YUMC — YUM CHINA HOLDINGS INC -W/I
Reported value held$5.09B
Funds holding (latest)56
SectorConsumer Discretionary
Funds holding (Q2 2026)41
Institutional value$4.12B · 100.67M sh
New / Add / Cut / Exit2 / 12 / 26 / 1
Top-5 / Top-10 concentration63.1% / 78.1%
Institutional holdings change
Accumulating +29.3%
(+22.82M sh)
Institutional value change
Up +7.8%
As of Q2 2026, 41 SEC-registered investment managers reported holding YUMC (YUM CHINA HOLDINGS INC -W/I) in their latest 13F filings, with a combined reported value of $4.12B across 100.67M shares. That is +29.3% by share count (+22.82M shares) versus the previous quarter, while reported value moved +7.8%. Ownership is concentrated: the five largest holders account for 63.1% of reported value and the top ten for 78.1%.
Compared with the prior quarter, 2 opened new positions, 12 added to existing stakes, 26 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
YUMC 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 — 41 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 24.12M | $985.18M | 0.11% | New |
| Principal Global Investors history | 21.13M | $861.18M | 0.42% | Reduce |
| Dodge & Cox history | 8.37M | $341.90M | 0.18% | Hold |
| Norges Bank Investment Management history | 5.62M | $229.76M | 0.02% | Reduce |
| Goldman Sachs Group history | 4.40M | $179.74M | 0.05% | Add |
| BNY Mellon history | 3.59M | $146.83M | 0.02% | Reduce |
| Fidelity International (FIL) history | 3.46M | $141.35M | 0.10% | Reduce |
| Fidelity Management & Research (FMR) history | 2.85M | $116.30M | 0.01% | Reduce |
| Wellington Management Group history | 2.61M | $106.53M | 0.02% | Reduce |
| Millennium Management history | 2.60M | $106.29M | 0.04% | Add |
| Arrowstreet Capital history | 2.47M | $100.68M | 0.04% | Add |
| Bank of America Corp history | 2.36M | $96.26M | 0.01% | Reduce |
| Franklin Resources history | 1.96M | $80.06M | 0.02% | Reduce |
| Temasek Holdings history | 1.92M | $78.33M | 0.22% | Reduce |
| Legal & General Investment Management America history | 1.87M | $76.29M | 0.02% | Reduce |
| Amundi US history | 1.17M | $52.73M | 0.01% | Reduce |
| Invesco Ltd history | 1.14M | $46.42M | 0.00% | Reduce |
| Morgan Stanley history | 1.05M | $42.87M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 1.04M | $42.59M | 0.01% | Add |
| Deutsche Bank AG history | 955.63K | $39.06M | 0.01% | Reduce |
| PSP Investments history | 832.64K | $33.93M | 0.09% | Add |
| Citigroup Inc history | 756.59K | $30.92M | 0.01% | Add |
| Point72 Asset Management history | 720.86K | $29.46M | 0.12% | Add |
| Renaissance Technologies history | 694.90K | $28.40M | 0.04% | Add |
| Marshall Wace history | 560.92K | $22.89M | 0.02% | Add |
| BlackRock Inc history | 442.62K | $18.09M | 0.00% | Reduce |
| Lazard Asset Management history | 421.17K | $17.21M | 0.03% | Add |
| Northern Trust Corp history | 363.19K | $14.84M | 0.00% | Reduce |
| MFS Investment Management history | 137.69K | $10.45M | 0.00% | Reduce |
| Wells Fargo & Co history | 196.76K | $8.04M | 0.00% | Reduce |
| D. E. Shaw & Co history | 166.98K | $6.82M | 0.00% | Reduce |
| Manulife Financial history | 140.47K | $5.73M | 0.01% | Reduce |
| Two Sigma Investments history | 121.64K | $4.97M | 0.00% | Add |
| PNC Financial Services history | 97.32K | $3.98M | 0.00% | Reduce |
| National Pension Service of Korea history | 91.67K | $3.75M | 0.00% | Reduce |
| CDPQ (Caisse de Depot) history | 78.62K | $3.21M | 0.01% | Reduce |
| Citadel Advisors history | 72.90K | $2.98M | 0.00% | Reduce |
| AQR Capital Management history | 50.57K | $2.06M | 0.00% | Reduce |
| UBS Group AG history | 20.08K | $820.67K | 0.00% | Reduce |
| BROWN BROTHERS HARRIMAN & CO history | 5.38K | $220.00K | 0.00% | New |
| T. Rowe Price Associates history | 26.55K | $1.09K | 0.00% | Add |
Q1 2026 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Principal Global Investors history | 22.61M | $1.11B | 0.59% | Add |
| Dodge & Cox history | 8.35M | $407.40M | 0.22% | Reduce |
| Fidelity Management & Research (FMR) history | 4.49M | $219.78M | 0.01% | Add |
| Fidelity International (FIL) history | 3.77M | $184.55M | 0.14% | Reduce |
| Goldman Sachs Group history | 3.71M | $180.94M | 0.02% | Add |
| BNY Mellon history | 3.67M | $179.05M | 0.03% | Reduce |
| Bank of America Corp history | 3.47M | $169.13M | 0.01% | Reduce |
| Wellington Management Group history | 2.88M | $141.11M | 0.03% | Reduce |
| Temasek Holdings history | 2.72M | $132.56M | 0.43% | Reduce |
| Franklin Resources history | 2.19M | $108.43M | 0.03% | Reduce |
| Legal & General Investment Management America history | 1.97M | $96.21M | 0.02% | Hold |
| Arrowstreet Capital history | 1.76M | $86.00M | 0.05% | Hold |
| Citadel Advisors history | 1.63M | $79.66M | 0.01% | Add |
| UBS Group AG history | 1.62M | $79.18M | 0.01% | Add |
| Millennium Management history | 1.55M | $75.70M | 0.03% | Add |
| Morgan Stanley history | 1.31M | $63.84M | 0.00% | Reduce |
| Amundi US history | 1.22M | $62.90M | 0.02% | Reduce |
| Invesco Ltd history | 1.16M | $56.59M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 1.01M | $49.24M | 0.01% | Add |
| Deutsche Bank AG history | 999.13K | $48.74M | 0.02% | Reduce |
| PSP Investments history | 700.04K | $34.20M | 0.11% | Reduce |
| AQR Capital Management history | 642.42K | $31.58M | 0.01% | Add |
| Renaissance Technologies history | 537.70K | $26.23M | 0.04% | Reduce |
| BlackRock Inc history | 459.31K | $22.40M | 0.00% | Reduce |
| Citigroup Inc history | 415.04K | $20.25M | 0.01% | Add |
| D. E. Shaw & Co history | 411.90K | $20.09M | 0.01% | Reduce |
| Northern Trust Corp history | 410.47K | $20.02M | 0.00% | Reduce |
| MFS Investment Management history | 209.52K | $18.24M | 0.01% | Reduce |
| Manulife Financial history | 367.77K | $18.06M | 0.02% | Reduce |
| Lazard Asset Management history | 352.74K | $17.21M | 0.03% | Reduce |
| Marshall Wace history | 266.85K | $13.12M | 0.01% | Reduce |
| CDPQ (Caisse de Depot) history | 212.22K | $10.38M | 0.02% | Add |
| Wells Fargo & Co history | 206.97K | $10.10M | 0.00% | Add |
| Point72 Asset Management history | 157.24K | $7.67M | 0.01% | Add |
| Balyasny Asset Management history | 132.51K | $6.46M | 0.01% | New |
| PNC Financial Services history | 102.47K | $5.00M | 0.00% | Reduce |
| National Pension Service of Korea history | 96.64K | $4.71M | 0.00% | Hold |
| Two Sigma Investments history | 57.65K | $2.81M | 0.00% | New |
| T. Rowe Price Associates history | 25.77K | $1.26K | 0.00% | Reduce |
Q4 2025 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 25.40M | $1.21B | 0.17% | Reduce |
| Principal Global Investors history | 21.96M | $1.04B | 0.53% | Add |
| Vanguard Group history | 15.31M | $725.00M | 0.01% | Reduce |
| Dodge & Cox history | 8.55M | $408.37M | 0.22% | Hold |
| Norges Bank Investment Management history | 5.88M | $280.66M | 0.03% | Add |
| MFS Investment Management history | 4.97M | $237.32M | 0.08% | Add |
| Wellington Management Group history | 4.32M | $205.57M | 0.04% | Reduce |
| Fidelity International (FIL) history | 4.29M | $204.39M | 0.15% | Reduce |
| BNY Mellon history | 4.11M | $196.28M | 0.04% | Hold |
| Temasek Holdings history | 4.06M | $193.60M | 0.61% | Reduce |
| Bank of America Corp history | 3.50M | $166.89M | 0.01% | Hold |
| Morgan Stanley history | 2.46M | $117.51M | 0.01% | Reduce |
| Franklin Resources history | 2.25M | $106.78M | 0.03% | Add |
| Fidelity Management & Research (FMR) history | 2.21M | $105.67M | 0.01% | Reduce |
| Legal & General Investment Management America history | 1.97M | $93.64M | 0.02% | Reduce |
| Goldman Sachs Group history | 1.95M | $93.22M | 0.01% | Reduce |
| Arrowstreet Capital history | 1.76M | $83.80M | 0.05% | Add |
| UBS Group AG history | 1.55M | $74.05M | 0.01% | Reduce |
| Amundi US history | 1.28M | $64.46M | 0.02% | Reduce |
| Invesco Ltd history | 1.27M | $60.61M | 0.01% | Reduce |
| Millennium Management history | 1.02M | $48.79M | 0.02% | Reduce |
| Deutsche Bank AG history | 1.02M | $48.78M | 0.02% | Reduce |
| Charles Schwab Investment Management history | 963.56K | $45.84M | 0.01% | Add |
| D. E. Shaw & Co history | 777.09K | $37.10M | 0.02% | Add |
| PSP Investments history | 704.54K | $33.36M | 0.11% | Hold |
| Renaissance Technologies history | 640.30K | $30.57M | 0.05% | Add |
| Citadel Advisors history | 564.95K | $26.97M | 0.00% | Reduce |
| BlackRock Inc history | 542.54K | $25.90M | 0.00% | Reduce |
| Lazard Asset Management history | 504.68K | $24.08M | 0.04% | Reduce |
| Northern Trust Corp history | 444.88K | $21.24M | 0.00% | Reduce |
| Manulife Financial history | 373.12K | $17.74M | 0.01% | Reduce |
| Marshall Wace history | 320.66K | $15.20M | 0.01% | Reduce |
| Citigroup Inc history | 285.54K | $13.63M | 0.01% | Reduce |
| Wells Fargo & Co history | 184.65K | $8.81M | 0.00% | Add |
| CDPQ (Caisse de Depot) history | 153.67K | $7.28M | 0.01% | Add |
| Point72 Asset Management history | 148.39K | $7.08M | 0.01% | New |
| PNC Financial Services history | 103.89K | $4.96M | 0.00% | Reduce |
| National Pension Service of Korea history | 96.64K | $4.61M | 0.00% | Reduce |
| AQR Capital Management history | 73.90K | $3.50M | 0.00% | Add |
| T. Rowe Price Associates history | 26.17K | $1.25K | 0.00% | Reduce |
Q3 2025 — 42 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 27.25M | $1.17B | 0.15% | Reduce |
| Principal Global Investors history | 20.17M | $883.69M | 0.45% | Add |
| Vanguard Group history | 15.55M | $680.25M | 0.01% | Add |
| Dodge & Cox history | 8.52M | $365.72M | 0.20% | Hold |
| Fidelity International (FIL) history | 4.79M | $205.91M | 0.16% | Reduce |
| MFS Investment Management history | 4.73M | $203.20M | 0.06% | Add |
| Temasek Holdings history | 4.65M | $199.78M | 0.69% | Add |
| Wellington Management Group history | 4.45M | $192.93M | 0.04% | Reduce |
| BNY Mellon history | 4.11M | $176.56M | 0.03% | Add |
| Bank of America Corp history | 3.51M | $150.56M | 0.01% | Reduce |
| BlackRock Inc history | 2.61M | $112.04M | 0.00% | Reduce |
| Morgan Stanley history | 2.52M | $107.95M | 0.01% | Reduce |
| Legal & General Investment Management America history | 2.31M | $99.44M | 0.02% | Add |
| Fidelity Management & Research (FMR) history | 2.26M | $96.84M | 0.01% | Reduce |
| Franklin Resources history | 2.22M | $96.66M | 0.03% | Add |
| UBS Group AG history | 2.15M | $92.30M | 0.01% | Add |
| Goldman Sachs Group history | 2.05M | $88.15M | 0.01% | Add |
| Millennium Management history | 1.96M | $84.49M | 0.04% | Add |
| Arrowstreet Capital history | 1.73M | $74.60M | 0.05% | Reduce |
| Invesco Ltd history | 1.67M | $71.72M | 0.01% | Reduce |
| Manulife Financial history | 1.54M | $67.53M | 0.06% | Reduce |
| Amundi US history | 1.30M | $56.31M | 0.02% | Reduce |
| Deutsche Bank AG history | 1.19M | $51.18M | 0.02% | Reduce |
| Northern Trust Corp history | 1.11M | $47.74M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 944.10K | $40.91M | 0.01% | Reduce |
| D. E. Shaw & Co history | 730.11K | $31.34M | 0.02% | Add |
| PSP Investments history | 703.34K | $30.83M | 0.11% | Add |
| Citadel Advisors history | 692.17K | $29.71M | 0.01% | Reduce |
| Renaissance Technologies history | 589.10K | $25.28M | 0.03% | Add |
| Lazard Asset Management history | 534.78K | $22.98M | 0.03% | Add |
| Marshall Wace history | 447.05K | $19.45M | 0.02% | Reduce |
| Balyasny Asset Management history | 382.33K | $16.41M | 0.02% | Add |
| Citigroup Inc history | 350.83K | $15.06M | 0.01% | Add |
| CPP Investments history | 244.80K | $10.51M | 0.01% | Add |
| Wells Fargo & Co history | 164.30K | $7.05M | 0.00% | Add |
| CDPQ (Caisse de Depot) history | 131.85K | $5.78M | 0.01% | Add |
| PNC Financial Services history | 105.75K | $4.54M | 0.00% | Reduce |
| National Pension Service of Korea history | 97.63K | $4.19M | 0.00% | Hold |
| AQR Capital Management history | 10.66K | $461.16K | 0.00% | Reduce |
| Two Sigma Investments history | 10.30K | $442.08K | 0.00% | Reduce |
| Prudential Financial history | 5.11K | $220.28K | 0.00% | Reduce |
| T. Rowe Price Associates history | 812.73K | $34.88K | 0.00% | Reduce |
Q2 2025 — 58 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 29.15M | $1.30B | 0.18% | Add |
| JPMorgan Chase & Co history | 29.15M | $1.30B | 0.18% | Add |
| BlackRock Inc history | 17.73M | $792.54M | 0.02% | Add |
| BlackRock Inc history | 17.73M | $792.54M | 0.02% | Add |
| Principal Global Investors history | 17.57M | $785.57M | 0.41% | Add |
| Vanguard Group history | 15.39M | $690.79M | 0.01% | Add |
| Dodge & Cox history | 8.52M | $380.77M | 0.21% | Hold |
| Fidelity International (FIL) history | 4.90M | $219.16M | 0.19% | Reduce |
| Fidelity International (FIL) history | 4.90M | $219.16M | 0.19% | Reduce |
| Wellington Management Group history | 4.79M | $214.23M | 0.04% | Add |
| Norges Bank Investment Management history | 4.51M | $201.81M | 0.03% | Add |
| Norges Bank Investment Management history | 4.51M | $201.81M | 0.03% | Add |
| MFS Investment Management history | 4.14M | $185.24M | 0.06% | Reduce |
| Bank of America Corp history | 4.09M | $182.66M | 0.01% | Reduce |
| BNY Mellon history | 3.98M | $177.80M | 0.03% | Add |
| Temasek Holdings history | 3.72M | $166.40M | 0.64% | Add |
| Temasek Holdings history | 3.72M | $166.40M | 0.64% | Add |
| Arrowstreet Capital history | 3.44M | $153.92M | 0.11% | Reduce |
| Invesco Ltd history | 3.21M | $143.34M | 0.03% | Reduce |
| Morgan Stanley history | 2.70M | $120.73M | 0.01% | Reduce |
| Morgan Stanley history | 2.70M | $120.73M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 2.28M | $101.91M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 2.28M | $101.91M | 0.01% | Reduce |
| Legal & General Investment Management America history | 2.24M | $100.07M | 0.03% | Reduce |
| Geode Capital Management history | 2.18M | $96.45M | 0.01% | Reduce |
| Northern Trust Corp history | 1.97M | $87.98M | 0.01% | Reduce |
| Goldman Sachs Group history | 1.94M | $86.55M | 0.01% | Add |
| Goldman Sachs Group history | 1.94M | $86.55M | 0.01% | Add |
| Manulife Financial history | 1.79M | $80.08M | 0.07% | Reduce |
| UBS Group AG history | 1.67M | $74.79M | 0.01% | Reduce |
| Franklin Resources history | 1.55M | $69.41M | 0.02% | Add |
| Deutsche Bank AG history | 1.42M | $63.36M | 0.02% | Reduce |
| Deutsche Bank AG history | 1.42M | $63.36M | 0.02% | Reduce |
| Amundi US history | 1.37M | $63.02M | 0.02% | Reduce |
| Marshall Wace history | 1.13M | $50.71M | 0.06% | Reduce |
| Millennium Management history | 1.11M | $49.63M | 0.03% | Add |
| Citadel Advisors history | 966.07K | $43.19M | 0.01% | Add |
| Citadel Advisors history | 966.07K | $43.19M | 0.01% | Add |
| Charles Schwab Investment Management history | 960.49K | $42.97M | 0.01% | Reduce |
| Renaissance Technologies history | 536.50K | $23.99M | 0.03% | New |
| Renaissance Technologies history | 536.50K | $23.99M | 0.03% | New |
| PSP Investments history | 484.89K | $21.70M | 0.09% | Add |
| AQR Capital Management history | 354.92K | $15.81M | 0.01% | Reduce |
| Citigroup Inc history | 249.16K | $11.14M | 0.01% | Reduce |
| Coatue Management history | 231.35K | $10.34M | 0.03% | New |
| CPP Investments history | 168.40K | $7.53M | 0.01% | Add |
| CPP Investments history | 168.40K | $7.53M | 0.01% | Add |
| Wells Fargo & Co history | 157.21K | $7.03M | 0.00% | Reduce |
| PNC Financial Services history | 107.31K | $4.80M | 0.00% | Reduce |
| National Pension Service of Korea history | 97.63K | $4.37M | 0.00% | Hold |
| Two Sigma Investments history | 81.85K | $3.66M | 0.01% | Reduce |
| Two Sigma Investments history | 81.85K | $3.66M | 0.01% | Reduce |
| Prudential Financial history | 72.83K | $3.26M | 0.00% | Reduce |
| CDPQ (Caisse de Depot) history | 71.12K | $3.18M | 0.01% | Reduce |
| D. E. Shaw & Co history | 36.84K | $1.65M | 0.00% | Add |
| Balyasny Asset Management history | 26.45K | $1.18M | 0.00% | New |
| T. Rowe Price Associates history | 2.93M | $130.81K | 0.01% | Reduce |
| Lazard Asset Management history | 280.76K | $12.55K | 0.02% | Reduce |
Q1 2025 — 59 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 23.99M | $1.25B | 0.19% | Add |
| JPMorgan Chase & Co history | 23.99M | $1.25B | 0.19% | Add |
| BlackRock Inc history | 16.88M | $878.76M | 0.02% | Add |
| BlackRock Inc history | 16.88M | $878.76M | 0.02% | Add |
| Vanguard Group history | 15.24M | $796.72M | 0.01% | Add |
| Principal Global Investors history | 14.10M | $734.15M | 0.41% | Add |
| Fidelity Management & Research (FMR) history | 10.37M | $539.70M | 0.04% | Add |
| Fidelity Management & Research (FMR) history | 10.37M | $539.70M | 0.04% | Add |
| Dodge & Cox history | 8.51M | $443.20M | 0.25% | Hold |
| Fidelity International (FIL) history | 5.24M | $272.66M | 0.26% | Reduce |
| Fidelity International (FIL) history | 5.24M | $272.66M | 0.26% | Reduce |
| Arrowstreet Capital history | 4.43M | $230.79M | 0.19% | Reduce |
| Bank of America Corp history | 4.38M | $228.10M | 0.02% | Add |
| MFS Investment Management history | 4.19M | $217.89M | 0.07% | Add |
| Wellington Management Group history | 4.00M | $208.19M | 0.04% | Reduce |
| BNY Mellon history | 3.84M | $199.74M | 0.04% | Add |
| Invesco Ltd history | 3.44M | $178.85M | 0.04% | Add |
| UBS Group AG history | 3.24M | $168.45M | 0.03% | Add |
| Morgan Stanley history | 3.08M | $160.21M | 0.01% | Reduce |
| Morgan Stanley history | 3.08M | $160.21M | 0.01% | Reduce |
| Temasek Holdings history | 2.85M | $148.56M | 0.60% | Reduce |
| Temasek Holdings history | 2.85M | $148.56M | 0.60% | Reduce |
| Legal & General Investment Management America history | 2.39M | $124.42M | 0.03% | Hold |
| Geode Capital Management history | 2.20M | $113.48M | 0.01% | Reduce |
| Northern Trust Corp history | 2.08M | $108.12M | 0.02% | Add |
| Manulife Financial history | 1.85M | $96.35M | 0.09% | Add |
| Marshall Wace history | 1.81M | $94.35M | 0.12% | Add |
| Goldman Sachs Group history | 1.71M | $89.24M | 0.01% | Reduce |
| Goldman Sachs Group history | 1.71M | $89.24M | 0.01% | Reduce |
| Deutsche Bank AG history | 1.56M | $81.04M | 0.03% | Add |
| Deutsche Bank AG history | 1.56M | $81.04M | 0.03% | Add |
| Franklin Resources history | 1.50M | $78.44M | 0.02% | Reduce |
| Amundi US history | 1.49M | $78.24M | 0.03% | Reduce |
| Charles Schwab Investment Management history | 980.55K | $51.05M | 0.01% | Add |
| Citigroup Inc history | 955.26K | $49.73M | 0.03% | Add |
| Millennium Management history | 664.99K | $34.62M | 0.02% | Add |
| Citadel Advisors history | 484.56K | $25.23M | 0.01% | Reduce |
| Citadel Advisors history | 484.56K | $25.23M | 0.01% | Reduce |
| Bridgewater Associates history | 453.16K | $23.59M | 0.11% | Add |
| Bridgewater Associates history | 453.16K | $23.59M | 0.11% | Add |
| AQR Capital Management history | 386.63K | $19.92M | 0.02% | Reduce |
| Janus Henderson Group history | 373.57K | $19.77M | 0.01% | Add |
| Hillhouse Capital (HHLR Advisors) history | 292.12K | $15.21M | 0.43% | New |
| Hillhouse Capital (HHLR Advisors) history | 292.12K | $15.21M | 0.43% | New |
| CDPQ (Caisse de Depot) history | 202.32K | $10.53M | 0.02% | Add |
| Davidson Kempner Capital Management history | 200.00K | $10.41M | 0.24% | New |
| Wells Fargo & Co history | 173.19K | $9.02M | 0.00% | Hold |
| Two Sigma Investments history | 171.02K | $8.90M | 0.02% | Reduce |
| Two Sigma Investments history | 171.02K | $8.90M | 0.02% | Reduce |
| PSP Investments history | 143.59K | $7.48M | 0.03% | Add |
| PNC Financial Services history | 117.37K | $6.11M | 0.00% | Reduce |
| CPP Investments history | 110.40K | $5.75M | 0.01% | New |
| CPP Investments history | 110.40K | $5.75M | 0.01% | New |
| National Pension Service of Korea history | 97.63K | $5.08M | 0.01% | Reduce |
| Polen Capital Management history | 86.05K | $4.48M | 0.01% | Hold |
| Prudential Financial history | 74.13K | $3.86M | 0.01% | Reduce |
| D. E. Shaw & Co history | 11.75K | $611.55K | 0.00% | Reduce |
| T. Rowe Price Associates history | 10.14M | $527.86K | 0.07% | Reduce |
| Lazard Asset Management history | 416.00K | $21.66K | 0.04% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 24.12M sh · $985.18M
- BROWN BROTHERS HARRIMAN & CO 5.38K sh · $220.00K
Fully Exited (vs previous quarter)
- Balyasny Asset Management sold 132.51K sh · $6.46M
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | 24.12M | — | 25.40M | 27.25M | 29.15M | 23.99M | 18.55M | 18.15M | 19.62M | 20.31M | 17.87M | 18.28M | 15.19M | 15.72M | 16.97M | 17.58M | 18.24M | 18.36M | 18.73M | 18.78M |
| Principal Global Investors | 21.13M | 22.61M | 21.96M | 20.17M | 17.57M | 14.10M | 10.40M | 7.87M | 5.26M | 4.42M | 3.97M | 3.77M | 3.92M | 3.77M | 3.30M | — | — | 41.77K | 30.29K | 33.81K |
| Dodge & Cox | 8.37M | 8.35M | 8.55M | 8.52M | 8.52M | 8.51M | 8.51M | 10.68M | 10.68M | 6.72M | 3.17M | 13.26K | 13.56K | 12.96K | 13.85K | 5.75K | 13.40K | 6.00K | 12.20K | 11.90K |
| Norges Bank Investment Management | 5.62M | — | 5.88M | — | 4.51M | — | 4.15M | — | 5.82M | — | 6.26M | — | — | — | 5.39M | — | — | — | — | — |
| Goldman Sachs Group | 4.40M | 3.71M | 1.95M | 2.05M | 1.94M | 1.71M | 2.55M | 1.86M | 2.12M | 1.91M | 1.89M | 2.96M | 3.76M | 3.19M | 4.68M | 4.73M | 3.04M | 2.13M | 5.76M | 4.84M |
| BNY Mellon | 3.59M | 3.67M | 4.11M | 4.11M | 3.98M | 3.84M | 3.73M | 746.96K | 1.03M | 1.57M | 2.16M | 2.14M | 2.20M | 2.13M | 2.32M | 4.34M | 4.38M | 5.15M | 4.23M | 4.21M |
| Fidelity International (FIL) | 3.46M | 3.77M | 4.29M | 4.79M | 4.90M | 5.24M | 5.68M | 6.36M | 7.96M | 7.46M | 7.58M | 7.00M | 6.17M | 5.45M | 5.23M | 4.26M | 4.04M | 3.64M | 3.23M | 2.77M |
| Fidelity Management & Research (FMR) | 2.85M | 4.49M | 2.21M | 2.26M | 2.28M | 10.37M | 8.56M | 3.59M | 83.92K | 705.67K | 724.09K | 1.80M | 2.47M | 2.97M | 1.65M | 1.68M | 1.64M | 2.49M | 1.54M | 1.59M |
| Wellington Management Group | 2.61M | 2.88M | 4.32M | 4.45M | 4.79M | 4.00M | 4.58M | 2.34M | 2.65M | 97.03K | 59.94K | 196.88K | 201.63K | 215.63K | 2.49M | 5.39M | 5.58M | 910.61K | 910.98K | 904.24K |
| Millennium Management | 2.60M | 1.55M | 1.02M | 1.96M | 1.11M | 664.99K | 567.44K | 566.30K | 841.61K | 1.55M | 1.29M | 481.85K | 551.95K | 311.42K | 1.18M | 2.20M | 2.16M | 44.72K | 1.26M | 372.79K |
| Arrowstreet Capital | 2.47M | 1.76M | 1.76M | 1.73M | 3.44M | 4.43M | 4.75M | 2.18M | — | 282.21K | — | — | — | — | — | — | — | — | — | — |
| Bank of America Corp | 2.36M | 3.47M | 3.50M | 3.51M | 4.09M | 4.38M | 2.81M | 3.55M | 3.60M | 5.57M | 5.22M | 5.78M | 5.30M | 5.76M | 4.75M | 5.20M | 5.43M | 4.68M | 4.94M | 5.28M |
| Franklin Resources | 1.96M | 2.19M | 2.25M | 2.22M | 1.55M | 1.50M | 1.66M | 1.80M | 1.73M | 1.61M | 1.39M | 1.27M | 1.21M | 974.81K | 1.12M | 1.56M | 1.58M | 1.38M | 1.40M | 7.22M |
| Temasek Holdings | 1.92M | 2.72M | 4.06M | 4.65M | 3.72M | 2.85M | 3.41M | 2.94M | 1.82M | 1.82M | 1.82M | 1.82M | 1.82M | 1.82M | 1.82M | 1.82M | — | — | — | — |
| Legal & General Investment Management America | 1.87M | 1.97M | 1.97M | 2.31M | 2.24M | 2.39M | 2.40M | 3.88M | 3.94M | 4.19M | 3.98M | 3.14M | 3.78M | 3.09M | 3.08M | 2.98M | 3.26M | 3.19M | 2.94M | 2.83M |
| Amundi US | 1.17M | 1.22M | 1.28M | 1.30M | 1.37M | 1.49M | 1.86M | 1.97M | 1.90M | 2.03M | 3.26M | 3.87M | 2.74M | 2.72M | 2.44M | 2.76M | 2.12M | 2.16M | 1.56M | 1.35M |
| Invesco Ltd | 1.14M | 1.16M | 1.27M | 1.67M | 3.21M | 3.44M | 3.33M | 5.80M | 15.14M | 18.39M | 31.41M | 30.43M | 34.29M | 39.13M | 39.96M | 40.36M | 40.51M | 40.93M | 40.73M | 40.27M |
| Morgan Stanley | 1.05M | 1.31M | 2.46M | 2.52M | 2.70M | 3.08M | 4.77M | 4.13M | 2.28M | 2.43M | 3.02M | 2.22M | 2.15M | 2.30M | 2.08M | 1.80M | 1.68M | 1.33M | 1.60M | 1.46M |
| Charles Schwab Investment Management | 1.04M | 1.01M | 963.56K | 944.10K | 960.49K | 980.55K | 971.35K | 975.42K | 899.02K | — | — | — | — | — | — | — | 194.58K | 224.58K | 193.58K | 169.51K |
| Deutsche Bank AG | 955.63K | 999.13K | 1.02M | 1.19M | 1.42M | 1.56M | 1.33M | 1.65M | 2.42M | 2.39M | 2.27M | 2.22M | 2.34M | 2.29M | 3.11M | 3.22M | 3.19M | 2.40M | 1.15M | 1.10M |
▲ 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