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DaveManuel.com · Institutional Ownership · By Quarter

Q1 2022

What institutions reported holding as of 2022-03-31. Filings are due 45 days after quarter end, so this is a snapshot of that date, not of today.

Largest filers

FilerValue Positions
Liontrust Investment Partners LLP$7.7T200
Swiss Life Asset Management Ltd$7.1T567
Rakuten Investment Management, Inc.$6.3T17
Employees Provident Fund Board$5.8T105
BARTLETT & CO. WEALTH MANAGEMENT LLC$5.7T1,069
NICHOLAS COMPANY, INC.$5.6T230
Erste Asset Management GmbH$5.2T552
VANGUARD GROUP INC$4.2T4,626
WestEnd Advisors, LLC$3.7T331
BlackRock Inc.$3.7T5,726
Provida Pension Fund Administrator$3.2T71
WARBURG PINCUS LLC$3.2T11
Northwest & Ethical Investments L.P.$3.1T405
E. Ohman J:or Asset Management AB$3.0T425
American Portfolios Advisors$2.9T3,581
Metropolitan Life Insurance Co/NY$2.8T2,242
Leonteq Securities AG$2.8T1,175
Munro Partners$2.8T28
TD PRIVATE CLIENT WEALTH LLC$2.3T1,265
STATE STREET CORP$2.0T4,914
Silicon Valley Community Foundation$2.0T30
COOPERMAN LEON G$1.9T53
MSD Partners, L.P.$1.8T93
ARGA Investment Management, LP$1.8T71
Dixon Mitchell Investment Counsel Inc.$1.7T57
Credential Qtrade Securities Inc.$1.6T353
SPX Equities Gestao de Recursos Ltda$1.6T79
TOWER BRIDGE ADVISORS$1.5T258
Focus Financial Network, Inc.$1.4T506
StoneX Group Inc.$1.4T621
COOPER INVESTORS PTY LTD$1.4T42
Eversept Partners, LP$1.3T80
Summit Financial, LLC$1.3T247
FMR LLC$1.3T4,900
Koshinski Asset Management, Inc.$1.2T2,136
FIRST AMERICAN BANK$1.2T166
Mason Investment Advisory Services, Inc.$1.2T95
Ashton Thomas Private Wealth, LLC$1.1T467
BIT Capital GmbH$1.1T150
Heard Capital LLC$1.1T40
Rehmann Capital Advisory Group$1.1T538
ADELL HARRIMAN & CARPENTER INC$1.0T173
BANK OF AMERICA CORP /DE/$1.0T7,376
PRICE T ROWE ASSOCIATES INC /MD/$991.7B2,968
WIPFLI FINANCIAL ADVISORS LLC,$990.5B96
Kinneret Advisory, LLC$911.1B265
FISHMAN JAY A LTD/MI$907.8B93
COMMON FUND FOR NONPROFIT ORGANIZATIONS$874.9B10
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.$856.3B17
Raine Capital LLC$839.9B15

Most new positions opened

Ticker Filers openingTotal holders Reported value
SHEL969984$37.3B
CEG632634$22.9B
APO558609$171.8B
AMD3521,844$582.1B
DINO351350$8.6B
FRT348391$10.4B
SLG291318$8.1B
XLE2811,571$286.7B
XOM2763,203$544.7B
OXY266986$69.5B
COP2651,973$233.4B
ZIMV262263$1.3B
CVX2573,068$630.9B
DVN2481,101$231.6B
BRBR242243$3.0B
LMT2412,181$201.7B
MOS235821$37.3B
RTX2242,298$406.5B
PECO222299$11.2B
DE2202,015$420.0B
ATVI2141,190$234.6B
FCX2141,272$407.5B
HAL213864$56.8B
SPGI2121,643$571.6B
GLD2091,918$174.9B

Largest reported positions

TickerValue HoldersChange
VTI$7.1T2,223-11
AAPL$5.9T4,408+0
MSFT$5.6T4,546-8
SPY$3.5T3,295-27
GOOGL$3.5T3,835+23
AMZN$3.3T4,161-32
SHC$2.3T141-3
NVDA$2.0T3,108+15
GOOG$1.8T3,464-5
V$1.8T3,304+8
IVV$1.7T2,585-26
VT$1.6T725-8
UNH$1.3T2,959+50
JPM$1.3T3,508-82
TSLA$1.3T2,834+53
META$1.2T3,281-223
VTV$1.2T1,646+64
TMO$1.2T2,314-28
HAYW$1.2T153+7
MA$1.1T2,622-21
BRKB$1.1T3,421+36
JNJ$1.0T3,682+36
VOO$1.0T2,125+12
QQQ$993.0B2,422-33
ADBE$905.5B2,392-80