TRUP — TRUPANION INC
As of Q2 2026, 34 SEC-registered investment managers reported holding TRUP (TRUPANION INC) in their latest 13F filings, with a combined reported value of $411.15M across 16.64M shares. That is +1.8% by share count (+292.43K shares) versus the previous quarter, while reported value moved -1.5%. Ownership is concentrated: the five largest holders account for 72.9% of reported value and the top ten for 86.9%.
Compared with the prior quarter, 2 opened new positions, 15 added to existing stakes, 13 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
TRUP is classified in the Health Care 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 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.44M | $134.77M | 0.00% | Hold |
| Capital World Investors history | 3.84M | $95.12M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 1.04M | $25.77M | 0.00% | Reduce |
| Morgan Stanley history | 901.22K | $22.32M | 0.00% | Add |
| Geode Capital Management history | 875.84K | $21.70M | 0.00% | Hold |
| Bank of America Corp history | 575.76K | $14.26M | 0.00% | Reduce |
| Marshall Wace history | 561.33K | $13.90M | 0.01% | Reduce |
| Goldman Sachs Group history | 491.87K | $12.18M | 0.00% | Add |
| Northern Trust Corp history | 372.42K | $9.22M | 0.00% | Add |
| Charles Schwab Investment Management history | 327.00K | $8.10M | 0.00% | Add |
| JPMorgan Chase & Co history | 285.65K | $7.31M | 0.00% | New |
| Two Sigma Investments history | 224.03K | $5.55M | 0.00% | Add |
| BNY Mellon history | 186.94K | $4.63M | 0.00% | Reduce |
| Citigroup Inc history | 185.36K | $4.59M | 0.00% | Add |
| Principal Global Investors history | 166.22K | $4.12M | 0.00% | Hold |
| PSP Investments history | 159.25K | $3.94M | 0.01% | Reduce |
| Invesco Ltd history | 153.93K | $3.81M | 0.00% | Add |
| UBS Group AG history | 117.20K | $2.90M | 0.00% | Reduce |
| Balyasny Asset Management history | 95.80K | $2.37M | 0.00% | Add |
| Wells Fargo & Co history | 92.21K | $2.28M | 0.00% | Reduce |
| Legal & General Investment Management America history | 78.25K | $1.94M | 0.00% | Add |
| Deutsche Bank AG history | 74.26K | $1.84M | 0.00% | Add |
| AQR Capital Management history | 68.12K | $1.69M | 0.00% | Add |
| Millennium Management history | 61.08K | $1.51M | 0.00% | Add |
| Wellington Management Group history | 50.49K | $1.25M | 0.00% | Reduce |
| Renaissance Technologies history | 47.40K | $1.17M | 0.00% | Add |
| Prudential Financial history | 35.48K | $878.72K | 0.00% | Hold |
| Arrowstreet Capital history | 25.50K | $631.51K | 0.00% | New |
| D. E. Shaw & Co history | 17.74K | $439.39K | 0.00% | Reduce |
| Manulife Financial history | 13.75K | $340.69K | 0.00% | Reduce |
| CPP Investments history | 10.60K | $262.56K | 0.00% | Reduce |
| Citadel Advisors history | 10.20K | $252.65K | 0.00% | Reduce |
| PNC Financial Services history | 2.34K | $57.86K | 0.00% | Reduce |
| T. Rowe Price Associates history | 48.78K | $1.21K | 0.00% | Add |
Q1 2026 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.44M | $139.40M | 0.00% | Add |
| Capital World Investors history | 3.78M | $96.85M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 1.35M | $34.69M | 0.00% | Reduce |
| Geode Capital Management history | 878.07K | $22.49M | 0.00% | Add |
| Morgan Stanley history | 697.87K | $17.87M | 0.00% | Reduce |
| Marshall Wace history | 694.15K | $17.78M | 0.02% | Reduce |
| Bank of America Corp history | 590.74K | $15.13M | 0.00% | Reduce |
| Goldman Sachs Group history | 358.48K | $9.18M | 0.00% | Reduce |
| Northern Trust Corp history | 356.65K | $9.13M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 318.15K | $8.15M | 0.00% | Reduce |
| BNY Mellon history | 188.71K | $4.83M | 0.00% | Reduce |
| Two Sigma Investments history | 169.27K | $4.34M | 0.00% | Reduce |
| Principal Global Investors history | 165.80K | $4.25M | 0.00% | Reduce |
| Citigroup Inc history | 163.75K | $4.19M | 0.00% | Add |
| PSP Investments history | 163.71K | $4.19M | 0.01% | Reduce |
| Invesco Ltd history | 137.95K | $3.53M | 0.00% | Add |
| UBS Group AG history | 124.45K | $3.19M | 0.00% | Add |
| Wells Fargo & Co history | 95.11K | $2.44M | 0.00% | Reduce |
| Citadel Advisors history | 78.62K | $2.01M | 0.00% | Reduce |
| Legal & General Investment Management America history | 76.49K | $1.96M | 0.00% | Reduce |
| Wellington Management Group history | 73.75K | $1.89M | 0.00% | Reduce |
| Deutsche Bank AG history | 73.31K | $1.88M | 0.00% | Add |
| D. E. Shaw & Co history | 60.05K | $1.54M | 0.00% | Reduce |
| Millennium Management history | 46.06K | $1.18M | 0.00% | Reduce |
| Renaissance Technologies history | 39.00K | $998.79K | 0.00% | Add |
| Prudential Financial history | 35.52K | $909.79K | 0.00% | Add |
| Balyasny Asset Management history | 33.28K | $852.35K | 0.00% | Reduce |
| AQR Capital Management history | 29.16K | $746.74K | 0.00% | Add |
| Maverick Capital history | 26.71K | $684.15K | 0.01% | Reduce |
| CPP Investments history | 18.70K | $478.91K | 0.00% | Reduce |
| Manulife Financial history | 15.73K | $402.95K | 0.00% | Reduce |
| Janus Henderson Group history | 14.94K | $382.84K | 0.00% | Hold |
| PNC Financial Services history | 2.41K | $61.80K | 0.00% | Add |
| T. Rowe Price Associates history | 39.51K | $1.01K | 0.00% | Add |
Q4 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.38M | $201.14M | 0.00% | Add |
| Capital World Investors history | 4.12M | $154.09M | 0.02% | Hold |
| Vanguard Group history | 3.51M | $130.98M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.40M | $52.34M | 0.00% | Add |
| Marshall Wace history | 1.27M | $47.36M | 0.04% | Add |
| Geode Capital Management history | 865.84K | $32.36M | 0.00% | Hold |
| Morgan Stanley history | 787.46K | $29.43M | 0.00% | Add |
| Bank of America Corp history | 597.80K | $22.34M | 0.00% | Reduce |
| Goldman Sachs Group history | 477.01K | $17.83M | 0.00% | Add |
| Citadel Advisors history | 383.10K | $14.32M | 0.00% | Add |
| Northern Trust Corp history | 368.63K | $13.78M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 330.52K | $12.35M | 0.00% | Add |
| Millennium Management history | 283.75K | $10.60M | 0.01% | Reduce |
| Balyasny Asset Management history | 276.58K | $10.34M | 0.01% | Reduce |
| Principal Global Investors history | 268.20K | $10.02M | 0.01% | Add |
| D. E. Shaw & Co history | 253.41K | $9.47M | 0.01% | Reduce |
| Wellington Management Group history | 248.78K | $9.30M | 0.00% | Reduce |
| Two Sigma Investments history | 205.06K | $7.66M | 0.01% | Reduce |
| BNY Mellon history | 196.07K | $7.33M | 0.00% | Hold |
| PSP Investments history | 170.12K | $6.36M | 0.02% | Add |
| Maverick Capital history | 133.87K | $5.00M | 0.05% | Add |
| Citigroup Inc history | 131.24K | $4.90M | 0.00% | Reduce |
| Wells Fargo & Co history | 122.94K | $4.59M | 0.00% | Add |
| Invesco Ltd history | 112.08K | $4.19M | 0.00% | Reduce |
| UBS Group AG history | 106.05K | $3.96M | 0.00% | Reduce |
| Legal & General Investment Management America history | 87.64K | $3.28M | 0.00% | Reduce |
| Deutsche Bank AG history | 69.94K | $2.61M | 0.00% | Reduce |
| Prudential Financial history | 32.01K | $1.20M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 29.59K | $1.11M | 0.00% | Reduce |
| CPP Investments history | 25.90K | $967.88K | 0.00% | New |
| AQR Capital Management history | 20.16K | $753.34K | 0.00% | Add |
| Manulife Financial history | 16.21K | $605.73K | 0.00% | Reduce |
| Janus Henderson Group history | 14.94K | $557.71K | 0.00% | Hold |
| Bridgewater Associates history | 9.31K | $347.88K | 0.00% | Reduce |
| Renaissance Technologies history | 6.00K | $224.22K | 0.00% | New |
| PNC Financial Services history | 2.23K | $83.26K | 0.00% | Reduce |
| T. Rowe Price Associates history | 33.66K | $1.26K | 0.00% | Add |
Q3 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.16M | $223.33M | 0.00% | Hold |
| Capital World Investors history | 4.11M | $178.08M | 0.02% | Hold |
| Vanguard Group history | 3.55M | $153.80M | 0.00% | Reduce |
| Balyasny Asset Management history | 1.64M | $71.17M | 0.09% | Add |
| Fidelity Management & Research (FMR) history | 1.33M | $57.56M | 0.00% | Add |
| Marshall Wace history | 1.21M | $52.46M | 0.05% | Add |
| Bank of America Corp history | 989.80K | $42.84M | 0.00% | Reduce |
| Geode Capital Management history | 865.70K | $37.47M | 0.00% | Add |
| Morgan Stanley history | 781.02K | $33.80M | 0.00% | Reduce |
| Wellington Management Group history | 647.92K | $28.04M | 0.01% | Reduce |
| Millennium Management history | 619.00K | $26.79M | 0.01% | Add |
| Northern Trust Corp history | 395.76K | $17.13M | 0.00% | Reduce |
| D. E. Shaw & Co history | 364.06K | $15.76M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 326.09K | $14.11M | 0.00% | Add |
| Principal Global Investors history | 231.01K | $10.00M | 0.01% | Reduce |
| Two Sigma Investments history | 224.43K | $9.71M | 0.01% | Add |
| Goldman Sachs Group history | 220.46K | $9.54M | 0.00% | Reduce |
| BNY Mellon history | 196.76K | $8.52M | 0.00% | Reduce |
| UBS Group AG history | 176.29K | $7.63M | 0.00% | Add |
| Citadel Advisors history | 168.50K | $7.29M | 0.00% | Reduce |
| Citigroup Inc history | 137.48K | $5.95M | 0.00% | Reduce |
| PSP Investments history | 130.81K | $5.66M | 0.02% | Add |
| Invesco Ltd history | 130.16K | $5.63M | 0.00% | Reduce |
| Wells Fargo & Co history | 106.48K | $4.61M | 0.00% | Add |
| Deutsche Bank AG history | 90.09K | $3.90M | 0.00% | Add |
| Legal & General Investment Management America history | 89.10K | $3.86M | 0.00% | Reduce |
| Maverick Capital history | 79.59K | $3.44M | 0.05% | Add |
| JPMorgan Chase & Co history | 77.65K | $3.36M | 0.00% | Reduce |
| Bridgewater Associates history | 63.04K | $2.73M | 0.01% | New |
| Prudential Financial history | 34.51K | $1.49M | 0.00% | Reduce |
| Manulife Financial history | 17.01K | $736.28K | 0.00% | Reduce |
| Janus Henderson Group history | 14.94K | $647.05K | 0.00% | Hold |
| AQR Capital Management history | 13.54K | $586.05K | 0.00% | Reduce |
| Amundi US history | 5.84K | $245.72K | 0.00% | Add |
| PNC Financial Services history | 2.68K | $115.91K | 0.00% | Add |
| T. Rowe Price Associates history | 32.93K | $1.43K | 0.00% | Add |
Q2 2025 — 49 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.17M | $286.13M | 0.01% | Hold |
| BlackRock Inc history | 5.17M | $286.13M | 0.01% | Hold |
| Capital World Investors history | 4.11M | $227.43M | 0.03% | Hold |
| Vanguard Group history | 3.62M | $200.33M | 0.00% | Add |
| Wellington Management Group history | 2.04M | $112.82M | 0.02% | Reduce |
| Bank of America Corp history | 1.31M | $72.34M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 1.27M | $70.56M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.27M | $70.56M | 0.00% | Add |
| Marshall Wace history | 1.05M | $58.06M | 0.07% | Reduce |
| Morgan Stanley history | 955.46K | $52.88M | 0.00% | Reduce |
| Morgan Stanley history | 955.46K | $52.88M | 0.00% | Reduce |
| Geode Capital Management history | 860.99K | $47.66M | 0.00% | Add |
| Baillie Gifford & Co history | 599.11K | $33.16M | 0.03% | Reduce |
| Baillie Gifford & Co history | 599.11K | $33.16M | 0.03% | Reduce |
| Balyasny Asset Management history | 449.11K | $24.86M | 0.04% | Add |
| Northern Trust Corp history | 399.88K | $22.13M | 0.00% | Add |
| D. E. Shaw & Co history | 398.56K | $22.06M | 0.02% | Add |
| Charles Schwab Investment Management history | 324.00K | $17.93M | 0.00% | Add |
| Goldman Sachs Group history | 323.72K | $17.92M | 0.00% | Add |
| Goldman Sachs Group history | 323.72K | $17.92M | 0.00% | Add |
| Citadel Advisors history | 316.36K | $17.51M | 0.00% | Reduce |
| Citadel Advisors history | 316.36K | $17.51M | 0.00% | Reduce |
| Principal Global Investors history | 246.70K | $13.66M | 0.01% | Add |
| Millennium Management history | 216.58K | $11.99M | 0.01% | Reduce |
| BNY Mellon history | 200.22K | $11.08M | 0.00% | Add |
| Invesco Ltd history | 187.75K | $10.39M | 0.00% | Add |
| Citigroup Inc history | 177.79K | $9.84M | 0.01% | Add |
| JPMorgan Chase & Co history | 161.78K | $8.95M | 0.00% | Add |
| JPMorgan Chase & Co history | 161.78K | $8.95M | 0.00% | Add |
| PSP Investments history | 115.26K | $6.38M | 0.03% | Add |
| Wells Fargo & Co history | 102.83K | $5.69M | 0.00% | Add |
| Legal & General Investment Management America history | 94.39K | $5.22M | 0.00% | Add |
| Deutsche Bank AG history | 86.69K | $4.80M | 0.00% | Reduce |
| Deutsche Bank AG history | 86.69K | $4.80M | 0.00% | Reduce |
| UBS Group AG history | 62.27K | $3.45M | 0.00% | Reduce |
| CPP Investments history | 36.90K | $2.04M | 0.00% | New |
| CPP Investments history | 36.90K | $2.04M | 0.00% | New |
| Prudential Financial history | 35.25K | $1.87M | 0.00% | Add |
| AQR Capital Management history | 21.46K | $1.19M | 0.00% | Add |
| Manulife Financial history | 18.62K | $1.03M | 0.00% | Add |
| Janus Henderson Group history | 14.94K | $826.56K | 0.00% | Hold |
| Point72 Asset Management history | 10.78K | $596.59K | 0.00% | New |
| Point72 Asset Management history | 10.78K | $596.59K | 0.00% | New |
| Maverick Capital history | 9.38K | $518.91K | 0.01% | New |
| Two Sigma Investments history | 6.80K | $376.32K | 0.00% | Reduce |
| Two Sigma Investments history | 6.80K | $376.32K | 0.00% | Reduce |
| Amundi US history | 5.66K | $293.94K | 0.00% | Reduce |
| PNC Financial Services history | 2.20K | $121.77K | 0.00% | Reduce |
| T. Rowe Price Associates history | 31.29K | $1.73K | 0.00% | Add |
Q1 2025 — 44 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.19M | $193.39M | 0.00% | Reduce |
| BlackRock Inc history | 5.19M | $193.39M | 0.00% | Reduce |
| Capital World Investors history | 4.10M | $152.96M | 0.03% | Hold |
| Vanguard Group history | 3.57M | $133.14M | 0.00% | Reduce |
| Wellington Management Group history | 2.49M | $92.85M | 0.02% | Add |
| Bank of America Corp history | 1.63M | $60.72M | 0.01% | Add |
| Marshall Wace history | 1.20M | $44.70M | 0.06% | Add |
| Morgan Stanley history | 974.55K | $36.32M | 0.00% | Add |
| Morgan Stanley history | 974.55K | $36.32M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 931.80K | $34.73M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 931.80K | $34.73M | 0.00% | Reduce |
| Geode Capital Management history | 804.32K | $29.98M | 0.00% | Add |
| Baillie Gifford & Co history | 678.04K | $25.27M | 0.02% | Reduce |
| Baillie Gifford & Co history | 678.04K | $25.27M | 0.02% | Reduce |
| Balyasny Asset Management history | 415.46K | $15.48M | 0.03% | Reduce |
| Citadel Advisors history | 400.37K | $14.92M | 0.00% | Reduce |
| Citadel Advisors history | 400.37K | $14.92M | 0.00% | Reduce |
| Northern Trust Corp history | 362.27K | $13.50M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 301.55K | $11.24M | 0.00% | Reduce |
| Millennium Management history | 267.98K | $9.99M | 0.01% | Add |
| BNY Mellon history | 193.23K | $7.20M | 0.00% | Reduce |
| Goldman Sachs Group history | 177.65K | $6.62M | 0.00% | Reduce |
| Goldman Sachs Group history | 177.65K | $6.62M | 0.00% | Reduce |
| Principal Global Investors history | 167.00K | $6.22M | 0.00% | Add |
| D. E. Shaw & Co history | 157.56K | $5.87M | 0.01% | Reduce |
| UBS Group AG history | 148.96K | $5.55M | 0.00% | Add |
| Invesco Ltd history | 138.97K | $5.18M | 0.00% | Reduce |
| Deutsche Bank AG history | 120.98K | $4.51M | 0.00% | Reduce |
| Deutsche Bank AG history | 120.98K | $4.51M | 0.00% | Reduce |
| Two Sigma Investments history | 119.54K | $4.46M | 0.01% | Reduce |
| Two Sigma Investments history | 119.54K | $4.46M | 0.01% | Reduce |
| PSP Investments history | 106.13K | $3.96M | 0.02% | Add |
| JPMorgan Chase & Co history | 97.08K | $3.62M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 97.08K | $3.62M | 0.00% | Reduce |
| Legal & General Investment Management America history | 89.90K | $3.35M | 0.00% | Reduce |
| Citigroup Inc history | 47.28K | $1.76M | 0.00% | Reduce |
| Prudential Financial history | 32.66K | $1.72M | 0.00% | Reduce |
| AQR Capital Management history | 19.67K | $733.10K | 0.00% | Reduce |
| Manulife Financial history | 17.45K | $650.17K | 0.00% | Add |
| Wells Fargo & Co history | 15.78K | $588.20K | 0.00% | Hold |
| Janus Henderson Group history | 14.94K | $541.43K | 0.00% | Hold |
| Amundi US history | 13.31K | $465.79K | 0.00% | Reduce |
| PNC Financial Services history | 2.23K | $83.26K | 0.00% | Add |
| T. Rowe Price Associates history | 27.49K | $1.02K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 285.65K sh · $7.31M
- Arrowstreet Capital 25.50K sh · $631.51K
Fully Exited (vs previous quarter)
- Maverick Capital sold 26.71K sh · $684.15K
- Janus Henderson Group sold 14.94K sh · $382.84K
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 | 5.44M | 5.44M | 5.38M | 5.16M | 5.17M | 5.19M | 5.31M | 5.17M | — | — | — | — | — | — | — | — | — | — | — | — |
| Capital World Investors | 3.84M | 3.78M | 4.12M | 4.11M | 4.11M | 4.10M | 4.10M | 4.10M | 4.02M | 4.02M | 4.02M | 4.02M | 4.02M | 4.02M | 4.02M | 4.02M | 2.78M | 2.41M | 2.41M | 2.41M |
| Fidelity Management & Research (FMR) | 1.04M | 1.35M | 1.40M | 1.33M | 1.27M | 931.80K | 1.44M | 1.17M | 2.09K | 2.34K | 14.25K | 76.61K | 103.82K | 80.96K | 81.25K | 73.57K | 68.27K | 62.64K | 675 | 700 |
| Morgan Stanley | 901.22K | 697.87K | 787.46K | 781.02K | 955.46K | 974.55K | 965.54K | 1.01M | 1.48M | 1.59M | 905.80K | 684.50K | 676.01K | 503.53K | 531.47K | 565.52K | 532.41K | 482.96K | 538.15K | 524.94K |
| Geode Capital Management | 875.84K | 878.07K | 865.84K | 865.70K | 860.99K | 804.32K | 783.65K | 786.05K | 791.49K | 845.19K | 824.74K | 772.75K | 760.25K | 727.11K | 697.66K | 662.88K | 647.81K | 645.43K | 693.34K | 732.32K |
| Bank of America Corp | 575.76K | 590.74K | 597.80K | 989.80K | 1.31M | 1.63M | 885.39K | 1.05M | 593.23K | 472.69K | 261.49K | 141.99K | 259.51K | 654.01K | 157.39K | 83.44K | 122.96K | 84.18K | 150.85K | 144.25K |
| Marshall Wace | 561.33K | 694.15K | 1.27M | 1.21M | 1.05M | 1.20M | 901.64K | 843.84K | 1.09M | 978.09K | 610.27K | 131.05K | 486.98K | 374.38K | 280.37K | 120.34K | 340.01K | 198.97K | — | — |
| Goldman Sachs Group | 491.87K | 358.48K | 477.01K | 220.46K | 323.72K | 177.65K | 349.05K | 171.68K | 108.46K | 62.09K | 176.40K | 130.17K | 2.07M | 79.55K | 150.01K | 83.72K | 67.16K | 59.28K | 231.78K | 164.34K |
| Northern Trust Corp | 372.42K | 356.65K | 368.63K | 395.76K | 399.88K | 362.27K | 368.24K | 337.69K | 386.84K | 411.83K | 419.00K | 423.91K | 415.01K | 393.87K | 389.58K | 381.52K | 382.18K | 386.62K | 401.64K | 407.44K |
| Charles Schwab Investment Management | 327.00K | 318.15K | 330.52K | 326.09K | 324.00K | 301.55K | 306.75K | 300.41K | 306.53K | 308.45K | 300.03K | 292.94K | 278.90K | 272.38K | 272.04K | 264.36K | 255.21K | 257.75K | 251.68K | 246.62K |
| JPMorgan Chase & Co | 285.65K | — | 29.59K | 77.65K | 161.78K | 97.08K | 158.10K | 28.32K | 27.58K | 39.40K | 52.63K | 133.92K | 57.70K | 80.84K | 107.85K | 102.06K | 110.22K | 33.00K | 28.52K | 2.80K |
| Two Sigma Investments | 224.03K | 169.27K | 205.06K | 224.43K | 6.80K | 119.54K | 195.45K | 286.38K | 359.02K | 278.92K | 166.54K | 67.29K | 342.84K | 5.40K | 183.47K | 57.53K | 18.72K | — | 8.51K | 20.91K |
| BNY Mellon | 186.94K | 188.71K | 196.07K | 196.76K | 200.22K | 193.23K | 202.36K | 208.53K | 258.05K | 266.12K | 276.07K | 280.87K | 289.20K | 310.13K | 316.34K | 322.67K | 311.91K | 315.34K | 335.19K | 320.93K |
| Citigroup Inc | 185.36K | 163.75K | 131.24K | 137.48K | 177.79K | 47.28K | 49.09K | 47.03K | 31.12K | 29.73K | 26.73K | 22.48K | 34.53K | 23.14K | 28.52K | 21.74K | 20.01K | 34.79K | 31.75K | 18.72K |
| Principal Global Investors | 166.22K | 165.80K | 268.20K | 231.01K | 246.70K | 167.00K | 163.19K | 157.78K | 179.17K | 186.73K | 186.29K | 190.59K | 202.25K | 212.51K | 217.07K | 217.81K | 217.70K | 233.28K | 234.81K | 241.11K |
| PSP Investments | 159.25K | 163.71K | 170.12K | 130.81K | 115.26K | 106.13K | 83.46K | 70.66K | 79.56K | 74.15K | 74.15K | 43.98K | 62.93K | 61.84K | 63.97K | 64.23K | 64.05K | 64.05K | 69.89K | 69.10K |
| Invesco Ltd | 153.93K | 137.95K | 112.08K | 130.16K | 187.75K | 138.97K | 226.65K | 102.10K | 124.56K | 115.35K | 94.50K | 87.01K | 94.24K | 65.04K | 56.80K | 57.06K | 58.15K | 53.67K | 45.60K | 62.21K |
| UBS Group AG | 117.20K | 124.45K | 106.05K | 176.29K | 62.27K | 148.96K | 147.59K | 32.85K | 7.53K | 34.61K | 1.57K | 1.77K | 3.58K | 2.21K | 2.86K | 2.12K | 2.06K | 4.42K | 17.59K | 1.60K |
| Balyasny Asset Management | 95.80K | 33.28K | 276.58K | 1.64M | 449.11K | 415.46K | 841.25K | 179.69K | 158.17K | 148.74K | 455.21K | 140.04K | 95.78K | — | — | — | — | — | 4.86K | — |
| Wells Fargo & Co | 92.21K | 95.11K | 122.94K | 106.48K | 102.83K | 15.78K | 15.80K | 10.96K | 11.31K | 12.66K | 11.13K | 9.12K | 19.19K | 10.28K | 2.30K | 3.82K | 4.05K | 19.29K | 32.99K | 18.64K |
▲ 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