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DaveManuel.com · Institutional Ownership · By Quarter

Q4 2020

What institutions reported holding as of 2020-12-31. Filings are due 45 days after quarter end, so this is a snapshot of that date, not of today.

Largest filers

FilerValue Positions
Swiss Life Asset Management Ltd$6.8T495
Metropolitan Life Insurance Co/NY$6.7T2,534
Employees Provident Fund Board$5.9T68
Liontrust Investment Partners LLP$5.0T224
BARTLETT & CO. WEALTH MANAGEMENT LLC$4.7T1,205
SHAPIRO CAPITAL MANAGEMENT LLC$4.6T80
VANGUARD GROUP INC$3.4T4,205
BlackRock Inc.$3.1T4,969
Northwest & Ethical Investments L.P.$2.6T406
Rakuten Investment Management, Inc.$2.5T16
E. Ohman J:or Asset Management AB$2.5T427
Munro Partners$2.3T28
WestEnd Advisors, LLC$2.0T55
TD PRIVATE CLIENT WEALTH LLC$2.0T1,142
American Portfolios Advisors$2.0T2,974
Leonteq Securities AG$1.9T888
BREWIN DOLPHIN LTD$1.7T1,155
Freestone Capital Holdings, LLC$1.7T1,279
STATE STREET CORP$1.6T3,886
Snowden Capital Advisors LLC$1.5T666
Silicon Valley Community Foundation$1.4T18
COOPER INVESTORS PTY LTD$1.3T41
TOWER BRIDGE ADVISORS$1.2T228
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.2T5,100
Dixon Mitchell Investment Counsel Inc.$1.2T58
Focus Financial Network, Inc.$1.1T426
FMR LLC$1.1T3,777
Greenvale Capital LLP$1.0T16
PRICE T ROWE ASSOCIATES INC /MD/$974.2B2,662
SPX Equities Gestao de Recursos Ltda$970.3B110
Credential Qtrade Securities Inc.$967.8B326
COMMON FUND FOR NONPROFIT ORGANIZATIONS$910.5B8
Rehmann Capital Advisory Group$885.8B481
Eversept Partners, LP$851.9B60
Mason Investment Advisory Services, Inc.$833.2B81
BANK OF AMERICA CORP /DE/$776.2B6,270
ADELL HARRIMAN & CARPENTER INC$759.3B151
FISHMAN JAY A LTD/MI$726.9B92
Summit Financial, LLC$711.4B52
NORTH AMERICAN MANAGEMENT CORP$707.2B106
JPMORGAN CHASE & CO$680.6B5,605
Caldwell Trust Co$661.0B715
BIT Capital GmbH$655.7B46
FORA Capital, LLC$655.4B890
MORGAN STANLEY$647.5B7,025
Financial Synergies Wealth Advisors, Inc.$642.7B56
Estabrook Capital Management$603.4B335
GEODE CAPITAL MANAGEMENT, LLC$595.8B4,269
BREWIN DOLPHIN WEALTH MANAGEMENT LTD$594.2B279
PKO Investment Management Joint-Stock Co$586.7B87

Most new positions opened

Ticker Filers openingTotal holders Reported value
VTRS1,1201,198$54.5B
VNT468494$32.3B
SGEN436508$34.6B
ABNB371402$16.1B
TSLA3572,185$1.1T
UL3341,047$50.7B
VER315343$9.5B
IWM2871,865$394.5B
PLTR286434$30.9B
PRG280287$5.1B
CNXC277287$4.5B
AIRC264273$7.9B
TMX252273$7.0B
CCMP248298$6.5B
MS2381,378$283.6B
BA2372,044$288.3B
XLE2371,001$151.6B
XYZ2361,252$895.8B
DIS2313,116$960.1B
UBER2291,040$155.9B
DKNG220602$18.6B
MU2191,195$339.4B
AIV217230$935.5M
BAC2142,376$726.7B
PYPL2132,451$977.4B

Largest reported positions

TickerValue HoldersChange
AAPL$4.7T3,852+384
MSFT$3.9T3,981+373
AMZN$3.3T3,726+381
VTI$2.4T1,779+218
SPY$2.3T2,867+289
GOOGL$2.0T3,197+305
V$1.5T3,032+247
META$1.4T3,139+277
JPM$1.2T3,140+306
EEM$1.2T1,341+171
GOOG$1.1T2,931+277
TSLA$1.1T2,185+448
NVDA$1.0T2,316+244
IVV$1.0T2,171+230
BRKB$977.9B2,922+267
PYPL$977.4B2,451+289
DIS$960.1B3,116+400
MA$930.7B2,453+189
JNJ$920.5B3,269+286
XYZ$895.8B1,252+247
QQQ$832.7B1,998+225
VT$774.0B555+53
TMO$768.1B2,029+177
PG$757.5B2,964+225
UNH$740.5B2,475+231