OZK — BANK OZK LITTLE ROCK ARK
Reported value held$2.55B
Funds holding (latest)46
SectorFinancials
Funds holding (Q2 2026)37
Institutional value$2.03B · 38.84M sh
New / Add / Cut / Exit1 / 20 / 11 / 4
Top-5 / Top-10 concentration59.5% / 76.0%
Institutional holdings change
Accumulating +11.4%
(+3.99M sh)
Institutional value change
Up +26.6%
As of Q2 2026, 37 SEC-registered investment managers reported holding OZK (BANK OZK LITTLE ROCK ARK) in their latest 13F filings, with a combined reported value of $2.03B across 38.84M shares. That is +11.4% by share count (+3.99M shares) versus the previous quarter, while reported value moved +26.6%. Ownership is concentrated: the five largest holders account for 59.5% of reported value and the top ten for 76.0%.
Compared with the prior quarter, 1 opened new positions, 20 added to existing stakes, 11 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
OZK 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 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 10.74M | $559.42M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 4.10M | $213.77M | 0.03% | Add |
| Geode Capital Management history | 3.28M | $183.98M | 0.01% | Add |
| AQR Capital Management history | 3.27M | $169.57M | 0.06% | Add |
| Goldman Sachs Group history | 1.58M | $82.06M | 0.01% | Add |
| Norges Bank Investment Management history | 1.57M | $81.83M | 0.01% | Add |
| Two Sigma Investments history | 1.33M | $69.32M | 0.05% | Add |
| BNY Mellon history | 1.22M | $63.41M | 0.01% | Add |
| D. E. Shaw & Co history | 1.18M | $61.42M | 0.03% | Add |
| Morgan Stanley history | 1.12M | $58.36M | 0.00% | Reduce |
| Invesco Ltd history | 1.01M | $52.36M | 0.00% | Add |
| Northern Trust Corp history | 955.99K | $49.80M | 0.01% | Hold |
| Millennium Management history | 932.16K | $48.56M | 0.02% | Add |
| Arrowstreet Capital history | 860.82K | $44.84M | 0.02% | Add |
| Renaissance Technologies history | 781.90K | $40.73M | 0.06% | Reduce |
| Bank of America Corp history | 656.90K | $34.22M | 0.00% | Reduce |
| UBS Group AG history | 545.55K | $28.42M | 0.00% | Add |
| Citadel Advisors history | 530.73K | $27.65M | 0.00% | Reduce |
| Wellington Management Group history | 470.33K | $24.50M | 0.00% | Reduce |
| Citigroup Inc history | 458.51K | $23.88M | 0.01% | Add |
| Franklin Resources history | 327.43K | $17.06M | 0.00% | Add |
| JPMorgan Chase & Co history | 289.47K | $15.18M | 0.00% | New |
| Bridgewater Associates history | 287.79K | $14.99M | 0.06% | Add |
| PSP Investments history | 268.06K | $13.96M | 0.04% | Reduce |
| Point72 Asset Management history | 239.30K | $12.47M | 0.01% | Add |
| Principal Global Investors history | 233.69K | $12.17M | 0.01% | Add |
| Legal & General Investment Management America history | 135.32K | $7.05M | 0.00% | Reduce |
| Wells Fargo & Co history | 102.57K | $5.34M | 0.00% | Hold |
| Fidelity International (FIL) history | 89.17K | $4.64M | 0.00% | Add |
| Manulife Financial history | 74.76K | $3.89M | 0.00% | Hold |
| Lazard Asset Management history | 30.01K | $1.56M | 0.00% | Add |
| Prudential Financial history | 20.52K | $1.07M | 0.00% | Reduce |
| Amundi US history | 18.91K | $984.76K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 15.55K | $810.27K | 0.00% | Hold |
| Deutsche Bank AG history | 10.73K | $558.87K | 0.00% | Reduce |
| PNC Financial Services history | 5.46K | $284.59K | 0.00% | Hold |
| T. Rowe Price Associates history | 98.54K | $5.13K | 0.00% | Add |
Q1 2026 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 10.94M | $501.87M | 0.01% | Add |
| Charles Schwab Investment Management history | 3.84M | $176.40M | 0.03% | Reduce |
| Geode Capital Management history | 3.17M | $154.58M | 0.01% | Add |
| AQR Capital Management history | 1.61M | $73.30M | 0.03% | Add |
| Morgan Stanley history | 1.37M | $62.98M | 0.00% | Reduce |
| Citadel Advisors history | 1.27M | $58.17M | 0.01% | Reduce |
| BNY Mellon history | 1.14M | $52.23M | 0.01% | Reduce |
| D. E. Shaw & Co history | 1.04M | $47.88M | 0.03% | Reduce |
| Invesco Ltd history | 983.12K | $45.12M | 0.01% | Add |
| Northern Trust Corp history | 955.90K | $43.87M | 0.01% | Add |
| Goldman Sachs Group history | 935.59K | $42.93M | 0.01% | Add |
| Renaissance Technologies history | 918.90K | $42.17M | 0.07% | Add |
| Millennium Management history | 909.59K | $41.74M | 0.02% | Reduce |
| Two Sigma Investments history | 882.83K | $40.51M | 0.04% | Add |
| Bank of America Corp history | 774.25K | $35.53M | 0.00% | Add |
| Wellington Management Group history | 721.49K | $33.11M | 0.01% | Reduce |
| Arrowstreet Capital history | 588.18K | $26.99M | 0.01% | Reduce |
| UBS Group AG history | 456.08K | $20.93M | 0.00% | Reduce |
| Franklin Resources history | 299.31K | $13.74M | 0.00% | Add |
| Bridgewater Associates history | 283.22K | $13.00M | 0.06% | Add |
| PSP Investments history | 275.69K | $12.65M | 0.04% | Add |
| Citigroup Inc history | 250.84K | $11.51M | 0.01% | Reduce |
| Principal Global Investors history | 232.33K | $10.66M | 0.01% | Add |
| Point72 Asset Management history | 221.55K | $10.17M | 0.01% | Add |
| Legal & General Investment Management America history | 139.55K | $6.40M | 0.00% | Reduce |
| Wells Fargo & Co history | 102.31K | $4.70M | 0.00% | Reduce |
| CDPQ (Caisse de Depot) history | 100.59K | $4.62M | 0.01% | New |
| Manulife Financial history | 74.45K | $3.42M | 0.00% | Reduce |
| Fidelity International (FIL) history | 69.98K | $3.21M | 0.00% | New |
| Janus Henderson Group history | 48.09K | $2.21M | 0.00% | Hold |
| Amundi US history | 36.09K | $1.66M | 0.00% | Reduce |
| Lazard Asset Management history | 26.91K | $1.24M | 0.00% | Add |
| Prudential Financial history | 20.94K | $961.07K | 0.00% | Reduce |
| Marshall Wace history | 16.34K | $749.66K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 15.54K | $713.08K | 0.00% | Add |
| Balyasny Asset Management history | 12.44K | $570.64K | 0.00% | Reduce |
| Deutsche Bank AG history | 10.88K | $499.33K | 0.00% | Add |
| PNC Financial Services history | 5.45K | $250.12K | 0.00% | Reduce |
| T. Rowe Price Associates history | 95.09K | $4.36K | 0.00% | Add |
Q4 2025 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 11.08M | $510.02M | 0.01% | Reduce |
| BlackRock Inc history | 10.11M | $465.13M | 0.01% | Add |
| Charles Schwab Investment Management history | 4.55M | $209.58M | 0.03% | Add |
| Geode Capital Management history | 2.15M | $98.81M | 0.01% | Add |
| AQR Capital Management history | 1.58M | $72.84M | 0.04% | Reduce |
| Citadel Advisors history | 1.55M | $71.36M | 0.01% | Add |
| Morgan Stanley history | 1.47M | $67.56M | 0.00% | Reduce |
| D. E. Shaw & Co history | 1.39M | $63.96M | 0.04% | Reduce |
| Norges Bank Investment Management history | 1.30M | $59.81M | 0.01% | Reduce |
| Wellington Management Group history | 1.25M | $57.43M | 0.01% | Reduce |
| BNY Mellon history | 1.17M | $54.00M | 0.01% | Add |
| Millennium Management history | 1.08M | $49.66M | 0.02% | Add |
| Citigroup Inc history | 983.60K | $45.27M | 0.02% | Add |
| Northern Trust Corp history | 938.96K | $43.21M | 0.01% | Reduce |
| Renaissance Technologies history | 870.60K | $40.06M | 0.06% | Add |
| Arrowstreet Capital history | 658.57K | $30.31M | 0.02% | Add |
| Invesco Ltd history | 651.09K | $29.96M | 0.01% | Add |
| Bank of America Corp history | 582.02K | $26.78M | 0.00% | Reduce |
| UBS Group AG history | 531.84K | $24.48M | 0.00% | Add |
| Goldman Sachs Group history | 433.58K | $19.95M | 0.00% | Reduce |
| Two Sigma Investments history | 362.72K | $16.69M | 0.03% | Reduce |
| JPMorgan Chase & Co history | 352.10K | $16.20M | 0.00% | Add |
| Amundi US history | 325.01K | $14.96M | 0.01% | Add |
| Principal Global Investors history | 229.00K | $10.54M | 0.01% | Reduce |
| Bridgewater Associates history | 218.32K | $10.05M | 0.04% | Add |
| PSP Investments history | 210.82K | $9.70M | 0.03% | Add |
| Legal & General Investment Management America history | 154.29K | $7.10M | 0.00% | Reduce |
| Point72 Asset Management history | 129.42K | $5.96M | 0.01% | Reduce |
| Franklin Resources history | 125.69K | $5.78M | 0.00% | Reduce |
| Wells Fargo & Co history | 109.87K | $5.06M | 0.00% | Reduce |
| Marshall Wace history | 82.57K | $3.80M | 0.00% | Reduce |
| Manulife Financial history | 77.44K | $3.56M | 0.00% | Reduce |
| Janus Henderson Group history | 48.09K | $2.21M | 0.00% | Hold |
| Prudential Financial history | 44.73K | $2.08M | 0.00% | Reduce |
| Lazard Asset Management history | 23.40K | $1.08M | 0.00% | Add |
| Balyasny Asset Management history | 17.91K | $824.26K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 11.54K | $531.20K | 0.00% | Add |
| Deutsche Bank AG history | 10.33K | $475.52K | 0.00% | Reduce |
| PNC Financial Services history | 6.51K | $299.51K | 0.00% | Reduce |
| T. Rowe Price Associates history | 89.06K | $4.10K | 0.00% | Add |
Q3 2025 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 11.23M | $572.74M | 0.01% | Reduce |
| BlackRock Inc history | 9.99M | $509.48M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 4.48M | $228.40M | 0.04% | Add |
| Wellington Management Group history | 2.19M | $111.41M | 0.02% | Reduce |
| Geode Capital Management history | 2.12M | $107.98M | 0.01% | Add |
| AQR Capital Management history | 1.98M | $100.84M | 0.07% | Reduce |
| D. E. Shaw & Co history | 1.87M | $95.58M | 0.06% | Add |
| Morgan Stanley history | 1.72M | $87.64M | 0.01% | Add |
| BNY Mellon history | 1.05M | $53.75M | 0.01% | Reduce |
| Northern Trust Corp history | 982.37K | $50.08M | 0.01% | Reduce |
| Millennium Management history | 898.78K | $45.82M | 0.02% | Reduce |
| Citigroup Inc history | 783.62K | $39.95M | 0.02% | Add |
| Bank of America Corp history | 684.88K | $34.91M | 0.00% | Add |
| Arrowstreet Capital history | 643.76K | $32.82M | 0.02% | Reduce |
| Renaissance Technologies history | 641.50K | $32.70M | 0.04% | Add |
| Balyasny Asset Management history | 589.15K | $30.03M | 0.04% | Reduce |
| Invesco Ltd history | 556.50K | $28.37M | 0.01% | Reduce |
| Two Sigma Investments history | 545.88K | $27.83M | 0.04% | Add |
| Citadel Advisors history | 540.12K | $27.54M | 0.00% | Reduce |
| Goldman Sachs Group history | 492.65K | $25.12M | 0.00% | Add |
| UBS Group AG history | 468.79K | $23.90M | 0.00% | Add |
| JPMorgan Chase & Co history | 285.88K | $14.57M | 0.00% | Add |
| Principal Global Investors history | 236.50K | $12.06M | 0.01% | Reduce |
| Point72 Asset Management history | 199.20K | $10.16M | 0.02% | Reduce |
| PSP Investments history | 195.13K | $9.95M | 0.04% | Reduce |
| Wells Fargo & Co history | 183.80K | $9.37M | 0.00% | Reduce |
| Amundi US history | 180.27K | $9.31M | 0.00% | Reduce |
| Legal & General Investment Management America history | 168.46K | $8.59M | 0.00% | Reduce |
| Franklin Resources history | 154.33K | $7.87M | 0.00% | Add |
| Prudential Financial history | 132.50K | $6.76M | 0.01% | Add |
| Bridgewater Associates history | 105.53K | $5.38M | 0.02% | New |
| Marshall Wace history | 88.62K | $4.52M | 0.01% | Reduce |
| Manulife Financial history | 79.12K | $4.03M | 0.00% | Reduce |
| Janus Henderson Group history | 48.09K | $2.45M | 0.00% | Hold |
| Deutsche Bank AG history | 37.23K | $1.90M | 0.00% | Add |
| CPP Investments history | 22.20K | $1.13M | 0.00% | Reduce |
| Lazard Asset Management history | 22.14K | $1.13M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 10.39K | $529.77K | 0.00% | Add |
| PNC Financial Services history | 7.09K | $361.29K | 0.00% | Add |
| T. Rowe Price Associates history | 84.95K | $4.33K | 0.00% | Add |
Q2 2025 — 42 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 11.32M | $532.73M | 0.01% | Hold |
| BlackRock Inc history | 10.05M | $472.89M | 0.01% | Hold |
| Charles Schwab Investment Management history | 4.41M | $207.39M | 0.04% | Add |
| Wellington Management Group history | 3.08M | $144.88M | 0.03% | Add |
| AQR Capital Management history | 2.40M | $113.18M | 0.09% | Reduce |
| Geode Capital Management history | 2.04M | $96.22M | 0.01% | Hold |
| D. E. Shaw & Co history | 1.67M | $78.65M | 0.06% | Hold |
| Norges Bank Investment Management history | 1.47M | $68.96M | 0.01% | Add |
| Citadel Advisors history | 1.39M | $65.64M | 0.01% | Reduce |
| Millennium Management history | 1.15M | $54.11M | 0.03% | Add |
| Morgan Stanley history | 1.10M | $51.69M | 0.00% | Reduce |
| BNY Mellon history | 1.08M | $50.67M | 0.01% | Reduce |
| Northern Trust Corp history | 988.56K | $46.52M | 0.01% | Reduce |
| Balyasny Asset Management history | 793.80K | $37.36M | 0.06% | Add |
| Arrowstreet Capital history | 694.96K | $32.70M | 0.02% | Add |
| Renaissance Technologies history | 600.80K | $28.27M | 0.04% | Reduce |
| Invesco Ltd history | 566.57K | $26.66M | 0.01% | Add |
| Bank of America Corp history | 555.70K | $26.15M | 0.00% | Add |
| Two Sigma Investments history | 539.56K | $25.39M | 0.05% | Reduce |
| Goldman Sachs Group history | 456.79K | $21.50M | 0.00% | Add |
| Point72 Asset Management history | 447.20K | $21.05M | 0.04% | Add |
| Marshall Wace history | 386.68K | $18.20M | 0.02% | Reduce |
| Amundi US history | 335.05K | $17.07M | 0.01% | Reduce |
| UBS Group AG history | 356.35K | $16.77M | 0.00% | Reduce |
| Citigroup Inc history | 355.17K | $16.71M | 0.01% | Add |
| Principal Global Investors history | 240.80K | $11.33M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 234.71K | $11.05M | 0.00% | Add |
| PSP Investments history | 196.76K | $9.26M | 0.04% | Add |
| Wells Fargo & Co history | 192.38K | $9.05M | 0.00% | Add |
| Legal & General Investment Management America history | 170.58K | $8.03M | 0.00% | Add |
| Franklin Resources history | 142.29K | $6.70M | 0.00% | Add |
| Prudential Financial history | 94.80K | $4.46M | 0.01% | Reduce |
| Manulife Financial history | 81.94K | $3.86M | 0.00% | Reduce |
| CPP Investments history | 69.90K | $3.29M | 0.00% | Hold |
| Janus Henderson Group history | 48.09K | $2.26M | 0.00% | Reduce |
| CDPQ (Caisse de Depot) history | 35.10K | $1.65M | 0.00% | New |
| Deutsche Bank AG history | 34.89K | $1.64M | 0.00% | Add |
| Ontario Teachers Pension Plan history | 24.58K | $1.16M | 0.02% | Add |
| Fidelity Management & Research (FMR) history | 9.55K | $449.47K | 0.00% | Reduce |
| PNC Financial Services history | 6.61K | $311.00K | 0.00% | Hold |
| T. Rowe Price Associates history | 79.34K | $3.73K | 0.00% | Add |
| Lazard Asset Management history | 24.92K | $1.17K | 0.00% | Add |
Q1 2025 — 41 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 11.33M | $492.47M | 0.01% | Reduce |
| BlackRock Inc history | 10.06M | $436.90M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 4.35M | $189.02M | 0.04% | Add |
| AQR Capital Management history | 2.81M | $120.90M | 0.12% | Hold |
| Wellington Management Group history | 2.21M | $95.82M | 0.02% | Reduce |
| Geode Capital Management history | 2.05M | $89.21M | 0.01% | Add |
| D. E. Shaw & Co history | 1.67M | $72.78M | 0.07% | Add |
| Citadel Advisors history | 1.42M | $61.54M | 0.01% | Reduce |
| BNY Mellon history | 1.13M | $48.99M | 0.01% | Add |
| Morgan Stanley history | 1.11M | $48.01M | 0.00% | Reduce |
| Northern Trust Corp history | 993.66K | $43.17M | 0.01% | Reduce |
| Millennium Management history | 780.60K | $33.92M | 0.02% | Add |
| Two Sigma Investments history | 668.84K | $29.06M | 0.07% | Hold |
| Renaissance Technologies history | 644.40K | $28.00M | 0.04% | Add |
| Balyasny Asset Management history | 580.70K | $25.23M | 0.04% | Reduce |
| Invesco Ltd history | 558.91K | $24.28M | 0.01% | Reduce |
| Bank of America Corp history | 502.78K | $21.85M | 0.00% | Add |
| Arrowstreet Capital history | 441.95K | $19.20M | 0.02% | Reduce |
| Marshall Wace history | 404.49K | $17.58M | 0.02% | Add |
| UBS Group AG history | 390.54K | $16.97M | 0.00% | Add |
| Amundi US history | 368.46K | $14.33M | 0.01% | Add |
| Point72 Asset Management history | 322.64K | $14.02M | 0.03% | Add |
| Principal Global Investors history | 245.05K | $10.65M | 0.01% | Hold |
| JPMorgan Chase & Co history | 229.34K | $9.96M | 0.00% | Reduce |
| PSP Investments history | 195.63K | $8.50M | 0.04% | New |
| Legal & General Investment Management America history | 167.28K | $7.27M | 0.00% | Add |
| Wells Fargo & Co history | 151.06K | $6.56M | 0.00% | Add |
| Goldman Sachs Group history | 133.72K | $5.81M | 0.00% | Reduce |
| Citigroup Inc history | 133.36K | $5.79M | 0.00% | Reduce |
| Prudential Financial history | 118.53K | $5.15M | 0.01% | Add |
| Manulife Financial history | 86.55K | $3.76M | 0.00% | Reduce |
| Franklin Resources history | 73.07K | $3.18M | 0.00% | Add |
| Janus Henderson Group history | 72.48K | $3.17M | 0.00% | Add |
| CPP Investments history | 69.90K | $3.04M | 0.00% | Reduce |
| MFS Investment Management history | 47.41K | $2.06M | 0.00% | Reduce |
| Deutsche Bank AG history | 34.66K | $1.51M | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 17.73K | $770.60K | 0.00% | Add |
| Ontario Teachers Pension Plan history | 10.26K | $445.84K | 0.01% | Reduce |
| PNC Financial Services history | 6.61K | $287.38K | 0.00% | Add |
| T. Rowe Price Associates history | 77.59K | $3.37K | 0.00% | Add |
| Lazard Asset Management history | 23.36K | $1.01K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 289.47K sh · $15.18M
Fully Exited (vs previous quarter)
- CDPQ (Caisse de Depot) sold 100.59K sh · $4.62M
- Janus Henderson Group sold 48.09K sh · $2.21M
- Marshall Wace sold 16.34K sh · $749.66K
- Balyasny Asset Management sold 12.44K sh · $570.64K
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 | 10.74M | 10.94M | 10.11M | 9.99M | 10.05M | 10.06M | 10.36M | 10.42M | — | — | — | — | — | — | — | — | — | — | — | — |
| Charles Schwab Investment Management | 4.10M | 3.84M | 4.55M | 4.48M | 4.41M | 4.35M | 4.13M | 3.94M | 3.83M | 3.78M | 2.98M | 2.99M | 2.96M | 2.87M | 2.99M | 2.77M | 2.67M | 2.57M | 2.41M | 2.33M |
| Geode Capital Management | 3.28M | 3.17M | 2.15M | 2.12M | 2.04M | 2.05M | 2.04M | 2.02M | 1.90M | 1.84M | 1.76M | 1.71M | 1.70M | 1.66M | 1.60M | 1.53M | 1.57M | 1.65M | 1.62M | 1.58M |
| AQR Capital Management | 3.27M | 1.61M | 1.58M | 1.98M | 2.40M | 2.81M | 2.81M | 2.50M | 2.37M | 605.92K | 98.13K | 109.17K | 40.45K | 165.54K | 373.72K | 531.74K | 548.60K | 312.58K | 381.49K | 326.74K |
| Goldman Sachs Group | 1.58M | 935.59K | 433.58K | 492.65K | 456.79K | 133.72K | 172.25K | 354.71K | 508.81K | 375.11K | 359.81K | 152.47K | 4.31M | 268.20K | 518.58K | 417.67K | 543.69K | 454.69K | 471.24K | 323.22K |
| Norges Bank Investment Management | 1.57M | — | 1.30M | — | 1.47M | — | 1.19M | — | 977.99K | — | 1.13M | — | — | — | 1.17M | — | — | — | — | — |
| Two Sigma Investments | 1.33M | 882.83K | 362.72K | 545.88K | 539.56K | 668.84K | 666.59K | 963.40K | 612.80K | 268.88K | 51.58K | 288.68K | 46.80K | 32.40K | — | — | — | 84.13K | — | 65.37K |
| BNY Mellon | 1.22M | 1.14M | 1.17M | 1.05M | 1.08M | 1.13M | 1.10M | 1.10M | 1.20M | 1.23M | 1.36M | 1.43M | 1.49M | 1.51M | 1.52M | 1.46M | 1.48M | 1.45M | 1.44M | 1.48M |
| D. E. Shaw & Co | 1.18M | 1.04M | 1.39M | 1.87M | 1.67M | 1.67M | 1.10M | 1.19M | 715.84K | 332.95K | 108.80K | 39.93K | — | 246.64K | 178.76K | 273.01K | 424.78K | 554.66K | 376.59K | 204.58K |
| Morgan Stanley | 1.12M | 1.37M | 1.47M | 1.72M | 1.10M | 1.11M | 1.45M | 1.14M | 1.22M | 1.22M | 993.18K | 913.20K | 1.37M | 1.38M | 1.10M | 961.68K | 953.65K | 302.43K | 193.34K | 217.61K |
| Invesco Ltd | 1.01M | 983.12K | 651.09K | 556.50K | 566.57K | 558.91K | 573.57K | 539.33K | 792.90K | 583.40K | 419.84K | 413.68K | 374.72K | 348.69K | 429.46K | 292.44K | 375.49K | 399.61K | 358.42K | 482.18K |
| Northern Trust Corp | 955.99K | 955.90K | 938.96K | 982.37K | 988.56K | 993.66K | 1.02M | 751.94K | 784.98K | 801.82K | 946.02K | 942.77K | 964.63K | 1.08M | 1.09M | 967.23K | 929.82K | 993.30K | 1.01M | 1.03M |
| Millennium Management | 932.16K | 909.59K | 1.08M | 898.78K | 1.15M | 780.60K | 735.78K | 1.06M | 1.37M | 474.41K | 274.78K | 1.41M | 1.35M | 2.00M | 1.41M | 463.29K | 641.10K | 238.93K | 246.82K | 918.05K |
| Arrowstreet Capital | 860.82K | 588.18K | 658.57K | 643.76K | 694.96K | 441.95K | 509.89K | 1.11M | 922.65K | 1.33M | 1.50M | 1.86M | 1.45M | 919.57K | 507.27K | 528.78K | 394.35K | 97.16K | 4.94K | 139.11K |
| Renaissance Technologies | 781.90K | 918.90K | 870.60K | 641.50K | 600.80K | 644.40K | 543.10K | 540.10K | 211.30K | 370.30K | 117.20K | — | — | 126.20K | 371.30K | 337.40K | 540.40K | 340.40K | 262.00K | 242.50K |
| Bank of America Corp | 656.90K | 774.25K | 582.02K | 684.88K | 555.70K | 502.78K | 175.03K | 536.89K | 552.87K | 665.44K | 683.00K | 534.53K | 547.38K | 500.88K | 101.47K | 135.60K | 189.07K | 179.34K | 124.52K | 98.00K |
| UBS Group AG | 545.55K | 456.08K | 531.84K | 468.79K | 356.35K | 390.54K | 352.88K | 252.89K | 273.17K | 95.47K | 2.46M | 1.81M | 2.00M | 89.91K | 153.02K | 85.50K | 119.95K | 117.89K | 125.71K | 74.59K |
| Citadel Advisors | 530.73K | 1.27M | 1.55M | 540.12K | 1.39M | 1.42M | 1.73M | 794.89K | 948.01K | 986.43K | 1.82M | 766.06K | 836.51K | 1.08M | 405.09K | 375.03K | 357.09K | 253.79K | 69.57K | 153.24K |
| Wellington Management Group | 470.33K | 721.49K | 1.25M | 2.19M | 3.08M | 2.21M | 2.99M | 4.22M | 3.18M | 2.26M | 1.90M | 1.60M | 1.69M | 486.73K | 1.37M | 140.69K | 153.78K | 156.83K | 166.06K | 168.15K |
| Citigroup Inc | 458.51K | 250.84K | 983.60K | 783.62K | 355.17K | 133.36K | 416.72K | 290.79K | 275.52K | 217.23K | 131.36K | 92.86K | 128.92K | 24.12K | 27.17K | 39.95K | 41.96K | 61.26K | 73.20K | 73.72K |
▲ 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