RNG — RINGCENTRAL INC
Reported value held$1.96B
Funds holding (latest)57
SectorTechnology
Funds holding (Q2 2026)40
Institutional value$1.44B · 37.14M sh
New / Add / Cut / Exit6 / 16 / 17 / 1
Top-5 / Top-10 concentration70.6% / 81.1%
Institutional holdings change
Reducing -2.2%
(-830.26K sh)
Institutional value change
Up +2.5%
As of Q2 2026, 40 SEC-registered investment managers reported holding RNG (RINGCENTRAL INC) in their latest 13F filings, with a combined reported value of $1.44B across 37.14M shares. That is -2.2% by share count (-830.26K shares) versus the previous quarter, while reported value moved +2.5%. Ownership is concentrated: the five largest holders account for 70.6% of reported value and the top ten for 81.1%.
Compared with the prior quarter, 6 opened new positions, 16 added to existing stakes, 17 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
RNG 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 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Capital World Investors history | 11.08M | $432.02M | 0.05% | Add |
| BlackRock Inc history | 10.80M | $420.94M | 0.01% | Reduce |
| AQR Capital Management history | 1.54M | $59.14M | 0.02% | Reduce |
| Geode Capital Management history | 1.39M | $54.04M | 0.00% | Reduce |
| Morgan Stanley history | 1.38M | $53.75M | 0.00% | Add |
| Renaissance Technologies history | 1.03M | $39.97M | 0.06% | Reduce |
| Franklin Resources history | 876.79K | $34.18M | 0.01% | Add |
| Goldman Sachs Group history | 724.39K | $28.24M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 634.64K | $24.74M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 627.65K | $24.66M | 0.00% | New |
| UBS Group AG history | 586.39K | $22.86M | 0.00% | Add |
| BNY Mellon history | 555.54K | $21.66M | 0.00% | Reduce |
| Northern Trust Corp history | 514.98K | $20.07M | 0.00% | Reduce |
| Bank of America Corp history | 514.93K | $20.07M | 0.00% | Add |
| Arrowstreet Capital history | 460.94K | $17.97M | 0.01% | Add |
| Citadel Advisors history | 442.21K | $17.24M | 0.00% | Reduce |
| Invesco Ltd history | 440.70K | $17.18M | 0.00% | Add |
| Coatue Management history | 411.35K | $16.03M | 0.04% | Hold |
| Millennium Management history | 392.94K | $15.32M | 0.01% | Reduce |
| Lazard Asset Management history | 385.75K | $15.04M | 0.02% | Reduce |
| Principal Global Investors history | 357.22K | $13.92M | 0.01% | Reduce |
| Wellington Management Group history | 347.84K | $13.56M | 0.00% | Reduce |
| PSP Investments history | 342.20K | $13.34M | 0.04% | Add |
| Fidelity Management & Research (FMR) history | 316.00K | $12.32M | 0.00% | Add |
| Two Sigma Investments history | 238.76K | $9.31M | 0.01% | Reduce |
| Legal & General Investment Management America history | 163.28K | $6.36M | 0.00% | Reduce |
| Prudential Financial history | 112.45K | $4.38M | 0.01% | Add |
| Deutsche Bank AG history | 84.10K | $3.28M | 0.00% | Add |
| Fidelity International (FIL) history | 73.31K | $2.86M | 0.00% | New |
| Amundi US history | 59.99K | $2.34M | 0.00% | Add |
| Polen Capital Management history | 40.13K | $1.56M | 0.01% | New |
| Norges Bank Investment Management history | 38.71K | $1.51M | 0.00% | Reduce |
| D. E. Shaw & Co history | 29.66K | $1.16M | 0.00% | New |
| Citigroup Inc history | 27.14K | $1.06M | 0.00% | Reduce |
| Manulife Financial history | 15.04K | $586.18K | 0.00% | Add |
| Marshall Wace history | 12.20K | $475.56K | 0.00% | New |
| CPP Investments history | 11.20K | $436.58K | 0.00% | New |
| Wells Fargo & Co history | 8.98K | $350.20K | 0.00% | Add |
| PNC Financial Services history | 7.62K | $297.07K | 0.00% | Add |
| T. Rowe Price Associates history | 75.04K | $2.93K | 0.00% | Add |
Q1 2026 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 11.20M | $416.37M | 0.01% | Add |
| Capital World Investors history | 10.98M | $408.25M | 0.06% | Reduce |
| AQR Capital Management history | 2.03M | $74.92M | 0.03% | Add |
| Geode Capital Management history | 1.54M | $57.23M | 0.00% | Reduce |
| Goldman Sachs Group history | 1.32M | $48.91M | 0.01% | Add |
| Renaissance Technologies history | 1.21M | $45.10M | 0.07% | Reduce |
| Morgan Stanley history | 1.14M | $42.43M | 0.00% | Add |
| Franklin Resources history | 715.79K | $26.62M | 0.01% | Add |
| Citadel Advisors history | 700.79K | $26.06M | 0.00% | Add |
| Charles Schwab Investment Management history | 684.68K | $25.46M | 0.00% | Add |
| BNY Mellon history | 585.79K | $21.79M | 0.00% | Add |
| UBS Group AG history | 526.38K | $19.58M | 0.00% | Add |
| Northern Trust Corp history | 521.52K | $19.40M | 0.00% | Add |
| Bank of America Corp history | 510.85K | $19.00M | 0.00% | Add |
| Millennium Management history | 426.69K | $15.87M | 0.01% | Add |
| Invesco Ltd history | 414.83K | $15.43M | 0.00% | Add |
| Coatue Management history | 411.35K | $15.30M | 0.05% | New |
| Lazard Asset Management history | 388.16K | $14.44M | 0.02% | Reduce |
| Principal Global Investors history | 368.88K | $13.72M | 0.01% | New |
| Wellington Management Group history | 361.36K | $13.44M | 0.00% | Reduce |
| Arrowstreet Capital history | 329.21K | $12.24M | 0.01% | Reduce |
| Two Sigma Investments history | 322.92K | $12.01M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 305.59K | $11.36M | 0.00% | Reduce |
| PSP Investments history | 271.25K | $10.09M | 0.03% | New |
| Janus Henderson Group history | 177.97K | $6.62M | 0.00% | Add |
| Legal & General Investment Management America history | 171.95K | $6.39M | 0.00% | Add |
| Prudential Financial history | 84.53K | $3.14M | 0.00% | Add |
| Deutsche Bank AG history | 81.05K | $3.01M | 0.00% | Reduce |
| Citigroup Inc history | 71.84K | $2.67M | 0.00% | Reduce |
| Amundi US history | 27.66K | $1.03M | 0.00% | Reduce |
| Manulife Financial history | 13.75K | $511.36K | 0.00% | Add |
| Wells Fargo & Co history | 6.94K | $258.17K | 0.00% | Reduce |
| PNC Financial Services history | 5.95K | $221.09K | 0.00% | Add |
| T. Rowe Price Associates history | 69.91K | $2.60K | 0.00% | Add |
Q4 2025 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Capital World Investors history | 11.74M | $339.19M | 0.05% | Hold |
| Vanguard Group history | 11.41M | $329.58M | 0.01% | Reduce |
| AQR Capital Management history | 2.00M | $57.87M | 0.03% | Add |
| Geode Capital Management history | 1.55M | $44.78M | 0.00% | Hold |
| Renaissance Technologies history | 1.37M | $39.50M | 0.06% | Reduce |
| Marshall Wace history | 1.19M | $34.38M | 0.03% | Reduce |
| Two Sigma Investments history | 779.76K | $22.52M | 0.03% | Add |
| Arrowstreet Capital history | 670.53K | $19.37M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 563.72K | $16.28M | 0.00% | Reduce |
| Lazard Asset Management history | 529.63K | $15.30M | 0.03% | Add |
| UBS Group AG history | 493.39K | $14.25M | 0.00% | Add |
| Bridgewater Associates history | 487.16K | $14.07M | 0.05% | Add |
| Northern Trust Corp history | 456.77K | $13.19M | 0.00% | Reduce |
| BNY Mellon history | 455.37K | $13.15M | 0.00% | Add |
| Goldman Sachs Group history | 446.82K | $12.90M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 11.73M | $11.60M | 0.00% | Reduce |
| Citadel Advisors history | 371.14K | $10.72M | 0.00% | Reduce |
| BlackRock Inc history | 7.77M | $7.68M | 0.00% | Add |
| D. E. Shaw & Co history | 261.34K | $7.55M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 7.00M | $6.92M | 0.00% | Hold |
| Invesco Ltd history | 218.46K | $6.31M | 0.00% | Add |
| Ontario Teachers Pension Plan history | 3.31M | $3.27M | 0.07% | Hold |
| Deutsche Bank AG history | 88.19K | $2.55M | 0.00% | Add |
| Legal & General Investment Management America history | 82.61K | $2.39M | 0.00% | Add |
| Wellington Management Group history | 2.30M | $2.27M | 0.00% | Hold |
| Norges Bank Investment Management history | 77.41K | $2.24M | 0.00% | New |
| CPP Investments history | 48.29K | $1.39M | 0.00% | Hold |
| Millennium Management history | 46.49K | $1.34M | 0.00% | Reduce |
| Janus Henderson Group history | 34.71K | $1.00M | 0.00% | Hold |
| Amundi US history | 29.74K | $858.95K | 0.00% | Reduce |
| Citigroup Inc history | 615.00K | $607.62K | 0.00% | Add |
| Prudential Financial history | 13.35K | $385.55K | 0.00% | Add |
| Manulife Financial history | 12.50K | $361.12K | 0.00% | Reduce |
| Wells Fargo & Co history | 10.70K | $309.02K | 0.00% | Add |
| PNC Financial Services history | 4.47K | $129.09K | 0.00% | Add |
| Morgan Stanley history | 76.00K | $75.09K | 0.00% | Hold |
| Bank of America Corp history | 67.00K | $66.20K | 0.00% | Reduce |
| Franklin Resources history | 62.00K | $61.41K | 0.00% | Hold |
| T. Rowe Price Associates history | 64.30K | $1.86K | 0.00% | Reduce |
Q3 2025 — 42 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 11.82M | $335.08M | 0.01% | Add |
| Capital World Investors history | 11.74M | $332.60M | 0.05% | Add |
| Marshall Wace history | 1.79M | $50.87M | 0.05% | Add |
| Goldman Sachs Group history | 1.68M | $47.57M | 0.01% | Reduce |
| Geode Capital Management history | 1.55M | $43.93M | 0.00% | Add |
| Renaissance Technologies history | 1.55M | $43.86M | 0.06% | Add |
| AQR Capital Management history | 1.48M | $41.94M | 0.03% | Reduce |
| Arrowstreet Capital history | 1.03M | $29.07M | 0.02% | Add |
| Citadel Advisors history | 703.85K | $19.95M | 0.00% | Add |
| Charles Schwab Investment Management history | 693.15K | $19.64M | 0.00% | Reduce |
| Two Sigma Investments history | 490.25K | $13.89M | 0.02% | Add |
| Northern Trust Corp history | 479.14K | $13.58M | 0.00% | Hold |
| JPMorgan Chase & Co history | 13.61M | $13.28M | 0.00% | Reduce |
| Lazard Asset Management history | 440.93K | $12.50M | 0.02% | Add |
| BNY Mellon history | 428.24K | $12.14M | 0.00% | Reduce |
| Coatue Management history | 411.35K | $11.66M | 0.03% | Hold |
| Bridgewater Associates history | 367.34K | $10.41M | 0.04% | New |
| UBS Group AG history | 346.37K | $9.82M | 0.00% | Reduce |
| Alkeon Capital Management history | 10.00M | $9.74M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 7.00M | $6.82M | 0.00% | Add |
| BlackRock Inc history | 5.97M | $5.82M | 0.00% | Hold |
| Invesco Ltd history | 152.48K | $4.32M | 0.00% | Add |
| Millennium Management history | 137.83K | $3.91M | 0.00% | Add |
| Ontario Teachers Pension Plan history | 3.31M | $3.23M | 0.07% | New |
| D. E. Shaw & Co history | 111.30K | $3.15M | 0.00% | Add |
| Bank of America Corp history | 3.16M | $3.08M | 0.00% | Add |
| Deutsche Bank AG history | 86.17K | $2.44M | 0.00% | Add |
| Point72 Asset Management history | 79.57K | $2.25M | 0.00% | Reduce |
| Wellington Management Group history | 2.30M | $2.25M | 0.00% | Reduce |
| Legal & General Investment Management America history | 78.76K | $2.23M | 0.00% | Reduce |
| Citigroup Inc history | 51.37K | $1.46M | 0.00% | Reduce |
| CPP Investments history | 48.29K | $1.37M | 0.00% | Hold |
| Janus Henderson Group history | 34.71K | $984.26K | 0.00% | Hold |
| Balyasny Asset Management history | 15.10K | $428.02K | 0.00% | Reduce |
| Manulife Financial history | 13.69K | $388.03K | 0.00% | Add |
| Prudential Financial history | 12.50K | $354.25K | 0.00% | New |
| Wells Fargo & Co history | 9.54K | $270.34K | 0.00% | Reduce |
| Amundi US history | 226.00K | $220.24K | 0.00% | Reduce |
| PNC Financial Services history | 4.28K | $121.27K | 0.00% | Add |
| Morgan Stanley history | 76.00K | $74.06K | 0.00% | Hold |
| Franklin Resources history | 62.00K | $60.57K | 0.00% | Hold |
| T. Rowe Price Associates history | 66.51K | $1.89K | 0.00% | Add |
Q2 2025 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 11.69M | $331.53M | 0.01% | Hold |
| Capital World Investors history | 9.70M | $275.11M | 0.04% | Hold |
| Goldman Sachs Group history | 3.07M | $87.10M | 0.01% | Add |
| Marshall Wace history | 1.72M | $48.74M | 0.06% | Add |
| AQR Capital Management history | 1.63M | $45.73M | 0.04% | Add |
| Geode Capital Management history | 1.50M | $42.39M | 0.00% | Add |
| Renaissance Technologies history | 1.47M | $41.81M | 0.06% | Reduce |
| Arrowstreet Capital history | 812.52K | $23.03M | 0.02% | Add |
| Charles Schwab Investment Management history | 746.05K | $21.15M | 0.00% | Reduce |
| Alkeon Capital Management history | 20.00M | $19.18M | 0.03% | Hold |
| UBS Group AG history | 661.55K | $18.75M | 0.00% | Reduce |
| BNY Mellon history | 493.07K | $13.98M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 14.39M | $13.82M | 0.00% | Add |
| Northern Trust Corp history | 479.49K | $13.59M | 0.00% | Reduce |
| Coatue Management history | 411.35K | $11.66M | 0.03% | Hold |
| Two Sigma Investments history | 212.68K | $6.03M | 0.01% | Reduce |
| BlackRock Inc history | 5.97M | $5.73M | 0.00% | Reduce |
| Citadel Advisors history | 199.31K | $5.65M | 0.00% | Reduce |
| Point72 Asset Management history | 168.95K | $4.79M | 0.01% | Add |
| Balyasny Asset Management history | 143.05K | $4.06M | 0.01% | Add |
| Invesco Ltd history | 137.94K | $3.91M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 4.00M | $3.84M | 0.00% | Hold |
| Legal & General Investment Management America history | 84.66K | $2.40M | 0.00% | Add |
| Wellington Management Group history | 2.42M | $2.32M | 0.00% | Add |
| Deutsche Bank AG history | 80.23K | $2.27M | 0.00% | Reduce |
| Millennium Management history | 79.59K | $2.26M | 0.00% | Reduce |
| CPP Investments history | 48.29K | $1.37M | 0.00% | Hold |
| Janus Henderson Group history | 34.71K | $983.91K | 0.00% | Hold |
| Citigroup Inc history | 570.00K | $546.63K | 0.00% | Hold |
| D. E. Shaw & Co history | 18.80K | $532.98K | 0.00% | Hold |
| Amundi US history | 456.00K | $437.30K | 0.00% | Add |
| Wells Fargo & Co history | 15.16K | $429.79K | 0.00% | Reduce |
| Manulife Financial history | 13.02K | $369.23K | 0.00% | Reduce |
| PNC Financial Services history | 4.25K | $120.43K | 0.00% | Add |
| Morgan Stanley history | 76.00K | $72.88K | 0.00% | Hold |
| Franklin Resources history | 62.00K | $59.61K | 0.00% | Hold |
| Bank of America Corp history | 34.00K | $32.61K | 0.00% | Reduce |
| Lazard Asset Management history | 265.96K | $7.54K | 0.01% | Add |
| T. Rowe Price Associates history | 62.27K | $1.77K | 0.00% | Add |
Q1 2025 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 11.64M | $288.20M | 0.01% | Hold |
| Capital World Investors history | 9.69M | $239.83M | 0.04% | Reduce |
| Renaissance Technologies history | 1.49M | $36.93M | 0.06% | Reduce |
| Marshall Wace history | 1.47M | $36.40M | 0.05% | Add |
| Geode Capital Management history | 1.43M | $35.41M | 0.00% | Add |
| AQR Capital Management history | 1.28M | $31.24M | 0.03% | Reduce |
| UBS Group AG history | 957.46K | $23.71M | 0.00% | Add |
| Alkeon Capital Management history | 20.00M | $19.04M | 0.04% | Reduce |
| Charles Schwab Investment Management history | 768.34K | $19.02M | 0.00% | Reduce |
| Two Sigma Investments history | 577.22K | $14.29M | 0.03% | Reduce |
| BNY Mellon history | 548.76K | $13.59M | 0.00% | Add |
| Arrowstreet Capital history | 538.48K | $13.33M | 0.01% | Reduce |
| Citadel Advisors history | 498.10K | $12.33M | 0.00% | Add |
| JPMorgan Chase & Co history | 486.88K | $12.06M | 0.00% | Reduce |
| Northern Trust Corp history | 482.11K | $11.94M | 0.00% | Reduce |
| Goldman Sachs Group history | 480.51K | $11.90M | 0.00% | Reduce |
| Wellington Management Group history | 445.59K | $11.03M | 0.00% | Hold |
| Coatue Management history | 411.35K | $10.19M | 0.04% | New |
| Millennium Management history | 405.50K | $10.04M | 0.01% | Add |
| BlackRock Inc history | 6.37M | $6.06M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 4.00M | $3.81M | 0.00% | Hold |
| Invesco Ltd history | 124.49K | $3.08M | 0.00% | Add |
| Legal & General Investment Management America history | 83.39K | $2.06M | 0.00% | Add |
| Deutsche Bank AG history | 81.97K | $2.03M | 0.00% | Add |
| Point72 Asset Management history | 61.60K | $1.53M | 0.00% | Reduce |
| CPP Investments history | 48.29K | $1.20M | 0.00% | Hold |
| Janus Henderson Group history | 34.71K | $887.76K | 0.00% | Reduce |
| Citigroup Inc history | 570.00K | $542.57K | 0.00% | Add |
| D. E. Shaw & Co history | 18.80K | $465.49K | 0.00% | Reduce |
| Balyasny Asset Management history | 16.09K | $398.49K | 0.00% | Reduce |
| Manulife Financial history | 15.58K | $385.74K | 0.00% | Add |
| Amundi US history | 14.96K | $363.60K | 0.00% | Reduce |
| Wells Fargo & Co history | 86.00K | $81.96K | 0.00% | Add |
| Bank of America Corp history | 84.00K | $79.96K | 0.00% | Reduce |
| PNC Financial Services history | 2.92K | $72.42K | 0.00% | Add |
| Morgan Stanley history | 76.00K | $72.34K | 0.00% | Reduce |
| Franklin Resources history | 62.00K | $59.17K | 0.00% | Hold |
| Lazard Asset Management history | 114.47K | $2.83K | 0.01% | Reduce |
| T. Rowe Price Associates history | 61.23K | $1.52K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 627.65K sh · $24.66M
- Fidelity International (FIL) 73.31K sh · $2.86M
- Polen Capital Management 40.13K sh · $1.56M
- D. E. Shaw & Co 29.66K sh · $1.16M
- Marshall Wace 12.20K sh · $475.56K
- CPP Investments 11.20K sh · $436.58K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 177.97K sh · $6.62M
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital World Investors | 11.08M | 10.98M | 11.74M | 11.74M | 9.70M | 9.69M | 10.66M | 10.07M | 9.86M | 12.14M | 11.31M | 12.08M | 12.38M | 13.06M | 12.96M | 9.90M | 10.46M | 11.58M | 11.19M | 9.90M |
| BlackRock Inc | 10.80M | 11.20M | 7.77M | 5.97M | 5.97M | 6.37M | 5.97M | 4.57M | — | — | — | — | — | — | — | — | — | — | — | — |
| AQR Capital Management | 1.54M | 2.03M | 2.00M | 1.48M | 1.63M | 1.28M | 1.61M | 1.29M | 881.11K | 860.44K | 669.96K | 909.93K | 930.46K | 788.75K | 469.75K | 799.13K | 279.13K | 3.09K | 9.05K | 9.77K |
| Geode Capital Management | 1.39M | 1.54M | 1.55M | 1.55M | 1.50M | 1.43M | 1.35M | 1.29M | 1.35M | 1.34M | 1.29M | 1.23M | 1.14M | 1.10M | 1.05M | 1.01M | 1.05M | 1.01M | 982.61K | 924.98K |
| Morgan Stanley | 1.38M | 1.14M | 76.00K | 76.00K | 76.00K | 76.00K | 1.08M | 1.00M | 3.28M | 2.54M | 2.54M | 3.04M | 15.00K | 3.75M | 1.66M | 1.27M | 9.75M | 8.53M | 6.09M | 3.66M |
| Renaissance Technologies | 1.03M | 1.21M | 1.37M | 1.55M | 1.47M | 1.49M | 1.80M | 1.62M | 1.61M | 1.55M | 1.59M | 1.32M | 1.86M | 915.90K | 1.89M | 2.02M | 2.19M | 712.40K | — | 318.50K |
| Franklin Resources | 876.79K | 715.79K | 62.00K | 62.00K | 62.00K | 62.00K | 62.00K | 62.00K | 62.00K | 62.00K | 41.64K | 41.80K | 42.30K | — | — | — | — | 2.32K | 3.40K | 2.84K |
| Goldman Sachs Group | 724.39K | 1.32M | 446.82K | 1.68M | 3.07M | 480.51K | 1.00M | 1.00M | 1.00M | 1.00M | 1.00M | 1.00M | 1.00M | 1.00M | 3.58M | 4.44M | 425.00K | 73.00K | 2.38M | 43.00K |
| Charles Schwab Investment Management | 634.64K | 684.68K | 563.72K | 693.15K | 746.05K | 768.34K | 832.20K | 822.09K | 762.52K | 768.34K | 732.54K | 730.24K | 663.01K | 643.53K | 603.42K | 520.46K | 323.80K | 269.36K | 249.42K | 241.41K |
| JPMorgan Chase & Co | 627.65K | — | 11.73M | 13.61M | 14.39M | 486.88K | 3.50M | 414.97K | 8.30K | 8.30K | 437.72K | 162.35K | 176.48K | 96.56K | 185.20K | 155.25K | 53.42K | 13.14M | 28.44M | 1.20K |
| UBS Group AG | 586.39K | 526.38K | 493.39K | 346.37K | 661.55K | 957.46K | 375.91K | 142.02K | 177.68K | 128.11K | 176.06K | 252.70K | 391.58K | 11.00K | 11.00K | 11.00K | 8.00K | 10.00K | 24.00K | 24.00K |
| BNY Mellon | 555.54K | 585.79K | 455.37K | 428.24K | 493.07K | 548.76K | 507.28K | 515.11K | 606.32K | 702.36K | 724.88K | 678.04K | 1.12M | 1.10M | 1.05M | 1.14M | 1.21M | 992.01K | 1.09M | 1.26M |
| Northern Trust Corp | 514.98K | 521.52K | 456.77K | 479.14K | 479.49K | 482.11K | 529.75K | 517.84K | 548.86K | 487.65K | 461.23K | 437.65K | 415.35K | 393.45K | 382.03K | 467.63K | 539.94K | 533.32K | 526.19K | 524.10K |
| Bank of America Corp | 514.93K | 510.85K | 67.00K | 3.16M | 34.00K | 84.00K | 418.85K | 1.74M | 457.00K | 15.00K | 1.01M | 3.86M | 2.23M | 839.00K | 2.51M | 1.91M | 131.00K | 866.00K | 16.06M | 434.00K |
| Arrowstreet Capital | 460.94K | 329.21K | 670.53K | 1.03M | 812.52K | 538.48K | 1.45M | 281.00K | — | — | 26.66K | — | 96.38K | 50.03K | 124.21K | 16.20K | 15.58K | 13.02K | 9.87K | 20.10K |
| Citadel Advisors | 442.21K | 700.79K | 371.14K | 703.85K | 199.31K | 498.10K | 407.94K | 586.48K | 432.07K | 761.03K | 1.91M | 2.82M | 2.42M | 2.50M | 2.59M | 3.14M | 2.60M | 1.69M | 1.13M | 1.17M |
| Invesco Ltd | 440.70K | 414.83K | 218.46K | 152.48K | 137.94K | 124.49K | 106.92K | 110.89K | 330.31K | 425.00K | 4.17M | 121.91K | 114.01K | 116.13K | 75.49K | 82.12K | 77.30K | 10.22M | 10.22M | 13.68M |
| Coatue Management | 411.35K | 411.35K | — | 411.35K | 411.35K | 411.35K | — | 411.35K | 411.35K | 411.35K | — | 411.35K | 411.35K | 411.35K | — | 411.35K | 411.35K | 101.97K | — | — |
| Millennium Management | 392.94K | 426.69K | 46.49K | 137.83K | 79.59K | 405.50K | 81.89K | 131.76K | 124.98K | 2.00M | 69.61K | 83.61K | 200.49K | 242.29K | 1.28M | 2.50K | 2.50K | 9.12K | 88.48K | 376.43K |
| Lazard Asset Management | 385.75K | 388.16K | 529.63K | 440.93K | 265.96K | 114.47K | 202.83K | 107.37K | 188.79K | 174.24K | 147.34K | 129.38K | 4.22K | 302 | 341 | 1.33K | 931 | 6 | 3.66K | 520 |
▲ 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