PENN — PENN ENTERTAINMENT INC
Reported value held$1.70B
Funds holding (latest)48
SectorConsumer Discretionary
Funds holding (Q2 2026)35
Institutional value$1.25B · 58.46M sh
New / Add / Cut / Exit3 / 19 / 13 / 5
Top-5 / Top-10 concentration67.7% / 85.5%
Institutional holdings change
Accumulating +9.3%
(+4.95M sh)
Institutional value change
Up +56.0%
As of Q2 2026, 35 SEC-registered investment managers reported holding PENN (PENN ENTERTAINMENT INC) in their latest 13F filings, with a combined reported value of $1.25B across 58.46M shares. That is +9.3% by share count (+4.95M shares) versus the previous quarter, while reported value moved +56.0%. Ownership is concentrated: the five largest holders account for 67.7% of reported value and the top ten for 85.5%.
Compared with the prior quarter, 3 opened new positions, 19 added to existing stakes, 13 trimmed, 5 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
PENN is classified in the Consumer Discretionary 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 |
|---|---|---|---|---|
| BlackRock Inc history | 19.22M | $410.58M | 0.01% | Add |
| AQR Capital Management history | 6.89M | $147.23M | 0.05% | Add |
| Bank of America Corp history | 5.10M | $108.92M | 0.01% | Add |
| Invesco Ltd history | 4.85M | $103.57M | 0.01% | Reduce |
| Geode Capital Management history | 3.42M | $73.02M | 0.00% | Add |
| Baron Funds history | 2.74M | $58.62M | 0.14% | Add |
| Goldman Sachs Group history | 2.43M | $51.88M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 1.77M | $37.86M | 0.01% | Add |
| Morgan Stanley history | 1.73M | $36.96M | 0.00% | Add |
| Arrowstreet Capital history | 1.67M | $35.71M | 0.02% | Reduce |
| Northern Trust Corp history | 1.42M | $30.23M | 0.00% | Add |
| UBS Group AG history | 826.45K | $17.65M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 753.82K | $16.76M | 0.00% | New |
| BNY Mellon history | 782.48K | $16.71M | 0.00% | Add |
| Principal Global Investors history | 613.96K | $13.11M | 0.01% | Reduce |
| Millennium Management history | 534.90K | $11.43M | 0.00% | Reduce |
| Wells Fargo & Co history | 440.50K | $9.41M | 0.00% | Add |
| PSP Investments history | 436.44K | $9.32M | 0.02% | Reduce |
| Wellington Management Group history | 406.35K | $8.68M | 0.00% | New |
| D. E. Shaw & Co history | 390.95K | $8.35M | 0.00% | Reduce |
| Legal & General Investment Management America history | 299.87K | $6.41M | 0.00% | Add |
| Citigroup Inc history | 278.92K | $5.96M | 0.00% | Add |
| Two Sigma Investments history | 195.75K | $4.18M | 0.00% | New |
| Deutsche Bank AG history | 183.11K | $3.91M | 0.00% | Add |
| Bridgewater Associates history | 177.93K | $3.80M | 0.02% | Add |
| Citadel Advisors history | 172.30K | $3.68M | 0.00% | Reduce |
| Prudential Financial history | 153.78K | $3.28M | 0.00% | Add |
| Norges Bank Investment Management history | 105.91K | $2.26M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 87.81K | $1.88M | 0.00% | Reduce |
| Manulife Financial history | 67.26K | $1.44M | 0.00% | Add |
| Lazard Asset Management history | 45.22K | $965.99K | 0.00% | Add |
| Amundi US history | 42.17K | $900.71K | 0.00% | Reduce |
| Marshall Wace history | 20.61K | $440.29K | 0.00% | Reduce |
| PNC Financial Services history | 14.47K | $309.16K | 0.00% | Add |
| T. Rowe Price Associates history | 183.99K | $3.93K | 0.00% | Add |
Q1 2026 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 15.69M | $235.87M | 0.00% | Add |
| Invesco Ltd history | 5.13M | $77.06M | 0.01% | Reduce |
| Bank of America Corp history | 4.35M | $65.40M | 0.01% | Add |
| Goldman Sachs Group history | 3.91M | $58.84M | 0.01% | Add |
| Citadel Advisors history | 3.05M | $45.84M | 0.01% | Add |
| AQR Capital Management history | 2.96M | $43.38M | 0.02% | Reduce |
| Balyasny Asset Management history | 2.44M | $36.63M | 0.05% | Add |
| Geode Capital Management history | 2.35M | $35.27M | 0.00% | Reduce |
| Arrowstreet Capital history | 2.32M | $34.92M | 0.02% | Add |
| Baron Funds history | 2.09M | $31.45M | 0.10% | New |
| Charles Schwab Investment Management history | 1.47M | $22.09M | 0.00% | Add |
| UBS Group AG history | 1.23M | $18.54M | 0.00% | Add |
| Millennium Management history | 1.16M | $17.41M | 0.01% | Add |
| Northern Trust Corp history | 877.90K | $13.19M | 0.00% | Add |
| BNY Mellon history | 687.07K | $10.33M | 0.00% | Reduce |
| Principal Global Investors history | 617.20K | $9.28M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 484.93K | $7.29M | 0.00% | Add |
| PSP Investments history | 455.65K | $6.85M | 0.02% | Add |
| D. E. Shaw & Co history | 416.07K | $6.25M | 0.00% | Add |
| Legal & General Investment Management America history | 297.09K | $4.46M | 0.00% | Reduce |
| Point72 Asset Management history | 242.88K | $3.65M | 0.01% | Reduce |
| Citigroup Inc history | 213.16K | $3.20M | 0.00% | Add |
| Bridgewater Associates history | 150.39K | $2.26M | 0.01% | New |
| Prudential Financial history | 119.11K | $1.79M | 0.00% | Reduce |
| CPP Investments history | 64.60K | $970.94K | 0.00% | Reduce |
| Maverick Capital history | 63.80K | $958.90K | 0.01% | New |
| Janus Henderson Group history | 63.06K | $948.14K | 0.00% | Hold |
| Deutsche Bank AG history | 59.63K | $896.31K | 0.00% | Add |
| Marshall Wace history | 59.31K | $891.43K | 0.00% | Reduce |
| Amundi US history | 50.57K | $760.02K | 0.00% | Reduce |
| Lazard Asset Management history | 43.78K | $657.97K | 0.00% | New |
| Manulife Financial history | 28.82K | $433.21K | 0.00% | Add |
| PNC Financial Services history | 14.30K | $214.90K | 0.00% | Add |
| Wells Fargo & Co history | 197.00K | $195.89K | 0.00% | Hold |
| T. Rowe Price Associates history | 138.62K | $2.08K | 0.00% | Add |
| Morgan Stanley history | 1.00K | $997 | 0.00% | Hold |
Q4 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 15.41M | $227.28M | 0.00% | Reduce |
| Vanguard Group history | 14.30M | $210.96M | 0.00% | Reduce |
| Invesco Ltd history | 5.77M | $85.17M | 0.01% | Reduce |
| AQR Capital Management history | 3.50M | $51.34M | 0.03% | Add |
| Goldman Sachs Group history | 2.46M | $36.31M | 0.01% | Hold |
| Geode Capital Management history | 2.41M | $35.48M | 0.00% | Reduce |
| Arrowstreet Capital history | 2.13M | $31.37M | 0.02% | Reduce |
| Citadel Advisors history | 1.83M | $26.97M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.32M | $19.48M | 0.00% | Reduce |
| UBS Group AG history | 903.21K | $13.32M | 0.00% | Reduce |
| Northern Trust Corp history | 812.92K | $11.99M | 0.00% | Reduce |
| Millennium Management history | 803.64K | $11.85M | 0.01% | Add |
| Amundi US history | 782.07K | $11.54M | 0.00% | Hold |
| Point72 Asset Management history | 727.01K | $10.72M | 0.01% | Add |
| BNY Mellon history | 715.56K | $10.55M | 0.00% | Reduce |
| Principal Global Investors history | 607.36K | $8.96M | 0.01% | Reduce |
| Norges Bank Investment Management history | 502.38K | $7.41M | 0.00% | Reduce |
| PSP Investments history | 442.11K | $6.52M | 0.02% | Reduce |
| Marshall Wace history | 413.50K | $6.10M | 0.01% | Add |
| CPP Investments history | 367.90K | $5.43M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 339.09K | $5.00M | 0.00% | Add |
| Legal & General Investment Management America history | 336.28K | $4.96M | 0.00% | Reduce |
| D. E. Shaw & Co history | 273.31K | $4.03M | 0.00% | Add |
| Prudential Financial history | 120.41K | $1.78M | 0.00% | Reduce |
| Citigroup Inc history | 120.19K | $1.77M | 0.00% | Add |
| Two Sigma Investments history | 101.90K | $1.50M | 0.00% | Reduce |
| Janus Henderson Group history | 63.06K | $929.85K | 0.00% | Hold |
| Deutsche Bank AG history | 59.26K | $874.14K | 0.00% | Hold |
| Manulife Financial history | 24.74K | $364.94K | 0.00% | Reduce |
| Balyasny Asset Management history | 13.90K | $205.03K | 0.00% | Reduce |
| Wells Fargo & Co history | 197.00K | $193.06K | 0.00% | Add |
| PNC Financial Services history | 12.55K | $185.16K | 0.00% | Add |
| JPMorgan Chase & Co history | 10.00K | $147.50K | 0.00% | Hold |
| Bank of America Corp history | 3.00K | $2.96K | 0.00% | Reduce |
| T. Rowe Price Associates history | 128.30K | $1.89K | 0.00% | Add |
| Morgan Stanley history | 1.00K | $988 | 0.00% | Hold |
Q3 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 16.32M | $314.34M | 0.01% | Reduce |
| Vanguard Group history | 15.35M | $295.70M | 0.00% | Reduce |
| Invesco Ltd history | 5.86M | $112.91M | 0.02% | Reduce |
| Arrowstreet Capital history | 3.93M | $75.70M | 0.05% | Add |
| Geode Capital Management history | 2.54M | $48.97M | 0.00% | Hold |
| Goldman Sachs Group history | 2.46M | $47.47M | 0.01% | Hold |
| Charles Schwab Investment Management history | 1.37M | $26.29M | 0.00% | Add |
| UBS Group AG history | 941.21K | $18.13M | 0.00% | Reduce |
| Northern Trust Corp history | 909.54K | $17.52M | 0.00% | Reduce |
| Citadel Advisors history | 817.60K | $15.75M | 0.00% | Reduce |
| Balyasny Asset Management history | 779.94K | $15.02M | 0.02% | Add |
| BNY Mellon history | 768.38K | $14.80M | 0.00% | Reduce |
| Amundi US history | 781.95K | $14.46M | 0.01% | Add |
| Principal Global Investors history | 674.30K | $12.99M | 0.01% | Reduce |
| CPP Investments history | 590.20K | $11.37M | 0.01% | Add |
| PSP Investments history | 547.98K | $10.55M | 0.04% | Add |
| Millennium Management history | 487.18K | $9.38M | 0.00% | Reduce |
| AQR Capital Management history | 378.65K | $7.29M | 0.01% | Add |
| Legal & General Investment Management America history | 362.13K | $6.97M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 237.03K | $4.57M | 0.00% | Reduce |
| Marshall Wace history | 144.08K | $2.78M | 0.00% | Reduce |
| D. E. Shaw & Co history | 141.10K | $2.72M | 0.00% | Add |
| Two Sigma Investments history | 140.02K | $2.70M | 0.00% | Add |
| Prudential Financial history | 136.07K | $2.62M | 0.00% | Reduce |
| Maverick Capital history | 131.71K | $2.54M | 0.03% | New |
| Citigroup Inc history | 106.37K | $2.05M | 0.00% | Reduce |
| Janus Henderson Group history | 63.06K | $1.21M | 0.00% | Hold |
| Deutsche Bank AG history | 59.26K | $1.14M | 0.00% | Add |
| Point72 Asset Management history | 50.00K | $963.00K | 0.00% | Reduce |
| Bank of America Corp history | 844.00K | $870.59K | 0.00% | Add |
| Manulife Financial history | 27.86K | $536.53K | 0.00% | Reduce |
| PNC Financial Services history | 12.00K | $231.08K | 0.00% | Add |
| JPMorgan Chase & Co history | 10.00K | $192.60K | 0.00% | Reduce |
| Wells Fargo & Co history | 80.00K | $82.62K | 0.00% | Add |
| T. Rowe Price Associates history | 124.85K | $2.40K | 0.00% | Add |
| Morgan Stanley history | 1.00K | $1.03K | 0.00% | Reduce |
Q2 2025 — 47 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 16.42M | $293.50M | 0.01% | Add |
| BlackRock Inc history | 16.42M | $293.50M | 0.01% | Add |
| Vanguard Group history | 16.03M | $286.44M | 0.01% | Reduce |
| Invesco Ltd history | 5.92M | $105.72M | 0.02% | Reduce |
| Geode Capital Management history | 2.54M | $45.37M | 0.00% | Reduce |
| Goldman Sachs Group history | 2.47M | $44.18M | 0.01% | Reduce |
| Goldman Sachs Group history | 2.47M | $44.18M | 0.01% | Reduce |
| Arrowstreet Capital history | 2.25M | $40.21M | 0.03% | New |
| Norges Bank Investment Management history | 2.22M | $39.74M | 0.01% | Add |
| Norges Bank Investment Management history | 2.22M | $39.74M | 0.01% | Add |
| Citadel Advisors history | 1.98M | $35.36M | 0.01% | Reduce |
| Citadel Advisors history | 1.98M | $35.36M | 0.01% | Reduce |
| Millennium Management history | 1.95M | $34.80M | 0.02% | Reduce |
| Morgan Stanley history | 1.59M | $28.39M | 0.00% | Reduce |
| Morgan Stanley history | 1.59M | $28.39M | 0.00% | Reduce |
| UBS Group AG history | 1.39M | $24.91M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.33M | $23.75M | 0.00% | Add |
| Northern Trust Corp history | 920.47K | $16.45M | 0.00% | Reduce |
| BNY Mellon history | 809.29K | $14.46M | 0.00% | Reduce |
| Point72 Asset Management history | 801.34K | $14.32M | 0.03% | Add |
| Point72 Asset Management history | 801.34K | $14.32M | 0.03% | Add |
| Principal Global Investors history | 717.92K | $12.83M | 0.01% | Reduce |
| Balyasny Asset Management history | 508.45K | $9.09M | 0.01% | Add |
| PSP Investments history | 496.06K | $8.86M | 0.04% | Add |
| Fidelity Management & Research (FMR) history | 406.51K | $7.26M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 406.51K | $7.26M | 0.00% | Reduce |
| Legal & General Investment Management America history | 389.67K | $6.96M | 0.00% | Reduce |
| Marshall Wace history | 386.87K | $6.91M | 0.01% | Add |
| CPP Investments history | 202.10K | $3.61M | 0.00% | Add |
| CPP Investments history | 202.10K | $3.61M | 0.00% | Add |
| Prudential Financial history | 145.53K | $3.01M | 0.00% | Hold |
| Two Sigma Investments history | 138.91K | $2.48M | 0.01% | Reduce |
| Two Sigma Investments history | 138.91K | $2.48M | 0.01% | Reduce |
| Citigroup Inc history | 131.81K | $2.36M | 0.00% | Reduce |
| Janus Henderson Group history | 63.06K | $1.13M | 0.00% | Hold |
| D. E. Shaw & Co history | 60.30K | $1.08M | 0.00% | Add |
| Deutsche Bank AG history | 58.12K | $1.04M | 0.00% | Hold |
| Deutsche Bank AG history | 58.12K | $1.04M | 0.00% | Hold |
| AQR Capital Management history | 49.66K | $887.42K | 0.00% | Add |
| Manulife Financial history | 28.57K | $510.62K | 0.00% | Reduce |
| Amundi US history | 24.75K | $460.67K | 0.00% | Add |
| Bank of America Corp history | 394.00K | $408.62K | 0.00% | Add |
| JPMorgan Chase & Co history | 13.50K | $241.25K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 13.50K | $241.25K | 0.00% | Reduce |
| PNC Financial Services history | 8.36K | $149.36K | 0.00% | Add |
| T. Rowe Price Associates history | 116.90K | $2.09K | 0.00% | Add |
| Wells Fargo & Co history | 1.00K | $1.05K | 0.00% | Reduce |
Q1 2025 — 47 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 16.25M | $265.02M | 0.01% | Reduce |
| Invesco Ltd history | 6.00M | $97.90M | 0.02% | Add |
| Citadel Advisors history | 3.26M | $53.13M | 0.01% | Reduce |
| Citadel Advisors history | 3.26M | $53.13M | 0.01% | Reduce |
| Goldman Sachs Group history | 3.14M | $51.15M | 0.01% | Reduce |
| Goldman Sachs Group history | 3.14M | $51.15M | 0.01% | Reduce |
| Geode Capital Management history | 2.57M | $41.91M | 0.00% | Add |
| Millennium Management history | 2.42M | $39.41M | 0.02% | Add |
| Morgan Stanley history | 2.01M | $32.81M | 0.00% | Add |
| Morgan Stanley history | 2.01M | $32.81M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.31M | $21.31M | 0.00% | Reduce |
| Northern Trust Corp history | 1.03M | $16.75M | 0.00% | Reduce |
| BNY Mellon history | 886.09K | $14.45M | 0.00% | Reduce |
| Principal Global Investors history | 742.90K | $12.12M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 10.40M | $10.64M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 10.40M | $10.64M | 0.00% | Reduce |
| PSP Investments history | 474.54K | $7.74M | 0.03% | Add |
| Citigroup Inc history | 421.91K | $6.88M | 0.00% | Add |
| Legal & General Investment Management America history | 396.73K | $6.47M | 0.00% | Hold |
| Two Sigma Investments history | 314.15K | $5.12M | 0.01% | Add |
| Two Sigma Investments history | 314.15K | $5.12M | 0.01% | Add |
| Point72 Asset Management history | 297.76K | $4.86M | 0.01% | Reduce |
| Point72 Asset Management history | 297.76K | $4.86M | 0.01% | Reduce |
| Balyasny Asset Management history | 281.87K | $4.60M | 0.01% | Add |
| BlackRock Inc history | 3.54M | $3.62M | 0.00% | Hold |
| BlackRock Inc history | 3.54M | $3.62M | 0.00% | Hold |
| Marshall Wace history | 214.71K | $3.50M | 0.00% | New |
| Prudential Financial history | 145.01K | $3.01M | 0.00% | Reduce |
| CPP Investments history | 175.30K | $2.86M | 0.00% | New |
| CPP Investments history | 175.30K | $2.86M | 0.00% | New |
| Soros Fund Management history | 150.00K | $2.45M | 0.04% | Reduce |
| Soros Fund Management history | 150.00K | $2.45M | 0.04% | Reduce |
| Wells Fargo & Co history | 1.90M | $1.98M | 0.00% | Add |
| Janus Henderson Group history | 63.06K | $1.07M | 0.00% | Hold |
| Deutsche Bank AG history | 58.12K | $948.02K | 0.00% | Add |
| Deutsche Bank AG history | 58.12K | $948.02K | 0.00% | Add |
| D. E. Shaw & Co history | 47.30K | $771.46K | 0.00% | Reduce |
| Manulife Financial history | 34.00K | $554.56K | 0.00% | Add |
| UBS Group AG history | 500.00K | $511.60K | 0.00% | Reduce |
| AQR Capital Management history | 19.51K | $318.26K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 268.00K | $278.78K | 0.00% | Hold |
| JPMorgan Chase & Co history | 268.00K | $278.78K | 0.00% | Hold |
| PNC Financial Services history | 6.91K | $112.73K | 0.00% | Reduce |
| Bank of America Corp history | 2.00K | $2.05K | 0.00% | Reduce |
| T. Rowe Price Associates history | 112.81K | $1.84K | 0.00% | Add |
| Amundi US history | 46 | $711 | 0.00% | New |
| Lazard Asset Management history | 3.30K | $53 | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 753.82K sh · $16.76M
- Wellington Management Group 406.35K sh · $8.68M
- Two Sigma Investments 195.75K sh · $4.18M
Fully Exited (vs previous quarter)
- Balyasny Asset Management sold 2.44M sh · $36.63M
- Point72 Asset Management sold 242.88K sh · $3.65M
- CPP Investments sold 64.60K sh · $970.94K
- Maverick Capital sold 63.80K sh · $958.90K
- Janus Henderson Group sold 63.06K sh · $948.14K
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 | 19.22M | 15.69M | 15.41M | 16.32M | 16.42M | 3.54M | 3.54M | 2.76M | — | — | — | — | — | — | — | — | — | — | — | — |
| AQR Capital Management | 6.89M | 2.96M | 3.50M | 378.65K | 49.66K | 19.51K | 21.45K | 24.15K | — | 35.71K | 426.39K | 1.60M | 2.13M | 625.94K | 317.03K | 221.49K | 507.05K | 395.01K | 201.37K | 104.23K |
| Bank of America Corp | 5.10M | 4.35M | 3.00K | 844.00K | 394.00K | 2.00K | 4.35M | 172.00K | 2.62M | 5.63M | 2.00K | 30.38M | 30.00M | 34.50M | 832.00K | 1.16M | 2.55M | 2.53M | 1.97M | 2.16M |
| Invesco Ltd | 4.85M | 5.13M | 5.77M | 5.86M | 5.92M | 6.00M | 3.88M | 3.03M | 195.00K | 194.00K | 194.00K | 194.00K | 194.00K | 2.74M | 5.13M | 6.33M | 7.84M | 8.86M | 11.84M | 10.78M |
| Geode Capital Management | 3.42M | 2.35M | 2.41M | 2.54M | 2.54M | 2.57M | 2.50M | 2.35M | 2.50M | 2.54M | 2.45M | 2.40M | 2.39M | 2.32M | 2.27M | 2.26M | 3.40M | 3.27M | 3.11M | 2.91M |
| Baron Funds | 2.74M | 2.09M | — | — | — | — | — | — | — | 353.40K | 5.14M | 6.14M | 7.44M | 7.66M | 8.09M | 8.57M | 8.69M | 10.62M | 10.67M | 10.42M |
| Goldman Sachs Group | 2.43M | 3.91M | 2.46M | 2.46M | 2.47M | 3.14M | 3.39M | 2.87M | 2.82M | 4.10M | 5.50M | 4.57M | 1.72M | 5.57M | 4.17M | 4.94M | 375.55K | 2.04M | 1.04M | 509.87K |
| Charles Schwab Investment Management | 1.77M | 1.47M | 1.32M | 1.37M | 1.33M | 1.31M | 1.34M | 1.28M | 1.14M | 1.08M | 1.02M | 974.18K | 1.40M | 1.39M | 1.76M | 1.72M | 1.96M | 1.88M | 1.78M | 1.62M |
| Morgan Stanley | 1.73M | 1.00K | 1.00K | 1.00K | 1.59M | 2.01M | 1.91M | 1.92M | 1.62M | 122.00K | 112.00K | 112.00K | 105.00K | 106.00K | 100.00K | 99.00K | 1.63M | 1.32M | 1.89M | 1.57M |
| Arrowstreet Capital | 1.67M | 2.32M | 2.13M | 3.93M | 2.25M | — | — | — | — | — | 1.57M | — | — | — | 539.64K | 324.37K | — | — | — | 35.60K |
| Northern Trust Corp | 1.42M | 877.90K | 812.92K | 909.54K | 920.47K | 1.03M | 1.04M | 873.87K | 819.47K | 917.93K | 1.08M | 1.08M | 1.11M | 1.16M | 1.19M | 1.26M | 1.35M | 1.30M | 1.29M | 1.24M |
| UBS Group AG | 826.45K | 1.23M | 903.21K | 941.21K | 1.39M | 500.00K | 1.53M | 658.34K | 823.74K | 70.83K | 211.56K | 358.61K | 156.11K | 284.29K | 1.00K | 223.02K | 321.51K | 278.07K | 265.23K | 183.13K |
| JPMorgan Chase & Co | 753.82K | — | 10.00K | 10.00K | 13.50K | 268.00K | 268.00K | 8.70K | 114.90K | 2.42M | 95.30K | 2.42M | 7.08M | 8.29M | 18.00K | 18.00K | 230.75K | 291.80K | 313.95K | 333.42K |
| BNY Mellon | 782.48K | 687.07K | 715.56K | 768.38K | 809.29K | 886.09K | 945.04K | 1.03M | 1.04M | 1.11M | 1.23M | 1.25M | 1.33M | 140.00K | 140.00K | 1.43M | 2.34M | 992.28K | 992.68K | 900.31K |
| Principal Global Investors | 613.96K | 617.20K | 607.36K | 674.30K | 717.92K | 742.90K | 725.15K | 704.49K | 733.84K | 561.05K | 582.10K | 557.33K | 578.63K | 613.95K | 608.47K | 618.25K | 201.93K | 200.60K | 197.87K | 193.61K |
| Millennium Management | 534.90K | 1.16M | 803.64K | 487.18K | 1.95M | 2.42M | 2.04M | 911.59K | 1.20M | 28.00M | 618.93K | 821.32K | 367.17K | 1.11M | 1.60M | 207.24K | 261.73K | 1.22M | 1.45M | 828.46K |
| Wells Fargo & Co | 440.50K | 197.00K | 197.00K | 80.00K | 1.00K | 1.90M | 1.00K | 1.00K | 1.00K | 1.00K | 3.03M | 1.33M | 1.29M | 2.46M | 2.46M | 2.44M | 636.61K | 687.02K | 614.04K | 766.92K |
| PSP Investments | 436.44K | 455.65K | 442.11K | 547.98K | 496.06K | 474.54K | 372.78K | 317.36K | 328.76K | — | — | — | — | — | — | — | 15.94K | 23.31K | 27.72K | 26.44K |
| Wellington Management Group | 406.35K | — | — | — | — | — | — | — | 90.02K | 214.90K | 628.02K | — | — | 1.26M | 1.26M | 1.39M | 544.67K | 1.46M | 4.01M | 4.42M |
| D. E. Shaw & Co | 390.95K | 416.07K | 273.31K | 141.10K | 60.30K | 47.30K | 84.10K | 86.06K | 11.50M | 14.00M | 3.50M | — | — | — | — | — | — | 5.10K | — | — |
▲ 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