UVV — UNIVERSAL CORP VA MTNS BK EN
Reported value held$672.17M
Funds holding (latest)41
SectorIndustrials
Funds holding (Q2 2026)32
Institutional value$509.49M · 9.80M sh
New / Add / Cut / Exit1 / 19 / 12 / 3
Top-5 / Top-10 concentration62.7% / 80.6%
Institutional holdings change
Accumulating +5.9%
(+549.56K sh)
Institutional value change
Up +4.8%
As of Q2 2026, 32 SEC-registered investment managers reported holding UVV (UNIVERSAL CORP VA MTNS BK EN) in their latest 13F filings, with a combined reported value of $509.49M across 9.80M shares. That is +5.9% by share count (+549.56K shares) versus the previous quarter, while reported value moved +4.8%. Ownership is concentrated: the five largest holders account for 62.7% of reported value and the top ten for 80.6%.
Compared with the prior quarter, 1 opened new positions, 19 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.
UVV is classified in the Industrials 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 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.90M | $203.24M | 0.00% | Add |
| Invesco Ltd history | 752.73K | $39.27M | 0.00% | Reduce |
| Geode Capital Management history | 648.15K | $33.82M | 0.00% | Add |
| Charles Schwab Investment Management history | 424.68K | $22.16M | 0.00% | Reduce |
| Prudential Financial history | 402.34K | $20.99M | 0.02% | Reduce |
| Morgan Stanley history | 366.37K | $19.11M | 0.00% | Add |
| Pzena Investment Management history | 363.48K | $18.96M | 0.06% | Add |
| Two Sigma Investments history | 358.45K | $18.70M | 0.01% | Reduce |
| BNY Mellon history | 342.65K | $17.88M | 0.00% | Add |
| D. E. Shaw & Co history | 320.25K | $16.71M | 0.01% | Add |
| Northern Trust Corp history | 271.90K | $14.19M | 0.00% | Add |
| Millennium Management history | 271.48K | $14.16M | 0.01% | Add |
| UBS Group AG history | 263.79K | $13.76M | 0.00% | Add |
| Citadel Advisors history | 134.86K | $7.04M | 0.00% | Reduce |
| Point72 Asset Management history | 134.76K | $7.03M | 0.01% | Add |
| Goldman Sachs Group history | 131.20K | $6.84M | 0.00% | Add |
| Principal Global Investors history | 120.45K | $6.28M | 0.00% | Reduce |
| Franklin Resources history | 109.68K | $5.72M | 0.00% | Add |
| PSP Investments history | 85.52K | $4.46M | 0.01% | Reduce |
| AQR Capital Management history | 72.12K | $3.76M | 0.00% | Add |
| Bank of America Corp history | 56.99K | $2.97M | 0.00% | Reduce |
| Legal & General Investment Management America history | 56.48K | $2.95M | 0.00% | Add |
| Wells Fargo & Co history | 49.67K | $2.59M | 0.00% | Add |
| JPMorgan Chase & Co history | 44.48K | $2.41M | 0.00% | New |
| Deutsche Bank AG history | 28.12K | $1.47M | 0.00% | Reduce |
| Citigroup Inc history | 16.13K | $841.66K | 0.00% | Add |
| Renaissance Technologies history | 13.48K | $703.20K | 0.00% | Reduce |
| Manulife Financial history | 10.02K | $522.69K | 0.00% | Reduce |
| Balyasny Asset Management history | 9.84K | $513.20K | 0.00% | Reduce |
| PNC Financial Services history | 5.10K | $265.96K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 3.01K | $156.94K | 0.00% | Add |
| T. Rowe Price Associates history | 38.08K | $1.99K | 0.00% | Add |
Q1 2026 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.81M | $200.68M | 0.00% | Add |
| Invesco Ltd history | 827.38K | $43.60M | 0.01% | Reduce |
| Geode Capital Management history | 603.69K | $31.82M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 478.02K | $25.19M | 0.00% | Reduce |
| Two Sigma Investments history | 433.45K | $22.84M | 0.02% | Add |
| Prudential Financial history | 409.96K | $21.60M | 0.03% | Add |
| Morgan Stanley history | 364.40K | $19.20M | 0.00% | Reduce |
| BNY Mellon history | 333.42K | $17.57M | 0.00% | Reduce |
| Pzena Investment Management history | 329.49K | $17.36M | 0.06% | Add |
| Northern Trust Corp history | 250.00K | $13.17M | 0.00% | Add |
| Citadel Advisors history | 220.92K | $11.64M | 0.00% | Add |
| D. E. Shaw & Co history | 173.77K | $9.16M | 0.01% | Reduce |
| Goldman Sachs Group history | 121.63K | $6.41M | 0.00% | Add |
| Principal Global Investors history | 121.11K | $6.38M | 0.00% | Add |
| UBS Group AG history | 107.83K | $5.68M | 0.00% | Reduce |
| Franklin Resources history | 107.61K | $5.67M | 0.00% | Add |
| PSP Investments history | 89.16K | $4.70M | 0.01% | Reduce |
| Renaissance Technologies history | 80.07K | $4.22M | 0.01% | New |
| Bank of America Corp history | 65.91K | $3.47M | 0.00% | Add |
| Legal & General Investment Management America history | 55.47K | $2.92M | 0.00% | Reduce |
| Point72 Asset Management history | 46.07K | $2.43M | 0.00% | New |
| AQR Capital Management history | 38.46K | $2.03M | 0.00% | Reduce |
| Wells Fargo & Co history | 34.99K | $1.84M | 0.00% | Reduce |
| Millennium Management history | 28.76K | $1.52M | 0.00% | Reduce |
| Deutsche Bank AG history | 28.37K | $1.49M | 0.00% | Add |
| Balyasny Asset Management history | 19.88K | $1.05M | 0.00% | Add |
| Janus Henderson Group history | 10.76K | $567.59K | 0.00% | Hold |
| Manulife Financial history | 10.33K | $544.55K | 0.00% | Reduce |
| Citigroup Inc history | 7.38K | $389.14K | 0.00% | Reduce |
| Lazard Asset Management history | 5.91K | $311.35K | 0.00% | Reduce |
| CPP Investments history | 3.80K | $200.26K | 0.00% | Add |
| PNC Financial Services history | 2.79K | $146.93K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 2.03K | $106.95K | 0.00% | Reduce |
| T. Rowe Price Associates history | 31.75K | $1.67K | 0.00% | Add |
Q4 2025 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.78M | $199.36M | 0.00% | Add |
| Vanguard Group history | 2.98M | $157.40M | 0.00% | Add |
| Invesco Ltd history | 853.72K | $45.03M | 0.01% | Add |
| Geode Capital Management history | 624.38K | $32.94M | 0.00% | Add |
| Charles Schwab Investment Management history | 524.94K | $27.69M | 0.00% | Reduce |
| Morgan Stanley history | 366.91K | $19.35M | 0.00% | Hold |
| BNY Mellon history | 355.55K | $18.76M | 0.00% | Reduce |
| Prudential Financial history | 345.60K | $18.23M | 0.02% | Add |
| Pzena Investment Management history | 327.68K | $17.29M | 0.05% | Reduce |
| UBS Group AG history | 312.79K | $16.50M | 0.00% | Add |
| Two Sigma Investments history | 258.40K | $13.63M | 0.02% | Hold |
| Northern Trust Corp history | 238.92K | $12.60M | 0.00% | Reduce |
| D. E. Shaw & Co history | 178.62K | $9.42M | 0.01% | Reduce |
| Millennium Management history | 163.78K | $8.64M | 0.00% | Reduce |
| Citadel Advisors history | 120.15K | $6.34M | 0.00% | Reduce |
| Principal Global Investors history | 118.74K | $6.26M | 0.00% | Reduce |
| PSP Investments history | 105.87K | $5.58M | 0.02% | Reduce |
| Goldman Sachs Group history | 90.38K | $4.77M | 0.00% | Reduce |
| Legal & General Investment Management America history | 62.95K | $3.32M | 0.00% | Reduce |
| Bank of America Corp history | 54.39K | $2.87M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 49.78K | $2.63M | 0.00% | Add |
| Wells Fargo & Co history | 49.25K | $2.60M | 0.00% | Add |
| AQR Capital Management history | 38.91K | $2.05M | 0.00% | Add |
| Deutsche Bank AG history | 20.03K | $1.06M | 0.00% | Add |
| Citigroup Inc history | 11.43K | $603.14K | 0.00% | Reduce |
| Franklin Resources history | 11.30K | $595.97K | 0.00% | Add |
| Janus Henderson Group history | 10.76K | $567.43K | 0.00% | Hold |
| Manulife Financial history | 10.56K | $557.25K | 0.00% | Reduce |
| Lazard Asset Management history | 8.00K | $421.89K | 0.00% | Reduce |
| Balyasny Asset Management history | 5.03K | $265.23K | 0.00% | Reduce |
| CPP Investments history | 3.40K | $179.35K | 0.00% | Add |
| PNC Financial Services history | 3.11K | $164.26K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 2.45K | $129.02K | 0.00% | Reduce |
| T. Rowe Price Associates history | 28.50K | $1.50K | 0.00% | Add |
Q3 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.69M | $206.28M | 0.00% | Add |
| Vanguard Group history | 2.95M | $164.73M | 0.00% | Hold |
| Invesco Ltd history | 815.80K | $45.58M | 0.01% | Add |
| Geode Capital Management history | 618.54K | $34.56M | 0.00% | Add |
| Charles Schwab Investment Management history | 544.13K | $30.40M | 0.01% | Reduce |
| Morgan Stanley history | 367.71K | $20.54M | 0.00% | Reduce |
| BNY Mellon history | 362.70K | $20.26M | 0.00% | Reduce |
| Pzena Investment Management history | 337.50K | $18.86M | 0.06% | Reduce |
| Prudential Financial history | 298.10K | $16.65M | 0.02% | Add |
| Millennium Management history | 279.06K | $15.59M | 0.01% | Add |
| Two Sigma Investments history | 257.35K | $14.38M | 0.02% | Add |
| Northern Trust Corp history | 253.04K | $14.14M | 0.00% | Reduce |
| Citadel Advisors history | 235.69K | $13.17M | 0.00% | Add |
| D. E. Shaw & Co history | 183.31K | $10.24M | 0.01% | Add |
| UBS Group AG history | 157.54K | $8.80M | 0.00% | Add |
| Principal Global Investors history | 120.10K | $6.71M | 0.00% | Reduce |
| PSP Investments history | 111.08K | $6.21M | 0.02% | Add |
| Goldman Sachs Group history | 91.46K | $5.11M | 0.00% | Reduce |
| Bank of America Corp history | 70.17K | $3.92M | 0.00% | Add |
| Legal & General Investment Management America history | 67.43K | $3.77M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 44.38K | $2.48M | 0.00% | Reduce |
| Arrowstreet Capital history | 40.75K | $2.28M | 0.00% | Reduce |
| Wells Fargo & Co history | 38.05K | $2.13M | 0.00% | Add |
| AQR Capital Management history | 30.49K | $1.70M | 0.00% | Add |
| Balyasny Asset Management history | 24.94K | $1.39M | 0.00% | Add |
| Lazard Asset Management history | 22.48K | $1.26M | 0.00% | Add |
| Deutsche Bank AG history | 19.19K | $1.07M | 0.00% | Add |
| Citigroup Inc history | 17.06K | $952.92K | 0.00% | Reduce |
| Manulife Financial history | 11.35K | $634.29K | 0.00% | Reduce |
| Franklin Resources history | 10.84K | $605.69K | 0.00% | Add |
| Janus Henderson Group history | 10.76K | $601.16K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 3.82K | $213.51K | 0.00% | Reduce |
| PNC Financial Services history | 2.89K | $161.30K | 0.00% | Reduce |
| CPP Investments history | 1.00K | $55.87K | 0.00% | New |
| T. Rowe Price Associates history | 27.74K | $1.55K | 0.00% | Add |
Q2 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.62M | $211.09M | 0.00% | Reduce |
| Vanguard Group history | 2.96M | $172.54M | 0.00% | Add |
| Invesco Ltd history | 673.36K | $39.22M | 0.01% | Reduce |
| Geode Capital Management history | 579.32K | $33.75M | 0.00% | Hold |
| Charles Schwab Investment Management history | 552.33K | $32.17M | 0.01% | Reduce |
| Pzena Investment Management history | 496.98K | $28.94M | 0.09% | Reduce |
| Morgan Stanley history | 381.95K | $22.25M | 0.00% | Add |
| BNY Mellon history | 380.35K | $22.15M | 0.00% | Add |
| Northern Trust Corp history | 278.38K | $16.21M | 0.00% | Reduce |
| Two Sigma Investments history | 192.06K | $11.19M | 0.02% | Add |
| D. E. Shaw & Co history | 171.78K | $10.00M | 0.01% | Add |
| UBS Group AG history | 133.25K | $7.76M | 0.00% | Reduce |
| Prudential Financial history | 130.71K | $7.61M | 0.01% | Add |
| Arrowstreet Capital history | 123.60K | $7.20M | 0.01% | Add |
| Principal Global Investors history | 122.51K | $7.14M | 0.00% | Hold |
| Citadel Advisors history | 103.09K | $6.00M | 0.00% | Add |
| JPMorgan Chase & Co history | 98.14K | $5.72M | 0.00% | Add |
| Goldman Sachs Group history | 93.51K | $5.45M | 0.00% | Reduce |
| PSP Investments history | 84.28K | $4.91M | 0.02% | Add |
| Legal & General Investment Management America history | 69.16K | $4.03M | 0.00% | Add |
| Bank of America Corp history | 48.74K | $2.84M | 0.00% | Reduce |
| Wells Fargo & Co history | 33.50K | $1.95M | 0.00% | Add |
| Citigroup Inc history | 28.18K | $1.64M | 0.00% | Reduce |
| AQR Capital Management history | 21.46K | $1.25M | 0.00% | Reduce |
| Balyasny Asset Management history | 17.79K | $1.04M | 0.00% | New |
| Millennium Management history | 16.66K | $970.22K | 0.00% | New |
| Deutsche Bank AG history | 16.59K | $966.14K | 0.00% | Reduce |
| Marshall Wace history | 15.09K | $878.96K | 0.00% | Reduce |
| Renaissance Technologies history | 13.81K | $804.35K | 0.00% | Reduce |
| Point72 Asset Management history | 12.05K | $701.81K | 0.00% | New |
| Manulife Financial history | 12.02K | $700.22K | 0.00% | Hold |
| Janus Henderson Group history | 10.76K | $626.89K | 0.00% | Hold |
| Franklin Resources history | 9.76K | $568.37K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 5.07K | $295.24K | 0.00% | Add |
| PNC Financial Services history | 2.96K | $172.56K | 0.00% | Add |
| T. Rowe Price Associates history | 26.55K | $1.55K | 0.00% | Add |
| Lazard Asset Management history | 21.17K | $1.23K | 0.00% | Add |
Q1 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.77M | $211.24M | 0.01% | Reduce |
| Vanguard Group history | 2.93M | $164.21M | 0.00% | Add |
| Invesco Ltd history | 996.87K | $55.87M | 0.01% | Hold |
| Pzena Investment Management history | 911.83K | $51.11M | 0.18% | Hold |
| Charles Schwab Investment Management history | 582.53K | $32.65M | 0.01% | Add |
| Geode Capital Management history | 581.82K | $32.62M | 0.00% | Add |
| BNY Mellon history | 376.39K | $21.10M | 0.00% | Reduce |
| UBS Group AG history | 354.93K | $19.89M | 0.00% | Hold |
| Goldman Sachs Group history | 342.31K | $19.19M | 0.00% | Reduce |
| Morgan Stanley history | 338.95K | $19.00M | 0.00% | Add |
| Northern Trust Corp history | 283.27K | $15.88M | 0.00% | Reduce |
| Prudential Financial history | 124.91K | $7.00M | 0.01% | Add |
| Principal Global Investors history | 122.92K | $6.89M | 0.00% | Add |
| JPMorgan Chase & Co history | 84.34K | $4.73M | 0.00% | Reduce |
| PSP Investments history | 78.30K | $4.39M | 0.02% | Add |
| Bank of America Corp history | 68.80K | $3.86M | 0.00% | Hold |
| Legal & General Investment Management America history | 66.00K | $3.70M | 0.00% | Reduce |
| D. E. Shaw & Co history | 54.90K | $3.08M | 0.00% | Hold |
| Two Sigma Investments history | 46.02K | $2.58M | 0.01% | Add |
| Citigroup Inc history | 40.55K | $2.27M | 0.00% | Reduce |
| Renaissance Technologies history | 32.31K | $1.81M | 0.00% | Reduce |
| Wells Fargo & Co history | 30.29K | $1.70M | 0.00% | Reduce |
| Citadel Advisors history | 26.80K | $1.50M | 0.00% | Reduce |
| AQR Capital Management history | 24.79K | $1.39M | 0.00% | Add |
| Marshall Wace history | 21.34K | $1.20M | 0.00% | New |
| Deutsche Bank AG history | 19.66K | $1.10M | 0.00% | Reduce |
| Manulife Financial history | 12.07K | $676.69K | 0.00% | Add |
| Franklin Resources history | 10.83K | $607.19K | 0.00% | Reduce |
| Janus Henderson Group history | 10.76K | $603.05K | 0.00% | Hold |
| Arrowstreet Capital history | 9.37K | $525.36K | 0.00% | New |
| Royce & Associates history | 6.80K | $380.92K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 3.80K | $213.05K | 0.00% | Add |
| PNC Financial Services history | 2.63K | $147.30K | 0.00% | Reduce |
| T. Rowe Price Associates history | 25.39K | $1.42K | 0.00% | Add |
| Lazard Asset Management history | 1.36K | $76 | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 44.48K sh · $2.41M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 10.76K sh · $567.59K
- Lazard Asset Management sold 5.91K sh · $311.35K
- CPP Investments sold 3.80K sh · $200.26K
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 | 3.90M | 3.81M | 3.78M | 3.69M | 3.62M | 3.77M | 3.86M | 3.82M | — | — | — | — | — | — | — | — | — | — | — | — |
| Invesco Ltd | 752.73K | 827.38K | 853.72K | 815.80K | 673.36K | 996.87K | 995.26K | 794.08K | 916.48K | 979.92K | 892.31K | 1.14M | 936.08K | 1.23M | 1.16M | 1.22M | 982.30K | 981.54K | 1.02M | 913.44K |
| Geode Capital Management | 648.15K | 603.69K | 624.38K | 618.54K | 579.32K | 581.82K | 560.65K | 566.36K | 562.78K | 541.63K | 520.36K | 498.00K | 482.79K | 468.62K | 449.00K | 428.41K | 424.11K | 428.64K | 413.88K | 411.03K |
| Charles Schwab Investment Management | 424.68K | 478.02K | 524.94K | 544.13K | 552.33K | 582.53K | 575.13K | 542.68K | 518.59K | 502.88K | 483.18K | 477.25K | 469.69K | 470.42K | 466.20K | 480.26K | 476.85K | 450.93K | 433.35K | 417.36K |
| Prudential Financial | 402.34K | 409.96K | 345.60K | 298.10K | 130.71K | 124.91K | 116.13K | 119.63K | 153.05K | 163.17K | 109.60K | 42.77K | 50.21K | 33.58K | 38.08K | 42.19K | 71.50K | 89.05K | 95.72K | 100.31K |
| Morgan Stanley | 366.37K | 364.40K | 366.91K | 367.71K | 381.95K | 338.95K | 319.96K | 363.61K | 262.38K | 313.15K | 326.81K | 214.13K | 224.03K | 216.92K | 211.02K | 285.90K | 313.84K | 132.46K | 135.31K | 89.08K |
| Pzena Investment Management | 363.48K | 329.49K | 327.68K | 337.50K | 496.98K | 911.83K | 915.38K | 928.87K | 1.03M | 1.07M | 1.09M | 1.12M | 938.87K | 958.03K | 728.49K | 748.27K | 825.86K | 890.28K | 883.49K | 862.15K |
| Two Sigma Investments | 358.45K | 433.45K | 258.40K | 257.35K | 192.06K | 46.02K | 32.16K | 57.21K | 46.29K | 36.79K | 14.18K | 64.15K | 57.11K | 6.78K | — | — | — | — | — | — |
| BNY Mellon | 342.65K | 333.42K | 355.55K | 362.70K | 380.35K | 376.39K | 386.91K | 359.43K | 384.61K | 394.04K | 408.23K | 395.81K | 422.18K | 424.03K | 433.00K | 601.34K | 597.71K | 597.48K | 574.27K | 531.49K |
| D. E. Shaw & Co | 320.25K | 173.77K | 178.62K | 183.31K | 171.78K | 54.90K | 55.13K | 27.09K | — | — | — | 37.41K | 22.26K | 14.99K | — | — | — | — | 6.08K | 7.96K |
| Northern Trust Corp | 271.90K | 250.00K | 238.92K | 253.04K | 278.38K | 283.27K | 285.79K | 246.87K | 241.65K | 252.47K | 255.41K | 248.50K | 469.38K | 469.99K | 481.94K | 482.94K | 486.70K | 489.26K | 510.23K | 516.72K |
| Millennium Management | 271.48K | 28.76K | 163.78K | 279.06K | 16.66K | — | 3.93K | 6.54K | — | 93.57K | 10.51K | 129.64K | 109.01K | 67.14K | 45.10K | — | 9.21K | 22.20K | — | 19.83K |
| UBS Group AG | 263.79K | 107.83K | 312.79K | 157.54K | 133.25K | 354.93K | 353.42K | 106.11K | 85.76K | 69.76K | 58.57K | 58.01K | 79.35K | 75.44K | 49.17K | 52.36K | 40.37K | 51.27K | 53.25K | 47.82K |
| Citadel Advisors | 134.86K | 220.92K | 120.15K | 235.69K | 103.09K | 26.80K | 72.39K | 102.09K | 29.52K | 61.92K | 24.56K | 31.00K | 53.17K | 199.97K | 119.74K | 37.61K | 45.87K | 48.80K | 44.10K | 64.01K |
| Point72 Asset Management | 134.76K | 46.07K | — | — | 12.05K | — | — | — | — | — | — | — | 534 | — | — | — | — | — | — | — |
| Goldman Sachs Group | 131.20K | 121.63K | 90.38K | 91.46K | 93.51K | 342.31K | 518.97K | 199.95K | 88.03K | 103.02K | 95.59K | 69.57K | 101.07K | 54.61K | 84.47K | 84.53K | 42.77K | 51.63K | 56.04K | 38.26K |
| Principal Global Investors | 120.45K | 121.11K | 118.74K | 120.10K | 122.51K | 122.92K | 119.70K | 116.36K | 127.18K | 132.77K | 127.94K | 132.66K | 139.44K | 148.21K | 150.01K | 155.95K | 163.68K | 173.13K | 179.69K | 167.69K |
| Franklin Resources | 109.68K | 107.61K | 11.30K | 10.84K | 9.76K | 10.83K | 11.61K | 14.42K | 19.85K | 22.07K | 22.32K | 23.60K | 14.98K | 19.77K | 16.95K | 11.72K | 9.94K | 9.05K | — | — |
| PSP Investments | 85.52K | 89.16K | 105.87K | 111.08K | 84.28K | 78.30K | 61.50K | 52.39K | 54.09K | 50.37K | 50.97K | 30.45K | 43.59K | 43.19K | 44.67K | 45.10K | 45.55K | 45.94K | 50.10K | 50.10K |
| AQR Capital Management | 72.12K | 38.46K | 38.91K | 30.49K | 21.46K | 24.79K | 22.82K | 29.44K | 42.63K | 44.42K | 44.66K | 44.06K | 18.54K | 19.92K | 13.75K | 12.83K | 4.21K | 4.67K | 4.26K | — |
▲ 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