ADUS — ADDUS HOMECARE CORP
Reported value held$1.13B
Funds holding (latest)44
SectorHealth Care
Funds holding (Q2 2026)33
Institutional value$887.10M · 8.86M sh
New / Add / Cut / Exit1 / 18 / 14 / 3
Top-5 / Top-10 concentration69.2% / 86.4%
Institutional holdings change
Reducing -1.0%
(-86.51K sh)
Institutional value change
Up +7.6%
As of Q2 2026, 33 SEC-registered investment managers reported holding ADUS (ADDUS HOMECARE CORP) in their latest 13F filings, with a combined reported value of $887.10M across 8.86M shares. That is -1.0% by share count (-86.51K shares) versus the previous quarter, while reported value moved +7.6%. Ownership is concentrated: the five largest holders account for 69.2% of reported value and the top ten for 86.4%.
Compared with the prior quarter, 1 opened new positions, 18 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.
ADUS 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 | 3.43M | $344.15M | 0.01% | Add |
| Capital Research Global Investors history | 1.39M | $139.64M | 0.02% | Reduce |
| Geode Capital Management history | 515.52K | $51.80M | 0.00% | Add |
| Principal Global Investors history | 411.56K | $41.35M | 0.02% | Reduce |
| Invesco Ltd history | 368.73K | $37.05M | 0.00% | Reduce |
| Bank of America Corp history | 353.61K | $35.53M | 0.00% | Add |
| Morgan Stanley history | 343.82K | $34.54M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 317.23K | $31.87M | 0.00% | Reduce |
| Goldman Sachs Group history | 257.71K | $25.89M | 0.01% | Add |
| Charles Schwab Investment Management history | 241.59K | $24.27M | 0.00% | Add |
| Northern Trust Corp history | 223.18K | $22.42M | 0.00% | Reduce |
| Wellington Management Group history | 212.36K | $21.34M | 0.00% | Reduce |
| Two Sigma Investments history | 113.90K | $11.44M | 0.01% | Add |
| BNY Mellon history | 111.66K | $11.22M | 0.00% | Add |
| Marshall Wace history | 64.79K | $6.51M | 0.01% | Add |
| UBS Group AG history | 63.88K | $6.42M | 0.00% | Reduce |
| PSP Investments history | 62.79K | $6.31M | 0.02% | Reduce |
| JPMorgan Chase & Co history | 58.43K | $5.81M | 0.00% | New |
| Wells Fargo & Co history | 52.93K | $5.32M | 0.00% | Reduce |
| Balyasny Asset Management history | 46.63K | $4.69M | 0.01% | Add |
| Legal & General Investment Management America history | 45.10K | $4.53M | 0.00% | Add |
| D. E. Shaw & Co history | 29.08K | $2.92M | 0.00% | Add |
| Prudential Financial history | 27.10K | $2.72M | 0.00% | Add |
| Citigroup Inc history | 22.38K | $2.25M | 0.00% | Add |
| Deutsche Bank AG history | 20.52K | $2.06M | 0.00% | Add |
| AQR Capital Management history | 20.28K | $2.04M | 0.00% | Add |
| Manulife Financial history | 8.96K | $900.51K | 0.00% | Add |
| Renaissance Technologies history | 5.60K | $562.63K | 0.00% | Reduce |
| Franklin Resources history | 4.83K | $485.47K | 0.00% | Reduce |
| Amundi US history | 3.96K | $397.36K | 0.00% | Add |
| Citadel Advisors history | 3.30K | $331.55K | 0.00% | Reduce |
| PNC Financial Services history | 3.20K | $321.50K | 0.00% | Add |
| T. Rowe Price Associates history | 25.05K | $2.52K | 0.00% | Reduce |
Q1 2026 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.09M | $289.40M | 0.01% | Add |
| Capital Research Global Investors history | 1.54M | $143.78M | 0.02% | Add |
| Geode Capital Management history | 481.53K | $45.10M | 0.00% | Add |
| Morgan Stanley history | 448.91K | $42.04M | 0.00% | Reduce |
| Principal Global Investors history | 434.47K | $40.69M | 0.02% | Reduce |
| Invesco Ltd history | 415.15K | $38.88M | 0.01% | Hold |
| Wellington Management Group history | 382.35K | $35.81M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 349.26K | $32.71M | 0.00% | Hold |
| Bank of America Corp history | 323.04K | $30.25M | 0.00% | Add |
| Charles Schwab Investment Management history | 235.65K | $22.07M | 0.00% | Add |
| Northern Trust Corp history | 232.26K | $21.75M | 0.00% | Reduce |
| BNY Mellon history | 106.23K | $9.95M | 0.00% | Reduce |
| Goldman Sachs Group history | 96.30K | $9.02M | 0.00% | Reduce |
| Two Sigma Investments history | 95.61K | $8.95M | 0.01% | New |
| Citadel Advisors history | 90.04K | $8.43M | 0.00% | Add |
| Renaissance Technologies history | 80.49K | $7.54M | 0.01% | Add |
| UBS Group AG history | 76.05K | $7.12M | 0.00% | Add |
| PSP Investments history | 65.26K | $6.11M | 0.02% | Add |
| Wells Fargo & Co history | 60.63K | $5.68M | 0.00% | Reduce |
| Legal & General Investment Management America history | 42.68K | $4.00M | 0.00% | Reduce |
| Balyasny Asset Management history | 40.73K | $3.81M | 0.01% | Add |
| Prudential Financial history | 19.04K | $1.78M | 0.00% | Add |
| Deutsche Bank AG history | 17.34K | $1.62M | 0.00% | Add |
| Marshall Wace history | 14.90K | $1.40M | 0.00% | New |
| Franklin Resources history | 12.78K | $1.20M | 0.00% | Reduce |
| D. E. Shaw & Co history | 8.21K | $769.24K | 0.00% | Hold |
| Manulife Financial history | 8.13K | $761.75K | 0.00% | Reduce |
| AQR Capital Management history | 7.97K | $746.01K | 0.00% | Reduce |
| Janus Henderson Group history | 7.96K | $745.00K | 0.00% | Hold |
| Millennium Management history | 6.73K | $630.26K | 0.00% | Add |
| Royce & Associates history | 6.05K | $566.39K | 0.01% | Add |
| Citigroup Inc history | 4.79K | $448.49K | 0.00% | Reduce |
| Amundi US history | 2.87K | $268.59K | 0.00% | Add |
| PNC Financial Services history | 2.81K | $262.88K | 0.00% | Add |
| T. Rowe Price Associates history | 139.79K | $13.09K | 0.00% | Reduce |
Q4 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.81M | $301.66M | 0.01% | Add |
| Capital Research Global Investors history | 1.47M | $157.84M | 0.03% | Add |
| Vanguard Group history | 1.31M | $140.53M | 0.00% | Add |
| Morgan Stanley history | 707.03K | $75.93M | 0.01% | Reduce |
| Geode Capital Management history | 466.01K | $50.05M | 0.00% | Add |
| Principal Global Investors history | 442.36K | $47.51M | 0.02% | Add |
| Invesco Ltd history | 416.86K | $44.77M | 0.01% | Add |
| Wellington Management Group history | 362.68K | $38.95M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 348.26K | $37.40M | 0.00% | Add |
| Bank of America Corp history | 290.32K | $31.18M | 0.00% | Reduce |
| Northern Trust Corp history | 257.56K | $27.66M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 228.73K | $24.56M | 0.00% | Add |
| BNY Mellon history | 108.48K | $11.65M | 0.00% | Reduce |
| Goldman Sachs Group history | 98.95K | $10.63M | 0.00% | Add |
| Wells Fargo & Co history | 63.65K | $6.84M | 0.00% | Add |
| PSP Investments history | 63.10K | $6.78M | 0.02% | Reduce |
| UBS Group AG history | 59.31K | $6.37M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 52.47K | $5.63M | 0.00% | Add |
| Renaissance Technologies history | 48.80K | $5.24M | 0.01% | Reduce |
| Legal & General Investment Management America history | 45.71K | $4.91M | 0.00% | Reduce |
| Citadel Advisors history | 45.42K | $4.88M | 0.00% | Add |
| Lazard Asset Management history | 26.87K | $2.89M | 0.01% | Add |
| Prudential Financial history | 17.14K | $1.84M | 0.00% | Reduce |
| Deutsche Bank AG history | 16.79K | $1.80M | 0.00% | Add |
| Franklin Resources history | 16.27K | $1.75M | 0.00% | Add |
| Manulife Financial history | 8.47K | $909.81K | 0.00% | Reduce |
| AQR Capital Management history | 8.32K | $893.27K | 0.00% | Reduce |
| D. E. Shaw & Co history | 8.21K | $882.10K | 0.00% | Hold |
| Janus Henderson Group history | 7.96K | $854.28K | 0.00% | Hold |
| Citigroup Inc history | 5.49K | $589.25K | 0.00% | Reduce |
| Balyasny Asset Management history | 3.48K | $373.72K | 0.00% | Add |
| Royce & Associates history | 3.40K | $365.23K | 0.00% | Reduce |
| Millennium Management history | 2.99K | $320.99K | 0.00% | Reduce |
| Amundi US history | 2.52K | $270.73K | 0.00% | Reduce |
| PNC Financial Services history | 2.35K | $252.26K | 0.00% | Add |
| CPP Investments history | 400 | $42.96K | 0.00% | New |
| T. Rowe Price Associates history | 231.88K | $24.90K | 0.00% | Add |
Q3 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.74M | $323.46M | 0.01% | Reduce |
| Vanguard Group history | 1.30M | $153.16M | 0.00% | Add |
| Capital Research Global Investors history | 1.20M | $141.77M | 0.03% | Add |
| Morgan Stanley history | 758.78K | $89.53M | 0.01% | Add |
| Geode Capital Management history | 461.94K | $54.51M | 0.00% | Add |
| Principal Global Investors history | 435.75K | $51.41M | 0.03% | Reduce |
| Millennium Management history | 427.08K | $50.39M | 0.02% | Reduce |
| Wellington Management Group history | 407.34K | $48.06M | 0.01% | Reduce |
| Invesco Ltd history | 389.17K | $45.92M | 0.01% | Reduce |
| Bank of America Corp history | 314.63K | $37.12M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 304.26K | $35.90M | 0.00% | Add |
| Northern Trust Corp history | 283.61K | $33.46M | 0.00% | Hold |
| Charles Schwab Investment Management history | 225.89K | $26.65M | 0.00% | Add |
| BNY Mellon history | 155.25K | $18.32M | 0.00% | Reduce |
| Renaissance Technologies history | 102.60K | $12.11M | 0.02% | Add |
| UBS Group AG history | 77.58K | $9.15M | 0.00% | Add |
| Goldman Sachs Group history | 77.06K | $9.09M | 0.00% | Add |
| PSP Investments history | 70.83K | $8.36M | 0.03% | Add |
| Legal & General Investment Management America history | 47.41K | $5.59M | 0.00% | Reduce |
| Wells Fargo & Co history | 44.49K | $5.25M | 0.00% | Add |
| JPMorgan Chase & Co history | 43.80K | $5.17M | 0.00% | Reduce |
| Citigroup Inc history | 18.48K | $2.18M | 0.00% | Add |
| Prudential Financial history | 18.27K | $2.16M | 0.00% | Reduce |
| Deutsche Bank AG history | 16.24K | $1.92M | 0.00% | Add |
| Lazard Asset Management history | 15.19K | $1.79M | 0.00% | Add |
| Citadel Advisors history | 13.84K | $1.63M | 0.00% | Reduce |
| Franklin Resources history | 12.61K | $1.36M | 0.00% | Reduce |
| Manulife Financial history | 8.97K | $1.06M | 0.00% | Reduce |
| AQR Capital Management history | 8.66K | $1.02M | 0.00% | Add |
| D. E. Shaw & Co history | 8.21K | $969.17K | 0.00% | Reduce |
| Janus Henderson Group history | 7.96K | $939.64K | 0.00% | Hold |
| Point72 Asset Management history | 7.80K | $920.17K | 0.00% | Reduce |
| Royce & Associates history | 4.36K | $514.44K | 0.01% | Reduce |
| Amundi US history | 3.26K | $367.85K | 0.00% | Add |
| Balyasny Asset Management history | 2.37K | $279.75K | 0.00% | Add |
| PNC Financial Services history | 2.19K | $258.28K | 0.00% | Add |
| T. Rowe Price Associates history | 230.16K | $27.16K | 0.00% | Hold |
Q2 2025 — 48 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.77M | $319.31M | 0.01% | Reduce |
| BlackRock Inc history | 2.77M | $319.31M | 0.01% | Reduce |
| Vanguard Group history | 1.26M | $145.30M | 0.00% | Reduce |
| Capital Research Global Investors history | 1.10M | $126.97M | 0.03% | Add |
| Morgan Stanley history | 601.12K | $69.24M | 0.01% | Add |
| Morgan Stanley history | 601.12K | $69.24M | 0.01% | Add |
| Point72 Asset Management history | 533.00K | $61.40M | 0.13% | Add |
| Point72 Asset Management history | 533.00K | $61.40M | 0.13% | Add |
| Principal Global Investors history | 480.52K | $55.35M | 0.03% | Add |
| Millennium Management history | 464.65K | $53.52M | 0.03% | Add |
| Geode Capital Management history | 457.09K | $52.66M | 0.00% | Add |
| Invesco Ltd history | 439.34K | $50.61M | 0.01% | Add |
| Wellington Management Group history | 417.37K | $48.08M | 0.01% | Reduce |
| Northern Trust Corp history | 285.01K | $32.83M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 229.99K | $26.49M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 229.99K | $26.49M | 0.00% | Add |
| Charles Schwab Investment Management history | 220.39K | $25.39M | 0.00% | Add |
| BNY Mellon history | 160.79K | $18.52M | 0.00% | Reduce |
| Bank of America Corp history | 156.92K | $18.08M | 0.00% | Add |
| Renaissance Technologies history | 80.80K | $9.31M | 0.01% | Reduce |
| Renaissance Technologies history | 80.80K | $9.31M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 78.55K | $9.05M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 78.55K | $9.05M | 0.00% | Reduce |
| UBS Group AG history | 70.76K | $8.15M | 0.00% | Add |
| PSP Investments history | 61.93K | $7.13M | 0.03% | Add |
| Legal & General Investment Management America history | 49.01K | $5.65M | 0.00% | Hold |
| Goldman Sachs Group history | 43.98K | $5.07M | 0.00% | Reduce |
| Goldman Sachs Group history | 43.98K | $5.07M | 0.00% | Reduce |
| Wells Fargo & Co history | 32.15K | $3.70M | 0.00% | Add |
| Citadel Advisors history | 27.77K | $3.20M | 0.00% | Reduce |
| Citadel Advisors history | 27.77K | $3.20M | 0.00% | Reduce |
| Franklin Resources history | 23.02K | $2.65M | 0.00% | Reduce |
| Prudential Financial history | 18.92K | $2.26M | 0.00% | Add |
| Citigroup Inc history | 16.77K | $1.93M | 0.00% | Reduce |
| Deutsche Bank AG history | 14.49K | $1.67M | 0.00% | Reduce |
| Deutsche Bank AG history | 14.49K | $1.67M | 0.00% | Reduce |
| D. E. Shaw & Co history | 10.42K | $1.20M | 0.00% | Reduce |
| Manulife Financial history | 9.51K | $1.10M | 0.00% | Reduce |
| Janus Henderson Group history | 7.96K | $916.00K | 0.00% | Reduce |
| AQR Capital Management history | 6.93K | $797.92K | 0.00% | Reduce |
| Royce & Associates history | 6.74K | $776.84K | 0.01% | Reduce |
| Two Sigma Investments history | 5.36K | $617.19K | 0.00% | New |
| Two Sigma Investments history | 5.36K | $617.19K | 0.00% | New |
| Amundi US history | 2.97K | $327.58K | 0.00% | Reduce |
| Balyasny Asset Management history | 2.35K | $270.58K | 0.00% | Reduce |
| PNC Financial Services history | 1.95K | $224.04K | 0.00% | Add |
| T. Rowe Price Associates history | 229.26K | $26.41K | 0.00% | Add |
| Lazard Asset Management history | 6.67K | $767 | 0.00% | Reduce |
Q1 2025 — 47 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.82M | $278.68M | 0.01% | Reduce |
| BlackRock Inc history | 2.82M | $278.68M | 0.01% | Reduce |
| Vanguard Group history | 1.34M | $132.24M | 0.00% | Reduce |
| Morgan Stanley history | 588.62K | $58.21M | 0.00% | Reduce |
| Morgan Stanley history | 588.62K | $58.21M | 0.00% | Reduce |
| Capital Research Global Investors history | 534.39K | $52.85M | 0.01% | Add |
| Principal Global Investors history | 475.82K | $47.05M | 0.03% | Add |
| Wellington Management Group history | 471.94K | $46.67M | 0.01% | Add |
| Geode Capital Management history | 441.55K | $43.67M | 0.00% | Add |
| Invesco Ltd history | 414.70K | $41.01M | 0.01% | Add |
| Northern Trust Corp history | 305.11K | $30.17M | 0.00% | Add |
| Point72 Asset Management history | 301.93K | $29.86M | 0.07% | New |
| Point72 Asset Management history | 301.93K | $29.86M | 0.07% | New |
| Charles Schwab Investment Management history | 212.12K | $20.98M | 0.00% | Reduce |
| Millennium Management history | 194.38K | $19.22M | 0.01% | Add |
| BNY Mellon history | 164.12K | $16.23M | 0.00% | Add |
| Goldman Sachs Group history | 135.49K | $13.40M | 0.00% | Reduce |
| Goldman Sachs Group history | 135.49K | $13.40M | 0.00% | Reduce |
| Bank of America Corp history | 133.70K | $13.22M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 132.00K | $13.05M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 132.00K | $13.05M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 119.13K | $11.78M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 119.13K | $11.78M | 0.00% | Reduce |
| Renaissance Technologies history | 118.60K | $11.73M | 0.02% | Add |
| Renaissance Technologies history | 118.60K | $11.73M | 0.02% | Add |
| UBS Group AG history | 62.97K | $6.23M | 0.00% | Add |
| Citadel Advisors history | 60.37K | $5.97M | 0.00% | Add |
| Citadel Advisors history | 60.37K | $5.97M | 0.00% | Add |
| PSP Investments history | 56.84K | $5.62M | 0.02% | Add |
| D. E. Shaw & Co history | 51.10K | $5.05M | 0.01% | Reduce |
| Legal & General Investment Management America history | 48.89K | $4.83M | 0.00% | Reduce |
| Janus Henderson Group history | 48.60K | $4.73M | 0.00% | Reduce |
| Marshall Wace history | 34.53K | $3.41M | 0.00% | New |
| Wells Fargo & Co history | 30.21K | $2.99M | 0.00% | Reduce |
| Franklin Resources history | 26.07K | $2.58M | 0.00% | Add |
| Citigroup Inc history | 25.87K | $2.56M | 0.00% | Reduce |
| Prudential Financial history | 17.46K | $2.09M | 0.00% | Reduce |
| AQR Capital Management history | 15.16K | $1.50M | 0.00% | Reduce |
| Deutsche Bank AG history | 14.87K | $1.47M | 0.00% | Reduce |
| Deutsche Bank AG history | 14.87K | $1.47M | 0.00% | Reduce |
| Balyasny Asset Management history | 11.36K | $1.12M | 0.00% | Add |
| Manulife Financial history | 9.71K | $960.02K | 0.00% | Add |
| Royce & Associates history | 8.63K | $853.02K | 0.01% | Hold |
| Amundi US history | 7.27K | $736.77K | 0.00% | Reduce |
| PNC Financial Services history | 1.91K | $188.98K | 0.00% | Reduce |
| T. Rowe Price Associates history | 227.06K | $22.45K | 0.00% | Hold |
| Lazard Asset Management history | 7.20K | $711 | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 58.43K sh · $5.81M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 7.96K sh · $745.00K
- Millennium Management sold 6.73K sh · $630.26K
- Royce & Associates sold 6.05K sh · $566.39K
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 | 3.43M | 3.09M | 2.81M | 2.74M | 2.77M | 2.82M | 3.15M | 3.12M | — | — | — | — | — | — | — | — | — | — | — | — |
| Capital Research Global Investors | 1.39M | 1.54M | 1.47M | 1.20M | 1.10M | 534.39K | 408.05K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 515.52K | 481.53K | 466.01K | 461.94K | 457.09K | 441.55K | 423.78K | 423.93K | 395.65K | 366.11K | 354.65K | 338.45K | 327.05K | 313.63K | 301.99K | 289.15K | 284.23K | 289.49K | 293.76K | 268.20K |
| Principal Global Investors | 411.56K | 434.47K | 442.36K | 435.75K | 480.52K | 475.82K | 402.10K | 505.85K | 430.44K | 355.96K | 633.17K | 634.66K | 638.30K | 621.32K | 619.66K | 632.63K | 605.04K | 514.11K | 494.99K | 487.49K |
| Invesco Ltd | 368.73K | 415.15K | 416.86K | 389.17K | 439.34K | 414.70K | 346.12K | 324.85K | 329.34K | 406.57K | 384.16K | 419.25K | 429.23K | 400.28K | 498.18K | 479.09K | 493.23K | 506.50K | 495.26K | 469.64K |
| Bank of America Corp | 353.61K | 323.04K | 290.32K | 314.63K | 156.92K | 133.70K | 175.07K | 46.86K | 90.58K | 31.75K | 85.31K | 60.38K | 62.23K | 70.23K | 81.91K | 60.73K | 88.56K | 111.78K | 104.45K | 98.07K |
| Morgan Stanley | 343.82K | 448.91K | 707.03K | 758.78K | 601.12K | 588.62K | 871.27K | 710.10K | 672.28K | 504.33K | 437.23K | 394.22K | 568.51K | 925.78K | 907.19K | 107.41K | 99.19K | 67.22K | 63.55K | 60.68K |
| Fidelity Management & Research (FMR) | 317.23K | 349.26K | 348.26K | 304.26K | 229.99K | 119.13K | 121.79K | 86.46K | 70.42K | 64.86K | 57.92K | 53.83K | 297.24K | 286.25K | 274.50K | 243.73K | 231.68K | 228.13K | 201.34K | 214.98K |
| Goldman Sachs Group | 257.71K | 96.30K | 98.95K | 77.06K | 43.98K | 135.49K | 192.43K | 190.86K | 93.70K | 64.20K | 55.12K | 37.09K | 40.69K | 43.27K | 32.55K | 33.38K | 32.20K | 38.43K | 18.25K | 23.13K |
| Charles Schwab Investment Management | 241.59K | 235.65K | 228.73K | 225.89K | 220.39K | 212.12K | 224.18K | 227.21K | 208.65K | 188.03K | 179.63K | 167.24K | 162.02K | 155.05K | 159.12K | 153.43K | 149.27K | 145.81K | 136.01K | 126.25K |
| Northern Trust Corp | 223.18K | 232.26K | 257.56K | 283.61K | 285.01K | 305.11K | 285.87K | 276.75K | 259.39K | 266.98K | 277.29K | 283.35K | 289.86K | 302.26K | 300.92K | 305.37K | 293.35K | 294.31K | 285.43K | 258.64K |
| Wellington Management Group | 212.36K | 382.35K | 362.68K | 407.34K | 417.37K | 471.94K | 375.11K | 541.45K | 680.38K | 701.91K | 798.43K | 788.89K | 770.01K | 677.18K | 651.17K | 210.98K | — | — | — | — |
| Two Sigma Investments | 113.90K | 95.61K | — | — | 5.36K | — | 12.61K | 27.39K | 5.62K | 15.13K | 15.38K | 26.93K | 34.13K | 29.31K | 4.35K | — | — | 13.27K | — | 8.23K |
| BNY Mellon | 111.66K | 106.23K | 108.48K | 155.25K | 160.79K | 164.12K | 116.90K | 118.17K | 129.45K | 123.50K | 133.04K | 133.95K | 138.75K | 141.76K | 145.67K | 156.09K | 145.36K | 144.43K | 165.07K | 166.06K |
| Marshall Wace | 64.79K | 14.90K | — | — | — | 34.53K | — | 3.87K | — | 10.07K | — | — | 56.16K | 29.45K | — | — | — | — | — | 4.46K |
| UBS Group AG | 63.88K | 76.05K | 59.31K | 77.58K | 70.76K | 62.97K | 61.67K | 60.85K | 50.88K | 58.87K | 21.17K | 12.36K | 14.10K | 6.82K | 6.16K | 856 | 571 | 3.57K | 8.34K | 3.91K |
| PSP Investments | 62.79K | 65.26K | 63.10K | 70.83K | 61.93K | 56.84K | 44.72K | 37.96K | 38.86K | 32.81K | 33.65K | 20.04K | 28.76K | 28.33K | 29.31K | 29.48K | 29.73K | 29.73K | 32.44K | 32.16K |
| JPMorgan Chase & Co | 58.43K | — | 52.47K | 43.80K | 78.55K | 132.00K | 175.21K | 183.20K | 166.20K | 124.19K | 117.89K | 54.68K | 55.48K | 28.34K | 30.10K | 26.72K | 23.67K | 19.00K | 16.93K | 16.02K |
| Wells Fargo & Co | 52.93K | 60.63K | 63.65K | 44.49K | 32.15K | 30.21K | 31.92K | 26.11K | 25.10K | 25.02K | 28.18K | 38.11K | 123.44K | 147.93K | 142.05K | 142.67K | 140.49K | 119.54K | 118.70K | 212.76K |
| Balyasny Asset Management | 46.63K | 40.73K | 3.48K | 2.37K | 2.35K | 11.36K | 3.69K | 6.31K | 25.50K | — | — | — | — | — | 2.06K | — | — | — | 2.20K | — |
▲ 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