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DaveManuel.com · Institutional Ownership · By Quarter

Q2 2020

What institutions reported holding as of 2020-06-30. 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$6.7T840
Federation des caisses Desjardins du Quebec$6.7T2,104
Swiss Life Asset Management Ltd$6.2T500
Metropolitan Life Insurance Co/NY$5.6T2,544
UBS OCONNOR LLC$4.5T324
Employees Provident Fund Board$4.4T64
BARTLETT & CO. WEALTH MANAGEMENT LLC$3.8T845
SHAPIRO CAPITAL MANAGEMENT LLC$3.5T71
VANGUARD GROUP INC$2.8T4,074
BlackRock Inc.$2.5T4,912
Erste Asset Management GmbH$2.5T421
Northwest & Ethical Investments L.P.$2.1T389
E. Ohman J:or Asset Management AB$1.7T429
TD PRIVATE CLIENT WEALTH LLC$1.7T1,102
American Portfolios Advisors$1.5T2,840
Rakuten Investment Management, Inc.$1.5T15
WestEnd Advisors, LLC$1.5T56
STATE STREET CORP$1.4T3,809
BREWIN DOLPHIN LTD$1.3T1,069
Snowden Capital Advisors LLC$1.2T545
COOPER INVESTORS PTY LTD$960.8B39
Dixon Mitchell Investment Counsel Inc.$909.9B55
FMR LLC$909.5B3,528
Focus Financial Network, Inc.$899.9B387
TOWER BRIDGE ADVISORS$891.8B186
Munro Partners$887.1B24
PRICE T ROWE ASSOCIATES INC /MD/$794.9B2,489
Credential Qtrade Securities Inc.$767.3B286
Rehmann Capital Advisory Group$732.9B417
Eversept Partners, LP$729.3B67
Heritage Wealth Advisors$714.8B436
Versant Venture Management, LLC$696.1B12
Mason Investment Advisory Services, Inc.$673.5B78
BANK OF AMERICA CORP /DE/$657.4B6,174
Greenvale Capital LLP$649.3B14
HAHN CAPITAL MANAGEMENT LLC$620.2B31
Caldwell Trust Co$597.0B759
KAHN BROTHERS GROUP INC /DE/$591.8B47
ADELL HARRIMAN & CARPENTER INC$584.3B128
FISHMAN JAY A LTD/MI$573.0B85
Summit Financial, LLC$564.8B35
BAROMETER CAPITAL MANAGEMENT INC.$535.0B126
Estabrook Capital Management$526.2B337
JPMORGAN CHASE & CO$518.2B5,343
Heck Capital Advisors, LLC$473.6B105
Brewin Dolphin Wealth Management Ltd$467.8B288
GEODE CAPITAL MANAGEMENT, LLC$467.4B4,100
MORGAN STANLEY$451.8B6,579
WELLINGTON MANAGEMENT GROUP LLP$449.1B1,834
Anchor Investment Management, LLC$447.0B881

Most new positions opened

Ticker Filers openingTotal holders Reported value
RTX1,7341,844$215.6B
OTIS1,0981,123$53.8B
CARR9791,004$39.5B
AON628748$114.8B
AMLP384411$4.1B
TSLA3651,411$292.2B
TMUSR358358$157.0M
PYPL3462,075$553.9B
DKNG314313$6.9B
HWM304393$11.3B
ZM298728$57.6B
CHX274277$3.4B
LOW2731,824$278.0B
TMUS264882$153.4B
META2612,786$1.4T
NVDA2571,932$719.2B
CRWD256562$32.4B
MRNA253498$24.3B
ABBV2442,417$366.5B
SHOP244896$203.7B
ADBE2421,947$527.3B
QQQ2411,701$365.0B
BA2361,825$187.6B
DOCU236737$61.8B
QCOM2331,756$247.2B

Largest reported positions

TickerValue HoldersChange
MSFT$3.7T3,574+39
AAPL$3.5T3,433+70
AMZN$2.8T3,292+121
VTI$1.5T1,548+50
GOOGL$1.4T2,879+55
META$1.4T2,786+148
EEM$1.4T1,131-35
SPY$1.3T2,559+10
IVV$1.2T1,897+67
V$1.2T2,728+87
JPM$941.7B2,857+64
GOOG$921.0B2,631+51
JNJ$880.5B2,994+53
MA$862.2B2,237+96
BRKB$775.4B2,593-17
UNH$739.7B2,220+91
BABA$722.7B1,776+9
NVDA$719.2B1,932+184
DIS$689.0B2,695+6
PG$664.2B2,706+25
PFE$648.0B2,451+9
CSCO$644.6B2,523+83
INTC$640.5B2,602+63
VZ$606.8B2,636+52
HD$588.5B2,645+122