PFBC — PREFERRED BK LOS ANGELES CA
Reported value held$500.44M
Funds holding (latest)40
SectorFinancials
Funds holding (Q2 2026)33
Institutional value$415.22M · 3.95M sh
New / Add / Cut / Exit2 / 17 / 9 / 1
Top-5 / Top-10 concentration64.9% / 81.3%
Institutional holdings change
Accumulating +5.9%
(+219.52K sh)
Institutional value change
Up +24.1%
As of Q2 2026, 33 SEC-registered investment managers reported holding PFBC (PREFERRED BK LOS ANGELES CA) in their latest 13F filings, with a combined reported value of $415.22M across 3.95M shares. That is +5.9% by share count (+219.52K shares) versus the previous quarter, while reported value moved +24.1%. Ownership is concentrated: the five largest holders account for 64.9% of reported value and the top ten for 81.3%.
Compared with the prior quarter, 2 opened new positions, 17 added to existing stakes, 9 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
PFBC 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 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.16M | $123.18M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 439.65K | $46.72M | 0.01% | Add |
| Geode Capital Management history | 399.17K | $42.42M | 0.00% | Add |
| Two Sigma Investments history | 315.26K | $33.50M | 0.03% | Add |
| Morgan Stanley history | 224.57K | $23.86M | 0.00% | Add |
| Goldman Sachs Group history | 174.96K | $18.59M | 0.01% | Add |
| Northern Trust Corp history | 150.00K | $15.94M | 0.00% | Add |
| BNY Mellon history | 116.24K | $12.35M | 0.00% | Reduce |
| Invesco Ltd history | 112.71K | $11.98M | 0.00% | Add |
| AQR Capital Management history | 83.06K | $8.83M | 0.00% | Add |
| Principal Global Investors history | 77.47K | $8.23M | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 73.38K | $7.80M | 0.00% | Hold |
| UBS Group AG history | 70.16K | $7.45M | 0.00% | Reduce |
| Millennium Management history | 67.69K | $7.19M | 0.00% | Add |
| Citadel Advisors history | 64.84K | $6.89M | 0.01% | Reduce |
| PSP Investments history | 62.80K | $6.67M | 0.02% | Add |
| Franklin Resources history | 51.07K | $5.43M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 42.07K | $4.47M | 0.00% | New |
| D. E. Shaw & Co history | 40.98K | $4.35M | 0.00% | Add |
| Prudential Financial history | 35.13K | $3.73M | 0.00% | Add |
| Bank of America Corp history | 27.96K | $2.97M | 0.00% | Reduce |
| Legal & General Investment Management America history | 25.69K | $2.73M | 0.00% | Reduce |
| Royce & Associates history | 25.16K | $2.67M | 0.02% | Add |
| Citigroup Inc history | 15.30K | $1.63M | 0.00% | Add |
| Deutsche Bank AG history | 12.07K | $1.28M | 0.00% | Add |
| Renaissance Technologies history | 12.04K | $1.28M | 0.00% | Reduce |
| Wells Fargo & Co history | 9.98K | $1.06M | 0.00% | Add |
| CPP Investments history | 5.80K | $616.31K | 0.00% | Hold |
| Balyasny Asset Management history | 5.23K | $555.32K | 0.00% | New |
| Point72 Asset Management history | 3.69K | $392.10K | 0.00% | Add |
| Manulife Financial history | 2.87K | $305.39K | 0.00% | Reduce |
| PNC Financial Services history | 1.21K | $128.14K | 0.00% | Hold |
| T. Rowe Price Associates history | 39.27K | $4.17K | 0.00% | Hold |
Q1 2026 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.20M | $109.27M | 0.00% | Hold |
| Charles Schwab Investment Management history | 416.79K | $37.80M | 0.01% | Reduce |
| Geode Capital Management history | 376.15K | $34.12M | 0.00% | Add |
| Morgan Stanley history | 212.22K | $19.25M | 0.00% | Hold |
| Two Sigma Investments history | 184.72K | $16.75M | 0.01% | Add |
| Goldman Sachs Group history | 163.45K | $14.82M | 0.00% | Reduce |
| Northern Trust Corp history | 147.85K | $13.41M | 0.00% | Add |
| BNY Mellon history | 120.10K | $10.89M | 0.00% | Reduce |
| Invesco Ltd history | 109.51K | $9.93M | 0.00% | Add |
| Citadel Advisors history | 86.83K | $7.87M | 0.00% | Add |
| UBS Group AG history | 81.77K | $7.42M | 0.00% | Add |
| Principal Global Investors history | 77.41K | $7.02M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 73.16K | $6.63M | 0.00% | Add |
| Millennium Management history | 65.96K | $5.98M | 0.00% | Reduce |
| PSP Investments history | 61.05K | $5.54M | 0.02% | Add |
| Franklin Resources history | 53.39K | $4.84M | 0.00% | Add |
| Bank of America Corp history | 36.15K | $3.28M | 0.00% | Add |
| AQR Capital Management history | 35.26K | $3.20M | 0.00% | Add |
| Prudential Financial history | 30.69K | $2.78M | 0.00% | Add |
| Renaissance Technologies history | 29.86K | $2.71M | 0.00% | Reduce |
| Legal & General Investment Management America history | 26.16K | $2.37M | 0.00% | Reduce |
| Royce & Associates history | 24.99K | $2.27M | 0.02% | Reduce |
| D. E. Shaw & Co history | 21.04K | $1.91M | 0.00% | Add |
| Deutsche Bank AG history | 11.91K | $1.08M | 0.00% | Add |
| Citigroup Inc history | 11.66K | $1.06M | 0.00% | Reduce |
| Janus Henderson Group history | 6.40K | $579.47K | 0.00% | Hold |
| CPP Investments history | 5.80K | $526.00K | 0.00% | Hold |
| Wells Fargo & Co history | 4.86K | $441.03K | 0.00% | Reduce |
| Point72 Asset Management history | 3.51K | $318.50K | 0.00% | Reduce |
| Manulife Financial history | 3.10K | $281.59K | 0.00% | Reduce |
| PNC Financial Services history | 1.20K | $108.87K | 0.00% | Add |
| T. Rowe Price Associates history | 39.31K | $3.57K | 0.00% | Reduce |
Q4 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.21M | $113.92M | 0.00% | Hold |
| Vanguard Group history | 837.90K | $79.12M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 494.83K | $46.73M | 0.01% | Add |
| Geode Capital Management history | 361.32K | $34.12M | 0.00% | Hold |
| Morgan Stanley history | 211.84K | $20.00M | 0.00% | Reduce |
| Goldman Sachs Group history | 206.62K | $19.51M | 0.00% | Add |
| Northern Trust Corp history | 144.08K | $13.61M | 0.00% | Reduce |
| BNY Mellon history | 124.22K | $11.73M | 0.00% | Reduce |
| Two Sigma Investments history | 106.49K | $10.06M | 0.01% | Add |
| Invesco Ltd history | 101.93K | $9.63M | 0.00% | Add |
| Millennium Management history | 75.97K | $7.17M | 0.00% | Reduce |
| Principal Global Investors history | 69.97K | $6.61M | 0.00% | Add |
| Citadel Advisors history | 67.42K | $6.37M | 0.00% | Add |
| UBS Group AG history | 58.30K | $5.51M | 0.00% | Reduce |
| PSP Investments history | 55.76K | $5.27M | 0.02% | Reduce |
| Fidelity Management & Research (FMR) history | 52.02K | $4.91M | 0.00% | Add |
| Renaissance Technologies history | 49.76K | $4.70M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 45.53K | $4.30M | 0.00% | Add |
| Marshall Wace history | 33.57K | $3.17M | 0.00% | Add |
| Franklin Resources history | 30.94K | $2.92M | 0.00% | Add |
| Bank of America Corp history | 29.39K | $2.78M | 0.00% | Reduce |
| Legal & General Investment Management America history | 28.78K | $2.72M | 0.00% | Reduce |
| AQR Capital Management history | 27.13K | $2.56M | 0.00% | Reduce |
| Royce & Associates history | 25.20K | $2.38M | 0.02% | Add |
| Prudential Financial history | 23.71K | $2.24M | 0.00% | Add |
| Point72 Asset Management history | 17.59K | $1.66M | 0.00% | Add |
| D. E. Shaw & Co history | 15.35K | $1.45M | 0.00% | Reduce |
| Citigroup Inc history | 13.47K | $1.27M | 0.00% | Reduce |
| Wells Fargo & Co history | 13.44K | $1.27M | 0.00% | Add |
| Deutsche Bank AG history | 11.01K | $1.04M | 0.00% | Add |
| Janus Henderson Group history | 6.40K | $603.81K | 0.00% | Hold |
| CPP Investments history | 5.80K | $547.69K | 0.00% | New |
| Manulife Financial history | 4.96K | $468.56K | 0.00% | Reduce |
| PNC Financial Services history | 1.15K | $108.11K | 0.00% | Reduce |
| T. Rowe Price Associates history | 40.12K | $3.79K | 0.00% | Hold |
Q3 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.21M | $109.43M | 0.00% | Reduce |
| Vanguard Group history | 869.63K | $78.61M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 478.48K | $43.25M | 0.01% | Reduce |
| Geode Capital Management history | 362.33K | $32.76M | 0.00% | Reduce |
| Morgan Stanley history | 239.90K | $21.68M | 0.00% | Add |
| Goldman Sachs Group history | 173.50K | $15.68M | 0.00% | Add |
| Northern Trust Corp history | 153.45K | $13.87M | 0.00% | Reduce |
| Millennium Management history | 139.37K | $12.60M | 0.01% | Reduce |
| BNY Mellon history | 132.78K | $12.00M | 0.00% | Reduce |
| Two Sigma Investments history | 105.28K | $9.52M | 0.01% | Add |
| UBS Group AG history | 83.28K | $7.53M | 0.00% | Reduce |
| Renaissance Technologies history | 74.56K | $6.74M | 0.01% | Reduce |
| Invesco Ltd history | 73.48K | $6.64M | 0.00% | Add |
| Principal Global Investors history | 66.09K | $5.97M | 0.00% | Reduce |
| PSP Investments history | 56.37K | $5.10M | 0.02% | Add |
| JPMorgan Chase & Co history | 43.48K | $3.93M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 42.02K | $3.80M | 0.00% | Add |
| Bank of America Corp history | 39.15K | $3.54M | 0.00% | Reduce |
| AQR Capital Management history | 31.13K | $2.81M | 0.00% | Add |
| Legal & General Investment Management America history | 30.23K | $2.73M | 0.00% | Reduce |
| Franklin Resources history | 30.00K | $2.71M | 0.00% | Add |
| Royce & Associates history | 25.00K | $2.26M | 0.02% | Reduce |
| Citadel Advisors history | 21.67K | $1.96M | 0.00% | Reduce |
| D. E. Shaw & Co history | 19.94K | $1.80M | 0.00% | Add |
| Citigroup Inc history | 14.04K | $1.27M | 0.00% | Reduce |
| Prudential Financial history | 11.65K | $1.05M | 0.00% | Reduce |
| Deutsche Bank AG history | 10.50K | $949.37K | 0.00% | Add |
| Wells Fargo & Co history | 9.24K | $834.93K | 0.00% | Add |
| Janus Henderson Group history | 6.40K | $577.39K | 0.00% | Hold |
| Point72 Asset Management history | 5.90K | $533.30K | 0.00% | Add |
| Manulife Financial history | 5.34K | $482.77K | 0.00% | Reduce |
| Balyasny Asset Management history | 5.09K | $459.72K | 0.00% | New |
| Arrowstreet Capital history | 3.10K | $279.76K | 0.00% | Reduce |
| Marshall Wace history | 2.70K | $244.05K | 0.00% | New |
| PNC Financial Services history | 1.17K | $105.87K | 0.00% | Add |
| T. Rowe Price Associates history | 40.16K | $3.63K | 0.00% | Add |
Q2 2025 — 44 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.22M | $105.31M | 0.00% | Reduce |
| BlackRock Inc history | 1.22M | $105.31M | 0.00% | Reduce |
| Vanguard Group history | 886.65K | $76.73M | 0.00% | Hold |
| Charles Schwab Investment Management history | 485.68K | $42.03M | 0.01% | Add |
| Geode Capital Management history | 372.08K | $32.20M | 0.00% | Add |
| Morgan Stanley history | 215.77K | $18.67M | 0.00% | Add |
| Morgan Stanley history | 215.77K | $18.67M | 0.00% | Add |
| UBS Group AG history | 178.21K | $15.42M | 0.00% | Reduce |
| Northern Trust Corp history | 158.25K | $13.70M | 0.00% | Reduce |
| Goldman Sachs Group history | 149.90K | $12.97M | 0.00% | Reduce |
| Goldman Sachs Group history | 149.90K | $12.97M | 0.00% | Reduce |
| Millennium Management history | 146.77K | $12.70M | 0.01% | Add |
| BNY Mellon history | 135.79K | $11.75M | 0.00% | Reduce |
| Two Sigma Investments history | 103.09K | $8.92M | 0.02% | Add |
| Two Sigma Investments history | 103.09K | $8.92M | 0.02% | Add |
| Renaissance Technologies history | 76.66K | $6.63M | 0.01% | Reduce |
| Renaissance Technologies history | 76.66K | $6.63M | 0.01% | Reduce |
| Citadel Advisors history | 76.62K | $6.63M | 0.00% | Add |
| Citadel Advisors history | 76.62K | $6.63M | 0.00% | Add |
| Principal Global Investors history | 70.60K | $6.11M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 62.00K | $5.37M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 62.00K | $5.37M | 0.00% | Reduce |
| Bank of America Corp history | 61.86K | $5.35M | 0.00% | Add |
| Invesco Ltd history | 58.28K | $5.04M | 0.00% | Reduce |
| PSP Investments history | 50.86K | $4.40M | 0.02% | Add |
| Legal & General Investment Management America history | 33.40K | $2.89M | 0.00% | Reduce |
| AQR Capital Management history | 29.75K | $2.57M | 0.00% | Reduce |
| Franklin Resources history | 28.42K | $2.46M | 0.00% | Add |
| Royce & Associates history | 25.46K | $2.20M | 0.02% | Add |
| Citigroup Inc history | 23.61K | $2.04M | 0.00% | Reduce |
| D. E. Shaw & Co history | 17.26K | $1.49M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 17.02K | $1.47M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 17.02K | $1.47M | 0.00% | Reduce |
| Prudential Financial history | 12.11K | $1.05M | 0.00% | Reduce |
| Deutsche Bank AG history | 9.12K | $789.60K | 0.00% | Reduce |
| Deutsche Bank AG history | 9.12K | $789.60K | 0.00% | Reduce |
| Wells Fargo & Co history | 8.48K | $733.64K | 0.00% | Add |
| Arrowstreet Capital history | 6.56K | $567.65K | 0.00% | Reduce |
| Janus Henderson Group history | 6.40K | $553.72K | 0.00% | Reduce |
| Manulife Financial history | 5.80K | $501.79K | 0.00% | Reduce |
| Point72 Asset Management history | 4.87K | $421.36K | 0.00% | Add |
| Point72 Asset Management history | 4.87K | $421.36K | 0.00% | Add |
| PNC Financial Services history | 1.15K | $99.85K | 0.00% | Reduce |
| T. Rowe Price Associates history | 38.33K | $3.32K | 0.00% | Add |
Q1 2025 — 46 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.29M | $107.77M | 0.00% | Hold |
| BlackRock Inc history | 1.29M | $107.77M | 0.00% | Hold |
| Vanguard Group history | 890.35K | $74.49M | 0.00% | Add |
| Charles Schwab Investment Management history | 475.02K | $39.74M | 0.01% | Add |
| Geode Capital Management history | 367.19K | $30.72M | 0.00% | Add |
| UBS Group AG history | 205.79K | $17.22M | 0.00% | Add |
| Morgan Stanley history | 182.04K | $15.23M | 0.00% | Reduce |
| Morgan Stanley history | 182.04K | $15.23M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 180.65K | $15.11M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 180.65K | $15.11M | 0.00% | Reduce |
| Northern Trust Corp history | 170.05K | $14.23M | 0.00% | Reduce |
| Goldman Sachs Group history | 162.04K | $13.56M | 0.00% | Reduce |
| Goldman Sachs Group history | 162.04K | $13.56M | 0.00% | Reduce |
| Millennium Management history | 139.05K | $11.63M | 0.01% | Reduce |
| BNY Mellon history | 137.31K | $11.49M | 0.00% | Reduce |
| Invesco Ltd history | 119.75K | $10.02M | 0.00% | Reduce |
| Renaissance Technologies history | 85.36K | $7.14M | 0.01% | Add |
| Renaissance Technologies history | 85.36K | $7.14M | 0.01% | Add |
| Principal Global Investors history | 72.54K | $6.07M | 0.00% | Add |
| AQR Capital Management history | 57.41K | $4.80M | 0.01% | Reduce |
| Two Sigma Investments history | 51.13K | $4.28M | 0.01% | Add |
| Two Sigma Investments history | 51.13K | $4.28M | 0.01% | Add |
| PSP Investments history | 50.29K | $4.21M | 0.02% | Add |
| Bank of America Corp history | 41.20K | $3.45M | 0.00% | Add |
| Legal & General Investment Management America history | 33.72K | $2.82M | 0.00% | Reduce |
| D. E. Shaw & Co history | 28.30K | $2.37M | 0.00% | Add |
| Franklin Resources history | 28.08K | $2.35M | 0.00% | Reduce |
| Citigroup Inc history | 27.70K | $2.32M | 0.00% | Reduce |
| Royce & Associates history | 25.20K | $2.11M | 0.02% | Add |
| Citadel Advisors history | 23.29K | $1.95M | 0.00% | Reduce |
| Citadel Advisors history | 23.29K | $1.95M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 17.66K | $1.48M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 17.66K | $1.48M | 0.00% | Add |
| Prudential Financial history | 13.78K | $1.15M | 0.00% | Reduce |
| Balyasny Asset Management history | 12.89K | $1.08M | 0.00% | Reduce |
| Janus Henderson Group history | 12.01K | $1.01M | 0.00% | Reduce |
| Deutsche Bank AG history | 9.25K | $773.69K | 0.00% | Reduce |
| Deutsche Bank AG history | 9.25K | $773.69K | 0.00% | Reduce |
| Wells Fargo & Co history | 7.86K | $657.57K | 0.00% | Hold |
| Arrowstreet Capital history | 7.24K | $605.70K | 0.00% | Reduce |
| Manulife Financial history | 5.88K | $491.67K | 0.00% | Add |
| Amundi US history | 5.03K | $389.24K | 0.00% | Reduce |
| Point72 Asset Management history | 3.60K | $301.34K | 0.00% | Reduce |
| Point72 Asset Management history | 3.60K | $301.34K | 0.00% | Reduce |
| PNC Financial Services history | 1.21K | $101.23K | 0.00% | Reduce |
| T. Rowe Price Associates history | 33.53K | $2.81K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 42.07K sh · $4.47M
- Balyasny Asset Management 5.23K sh · $555.32K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 6.40K sh · $579.47K
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 | 1.16M | 1.20M | 1.21M | 1.21M | 1.22M | 1.29M | 1.29M | 1.32M | — | — | — | — | — | — | — | — | — | — | — | — |
| Charles Schwab Investment Management | 439.65K | 416.79K | 494.83K | 478.48K | 485.68K | 475.02K | 434.59K | 415.72K | 408.64K | 405.84K | 107.23K | 107.54K | 102.23K | 98.72K | 99.58K | 99.37K | 97.11K | 97.48K | 98.06K | 95.89K |
| Geode Capital Management | 399.17K | 376.15K | 361.32K | 362.33K | 372.08K | 367.19K | 360.02K | 352.60K | 340.31K | 317.19K | 308.28K | 307.64K | 294.09K | 259.36K | 252.18K | 244.62K | 243.76K | 242.07K | 242.42K | 235.66K |
| Two Sigma Investments | 315.26K | 184.72K | 106.49K | 105.28K | 103.09K | 51.13K | 36.67K | 48.28K | 20.41K | 22.43K | 44.91K | 39.96K | 40.31K | 53.06K | 67.33K | 38.24K | 45.33K | 52.64K | 47.22K | 26.15K |
| Morgan Stanley | 224.57K | 212.22K | 211.84K | 239.90K | 215.77K | 182.04K | 214.33K | 223.83K | 203.07K | 213.96K | 218.56K | 197.15K | 176.00K | 171.42K | 166.74K | 118.92K | 129.40K | 85.55K | 86.90K | 72.66K |
| Goldman Sachs Group | 174.96K | 163.45K | 206.62K | 173.50K | 149.90K | 162.04K | 246.59K | 291.01K | 225.29K | 185.90K | 169.72K | 122.28K | 207.77K | 189.78K | 136.41K | 144.09K | 92.66K | 128.68K | 129.25K | 76.07K |
| Northern Trust Corp | 150.00K | 147.85K | 144.08K | 153.45K | 158.25K | 170.05K | 175.17K | 175.27K | 179.56K | 184.32K | 195.90K | 195.80K | 196.54K | 191.35K | 194.78K | 192.24K | 195.39K | 198.01K | 204.02K | 210.84K |
| BNY Mellon | 116.24K | 120.10K | 124.22K | 132.78K | 135.79K | 137.31K | 142.83K | 148.91K | 159.50K | 160.88K | 165.14K | 152.27K | 161.80K | 153.70K | 153.15K | 169.56K | 166.00K | 165.83K | 168.06K | 174.46K |
| Invesco Ltd | 112.71K | 109.51K | 101.93K | 73.48K | 58.28K | 119.75K | 123.43K | 138.86K | 128.41K | 62.95K | 51.85K | 89.64K | 124.96K | 124.14K | 138.72K | 143.14K | 143.19K | 153.66K | 49.59K | 36.14K |
| AQR Capital Management | 83.06K | 35.26K | 27.13K | 31.13K | 29.75K | 57.41K | 88.78K | 97.86K | 77.75K | 62.35K | 82.08K | 69.28K | 42.12K | 49.99K | 32.91K | 39.73K | 18.70K | 18.33K | 21.91K | 12.50K |
| Principal Global Investors | 77.47K | 77.41K | 69.97K | 66.09K | 70.60K | 72.54K | 70.53K | 67.65K | 70.27K | 73.32K | 71.39K | 75.29K | 78.20K | 84.28K | 85.85K | 88.29K | 95.80K | 100.11K | 107.71K | 114.50K |
| Fidelity Management & Research (FMR) | 73.38K | 73.16K | 52.02K | 42.02K | 17.02K | 17.66K | 7.36K | 6.67K | 6.40K | 6.36K | 5.01K | 71.41K | 458.86K | 926.93K | 880.88K | 889.03K | 961.20K | 975.75K | 918.58K | 898.28K |
| UBS Group AG | 70.16K | 81.77K | 58.30K | 83.28K | 178.21K | 205.79K | 203.17K | 16.59K | 20.42K | 12.73K | 16.56K | 4.52K | 8.50K | 11.98K | 5.16K | 5.53K | 112 | 7.94K | 10.39K | 5.65K |
| Millennium Management | 67.69K | 65.96K | 75.97K | 139.37K | 146.77K | 139.05K | 147.70K | 114.71K | 88.86K | 98.49K | 290.27K | 243.08K | 200.23K | 330.07K | 266.32K | 17.61K | 110.87K | 174.59K | 139.56K | 6.17K |
| Citadel Advisors | 64.84K | 86.83K | 67.42K | 21.67K | 76.62K | 23.29K | 42.91K | 54.65K | 8.36K | 6.74K | 33.61K | 19.36K | 10.80K | 25.31K | 55.81K | 41.49K | 27.57K | 35.40K | 13.93K | 17.45K |
| PSP Investments | 62.80K | 61.05K | 55.76K | 56.37K | 50.86K | 50.29K | 31.00K | 26.28K | 27.08K | 25.93K | 25.93K | 16.17K | 23.45K | 23.23K | 24.03K | 24.98K | 25.21K | 25.21K | 27.92K | 27.71K |
| Franklin Resources | 51.07K | 53.39K | 30.94K | 30.00K | 28.42K | 28.08K | 28.59K | 28.88K | 28.96K | 25.04K | 13.92K | 16.73K | 19.51K | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | 42.07K | — | 45.53K | 43.48K | 62.00K | 180.65K | 189.20K | 186.11K | 150.13K | 177.58K | 190.38K | 70.88K | 113.23K | 134.76K | 162.12K | 164.53K | 93.65K | 92.33K | 80.33K | 55.41K |
| D. E. Shaw & Co | 40.98K | 21.04K | 15.35K | 19.94K | 17.26K | 28.30K | 2.57K | 6.17K | 6.02K | — | — | 3.40K | — | 17.95K | 14.09K | — | — | 5.31K | 7.30K | — |
| Prudential Financial | 35.13K | 30.69K | 23.71K | 11.65K | 12.11K | 13.78K | 14.39K | 12.74K | 13.21K | 14.16K | 14.37K | 15.06K | 16.13K | 12.76K | 13.27K | 13.78K | 13.98K | 14.13K | 14.41K | 14.58K |
▲ 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