WHD — CACTUS INC
Reported value held$1.91B
Funds holding (latest)45
SectorConsumer Discretionary
Funds holding (Q2 2026)39
Institutional value$1.54B · 30.20M sh
New / Add / Cut / Exit5 / 25 / 8 / 2
Top-5 / Top-10 concentration62.8% / 78.3%
Institutional holdings change
Accumulating +4.3%
(+1.25M sh)
Institutional value change
Up +12.6%
As of Q2 2026, 39 SEC-registered investment managers reported holding WHD (CACTUS INC) in their latest 13F filings, with a combined reported value of $1.54B across 30.20M shares. That is +4.3% by share count (+1.25M shares) versus the previous quarter, while reported value moved +12.6%. Ownership is concentrated: the five largest holders account for 62.8% of reported value and the top ten for 78.3%.
Compared with the prior quarter, 5 opened new positions, 25 added to existing stakes, 8 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
WHD is classified in the Consumer Discretionary 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 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 10.66M | $546.36M | 0.01% | Add |
| Wellington Management Group history | 2.62M | $134.00M | 0.02% | Reduce |
| Geode Capital Management history | 2.16M | $110.84M | 0.01% | Add |
| JPMorgan Chase & Co history | 1.77M | $87.79M | 0.01% | New |
| Capital World Investors history | 1.71M | $87.55M | 0.01% | Add |
| Capital Research Global Investors history | 1.38M | $70.73M | 0.01% | Add |
| UBS Group AG history | 904.15K | $46.32M | 0.01% | Add |
| Charles Schwab Investment Management history | 840.66K | $43.07M | 0.01% | Add |
| BNY Mellon history | 811.22K | $41.56M | 0.01% | Add |
| Morgan Stanley history | 735.01K | $37.65M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 720.03K | $36.89M | 0.00% | Reduce |
| Northern Trust Corp history | 718.32K | $36.80M | 0.00% | Add |
| Franklin Resources history | 682.27K | $34.95M | 0.01% | Add |
| Bank of America Corp history | 666.38K | $34.14M | 0.00% | Add |
| Goldman Sachs Group history | 561.48K | $28.76M | 0.00% | Add |
| Royce & Associates history | 558.22K | $28.60M | 0.23% | Add |
| Principal Global Investors history | 434.44K | $22.26M | 0.01% | Add |
| PSP Investments history | 373.88K | $19.15M | 0.05% | Add |
| Bridgewater Associates history | 300.60K | $15.40M | 0.06% | Add |
| Invesco Ltd history | 288.99K | $14.81M | 0.00% | Reduce |
| Legal & General Investment Management America history | 172.19K | $8.82M | 0.00% | Add |
| Lazard Asset Management history | 133.26K | $6.83M | 0.01% | Hold |
| Renaissance Technologies history | 133.00K | $6.81M | 0.01% | New |
| Millennium Management history | 121.94K | $6.25M | 0.00% | Reduce |
| Citadel Advisors history | 120.89K | $6.19M | 0.00% | Reduce |
| AQR Capital Management history | 89.56K | $4.59M | 0.00% | Add |
| Deutsche Bank AG history | 75.21K | $3.85M | 0.00% | Add |
| Wells Fargo & Co history | 73.63K | $3.77M | 0.00% | Add |
| Prudential Financial history | 71.81K | $3.68M | 0.00% | Add |
| Marshall Wace history | 68.32K | $3.50M | 0.00% | Add |
| Citigroup Inc history | 37.40K | $1.92M | 0.00% | Add |
| Manulife Financial history | 34.53K | $1.77M | 0.00% | Add |
| Moore Capital Management history | 27.50K | $1.41M | 0.02% | New |
| Norges Bank Investment Management history | 22.01K | $1.13M | 0.00% | Reduce |
| Amundi US history | 11.48K | $588.22K | 0.00% | Add |
| Two Sigma Investments history | 9.89K | $506.82K | 0.00% | New |
| PNC Financial Services history | 9.68K | $496.13K | 0.00% | Reduce |
| CPP Investments history | 5.90K | $302.26K | 0.00% | New |
| T. Rowe Price Associates history | 90.03K | $4.61K | 0.00% | Add |
Q1 2026 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 10.20M | $483.39M | 0.01% | Add |
| Wellington Management Group history | 2.87M | $135.74M | 0.03% | Reduce |
| Fidelity Management & Research (FMR) history | 2.40M | $113.85M | 0.01% | Reduce |
| Geode Capital Management history | 1.98M | $93.70M | 0.01% | Add |
| Capital World Investors history | 1.66M | $78.85M | 0.01% | New |
| Morgan Stanley history | 969.27K | $45.91M | 0.00% | Add |
| Charles Schwab Investment Management history | 824.49K | $39.06M | 0.01% | Add |
| Millennium Management history | 798.11K | $37.81M | 0.02% | Add |
| BNY Mellon history | 692.48K | $32.80M | 0.01% | Reduce |
| Northern Trust Corp history | 661.47K | $31.33M | 0.00% | Add |
| Bank of America Corp history | 659.89K | $31.26M | 0.00% | Add |
| Capital Research Global Investors history | 659.78K | $31.25M | 0.01% | Hold |
| Franklin Resources history | 607.80K | $28.79M | 0.01% | Add |
| UBS Group AG history | 516.80K | $24.48M | 0.00% | Add |
| Royce & Associates history | 496.95K | $23.54M | 0.23% | Add |
| Goldman Sachs Group history | 487.71K | $23.10M | 0.00% | Add |
| Principal Global Investors history | 420.87K | $19.94M | 0.01% | Add |
| Invesco Ltd history | 351.74K | $16.66M | 0.00% | Add |
| Janus Henderson Group history | 338.03K | $16.02M | 0.01% | Add |
| PSP Investments history | 246.28K | $11.67M | 0.04% | Add |
| Balyasny Asset Management history | 210.14K | $9.95M | 0.01% | Reduce |
| Citadel Advisors history | 201.33K | $9.54M | 0.00% | Add |
| Legal & General Investment Management America history | 171.05K | $8.10M | 0.00% | Reduce |
| Lazard Asset Management history | 133.86K | $6.34M | 0.01% | Reduce |
| AQR Capital Management history | 75.72K | $3.59M | 0.00% | Add |
| Prudential Financial history | 70.83K | $3.36M | 0.00% | Add |
| Deutsche Bank AG history | 65.13K | $3.09M | 0.00% | Add |
| Manulife Financial history | 29.93K | $1.42M | 0.00% | Reduce |
| Wells Fargo & Co history | 25.54K | $1.21M | 0.00% | Reduce |
| Citigroup Inc history | 12.37K | $585.87K | 0.00% | Reduce |
| PNC Financial Services history | 9.73K | $461.07K | 0.00% | Add |
| Amundi US history | 9.16K | $433.91K | 0.00% | New |
| Marshall Wace history | 7.30K | $345.80K | 0.00% | Reduce |
| Bridgewater Associates history | 6.86K | $324.72K | 0.00% | New |
| T. Rowe Price Associates history | 74.35K | $3.52K | 0.00% | Add |
Q4 2025 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 10.02M | $457.78M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 8.82M | $402.80M | 0.02% | Reduce |
| Vanguard Group history | 7.56M | $345.21M | 0.01% | Hold |
| Wellington Management Group history | 3.96M | $181.07M | 0.03% | Add |
| JPMorgan Chase & Co history | 2.40M | $109.57M | 0.01% | Reduce |
| Geode Capital Management history | 1.96M | $89.73M | 0.01% | Add |
| Balyasny Asset Management history | 860.95K | $39.33M | 0.05% | Add |
| Charles Schwab Investment Management history | 802.61K | $36.66M | 0.01% | Add |
| BNY Mellon history | 732.76K | $33.47M | 0.01% | Add |
| Morgan Stanley history | 692.36K | $31.63M | 0.00% | Reduce |
| Capital Research Global Investors history | 659.78K | $30.14M | 0.01% | Add |
| Northern Trust Corp history | 645.47K | $29.49M | 0.00% | Reduce |
| Franklin Resources history | 545.00K | $24.90M | 0.01% | Add |
| Bank of America Corp history | 489.36K | $22.35M | 0.00% | Reduce |
| Millennium Management history | 418.19K | $19.10M | 0.01% | New |
| Principal Global Investors history | 412.26K | $18.83M | 0.01% | Add |
| Royce & Associates history | 398.55K | $18.21M | 0.18% | Add |
| UBS Group AG history | 380.51K | $17.38M | 0.00% | Add |
| Janus Henderson Group history | 336.00K | $15.35M | 0.01% | Add |
| Goldman Sachs Group history | 305.74K | $13.97M | 0.00% | Reduce |
| Invesco Ltd history | 291.48K | $13.32M | 0.00% | Reduce |
| PSP Investments history | 238.22K | $10.88M | 0.04% | Reduce |
| Legal & General Investment Management America history | 182.23K | $8.32M | 0.00% | Reduce |
| Lazard Asset Management history | 156.65K | $7.16M | 0.01% | Add |
| Wells Fargo & Co history | 75.60K | $3.45M | 0.00% | Add |
| Citadel Advisors history | 68.26K | $3.12M | 0.00% | Reduce |
| Prudential Financial history | 64.26K | $2.94M | 0.00% | Reduce |
| AQR Capital Management history | 63.58K | $2.90M | 0.00% | Add |
| Deutsche Bank AG history | 58.03K | $2.65M | 0.00% | Add |
| Norges Bank Investment Management history | 44.41K | $2.03M | 0.00% | Reduce |
| Citigroup Inc history | 41.97K | $1.92M | 0.00% | Reduce |
| Manulife Financial history | 30.91K | $1.41M | 0.00% | Reduce |
| Marshall Wace history | 22.04K | $1.01M | 0.00% | New |
| Moore Capital Management history | 15.00K | $685.20K | 0.01% | New |
| PNC Financial Services history | 8.71K | $397.70K | 0.00% | Add |
| D. E. Shaw & Co history | 4.40K | $200.99K | 0.00% | Reduce |
| CPP Investments history | 2.70K | $123.34K | 0.00% | New |
| T. Rowe Price Associates history | 63.34K | $2.89K | 0.00% | Add |
Q3 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 9.85M | $388.71M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 9.30M | $366.91M | 0.02% | Reduce |
| Vanguard Group history | 7.55M | $297.96M | 0.00% | Reduce |
| Wellington Management Group history | 3.30M | $130.43M | 0.02% | Add |
| JPMorgan Chase & Co history | 2.59M | $102.18M | 0.01% | Reduce |
| Geode Capital Management history | 1.94M | $76.41M | 0.01% | Add |
| Morgan Stanley history | 825.95K | $32.60M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 782.49K | $30.88M | 0.01% | Add |
| Balyasny Asset Management history | 751.73K | $29.67M | 0.04% | Add |
| BNY Mellon history | 705.32K | $27.84M | 0.01% | Add |
| Northern Trust Corp history | 669.14K | $26.41M | 0.00% | Reduce |
| Bank of America Corp history | 623.96K | $24.63M | 0.00% | Add |
| Capital Research Global Investors history | 495.64K | $19.56M | 0.00% | New |
| Goldman Sachs Group history | 432.71K | $17.08M | 0.00% | Add |
| Principal Global Investors history | 384.35K | $15.17M | 0.01% | Reduce |
| Royce & Associates history | 369.58K | $14.59M | 0.14% | Add |
| Citadel Advisors history | 357.11K | $14.10M | 0.00% | Reduce |
| Invesco Ltd history | 308.89K | $12.19M | 0.00% | Reduce |
| PSP Investments history | 267.47K | $10.56M | 0.04% | Add |
| UBS Group AG history | 209.29K | $8.26M | 0.00% | Reduce |
| Legal & General Investment Management America history | 191.67K | $7.57M | 0.00% | Reduce |
| D. E. Shaw & Co history | 168.54K | $6.65M | 0.00% | New |
| Lazard Asset Management history | 145.79K | $5.75M | 0.01% | Add |
| Citigroup Inc history | 91.50K | $3.61M | 0.00% | Reduce |
| Franklin Resources history | 82.65K | $3.26M | 0.00% | Add |
| Prudential Financial history | 68.81K | $2.72M | 0.00% | Reduce |
| Deutsche Bank AG history | 51.92K | $2.05M | 0.00% | Add |
| AQR Capital Management history | 49.83K | $1.97M | 0.00% | Add |
| Wells Fargo & Co history | 43.55K | $1.72M | 0.00% | Add |
| Janus Henderson Group history | 42.23K | $1.67M | 0.00% | Hold |
| Manulife Financial history | 32.58K | $1.29M | 0.00% | Reduce |
| PNC Financial Services history | 5.58K | $220.33K | 0.00% | Add |
| T. Rowe Price Associates history | 57.70K | $2.28K | 0.00% | Add |
Q2 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 9.94M | $434.48M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 9.37M | $409.53M | 0.02% | Add |
| Vanguard Group history | 7.64M | $333.81M | 0.01% | Add |
| JPMorgan Chase & Co history | 2.62M | $114.72M | 0.02% | Reduce |
| Wellington Management Group history | 2.16M | $94.58M | 0.02% | Add |
| Geode Capital Management history | 1.91M | $83.62M | 0.01% | Add |
| Morgan Stanley history | 889.97K | $38.91M | 0.00% | Add |
| Charles Schwab Investment Management history | 742.20K | $32.45M | 0.01% | Add |
| Balyasny Asset Management history | 701.00K | $30.65M | 0.05% | New |
| Northern Trust Corp history | 676.00K | $29.55M | 0.00% | Reduce |
| Citadel Advisors history | 595.92K | $26.05M | 0.01% | Add |
| BNY Mellon history | 588.45K | $25.73M | 0.01% | Reduce |
| Bank of America Corp history | 457.64K | $20.01M | 0.00% | Reduce |
| Millennium Management history | 456.04K | $19.94M | 0.01% | Reduce |
| Principal Global Investors history | 387.88K | $16.96M | 0.01% | Add |
| Invesco Ltd history | 312.83K | $13.68M | 0.00% | Reduce |
| Goldman Sachs Group history | 269.62K | $11.79M | 0.00% | Reduce |
| UBS Group AG history | 241.60K | $10.56M | 0.00% | Reduce |
| PSP Investments history | 233.37K | $10.20M | 0.04% | Add |
| Royce & Associates history | 204.34K | $8.93M | 0.09% | Reduce |
| Legal & General Investment Management America history | 195.29K | $8.54M | 0.00% | Add |
| Citigroup Inc history | 160.39K | $7.01M | 0.00% | Add |
| Prudential Financial history | 71.27K | $4.50M | 0.01% | Add |
| Franklin Resources history | 65.08K | $2.85M | 0.00% | Add |
| Norges Bank Investment Management history | 54.53K | $2.38M | 0.00% | Reduce |
| Marshall Wace history | 51.08K | $2.23M | 0.00% | New |
| Deutsche Bank AG history | 46.11K | $2.02M | 0.00% | Reduce |
| Janus Henderson Group history | 42.23K | $1.85M | 0.00% | Hold |
| Wells Fargo & Co history | 37.24K | $1.63M | 0.00% | Add |
| Manulife Financial history | 35.99K | $1.57M | 0.00% | Reduce |
| Renaissance Technologies history | 24.10K | $1.05M | 0.00% | Reduce |
| AQR Capital Management history | 18.88K | $825.49K | 0.00% | Add |
| Point72 Asset Management history | 4.66K | $203.60K | 0.00% | New |
| PNC Financial Services history | 4.44K | $194.03K | 0.00% | Add |
| Lazard Asset Management history | 113.46K | $4.96K | 0.01% | Add |
| T. Rowe Price Associates history | 54.26K | $2.37K | 0.00% | Add |
Q1 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 10.07M | $461.58M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 8.46M | $387.59M | 0.03% | Add |
| Vanguard Group history | 7.50M | $343.75M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 2.88M | $132.03M | 0.02% | Reduce |
| Geode Capital Management history | 1.86M | $85.44M | 0.01% | Add |
| Wellington Management Group history | 1.51M | $69.12M | 0.01% | Add |
| Invesco Ltd history | 717.19K | $32.87M | 0.01% | Reduce |
| Northern Trust Corp history | 682.09K | $31.26M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 671.35K | $30.77M | 0.01% | Reduce |
| Morgan Stanley history | 657.20K | $30.12M | 0.00% | Reduce |
| BNY Mellon history | 645.89K | $29.60M | 0.01% | Reduce |
| Millennium Management history | 631.12K | $28.92M | 0.02% | New |
| Bank of America Corp history | 474.35K | $21.74M | 0.00% | Reduce |
| UBS Group AG history | 463.72K | $21.25M | 0.00% | Add |
| Principal Global Investors history | 365.48K | $16.75M | 0.01% | Add |
| Goldman Sachs Group history | 306.89K | $14.06M | 0.00% | Reduce |
| Royce & Associates history | 218.49K | $10.01M | 0.11% | Add |
| PSP Investments history | 211.36K | $9.69M | 0.04% | Add |
| Citadel Advisors history | 193.96K | $8.89M | 0.00% | Add |
| Legal & General Investment Management America history | 184.18K | $8.44M | 0.00% | Reduce |
| Bridgewater Associates history | 168.41K | $7.72M | 0.04% | New |
| Renaissance Technologies history | 128.90K | $5.91M | 0.01% | Add |
| Citigroup Inc history | 99.53K | $4.56M | 0.00% | Hold |
| Prudential Financial history | 65.31K | $4.19M | 0.01% | Reduce |
| Deutsche Bank AG history | 53.34K | $2.44M | 0.00% | Reduce |
| Franklin Resources history | 51.30K | $2.35M | 0.00% | Add |
| Janus Henderson Group history | 42.23K | $1.93M | 0.00% | Hold |
| Manulife Financial history | 37.43K | $1.72M | 0.00% | Add |
| Wells Fargo & Co history | 34.27K | $1.57M | 0.00% | Hold |
| AQR Capital Management history | 11.43K | $523.70K | 0.00% | Add |
| D. E. Shaw & Co history | 8.20K | $375.81K | 0.00% | Reduce |
| PNC Financial Services history | 3.52K | $161.47K | 0.00% | Reduce |
| Lazard Asset Management history | 69.17K | $3.17K | 0.01% | Reduce |
| T. Rowe Price Associates history | 51.59K | $2.37K | 0.00% | Add |
| Amundi US history | 43 | $1.75K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.77M sh · $87.79M
- Renaissance Technologies 133.00K sh · $6.81M
- Moore Capital Management 27.50K sh · $1.41M
- Two Sigma Investments 9.89K sh · $506.82K
- CPP Investments 5.90K sh · $302.26K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 338.03K sh · $16.02M
- Balyasny Asset Management sold 210.14K sh · $9.95M
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 | 10.66M | 10.20M | 10.02M | 9.85M | 9.94M | 10.07M | 10.33M | 10.15M | — | — | — | — | — | — | — | — | — | — | — | — |
| Wellington Management Group | 2.62M | 2.87M | 3.96M | 3.30M | 2.16M | 1.51M | 1.35M | 1.66M | 1.74M | 1.78M | 1.89M | 2.00M | 2.20M | 2.63M | 1.57M | 1.75M | 1.80M | 1.35M | 881.32K | 675.68K |
| Geode Capital Management | 2.16M | 1.98M | 1.96M | 1.94M | 1.91M | 1.86M | 1.80M | 1.76M | 1.65M | 1.42M | 1.37M | 1.29M | 1.24M | 1.18M | 1.07M | 1.03M | 999.46K | 968.74K | 942.34K | 903.86K |
| JPMorgan Chase & Co | 1.77M | — | 2.40M | 2.59M | 2.62M | 2.88M | 2.99M | 3.10M | 3.05M | 2.54M | 1.93M | 2.38M | 2.27M | 2.21M | 2.17M | 2.14M | 2.02M | 1.09M | 122.47K | 263.38K |
| Capital World Investors | 1.71M | 1.66M | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Capital Research Global Investors | 1.38M | 659.78K | 659.78K | 495.64K | — | — | 428.47K | 382.60K | 309.15K | — | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | 904.15K | 516.80K | 380.51K | 209.29K | 241.60K | 463.72K | 401.58K | 99.19K | 17.31K | 61.82K | 59.87K | 116.84K | 150.58K | 59.72K | 41.01K | 2.54K | 7.21K | 34.64K | 29.39K | 1.37K |
| Charles Schwab Investment Management | 840.66K | 824.49K | 802.61K | 782.49K | 742.20K | 671.35K | 701.49K | 687.82K | 634.50K | 637.35K | 592.26K | 572.53K | 553.86K | 534.56K | 504.07K | 482.84K | 453.71K | 432.08K | 409.32K | 398.40K |
| BNY Mellon | 811.22K | 692.48K | 732.76K | 705.32K | 588.45K | 645.89K | 1.18M | 1.38M | 1.52M | 1.99M | 2.43M | 2.58M | 2.65M | 2.36M | 2.42M | 2.56M | 2.61M | 2.79M | 3.03M | 3.21M |
| Morgan Stanley | 735.01K | 969.27K | 692.36K | 825.95K | 889.97K | 657.20K | 729.55K | 663.91K | 600.74K | 404.76K | 608.58K | 395.76K | 451.43K | 461.51K | 353.55K | 392.37K | 358.61K | 199.32K | 119.74K | 112.47K |
| Fidelity Management & Research (FMR) | 720.03K | 2.40M | 8.82M | 9.30M | 9.37M | 8.46M | 8.14M | 8.96M | 9.86M | 9.42M | 5.41M | 1.90M | 674.32K | 369.16K | 715.49K | 686.34K | 915.93K | 568.22K | 523.35K | 935.59K |
| Northern Trust Corp | 718.32K | 661.47K | 645.47K | 669.14K | 676.00K | 682.09K | 724.89K | 656.42K | 651.22K | 647.59K | 659.53K | 696.32K | 693.76K | 617.98K | 578.34K | 573.71K | 578.82K | 566.42K | 593.18K | 602.01K |
| Franklin Resources | 682.27K | 607.80K | 545.00K | 82.65K | 65.08K | 51.30K | 48.36K | 68.20K | 68.29K | 84.52K | 101.90K | 101.96K | 113.90K | 94.59K | 94.54K | 94.54K | 75.27K | 78.62K | 80.82K | 85.80K |
| Bank of America Corp | 666.38K | 659.89K | 489.36K | 623.96K | 457.64K | 474.35K | 511.81K | 586.15K | 507.71K | 553.90K | 502.34K | 575.72K | 632.75K | 595.92K | 662.02K | 590.29K | 749.59K | 852.11K | 601.32K | 544.07K |
| Goldman Sachs Group | 561.48K | 487.71K | 305.74K | 432.71K | 269.62K | 306.89K | 470.08K | 365.12K | 149.38K | 428.66K | 264.10K | 226.79K | 261.03K | 298.97K | 380.25K | 332.11K | 109.32K | 646.75K | 929.49K | 1.16M |
| Royce & Associates | 558.22K | 496.95K | 398.55K | 369.58K | 204.34K | 218.49K | 205.11K | 208.06K | 209.00K | 261.26K | 276.01K | 288.94K | 377.17K | 230.43K | 185.09K | 396.39K | 230.27K | 171.72K | 458.22K | 581.13K |
| Principal Global Investors | 434.44K | 420.87K | 412.26K | 384.35K | 387.88K | 365.48K | 357.31K | 342.28K | 326.52K | 8.81K | 7.48K | 6.76K | 7.64K | 6.87K | 7.08K | 15.49K | 28.04K | 42.77K | 56.52K | — |
| PSP Investments | 373.88K | 246.28K | 238.22K | 267.47K | 233.37K | 211.36K | 166.09K | 141.01K | 144.61K | — | — | — | — | — | — | — | — | — | — | — |
| Bridgewater Associates | 300.60K | 6.86K | — | — | — | 168.41K | — | 159.22K | — | — | — | — | — | — | — | — | — | — | — | — |
| Invesco Ltd | 288.99K | 351.74K | 291.48K | 308.89K | 312.83K | 717.19K | 752.71K | 745.98K | 787.02K | 603.11K | 602.43K | 562.79K | 563.02K | 611.18K | 571.86K | 547.95K | 1.03M | 864.91K | 141.57K | 114.68K |
▲ 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