ACHC — ACADIA HEALTHCARE COMPANY IN
Reported value held$2.16B
Funds holding (latest)49
SectorHealth Care
Funds holding (Q2 2026)33
Institutional value$1.72B · 58.40M sh
New / Add / Cut / Exit2 / 17 / 13 / 4
Top-5 / Top-10 concentration59.1% / 83.6%
Institutional holdings change
Accumulating +1.9%
(+1.12M sh)
Institutional value change
Up +28.6%
As of Q2 2026, 33 SEC-registered investment managers reported holding ACHC (ACADIA HEALTHCARE COMPANY IN) in their latest 13F filings, with a combined reported value of $1.72B across 58.40M shares. That is +1.9% by share count (+1.12M shares) versus the previous quarter, while reported value moved +28.6%. Ownership is concentrated: the five largest holders account for 59.1% of reported value and the top ten for 83.6%.
Compared with the prior quarter, 2 opened new positions, 17 added to existing stakes, 13 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
ACHC is classified in the Health Care 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 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 14.96M | $441.69M | 0.01% | Add |
| Wellington Management Group history | 5.73M | $169.10M | 0.03% | Reduce |
| Fidelity Management & Research (FMR) history | 5.02M | $148.11M | 0.01% | Reduce |
| Morgan Stanley history | 4.53M | $133.90M | 0.01% | Add |
| Farallon Capital Management history | 4.22M | $124.64M | 0.58% | Add |
| UBS Group AG history | 4.04M | $119.43M | 0.02% | Add |
| Goldman Sachs Group history | 2.87M | $84.81M | 0.01% | Add |
| Citadel Advisors history | 2.81M | $83.07M | 0.01% | Reduce |
| Geode Capital Management history | 2.47M | $72.81M | 0.00% | Add |
| Charles Schwab Investment Management history | 2.06M | $60.92M | 0.01% | Add |
| Invesco Ltd history | 1.79M | $52.87M | 0.00% | Add |
| Deutsche Bank AG history | 1.68M | $49.75M | 0.01% | Add |
| Northern Trust Corp history | 1.13M | $33.39M | 0.00% | Add |
| Principal Global Investors history | 813.42K | $24.02M | 0.01% | Add |
| Bank of America Corp history | 731.66K | $21.61M | 0.00% | Reduce |
| BNY Mellon history | 559.44K | $16.52M | 0.00% | Add |
| Citigroup Inc history | 553.41K | $16.34M | 0.01% | Reduce |
| Franklin Resources history | 320.57K | $9.47M | 0.00% | Add |
| PSP Investments history | 316.00K | $9.33M | 0.02% | Reduce |
| Wells Fargo & Co history | 296.10K | $8.74M | 0.00% | Reduce |
| Marshall Wace history | 260.20K | $7.68M | 0.01% | Add |
| Legal & General Investment Management America history | 207.48K | $6.13M | 0.00% | Reduce |
| Two Sigma Investments history | 181.27K | $5.35M | 0.00% | Reduce |
| AQR Capital Management history | 183.48K | $5.19M | 0.00% | Reduce |
| Prudential Financial history | 161.50K | $4.77M | 0.01% | Add |
| JPMorgan Chase & Co history | 135.82K | $3.87M | 0.00% | New |
| Bridgewater Associates history | 63.44K | $1.87M | 0.01% | New |
| Point72 Asset Management history | 55.60K | $1.64M | 0.00% | Reduce |
| D. E. Shaw & Co history | 55.34K | $1.63M | 0.00% | Reduce |
| Manulife Financial history | 44.84K | $1.32M | 0.00% | Add |
| Amundi US history | 16.16K | $477.09K | 0.00% | Reduce |
| PNC Financial Services history | 7.22K | $213.24K | 0.00% | Hold |
| T. Rowe Price Associates history | 122.73K | $3.62K | 0.00% | Add |
Q1 2026 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 11.69M | $273.34M | 0.01% | Add |
| Wellington Management Group history | 9.07M | $212.22M | 0.04% | Reduce |
| Fidelity Management & Research (FMR) history | 6.87M | $160.63M | 0.01% | Add |
| Morgan Stanley history | 4.49M | $105.05M | 0.01% | Add |
| Citadel Advisors history | 2.91M | $67.96M | 0.01% | Add |
| UBS Group AG history | 2.83M | $66.28M | 0.01% | Add |
| Citigroup Inc history | 2.35M | $55.02M | 0.02% | Reduce |
| Goldman Sachs Group history | 2.24M | $52.40M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 1.90M | $44.46M | 0.01% | Add |
| Farallon Capital Management history | 1.74M | $40.62M | 0.27% | New |
| Geode Capital Management history | 1.66M | $38.87M | 0.00% | Add |
| Maverick Capital history | 1.31M | $30.74M | 0.35% | Add |
| Bank of America Corp history | 1.23M | $28.80M | 0.00% | Add |
| Deutsche Bank AG history | 1.16M | $27.11M | 0.01% | Add |
| Northern Trust Corp history | 728.94K | $17.05M | 0.00% | Add |
| Point72 Asset Management history | 620.52K | $14.51M | 0.02% | Add |
| Invesco Ltd history | 583.17K | $13.64M | 0.00% | Reduce |
| Principal Global Investors history | 558.49K | $13.06M | 0.01% | Add |
| Amundi US history | 525.08K | $12.28M | 0.00% | Add |
| BNY Mellon history | 483.95K | $11.32M | 0.00% | Add |
| Millennium Management history | 344.39K | $8.06M | 0.00% | Reduce |
| PSP Investments history | 330.08K | $7.72M | 0.02% | Add |
| Wells Fargo & Co history | 311.33K | $7.28M | 0.00% | Add |
| AQR Capital Management history | 232.58K | $5.42M | 0.00% | Reduce |
| Legal & General Investment Management America history | 225.56K | $5.28M | 0.00% | Reduce |
| Two Sigma Investments history | 211.22K | $4.94M | 0.00% | Reduce |
| D. E. Shaw & Co history | 165.12K | $3.86M | 0.00% | Reduce |
| Marshall Wace history | 149.20K | $3.49M | 0.00% | Reduce |
| Franklin Resources history | 110.27K | $2.58M | 0.00% | Add |
| Prudential Financial history | 84.41K | $1.97M | 0.00% | Reduce |
| Janus Henderson Group history | 39.71K | $928.62K | 0.00% | Hold |
| Soros Fund Management history | 22.54K | $527.12K | 0.01% | New |
| Manulife Financial history | 17.91K | $418.94K | 0.00% | Add |
| PNC Financial Services history | 7.23K | $169.20K | 0.00% | Add |
| T. Rowe Price Associates history | 83.06K | $1.94K | 0.00% | Add |
Q4 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wellington Management Group history | 11.77M | $167.08M | 0.03% | Add |
| BlackRock Inc history | 11.40M | $161.74M | 0.00% | Add |
| Vanguard Group history | 9.35M | $132.69M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 5.42M | $76.88M | 0.00% | Reduce |
| Goldman Sachs Group history | 4.73M | $67.10M | 0.01% | Add |
| Citigroup Inc history | 2.57M | $36.54M | 0.02% | Add |
| UBS Group AG history | 1.98M | $28.07M | 0.01% | Reduce |
| Geode Capital Management history | 1.63M | $23.18M | 0.00% | Hold |
| Morgan Stanley history | 1.53M | $21.69M | 0.00% | Reduce |
| Citadel Advisors history | 1.44M | $20.38M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.42M | $20.20M | 0.00% | Add |
| D. E. Shaw & Co history | 1.10M | $15.56M | 0.01% | Reduce |
| Maverick Capital history | 905.42K | $12.85M | 0.14% | Reduce |
| Deutsche Bank AG history | 857.94K | $12.17M | 0.00% | Reduce |
| Bank of America Corp history | 747.52K | $10.61M | 0.00% | Add |
| Two Sigma Investments history | 735.86K | $10.44M | 0.02% | New |
| Invesco Ltd history | 727.85K | $10.33M | 0.00% | Add |
| Northern Trust Corp history | 639.06K | $9.07M | 0.00% | Reduce |
| Amundi US history | 510.29K | $7.24M | 0.00% | Reduce |
| Millennium Management history | 478.30K | $6.79M | 0.00% | Add |
| BNY Mellon history | 475.16K | $6.74M | 0.00% | Reduce |
| Marshall Wace history | 470.39K | $6.67M | 0.01% | Add |
| Principal Global Investors history | 438.29K | $6.22M | 0.00% | Reduce |
| PSP Investments history | 319.32K | $4.53M | 0.01% | Reduce |
| AQR Capital Management history | 272.67K | $3.87M | 0.00% | Add |
| Legal & General Investment Management America history | 232.13K | $3.29M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 206.83K | $2.93M | 0.00% | Add |
| Bridgewater Associates history | 171.29K | $2.43M | 0.01% | Add |
| Prudential Financial history | 86.69K | $1.23M | 0.00% | Reduce |
| Franklin Resources history | 82.56K | $1.17M | 0.00% | Add |
| Point72 Asset Management history | 76.90K | $1.09M | 0.00% | New |
| Moore Capital Management history | 55.40K | $786.07K | 0.01% | New |
| Janus Henderson Group history | 39.71K | $564.08K | 0.00% | Hold |
| Manulife Financial history | 13.77K | $195.41K | 0.00% | Reduce |
| PNC Financial Services history | 3.55K | $50.43K | 0.00% | Reduce |
| Wells Fargo & Co history | 2.23K | $31.69K | 0.00% | Add |
| T. Rowe Price Associates history | 74.91K | $1.06K | 0.00% | Add |
Q3 2025 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 11.02M | $272.92M | 0.01% | Add |
| Wellington Management Group history | 9.42M | $233.33M | 0.04% | Add |
| Vanguard Group history | 9.42M | $233.17M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 6.09M | $150.74M | 0.01% | Add |
| UBS Group AG history | 4.34M | $107.38M | 0.02% | Add |
| Maverick Capital history | 3.01M | $74.44M | 0.99% | Add |
| D. E. Shaw & Co history | 2.23M | $55.27M | 0.03% | Add |
| Morgan Stanley history | 1.75M | $43.26M | 0.00% | Reduce |
| Geode Capital Management history | 1.63M | $40.26M | 0.00% | Reduce |
| Deutsche Bank AG history | 1.43M | $35.37M | 0.01% | Add |
| Charles Schwab Investment Management history | 1.38M | $34.21M | 0.01% | Hold |
| Goldman Sachs Group history | 913.14K | $22.61M | 0.00% | Reduce |
| Citigroup Inc history | 793.60K | $19.65M | 0.01% | Add |
| BNY Mellon history | 787.45K | $19.50M | 0.00% | Reduce |
| Northern Trust Corp history | 705.43K | $17.47M | 0.00% | Reduce |
| Amundi US history | 593.22K | $15.70M | 0.01% | Reduce |
| Bank of America Corp history | 628.81K | $15.57M | 0.00% | Reduce |
| Invesco Ltd history | 458.71K | $11.36M | 0.00% | Add |
| Principal Global Investors history | 442.94K | $10.97M | 0.01% | Add |
| Citadel Advisors history | 413.40K | $10.24M | 0.00% | Add |
| PSP Investments history | 360.23K | $8.92M | 0.03% | New |
| Millennium Management history | 247.52K | $6.13M | 0.00% | Reduce |
| Legal & General Investment Management America history | 244.67K | $6.06M | 0.00% | Add |
| JPMorgan Chase & Co history | 203.66K | $5.04M | 0.00% | Add |
| AQR Capital Management history | 157.80K | $3.91M | 0.00% | Reduce |
| Marshall Wace history | 110.72K | $2.74M | 0.00% | New |
| Bridgewater Associates history | 90.98K | $2.25M | 0.01% | New |
| Prudential Financial history | 89.29K | $2.21M | 0.00% | Add |
| Franklin Resources history | 64.28K | $1.59M | 0.00% | Reduce |
| Janus Henderson Group history | 39.71K | $983.42K | 0.00% | Hold |
| Manulife Financial history | 16.99K | $420.70K | 0.00% | Reduce |
| PNC Financial Services history | 12.34K | $305.61K | 0.00% | Add |
| Wells Fargo & Co history | 723 | $17.90K | 0.00% | Reduce |
| T. Rowe Price Associates history | 74.21K | $1.84K | 0.00% | Add |
Q2 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 9.16M | $207.78M | 0.00% | Add |
| Vanguard Group history | 8.74M | $198.21M | 0.00% | Reduce |
| Wellington Management Group history | 8.43M | $191.28M | 0.04% | Reduce |
| Fidelity Management & Research (FMR) history | 5.96M | $135.19M | 0.01% | Reduce |
| UBS Group AG history | 3.99M | $90.45M | 0.02% | Add |
| Maverick Capital history | 2.55M | $57.93M | 0.87% | Add |
| Morgan Stanley history | 2.30M | $52.16M | 0.00% | Add |
| Geode Capital Management history | 1.66M | $37.74M | 0.00% | Reduce |
| D. E. Shaw & Co history | 1.63M | $36.93M | 0.03% | Add |
| Charles Schwab Investment Management history | 1.39M | $31.44M | 0.01% | Add |
| Goldman Sachs Group history | 1.29M | $29.22M | 0.00% | Add |
| Bank of America Corp history | 1.16M | $26.24M | 0.00% | Add |
| Deutsche Bank AG history | 1.02M | $23.07M | 0.01% | Add |
| Amundi US history | 896.14K | $20.78M | 0.01% | Add |
| BNY Mellon history | 879.97K | $19.97M | 0.00% | Reduce |
| Northern Trust Corp history | 869.88K | $19.74M | 0.00% | Reduce |
| Citigroup Inc history | 737.49K | $16.73M | 0.01% | Reduce |
| Millennium Management history | 454.92K | $10.32M | 0.01% | Reduce |
| Invesco Ltd history | 268.76K | $6.10M | 0.00% | Add |
| Principal Global Investors history | 208.84K | $4.74M | 0.00% | Reduce |
| AQR Capital Management history | 189.43K | $4.17M | 0.00% | New |
| JPMorgan Chase & Co history | 166.55K | $3.78M | 0.00% | Reduce |
| Legal & General Investment Management America history | 152.17K | $3.45M | 0.00% | Add |
| Two Sigma Investments history | 141.18K | $3.20M | 0.01% | Reduce |
| Citadel Advisors history | 73.60K | $1.67M | 0.00% | Reduce |
| Manulife Financial history | 69.86K | $1.59M | 0.00% | Reduce |
| Franklin Resources history | 66.62K | $1.51M | 0.00% | Add |
| Janus Henderson Group history | 39.71K | $901.22K | 0.00% | Hold |
| Arrowstreet Capital history | 14.78K | $335.45K | 0.00% | New |
| Prudential Financial history | 9.90K | $335.19K | 0.00% | Add |
| PNC Financial Services history | 8.47K | $192.09K | 0.00% | Add |
| Wells Fargo & Co history | 769 | $17.45K | 0.00% | Reduce |
| T. Rowe Price Associates history | 68.99K | $1.57K | 0.00% | Add |
Q1 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wellington Management Group history | 10.87M | $329.66M | 0.07% | Reduce |
| Vanguard Group history | 8.80M | $266.87M | 0.01% | Reduce |
| BlackRock Inc history | 8.36M | $253.51M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 7.12M | $215.84M | 0.01% | Add |
| Citigroup Inc history | 2.38M | $72.05M | 0.04% | Add |
| Maverick Capital history | 2.25M | $68.13M | 1.20% | Add |
| Geode Capital Management history | 1.68M | $51.03M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.29M | $39.08M | 0.01% | Add |
| UBS Group AG history | 1.17M | $35.47M | 0.01% | Add |
| D. E. Shaw & Co history | 1.06M | $32.26M | 0.03% | Add |
| BNY Mellon history | 960.45K | $29.12M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 918.63K | $27.85M | 0.00% | Add |
| Northern Trust Corp history | 878.67K | $26.64M | 0.00% | Add |
| Morgan Stanley history | 856.78K | $25.98M | 0.00% | Add |
| Millennium Management history | 777.93K | $23.59M | 0.01% | Reduce |
| Bank of America Corp history | 722.10K | $21.89M | 0.00% | Add |
| Goldman Sachs Group history | 698.23K | $21.17M | 0.00% | Add |
| Manulife Financial history | 669.88K | $20.31M | 0.02% | Add |
| Deutsche Bank AG history | 650.02K | $19.71M | 0.01% | Hold |
| Balyasny Asset Management history | 401.39K | $12.17M | 0.02% | Reduce |
| Invesco Ltd history | 243.31K | $7.38M | 0.00% | Add |
| Principal Global Investors history | 213.58K | $6.48M | 0.00% | Reduce |
| Two Sigma Investments history | 178.77K | $5.42M | 0.01% | Reduce |
| Legal & General Investment Management America history | 146.36K | $4.44M | 0.00% | Add |
| Citadel Advisors history | 142.90K | $4.33M | 0.00% | Reduce |
| Franklin Resources history | 59.71K | $1.81M | 0.00% | Add |
| Marshall Wace history | 50.26K | $1.52M | 0.00% | Reduce |
| Janus Henderson Group history | 39.71K | $1.19M | 0.00% | Reduce |
| Prudential Financial history | 8.12K | $301.36K | 0.00% | Add |
| PNC Financial Services history | 6.67K | $202.29K | 0.00% | Add |
| Wells Fargo & Co history | 1.63K | $49.42K | 0.00% | Reduce |
| Amundi US history | 89 | $2.53K | 0.00% | Add |
| T. Rowe Price Associates history | 67.76K | $2.06K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 135.82K sh · $3.87M
- Bridgewater Associates 63.44K sh · $1.87M
Fully Exited (vs previous quarter)
- Maverick Capital sold 1.31M sh · $30.74M
- Millennium Management sold 344.39K sh · $8.06M
- Janus Henderson Group sold 39.71K sh · $928.62K
- Soros Fund Management sold 22.54K sh · $527.12K
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 | 14.96M | 11.69M | 11.40M | 11.02M | 9.16M | 8.36M | 8.48M | 8.07M | — | — | — | — | — | — | — | — | — | — | — | — |
| Wellington Management Group | 5.73M | 9.07M | 11.77M | 9.42M | 8.43M | 10.87M | 11.73M | 11.66M | 10.39M | 7.92M | 7.16M | 7.54M | 7.39M | 5.63M | 4.78M | 4.44M | 3.75M | 4.84M | 5.67M | 5.63M |
| Fidelity Management & Research (FMR) | 5.02M | 6.87M | 5.42M | 6.09M | 5.96M | 7.12M | 6.23M | 1.74M | 2.05M | 5.39M | 5.01M | 5.37M | 5.39M | 5.28M | 2.43M | 2.29M | 2.45M | 2.47M | 2.10M | 2.72M |
| Morgan Stanley | 4.53M | 4.49M | 1.53M | 1.75M | 2.30M | 856.78K | 781.39K | 438.25K | 579.91K | 668.32K | 501.27K | 572.30K | 720.11K | 605.60K | 647.56K | 615.34K | 421.05K | 151.57K | 122.38K | 189.06K |
| Farallon Capital Management | 4.22M | 1.74M | — | — | — | — | — | — | — | 2.80K | 2.80K | — | — | — | — | — | — | — | — | — |
| UBS Group AG | 4.04M | 2.83M | 1.98M | 4.34M | 3.99M | 1.17M | 689.60K | 628.72K | 210.03K | 40.81K | 21.57K | 64.31K | 73.94K | 105.20K | 65.81K | 33.11K | 56.13K | 24.93K | 103.21K | 80.36K |
| Goldman Sachs Group | 2.87M | 2.24M | 4.73M | 913.14K | 1.29M | 698.23K | 576.78K | 843.39K | 505.29K | 517.28K | 454.79K | 432.50K | 445.23K | 550.59K | 736.93K | 623.32K | 845.90K | 1.27M | 1.33M | 1.09M |
| Citadel Advisors | 2.81M | 2.91M | 1.44M | 413.40K | 73.60K | 142.90K | 1.97M | 2.38M | 2.43M | 1.44M | 497.10K | 537.62K | 764.91K | 552.18K | 839.05K | 23.50K | 5.00K | 188.66K | 47.17K | 204.12K |
| Geode Capital Management | 2.47M | 1.66M | 1.63M | 1.63M | 1.66M | 1.68M | 1.61M | 1.61M | 1.60M | 1.55M | 1.49M | 1.45M | 1.42M | 1.35M | 1.30M | 1.24M | 1.23M | 1.23M | 1.18M | 1.17M |
| Charles Schwab Investment Management | 2.06M | 1.90M | 1.42M | 1.38M | 1.39M | 1.29M | 1.23M | 1.13M | 1.10M | 1.06M | 1.04M | 996.70K | 958.04K | 946.00K | 961.52K | 955.38K | 717.65K | 709.72K | 683.74K | 667.02K |
| Invesco Ltd | 1.79M | 583.17K | 727.85K | 458.71K | 268.76K | 243.31K | 230.09K | 1.32M | 1.75M | 3.28M | 3.27M | 3.13M | 3.26M | 3.26M | 3.47M | 3.30M | 3.13M | 1.79M | 1.60M | 687.23K |
| Deutsche Bank AG | 1.68M | 1.16M | 857.94K | 1.43M | 1.02M | 650.02K | 650.13K | 5.62K | 5.48K | 5.45K | 5.09K | 6.42K | 6.61K | 5.23K | 12.76K | 1.27K | 5.09K | 3.58K | 3.56K | 5.37K |
| Northern Trust Corp | 1.13M | 728.94K | 639.06K | 705.43K | 869.88K | 878.67K | 863.07K | 664.82K | 677.36K | 602.00K | 686.87K | 681.58K | 692.42K | 741.82K | 738.56K | 737.46K | 734.54K | 745.64K | 759.60K | 775.95K |
| Principal Global Investors | 813.42K | 558.49K | 438.29K | 442.94K | 208.84K | 213.58K | 624.94K | 656.89K | 643.52K | 539.16K | 338.40K | 339.82K | 345.41K | 359.85K | 558.75K | 373.41K | 536.57K | 305.69K | 305.54K | 310.55K |
| Bank of America Corp | 731.66K | 1.23M | 747.52K | 628.81K | 1.16M | 722.10K | 98.46K | 751.42K | 290.22K | 208.17K | 276.83K | 114.16K | 133.86K | 213.89K | 204.67K | 206.52K | 202.43K | 177.98K | 234.51K | 234.61K |
| BNY Mellon | 559.44K | 483.95K | 475.16K | 787.45K | 879.97K | 960.45K | 1.10M | 1.13M | 1.25M | 1.17M | 1.25M | 1.26M | 1.24M | 1.40M | 1.40M | 1.56M | 1.64M | 1.66M | 1.84M | 1.92M |
| Citigroup Inc | 553.41K | 2.35M | 2.57M | 793.60K | 737.49K | 2.38M | 45.31K | 39.01K | 22.85K | 15.35K | 12.12K | 14.87K | 16.64K | 20.48K | 15.98K | 25.41K | 12.20K | 15.38K | 17.44K | 79.44K |
| Franklin Resources | 320.57K | 110.27K | 82.56K | 64.28K | 66.62K | 59.71K | 51.08K | 105.23K | 28.20K | 21.48K | 16.63K | 12.78K | 10.64K | 7.36K | 71.94K | 143.29K | 247.37K | 248.88K | 225.91K | 227.76K |
| PSP Investments | 316.00K | 330.08K | 319.32K | 360.23K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | 296.10K | 311.33K | 2.23K | 723 | 769 | 1.63K | 2.11K | 6.25K | 6.61K | 6.91K | 6.83K | 5.83K | 11.33K | 21.75K | 24.58K | 25.35K | 12.91K | 80.26K | 73.89K | 53.49K |
▲ 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