NOVT — NOVANTA INC
Reported value held$2.68B
Funds holding (latest)45
SectorMiscellaneous
Funds holding (Q2 2026)36
Institutional value$2.11B · 15.23M sh
New / Add / Cut / Exit4 / 20 / 10 / 1
Top-5 / Top-10 concentration60.3% / 77.9%
Institutional holdings change
Accumulating +19.3%
(+2.46M sh)
Institutional value change
Up +62.5%
As of Q2 2026, 36 SEC-registered investment managers reported holding NOVT (NOVANTA INC) in their latest 13F filings, with a combined reported value of $2.11B across 15.23M shares. That is +19.3% by share count (+2.46M shares) versus the previous quarter, while reported value moved +62.5%. Ownership is concentrated: the five largest holders account for 60.3% of reported value and the top ten for 77.9%.
Compared with the prior quarter, 4 opened new positions, 20 added to existing stakes, 10 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
NOVT is classified in the Miscellaneous 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 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.80M | $778.43M | 0.01% | Add |
| Geode Capital Management history | 987.73K | $160.28M | 0.01% | Add |
| Baron Funds history | 850.49K | $137.98M | 0.33% | Reduce |
| JPMorgan Chase & Co history | 688.71K | $108.90M | 0.01% | New |
| Northern Trust Corp history | 528.83K | $85.80M | 0.01% | Add |
| Morgan Stanley history | 470.78K | $76.38M | 0.00% | Add |
| Bank of America Corp history | 466.40K | $75.67M | 0.01% | Add |
| Wellington Management Group history | 460.90K | $74.78M | 0.01% | Add |
| Charles Schwab Investment Management history | 448.81K | $72.81M | 0.01% | Add |
| Norges Bank Investment Management history | 441.39K | $71.61M | 0.01% | Add |
| Invesco Ltd history | 409.63K | $66.46M | 0.01% | Add |
| Goldman Sachs Group history | 375.91K | $60.99M | 0.02% | Reduce |
| BNY Mellon history | 344.71K | $55.93M | 0.01% | Add |
| Legal & General Investment Management America history | 263.74K | $42.79M | 0.01% | Add |
| Principal Global Investors history | 223.51K | $36.26M | 0.02% | Add |
| Franklin Resources history | 219.10K | $35.55M | 0.01% | New |
| Balyasny Asset Management history | 191.70K | $31.10M | 0.04% | Add |
| Marshall Wace history | 157.82K | $25.60M | 0.02% | Reduce |
| Point72 Asset Management history | 150.66K | $24.44M | 0.10% | Add |
| AQR Capital Management history | 95.25K | $15.23M | 0.01% | Reduce |
| Deutsche Bank AG history | 92.41K | $14.99M | 0.01% | Add |
| Bridgewater Associates history | 90.12K | $14.62M | 0.06% | New |
| Wells Fargo & Co history | 59.30K | $9.62M | 0.00% | Add |
| Citigroup Inc history | 33.45K | $5.43M | 0.00% | Reduce |
| UBS Group AG history | 31.00K | $5.03M | 0.00% | Reduce |
| Manulife Financial history | 23.97K | $3.89M | 0.00% | Reduce |
| Two Sigma Investments history | 19.00K | $3.08M | 0.00% | Add |
| Amundi US history | 18.90K | $3.07M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 14.62K | $2.37M | 0.00% | Hold |
| Citadel Advisors history | 13.60K | $2.21M | 0.00% | Reduce |
| Polen Capital Management history | 13.37K | $2.17M | 0.02% | New |
| D. E. Shaw & Co history | 7.63K | $1.24M | 0.00% | Reduce |
| PNC Financial Services history | 6.77K | $1.10M | 0.00% | Add |
| Prudential Financial history | 6.49K | $1.05M | 0.00% | Add |
| CPP Investments history | 2.40K | $389.38K | 0.00% | Hold |
| T. Rowe Price Associates history | 2.22M | $360.57K | 0.04% | Add |
Q1 2026 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.65M | $549.79M | 0.01% | Add |
| Geode Capital Management history | 936.97K | $110.69M | 0.01% | Add |
| Baron Funds history | 915.08K | $108.08M | 0.33% | Reduce |
| Northern Trust Corp history | 502.11K | $59.30M | 0.01% | Hold |
| Bank of America Corp history | 456.24K | $53.89M | 0.00% | Add |
| Charles Schwab Investment Management history | 445.60K | $52.63M | 0.01% | Add |
| Goldman Sachs Group history | 441.41K | $52.14M | 0.01% | Reduce |
| Morgan Stanley history | 438.62K | $51.81M | 0.00% | Add |
| Wellington Management Group history | 417.24K | $49.28M | 0.01% | Add |
| BNY Mellon history | 302.61K | $35.74M | 0.01% | Add |
| Janus Henderson Group history | 265.65K | $31.38M | 0.02% | Reduce |
| Legal & General Investment Management America history | 209.22K | $24.71M | 0.01% | Add |
| Marshall Wace history | 183.71K | $21.70M | 0.02% | Add |
| Principal Global Investors history | 176.22K | $20.81M | 0.01% | Add |
| AQR Capital Management history | 118.20K | $13.66M | 0.01% | Reduce |
| Point72 Asset Management history | 108.11K | $12.77M | 0.02% | Reduce |
| Invesco Ltd history | 71.99K | $8.50M | 0.00% | Add |
| UBS Group AG history | 52.98K | $6.26M | 0.00% | Add |
| Citadel Advisors history | 46.59K | $5.50M | 0.00% | Reduce |
| Citigroup Inc history | 37.07K | $4.38M | 0.00% | Hold |
| Deutsche Bank AG history | 34.98K | $4.13M | 0.00% | Add |
| Balyasny Asset Management history | 34.25K | $4.04M | 0.01% | Reduce |
| Wells Fargo & Co history | 32.15K | $3.80M | 0.00% | Reduce |
| Manulife Financial history | 26.27K | $3.10M | 0.00% | Reduce |
| Amundi US history | 23.19K | $2.74M | 0.00% | Add |
| D. E. Shaw & Co history | 15.09K | $1.78M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 14.63K | $1.73M | 0.00% | Add |
| Two Sigma Investments history | 11.62K | $1.37M | 0.00% | Hold |
| Prudential Financial history | 6.15K | $726.26K | 0.00% | Add |
| PNC Financial Services history | 3.83K | $452.48K | 0.00% | Add |
| CPP Investments history | 2.40K | $283.46K | 0.00% | Reduce |
| T. Rowe Price Associates history | 1.78M | $210.76K | 0.02% | Add |
Q4 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.58M | $545.06M | 0.01% | Add |
| Vanguard Group history | 4.34M | $516.50M | 0.01% | Reduce |
| Baron Funds history | 936.96K | $111.49M | 0.30% | Add |
| Geode Capital Management history | 904.82K | $107.68M | 0.01% | Hold |
| JPMorgan Chase & Co history | 781.56K | $93.00M | 0.01% | Add |
| Northern Trust Corp history | 500.79K | $59.59M | 0.01% | Add |
| Goldman Sachs Group history | 483.53K | $57.54M | 0.01% | Add |
| Charles Schwab Investment Management history | 441.77K | $52.57M | 0.01% | Hold |
| Norges Bank Investment Management history | 426.24K | $50.72M | 0.01% | Add |
| Morgan Stanley history | 416.64K | $49.58M | 0.00% | Reduce |
| Bank of America Corp history | 385.51K | $45.87M | 0.00% | Add |
| Wellington Management Group history | 357.95K | $42.59M | 0.01% | Add |
| Point72 Asset Management history | 305.67K | $36.37M | 0.04% | New |
| Janus Henderson Group history | 297.20K | $35.36M | 0.02% | Add |
| BNY Mellon history | 226.87K | $27.00M | 0.01% | Reduce |
| Legal & General Investment Management America history | 207.05K | $24.64M | 0.01% | Add |
| AQR Capital Management history | 170.69K | $20.31M | 0.01% | Add |
| D. E. Shaw & Co history | 101.84K | $12.12M | 0.01% | Reduce |
| Millennium Management history | 90.44K | $10.76M | 0.01% | Add |
| Principal Global Investors history | 78.09K | $9.29M | 0.01% | Reduce |
| Invesco Ltd history | 68.09K | $8.10M | 0.00% | Add |
| Citadel Advisors history | 58.38K | $6.95M | 0.00% | Reduce |
| Wells Fargo & Co history | 55.65K | $6.62M | 0.00% | Reduce |
| Balyasny Asset Management history | 40.19K | $4.78M | 0.01% | Add |
| Citigroup Inc history | 37.05K | $4.41M | 0.00% | Add |
| Deutsche Bank AG history | 31.84K | $3.79M | 0.00% | Add |
| Manulife Financial history | 28.77K | $3.42M | 0.00% | Reduce |
| Amundi US history | 19.67K | $2.34M | 0.00% | Add |
| UBS Group AG history | 17.09K | $2.03M | 0.00% | Reduce |
| Two Sigma Investments history | 11.62K | $1.38M | 0.00% | New |
| Marshall Wace history | 7.38K | $877.91K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 6.91K | $822.73K | 0.00% | Reduce |
| Lazard Asset Management history | 3.87K | $460.37K | 0.00% | Add |
| PNC Financial Services history | 3.12K | $371.25K | 0.00% | Add |
| CPP Investments history | 2.90K | $345.07K | 0.00% | New |
| Prudential Financial history | 2.70K | $321.75K | 0.00% | Reduce |
| T. Rowe Price Associates history | 608.43K | $72.40K | 0.01% | Reduce |
Q3 2025 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.51M | $451.97M | 0.01% | Hold |
| Vanguard Group history | 4.38M | $438.55M | 0.01% | Add |
| Geode Capital Management history | 905.35K | $90.68M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 753.11K | $75.42M | 0.01% | Add |
| Morgan Stanley history | 638.74K | $63.97M | 0.00% | Reduce |
| Baron Funds history | 627.09K | $62.80M | 0.17% | Add |
| Northern Trust Corp history | 477.77K | $47.85M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 442.31K | $44.30M | 0.01% | Reduce |
| Goldman Sachs Group history | 340.02K | $34.05M | 0.00% | Add |
| Bank of America Corp history | 288.77K | $28.92M | 0.00% | Add |
| D. E. Shaw & Co history | 275.37K | $27.58M | 0.02% | Add |
| BNY Mellon history | 235.00K | $23.53M | 0.00% | Reduce |
| UBS Group AG history | 213.87K | $21.42M | 0.00% | Add |
| Legal & General Investment Management America history | 192.08K | $19.24M | 0.00% | Add |
| Janus Henderson Group history | 187.49K | $18.78M | 0.01% | Reduce |
| Wellington Management Group history | 103.09K | $10.32M | 0.00% | Reduce |
| Citadel Advisors history | 100.44K | $10.06M | 0.00% | Add |
| Renaissance Technologies history | 95.60K | $9.57M | 0.01% | Add |
| Principal Global Investors history | 81.34K | $8.15M | 0.00% | Reduce |
| Wells Fargo & Co history | 69.34K | $6.94M | 0.00% | Hold |
| Invesco Ltd history | 62.49K | $6.26M | 0.00% | Add |
| Millennium Management history | 52.60K | $5.27M | 0.00% | Reduce |
| Manulife Financial history | 30.82K | $3.09M | 0.00% | Reduce |
| Deutsche Bank AG history | 29.84K | $2.99M | 0.00% | Add |
| Amundi US history | 18.29K | $1.91M | 0.00% | Add |
| Balyasny Asset Management history | 15.40K | $1.54M | 0.00% | Reduce |
| Citigroup Inc history | 13.19K | $1.32M | 0.00% | Reduce |
| AQR Capital Management history | 11.80K | $1.18M | 0.00% | Reduce |
| Arrowstreet Capital history | 7.28K | $728.79K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 6.95K | $696.38K | 0.00% | Reduce |
| Prudential Financial history | 5.42K | $543.11K | 0.00% | Reduce |
| Lazard Asset Management history | 3.44K | $344.32K | 0.00% | Hold |
| PNC Financial Services history | 2.78K | $278.72K | 0.00% | Reduce |
| T. Rowe Price Associates history | 972.43K | $97.39K | 0.01% | Reduce |
Q2 2025 — 43 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.53M | $584.02M | 0.01% | Hold |
| BlackRock Inc history | 4.53M | $584.02M | 0.01% | Hold |
| Vanguard Group history | 4.19M | $539.64M | 0.01% | Add |
| Geode Capital Management history | 919.67K | $118.58M | 0.01% | Add |
| JPMorgan Chase & Co history | 722.44K | $93.14M | 0.01% | Add |
| JPMorgan Chase & Co history | 722.44K | $93.14M | 0.01% | Add |
| Morgan Stanley history | 714.49K | $92.12M | 0.01% | Add |
| Morgan Stanley history | 714.49K | $92.12M | 0.01% | Add |
| Northern Trust Corp history | 482.19K | $62.17M | 0.01% | Add |
| Charles Schwab Investment Management history | 451.19K | $58.17M | 0.01% | Add |
| Wellington Management Group history | 362.51K | $46.74M | 0.01% | Reduce |
| Goldman Sachs Group history | 328.65K | $42.37M | 0.01% | Reduce |
| Goldman Sachs Group history | 328.65K | $42.37M | 0.01% | Reduce |
| Baron Funds history | 311.12K | $40.11M | 0.11% | Add |
| BNY Mellon history | 288.08K | $37.14M | 0.01% | Add |
| Bank of America Corp history | 280.17K | $36.12M | 0.00% | Add |
| Norges Bank Investment Management history | 232.54K | $29.98M | 0.00% | Reduce |
| Norges Bank Investment Management history | 232.54K | $29.98M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 193.84K | $24.99M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 193.84K | $24.99M | 0.00% | Add |
| Janus Henderson Group history | 192.10K | $24.77M | 0.01% | Reduce |
| Legal & General Investment Management America history | 171.31K | $22.09M | 0.01% | Add |
| D. E. Shaw & Co history | 157.37K | $20.29M | 0.01% | Reduce |
| Principal Global Investors history | 82.62K | $10.65M | 0.01% | Reduce |
| Wells Fargo & Co history | 69.21K | $8.92M | 0.00% | Add |
| Millennium Management history | 67.19K | $8.66M | 0.00% | Reduce |
| Invesco Ltd history | 56.34K | $7.26M | 0.00% | Reduce |
| Renaissance Technologies history | 46.40K | $5.98M | 0.01% | Add |
| Renaissance Technologies history | 46.40K | $5.98M | 0.01% | Add |
| Manulife Financial history | 32.74K | $4.22M | 0.00% | Hold |
| Citadel Advisors history | 31.04K | $4.00M | 0.00% | Reduce |
| Citadel Advisors history | 31.04K | $4.00M | 0.00% | Reduce |
| Deutsche Bank AG history | 26.14K | $3.37M | 0.00% | Reduce |
| Deutsche Bank AG history | 26.14K | $3.37M | 0.00% | Reduce |
| Balyasny Asset Management history | 23.63K | $3.05M | 0.01% | Reduce |
| Citigroup Inc history | 23.14K | $2.98M | 0.00% | Reduce |
| AQR Capital Management history | 23.08K | $2.98M | 0.00% | Add |
| UBS Group AG history | 20.39K | $2.63M | 0.00% | Reduce |
| Amundi US history | 18.04K | $2.40M | 0.00% | Add |
| Prudential Financial history | 8.25K | $1.28M | 0.00% | Add |
| PNC Financial Services history | 3.75K | $483.10K | 0.00% | Add |
| T. Rowe Price Associates history | 1.87M | $241.19K | 0.03% | Add |
| Lazard Asset Management history | 3.44K | $443 | 0.00% | New |
Q1 2025 — 41 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.53M | $579.05M | 0.01% | Reduce |
| BlackRock Inc history | 4.53M | $579.05M | 0.01% | Reduce |
| Vanguard Group history | 4.09M | $523.33M | 0.01% | Reduce |
| Geode Capital Management history | 906.88K | $115.99M | 0.01% | Add |
| JPMorgan Chase & Co history | 714.14K | $91.32M | 0.01% | Add |
| JPMorgan Chase & Co history | 714.14K | $91.32M | 0.01% | Add |
| Wellington Management Group history | 485.20K | $62.04M | 0.01% | Add |
| Morgan Stanley history | 468.26K | $59.88M | 0.00% | Add |
| Morgan Stanley history | 468.26K | $59.88M | 0.00% | Add |
| Northern Trust Corp history | 467.39K | $59.77M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 438.12K | $56.02M | 0.01% | Hold |
| Goldman Sachs Group history | 419.04K | $53.58M | 0.01% | Add |
| Goldman Sachs Group history | 419.04K | $53.58M | 0.01% | Add |
| BNY Mellon history | 262.40K | $33.55M | 0.01% | Reduce |
| Millennium Management history | 247.85K | $31.69M | 0.02% | Add |
| Janus Henderson Group history | 194.00K | $25.04M | 0.01% | Add |
| Bank of America Corp history | 194.94K | $24.93M | 0.00% | Add |
| D. E. Shaw & Co history | 167.98K | $21.48M | 0.02% | Add |
| Legal & General Investment Management America history | 155.53K | $19.89M | 0.01% | Add |
| Baron Funds history | 102.93K | $13.16M | 0.04% | Hold |
| Principal Global Investors history | 91.58K | $11.71M | 0.01% | Add |
| Marshall Wace history | 62.38K | $7.98M | 0.01% | New |
| Wells Fargo & Co history | 60.51K | $7.74M | 0.00% | Reduce |
| Invesco Ltd history | 60.40K | $7.72M | 0.00% | Add |
| Citadel Advisors history | 37.85K | $4.84M | 0.00% | Add |
| Citadel Advisors history | 37.85K | $4.84M | 0.00% | Add |
| Citigroup Inc history | 35.73K | $4.57M | 0.00% | Reduce |
| Balyasny Asset Management history | 33.71K | $4.31M | 0.01% | Add |
| Manulife Financial history | 32.80K | $4.19M | 0.00% | Reduce |
| Deutsche Bank AG history | 30.91K | $3.95M | 0.00% | Reduce |
| Deutsche Bank AG history | 30.91K | $3.95M | 0.00% | Reduce |
| UBS Group AG history | 27.68K | $3.54M | 0.00% | Reduce |
| Amundi US history | 17.70K | $2.05M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 13.88K | $1.77M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 13.88K | $1.77M | 0.00% | Add |
| Prudential Financial history | 3.56K | $579.84K | 0.00% | Add |
| AQR Capital Management history | 4.23K | $537.42K | 0.00% | Add |
| Renaissance Technologies history | 3.00K | $383.61K | 0.00% | New |
| Renaissance Technologies history | 3.00K | $383.61K | 0.00% | New |
| PNC Financial Services history | 2.93K | $374.92K | 0.00% | Reduce |
| T. Rowe Price Associates history | 1.83M | $234.24K | 0.03% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 688.71K sh · $108.90M
- Franklin Resources 219.10K sh · $35.55M
- Bridgewater Associates 90.12K sh · $14.62M
- Polen Capital Management 13.37K sh · $2.17M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 265.65K sh · $31.38M
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 | 4.80M | 4.65M | 4.58M | 4.51M | 4.53M | 4.53M | 4.58M | 4.50M | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 987.73K | 936.97K | 904.82K | 905.35K | 919.67K | 906.88K | 873.42K | 875.22K | 893.71K | 853.05K | 822.52K | 764.03K | 736.05K | 697.68K | 667.86K | 645.88K | 628.15K | 629.98K | 611.37K | 610.43K |
| Baron Funds | 850.49K | 915.08K | 936.96K | 627.09K | 311.12K | 102.93K | 102.93K | 106.45K | 106.45K | 106.45K | 106.45K | 80.96K | 80.96K | 77.94K | 77.94K | 96.84K | 96.84K | 10.43K | 10.43K | 10.43K |
| JPMorgan Chase & Co | 688.71K | — | 781.56K | 753.11K | 722.44K | 714.14K | 657.14K | 650.61K | 1.10K | 1.10K | 821.99K | 832.20K | 739.96K | 659.50K | 774.46K | 843.29K | 914.90K | 917.23K | 917.02K | 938.49K |
| Northern Trust Corp | 528.83K | 502.11K | 500.79K | 477.77K | 482.19K | 467.39K | 487.69K | 427.70K | 432.19K | 423.92K | 460.34K | 467.05K | 474.56K | 470.50K | 465.68K | 465.17K | 362.03K | 368.61K | 383.11K | 389.12K |
| Morgan Stanley | 470.78K | 438.62K | 416.64K | 638.74K | 714.49K | 468.26K | 335.34K | 323.24K | 253.65K | 255.25K | 288.25K | 185.02K | 200.12K | 177.66K | 174.58K | 92.23K | 85.34K | 16.11K | 31.22K | 46.64K |
| Bank of America Corp | 466.40K | 456.24K | 385.51K | 288.77K | 280.17K | 194.94K | 145.53K | 158.46K | 144.73K | 140.13K | 116.06K | 133.45K | 150.50K | 163.79K | 151.25K | 152.36K | 181.87K | 199.04K | 182.04K | 155.37K |
| Wellington Management Group | 460.90K | 417.24K | 357.95K | 103.09K | 362.51K | 485.20K | 475.95K | 493.48K | 503.02K | 515.81K | 552.71K | 624.86K | 612.72K | 596.47K | 591.80K | 351.70K | 268.15K | 281.60K | 212.75K | 210.55K |
| Charles Schwab Investment Management | 448.81K | 445.60K | 441.77K | 442.31K | 451.19K | 438.12K | 440.19K | 439.39K | 435.12K | 426.79K | 420.76K | 412.42K | 307.89K | 307.70K | 307.05K | 300.64K | 291.67K | 292.31K | 282.93K | 272.54K |
| Norges Bank Investment Management | 441.39K | — | 426.24K | — | 232.54K | — | 317.09K | — | 317.81K | — | 369.25K | — | — | — | 343.85K | — | — | — | — | — |
| Invesco Ltd | 409.63K | 71.99K | 68.09K | 62.49K | 56.34K | 60.40K | 58.04K | 516.66K | 581.29K | 672.92K | 582.25K | 665.90K | 595.53K | 563.50K | 538.23K | 480.51K | 474.55K | 404.26K | 377.10K | 372.57K |
| Goldman Sachs Group | 375.91K | 441.41K | 483.53K | 340.02K | 328.65K | 419.04K | 412.50K | 366.12K | 307.02K | 319.51K | 346.08K | 366.92K | 403.91K | 390.96K | 359.46K | 348.30K | 460.24K | 516.32K | 482.87K | 466.21K |
| BNY Mellon | 344.71K | 302.61K | 226.87K | 235.00K | 288.08K | 262.40K | 277.68K | 280.92K | 351.31K | 323.70K | 335.56K | 338.17K | 346.78K | 348.37K | 355.26K | 361.35K | 156.67K | 159.80K | 165.59K | 170.67K |
| Legal & General Investment Management America | 263.74K | 209.22K | 207.05K | 192.08K | 171.31K | 155.53K | 146.78K | 144.45K | 160.31K | 155.28K | 172.76K | 160.32K | 167.58K | 168.00K | 147.63K | 158.10K | 153.32K | 163.71K | 162.39K | 163.48K |
| Principal Global Investors | 223.51K | 176.22K | 78.09K | 81.34K | 82.62K | 91.58K | 90.78K | 90.56K | 130.31K | 143.85K | 139.23K | 137.30K | 138.68K | 141.60K | 140.84K | 140.16K | 5.51K | 6.41K | 6.00K | 7.41K |
| Franklin Resources | 219.10K | — | — | — | — | — | 157.82K | 214.89K | 132.95K | 100.19K | 1.69K | 1.64K | 1.14K | — | — | — | — | — | — | — |
| Balyasny Asset Management | 191.70K | 34.25K | 40.19K | 15.40K | 23.63K | 33.71K | 4.80K | — | 14.10K | 13.24K | 23.54K | 72.95K | 11.36K | 16.30K | 18.89K | 23.66K | 13.81K | 11.46K | 7.61K | 4.64K |
| Marshall Wace | 157.82K | 183.71K | 7.38K | — | — | 62.38K | — | — | — | — | 14.73K | — | — | — | — | — | — | — | — | — |
| Point72 Asset Management | 150.66K | 108.11K | 305.67K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| AQR Capital Management | 95.25K | 118.20K | 170.69K | 11.80K | 23.08K | 4.23K | 2.37K | 2.79K | 2.54K | 2.65K | 2.31K | 5.46K | 4.39K | 3.27K | 2.96K | 3.15K | 3.16K | 3.80K | 3.92K | 4.94K |
▲ 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