WPC — WP CAREY INC
Reported value held$7.78B
Funds holding (latest)49
SectorReal Estate
Funds holding (Q2 2026)41
Institutional value$5.60B · 78.48M sh
New / Add / Cut / Exit3 / 23 / 14 / 3
Top-5 / Top-10 concentration64.7% / 81.4%
Institutional holdings change
Accumulating +11.4%
(+8.06M sh)
Institutional value change
Up +17.3%
As of Q2 2026, 41 SEC-registered investment managers reported holding WPC (WP CAREY INC) in their latest 13F filings, with a combined reported value of $5.60B across 78.48M shares. That is +11.4% by share count (+8.06M shares) versus the previous quarter, while reported value moved +17.3%. Ownership is concentrated: the five largest holders account for 64.7% of reported value and the top ten for 81.4%.
Compared with the prior quarter, 3 opened new positions, 23 added to existing stakes, 14 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
WPC 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 — 41 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 33.17M | $2.37B | 0.04% | Add |
| Geode Capital Management history | 5.03M | $358.76M | 0.02% | Add |
| MFS Investment Management history | 4.47M | $325.19M | 0.11% | Add |
| Invesco Ltd history | 4.54M | $324.30M | 0.03% | Add |
| Northern Trust Corp history | 3.40M | $243.43M | 0.03% | Add |
| Charles Schwab Investment Management history | 3.26M | $233.23M | 0.03% | Add |
| Norges Bank Investment Management history | 2.85M | $203.58M | 0.02% | Hold |
| Legal & General Investment Management America history | 2.65M | $189.32M | 0.04% | Reduce |
| BNY Mellon history | 2.31M | $164.85M | 0.03% | Reduce |
| Morgan Stanley history | 2.05M | $146.43M | 0.01% | Add |
| UBS Group AG history | 2.02M | $144.43M | 0.02% | Add |
| Bank of America Corp history | 1.79M | $128.03M | 0.01% | Add |
| Deutsche Bank AG history | 1.79M | $127.82M | 0.04% | Add |
| Wellington Management Group history | 1.26M | $90.10M | 0.02% | Reduce |
| CDPQ (Caisse de Depot) history | 1.08M | $76.91M | 0.11% | Add |
| Amundi US history | 905.90K | $64.77M | 0.02% | Add |
| Two Sigma Investments history | 771.15K | $55.14M | 0.04% | Reduce |
| Citadel Advisors history | 624.48K | $44.65M | 0.01% | Reduce |
| Principal Global Investors history | 505.69K | $36.16M | 0.02% | Add |
| Marshall Wace history | 487.29K | $34.84M | 0.03% | Reduce |
| Goldman Sachs Group history | 484.74K | $34.66M | 0.00% | Reduce |
| Citigroup Inc history | 448.19K | $32.05M | 0.01% | Add |
| Wells Fargo & Co history | 420.90K | $30.09M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 353.47K | $25.27M | 0.00% | Reduce |
| AQR Capital Management history | 337.16K | $24.11M | 0.01% | Add |
| D. E. Shaw & Co history | 326.35K | $23.33M | 0.01% | Reduce |
| Renaissance Technologies history | 292.20K | $20.89M | 0.03% | Add |
| Millennium Management history | 266.21K | $19.03M | 0.01% | Reduce |
| Manulife Financial history | 113.46K | $8.11M | 0.01% | Reduce |
| Franklin Resources history | 93.18K | $6.66M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 63.10K | $4.64M | 0.00% | New |
| PNC Financial Services history | 31.32K | $2.24M | 0.00% | Add |
| National Pension Service of Korea history | 18.99K | $1.36M | 0.00% | Reduce |
| Saudi Arabian Monetary Authority history | 15.35K | $1.10M | 0.01% | Add |
| Prudential Financial history | 14.18K | $1.01M | 0.00% | Reduce |
| Arrowstreet Capital history | 10.71K | $766.12K | 0.00% | New |
| Fidelity International (FIL) history | 8.30K | $593.24K | 0.00% | Add |
| Lazard Asset Management history | 5.27K | $376.66K | 0.00% | Add |
| CPP Investments history | 3.40K | $243.10K | 0.00% | New |
| First Eagle Investment Management history | 271 | $19.38K | 0.00% | Add |
| T. Rowe Price Associates history | 221.26K | $15.82K | 0.00% | Add |
Q1 2026 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 30.11M | $2.05B | 0.04% | Add |
| Geode Capital Management history | 4.91M | $333.17M | 0.02% | Add |
| Invesco Ltd history | 4.49M | $305.26M | 0.05% | Add |
| MFS Investment Management history | 4.19M | $289.77M | 0.10% | Reduce |
| Charles Schwab Investment Management history | 3.05M | $207.02M | 0.03% | Add |
| Legal & General Investment Management America history | 2.74M | $186.43M | 0.04% | Add |
| Northern Trust Corp history | 2.66M | $180.74M | 0.02% | Add |
| BNY Mellon history | 2.35M | $159.97M | 0.03% | Add |
| Morgan Stanley history | 1.99M | $135.33M | 0.01% | Hold |
| UBS Group AG history | 1.67M | $113.17M | 0.02% | Add |
| Citadel Advisors history | 1.58M | $107.42M | 0.02% | Add |
| Wellington Management Group history | 1.43M | $96.91M | 0.02% | Add |
| Bank of America Corp history | 1.37M | $92.81M | 0.01% | Add |
| Amundi US history | 900.19K | $61.18M | 0.02% | Add |
| Marshall Wace history | 810.73K | $55.10M | 0.06% | Add |
| Two Sigma Investments history | 801.70K | $54.48M | 0.05% | Add |
| Goldman Sachs Group history | 577.78K | $39.27M | 0.01% | Add |
| D. E. Shaw & Co history | 563.85K | $38.32M | 0.03% | Add |
| Millennium Management history | 525.41K | $35.71M | 0.01% | Add |
| Principal Global Investors history | 488.97K | $33.23M | 0.02% | Add |
| CDPQ (Caisse de Depot) history | 485.73K | $33.01M | 0.05% | Reduce |
| Deutsche Bank AG history | 465.33K | $31.62M | 0.01% | Add |
| Citigroup Inc history | 421.74K | $28.66M | 0.01% | Add |
| Wells Fargo & Co history | 401.27K | $27.27M | 0.01% | Hold |
| Fidelity Management & Research (FMR) history | 358.18K | $24.34M | 0.00% | Hold |
| AQR Capital Management history | 289.07K | $19.55M | 0.01% | Reduce |
| Franklin Resources history | 204.85K | $13.92M | 0.00% | Reduce |
| Manulife Financial history | 125.68K | $8.54M | 0.01% | Reduce |
| Renaissance Technologies history | 71.30K | $4.85M | 0.01% | Reduce |
| Ontario Teachers Pension Plan history | 65.62K | $4.46M | 0.13% | Reduce |
| PNC Financial Services history | 29.46K | $2.00M | 0.00% | Reduce |
| National Pension Service of Korea history | 26.06K | $1.77M | 0.00% | Add |
| Janus Henderson Group history | 20.69K | $1.41M | 0.00% | Hold |
| Prudential Financial history | 17.18K | $1.17M | 0.00% | Reduce |
| Saudi Arabian Monetary Authority history | 8.09K | $549.73K | 0.01% | New |
| Bridgewater Associates history | 7.39K | $502.36K | 0.00% | Reduce |
| Fidelity International (FIL) history | 4.19K | $284.82K | 0.00% | Add |
| Lazard Asset Management history | 3.79K | $257.30K | 0.00% | Hold |
| T. Rowe Price Associates history | 206.18K | $14.01K | 0.00% | Add |
| First Eagle Investment Management history | 59 | $4.01K | 0.00% | Hold |
Q4 2025 — 44 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 30.44M | $1.96B | 0.03% | Reduce |
| BlackRock Inc history | 28.36M | $1.83B | 0.03% | Add |
| Geode Capital Management history | 4.80M | $307.91M | 0.02% | Add |
| MFS Investment Management history | 4.21M | $271.15M | 0.09% | Add |
| Invesco Ltd history | 3.90M | $251.31M | 0.04% | Hold |
| JPMorgan Chase & Co history | 3.30M | $212.29M | 0.03% | Reduce |
| Charles Schwab Investment Management history | 2.95M | $189.71M | 0.03% | Add |
| Norges Bank Investment Management history | 2.86M | $184.03M | 0.02% | Add |
| Legal & General Investment Management America history | 2.70M | $173.71M | 0.04% | Add |
| Northern Trust Corp history | 2.61M | $167.99M | 0.02% | Reduce |
| BNY Mellon history | 2.32M | $149.08M | 0.03% | Add |
| Morgan Stanley history | 2.00M | $128.55M | 0.01% | Add |
| UBS Group AG history | 1.40M | $90.00M | 0.01% | Reduce |
| Bank of America Corp history | 1.33M | $85.87M | 0.01% | Reduce |
| Wellington Management Group history | 1.22M | $78.49M | 0.01% | Add |
| Amundi US history | 796.31K | $51.25M | 0.02% | Add |
| CDPQ (Caisse de Depot) history | 704.04K | $45.31M | 0.08% | Add |
| Marshall Wace history | 683.99K | $44.02M | 0.04% | Add |
| Principal Global Investors history | 471.16K | $30.32M | 0.01% | Reduce |
| Two Sigma Investments history | 418.00K | $26.90M | 0.04% | Add |
| Wells Fargo & Co history | 399.65K | $25.72M | 0.01% | Add |
| Citigroup Inc history | 396.11K | $25.49M | 0.01% | Add |
| Deutsche Bank AG history | 386.51K | $24.88M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 358.77K | $23.09M | 0.00% | Reduce |
| AQR Capital Management history | 324.72K | $20.90M | 0.01% | Reduce |
| Goldman Sachs Group history | 307.02K | $19.76M | 0.00% | Reduce |
| Citadel Advisors history | 286.44K | $18.44M | 0.00% | Add |
| Franklin Resources history | 262.35K | $16.89M | 0.00% | Reduce |
| Renaissance Technologies history | 164.00K | $10.56M | 0.02% | Reduce |
| Manulife Financial history | 163.34K | $10.51M | 0.01% | Reduce |
| Ontario Teachers Pension Plan history | 110.49K | $7.11M | 0.16% | Reduce |
| Millennium Management history | 54.02K | $3.48M | 0.00% | Reduce |
| Point72 Asset Management history | 53.02K | $3.41M | 0.00% | New |
| Prudential Financial history | 34.29K | $2.21M | 0.00% | Reduce |
| Bridgewater Associates history | 33.70K | $2.17M | 0.01% | New |
| D. E. Shaw & Co history | 33.60K | $2.16M | 0.00% | Add |
| PNC Financial Services history | 30.76K | $1.98M | 0.00% | Add |
| Janus Henderson Group history | 20.69K | $1.33M | 0.00% | Add |
| National Pension Service of Korea history | 9.10K | $585.42K | 0.00% | Add |
| CPP Investments history | 5.50K | $353.98K | 0.00% | New |
| Lazard Asset Management history | 3.79K | $243.67K | 0.00% | Reduce |
| Fidelity International (FIL) history | 2.70K | $174.03K | 0.00% | Reduce |
| T. Rowe Price Associates history | 183.30K | $11.80K | 0.00% | Reduce |
| First Eagle Investment Management history | 59 | $3.80K | 0.00% | New |
Q3 2025 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 30.63M | $2.07B | 0.03% | Hold |
| BlackRock Inc history | 28.06M | $1.90B | 0.04% | Add |
| Geode Capital Management history | 4.69M | $315.79M | 0.02% | Add |
| JPMorgan Chase & Co history | 4.67M | $315.67M | 0.04% | Reduce |
| Invesco Ltd history | 3.89M | $263.01M | 0.04% | Add |
| MFS Investment Management history | 3.77M | $254.84M | 0.08% | Add |
| Charles Schwab Investment Management history | 2.80M | $189.45M | 0.03% | Add |
| Northern Trust Corp history | 2.63M | $177.48M | 0.02% | Reduce |
| Legal & General Investment Management America history | 2.57M | $173.67M | 0.04% | Add |
| BNY Mellon history | 2.15M | $145.61M | 0.03% | Reduce |
| Morgan Stanley history | 1.82M | $122.75M | 0.01% | Reduce |
| UBS Group AG history | 1.55M | $104.53M | 0.02% | Add |
| Bank of America Corp history | 1.35M | $90.98M | 0.01% | Add |
| Wellington Management Group history | 1.13M | $76.38M | 0.01% | Add |
| Millennium Management history | 620.30K | $41.91M | 0.02% | Reduce |
| Marshall Wace history | 508.16K | $34.34M | 0.04% | New |
| Principal Global Investors history | 486.27K | $32.86M | 0.02% | Reduce |
| AQR Capital Management history | 483.91K | $32.61M | 0.02% | Add |
| Amundi US history | 446.95K | $30.47M | 0.01% | Add |
| Wells Fargo & Co history | 384.35K | $25.97M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 371.31K | $25.09M | 0.00% | Reduce |
| Deutsche Bank AG history | 358.61K | $24.23M | 0.01% | Add |
| Goldman Sachs Group history | 320.18K | $21.63M | 0.00% | Add |
| Franklin Resources history | 305.47K | $20.64M | 0.01% | Add |
| Citigroup Inc history | 304.68K | $20.59M | 0.01% | Add |
| Two Sigma Investments history | 252.88K | $17.09M | 0.03% | Add |
| Citadel Advisors history | 207.20K | $14.00M | 0.00% | Reduce |
| Renaissance Technologies history | 185.80K | $12.55M | 0.02% | Add |
| Manulife Financial history | 167.25K | $11.30M | 0.01% | Reduce |
| Ontario Teachers Pension Plan history | 122.54K | $8.28M | 0.18% | Add |
| CDPQ (Caisse de Depot) history | 111.90K | $7.56M | 0.01% | Reduce |
| Prudential Financial history | 94.33K | $6.37M | 0.01% | Reduce |
| Balyasny Asset Management history | 45.35K | $3.06M | 0.00% | Reduce |
| PNC Financial Services history | 27.04K | $1.83M | 0.00% | Add |
| Janus Henderson Group history | 15.39K | $1.04M | 0.00% | Reduce |
| D. E. Shaw & Co history | 10.82K | $730.97K | 0.00% | Reduce |
| National Pension Service of Korea history | 6.08K | $411.03K | 0.00% | Add |
| Fidelity International (FIL) history | 4.46K | $301.36K | 0.00% | Reduce |
| Lazard Asset Management history | 4.15K | $280.35K | 0.00% | Reduce |
| T. Rowe Price Associates history | 651.82K | $44.04K | 0.01% | Add |
Q2 2025 — 41 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 30.78M | $1.92B | 0.03% | Hold |
| BlackRock Inc history | 27.74M | $1.73B | 0.03% | Add |
| JPMorgan Chase & Co history | 5.10M | $318.21M | 0.04% | Hold |
| Geode Capital Management history | 4.61M | $286.58M | 0.02% | Add |
| MFS Investment Management history | 3.72M | $231.81M | 0.07% | Reduce |
| Charles Schwab Investment Management history | 2.77M | $172.74M | 0.03% | Add |
| Northern Trust Corp history | 2.72M | $169.87M | 0.02% | Add |
| Legal & General Investment Management America history | 2.55M | $159.15M | 0.04% | Add |
| Norges Bank Investment Management history | 2.43M | $151.41M | 0.02% | Reduce |
| BNY Mellon history | 2.24M | $139.56M | 0.03% | Hold |
| Morgan Stanley history | 1.84M | $115.03M | 0.01% | Reduce |
| UBS Group AG history | 1.45M | $90.41M | 0.02% | Reduce |
| Bank of America Corp history | 1.13M | $70.36M | 0.01% | Reduce |
| Balyasny Asset Management history | 830.54K | $51.81M | 0.08% | Add |
| Invesco Ltd history | 753.20K | $46.98M | 0.01% | Add |
| Millennium Management history | 672.68K | $41.96M | 0.02% | Add |
| Fidelity Management & Research (FMR) history | 550.87K | $34.36M | 0.00% | Add |
| Principal Global Investors history | 496.42K | $30.97M | 0.02% | Reduce |
| Amundi US history | 386.65K | $24.48M | 0.01% | Add |
| Wells Fargo & Co history | 381.75K | $23.81M | 0.01% | Add |
| Deutsche Bank AG history | 352.85K | $22.01M | 0.01% | Add |
| Franklin Resources history | 303.66K | $18.94M | 0.01% | Add |
| Goldman Sachs Group history | 299.00K | $18.65M | 0.00% | Reduce |
| Citigroup Inc history | 298.70K | $18.63M | 0.01% | Add |
| Citadel Advisors history | 275.46K | $17.18M | 0.00% | Reduce |
| AQR Capital Management history | 236.04K | $14.52M | 0.01% | Add |
| Manulife Financial history | 175.38K | $10.94M | 0.01% | Reduce |
| CDPQ (Caisse de Depot) history | 159.64K | $9.96M | 0.02% | Reduce |
| Two Sigma Investments history | 151.35K | $9.44M | 0.02% | Reduce |
| Renaissance Technologies history | 123.00K | $7.67M | 0.01% | Add |
| Prudential Financial history | 114.66K | $7.15M | 0.01% | Add |
| Ontario Teachers Pension Plan history | 99.32K | $6.20M | 0.12% | Reduce |
| Wellington Management Group history | 88.07K | $5.49M | 0.00% | Reduce |
| Janus Henderson Group history | 34.13K | $2.13M | 0.00% | Add |
| PNC Financial Services history | 24.17K | $1.51M | 0.00% | Reduce |
| D. E. Shaw & Co history | 15.29K | $953.48K | 0.00% | Add |
| Fidelity International (FIL) history | 4.58K | $285.95K | 0.00% | Reduce |
| Bridgewater Associates history | 4.43K | $276.28K | 0.00% | New |
| National Pension Service of Korea history | 3.58K | $223.07K | 0.00% | Add |
| T. Rowe Price Associates history | 640.50K | $39.96K | 0.01% | Reduce |
| Lazard Asset Management history | 14.07K | $877 | 0.00% | Add |
Q1 2025 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 30.75M | $1.94B | 0.04% | Hold |
| BlackRock Inc history | 27.36M | $1.73B | 0.04% | Reduce |
| JPMorgan Chase & Co history | 5.11M | $322.63M | 0.05% | Add |
| Geode Capital Management history | 4.52M | $284.64M | 0.02% | Reduce |
| MFS Investment Management history | 4.22M | $266.22M | 0.09% | Add |
| Northern Trust Corp history | 2.70M | $170.20M | 0.03% | Add |
| Charles Schwab Investment Management history | 2.66M | $168.02M | 0.03% | Add |
| Legal & General Investment Management America history | 2.43M | $153.40M | 0.04% | Add |
| BNY Mellon history | 2.25M | $141.87M | 0.03% | Hold |
| Morgan Stanley history | 2.02M | $127.79M | 0.01% | Reduce |
| UBS Group AG history | 1.60M | $101.20M | 0.02% | Reduce |
| Bank of America Corp history | 1.14M | $71.79M | 0.01% | Add |
| Invesco Ltd history | 741.56K | $46.80M | 0.01% | Reduce |
| CDPQ (Caisse de Depot) history | 686.14K | $43.30M | 0.09% | Add |
| Principal Global Investors history | 503.33K | $31.77M | 0.02% | Hold |
| Fidelity Management & Research (FMR) history | 486.67K | $30.71M | 0.00% | Add |
| Wells Fargo & Co history | 374.71K | $23.65M | 0.01% | Add |
| Citadel Advisors history | 355.57K | $22.44M | 0.00% | Reduce |
| Balyasny Asset Management history | 312.69K | $19.73M | 0.03% | New |
| Goldman Sachs Group history | 308.73K | $19.48M | 0.00% | Reduce |
| Deutsche Bank AG history | 291.31K | $18.38M | 0.01% | Add |
| Amundi US history | 276.67K | $16.98M | 0.01% | Add |
| Two Sigma Investments history | 254.82K | $16.08M | 0.04% | Add |
| Franklin Resources history | 248.14K | $15.66M | 0.01% | Add |
| Millennium Management history | 220.69K | $13.93M | 0.01% | Reduce |
| Citigroup Inc history | 216.52K | $13.66M | 0.01% | Reduce |
| Manulife Financial history | 179.33K | $11.32M | 0.01% | Hold |
| AQR Capital Management history | 165.63K | $10.44M | 0.01% | Add |
| Ontario Teachers Pension Plan history | 102.80K | $6.49M | 0.10% | Add |
| Wellington Management Group history | 92.09K | $5.81M | 0.00% | Reduce |
| Renaissance Technologies history | 54.50K | $3.44M | 0.01% | New |
| Prudential Financial history | 36.49K | $2.30M | 0.00% | Reduce |
| PNC Financial Services history | 26.01K | $1.64M | 0.00% | Add |
| Fidelity International (FIL) history | 18.88K | $1.19M | 0.00% | Reduce |
| Janus Henderson Group history | 16.68K | $1.05M | 0.00% | Reduce |
| D. E. Shaw & Co history | 10.46K | $660.45K | 0.00% | Reduce |
| T. Rowe Price Associates history | 1.08M | $68.30K | 0.01% | Add |
| National Pension Service of Korea history | 812 | $51.24K | 0.00% | Add |
| Saudi Arabian Monetary Authority history | 86 | $5.43K | 0.03% | New |
| Lazard Asset Management history | 13.76K | $867 | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 63.10K sh · $4.64M
- Arrowstreet Capital 10.71K sh · $766.12K
- CPP Investments 3.40K sh · $243.10K
Fully Exited (vs previous quarter)
- Ontario Teachers Pension Plan sold 65.62K sh · $4.46M
- Janus Henderson Group sold 20.69K sh · $1.41M
- Bridgewater Associates sold 7.39K sh · $502.36K
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 | 33.17M | 30.11M | 28.36M | 28.06M | 27.74M | 27.36M | 27.53M | 26.93M | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 5.03M | 4.91M | 4.80M | 4.69M | 4.61M | 4.52M | 4.71M | 4.57M | 4.45M | 4.30M | 3.76M | 3.47M | 3.39M | 3.26M | 3.48M | 3.35M | 3.18M | 3.16M | 3.04M | 2.92M |
| MFS Investment Management | 4.47M | 4.19M | 4.21M | 3.77M | 3.72M | 4.22M | 4.02M | 3.12M | 3.24M | 2.65M | 2.62M | 2.29M | 1.95M | 1.93M | 1.95M | 1.70M | 1.61M | — | 1.53M | 1.52M |
| Invesco Ltd | 4.54M | 4.49M | 3.90M | 3.89M | 753.20K | 741.56K | 750.15K | 677.32K | 1.06M | 761.42K | 624.64K | 425.64K | 411.32K | 365.76K | 332.56K | 293.92K | 322.71K | 277.15K | 272.94K | 262.36K |
| Northern Trust Corp | 3.40M | 2.66M | 2.61M | 2.63M | 2.72M | 2.70M | 2.64M | 1.88M | 1.97M | 1.74M | 1.99M | 1.71M | 1.76M | 1.88M | 1.88M | 1.99M | 1.88M | 1.50M | 1.51M | 1.55M |
| Charles Schwab Investment Management | 3.26M | 3.05M | 2.95M | 2.80M | 2.77M | 2.66M | 2.64M | 2.60M | 2.50M | 2.49M | 2.44M | 2.34M | 2.32M | 2.28M | 2.23M | 2.12M | 1.92M | 1.92M | 1.82M | 1.76M |
| Norges Bank Investment Management | 2.85M | — | 2.86M | — | 2.43M | — | 2.56M | — | 2.52M | — | 2.42M | — | — | — | 2.23M | — | — | — | — | — |
| Legal & General Investment Management America | 2.65M | 2.74M | 2.70M | 2.57M | 2.55M | 2.43M | 2.35M | 2.74M | 2.87M | 3.27M | 3.25M | 2.84M | 2.80M | 2.78M | 2.56M | 2.43M | 2.56M | 2.10M | 2.01M | 2.02M |
| BNY Mellon | 2.31M | 2.35M | 2.32M | 2.15M | 2.24M | 2.25M | 2.24M | 2.25M | 2.52M | 2.52M | 2.56M | 1.09M | 1.11M | 1.12M | 1.14M | 1.35M | 1.17M | 1.11M | 1.07M | 765.05K |
| Morgan Stanley | 2.05M | 1.99M | 2.00M | 1.82M | 1.84M | 2.02M | 2.09M | 1.95M | 1.93M | 1.78M | 1.90M | 1.97M | 1.87M | 1.99M | 2.02M | 1.84M | 1.77M | 1.46M | 1.25M | 1.26M |
| UBS Group AG | 2.02M | 1.67M | 1.40M | 1.55M | 1.45M | 1.60M | 1.91M | 1.45M | 1.39M | 1.41M | 1.13M | 1.53M | 1.61M | 1.42M | 1.48M | 1.52M | 1.62M | 1.60M | 1.46M | 1.52M |
| Bank of America Corp | 1.79M | 1.37M | 1.33M | 1.35M | 1.13M | 1.14M | 806.02K | 922.00K | 877.16K | 821.41K | 569.47K | 568.49K | 471.75K | 681.20K | 507.00K | 500.81K | 478.43K | 436.76K | 491.90K | 490.16K |
| Deutsche Bank AG | 1.79M | 465.33K | 386.51K | 358.61K | 352.85K | 291.31K | 285.61K | 294.11K | 290.96K | 292.79K | 222.82K | 249.53K | 1.27M | 2.47M | 2.67M | 2.31M | 1.87M | 338.14K | 279.64K | 212.66K |
| Wellington Management Group | 1.26M | 1.43M | 1.22M | 1.13M | 88.07K | 92.09K | 319.74K | 253.42K | 114.21K | 29.20K | 27.47K | 37.19K | 21.43K | 935.08K | 1.01M | 1.15M | 1.15M | 22.66K | 23.02K | 22.83K |
| CDPQ (Caisse de Depot) | 1.08M | 485.73K | 704.04K | 111.90K | 159.64K | 686.14K | 571.29K | — | 66.80K | — | — | — | — | — | — | — | 34.10K | 83.00K | — | — |
| Amundi US | 905.90K | 900.19K | 796.31K | 446.95K | 386.65K | 276.67K | 271.70K | 261.34K | 266.35K | 307.54K | 414.04K | 482.46K | 317.31K | 278.26K | 274.94K | 260.19K | 230.34K | 227.49K | 227.73K | 212.79K |
| Two Sigma Investments | 771.15K | 801.70K | 418.00K | 252.88K | 151.35K | 254.82K | 47.80K | 36.62K | 25.60K | 7.11K | — | — | — | 55.52K | 18.18K | 22.10K | — | — | 26.60K | 80.71K |
| Citadel Advisors | 624.48K | 1.58M | 286.44K | 207.20K | 275.46K | 355.57K | 1.53M | 1.24M | 458.73K | 427.63K | 788.93K | 984.87K | 1.59M | 404.54K | 336.81K | 264.70K | 460.36K | 302.85K | 367.99K | 380.50K |
| Principal Global Investors | 505.69K | 488.97K | 471.16K | 486.27K | 496.42K | 503.33K | 501.57K | 506.69K | 728.54K | 823.47K | 802.43K | 16.66K | 15.79K | 20.88K | 19.75K | 21.25K | 24.21K | 22.89K | 16.86K | 18.57K |
| Marshall Wace | 487.29K | 810.73K | 683.99K | 508.16K | — | — | 96.98K | 191.93K | — | — | 6.60K | 176.39K | 615.39K | 75.04K | 27.89K | 11.20K | — | 8.28K | — | 32.61K |
▲ 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