AAPL — APPLE INC
Reported value held$1,647.56B
Funds holding (latest)83
SectorTechnology
Index member: Invesco QQQ Trust · S&P 500
Funds holding (Q2 2026)63
Institutional value$1,251.00B · 4.48B sh
New / Add / Cut / Exit3 / 27 / 27 / 4
Top-5 / Top-10 concentration53.9% / 72.4%
Institutional holdings change
Accumulating +8.0%
(+331.36M sh)
Institutional value change
Up +24.7%
As of Q2 2026, 63 SEC-registered investment managers reported holding AAPL (APPLE INC) in their latest 13F filings, with a combined reported value of $1,251.00B across 4.48B shares. That is +8.0% by share count (+331.36M shares) versus the previous quarter, while reported value moved +24.7%. Ownership is concentrated: the five largest holders account for 53.9% of reported value and the top ten for 72.4%.
Compared with the prior quarter, 3 opened new positions, 27 added to existing stakes, 27 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
AAPL is a constituent of the Invesco QQQ Trust, S&P 500 and is classified in the Technology 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 — 63 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.16B | $337.01B | 5.30% | Add |
| Geode Capital Management history | 371.34M | $107.17B | 5.72% | Add |
| Fidelity Management & Research (FMR) history | 325.35M | $94.14B | 4.52% | Add |
| Morgan Stanley history | 242.61M | $70.20B | 3.91% | Reduce |
| Berkshire Hathaway history | 227.92M | $65.95B | 22.04% | Hold |
| Norges Bank Investment Management history | 190.73M | $55.19B | 5.51% | Reduce |
| Invesco Ltd history | 187.97M | $54.39B | 4.54% | Add |
| Northern Trust Corp history | 157.79M | $45.66B | 5.32% | Reduce |
| Goldman Sachs Group history | 136.31M | $39.44B | 3.56% | Add |
| Bank of America Corp history | 127.82M | $36.99B | 2.46% | Add |
| Legal & General Investment Management America history | 105.21M | $30.44B | 6.36% | Reduce |
| Charles Schwab Investment Management history | 101.37M | $29.33B | 3.91% | Reduce |
| BNY Mellon history | 88.40M | $25.58B | 4.25% | Reduce |
| Amundi US history | 70.76M | $20.47B | 5.05% | Reduce |
| Franklin Resources history | 69.20M | $20.02B | 4.58% | Add |
| UBS Group AG history | 66.40M | $19.21B | 2.57% | Add |
| Wells Fargo & Co history | 62.53M | $18.09B | 3.06% | Add |
| Citadel Advisors history | 60.10M | $17.39B | 2.06% | Add |
| Wellington Management Group history | 59.45M | $17.20B | 3.13% | Reduce |
| Capital Research Global Investors history | 59.39M | $17.18B | 2.52% | Reduce |
| Deutsche Bank AG history | 47.20M | $13.66B | 4.19% | Add |
| Citigroup Inc history | 41.80M | $12.10B | 4.22% | Add |
| Capital World Investors history | 39.34M | $11.38B | 1.42% | Add |
| National Pension Service of Korea history | 31.52M | $9.12B | 5.91% | Add |
| MFS Investment Management history | 30.36M | $8.93B | 2.98% | Hold |
| Arrowstreet Capital history | 29.89M | $8.65B | 3.84% | Add |
| H&H International Investment history | 27.10M | $7.84B | 41.05% | Reduce |
| CPP Investments history | 26.49M | $7.67B | 4.25% | Add |
| Principal Global Investors history | 21.45M | $6.21B | 3.05% | Add |
| PNC Financial Services history | 18.80M | $5.44B | 2.70% | Reduce |
| AQR Capital Management history | 17.56M | $5.01B | 1.75% | Add |
| Millennium Management history | 14.70M | $4.25B | 1.64% | Reduce |
| Prudential Financial history | 13.14M | $3.80B | 4.15% | Reduce |
| Fidelity International (FIL) history | 11.50M | $3.33B | 2.39% | Add |
| Manulife Financial history | 10.30M | $2.98B | 2.42% | Reduce |
| Marshall Wace history | 9.49M | $2.75B | 2.18% | Add |
| CDPQ (Caisse de Depot) history | 9.33M | $2.70B | 3.85% | Reduce |
| Lazard Asset Management history | 8.14M | $2.35B | 3.67% | Reduce |
| D. E. Shaw & Co history | 7.40M | $2.14B | 1.12% | Reduce |
| JPMorgan Chase & Co history | 6.35M | $1.79B | 0.21% | New |
| Balyasny Asset Management history | 5.37M | $1.55B | 2.03% | Reduce |
| PSP Investments history | 4.79M | $1.39B | 3.59% | Add |
| Two Sigma Investments history | 4.41M | $1.27B | 0.99% | Reduce |
| Alkeon Capital Management history | 3.06M | $884.21M | 1.19% | Reduce |
| Baillie Gifford & Co history | 1.76M | $509.44M | 0.46% | Add |
| Renaissance Technologies history | 1.59M | $459.06M | 0.63% | Reduce |
| Markel Corp history | 1.23M | $355.13M | 2.71% | Hold |
| Saudi Arabian Monetary Authority history | 1.03M | $297.37M | 3.90% | Add |
| Point72 Asset Management history | 866.20K | $250.64M | 0.29% | Add |
| Appaloosa Management history | 835.00K | $241.62M | 3.14% | New |
| Soros Fund Management history | 529.54K | $153.23M | 2.14% | Add |
| Temasek Holdings history | 504.48K | $145.97M | 0.41% | Reduce |
| Bridgewater Associates history | 364.38K | $105.44M | 0.43% | Reduce |
| T. Rowe Price Associates history | 159.81M | $46.24M | 4.82% | Reduce |
| Greenwoods Asset Management history | 146.67K | $42.44M | 1.94% | Reduce |
| Harris Associates (Oakmark) history | 131.31K | $37.99M | 0.05% | Hold |
| Himalaya Capital history | 110.60K | $32.00M | 0.86% | Hold |
| Whale Rock Capital Management history | 99.77K | $28.87M | 0.23% | Add |
| Dodge & Cox history | 31.38K | $9.08M | 0.01% | Reduce |
| Polen Capital Management history | 2.89K | $836.74K | 0.01% | Reduce |
| Ruane Cunniff & Goldfarb (Sequoia) history | 961 | $278.07K | 0.00% | Hold |
| Causeway Capital Management history | 947 | $274.02K | 0.00% | Add |
| Baron Funds history | 408 | $118.06K | 0.00% | New |
Q1 2026 — 63 funds
Q4 2025 — 65 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 1.43B | $387.75B | 5.62% | Add |
| BlackRock Inc history | 1.16B | $314.39B | 5.59% | Add |
| Geode Capital Management history | 358.03M | $97.03B | 5.99% | Add |
| Fidelity Management & Research (FMR) history | 307.40M | $83.57B | 4.39% | Add |
| Morgan Stanley history | 230.48M | $62.66B | 3.83% | Add |
| Berkshire Hathaway history | 227.92M | $61.96B | 22.60% | Reduce |
| Norges Bank Investment Management history | 192.26M | $52.27B | 5.59% | Add |
| Northern Trust Corp history | 160.67M | $43.68B | 5.57% | Reduce |
| Bank of America Corp history | 123.61M | $33.61B | 2.48% | Reduce |
| Goldman Sachs Group history | 121.62M | $33.06B | 4.15% | Add |
| Legal & General Investment Management America history | 110.45M | $30.03B | 6.66% | Hold |
| Charles Schwab Investment Management history | 99.79M | $27.13B | 4.21% | Hold |
| BNY Mellon history | 97.88M | $26.61B | 4.75% | Hold |
| Wellington Management Group history | 77.31M | $21.02B | 3.76% | Reduce |
| Invesco Ltd history | 73.47M | $19.97B | 3.13% | Hold |
| Wells Fargo & Co history | 61.75M | $16.79B | 3.11% | Reduce |
| Citadel Advisors history | 60.09M | $16.34B | 2.48% | Reduce |
| UBS Group AG history | 59.78M | $16.25B | 2.70% | Reduce |
| Amundi US history | 59.30M | $16.12B | 4.95% | Reduce |
| Capital Research Global Investors history | 55.47M | $15.08B | 2.78% | Add |
| Franklin Resources history | 47.51M | $12.92B | 3.23% | Add |
| Deutsche Bank AG history | 46.44M | $12.62B | 4.19% | Reduce |
| H&H International Investment history | 32.36M | $8.80B | 50.30% | Reduce |
| National Pension Service of Korea history | 30.20M | $8.21B | 6.08% | Add |
| Capital World Investors history | 27.49M | $7.47B | 1.02% | Add |
| Janus Henderson Group history | 27.34M | $7.40B | 3.32% | Reduce |
| MFS Investment Management history | 26.90M | $7.31B | 2.38% | Reduce |
| Citigroup Inc history | 26.49M | $7.20B | 3.28% | Add |
| CPP Investments history | 24.41M | $6.64B | 4.44% | Reduce |
| Principal Global Investors history | 20.99M | $5.71B | 2.92% | Add |
| PNC Financial Services history | 19.09M | $5.19B | 2.83% | Reduce |
| Millennium Management history | 18.58M | $5.05B | 2.19% | Reduce |
| Arrowstreet Capital history | 17.36M | $4.72B | 2.76% | Reduce |
| Prudential Financial history | 13.64M | $3.71B | 4.48% | Reduce |
| Manulife Financial history | 12.55M | $3.41B | 2.83% | Reduce |
| AQR Capital Management history | 12.50M | $3.40B | 1.78% | Add |
| Fidelity International (FIL) history | 9.91M | $2.70B | 2.02% | Reduce |
| CDPQ (Caisse de Depot) history | 9.70M | $2.64B | 4.47% | Add |
| D. E. Shaw & Co history | 7.85M | $2.13B | 1.26% | Add |
| Lazard Asset Management history | 7.37M | $2.00B | 3.44% | Reduce |
| Marshall Wace history | 6.99M | $1.90B | 1.74% | Reduce |
| Balyasny Asset Management history | 4.19M | $1.14B | 1.50% | Reduce |
| JPMorgan Chase & Co history | 3.97M | $1.08B | 0.15% | Reduce |
| PSP Investments history | 3.87M | $1.05B | 3.53% | Reduce |
| Alkeon Capital Management history | 2.48M | $674.76M | 1.07% | Reduce |
| Two Sigma Investments history | 1.38M | $376.21M | 0.57% | Add |
| Markel Corp history | 1.23M | $333.65M | 2.66% | Hold |
| Temasek Holdings history | 666.20K | $181.11M | 0.57% | Reduce |
| Baillie Gifford & Co history | 663.34K | $180.34M | 0.15% | Reduce |
| Soros Fund Management history | 416.24K | $113.16M | 1.46% | Add |
| Oriental Harbor history | 341.55K | $92.85M | 7.06% | Add |
| Point72 Asset Management history | 306.80K | $83.41M | 0.10% | Add |
| Bridgewater Associates history | 289.47K | $78.70M | 0.29% | Reduce |
| Greenwoods Asset Management history | 213.10K | $57.93M | 1.43% | Hold |
| T. Rowe Price Associates history | 203.50M | $55.32M | 5.99% | Reduce |
| Harris Associates (Oakmark) history | 133.17K | $36.20M | 0.05% | Add |
| Himalaya Capital history | 110.60K | $30.07M | 0.84% | Hold |
| Linden Rose Investment history | 96.54K | $26.25M | 21.81% | Reduce |
| Dodge & Cox history | 31.81K | $8.65M | 0.01% | Add |
| Baron Funds history | 14.29K | $3.89M | 0.01% | Add |
| Light Street Capital history | 10.04K | $2.73M | 0.42% | Reduce |
| Polen Capital Management history | 7.72K | $2.10M | 0.01% | Reduce |
| Saudi Arabian Monetary Authority history | 6.14K | $1.67M | 0.06% | Hold |
| Causeway Capital Management history | 898 | $244.13K | 0.00% | Reduce |
| Ruane Cunniff & Goldfarb (Sequoia) history | 891 | $242.23K | 0.00% | Hold |
Q3 2025 — 65 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 1.40B | $356.34B | 5.33% | Reduce |
| BlackRock Inc history | 1.15B | $292.30B | 5.37% | Hold |
| Geode Capital Management history | 356.17M | $90.37B | 5.77% | Hold |
| Fidelity Management & Research (FMR) history | 303.25M | $77.22B | 4.14% | Reduce |
| Berkshire Hathaway history | 238.21M | $60.66B | 22.81% | Reduce |
| Morgan Stanley history | 229.10M | $58.34B | 3.64% | Reduce |
| Northern Trust Corp history | 164.67M | $41.93B | 5.37% | Reduce |
| Bank of America Corp history | 142.33M | $36.24B | 2.50% | Add |
| Legal & General Investment Management America history | 110.45M | $28.12B | 6.31% | Add |
| Goldman Sachs Group history | 109.13M | $27.79B | 3.48% | Add |
| Charles Schwab Investment Management history | 99.80M | $25.41B | 4.06% | Hold |
| BNY Mellon history | 97.51M | $24.83B | 4.51% | Reduce |
| Wellington Management Group history | 83.75M | $21.33B | 3.84% | Add |
| Invesco Ltd history | 73.50M | $18.72B | 3.00% | Add |
| Amundi US history | 64.40M | $16.53B | 5.37% | Reduce |
| Wells Fargo & Co history | 64.27M | $16.36B | 3.17% | Add |
| UBS Group AG history | 63.34M | $16.13B | 2.58% | Reduce |
| Citadel Advisors history | 62.27M | $15.86B | 2.46% | Add |
| Deutsche Bank AG history | 47.11M | $12.00B | 4.12% | Reduce |
| Capital Research Global Investors history | 45.58M | $11.60B | 2.18% | Add |
| Franklin Resources history | 45.53M | $11.59B | 2.96% | Add |
| H&H International Investment history | 34.83M | $8.87B | 60.42% | Reduce |
| National Pension Service of Korea history | 29.73M | $7.57B | 5.88% | Add |
| MFS Investment Management history | 28.38M | $7.23B | 2.26% | Add |
| Janus Henderson Group history | 28.34M | $7.22B | 3.30% | Hold |
| Arrowstreet Capital history | 28.16M | $7.17B | 4.52% | Add |
| Citigroup Inc history | 25.19M | $6.41B | 2.95% | Reduce |
| CPP Investments history | 24.89M | $6.34B | 4.45% | Add |
| Millennium Management history | 21.24M | $5.41B | 2.40% | Add |
| Principal Global Investors history | 20.87M | $5.31B | 2.68% | Reduce |
| Capital World Investors history | 20.44M | $5.20B | 0.71% | Reduce |
| PNC Financial Services history | 19.23M | $4.90B | 2.97% | Add |
| Prudential Financial history | 14.84M | $3.78B | 4.50% | Reduce |
| Manulife Financial history | 13.60M | $3.46B | 2.90% | Reduce |
| Lazard Asset Management history | 12.11M | $3.08B | 4.21% | Add |
| Marshall Wace history | 11.19M | $2.85B | 2.90% | Add |
| Fidelity International (FIL) history | 11.15M | $2.84B | 2.23% | Add |
| AQR Capital Management history | 10.82M | $2.76B | 1.77% | Add |
| CDPQ (Caisse de Depot) history | 9.55M | $2.43B | 4.38% | Add |
| D. E. Shaw & Co history | 7.80M | $1.99B | 1.22% | Reduce |
| Balyasny Asset Management history | 5.91M | $1.50B | 1.95% | Add |
| JPMorgan Chase & Co history | 4.95M | $1.26B | 0.16% | Add |
| PSP Investments history | 3.90M | $992.64M | 3.64% | Reduce |
| Alkeon Capital Management history | 3.66M | $931.09M | 1.37% | Add |
| Markel Corp history | 1.23M | $312.50M | 2.54% | Hold |
| Two Sigma Investments history | 939.42K | $239.20M | 0.38% | Reduce |
| Baillie Gifford & Co history | 710.87K | $181.01M | 0.13% | Reduce |
| Temasek Holdings history | 700.54K | $178.38M | 0.61% | Hold |
| Soros Fund Management history | 349.74K | $89.05M | 1.40% | Add |
| Bridgewater Associates history | 344.76K | $87.79M | 0.34% | Reduce |
| Oriental Harbor history | 338.00K | $86.07M | 6.66% | Hold |
| Greenwoods Asset Management history | 213.10K | $54.26M | 1.22% | New |
| T. Rowe Price Associates history | 212.76M | $54.17M | 5.84% | Add |
| Point72 Asset Management history | 177.50K | $45.20M | 0.08% | Reduce |
| Harris Associates (Oakmark) history | 128.80K | $32.80M | 0.05% | Reduce |
| Himalaya Capital history | 110.60K | $28.16M | 0.87% | Hold |
| Dodge & Cox history | 31.32K | $7.98M | 0.00% | Add |
| Polen Capital Management history | 15.36K | $3.91M | 0.01% | Add |
| Maverick Capital history | 11.05K | $2.81M | 0.04% | Reduce |
| Light Street Capital history | 10.67K | $2.72M | 0.46% | Add |
| Baron Funds history | 9.03K | $2.30M | 0.01% | Reduce |
| Saudi Arabian Monetary Authority history | 6.17K | $1.57M | 0.06% | Hold |
| Renaissance Technologies history | 3.12K | $797.95K | 0.00% | Reduce |
| Causeway Capital Management history | 927 | $236.04K | 0.00% | Reduce |
| Ruane Cunniff & Goldfarb (Sequoia) history | 891 | $226.88K | 0.00% | New |
Q2 2025 — 65 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 1.42B | $290.51B | 4.71% | Add |
| BlackRock Inc history | 1.15B | $235.81B | 4.69% | Add |
| Geode Capital Management history | 354.75M | $72.51B | 5.08% | Add |
| Fidelity Management & Research (FMR) history | 306.76M | $62.94B | 3.66% | Reduce |
| Berkshire Hathaway history | 280.00M | $57.45B | 22.41% | Reduce |
| Morgan Stanley history | 233.20M | $47.85B | 3.20% | Reduce |
| Norges Bank Investment Management history | 189.80M | $38.94B | 4.86% | Add |
| Northern Trust Corp history | 166.27M | $34.11B | 4.70% | Reduce |
| Bank of America Corp history | 130.07M | $26.69B | 1.99% | Reduce |
| Legal & General Investment Management America history | 107.65M | $22.09B | 5.48% | Reduce |
| Goldman Sachs Group history | 106.49M | $21.85B | 3.02% | Add |
| Charles Schwab Investment Management history | 100.18M | $20.55B | 3.56% | Add |
| BNY Mellon history | 98.24M | $20.16B | 3.86% | Reduce |
| Wellington Management Group history | 76.45M | $15.69B | 2.94% | Reduce |
| Invesco Ltd history | 70.90M | $14.55B | 2.53% | Add |
| Amundi US history | 66.46M | $14.12B | 4.98% | Reduce |
| UBS Group AG history | 67.05M | $13.76B | 2.44% | Reduce |
| Wells Fargo & Co history | 60.49M | $12.41B | 2.61% | Reduce |
| Citadel Advisors history | 56.12M | $11.51B | 2.02% | Reduce |
| Deutsche Bank AG history | 49.79M | $10.22B | 3.85% | Add |
| Franklin Resources history | 44.26M | $9.08B | 2.47% | Reduce |
| Capital Research Global Investors history | 41.75M | $8.57B | 1.72% | Reduce |
| H&H International Investment history | 35.12M | $7.21B | 62.47% | Add |
| Citigroup Inc history | 30.56M | $6.27B | 3.17% | Reduce |
| National Pension Service of Korea history | 28.81M | $5.91B | 5.10% | Add |
| Janus Henderson Group history | 28.23M | $5.79B | 2.84% | Reduce |
| Arrowstreet Capital history | 25.24M | $5.18B | 3.66% | Reduce |
| MFS Investment Management history | 25.12M | $5.15B | 1.65% | Reduce |
| CPP Investments history | 22.94M | $4.71B | 4.03% | Add |
| Capital World Investors history | 21.56M | $4.42B | 0.64% | Reduce |
| Principal Global Investors history | 21.38M | $4.39B | 2.32% | Hold |
| PNC Financial Services history | 19.11M | $3.92B | 2.53% | Reduce |
| D. E. Shaw & Co history | 16.73M | $3.43B | 2.60% | Add |
| Manulife Financial history | 15.38M | $3.16B | 2.85% | Reduce |
| Prudential Financial history | 15.36M | $3.15B | 4.07% | Add |
| Millennium Management history | 14.08M | $2.89B | 1.44% | Reduce |
| Marshall Wace history | 10.76M | $2.21B | 2.50% | Reduce |
| Fidelity International (FIL) history | 10.26M | $2.10B | 1.80% | Add |
| AQR Capital Management history | 10.20M | $2.05B | 1.70% | Hold |
| CDPQ (Caisse de Depot) history | 8.99M | $1.84B | 3.94% | Add |
| PSP Investments history | 4.48M | $918.73M | 3.92% | Reduce |
| JPMorgan Chase & Co history | 2.91M | $597.64M | 0.08% | Reduce |
| Balyasny Asset Management history | 2.83M | $580.87M | 0.89% | Reduce |
| Renaissance Technologies history | 2.29M | $469.08M | 0.62% | Add |
| Two Sigma Investments history | 1.40M | $288.16M | 0.54% | Add |
| Markel Corp history | 1.23M | $251.80M | 2.13% | Hold |
| Baillie Gifford & Co history | 721.73K | $148.08M | 0.11% | Reduce |
| Temasek Holdings history | 700.54K | $143.73M | 0.55% | Reduce |
| Point72 Asset Management history | 582.90K | $119.59M | 0.25% | Add |
| Bridgewater Associates history | 356.81K | $73.21M | 0.29% | Reduce |
| Oriental Harbor history | 338.56K | $69.46M | 4.78% | Reduce |
| Soros Fund Management history | 296.13K | $60.76M | 0.85% | Reduce |
| T. Rowe Price Associates history | 202.72M | $41.59M | 4.75% | Reduce |
| Harris Associates (Oakmark) history | 130.82K | $26.84M | 0.04% | Add |
| Himalaya Capital history | 110.60K | $22.69M | 0.84% | Hold |
| Alkeon Capital Management history | 56.63K | $11.62M | 0.02% | Hold |
| Dodge & Cox history | 30.24K | $6.21M | 0.00% | Add |
| Moore Capital Management history | 17.77K | $3.65M | 0.05% | Reduce |
| Baron Funds history | 12.47K | $2.56M | 0.01% | Reduce |
| Lazard Asset Management history | 11.81M | $2.42M | 3.63% | Reduce |
| Maverick Capital history | 11.23K | $2.30M | 0.04% | New |
| Polen Capital Management history | 8.53K | $1.75M | 0.01% | Reduce |
| Light Street Capital history | 8.28K | $1.70M | 0.35% | Add |
| Saudi Arabian Monetary Authority history | 6.18K | $1.27M | 0.05% | Add |
| Causeway Capital Management history | 1.00K | $205.79K | 0.00% | Hold |
Q1 2025 — 65 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 1.40B | $311.16B | 5.63% | Hold |
| BlackRock Inc history | 1.14B | $253.27B | 5.55% | Add |
| Geode Capital Management history | 349.81M | $77.49B | 6.10% | Add |
| Fidelity Management & Research (FMR) history | 328.10M | $72.88B | 4.83% | Reduce |
| Berkshire Hathaway history | 300.00M | $66.64B | 25.86% | Hold |
| Morgan Stanley history | 241.22M | $53.58B | 3.94% | Add |
| Northern Trust Corp history | 168.43M | $37.41B | 5.57% | Reduce |
| Bank of America Corp history | 137.58M | $30.56B | 2.51% | Reduce |
| Legal & General Investment Management America history | 112.66M | $25.03B | 6.82% | Add |
| BNY Mellon history | 105.97M | $23.54B | 4.72% | Reduce |
| Goldman Sachs Group history | 98.10M | $21.79B | 3.58% | Reduce |
| Charles Schwab Investment Management history | 97.72M | $21.71B | 4.07% | Hold |
| Wellington Management Group history | 82.46M | $18.32B | 3.63% | Reduce |
| UBS Group AG history | 72.97M | $16.21B | 3.06% | Reduce |
| Invesco Ltd history | 66.87M | $14.85B | 2.87% | Add |
| Amundi US history | 68.19M | $13.87B | 5.18% | Add |
| Wells Fargo & Co history | 61.57M | $13.68B | 3.16% | Add |
| Citadel Advisors history | 58.21M | $12.93B | 2.47% | Reduce |
| Capital Research Global Investors history | 48.44M | $10.76B | 2.34% | Reduce |
| Deutsche Bank AG history | 47.51M | $10.55B | 4.27% | Add |
| Franklin Resources history | 46.49M | $10.33B | 3.07% | Reduce |
| Capital World Investors history | 40.01M | $8.89B | 1.44% | Add |
| H&H International Investment history | 34.22M | $7.60B | 63.33% | Reduce |
| Citigroup Inc history | 31.10M | $6.91B | 3.65% | Add |
| Janus Henderson Group history | 29.61M | $6.45B | 3.55% | Reduce |
| National Pension Service of Korea history | 28.59M | $6.35B | 6.11% | Add |
| Arrowstreet Capital history | 27.51M | $6.11B | 4.97% | Add |
| MFS Investment Management history | 25.97M | $5.77B | 1.94% | Reduce |
| Principal Global Investors history | 21.35M | $4.74B | 2.66% | Reduce |
| CPP Investments history | 19.69M | $4.37B | 4.25% | Add |
| PNC Financial Services history | 19.21M | $4.27B | 2.24% | Reduce |
| Manulife Financial history | 17.21M | $3.82B | 3.68% | Reduce |
| Millennium Management history | 15.84M | $3.52B | 1.94% | Reduce |
| Prudential Financial history | 14.93M | $3.32B | 4.73% | Reduce |
| Marshall Wace history | 11.67M | $2.59B | 3.31% | Reduce |
| AQR Capital Management history | 10.25M | $2.23B | 2.29% | Reduce |
| CDPQ (Caisse de Depot) history | 8.11M | $1.80B | 3.79% | Add |
| Fidelity International (FIL) history | 8.03M | $1.78B | 1.70% | Reduce |
| D. E. Shaw & Co history | 7.82M | $1.74B | 1.67% | Reduce |
| PSP Investments history | 5.37M | $1.19B | 5.14% | Add |
| Balyasny Asset Management history | 3.93M | $873.45M | 1.46% | Reduce |
| JPMorgan Chase & Co history | 3.23M | $718.10M | 0.11% | Reduce |
| Polen Capital Management history | 2.68M | $595.56M | 1.87% | Reduce |
| Appaloosa Management history | 1.25M | $277.66M | 3.31% | New |
| Markel Corp history | 1.23M | $272.62M | 2.42% | Hold |
| Two Sigma Investments history | 1.05M | $232.53M | 0.52% | Reduce |
| Bridgewater Associates history | 940.42K | $208.90M | 0.97% | Add |
| Temasek Holdings history | 923.15K | $205.06M | 0.82% | Add |
| Baillie Gifford & Co history | 785.53K | $174.49M | 0.15% | Reduce |
| Greenwoods Asset Management history | 782.25K | $173.76M | 5.38% | Add |
| Oriental Harbor history | 516.80K | $114.80M | 13.23% | Add |
| Soros Fund Management history | 450.00K | $99.96M | 1.70% | Add |
| Baron Funds history | 320.87K | $71.27M | 0.21% | Add |
| Point72 Asset Management history | 292.20K | $64.91M | 0.15% | Reduce |
| T. Rowe Price Associates history | 214.70M | $47.69M | 5.91% | Reduce |
| Harris Associates (Oakmark) history | 128.54K | $28.55M | 0.05% | Reduce |
| Himalaya Capital history | 110.60K | $24.57M | 1.11% | Reduce |
| Moore Capital Management history | 63.22K | $14.04M | 0.30% | Reduce |
| Alkeon Capital Management history | 56.63K | $12.58M | 0.03% | Hold |
| Dodge & Cox history | 27.14K | $6.03M | 0.00% | Add |
| Lazard Asset Management history | 11.87M | $2.64M | 4.36% | Add |
| Light Street Capital history | 6.37K | $1.41M | 0.40% | Reduce |
| Saudi Arabian Monetary Authority history | 5.92K | $1.31M | 6.96% | New |
| Renaissance Technologies history | 4.38K | $975.51K | 0.00% | Reduce |
| Causeway Capital Management history | 1.00K | $223.24K | 0.01% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 6.35M sh · $1.79B
- Appaloosa Management 835.00K sh · $241.62M
- Baron Funds 408 sh · $118.06K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 26.92M sh · $6.80B
- Viking Global Investors sold 3.59M sh · $911.88M
- Oriental Harbor sold 344.28K sh · $87.37M
- Steadfast Capital Management sold 111.26K sh · $28.24M
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 | 1.16B | 1.14B | 1.16B | 1.15B | 1.15B | 1.14B | 1.12B | 1.10B | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 371.34M | 368.62M | 358.03M | 356.17M | 354.75M | 349.81M | 340.16M | 333.86M | 313.37M | 307.72M | 300.82M | 296.10M | 291.54M | 285.17M | 282.75M | 279.76M | 278.26M | 272.08M | 264.35M | 259.89M |
| Fidelity Management & Research (FMR) | 325.35M | 307.44M | 307.40M | 303.25M | 306.76M | 328.10M | 341.64M | 363.86M | 345.64M | 288.98M | 299.87M | 298.32M | 307.07M | 311.44M | 321.16M | 350.90M | 344.32M | 351.58M | 352.20M | 350.62M |
| Morgan Stanley | 242.61M | 244.47M | 230.48M | 229.10M | 233.20M | 241.22M | 238.26M | 231.46M | 231.03M | 221.96M | 217.96M | 206.73M | 204.71M | 200.62M | 208.66M | 182.73M | 182.45M | 125.10M | 132.46M | 128.28M |
| Berkshire Hathaway | 227.92M | 227.92M | 227.92M | 238.21M | 280.00M | 300.00M | 300.00M | 300.00M | 400.00M | 789.37M | 905.56M | 915.56M | 915.56M | 915.56M | 895.14M | 894.80M | 894.80M | 890.92M | 887.14M | 887.14M |
| Norges Bank Investment Management | 190.73M | — | 192.26M | — | 189.80M | — | 187.16M | — | 177.53M | — | 176.14M | — | — | — | 167.37M | — | — | — | — | — |
| Invesco Ltd | 187.97M | 72.89M | 73.47M | 73.50M | 70.90M | 66.87M | 65.90M | 65.89M | 61.45M | 53.90M | 51.07M | 50.48M | 52.36M | 48.95M | 44.90M | 45.75M | 45.38M | 46.52M | 42.84M | 37.07M |
| Northern Trust Corp | 157.79M | 159.27M | 160.67M | 164.67M | 166.27M | 168.43M | 171.39M | 151.31M | 152.96M | 154.17M | 162.12M | 168.87M | 164.54M | 173.13M | 174.28M | 176.08M | 179.83M | 186.03M | 190.88M | 195.32M |
| Goldman Sachs Group | 136.31M | 122.66M | 121.62M | 109.13M | 106.49M | 98.10M | 112.57M | 113.33M | 108.09M | 94.08M | 103.79M | 106.94M | 105.68M | 103.08M | 92.17M | 89.46M | 79.88M | 85.27M | 76.15M | 74.45M |
| Bank of America Corp | 127.82M | 120.73M | 123.61M | 142.33M | 130.07M | 137.58M | 150.29M | 96.75M | 141.80M | 95.24M | 138.85M | 145.88M | 142.44M | 163.14M | 155.36M | 165.15M | 169.16M | 164.00M | 156.74M | 153.80M |
| Legal & General Investment Management America | 105.21M | 108.13M | 110.45M | 110.45M | 107.65M | 112.66M | 110.83M | 155.02M | 145.59M | 153.04M | 138.46M | 111.89M | 115.62M | 113.47M | 112.22M | 118.38M | 123.53M | 114.12M | 107.17M | 107.61M |
| Charles Schwab Investment Management | 101.37M | 102.34M | 99.79M | 99.80M | 100.18M | 97.72M | 98.10M | 94.94M | 89.05M | 86.73M | 85.05M | 83.17M | 82.85M | 82.89M | 82.05M | 80.54M | 80.85M | 80.74M | 79.58M | 78.31M |
| BNY Mellon | 88.40M | 92.17M | 97.88M | 97.51M | 98.24M | 105.97M | 109.22M | 109.67M | 112.39M | 114.35M | 118.84M | 124.15M | 126.77M | 129.74M | 133.49M | 136.31M | 138.75M | 141.43M | 144.75M | 149.42M |
| Amundi US | 70.76M | 73.08M | 59.30M | 64.40M | 66.46M | 68.19M | 53.54M | 53.34M | 51.81M | 43.56M | 44.51M | 42.74M | 41.36M | 43.94M | 42.84M | 44.39M | 26.46M | 26.83M | 31.55M | 32.82M |
| Franklin Resources | 69.20M | 48.60M | 47.51M | 45.53M | 44.26M | 46.49M | 47.45M | 46.44M | 39.10M | 37.25M | 21.78M | 22.99M | 24.48M | 24.00M | 24.42M | 24.39M | 24.44M | 24.94M | 25.18M | 26.05M |
| UBS Group AG | 66.40M | 63.23M | 59.78M | 63.34M | 67.05M | 72.97M | 75.13M | 76.64M | 71.36M | 64.05M | 54.45M | 46.80M | 47.41M | 49.42M | 56.49M | 50.65M | 48.59M | 54.73M | 61.85M | 67.70M |
| Wells Fargo & Co | 62.53M | 61.80M | 61.75M | 64.27M | 60.49M | 61.57M | 60.18M | 61.29M | 62.18M | 59.97M | 60.01M | 60.33M | 63.75M | 63.48M | 64.88M | 63.99M | 65.30M | 71.91M | 240.30K | 150.00K |
| Citadel Advisors | 60.10M | 55.39M | 60.09M | 62.27M | 56.12M | 58.21M | 66.59M | 69.08M | 65.95M | 49.95M | 57.31M | 70.29M | 69.73M | 68.44M | 78.99M | 87.99M | 68.17M | 61.56M | 67.56M | 70.41M |
| Wellington Management Group | 59.45M | 65.03M | 77.31M | 83.75M | 76.45M | 82.46M | 89.25M | 96.39M | 103.92M | 59.81M | 60.65M | 58.55M | 61.32M | 57.41M | 60.67M | 67.21M | 66.36M | 67.13M | 60.97M | 64.00M |
| Capital Research Global Investors | 59.39M | 64.04M | 55.47M | 45.58M | 41.75M | 48.44M | 72.18M | 71.43M | 69.10M | 31.78M | 31.73M | 25.99M | 22.82M | 23.05M | 26.58M | 38.46M | 36.14M | 38.90M | 29.55M | 21.40M |
▲ 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