OCUL — OCULAR THERAPEUTIX INC
Reported value held$922.44M
Funds holding (latest)38
SectorHealth Care
Funds holding (Q2 2026)30
Institutional value$768.64M · 85.88M sh
New / Add / Cut / Exit1 / 17 / 12 / 4
Top-5 / Top-10 concentration81.5% / 91.7%
Institutional holdings change
Accumulating +2.6%
(+2.15M sh)
Institutional value change
Up +16.6%
As of Q2 2026, 30 SEC-registered investment managers reported holding OCUL (OCULAR THERAPEUTIX INC) in their latest 13F filings, with a combined reported value of $768.64M across 85.88M shares. That is +2.6% by share count (+2.15M shares) versus the previous quarter, while reported value moved +16.6%. Ownership is concentrated: the five largest holders account for 81.5% of reported value and the top ten for 91.7%.
Compared with the prior quarter, 1 opened new positions, 17 added to existing stakes, 12 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
OCUL 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 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 32.84M | $322.53M | 0.01% | Add |
| BlackRock Inc history | 19.38M | $190.28M | 0.00% | Add |
| Geode Capital Management history | 5.02M | $49.32M | 0.00% | Add |
| Point72 Asset Management history | 3.29M | $32.33M | 0.13% | Reduce |
| Balyasny Asset Management history | 3.25M | $31.87M | 0.04% | Add |
| Northern Trust Corp history | 1.80M | $17.67M | 0.00% | Add |
| Goldman Sachs Group history | 1.76M | $17.30M | 0.01% | Add |
| UBS Group AG history | 1.55M | $15.23M | 0.01% | Add |
| Charles Schwab Investment Management history | 1.53M | $15.06M | 0.00% | Add |
| Invesco Ltd history | 1.34M | $13.20M | 0.00% | Reduce |
| Two Sigma Investments history | 1.22M | $11.97M | 0.01% | Reduce |
| AQR Capital Management history | 950.34K | $9.33M | 0.00% | Add |
| Morgan Stanley history | 911.83K | $8.95M | 0.00% | Reduce |
| BNY Mellon history | 553.24K | $5.43M | 0.00% | Add |
| Bank of America Corp history | 519.23K | $5.10M | 0.00% | Add |
| JPMorgan Chase & Co history | 482.29K | $4.86M | 0.00% | New |
| Renaissance Technologies history | 378.75K | $3.72M | 0.01% | Reduce |
| Wells Fargo & Co history | 231.07K | $2.27M | 0.00% | Add |
| Manulife Financial history | 229.26K | $2.25M | 0.00% | Add |
| Deutsche Bank AG history | 224.15K | $2.20M | 0.00% | Reduce |
| Citadel Advisors history | 154.70K | $1.52M | 0.00% | Reduce |
| Citigroup Inc history | 140.72K | $1.38M | 0.00% | Add |
| Marshall Wace history | 126.03K | $1.24M | 0.00% | Reduce |
| D. E. Shaw & Co history | 124.46K | $1.22M | 0.00% | Reduce |
| Legal & General Investment Management America history | 117.92K | $1.16M | 0.00% | Reduce |
| Wellington Management Group history | 71.50K | $702.14K | 0.00% | Reduce |
| Prudential Financial history | 33.70K | $330.93K | 0.00% | Add |
| Principal Global Investors history | 13.45K | $132.04K | 0.00% | Reduce |
| T. Rowe Price Associates history | 7.62M | $74.86K | 0.01% | Add |
| PNC Financial Services history | 957 | $9.40K | 0.00% | Add |
Q1 2026 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 32.65M | $276.58M | 0.01% | Add |
| BlackRock Inc history | 16.13M | $136.65M | 0.00% | Add |
| Point72 Asset Management history | 5.53M | $46.88M | 0.06% | Add |
| Geode Capital Management history | 4.53M | $38.37M | 0.00% | Add |
| Balyasny Asset Management history | 2.69M | $22.81M | 0.03% | Add |
| Two Sigma Investments history | 1.83M | $15.50M | 0.01% | Add |
| Invesco Ltd history | 1.54M | $13.02M | 0.00% | Add |
| Northern Trust Corp history | 1.53M | $12.92M | 0.00% | Add |
| UBS Group AG history | 1.52M | $12.88M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.46M | $12.38M | 0.00% | Hold |
| Morgan Stanley history | 1.28M | $10.84M | 0.00% | Add |
| Renaissance Technologies history | 1.15M | $9.72M | 0.01% | Add |
| Citadel Advisors history | 1.13M | $9.56M | 0.00% | Reduce |
| Goldman Sachs Group history | 1.11M | $9.40M | 0.00% | Reduce |
| Marshall Wace history | 740.80K | $6.27M | 0.01% | Reduce |
| Deutsche Bank AG history | 631.74K | $5.35M | 0.00% | Add |
| AQR Capital Management history | 499.34K | $4.23M | 0.00% | Add |
| BNY Mellon history | 475.99K | $4.03M | 0.00% | Reduce |
| Bank of America Corp history | 397.09K | $3.36M | 0.00% | Reduce |
| Manulife Financial history | 227.81K | $1.93M | 0.00% | Add |
| D. E. Shaw & Co history | 218.48K | $1.85M | 0.00% | Reduce |
| Legal & General Investment Management America history | 131.16K | $1.11M | 0.00% | Reduce |
| Wells Fargo & Co history | 112.77K | $955.13K | 0.00% | Reduce |
| Wellington Management Group history | 75.36K | $638.28K | 0.00% | Add |
| Janus Henderson Group history | 68.50K | $580.54K | 0.00% | Reduce |
| Citigroup Inc history | 55.78K | $472.43K | 0.00% | Reduce |
| Millennium Management history | 34.01K | $288.03K | 0.00% | Reduce |
| Prudential Financial history | 29.27K | $247.92K | 0.00% | Add |
| Farallon Capital Management history | 18.00K | $152.46K | 0.00% | Hold |
| Principal Global Investors history | 13.62K | $115.39K | 0.00% | Add |
| Amundi US history | 10.59K | $89.69K | 0.00% | Hold |
| T. Rowe Price Associates history | 5.90M | $49.95K | 0.01% | Add |
| PNC Financial Services history | 609 | $5.16K | 0.00% | Reduce |
Q4 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 31.79M | $385.88M | 0.02% | Hold |
| BlackRock Inc history | 15.60M | $189.41M | 0.00% | Add |
| Vanguard Group history | 11.58M | $140.52M | 0.00% | Add |
| Geode Capital Management history | 4.36M | $52.90M | 0.00% | Add |
| Janus Henderson Group history | 4.23M | $51.32M | 0.02% | Add |
| Millennium Management history | 3.28M | $39.79M | 0.02% | Reduce |
| Citadel Advisors history | 2.91M | $35.32M | 0.01% | Reduce |
| Goldman Sachs Group history | 1.55M | $18.79M | 0.00% | Add |
| Northern Trust Corp history | 1.46M | $17.75M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.46M | $17.73M | 0.00% | Add |
| Marshall Wace history | 1.38M | $16.72M | 0.01% | Reduce |
| UBS Group AG history | 1.24M | $15.11M | 0.00% | Hold |
| D. E. Shaw & Co history | 1.15M | $14.01M | 0.01% | Add |
| Point72 Asset Management history | 1.02M | $12.34M | 0.01% | Reduce |
| Invesco Ltd history | 895.69K | $10.87M | 0.00% | Reduce |
| Morgan Stanley history | 879.14K | $10.67M | 0.00% | Reduce |
| Renaissance Technologies history | 791.20K | $9.61M | 0.01% | New |
| Balyasny Asset Management history | 763.56K | $9.27M | 0.01% | Reduce |
| Citigroup Inc history | 601.92K | $7.31M | 0.00% | Reduce |
| Bank of America Corp history | 601.36K | $7.30M | 0.00% | Add |
| Deutsche Bank AG history | 590.72K | $7.17M | 0.00% | Add |
| JPMorgan Chase & Co history | 550.27K | $6.68M | 0.00% | Add |
| BNY Mellon history | 490.28K | $5.95M | 0.00% | Add |
| Two Sigma Investments history | 380.71K | $4.62M | 0.01% | Add |
| Wells Fargo & Co history | 255.22K | $3.10M | 0.00% | Add |
| AQR Capital Management history | 180.72K | $2.19M | 0.00% | Add |
| Legal & General Investment Management America history | 157.34K | $1.91M | 0.00% | Add |
| Manulife Financial history | 92.65K | $1.12M | 0.00% | Add |
| Wellington Management Group history | 74.32K | $902.21K | 0.00% | Add |
| Norges Bank Investment Management history | 73.01K | $886.30K | 0.00% | New |
| CPP Investments history | 35.20K | $427.33K | 0.00% | Add |
| Farallon Capital Management history | 18.00K | $218.52K | 0.00% | New |
| Prudential Financial history | 11.21K | $136.09K | 0.00% | Reduce |
| Principal Global Investors history | 10.98K | $133.31K | 0.00% | Add |
| Amundi US history | 10.59K | $128.55K | 0.00% | New |
| PNC Financial Services history | 682 | $8.28K | 0.00% | Reduce |
| T. Rowe Price Associates history | 171.52K | $2.08K | 0.00% | Add |
Q3 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 31.79M | $371.57M | 0.02% | Add |
| BlackRock Inc history | 10.56M | $123.41M | 0.00% | Hold |
| Vanguard Group history | 9.16M | $107.12M | 0.00% | Add |
| Citadel Advisors history | 5.95M | $69.56M | 0.01% | Add |
| Point72 Asset Management history | 4.60M | $53.79M | 0.10% | Add |
| Millennium Management history | 3.86M | $45.07M | 0.02% | Add |
| Geode Capital Management history | 3.34M | $39.03M | 0.00% | Add |
| Morgan Stanley history | 2.47M | $28.82M | 0.00% | Reduce |
| Balyasny Asset Management history | 2.19M | $25.59M | 0.03% | Add |
| Janus Henderson Group history | 2.05M | $23.96M | 0.01% | Add |
| Marshall Wace history | 1.60M | $18.72M | 0.02% | New |
| UBS Group AG history | 1.25M | $14.59M | 0.00% | Reduce |
| Northern Trust Corp history | 1.18M | $13.74M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.12M | $13.14M | 0.00% | Add |
| Invesco Ltd history | 1.04M | $12.20M | 0.00% | Reduce |
| Goldman Sachs Group history | 795.97K | $9.30M | 0.00% | Add |
| Citigroup Inc history | 673.35K | $7.87M | 0.00% | Add |
| Bank of America Corp history | 447.12K | $5.23M | 0.00% | Reduce |
| BNY Mellon history | 400.77K | $4.69M | 0.00% | Add |
| Deutsche Bank AG history | 312.08K | $3.65M | 0.00% | Add |
| Two Sigma Investments history | 234.21K | $2.74M | 0.00% | Add |
| AQR Capital Management history | 145.88K | $1.71M | 0.00% | Add |
| Wells Fargo & Co history | 130.85K | $1.53M | 0.00% | Add |
| D. E. Shaw & Co history | 113.28K | $1.32M | 0.00% | Add |
| Legal & General Investment Management America history | 104.33K | $1.22M | 0.00% | Reduce |
| Manulife Financial history | 71.63K | $837.39K | 0.00% | Reduce |
| Wellington Management Group history | 61.56K | $719.68K | 0.00% | Reduce |
| Prudential Financial history | 18.77K | $219.36K | 0.00% | Hold |
| Principal Global Investors history | 10.76K | $125.78K | 0.00% | New |
| JPMorgan Chase & Co history | 6.00K | $70.14K | 0.00% | Reduce |
| CPP Investments history | 2.00K | $23.38K | 0.00% | New |
| PNC Financial Services history | 726 | $8.49K | 0.00% | Add |
| T. Rowe Price Associates history | 131.56K | $1.54K | 0.00% | Add |
Q2 2025 — 42 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 19.61M | $181.96M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 19.61M | $181.96M | 0.01% | Add |
| BlackRock Inc history | 10.55M | $97.87M | 0.00% | Reduce |
| BlackRock Inc history | 10.55M | $97.87M | 0.00% | Reduce |
| Vanguard Group history | 8.39M | $77.88M | 0.00% | Hold |
| Citadel Advisors history | 5.07M | $47.03M | 0.01% | Add |
| Citadel Advisors history | 5.07M | $47.03M | 0.01% | Add |
| Geode Capital Management history | 3.28M | $30.48M | 0.00% | Reduce |
| Morgan Stanley history | 2.57M | $23.87M | 0.00% | Add |
| Morgan Stanley history | 2.57M | $23.87M | 0.00% | Add |
| UBS Group AG history | 1.97M | $18.24M | 0.00% | Add |
| Point72 Asset Management history | 1.90M | $17.67M | 0.04% | Reduce |
| Point72 Asset Management history | 1.90M | $17.67M | 0.04% | Reduce |
| Invesco Ltd history | 1.54M | $14.28M | 0.00% | Add |
| Franklin Resources history | 1.17M | $10.86M | 0.00% | Hold |
| Northern Trust Corp history | 1.16M | $10.73M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 1.10M | $10.17M | 0.00% | Reduce |
| Bank of America Corp history | 759.26K | $7.05M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 712.10K | $6.61M | 0.00% | Add |
| JPMorgan Chase & Co history | 712.10K | $6.61M | 0.00% | Add |
| Goldman Sachs Group history | 605.16K | $5.62M | 0.00% | Add |
| Goldman Sachs Group history | 605.16K | $5.62M | 0.00% | Add |
| Wellington Management Group history | 503.99K | $4.68M | 0.00% | Add |
| Renaissance Technologies history | 410.05K | $3.81M | 0.01% | Reduce |
| Renaissance Technologies history | 410.05K | $3.81M | 0.01% | Reduce |
| BNY Mellon history | 382.31K | $3.55M | 0.00% | Reduce |
| Deutsche Bank AG history | 240.02K | $2.23M | 0.00% | Reduce |
| Deutsche Bank AG history | 240.02K | $2.23M | 0.00% | Reduce |
| Balyasny Asset Management history | 218.29K | $2.03M | 0.00% | Add |
| Millennium Management history | 119.15K | $1.11M | 0.00% | New |
| AQR Capital Management history | 111.02K | $1.03M | 0.00% | Add |
| Two Sigma Investments history | 110.83K | $1.03M | 0.00% | Reduce |
| Two Sigma Investments history | 110.83K | $1.03M | 0.00% | Reduce |
| Legal & General Investment Management America history | 104.85K | $973.04K | 0.00% | Hold |
| D. E. Shaw & Co history | 102.83K | $954.29K | 0.00% | Add |
| Citigroup Inc history | 99.84K | $926.55K | 0.00% | Reduce |
| Wells Fargo & Co history | 74.15K | $688.11K | 0.00% | Reduce |
| Manulife Financial history | 72.62K | $673.89K | 0.00% | Add |
| Janus Henderson Group history | 53.50K | $496.21K | 0.00% | Hold |
| Prudential Financial history | 18.70K | $173.54K | 0.00% | Add |
| PNC Financial Services history | 511 | $4.74K | 0.00% | Add |
| T. Rowe Price Associates history | 126.37K | $1.17K | 0.00% | Hold |
Q1 2025 — 44 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 12.01M | $88.05M | 0.00% | Add |
| BlackRock Inc history | 12.01M | $88.05M | 0.00% | Add |
| Vanguard Group history | 8.36M | $61.31M | 0.00% | Reduce |
| Citadel Advisors history | 5.01M | $36.74M | 0.01% | Add |
| Citadel Advisors history | 5.01M | $36.74M | 0.01% | Add |
| Geode Capital Management history | 3.42M | $25.09M | 0.00% | Add |
| Morgan Stanley history | 2.19M | $16.04M | 0.00% | Add |
| Morgan Stanley history | 2.19M | $16.04M | 0.00% | Add |
| Point72 Asset Management history | 1.94M | $14.24M | 0.03% | Reduce |
| Point72 Asset Management history | 1.94M | $14.24M | 0.03% | Reduce |
| UBS Group AG history | 1.33M | $9.79M | 0.00% | Add |
| Northern Trust Corp history | 1.29M | $9.46M | 0.00% | Reduce |
| Franklin Resources history | 1.17M | $8.58M | 0.00% | Hold |
| Charles Schwab Investment Management history | 1.11M | $8.16M | 0.00% | Reduce |
| Bank of America Corp history | 942.29K | $6.91M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 941.29K | $6.90M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 941.29K | $6.90M | 0.00% | Add |
| Invesco Ltd history | 804.83K | $5.90M | 0.00% | Reduce |
| Goldman Sachs Group history | 582.01K | $4.27M | 0.00% | Reduce |
| Goldman Sachs Group history | 582.01K | $4.27M | 0.00% | Reduce |
| Two Sigma Investments history | 461.23K | $3.38M | 0.01% | Add |
| Two Sigma Investments history | 461.23K | $3.38M | 0.01% | Add |
| Renaissance Technologies history | 454.00K | $3.33M | 0.01% | New |
| Renaissance Technologies history | 454.00K | $3.33M | 0.01% | New |
| Wellington Management Group history | 452.96K | $3.32M | 0.00% | Reduce |
| BNY Mellon history | 419.49K | $3.07M | 0.00% | Hold |
| JPMorgan Chase & Co history | 337.83K | $2.48M | 0.00% | Add |
| JPMorgan Chase & Co history | 337.83K | $2.48M | 0.00% | Add |
| Deutsche Bank AG history | 258.23K | $1.89M | 0.00% | Reduce |
| Deutsche Bank AG history | 258.23K | $1.89M | 0.00% | Reduce |
| Citigroup Inc history | 131.99K | $967.46K | 0.00% | Reduce |
| Legal & General Investment Management America history | 104.40K | $765.27K | 0.00% | Hold |
| CPP Investments history | 81.80K | $599.59K | 0.00% | Add |
| CPP Investments history | 81.80K | $599.59K | 0.00% | Add |
| Wells Fargo & Co history | 77.05K | $564.74K | 0.00% | Add |
| Balyasny Asset Management history | 75.87K | $556.12K | 0.00% | Reduce |
| Manulife Financial history | 71.30K | $522.66K | 0.00% | Reduce |
| D. E. Shaw & Co history | 60.12K | $440.70K | 0.00% | Add |
| Janus Henderson Group history | 53.50K | $404.73K | 0.00% | Hold |
| AQR Capital Management history | 15.65K | $114.71K | 0.00% | Reduce |
| Principal Global Investors history | 12.62K | $92.53K | 0.00% | Reduce |
| Prudential Financial history | 11.85K | $86.82K | 0.00% | Add |
| PNC Financial Services history | 283 | $2.07K | 0.00% | New |
| T. Rowe Price Associates history | 125.74K | $922 | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 482.29K sh · $4.86M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 68.50K sh · $580.54K
- Millennium Management sold 34.01K sh · $288.03K
- Farallon Capital Management sold 18.00K sh · $152.46K
- Amundi US sold 10.59K sh · $89.69K
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) | 32.84M | 32.65M | 31.79M | 31.79M | 19.61M | 941.29K | 460.45K | 434.37K | 6.03K | 69.09K | 69.12K | 68.78K | 5.99K | 4.75K | 2.58K | 5.04K | 3.41K | 2.14K | — | 1.14M |
| BlackRock Inc | 19.38M | 16.13M | 15.60M | 10.56M | 10.55M | 12.01M | 11.85M | 11.35M | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 5.02M | 4.53M | 4.36M | 3.34M | 3.28M | 3.42M | 3.24M | 3.27M | 3.45M | 2.49M | 1.74M | 1.63M | 1.57M | 1.46M | 1.41M | 1.37M | 1.35M | 1.36M | 1.32M | 1.31M |
| Point72 Asset Management | 3.29M | 5.53M | 1.02M | 4.60M | 1.90M | 1.94M | 2.94M | 2.04M | 2.71M | — | — | — | — | — | — | 1.00K | 50.00K | — | — | — |
| Balyasny Asset Management | 3.25M | 2.69M | 763.56K | 2.19M | 218.29K | 75.87K | 97.55K | — | — | — | 89.00K | 52.34K | 48.28K | 16.11K | 24.99K | — | 18.46K | — | 10.91K | — |
| Northern Trust Corp | 1.80M | 1.53M | 1.46M | 1.18M | 1.16M | 1.29M | 1.31M | 1.25M | 1.08M | 970.10K | 671.98K | 673.74K | 662.51K | 657.10K | 655.66K | 652.88K | 667.58K | 729.16K | 764.98K | 745.50K |
| Goldman Sachs Group | 1.76M | 1.11M | 1.55M | 795.97K | 605.16K | 582.01K | 672.62K | 576.24K | 679.42K | 269.18K | 87.55K | 115.39K | 207.49K | 180.66K | 182.24K | 332.75K | 468.25K | 384.39K | 216.83K | 318.77K |
| UBS Group AG | 1.55M | 1.52M | 1.24M | 1.25M | 1.97M | 1.33M | 876.55K | 684.78K | 748.73K | 483.51K | 90.83K | 53.57K | 129.95K | 1.28K | 1.28K | 1.00K | 342.23K | 34.88K | 94.89K | 326.63K |
| Charles Schwab Investment Management | 1.53M | 1.46M | 1.46M | 1.12M | 1.10M | 1.11M | 1.13M | 1.11M | 450.38K | 313.04K | 221.20K | 214.41K | 214.41K | 206.25K | 204.53K | 200.79K | 200.37K | 201.07K | 193.09K | 250.84K |
| Invesco Ltd | 1.34M | 1.54M | 895.69K | 1.04M | 1.54M | 804.83K | 890.05K | 755.47K | 45.90K | 772.37K | 221.03K | 249.94K | 178.55K | 169.15K | 265.77K | 135.99K | 172.94K | 160.32K | 137.10K | 106.44K |
| Two Sigma Investments | 1.22M | 1.83M | 380.71K | 234.21K | 110.83K | 461.23K | 252.94K | 207.42K | 536.12K | 19.41K | 111.00K | 116.10K | 136.30K | 323.42K | 189.09K | 197.76K | — | 483.28K | 469.87K | 895.40K |
| AQR Capital Management | 950.34K | 499.34K | 180.72K | 145.88K | 111.02K | 15.65K | 26.28K | 17.49K | — | 11.76K | 52.23K | 67.20K | 42.23K | 42.52K | 112.61K | 12.98K | 35.34K | 28.39K | 21.72K | 64.68K |
| Morgan Stanley | 911.83K | 1.28M | 879.14K | 2.47M | 2.57M | 2.19M | 1.82M | 1.58M | 1.16M | 1.37M | 323.15K | 246.43K | 232.76K | 1.18M | 427.87K | 188.31K | 229.14K | 221.66K | 422.37K | 648.82K |
| BNY Mellon | 553.24K | 475.99K | 490.28K | 400.77K | 382.31K | 419.49K | 420.23K | 424.44K | 495.63K | 331.25K | 243.36K | 240.31K | 293.41K | 290.06K | 266.36K | 270.61K | 249.02K | 263.04K | 261.16K | 246.34K |
| Bank of America Corp | 519.23K | 397.09K | 601.36K | 447.12K | 759.26K | 942.29K | 437.07K | 778.47K | 1.04M | 227.05K | 86.99K | 57.07K | 95.10K | 66.78K | 98.01K | 58.03K | 39.31K | 49.57K | 83.11K | 52.64K |
| JPMorgan Chase & Co | 482.29K | — | 550.27K | 6.00K | 712.10K | 337.83K | 189.29K | 84.64K | 85.37K | 28.00K | 68.03K | 67.88K | 64.11K | 4.91K | 46.10K | 47.55K | 44.23K | 45.25K | 36.81K | 34.07K |
| Renaissance Technologies | 378.75K | 1.15M | 791.20K | — | 410.05K | 454.00K | — | — | — | 29.70K | — | 125.20K | 24.89K | 71.19K | 293.99K | 14.79K | 381.50K | 510.81K | 80.10K | 246.20K |
| Wells Fargo & Co | 231.07K | 112.77K | 255.22K | 130.85K | 74.15K | 77.05K | 74.21K | 456.43K | 51.32K | 36.04K | 22.20K | 17.12K | 34.51K | 17.79K | 1.95K | 6.51K | 7.12K | 16.22K | 42.04K | 56.49K |
| Manulife Financial | 229.26K | 227.81K | 92.65K | 71.63K | 72.62K | 71.30K | 127.80K | 130.20K | 116.96K | 72.44K | 31.74K | 31.74K | 31.74K | 31.54K | 31.54K | 31.91K | 32.99K | 32.96K | 41.65K | 40.77K |
| Deutsche Bank AG | 224.15K | 631.74K | 590.72K | 312.08K | 240.02K | 258.23K | 456.12K | 833.57K | 807.31K | 797.53K | 34.64K | 35.81K | 29.84K | 51.08K | 34.90K | 34.38K | 39.53K | 44.78K | 49.48K | 51.46K |
▲ 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