management America history | 3.80K | $37.68K | 0.00% | Hold |
| PNC Financial Services history | 140 | $1.39K | 0.00% | Add |
| Citigroup Inc history | 50 | $495 | 0.00% | Reduce |
Q4 2025 — 21 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity International (FIL) history | 6.38M | $64.03M | 0.05% | Add |
| Franklin Resources history | 2.00M | $20.08M | 0.01% | Hold |
| BlackRock Inc history | 1.36M | $13.67M | 0.00% | Add |
| Marshall Wace history | 226.47K | $2.27M | 0.00% | Add |
| UBS Group AG history | 200.97K | $2.02M | 0.00% | Add |
| Morgan Stanley history | 149.31K | $1.50M | 0.00% | Reduce |
| Bank of America Corp history | 112.44K | $1.13M | 0.00% | Add |
| Northern Trust Corp history | 84.50K | $848.39K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 80.79K | $811.11K | 0.00% | Add |
| Millennium Management history | 64.15K | $644.07K | 0.00% | Add |
| Citadel Advisors history | 59.95K | $601.92K | 0.00% | Reduce |
| Renaissance Technologies history | 41.10K | $412.64K | 0.00% | Reduce |
| Goldman Sachs Group history | 40.45K | $406.13K | 0.00% | Add |
| Geode Capital Management history | 40.23K | $403.93K | 0.00% | Add |
| Citigroup Inc history | 31.99K | $321.14K | 0.00% | Add |
| Invesco Ltd history | 30.92K | $310.43K | 0.00% | Reduce |
| Point72 Asset Management history | 28.96K | $290.78K | 0.00% | New |
| D. E. Shaw & Co history | 23.17K | $232.66K | 0.00% | Add |
| Legal & General Investment Management America history | 3.80K | $38.15K | 0.00% | Reduce |
| PNC Financial Services history | 32 | $320 | 0.00% | Reduce |
| Wells Fargo & Co history | 1 | $7 | 0.00% | Hold |
Q3 2025 — 22 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity International (FIL) history | 5.95M | $69.00M | 0.05% | Add |
| Franklin Resources history | 2.00M | $23.22M | 0.01% | Hold |
| BlackRock Inc history | 1.25M | $14.47M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 721.40K | $8.36M | 0.00% | Hold |
| Marshall Wace history | 222.16K | $2.57M | 0.00% | Add |
| UBS Group AG history | 176.46K | $2.05M | 0.00% | Add |
| Morgan Stanley history | 154.66K | $1.79M | 0.00% | Add |
| Citadel Advisors history | 92.82K | $1.08M | 0.00% | Add |
| Bank of America Corp history | 91.20K | $1.06M | 0.00% | Reduce |
| Northern Trust Corp history | 85.90K | $995.62K | 0.00% | Add |
| Arrowstreet Capital history | 70.12K | $812.70K | 0.00% | Reduce |
| Millennium Management history | 50.19K | $581.68K | 0.00% | New |
| Renaissance Technologies history | 46.80K | $542.41K | 0.00% | Reduce |
| Goldman Sachs Group history | 40.23K | $466.26K | 0.00% | Reduce |
| Invesco Ltd history | 32.02K | $371.11K | 0.00% | Add |
| Geode Capital Management history | 28.90K | $334.95K | 0.00% | Add |
| JPMorgan Chase & Co history | 26.49K | $307.02K | 0.00% | New |
| Citigroup Inc history | 23.70K | $274.64K | 0.00% | Reduce |
| D. E. Shaw & Co history | 17.98K | $208.42K | 0.00% | Add |
| Legal & General Investment Management America history | 4.50K | $52.19K | 0.00% | Hold |
| PNC Financial Services history | 147 | $1.70K | 0.00% | Add |
| Wells Fargo & Co history | 1 | $8 | 0.00% | Reduce |
Q2 2025 — 27 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity International (FIL) history | 4.92M | $58.75M | 0.05% | Add |
| Fidelity International (FIL) history | 4.92M | $58.75M | 0.05% | Add |
| Franklin Resources history | 2.00M | $23.93M | 0.01% | Hold |
| BlackRock Inc history | 1.20M | $14.33M | 0.00% | Add |
| BlackRock Inc history | 1.20M | $14.33M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 721.40K | $8.61M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 721.40K | $8.61M | 0.00% | Reduce |
| Morgan Stanley history | 147.01K | $1.76M | 0.00% | Add |
| Morgan Stanley history | 147.01K | $1.76M | 0.00% | Add |
| UBS Group AG history | 141.08K | $1.68M | 0.00% | Add |
| Bank of America Corp history | 99.92K | $1.19M | 0.00% | Add |
| Arrowstreet Capital history | 73.67K | $879.62K | 0.00% | Reduce |
| Northern Trust Corp history | 69.49K | $829.75K | 0.00% | Add |
| Renaissance Technologies history | 51.30K | $612.52K | 0.00% | Reduce |
| Renaissance Technologies history | 51.30K | $612.52K | 0.00% | Reduce |
| Citadel Advisors history | 46.67K | $557.30K | 0.00% | Add |
| Citadel Advisors history | 46.67K | $557.30K | 0.00% | Add |
| Goldman Sachs Group history | 45.45K | $542.67K | 0.00% | New |
| Goldman Sachs Group history | 45.45K | $542.67K | 0.00% | New |
| Invesco Ltd history | 29.69K | $354.50K | 0.00% | Reduce |
| Geode Capital Management history | 26.90K | $321.14K | 0.00% | Add |
| Citigroup Inc history | 26.13K | $311.97K | 0.00% | Add |
| Marshall Wace history | 25.62K | $305.94K | 0.00% | New |
| D. E. Shaw & Co history | 16.41K | $195.89K | 0.00% | Reduce |
| Legal & General Investment Management America history | 4.50K | $53.77K | 0.00% | Hold |
| Wells Fargo & Co history | 2.00K | $23.89K | 0.00% | Add |
| PNC Financial Services history | 20 | $239 | 0.00% | Hold |
Q1 2025 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity International (FIL) history | 4.26M | $40.22M | 0.04% | Hold |
| Fidelity International (FIL) history | 4.26M | $40.22M | 0.04% | Hold |
| Franklin Resources history | 2.00M | $18.94M | 0.01% | Add |
| BlackRock Inc history | 1.16M | $10.92M | 0.00% | Add |
| BlackRock Inc history | 1.16M | $10.92M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 779.20K | $7.36M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 779.20K | $7.36M | 0.00% | Add |
| Arrowstreet Capital history | 153.92K | $1.45M | 0.00% | Reduce |
| UBS Group AG history | 130.46K | $1.23M | 0.00% | Add |
| Morgan Stanley history | 107.29K | $1.01M | 0.00% | Add |
| Morgan Stanley history | 107.29K | $1.01M | 0.00% | Add |
| Bank of America Corp history | 97.76K | $923.79K | 0.00% | Add |
| Renaissance Technologies history | 76.50K | $722.92K | 0.00% | Add |
| Renaissance Technologies history | 76.50K | $722.92K | 0.00% | Add |
| Northern Trust Corp history | 68.63K | $648.55K | 0.00% | Reduce |
| D. E. Shaw & Co history | 49.16K | $464.51K | 0.00% | Add |
| Millennium Management history | 45.36K | $428.67K | 0.00% | Reduce |
| Invesco Ltd history | 30.88K | $291.82K | 0.00% | Add |
| Citadel Advisors history | 28.69K | $271.11K | 0.00% | Add |
| Citadel Advisors history | 28.69K | $271.11K | 0.00% | Add |
| Citigroup Inc history | 23.39K | $221.01K | 0.00% | Add |
| Geode Capital Management history | 22.82K | $215.61K | 0.00% | Add |
| JPMorgan Chase & Co history | 17.14K | $161.96K | 0.00% | Add |
| JPMorgan Chase & Co history | 17.14K | $161.96K | 0.00% | Add |
| Point72 Asset Management history | 15.21K | $143.72K | 0.00% | Reduce |
| Point72 Asset Management history | 15.21K | $143.72K | 0.00% | Reduce |
| Two Sigma Investments history | 11.63K | $109.89K | 0.00% | New |
| Two Sigma Investments history | 11.63K | $109.89K | 0.00% | New |
| Legal & General Investment Management America history | 4.50K | $42.55K | 0.00% | Hold |
| PNC Financial Services history | 20 | $189 | 0.00% | New |
| Wells Fargo & Co history | 1 | $7 | 0.00% | Hold |
New Positions (Q2 2026)
- Marshall Wace 35.62K sh · $355.81K
- Two Sigma Investments 19.10K sh · $190.78K
- JPMorgan Chase & Co 9.53K sh · $95.87K
Fully Exited (vs previous quarter)
- Millennium Management sold 16.88K sh · $167.11K
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity International (FIL) | 6.74M | 6.70M | 6.38M | 5.95M | 4.92M | 4.26M | 4.26M | 3.83M | 4.90M | 6.07M | 6.37M | 6.36M | 6.39M | 6.39M | 4.94M | 4.34M | 4.35M | 4.54M | 4.55M | 4.55M |
| Franklin Resources | 2.02M | 1.97M | 2.00M | 2.00M | 2.00M | 2.00M | 1.96M | 1.79M | 1.62M | 757.42K | 709.27K | 723.05K | 651.29K | 495.55K | 551.33K | 551.91K | 383.43K | 512.47K | 608.70K | 616.79K |
| BlackRock Inc | 1.21M | 1.24M | 1.36M | 1.25M | 1.20M | 1.16M | 1.15M | 1.11M | — | — | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | 180.39K | 704.22K | 200.97K | 176.46K | 141.08K | 130.46K | 77.64K | — | 5.80K | 1.06K | — | 56 | 100 | 300 | 21.30K | 1.30K | 5.60K | 59.71K | 61.54K | 57.30K |
| Renaissance Technologies | 104.25K | 95.50K | 41.10K | 46.80K | 51.30K | 76.50K | 61.88K | 125.61K | 104.40K | 148.50K | 57.30K | 81.80K | 57.00K | 56.80K | 59.80K | 60.50K | 69.90K | 10.40K | 29.30K | — |
| Northern Trust Corp | 73.50K | 63.67K | 84.50K | 85.90K | 69.49K | 68.63K | 90.26K | 68.82K | 65.43K | 51.66K | 30.70K | 35.34K | 35.98K | 14.64K | 14.82K | 13.86K | 22.67K | 75.84K | 75.86K | 79.11K |
| Morgan Stanley | 69.16K | 96.02K | 149.31K | 154.66K | 147.01K | 107.29K | 99.18K | 51.31K | 140.88K | 203.50K | 7.37K | 6.67K | 7.77K | 18.20K | 40.48K | 105.68K | 159.28K | 47.26K | 59.69K | 30.15K |
| Bank of America Corp | 63.41K | 75.72K | 112.44K | 91.20K | 99.92K | 97.76K | 83.90K | 7.19K | 1.74K | 29.01K | 11.89K | 3.25K | 3.43K | 8.71K | 34.13K | 57.07K | 41.25K | 94.11K | 82.69K | 54.13K |
| Geode Capital Management | 42.87K | 40.23K | 40.23K | 28.90K | 26.90K | 22.82K | 21.16K | 21.10K | 22.40K | 22.82K | 21.58K | 22.33K | 23.16K | 12.23K | 12.23K | 12.59K | 13.12K | 142.57K | 136.63K | 121.70K |
| Marshall Wace | 35.62K | — | 226.47K | 222.16K | 25.62K | — | — | — | 63.54K | 132.18K | 42.25K | 22.12K | — | — | — | 46.71K | 89.76K | — | — | 162.78K |
| Invesco Ltd | 25.97K | 29.24K | 30.92K | 32.02K | 29.69K | 30.88K | 28.83K | 29.07K | 29.04K | 30.86K | 28.28K | 31.45K | 30.02K | 36.97K | 42.62K | 46.94K | 48.20K | 45.50K | 29.61K | 27.18K |
| Two Sigma Investments | 19.10K | — | — | — | — | 11.63K | — | 33.09K | 24.09K | 106.85K | 66.32K | 59.53K | — | — | — | 24.38K | — | 41.03K | — | 9.92K |
| Citadel Advisors | 14.30K | 30.66K | 59.95K | 92.82K | 46.67K | 28.69K | 25.03K | 31.20K | 73.81K | 244.69K | 50.03K | 67.11K | 19.08K | — | 48.15K | 59.51K | 10.60K | 13.60K | 21.50K | 43.14K |
| Goldman Sachs Group | 12.62K | 17.34K | 40.45K | 40.23K | 45.45K | — | — | — | — | 32.05K | — | — | — | — | — | 21.01K | 70.19K | 131.98K | 114.01K | 82.26K |
| JPMorgan Chase & Co | 9.53K | — | 80.79K | 26.49K | — | 17.14K | 198 | 2.93K | 4.16K | 8.46K | 11.69K | 6.86K | 3.36K | 198 | 26.21K | 22.63K | 29.96K | 107.36K | 84.34K | 52.62K |
| Legal & General Investment Management America | 3.80K | 3.80K | 3.80K | 4.50K | 4.50K | 4.50K | 4.50K | 4.50K | 4.50K | 4.50K | 4.50K | 4.50K | 4.50K | 4.50K | 4.50K | 4.50K | 4.50K | 147.28K | 122.39K | 127.42K |
| Citigroup Inc | 1.26K | 50 | 31.99K | 23.70K | 26.13K | 23.39K | 14.74K | 7.49K | 9.86K | 50 | 50 | 50 | 50 | 2.80K | 2.36K | 5.34K | 5.28K | 12.02K | 14.30K | 13.60K |
| PNC Financial Services | 76 | 140 | 32 | 147 | 20 | 20 | — | — | — | — | — | — | — | — | — | — | 42 | 684 | 943 | 1.20K |
| Wells Fargo & Co | 1 | 17.00K | 1 | 1 | 2.00K | 1 | 1 | 1 | — | — | 82 | 292 | 1.84K | 1.84K | 492 | 621 | 621 | 749 | 9.92K | 11.94K |
| Point72 Asset Management | — | — | 28.96K | — | — | 15.21K | 46.50K | 45.87K | — | — | — | — | — | — | — | — | — | — | — | — |
▲ 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