PTEN — PATTERSON-UTI ENERGY INC
Reported value held$1.94B
Funds holding (latest)47
SectorEnergy
Funds holding (Q2 2026)35
Institutional value$1.63B · 177.92M sh
New / Add / Cut / Exit1 / 23 / 8 / 6
Top-5 / Top-10 concentration62.8% / 80.0%
Institutional holdings change
Accumulating +10.3%
(+16.68M sh)
Institutional value change
Down -6.4%
As of Q2 2026, 35 SEC-registered investment managers reported holding PTEN (PATTERSON-UTI ENERGY INC) in their latest 13F filings, with a combined reported value of $1.63B across 177.92M shares. That is +10.3% by share count (+16.68M shares) versus the previous quarter, while reported value moved -6.4%. Ownership is concentrated: the five largest holders account for 62.8% of reported value and the top ten for 80.0%.
Compared with the prior quarter, 1 opened new positions, 23 added to existing stakes, 8 trimmed, 6 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
PTEN is classified in the Energy 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 | 62.88M | $577.23M | 0.01% | Add |
| Goldman Sachs Group history | 16.34M | $150.00M | 0.01% | Add |
| Invesco Ltd history | 12.93M | $118.72M | 0.01% | Reduce |
| Geode Capital Management history | 10.39M | $95.39M | 0.01% | Add |
| Principal Global Investors history | 9.02M | $82.82M | 0.04% | Reduce |
| Renaissance Technologies history | 7.96M | $73.04M | 0.10% | Add |
| Franklin Resources history | 6.64M | $60.93M | 0.01% | Add |
| Bank of America Corp history | 5.68M | $52.13M | 0.00% | Add |
| Morgan Stanley history | 5.28M | $48.50M | 0.00% | Reduce |
| Citigroup Inc history | 4.87M | $44.71M | 0.02% | Add |
| Charles Schwab Investment Management history | 4.42M | $40.56M | 0.01% | Hold |
| BNY Mellon history | 4.22M | $38.77M | 0.01% | Add |
| UBS Group AG history | 4.21M | $38.67M | 0.01% | Add |
| Northern Trust Corp history | 4.04M | $37.13M | 0.00% | Add |
| AQR Capital Management history | 2.93M | $26.88M | 0.01% | Add |
| JPMorgan Chase & Co history | 2.48M | $23.85M | 0.00% | New |
| Two Sigma Investments history | 2.60M | $23.83M | 0.02% | Reduce |
| Citadel Advisors history | 2.37M | $21.75M | 0.00% | Add |
| D. E. Shaw & Co history | 1.20M | $11.02M | 0.01% | Add |
| PSP Investments history | 1.19M | $10.90M | 0.03% | Reduce |
| Bridgewater Associates history | 1.15M | $10.58M | 0.04% | Add |
| Legal & General Investment Management America history | 911.53K | $8.37M | 0.00% | Reduce |
| Millennium Management history | 895.70K | $8.22M | 0.00% | Reduce |
| Prudential Financial history | 690.96K | $6.34M | 0.01% | Add |
| Wells Fargo & Co history | 623.58K | $5.72M | 0.00% | Add |
| Deutsche Bank AG history | 376.42K | $3.46M | 0.00% | Add |
| CPP Investments history | 317.40K | $2.91M | 0.00% | Add |
| Manulife Financial history | 291.43K | $2.68M | 0.00% | Add |
| Norges Bank Investment Management history | 198.80K | $1.82M | 0.00% | Hold |
| Amundi US history | 150.06K | $1.38M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 103.81K | $952.97K | 0.00% | Add |
| CDPQ (Caisse de Depot) history | 37.80K | $347.00K | 0.00% | Add |
| PNC Financial Services history | 37.66K | $345.72K | 0.00% | Reduce |
| Lazard Asset Management history | 21.34K | $195.89K | 0.00% | Hold |
| T. Rowe Price Associates history | 467.88K | $4.30K | 0.00% | Add |
Q1 2026 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 60.88M | $659.37M | 0.01% | Add |
| Goldman Sachs Group history | 15.24M | $165.00M | 0.02% | Add |
| Invesco Ltd history | 13.37M | $144.84M | 0.02% | Add |
| Principal Global Investors history | 9.45M | $102.35M | 0.06% | Add |
| Geode Capital Management history | 8.82M | $95.56M | 0.01% | Add |
| Morgan Stanley history | 6.90M | $74.72M | 0.01% | Add |
| Millennium Management history | 5.30M | $57.36M | 0.03% | Reduce |
| Bank of America Corp history | 4.86M | $52.58M | 0.00% | Add |
| Charles Schwab Investment Management history | 4.42M | $47.85M | 0.01% | Add |
| Renaissance Technologies history | 4.13M | $44.71M | 0.07% | Reduce |
| BNY Mellon history | 3.86M | $41.83M | 0.01% | Reduce |
| Northern Trust Corp history | 3.80M | $41.18M | 0.01% | Add |
| Two Sigma Investments history | 3.58M | $38.82M | 0.03% | Add |
| UBS Group AG history | 2.92M | $31.62M | 0.01% | Reduce |
| AQR Capital Management history | 2.09M | $22.63M | 0.01% | Hold |
| Citigroup Inc history | 1.81M | $19.60M | 0.01% | Add |
| Franklin Resources history | 1.65M | $17.91M | 0.01% | Add |
| PSP Investments history | 1.24M | $13.38M | 0.04% | Add |
| Citadel Advisors history | 972.43K | $10.53M | 0.00% | Reduce |
| Legal & General Investment Management America history | 948.25K | $10.27M | 0.00% | Reduce |
| Point72 Asset Management history | 778.87K | $8.44M | 0.01% | Reduce |
| Arrowstreet Capital history | 733.02K | $7.94M | 0.00% | New |
| Prudential Financial history | 538.65K | $5.83M | 0.01% | Reduce |
| Wells Fargo & Co history | 448.02K | $4.85M | 0.00% | Reduce |
| Balyasny Asset Management history | 417.12K | $4.52M | 0.01% | Reduce |
| Deutsche Bank AG history | 309.89K | $3.36M | 0.00% | Add |
| D. E. Shaw & Co history | 260.50K | $2.82M | 0.00% | Add |
| Manulife Financial history | 253.37K | $2.74M | 0.00% | Reduce |
| CPP Investments history | 220.40K | $2.39M | 0.00% | Add |
| Janus Henderson Group history | 157.92K | $1.71M | 0.00% | Hold |
| Amundi US history | 110.95K | $1.20M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 92.62K | $1.00M | 0.00% | Add |
| Bridgewater Associates history | 84.05K | $910.29K | 0.00% | Reduce |
| Maverick Capital history | 71.53K | $774.70K | 0.01% | New |
| PNC Financial Services history | 43.03K | $465.98K | 0.00% | Reduce |
| Marshall Wace history | 39.44K | $427.15K | 0.00% | Reduce |
| CDPQ (Caisse de Depot) history | 28.50K | $308.65K | 0.00% | New |
| Lazard Asset Management history | 21.34K | $231.10K | 0.00% | Add |
| T. Rowe Price Associates history | 389.77K | $4.22K | 0.00% | Add |
Q4 2025 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 58.31M | $356.25M | 0.01% | Add |
| Vanguard Group history | 42.21M | $257.93M | 0.00% | Reduce |
| Goldman Sachs Group history | 10.56M | $64.52M | 0.01% | Add |
| Geode Capital Management history | 8.63M | $52.73M | 0.00% | Add |
| Principal Global Investors history | 8.52M | $52.03M | 0.03% | Add |
| UBS Group AG history | 8.32M | $50.84M | 0.01% | Add |
| Morgan Stanley history | 6.15M | $37.57M | 0.00% | Add |
| Millennium Management history | 6.10M | $37.25M | 0.02% | Reduce |
| Invesco Ltd history | 5.94M | $36.32M | 0.01% | Reduce |
| Renaissance Technologies history | 5.73M | $35.01M | 0.05% | Reduce |
| Point72 Asset Management history | 4.98M | $30.43M | 0.04% | New |
| Bank of America Corp history | 4.38M | $26.76M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 4.07M | $24.86M | 0.00% | Reduce |
| BNY Mellon history | 3.96M | $24.21M | 0.00% | Add |
| Northern Trust Corp history | 3.66M | $22.34M | 0.00% | Reduce |
| Citadel Advisors history | 2.78M | $17.01M | 0.00% | Add |
| AQR Capital Management history | 2.10M | $12.81M | 0.01% | Add |
| JPMorgan Chase & Co history | 1.63M | $9.95M | 0.00% | Add |
| Two Sigma Investments history | 1.55M | $9.47M | 0.01% | New |
| PSP Investments history | 1.19M | $7.30M | 0.03% | Reduce |
| Legal & General Investment Management America history | 994.27K | $6.07M | 0.00% | Reduce |
| Wells Fargo & Co history | 811.62K | $4.96M | 0.00% | Add |
| Prudential Financial history | 646.12K | $3.95M | 0.01% | Add |
| Balyasny Asset Management history | 613.67K | $3.75M | 0.01% | Add |
| Franklin Resources history | 344.67K | $2.11M | 0.00% | Add |
| Manulife Financial history | 318.59K | $1.95M | 0.00% | Reduce |
| Deutsche Bank AG history | 306.14K | $1.87M | 0.00% | Add |
| Bridgewater Associates history | 264.26K | $1.61M | 0.01% | Add |
| Marshall Wace history | 251.35K | $1.54M | 0.00% | Reduce |
| Citigroup Inc history | 239.30K | $1.46M | 0.00% | Reduce |
| Norges Bank Investment Management history | 198.80K | $1.21M | 0.00% | Reduce |
| Janus Henderson Group history | 157.92K | $964.11K | 0.00% | Hold |
| CPP Investments history | 108.40K | $662.32K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 89.75K | $548.40K | 0.00% | Add |
| PNC Financial Services history | 43.34K | $264.81K | 0.00% | Add |
| Lazard Asset Management history | 20.08K | $122.71K | 0.00% | Hold |
| D. E. Shaw & Co history | 19.98K | $122.10K | 0.00% | Reduce |
| Amundi US history | 14.87K | $90.84K | 0.00% | New |
| T. Rowe Price Associates history | 338.90K | $2.07K | 0.00% | Add |
Q3 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 54.99M | $284.86M | 0.01% | Add |
| Vanguard Group history | 42.80M | $221.68M | 0.00% | Reduce |
| Millennium Management history | 8.99M | $46.56M | 0.02% | Add |
| Renaissance Technologies history | 8.74M | $45.26M | 0.06% | Add |
| Geode Capital Management history | 8.45M | $43.80M | 0.00% | Reduce |
| Invesco Ltd history | 5.98M | $31.00M | 0.01% | Reduce |
| Bank of America Corp history | 5.23M | $27.11M | 0.00% | Reduce |
| Morgan Stanley history | 5.05M | $26.18M | 0.00% | Reduce |
| Goldman Sachs Group history | 5.01M | $25.94M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 4.70M | $24.37M | 0.00% | Reduce |
| Principal Global Investors history | 4.42M | $22.91M | 0.01% | Reduce |
| BNY Mellon history | 3.86M | $19.97M | 0.00% | Reduce |
| Northern Trust Corp history | 3.84M | $19.88M | 0.00% | Reduce |
| UBS Group AG history | 3.76M | $19.49M | 0.00% | Add |
| Citigroup Inc history | 1.49M | $7.72M | 0.00% | Add |
| PSP Investments history | 1.37M | $7.08M | 0.03% | Add |
| AQR Capital Management history | 1.23M | $6.37M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 1.13M | $5.83M | 0.00% | Reduce |
| Citadel Advisors history | 1.06M | $5.51M | 0.00% | Reduce |
| Legal & General Investment Management America history | 1.05M | $5.43M | 0.00% | Reduce |
| Wells Fargo & Co history | 800.79K | $4.15M | 0.00% | Add |
| D. E. Shaw & Co history | 611.40K | $3.17M | 0.00% | Add |
| Balyasny Asset Management history | 578.07K | $2.99M | 0.00% | Add |
| Marshall Wace history | 471.49K | $2.44M | 0.00% | New |
| Prudential Financial history | 365.10K | $1.89M | 0.00% | Reduce |
| Manulife Financial history | 339.32K | $1.76M | 0.00% | Reduce |
| Deutsche Bank AG history | 294.94K | $1.53M | 0.00% | Hold |
| Franklin Resources history | 268.57K | $1.39M | 0.00% | Add |
| Janus Henderson Group history | 157.92K | $817.24K | 0.00% | Hold |
| Royce & Associates history | 95.69K | $495.65K | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 79.22K | $410.34K | 0.00% | Reduce |
| PNC Financial Services history | 42.76K | $221.47K | 0.00% | Add |
| Bridgewater Associates history | 21.15K | $109.57K | 0.00% | New |
| Lazard Asset Management history | 20.08K | $104.03K | 0.00% | Hold |
| T. Rowe Price Associates history | 306.92K | $1.59K | 0.00% | Reduce |
Q2 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 54.69M | $324.30M | 0.01% | Reduce |
| Vanguard Group history | 43.15M | $255.87M | 0.00% | Reduce |
| Geode Capital Management history | 8.69M | $51.53M | 0.00% | Reduce |
| Renaissance Technologies history | 8.30M | $49.21M | 0.07% | Add |
| Morgan Stanley history | 7.27M | $43.10M | 0.00% | Add |
| Invesco Ltd history | 6.03M | $35.76M | 0.01% | Reduce |
| Bank of America Corp history | 5.71M | $33.86M | 0.00% | Add |
| Goldman Sachs Group history | 5.53M | $32.79M | 0.01% | Add |
| Charles Schwab Investment Management history | 5.06M | $29.98M | 0.01% | Reduce |
| Point72 Asset Management history | 4.72M | $28.00M | 0.06% | Add |
| Principal Global Investors history | 4.55M | $26.99M | 0.01% | Reduce |
| Millennium Management history | 4.55M | $26.96M | 0.01% | Add |
| Norges Bank Investment Management history | 4.38M | $25.99M | 0.00% | Reduce |
| BNY Mellon history | 3.90M | $23.15M | 0.00% | Reduce |
| Northern Trust Corp history | 3.88M | $22.98M | 0.00% | Reduce |
| UBS Group AG history | 3.01M | $17.85M | 0.00% | Add |
| AQR Capital Management history | 1.86M | $11.02M | 0.01% | Add |
| JPMorgan Chase & Co history | 1.80M | $10.68M | 0.00% | Reduce |
| Citadel Advisors history | 1.68M | $9.94M | 0.00% | Reduce |
| Royce & Associates history | 1.37M | $8.11M | 0.08% | Add |
| Citigroup Inc history | 1.35M | $8.01M | 0.00% | Reduce |
| PSP Investments history | 1.20M | $7.10M | 0.03% | Add |
| Legal & General Investment Management America history | 1.08M | $6.43M | 0.00% | Add |
| Wells Fargo & Co history | 662.25K | $3.93M | 0.00% | Reduce |
| Prudential Financial history | 460.73K | $3.66M | 0.01% | Add |
| Balyasny Asset Management history | 526.53K | $3.12M | 0.01% | Reduce |
| D. E. Shaw & Co history | 378.79K | $2.25M | 0.00% | Add |
| Manulife Financial history | 370.48K | $2.20M | 0.00% | Add |
| Deutsche Bank AG history | 295.20K | $1.75M | 0.00% | Reduce |
| Franklin Resources history | 251.61K | $1.49M | 0.00% | Reduce |
| Janus Henderson Group history | 157.92K | $937.26K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 99.66K | $590.98K | 0.00% | Add |
| PNC Financial Services history | 25.66K | $152.15K | 0.00% | Reduce |
| T. Rowe Price Associates history | 553.05K | $3.28K | 0.00% | Reduce |
| Lazard Asset Management history | 20.08K | $118 | 0.00% | Add |
Q1 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 58.69M | $482.40M | 0.01% | Reduce |
| Vanguard Group history | 43.74M | $359.57M | 0.01% | Reduce |
| Geode Capital Management history | 9.14M | $75.14M | 0.01% | Add |
| Morgan Stanley history | 6.65M | $54.69M | 0.00% | Add |
| Invesco Ltd history | 6.18M | $50.79M | 0.01% | Hold |
| Bank of America Corp history | 5.63M | $46.26M | 0.00% | Add |
| Charles Schwab Investment Management history | 5.62M | $46.23M | 0.01% | Reduce |
| Renaissance Technologies history | 4.82M | $39.60M | 0.06% | Add |
| Goldman Sachs Group history | 4.75M | $39.02M | 0.01% | Add |
| Principal Global Investors history | 4.73M | $38.90M | 0.02% | Reduce |
| BNY Mellon history | 4.41M | $36.27M | 0.01% | Reduce |
| Northern Trust Corp history | 4.30M | $35.34M | 0.01% | Hold |
| Citigroup Inc history | 4.15M | $34.15M | 0.02% | Add |
| Millennium Management history | 3.58M | $29.46M | 0.02% | Reduce |
| Point72 Asset Management history | 3.18M | $26.15M | 0.06% | Add |
| Citadel Advisors history | 2.98M | $24.52M | 0.01% | Add |
| JPMorgan Chase & Co history | 2.37M | $19.47M | 0.00% | Reduce |
| UBS Group AG history | 1.69M | $13.88M | 0.00% | Reduce |
| Balyasny Asset Management history | 1.51M | $12.42M | 0.02% | Reduce |
| AQR Capital Management history | 1.42M | $11.71M | 0.01% | Add |
| Royce & Associates history | 1.27M | $10.46M | 0.11% | Add |
| PSP Investments history | 1.12M | $9.17M | 0.04% | Add |
| Legal & General Investment Management America history | 1.02M | $8.36M | 0.00% | Reduce |
| Wells Fargo & Co history | 835.32K | $6.87M | 0.00% | Add |
| Marshall Wace history | 717.72K | $5.90M | 0.01% | Reduce |
| Franklin Resources history | 580.61K | $4.77M | 0.00% | Add |
| Deutsche Bank AG history | 390.71K | $3.21M | 0.00% | Reduce |
| Manulife Financial history | 368.56K | $3.03M | 0.00% | Reduce |
| Prudential Financial history | 347.94K | $2.80M | 0.00% | Reduce |
| D. E. Shaw & Co history | 241.11K | $1.98M | 0.00% | Reduce |
| Janus Henderson Group history | 157.92K | $1.29M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 76.42K | $628.20K | 0.00% | Reduce |
| PNC Financial Services history | 34.53K | $283.86K | 0.00% | Reduce |
| T. Rowe Price Associates history | 575.53K | $4.73K | 0.00% | Reduce |
| Lazard Asset Management history | 18.64K | $152 | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 2.48M sh · $23.85M
Fully Exited (vs previous quarter)
- Point72 Asset Management sold 778.87K sh · $8.44M
- Arrowstreet Capital sold 733.02K sh · $7.94M
- Balyasny Asset Management sold 417.12K sh · $4.52M
- Janus Henderson Group sold 157.92K sh · $1.71M
- Maverick Capital sold 71.53K sh · $774.70K
- Marshall Wace sold 39.44K sh · $427.15K
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 | 62.88M | 60.88M | 58.31M | 54.99M | 54.69M | 58.69M | 63.67M | 61.26M | — | — | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 16.34M | 15.24M | 10.56M | 5.01M | 5.53M | 4.75M | 4.53M | 4.70M | 4.28M | 6.09M | 4.39M | 4.80M | 1.27M | 2.04M | 2.81M | 2.87M | 2.08M | 1.18M | 545.55K | 562.32K |
| Invesco Ltd | 12.93M | 13.37M | 5.94M | 5.98M | 6.03M | 6.18M | 6.21M | 4.86M | 4.76M | 5.48M | 4.62M | 4.31M | 1.99M | 1.76M | 2.10M | 1.27M | 1.72M | 1.67M | 1.27M | 1.06M |
| Geode Capital Management | 10.39M | 8.82M | 8.63M | 8.45M | 8.69M | 9.14M | 8.99M | 8.98M | 8.50M | 7.73M | 7.54M | 7.14M | 4.27M | 4.23M | 4.05M | 3.90M | 3.81M | 3.71M | 3.53M | 3.40M |
| Principal Global Investors | 9.02M | 9.45M | 8.52M | 4.42M | 4.55M | 4.73M | 4.84M | 5.17M | 4.61M | 4.93M | 4.94M | 5.88M | 1.18M | 1.31M | 1.33M | 1.34M | 1.35M | 1.43M | 1.45M | 1.53M |
| Renaissance Technologies | 7.96M | 4.13M | 5.73M | 8.74M | 8.30M | 4.82M | 1.56M | 274.51K | — | — | 847.22K | 1.38M | 3.34M | 2.03M | 2.17M | 2.20M | 2.26M | 1.81M | 1.63M | 2.21M |
| Franklin Resources | 6.64M | 1.65M | 344.67K | 268.57K | 251.61K | 580.61K | 396.56K | 683.62K | 635.98K | 629.50K | 643.49K | 678.01K | 364.11K | 508.70K | 438.87K | 466.88K | 418.76K | 422.98K | 464.49K | 455.42K |
| Bank of America Corp | 5.68M | 4.86M | 4.38M | 5.23M | 5.71M | 5.63M | 4.07M | 18.18M | 9.20M | 6.95M | 17.08M | 4.63M | 5.23M | 3.04M | 4.41M | 5.88M | 4.49M | 4.41M | 2.70M | 2.29M |
| Morgan Stanley | 5.28M | 6.90M | 6.15M | 5.05M | 7.27M | 6.65M | 5.64M | 5.52M | 6.41M | 10.44M | 6.81M | 5.84M | 3.35M | 3.66M | 3.53M | 3.51M | 3.62M | 1.37M | 971.67K | 848.38K |
| Citigroup Inc | 4.87M | 1.81M | 239.30K | 1.49M | 1.35M | 4.15M | 567.02K | 492.47K | 326.76K | 243.64K | 242.65K | 201.25K | 489.98K | 118.11K | 170.03K | 139.65K | 119.45K | 212.07K | 207.61K | 176.62K |
| Charles Schwab Investment Management | 4.42M | 4.42M | 4.07M | 4.70M | 5.06M | 5.62M | 5.81M | 5.43M | 4.94M | 4.68M | 4.78M | 4.61M | 2.76M | 2.66M | 2.57M | 3.02M | 3.36M | 3.47M | 1.89M | 1.77M |
| BNY Mellon | 4.22M | 3.86M | 3.96M | 3.86M | 3.90M | 4.41M | 4.44M | 3.72M | 3.97M | 3.87M | 3.98M | 3.63M | 2.62M | 2.72M | 4.62M | 4.79M | 4.62M | 4.08M | 3.00M | 2.14M |
| UBS Group AG | 4.21M | 2.92M | 8.32M | 3.76M | 3.01M | 1.69M | 1.88M | 139.08K | 781.35K | 488.55K | 6.71K | 17.45K | 205.82K | 168.80K | 222.16K | 54.84K | 27.44K | 237.95K | 217.82K | 304.32K |
| Northern Trust Corp | 4.04M | 3.80M | 3.66M | 3.84M | 3.88M | 4.30M | 4.29M | 4.12M | 3.89M | 3.99M | 3.90M | 3.96M | 2.31M | 2.28M | 2.28M | 2.27M | 2.27M | 2.07M | 2.15M | 2.20M |
| AQR Capital Management | 2.93M | 2.09M | 2.10M | 1.23M | 1.86M | 1.42M | 479.22K | 357.03K | 478.40K | 192.62K | 63.95K | 429.94K | 545.21K | 382.51K | 98.66K | 115.66K | 115.74K | 170.70K | 122.83K | 16.38K |
| JPMorgan Chase & Co | 2.48M | — | 1.63M | 1.13M | 1.80M | 2.37M | 2.63M | 2.68M | 2.92M | 3.15M | 2.69M | 2.28M | 1.05M | 823.55K | 948.71K | 884.98K | 25.30K | 1.46M | 8.09M | 1.34M |
| Two Sigma Investments | 2.60M | 3.58M | 1.55M | — | — | — | — | — | — | 142.29K | 922.20K | 142.22K | 1.59M | 673.32K | 420.17K | 200.37K | 80.82K | 461.23K | 412.81K | 544.91K |
| Citadel Advisors | 2.37M | 972.43K | 2.78M | 1.06M | 1.68M | 2.98M | 790.71K | 6.15M | 11.42M | 16.05M | 13.86M | 11.22M | 3.68M | 6.73M | 1.01M | 2.85M | 1.35M | 1.15M | 1.98M | 858.40K |
| D. E. Shaw & Co | 1.20M | 260.50K | 19.98K | 611.40K | 378.79K | 241.11K | 903.03K | 1.03M | 189.00K | 554.27K | — | 83.78K | 131.85K | 83.08K | 476.44K | 13.99K | 291.13K | — | 108.86K | 205.58K |
| PSP Investments | 1.19M | 1.24M | 1.19M | 1.37M | 1.20M | 1.12M | 884.08K | 758.91K | 680.51K | 658.58K | 666.75K | 396.17K | 369.64K | 381.34K | 394.46K | 397.44K | 400.41K | 401.49K | 438.14K | 383.73K |
▲ 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