OFG — OFG BANCORP
Reported value held$973.21M
Funds holding (latest)42
SectorFinancials
Funds holding (Q2 2026)36
Institutional value$738.62M · 15.27M sh
New / Add / Cut / Exit4 / 15 / 14 / 1
Top-5 / Top-10 concentration67.4% / 82.7%
Institutional holdings change
Accumulating +3.1%
(+461.48K sh)
Institutional value change
Up +25.2%
As of Q2 2026, 36 SEC-registered investment managers reported holding OFG (OFG BANCORP) in their latest 13F filings, with a combined reported value of $738.62M across 15.27M shares. That is +3.1% by share count (+461.48K shares) versus the previous quarter, while reported value moved +25.2%. Ownership is concentrated: the five largest holders account for 67.4% of reported value and the top ten for 82.7%.
Compared with the prior quarter, 4 opened new positions, 15 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.
OFG 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 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 6.16M | $302.29M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 1.56M | $76.76M | 0.01% | Add |
| Geode Capital Management history | 1.17M | $57.27M | 0.00% | Add |
| Goldman Sachs Group history | 639.02K | $31.36M | 0.00% | Add |
| Two Sigma Investments history | 608.89K | $29.88M | 0.02% | Add |
| Northern Trust Corp history | 581.10K | $28.51M | 0.00% | Add |
| Morgan Stanley history | 492.39K | $24.16M | 0.00% | Reduce |
| Millennium Management history | 435.22K | $21.36M | 0.01% | Reduce |
| Deutsche Bank AG history | 420.86K | $20.65M | 0.01% | Add |
| BNY Mellon history | 380.82K | $18.69M | 0.00% | Hold |
| AQR Capital Management history | 279.47K | $13.71M | 0.01% | Add |
| Principal Global Investors history | 273.77K | $13.43M | 0.01% | Hold |
| Invesco Ltd history | 249.18K | $12.23M | 0.00% | Add |
| Point72 Asset Management history | 223.19K | $10.95M | 0.01% | Add |
| JPMorgan Chase & Co history | 213.70K | $10.60M | 0.00% | New |
| PSP Investments history | 207.65K | $10.19M | 0.03% | Reduce |
| Franklin Resources history | 187.46K | $9.20M | 0.00% | Add |
| Marshall Wace history | 135.80K | $6.66M | 0.01% | New |
| Bank of America Corp history | 124.90K | $6.13M | 0.00% | Reduce |
| Prudential Financial history | 102.08K | $5.01M | 0.01% | Reduce |
| D. E. Shaw & Co history | 96.54K | $4.74M | 0.00% | Reduce |
| Legal & General Investment Management America history | 94.78K | $4.65M | 0.00% | Reduce |
| Arrowstreet Capital history | 72.44K | $3.55M | 0.00% | New |
| Citadel Advisors history | 52.07K | $2.55M | 0.00% | Reduce |
| Royce & Associates history | 50.74K | $2.49M | 0.02% | Add |
| Citigroup Inc history | 44.59K | $2.19M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 43.53K | $2.14M | 0.00% | Add |
| UBS Group AG history | 43.36K | $2.13M | 0.00% | Reduce |
| Wells Fargo & Co history | 38.72K | $1.90M | 0.00% | Add |
| Renaissance Technologies history | 18.03K | $884.93K | 0.00% | New |
| Manulife Financial history | 17.22K | $844.89K | 0.00% | Reduce |
| Balyasny Asset Management history | 11.75K | $576.47K | 0.00% | Reduce |
| Amundi US history | 7.46K | $365.96K | 0.00% | Reduce |
| CPP Investments history | 6.70K | $328.77K | 0.00% | Hold |
| PNC Financial Services history | 4.56K | $223.56K | 0.00% | Add |
| T. Rowe Price Associates history | 219.73K | $10.78K | 0.00% | Reduce |
Q1 2026 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 6.21M | $251.36M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 1.42M | $57.46M | 0.01% | Reduce |
| Geode Capital Management history | 1.13M | $45.54M | 0.00% | Add |
| Millennium Management history | 614.75K | $24.87M | 0.01% | Reduce |
| Northern Trust Corp history | 560.56K | $22.68M | 0.00% | Add |
| Two Sigma Investments history | 511.96K | $20.71M | 0.02% | Add |
| Goldman Sachs Group history | 511.57K | $20.70M | 0.00% | Add |
| Morgan Stanley history | 498.74K | $20.18M | 0.00% | Reduce |
| Deutsche Bank AG history | 416.07K | $16.83M | 0.01% | Add |
| BNY Mellon history | 380.26K | $15.39M | 0.00% | Reduce |
| Principal Global Investors history | 274.21K | $11.09M | 0.01% | Add |
| Invesco Ltd history | 247.69K | $10.02M | 0.00% | Add |
| Citadel Advisors history | 230.11K | $9.31M | 0.00% | Add |
| PSP Investments history | 220.16K | $8.91M | 0.03% | Add |
| AQR Capital Management history | 207.98K | $8.41M | 0.00% | Add |
| Point72 Asset Management history | 201.16K | $8.14M | 0.01% | Reduce |
| Franklin Resources history | 150.93K | $6.11M | 0.00% | Add |
| D. E. Shaw & Co history | 138.34K | $5.60M | 0.00% | Add |
| Bank of America Corp history | 132.51K | $5.36M | 0.00% | Add |
| UBS Group AG history | 121.45K | $4.91M | 0.00% | Reduce |
| Prudential Financial history | 111.98K | $4.53M | 0.01% | Add |
| Legal & General Investment Management America history | 99.15K | $4.01M | 0.00% | Reduce |
| Balyasny Asset Management history | 53.11K | $2.15M | 0.00% | Add |
| Citigroup Inc history | 37.01K | $1.50M | 0.00% | Reduce |
| Wells Fargo & Co history | 22.47K | $909.09K | 0.00% | Reduce |
| Janus Henderson Group history | 22.00K | $890.66K | 0.00% | Reduce |
| Manulife Financial history | 18.25K | $738.52K | 0.00% | Reduce |
| Amundi US history | 16.00K | $647.56K | 0.00% | Add |
| Royce & Associates history | 8.23K | $333.11K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 7.15K | $289.38K | 0.00% | Add |
| CPP Investments history | 6.70K | $271.08K | 0.00% | Hold |
| PNC Financial Services history | 4.53K | $183.28K | 0.00% | Add |
| T. Rowe Price Associates history | 224.52K | $9.09K | 0.00% | Add |
Q4 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 6.42M | $263.06M | 0.01% | Hold |
| Vanguard Group history | 5.45M | $223.37M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 1.71M | $69.95M | 0.01% | Add |
| Geode Capital Management history | 1.10M | $45.01M | 0.00% | Reduce |
| Millennium Management history | 757.26K | $31.03M | 0.01% | Reduce |
| Janus Henderson Group history | 724.77K | $29.70M | 0.01% | Reduce |
| Morgan Stanley history | 607.54K | $24.90M | 0.00% | Add |
| JPMorgan Chase & Co history | 580.03K | $23.77M | 0.00% | Reduce |
| Northern Trust Corp history | 552.44K | $22.64M | 0.00% | Reduce |
| BNY Mellon history | 389.77K | $15.97M | 0.00% | Reduce |
| Deutsche Bank AG history | 378.14K | $15.50M | 0.01% | Hold |
| Goldman Sachs Group history | 281.87K | $11.55M | 0.00% | Add |
| Point72 Asset Management history | 265.68K | $10.89M | 0.01% | New |
| Principal Global Investors history | 259.93K | $10.65M | 0.01% | Add |
| Invesco Ltd history | 243.36K | $9.97M | 0.00% | Add |
| Two Sigma Investments history | 227.69K | $9.33M | 0.01% | Reduce |
| PSP Investments history | 190.08K | $7.79M | 0.03% | Reduce |
| Wellington Management Group history | 184.98K | $7.58M | 0.00% | Reduce |
| UBS Group AG history | 128.62K | $5.27M | 0.00% | Reduce |
| Legal & General Investment Management America history | 110.54K | $4.53M | 0.00% | Reduce |
| Franklin Resources history | 110.30K | $4.52M | 0.00% | Reduce |
| Prudential Financial history | 109.17K | $4.47M | 0.01% | Reduce |
| Bank of America Corp history | 103.24K | $4.23M | 0.00% | Reduce |
| AQR Capital Management history | 93.99K | $3.85M | 0.00% | Reduce |
| D. E. Shaw & Co history | 88.68K | $3.63M | 0.00% | Add |
| Citadel Advisors history | 87.75K | $3.60M | 0.00% | Hold |
| Arrowstreet Capital history | 72.75K | $2.98M | 0.00% | Reduce |
| Wells Fargo & Co history | 56.17K | $2.30M | 0.00% | Add |
| Citigroup Inc history | 41.40K | $1.70M | 0.00% | Reduce |
| Manulife Financial history | 19.05K | $780.75K | 0.00% | Reduce |
| Balyasny Asset Management history | 15.10K | $618.84K | 0.00% | Reduce |
| Royce & Associates history | 8.23K | $337.39K | 0.00% | Hold |
| CPP Investments history | 6.70K | $274.57K | 0.00% | New |
| Amundi US history | 6.65K | $272.44K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 6.62K | $271.16K | 0.00% | Reduce |
| PNC Financial Services history | 4.51K | $184.66K | 0.00% | Add |
| T. Rowe Price Associates history | 187.43K | $7.68K | 0.00% | Add |
Q3 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 6.39M | $277.84M | 0.01% | Reduce |
| Vanguard Group history | 5.57M | $242.23M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 1.69M | $73.66M | 0.01% | Hold |
| Geode Capital Management history | 1.11M | $48.10M | 0.00% | Hold |
| Millennium Management history | 796.89K | $34.66M | 0.01% | Add |
| Janus Henderson Group history | 761.00K | $33.10M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 608.57K | $26.47M | 0.00% | Add |
| Northern Trust Corp history | 586.22K | $25.49M | 0.00% | Reduce |
| Morgan Stanley history | 529.76K | $23.04M | 0.00% | Add |
| BNY Mellon history | 422.19K | $18.36M | 0.00% | Reduce |
| Deutsche Bank AG history | 376.30K | $16.37M | 0.01% | Add |
| Two Sigma Investments history | 273.73K | $11.90M | 0.02% | Add |
| Principal Global Investors history | 248.36K | $10.80M | 0.01% | Reduce |
| Wellington Management Group history | 240.81K | $10.47M | 0.00% | Reduce |
| Invesco Ltd history | 236.02K | $10.26M | 0.00% | Reduce |
| Goldman Sachs Group history | 225.41K | $9.80M | 0.00% | Reduce |
| PSP Investments history | 203.00K | $8.83M | 0.03% | Add |
| Franklin Resources history | 142.18K | $6.18M | 0.00% | Add |
| UBS Group AG history | 133.36K | $5.80M | 0.00% | Reduce |
| Legal & General Investment Management America history | 114.13K | $4.96M | 0.00% | Reduce |
| Prudential Financial history | 112.17K | $4.88M | 0.01% | Add |
| Bank of America Corp history | 107.94K | $4.69M | 0.00% | Add |
| AQR Capital Management history | 96.20K | $4.18M | 0.00% | Reduce |
| Citadel Advisors history | 87.70K | $3.81M | 0.00% | Reduce |
| Arrowstreet Capital history | 77.51K | $3.37M | 0.00% | Reduce |
| Citigroup Inc history | 51.30K | $2.23M | 0.00% | Reduce |
| Wells Fargo & Co history | 40.89K | $1.78M | 0.00% | Add |
| D. E. Shaw & Co history | 40.50K | $1.76M | 0.00% | Reduce |
| Manulife Financial history | 20.72K | $901.16K | 0.00% | Reduce |
| Balyasny Asset Management history | 16.17K | $703.06K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 10.75K | $467.47K | 0.00% | Add |
| Royce & Associates history | 8.23K | $358.05K | 0.00% | Hold |
| Amundi US history | 7.60K | $328.05K | 0.00% | Hold |
| Marshall Wace history | 6.70K | $291.38K | 0.00% | New |
| PNC Financial Services history | 4.34K | $188.83K | 0.00% | Add |
| T. Rowe Price Associates history | 168.97K | $7.35K | 0.00% | Add |
Q2 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 6.43M | $275.33M | 0.01% | Reduce |
| Vanguard Group history | 5.66M | $242.19M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 1.69M | $72.17M | 0.01% | Hold |
| Geode Capital Management history | 1.11M | $47.55M | 0.00% | Add |
| Janus Henderson Group history | 768.71K | $32.90M | 0.02% | Add |
| Millennium Management history | 739.32K | $31.64M | 0.02% | Add |
| Northern Trust Corp history | 596.08K | $25.51M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 580.46K | $24.84M | 0.00% | Reduce |
| Morgan Stanley history | 513.39K | $21.97M | 0.00% | Reduce |
| BNY Mellon history | 431.04K | $18.45M | 0.00% | Add |
| Deutsche Bank AG history | 368.63K | $15.78M | 0.01% | Reduce |
| Goldman Sachs Group history | 292.86K | $12.53M | 0.00% | Reduce |
| Principal Global Investors history | 279.11K | $11.95M | 0.01% | Add |
| Invesco Ltd history | 275.16K | $11.78M | 0.00% | Reduce |
| Wellington Management Group history | 244.14K | $10.45M | 0.00% | Reduce |
| Two Sigma Investments history | 215.63K | $9.23M | 0.02% | Reduce |
| PSP Investments history | 183.70K | $7.86M | 0.03% | Add |
| UBS Group AG history | 146.06K | $6.25M | 0.00% | Add |
| AQR Capital Management history | 141.79K | $6.07M | 0.01% | Reduce |
| Franklin Resources history | 139.85K | $5.99M | 0.00% | Reduce |
| Legal & General Investment Management America history | 123.12K | $5.27M | 0.00% | Reduce |
| Prudential Financial history | 110.17K | $4.72M | 0.01% | Add |
| Bank of America Corp history | 100.49K | $4.30M | 0.00% | Reduce |
| Citadel Advisors history | 94.14K | $4.03M | 0.00% | Reduce |
| Arrowstreet Capital history | 81.79K | $3.50M | 0.00% | Add |
| Citigroup Inc history | 81.26K | $3.48M | 0.00% | Reduce |
| D. E. Shaw & Co history | 50.15K | $2.15M | 0.00% | Reduce |
| Balyasny Asset Management history | 39.51K | $1.69M | 0.00% | Add |
| Wells Fargo & Co history | 35.73K | $1.53M | 0.00% | Reduce |
| Manulife Financial history | 22.20K | $950.20K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 10.59K | $453.21K | 0.00% | Reduce |
| Royce & Associates history | 8.23K | $352.37K | 0.00% | New |
| Amundi US history | 7.60K | $337.40K | 0.00% | Reduce |
| PNC Financial Services history | 4.17K | $178.48K | 0.00% | Reduce |
| T. Rowe Price Associates history | 145.94K | $6.25K | 0.00% | Add |
| Lazard Asset Management history | 5.61K | $239 | 0.00% | Add |
Q1 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 6.66M | $266.55M | 0.01% | Hold |
| Vanguard Group history | 5.74M | $229.81M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 1.69M | $67.56M | 0.01% | Add |
| Geode Capital Management history | 1.10M | $44.22M | 0.00% | Add |
| Janus Henderson Group history | 644.54K | $25.94M | 0.01% | Add |
| Northern Trust Corp history | 629.80K | $25.20M | 0.00% | Reduce |
| Morgan Stanley history | 624.68K | $25.00M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 594.12K | $23.78M | 0.00% | Reduce |
| Millennium Management history | 534.04K | $21.37M | 0.01% | Add |
| Goldman Sachs Group history | 466.98K | $18.69M | 0.00% | Reduce |
| BNY Mellon history | 426.39K | $17.06M | 0.00% | Reduce |
| Invesco Ltd history | 405.89K | $16.24M | 0.00% | Reduce |
| Deutsche Bank AG history | 375.52K | $15.03M | 0.01% | Reduce |
| Two Sigma Investments history | 278.11K | $11.13M | 0.03% | Add |
| Wellington Management Group history | 272.92K | $10.92M | 0.00% | Reduce |
| Principal Global Investors history | 259.82K | $10.40M | 0.01% | Add |
| AQR Capital Management history | 150.97K | $6.04M | 0.01% | Add |
| PSP Investments history | 145.51K | $5.82M | 0.03% | Add |
| Franklin Resources history | 142.59K | $5.71M | 0.00% | Reduce |
| Citadel Advisors history | 137.44K | $5.50M | 0.00% | Add |
| Legal & General Investment Management America history | 123.97K | $4.96M | 0.00% | Reduce |
| Prudential Financial history | 108.15K | $4.33M | 0.01% | Add |
| Bank of America Corp history | 104.50K | $4.18M | 0.00% | Hold |
| Citigroup Inc history | 98.93K | $3.96M | 0.00% | Reduce |
| UBS Group AG history | 84.69K | $3.39M | 0.00% | Reduce |
| D. E. Shaw & Co history | 70.28K | $2.81M | 0.00% | Add |
| Arrowstreet Capital history | 49.97K | $2.00M | 0.00% | Reduce |
| Wells Fargo & Co history | 36.55K | $1.46M | 0.00% | Reduce |
| CDPQ (Caisse de Depot) history | 30.90K | $1.24M | 0.00% | New |
| Manulife Financial history | 22.86K | $914.70K | 0.00% | Add |
| Balyasny Asset Management history | 18.42K | $737.01K | 0.00% | Reduce |
| Amundi US history | 19.35K | $710.29K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 11.06K | $442.50K | 0.00% | Reduce |
| PNC Financial Services history | 4.21K | $168.28K | 0.00% | Hold |
| T. Rowe Price Associates history | 130.20K | $5.21K | 0.00% | Add |
| Lazard Asset Management history | 5.46K | $218 | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 213.70K sh · $10.60M
- Marshall Wace 135.80K sh · $6.66M
- Arrowstreet Capital 72.44K sh · $3.55M
- Renaissance Technologies 18.03K sh · $884.93K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 22.00K sh · $890.66K
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 | 6.16M | 6.21M | 6.42M | 6.39M | 6.43M | 6.66M | 6.68M | 6.82M | — | — | — | — | — | — | — | — | — | — | — | — |
| Charles Schwab Investment Management | 1.56M | 1.42M | 1.71M | 1.69M | 1.69M | 1.69M | 1.65M | 1.64M | 1.64M | 1.65M | 1.29M | 1.30M | 1.28M | 1.21M | 504.17K | 499.50K | 503.77K | 506.31K | 524.68K | 539.80K |
| Geode Capital Management | 1.17M | 1.13M | 1.10M | 1.11M | 1.11M | 1.10M | 1.07M | 1.08M | 1.08M | 1.04M | 1.00M | 966.11K | 932.43K | 921.54K | 872.05K | 837.50K | 844.37K | 871.90K | 871.50K | 913.46K |
| Goldman Sachs Group | 639.02K | 511.57K | 281.87K | 225.41K | 292.86K | 466.98K | 545.14K | 492.41K | 496.92K | 685.78K | 611.13K | 385.47K | 313.33K | 203.49K | 220.26K | 380.04K | 650.93K | 566.28K | 696.22K | 231.58K |
| Two Sigma Investments | 608.89K | 511.96K | 227.69K | 273.73K | 215.63K | 278.11K | 137.35K | 133.48K | 142.17K | 79.53K | 35.73K | 121.11K | 160.61K | 181.97K | 141.30K | 98.69K | 84.86K | 37.40K | 31.67K | 11.15K |
| Northern Trust Corp | 581.10K | 560.56K | 552.44K | 586.22K | 596.08K | 629.80K | 650.84K | 602.40K | 602.80K | 617.35K | 652.56K | 655.07K | 654.37K | 643.60K | 652.66K | 643.42K | 659.65K | 681.86K | 705.11K | 732.96K |
| Morgan Stanley | 492.39K | 498.74K | 607.54K | 529.76K | 513.39K | 624.68K | 734.42K | 951.67K | 941.60K | 968.49K | 774.35K | 771.76K | 869.43K | 721.07K | 749.63K | 768.83K | 764.43K | 246.59K | 199.37K | 199.56K |
| Millennium Management | 435.22K | 614.75K | 757.26K | 796.89K | 739.32K | 534.04K | 308.57K | 375.24K | 399.81K | 575.39K | 126.77K | 207.20K | 41.81K | 495.26K | 868.25K | 562.18K | 214.61K | 551.69K | 625.30K | 404.47K |
| Deutsche Bank AG | 420.86K | 416.07K | 378.14K | 376.30K | 368.63K | 375.52K | 379.10K | 365.29K | 359.32K | 362.03K | 363.94K | 364.44K | 361.59K | 373.31K | 364.46K | 360.28K | 367.01K | 371.79K | 374.35K | 374.20K |
| BNY Mellon | 380.82K | 380.26K | 389.77K | 422.19K | 431.04K | 426.39K | 453.26K | 465.47K | 511.54K | 508.79K | 534.04K | 528.25K | 537.54K | 549.29K | 554.51K | 496.65K | 493.97K | 512.99K | 529.96K | 552.10K |
| AQR Capital Management | 279.47K | 207.98K | 93.99K | 96.20K | 141.79K | 150.97K | 148.50K | 160.16K | 137.52K | 94.52K | 20.09K | 47.72K | 63.44K | 165.67K | 180.20K | 148.56K | 70.23K | 71.81K | 84.58K | 60.05K |
| Principal Global Investors | 273.77K | 274.21K | 259.93K | 248.36K | 279.11K | 259.82K | 251.77K | 245.38K | 256.45K | 264.29K | 245.15K | 254.37K | 270.31K | 287.57K | 290.96K | 304.93K | 332.23K | 328.12K | 332.14K | 352.59K |
| Invesco Ltd | 249.18K | 247.69K | 243.36K | 236.02K | 275.16K | 405.89K | 654.10K | 657.30K | 509.52K | 353.95K | 388.81K | 541.54K | 580.56K | 597.02K | 637.37K | 426.54K | 410.36K | 438.68K | 359.35K | 312.96K |
| Point72 Asset Management | 223.19K | 201.16K | 265.68K | — | — | — | 4.06K | — | 7.20K | 1.40K | — | 4.07K | — | 1.35K | 28 | — | — | — | — | — |
| JPMorgan Chase & Co | 213.70K | — | 580.03K | 608.57K | 580.46K | 594.12K | 894.05K | 851.71K | 866.18K | 1.01M | 1.39M | 1.46M | 1.54M | 1.38M | 1.37M | 986.74K | 846.23K | 498.25K | 495.88K | 412.06K |
| PSP Investments | 207.65K | 220.16K | 190.08K | 203.00K | 183.70K | 145.51K | 114.38K | 98.74K | 103.44K | 96.47K | 97.65K | 58.25K | 84.36K | 83.68K | 86.53K | 87.17K | 89.97K | 92.65K | 101.53K | 105.53K |
| Franklin Resources | 187.46K | 150.93K | 110.30K | 142.18K | 139.85K | 142.59K | 166.00K | 213.45K | 257.86K | 256.67K | 37.85K | 38.34K | 20.16K | 20.07K | 20.04K | 20.03K | 19.66K | 28.83K | 28.83K | 28.89K |
| Marshall Wace | 135.80K | — | — | 6.70K | — | — | — | 46.41K | 56.39K | — | — | — | — | — | — | — | — | — | 22.69K | — |
| Bank of America Corp | 124.90K | 132.51K | 103.24K | 107.94K | 100.49K | 104.50K | 104.18K | 93.82K | 156.43K | 130.43K | 110.75K | 67.06K | 66.21K | 76.43K | 83.37K | 107.69K | 65.52K | 90.69K | 137.15K | 124.22K |
| Prudential Financial | 102.08K | 111.98K | 109.17K | 112.17K | 110.17K | 108.15K | 68.00K | 67.63K | 69.70K | 77.15K | 83.31K | 163.80K | 118.03K | 171.73K | 247.14K | 249.34K | 254.60K | 239.50K | 251.29K | 327.93K |
▲ 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