PBYI — PUMA BIOTECHNOLOGY INC
As of Q2 2026, 29 SEC-registered investment managers reported holding PBYI (PUMA BIOTECHNOLOGY INC) in their latest 13F filings, with a combined reported value of $109.26M across 13.51M shares. That is +1.0% by share count (+132.11K shares) versus the previous quarter, while reported value moved +28.1%. Ownership is concentrated: the five largest holders account for 62.2% of reported value and the top ten for 82.8%.
Compared with the prior quarter, 2 opened new positions, 16 added to existing stakes, 9 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
PBYI is classified in the Health Care sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.80M | $30.86M | 0.00% | Add |
| Renaissance Technologies history | 1.84M | $14.89M | 0.02% | Reduce |
| Geode Capital Management history | 1.34M | $10.86M | 0.00% | Add |
| AQR Capital Management history | 725.19K | $5.88M | 0.00% | Reduce |
| Goldman Sachs Group history | 669.16K | $5.43M | 0.00% | Hold |
| Northern Trust Corp history | 652.39K | $5.29M | 0.00% | Add |
| UBS Group AG history | 636.76K | $5.16M | 0.00% | Add |
| Millennium Management history | 602.24K | $4.88M | 0.00% | Reduce |
| Arrowstreet Capital history | 532.45K | $4.32M | 0.00% | Reduce |
| BNY Mellon history | 360.73K | $2.93M | 0.00% | Add |
| D. E. Shaw & Co history | 316.34K | $2.57M | 0.00% | Reduce |
| Invesco Ltd history | 301.00K | $2.44M | 0.00% | Add |
| Morgan Stanley history | 265.67K | $2.15M | 0.00% | Reduce |
| Prudential Financial history | 213.60K | $1.73M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 211.34K | $1.73M | 0.00% | New |
| Fidelity Management & Research (FMR) history | 211.44K | $1.71M | 0.00% | Add |
| Franklin Resources history | 172.01K | $1.40M | 0.00% | Reduce |
| Two Sigma Investments history | 140.59K | $1.14M | 0.00% | Add |
| Charles Schwab Investment Management history | 128.24K | $1.04M | 0.00% | Add |
| Wellington Management Group history | 126.09K | $1.02M | 0.00% | New |
| CPP Investments history | 73.50K | $596.09K | 0.00% | Add |
| Deutsche Bank AG history | 43.19K | $350.29K | 0.00% | Add |
| Wells Fargo & Co history | 37.61K | $304.98K | 0.00% | Add |
| Bank of America Corp history | 31.75K | $257.47K | 0.00% | Reduce |
| Citigroup Inc history | 21.67K | $175.71K | 0.00% | Add |
| Manulife Financial history | 12.06K | $97.77K | 0.00% | Add |
| Legal & General Investment Management America history | 4.32K | $35.01K | 0.00% | Add |
| PNC Financial Services history | 513 | $4.16K | 0.00% | Hold |
| T. Rowe Price Associates history | 36.34K | $295 | 0.00% | Add |
Q1 2026 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.60M | $23.00M | 0.00% | Reduce |
| Renaissance Technologies history | 1.94M | $12.41M | 0.02% | Reduce |
| Millennium Management history | 1.48M | $9.44M | 0.00% | Add |
| Geode Capital Management history | 1.02M | $6.50M | 0.00% | Add |
| AQR Capital Management history | 800.19K | $5.11M | 0.00% | Add |
| Goldman Sachs Group history | 669.72K | $4.28M | 0.00% | Reduce |
| Northern Trust Corp history | 641.75K | $4.10M | 0.00% | Add |
| Arrowstreet Capital history | 538.15K | $3.44M | 0.00% | Reduce |
| UBS Group AG history | 534.23K | $3.41M | 0.00% | Add |
| Morgan Stanley history | 359.74K | $2.30M | 0.00% | Add |
| D. E. Shaw & Co history | 351.24K | $2.24M | 0.00% | Reduce |
| BNY Mellon history | 347.88K | $2.22M | 0.00% | Reduce |
| Prudential Financial history | 253.04K | $1.62M | 0.00% | Reduce |
| Franklin Resources history | 215.39K | $1.38M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 191.83K | $1.23M | 0.00% | Add |
| Charles Schwab Investment Management history | 115.92K | $740.70K | 0.00% | Reduce |
| Invesco Ltd history | 95.04K | $607.33K | 0.00% | Reduce |
| Bank of America Corp history | 40.36K | $257.93K | 0.00% | Reduce |
| Deutsche Bank AG history | 33.15K | $211.80K | 0.00% | New |
| Citadel Advisors history | 29.96K | $191.44K | 0.00% | Reduce |
| CPP Investments history | 22.80K | $145.69K | 0.00% | Reduce |
| Lazard Asset Management history | 17.97K | $114.83K | 0.00% | Reduce |
| Wells Fargo & Co history | 16.27K | $103.98K | 0.00% | Reduce |
| Two Sigma Investments history | 13.00K | $83.07K | 0.00% | Reduce |
| Manulife Financial history | 11.77K | $75.18K | 0.00% | Reduce |
| Legal & General Investment Management America history | 3.56K | $22.77K | 0.00% | Hold |
| Citigroup Inc history | 3.42K | $21.87K | 0.00% | Add |
| PNC Financial Services history | 513 | $3.28K | 0.00% | Hold |
| T. Rowe Price Associates history | 31.31K | $201 | 0.00% | Add |
Q4 2025 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 3.80M | $22.60M | 0.00% | Add |
| BlackRock Inc history | 3.64M | $21.67M | 0.00% | Add |
| Renaissance Technologies history | 2.12M | $12.64M | 0.02% | Reduce |
| Geode Capital Management history | 994.35K | $5.92M | 0.00% | Add |
| Goldman Sachs Group history | 793.96K | $4.72M | 0.00% | Add |
| AQR Capital Management history | 666.61K | $3.97M | 0.00% | Add |
| Northern Trust Corp history | 616.20K | $3.67M | 0.00% | Add |
| Arrowstreet Capital history | 547.85K | $3.26M | 0.00% | Add |
| D. E. Shaw & Co history | 378.30K | $2.25M | 0.00% | Reduce |
| BNY Mellon history | 351.88K | $2.09M | 0.00% | Reduce |
| Morgan Stanley history | 326.77K | $1.94M | 0.00% | Reduce |
| Prudential Financial history | 286.51K | $1.70M | 0.00% | Add |
| Franklin Resources history | 182.71K | $1.09M | 0.00% | Add |
| Citadel Advisors history | 177.47K | $1.06M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 163.87K | $975.03K | 0.00% | Add |
| Two Sigma Investments history | 162.35K | $965.99K | 0.00% | Add |
| UBS Group AG history | 127.31K | $757.51K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 125.37K | $745.96K | 0.00% | Hold |
| Invesco Ltd history | 108.30K | $644.39K | 0.00% | Add |
| CPP Investments history | 75.20K | $447.44K | 0.00% | New |
| Lazard Asset Management history | 59.58K | $354.47K | 0.00% | Reduce |
| Bank of America Corp history | 52.38K | $311.69K | 0.00% | Add |
| Wells Fargo & Co history | 48.28K | $287.27K | 0.00% | Add |
| JPMorgan Chase & Co history | 21.11K | $125.59K | 0.00% | Add |
| Millennium Management history | 16.61K | $98.85K | 0.00% | Reduce |
| Manulife Financial history | 13.43K | $79.89K | 0.00% | Reduce |
| Causeway Capital Management history | 13.31K | $79.19K | 0.00% | Reduce |
| Royce & Associates history | 11.91K | $70.89K | 0.00% | Reduce |
| Legal & General Investment Management America history | 3.56K | $21.21K | 0.00% | Hold |
| Citigroup Inc history | 2.38K | $14.16K | 0.00% | Add |
| PNC Financial Services history | 513 | $3.05K | 0.00% | Add |
| T. Rowe Price Associates history | 25.94K | $155 | 0.00% | Add |
Q3 2025 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 3.69M | $19.60M | 0.00% | Hold |
| BlackRock Inc history | 3.58M | $19.00M | 0.00% | Reduce |
| Renaissance Technologies history | 2.15M | $11.42M | 0.01% | Add |
| Geode Capital Management history | 983.52K | $5.22M | 0.00% | Add |
| Marshall Wace history | 557.55K | $2.96M | 0.00% | Add |
| Northern Trust Corp history | 526.74K | $2.80M | 0.00% | Add |
| D. E. Shaw & Co history | 498.60K | $2.65M | 0.00% | Reduce |
| Arrowstreet Capital history | 464.73K | $2.47M | 0.00% | Add |
| Morgan Stanley history | 378.08K | $2.01M | 0.00% | Add |
| UBS Group AG history | 376.09K | $2.00M | 0.00% | Add |
| BNY Mellon history | 355.37K | $1.89M | 0.00% | Add |
| Goldman Sachs Group history | 234.62K | $1.25M | 0.00% | Add |
| Prudential Financial history | 220.94K | $1.17M | 0.00% | Reduce |
| Franklin Resources history | 173.70K | $922.34K | 0.00% | Add |
| Wellington Management Group history | 149.55K | $794.12K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 145.28K | $771.46K | 0.00% | Add |
| AQR Capital Management history | 130.67K | $693.87K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 125.37K | $665.73K | 0.00% | Reduce |
| Millennium Management history | 105.63K | $560.91K | 0.00% | Reduce |
| Invesco Ltd history | 63.82K | $338.87K | 0.00% | Add |
| Lazard Asset Management history | 63.15K | $335.31K | 0.00% | New |
| Two Sigma Investments history | 56.13K | $298.03K | 0.00% | Reduce |
| Bank of America Corp history | 44.97K | $238.78K | 0.00% | Reduce |
| Wells Fargo & Co history | 32.53K | $172.74K | 0.00% | Add |
| Deutsche Bank AG history | 30.74K | $163.25K | 0.00% | Hold |
| Citadel Advisors history | 23.30K | $123.72K | 0.00% | Reduce |
| Royce & Associates history | 18.73K | $99.43K | 0.00% | Add |
| JPMorgan Chase & Co history | 17.29K | $91.78K | 0.00% | Reduce |
| Manulife Financial history | 15.16K | $80.48K | 0.00% | Reduce |
| Causeway Capital Management history | 14.10K | $74.84K | 0.00% | Hold |
| Legal & General Investment Management America history | 3.56K | $18.93K | 0.00% | Hold |
| Citigroup Inc history | 859 | $4.56K | 0.00% | Reduce |
| PNC Financial Services history | 117 | $621 | 0.00% | New |
| T. Rowe Price Associates history | 21.62K | $115 | 0.00% | Add |
Q2 2025 — 41 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.84M | $13.16M | 0.00% | Hold |
| BlackRock Inc history | 3.84M | $13.16M | 0.00% | Hold |
| Vanguard Group history | 3.71M | $12.71M | 0.00% | Add |
| Renaissance Technologies history | 1.87M | $6.43M | 0.01% | Add |
| Renaissance Technologies history | 1.87M | $6.43M | 0.01% | Add |
| Geode Capital Management history | 971.67K | $3.33M | 0.00% | Add |
| Janus Henderson Group history | 745.54K | $2.56M | 0.00% | New |
| D. E. Shaw & Co history | 640.78K | $2.20M | 0.00% | Add |
| Citadel Advisors history | 554.52K | $1.90M | 0.00% | Add |
| Citadel Advisors history | 554.52K | $1.90M | 0.00% | Add |
| Arrowstreet Capital history | 451.63K | $1.55M | 0.00% | Add |
| BNY Mellon history | 344.08K | $1.18M | 0.00% | Add |
| Millennium Management history | 334.61K | $1.15M | 0.00% | Reduce |
| Morgan Stanley history | 322.46K | $1.11M | 0.00% | Add |
| Morgan Stanley history | 322.46K | $1.11M | 0.00% | Add |
| Northern Trust Corp history | 302.01K | $1.04M | 0.00% | Reduce |
| Prudential Financial history | 281.24K | $964.67K | 0.00% | Reduce |
| UBS Group AG history | 274.10K | $940.16K | 0.00% | Reduce |
| Goldman Sachs Group history | 202.03K | $692.96K | 0.00% | Reduce |
| Goldman Sachs Group history | 202.03K | $692.96K | 0.00% | Reduce |
| Two Sigma Investments history | 190.62K | $653.83K | 0.00% | Reduce |
| Two Sigma Investments history | 190.62K | $653.83K | 0.00% | Reduce |
| AQR Capital Management history | 141.77K | $486.28K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 132.36K | $454.01K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 132.36K | $454.01K | 0.00% | Add |
| Charles Schwab Investment Management history | 127.44K | $437.13K | 0.00% | Add |
| Marshall Wace history | 73.42K | $251.81K | 0.00% | Reduce |
| Bank of America Corp history | 67.24K | $230.64K | 0.00% | Reduce |
| Invesco Ltd history | 49.98K | $171.44K | 0.00% | Add |
| Deutsche Bank AG history | 30.74K | $105.45K | 0.00% | Hold |
| Deutsche Bank AG history | 30.74K | $105.45K | 0.00% | Hold |
| Wells Fargo & Co history | 28.03K | $96.13K | 0.00% | Add |
| JPMorgan Chase & Co history | 20.25K | $69.44K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 20.25K | $69.44K | 0.00% | Reduce |
| Franklin Resources history | 17.69K | $60.68K | 0.00% | Reduce |
| Royce & Associates history | 17.29K | $59.29K | 0.00% | Reduce |
| Manulife Financial history | 15.58K | $53.43K | 0.00% | Reduce |
| Citigroup Inc history | 14.32K | $49.12K | 0.00% | Reduce |
| Causeway Capital Management history | 14.10K | $48.35K | 0.00% | Hold |
| Legal & General Investment Management America history | 3.56K | $12.22K | 0.00% | Reduce |
| T. Rowe Price Associates history | 19.57K | $68 | 0.00% | Hold |
Q1 2025 — 41 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.85M | $11.39M | 0.00% | Add |
| BlackRock Inc history | 3.85M | $11.39M | 0.00% | Add |
| Vanguard Group history | 3.67M | $10.86M | 0.00% | Add |
| Renaissance Technologies history | 1.83M | $5.41M | 0.01% | Add |
| Renaissance Technologies history | 1.83M | $5.41M | 0.01% | Add |
| Millennium Management history | 1.39M | $4.10M | 0.00% | Reduce |
| Geode Capital Management history | 955.46K | $2.83M | 0.00% | Add |
| D. E. Shaw & Co history | 571.66K | $1.69M | 0.00% | Add |
| Arrowstreet Capital history | 358.62K | $1.06M | 0.00% | New |
| BNY Mellon history | 340.89K | $1.01M | 0.00% | Add |
| Northern Trust Corp history | 317.44K | $939.62K | 0.00% | Reduce |
| Prudential Financial history | 308.15K | $912.14K | 0.00% | Add |
| Goldman Sachs Group history | 294.24K | $870.96K | 0.00% | Reduce |
| Goldman Sachs Group history | 294.24K | $870.96K | 0.00% | Reduce |
| UBS Group AG history | 279.67K | $827.81K | 0.00% | Add |
| Morgan Stanley history | 262.54K | $777.11K | 0.00% | Reduce |
| Morgan Stanley history | 262.54K | $777.11K | 0.00% | Reduce |
| Marshall Wace history | 216.41K | $640.58K | 0.00% | Add |
| Two Sigma Investments history | 192.80K | $570.69K | 0.00% | Add |
| Two Sigma Investments history | 192.80K | $570.69K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 127.17K | $376.44K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 127.17K | $376.44K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 118.25K | $350.03K | 0.00% | Hold |
| Bank of America Corp history | 93.09K | $275.54K | 0.00% | Add |
| Franklin Resources history | 78.17K | $231.40K | 0.00% | Add |
| AQR Capital Management history | 50.46K | $149.35K | 0.00% | Add |
| JPMorgan Chase & Co history | 48.35K | $143.12K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 48.35K | $143.12K | 0.00% | Reduce |
| Invesco Ltd history | 37.63K | $111.39K | 0.00% | Add |
| Citadel Advisors history | 32.90K | $97.38K | 0.00% | Reduce |
| Citadel Advisors history | 32.90K | $97.38K | 0.00% | Reduce |
| Deutsche Bank AG history | 30.74K | $91.00K | 0.00% | New |
| Deutsche Bank AG history | 30.74K | $91.00K | 0.00% | New |
| Citigroup Inc history | 29.47K | $87.22K | 0.00% | Reduce |
| Wells Fargo & Co history | 23.45K | $69.41K | 0.00% | Add |
| Royce & Associates history | 18.73K | $55.43K | 0.00% | Hold |
| Manulife Financial history | 16.51K | $48.86K | 0.00% | New |
| Causeway Capital Management history | 14.10K | $41.72K | 0.00% | New |
| Legal & General Investment Management America history | 3.91K | $11.58K | 0.00% | Hold |
| T. Rowe Price Associates history | 19.57K | $58 | 0.00% | Add |
| Lazard Asset Management history | 2.10K | $6 | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 211.34K sh · $1.73M
- Wellington Management Group 126.09K sh · $1.02M
Fully Exited (vs previous quarter)
- Citadel Advisors sold 29.96K sh · $191.44K
- Lazard Asset Management sold 17.97K sh · $114.83K
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 | 3.80M | 3.60M | 3.64M | 3.58M | 3.84M | 3.85M | 3.82M | 3.83M | — | — | — | — | — | — | — | — | — | — | — | — |
| Renaissance Technologies | 1.84M | 1.94M | 2.12M | 2.15M | 1.87M | 1.83M | 1.76M | 1.77M | 1.75M | 1.73M | 1.67M | 1.73M | 1.76M | 1.83M | 1.70M | 1.80M | 1.98M | 1.77M | 1.82M | 1.63M |
| Geode Capital Management | 1.34M | 1.02M | 994.35K | 983.52K | 971.67K | 955.46K | 919.43K | 917.37K | 950.15K | 452.97K | 444.05K | 425.51K | 396.40K | 391.62K | 380.91K | 374.67K | 370.09K | 599.41K | 637.29K | 607.15K |
| AQR Capital Management | 725.19K | 800.19K | 666.61K | 130.67K | 141.77K | 50.46K | 10.82K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 669.16K | 669.72K | 793.96K | 234.62K | 202.03K | 294.24K | 314.10K | 305.72K | 200.58K | 450.58K | 115.95K | 84.14K | 73.91K | 74.00K | 76.45K | 119.53K | 220.89K | 439.83K | 2.28M | 807.93K |
| Northern Trust Corp | 652.39K | 641.75K | 616.20K | 526.74K | 302.01K | 317.44K | 325.42K | 317.74K | 105.06K | 83.54K | 83.76K | 69.45K | 69.59K | 69.84K | 66.44K | 68.95K | 68.99K | 284.13K | 305.16K | 349.80K |
| UBS Group AG | 636.76K | 534.23K | 127.31K | 376.09K | 274.10K | 279.67K | 155.57K | 27.09K | 20.33K | 10.64K | 11.12K | 3.41K | 4.06K | 10.93K | 3.44K | 3.42K | 4.54K | 25.98K | 17.46K | 6.52K |
| Millennium Management | 602.24K | 1.48M | 16.61K | 105.63K | 334.61K | 1.39M | 1.89M | 2.88M | 3.16M | 3.29M | 3.16M | 3.28M | 3.07M | 3.23M | 2.68M | 3.01M | 2.22M | 1.91M | 1.91M | 1.67M |
| Arrowstreet Capital | 532.45K | 538.15K | 547.85K | 464.73K | 451.63K | 358.62K | — | — | 92.17K | 230.43K | — | — | — | — | — | — | — | — | — | — |
| BNY Mellon | 360.73K | 347.88K | 351.88K | 355.37K | 344.08K | 340.89K | 331.85K | 277.70K | 309.00K | 188.89K | 46.43K | 52.92K | 72.27K | 73.36K | 58.00K | 30.03K | 32.05K | 115.40K | 116.10K | 119.68K |
| D. E. Shaw & Co | 316.34K | 351.24K | 378.30K | 498.60K | 640.78K | 571.66K | 222.61K | 57.39K | — | — | — | — | — | — | 132.18K | 538.54K | 960.07K | 1.01M | 735.96K | 50.27K |
| Invesco Ltd | 301.00K | 95.04K | 108.30K | 63.82K | 49.98K | 37.63K | 19.92K | 18.74K | 118.83K | — | — | — | — | — | — | — | — | 11.86K | 11.82K | 15.37K |
| Morgan Stanley | 265.67K | 359.74K | 326.77K | 378.08K | 322.46K | 262.54K | 270.33K | 281.45K | 323.73K | 617.60K | 376.29K | 338.82K | 323.60K | 339.89K | 497.71K | 391.52K | 416.46K | 203.52K | 278.96K | 229.25K |
| Prudential Financial | 213.60K | 253.04K | 286.51K | 220.94K | 281.24K | 308.15K | 106.28K | 100.48K | 17.59K | 15.20K | 16.40K | 16.40K | 16.40K | 16.40K | 10.60K | — | — | 186.94K | 178.44K | 359.69K |
| JPMorgan Chase & Co | 211.34K | — | 21.11K | 17.29K | 20.25K | 48.35K | 136.90K | 48.49K | 17.99K | 30.20K | 27.19K | 59 | 1.10K | 1.10K | 1.10K | 2.85K | 2.23K | 142.88K | 143.50K | 148.94K |
| Fidelity Management & Research (FMR) | 211.44K | 191.83K | 163.87K | 145.28K | 132.36K | 127.17K | 131.85K | 118.27K | 93.08K | 91.69K | 56.07K | 64.38K | 63.92K | 63.92K | 63.91K | 64.31K | 64.75K | 64.69K | — | — |
| Franklin Resources | 172.01K | 215.39K | 182.71K | 173.70K | 17.69K | 78.17K | 16.59K | 15.97K | — | — | 19.16K | 19.16K | 24.23K | 24.23K | 24.23K | 24.23K | 23.98K | 35.60K | — | — |
| Two Sigma Investments | 140.59K | 13.00K | 162.35K | 56.13K | 190.62K | 192.80K | 181.47K | 49.55K | 34.30K | 81.69K | 215.17K | 107.74K | 106.07K | 208.15K | 283.95K | 83.61K | 154.20K | 166.45K | — | 15.92K |
| Charles Schwab Investment Management | 128.24K | 115.92K | 125.37K | 125.37K | 127.44K | 118.25K | 117.67K | 117.67K | 126.24K | 19.45K | 19.45K | 19.45K | 19.45K | 19.45K | 19.45K | — | 28.82K | 74.99K | 80.65K | 80.65K |
| Wellington Management Group | 126.09K | — | — | 149.55K | — | — | — | — | — | 170.76K | — | — | — | — | — | — | — | — | — | 550.70K |
▲ 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