PD — PAGERDUTY INC
Reported value held$574.38M
Funds holding (latest)47
SectorTechnology
Funds holding (Q2 2026)35
Institutional value$231.83M · 39.67M sh
New / Add / Cut / Exit1 / 17 / 14 / 2
Top-5 / Top-10 concentration57.0% / 74.0%
Institutional holdings change
Reducing -8.5%
(-3.66M sh)
Institutional value change
Up +49.7%
As of Q2 2026, 35 SEC-registered investment managers reported holding PD (PAGERDUTY INC) in their latest 13F filings, with a combined reported value of $231.83M across 39.67M shares. That is -8.5% by share count (-3.66M shares) versus the previous quarter, while reported value moved +49.7%. Ownership is concentrated: the five largest holders account for 57.0% of reported value and the top ten for 74.0%.
Compared with the prior quarter, 1 opened new positions, 17 added to existing stakes, 14 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
PD 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 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| D. E. Shaw & Co history | 4.22M | $40.74M | 0.02% | Add |
| AQR Capital Management history | 3.23M | $31.13M | 0.01% | Add |
| Geode Capital Management history | 2.25M | $21.70M | 0.00% | Reduce |
| Goldman Sachs Group history | 2.05M | $19.80M | 0.00% | Reduce |
| Morgan Stanley history | 1.94M | $18.70M | 0.00% | Add |
| Citadel Advisors history | 886.99K | $8.56M | 0.00% | Add |
| Royce & Associates history | 822.60K | $7.94M | 0.06% | Add |
| Two Sigma Investments history | 812.86K | $7.84M | 0.01% | Reduce |
| BNY Mellon history | 790.55K | $7.63M | 0.00% | Reduce |
| Northern Trust Corp history | 788.12K | $7.61M | 0.00% | Reduce |
| BlackRock Inc history | 8.12M | $7.59M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 669.24K | $6.46M | 0.00% | Reduce |
| Franklin Resources history | 598.32K | $5.77M | 0.00% | Add |
| Deutsche Bank AG history | 584.70K | $5.64M | 0.00% | Add |
| Marshall Wace history | 551.66K | $5.32M | 0.00% | Add |
| Renaissance Technologies history | 478.44K | $4.62M | 0.01% | Reduce |
| Principal Global Investors history | 425.54K | $4.11M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 4.02M | $3.76M | 0.00% | Reduce |
| UBS Group AG history | 336.43K | $3.25M | 0.00% | Add |
| Bank of America Corp history | 3.47M | $3.24M | 0.00% | Add |
| Arrowstreet Capital history | 263.78K | $2.55M | 0.00% | Add |
| Invesco Ltd history | 184.40K | $1.78M | 0.00% | Add |
| Prudential Financial history | 165.72K | $1.60M | 0.00% | Add |
| Point72 Asset Management history | 123.78K | $1.19M | 0.00% | Reduce |
| Wells Fargo & Co history | 123.03K | $1.19M | 0.00% | Add |
| Legal & General Investment Management America history | 63.40K | $611.83K | 0.00% | Hold |
| Amundi US history | 55.35K | $534.09K | 0.00% | Add |
| CPP Investments history | 45.20K | $436.18K | 0.00% | Reduce |
| Manulife Financial history | 21.94K | $211.69K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 185.00K | $172.97K | 0.00% | New |
| Balyasny Asset Management history | 12.83K | $123.83K | 0.00% | Reduce |
| PNC Financial Services history | 1.43K | $13.78K | 0.00% | Reduce |
| Lazard Asset Management history | 1.26M | $11.80K | 0.00% | Hold |
| Citigroup Inc history | 3.00K | $2.80K | 0.00% | Hold |
| T. Rowe Price Associates history | 118.47K | $1.14K | 0.00% | Add |
Q1 2026 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| D. E. Shaw & Co history | 3.98M | $24.74M | 0.02% | Add |
| AQR Capital Management history | 2.34M | $14.53M | 0.01% | Add |
| Geode Capital Management history | 2.28M | $14.17M | 0.00% | Add |
| BlackRock Inc history | 15.53M | $13.99M | 0.00% | Add |
| Goldman Sachs Group history | 2.11M | $13.12M | 0.00% | Add |
| Morgan Stanley history | 1.89M | $11.73M | 0.00% | Add |
| Two Sigma Investments history | 1.38M | $8.58M | 0.01% | Add |
| BNY Mellon history | 816.69K | $5.07M | 0.00% | Add |
| Northern Trust Corp history | 805.93K | $5.00M | 0.00% | Add |
| Renaissance Technologies history | 778.84K | $4.84M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 740.73K | $4.60M | 0.00% | Add |
| Citadel Advisors history | 712.51K | $4.42M | 0.00% | Add |
| Point72 Asset Management history | 653.84K | $4.06M | 0.01% | New |
| Fidelity Management & Research (FMR) history | 4.05M | $3.65M | 0.00% | Hold |
| Millennium Management history | 550.21K | $3.42M | 0.00% | Add |
| Royce & Associates history | 487.49K | $3.03M | 0.03% | New |
| Marshall Wace history | 436.65K | $2.71M | 0.00% | Add |
| Principal Global Investors history | 394.30K | $2.45M | 0.00% | Add |
| Deutsche Bank AG history | 390.98K | $2.43M | 0.00% | Reduce |
| Franklin Resources history | 384.23K | $2.39M | 0.00% | Add |
| Balyasny Asset Management history | 228.12K | $1.42M | 0.00% | Reduce |
| UBS Group AG history | 177.90K | $1.10M | 0.00% | Reduce |
| Invesco Ltd history | 170.17K | $1.06M | 0.00% | Add |
| Legal & General Investment Management America history | 63.40K | $393.73K | 0.00% | Reduce |
| CPP Investments history | 59.50K | $369.50K | 0.00% | Add |
| Bank of America Corp history | 349.00K | $314.45K | 0.00% | Reduce |
| Amundi US history | 47.75K | $296.53K | 0.00% | Add |
| Wells Fargo & Co history | 38.50K | $239.07K | 0.00% | Reduce |
| Janus Henderson Group history | 38.30K | $237.65K | 0.00% | Hold |
| Prudential Financial history | 30.14K | $187.14K | 0.00% | New |
| Manulife Financial history | 23.44K | $145.57K | 0.00% | Reduce |
| Arrowstreet Capital history | 23.15K | $143.78K | 0.00% | Reduce |
| PNC Financial Services history | 4.98K | $30.90K | 0.00% | Add |
| Lazard Asset Management history | 1.26M | $11.36K | 0.00% | Reduce |
| Citigroup Inc history | 3.00K | $2.70K | 0.00% | Hold |
| T. Rowe Price Associates history | 103.93K | $647 | 0.00% | Add |
Q4 2025 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 13.07M | $171.31M | 0.00% | Add |
| ARK Invest history | 8.32M | $109.12M | 0.72% | Reduce |
| Fidelity International (FIL) history | 3.61M | $47.28M | 0.04% | Hold |
| Geode Capital Management history | 2.11M | $27.71M | 0.00% | Add |
| Morgan Stanley history | 1.66M | $21.72M | 0.00% | Add |
| Renaissance Technologies history | 1.31M | $17.14M | 0.03% | Reduce |
| BlackRock Inc history | 14.10M | $13.40M | 0.00% | Add |
| Northern Trust Corp history | 797.91K | $10.46M | 0.00% | Reduce |
| Deutsche Bank AG history | 671.07K | $8.80M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 667.69K | $8.75M | 0.00% | Reduce |
| Two Sigma Investments history | 625.12K | $8.20M | 0.01% | Reduce |
| BNY Mellon history | 565.04K | $7.41M | 0.00% | Add |
| D. E. Shaw & Co history | 505.47K | $6.63M | 0.00% | Add |
| Balyasny Asset Management history | 500.00K | $6.55M | 0.01% | Add |
| UBS Group AG history | 436.18K | $5.72M | 0.00% | Reduce |
| Arrowstreet Capital history | 363.50K | $4.77M | 0.00% | Reduce |
| AQR Capital Management history | 351.15K | $4.60M | 0.00% | Reduce |
| Citadel Advisors history | 293.56K | $3.85M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.05M | $3.85M | 0.00% | Hold |
| Franklin Resources history | 261.42K | $3.43M | 0.00% | Add |
| Principal Global Investors history | 207.86K | $2.73M | 0.00% | Add |
| Soros Fund Management history | 184.59K | $2.42M | 0.03% | New |
| Millennium Management history | 162.40K | $2.13M | 0.00% | Add |
| Bridgewater Associates history | 160.16K | $2.10M | 0.01% | Add |
| Goldman Sachs Group history | 1.95M | $1.85M | 0.00% | Hold |
| Bank of America Corp history | 1.85M | $1.76M | 0.00% | Add |
| Invesco Ltd history | 133.18K | $1.75M | 0.00% | Add |
| Wells Fargo & Co history | 107.73K | $1.41M | 0.00% | Add |
| Legal & General Investment Management America history | 84.41K | $1.11M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 986.00K | $937.53K | 0.00% | Add |
| CPP Investments history | 52.30K | $685.65K | 0.00% | Add |
| Manulife Financial history | 38.98K | $511.05K | 0.00% | Reduce |
| Janus Henderson Group history | 38.30K | $501.91K | 0.00% | Reduce |
| Amundi US history | 32.42K | $425.01K | 0.00% | Add |
| Marshall Wace history | 25.38K | $332.77K | 0.00% | Reduce |
| MFS Investment Management history | 10.35K | $135.64K | 0.00% | Reduce |
| Lazard Asset Management history | 10.27M | $98.13K | 0.00% | New |
| PNC Financial Services history | 377 | $4.94K | 0.00% | Reduce |
| Citigroup Inc history | 3.00K | $2.85K | 0.00% | Hold |
| T. Rowe Price Associates history | 79.00K | $1.04K | 0.00% | Reduce |
Q3 2025 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 12.59M | $208.05M | 0.00% | Add |
| ARK Invest history | 8.83M | $145.83M | 0.87% | Add |
| Fidelity International (FIL) history | 3.61M | $59.57M | 0.05% | Hold |
| Geode Capital Management history | 2.05M | $33.94M | 0.00% | Add |
| Janus Henderson Group history | 1.82M | $30.03M | 0.01% | Reduce |
| Renaissance Technologies history | 1.57M | $25.87M | 0.03% | Add |
| Morgan Stanley history | 1.32M | $21.82M | 0.00% | Add |
| Citadel Advisors history | 1.02M | $16.92M | 0.00% | Add |
| Two Sigma Investments history | 855.83K | $14.14M | 0.02% | Add |
| Northern Trust Corp history | 833.25K | $13.77M | 0.00% | Add |
| Charles Schwab Investment Management history | 825.91K | $13.64M | 0.00% | Add |
| Deutsche Bank AG history | 801.25K | $13.24M | 0.01% | Add |
| BlackRock Inc history | 13.30M | $13.00M | 0.00% | Add |
| AQR Capital Management history | 723.56K | $11.95M | 0.01% | Add |
| UBS Group AG history | 635.86K | $10.50M | 0.00% | Add |
| Arrowstreet Capital history | 594.28K | $9.82M | 0.01% | Add |
| BNY Mellon history | 556.05K | $9.19M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.05M | $3.95M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 196.01K | $3.24M | 0.00% | Add |
| D. E. Shaw & Co history | 164.06K | $2.71M | 0.00% | Reduce |
| Franklin Resources history | 162.88K | $2.69M | 0.00% | Add |
| Principal Global Investors history | 135.10K | $2.23M | 0.00% | Add |
| Millennium Management history | 117.14K | $1.94M | 0.00% | Reduce |
| Goldman Sachs Group history | 1.95M | $1.91M | 0.00% | Hold |
| Bridgewater Associates history | 108.60K | $1.79M | 0.01% | New |
| Invesco Ltd history | 107.18K | $1.77M | 0.00% | Add |
| MFS Investment Management history | 107.17K | $1.77M | 0.00% | Add |
| Legal & General Investment Management America history | 98.68K | $1.63M | 0.00% | Hold |
| Balyasny Asset Management history | 90.63K | $1.50M | 0.00% | Reduce |
| Wells Fargo & Co history | 65.83K | $1.09M | 0.00% | Add |
| Marshall Wace history | 51.39K | $849.01K | 0.00% | Reduce |
| Manulife Financial history | 42.47K | $701.54K | 0.00% | Reduce |
| Amundi US history | 28.34K | $452.92K | 0.00% | Reduce |
| PNC Financial Services history | 16.18K | $267.25K | 0.00% | Add |
| Bank of America Corp history | 235.00K | $229.59K | 0.00% | Reduce |
| Prudential Financial history | 11.67K | $192.74K | 0.00% | Reduce |
| CPP Investments history | 11.60K | $191.63K | 0.00% | Reduce |
| Citigroup Inc history | 3.00K | $2.93K | 0.00% | Reduce |
| T. Rowe Price Associates history | 98.48K | $1.63K | 0.00% | Reduce |
Q2 2025 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 10.75M | $164.31M | 0.00% | Add |
| ARK Invest history | 8.60M | $131.45M | 0.96% | Reduce |
| Fidelity International (FIL) history | 3.61M | $55.10M | 0.05% | Hold |
| Geode Capital Management history | 2.03M | $31.04M | 0.00% | Reduce |
| Janus Henderson Group history | 1.85M | $28.20M | 0.01% | Reduce |
| Renaissance Technologies history | 1.37M | $20.99M | 0.03% | Add |
| Bank of America Corp history | 1.10M | $16.74M | 0.00% | Add |
| Citadel Advisors history | 1.00M | $15.33M | 0.00% | Add |
| Northern Trust Corp history | 818.41K | $12.51M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 798.62K | $12.20M | 0.00% | Add |
| BlackRock Inc history | 12.33M | $11.75M | 0.00% | Add |
| Deutsche Bank AG history | 740.08K | $11.31M | 0.00% | Reduce |
| Marshall Wace history | 684.66K | $10.46M | 0.01% | Reduce |
| BNY Mellon history | 651.28K | $9.95M | 0.00% | Reduce |
| Arrowstreet Capital history | 557.41K | $8.52M | 0.01% | Add |
| AQR Capital Management history | 449.15K | $6.86M | 0.01% | Add |
| UBS Group AG history | 327.46K | $5.00M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 5.03M | $4.79M | 0.00% | Reduce |
| Two Sigma Investments history | 301.22K | $4.60M | 0.01% | Reduce |
| D. E. Shaw & Co history | 255.09K | $3.90M | 0.00% | Add |
| Millennium Management history | 192.40K | $2.94M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 185.12K | $2.83M | 0.00% | Reduce |
| Goldman Sachs Group history | 1.95M | $1.86M | 0.00% | Hold |
| Amundi US history | 111.89K | $1.76M | 0.00% | Add |
| MFS Investment Management history | 100.13K | $1.53M | 0.00% | Reduce |
| Legal & General Investment Management America history | 98.75K | $1.51M | 0.00% | Hold |
| Balyasny Asset Management history | 95.09K | $1.45M | 0.00% | Reduce |
| Invesco Ltd history | 93.53K | $1.43M | 0.00% | Add |
| Principal Global Investors history | 73.03K | $1.12M | 0.00% | New |
| Manulife Financial history | 45.06K | $688.50K | 0.00% | Reduce |
| Morgan Stanley history | 603.00K | $574.36K | 0.00% | Add |
| Citigroup Inc history | 481.00K | $458.15K | 0.00% | Add |
| Franklin Resources history | 28.30K | $432.38K | 0.00% | Hold |
| Prudential Financial history | 19.33K | $341.59K | 0.00% | Add |
| CPP Investments history | 20.80K | $317.82K | 0.00% | Hold |
| Norges Bank Investment Management history | 15.85K | $242.11K | 0.00% | Reduce |
| PNC Financial Services history | 9.10K | $139.06K | 0.00% | Reduce |
| Wells Fargo & Co history | 2.00K | $1.88K | 0.00% | Reduce |
| Lazard Asset Management history | 1.73M | $1.66K | 0.00% | Reduce |
| T. Rowe Price Associates history | 101.56K | $1.55K | 0.00% | Add |
Q1 2025 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 10.39M | $189.88M | 0.00% | Reduce |
| ARK Invest history | 9.17M | $167.55M | 1.69% | Add |
| Fidelity International (FIL) history | 3.61M | $65.89M | 0.06% | Reduce |
| Janus Henderson Group history | 2.75M | $51.55M | 0.03% | Reduce |
| Geode Capital Management history | 2.09M | $38.13M | 0.00% | Reduce |
| UBS Group AG history | 1.71M | $31.21M | 0.01% | Add |
| Renaissance Technologies history | 1.26M | $22.96M | 0.04% | Add |
| BNY Mellon history | 1.01M | $18.46M | 0.00% | Add |
| Millennium Management history | 1.01M | $18.36M | 0.01% | Add |
| Citadel Advisors history | 929.35K | $16.98M | 0.00% | Reduce |
| Marshall Wace history | 908.49K | $16.60M | 0.02% | Add |
| Northern Trust Corp history | 854.81K | $15.62M | 0.00% | Reduce |
| Deutsche Bank AG history | 845.34K | $15.44M | 0.01% | Add |
| Charles Schwab Investment Management history | 727.82K | $13.30M | 0.00% | Reduce |
| BlackRock Inc history | 11.78M | $11.69M | 0.00% | Add |
| JPMorgan Chase & Co history | 538.28K | $9.83M | 0.00% | Add |
| Arrowstreet Capital history | 472.90K | $8.64M | 0.01% | Add |
| Two Sigma Investments history | 410.56K | $7.50M | 0.02% | Reduce |
| Fidelity Management & Research (FMR) history | 5.91M | $5.87M | 0.00% | Add |
| Balyasny Asset Management history | 212.39K | $3.88M | 0.01% | Add |
| MFS Investment Management history | 207.93K | $3.80M | 0.00% | Reduce |
| D. E. Shaw & Co history | 177.59K | $3.24M | 0.00% | Add |
| AQR Capital Management history | 147.13K | $2.68M | 0.00% | Add |
| Point72 Asset Management history | 121.14K | $2.21M | 0.01% | Reduce |
| Goldman Sachs Group history | 1.95M | $1.93M | 0.00% | Hold |
| Legal & General Investment Management America history | 98.29K | $1.80M | 0.00% | Reduce |
| Wells Fargo & Co history | 85.01K | $1.55M | 0.00% | Reduce |
| Invesco Ltd history | 78.20K | $1.43M | 0.00% | Add |
| Bank of America Corp history | 1.00M | $980.00K | 0.00% | Hold |
| Manulife Financial history | 48.80K | $891.50K | 0.00% | Add |
| Franklin Resources history | 28.24K | $515.91K | 0.00% | Reduce |
| CPP Investments history | 20.80K | $380.02K | 0.00% | Hold |
| Prudential Financial history | 19.10K | $355.88K | 0.00% | New |
| Morgan Stanley history | 300.00K | $294.00K | 0.00% | Hold |
| PNC Financial Services history | 9.17K | $167.55K | 0.00% | Reduce |
| Amundi US history | 7.22K | $122.72K | 0.00% | Reduce |
| Citigroup Inc history | 72.00K | $70.56K | 0.00% | Hold |
| Lazard Asset Management history | 1.75M | $2.13K | 0.00% | Add |
| T. Rowe Price Associates history | 96.47K | $1.76K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 185.00K sh · $172.97K
Fully Exited (vs previous quarter)
- Millennium Management sold 550.21K sh · $3.42M
- Janus Henderson Group sold 38.30K sh · $237.65K
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D. E. Shaw & Co | 4.22M | 3.98M | 505.47K | 164.06K | 255.09K | 177.59K | 77.39K | 61.06K | 82.22K | 51.99K | 51.61K | 62.07K | 124.44K | 127.36K | — | 16.81K | 101.37K | 193.89K | 559.12K | 978.98K |
| AQR Capital Management | 3.23M | 2.34M | 351.15K | 723.56K | 449.15K | 147.13K | 69.88K | 79.82K | 32.98K | 84.58K | 35.12K | 190.57K | 122.12K | 17.81K | 8.20K | — | — | — | 6.37K | — |
| Geode Capital Management | 2.25M | 2.28M | 2.11M | 2.05M | 2.03M | 2.09M | 2.10M | 2.15M | 2.11M | 1.97M | 1.93M | 1.81M | 1.62M | 1.57M | 1.50M | 1.42M | 1.37M | 1.36M | 1.29M | 1.25M |
| Goldman Sachs Group | 2.05M | 2.11M | 1.95M | 1.95M | 1.95M | 1.95M | 1.95M | 2.13M | 2.37M | 1.82M | 2.29M | 1.38M | 963.66K | 1.05M | 915.47K | 1.22M | 1.19M | 1.10M | 745.98K | 847.04K |
| Morgan Stanley | 1.94M | 1.89M | 1.66M | 1.32M | 603.00K | 300.00K | 300.00K | 300.00K | 300.00K | 2.01M | 1.97M | 1.24M | 262.00K | 212.00K | 205.00K | 100.00K | 852.18K | 750.46K | 953.57K | 942.00K |
| Citadel Advisors | 886.99K | 712.51K | 293.56K | 1.02M | 1.00M | 929.35K | 941.29K | 572.27K | 1.61M | 1.75M | 473.64K | 13.84M | 5.00M | 1.37M | 1.40M | 3.00M | 7.00M | 7.00M | 6.00M | 7.08M |
| Royce & Associates | 822.60K | 487.49K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 374.74K | 465.64K | 478.44K | — |
| Two Sigma Investments | 812.86K | 1.38M | 625.12K | 855.83K | 301.22K | 410.56K | 431.25K | 32.60K | 129.75K | 131.62K | 191.81K | 132.10K | 56.50K | 316.68K | 32.91K | 15.00K | 141.71K | 693.17K | 929.80K | 1.33M |
| BNY Mellon | 790.55K | 816.69K | 565.04K | 556.05K | 651.28K | 1.01M | 905.34K | 805.13K | 775.80K | 720.96K | 693.23K | 740.37K | 679.46K | 667.71K | 730.67K | 745.36K | 720.91K | 676.35K | 911.54K | 872.82K |
| Northern Trust Corp | 788.12K | 805.93K | 797.91K | 833.25K | 818.41K | 854.81K | 907.07K | 872.05K | 890.51K | 867.11K | 906.57K | 873.45K | 814.50K | 808.36K | 788.51K | 775.84K | 782.41K | 815.96K | 835.12K | 846.04K |
| BlackRock Inc | 8.12M | 15.53M | 14.10M | 13.30M | 12.33M | 11.78M | 11.55M | 8.25M | — | — | — | — | — | — | — | — | — | — | — | — |
| Charles Schwab Investment Management | 669.24K | 740.73K | 667.69K | 825.91K | 798.62K | 727.82K | 766.86K | 778.77K | 795.52K | 787.21K | 832.95K | 813.32K | 652.62K | 618.39K | 614.21K | 591.92K | 568.78K | 571.90K | 550.78K | 531.25K |
| Franklin Resources | 598.32K | 384.23K | 261.42K | 162.88K | 28.30K | 28.24K | 32.88K | 32.91K | 31.21K | 27.59K | 27.59K | 29.00K | 28.89K | — | — | — | — | 10.12K | 13.17K | 11.51K |
| Deutsche Bank AG | 584.70K | 390.98K | 671.07K | 801.25K | 740.08K | 845.34K | 799.05K | 795.36K | 735.68K | 639.26K | 603.86K | 45.80K | 40.17K | 60.74K | 43.97K | 38.98K | 47.34K | 61.68K | 60.84K | 165.90K |
| Marshall Wace | 551.66K | 436.65K | 25.38K | 51.39K | 684.66K | 908.49K | 721.95K | 66.30K | 46.10K | 35.90K | — | — | — | 29.47K | — | — | 31.72K | 218.02K | 758.17K | 491.98K |
| Renaissance Technologies | 478.44K | 778.84K | 1.31M | 1.57M | 1.37M | 1.26M | 1.19M | 1.28M | 1.32M | 1.49M | 1.68M | 1.48M | 1.62M | 586.40K | 427.10K | 374.80K | 303.60K | 249.40K | — | 271.30K |
| Principal Global Investors | 425.54K | 394.30K | 207.86K | 135.10K | 73.03K | — | — | — | 12.06K | 12.01K | 10.47K | 9.28K | 10.07K | 9.53K | 10.38K | 12.39K | 13.20K | 15.03K | 13.96K | 16.93K |
| Fidelity Management & Research (FMR) | 4.02M | 4.05M | 4.05M | 4.05M | 5.03M | 5.91M | 229.87K | 2.50M | 2.70M | 85.02K | 3.15M | 3.15M | 3.15M | 65.73K | 61.37K | 83.05K | 84.03K | 26.00K | 23.15K | 20.68K |
| UBS Group AG | 336.43K | 177.90K | 436.18K | 635.86K | 327.46K | 1.71M | 1.64M | 1.61M | 1.78M | 1.92M | 103.28K | 162.40K | 6.00K | 83.59K | 6.00K | 12.40K | 73.22K | 121.48K | 205.84K | 109.09K |
| Bank of America Corp | 3.47M | 349.00K | 1.85M | 235.00K | 1.10M | 1.00M | 1.00M | 1.29M | 1.17M | 1.09M | 536.50K | 444.49K | 655.57K | 527.64K | 759.76K | 479.01K | 455.75K | 488.77K | 469.30K | 2.00M |
▲ 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