UBSI — UNITED BANKSHARES INC WEST V
Reported value held$2.47B
Funds holding (latest)39
SectorFinancials
Funds holding (Q2 2026)30
Institutional value$1.91B · 41.79M sh
New / Add / Cut / Exit3 / 12 / 12 / 3
Top-5 / Top-10 concentration72.0% / 89.7%
Institutional holdings change
Accumulating +3.7%
(+1.48M sh)
Institutional value change
Up +14.7%
As of Q2 2026, 30 SEC-registered investment managers reported holding UBSI (UNITED BANKSHARES INC WEST V) in their latest 13F filings, with a combined reported value of $1.91B across 41.79M shares. That is +3.7% by share count (+1.48M shares) versus the previous quarter, while reported value moved +14.7%. Ownership is concentrated: the five largest holders account for 72.0% of reported value and the top ten for 89.7%.
Compared with the prior quarter, 3 opened new positions, 12 added to existing stakes, 12 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
UBSI 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 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 20.19M | $925.21M | 0.01% | Hold |
| Geode Capital Management history | 4.11M | $188.33M | 0.01% | Add |
| AQR Capital Management history | 2.29M | $104.36M | 0.04% | Reduce |
| Northern Trust Corp history | 1.71M | $78.28M | 0.01% | Add |
| Charles Schwab Investment Management history | 1.67M | $76.39M | 0.01% | Reduce |
| Norges Bank Investment Management history | 1.57M | $72.00M | 0.01% | Reduce |
| Goldman Sachs Group history | 1.57M | $71.91M | 0.02% | Hold |
| Morgan Stanley history | 1.50M | $68.55M | 0.00% | Reduce |
| Bank of America Corp history | 1.41M | $64.80M | 0.00% | Reduce |
| BNY Mellon history | 1.33M | $60.97M | 0.01% | Reduce |
| Invesco Ltd history | 582.14K | $26.68M | 0.00% | Reduce |
| Arrowstreet Capital history | 570.88K | $26.16M | 0.01% | Add |
| Wells Fargo & Co history | 492.57K | $22.57M | 0.00% | Add |
| UBS Group AG history | 416.83K | $19.10M | 0.01% | Add |
| JPMorgan Chase & Co history | 351.94K | $16.38M | 0.00% | New |
| Principal Global Investors history | 313.61K | $14.37M | 0.01% | Hold |
| Fidelity Management & Research (FMR) history | 231.42K | $10.61M | 0.00% | Add |
| Franklin Resources history | 224.79K | $10.30M | 0.00% | Reduce |
| Legal & General Investment Management America history | 191.83K | $8.79M | 0.00% | Add |
| Citigroup Inc history | 168.68K | $7.73M | 0.00% | Add |
| Deutsche Bank AG history | 146.12K | $6.70M | 0.00% | Reduce |
| Manulife Financial history | 128.18K | $5.87M | 0.01% | Reduce |
| D. E. Shaw & Co history | 128.01K | $5.87M | 0.00% | Add |
| Two Sigma Investments history | 102.41K | $4.69M | 0.00% | New |
| Point72 Asset Management history | 76.14K | $3.49M | 0.01% | New |
| Amundi US history | 42.26K | $1.94M | 0.00% | Reduce |
| PNC Financial Services history | 37.09K | $1.70M | 0.00% | Add |
| Prudential Financial history | 30.71K | $1.41M | 0.00% | Add |
| Citadel Advisors history | 27.10K | $1.24M | 0.00% | Reduce |
| T. Rowe Price Associates history | 190.48K | $8.73K | 0.00% | Add |
Q1 2026 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 20.17M | $835.30M | 0.01% | Hold |
| Geode Capital Management history | 3.94M | $163.31M | 0.01% | Add |
| AQR Capital Management history | 2.37M | $98.10M | 0.04% | Add |
| Charles Schwab Investment Management history | 1.69M | $70.20M | 0.01% | Add |
| Northern Trust Corp history | 1.65M | $68.29M | 0.01% | Add |
| Bank of America Corp history | 1.63M | $67.59M | 0.01% | Add |
| Morgan Stanley history | 1.61M | $66.59M | 0.00% | Add |
| Goldman Sachs Group history | 1.57M | $65.02M | 0.01% | Add |
| BNY Mellon history | 1.36M | $56.42M | 0.01% | Add |
| Invesco Ltd history | 773.96K | $32.06M | 0.01% | Reduce |
| Citadel Advisors history | 678.85K | $28.12M | 0.01% | Add |
| Wells Fargo & Co history | 427.82K | $17.72M | 0.00% | Reduce |
| UBS Group AG history | 370.30K | $15.34M | 0.00% | Add |
| Principal Global Investors history | 313.63K | $12.99M | 0.01% | Add |
| Deutsche Bank AG history | 231.10K | $9.57M | 0.00% | Add |
| Franklin Resources history | 229.41K | $9.50M | 0.00% | Add |
| Arrowstreet Capital history | 215.64K | $8.93M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 208.42K | $8.63M | 0.00% | Hold |
| Legal & General Investment Management America history | 189.81K | $7.86M | 0.00% | Reduce |
| Manulife Financial history | 132.18K | $5.47M | 0.01% | Reduce |
| Citigroup Inc history | 111.87K | $4.63M | 0.00% | Add |
| Millennium Management history | 64.52K | $2.67M | 0.00% | Add |
| Janus Henderson Group history | 61.53K | $2.55M | 0.00% | Hold |
| Amundi US history | 49.87K | $2.07M | 0.00% | Add |
| PNC Financial Services history | 35.29K | $1.46M | 0.00% | Reduce |
| Prudential Financial history | 24.31K | $1.01M | 0.00% | Add |
| D. E. Shaw & Co history | 23.78K | $984.84K | 0.00% | Add |
| Balyasny Asset Management history | 6.68K | $276.60K | 0.00% | Reduce |
| T. Rowe Price Associates history | 164.19K | $6.80K | 0.00% | Add |
Q4 2025 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 20.08M | $771.08M | 0.01% | Reduce |
| Vanguard Group history | 14.54M | $558.41M | 0.01% | Reduce |
| Geode Capital Management history | 3.80M | $146.03M | 0.01% | Add |
| Norges Bank Investment Management history | 1.78M | $68.37M | 0.01% | Add |
| Charles Schwab Investment Management history | 1.68M | $64.44M | 0.01% | Reduce |
| AQR Capital Management history | 1.63M | $62.41M | 0.03% | Add |
| Northern Trust Corp history | 1.59M | $61.12M | 0.01% | Reduce |
| Morgan Stanley history | 1.40M | $53.88M | 0.00% | Add |
| Bank of America Corp history | 1.35M | $52.00M | 0.00% | Reduce |
| BNY Mellon history | 1.35M | $51.90M | 0.01% | Reduce |
| Goldman Sachs Group history | 1.18M | $45.20M | 0.01% | Add |
| Invesco Ltd history | 1.03M | $39.55M | 0.01% | Reduce |
| Wells Fargo & Co history | 533.03K | $20.47M | 0.00% | Add |
| JPMorgan Chase & Co history | 483.08K | $18.55M | 0.00% | Reduce |
| UBS Group AG history | 349.83K | $13.43M | 0.00% | Reduce |
| Principal Global Investors history | 303.44K | $11.65M | 0.01% | Reduce |
| Arrowstreet Capital history | 230.76K | $8.86M | 0.01% | Add |
| Legal & General Investment Management America history | 212.24K | $8.15M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 209.25K | $8.04M | 0.00% | Reduce |
| Manulife Financial history | 138.93K | $5.33M | 0.00% | Reduce |
| Deutsche Bank AG history | 114.01K | $4.38M | 0.00% | Add |
| Citigroup Inc history | 101.82K | $3.91M | 0.00% | Add |
| Citadel Advisors history | 90.71K | $3.48M | 0.00% | Reduce |
| Franklin Resources history | 84.77K | $3.25M | 0.00% | Add |
| Janus Henderson Group history | 61.53K | $2.36M | 0.00% | Hold |
| PNC Financial Services history | 38.11K | $1.46M | 0.00% | Reduce |
| Renaissance Technologies history | 36.40K | $1.40M | 0.00% | Reduce |
| Millennium Management history | 34.46K | $1.32M | 0.00% | Reduce |
| Point72 Asset Management history | 19.80K | $760.24K | 0.00% | New |
| Amundi US history | 16.36K | $628.34K | 0.00% | New |
| Balyasny Asset Management history | 15.46K | $593.70K | 0.00% | Add |
| Prudential Financial history | 10.99K | $421.94K | 0.00% | Reduce |
| D. E. Shaw & Co history | 10.77K | $413.45K | 0.00% | Add |
| T. Rowe Price Associates history | 140.93K | $5.41K | 0.00% | Add |
Q3 2025 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 20.30M | $755.40M | 0.01% | Reduce |
| Vanguard Group history | 14.72M | $547.55M | 0.01% | Reduce |
| Geode Capital Management history | 3.62M | $134.66M | 0.01% | Add |
| Northern Trust Corp history | 1.74M | $64.86M | 0.01% | Hold |
| Charles Schwab Investment Management history | 1.71M | $63.57M | 0.01% | Hold |
| BNY Mellon history | 1.39M | $51.60M | 0.01% | Reduce |
| Bank of America Corp history | 1.37M | $50.88M | 0.00% | Add |
| Morgan Stanley history | 1.27M | $47.10M | 0.00% | Add |
| Invesco Ltd history | 1.08M | $40.20M | 0.01% | Reduce |
| AQR Capital Management history | 930.25K | $34.61M | 0.02% | Add |
| JPMorgan Chase & Co history | 782.29K | $29.11M | 0.00% | Add |
| Goldman Sachs Group history | 672.07K | $25.01M | 0.00% | Add |
| Wells Fargo & Co history | 488.71K | $18.19M | 0.00% | Add |
| UBS Group AG history | 445.04K | $16.56M | 0.00% | Reduce |
| Renaissance Technologies history | 323.03K | $12.02M | 0.02% | Reduce |
| Principal Global Investors history | 318.52K | $11.85M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 262.58K | $9.77M | 0.00% | Reduce |
| Legal & General Investment Management America history | 230.95K | $8.59M | 0.00% | Reduce |
| Arrowstreet Capital history | 186.06K | $6.92M | 0.00% | Reduce |
| Manulife Financial history | 146.65K | $5.46M | 0.01% | Reduce |
| Millennium Management history | 124.57K | $4.64M | 0.00% | Reduce |
| Deutsche Bank AG history | 109.25K | $4.07M | 0.00% | Add |
| Citadel Advisors history | 108.39K | $4.03M | 0.00% | Add |
| Citigroup Inc history | 101.15K | $3.76M | 0.00% | Reduce |
| Janus Henderson Group history | 61.53K | $2.29M | 0.00% | Hold |
| Two Sigma Investments history | 53.76K | $2.00M | 0.00% | New |
| PNC Financial Services history | 41.09K | $1.53M | 0.00% | Add |
| Franklin Resources history | 26.10K | $971.11K | 0.00% | Add |
| Prudential Financial history | 21.87K | $813.71K | 0.00% | Hold |
| Balyasny Asset Management history | 15.29K | $569.13K | 0.00% | Add |
| D. E. Shaw & Co history | 9.97K | $370.87K | 0.00% | Reduce |
| T. Rowe Price Associates history | 137.02K | $5.10K | 0.00% | Add |
Q2 2025 — 42 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 20.61M | $750.98M | 0.01% | Hold |
| BlackRock Inc history | 20.61M | $750.98M | 0.01% | Hold |
| Vanguard Group history | 14.90M | $542.68M | 0.01% | Add |
| Geode Capital Management history | 3.59M | $130.82M | 0.01% | Add |
| Northern Trust Corp history | 1.75M | $63.79M | 0.01% | Add |
| Charles Schwab Investment Management history | 1.71M | $62.41M | 0.01% | Reduce |
| Norges Bank Investment Management history | 1.66M | $60.62M | 0.01% | Add |
| Norges Bank Investment Management history | 1.66M | $60.62M | 0.01% | Add |
| BNY Mellon history | 1.42M | $51.73M | 0.01% | Add |
| Bank of America Corp history | 1.23M | $44.72M | 0.00% | Add |
| Morgan Stanley history | 1.16M | $42.38M | 0.00% | Add |
| Morgan Stanley history | 1.16M | $42.38M | 0.00% | Add |
| Invesco Ltd history | 1.10M | $39.95M | 0.01% | Add |
| UBS Group AG history | 798.57K | $29.09M | 0.01% | Add |
| AQR Capital Management history | 562.11K | $20.48M | 0.02% | Add |
| JPMorgan Chase & Co history | 475.13K | $17.31M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 475.13K | $17.31M | 0.00% | Reduce |
| Wells Fargo & Co history | 466.04K | $16.98M | 0.00% | Add |
| Renaissance Technologies history | 465.83K | $16.97M | 0.02% | Add |
| Renaissance Technologies history | 465.83K | $16.97M | 0.02% | Add |
| Goldman Sachs Group history | 441.62K | $16.09M | 0.00% | Reduce |
| Goldman Sachs Group history | 441.62K | $16.09M | 0.00% | Reduce |
| Millennium Management history | 343.22K | $12.50M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 335.40K | $12.22M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 335.40K | $12.22M | 0.00% | Add |
| Principal Global Investors history | 325.12K | $11.84M | 0.01% | Reduce |
| Legal & General Investment Management America history | 242.41K | $8.83M | 0.00% | Add |
| Arrowstreet Capital history | 196.07K | $7.14M | 0.01% | Add |
| Manulife Financial history | 154.89K | $5.64M | 0.01% | Reduce |
| Citigroup Inc history | 149.44K | $5.44M | 0.00% | Reduce |
| Citadel Advisors history | 106.89K | $3.89M | 0.00% | Reduce |
| Citadel Advisors history | 106.89K | $3.89M | 0.00% | Reduce |
| Deutsche Bank AG history | 94.50K | $3.44M | 0.00% | Reduce |
| Deutsche Bank AG history | 94.50K | $3.44M | 0.00% | Reduce |
| Janus Henderson Group history | 61.53K | $2.24M | 0.00% | Hold |
| Ontario Teachers Pension Plan history | 48.63K | $1.77M | 0.04% | Add |
| PNC Financial Services history | 37.25K | $1.36M | 0.00% | Reduce |
| Franklin Resources history | 24.26K | $883.83K | 0.00% | Add |
| Prudential Financial history | 21.92K | $794.74K | 0.00% | Add |
| D. E. Shaw & Co history | 16.20K | $590.06K | 0.00% | Reduce |
| Balyasny Asset Management history | 14.66K | $533.96K | 0.00% | Reduce |
| T. Rowe Price Associates history | 131.17K | $4.78K | 0.00% | Add |
Q1 2025 — 41 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 20.53M | $711.90M | 0.02% | Add |
| BlackRock Inc history | 20.53M | $711.90M | 0.02% | Add |
| Vanguard Group history | 14.30M | $495.74M | 0.01% | Hold |
| Geode Capital Management history | 3.48M | $120.69M | 0.01% | Add |
| Northern Trust Corp history | 1.73M | $60.13M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 1.73M | $60.10M | 0.01% | Add |
| BNY Mellon history | 1.37M | $47.55M | 0.01% | Reduce |
| Bank of America Corp history | 1.19M | $41.39M | 0.00% | Reduce |
| Invesco Ltd history | 980.55K | $34.00M | 0.01% | Add |
| Morgan Stanley history | 749.09K | $25.97M | 0.00% | Reduce |
| Morgan Stanley history | 749.09K | $25.97M | 0.00% | Reduce |
| Goldman Sachs Group history | 643.00K | $22.29M | 0.00% | Reduce |
| Goldman Sachs Group history | 643.00K | $22.29M | 0.00% | Reduce |
| UBS Group AG history | 618.56K | $21.45M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 591.43K | $20.51M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 591.43K | $20.51M | 0.00% | Reduce |
| Wells Fargo & Co history | 412.73K | $14.31M | 0.00% | Reduce |
| Principal Global Investors history | 330.22K | $11.45M | 0.01% | Add |
| AQR Capital Management history | 280.92K | $9.66M | 0.01% | Add |
| Renaissance Technologies history | 227.03K | $7.87M | 0.01% | New |
| Renaissance Technologies history | 227.03K | $7.87M | 0.01% | New |
| Legal & General Investment Management America history | 220.26K | $7.64M | 0.00% | Add |
| Balyasny Asset Management history | 215.18K | $7.46M | 0.01% | Add |
| Citigroup Inc history | 172.26K | $5.97M | 0.00% | Reduce |
| Manulife Financial history | 158.20K | $5.48M | 0.01% | Add |
| Millennium Management history | 137.34K | $4.76M | 0.00% | Add |
| Citadel Advisors history | 114.56K | $3.97M | 0.00% | Add |
| Citadel Advisors history | 114.56K | $3.97M | 0.00% | Add |
| Deutsche Bank AG history | 104.69K | $3.63M | 0.00% | Reduce |
| Deutsche Bank AG history | 104.69K | $3.63M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 97.26K | $3.37M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 97.26K | $3.37M | 0.00% | Add |
| D. E. Shaw & Co history | 63.38K | $2.20M | 0.00% | New |
| Janus Henderson Group history | 61.53K | $2.12M | 0.00% | Hold |
| PNC Financial Services history | 37.48K | $1.30M | 0.00% | Add |
| Arrowstreet Capital history | 25.35K | $878.78K | 0.00% | New |
| Franklin Resources history | 23.16K | $803.10K | 0.00% | Reduce |
| Ontario Teachers Pension Plan history | 22.30K | $773.31K | 0.01% | Add |
| Prudential Financial history | 13.98K | $484.85K | 0.00% | Add |
| Amundi US history | 187 | $6.05K | 0.00% | Add |
| T. Rowe Price Associates history | 117.33K | $4.07K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 351.94K sh · $16.38M
- Two Sigma Investments 102.41K sh · $4.69M
- Point72 Asset Management 76.14K sh · $3.49M
Fully Exited (vs previous quarter)
- Millennium Management sold 64.52K sh · $2.67M
- Janus Henderson Group sold 61.53K sh · $2.55M
- Balyasny Asset Management sold 6.68K sh · $276.60K
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 | 20.19M | 20.17M | 20.08M | 20.30M | 20.61M | 20.53M | 19.76M | 19.58M | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 4.11M | 3.94M | 3.80M | 3.62M | 3.59M | 3.48M | 3.30M | 3.31M | 3.25M | 3.11M | 3.02M | 2.89M | 2.78M | 2.66M | 2.56M | 2.46M | 2.47M | 2.48M | 2.43M | 2.21M |
| AQR Capital Management | 2.29M | 2.37M | 1.63M | 930.25K | 562.11K | 280.92K | 193.71K | 171.40K | 159.88K | 208.46K | 295.24K | 305.69K | 8.36K | 19.61K | 19.78K | 9.39K | 9.40K | 59.51K | — | — |
| Northern Trust Corp | 1.71M | 1.65M | 1.59M | 1.74M | 1.75M | 1.73M | 1.77M | 1.56M | 1.55M | 1.49M | 1.63M | 1.64M | 1.61M | 1.65M | 1.66M | 1.75M | 1.80M | 1.83M | 1.88M | 1.79M |
| Charles Schwab Investment Management | 1.67M | 1.69M | 1.68M | 1.71M | 1.71M | 1.73M | 1.71M | 1.67M | 1.59M | 1.54M | 1.49M | 1.43M | 1.40M | 1.37M | 1.35M | 1.33M | 1.25M | 1.23M | 1.18M | 1.10M |
| Norges Bank Investment Management | 1.57M | — | 1.78M | — | 1.66M | — | 1.46M | — | 1.21M | — | 1.21M | — | — | — | 899.97K | — | — | — | — | — |
| Goldman Sachs Group | 1.57M | 1.57M | 1.18M | 672.07K | 441.62K | 643.00K | 1.32M | 1.03M | 473.32K | 405.12K | 561.23K | 593.25K | 5.08M | 603.11K | 516.14K | 419.26K | 312.04K | 553.50K | 1.02M | 871.97K |
| Morgan Stanley | 1.50M | 1.61M | 1.40M | 1.27M | 1.16M | 749.09K | 924.06K | 890.08K | 732.66K | 847.17K | 975.02K | 813.59K | 1.26M | 1.18M | 1.39M | 1.00M | 807.31K | 359.00K | 376.67K | 380.00K |
| Bank of America Corp | 1.41M | 1.63M | 1.35M | 1.37M | 1.23M | 1.19M | 1.20M | 1.30M | 1.26M | 1.31M | 1.26M | 943.49K | 996.87K | 913.44K | 820.05K | 790.54K | 771.07K | 740.85K | 837.68K | 792.53K |
| BNY Mellon | 1.33M | 1.36M | 1.35M | 1.39M | 1.42M | 1.37M | 1.40M | 1.41M | 1.67M | 1.69M | 1.75M | 1.63M | 1.64M | 1.68M | 1.73M | 1.77M | 1.74M | 1.78M | 1.79M | 1.78M |
| Invesco Ltd | 582.14K | 773.96K | 1.03M | 1.08M | 1.10M | 980.55K | 900.38K | 839.27K | 964.63K | 840.74K | 296.68K | 287.31K | 920.13K | 936.09K | 1.49M | 1.28M | 1.04M | 1.02M | 864.17K | 872.78K |
| Arrowstreet Capital | 570.88K | 215.64K | 230.76K | 186.06K | 196.07K | 25.35K | — | 51.60K | 58.24K | 212.06K | 226.58K | 71.85K | — | — | — | 57.24K | — | — | — | — |
| Wells Fargo & Co | 492.57K | 427.82K | 533.03K | 488.71K | 466.04K | 412.73K | 433.50K | 417.37K | 420.58K | 422.04K | 437.42K | 427.41K | 416.79K | 370.17K | 354.96K | 362.38K | 389.86K | 434.61K | 410.17K | 353.52K |
| UBS Group AG | 416.83K | 370.30K | 349.83K | 445.04K | 798.57K | 618.56K | 1.10M | 180.85K | 199.89K | 270.98K | 316.89K | 178.57K | 86.91K | 163.52K | 78.99K | 83.00K | 130.68K | 146.69K | 144.85K | 113.48K |
| JPMorgan Chase & Co | 351.94K | — | 483.08K | 782.29K | 475.13K | 591.43K | 830.77K | 594.82K | 541.87K | 492.29K | 588.88K | 363.89K | 462.12K | 130.66K | 343.54K | 297.26K | 314.91K | 279.78K | 1.82M | 270.73K |
| Principal Global Investors | 313.61K | 313.63K | 303.44K | 318.52K | 325.12K | 330.22K | 309.62K | 312.88K | 452.06K | 510.57K | 539.15K | 532.59K | 525.61K | 567.89K | 565.76K | 523.29K | 527.27K | 461.03K | 465.55K | 447.13K |
| Fidelity Management & Research (FMR) | 231.42K | 208.42K | 209.25K | 262.58K | 335.40K | 97.26K | 89.14K | 83.00K | 21.18K | 45.12K | 22.50K | 14.42K | 13.64K | 31.32K | 30.61K | 30.45K | 51.13K | 63.75K | 442 | 442 |
| Franklin Resources | 224.79K | 229.41K | 84.77K | 26.10K | 24.26K | 23.16K | 23.84K | 31.99K | 35.95K | 54.48K | 80.50K | 88.94K | 156.37K | 89.02K | 74.72K | 64.83K | 50.21K | 8.11K | 8.41K | 8.41K |
| Legal & General Investment Management America | 191.83K | 189.81K | 212.24K | 230.95K | 242.41K | 220.26K | 218.42K | 227.88K | 219.61K | 197.31K | 199.75K | 201.00K | 204.78K | 201.13K | 194.96K | 194.51K | 198.16K | 198.62K | 200.03K | 181.26K |
| Citigroup Inc | 168.68K | 111.87K | 101.82K | 101.15K | 149.44K | 172.26K | 195.47K | 171.85K | 130.12K | 144.56K | 121.64K | 71.92K | 127.91K | 15.74K | 18.67K | 34.48K | 20.23K | 36.67K | 45.34K | 23.36K |
▲ 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