NVS — NOVARTIS AG
Reported value held$7.04B
Funds holding (latest)47
SectorHealth Care
Funds holding (Q2 2026)37
Institutional value$6.52B · 41.60M sh
New / Add / Cut / Exit4 / 16 / 14 / 1
Top-5 / Top-10 concentration55.1% / 80.4%
Institutional holdings change
Reducing -18.0%
(-9.16M sh)
Institutional value change
Down -15.9%
As of Q2 2026, 37 SEC-registered investment managers reported holding NVS (NOVARTIS AG) in their latest 13F filings, with a combined reported value of $6.52B across 41.60M shares. That is -18.0% by share count (-9.16M shares) versus the previous quarter, while reported value moved -15.9%. Ownership is concentrated: the five largest holders account for 55.1% of reported value and the top ten for 80.4%.
Compared with the prior quarter, 4 opened new positions, 16 added to existing stakes, 14 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
NVS is classified in the Health Care 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 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 8.73M | $1.37B | 0.08% | Add |
| Bank of America Corp history | 4.91M | $769.49M | 0.05% | Reduce |
| Franklin Resources history | 3.25M | $509.54M | 0.12% | Reduce |
| BlackRock Inc history | 3.05M | $477.68M | 0.01% | Add |
| Goldman Sachs Group history | 2.98M | $467.05M | 0.04% | Reduce |
| Northern Trust Corp history | 2.79M | $437.68M | 0.05% | Hold |
| JPMorgan Chase & Co history | 2.26M | $356.85M | 0.04% | New |
| Fidelity Management & Research (FMR) history | 2.06M | $322.44M | 0.01% | Add |
| Wells Fargo & Co history | 1.83M | $286.61M | 0.05% | Reduce |
| Principal Global Investors history | 1.57M | $245.39M | 0.12% | Add |
| UBS Group AG history | 1.18M | $185.62M | 0.03% | Reduce |
| Citadel Advisors history | 1.03M | $162.10M | 0.02% | Add |
| Millennium Management history | 800.63K | $125.47M | 0.05% | Add |
| Renaissance Technologies history | 788.03K | $123.50M | 0.17% | Reduce |
| Dodge & Cox history | 759.37K | $119.01M | 0.06% | Reduce |
| Citigroup Inc history | 418.63K | $65.61M | 0.02% | Reduce |
| Charles Schwab Investment Management history | 384.39K | $60.24M | 0.01% | Add |
| Farallon Capital Management history | 363.00K | $56.89M | 0.26% | New |
| Marshall Wace history | 330.06K | $51.73M | 0.04% | Add |
| BNY Mellon history | 328.95K | $51.55M | 0.01% | Hold |
| Point72 Asset Management history | 318.56K | $49.92M | 0.06% | Reduce |
| MFS Investment Management history | 293.44K | $45.99M | 0.01% | Add |
| AQR Capital Management history | 281.21K | $44.07M | 0.01% | Add |
| PNC Financial Services history | 222.88K | $34.93M | 0.02% | Add |
| Foresight Global Investors history | 153.69K | $24.09M | 14.60% | Reduce |
| Invesco Ltd history | 147.05K | $23.05M | 0.00% | Add |
| Arrowstreet Capital history | 116.60K | $18.27M | 0.01% | Add |
| Deutsche Bank AG history | 54.34K | $8.52M | 0.00% | Add |
| D. E. Shaw & Co history | 50.70K | $7.95M | 0.00% | Reduce |
| Manulife Financial history | 37.23K | $5.83M | 0.01% | Hold |
| Maverick Capital history | 27.79K | $4.36M | 0.04% | Add |
| Two Sigma Investments history | 15.29K | $2.40M | 0.00% | Reduce |
| Balyasny Asset Management history | 13.00K | $2.04M | 0.00% | New |
| Wellington Management Group history | 11.04K | $1.73M | 0.00% | New |
| Lazard Asset Management history | 5.90K | $924.18K | 0.00% | Reduce |
| Causeway Capital Management history | 1.50K | $235.17K | 0.00% | Add |
| T. Rowe Price Associates history | 35.05K | $5.50K | 0.00% | Reduce |
Q1 2026 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 8.53M | $1.30B | 0.08% | Reduce |
| Dodge & Cox history | 6.97M | $1.06B | 0.58% | Reduce |
| Goldman Sachs Group history | 6.53M | $996.81M | 0.12% | Add |
| Bank of America Corp history | 4.96M | $758.07M | 0.06% | Add |
| Franklin Resources history | 3.41M | $520.87M | 0.13% | Reduce |
| BlackRock Inc history | 2.95M | $450.58M | 0.01% | Add |
| Northern Trust Corp history | 2.79M | $425.60M | 0.06% | Add |
| Janus Henderson Group history | 2.28M | $347.65M | 0.17% | Add |
| Wells Fargo & Co history | 1.90M | $289.56M | 0.06% | Add |
| UBS Group AG history | 1.79M | $273.90M | 0.04% | Add |
| Fidelity Management & Research (FMR) history | 1.69M | $258.60M | 0.01% | Add |
| Principal Global Investors history | 1.53M | $234.13M | 0.12% | Reduce |
| Renaissance Technologies history | 1.11M | $169.83M | 0.27% | Reduce |
| Citadel Advisors history | 825.30K | $126.06M | 0.02% | Add |
| Citigroup Inc history | 648.79K | $99.10M | 0.04% | Add |
| Charles Schwab Investment Management history | 345.41K | $52.76M | 0.01% | Add |
| Point72 Asset Management history | 336.04K | $51.33M | 0.07% | Add |
| BNY Mellon history | 327.82K | $50.07M | 0.01% | Add |
| Marshall Wace history | 322.06K | $49.19M | 0.05% | Reduce |
| MFS Investment Management history | 246.66K | $37.68M | 0.01% | Add |
| AQR Capital Management history | 233.87K | $35.72M | 0.02% | Add |
| PNC Financial Services history | 220.13K | $33.63M | 0.02% | Add |
| Millennium Management history | 175.80K | $26.85M | 0.01% | Add |
| Foresight Global Investors history | 172.05K | $26.28M | 17.06% | Hold |
| Invesco Ltd history | 113.34K | $17.31M | 0.00% | Reduce |
| Arrowstreet Capital history | 108.60K | $16.59M | 0.01% | Reduce |
| D. E. Shaw & Co history | 70.10K | $10.71M | 0.01% | Reduce |
| Deutsche Bank AG history | 52.24K | $7.98M | 0.00% | Reduce |
| Manulife Financial history | 37.20K | $5.68M | 0.01% | Reduce |
| Two Sigma Investments history | 29.53K | $4.51M | 0.00% | Reduce |
| Maverick Capital history | 15.25K | $2.33M | 0.03% | Add |
| Lazard Asset Management history | 6.70K | $1.02M | 0.00% | Reduce |
| Causeway Capital Management history | 1.49K | $227.17K | 0.00% | Reduce |
| T. Rowe Price Associates history | 42.53K | $6.50K | 0.00% | Add |
Q4 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Dodge & Cox history | 9.01M | $1.24B | 0.67% | Reduce |
| Morgan Stanley history | 8.88M | $1.22B | 0.07% | Add |
| Bank of America Corp history | 4.55M | $627.17M | 0.05% | Reduce |
| Franklin Resources history | 4.48M | $617.56M | 0.15% | Add |
| BlackRock Inc history | 2.81M | $387.15M | 0.01% | Add |
| Goldman Sachs Group history | 2.74M | $378.34M | 0.05% | Reduce |
| Northern Trust Corp history | 2.35M | $324.16M | 0.04% | Reduce |
| Janus Henderson Group history | 2.23M | $308.06M | 0.14% | Add |
| Wells Fargo & Co history | 1.84M | $253.96M | 0.05% | Add |
| Principal Global Investors history | 1.81M | $249.43M | 0.13% | Reduce |
| Fidelity Management & Research (FMR) history | 1.66M | $229.18M | 0.01% | Add |
| UBS Group AG history | 1.36M | $187.68M | 0.03% | Reduce |
| Renaissance Technologies history | 1.34M | $185.16M | 0.29% | Reduce |
| Arrowstreet Capital history | 787.98K | $108.64M | 0.06% | New |
| Marshall Wace history | 693.36K | $95.59M | 0.09% | Reduce |
| Citadel Advisors history | 632.60K | $87.22M | 0.01% | Add |
| JPMorgan Chase & Co history | 592.65K | $81.71M | 0.01% | Add |
| BNY Mellon history | 318.13K | $43.86M | 0.01% | Add |
| Charles Schwab Investment Management history | 290.48K | $40.05M | 0.01% | Add |
| PNC Financial Services history | 210.20K | $28.98M | 0.02% | Reduce |
| AQR Capital Management history | 186.60K | $25.73M | 0.01% | Add |
| Invesco Ltd history | 175.68K | $24.22M | 0.00% | Reduce |
| Foresight Global Investors history | 172.08K | $23.73M | 11.63% | Hold |
| MFS Investment Management history | 113.74K | $15.68M | 0.01% | Add |
| D. E. Shaw & Co history | 95.80K | $13.21M | 0.01% | Add |
| Citigroup Inc history | 71.33K | $9.83M | 0.00% | Reduce |
| Manulife Financial history | 61.42K | $8.47M | 0.01% | Reduce |
| Millennium Management history | 53.98K | $7.44M | 0.00% | Reduce |
| Deutsche Bank AG history | 52.77K | $7.28M | 0.00% | Hold |
| Point72 Asset Management history | 40.50K | $5.58M | 0.01% | Add |
| Two Sigma Investments history | 36.93K | $5.09M | 0.01% | Add |
| Wellington Management Group history | 15.83K | $2.18M | 0.00% | Reduce |
| Maverick Capital history | 11.07K | $1.53M | 0.02% | Add |
| Lazard Asset Management history | 7.17K | $987.98K | 0.00% | Add |
| Balyasny Asset Management history | 5.40K | $745.05K | 0.00% | Reduce |
| Causeway Capital Management history | 1.94K | $266.79K | 0.00% | Reduce |
| T. Rowe Price Associates history | 5.82K | $803 | 0.00% | Reduce |
Q3 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Dodge & Cox history | 10.59M | $1.36B | 0.73% | Reduce |
| Morgan Stanley history | 7.73M | $991.15M | 0.06% | Add |
| Bank of America Corp history | 4.61M | $590.66M | 0.04% | Add |
| Franklin Resources history | 4.06M | $520.57M | 0.13% | Reduce |
| Goldman Sachs Group history | 2.95M | $378.26M | 0.05% | Add |
| BlackRock Inc history | 2.53M | $324.47M | 0.01% | Add |
| Northern Trust Corp history | 2.37M | $304.11M | 0.04% | Add |
| Principal Global Investors history | 2.09M | $267.84M | 0.14% | Reduce |
| Janus Henderson Group history | 2.07M | $265.29M | 0.12% | Reduce |
| Renaissance Technologies history | 1.88M | $240.81M | 0.32% | Reduce |
| Wells Fargo & Co history | 1.83M | $234.66M | 0.04% | Reduce |
| UBS Group AG history | 1.60M | $205.46M | 0.03% | Add |
| Fidelity Management & Research (FMR) history | 1.60M | $205.15M | 0.01% | Add |
| Wellington Management Group history | 1.40M | $180.06M | 0.03% | Reduce |
| Marshall Wace history | 1.17M | $150.02M | 0.15% | Reduce |
| Balyasny Asset Management history | 863.63K | $110.75M | 0.14% | Reduce |
| Citadel Advisors history | 589.60K | $75.61M | 0.01% | Add |
| JPMorgan Chase & Co history | 537.54K | $68.93M | 0.01% | Add |
| BNY Mellon history | 312.37K | $40.06M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 260.83K | $33.45M | 0.01% | Add |
| Millennium Management history | 247.37K | $31.72M | 0.01% | Reduce |
| Citigroup Inc history | 231.29K | $29.66M | 0.01% | Add |
| PNC Financial Services history | 212.78K | $27.29M | 0.02% | Add |
| Invesco Ltd history | 179.04K | $22.96M | 0.00% | Reduce |
| Foresight Global Investors history | 171.68K | $22.02M | 13.07% | Add |
| AQR Capital Management history | 135.96K | $17.44M | 0.01% | Add |
| MFS Investment Management history | 99.39K | $12.75M | 0.00% | Add |
| Manulife Financial history | 89.84K | $11.52M | 0.01% | Reduce |
| Deutsche Bank AG history | 52.97K | $6.79M | 0.00% | Add |
| Point72 Asset Management history | 32.40K | $4.15M | 0.01% | Reduce |
| Two Sigma Investments history | 31.73K | $4.07M | 0.01% | Reduce |
| Maverick Capital history | 8.22K | $1.05M | 0.01% | New |
| Lazard Asset Management history | 4.73K | $606.19K | 0.00% | Hold |
| D. E. Shaw & Co history | 4.71K | $603.50K | 0.00% | Reduce |
| Causeway Capital Management history | 2.05K | $263.39K | 0.00% | Reduce |
| T. Rowe Price Associates history | 6.24K | $802 | 0.00% | Reduce |
Q2 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Dodge & Cox history | 10.65M | $1.29B | 0.72% | Reduce |
| Morgan Stanley history | 7.56M | $914.77M | 0.06% | Add |
| Bank of America Corp history | 4.53M | $547.87M | 0.04% | Reduce |
| Franklin Resources history | 4.24M | $513.01M | 0.14% | Reduce |
| Goldman Sachs Group history | 2.54M | $307.59M | 0.04% | Reduce |
| Wellington Management Group history | 2.50M | $302.81M | 0.06% | Reduce |
| BlackRock Inc history | 2.32M | $280.88M | 0.01% | Add |
| Renaissance Technologies history | 2.30M | $278.10M | 0.37% | Hold |
| Principal Global Investors history | 2.29M | $277.34M | 0.15% | Reduce |
| Northern Trust Corp history | 2.20M | $266.56M | 0.04% | Add |
| Janus Henderson Group history | 2.18M | $263.66M | 0.13% | Reduce |
| Wells Fargo & Co history | 1.86M | $225.47M | 0.05% | Reduce |
| Fidelity Management & Research (FMR) history | 1.54M | $186.47M | 0.01% | Add |
| Marshall Wace history | 1.43M | $173.26M | 0.20% | Hold |
| UBS Group AG history | 1.39M | $168.44M | 0.03% | Reduce |
| Millennium Management history | 1.01M | $122.24M | 0.06% | Add |
| Balyasny Asset Management history | 876.96K | $106.12M | 0.16% | Add |
| Point72 Asset Management history | 777.51K | $94.09M | 0.19% | Reduce |
| Citadel Advisors history | 495.20K | $59.92M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 455.32K | $55.10M | 0.01% | Reduce |
| Two Sigma Investments history | 334.50K | $40.48M | 0.08% | Add |
| BNY Mellon history | 316.36K | $38.28M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 222.63K | $26.94M | 0.01% | Add |
| Citigroup Inc history | 214.02K | $25.90M | 0.01% | Reduce |
| PNC Financial Services history | 208.82K | $25.27M | 0.02% | Reduce |
| Invesco Ltd history | 199.96K | $24.20M | 0.00% | Add |
| Foresight Global Investors history | 164.92K | $19.96M | 14.17% | Reduce |
| Manulife Financial history | 90.59K | $10.96M | 0.01% | Hold |
| MFS Investment Management history | 74.49K | $9.01M | 0.00% | Add |
| AQR Capital Management history | 73.51K | $8.90M | 0.01% | Add |
| Legal & General Investment Management America history | 65.16K | $7.88M | 0.00% | Add |
| Deutsche Bank AG history | 50.67K | $6.13M | 0.00% | Reduce |
| D. E. Shaw & Co history | 12.57K | $1.52M | 0.00% | Reduce |
| Causeway Capital Management history | 2.08K | $252.20K | 0.00% | Reduce |
| T. Rowe Price Associates history | 6.54K | $792 | 0.00% | Reduce |
| Lazard Asset Management history | 4.73K | $572 | 0.00% | Hold |
Q1 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Dodge & Cox history | 11.82M | $1.32B | 0.75% | Reduce |
| Morgan Stanley history | 7.06M | $786.59M | 0.06% | Add |
| Franklin Resources history | 4.95M | $552.20M | 0.16% | Add |
| Bank of America Corp history | 4.71M | $525.55M | 0.04% | Add |
| Goldman Sachs Group history | 3.66M | $408.07M | 0.07% | Add |
| Wellington Management Group history | 2.99M | $333.47M | 0.07% | Reduce |
| Principal Global Investors history | 2.39M | $266.77M | 0.15% | Reduce |
| Renaissance Technologies history | 2.29M | $254.98M | 0.39% | Reduce |
| Janus Henderson Group history | 2.24M | $251.70M | 0.14% | Reduce |
| Northern Trust Corp history | 2.18M | $243.06M | 0.04% | Add |
| BlackRock Inc history | 2.17M | $241.68M | 0.01% | Add |
| Wells Fargo & Co history | 1.90M | $211.36M | 0.05% | Hold |
| UBS Group AG history | 1.79M | $199.07M | 0.04% | Add |
| Fidelity Management & Research (FMR) history | 1.47M | $163.54M | 0.01% | Add |
| Citadel Advisors history | 1.45M | $161.13M | 0.03% | Add |
| Marshall Wace history | 1.43M | $159.73M | 0.20% | Add |
| Point72 Asset Management history | 1.21M | $135.35M | 0.32% | Add |
| Arrowstreet Capital history | 916.89K | $102.22M | 0.08% | Add |
| Balyasny Asset Management history | 573.40K | $63.92M | 0.11% | Add |
| Millennium Management history | 561.38K | $62.58M | 0.04% | Add |
| JPMorgan Chase & Co history | 543.34K | $60.57M | 0.01% | Add |
| BNY Mellon history | 542.30K | $60.46M | 0.01% | Reduce |
| Citigroup Inc history | 237.36K | $26.46M | 0.01% | Add |
| PNC Financial Services history | 220.18K | $24.55M | 0.01% | Add |
| Invesco Ltd history | 192.55K | $21.47M | 0.00% | Reduce |
| Foresight Global Investors history | 187.82K | $20.94M | 14.72% | Reduce |
| Charles Schwab Investment Management history | 185.60K | $20.69M | 0.00% | Add |
| Manulife Financial history | 90.58K | $10.10M | 0.01% | Hold |
| Two Sigma Investments history | 80.11K | $8.93M | 0.02% | Add |
| D. E. Shaw & Co history | 53.45K | $5.96M | 0.01% | Reduce |
| Legal & General Investment Management America history | 51.08K | $5.69M | 0.00% | Add |
| Deutsche Bank AG history | 51.04K | $5.69M | 0.00% | Add |
| MFS Investment Management history | 39.95K | $4.45M | 0.00% | Add |
| AQR Capital Management history | 22.57K | $2.52M | 0.00% | Add |
| Causeway Capital Management history | 4.24K | $472.24K | 0.01% | Reduce |
| T. Rowe Price Associates history | 52.65K | $5.87K | 0.00% | Reduce |
| Lazard Asset Management history | 4.73K | $526 | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 2.26M sh · $356.85M
- Farallon Capital Management 363.00K sh · $56.89M
- Balyasny Asset Management 13.00K sh · $2.04M
- Wellington Management Group 11.04K sh · $1.73M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 2.28M sh · $347.65M
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 8.73M | 8.53M | 8.88M | 7.73M | 7.56M | 7.06M | 6.87M | 6.98M | 7.42M | 7.26M | 7.09M | 6.98M | 7.27M | 6.61M | 6.49M | 6.11M | 6.40M | 3.26M | 3.48M | 3.22M |
| Bank of America Corp | 4.91M | 4.96M | 4.55M | 4.61M | 4.53M | 4.71M | 4.55M | 4.96M | 4.85M | 4.89M | 5.15M | 5.20M | 4.99M | 7.60M | 6.37M | 7.22M | 7.42M | 7.87M | 7.79M | 9.21M |
| Franklin Resources | 3.25M | 3.41M | 4.48M | 4.06M | 4.24M | 4.95M | 4.36M | 4.38M | 5.34M | 5.70M | 5.91M | 6.21M | 6.18M | 6.98M | 6.70M | 7.20M | 7.49M | 7.23M | 9.14M | 6.78M |
| BlackRock Inc | 3.05M | 2.95M | 2.81M | 2.53M | 2.32M | 2.17M | 1.96M | 1.95M | — | — | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 2.98M | 6.53M | 2.74M | 2.95M | 2.54M | 3.66M | 2.28M | 3.49M | 3.08M | 3.06M | 3.54M | 2.77M | 2.90M | 4.65M | 1.88M | 2.69M | 2.64M | 2.78M | 2.19M | 2.10M |
| Northern Trust Corp | 2.79M | 2.79M | 2.35M | 2.37M | 2.20M | 2.18M | 2.13M | 1.73M | 2.06M | 2.15M | 2.14M | 2.17M | 2.23M | 2.54M | 2.53M | 2.63M | 2.77M | 2.84M | 3.11M | 3.25M |
| JPMorgan Chase & Co | 2.26M | — | 592.65K | 537.54K | 455.32K | 543.34K | 423.14K | 312.08K | 317.81K | 404.83K | 350.46K | 359.90K | 387.04K | 411.07K | 435.73K | 546.75K | 663.00K | 218.59K | 268.37K | 306.54K |
| Fidelity Management & Research (FMR) | 2.06M | 1.69M | 1.66M | 1.60M | 1.54M | 1.47M | 1.32M | 1.35M | 1.28M | 1.21M | 1.20M | 1.22M | 1.19M | 1.11M | 1.28M | 1.44M | 1.41M | 1.34M | 1.18M | 1.11M |
| Wells Fargo & Co | 1.83M | 1.90M | 1.84M | 1.83M | 1.86M | 1.90M | 1.90M | 1.98M | 2.09M | 2.01M | 2.00M | 2.01M | 2.06M | 2.16M | 2.15M | 2.32M | 2.63M | 3.09M | 400 | 5.32M |
| Principal Global Investors | 1.57M | 1.53M | 1.81M | 2.09M | 2.29M | 2.39M | 2.43M | 2.47M | 2.48M | 2.52M | 2.51M | 2.54M | 2.49M | 2.73M | 2.47M | 2.46M | 2.27M | 2.29M | 2.28M | 2.07M |
| UBS Group AG | 1.18M | 1.79M | 1.36M | 1.60M | 1.39M | 1.79M | 1.70M | 1.40M | 1.46M | 1.55M | 1.66M | 1.87M | 1.86M | 1.89M | 2.09M | 2.34M | 2.61M | 3.18M | 4.26M | 4.51M |
| Citadel Advisors | 1.03M | 825.30K | 632.60K | 589.60K | 495.20K | 1.45M | 1.20M | 685.68K | 650.06K | 1.13M | 1.36M | 801.00K | 1.29M | 1.38M | 2.55M | 2.02M | 1.52M | 1.17M | 1.77M | 1.06M |
| Millennium Management | 800.63K | 175.80K | 53.98K | 247.37K | 1.01M | 561.38K | 409.19K | 74.69K | 274.36K | 569.54K | 614.60K | 146.55K | 840.75K | 1.46M | 588.13K | 32.07K | 405.65K | 314.32K | 842.67K | 1.04M |
| Renaissance Technologies | 788.03K | 1.11M | 1.34M | 1.88M | 2.30M | 2.29M | 2.67M | 2.30M | 2.50M | 2.94M | 2.84M | 2.64M | 2.35M | 3.05M | 3.42M | 3.18M | 3.78M | 3.38M | 3.73M | 3.31M |
| Dodge & Cox | 759.37K | 6.97M | 9.01M | 10.59M | 10.65M | 11.82M | 12.21M | 12.22M | 12.24M | 12.35M | 13.17M | 16.26M | 16.41M | 20.31M | 20.75M | 21.05M | 22.55M | 27.84M | 28.25M | 29.27M |
| Citigroup Inc | 418.63K | 648.79K | 71.33K | 231.29K | 214.02K | 237.36K | 216.34K | 294.18K | 251.54K | 916.16K | 240.13K | 184.70K | 292.38K | 295.55K | 176.55K | 168.13K | 166.71K | 166.47K | 153.72K | 195.74K |
| Charles Schwab Investment Management | 384.39K | 345.41K | 290.48K | 260.83K | 222.63K | 185.60K | 165.44K | 157.26K | 138.27K | 120.60K | 146.41K | 4.38M | 4.41M | 4.46M | 4.57M | 4.53M | 4.44M | 4.40M | 4.21M | 4.12M |
| Farallon Capital Management | 363.00K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Marshall Wace | 330.06K | 322.06K | 693.36K | 1.17M | 1.43M | 1.43M | 88.67K | — | — | 131.25K | 432.32K | 1.06M | 1.04M | 1.33M | 814.29K | 872.74K | 917.70K | 678.66K | 155.77K | — |
| BNY Mellon | 328.95K | 327.82K | 318.13K | 312.37K | 316.36K | 542.30K | 711.25K | 760.63K | 1.90M | 654.35K | 624.86K | 621.32K | 625.15K | 625.25K | 690.22K | 666.44K | 764.68K | 775.79K | 740.42K | 689.06K |
▲ 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