UMBF — UMB FINL CORP
Reported value held$4.79B
Funds holding (latest)43
SectorFinancials
Funds holding (Q2 2026)33
Institutional value$3.89B · 27.81M sh
New / Add / Cut / Exit2 / 16 / 14 / 6
Top-5 / Top-10 concentration65.7% / 82.9%
Institutional holdings change
Accumulating +6.3%
(+1.65M sh)
Institutional value change
Up +34.8%
As of Q2 2026, 33 SEC-registered investment managers reported holding UMBF (UMB FINL CORP) in their latest 13F filings, with a combined reported value of $3.89B across 27.81M shares. That is +6.3% by share count (+1.65M shares) versus the previous quarter, while reported value moved +34.8%. Ownership is concentrated: the five largest holders account for 65.7% of reported value and the top ten for 82.9%.
Compared with the prior quarter, 2 opened new positions, 16 added to existing stakes, 14 trimmed, 6 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
UMBF 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 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 10.22M | $1.46B | 0.02% | Add |
| Fidelity Management & Research (FMR) history | 2.67M | $381.41M | 0.02% | Add |
| Geode Capital Management history | 2.06M | $294.83M | 0.02% | Add |
| Wellington Management Group history | 1.69M | $240.87M | 0.04% | Reduce |
| Goldman Sachs Group history | 1.24M | $177.28M | 0.02% | Add |
| Charles Schwab Investment Management history | 964.63K | $137.71M | 0.02% | Hold |
| Citadel Advisors history | 949.49K | $135.55M | 0.02% | Reduce |
| Morgan Stanley history | 939.02K | $134.05M | 0.01% | Reduce |
| Northern Trust Corp history | 926.89K | $132.32M | 0.01% | Add |
| Bank of America Corp history | 904.68K | $129.15M | 0.01% | Add |
| Norges Bank Investment Management history | 705.32K | $100.69M | 0.01% | Reduce |
| Principal Global Investors history | 694.84K | $99.19M | 0.05% | Reduce |
| BNY Mellon history | 549.24K | $78.41M | 0.01% | Reduce |
| MFS Investment Management history | 353.04K | $50.40M | 0.02% | Add |
| Franklin Resources history | 340.61K | $48.63M | 0.01% | Add |
| JPMorgan Chase & Co history | 306.50K | $43.97M | 0.01% | New |
| AQR Capital Management history | 295.89K | $41.82M | 0.01% | Add |
| Arrowstreet Capital history | 254.21K | $36.29M | 0.02% | New |
| UBS Group AG history | 208.49K | $29.76M | 0.00% | Reduce |
| Invesco Ltd history | 203.03K | $28.99M | 0.00% | Reduce |
| Wells Fargo & Co history | 171.66K | $24.51M | 0.00% | Add |
| Legal & General Investment Management America history | 95.74K | $13.67M | 0.00% | Reduce |
| Deutsche Bank AG history | 92.97K | $13.27M | 0.00% | Add |
| Millennium Management history | 75.84K | $10.83M | 0.00% | Reduce |
| Fidelity International (FIL) history | 72.58K | $10.36M | 0.01% | Reduce |
| Manulife Financial history | 68.73K | $9.81M | 0.01% | Reduce |
| Citigroup Inc history | 66.93K | $9.56M | 0.00% | Add |
| Two Sigma Investments history | 54.43K | $7.77M | 0.01% | Reduce |
| Prudential Financial history | 21.08K | $3.01M | 0.00% | Add |
| CPP Investments history | 12.70K | $1.81M | 0.00% | Add |
| PNC Financial Services history | 9.27K | $1.32M | 0.00% | Add |
| Amundi US history | 4.62K | $659.55K | 0.00% | Add |
| T. Rowe Price Associates history | 583.29K | $83.27K | 0.01% | Reduce |
Q1 2026 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 9.34M | $1.05B | 0.02% | Add |
| Wellington Management Group history | 2.71M | $305.34M | 0.06% | Add |
| Fidelity Management & Research (FMR) history | 2.42M | $273.23M | 0.01% | Reduce |
| Geode Capital Management history | 1.95M | $219.69M | 0.01% | Add |
| Citadel Advisors history | 1.08M | $121.57M | 0.02% | Reduce |
| Morgan Stanley history | 1.01M | $113.57M | 0.01% | Add |
| Charles Schwab Investment Management history | 966.74K | $109.04M | 0.02% | Add |
| Goldman Sachs Group history | 896.10K | $101.07M | 0.01% | Add |
| Northern Trust Corp history | 880.35K | $99.29M | 0.01% | Add |
| Principal Global Investors history | 712.86K | $80.40M | 0.04% | Reduce |
| Bank of America Corp history | 695.28K | $78.42M | 0.01% | Add |
| BNY Mellon history | 552.72K | $62.34M | 0.01% | Hold |
| MFS Investment Management history | 339.70K | $38.31M | 0.01% | Reduce |
| Franklin Resources history | 314.14K | $35.43M | 0.01% | Reduce |
| UBS Group AG history | 292.83K | $33.03M | 0.01% | Reduce |
| Invesco Ltd history | 274.34K | $30.94M | 0.01% | Reduce |
| AQR Capital Management history | 192.66K | $21.50M | 0.01% | Add |
| Millennium Management history | 159.82K | $18.03M | 0.01% | New |
| Wells Fargo & Co history | 138.30K | $15.60M | 0.00% | Reduce |
| Legal & General Investment Management America history | 97.24K | $10.97M | 0.00% | Reduce |
| Deutsche Bank AG history | 80.60K | $9.09M | 0.00% | Reduce |
| Fidelity International (FIL) history | 76.18K | $8.59M | 0.01% | Add |
| Manulife Financial history | 69.34K | $7.82M | 0.01% | Reduce |
| Two Sigma Investments history | 61.84K | $6.97M | 0.01% | Reduce |
| Renaissance Technologies history | 59.17K | $6.67M | 0.01% | Reduce |
| Citigroup Inc history | 47.88K | $5.40M | 0.00% | Reduce |
| Point72 Asset Management history | 45.50K | $5.13M | 0.01% | New |
| Janus Henderson Group history | 33.00K | $3.72M | 0.00% | Hold |
| D. E. Shaw & Co history | 24.55K | $2.77M | 0.00% | New |
| Prudential Financial history | 14.29K | $1.61M | 0.00% | Reduce |
| PNC Financial Services history | 8.24K | $928.94K | 0.00% | Reduce |
| Balyasny Asset Management history | 5.12K | $577.49K | 0.00% | Reduce |
| Amundi US history | 4.03K | $454.20K | 0.00% | Add |
| CPP Investments history | 2.60K | $293.25K | 0.00% | Reduce |
| Marshall Wace history | 2.40K | $270.70K | 0.00% | New |
| T. Rowe Price Associates history | 607.31K | $68.50K | 0.01% | Add |
Q4 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 9.12M | $1.05B | 0.02% | Add |
| Vanguard Group history | 7.68M | $884.06M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 2.64M | $303.19M | 0.02% | Add |
| Wellington Management Group history | 2.59M | $298.04M | 0.05% | Reduce |
| Geode Capital Management history | 1.91M | $219.53M | 0.01% | Add |
| Citadel Advisors history | 1.24M | $142.78M | 0.02% | Add |
| Charles Schwab Investment Management history | 960.83K | $110.53M | 0.02% | Reduce |
| Northern Trust Corp history | 853.30K | $98.16M | 0.01% | Reduce |
| Morgan Stanley history | 816.38K | $93.92M | 0.01% | Add |
| Goldman Sachs Group history | 806.42K | $92.77M | 0.01% | Reduce |
| Norges Bank Investment Management history | 746.57K | $85.89M | 0.01% | Reduce |
| Principal Global Investors history | 727.02K | $83.64M | 0.04% | Reduce |
| Bank of America Corp history | 649.73K | $74.74M | 0.01% | Reduce |
| BNY Mellon history | 553.54K | $63.68M | 0.01% | Reduce |
| Balyasny Asset Management history | 422.06K | $48.55M | 0.06% | Add |
| JPMorgan Chase & Co history | 369.06K | $42.46M | 0.01% | Add |
| MFS Investment Management history | 353.24K | $40.64M | 0.01% | Reduce |
| UBS Group AG history | 352.79K | $40.58M | 0.01% | Reduce |
| Franklin Resources history | 346.70K | $39.88M | 0.01% | Add |
| Invesco Ltd history | 283.11K | $32.57M | 0.01% | Add |
| Wells Fargo & Co history | 205.65K | $23.66M | 0.00% | Add |
| AQR Capital Management history | 149.47K | $17.20M | 0.01% | Reduce |
| Renaissance Technologies history | 139.27K | $16.02M | 0.03% | Add |
| Legal & General Investment Management America history | 113.68K | $13.08M | 0.00% | Reduce |
| Deutsche Bank AG history | 89.72K | $10.32M | 0.00% | Reduce |
| Manulife Financial history | 72.64K | $8.36M | 0.01% | Reduce |
| Two Sigma Investments history | 69.93K | $8.04M | 0.01% | Add |
| Citigroup Inc history | 61.92K | $7.12M | 0.00% | Add |
| Fidelity International (FIL) history | 45.00K | $5.18M | 0.00% | New |
| Janus Henderson Group history | 33.00K | $3.80M | 0.00% | Hold |
| Prudential Financial history | 26.25K | $3.02M | 0.00% | Add |
| PNC Financial Services history | 8.80K | $1.01M | 0.00% | Reduce |
| CPP Investments history | 7.80K | $897.31K | 0.00% | New |
| Amundi US history | 2.09K | $240.43K | 0.00% | New |
| T. Rowe Price Associates history | 486.07K | $55.92K | 0.01% | Add |
Q3 2025 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 9.04M | $1.07B | 0.02% | Hold |
| Vanguard Group history | 7.77M | $919.44M | 0.01% | Reduce |
| Wellington Management Group history | 3.10M | $366.74M | 0.07% | Add |
| Fidelity Management & Research (FMR) history | 2.25M | $266.00M | 0.01% | Add |
| Geode Capital Management history | 1.87M | $221.92M | 0.01% | Add |
| Charles Schwab Investment Management history | 974.50K | $115.33M | 0.02% | Add |
| Northern Trust Corp history | 929.16K | $109.97M | 0.01% | Hold |
| Citadel Advisors history | 882.85K | $104.48M | 0.02% | Reduce |
| Goldman Sachs Group history | 844.44K | $99.94M | 0.01% | Reduce |
| Principal Global Investors history | 751.28K | $88.91M | 0.04% | Reduce |
| Morgan Stanley history | 725.69K | $85.89M | 0.01% | Add |
| Bank of America Corp history | 713.66K | $84.46M | 0.01% | Reduce |
| BNY Mellon history | 571.54K | $67.64M | 0.01% | Reduce |
| UBS Group AG history | 378.86K | $44.84M | 0.01% | Add |
| MFS Investment Management history | 365.70K | $43.28M | 0.01% | Reduce |
| Franklin Resources history | 319.91K | $37.86M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 316.94K | $37.51M | 0.01% | Hold |
| Invesco Ltd history | 259.55K | $30.72M | 0.01% | Reduce |
| AQR Capital Management history | 188.18K | $22.27M | 0.01% | Add |
| Wells Fargo & Co history | 181.71K | $21.51M | 0.00% | Add |
| Legal & General Investment Management America history | 132.88K | $15.73M | 0.00% | Reduce |
| Renaissance Technologies history | 108.07K | $12.79M | 0.02% | Reduce |
| Deutsche Bank AG history | 105.26K | $12.46M | 0.00% | Reduce |
| Manulife Financial history | 75.79K | $8.97M | 0.01% | Reduce |
| Citigroup Inc history | 60.46K | $7.16M | 0.00% | Reduce |
| Two Sigma Investments history | 38.70K | $4.58M | 0.01% | Reduce |
| Millennium Management history | 34.05K | $4.03M | 0.00% | Reduce |
| Balyasny Asset Management history | 33.81K | $4.00M | 0.01% | Add |
| Janus Henderson Group history | 33.00K | $3.91M | 0.00% | Add |
| Prudential Financial history | 19.98K | $2.36M | 0.00% | Reduce |
| PNC Financial Services history | 10.37K | $1.23M | 0.00% | Add |
| Bridgewater Associates history | 8.44K | $999.11K | 0.00% | New |
| Marshall Wace history | 5.53K | $654.83K | 0.00% | New |
| T. Rowe Price Associates history | 247.89K | $29.34K | 0.00% | Add |
Q2 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 9.08M | $955.25M | 0.02% | Add |
| Vanguard Group history | 7.86M | $826.92M | 0.01% | Add |
| Wellington Management Group history | 2.35M | $246.84M | 0.05% | Reduce |
| Fidelity Management & Research (FMR) history | 2.22M | $233.44M | 0.01% | Add |
| Geode Capital Management history | 1.85M | $194.17M | 0.01% | Add |
| Citadel Advisors history | 1.11M | $116.99M | 0.02% | Reduce |
| Northern Trust Corp history | 932.99K | $98.11M | 0.01% | Add |
| Norges Bank Investment Management history | 892.25K | $93.83M | 0.01% | Add |
| Goldman Sachs Group history | 879.28K | $92.46M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 805.46K | $84.70M | 0.01% | Reduce |
| Principal Global Investors history | 776.88K | $81.70M | 0.04% | Reduce |
| Bank of America Corp history | 755.99K | $79.50M | 0.01% | Reduce |
| BNY Mellon history | 575.78K | $60.55M | 0.01% | Add |
| Morgan Stanley history | 553.81K | $58.24M | 0.00% | Add |
| Invesco Ltd history | 487.24K | $51.24M | 0.01% | Add |
| MFS Investment Management history | 390.65K | $41.08M | 0.01% | Reduce |
| UBS Group AG history | 336.92K | $35.43M | 0.01% | Reduce |
| Franklin Resources history | 336.07K | $35.34M | 0.01% | Add |
| JPMorgan Chase & Co history | 315.38K | $33.17M | 0.01% | Reduce |
| Renaissance Technologies history | 256.07K | $26.93M | 0.04% | Reduce |
| AQR Capital Management history | 184.15K | $19.37M | 0.02% | Reduce |
| Wells Fargo & Co history | 174.31K | $18.33M | 0.00% | Add |
| Deutsche Bank AG history | 162.57K | $17.10M | 0.01% | Reduce |
| Millennium Management history | 149.70K | $15.74M | 0.01% | Reduce |
| Legal & General Investment Management America history | 139.59K | $14.68M | 0.00% | Add |
| Two Sigma Investments history | 121.85K | $12.81M | 0.02% | Reduce |
| Point72 Asset Management history | 121.11K | $12.74M | 0.03% | Reduce |
| Citigroup Inc history | 88.93K | $9.35M | 0.01% | Reduce |
| Manulife Financial history | 79.08K | $8.32M | 0.01% | Add |
| Prudential Financial history | 60.76K | $6.39M | 0.01% | Add |
| Janus Henderson Group history | 31.01K | $3.26M | 0.00% | Reduce |
| Balyasny Asset Management history | 10.62K | $1.12M | 0.00% | Reduce |
| PNC Financial Services history | 8.46K | $889.17K | 0.00% | Add |
| T. Rowe Price Associates history | 234.74K | $24.69K | 0.00% | Add |
| Lazard Asset Management history | 1.20K | $126 | 0.00% | Reduce |
Q1 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 8.83M | $892.83M | 0.02% | Add |
| Vanguard Group history | 7.33M | $741.34M | 0.01% | Add |
| Wellington Management Group history | 2.41M | $243.36M | 0.05% | Add |
| Citadel Advisors history | 2.00M | $201.82M | 0.04% | Reduce |
| Geode Capital Management history | 1.73M | $174.63M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 1.08M | $109.27M | 0.01% | Add |
| Goldman Sachs Group history | 936.68K | $94.70M | 0.02% | Reduce |
| Northern Trust Corp history | 916.96K | $92.71M | 0.01% | Add |
| Principal Global Investors history | 839.77K | $84.90M | 0.05% | Add |
| Bank of America Corp history | 820.30K | $82.93M | 0.01% | Add |
| Charles Schwab Investment Management history | 813.76K | $82.27M | 0.01% | Add |
| BNY Mellon history | 546.48K | $55.25M | 0.01% | Add |
| Morgan Stanley history | 494.80K | $50.02M | 0.00% | Add |
| Millennium Management history | 485.75K | $49.11M | 0.03% | Reduce |
| UBS Group AG history | 441.94K | $44.68M | 0.01% | Add |
| MFS Investment Management history | 412.90K | $41.74M | 0.01% | Reduce |
| Invesco Ltd history | 399.59K | $40.40M | 0.01% | Add |
| JPMorgan Chase & Co history | 389.16K | $39.34M | 0.01% | Reduce |
| Franklin Resources history | 317.11K | $32.06M | 0.01% | Add |
| Renaissance Technologies history | 268.09K | $27.10M | 0.04% | Add |
| Deutsche Bank AG history | 242.78K | $24.55M | 0.01% | Add |
| AQR Capital Management history | 216.10K | $21.47M | 0.02% | Reduce |
| Wells Fargo & Co history | 153.34K | $15.50M | 0.00% | Add |
| Balyasny Asset Management history | 147.47K | $14.91M | 0.03% | New |
| Legal & General Investment Management America history | 138.36K | $13.99M | 0.00% | Add |
| Point72 Asset Management history | 137.16K | $13.87M | 0.03% | Reduce |
| Two Sigma Investments history | 125.29K | $12.67M | 0.03% | Reduce |
| Citigroup Inc history | 105.89K | $10.71M | 0.01% | Add |
| Manulife Financial history | 78.34K | $7.92M | 0.01% | Add |
| Janus Henderson Group history | 48.33K | $4.84M | 0.00% | Add |
| Prudential Financial history | 15.86K | $1.60M | 0.00% | Reduce |
| PNC Financial Services history | 8.06K | $815.28K | 0.00% | Add |
| T. Rowe Price Associates history | 220.94K | $22.34K | 0.00% | Add |
| Amundi US history | 4 | $364 | 0.00% | Hold |
| Lazard Asset Management history | 1.24K | $125 | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 306.50K sh · $43.97M
- Arrowstreet Capital 254.21K sh · $36.29M
Fully Exited (vs previous quarter)
- Renaissance Technologies sold 59.17K sh · $6.67M
- Point72 Asset Management sold 45.50K sh · $5.13M
- Janus Henderson Group sold 33.00K sh · $3.72M
- D. E. Shaw & Co sold 24.55K sh · $2.77M
- Balyasny Asset Management sold 5.12K sh · $577.49K
- Marshall Wace sold 2.40K sh · $270.70K
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 | 10.22M | 9.34M | 9.12M | 9.04M | 9.08M | 8.83M | 6.05M | 5.92M | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 2.67M | 2.42M | 2.64M | 2.25M | 2.22M | 1.08M | 790.53K | 949.69K | 924.89K | 312.44K | 267.55K | 250.03K | 272.50K | 285.27K | 720.86K | 701.64K | 738.23K | 779.19K | 698.13K | 695.93K |
| Geode Capital Management | 2.06M | 1.95M | 1.91M | 1.87M | 1.85M | 1.73M | 1.11M | 1.11M | 1.09M | 1.04M | 1.00M | 960.09K | 923.44K | 883.61K | 851.43K | 813.32K | 803.19K | 805.48K | 801.49K | 773.52K |
| Wellington Management Group | 1.69M | 2.71M | 2.59M | 3.10M | 2.35M | 2.41M | 2.02M | 1.92M | 2.60M | 1.90M | 1.62M | 2.59M | 1.49M | 1.02M | 490.33K | 820.59K | 872.57K | 910.19K | 1.11M | 1.26M |
| Goldman Sachs Group | 1.24M | 896.10K | 806.42K | 844.44K | 879.28K | 936.68K | 1.01M | 580.03K | 592.85K | 363.88K | 388.38K | 448.54K | 2.60M | 347.92K | 249.66K | 394.94K | 462.36K | 226.18K | 171.84K | 169.13K |
| Charles Schwab Investment Management | 964.63K | 966.74K | 960.83K | 974.50K | 805.46K | 813.76K | 563.76K | 580.17K | 556.05K | 551.06K | 526.75K | 511.01K | 502.70K | 482.99K | 478.28K | 462.09K | 429.17K | 425.93K | 413.43K | 408.40K |
| Citadel Advisors | 949.49K | 1.08M | 1.24M | 882.85K | 1.11M | 2.00M | 2.02M | 2.16M | 2.20M | 22.67K | 293.45K | 68.46K | 19.92K | 123.34K | 32.70K | — | 5.69K | 64.99K | 63.63K | 119.28K |
| Morgan Stanley | 939.02K | 1.01M | 816.38K | 725.69K | 553.81K | 494.80K | 373.13K | 364.49K | 394.92K | 327.69K | 387.67K | 333.86K | 261.83K | 245.33K | 155.68K | 159.93K | 126.61K | 84.72K | 67.37K | 59.58K |
| Northern Trust Corp | 926.89K | 880.35K | 853.30K | 929.16K | 932.99K | 916.96K | 637.07K | 548.37K | 560.16K | 533.63K | 620.25K | 640.61K | 651.03K | 557.01K | 560.73K | 562.01K | 776.00K | 807.13K | 836.30K | 850.11K |
| Bank of America Corp | 904.68K | 695.28K | 649.73K | 713.66K | 755.99K | 820.30K | 429.92K | 596.31K | 444.73K | 297.57K | 293.86K | 232.93K | 236.14K | 330.13K | 283.31K | 270.79K | 305.02K | 363.86K | 390.08K | 354.21K |
| Norges Bank Investment Management | 705.32K | — | 746.57K | — | 892.25K | — | 140.31K | — | 270.80K | — | 471.28K | — | — | — | 445.20K | — | — | — | — | — |
| Principal Global Investors | 694.84K | 712.86K | 727.02K | 751.28K | 776.88K | 839.77K | 805.19K | 866.85K | 172.10K | 187.59K | 163.21K | 164.19K | 165.39K | 172.79K | 169.25K | 169.24K | 167.47K | 190.83K | 212.89K | 201.88K |
| BNY Mellon | 549.24K | 552.72K | 553.54K | 571.54K | 575.78K | 546.48K | 451.14K | 483.97K | 576.20K | 875.64K | 957.26K | 931.65K | 884.30K | 761.24K | 667.38K | 680.61K | 684.97K | 774.25K | 851.96K | 886.78K |
| MFS Investment Management | 353.04K | 339.70K | 353.24K | 365.70K | 390.65K | 412.90K | 463.55K | 503.39K | 517.62K | 427.32K | 428.93K | 307.83K | 310.94K | 349.71K | 730.90K | 724.62K | 711.64K | — | 790.09K | 834.08K |
| Franklin Resources | 340.61K | 314.14K | 346.70K | 319.91K | 336.07K | 317.11K | 308.54K | 282.36K | 286.06K | 60.92K | 11.63K | 11.62K | 11.83K | — | — | 2.40K | 2.33K | 2.20K | 2.53K | 2.25K |
| JPMorgan Chase & Co | 306.50K | — | 369.06K | 316.94K | 315.38K | 389.16K | 415.61K | 317.18K | 363.57K | 209.33K | 174.61K | 137.53K | 159.99K | 97.83K | 223.15K | 352.01K | 420.69K | 341.88K | 373.12K | 362.62K |
| AQR Capital Management | 295.89K | 192.66K | 149.47K | 188.18K | 184.15K | 216.10K | 394.60K | 359.69K | 299.27K | 196.80K | 187.28K | 173.76K | 32.22K | 98.02K | 206.42K | 184.24K | 214.88K | 293.73K | 260.79K | 265.34K |
| Arrowstreet Capital | 254.21K | — | — | — | — | — | — | — | — | 20.37K | 28.96K | — | — | 64.40K | — | 18.20K | 15.07K | — | — | — |
| UBS Group AG | 208.49K | 292.83K | 352.79K | 378.86K | 336.92K | 441.94K | 276.01K | 255.28K | 219.05K | 52.76K | 69.66K | 60.91K | 20.43K | 34.61K | 28.49K | 7.86K | 16.12K | 27.19K | 180.36K | 34.12K |
| Invesco Ltd | 203.03K | 274.34K | 283.11K | 259.55K | 487.24K | 399.59K | 309.98K | 235.94K | 112.75K | 86.06K | 98.10K | 93.82K | 93.30K | 236.95K | 93.73K | 135.40K | 192.51K | 200.23K | 198.61K | 171.09K |
▲ 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