OTIS — OTIS WORLDWIDE CORP
Reported value held$15.50B
Funds holding (latest)53
SectorTechnology
Index member: S&P 500
Funds holding (Q2 2026)45
Institutional value$10.91B · 158.22M sh
New / Add / Cut / Exit2 / 22 / 19 / 3
Top-5 / Top-10 concentration50.6% / 68.3%
Institutional holdings change
Accumulating +8.8%
(+12.80M sh)
Institutional value change
Up +3.5%
As of Q2 2026, 45 SEC-registered investment managers reported holding OTIS (OTIS WORLDWIDE CORP) in their latest 13F filings, with a combined reported value of $10.91B across 158.22M shares. That is +8.8% by share count (+12.80M shares) versus the previous quarter, while reported value moved +3.5%. Ownership is concentrated: the five largest holders account for 50.6% of reported value and the top ten for 68.3%.
Compared with the prior quarter, 2 opened new positions, 22 added to existing stakes, 19 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
OTIS is a constituent of the S&P 500 and 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 — 45 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 31.62M | $2.26B | 0.04% | Reduce |
| Geode Capital Management history | 12.59M | $906.43M | 0.05% | Add |
| Franklin Resources history | 11.78M | $843.75M | 0.19% | Add |
| Morgan Stanley history | 10.96M | $785.08M | 0.04% | Reduce |
| Fidelity Management & Research (FMR) history | 10.11M | $723.85M | 0.04% | Add |
| Norges Bank Investment Management history | 8.60M | $615.91M | 0.06% | Reduce |
| D. E. Shaw & Co history | 5.44M | $389.45M | 0.20% | Add |
| AQR Capital Management history | 4.63M | $331.16M | 0.12% | Add |
| MFS Investment Management history | 4.10M | $303.90M | 0.10% | Reduce |
| Invesco Ltd history | 3.95M | $283.10M | 0.02% | Hold |
| Northern Trust Corp history | 3.90M | $279.31M | 0.03% | Reduce |
| Wellington Management Group history | 3.34M | $238.85M | 0.04% | Reduce |
| Goldman Sachs Group history | 3.17M | $226.64M | 0.02% | Add |
| Two Sigma Investments history | 3.14M | $225.04M | 0.17% | Add |
| CPP Investments history | 3.11M | $223.00M | 0.12% | Reduce |
| JPMorgan Chase & Co history | 3.02M | $220.31M | 0.03% | New |
| Capital Research Global Investors history | 2.90M | $207.41M | 0.03% | Add |
| BNY Mellon history | 2.74M | $196.30M | 0.03% | Reduce |
| Bank of America Corp history | 2.64M | $189.23M | 0.01% | Hold |
| Charles Schwab Investment Management history | 2.48M | $177.64M | 0.02% | Add |
| Legal & General Investment Management America history | 2.48M | $177.51M | 0.04% | Reduce |
| Citadel Advisors history | 2.09M | $149.49M | 0.02% | Add |
| UBS Group AG history | 1.91M | $136.81M | 0.02% | Add |
| Amundi US history | 1.84M | $132.09M | 0.03% | Reduce |
| Deutsche Bank AG history | 1.72M | $123.07M | 0.04% | Add |
| Renaissance Technologies history | 1.58M | $113.43M | 0.16% | Reduce |
| Citigroup Inc history | 926.25K | $66.32M | 0.02% | Reduce |
| Wells Fargo & Co history | 880.71K | $63.06M | 0.01% | Add |
| National Pension Service of Korea history | 761.44K | $54.52M | 0.04% | Add |
| Arrowstreet Capital history | 733.01K | $52.48M | 0.02% | Reduce |
| Principal Global Investors history | 582.86K | $41.73M | 0.02% | Add |
| Prudential Financial history | 533.37K | $38.19M | 0.04% | Add |
| Millennium Management history | 411.56K | $29.47M | 0.01% | Add |
| Bridgewater Associates history | 364.28K | $26.08M | 0.11% | Add |
| PNC Financial Services history | 314.86K | $22.54M | 0.01% | Reduce |
| Manulife Financial history | 272.75K | $19.53M | 0.02% | Reduce |
| First Eagle Investment Management history | 205.86K | $14.74M | 0.03% | Add |
| Markel Corp history | 133.62K | $9.57M | 0.07% | Add |
| PSP Investments history | 61.69K | $4.42M | 0.01% | Reduce |
| Saudi Arabian Monetary Authority history | 27.21K | $1.95M | 0.03% | Add |
| Balyasny Asset Management history | 21.27K | $1.52M | 0.00% | Add |
| CDPQ (Caisse de Depot) history | 7.37K | $527.48K | 0.00% | New |
| T. Rowe Price Associates history | 6.10M | $437.09K | 0.05% | Reduce |
| Fidelity International (FIL) history | 6.01K | $430.67K | 0.00% | Reduce |
| Dodge & Cox history | 5.21K | $373.04K | 0.00% | Reduce |
Q1 2026 — 45 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 32.22M | $2.48B | 0.05% | Reduce |
| Morgan Stanley history | 12.96M | $998.90M | 0.06% | Add |
| Geode Capital Management history | 12.45M | $964.01M | 0.06% | Add |
| Franklin Resources history | 11.52M | $888.04M | 0.22% | Add |
| Fidelity Management & Research (FMR) history | 7.98M | $615.03M | 0.03% | Add |
| MFS Investment Management history | 7.60M | $597.72M | 0.20% | Add |
| Northern Trust Corp history | 4.06M | $312.78M | 0.04% | Reduce |
| Invesco Ltd history | 3.97M | $306.02M | 0.05% | Add |
| Wellington Management Group history | 3.52M | $271.43M | 0.05% | Reduce |
| D. E. Shaw & Co history | 3.45M | $266.31M | 0.17% | Add |
| CPP Investments history | 3.26M | $251.31M | 0.16% | Add |
| Goldman Sachs Group history | 2.95M | $227.51M | 0.03% | Add |
| Capital Research Global Investors history | 2.87M | $221.44M | 0.03% | Add |
| BNY Mellon history | 2.85M | $219.56M | 0.04% | Add |
| Legal & General Investment Management America history | 2.71M | $209.19M | 0.05% | Reduce |
| Bank of America Corp history | 2.64M | $203.46M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 2.45M | $188.74M | 0.03% | Add |
| Two Sigma Investments history | 1.95M | $150.18M | 0.13% | Add |
| Amundi US history | 1.89M | $145.41M | 0.04% | Reduce |
| Renaissance Technologies history | 1.69M | $130.36M | 0.20% | Add |
| Deutsche Bank AG history | 1.52M | $117.20M | 0.04% | Reduce |
| AQR Capital Management history | 1.52M | $115.82M | 0.05% | Reduce |
| UBS Group AG history | 1.24M | $95.64M | 0.01% | Reduce |
| Arrowstreet Capital history | 1.22M | $93.88M | 0.05% | Add |
| Citigroup Inc history | 949.09K | $73.16M | 0.03% | Reduce |
| Citadel Advisors history | 877.93K | $67.67M | 0.01% | Reduce |
| Wells Fargo & Co history | 804.28K | $61.99M | 0.01% | Add |
| National Pension Service of Korea history | 652.80K | $50.32M | 0.04% | Add |
| Marshall Wace history | 607.94K | $46.86M | 0.05% | Reduce |
| Principal Global Investors history | 437.12K | $33.69M | 0.02% | Hold |
| PNC Financial Services history | 339.18K | $26.14M | 0.01% | Reduce |
| Manulife Financial history | 287.00K | $22.12M | 0.02% | Reduce |
| Bridgewater Associates history | 278.41K | $21.46M | 0.10% | Add |
| Prudential Financial history | 224.47K | $17.30M | 0.02% | Add |
| First Eagle Investment Management history | 196.03K | $15.11M | 0.02% | Add |
| Markel Corp history | 114.62K | $8.83M | 0.07% | Hold |
| Millennium Management history | 88.54K | $6.82M | 0.00% | Reduce |
| Point72 Asset Management history | 62.71K | $4.83M | 0.01% | Reduce |
| PSP Investments history | 62.52K | $4.82M | 0.01% | Add |
| Janus Henderson Group history | 59.30K | $4.57M | 0.00% | Add |
| Saudi Arabian Monetary Authority history | 14.38K | $1.11M | 0.02% | New |
| T. Rowe Price Associates history | 8.84M | $681.31K | 0.08% | Add |
| Fidelity International (FIL) history | 8.26K | $636.68K | 0.00% | New |
| Balyasny Asset Management history | 6.20K | $477.82K | 0.00% | Reduce |
| Dodge & Cox history | 6.01K | $463.25K | 0.00% | Reduce |
Q4 2025 — 46 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 48.64M | $4.25B | 0.06% | Hold |
| BlackRock Inc history | 33.58M | $2.93B | 0.05% | Add |
| Morgan Stanley history | 12.68M | $1.11B | 0.07% | Reduce |
| Geode Capital Management history | 10.79M | $945.02M | 0.06% | Hold |
| Norges Bank Investment Management history | 8.82M | $770.12M | 0.08% | Add |
| Franklin Resources history | 7.84M | $685.01M | 0.17% | Add |
| MFS Investment Management history | 6.84M | $597.74M | 0.20% | Reduce |
| JPMorgan Chase & Co history | 6.03M | $527.07M | 0.07% | Reduce |
| Northern Trust Corp history | 4.10M | $357.74M | 0.05% | Reduce |
| Invesco Ltd history | 3.90M | $341.07M | 0.05% | Reduce |
| Wellington Management Group history | 3.61M | $315.58M | 0.06% | Add |
| Marshall Wace history | 3.25M | $284.07M | 0.26% | Add |
| Bank of America Corp history | 3.08M | $269.10M | 0.02% | Add |
| D. E. Shaw & Co history | 3.06M | $266.90M | 0.16% | Reduce |
| Capital Research Global Investors history | 2.84M | $248.42M | 0.05% | Add |
| BNY Mellon history | 2.74M | $239.12M | 0.04% | Reduce |
| Legal & General Investment Management America history | 2.73M | $238.66M | 0.05% | Reduce |
| Fidelity Management & Research (FMR) history | 2.68M | $234.51M | 0.01% | Add |
| Millennium Management history | 2.39M | $208.55M | 0.09% | Add |
| Charles Schwab Investment Management history | 2.37M | $207.27M | 0.03% | Hold |
| AQR Capital Management history | 2.29M | $199.84M | 0.10% | Reduce |
| Goldman Sachs Group history | 2.29M | $199.72M | 0.03% | Add |
| Amundi US history | 2.02M | $176.22M | 0.05% | Add |
| UBS Group AG history | 1.91M | $167.10M | 0.03% | Reduce |
| Deutsche Bank AG history | 1.84M | $160.77M | 0.05% | Add |
| Renaissance Technologies history | 1.30M | $113.26M | 0.18% | Add |
| Citigroup Inc history | 1.04M | $90.95M | 0.04% | Add |
| Citadel Advisors history | 966.06K | $84.39M | 0.01% | Reduce |
| Arrowstreet Capital history | 724.06K | $63.25M | 0.04% | Add |
| National Pension Service of Korea history | 616.14K | $53.82M | 0.04% | Reduce |
| CPP Investments history | 598.96K | $52.32M | 0.04% | Reduce |
| Wells Fargo & Co history | 591.49K | $51.67M | 0.01% | Reduce |
| Two Sigma Investments history | 574.14K | $50.15M | 0.08% | Reduce |
| Principal Global Investors history | 437.20K | $38.19M | 0.02% | Add |
| PNC Financial Services history | 352.10K | $30.76M | 0.02% | Reduce |
| Manulife Financial history | 305.62K | $26.70M | 0.02% | Reduce |
| Bridgewater Associates history | 225.19K | $19.67M | 0.07% | Add |
| Prudential Financial history | 218.96K | $19.13M | 0.02% | Reduce |
| First Eagle Investment Management history | 162.64K | $14.21M | 0.03% | Add |
| Point72 Asset Management history | 147.02K | $12.84M | 0.01% | Add |
| Balyasny Asset Management history | 129.35K | $11.30M | 0.01% | Reduce |
| Markel Corp history | 114.62K | $10.01M | 0.08% | Hold |
| Janus Henderson Group history | 55.16K | $4.82M | 0.00% | Add |
| PSP Investments history | 50.28K | $4.39M | 0.01% | Add |
| Dodge & Cox history | 16.01K | $1.40M | 0.00% | Reduce |
| T. Rowe Price Associates history | 592.01K | $51.71K | 0.01% | Reduce |
Q3 2025 — 45 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 48.63M | $4.45B | 0.07% | Hold |
| BlackRock Inc history | 32.11M | $2.94B | 0.05% | Reduce |
| Morgan Stanley history | 13.08M | $1.20B | 0.07% | Reduce |
| Geode Capital Management history | 10.76M | $985.53M | 0.06% | Add |
| JPMorgan Chase & Co history | 7.52M | $687.66M | 0.09% | Reduce |
| Franklin Resources history | 7.42M | $678.38M | 0.17% | Add |
| MFS Investment Management history | 7.09M | $648.42M | 0.20% | Add |
| Northern Trust Corp history | 4.29M | $392.29M | 0.05% | Reduce |
| Invesco Ltd history | 4.01M | $366.72M | 0.06% | Reduce |
| D. E. Shaw & Co history | 3.66M | $334.48M | 0.21% | Add |
| Wellington Management Group history | 3.53M | $322.67M | 0.06% | Add |
| Marshall Wace history | 3.07M | $280.53M | 0.28% | Add |
| BNY Mellon history | 3.00M | $274.33M | 0.05% | Add |
| Bank of America Corp history | 3.00M | $273.94M | 0.02% | Add |
| Legal & General Investment Management America history | 2.90M | $265.44M | 0.06% | Add |
| Capital Research Global Investors history | 2.83M | $258.36M | 0.05% | Add |
| AQR Capital Management history | 2.60M | $236.89M | 0.15% | Add |
| Charles Schwab Investment Management history | 2.36M | $216.18M | 0.04% | Hold |
| Fidelity Management & Research (FMR) history | 2.05M | $187.06M | 0.01% | Reduce |
| UBS Group AG history | 1.99M | $181.67M | 0.03% | Add |
| Goldman Sachs Group history | 1.93M | $176.35M | 0.02% | Reduce |
| Amundi US history | 1.64M | $149.17M | 0.05% | Reduce |
| Deutsche Bank AG history | 1.56M | $142.58M | 0.05% | Reduce |
| Citadel Advisors history | 1.31M | $119.44M | 0.02% | Reduce |
| Two Sigma Investments history | 832.79K | $76.14M | 0.12% | Reduce |
| CPP Investments history | 751.03K | $68.67M | 0.05% | Add |
| Citigroup Inc history | 703.61K | $64.33M | 0.03% | Reduce |
| Balyasny Asset Management history | 646.69K | $59.13M | 0.08% | New |
| Wells Fargo & Co history | 645.64K | $59.03M | 0.01% | Add |
| National Pension Service of Korea history | 634.89K | $58.05M | 0.04% | Add |
| Arrowstreet Capital history | 587.62K | $53.73M | 0.03% | Reduce |
| Renaissance Technologies history | 536.90K | $49.09M | 0.07% | Add |
| Principal Global Investors history | 431.87K | $39.49M | 0.02% | Reduce |
| PNC Financial Services history | 370.99K | $33.92M | 0.02% | Reduce |
| Manulife Financial history | 308.67K | $28.22M | 0.02% | Add |
| Prudential Financial history | 226.86K | $20.74M | 0.03% | Reduce |
| Millennium Management history | 208.15K | $19.03M | 0.01% | Reduce |
| First Eagle Investment Management history | 143.70K | $13.14M | 0.02% | Add |
| Markel Corp history | 114.62K | $10.48M | 0.09% | Hold |
| Bridgewater Associates history | 103.85K | $9.49M | 0.04% | New |
| Janus Henderson Group history | 54.39K | $4.97M | 0.00% | Add |
| PSP Investments history | 33.73K | $3.08M | 0.01% | Add |
| Point72 Asset Management history | 22.46K | $2.05M | 0.00% | New |
| Dodge & Cox history | 16.61K | $1.52M | 0.00% | Reduce |
| T. Rowe Price Associates history | 599.96K | $54.85K | 0.01% | Reduce |
Q2 2025 — 44 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 48.59M | $4.81B | 0.08% | Add |
| BlackRock Inc history | 32.55M | $3.22B | 0.06% | Add |
| JPMorgan Chase & Co history | 22.11M | $2.19B | 0.30% | Reduce |
| Morgan Stanley history | 13.48M | $1.33B | 0.09% | Add |
| Geode Capital Management history | 10.67M | $1.06B | 0.07% | Add |
| Norges Bank Investment Management history | 7.29M | $721.61M | 0.09% | Add |
| Franklin Resources history | 7.10M | $702.78M | 0.19% | Reduce |
| MFS Investment Management history | 6.91M | $684.26M | 0.22% | Reduce |
| Invesco Ltd history | 4.53M | $448.48M | 0.08% | Add |
| Northern Trust Corp history | 4.39M | $434.99M | 0.06% | Reduce |
| Wellington Management Group history | 3.06M | $303.10M | 0.06% | Reduce |
| Bank of America Corp history | 2.97M | $294.28M | 0.02% | Hold |
| Marshall Wace history | 2.84M | $281.66M | 0.32% | Add |
| Capital Research Global Investors history | 2.81M | $278.26M | 0.06% | Add |
| Legal & General Investment Management America history | 2.81M | $277.78M | 0.07% | Add |
| BNY Mellon history | 2.80M | $277.01M | 0.05% | Reduce |
| Fidelity Management & Research (FMR) history | 2.76M | $273.78M | 0.02% | Reduce |
| Charles Schwab Investment Management history | 2.37M | $234.37M | 0.04% | Add |
| Goldman Sachs Group history | 2.25M | $222.81M | 0.03% | Add |
| Deutsche Bank AG history | 2.10M | $207.60M | 0.08% | Add |
| D. E. Shaw & Co history | 2.02M | $200.21M | 0.15% | Add |
| UBS Group AG history | 1.70M | $168.58M | 0.03% | Reduce |
| Amundi US history | 1.66M | $166.00M | 0.06% | Add |
| Citadel Advisors history | 1.45M | $143.21M | 0.03% | Add |
| AQR Capital Management history | 1.15M | $112.61M | 0.09% | Add |
| Millennium Management history | 1.08M | $106.65M | 0.05% | Add |
| Two Sigma Investments history | 1.05M | $104.28M | 0.20% | Add |
| Arrowstreet Capital history | 1.01M | $99.61M | 0.07% | Add |
| Citigroup Inc history | 781.40K | $77.37M | 0.04% | Add |
| National Pension Service of Korea history | 617.57K | $61.15M | 0.05% | Add |
| CPP Investments history | 555.39K | $55.00M | 0.05% | Add |
| Wells Fargo & Co history | 529.23K | $52.40M | 0.01% | Reduce |
| Renaissance Technologies history | 511.20K | $50.62M | 0.07% | New |
| Principal Global Investors history | 438.65K | $43.43M | 0.02% | Reduce |
| PNC Financial Services history | 393.32K | $38.95M | 0.03% | Reduce |
| Prudential Financial history | 336.08K | $33.28M | 0.04% | Add |
| Manulife Financial history | 222.81K | $22.06M | 0.02% | Reduce |
| Markel Corp history | 114.62K | $11.35M | 0.10% | Hold |
| First Eagle Investment Management history | 94.02K | $9.31M | 0.02% | Add |
| Janus Henderson Group history | 48.41K | $4.79M | 0.00% | Reduce |
| PSP Investments history | 29.88K | $2.96M | 0.01% | Reduce |
| Dodge & Cox history | 19.32K | $1.91M | 0.00% | Reduce |
| T. Rowe Price Associates history | 1.36M | $134.31K | 0.01% | Reduce |
| Lazard Asset Management history | 1.89K | $186 | 0.00% | Reduce |
Q1 2025 — 43 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 46.60M | $4.81B | 0.09% | Add |
| JPMorgan Chase & Co history | 37.92M | $3.91B | 0.60% | Add |
| BlackRock Inc history | 31.78M | $3.28B | 0.07% | Reduce |
| Morgan Stanley history | 12.89M | $1.33B | 0.10% | Add |
| Geode Capital Management history | 10.54M | $1.09B | 0.09% | Reduce |
| Franklin Resources history | 7.80M | $804.53M | 0.24% | Hold |
| MFS Investment Management history | 7.17M | $739.77M | 0.25% | Reduce |
| Northern Trust Corp history | 4.58M | $473.16M | 0.07% | Hold |
| Invesco Ltd history | 4.24M | $437.42M | 0.09% | Add |
| Wellington Management Group history | 3.73M | $385.38M | 0.08% | Reduce |
| Fidelity Management & Research (FMR) history | 3.60M | $371.66M | 0.03% | Reduce |
| Bank of America Corp history | 2.97M | $306.46M | 0.03% | Reduce |
| BNY Mellon history | 2.95M | $304.75M | 0.06% | Reduce |
| Capital Research Global Investors history | 2.79M | $288.26M | 0.06% | Hold |
| Legal & General Investment Management America history | 2.75M | $283.51M | 0.08% | Reduce |
| UBS Group AG history | 2.49M | $257.44M | 0.05% | Reduce |
| Charles Schwab Investment Management history | 2.33M | $240.85M | 0.04% | Add |
| Goldman Sachs Group history | 1.92M | $197.95M | 0.03% | Add |
| Deutsche Bank AG history | 1.57M | $162.16M | 0.07% | Reduce |
| Amundi US history | 1.19M | $124.04M | 0.05% | Add |
| Citadel Advisors history | 1.13M | $116.42M | 0.02% | Add |
| National Pension Service of Korea history | 612.93K | $63.25M | 0.06% | Add |
| Wells Fargo & Co history | 541.70K | $55.90M | 0.01% | Reduce |
| Arrowstreet Capital history | 480.00K | $49.54M | 0.04% | New |
| Principal Global Investors history | 476.96K | $49.22M | 0.03% | Add |
| CPP Investments history | 470.78K | $48.58M | 0.05% | Add |
| Citigroup Inc history | 441.10K | $45.52M | 0.02% | Reduce |
| PNC Financial Services history | 412.37K | $42.56M | 0.02% | Reduce |
| AQR Capital Management history | 260.87K | $26.57M | 0.03% | Reduce |
| Manulife Financial history | 229.91K | $23.73M | 0.02% | Reduce |
| Millennium Management history | 218.09K | $22.51M | 0.01% | Reduce |
| Prudential Financial history | 215.76K | $22.27M | 0.03% | Reduce |
| Two Sigma Investments history | 210.53K | $21.73M | 0.05% | Add |
| Markel Corp history | 114.62K | $11.83M | 0.10% | Hold |
| D. E. Shaw & Co history | 80.50K | $8.31M | 0.01% | Add |
| First Eagle Investment Management history | 76.41K | $7.89M | 0.02% | Add |
| PSP Investments history | 53.57K | $5.53M | 0.02% | Add |
| Marshall Wace history | 52.76K | $5.44M | 0.01% | Add |
| Janus Henderson Group history | 50.66K | $5.17M | 0.00% | Reduce |
| Dodge & Cox history | 21.71K | $2.24M | 0.00% | Hold |
| T. Rowe Price Associates history | 1.45M | $150.12K | 0.02% | Reduce |
| Saudi Arabian Monetary Authority history | 157 | $16.20K | 0.09% | New |
| Lazard Asset Management history | 11.00K | $1.14K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 3.02M sh · $220.31M
- CDPQ (Caisse de Depot) 7.37K sh · $527.48K
Fully Exited (vs previous quarter)
- Marshall Wace sold 607.94K sh · $46.86M
- Point72 Asset Management sold 62.71K sh · $4.83M
- Janus Henderson Group sold 59.30K sh · $4.57M
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 | 31.62M | 32.22M | 33.58M | 32.11M | 32.55M | 31.78M | 32.92M | 32.52M | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 12.59M | 12.45M | 10.79M | 10.76M | 10.67M | 10.54M | 11.13M | 11.03M | 10.88M | 10.73M | 10.47M | 10.37M | 10.13M | 9.85M | 9.83M | 9.73M | 9.58M | 9.25M | 8.77M | 8.57M |
| Franklin Resources | 11.78M | 11.52M | 7.84M | 7.42M | 7.10M | 7.80M | 7.79M | 7.43M | 4.64M | 2.66M | 164.64K | 181.86K | 180.92K | 151.15K | 146.25K | 138.80K | 142.24K | 746.16K | 760.65K | 783.04K |
| Morgan Stanley | 10.96M | 12.96M | 12.68M | 13.08M | 13.48M | 12.89M | 11.93M | 11.79M | 12.44M | 12.97M | 12.74M | 12.91M | 13.11M | 13.30M | 13.21M | 12.53M | 12.97M | 11.52M | 1.98M | 2.71M |
| Fidelity Management & Research (FMR) | 10.11M | 7.98M | 2.68M | 2.05M | 2.76M | 3.60M | 3.62M | 3.54M | 3.43M | 3.04M | 2.87M | 3.71M | 3.81M | 3.81M | 3.98M | 4.17M | 4.39M | 6.03M | 15.18M | 14.73M |
| Norges Bank Investment Management | 8.60M | — | 8.82M | — | 7.29M | — | 7.02M | — | 7.27M | — | 7.03M | — | — | — | 4.72M | — | — | — | — | — |
| D. E. Shaw & Co | 5.44M | 3.45M | 3.06M | 3.66M | 2.02M | 80.50K | 51.92K | 62.57K | 28.18K | 498.28K | 61.56K | 304.16K | 31.20K | 28.49K | 18.86K | 44.48K | 194.59K | 1.08M | 740.93K | 1.44M |
| AQR Capital Management | 4.63M | 1.52M | 2.29M | 2.60M | 1.15M | 260.87K | 378.54K | 282.44K | 226.16K | 193.38K | 156.91K | 221.75K | 251.65K | 307.28K | 287.32K | 352.25K | 436.43K | 648.18K | 783.69K | 572.89K |
| MFS Investment Management | 4.10M | 7.60M | 6.84M | 7.09M | 6.91M | 7.17M | 7.61M | 8.04M | 8.25M | 7.34M | 7.49M | 7.72M | 7.97M | 8.15M | 8.32M | 8.73M | 10.13M | — | 10.95M | 10.90M |
| Invesco Ltd | 3.95M | 3.97M | 3.90M | 4.01M | 4.53M | 4.24M | 4.05M | 3.75M | 3.55M | 3.64M | 3.69M | 4.48M | 6.63M | 6.50M | 6.69M | 5.14M | 5.73M | 5.76M | 6.19M | 6.19M |
| Northern Trust Corp | 3.90M | 4.06M | 4.10M | 4.29M | 4.39M | 4.58M | 4.58M | 4.08M | 4.29M | 4.39M | 4.61M | 4.66M | 4.53M | 4.61M | 4.62M | 4.66M | 4.74M | 4.74M | 4.80M | 4.81M |
| Wellington Management Group | 3.34M | 3.52M | 3.61M | 3.53M | 3.06M | 3.73M | 3.76M | 3.68M | 3.29M | 2.99M | 3.03M | 3.38M | 3.71M | 4.37M | 5.23M | 5.28M | 4.85M | 4.22M | 2.74M | 2.80M |
| Goldman Sachs Group | 3.17M | 2.95M | 2.29M | 1.93M | 2.25M | 1.92M | 1.75M | 2.01M | 2.24M | 2.57M | 2.23M | 2.00M | 1.91M | 2.95M | 1.99M | 3.08M | 3.74M | 3.45M | 2.07M | 2.43M |
| Two Sigma Investments | 3.14M | 1.95M | 574.14K | 832.79K | 1.05M | 210.53K | 28.70K | 30.14K | 65.90K | 13.80K | 36.06K | 211.24K | 18.70K | 73.02K | 135.78K | 130.55K | 415.56K | 883.01K | 750.04K | 728.55K |
| CPP Investments | 3.11M | 3.26M | 598.96K | 751.03K | 555.39K | 470.78K | 307.55K | 286.61K | 273.97K | 253.38K | 153.58K | 226.68K | 169.68K | 176.08K | 124.86K | 204.11K | 248.65K | 253.91K | 381.94K | 463.77K |
| JPMorgan Chase & Co | 3.02M | — | 6.03M | 7.52M | 22.11M | 37.92M | 35.52M | 28.08M | 19.91M | 11.01M | 64.26K | 7.54M | 5.10M | 4.32M | 4.31M | 4.57M | 6.28M | 5.74M | 4.64M | 1.72M |
| Capital Research Global Investors | 2.90M | 2.87M | 2.84M | 2.83M | 2.81M | 2.79M | 2.78M | 2.78M | 2.78M | 3.52M | 8.81M | 9.40M | 8.98M | 8.48M | 7.50M | 6.15M | 6.39M | 7.15M | 7.36M | 7.36M |
| BNY Mellon | 2.74M | 2.85M | 2.74M | 3.00M | 2.80M | 2.95M | 3.23M | 3.28M | 3.15M | 3.57M | 3.71M | 3.77M | 4.12M | 4.01M | 4.10M | 4.11M | 4.18M | 4.01M | 7.05M | 7.08M |
| Bank of America Corp | 2.64M | 2.64M | 3.08M | 3.00M | 2.97M | 2.97M | 3.99M | 3.98M | 3.78M | 4.19M | 3.86M | 3.70M | 4.65M | 6.47M | 6.81M | 8.68M | 4.50M | 4.15M | 4.31M | 4.20M |
| Charles Schwab Investment Management | 2.48M | 2.45M | 2.37M | 2.36M | 2.37M | 2.33M | 2.30M | 2.24M | 2.24M | 2.20M | 2.17M | 2.13M | 2.12M | 2.12M | 2.11M | 2.08M | 2.04M | 2.04M | 1.99M | 2.03M |
▲ 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