DaveManuel.com · Institutional Ownership · By Quarter

Q3 2020

What institutions reported holding as of 2020-09-30. Filings are due 45 days after quarter end, so this is a snapshot of that date, not of today.

Largest filers

Filer	Value	Positions
Westpac Banking Corp	$7.4T	844
Federation des caisses Desjardins du Quebec	$7.1T	2,159
Swiss Life Asset Management Ltd	$6.7T	471
Metropolitan Life Insurance Co/NY	$5.9T	2,555
Employees Provident Fund Board	$4.8T	63
BARTLETT & CO. WEALTH MANAGEMENT LLC	$4.3T	840
UBS OCONNOR LLC	$3.9T	264
SHAPIRO CAPITAL MANAGEMENT LLC	$3.6T	79
VANGUARD GROUP INC	$3.0T	4,108
Erste Asset Management GmbH	$2.9T	441
BlackRock Inc.	$2.7T	4,936
Northwest & Ethical Investments L.P.	$2.3T	395
E. Ohman J:or Asset Management AB	$2.0T	429
Rakuten Investment Management, Inc.	$1.9T	15
TD PRIVATE CLIENT WEALTH LLC	$1.8T	1,111
American Portfolios Advisors	$1.7T	2,940
WestEnd Advisors, LLC	$1.7T	55
Freestone Capital Holdings, LLC	$1.5T	1,206
Munro Partners	$1.5T	24
BREWIN DOLPHIN LTD	$1.5T	1,102
STATE STREET CORP	$1.5T	3,832
Snowden Capital Advisors LLC	$1.2T	571
KESTRA PRIVATE WEALTH SERVICES, LLC	$1.2T	684
COOPER INVESTORS PTY LTD	$1.1T	40
Focus Financial Network, Inc.	$1.1T	437
Dixon Mitchell Investment Counsel Inc.	$1.0T	57
FMR LLC	$989.3B	3,632
TOWER BRIDGE ADVISORS	$978.8B	193
SPX Equities Gestao de Recursos Ltda	$912.9B	118
Credential Qtrade Securities Inc.	$870.7B	291
PRICE T ROWE ASSOCIATES INC /MD/	$864.0B	2,582
Rehmann Capital Advisory Group	$788.5B	423
Heritage Wealth Advisors	$774.7B	467
BANK OF AMERICA CORP /DE/	$734.4B	6,172
Mason Investment Advisory Services, Inc.	$697.3B	75
ADELL HARRIMAN & CARPENTER INC	$670.0B	143
Greenvale Capital LLP	$646.1B	15
FISHMAN JAY A LTD/MI	$632.0B	87
Caldwell Trust Co	$608.3B	721
Summit Financial, LLC	$604.7B	34
JPMORGAN CHASE & CO	$595.1B	5,451
Estabrook Capital Management	$544.8B	326
BREWIN DOLPHIN WEALTH MANAGEMENT LTD	$541.2B	292
KAHN BROTHERS GROUP INC /DE/	$527.5B	42
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$522.2B	4,866
MORGAN STANLEY	$517.0B	6,716
PKO Investment Management Joint-Stock Co	$515.7B	78
GEODE CAPITAL MANAGEMENT, LLC	$510.4B	4,154
TRAPHAGEN INVESTMENT ADVISORS LLC	$493.6B	127
Anchor Investment Management, LLC	$492.6B	898

Most new positions opened

Ticker	Filers opening	Total holders	Reported value
MTCH	574	592	$91.9B
IAC	455	475	$17.6B
TSLA	434	1,737	$569.8B
CZR	351	355	$16.1B
SNOW	339	338	$20.2B
FDX	295	1,424	$417.7B
BEPC	266	267	$14.7B
NVDA	240	2,072	$1.0T
ZM	231	898	$102.5B
CRM	227	1,841	$638.4B
OXYWS	226	228	$242.6M
UPS	220	1,799	$245.9B
AMD	217	1,104	$219.6B
QCOM	210	1,890	$385.3B
AVNT	210	224	$4.3B
PTON	209	538	$30.1B
WSC	208	225	$3.6B
RKT	208	210	$2.6B
BABA	207	1,877	$917.1B
QQQ	193	1,773	$471.5B
CRWD	192	682	$34.2B
XYZ	191	1,005	$179.6B
RTX	188	1,847	$196.8B
CAT	188	1,664	$173.4B
DOCU	184	849	$71.3B

Largest reported positions

Ticker	Value	Holders	Change
AAPL	$4.3T	3,468	+35
MSFT	$3.9T	3,608	+34
AMZN	$3.2T	3,345	+53
VTI	$1.9T	1,561	+13
META	$1.6T	2,862	+76
GOOGL	$1.5T	2,892	+13
SPY	$1.5T	2,578	+19
EEM	$1.5T	1,170	+39
IVV	$1.3T	1,941	+44
V	$1.3T	2,785	+57
NVDA	$1.0T	2,072	+140
JPM	$1.0T	2,834	-23
GOOG	$988.3B	2,654	+23
MA	$977.3B	2,264	+27
BRKB	$972.2B	2,655	+62
BABA	$917.1B	1,877	+101
JNJ	$915.4B	2,983	-11
PG	$838.8B	2,739	+33
UNH	$792.4B	2,244	+24
DIS	$737.9B	2,716	+21
MRK	$706.4B	2,555	+68
TMO	$681.8B	1,852	+103
PFE	$681.2B	2,518	+67
VZ	$673.0B	2,634	-2
HD	$668.7B	2,685	+40