SM — SM ENERGY COMPANY
Reported value held$2.86B
Funds holding (latest)44
SectorEnergy
Funds holding (Q2 2026)36
Institutional value$2.58B · 99.13M sh
New / Add / Cut / Exit2 / 19 / 11 / 4
Top-5 / Top-10 concentration69.1% / 83.9%
Institutional holdings change
Accumulating +3.9%
(+3.70M sh)
Institutional value change
Down -13.1%
As of Q2 2026, 36 SEC-registered investment managers reported holding SM (SM ENERGY COMPANY) in their latest 13F filings, with a combined reported value of $2.58B across 99.13M shares. That is +3.9% by share count (+3.70M shares) versus the previous quarter, while reported value moved -13.1%. Ownership is concentrated: the five largest holders account for 69.1% of reported value and the top ten for 83.9%.
Compared with the prior quarter, 2 opened new positions, 19 added to existing stakes, 11 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
SM 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 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 39.28M | $1.03B | 0.02% | Add |
| CPP Investments history | 14.49M | $378.29M | 0.21% | Hold |
| Geode Capital Management history | 6.27M | $163.68M | 0.01% | Add |
| Millennium Management history | 4.49M | $117.28M | 0.04% | Reduce |
| Fidelity Management & Research (FMR) history | 3.80M | $99.13M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 3.53M | $92.69M | 0.01% | Add |
| Morgan Stanley history | 2.94M | $76.83M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 2.89M | $75.51M | 0.01% | Hold |
| Northern Trust Corp history | 2.79M | $72.73M | 0.01% | Add |
| Invesco Ltd history | 2.43M | $63.46M | 0.01% | Add |
| Goldman Sachs Group history | 1.92M | $50.04M | 0.01% | Reduce |
| BNY Mellon history | 1.66M | $43.26M | 0.01% | Add |
| Citadel Advisors history | 1.48M | $38.63M | 0.01% | Add |
| Bank of America Corp history | 1.31M | $34.20M | 0.00% | Add |
| Principal Global Investors history | 1.10M | $28.76M | 0.01% | Hold |
| AQR Capital Management history | 1.00M | $26.10M | 0.01% | Reduce |
| UBS Group AG history | 844.53K | $22.04M | 0.00% | Reduce |
| Balyasny Asset Management history | 839.54K | $21.91M | 0.03% | Add |
| Wells Fargo & Co history | 808.80K | $21.11M | 0.00% | Add |
| PSP Investments history | 782.47K | $20.42M | 0.05% | Reduce |
| Lazard Asset Management history | 662.77K | $17.30M | 0.03% | Add |
| Wellington Management Group history | 625.42K | $16.32M | 0.00% | Reduce |
| Legal & General Investment Management America history | 501.54K | $13.09M | 0.00% | Add |
| Marshall Wace history | 485.07K | $12.66M | 0.01% | Add |
| Royce & Associates history | 347.94K | $9.08M | 0.07% | Reduce |
| Prudential Financial history | 290.51K | $7.58M | 0.01% | Reduce |
| Deutsche Bank AG history | 276.10K | $7.21M | 0.00% | Add |
| Bridgewater Associates history | 265.02K | $6.92M | 0.03% | New |
| Citigroup Inc history | 169.03K | $4.41M | 0.00% | Add |
| MFS Investment Management history | 136.75K | $3.57M | 0.00% | Hold |
| Franklin Resources history | 134.55K | $3.51M | 0.00% | Reduce |
| Manulife Financial history | 124.58K | $3.25M | 0.00% | Add |
| Two Sigma Investments history | 87.49K | $2.28M | 0.00% | New |
| PNC Financial Services history | 22.84K | $596.07K | 0.00% | Add |
| Amundi US history | 13.77K | $359.35K | 0.00% | Add |
| T. Rowe Price Associates history | 322.88K | $8.43K | 0.00% | Add |
Q1 2026 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 38.43M | $1.20B | 0.02% | Add |
| CPP Investments history | 14.49M | $451.92M | 0.29% | Add |
| Geode Capital Management history | 5.70M | $177.72M | 0.01% | Add |
| Millennium Management history | 5.03M | $156.93M | 0.07% | Add |
| Fidelity Management & Research (FMR) history | 4.02M | $125.29M | 0.01% | Add |
| Morgan Stanley history | 3.51M | $109.49M | 0.01% | Add |
| Charles Schwab Investment Management history | 2.90M | $90.41M | 0.01% | Add |
| Wellington Management Group history | 2.75M | $85.74M | 0.02% | Add |
| Northern Trust Corp history | 2.65M | $82.77M | 0.01% | Add |
| Goldman Sachs Group history | 2.41M | $75.10M | 0.01% | Add |
| UBS Group AG history | 2.08M | $64.85M | 0.01% | Add |
| BNY Mellon history | 1.42M | $44.20M | 0.01% | Add |
| Bank of America Corp history | 1.26M | $39.32M | 0.00% | Reduce |
| Invesco Ltd history | 1.14M | $35.44M | 0.01% | Add |
| Principal Global Investors history | 1.10M | $34.33M | 0.02% | Add |
| AQR Capital Management history | 1.08M | $33.64M | 0.01% | Add |
| Citadel Advisors history | 885.97K | $27.62M | 0.01% | Add |
| PSP Investments history | 809.82K | $25.25M | 0.08% | Add |
| Wells Fargo & Co history | 652.11K | $20.33M | 0.00% | Add |
| Legal & General Investment Management America history | 476.14K | $14.85M | 0.00% | Add |
| Royce & Associates history | 362.26K | $11.30M | 0.11% | Reduce |
| Prudential Financial history | 317.05K | $9.89M | 0.01% | Add |
| Arrowstreet Capital history | 247.82K | $7.73M | 0.00% | New |
| Deutsche Bank AG history | 236.93K | $7.39M | 0.00% | Add |
| D. E. Shaw & Co history | 176.20K | $5.49M | 0.00% | Reduce |
| Franklin Resources history | 166.15K | $5.18M | 0.00% | Add |
| Marshall Wace history | 160.75K | $5.01M | 0.01% | New |
| Citigroup Inc history | 137.91K | $4.30M | 0.00% | Add |
| MFS Investment Management history | 137.16K | $4.28M | 0.00% | Add |
| Janus Henderson Group history | 124.44K | $3.88M | 0.00% | Add |
| Manulife Financial history | 98.03K | $3.06M | 0.00% | Add |
| Lazard Asset Management history | 61.80K | $1.93M | 0.00% | Add |
| Balyasny Asset Management history | 39.57K | $1.23M | 0.00% | Reduce |
| Point72 Asset Management history | 33.58K | $1.05M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 24.00K | $771.12K | 0.06% | Reduce |
| PNC Financial Services history | 19.19K | $598.36K | 0.00% | Add |
| Amundi US history | 9.36K | $291.97K | 0.00% | New |
| T. Rowe Price Associates history | 280.82K | $8.76K | 0.00% | Add |
Q4 2025 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 20.93M | $391.41M | 0.01% | Add |
| Vanguard Group history | 13.52M | $252.83M | 0.00% | Reduce |
| Millennium Management history | 2.84M | $53.03M | 0.02% | Add |
| Geode Capital Management history | 2.72M | $50.90M | 0.00% | Add |
| Balyasny Asset Management history | 1.78M | $33.35M | 0.04% | Add |
| Morgan Stanley history | 1.71M | $31.92M | 0.00% | Add |
| D. E. Shaw & Co history | 1.51M | $28.23M | 0.02% | Add |
| Bank of America Corp history | 1.42M | $26.57M | 0.00% | Reduce |
| Point72 Asset Management history | 1.41M | $26.31M | 0.03% | Reduce |
| Charles Schwab Investment Management history | 1.37M | $25.70M | 0.00% | Add |
| Northern Trust Corp history | 1.23M | $22.97M | 0.00% | Reduce |
| Goldman Sachs Group history | 890.59K | $16.65M | 0.00% | Reduce |
| Citadel Advisors history | 838.50K | $15.68M | 0.00% | Add |
| Invesco Ltd history | 762.39K | $14.26M | 0.00% | Reduce |
| BNY Mellon history | 725.23K | $13.56M | 0.00% | Reduce |
| UBS Group AG history | 666.07K | $12.46M | 0.00% | Add |
| CPP Investments history | 604.90K | $11.31M | 0.01% | Add |
| Wells Fargo & Co history | 592.84K | $11.09M | 0.00% | Reduce |
| Principal Global Investors history | 545.95K | $10.21M | 0.01% | Reduce |
| AQR Capital Management history | 489.07K | $9.15M | 0.01% | Add |
| Royce & Associates history | 399.01K | $7.46M | 0.08% | Add |
| PSP Investments history | 396.51K | $7.41M | 0.03% | Reduce |
| Legal & General Investment Management America history | 283.92K | $5.31M | 0.00% | Reduce |
| Two Sigma Investments history | 265.61K | $4.97M | 0.01% | Add |
| Wellington Management Group history | 146.31K | $2.74M | 0.00% | New |
| Prudential Financial history | 140.87K | $2.63M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 124.17K | $2.32M | 0.00% | Add |
| Deutsche Bank AG history | 108.28K | $2.02M | 0.00% | Add |
| Franklin Resources history | 84.84K | $1.59M | 0.00% | Add |
| MFS Investment Management history | 76.37K | $1.43M | 0.00% | Reduce |
| Manulife Financial history | 52.81K | $987.51K | 0.00% | Reduce |
| Bridgewater Associates history | 47.51K | $888.51K | 0.00% | Reduce |
| Janus Henderson Group history | 45.36K | $847.82K | 0.00% | Hold |
| JPMorgan Chase & Co history | 40.00K | $748.00K | 0.00% | Hold |
| Citigroup Inc history | 36.28K | $678.49K | 0.00% | Reduce |
| Lazard Asset Management history | 19.02K | $355.62K | 0.00% | Hold |
| PNC Financial Services history | 7.33K | $136.98K | 0.00% | Reduce |
| T. Rowe Price Associates history | 117.24K | $2.19K | 0.00% | Add |
Q3 2025 — 41 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 20.38M | $508.77M | 0.01% | Add |
| Vanguard Group history | 13.86M | $346.01M | 0.01% | Reduce |
| Geode Capital Management history | 2.66M | $66.56M | 0.00% | Reduce |
| Invesco Ltd history | 2.32M | $58.01M | 0.01% | Add |
| Point72 Asset Management history | 1.80M | $44.89M | 0.08% | New |
| Bank of America Corp history | 1.76M | $43.86M | 0.00% | Add |
| Goldman Sachs Group history | 1.37M | $34.19M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.35M | $33.82M | 0.01% | Add |
| Morgan Stanley history | 1.31M | $32.63M | 0.00% | Reduce |
| Northern Trust Corp history | 1.30M | $32.57M | 0.00% | Reduce |
| BNY Mellon history | 1.04M | $26.07M | 0.01% | Reduce |
| Balyasny Asset Management history | 1.03M | $25.63M | 0.03% | Add |
| Millennium Management history | 929.46K | $23.21M | 0.01% | Reduce |
| Arrowstreet Capital history | 772.77K | $19.30M | 0.01% | Reduce |
| Wells Fargo & Co history | 659.42K | $16.47M | 0.00% | Add |
| Citadel Advisors history | 596.73K | $14.90M | 0.00% | Reduce |
| Principal Global Investors history | 555.02K | $13.86M | 0.01% | Reduce |
| UBS Group AG history | 541.62K | $13.52M | 0.00% | Add |
| D. E. Shaw & Co history | 485.66K | $12.13M | 0.01% | Add |
| Bridgewater Associates history | 482.15K | $12.04M | 0.05% | Add |
| PSP Investments history | 448.44K | $11.20M | 0.04% | Add |
| First Eagle Investment Management history | 415.87K | $10.38M | 0.02% | Add |
| Royce & Associates history | 356.61K | $8.90M | 0.09% | Add |
| Legal & General Investment Management America history | 314.27K | $7.85M | 0.00% | Reduce |
| Prudential Financial history | 295.57K | $7.38M | 0.01% | Hold |
| AQR Capital Management history | 243.65K | $6.08M | 0.00% | Add |
| CPP Investments history | 167.10K | $4.17M | 0.00% | Add |
| Two Sigma Investments history | 164.86K | $4.12M | 0.01% | Add |
| Citigroup Inc history | 143.65K | $3.59M | 0.00% | Reduce |
| Deutsche Bank AG history | 106.56K | $2.66M | 0.00% | Add |
| MFS Investment Management history | 78.89K | $1.97M | 0.00% | Add |
| Marshall Wace history | 76.16K | $1.90M | 0.00% | Add |
| Franklin Resources history | 69.32K | $1.73M | 0.00% | Reduce |
| Manulife Financial history | 55.44K | $1.38M | 0.00% | Reduce |
| Janus Henderson Group history | 45.36K | $1.13M | 0.00% | Add |
| JPMorgan Chase & Co history | 40.00K | $998.80K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 24.69K | $616.40K | 0.00% | Add |
| Lazard Asset Management history | 18.96K | $473.36K | 0.00% | Hold |
| PNC Financial Services history | 17.65K | $440.79K | 0.00% | Add |
| Renaissance Technologies history | 10.50K | $262.19K | 0.00% | Reduce |
| T. Rowe Price Associates history | 110.72K | $2.77K | 0.00% | Add |
Q2 2025 — 41 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 19.90M | $491.79M | 0.01% | Add |
| Vanguard Group history | 14.84M | $366.78M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 3.37M | $83.37M | 0.01% | Reduce |
| Geode Capital Management history | 2.71M | $66.98M | 0.01% | Add |
| Invesco Ltd history | 2.29M | $56.57M | 0.01% | Add |
| Citadel Advisors history | 1.66M | $40.96M | 0.01% | Reduce |
| Morgan Stanley history | 1.55M | $38.18M | 0.00% | Add |
| Northern Trust Corp history | 1.32M | $32.50M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 1.29M | $31.85M | 0.01% | Add |
| Bank of America Corp history | 1.14M | $28.27M | 0.00% | Add |
| Millennium Management history | 1.09M | $26.89M | 0.01% | Reduce |
| Arrowstreet Capital history | 1.08M | $26.75M | 0.02% | Add |
| BNY Mellon history | 1.08M | $26.73M | 0.01% | Reduce |
| Balyasny Asset Management history | 1.02M | $25.18M | 0.04% | New |
| Goldman Sachs Group history | 737.22K | $18.22M | 0.00% | Add |
| Wells Fargo & Co history | 624.96K | $15.44M | 0.00% | Add |
| Principal Global Investors history | 567.52K | $14.02M | 0.01% | Reduce |
| PSP Investments history | 437.53K | $10.81M | 0.05% | Add |
| Bridgewater Associates history | 349.03K | $8.62M | 0.04% | Add |
| Legal & General Investment Management America history | 329.45K | $8.14M | 0.00% | Hold |
| UBS Group AG history | 320.22K | $7.91M | 0.00% | Reduce |
| Prudential Financial history | 294.55K | $7.28M | 0.01% | Add |
| Royce & Associates history | 290.88K | $7.19M | 0.07% | Add |
| First Eagle Investment Management history | 280.30K | $6.93M | 0.01% | Add |
| Renaissance Technologies history | 208.90K | $5.16M | 0.01% | Reduce |
| D. E. Shaw & Co history | 208.45K | $5.15M | 0.00% | Reduce |
| AQR Capital Management history | 172.56K | $4.26M | 0.00% | Add |
| Citigroup Inc history | 167.31K | $4.13M | 0.00% | Reduce |
| CPP Investments history | 104.00K | $2.57M | 0.00% | Add |
| Deutsche Bank AG history | 96.92K | $2.39M | 0.00% | Reduce |
| Two Sigma Investments history | 74.86K | $1.85M | 0.00% | Add |
| MFS Investment Management history | 73.71K | $1.82M | 0.00% | Add |
| Franklin Resources history | 71.45K | $1.77M | 0.00% | Reduce |
| Manulife Financial history | 61.95K | $1.53M | 0.00% | Reduce |
| Janus Henderson Group history | 44.61K | $1.10M | 0.00% | Reduce |
| Marshall Wace history | 23.00K | $568.23K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 21.49K | $531.07K | 0.00% | Reduce |
| PNC Financial Services history | 17.13K | $423.20K | 0.00% | Reduce |
| Fidelity International (FIL) history | 10.68K | $263.98K | 0.00% | Reduce |
| T. Rowe Price Associates history | 106.54K | $2.63K | 0.00% | Add |
| Lazard Asset Management history | 18.96K | $467 | 0.00% | Add |
Q1 2025 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 17.71M | $530.36M | 0.01% | Reduce |
| Vanguard Group history | 15.27M | $457.32M | 0.01% | Hold |
| JPMorgan Chase & Co history | 4.27M | $127.80M | 0.02% | Reduce |
| Citadel Advisors history | 2.71M | $81.19M | 0.01% | Add |
| Geode Capital Management history | 2.69M | $80.65M | 0.01% | Hold |
| Millennium Management history | 1.88M | $56.44M | 0.03% | Add |
| Invesco Ltd history | 1.87M | $56.12M | 0.01% | Add |
| Northern Trust Corp history | 1.40M | $41.88M | 0.01% | Reduce |
| Morgan Stanley history | 1.29M | $38.71M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 1.23M | $36.90M | 0.01% | Reduce |
| BNY Mellon history | 1.18M | $35.41M | 0.01% | Reduce |
| Bank of America Corp history | 939.54K | $28.14M | 0.00% | Add |
| Renaissance Technologies history | 687.86K | $20.60M | 0.03% | Reduce |
| Principal Global Investors history | 653.71K | $19.58M | 0.01% | Add |
| Wells Fargo & Co history | 597.64K | $17.90M | 0.00% | Reduce |
| Goldman Sachs Group history | 510.12K | $15.28M | 0.00% | Reduce |
| UBS Group AG history | 461.04K | $13.81M | 0.00% | Reduce |
| PSP Investments history | 405.33K | $12.14M | 0.05% | Add |
| Arrowstreet Capital history | 383.30K | $11.48M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 330.12K | $9.89M | 0.00% | Reduce |
| Legal & General Investment Management America history | 328.94K | $9.85M | 0.00% | Reduce |
| First Eagle Investment Management history | 277.30K | $8.31M | 0.02% | Add |
| Citigroup Inc history | 271.30K | $8.13M | 0.00% | Hold |
| Royce & Associates history | 270.06K | $8.09M | 0.09% | Add |
| Prudential Financial history | 221.31K | $6.63M | 0.01% | Add |
| D. E. Shaw & Co history | 212.75K | $6.37M | 0.01% | Reduce |
| AQR Capital Management history | 145.92K | $4.37M | 0.01% | Add |
| Deutsche Bank AG history | 110.34K | $3.30M | 0.00% | Reduce |
| Franklin Resources history | 73.06K | $2.19M | 0.00% | Reduce |
| MFS Investment Management history | 72.80K | $2.18M | 0.00% | Add |
| Manulife Financial history | 65.41K | $1.96M | 0.00% | Add |
| CPP Investments history | 57.80K | $1.73M | 0.00% | New |
| Janus Henderson Group history | 53.81K | $1.58M | 0.00% | Hold |
| Two Sigma Investments history | 49.39K | $1.48M | 0.00% | Reduce |
| Bridgewater Associates history | 35.87K | $1.07M | 0.01% | Reduce |
| PNC Financial Services history | 17.42K | $521.82K | 0.00% | Reduce |
| Fidelity International (FIL) history | 11.23K | $336.37K | 0.00% | Reduce |
| T. Rowe Price Associates history | 99.89K | $2.99K | 0.00% | Add |
| Lazard Asset Management history | 17.72K | $529 | 0.00% | Add |
New Positions (Q2 2026)
- Bridgewater Associates 265.02K sh · $6.92M
- Two Sigma Investments 87.49K sh · $2.28M
Fully Exited (vs previous quarter)
- Arrowstreet Capital sold 247.82K sh · $7.73M
- D. E. Shaw & Co sold 176.20K sh · $5.49M
- Janus Henderson Group sold 124.44K sh · $3.88M
- Point72 Asset Management sold 33.58K sh · $1.05M
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 | 39.28M | 38.43M | 20.93M | 20.38M | 19.90M | 17.71M | 18.07M | 17.93M | — | — | — | — | — | — | — | — | — | — | — | — |
| CPP Investments | 14.49M | 14.49M | 604.90K | 167.10K | 104.00K | 57.80K | — | — | — | — | 30.20K | 35.00K | — | 72.20K | 37.50K | 30.70K | 3.10K | 3.00K | 220.40K | 253.20K |
| Geode Capital Management | 6.27M | 5.70M | 2.72M | 2.66M | 2.71M | 2.69M | 2.68M | 2.69M | 2.66M | 2.58M | 2.53M | 2.45M | 2.36M | 2.28M | 2.20M | 2.15M | 2.12M | 2.17M | 2.35M | 2.14M |
| Millennium Management | 4.49M | 5.03M | 2.84M | 929.46K | 1.09M | 1.88M | 447.36K | 382.38K | 661.94K | 622.06K | 559.64K | 2.26M | 2.25M | 2.26M | 1.39M | 494.00K | 572.10K | 1.46M | 3.24M | 2.20M |
| Fidelity Management & Research (FMR) | 3.80M | 4.02M | 124.17K | 24.69K | 21.49K | 330.12K | 338.65K | 339.79K | 337.15K | 337.92K | 389.18K | 413.24K | 673.46K | 464.92K | 530.52K | 565.91K | 632.17K | 669.30K | 295.76K | 256.87K |
| JPMorgan Chase & Co | 3.53M | 24.00K | 40.00K | 40.00K | 3.37M | 4.27M | 4.63M | 3.80M | 4.21M | 4.08M | 3.64M | 1.85M | 1.94M | 40.00K | 2.61M | 2.46M | 1.78M | 1.07M | 550.63K | 126.19K |
| Morgan Stanley | 2.94M | 3.51M | 1.71M | 1.31M | 1.55M | 1.29M | 1.41M | 1.37M | 1.08M | 1.34M | 1.50M | 1.45M | 906.36K | 976.69K | 772.81K | 1.02M | 1.06M | 501.49K | 817.49K | 533.37K |
| Charles Schwab Investment Management | 2.89M | 2.90M | 1.37M | 1.35M | 1.29M | 1.23M | 1.26M | 1.22M | 1.20M | 1.18M | 1.59M | 1.53M | 1.46M | 1.39M | 1.33M | 1.37M | 1.48M | 1.53M | 1.60M | 2.38M |
| Northern Trust Corp | 2.79M | 2.65M | 1.23M | 1.30M | 1.32M | 1.40M | 1.45M | 1.31M | 1.31M | 1.34M | 1.40M | 1.38M | 1.39M | 1.52M | 1.51M | 1.48M | 1.29M | 1.32M | 1.27M | 1.27M |
| Invesco Ltd | 2.43M | 1.14M | 762.39K | 2.32M | 2.29M | 1.87M | 695.46K | 792.23K | 859.03K | 1.11M | 1.11M | 2.05M | 1.19M | 1.90M | 3.35M | 3.21M | 3.42M | 2.23M | 1.18M | 1.23M |
| Goldman Sachs Group | 1.92M | 2.41M | 890.59K | 1.37M | 737.22K | 510.12K | 1.35M | 1.44M | 1.65M | 1.56M | 1.35M | 1.47M | 1.58M | 1.38M | 1.50M | 1.94M | 1.90M | 3.25M | 2.40M | 3.47M |
| BNY Mellon | 1.66M | 1.42M | 725.23K | 1.04M | 1.08M | 1.18M | 1.23M | 1.21M | 1.34M | 1.33M | 1.40M | 1.40M | 1.43M | 1.45M | 1.52M | 1.41M | 1.37M | 1.44M | 1.48M | 1.35M |
| Citadel Advisors | 1.48M | 885.97K | 838.50K | 596.73K | 1.66M | 2.71M | 1.90M | 956.34K | 2.06M | 1.61M | 342.56K | 608.79K | 1.02M | 461.33K | 742.60K | 617.11K | 849.46K | 409.52K | 958.41K | 626.63K |
| Bank of America Corp | 1.31M | 1.26M | 1.42M | 1.76M | 1.14M | 939.54K | 511.46K | 806.58K | 936.78K | 661.23K | 536.30K | 439.40K | 692.77K | 568.34K | 541.81K | 480.24K | 517.32K | 692.85K | 676.88K | 789.37K |
| Principal Global Investors | 1.10M | 1.10M | 545.95K | 555.02K | 567.52K | 653.71K | 635.82K | 611.12K | 612.80K | 639.68K | 606.47K | 674.98K | 716.35K | 772.49K | 788.55K | 795.31K | 860.35K | 811.59K | 819.02K | 836.71K |
| AQR Capital Management | 1.00M | 1.08M | 489.07K | 243.65K | 172.56K | 145.92K | 101.38K | 131.75K | 60.83K | 64.23K | 82.31K | 144.85K | 226.23K | 298.98K | 247.41K | 179.87K | 120.17K | 117.59K | 122.09K | 140.81K |
| UBS Group AG | 844.53K | 2.08M | 666.07K | 541.62K | 320.22K | 461.04K | 473.76K | 140.10K | 122.87K | 192.92K | 151.14K | 132.78K | 198.00K | 194.34K | 111.14K | 54.63K | 11.84K | 171.73K | 284.81K | 587.33K |
| Balyasny Asset Management | 839.54K | 39.57K | 1.78M | 1.03M | 1.02M | — | 195.40K | 360.05K | 11.52K | 14.26K | 16.66K | 492.95K | 1.28M | 1.65M | 422.71K | 68.83K | — | — | 324.90K | 257.32K |
| Wells Fargo & Co | 808.80K | 652.11K | 592.84K | 659.42K | 624.96K | 597.64K | 643.32K | 196.14K | 194.81K | 107.37K | 106.46K | 89.20K | 167.58K | 179.72K | 191.90K | 253.26K | 133.21K | 128.84K | 144.13K | 129.36K |
| PSP Investments | 782.47K | 809.82K | 396.51K | 448.44K | 437.53K | 405.33K | 285.06K | 242.80K | 253.10K | 237.15K | 241.37K | 146.67K | 213.92K | 215.97K | 223.40K | 224.72K | 225.59K | 226.73K | 247.42K | 244.94K |
▲ 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