NTB — BANK OF N T BUTTERFIELD & SO
Reported value held$718.57M
Funds holding (latest)41
SectorFinancials
Funds holding (Q2 2026)33
Institutional value$608.73M · 10.27M sh
New / Add / Cut / Exit2 / 15 / 15 / 0
Top-5 / Top-10 concentration67.6% / 84.1%
Institutional holdings change
Accumulating +4.8%
(+472.96K sh)
Institutional value change
Up +18.8%
As of Q2 2026, 33 SEC-registered investment managers reported holding NTB (BANK OF N T BUTTERFIELD & SO) in their latest 13F filings, with a combined reported value of $608.73M across 10.27M shares. That is +4.8% by share count (+472.96K shares) versus the previous quarter, while reported value moved +18.8%. Ownership is concentrated: the five largest holders account for 67.6% of reported value and the top ten for 84.1%.
Compared with the prior quarter, 2 opened new positions, 15 added to existing stakes, 15 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
NTB 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 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 2.56M | $152.48M | 0.01% | Reduce |
| BlackRock Inc history | 2.39M | $142.02M | 0.00% | Add |
| Invesco Ltd history | 879.73K | $52.34M | 0.00% | Add |
| Geode Capital Management history | 550.95K | $32.78M | 0.00% | Add |
| JPMorgan Chase & Co history | 539.44K | $32.11M | 0.00% | New |
| Royce & Associates history | 434.06K | $25.83M | 0.21% | Hold |
| AQR Capital Management history | 411.14K | $24.46M | 0.01% | Add |
| Northern Trust Corp history | 316.04K | $18.80M | 0.00% | Add |
| Morgan Stanley history | 310.11K | $18.45M | 0.00% | Reduce |
| Two Sigma Investments history | 214.03K | $12.74M | 0.01% | Reduce |
| Wellington Management Group history | 199.12K | $11.85M | 0.00% | New |
| Goldman Sachs Group history | 197.44K | $11.75M | 0.00% | Reduce |
| UBS Group AG history | 137.81K | $8.20M | 0.00% | Reduce |
| Millennium Management history | 121.40K | $7.22M | 0.00% | Reduce |
| Bank of America Corp history | 118.49K | $7.05M | 0.00% | Reduce |
| Renaissance Technologies history | 115.50K | $6.87M | 0.01% | Add |
| BNY Mellon history | 110.50K | $6.41M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 97.18K | $5.78M | 0.00% | Add |
| Lazard Asset Management history | 97.09K | $5.78M | 0.01% | Reduce |
| Citadel Advisors history | 91.53K | $5.45M | 0.00% | Add |
| Point72 Asset Management history | 53.61K | $3.19M | 0.00% | Reduce |
| Wells Fargo & Co history | 47.08K | $2.80M | 0.00% | Add |
| Deutsche Bank AG history | 41.96K | $2.50M | 0.00% | Add |
| Principal Global Investors history | 39.60K | $2.36M | 0.00% | Add |
| D. E. Shaw & Co history | 34.38K | $2.05M | 0.00% | Reduce |
| Prudential Financial history | 33.27K | $1.98M | 0.00% | Reduce |
| Marshall Wace history | 26.12K | $1.55M | 0.00% | Add |
| Citigroup Inc history | 25.23K | $1.46M | 0.00% | Add |
| Franklin Resources history | 24.57K | $1.46M | 0.00% | Reduce |
| Manulife Financial history | 10.49K | $624.33K | 0.00% | Reduce |
| Legal & General Investment Management America history | 6.27K | $372.95K | 0.00% | Reduce |
| PNC Financial Services history | 196 | $11.66K | 0.00% | Add |
| T. Rowe Price Associates history | 33.24K | $1.98K | 0.00% | Add |
Q1 2026 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 2.60M | $136.66M | 0.01% | Reduce |
| BlackRock Inc history | 2.30M | $120.85M | 0.00% | Reduce |
| Invesco Ltd history | 760.52K | $39.91M | 0.01% | Reduce |
| Geode Capital Management history | 515.94K | $27.08M | 0.00% | Add |
| Royce & Associates history | 433.38K | $22.74M | 0.22% | Add |
| AQR Capital Management history | 399.80K | $20.98M | 0.01% | Add |
| Morgan Stanley history | 367.20K | $19.27M | 0.00% | Reduce |
| Goldman Sachs Group history | 343.65K | $18.03M | 0.00% | Add |
| Northern Trust Corp history | 307.46K | $16.14M | 0.00% | Add |
| UBS Group AG history | 246.51K | $12.94M | 0.00% | Add |
| Two Sigma Investments history | 238.31K | $12.51M | 0.01% | Add |
| Millennium Management history | 205.78K | $10.80M | 0.01% | Reduce |
| Lazard Asset Management history | 167.05K | $8.77M | 0.01% | Add |
| Bank of America Corp history | 159.46K | $8.37M | 0.00% | Add |
| BNY Mellon history | 117.94K | $6.01M | 0.00% | Reduce |
| Point72 Asset Management history | 100.67K | $5.28M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 91.20K | $4.79M | 0.00% | Reduce |
| Franklin Resources history | 81.50K | $4.28M | 0.00% | Add |
| Prudential Financial history | 55.99K | $2.94M | 0.00% | Add |
| D. E. Shaw & Co history | 40.62K | $2.13M | 0.00% | Reduce |
| Renaissance Technologies history | 38.00K | $1.99M | 0.00% | Add |
| Deutsche Bank AG history | 37.90K | $1.99M | 0.00% | Add |
| Citadel Advisors history | 37.36K | $1.96M | 0.00% | Reduce |
| Principal Global Investors history | 36.89K | $1.94M | 0.00% | Add |
| Wells Fargo & Co history | 28.50K | $1.50M | 0.00% | Reduce |
| Marshall Wace history | 21.16K | $1.11M | 0.00% | Add |
| Manulife Financial history | 11.16K | $585.47K | 0.00% | Reduce |
| Legal & General Investment Management America history | 7.11K | $373.13K | 0.00% | Add |
| Citigroup Inc history | 5.88K | $276.36K | 0.00% | Add |
| PNC Financial Services history | 186 | $9.76K | 0.00% | Hold |
| T. Rowe Price Associates history | 30.18K | $1.58K | 0.00% | Add |
Q4 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 2.69M | $134.13M | 0.01% | Hold |
| BlackRock Inc history | 2.35M | $117.19M | 0.00% | Add |
| Invesco Ltd history | 1.03M | $51.14M | 0.01% | Add |
| Vanguard Group history | 817.96K | $40.75M | 0.00% | Add |
| JPMorgan Chase & Co history | 704.25K | $35.09M | 0.01% | Add |
| Geode Capital Management history | 504.21K | $25.12M | 0.00% | Reduce |
| Royce & Associates history | 430.94K | $21.47M | 0.22% | Hold |
| Morgan Stanley history | 420.25K | $20.94M | 0.00% | Add |
| AQR Capital Management history | 373.42K | $18.60M | 0.01% | Add |
| Millennium Management history | 356.05K | $17.74M | 0.01% | Reduce |
| Goldman Sachs Group history | 299.08K | $14.90M | 0.00% | Add |
| Northern Trust Corp history | 292.90K | $14.59M | 0.00% | Reduce |
| UBS Group AG history | 196.77K | $9.80M | 0.00% | Add |
| Two Sigma Investments history | 187.98K | $9.37M | 0.01% | Add |
| Citadel Advisors history | 151.19K | $7.53M | 0.00% | New |
| Bank of America Corp history | 145.45K | $7.25M | 0.00% | Add |
| Point72 Asset Management history | 141.65K | $7.06M | 0.01% | Add |
| BNY Mellon history | 128.65K | $6.43M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 103.84K | $5.17M | 0.00% | Hold |
| Lazard Asset Management history | 72.45K | $3.61M | 0.01% | Add |
| Franklin Resources history | 71.95K | $3.58M | 0.00% | Reduce |
| D. E. Shaw & Co history | 58.73K | $2.93M | 0.00% | Add |
| Wells Fargo & Co history | 53.85K | $2.68M | 0.00% | Add |
| Principal Global Investors history | 34.71K | $1.73M | 0.00% | Add |
| Deutsche Bank AG history | 33.78K | $1.68M | 0.00% | Reduce |
| Prudential Financial history | 28.93K | $1.44M | 0.00% | Add |
| Marshall Wace history | 16.94K | $843.90K | 0.00% | New |
| Renaissance Technologies history | 13.43K | $669.28K | 0.00% | New |
| Manulife Financial history | 12.41K | $618.17K | 0.00% | Reduce |
| Legal & General Investment Management America history | 7.00K | $348.84K | 0.00% | Reduce |
| Citigroup Inc history | 5.06K | $253.10K | 0.00% | Reduce |
| PNC Financial Services history | 186 | $9.27K | 0.00% | Reduce |
| T. Rowe Price Associates history | 24.16K | $1.20K | 0.00% | Add |
Q3 2025 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 2.69M | $115.58M | 0.01% | Hold |
| BlackRock Inc history | 2.29M | $98.16M | 0.00% | Reduce |
| Invesco Ltd history | 965.75K | $41.45M | 0.01% | Add |
| Vanguard Group history | 812.51K | $34.87M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 693.29K | $29.76M | 0.00% | Reduce |
| Geode Capital Management history | 508.88K | $21.84M | 0.00% | Reduce |
| Royce & Associates history | 430.94K | $18.50M | 0.18% | Hold |
| Millennium Management history | 395.73K | $16.98M | 0.01% | Add |
| Northern Trust Corp history | 327.70K | $14.06M | 0.00% | Reduce |
| Morgan Stanley history | 314.63K | $13.50M | 0.00% | Hold |
| AQR Capital Management history | 293.56K | $12.60M | 0.01% | Add |
| Goldman Sachs Group history | 208.84K | $8.96M | 0.00% | Add |
| Two Sigma Investments history | 132.47K | $5.69M | 0.01% | Add |
| BNY Mellon history | 131.46K | $5.64M | 0.00% | Reduce |
| Bank of America Corp history | 127.23K | $5.46M | 0.00% | Add |
| Charles Schwab Investment Management history | 103.88K | $4.46M | 0.00% | Reduce |
| Deutsche Bank AG history | 88.94K | $3.82M | 0.00% | Add |
| Franklin Resources history | 74.54K | $3.20M | 0.00% | Add |
| Lazard Asset Management history | 69.86K | $3.00M | 0.00% | Add |
| D. E. Shaw & Co history | 54.17K | $2.33M | 0.00% | Add |
| Citigroup Inc history | 48.95K | $2.02M | 0.00% | Reduce |
| UBS Group AG history | 40.99K | $1.76M | 0.00% | Reduce |
| Wells Fargo & Co history | 39.17K | $1.68M | 0.00% | Add |
| Principal Global Investors history | 24.60K | $1.06M | 0.00% | Reduce |
| Point72 Asset Management history | 20.70K | $888.44K | 0.00% | Add |
| Manulife Financial history | 13.84K | $593.88K | 0.00% | Reduce |
| Legal & General Investment Management America history | 7.06K | $303.06K | 0.00% | Reduce |
| Prudential Financial history | 5.45K | $233.91K | 0.00% | Reduce |
| PNC Financial Services history | 1.08K | $46.18K | 0.00% | Add |
| T. Rowe Price Associates history | 22.24K | $955 | 0.00% | Add |
Q2 2025 — 43 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 2.70M | $119.53M | 0.01% | Hold |
| Fidelity Management & Research (FMR) history | 2.70M | $119.53M | 0.01% | Hold |
| BlackRock Inc history | 2.41M | $106.90M | 0.00% | Reduce |
| BlackRock Inc history | 2.41M | $106.90M | 0.00% | Reduce |
| Invesco Ltd history | 917.38K | $40.62M | 0.01% | Add |
| Vanguard Group history | 852.99K | $37.77M | 0.00% | Hold |
| JPMorgan Chase & Co history | 756.98K | $33.52M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 756.98K | $33.52M | 0.01% | Reduce |
| Geode Capital Management history | 538.82K | $23.86M | 0.00% | Reduce |
| Royce & Associates history | 430.50K | $19.06M | 0.20% | Reduce |
| Northern Trust Corp history | 343.18K | $15.20M | 0.00% | Reduce |
| Morgan Stanley history | 314.59K | $13.93M | 0.00% | Add |
| Morgan Stanley history | 314.59K | $13.93M | 0.00% | Add |
| AQR Capital Management history | 208.71K | $9.24M | 0.01% | Add |
| UBS Group AG history | 207.87K | $9.20M | 0.00% | Reduce |
| Goldman Sachs Group history | 204.67K | $9.06M | 0.00% | Reduce |
| Goldman Sachs Group history | 204.67K | $9.06M | 0.00% | Reduce |
| Millennium Management history | 180.33K | $7.99M | 0.00% | Reduce |
| BNY Mellon history | 132.60K | $5.83M | 0.00% | Add |
| Bank of America Corp history | 122.94K | $5.44M | 0.00% | Add |
| Charles Schwab Investment Management history | 109.61K | $4.85M | 0.00% | Add |
| Franklin Resources history | 65.62K | $2.91M | 0.00% | Add |
| Citigroup Inc history | 65.14K | $2.87M | 0.00% | Reduce |
| Norges Bank Investment Management history | 64.67K | $2.86M | 0.00% | Reduce |
| Norges Bank Investment Management history | 64.67K | $2.86M | 0.00% | Reduce |
| Deutsche Bank AG history | 54.27K | $2.40M | 0.00% | Reduce |
| Deutsche Bank AG history | 54.27K | $2.40M | 0.00% | Reduce |
| D. E. Shaw & Co history | 44.21K | $1.96M | 0.00% | Reduce |
| Citadel Advisors history | 43.97K | $1.95M | 0.00% | Reduce |
| Citadel Advisors history | 43.97K | $1.95M | 0.00% | Reduce |
| Wells Fargo & Co history | 35.35K | $1.57M | 0.00% | Add |
| Principal Global Investors history | 28.46K | $1.26M | 0.00% | Reduce |
| Two Sigma Investments history | 27.36K | $1.21M | 0.00% | Reduce |
| Two Sigma Investments history | 27.36K | $1.21M | 0.00% | Reduce |
| Manulife Financial history | 15.26K | $675.71K | 0.00% | Hold |
| Balyasny Asset Management history | 12.87K | $570.06K | 0.00% | Reduce |
| Legal & General Investment Management America history | 7.55K | $334.54K | 0.00% | Reduce |
| Prudential Financial history | 5.95K | $243.16K | 0.00% | New |
| Point72 Asset Management history | 4.80K | $212.54K | 0.00% | Add |
| Point72 Asset Management history | 4.80K | $212.54K | 0.00% | Add |
| Lazard Asset Management history | 64.74K | $2.87K | 0.00% | Add |
| PNC Financial Services history | 31 | $1.37K | 0.00% | Hold |
| T. Rowe Price Associates history | 22.07K | $978 | 0.00% | Add |
Q1 2025 — 41 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 2.70M | $105.17M | 0.01% | Hold |
| Fidelity Management & Research (FMR) history | 2.70M | $105.17M | 0.01% | Hold |
| BlackRock Inc history | 2.55M | $99.22M | 0.00% | Reduce |
| BlackRock Inc history | 2.55M | $99.22M | 0.00% | Reduce |
| Invesco Ltd history | 883.73K | $34.39M | 0.01% | Add |
| Vanguard Group history | 851.27K | $33.13M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 787.25K | $30.64M | 0.01% | Hold |
| JPMorgan Chase & Co history | 787.25K | $30.64M | 0.01% | Hold |
| Geode Capital Management history | 544.12K | $21.18M | 0.00% | Add |
| Royce & Associates history | 438.00K | $17.05M | 0.18% | Hold |
| Northern Trust Corp history | 384.83K | $14.98M | 0.00% | Hold |
| Morgan Stanley history | 286.42K | $11.15M | 0.00% | Reduce |
| Morgan Stanley history | 286.42K | $11.15M | 0.00% | Reduce |
| Goldman Sachs Group history | 284.05K | $11.06M | 0.00% | Reduce |
| Goldman Sachs Group history | 284.05K | $11.06M | 0.00% | Reduce |
| UBS Group AG history | 240.77K | $9.37M | 0.00% | Reduce |
| Millennium Management history | 190.06K | $7.40M | 0.00% | Reduce |
| AQR Capital Management history | 155.20K | $6.04M | 0.01% | Add |
| BNY Mellon history | 130.41K | $4.92M | 0.00% | Add |
| Charles Schwab Investment Management history | 107.64K | $4.19M | 0.00% | Reduce |
| Bank of America Corp history | 101.11K | $3.94M | 0.00% | Reduce |
| Two Sigma Investments history | 99.65K | $3.88M | 0.01% | Add |
| Two Sigma Investments history | 99.65K | $3.88M | 0.01% | Add |
| Citigroup Inc history | 91.87K | $3.40M | 0.00% | Add |
| Citadel Advisors history | 86.42K | $3.36M | 0.00% | Reduce |
| Citadel Advisors history | 86.42K | $3.36M | 0.00% | Reduce |
| D. E. Shaw & Co history | 77.89K | $3.03M | 0.00% | Add |
| Deutsche Bank AG history | 58.64K | $2.28M | 0.00% | Reduce |
| Deutsche Bank AG history | 58.64K | $2.28M | 0.00% | Reduce |
| Balyasny Asset Management history | 49.71K | $1.93M | 0.00% | Add |
| Franklin Resources history | 37.56K | $1.46M | 0.00% | Reduce |
| Principal Global Investors history | 34.35K | $1.34M | 0.00% | Add |
| Wells Fargo & Co history | 34.05K | $1.33M | 0.00% | Add |
| CDPQ (Caisse de Depot) history | 28.70K | $1.12M | 0.00% | New |
| Manulife Financial history | 15.19K | $591.12K | 0.00% | Reduce |
| Legal & General Investment Management America history | 7.78K | $302.92K | 0.00% | Add |
| Point72 Asset Management history | 3.60K | $140.11K | 0.00% | Reduce |
| Point72 Asset Management history | 3.60K | $140.11K | 0.00% | Reduce |
| Lazard Asset Management history | 62.99K | $2.45K | 0.00% | Add |
| PNC Financial Services history | 31 | $1.21K | 0.00% | Reduce |
| T. Rowe Price Associates history | 19.28K | $751 | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 539.44K sh · $32.11M
- Wellington Management Group 199.12K sh · $11.85M
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
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 Management & Research (FMR) | 2.56M | 2.60M | 2.69M | 2.69M | 2.70M | 2.70M | 2.70M | 2.71M | 2.71M | 2.71M | 2.72M | 2.72M | 2.72M | 2.72M | 2.72M | 2.72M | 2.73M | 2.74M | 2.75M | 1.60M |
| BlackRock Inc | 2.39M | 2.30M | 2.35M | 2.29M | 2.41M | 2.55M | 2.60M | 2.77M | — | — | — | — | — | — | — | — | — | — | — | — |
| Invesco Ltd | 879.73K | 760.52K | 1.03M | 965.75K | 917.38K | 883.73K | 868.89K | 841.27K | 799.52K | 781.67K | 695.18K | 808.82K | 805.93K | 695.41K | 692.95K | 747.44K | 774.61K | 811.32K | 927.64K | 876.90K |
| Geode Capital Management | 550.95K | 515.94K | 504.21K | 508.88K | 538.82K | 544.12K | 532.42K | 563.46K | 566.12K | 556.88K | 539.78K | 528.38K | 498.29K | 473.63K | 448.53K | 432.67K | 415.37K | 416.21K | 396.44K | 392.46K |
| JPMorgan Chase & Co | 539.44K | — | 704.25K | 693.29K | 756.98K | 787.25K | 784.26K | 1.12M | 1.08M | 1.06M | 976.88K | 758.36K | 820.31K | 669.48K | 466.36K | 234.73K | 252.01K | 228.95K | 253.12K | 288.03K |
| Royce & Associates | 434.06K | 433.38K | 430.94K | 430.94K | 430.50K | 438.00K | 438.00K | 459.87K | 465.68K | 480.75K | 480.75K | 492.88K | 794.49K | 1.06M | 926.70K | 900.37K | 969.31K | 860.06K | 1.01M | 1.01M |
| AQR Capital Management | 411.14K | 399.80K | 373.42K | 293.56K | 208.71K | 155.20K | 98.64K | 90.10K | 24.53K | — | — | — | — | — | — | — | — | — | — | 23.66K |
| Northern Trust Corp | 316.04K | 307.46K | 292.90K | 327.70K | 343.18K | 384.83K | 383.01K | 313.94K | 298.60K | 316.98K | 321.80K | 318.57K | 372.55K | 392.62K | 404.65K | 405.71K | 411.36K | 417.45K | 433.17K | 442.03K |
| Morgan Stanley | 310.11K | 367.20K | 420.25K | 314.63K | 314.59K | 286.42K | 354.49K | 405.84K | 326.82K | 237.97K | 264.24K | 247.26K | 269.64K | 333.58K | 285.48K | 298.76K | 321.90K | 50.03K | 52.78K | 19.12K |
| Two Sigma Investments | 214.03K | 238.31K | 187.98K | 132.47K | 27.36K | 99.65K | 69.98K | 57.63K | 30.86K | 22.12K | 19.38K | 104.61K | 110.47K | 49.95K | — | — | — | 10.16K | — | 62.59K |
| Wellington Management Group | 199.12K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 226.36K | — | — | — | — |
| Goldman Sachs Group | 197.44K | 343.65K | 299.08K | 208.84K | 204.67K | 284.05K | 305.17K | 252.68K | 192.23K | 169.96K | 147.72K | 820.41K | 1.03M | 418.21K | 134.29K | 97.52K | 109.19K | 148.69K | 138.67K | 163.79K |
| UBS Group AG | 137.81K | 246.51K | 196.77K | 40.99K | 207.87K | 240.77K | 280.70K | 25.28K | 17.47K | 53.22K | 54.70K | 22.71K | 31.28K | 19.38K | 16.55K | 1.42K | 2.59K | 11.76K | 19.79K | 273 |
| Millennium Management | 121.40K | 205.78K | 356.05K | 395.73K | 180.33K | 190.06K | 326.75K | 176.94K | 101.22K | 300.96K | 314.39K | 165.19K | 292.10K | 912.75K | 308.01K | 240.68K | 300.22K | 18.90K | — | 35.98K |
| Bank of America Corp | 118.49K | 159.46K | 145.45K | 127.23K | 122.94K | 101.11K | 122.22K | 126.65K | 113.95K | 105.72K | 109.96K | 92.64K | 79.84K | 89.09K | 60.52K | 97.06K | 95.95K | 106.69K | 121.72K | 86.07K |
| Renaissance Technologies | 115.50K | 38.00K | 13.43K | — | — | — | — | — | — | — | — | — | — | — | — | — | 53.69K | 25.66K | — | — |
| BNY Mellon | 110.50K | 117.94K | 128.65K | 131.46K | 132.60K | 130.41K | 128.16K | 135.55K | 173.04K | 168.16K | 182.96K | 196.64K | 199.84K | 196.68K | 202.20K | 160.25K | 147.32K | 167.45K | 169.69K | 165.68K |
| Charles Schwab Investment Management | 97.18K | 91.20K | 103.84K | 103.88K | 109.61K | 107.64K | 178.36K | 253.19K | 321.33K | 383.39K | 360.90K | 343.85K | 321.36K | 303.97K | 286.81K | 275.22K | 267.83K | 240.91K | 230.88K | 223.86K |
| Lazard Asset Management | 97.09K | 167.05K | 72.45K | 69.86K | 64.74K | 62.99K | 1.98K | — | 1.39K | 1.39K | — | 944 | 944 | 944 | 4.20K | 2.79K | 3.63K | 612 | 612 | 612 |
| Citadel Advisors | 91.53K | 37.36K | 151.19K | — | 43.97K | 86.42K | 113.57K | 105.52K | 85.09K | 35.78K | 86.62K | 188.00K | 389.93K | 517.97K | 167.76K | 146.18K | 99.13K | 101.13K | — | 26.21K |
▲ 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