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DaveManuel.com · Institutional Ownership · By Quarter

Q1 2020

What institutions reported holding as of 2020-03-31. Filings are due 45 days after quarter end, so this is a snapshot of that date, not of today.

Largest filers

FilerValue Positions
MetLife Investment Management, LLC$7.3T2,240
DNB Asset Management AS$6.8T607
Pendal Group Ltd$5.9T426
Westpac Banking Corp$5.8T852
Federation des caisses Desjardins du Quebec$5.7T2,215
Swiss Life Asset Management Ltd$5.3T493
Metropolitan Life Insurance Co/NY$4.9T2,503
UBS OCONNOR LLC$4.9T291
Employees Provident Fund Board$3.7T61
BARTLETT & CO. WEALTH MANAGEMENT LLC$3.3T842
SHAPIRO CAPITAL MANAGEMENT LLC$2.9T78
VANGUARD GROUP INC$2.3T4,080
BlackRock Inc.$2.0T4,878
Northwest & Ethical Investments L.P.$1.7T363
TD PRIVATE CLIENT WEALTH LLC$1.4T1,071
E. Ohman J:or Asset Management AB$1.4T441
American Portfolios Advisors$1.2T2,774
WestEnd Advisors, LLC$1.2T59
STATE STREET CORP$1.1T3,758
Rakuten Investment Management, Inc.$1.1T15
BREWIN DOLPHIN LTD$1.0T1,048
Snowden Capital Advisors LLC$917.2B518
COOPER INVESTORS PTY LTD$796.1B41
Dixon Mitchell Investment Counsel Inc.$793.3B56
TOWER BRIDGE ADVISORS$761.8B179
Focus Financial Network, Inc.$744.9B359
FMR LLC$722.1B3,565
EVOKE WEALTH, LLC$702.6B1,125
PRICE T ROWE ASSOCIATES INC /MD/$632.2B2,508
Rehmann Capital Advisory Group$612.9B378
Credential Qtrade Securities Inc.$612.4B293
Mason Investment Advisory Services, Inc.$590.2B80
Heritage Wealth Advisors$558.0B441
BANK OF AMERICA CORP /DE/$555.3B6,152
KAHN BROTHERS GROUP INC /DE/$546.7B48
HAHN CAPITAL MANAGEMENT LLC$540.5B31
Caldwell Trust Co$528.0B795
Munro Partners$489.3B23
Estabrook Capital Management$475.2B337
ADELL HARRIMAN & CARPENTER INC$472.3B126
FORA Capital, LLC$463.2B989
FISHMAN JAY A LTD/MI$456.5B82
Summit Financial, LLC$455.0B43
JPMORGAN CHASE & CO$425.9B5,257
Eversept Partners, LP$402.3B58
Anchor Investment Management, LLC$387.6B862
GEODE CAPITAL MANAGEMENT, LLC$383.7B4,111
Greenvale Capital LLP$380.4B11
WELLINGTON MANAGEMENT GROUP LLP$377.9B1,890
TRAPHAGEN INVESTMENT ADVISORS LLC$373.3B116

Most new positions opened

Ticker Filers openingTotal holders Reported value
TT740750$56.3B
WTRG553574$19.7B
IR532553$30.2B
ZM322518$24.2B
TSLA2901,143$168.1B
AMZN2703,171$2.3T
EQH251272$10.3B
GILD2431,656$281.3B
OVV241248$870.4M
NVDA2331,748$543.3B
SPY2232,549$1.4T
UBER218735$51.8B
NFLX2161,537$370.2B
DHC207231$2.0B
REGN201823$114.6B
TDOC197581$30.4B
META1942,638$1.5T
QQQ1911,583$303.3B
ADBE1851,793$405.7B
SBUX1831,882$325.7B
CG179202$4.5B
MSFT1783,535$3.7T
ATVI1781,005$201.4B
GLD1761,368$126.5B
PRMW176177$4.8B

Largest reported positions

TickerValue HoldersChange
MSFT$3.7T3,535+89
AAPL$2.9T3,363-22
AMZN$2.3T3,171+149
GOOGL$1.6T2,824-27
META$1.5T2,638-33
SPY$1.4T2,549-47
VTI$1.2T1,498-60
EEM$1.2T1,166-191
JNJ$1.1T2,941-59
V$1.1T2,641-33
IVV$991.1B1,830-82
JPM$981.8B2,793-115
ORCL$976.0B1,807-120
GOOG$900.6B2,580-28
BRKB$863.9B2,610-26
PFE$848.9B2,442-92
VZ$833.1B2,584-44
MRK$787.6B2,470-58
INTC$783.2B2,539-55
MA$760.2B2,141-10
UNH$716.0B2,129-40
MDT$711.1B1,737-48
BABA$694.8B1,767-3
PG$676.6B2,681-50
DIS$644.6B2,689-149