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DaveManuel.com · Institutional Ownership · By Quarter

Q4 2021

What institutions reported holding as of 2021-12-31. 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$7.7T544
Metropolitan Life Insurance Co/NY$7.4T2,782
Employees Provident Fund Board$6.1T92
BARTLETT & CO. WEALTH MANAGEMENT LLC$5.9T404
Rakuten Investment Management, Inc.$5.8T19
Erste Asset Management GmbH$5.6T533
VANGUARD GROUP INC$4.4T4,635
BlackRock Inc.$3.9T5,703
WestEnd Advisors, LLC$3.7T387
Munro Partners$3.6T27
E. Ohman J:or Asset Management AB$3.5T432
Northwest & Ethical Investments L.P.$3.4T396
SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.3T6,297
American Portfolios Advisors$3.0T3,506
Leonteq Securities AG$2.8T1,171
TD PRIVATE CLIENT WEALTH LLC$2.4T1,159
STATE STREET CORP$2.1T4,793
TOWER BRIDGE ADVISORS$1.6T261
Dixon Mitchell Investment Counsel Inc.$1.6T54
COOPER INVESTORS PTY LTD$1.6T44
ARGA Investment Management, LP$1.6T70
Eversept Partners, LP$1.6T99
Silicon Valley Community Foundation$1.5T80
Credential Qtrade Securities Inc.$1.5T378
FMR LLC$1.4T4,259
Summit Financial, LLC$1.3T243
BIT Capital GmbH$1.3T140
Koshinski Asset Management, Inc.$1.2T2,144
Mason Investment Advisory Services, Inc.$1.2T100
PRICE T ROWE ASSOCIATES INC /MD/$1.1T2,970
ADELL HARRIMAN & CARPENTER INC$1.1T178
Rehmann Capital Advisory Group$1.1T562
BANK OF AMERICA CORP /DE/$1.0T7,274
Ashton Thomas Private Wealth, LLC$1.0T441
Kinneret Advisory, LLC$966.0B264
FISHMAN JAY A LTD/MI$936.1B96
PKO Investment Management Joint-Stock Co$886.6B105
WIPFLI FINANCIAL ADVISORS LLC,$871.9B46
Caldwell Trust Co$869.5B743
StoneX Group Inc.$868.0B577
JPMORGAN CHASE & CO$865.9B6,608
GEODE CAPITAL MANAGEMENT, LLC$830.3B4,976
MORGAN STANLEY$809.9B7,951
Anchor Investment Management, LLC$805.1B996
COMMON FUND FOR NONPROFIT ORGANIZATIONS$746.6B9
AZZAD ASSET MANAGEMENT INC /ADV$745.3B328
Financial Synergies Wealth Advisors, Inc.$730.1B67
KAHN BROTHERS GROUP INC /DE/$728.0B43
Estabrook Capital Management$705.0B444
Focus Financial Network, Inc.$683.1B351

Most new positions opened

Ticker Filers openingTotal holders Reported value
KD581634$3.4B
RIVN487525$63.9B
WOLF394445$28.5B
CP343915$115.4B
VMW311881$70.8B
TSLA2952,781$1.5T
ONL293316$1.1B
CADE282306$9.3B
SLVM279320$888.8M
PFE2713,268$895.5B
NVDA2693,093$2.1T
AMD2581,690$544.4B
QCOM2572,465$516.9B
COIN236892$159.0B
MNDT233261$8.8B
F2301,625$135.8B
ZWS227239$15.8B
AVGO2192,015$745.5B
QQQ2152,455$1.1T
LCID206436$49.9B
LOW2052,412$608.6B
COST2052,817$707.4B
CTRA203643$41.6B
MU2021,419$213.4B
MRVL200964$117.9B

Largest reported positions

TickerValue HoldersChange
AAPL$6.0T4,408+544
MSFT$5.8T4,554+517
VTI$5.3T2,234+331
SPY$5.1T3,322+412
AMZN$3.5T4,193+479
GOOGL$3.1T3,812+399
NVDA$2.1T3,093+486
META$2.0T3,504+250
GOOG$1.8T3,469+341
TSLA$1.5T2,781+495
IVV$1.5T2,611+349
VT$1.5T733+91
JPM$1.5T3,590+351
V$1.3T3,296+235
QQQ$1.1T2,455+353
MA$1.1T2,643+193
UNH$1.1T2,909+338
HD$987.6B3,351+405
TMO$980.5B2,342+207
JNJ$955.2B3,646+335
DHR$907.7B2,079+181
PFE$895.5B3,268+459
BAC$877.5B2,782+280
PG$858.6B3,300+365
BRKB$858.6B3,385+368