UE — URBAN EDGE PPTYS
Reported value held$1.91B
Funds holding (latest)42
SectorFinancials
Funds holding (Q2 2026)38
Institutional value$1.51B · 66.23M sh
New / Add / Cut / Exit2 / 17 / 17 / 1
Top-5 / Top-10 concentration77.7% / 87.7%
Institutional holdings change
Reducing -3.6%
(-2.50M sh)
Institutional value change
Up +10.3%
As of Q2 2026, 38 SEC-registered investment managers reported holding UE (URBAN EDGE PPTYS) in their latest 13F filings, with a combined reported value of $1.51B across 66.23M shares. That is -3.6% by share count (-2.50M shares) versus the previous quarter, while reported value moved +10.3%. Ownership is concentrated: the five largest holders account for 77.7% of reported value and the top ten for 87.7%.
Compared with the prior quarter, 2 opened new positions, 17 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.
UE 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 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 22.89M | $523.71M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 18.43M | $421.74M | 0.02% | Reduce |
| Millennium Management history | 3.75M | $85.75M | 0.03% | Add |
| Geode Capital Management history | 3.58M | $81.90M | 0.00% | Add |
| Charles Schwab Investment Management history | 2.66M | $60.82M | 0.01% | Add |
| Northern Trust Corp history | 1.79M | $40.92M | 0.01% | Add |
| Morgan Stanley history | 1.52M | $34.88M | 0.00% | Add |
| MFS Investment Management history | 1.23M | $28.21M | 0.01% | Reduce |
| BNY Mellon history | 1.10M | $25.15M | 0.00% | Reduce |
| Wellington Management Group history | 972.22K | $22.24M | 0.00% | Reduce |
| Legal & General Investment Management America history | 777.12K | $17.78M | 0.00% | Reduce |
| Citadel Advisors history | 708.73K | $16.22M | 0.00% | Reduce |
| Goldman Sachs Group history | 673.32K | $15.41M | 0.00% | Reduce |
| Principal Global Investors history | 609.12K | $13.94M | 0.01% | Reduce |
| Invesco Ltd history | 517.55K | $11.84M | 0.00% | Reduce |
| Bank of America Corp history | 489.85K | $11.21M | 0.00% | Reduce |
| Two Sigma Investments history | 485.55K | $11.11M | 0.01% | Reduce |
| AQR Capital Management history | 456.82K | $10.45M | 0.00% | Add |
| Renaissance Technologies history | 433.98K | $9.93M | 0.01% | Reduce |
| PSP Investments history | 432.98K | $9.91M | 0.03% | Reduce |
| JPMorgan Chase & Co history | 418.82K | $9.83M | 0.00% | New |
| UBS Group AG history | 416.98K | $9.54M | 0.00% | Reduce |
| Balyasny Asset Management history | 345.04K | $7.89M | 0.01% | Reduce |
| Prudential Financial history | 323.66K | $7.41M | 0.01% | Add |
| Citigroup Inc history | 187.55K | $4.29M | 0.00% | Add |
| Deutsche Bank AG history | 185.99K | $4.26M | 0.00% | Add |
| Wells Fargo & Co history | 128.96K | $2.95M | 0.00% | Add |
| Norges Bank Investment Management history | 116.90K | $2.67M | 0.00% | New |
| Amundi US history | 90.07K | $2.06M | 0.00% | Reduce |
| Lazard Asset Management history | 83.69K | $1.91M | 0.00% | Add |
| Arrowstreet Capital history | 62.74K | $1.44M | 0.00% | Add |
| Manulife Financial history | 61.28K | $1.40M | 0.00% | Add |
| D. E. Shaw & Co history | 40.34K | $923.09K | 0.00% | Add |
| Franklin Resources history | 38.46K | $879.94K | 0.00% | Hold |
| CPP Investments history | 24.90K | $569.71K | 0.00% | Hold |
| PNC Financial Services history | 7.45K | $170.34K | 0.00% | Add |
| Fidelity International (FIL) history | 4.16K | $95.14K | 0.00% | Add |
| T. Rowe Price Associates history | 179.19K | $4.10K | 0.00% | Add |
Q1 2026 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 23.04M | $460.38M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 18.89M | $377.49M | 0.02% | Add |
| Geode Capital Management history | 3.38M | $67.61M | 0.00% | Add |
| Wellington Management Group history | 2.72M | $54.36M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 2.57M | $51.38M | 0.01% | Add |
| Citadel Advisors history | 2.18M | $43.51M | 0.01% | Reduce |
| Northern Trust Corp history | 1.69M | $33.79M | 0.00% | Add |
| Millennium Management history | 1.36M | $27.18M | 0.01% | Add |
| UBS Group AG history | 1.32M | $26.33M | 0.00% | Add |
| MFS Investment Management history | 1.29M | $25.79M | 0.01% | Add |
| BNY Mellon history | 1.25M | $25.02M | 0.01% | Add |
| Morgan Stanley history | 1.22M | $24.28M | 0.00% | Reduce |
| Goldman Sachs Group history | 1.15M | $22.88M | 0.00% | Reduce |
| Balyasny Asset Management history | 1.05M | $20.97M | 0.03% | Add |
| Legal & General Investment Management America history | 810.85K | $16.20M | 0.00% | Reduce |
| Two Sigma Investments history | 622.35K | $12.43M | 0.01% | Add |
| Principal Global Investors history | 612.21K | $12.23M | 0.01% | Add |
| Invesco Ltd history | 522.25K | $10.43M | 0.00% | Reduce |
| Bank of America Corp history | 501.65K | $10.02M | 0.00% | Add |
| Renaissance Technologies history | 478.00K | $9.55M | 0.01% | Add |
| PSP Investments history | 450.60K | $9.00M | 0.03% | Add |
| AQR Capital Management history | 371.25K | $7.42M | 0.00% | Add |
| Prudential Financial history | 268.57K | $5.37M | 0.01% | Add |
| Citigroup Inc history | 174.76K | $3.49M | 0.00% | Add |
| Deutsche Bank AG history | 172.43K | $3.45M | 0.00% | Add |
| Amundi US history | 107.27K | $2.14M | 0.00% | Add |
| Lazard Asset Management history | 81.17K | $1.62M | 0.00% | Add |
| Wells Fargo & Co history | 64.31K | $1.28M | 0.00% | Reduce |
| Manulife Financial history | 55.33K | $1.11M | 0.00% | Hold |
| Janus Henderson Group history | 50.67K | $1.01M | 0.00% | Hold |
| Franklin Resources history | 38.46K | $768.45K | 0.00% | Add |
| Arrowstreet Capital history | 31.86K | $636.60K | 0.00% | Reduce |
| CPP Investments history | 24.90K | $497.50K | 0.00% | Hold |
| D. E. Shaw & Co history | 18.06K | $360.76K | 0.00% | New |
| PNC Financial Services history | 7.36K | $146.99K | 0.00% | Reduce |
| Fidelity International (FIL) history | 3.99K | $79.64K | 0.00% | Reduce |
| T. Rowe Price Associates history | 150.94K | $3.02K | 0.00% | Add |
Q4 2025 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 24.09M | $462.29M | 0.01% | Add |
| Vanguard Group history | 20.41M | $391.72M | 0.01% | Hold |
| Fidelity Management & Research (FMR) history | 17.31M | $332.25M | 0.02% | Reduce |
| Wellington Management Group history | 4.61M | $88.39M | 0.02% | Add |
| Geode Capital Management history | 3.28M | $63.03M | 0.00% | Hold |
| Charles Schwab Investment Management history | 2.51M | $48.25M | 0.01% | Add |
| Citadel Advisors history | 2.43M | $46.66M | 0.01% | Add |
| Goldman Sachs Group history | 2.22M | $42.62M | 0.01% | Add |
| Northern Trust Corp history | 1.67M | $31.96M | 0.00% | Reduce |
| Morgan Stanley history | 1.29M | $24.79M | 0.00% | Add |
| MFS Investment Management history | 1.23M | $23.56M | 0.01% | Reduce |
| BNY Mellon history | 1.18M | $22.70M | 0.00% | Reduce |
| Millennium Management history | 1.15M | $21.98M | 0.01% | Reduce |
| Balyasny Asset Management history | 878.48K | $16.86M | 0.02% | New |
| Legal & General Investment Management America history | 874.24K | $16.78M | 0.00% | Add |
| Principal Global Investors history | 599.89K | $11.51M | 0.01% | Reduce |
| Invesco Ltd history | 525.15K | $10.08M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 457.81K | $8.79M | 0.00% | Add |
| PSP Investments history | 436.02K | $8.37M | 0.03% | Reduce |
| Bank of America Corp history | 385.61K | $7.40M | 0.00% | Reduce |
| UBS Group AG history | 314.10K | $6.03M | 0.00% | Reduce |
| AQR Capital Management history | 280.12K | $5.38M | 0.00% | Add |
| Prudential Financial history | 256.39K | $4.92M | 0.01% | Reduce |
| Two Sigma Investments history | 203.60K | $3.91M | 0.01% | Add |
| Renaissance Technologies history | 187.27K | $3.59M | 0.01% | Add |
| Deutsche Bank AG history | 162.75K | $3.12M | 0.00% | Reduce |
| Wells Fargo & Co history | 159.12K | $3.05M | 0.00% | Add |
| Citigroup Inc history | 154.60K | $2.97M | 0.00% | Add |
| Arrowstreet Capital history | 138.73K | $2.66M | 0.00% | Reduce |
| Amundi US history | 86.31K | $1.66M | 0.00% | Add |
| Lazard Asset Management history | 72.52K | $1.39M | 0.00% | Add |
| Manulife Financial history | 55.23K | $1.06M | 0.00% | Reduce |
| Janus Henderson Group history | 50.67K | $972.69K | 0.00% | Hold |
| Franklin Resources history | 31.76K | $609.46K | 0.00% | Reduce |
| CPP Investments history | 24.90K | $477.83K | 0.00% | New |
| PNC Financial Services history | 8.47K | $162.54K | 0.00% | Add |
| Fidelity International (FIL) history | 4.78K | $91.81K | 0.00% | Reduce |
| T. Rowe Price Associates history | 128.02K | $2.46K | 0.00% | Add |
Q3 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 23.72M | $485.52M | 0.01% | Hold |
| Vanguard Group history | 20.45M | $418.51M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 17.93M | $367.01M | 0.02% | Add |
| Wellington Management Group history | 4.52M | $92.60M | 0.02% | New |
| Geode Capital Management history | 3.27M | $66.94M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 2.41M | $49.32M | 0.01% | Add |
| Northern Trust Corp history | 1.77M | $36.33M | 0.01% | Reduce |
| Goldman Sachs Group history | 1.73M | $35.41M | 0.00% | Add |
| Millennium Management history | 1.35M | $27.55M | 0.01% | Add |
| BNY Mellon history | 1.30M | $26.61M | 0.01% | Reduce |
| MFS Investment Management history | 1.27M | $26.03M | 0.01% | Reduce |
| Citadel Advisors history | 1.23M | $25.14M | 0.00% | Add |
| Prudential Financial history | 1.16M | $23.66M | 0.03% | Add |
| Morgan Stanley history | 1.14M | $23.35M | 0.00% | Add |
| Legal & General Investment Management America history | 758.39K | $15.52M | 0.00% | Reduce |
| UBS Group AG history | 673.61K | $13.79M | 0.00% | Reduce |
| Principal Global Investors history | 607.51K | $12.44M | 0.01% | Reduce |
| Invesco Ltd history | 538.60K | $11.03M | 0.00% | Reduce |
| PSP Investments history | 490.69K | $10.04M | 0.04% | Add |
| JPMorgan Chase & Co history | 454.94K | $9.31M | 0.00% | Reduce |
| Bank of America Corp history | 398.53K | $8.16M | 0.00% | Reduce |
| AQR Capital Management history | 261.38K | $5.35M | 0.00% | Add |
| Arrowstreet Capital history | 255.09K | $5.22M | 0.00% | Reduce |
| Deutsche Bank AG history | 203.83K | $4.17M | 0.00% | Add |
| Citigroup Inc history | 130.51K | $2.67M | 0.00% | Reduce |
| Franklin Resources history | 114.50K | $2.34M | 0.00% | Add |
| Wells Fargo & Co history | 114.12K | $2.34M | 0.00% | Add |
| Amundi US history | 85.77K | $1.71M | 0.00% | Add |
| Lazard Asset Management history | 69.89K | $1.43M | 0.00% | Add |
| Manulife Financial history | 58.29K | $1.19M | 0.00% | Reduce |
| Two Sigma Investments history | 55.20K | $1.13M | 0.00% | New |
| Janus Henderson Group history | 50.67K | $1.04M | 0.00% | Add |
| Renaissance Technologies history | 12.30K | $251.78K | 0.00% | Reduce |
| PNC Financial Services history | 7.56K | $154.84K | 0.00% | Add |
| Fidelity International (FIL) history | 5.41K | $110.76K | 0.00% | Reduce |
| T. Rowe Price Associates history | 124.01K | $2.54K | 0.00% | Add |
Q2 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 23.63M | $440.87M | 0.01% | Add |
| Vanguard Group history | 20.56M | $383.72M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 16.77M | $312.86M | 0.02% | Add |
| Geode Capital Management history | 3.35M | $62.55M | 0.00% | Add |
| Charles Schwab Investment Management history | 2.37M | $44.20M | 0.01% | Add |
| Northern Trust Corp history | 1.79M | $33.49M | 0.01% | Reduce |
| BNY Mellon history | 1.36M | $25.36M | 0.01% | Add |
| MFS Investment Management history | 1.32M | $24.57M | 0.01% | Reduce |
| Millennium Management history | 1.24M | $23.21M | 0.01% | Add |
| Prudential Financial history | 1.14M | $21.20M | 0.03% | Reduce |
| Citadel Advisors history | 1.10M | $20.59M | 0.00% | Add |
| Morgan Stanley history | 1.10M | $20.57M | 0.00% | Reduce |
| Legal & General Investment Management America history | 834.02K | $15.56M | 0.00% | Reduce |
| UBS Group AG history | 727.88K | $13.58M | 0.00% | Add |
| Bank of America Corp history | 657.24K | $12.26M | 0.00% | Add |
| Goldman Sachs Group history | 644.97K | $12.04M | 0.00% | Reduce |
| Principal Global Investors history | 623.61K | $11.64M | 0.01% | Reduce |
| Invesco Ltd history | 583.39K | $10.89M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 469.33K | $8.76M | 0.00% | Reduce |
| PSP Investments history | 428.71K | $8.00M | 0.03% | Add |
| Arrowstreet Capital history | 350.30K | $6.54M | 0.01% | Add |
| D. E. Shaw & Co history | 277.79K | $5.18M | 0.00% | Reduce |
| Citigroup Inc history | 218.96K | $4.09M | 0.00% | Reduce |
| Renaissance Technologies history | 206.00K | $3.84M | 0.01% | Reduce |
| Deutsche Bank AG history | 191.25K | $3.57M | 0.00% | Add |
| Norges Bank Investment Management history | 117.82K | $2.20M | 0.00% | Reduce |
| Franklin Resources history | 112.08K | $2.09M | 0.00% | Reduce |
| Balyasny Asset Management history | 105.37K | $1.97M | 0.00% | Reduce |
| Wells Fargo & Co history | 100.99K | $1.88M | 0.00% | Add |
| AQR Capital Management history | 96.33K | $1.80M | 0.00% | Reduce |
| Amundi US history | 83.20K | $1.58M | 0.00% | Reduce |
| Manulife Financial history | 64.07K | $1.20M | 0.00% | Reduce |
| Janus Henderson Group history | 47.70K | $890.23K | 0.00% | Reduce |
| PNC Financial Services history | 7.03K | $131.09K | 0.00% | Add |
| Fidelity International (FIL) history | 6.67K | $124.37K | 0.00% | Add |
| T. Rowe Price Associates history | 116.86K | $2.18K | 0.00% | Add |
| Lazard Asset Management history | 64.29K | $1.20K | 0.00% | New |
Q1 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 23.02M | $437.44M | 0.01% | Reduce |
| Vanguard Group history | 20.30M | $385.70M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 15.90M | $302.13M | 0.02% | Add |
| Geode Capital Management history | 3.31M | $62.81M | 0.01% | Add |
| Charles Schwab Investment Management history | 2.33M | $44.31M | 0.01% | Reduce |
| Northern Trust Corp history | 1.95M | $37.09M | 0.01% | Reduce |
| Balyasny Asset Management history | 1.84M | $34.89M | 0.06% | Add |
| Morgan Stanley history | 1.48M | $28.16M | 0.00% | Reduce |
| MFS Investment Management history | 1.38M | $26.27M | 0.01% | Add |
| BNY Mellon history | 1.34M | $25.47M | 0.01% | Reduce |
| Prudential Financial history | 1.14M | $21.73M | 0.03% | Add |
| Invesco Ltd history | 845.25K | $16.06M | 0.00% | Add |
| Legal & General Investment Management America history | 838.66K | $15.93M | 0.00% | Reduce |
| Goldman Sachs Group history | 806.00K | $15.31M | 0.00% | Reduce |
| Principal Global Investors history | 718.05K | $13.64M | 0.01% | Add |
| UBS Group AG history | 685.93K | $13.03M | 0.00% | Reduce |
| Citadel Advisors history | 651.21K | $12.37M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 518.66K | $9.85M | 0.00% | Reduce |
| Marshall Wace history | 491.28K | $9.33M | 0.01% | Reduce |
| Bank of America Corp history | 448.43K | $8.52M | 0.00% | Add |
| PSP Investments history | 397.84K | $7.56M | 0.03% | Add |
| D. E. Shaw & Co history | 379.64K | $7.21M | 0.01% | Add |
| Renaissance Technologies history | 290.30K | $5.52M | 0.01% | Add |
| Arrowstreet Capital history | 287.48K | $5.46M | 0.00% | Reduce |
| Millennium Management history | 287.08K | $5.45M | 0.00% | Reduce |
| Citigroup Inc history | 226.30K | $4.30M | 0.00% | Add |
| Franklin Resources history | 186.77K | $3.55M | 0.00% | Hold |
| Deutsche Bank AG history | 151.00K | $2.87M | 0.00% | Reduce |
| Amundi US history | 124.13K | $2.24M | 0.00% | Reduce |
| AQR Capital Management history | 111.45K | $2.10M | 0.00% | Reduce |
| Wells Fargo & Co history | 95.14K | $1.81M | 0.00% | Add |
| Manulife Financial history | 65.82K | $1.25M | 0.00% | Add |
| Janus Henderson Group history | 51.12K | $965.75K | 0.00% | Hold |
| PNC Financial Services history | 5.89K | $111.89K | 0.00% | Add |
| Fidelity International (FIL) history | 2.01K | $38.21K | 0.00% | Reduce |
| T. Rowe Price Associates history | 107.28K | $2.04K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 418.82K sh · $9.83M
- Norges Bank Investment Management 116.90K sh · $2.67M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 50.67K sh · $1.01M
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 | 22.89M | 23.04M | 24.09M | 23.72M | 23.63M | 23.02M | 23.73M | 22.03M | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 18.43M | 18.89M | 17.31M | 17.93M | 16.77M | 15.90M | 14.75M | 13.91M | 12.82M | 12.77M | 13.09M | 13.29M | 12.91M | 12.40M | 11.04M | 10.94M | 10.11M | 3.81M | 1.44M | 96 |
| Millennium Management | 3.75M | 1.36M | 1.15M | 1.35M | 1.24M | 287.08K | 774.51K | 2.09M | 753.09K | 892.61K | 100.57K | 515.75K | 662.96K | 283.77K | — | 85.62K | 132.37K | — | 11.66K | 299.41K |
| Geode Capital Management | 3.58M | 3.38M | 3.28M | 3.27M | 3.35M | 3.31M | 3.19M | 3.11M | 2.98M | 2.82M | 2.74M | 2.63M | 2.54M | 2.47M | 2.39M | 2.30M | 2.24M | 2.30M | 2.28M | 2.30M |
| Charles Schwab Investment Management | 2.66M | 2.57M | 2.51M | 2.41M | 2.37M | 2.33M | 2.35M | 2.27M | 2.17M | 2.12M | 2.13M | 2.09M | 1.97M | 1.93M | 1.88M | 1.81M | 1.70M | 1.69M | 1.64M | 1.60M |
| Northern Trust Corp | 1.79M | 1.69M | 1.67M | 1.77M | 1.79M | 1.95M | 1.97M | 1.55M | 1.48M | 1.48M | 1.53M | 1.64M | 1.64M | 1.67M | 1.68M | 1.44M | 1.60M | 1.71M | 2.08M | 2.10M |
| Morgan Stanley | 1.52M | 1.22M | 1.29M | 1.14M | 1.10M | 1.48M | 1.67M | 1.94M | 1.85M | 1.83M | 2.95M | 1.71M | 952.87K | 920.79K | 1.01M | 1.84M | 1.77M | 1.50M | 1.28M | 1.29M |
| MFS Investment Management | 1.23M | 1.29M | 1.23M | 1.27M | 1.32M | 1.38M | 1.28M | — | — | — | — | 1.03M | 5.21M | 5.86M | 5.70M | 5.67M | 5.61M | — | 4.08M | 3.84M |
| BNY Mellon | 1.10M | 1.25M | 1.18M | 1.30M | 1.36M | 1.34M | 1.70M | 1.59M | 1.81M | 1.84M | 2.09M | 2.14M | 1.88M | 1.99M | 1.97M | 2.43M | 2.43M | 2.63M | 2.81M | 2.90M |
| Wellington Management Group | 972.22K | 2.72M | 4.61M | 4.52M | — | — | — | 1.60M | 100.00K | — | — | — | — | — | — | — | — | — | — | — |
| Legal & General Investment Management America | 777.12K | 810.85K | 874.24K | 758.39K | 834.02K | 838.66K | 850.34K | 885.81K | 952.68K | 1.08M | 1.08M | 1.04M | 1.04M | 1.04M | 980.14K | 948.16K | 969.49K | 943.63K | 811.58K | 823.29K |
| Citadel Advisors | 708.73K | 2.18M | 2.43M | 1.23M | 1.10M | 651.21K | 1.67M | 2.09M | 1.39M | 183.69K | 1.63M | 462.95K | 802.31K | 2.72M | 1.14M | 153.59K | 20.38K | 65.59K | 43.13K | 95.50K |
| Goldman Sachs Group | 673.32K | 1.15M | 2.22M | 1.73M | 644.97K | 806.00K | 811.16K | 713.69K | 478.84K | 687.46K | 939.18K | 781.39K | 705.92K | 371.98K | 1.20M | 945.42K | 454.48K | 564.97K | 543.47K | 523.95K |
| Principal Global Investors | 609.12K | 612.21K | 599.89K | 607.51K | 623.61K | 718.05K | 697.22K | 650.41K | 586.19K | 610.53K | 612.80K | 633.50K | 667.53K | 708.63K | 717.64K | 765.45K | 795.23K | 824.06K | 516.29K | 568.00K |
| Invesco Ltd | 517.55K | 522.25K | 525.15K | 538.60K | 583.39K | 845.25K | 831.47K | 2.13M | 709.20K | 651.57K | 745.52K | 736.42K | 559.81K | 590.09K | 566.84K | 483.25K | 776.54K | 4.78M | 7.95M | 8.12M |
| Bank of America Corp | 489.85K | 501.65K | 385.61K | 398.53K | 657.24K | 448.43K | 316.80K | 396.87K | 409.52K | 259.87K | 379.72K | 259.18K | 431.57K | 381.75K | 405.33K | 410.48K | 289.25K | 340.57K | 234.89K | 131.41K |
| Two Sigma Investments | 485.55K | 622.35K | 203.60K | 55.20K | — | — | — | — | — | 177.83K | 71.91K | 81.46K | — | — | — | — | — | — | — | — |
| AQR Capital Management | 456.82K | 371.25K | 280.12K | 261.38K | 96.33K | 111.45K | 120.13K | 130.35K | 115.77K | 78.46K | 26.25K | 31.19K | 11.67K | 12.12K | 136.07K | 110.01K | 47.43K | 617.36K | 622.78K | 552.69K |
| Renaissance Technologies | 433.98K | 478.00K | 187.27K | 12.30K | 206.00K | 290.30K | 69.28K | 69.30K | 252.80K | 381.50K | 161.40K | 154.50K | 17.50K | 28.90K | 64.30K | 144.70K | 110.50K | 304.90K | 335.50K | 382.96K |
| PSP Investments | 432.98K | 450.60K | 436.02K | 490.69K | 428.71K | 397.84K | 311.09K | 257.45K | 261.45K | 241.14K | 244.13K | 145.40K | 208.68K | 206.55K | 213.65K | 215.28K | 204.33K | 205.51K | — | — |
▲ 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