NWE — NORTHWESTERN ENERGY GROUP IN
Reported value held$2.30B
Funds holding (latest)44
SectorUtilities
Funds holding (Q2 2026)36
Institutional value$1.85B · 25.90M sh
New / Add / Cut / Exit2 / 15 / 17 / 2
Top-5 / Top-10 concentration57.3% / 75.0%
Institutional holdings change
Accumulating +2.5%
(+628.04K sh)
Institutional value change
Up +11.3%
As of Q2 2026, 36 SEC-registered investment managers reported holding NWE (NORTHWESTERN ENERGY GROUP IN) in their latest 13F filings, with a combined reported value of $1.85B across 25.90M shares. That is +2.5% by share count (+628.04K shares) versus the previous quarter, while reported value moved +11.3%. Ownership is concentrated: the five largest holders account for 57.3% of reported value and the top ten for 75.0%.
Compared with the prior quarter, 2 opened new positions, 15 added to existing stakes, 17 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
NWE is classified in the Utilities 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 | 9.07M | $649.65M | 0.01% | Add |
| Geode Capital Management history | 1.79M | $128.15M | 0.01% | Add |
| Franklin Resources history | 1.58M | $113.27M | 0.03% | Reduce |
| Balyasny Asset Management history | 1.29M | $92.10M | 0.12% | Add |
| Millennium Management history | 1.06M | $76.21M | 0.03% | Reduce |
| Goldman Sachs Group history | 1.05M | $75.30M | 0.01% | Reduce |
| Citigroup Inc history | 1.02M | $73.32M | 0.03% | Add |
| Fidelity Management & Research (FMR) history | 861.13K | $61.67M | 0.00% | Add |
| Northern Trust Corp history | 824.54K | $59.05M | 0.01% | Add |
| Morgan Stanley history | 821.73K | $58.85M | 0.00% | Add |
| Charles Schwab Investment Management history | 786.29K | $56.31M | 0.01% | Reduce |
| Norges Bank Investment Management history | 780.56K | $55.90M | 0.01% | Hold |
| Bank of America Corp history | 758.50K | $54.32M | 0.00% | Reduce |
| BNY Mellon history | 743.94K | $53.28M | 0.01% | Reduce |
| UBS Group AG history | 739.68K | $52.98M | 0.01% | Reduce |
| MFS Investment Management history | 513.74K | $36.79M | 0.01% | Reduce |
| Invesco Ltd history | 323.84K | $23.19M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 305.08K | $22.33M | 0.00% | Add |
| Legal & General Investment Management America history | 248.41K | $17.79M | 0.00% | Reduce |
| Principal Global Investors history | 237.67K | $17.02M | 0.01% | Add |
| AQR Capital Management history | 232.49K | $16.65M | 0.01% | Reduce |
| Arrowstreet Capital history | 183.30K | $13.13M | 0.01% | Reduce |
| D. E. Shaw & Co history | 145.73K | $10.44M | 0.01% | Reduce |
| Deutsche Bank AG history | 78.47K | $5.62M | 0.00% | Reduce |
| PSP Investments history | 70.18K | $5.03M | 0.01% | Hold |
| Wells Fargo & Co history | 65.52K | $4.69M | 0.00% | Add |
| Bridgewater Associates history | 49.91K | $3.57M | 0.01% | Add |
| Manulife Financial history | 46.49K | $3.33M | 0.00% | Reduce |
| Moore Capital Management history | 29.93K | $2.14M | 0.03% | Add |
| PNC Financial Services history | 24.70K | $1.77M | 0.00% | Add |
| CPP Investments history | 16.00K | $1.15M | 0.00% | Reduce |
| Amundi US history | 15.61K | $1.12M | 0.00% | New |
| Renaissance Technologies history | 15.33K | $1.10M | 0.00% | New |
| Citadel Advisors history | 14.66K | $1.05M | 0.00% | Reduce |
| Prudential Financial history | 11.39K | $815.82K | 0.00% | Add |
| T. Rowe Price Associates history | 84.45K | $6.05K | 0.00% | Add |
Q1 2026 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 8.28M | $546.08M | 0.01% | Reduce |
| Geode Capital Management history | 1.69M | $111.75M | 0.01% | Add |
| Franklin Resources history | 1.62M | $106.95M | 0.03% | Add |
| Goldman Sachs Group history | 1.35M | $89.08M | 0.01% | Add |
| Millennium Management history | 1.31M | $86.68M | 0.04% | Add |
| UBS Group AG history | 994.53K | $65.58M | 0.01% | Add |
| Balyasny Asset Management history | 910.56K | $60.04M | 0.08% | Reduce |
| Charles Schwab Investment Management history | 811.67K | $53.52M | 0.01% | Add |
| Northern Trust Corp history | 809.56K | $53.38M | 0.01% | Add |
| Bank of America Corp history | 803.47K | $52.98M | 0.00% | Add |
| Morgan Stanley history | 773.20K | $50.99M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 768.63K | $50.68M | 0.00% | Reduce |
| BNY Mellon history | 754.56K | $49.76M | 0.01% | Reduce |
| Citigroup Inc history | 738.64K | $48.71M | 0.02% | Add |
| AQR Capital Management history | 657.71K | $43.37M | 0.02% | Reduce |
| MFS Investment Management history | 540.64K | $35.65M | 0.01% | Reduce |
| Invesco Ltd history | 353.96K | $23.34M | 0.00% | Reduce |
| Deutsche Bank AG history | 317.71K | $20.95M | 0.01% | Add |
| JPMorgan Chase & Co history | 287.32K | $18.91M | 1.45% | Add |
| Legal & General Investment Management America history | 270.29K | $17.82M | 0.00% | Reduce |
| Principal Global Investors history | 225.16K | $14.85M | 0.01% | Add |
| Arrowstreet Capital history | 216.14K | $14.25M | 0.01% | Add |
| D. E. Shaw & Co history | 176.56K | $11.64M | 0.01% | Add |
| Janus Henderson Group history | 76.10K | $5.02M | 0.00% | Add |
| PSP Investments history | 70.18K | $4.63M | 0.01% | Hold |
| CPP Investments history | 68.30K | $4.50M | 0.00% | Reduce |
| Point72 Asset Management history | 56.78K | $3.74M | 0.01% | Reduce |
| Citadel Advisors history | 49.59K | $3.27M | 0.00% | Reduce |
| Manulife Financial history | 46.81K | $3.09M | 0.00% | Reduce |
| Wells Fargo & Co history | 46.74K | $3.08M | 0.00% | Reduce |
| Bridgewater Associates history | 44.48K | $2.93M | 0.01% | Reduce |
| Moore Capital Management history | 28.67K | $1.89M | 0.04% | Reduce |
| PNC Financial Services history | 23.67K | $1.56M | 0.00% | Reduce |
| Prudential Financial history | 10.81K | $712.55K | 0.00% | Add |
| T. Rowe Price Associates history | 71.88K | $4.74K | 0.00% | Add |
Q4 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 8.61M | $555.92M | 0.01% | Add |
| Vanguard Group history | 6.67M | $430.31M | 0.01% | Hold |
| Geode Capital Management history | 1.63M | $105.14M | 0.01% | Hold |
| Franklin Resources history | 1.44M | $92.73M | 0.02% | Add |
| Fidelity Management & Research (FMR) history | 1.12M | $72.60M | 0.00% | Hold |
| Balyasny Asset Management history | 1.01M | $64.92M | 0.09% | Add |
| Millennium Management history | 920.55K | $59.41M | 0.03% | Add |
| Morgan Stanley history | 846.08K | $54.61M | 0.00% | Add |
| Charles Schwab Investment Management history | 807.14K | $52.09M | 0.01% | Reduce |
| Norges Bank Investment Management history | 778.96K | $50.27M | 0.01% | Add |
| BNY Mellon history | 774.92K | $50.01M | 0.01% | Reduce |
| AQR Capital Management history | 769.64K | $49.67M | 0.03% | Reduce |
| Bank of America Corp history | 766.72K | $49.48M | 0.00% | Reduce |
| Northern Trust Corp history | 764.41K | $49.33M | 0.01% | Reduce |
| UBS Group AG history | 707.82K | $45.68M | 0.01% | Add |
| Goldman Sachs Group history | 657.23K | $42.42M | 0.01% | Add |
| Invesco Ltd history | 584.72K | $37.74M | 0.01% | Reduce |
| MFS Investment Management history | 569.33K | $36.74M | 0.01% | Reduce |
| Citigroup Inc history | 482.61K | $31.15M | 0.01% | Add |
| Legal & General Investment Management America history | 294.65K | $19.02M | 0.00% | Reduce |
| Citadel Advisors history | 288.10K | $18.59M | 0.00% | Add |
| JPMorgan Chase & Co history | 243.63K | $15.72M | 0.00% | Reduce |
| Deutsche Bank AG history | 210.22K | $13.57M | 0.01% | Add |
| Principal Global Investors history | 133.03K | $8.59M | 0.00% | Reduce |
| CPP Investments history | 132.40K | $8.55M | 0.01% | New |
| Bridgewater Associates history | 123.78K | $7.99M | 0.03% | Reduce |
| Wells Fargo & Co history | 91.62K | $5.91M | 0.00% | Add |
| PSP Investments history | 70.18K | $4.53M | 0.01% | New |
| Point72 Asset Management history | 59.41K | $3.83M | 0.00% | New |
| Janus Henderson Group history | 58.90K | $3.80M | 0.00% | Add |
| Moore Capital Management history | 53.47K | $3.45M | 0.05% | New |
| Manulife Financial history | 50.92K | $3.29M | 0.00% | Reduce |
| PNC Financial Services history | 25.11K | $1.62M | 0.00% | Reduce |
| D. E. Shaw & Co history | 14.75K | $952.03K | 0.00% | New |
| Prudential Financial history | 4.88K | $315.02K | 0.00% | Reduce |
| Arrowstreet Capital history | 4.43K | $286.17K | 0.00% | New |
| T. Rowe Price Associates history | 58.68K | $3.79K | 0.00% | Add |
Q3 2025 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 8.43M | $493.92M | 0.01% | Reduce |
| Vanguard Group history | 6.70M | $392.43M | 0.01% | Reduce |
| Geode Capital Management history | 1.63M | $95.30M | 0.01% | Add |
| Franklin Resources history | 1.34M | $78.44M | 0.02% | Hold |
| AQR Capital Management history | 1.15M | $67.24M | 0.04% | Add |
| Fidelity Management & Research (FMR) history | 1.12M | $65.83M | 0.00% | Reduce |
| BNY Mellon history | 861.33K | $50.48M | 0.01% | Reduce |
| Bank of America Corp history | 855.59K | $50.15M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 838.79K | $49.16M | 0.01% | Reduce |
| Invesco Ltd history | 817.84K | $47.93M | 0.01% | Add |
| Northern Trust Corp history | 811.75K | $47.58M | 0.01% | Reduce |
| Morgan Stanley history | 788.96K | $46.24M | 0.00% | Reduce |
| MFS Investment Management history | 646.89K | $37.91M | 0.01% | Reduce |
| Citigroup Inc history | 430.36K | $25.22M | 0.01% | Add |
| Legal & General Investment Management America history | 319.20K | $18.71M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 318.67K | $18.68M | 0.00% | Add |
| Bridgewater Associates history | 264.14K | $15.48M | 0.06% | Add |
| Goldman Sachs Group history | 242.51K | $14.21M | 0.00% | Add |
| Principal Global Investors history | 164.90K | $9.66M | 0.01% | Reduce |
| UBS Group AG history | 122.05K | $7.15M | 0.00% | Reduce |
| Deutsche Bank AG history | 103.56K | $6.07M | 0.00% | Add |
| Millennium Management history | 70.04K | $4.10M | 0.00% | Add |
| Wells Fargo & Co history | 67.88K | $3.98M | 0.00% | Add |
| Citadel Advisors history | 60.49K | $3.55M | 0.00% | Reduce |
| Manulife Financial history | 54.20K | $3.18M | 0.00% | Reduce |
| Renaissance Technologies history | 31.43K | $1.84M | 0.00% | Reduce |
| Janus Henderson Group history | 26.91K | $1.58M | 0.00% | Hold |
| PNC Financial Services history | 26.33K | $1.54M | 0.00% | Reduce |
| Balyasny Asset Management history | 16.90K | $990.63K | 0.00% | New |
| Prudential Financial history | 9.53K | $558.67K | 0.00% | Reduce |
| Marshall Wace history | 8.95K | $524.79K | 0.00% | Reduce |
| T. Rowe Price Associates history | 57.04K | $3.34K | 0.00% | Reduce |
Q2 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 8.75M | $448.68M | 0.01% | Reduce |
| Vanguard Group history | 6.95M | $356.59M | 0.01% | Add |
| Geode Capital Management history | 1.58M | $80.94M | 0.01% | Hold |
| Franklin Resources history | 1.33M | $68.44M | 0.02% | Add |
| Bank of America Corp history | 1.22M | $62.71M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 1.21M | $61.94M | 0.00% | Add |
| UBS Group AG history | 1.13M | $57.78M | 0.01% | Add |
| BNY Mellon history | 873.17K | $44.79M | 0.01% | Add |
| Morgan Stanley history | 864.75K | $44.36M | 0.00% | Add |
| Charles Schwab Investment Management history | 855.05K | $43.86M | 0.01% | Reduce |
| MFS Investment Management history | 853.23K | $43.77M | 0.01% | Reduce |
| Northern Trust Corp history | 816.54K | $41.89M | 0.01% | Reduce |
| Invesco Ltd history | 796.46K | $40.86M | 0.01% | Reduce |
| Norges Bank Investment Management history | 768.58K | $39.43M | 0.01% | Add |
| AQR Capital Management history | 676.14K | $34.69M | 0.03% | Add |
| Legal & General Investment Management America history | 333.62K | $17.11M | 0.00% | Add |
| JPMorgan Chase & Co history | 296.30K | $15.20M | 0.00% | Reduce |
| Principal Global Investors history | 270.62K | $13.88M | 0.01% | Add |
| Bridgewater Associates history | 252.75K | $12.97M | 0.05% | Add |
| Goldman Sachs Group history | 216.74K | $11.12M | 0.00% | Reduce |
| Renaissance Technologies history | 185.13K | $9.50M | 0.01% | Add |
| Two Sigma Investments history | 132.95K | $6.82M | 0.01% | Add |
| Prudential Financial history | 126.40K | $6.48M | 0.01% | Add |
| Citadel Advisors history | 108.42K | $5.56M | 0.00% | Add |
| Deutsche Bank AG history | 73.31K | $3.76M | 0.00% | Hold |
| First Eagle Investment Management history | 73.00K | $3.74M | 0.01% | Reduce |
| Manulife Financial history | 66.07K | $3.39M | 0.00% | Reduce |
| Wells Fargo & Co history | 64.55K | $3.31M | 0.00% | Reduce |
| Millennium Management history | 61.79K | $3.17M | 0.00% | Reduce |
| Marshall Wace history | 52.77K | $2.71M | 0.00% | Reduce |
| Citigroup Inc history | 32.82K | $1.68M | 0.00% | Reduce |
| Janus Henderson Group history | 26.91K | $1.38M | 0.00% | Hold |
| PNC Financial Services history | 26.74K | $1.37M | 0.00% | Add |
| Point72 Asset Management history | 16.42K | $842.28K | 0.00% | New |
| D. E. Shaw & Co history | 7.95K | $407.83K | 0.00% | New |
| T. Rowe Price Associates history | 133.29K | $6.84K | 0.00% | Add |
Q1 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 9.21M | $533.12M | 0.01% | Reduce |
| Vanguard Group history | 6.77M | $392.03M | 0.01% | Reduce |
| Geode Capital Management history | 1.57M | $90.86M | 0.01% | Add |
| Franklin Resources history | 1.32M | $76.56M | 0.02% | Hold |
| Fidelity Management & Research (FMR) history | 984.36K | $56.97M | 0.00% | Add |
| MFS Investment Management history | 895.80K | $51.84M | 0.02% | Reduce |
| Charles Schwab Investment Management history | 881.00K | $50.98M | 0.01% | Hold |
| Northern Trust Corp history | 873.34K | $50.54M | 0.01% | Reduce |
| BNY Mellon history | 865.81K | $50.10M | 0.01% | Reduce |
| UBS Group AG history | 837.07K | $48.44M | 0.01% | Add |
| Invesco Ltd history | 806.42K | $46.67M | 0.01% | Reduce |
| Bank of America Corp history | 738.11K | $42.71M | 0.00% | Add |
| Morgan Stanley history | 630.70K | $36.50M | 0.00% | Add |
| AQR Capital Management history | 583.06K | $33.48M | 0.04% | Add |
| Legal & General Investment Management America history | 330.90K | $19.15M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 328.59K | $19.02M | 0.00% | Reduce |
| Goldman Sachs Group history | 296.79K | $17.17M | 0.00% | Reduce |
| Marshall Wace history | 189.98K | $10.99M | 0.01% | New |
| Principal Global Investors history | 181.19K | $10.49M | 0.01% | Add |
| Renaissance Technologies history | 139.73K | $8.09M | 0.01% | Add |
| First Eagle Investment Management history | 133.20K | $7.71M | 0.02% | Add |
| Two Sigma Investments history | 115.89K | $6.71M | 0.01% | New |
| Millennium Management history | 98.63K | $5.71M | 0.00% | New |
| Prudential Financial history | 96.39K | $5.58M | 0.01% | Add |
| Bridgewater Associates history | 95.89K | $5.55M | 0.03% | Add |
| Wells Fargo & Co history | 76.79K | $4.44M | 0.00% | Reduce |
| Deutsche Bank AG history | 73.39K | $4.25M | 0.00% | Reduce |
| Manulife Financial history | 67.58K | $3.91M | 0.00% | Hold |
| Citadel Advisors history | 60.69K | $3.51M | 0.00% | Reduce |
| Citigroup Inc history | 56.60K | $3.28M | 0.00% | Reduce |
| Arrowstreet Capital history | 32.03K | $1.85M | 0.00% | New |
| Janus Henderson Group history | 26.91K | $1.53M | 0.00% | Hold |
| PNC Financial Services history | 26.32K | $1.52M | 0.00% | Add |
| Balyasny Asset Management history | 20.11K | $1.16M | 0.00% | New |
| T. Rowe Price Associates history | 112.66K | $6.52K | 0.00% | Add |
New Positions (Q2 2026)
- Amundi US 15.61K sh · $1.12M
- Renaissance Technologies 15.33K sh · $1.10M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 76.10K sh · $5.02M
- Point72 Asset Management sold 56.78K sh · $3.74M
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 | 9.07M | 8.28M | 8.61M | 8.43M | 8.75M | 9.21M | 11.10M | 9.92M | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 1.79M | 1.69M | 1.63M | 1.63M | 1.58M | 1.57M | 1.53M | 1.54M | 1.50M | 1.44M | 1.40M | 1.31M | 1.26M | 1.16M | 1.11M | 1.05M | 996.10K | 982.18K | 936.10K | 912.19K |
| Franklin Resources | 1.58M | 1.62M | 1.44M | 1.34M | 1.33M | 1.32M | 1.32M | 1.34M | 1.34M | 1.35M | 1.35M | 1.36M | 1.36M | 1.36M | 1.35M | 1.33M | 1.28M | 1.29M | 1.28M | 1.03M |
| Balyasny Asset Management | 1.29M | 910.56K | 1.01M | 16.90K | — | 20.11K | — | 21.53K | 13.03K | — | 249.25K | — | 421.91K | 200.13K | — | 340.30K | 14.71K | 21.67K | 30.30K | — |
| Millennium Management | 1.06M | 1.31M | 920.55K | 70.04K | 61.79K | 98.63K | — | 51.37K | 205.45K | 234.80K | 62.33K | 12.73K | 363.53K | 21.57K | 355.43K | 604.16K | 7.01K | 4.24K | — | 5.63K |
| Goldman Sachs Group | 1.05M | 1.35M | 657.23K | 242.51K | 216.74K | 296.79K | 545.28K | 429.60K | 206.50K | 142.82K | 218.14K | 145.39K | 253.74K | 242.42K | 254.03K | 376.67K | 278.61K | 232.72K | 326.98K | 314.15K |
| Citigroup Inc | 1.02M | 738.64K | 482.61K | 430.36K | 32.82K | 56.60K | 65.08K | 57.33K | 17.76K | 14.84K | 27.52K | 3.96K | 25.12K | 6.83K | 7.25K | 14.99K | 7.43K | 6.12K | 19.01K | 8.77K |
| Fidelity Management & Research (FMR) | 861.13K | 768.63K | 1.12M | 1.12M | 1.21M | 984.36K | 688.21K | 759.80K | 649.34K | 677.19K | 710.43K | 959.88K | 814.64K | 778.59K | 801.30K | 176.85K | 171.74K | 9.03K | 200 | 200 |
| Northern Trust Corp | 824.54K | 809.56K | 764.41K | 811.75K | 816.54K | 873.34K | 894.16K | 802.19K | 800.21K | 752.83K | 837.45K | 793.23K | 814.67K | 806.48K | 819.19K | 806.55K | 794.03K | 810.71K | 825.81K | 832.37K |
| Morgan Stanley | 821.73K | 773.20K | 846.08K | 788.96K | 864.75K | 630.70K | 584.83K | 581.94K | 423.90K | 475.36K | 486.17K | 392.39K | 604.44K | 629.63K | 572.73K | 610.24K | 367.50K | 274.74K | 276.64K | 217.43K |
| Charles Schwab Investment Management | 786.29K | 811.67K | 807.14K | 838.79K | 855.05K | 881.00K | 879.76K | 848.29K | 828.75K | 800.91K | 768.58K | 737.48K | 713.68K | 694.38K | 685.58K | 665.44K | 626.85K | 607.99K | 575.49K | 538.10K |
| Norges Bank Investment Management | 780.56K | — | 778.96K | — | 768.58K | — | 752.63K | — | 733.94K | — | 673.16K | — | — | — | 594.76K | — | — | — | — | — |
| Bank of America Corp | 758.50K | 803.47K | 766.72K | 855.59K | 1.22M | 738.11K | 677.23K | 711.70K | 699.50K | 643.15K | 569.71K | 520.29K | 492.96K | 509.55K | 407.85K | 437.38K | 390.35K | 429.14K | 458.70K | 403.65K |
| BNY Mellon | 743.94K | 754.56K | 774.92K | 861.33K | 873.17K | 865.81K | 886.07K | 750.46K | 849.06K | 836.97K | 1.06M | 1.05M | 1.17M | 1.11M | 1.15M | 1.23M | 1.24M | 1.31M | 1.22M | 1.14M |
| UBS Group AG | 739.68K | 994.53K | 707.82K | 122.05K | 1.13M | 837.07K | 697.49K | 68.61K | 85.57K | 119.48K | 104.97K | 78.36K | 96.68K | 107.92K | 54.32K | 80.51K | 15.37K | 61.07K | 58.57K | 156.62K |
| MFS Investment Management | 513.74K | 540.64K | 569.33K | 646.89K | 853.23K | 895.80K | 917.50K | 1.09M | 1.13M | 1.15M | 968.05K | 759.73K | — | — | — | — | — | — | — | — |
| Invesco Ltd | 323.84K | 353.96K | 584.72K | 817.84K | 796.46K | 806.42K | 904.58K | 822.73K | 812.42K | 923.26K | 868.46K | 931.79K | 778.75K | 988.83K | 1.07M | 1.04M | 904.40K | 828.59K | 784.64K | 679.72K |
| JPMorgan Chase & Co | 305.08K | 287.32K | 243.63K | 318.67K | 296.30K | 328.59K | 415.17K | 518.81K | 891.10K | 1.41M | 1.72M | 2.15M | 2.18M | 2.01M | 1.92M | 1.91M | 1.91M | 2.06M | 3.29M | 2.38M |
| Legal & General Investment Management America | 248.41K | 270.29K | 294.65K | 319.20K | 333.62K | 330.90K | 339.08K | 355.15K | 362.05K | 371.18K | 367.66K | 328.80K | 330.36K | 314.59K | 306.98K | 297.06K | 353.54K | 402.63K | 413.36K | 389.53K |
| Principal Global Investors | 237.67K | 225.16K | 133.03K | 164.90K | 270.62K | 181.19K | 174.01K | 171.36K | 230.03K | 256.88K | 228.75K | 225.65K | 226.46K | 229.52K | 224.85K | 218.52K | 210.41K | 182.96K | 179.97K | 178.59K |
▲ 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