RLI — RLI CORP
Reported value held$2.39B
Funds holding (latest)45
SectorFinancials
Funds holding (Q2 2026)32
Institutional value$1.71B · 29.04M sh
New / Add / Cut / Exit2 / 21 / 7 / 7
Top-5 / Top-10 concentration59.3% / 76.5%
Institutional holdings change
Accumulating +11.3%
(+2.95M sh)
Institutional value change
Up +15.2%
As of Q2 2026, 32 SEC-registered investment managers reported holding RLI (RLI CORP) in their latest 13F filings, with a combined reported value of $1.71B across 29.04M shares. That is +11.3% by share count (+2.95M shares) versus the previous quarter, while reported value moved +15.2%. Ownership is concentrated: the five largest holders account for 59.3% of reported value and the top ten for 76.5%.
Compared with the prior quarter, 2 opened new positions, 21 added to existing stakes, 7 trimmed, 7 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
RLI 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 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 8.33M | $492.17M | 0.01% | Add |
| Geode Capital Management history | 2.61M | $154.44M | 0.01% | Add |
| Markel Corp history | 2.39M | $141.45M | 1.08% | Hold |
| Invesco Ltd history | 2.36M | $139.32M | 0.01% | Add |
| Morgan Stanley history | 1.46M | $86.37M | 0.01% | Add |
| Charles Schwab Investment Management history | 1.17M | $68.87M | 0.01% | Add |
| Royce & Associates history | 1.13M | $67.01M | 0.54% | Add |
| AQR Capital Management history | 916.84K | $53.56M | 0.02% | Add |
| Northern Trust Corp history | 905.11K | $53.46M | 0.01% | Add |
| JPMorgan Chase & Co history | 885.55K | $51.94M | 0.01% | New |
| Norges Bank Investment Management history | 827.25K | $48.87M | 0.01% | Reduce |
| BNY Mellon history | 793.22K | $46.86M | 0.01% | Reduce |
| Arrowstreet Capital history | 709.88K | $41.93M | 0.02% | Add |
| Wells Fargo & Co history | 705.39K | $41.67M | 0.01% | Hold |
| UBS Group AG history | 698.65K | $41.27M | 0.01% | Add |
| Wellington Management Group history | 634.60K | $37.49M | 0.01% | Add |
| Two Sigma Investments history | 606.59K | $35.83M | 0.03% | Reduce |
| Citadel Advisors history | 457.73K | $27.04M | 0.00% | Add |
| Bank of America Corp history | 394.84K | $23.32M | 0.00% | Add |
| Goldman Sachs Group history | 314.77K | $18.59M | 0.00% | Add |
| Principal Global Investors history | 309.90K | $18.31M | 0.01% | Add |
| Legal & General Investment Management America history | 119.44K | $7.06M | 0.00% | Add |
| Manulife Financial history | 63.05K | $3.72M | 0.00% | Reduce |
| Millennium Management history | 39.30K | $2.32M | 0.00% | New |
| Citigroup Inc history | 35.59K | $2.10M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 28.43K | $1.68M | 0.00% | Reduce |
| Marshall Wace history | 25.93K | $1.53M | 0.00% | Add |
| Deutsche Bank AG history | 19.22K | $1.14M | 0.00% | Add |
| PNC Financial Services history | 7.50K | $442.79K | 0.00% | Add |
| Franklin Resources history | 7.23K | $427.25K | 0.00% | Add |
| Prudential Financial history | 5.15K | $304.39K | 0.00% | Reduce |
| T. Rowe Price Associates history | 66.97K | $3.96K | 0.00% | Add |
Q1 2026 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 8.07M | $460.44M | 0.01% | Hold |
| Geode Capital Management history | 2.49M | $142.28M | 0.01% | Add |
| Markel Corp history | 2.39M | $136.58M | 1.14% | Hold |
| Invesco Ltd history | 1.79M | $102.17M | 0.02% | Add |
| Morgan Stanley history | 1.32M | $75.08M | 0.01% | Add |
| Charles Schwab Investment Management history | 1.13M | $64.34M | 0.01% | Add |
| Two Sigma Investments history | 936.50K | $53.42M | 0.05% | Add |
| Northern Trust Corp history | 866.65K | $49.43M | 0.01% | Hold |
| Royce & Associates history | 864.40K | $49.31M | 0.49% | Add |
| BNY Mellon history | 823.87K | $46.99M | 0.01% | Hold |
| AQR Capital Management history | 731.20K | $41.71M | 0.02% | Add |
| Wells Fargo & Co history | 705.51K | $40.24M | 0.01% | Hold |
| UBS Group AG history | 647.49K | $36.93M | 0.01% | Add |
| Arrowstreet Capital history | 520.42K | $29.68M | 0.02% | Add |
| Wellington Management Group history | 516.73K | $29.47M | 0.01% | New |
| Citadel Advisors history | 421.60K | $24.05M | 0.00% | Reduce |
| Janus Henderson Group history | 416.65K | $23.76M | 0.01% | Add |
| Bank of America Corp history | 282.66K | $16.12M | 0.00% | Add |
| Principal Global Investors history | 281.14K | $16.04M | 0.01% | Add |
| Goldman Sachs Group history | 242.81K | $13.85M | 0.00% | Reduce |
| Legal & General Investment Management America history | 116.00K | $6.62M | 0.00% | Reduce |
| CDPQ (Caisse de Depot) history | 109.67K | $6.26M | 0.01% | New |
| Citigroup Inc history | 91.65K | $5.23M | 0.00% | Add |
| Renaissance Technologies history | 71.50K | $4.08M | 0.01% | New |
| Manulife Financial history | 63.48K | $3.62M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 32.85K | $1.87M | 0.00% | Reduce |
| Lazard Asset Management history | 24.21K | $1.38M | 0.00% | Add |
| Deutsche Bank AG history | 17.18K | $980.00K | 0.00% | Reduce |
| D. E. Shaw & Co history | 9.29K | $529.62K | 0.00% | Reduce |
| PNC Financial Services history | 7.45K | $424.68K | 0.00% | Reduce |
| Franklin Resources history | 6.63K | $378.00K | 0.00% | Reduce |
| Fidelity International (FIL) history | 5.64K | $321.82K | 0.00% | New |
| Prudential Financial history | 5.38K | $307.05K | 0.00% | Reduce |
| Marshall Wace history | 5.19K | $296.04K | 0.00% | New |
| Amundi US history | 5.16K | $294.15K | 0.00% | New |
| T. Rowe Price Associates history | 64.29K | $3.67K | 0.00% | Add |
Q4 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 9.45M | $604.54M | 0.01% | Add |
| BlackRock Inc history | 8.04M | $514.24M | 0.01% | Reduce |
| Markel Corp history | 2.39M | $153.20M | 1.22% | Hold |
| Geode Capital Management history | 2.19M | $140.26M | 0.01% | Add |
| JPMorgan Chase & Co history | 1.19M | $75.83M | 0.01% | Reduce |
| Invesco Ltd history | 1.13M | $72.41M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 1.12M | $71.38M | 0.01% | Add |
| Morgan Stanley history | 1.08M | $69.28M | 0.00% | Reduce |
| Norges Bank Investment Management history | 1.05M | $67.00M | 0.01% | Add |
| Northern Trust Corp history | 863.10K | $55.22M | 0.01% | Reduce |
| BNY Mellon history | 820.90K | $52.52M | 0.01% | Add |
| Wells Fargo & Co history | 707.89K | $45.29M | 0.01% | Add |
| UBS Group AG history | 607.18K | $38.85M | 0.01% | Add |
| Royce & Associates history | 586.40K | $37.52M | 0.38% | Add |
| AQR Capital Management history | 552.23K | $35.33M | 0.02% | Add |
| Citadel Advisors history | 492.79K | $31.53M | 0.01% | Add |
| Arrowstreet Capital history | 486.88K | $31.15M | 0.02% | Add |
| Two Sigma Investments history | 430.83K | $27.56M | 0.04% | Reduce |
| Janus Henderson Group history | 372.17K | $23.81M | 0.01% | Reduce |
| Goldman Sachs Group history | 368.29K | $23.56M | 0.00% | Reduce |
| Principal Global Investors history | 270.58K | $17.31M | 0.01% | Reduce |
| Millennium Management history | 227.81K | $14.58M | 0.01% | Add |
| Bank of America Corp history | 206.24K | $13.20M | 0.00% | Reduce |
| Point72 Asset Management history | 171.89K | $11.00M | 0.01% | New |
| Legal & General Investment Management America history | 131.20K | $8.39M | 0.00% | Reduce |
| Citigroup Inc history | 75.73K | $4.85M | 0.00% | Add |
| Manulife Financial history | 65.61K | $4.20M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 43.58K | $2.79M | 0.00% | Add |
| D. E. Shaw & Co history | 39.12K | $2.50M | 0.00% | Reduce |
| Lazard Asset Management history | 21.77K | $1.39M | 0.00% | Add |
| Deutsche Bank AG history | 17.43K | $1.11M | 0.00% | Reduce |
| PNC Financial Services history | 8.16K | $522.31K | 0.00% | Add |
| Franklin Resources history | 6.68K | $427.26K | 0.00% | Add |
| Prudential Financial history | 5.70K | $364.56K | 0.00% | Reduce |
| T. Rowe Price Associates history | 58.11K | $3.72K | 0.00% | Add |
Q3 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 9.14M | $595.99M | 0.01% | Add |
| BlackRock Inc history | 8.22M | $536.43M | 0.01% | Add |
| Markel Corp history | 2.39M | $156.17M | 1.27% | Hold |
| Geode Capital Management history | 2.12M | $138.61M | 0.01% | Add |
| JPMorgan Chase & Co history | 1.42M | $92.78M | 0.01% | Add |
| Morgan Stanley history | 1.42M | $92.77M | 0.01% | Add |
| Invesco Ltd history | 1.27M | $82.92M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 1.04M | $68.11M | 0.01% | Add |
| Northern Trust Corp history | 885.11K | $57.73M | 0.01% | Add |
| Wells Fargo & Co history | 676.13K | $44.10M | 0.01% | Reduce |
| BNY Mellon history | 629.31K | $41.04M | 0.01% | Reduce |
| UBS Group AG history | 558.61K | $36.43M | 0.01% | Add |
| Royce & Associates history | 495.33K | $32.31M | 0.32% | Add |
| Goldman Sachs Group history | 483.34K | $31.52M | 0.00% | Add |
| Two Sigma Investments history | 446.38K | $29.11M | 0.05% | Add |
| Janus Henderson Group history | 378.37K | $24.68M | 0.01% | Hold |
| AQR Capital Management history | 356.21K | $23.09M | 0.01% | Add |
| D. E. Shaw & Co history | 313.92K | $20.47M | 0.01% | Add |
| Principal Global Investors history | 274.78K | $17.92M | 0.01% | Add |
| Arrowstreet Capital history | 244.41K | $15.94M | 0.01% | Add |
| Bank of America Corp history | 221.79K | $14.47M | 0.00% | Add |
| Renaissance Technologies history | 219.90K | $14.34M | 0.02% | Add |
| Millennium Management history | 194.79K | $12.70M | 0.01% | Reduce |
| Legal & General Investment Management America history | 171.67K | $11.20M | 0.00% | Reduce |
| Citadel Advisors history | 151.18K | $9.86M | 0.00% | Reduce |
| Wellington Management Group history | 130.17K | $8.49M | 0.00% | Reduce |
| Manulife Financial history | 67.13K | $4.38M | 0.00% | Add |
| Citigroup Inc history | 51.62K | $3.37M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 43.30K | $2.82M | 0.00% | Add |
| Lazard Asset Management history | 20.98K | $1.37M | 0.00% | New |
| Bridgewater Associates history | 20.54K | $1.34M | 0.01% | New |
| Deutsche Bank AG history | 18.51K | $1.21M | 0.00% | Add |
| Prudential Financial history | 9.03K | $588.81K | 0.00% | Reduce |
| PNC Financial Services history | 8.11K | $528.92K | 0.00% | Reduce |
| Franklin Resources history | 5.38K | $351.15K | 0.00% | Add |
| Marshall Wace history | 3.10K | $202.18K | 0.00% | New |
| T. Rowe Price Associates history | 55.02K | $3.59K | 0.00% | Add |
Q2 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 8.99M | $649.26M | 0.01% | Hold |
| BlackRock Inc history | 7.69M | $555.31M | 0.01% | Add |
| Markel Corp history | 2.39M | $172.93M | 1.46% | Hold |
| Geode Capital Management history | 1.97M | $142.55M | 0.01% | Reduce |
| Morgan Stanley history | 1.38M | $99.50M | 0.01% | Reduce |
| Invesco Ltd history | 1.29M | $93.10M | 0.02% | Reduce |
| JPMorgan Chase & Co history | 1.23M | $88.94M | 0.01% | Reduce |
| Norges Bank Investment Management history | 1.03M | $74.53M | 0.01% | Add |
| Charles Schwab Investment Management history | 945.50K | $68.28M | 0.01% | Reduce |
| Northern Trust Corp history | 862.98K | $62.32M | 0.01% | Reduce |
| Wells Fargo & Co history | 705.32K | $50.94M | 0.01% | Add |
| BNY Mellon history | 650.97K | $47.01M | 0.01% | Hold |
| Millennium Management history | 543.58K | $39.26M | 0.02% | Add |
| Royce & Associates history | 394.49K | $28.49M | 0.29% | Add |
| Janus Henderson Group history | 377.69K | $27.28M | 0.01% | Add |
| Citadel Advisors history | 352.53K | $25.46M | 0.00% | Add |
| UBS Group AG history | 275.53K | $19.90M | 0.00% | Add |
| Principal Global Investors history | 254.34K | $18.37M | 0.01% | Add |
| Wellington Management Group history | 227.22K | $16.41M | 0.00% | Reduce |
| Bank of America Corp history | 197.06K | $14.23M | 0.00% | Add |
| Goldman Sachs Group history | 185.12K | $13.37M | 0.00% | Hold |
| Legal & General Investment Management America history | 174.05K | $12.57M | 0.00% | Add |
| D. E. Shaw & Co history | 141.79K | $10.24M | 0.01% | Add |
| Renaissance Technologies history | 126.52K | $9.14M | 0.01% | Add |
| AQR Capital Management history | 102.46K | $7.33M | 0.01% | Reduce |
| Arrowstreet Capital history | 98.77K | $7.13M | 0.01% | Reduce |
| Two Sigma Investments history | 98.52K | $7.12M | 0.01% | Add |
| Manulife Financial history | 65.12K | $4.70M | 0.00% | Reduce |
| Citigroup Inc history | 35.61K | $2.57M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 25.71K | $1.86M | 0.00% | Add |
| Amundi US history | 23.98K | $1.69M | 0.00% | Add |
| Prudential Financial history | 9.17K | $1.36M | 0.00% | Add |
| Deutsche Bank AG history | 16.58K | $1.20M | 0.00% | Reduce |
| Ontario Teachers Pension Plan history | 14.34K | $1.04M | 0.02% | New |
| PNC Financial Services history | 9.06K | $654.02K | 0.00% | Reduce |
| Franklin Resources history | 4.49K | $324.34K | 0.00% | Add |
| T. Rowe Price Associates history | 50.73K | $3.66K | 0.00% | Add |
Q1 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 9.00M | $722.70M | 0.01% | Add |
| BlackRock Inc history | 7.53M | $604.85M | 0.01% | Add |
| Markel Corp history | 2.39M | $192.35M | 1.71% | Add |
| Geode Capital Management history | 2.16M | $173.67M | 0.01% | Add |
| Morgan Stanley history | 1.40M | $112.57M | 0.01% | Add |
| JPMorgan Chase & Co history | 1.39M | $111.45M | 0.02% | Add |
| Invesco Ltd history | 1.33M | $107.17M | 0.02% | Add |
| Charles Schwab Investment Management history | 953.06K | $76.56M | 0.01% | Add |
| Northern Trust Corp history | 923.08K | $74.15M | 0.01% | Add |
| Wellington Management Group history | 660.45K | $53.05M | 0.01% | Add |
| BNY Mellon history | 650.58K | $52.26M | 0.01% | Add |
| Wells Fargo & Co history | 609.17K | $48.93M | 0.01% | Add |
| Janus Henderson Group history | 373.35K | $29.86M | 0.02% | Add |
| Royce & Associates history | 364.76K | $29.30M | 0.32% | Add |
| Principal Global Investors history | 251.04K | $20.17M | 0.01% | Add |
| Balyasny Asset Management history | 232.81K | $18.70M | 0.03% | Add |
| Goldman Sachs Group history | 185.50K | $14.90M | 0.00% | Add |
| Legal & General Investment Management America history | 166.20K | $13.35M | 0.00% | Add |
| UBS Group AG history | 156.71K | $12.59M | 0.00% | Add |
| Bank of America Corp history | 146.12K | $11.74M | 0.00% | Add |
| Arrowstreet Capital history | 110.48K | $8.87M | 0.01% | Add |
| AQR Capital Management history | 104.56K | $8.35M | 0.01% | Add |
| Renaissance Technologies history | 80.60K | $6.47M | 0.01% | Add |
| Citadel Advisors history | 70.75K | $5.68M | 0.00% | Add |
| Manulife Financial history | 68.76K | $5.52M | 0.01% | Add |
| D. E. Shaw & Co history | 61.71K | $4.96M | 0.01% | Add |
| Marshall Wace history | 32.00K | $2.57M | 0.00% | Add |
| Millennium Management history | 31.99K | $2.57M | 0.00% | Add |
| Deutsche Bank AG history | 18.49K | $1.49M | 0.00% | Add |
| Citigroup Inc history | 17.63K | $1.42M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 16.96K | $1.36M | 0.00% | Add |
| Prudential Financial history | 7.42K | $1.23M | 0.00% | Add |
| PNC Financial Services history | 9.32K | $748.95K | 0.00% | Add |
| Two Sigma Investments history | 7.67K | $616.53K | 0.00% | Add |
| Franklin Resources history | 4.23K | $340.12K | 0.00% | Reduce |
| Amundi US history | 144 | $11.64K | 0.00% | Add |
| T. Rowe Price Associates history | 48.80K | $3.92K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 885.55K sh · $51.94M
- Millennium Management 39.30K sh · $2.32M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 416.65K sh · $23.76M
- CDPQ (Caisse de Depot) sold 109.67K sh · $6.26M
- Renaissance Technologies sold 71.50K sh · $4.08M
- Lazard Asset Management sold 24.21K sh · $1.38M
- D. E. Shaw & Co sold 9.29K sh · $529.62K
- Fidelity International (FIL) sold 5.64K sh · $321.82K
- Amundi US sold 5.16K sh · $294.15K
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 | 8.33M | 8.07M | 8.04M | 8.22M | 7.69M | 7.53M | 3.80M | 3.67M | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 2.61M | 2.49M | 2.19M | 2.12M | 1.97M | 2.16M | 1.02M | 908.43K | 857.78K | 799.09K | 768.04K | 835.02K | 833.20K | 958.04K | 924.47K | 728.35K | 805.66K | 713.28K | 687.37K | 669.54K |
| Markel Corp | 2.39M | 2.39M | 2.39M | 2.39M | 2.39M | 2.39M | 1.20M | 1.20M | 1.20M | 1.20M | 1.20M | 1.20M | 1.20M | 1.20M | 1.20M | 1.20M | 1.20M | 1.20M | 1.20M | 1.20M |
| Invesco Ltd | 2.36M | 1.79M | 1.13M | 1.27M | 1.29M | 1.33M | 665.39K | 635.69K | 732.99K | 709.71K | 672.89K | 680.40K | 690.87K | 694.64K | 576.21K | 545.94K | 328.43K | 296.02K | 257.59K | 265.59K |
| Morgan Stanley | 1.46M | 1.32M | 1.08M | 1.42M | 1.38M | 1.40M | 687.92K | 680.03K | 672.54K | 671.53K | 1.13M | 1.13M | 1.15M | 1.09M | 1.36M | 218.70K | 228.26K | 111.73K | 136.74K | 192.34K |
| Charles Schwab Investment Management | 1.17M | 1.13M | 1.12M | 1.04M | 945.50K | 953.06K | 471.75K | 462.62K | 437.80K | 428.32K | 411.79K | 400.53K | 287.54K | 369.82K | 370.89K | 368.08K | 342.01K | 347.01K | 335.62K | 327.97K |
| Royce & Associates | 1.13M | 864.40K | 586.40K | 495.33K | 394.49K | 364.76K | 114.55K | 123.59K | 114.37K | 143.48K | 185.25K | 156.71K | 148.24K | 151.42K | 144.97K | 178.37K | 166.50K | 201.38K | 192.73K | 168.20K |
| AQR Capital Management | 916.84K | 731.20K | 552.23K | 356.21K | 102.46K | 104.56K | 45.91K | 43.57K | 43.91K | 59.31K | 76.14K | 89.11K | 43.08K | 35.27K | 30.76K | 26.47K | 18.27K | 7.60K | 4.08K | 4.99K |
| Northern Trust Corp | 905.11K | 866.65K | 863.10K | 885.11K | 862.98K | 923.08K | 470.22K | 412.31K | 383.88K | 356.50K | 388.95K | 395.55K | 391.99K | 593.32K | 588.02K | 582.88K | 590.85K | 613.30K | 628.78K | 642.97K |
| JPMorgan Chase & Co | 885.55K | — | 1.19M | 1.42M | 1.23M | 1.39M | 698.38K | 728.89K | 782.61K | 869.28K | 1.09M | 1.08M | 1.07M | 1.08M | 1.11M | 1.38M | 1.47M | 1.72M | 1.72M | 1.72M |
| Norges Bank Investment Management | 827.25K | — | 1.05M | — | 1.03M | — | 488.24K | — | 446.24K | — | 395.07K | — | — | — | 250.23K | — | — | — | — | — |
| BNY Mellon | 793.22K | 823.87K | 820.90K | 629.31K | 650.97K | 650.58K | 342.43K | 398.89K | 428.33K | 426.35K | 442.59K | 407.81K | 428.63K | 477.28K | 467.62K | 439.95K | 437.95K | 437.16K | 436.93K | 449.35K |
| Arrowstreet Capital | 709.88K | 520.42K | 486.88K | 244.41K | 98.77K | 110.48K | 6.07K | 3.15K | — | — | — | — | — | — | — | — | — | — | — | 42.94K |
| Wells Fargo & Co | 705.39K | 705.51K | 707.89K | 676.13K | 705.32K | 609.17K | 310.12K | 324.57K | 336.26K | 361.53K | 369.43K | 371.97K | 375.35K | 401.59K | 396.14K | 411.86K | 417.13K | 469.37K | 549.84K | 567.61K |
| UBS Group AG | 698.65K | 647.49K | 607.18K | 558.61K | 275.53K | 156.71K | 90.58K | 69.14K | 56.81K | 44.42K | 22.44K | 38.65K | 57.41K | 57.85K | 81.53K | 26.08K | 32.31K | 60.24K | 92.40K | 31.84K |
| Wellington Management Group | 634.60K | 516.73K | — | 130.17K | 227.22K | 660.45K | 415.25K | 61.03K | — | — | — | — | — | — | — | 2.28K | 6.08K | 6.08K | — | 2.91K |
| Two Sigma Investments | 606.59K | 936.50K | 430.83K | 446.38K | 98.52K | 7.67K | 4.12K | 18.80K | 5.60K | — | 2.67K | 13.62K | 32.18K | 2.70K | 4.50K | 5.41K | — | 18.79K | — | — |
| Citadel Advisors | 457.73K | 421.60K | 492.79K | 151.18K | 352.53K | 70.75K | 33.22K | 54.31K | 69.42K | 68.06K | 13.97K | 6.10K | 6.14K | 10.11K | 80.15K | 95.52K | 183.35K | 181.35K | 52.23K | 33.86K |
| Bank of America Corp | 394.84K | 282.66K | 206.24K | 221.79K | 197.06K | 146.12K | 47.26K | 82.36K | 82.45K | 68.89K | 61.23K | 65.60K | 69.95K | 88.10K | 94.69K | 89.18K | 96.44K | 134.08K | 161.84K | 145.53K |
| Goldman Sachs Group | 314.77K | 242.81K | 368.29K | 483.34K | 185.12K | 185.50K | 88.00K | 73.37K | 85.15K | 82.15K | 146.77K | 160.73K | 179.56K | 269.00K | 319.86K | 311.56K | 344.31K | 443.41K | 398.09K | 488.90K |
▲ 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