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DaveManuel.com · Institutional Ownership · By Quarter

Q4 2019

What institutions reported holding as of 2019-12-31. Filings are due 45 days after quarter end, so this is a snapshot of that date, not of today.

Largest filers

FilerValue Positions
Westpac Banking Corp$7.8T879
Pendal Group Ltd$7.6T438
Federation des caisses Desjardins du Quebec$7.1T2,307
Metropolitan Life Insurance Co/NY$6.3T2,535
Swiss Life Asset Management Ltd$5.3T500
Employees Provident Fund Board$4.7T53
SHAPIRO CAPITAL MANAGEMENT LLC$4.7T77
BARTLETT & CO. WEALTH MANAGEMENT LLC$4.1T862
UBS OCONNOR LLC$3.5T274
VANGUARD GROUP INC$2.9T4,124
BlackRock Inc.$2.6T4,911
Erste Asset Management GmbH$2.3T400
Northwest & Ethical Investments L.P.$2.2T369
E. Ohman J:or Asset Management AB$1.8T433
TD PRIVATE CLIENT WEALTH LLC$1.7T1,068
STATE STREET CORP$1.5T3,806
American Portfolios Advisors$1.4T2,843
WestEnd Advisors, LLC$1.3T54
BREWIN DOLPHIN LTD$1.1T1,053
Snowden Capital Advisors LLC$1.1T579
Rakuten Investment Management, Inc.$1.1T13
FORA Capital, LLC$991.9B883
GEODE CAPITAL MANAGEMENT, LLC$956.8B4,207
COOPER INVESTORS PTY LTD$950.5B41
TOWER BRIDGE ADVISORS$946.7B209
Dixon Mitchell Investment Counsel Inc.$942.2B58
FMR LLC$906.4B3,733
KAHN BROTHERS GROUP INC /DE/$824.7B47
Focus Financial Network, Inc.$815.9B403
EVOKE WEALTH, LLC$786.6B1,251
HAHN CAPITAL MANAGEMENT LLC$776.1B31
PRICE T ROWE ASSOCIATES INC /MD/$771.3B2,521
Heritage Wealth Advisors$757.2B712
Credential Qtrade Securities Inc.$737.2B302
Munro Partners$706.7B26
BANK OF AMERICA CORP /DE/$697.7B6,186
Mason Investment Advisory Services, Inc.$680.1B90
Estabrook Capital Management$664.9B342
Caldwell Trust Co$654.8B802
ADELL HARRIMAN & CARPENTER INC$607.9B138
Summit Financial, LLC$588.8B46
FISHMAN JAY A LTD/MI$580.5B82
Eversept Partners, LP$566.3B69
JPMORGAN CHASE & CO$536.3B5,606
WELLINGTON MANAGEMENT GROUP LLP$477.2B2,001
Anchor Investment Management, LLC$469.0B827
Capital World Investors$447.4B515
NORTHERN TRUST CORP$446.8B4,258
MORGAN STANLEY$430.0B6,633
TRAPHAGEN INVESTMENT ADVISORS LLC$419.0B121

Most new positions opened

Ticker Filers openingTotal holders Reported value
TFC1,2421,349$159.8B
PARA789839$159.7B
DOC594689$93.2B
BMYRT544572$16.9B
GEN472500$27.7B
TCOM324340$34.3B
BMY3202,225$454.0B
UBER238649$45.1B
OI212220$10.7B
CRNC208217$1.1B
TDAY204207$1.2B
TSLA202968$175.0B
JOYY200201$4.2B
NVDA1891,632$511.9B
ONTO189196$2.3B
BABA1851,770$876.3B
IWM1751,680$305.2B
NEX173175$1.7B
QQQ1671,566$288.2B
BX1611,005$143.4B
UNH1592,169$706.5B
AMAT1561,200$226.4B
TIF155612$204.9B
CSTM154166$2.6B
NVST151212$34.5B

Largest reported positions

TickerValue HoldersChange
MSFT$3.2T3,446+301
AAPL$3.0T3,385+335
AMZN$1.7T3,022+309
SPY$1.6T2,596+288
GOOGL$1.4T2,851+285
JPM$1.3T2,908+284
META$1.2T2,671+258
VTI$1.2T1,558+245
IVV$1.2T1,912+249
V$1.1T2,674+236
BAC$898.6B2,314+225
BABA$876.3B1,770+241
GOOG$871.4B2,608+211
BRKB$846.5B2,636+245
JNJ$840.9B3,000+272
MDT$838.9B1,785+168
ORCL$835.7B1,927+128
DIS$835.4B2,838+286
MA$817.5B2,151+174
ACN$761.2B1,581+118
XOM$736.5B2,743+218
EEM$728.5B1,357+180
VZ$706.8B2,628+220
UNH$706.5B2,169+231
MRK$693.7B2,528+231