OKTA — OKTA INC
Reported value held$11.74B
Funds holding (latest)64
SectorTechnology
Funds holding (Q2 2026)38
Institutional value$9.65B · 71.31M sh
New / Add / Cut / Exit2 / 19 / 16 / 5
Top-5 / Top-10 concentration64.6% / 81.2%
Institutional holdings change
Accumulating +20.1%
(+11.94M sh)
Institutional value change
Up +177.4%
As of Q2 2026, 38 SEC-registered investment managers reported holding OKTA (OKTA INC) in their latest 13F filings, with a combined reported value of $9.65B across 71.31M shares. That is +20.1% by share count (+11.94M shares) versus the previous quarter, while reported value moved +177.4%. Ownership is concentrated: the five largest holders account for 64.6% of reported value and the top ten for 81.2%.
Compared with the prior quarter, 2 opened new positions, 19 added to existing stakes, 16 trimmed, 5 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
OKTA is classified in the Technology 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 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 18.70M | $2.55B | 0.04% | Add |
| Fidelity Management & Research (FMR) history | 16.27M | $2.22B | 0.11% | Add |
| Citadel Advisors history | 4.04M | $551.63M | 0.07% | Reduce |
| Morgan Stanley history | 3.44M | $469.44M | 0.03% | Add |
| Geode Capital Management history | 3.27M | $445.23M | 0.02% | Reduce |
| MFS Investment Management history | 3.06M | $420.87M | 0.14% | Reduce |
| JPMorgan Chase & Co history | 2.71M | $356.85M | 0.04% | New |
| UBS Group AG history | 2.51M | $342.66M | 0.05% | Reduce |
| Point72 Asset Management history | 1.87M | $254.58M | 0.29% | Reduce |
| Northern Trust Corp history | 1.62M | $220.44M | 0.03% | Reduce |
| Charles Schwab Investment Management history | 1.51M | $205.88M | 0.03% | Add |
| Wellington Management Group history | 1.46M | $198.83M | 0.04% | Reduce |
| BNY Mellon history | 1.25M | $170.44M | 0.03% | Add |
| Millennium Management history | 1.08M | $147.85M | 0.06% | Reduce |
| Bank of America Corp history | 1.01M | $137.98M | 0.01% | Reduce |
| Balyasny Asset Management history | 1.00M | $137.02M | 0.18% | Add |
| Legal & General Investment Management America history | 900.26K | $122.84M | 0.03% | Reduce |
| Goldman Sachs Group history | 879.98K | $120.07M | 0.01% | Add |
| Wells Fargo & Co history | 764.51K | $104.32M | 0.02% | Add |
| Norges Bank Investment Management history | 685.70K | $93.56M | 0.01% | Reduce |
| Invesco Ltd history | 504.81K | $68.88M | 0.01% | Reduce |
| Amundi US history | 498.73K | $68.05M | 0.02% | Reduce |
| Principal Global Investors history | 454.62K | $62.03M | 0.03% | Add |
| Deutsche Bank AG history | 440.85K | $60.15M | 0.02% | Add |
| Citigroup Inc history | 215.68K | $29.43M | 0.01% | Hold |
| AQR Capital Management history | 174.58K | $23.23M | 0.01% | Add |
| D. E. Shaw & Co history | 138.06K | $18.84M | 0.01% | Add |
| Manulife Financial history | 102.19K | $13.94M | 0.01% | Reduce |
| Marshall Wace history | 65.53K | $8.94M | 0.01% | Reduce |
| National Pension Service of Korea history | 43.89K | $5.99M | 0.00% | Add |
| Fidelity International (FIL) history | 43.88K | $5.99M | 0.00% | Add |
| Prudential Financial history | 32.75K | $4.47M | 0.01% | Add |
| Two Sigma Investments history | 21.20K | $2.89M | 0.00% | New |
| CDPQ (Caisse de Depot) history | 16.88K | $2.30M | 0.00% | Add |
| Saudi Arabian Monetary Authority history | 11.84K | $1.62M | 0.02% | Add |
| PNC Financial Services history | 10.97K | $1.50M | 0.00% | Add |
| Franklin Resources history | 6.54K | $892.93K | 0.00% | Reduce |
| T. Rowe Price Associates history | 499.64K | $68.18K | 0.01% | Add |
Q1 2026 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 11.34M | $892.79M | 0.05% | Add |
| Citadel Advisors history | 4.30M | $338.57M | 0.06% | Add |
| UBS Group AG history | 3.91M | $307.63M | 0.05% | Add |
| MFS Investment Management history | 3.74M | $295.82M | 0.10% | Reduce |
| Geode Capital Management history | 3.39M | $265.88M | 0.02% | Add |
| Point72 Asset Management history | 2.79M | $219.63M | 0.29% | Add |
| Wellington Management Group history | 1.80M | $141.37M | 0.03% | Add |
| Millennium Management history | 1.67M | $131.16M | 0.06% | Add |
| Northern Trust Corp history | 1.63M | $128.54M | 0.02% | Hold |
| Bank of America Corp history | 1.50M | $117.82M | 0.01% | Hold |
| Charles Schwab Investment Management history | 1.44M | $113.43M | 0.02% | Add |
| Legal & General Investment Management America history | 937.34K | $73.78M | 0.02% | Reduce |
| Balyasny Asset Management history | 831.63K | $65.46M | 0.09% | Reduce |
| Wells Fargo & Co history | 717.11K | $56.44M | 0.01% | Add |
| Amundi US history | 609.21K | $47.95M | 0.01% | Add |
| CPP Investments history | 561.10K | $44.16M | 0.03% | Reduce |
| Invesco Ltd history | 540.44K | $42.54M | 0.01% | Reduce |
| Capital World Investors history | 500.00K | $39.35M | 0.01% | Hold |
| Marshall Wace history | 422.74K | $33.27M | 0.03% | Add |
| Deutsche Bank AG history | 398.48K | $31.36M | 0.01% | Reduce |
| Principal Global Investors history | 379.43K | $29.87M | 0.02% | Add |
| Citigroup Inc history | 215.49K | $16.96M | 0.01% | Reduce |
| Soros Fund Management history | 10.50M | $10.42M | 0.12% | Hold |
| Manulife Financial history | 112.53K | $8.86M | 0.01% | Add |
| AQR Capital Management history | 73.57K | $5.72M | 0.00% | Reduce |
| D. E. Shaw & Co history | 60.77K | $4.78M | 0.00% | Reduce |
| BlackRock Inc history | 3.68M | $3.64M | 0.00% | Hold |
| Bridgewater Associates history | 43.65K | $3.44M | 0.01% | Reduce |
| National Pension Service of Korea history | 35.64K | $2.80M | 0.00% | New |
| Janus Henderson Group history | 14.86K | $1.17M | 0.00% | Hold |
| Franklin Resources history | 10.47K | $823.78K | 0.00% | Reduce |
| Prudential Financial history | 9.20K | $724.13K | 0.00% | Reduce |
| PNC Financial Services history | 8.95K | $704.06K | 0.00% | Reduce |
| Fidelity International (FIL) history | 7.08K | $557.66K | 0.00% | New |
| Saudi Arabian Monetary Authority history | 6.25K | $492.33K | 0.01% | New |
| Goldman Sachs Group history | 424.00K | $419.76K | 0.00% | Hold |
| BNY Mellon history | 400.00K | $396.60K | 0.00% | Hold |
| CDPQ (Caisse de Depot) history | 4.95K | $389.61K | 0.00% | New |
| T. Rowe Price Associates history | 353.30K | $27.81K | 0.00% | Reduce |
| Morgan Stanley history | 20.00K | $19.80K | 0.00% | Hold |
Q4 2025 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 18.05M | $1.56B | 0.02% | Reduce |
| Fidelity Management & Research (FMR) history | 10.01M | $865.46M | 0.05% | Add |
| MFS Investment Management history | 4.25M | $367.48M | 0.12% | Reduce |
| Citadel Advisors history | 4.06M | $351.18M | 0.05% | Add |
| Geode Capital Management history | 3.26M | $281.25M | 0.02% | Add |
| Norges Bank Investment Management history | 2.03M | $175.19M | 0.02% | Reduce |
| UBS Group AG history | 1.67M | $144.39M | 0.02% | Add |
| Northern Trust Corp history | 1.64M | $141.47M | 0.02% | Hold |
| Point72 Asset Management history | 1.58M | $136.53M | 0.16% | Add |
| Bank of America Corp history | 1.49M | $128.87M | 0.01% | Reduce |
| Balyasny Asset Management history | 1.39M | $119.80M | 0.16% | Add |
| Charles Schwab Investment Management history | 1.33M | $114.74M | 0.02% | Add |
| Legal & General Investment Management America history | 974.38K | $84.25M | 0.02% | Reduce |
| CPP Investments history | 816.70K | $70.62M | 0.05% | Add |
| Millennium Management history | 565.66K | $48.91M | 0.02% | Reduce |
| Invesco Ltd history | 548.74K | $47.45M | 0.01% | Add |
| Wells Fargo & Co history | 513.16K | $44.37M | 0.01% | Reduce |
| Amundi US history | 508.95K | $44.01M | 0.01% | Add |
| Capital World Investors history | 500.00K | $43.23M | 0.01% | Reduce |
| Whale Rock Capital Management history | 434.85K | $37.60M | 0.48% | Hold |
| Deutsche Bank AG history | 403.05K | $34.85M | 0.01% | Add |
| Citigroup Inc history | 398.56K | $34.46M | 0.02% | Add |
| Principal Global Investors history | 361.68K | $31.27M | 0.02% | Reduce |
| AQR Capital Management history | 353.04K | $30.53M | 0.02% | Reduce |
| Marshall Wace history | 347.72K | $30.07M | 0.03% | Reduce |
| D. E. Shaw & Co history | 263.15K | $22.75M | 0.01% | Reduce |
| Bridgewater Associates history | 217.03K | $18.77M | 0.07% | Add |
| JPMorgan Chase & Co history | 14.62M | $14.32M | 0.00% | Reduce |
| Soros Fund Management history | 10.50M | $10.30M | 0.13% | Hold |
| Manulife Financial history | 92.73K | $8.02M | 0.01% | Reduce |
| BlackRock Inc history | 3.68M | $3.59M | 0.00% | Hold |
| Prudential Financial history | 17.56K | $1.54M | 0.00% | Add |
| Janus Henderson Group history | 14.86K | $1.29M | 0.00% | Add |
| Franklin Resources history | 12.26K | $1.06M | 0.00% | Reduce |
| Wellington Management Group history | 11.76K | $1.02M | 0.00% | Reduce |
| PNC Financial Services history | 10.74K | $929.16K | 0.00% | Add |
| Goldman Sachs Group history | 424.00K | $413.82K | 0.00% | Hold |
| BNY Mellon history | 400.00K | $391.76K | 0.00% | Hold |
| T. Rowe Price Associates history | 708.36K | $61.25K | 0.01% | Add |
| Morgan Stanley history | 20.00K | $19.52K | 0.00% | Reduce |
Q3 2025 — 43 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 19.80M | $1.82B | 0.03% | Add |
| Fidelity Management & Research (FMR) history | 9.80M | $898.41M | 0.05% | Add |
| MFS Investment Management history | 4.64M | $425.08M | 0.13% | Add |
| Geode Capital Management history | 3.20M | $292.96M | 0.02% | Add |
| Citadel Advisors history | 2.13M | $195.47M | 0.03% | Add |
| Bank of America Corp history | 1.97M | $180.34M | 0.01% | Add |
| Northern Trust Corp history | 1.63M | $149.57M | 0.02% | Add |
| UBS Group AG history | 1.62M | $148.72M | 0.02% | Add |
| Marshall Wace history | 1.32M | $121.11M | 0.12% | Add |
| Charles Schwab Investment Management history | 1.30M | $118.77M | 0.02% | Add |
| Point72 Asset Management history | 1.11M | $101.88M | 0.18% | New |
| Legal & General Investment Management America history | 1.01M | $92.51M | 0.02% | Add |
| AQR Capital Management history | 947.74K | $86.91M | 0.06% | Reduce |
| D. E. Shaw & Co history | 632.70K | $58.02M | 0.04% | Add |
| Wells Fargo & Co history | 547.09K | $50.17M | 0.01% | Add |
| Capital World Investors history | 505.61K | $46.36M | 0.01% | Hold |
| Amundi US history | 451.07K | $42.27M | 0.01% | Add |
| Invesco Ltd history | 460.63K | $42.24M | 0.01% | Add |
| Whale Rock Capital Management history | 434.85K | $39.88M | 0.47% | Hold |
| Deutsche Bank AG history | 372.62K | $34.17M | 0.01% | Add |
| Principal Global Investors history | 370.68K | $33.99M | 0.02% | Reduce |
| Balyasny Asset Management history | 284.25K | $26.07M | 0.03% | Add |
| CPP Investments history | 183.50K | $16.83M | 0.01% | Add |
| JPMorgan Chase & Co history | 16.71M | $16.23M | 0.00% | Add |
| Millennium Management history | 15.00M | $14.59M | 0.01% | Add |
| Bridgewater Associates history | 140.56K | $12.89M | 0.05% | Reduce |
| Renaissance Technologies history | 129.30K | $11.86M | 0.02% | Reduce |
| Soros Fund Management history | 10.50M | $10.21M | 0.16% | Hold |
| Citigroup Inc history | 102.58K | $9.41M | 0.00% | Reduce |
| Manulife Financial history | 95.91K | $8.80M | 0.01% | Reduce |
| CDPQ (Caisse de Depot) history | 74.95K | $6.87M | 0.01% | Add |
| Morgan Stanley history | 4.99M | $4.84M | 0.00% | Add |
| Two Sigma Investments history | 50.39K | $4.62M | 0.01% | Add |
| BlackRock Inc history | 3.68M | $3.57M | 0.00% | Add |
| Wellington Management Group history | 2.12M | $2.07M | 0.00% | Add |
| Prudential Financial history | 16.01K | $1.47M | 0.00% | Reduce |
| Franklin Resources history | 1.10M | $1.08M | 0.00% | Add |
| PNC Financial Services history | 10.26K | $940.65K | 0.00% | Add |
| Janus Henderson Group history | 10.16K | $931.43K | 0.00% | Reduce |
| Goldman Sachs Group history | 424.00K | $411.48K | 0.00% | Hold |
| BNY Mellon history | 400.00K | $388.44K | 0.00% | Hold |
| T. Rowe Price Associates history | 681.14K | $62.46K | 0.01% | Reduce |
| Lazard Asset Management history | 5.00M | $48.77K | 0.00% | Add |
Q2 2025 — 45 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 18.73M | $1.87B | 0.03% | Add |
| MFS Investment Management history | 4.46M | $445.43M | 0.14% | Add |
| Geode Capital Management history | 3.16M | $314.49M | 0.02% | Add |
| Norges Bank Investment Management history | 2.12M | $211.92M | 0.03% | Reduce |
| Citadel Advisors history | 2.00M | $200.41M | 0.04% | Reduce |
| Northern Trust Corp history | 1.57M | $157.02M | 0.02% | Add |
| Charles Schwab Investment Management history | 1.24M | $124.37M | 0.02% | Add |
| AQR Capital Management history | 1.18M | $117.12M | 0.10% | Add |
| Marshall Wace history | 1.12M | $111.73M | 0.13% | Add |
| Legal & General Investment Management America history | 963.32K | $96.30M | 0.02% | Add |
| Renaissance Technologies history | 510.62K | $51.05M | 0.07% | Add |
| D. E. Shaw & Co history | 507.36K | $50.72M | 0.04% | Reduce |
| Capital World Investors history | 503.47K | $50.33M | 0.01% | Hold |
| Whale Rock Capital Management history | 434.85K | $43.47M | 0.60% | Reduce |
| Invesco Ltd history | 430.84K | $43.07M | 0.01% | Add |
| Alkeon Capital Management history | 380.00K | $37.99M | 0.06% | Reduce |
| Principal Global Investors history | 379.52K | $37.94M | 0.02% | Add |
| Millennium Management history | 294.29K | $29.42M | 0.01% | Reduce |
| Deutsche Bank AG history | 248.40K | $24.83M | 0.01% | Add |
| Bridgewater Associates history | 231.63K | $23.16M | 0.09% | New |
| JPMorgan Chase & Co history | 12.73M | $12.63M | 0.00% | Add |
| CPP Investments history | 107.60K | $10.76M | 0.01% | Add |
| Manulife Financial history | 101.53K | $10.15M | 0.01% | Add |
| Soros Fund Management history | 10.50M | $10.09M | 0.14% | Hold |
| Balyasny Asset Management history | 73.77K | $7.37M | 0.01% | Add |
| CDPQ (Caisse de Depot) history | 56.41K | $5.64M | 0.01% | New |
| Two Sigma Investments history | 39.58K | $3.96M | 0.01% | Reduce |
| Wellington Management Group history | 37.90K | $3.79M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 3.54M | $3.50M | 0.00% | Hold |
| BlackRock Inc history | 3.58M | $3.41M | 0.00% | Add |
| Prudential Financial history | 27.48K | $2.16M | 0.00% | Add |
| Morgan Stanley history | 2.06M | $2.04M | 0.00% | Reduce |
| Janus Henderson Group history | 11.96K | $1.20M | 0.00% | Add |
| Franklin Resources history | 10.83K | $1.08M | 0.00% | Add |
| PNC Financial Services history | 8.86K | $885.93K | 0.00% | Add |
| Citigroup Inc history | 468.00K | $463.32K | 0.00% | Add |
| Goldman Sachs Group history | 424.00K | $404.50K | 0.00% | Hold |
| BNY Mellon history | 400.00K | $383.40K | 0.00% | Hold |
| T. Rowe Price Associates history | 1.27M | $126.92K | 0.01% | Add |
| Amundi US history | 100.00K | $99.00K | 0.00% | Hold |
| Wells Fargo & Co history | 50.00K | $49.62K | 0.00% | Hold |
| Bank of America Corp history | 34.60K | $34.25K | 0.00% | Reduce |
| Oaktree Capital Management history | 10.00K | $9.95K | 0.02% | New |
| UBS Group AG history | 6.00K | $5.94K | 0.00% | Hold |
| Lazard Asset Management history | 5.04K | $504 | 0.00% | Reduce |
Q1 2025 — 45 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 17.79M | $1.87B | 0.03% | Add |
| MFS Investment Management history | 3.70M | $389.31M | 0.13% | Add |
| Citadel Advisors history | 2.95M | $310.81M | 0.06% | Add |
| Geode Capital Management history | 2.84M | $298.20M | 0.02% | Add |
| Whale Rock Capital Management history | 2.54M | $267.59M | 4.64% | Add |
| Alkeon Capital Management history | 1.90M | $199.92M | 0.42% | New |
| Charles Schwab Investment Management history | 1.21M | $127.08M | 0.02% | Add |
| Northern Trust Corp history | 1.08M | $113.69M | 0.02% | Add |
| AQR Capital Management history | 1.03M | $107.76M | 0.11% | Add |
| Arrowstreet Capital history | 932.70K | $98.14M | 0.08% | Reduce |
| Marshall Wace history | 916.58K | $96.44M | 0.12% | Reduce |
| Legal & General Investment Management America history | 866.44K | $91.17M | 0.03% | Add |
| D. E. Shaw & Co history | 68.94M | $66.01M | 0.06% | Hold |
| Capital World Investors history | 501.00K | $52.72M | 0.01% | Hold |
| Invesco Ltd history | 321.23K | $33.80M | 0.01% | Add |
| Two Sigma Investments history | 251.61K | $26.47M | 0.06% | New |
| Renaissance Technologies history | 228.41K | $24.03M | 0.04% | Reduce |
| Deutsche Bank AG history | 226.27K | $23.81M | 0.01% | Add |
| Point72 Asset Management history | 125.96K | $13.25M | 0.03% | Reduce |
| Soros Fund Management history | 10.50M | $10.04M | 0.17% | Hold |
| Balyasny Asset Management history | 48.70K | $5.12M | 0.01% | Reduce |
| Morgan Stanley history | 4.99M | $4.76M | 0.00% | Reduce |
| CPP Investments history | 39.40K | $4.15M | 0.00% | Reduce |
| Millennium Management history | 3.71M | $3.64M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 3.54M | $3.46M | 0.00% | Add |
| BlackRock Inc history | 3.18M | $3.03M | 0.00% | Reduce |
| Wellington Management Group history | 13.80K | $1.45M | 0.00% | Reduce |
| Bank of America Corp history | 1.39M | $1.33M | 0.00% | Reduce |
| Janus Henderson Group history | 11.20K | $1.21M | 0.00% | Reduce |
| Franklin Resources history | 10.70K | $1.13M | 0.00% | Add |
| Principal Global Investors history | 9.17K | $965.08K | 0.00% | Reduce |
| Manulife Financial history | 8.98K | $944.88K | 0.00% | Add |
| PNC Financial Services history | 6.60K | $694.24K | 0.00% | Add |
| Prudential Financial history | 8.35K | $658.30K | 0.00% | Reduce |
| Goldman Sachs Group history | 424.00K | $404.50K | 0.00% | Add |
| BNY Mellon history | 400.00K | $382.16K | 0.00% | Hold |
| Citigroup Inc history | 356.00K | $348.35K | 0.00% | Add |
| Moore Capital Management history | 2.71K | $285.57K | 0.01% | New |
| Amundi US history | 100.00K | $97.75K | 0.00% | Hold |
| JPMorgan Chase & Co history | 500 | $52.61K | 0.00% | Reduce |
| Wells Fargo & Co history | 50.00K | $48.97K | 0.00% | Hold |
| T. Rowe Price Associates history | 119.25K | $12.55K | 0.00% | Add |
| Saudi Arabian Monetary Authority history | 65 | $6.84K | 0.04% | New |
| UBS Group AG history | 6.00K | $5.87K | 0.00% | Hold |
| Lazard Asset Management history | 18.01K | $1.90K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 2.71M sh · $356.85M
- Two Sigma Investments 21.20K sh · $2.89M
Fully Exited (vs previous quarter)
- CPP Investments sold 561.10K sh · $44.16M
- Capital World Investors sold 500.00K sh · $39.35M
- Soros Fund Management sold 10.50M sh · $10.42M
- Bridgewater Associates sold 43.65K sh · $3.44M
- Janus Henderson Group sold 14.86K sh · $1.17M
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 | 18.70M | 3.68M | 3.68M | 3.68M | 3.58M | 3.18M | 3.58M | 4.42M | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 16.27M | 11.34M | 10.01M | 9.80M | 3.54M | 3.54M | 1.54M | 6.37M | 6.41M | 7.11M | 7.41M | 7.41M | 12.63M | 19.64M | 19.64M | 10.65M | 10.65M | 10.65M | 7.66M | 11.73M |
| Citadel Advisors | 4.04M | 4.30M | 4.06M | 2.13M | 2.00M | 2.95M | 2.90M | 2.16M | 2.84M | 1.49M | 1.75M | 2.87M | 2.49M | 2.65M | 4.13M | 5.75M | 4.95M | 23.00M | 2.14M | 2.13M |
| Morgan Stanley | 3.44M | 20.00K | 20.00K | 4.99M | 2.06M | 4.99M | 5.76M | 5.95M | 2.52M | 1.53M | 2.23M | 1.62M | 1.83M | 4.75M | 3.89M | 2.25M | 1.31M | 2.37M | 686.00K | 3.64M |
| Geode Capital Management | 3.27M | 3.39M | 3.26M | 3.20M | 3.16M | 2.84M | 2.70M | 2.57M | 2.57M | 2.47M | 2.37M | 2.26M | 2.21M | 2.15M | 2.08M | 2.01M | 1.90M | 1.89M | 1.81M | 1.57M |
| MFS Investment Management | 3.06M | 3.74M | 4.25M | 4.64M | 4.46M | 3.70M | 869.36K | 129.66K | 134.78K | — | — | — | — | — | — | — | — | — | 620.58K | 613.52K |
| JPMorgan Chase & Co | 2.71M | — | 14.62M | 16.71M | 12.73M | 500 | 5.00M | 3.36M | 3.95M | 6.70M | 45.30K | 1.50K | 10.40K | 700 | 2.00K | 2.00K | 2.00K | 2.00K | 2.00K | 1.00K |
| UBS Group AG | 2.51M | 3.91M | 1.67M | 1.62M | 6.00K | 6.00K | 6.00K | 6.00K | 4.00K | 641.28K | 689.25K | 392.35K | 7.00K | 7.00K | 7.00K | 10.00K | 12.00K | 9.00K | 341.53K | 335.07K |
| Point72 Asset Management | 1.87M | 2.79M | 1.58M | 1.11M | — | 125.96K | 2.24M | 664.16K | — | 243.10K | 682.90K | 50.00K | — | 539.52K | 11.50M | 7.50M | 86.40K | — | 221.60K | 220.40K |
| Northern Trust Corp | 1.62M | 1.63M | 1.64M | 1.63M | 1.57M | 1.08M | 1.00M | 895.11K | 903.50K | 873.48K | 911.33K | 944.73K | 917.15K | 980.40K | 973.71K | 942.44K | 895.09K | 967.75K | 923.41K | 881.89K |
| Charles Schwab Investment Management | 1.51M | 1.44M | 1.33M | 1.30M | 1.24M | 1.21M | 1.12M | 1.07M | 1.05M | 1.01M | 967.69K | 938.10K | 522.07K | 508.32K | 498.07K | 473.99K | 465.30K | 456.10K | 444.94K | 370.56K |
| Wellington Management Group | 1.46M | 1.80M | 11.76K | 2.12M | 37.90K | 13.80K | 34.04K | 20.17K | 22.48K | 600.00K | 1.43M | 1.43M | 2.38M | 3.25M | 3.65M | 2.65M | 2.63M | 1.80M | 545.00K | 465.00K |
| BNY Mellon | 1.25M | 400.00K | 400.00K | 400.00K | 400.00K | 400.00K | 400.00K | 200.00K | 200.00K | 200.00K | 200.00K | 200.00K | 200.00K | 200.00K | 500.00K | 500.00K | 500.00K | 500.00K | 700.00K | 800.00K |
| Millennium Management | 1.08M | 1.67M | 565.66K | 15.00M | 294.29K | 3.71M | 12.47M | 2.00M | 35.59M | 27.59M | 18.50M | 12.60M | 11.80M | 10.00K | 17.50K | 2.00K | 442.24K | 834.53K | 6.25K | 250 |
| Bank of America Corp | 1.01M | 1.50M | 1.49M | 1.97M | 34.60K | 1.39M | 2.43M | 1.39M | 23.40K | 318.00K | 12.00K | 3.21M | 1.66M | 103.00K | 141.00K | 488.39K | 15.07M | 7.18M | 2.86M | 5.10M |
| Balyasny Asset Management | 1.00M | 831.63K | 1.39M | 284.25K | 73.77K | 48.70K | 240.35K | 77.97K | 452.95K | 194.24K | 19.60K | 38.42K | 735.28K | 413.60K | 756.47K | 30.00K | 56.97K | 37.50K | 30.00K | — |
| Legal & General Investment Management America | 900.26K | 937.34K | 974.38K | 1.01M | 963.32K | 866.44K | 859.61K | 1.32M | 1.16M | 996.00K | 1.19M | 1.15M | 1.06M | 1.08M | 1.13M | 1.05M | 1.01M | 948.05K | 815.35K | 861.95K |
| Goldman Sachs Group | 879.98K | 424.00K | 424.00K | 424.00K | 424.00K | 424.00K | 91.00K | 91.00K | 91.00K | 255.00K | 335.00K | 335.00K | 424.00K | 350.00K | 350.00K | 350.00K | 1.02M | 696.00K | 688.00K | 113.00K |
| Wells Fargo & Co | 764.51K | 717.11K | 513.16K | 547.09K | 50.00K | 50.00K | 50.00K | 50.00K | 200.00K | 1.03M | 5.80M | 9.26M | 2.08M | 2.52M | 230.00K | 1.73M | 3.94M | 5.45M | 500 | 4.18M |
| Norges Bank Investment Management | 685.70K | — | 2.03M | — | 2.12M | — | 2.98M | — | 1.93M | — | 1.67M | — | — | — | 1.45M | — | — | — | — | — |
▲ 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