UDR — UDR INC
Reported value held$9.22B
Funds holding (latest)50
SectorReal Estate
Index member: S&P 500
Funds holding (Q2 2026)38
Institutional value$7.04B · 176.88M sh
New / Add / Cut / Exit3 / 14 / 19 / 5
Top-5 / Top-10 concentration64.7% / 82.4%
Institutional holdings change
Accumulating +20.4%
(+29.95M sh)
Institutional value change
Up +42.4%
As of Q2 2026, 38 SEC-registered investment managers reported holding UDR (UDR INC) in their latest 13F filings, with a combined reported value of $7.04B across 176.88M shares. That is +20.4% by share count (+29.95M shares) versus the previous quarter, while reported value moved +42.4%. Ownership is concentrated: the five largest holders account for 64.7% of reported value and the top ten for 82.4%.
Compared with the prior quarter, 3 opened new positions, 14 added to existing stakes, 19 trimmed, 5 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
UDR is a constituent of the S&P 500 and is classified in the Real Estate 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 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 31.25M | $1.25B | 0.02% | Reduce |
| Norges Bank Investment Management history | 29.45M | $1.18B | 0.12% | Hold |
| Capital Research Global Investors history | 25.57M | $1.02B | 0.15% | Hold |
| Fidelity Management & Research (FMR) history | 14.09M | $562.31M | 0.03% | Add |
| Invesco Ltd history | 13.86M | $553.33M | 0.05% | Add |
| Geode Capital Management history | 8.69M | $346.26M | 0.02% | Reduce |
| JPMorgan Chase & Co history | 6.23M | $250.59M | 0.03% | New |
| CPP Investments history | 5.50M | $219.56M | 0.12% | New |
| Wellington Management Group history | 5.45M | $217.71M | 0.04% | Reduce |
| Charles Schwab Investment Management history | 5.18M | $206.89M | 0.03% | Add |
| Northern Trust Corp history | 4.01M | $159.89M | 0.02% | Reduce |
| UBS Group AG history | 3.31M | $132.26M | 0.02% | Add |
| Morgan Stanley history | 3.31M | $132.20M | 0.01% | Reduce |
| Goldman Sachs Group history | 2.84M | $113.29M | 0.01% | Add |
| BNY Mellon history | 2.25M | $89.66M | 0.01% | Add |
| Legal & General Investment Management America history | 1.97M | $78.69M | 0.02% | Reduce |
| Balyasny Asset Management history | 1.93M | $77.21M | 0.10% | Reduce |
| Bank of America Corp history | 1.41M | $56.37M | 0.00% | Add |
| Arrowstreet Capital history | 1.36M | $54.31M | 0.02% | Add |
| Citadel Advisors history | 1.36M | $54.24M | 0.01% | Reduce |
| Prudential Financial history | 1.20M | $47.86M | 0.05% | Reduce |
| AQR Capital Management history | 1.01M | $40.28M | 0.01% | Add |
| Deutsche Bank AG history | 905.56K | $36.15M | 0.01% | Reduce |
| Citigroup Inc history | 674.22K | $26.91M | 0.01% | Reduce |
| Renaissance Technologies history | 616.30K | $24.60M | 0.03% | Reduce |
| Point72 Asset Management history | 601.16K | $24.00M | 0.03% | Add |
| Principal Global Investors history | 491.05K | $19.60M | 0.01% | Add |
| Amundi US history | 452.13K | $18.05M | 0.00% | Reduce |
| Baron Funds history | 372.70K | $14.88M | 0.04% | Reduce |
| Millennium Management history | 325.32K | $12.99M | 0.01% | Reduce |
| Manulife Financial history | 236.90K | $9.46M | 0.01% | Reduce |
| Fidelity International (FIL) history | 139.89K | $5.58M | 0.00% | Add |
| Wells Fargo & Co history | 120.29K | $4.80M | 0.00% | Reduce |
| Marshall Wace history | 100.31K | $4.00M | 0.00% | New |
| PSP Investments history | 84.39K | $3.37M | 0.01% | Reduce |
| Franklin Resources history | 28.80K | $1.15M | 0.00% | Reduce |
| PNC Financial Services history | 28.69K | $1.15M | 0.00% | Add |
| T. Rowe Price Associates history | 469.78K | $18.75K | 0.00% | Add |
Q1 2026 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 36.18M | $1.22B | 0.02% | Reduce |
| Capital Research Global Investors history | 25.63M | $865.67M | 0.13% | Add |
| Fidelity Management & Research (FMR) history | 13.70M | $462.85M | 0.03% | Reduce |
| Invesco Ltd history | 13.70M | $462.82M | 0.07% | Add |
| Geode Capital Management history | 8.75M | $294.67M | 0.02% | Add |
| Wellington Management Group history | 6.49M | $219.17M | 0.04% | Add |
| Charles Schwab Investment Management history | 5.01M | $169.23M | 0.03% | Add |
| Northern Trust Corp history | 4.57M | $154.32M | 0.02% | Add |
| Morgan Stanley history | 3.54M | $119.65M | 0.01% | Add |
| Citadel Advisors history | 3.53M | $119.13M | 0.02% | Add |
| UBS Group AG history | 2.85M | $96.33M | 0.01% | Add |
| Balyasny Asset Management history | 2.77M | $93.45M | 0.13% | Reduce |
| Goldman Sachs Group history | 2.67M | $90.32M | 0.01% | Hold |
| Legal & General Investment Management America history | 2.64M | $89.33M | 0.02% | Reduce |
| Prudential Financial history | 2.51M | $84.77M | 0.10% | Reduce |
| BNY Mellon history | 2.22M | $74.99M | 0.01% | Reduce |
| Millennium Management history | 1.36M | $45.82M | 0.02% | Add |
| Renaissance Technologies history | 1.25M | $42.33M | 0.07% | Add |
| Deutsche Bank AG history | 1.22M | $41.34M | 0.01% | Reduce |
| Bank of America Corp history | 1.18M | $39.78M | 0.00% | Reduce |
| Amundi US history | 1.07M | $36.31M | 0.01% | Add |
| Citigroup Inc history | 894.97K | $30.23M | 0.01% | Add |
| Baron Funds history | 772.59K | $26.10M | 0.08% | New |
| Principal Global Investors history | 436.71K | $14.75M | 0.01% | Reduce |
| AQR Capital Management history | 421.12K | $14.19M | 0.01% | Add |
| Point72 Asset Management history | 266.09K | $8.99M | 0.01% | New |
| Manulife Financial history | 242.54K | $8.19M | 0.01% | Add |
| Wells Fargo & Co history | 135.55K | $4.58M | 0.00% | Add |
| Fidelity International (FIL) history | 135.53K | $4.58M | 0.00% | Reduce |
| PSP Investments history | 85.57K | $2.89M | 0.01% | Add |
| Janus Henderson Group history | 84.17K | $2.84M | 0.00% | Reduce |
| Arrowstreet Capital history | 62.66K | $2.12M | 0.00% | New |
| Franklin Resources history | 34.99K | $1.18M | 0.00% | Reduce |
| PNC Financial Services history | 28.45K | $961.14K | 0.00% | Reduce |
| National Pension Service of Korea history | 19.63K | $663.03K | 0.00% | Add |
| Bridgewater Associates history | 15.57K | $526.06K | 0.00% | New |
| Saudi Arabian Monetary Authority history | 11.59K | $391.48K | 0.01% | New |
| D. E. Shaw & Co history | 6.54K | $221.02K | 0.00% | New |
| T. Rowe Price Associates history | 431.69K | $14.58K | 0.00% | Reduce |
Q4 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 49.90M | $1.83B | 0.03% | Reduce |
| BlackRock Inc history | 37.27M | $1.37B | 0.02% | Add |
| Norges Bank Investment Management history | 29.49M | $1.08B | 0.12% | Hold |
| Capital Research Global Investors history | 14.26M | $522.97M | 0.10% | Reduce |
| Fidelity Management & Research (FMR) history | 13.93M | $511.11M | 0.03% | Reduce |
| Invesco Ltd history | 10.28M | $376.92M | 0.06% | Hold |
| Geode Capital Management history | 8.56M | $312.86M | 0.02% | Add |
| Wellington Management Group history | 6.35M | $232.99M | 0.04% | Reduce |
| Charles Schwab Investment Management history | 4.94M | $181.26M | 0.03% | Add |
| Northern Trust Corp history | 4.51M | $165.27M | 0.02% | Reduce |
| Prudential Financial history | 3.46M | $126.79M | 0.15% | Reduce |
| Morgan Stanley history | 3.42M | $125.32M | 0.01% | Add |
| JPMorgan Chase & Co history | 3.35M | $122.83M | 0.02% | Reduce |
| Legal & General Investment Management America history | 3.26M | $119.42M | 0.03% | Add |
| Balyasny Asset Management history | 2.94M | $107.88M | 0.14% | Add |
| Goldman Sachs Group history | 2.68M | $98.38M | 0.01% | Add |
| UBS Group AG history | 2.41M | $88.47M | 0.01% | Add |
| BNY Mellon history | 2.30M | $84.45M | 0.01% | Add |
| Deutsche Bank AG history | 1.60M | $58.58M | 0.02% | Add |
| Bank of America Corp history | 1.55M | $56.83M | 0.00% | Add |
| Amundi US history | 910.96K | $33.41M | 0.01% | Add |
| Citigroup Inc history | 705.17K | $25.87M | 0.01% | Add |
| Principal Global Investors history | 518.93K | $19.03M | 0.01% | Add |
| Renaissance Technologies history | 440.40K | $16.15M | 0.03% | Reduce |
| Citadel Advisors history | 408.74K | $14.99M | 0.00% | Add |
| AQR Capital Management history | 365.32K | $13.40M | 0.01% | Add |
| Manulife Financial history | 241.12K | $8.84M | 0.01% | Hold |
| Janus Henderson Group history | 137.39K | $5.04M | 0.00% | Reduce |
| Fidelity International (FIL) history | 137.22K | $5.03M | 0.00% | Add |
| Wells Fargo & Co history | 128.02K | $4.70M | 0.00% | Reduce |
| CPP Investments history | 115.40K | $4.23M | 0.00% | Add |
| Millennium Management history | 93.26K | $3.42M | 0.00% | Reduce |
| PSP Investments history | 76.63K | $2.81M | 0.01% | Add |
| Franklin Resources history | 38.16K | $1.40M | 0.00% | Reduce |
| PNC Financial Services history | 28.98K | $1.06M | 0.00% | Reduce |
| National Pension Service of Korea history | 8.13K | $298.32K | 0.00% | Add |
| T. Rowe Price Associates history | 436.71K | $16.02K | 0.00% | Hold |
Q3 2025 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 50.30M | $1.87B | 0.03% | Reduce |
| BlackRock Inc history | 32.77M | $1.22B | 0.02% | Hold |
| Fidelity Management & Research (FMR) history | 15.81M | $589.11M | 0.03% | Add |
| Capital Research Global Investors history | 14.49M | $539.77M | 0.10% | Reduce |
| Invesco Ltd history | 10.32M | $384.38M | 0.06% | Add |
| Geode Capital Management history | 8.47M | $314.51M | 0.02% | Add |
| Wellington Management Group history | 6.58M | $245.02M | 0.04% | Reduce |
| Charles Schwab Investment Management history | 4.71M | $175.62M | 0.03% | Add |
| Northern Trust Corp history | 4.56M | $169.82M | 0.02% | Reduce |
| Prudential Financial history | 4.01M | $149.37M | 0.18% | Add |
| JPMorgan Chase & Co history | 3.76M | $140.25M | 0.02% | Reduce |
| Legal & General Investment Management America history | 3.09M | $115.13M | 0.03% | Reduce |
| Morgan Stanley history | 2.80M | $104.40M | 0.01% | Add |
| BNY Mellon history | 2.12M | $79.07M | 0.01% | Reduce |
| Balyasny Asset Management history | 2.02M | $75.41M | 0.10% | New |
| Goldman Sachs Group history | 1.57M | $58.53M | 0.01% | Reduce |
| UBS Group AG history | 1.35M | $50.22M | 0.01% | Add |
| Bank of America Corp history | 1.25M | $46.76M | 0.00% | Add |
| Janus Henderson Group history | 1.21M | $44.91M | 0.02% | Hold |
| Deutsche Bank AG history | 1.05M | $39.28M | 0.01% | Hold |
| Renaissance Technologies history | 900.04K | $33.54M | 0.04% | Add |
| Amundi US history | 747.22K | $26.92M | 0.01% | Reduce |
| Citigroup Inc history | 596.87K | $22.24M | 0.01% | Add |
| Principal Global Investors history | 502.26K | $18.71M | 0.01% | Add |
| Millennium Management history | 401.38K | $14.96M | 0.01% | Add |
| AQR Capital Management history | 306.72K | $11.28M | 0.01% | Reduce |
| Manulife Financial history | 242.07K | $9.02M | 0.01% | Reduce |
| Citadel Advisors history | 221.86K | $8.27M | 0.00% | Add |
| Arrowstreet Capital history | 216.10K | $8.05M | 0.01% | Add |
| Franklin Resources history | 178.66K | $6.66M | 0.00% | Reduce |
| Wells Fargo & Co history | 152.91K | $5.70M | 0.00% | Add |
| CPP Investments history | 109.50K | $4.08M | 0.00% | Hold |
| Fidelity International (FIL) history | 89.67K | $3.34M | 0.00% | Add |
| Baron Funds history | 88.58K | $3.30M | 0.01% | Hold |
| PSP Investments history | 65.03K | $2.42M | 0.01% | Add |
| D. E. Shaw & Co history | 63.23K | $2.36M | 0.00% | Add |
| PNC Financial Services history | 31.68K | $1.18M | 0.00% | Reduce |
| National Pension Service of Korea history | 5.44K | $202.66K | 0.00% | Add |
| T. Rowe Price Associates history | 435.00K | $16.21K | 0.00% | Add |
Q2 2025 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 50.66M | $2.07B | 0.03% | Reduce |
| BlackRock Inc history | 32.61M | $1.33B | 0.03% | Reduce |
| Norges Bank Investment Management history | 29.44M | $1.20B | 0.15% | Hold |
| Capital Research Global Investors history | 16.06M | $655.85M | 0.13% | Add |
| Fidelity Management & Research (FMR) history | 15.00M | $612.49M | 0.04% | Add |
| Invesco Ltd history | 9.81M | $400.42M | 0.07% | Add |
| Geode Capital Management history | 8.36M | $340.07M | 0.02% | Add |
| Wellington Management Group history | 6.73M | $274.66M | 0.05% | Reduce |
| Charles Schwab Investment Management history | 4.67M | $190.61M | 0.03% | Add |
| Northern Trust Corp history | 4.67M | $190.48M | 0.03% | Reduce |
| JPMorgan Chase & Co history | 4.16M | $169.84M | 0.02% | Add |
| Legal & General Investment Management America history | 3.28M | $133.78M | 0.03% | Add |
| Morgan Stanley history | 2.59M | $105.59M | 0.01% | Reduce |
| BNY Mellon history | 2.22M | $90.65M | 0.02% | Reduce |
| Goldman Sachs Group history | 2.22M | $90.56M | 0.01% | Reduce |
| Janus Henderson Group history | 1.21M | $49.41M | 0.02% | Reduce |
| UBS Group AG history | 1.18M | $48.07M | 0.01% | Reduce |
| Deutsche Bank AG history | 1.05M | $43.03M | 0.02% | Reduce |
| Bank of America Corp history | 972.56K | $39.71M | 0.00% | Reduce |
| Amundi US history | 854.65K | $34.67M | 0.01% | Reduce |
| Renaissance Technologies history | 843.94K | $34.46M | 0.05% | Add |
| Prudential Financial history | 496.87K | $21.79M | 0.03% | Reduce |
| Citigroup Inc history | 489.98K | $20.01M | 0.01% | Add |
| Principal Global Investors history | 485.57K | $19.83M | 0.01% | Reduce |
| AQR Capital Management history | 480.26K | $19.50M | 0.02% | Add |
| Manulife Financial history | 251.05K | $10.25M | 0.01% | Reduce |
| Franklin Resources history | 186.15K | $7.60M | 0.00% | Reduce |
| Arrowstreet Capital history | 128.79K | $5.26M | 0.00% | Add |
| Wells Fargo & Co history | 126.99K | $5.19M | 0.00% | Reduce |
| CPP Investments history | 109.50K | $4.47M | 0.00% | Reduce |
| Baron Funds history | 88.58K | $3.62M | 0.01% | New |
| Fidelity International (FIL) history | 82.04K | $3.35M | 0.00% | Reduce |
| PSP Investments history | 61.96K | $2.53M | 0.01% | Reduce |
| Citadel Advisors history | 57.70K | $2.36M | 0.00% | Reduce |
| Millennium Management history | 41.94K | $1.71M | 0.00% | Reduce |
| D. E. Shaw & Co history | 34.67K | $1.42M | 0.00% | Add |
| PNC Financial Services history | 33.33K | $1.36M | 0.00% | Reduce |
| National Pension Service of Korea history | 5.02K | $205.13K | 0.00% | Add |
| T. Rowe Price Associates history | 429.74K | $17.55K | 0.00% | Reduce |
Q1 2025 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 51.02M | $2.30B | 0.04% | Hold |
| BlackRock Inc history | 32.93M | $1.49B | 0.03% | Reduce |
| Capital Research Global Investors history | 13.55M | $612.26M | 0.13% | Add |
| Fidelity Management & Research (FMR) history | 13.42M | $606.37M | 0.04% | Add |
| Invesco Ltd history | 9.16M | $413.54M | 0.08% | Add |
| Geode Capital Management history | 8.18M | $368.45M | 0.03% | Add |
| Wellington Management Group history | 6.90M | $311.52M | 0.06% | Hold |
| Northern Trust Corp history | 4.89M | $220.73M | 0.03% | Add |
| Charles Schwab Investment Management history | 4.44M | $200.38M | 0.04% | Add |
| Legal & General Investment Management America history | 3.09M | $139.43M | 0.04% | Reduce |
| JPMorgan Chase & Co history | 3.06M | $138.04M | 0.02% | Reduce |
| Morgan Stanley history | 2.75M | $124.11M | 0.01% | Add |
| Goldman Sachs Group history | 2.29M | $103.52M | 0.02% | Reduce |
| CPP Investments history | 2.25M | $101.76M | 0.10% | Hold |
| BNY Mellon history | 2.25M | $101.57M | 0.02% | Reduce |
| UBS Group AG history | 1.96M | $88.54M | 0.02% | Hold |
| Millennium Management history | 1.40M | $63.46M | 0.04% | Reduce |
| Bank of America Corp history | 1.30M | $58.82M | 0.01% | Add |
| Janus Henderson Group history | 1.28M | $56.81M | 0.03% | Reduce |
| Deutsche Bank AG history | 1.17M | $53.06M | 0.02% | Reduce |
| Amundi US history | 1.20M | $52.45M | 0.02% | Reduce |
| Prudential Financial history | 915.62K | $41.36M | 0.06% | Reduce |
| Renaissance Technologies history | 819.34K | $37.01M | 0.06% | Add |
| Principal Global Investors history | 495.13K | $22.37M | 0.01% | Reduce |
| Citigroup Inc history | 389.14K | $17.58M | 0.01% | Add |
| Manulife Financial history | 269.55K | $12.18M | 0.01% | Add |
| Citadel Advisors history | 241.56K | $10.91M | 0.00% | Reduce |
| AQR Capital Management history | 205.29K | $9.26M | 0.01% | Add |
| Franklin Resources history | 192.09K | $8.68M | 0.00% | Reduce |
| Wells Fargo & Co history | 161.67K | $7.30M | 0.00% | Add |
| Fidelity International (FIL) history | 84.32K | $3.81M | 0.00% | Add |
| PSP Investments history | 80.57K | $3.64M | 0.02% | Add |
| PNC Financial Services history | 37.87K | $1.71M | 0.00% | Add |
| D. E. Shaw & Co history | 27.18K | $1.23M | 0.00% | New |
| Arrowstreet Capital history | 25.29K | $1.14M | 0.00% | New |
| Ontario Teachers Pension Plan history | 6.32K | $285.47K | 0.00% | New |
| National Pension Service of Korea history | 1.14K | $51.54K | 0.00% | Add |
| T. Rowe Price Associates history | 432.29K | $19.53K | 0.00% | Add |
| Saudi Arabian Monetary Authority history | 123 | $5.56K | 0.03% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 6.23M sh · $250.59M
- CPP Investments 5.50M sh · $219.56M
- Marshall Wace 100.31K sh · $4.00M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 84.17K sh · $2.84M
- National Pension Service of Korea sold 19.63K sh · $663.03K
- Bridgewater Associates sold 15.57K sh · $526.06K
- Saudi Arabian Monetary Authority sold 11.59K sh · $391.48K
- D. E. Shaw & Co sold 6.54K sh · $221.02K
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 | 31.25M | 36.18M | 37.27M | 32.77M | 32.61M | 32.93M | 33.32M | 32.55M | — | — | — | — | — | — | — | — | — | — | — | — |
| Norges Bank Investment Management | 29.45M | — | 29.49M | — | 29.44M | — | 29.34M | — | 27.89M | — | 27.83M | — | — | — | 23.59M | — | — | — | — | — |
| Capital Research Global Investors | 25.57M | 25.63M | 14.26M | 14.49M | 16.06M | 13.55M | 13.06M | 7.96M | 4.71M | 4.71M | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 14.09M | 13.70M | 13.93M | 15.81M | 15.00M | 13.42M | 12.59M | 11.40M | 9.93M | 9.71M | 9.55M | 12.08M | 11.69M | 11.89M | 11.54M | 10.95M | 10.62M | 9.80M | 9.90M | 9.73M |
| Invesco Ltd | 13.86M | 13.70M | 10.28M | 10.32M | 9.81M | 9.16M | 7.54M | 3.93M | 5.52M | 15.70M | 11.77M | 8.82M | 11.39M | 12.83M | 10.27M | 12.49M | 12.65M | 12.05M | 12.08M | 12.43M |
| Geode Capital Management | 8.69M | 8.75M | 8.56M | 8.47M | 8.36M | 8.18M | 7.92M | 7.70M | 7.73M | 7.56M | 7.34M | 7.21M | 7.18M | 7.09M | 6.85M | 6.73M | 6.59M | 6.52M | 6.04M | 5.70M |
| JPMorgan Chase & Co | 6.23M | — | 3.35M | 3.76M | 4.16M | 3.06M | 7.23M | 7.77M | 7.35M | 2.91M | 5.55M | 12.07M | 12.89M | 13.55M | 64.80K | 7.24M | 8.06M | 6.13M | 5.59M | 7.32M |
| CPP Investments | 5.50M | — | 115.40K | 109.50K | 109.50K | 2.25M | 2.25M | 2.46M | 2.98M | 2.91M | 2.83M | 2.83M | 3.82M | 3.90M | 3.48M | 3.26M | 2.46M | 2.60M | 2.88M | 2.75M |
| Wellington Management Group | 5.45M | 6.49M | 6.35M | 6.58M | 6.73M | 6.90M | 6.93M | 7.09M | 7.13M | 7.28M | 7.35M | 8.49M | 9.07M | 2.14M | — | — | 1.27M | 1.98M | 1.97M | 1.96M |
| Charles Schwab Investment Management | 5.18M | 5.01M | 4.94M | 4.71M | 4.67M | 4.44M | 4.37M | 4.27M | 4.15M | 4.16M | 4.13M | 4.05M | 4.00M | 3.97M | 3.83M | 3.68M | 3.54M | 3.55M | 3.36M | 3.16M |
| Northern Trust Corp | 4.01M | 4.57M | 4.51M | 4.56M | 4.67M | 4.89M | 4.85M | 3.15M | 3.37M | 3.40M | 3.58M | 4.74M | 4.32M | 4.34M | 4.34M | 4.37M | 4.38M | 4.54M | 4.59M | 4.69M |
| UBS Group AG | 3.31M | 2.85M | 2.41M | 1.35M | 1.18M | 1.96M | 1.96M | 1.99M | 1.58M | 1.12M | 132.55K | 528.62K | 45.38K | 57.55K | 54.99K | 311.43K | 236.10K | 466.70K | 63.57K | 60.47K |
| Morgan Stanley | 3.31M | 3.54M | 3.42M | 2.80M | 2.59M | 2.75M | 2.63M | 2.76M | 2.68M | 2.54M | 2.64M | 2.28M | 2.31M | 3.16M | 5.18M | 4.00M | 6.62M | 2.67M | 2.58M | 3.54M |
| Goldman Sachs Group | 2.84M | 2.67M | 2.68M | 1.57M | 2.22M | 2.29M | 2.55M | 2.45M | 2.15M | 1.44M | 1.57M | 1.71M | 1.90M | 1.82M | 672.09K | 1.15M | 833.68K | 1.27M | 1.15M | 1.14M |
| BNY Mellon | 2.25M | 2.22M | 2.30M | 2.12M | 2.22M | 2.25M | 2.28M | 2.38M | 2.54M | 2.58M | 2.65M | 2.59M | 2.68M | 2.75M | 2.79M | 2.46M | 2.43M | 2.32M | 2.26M | 2.54M |
| Legal & General Investment Management America | 1.97M | 2.64M | 3.26M | 3.09M | 3.28M | 3.09M | 3.17M | 3.77M | 4.08M | 4.68M | 4.70M | 4.28M | 4.39M | 4.32M | 3.91M | 3.91M | 4.05M | 3.70M | 3.56M | 3.53M |
| Balyasny Asset Management | 1.93M | 2.77M | 2.94M | 2.02M | — | — | — | 412.62K | 1.76M | 3.23M | 2.09M | — | — | 158.47K | 1.37M | 245.92K | 1.75M | — | — | — |
| Bank of America Corp | 1.41M | 1.18M | 1.55M | 1.25M | 972.56K | 1.30M | 578.61K | 1.04M | 1.07M | 1.20M | 1.43M | 1.78M | 2.07M | 2.83M | 2.16M | 2.27M | 2.51M | 2.24M | 2.04M | 1.92M |
| Arrowstreet Capital | 1.36M | 62.66K | — | 216.10K | 128.79K | 25.29K | — | 27.60K | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | 1.36M | 3.53M | 408.74K | 221.86K | 57.70K | 241.56K | 796.61K | 53.60K | 2.50M | 272.66K | 79.88K | 166.01K | 38.33K | 315.26K | 999.58K | 1.60M | 763.21K | 70.21K | 980.56K | 555.81K |
▲ 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