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DaveManuel.com · Institutional Ownership · By Quarter

Q1 2023

What institutions reported holding as of 2023-03-31. Filings are due 45 days after quarter end, so this is a snapshot of that date, not of today.

Largest filers

FilerValue Positions
VANGUARD GROUP INC$3.9T4,554
BlackRock Inc.$3.4T5,481
FMR LLC$2.2T5,250
STATE STREET CORP$1.8T4,786
BANK OF AMERICA CORP /DE/$973.7B6,911
MORGAN STANLEY$932.6B7,705
JPMORGAN CHASE & CO$820.9B6,656
GEODE CAPITAL MANAGEMENT, LLC$770.1B4,803
PRICE T ROWE ASSOCIATES INC /MD/$668.0B2,922
WELLINGTON MANAGEMENT GROUP LLP$504.6B1,982
NORTHERN TRUST CORP$504.4B4,576
Capital World Investors$483.8B512
SUSQUEHANNA INTERNATIONAL GROUP, LLP$470.2B6,293
Bank of New York Mellon Corp$457.2B4,381
NORGES BANK$456.9B2,087
CITADEL ADVISORS LLC$454.7B6,193
GOLDMAN SACHS GROUP INC$435.3B5,096
Capital International Investors$388.7B437
Invesco Ltd.$358.5B3,844
Royal Bank of Canada$353.9B6,616
Capital Research Global Investors$350.4B425
WELLS FARGO & COMPANY/MN$347.3B7,339
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$329.1B3,550
Berkshire Hathaway Inc$325.1B48
AMERIPRISE FINANCIAL INC$304.9B3,929
DIMENSIONAL FUND ADVISORS LP$296.9B3,461
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$292.2B837
Legal & General Group Plc$279.6B3,376
UBS Group AG$273.6B8,419
Nuveen Asset Management, LLC$269.0B3,113
BANK OF MONTREAL /CAN/$250.0B3,433
JANE STREET GROUP, LLC$244.2B9,089
ALLIANCEBERNSTEIN L.P.$233.4B3,173
BARCLAYS PLC$217.9B4,393
ENVESTNET ASSET MANAGEMENT INC$208.1B3,965
UBS ASSET MANAGEMENT AMERICAS INC$206.5B2,675
FRANKLIN RESOURCES INC$199.3B2,306
AMUNDI$185.5B2,048
DEUTSCHE BANK AG\$179.6B3,868
MANUFACTURERS LIFE INSURANCE COMPANY, THE$177.2B2,929
MILLENNIUM MANAGEMENT LLC$174.4B5,024
CTC LLC$168.5B335
Fisher Asset Management, LLC$164.7B1,135
JANUS HENDERSON GROUP PLC$151.7B2,684
Dodge & Cox$146.8B203
Swiss National Bank$145.9B2,643
CITIGROUP INC$142.6B4,818
PRINCIPAL FINANCIAL GROUP INC$139.9B2,463
T. Rowe Price Investment Management, Inc.$139.5B544
Optiver Holding B.V.$136.6B523

Most new positions opened

Ticker Filers openingTotal holders Reported value
LIN1,4431,515$150.7B
GEHC1,0381,075$32.0B
NVDA4833,275$544.8B
META4713,103$413.5B
TSLA4252,778$415.8B
CRM3192,197$171.3B
AMD2901,851$137.6B
QQQ2822,539$405.9B
SCHW2801,692$81.1B
AMX272276$3.7B
TSM2231,512$88.9B
DIS2223,094$129.6B
PANW2151,485$61.1B
GOOGL2113,926$569.3B
VTS211212$300.6M
GOOG2043,503$391.3B
ABNB2041,063$41.8B
ADI2041,554$91.1B
AMZN2024,195$726.6B
AMAT2021,777$87.8B
NFLX2001,950$153.9B
BABA1981,274$55.8B
FDX1971,624$48.6B
GE1911,637$87.1B
SPY1893,436$884.7B

Largest reported positions

TickerValue HoldersChange
AAPL$1.7T4,570-31
MSFT$1.6T4,744+44
SPY$884.7B3,436-25
AMZN$726.6B4,195+50
GOOGL$569.3B3,926+53
NVDA$544.8B3,275+353
TSLA$415.8B2,778+249
UNH$413.5B3,119-51
META$413.5B3,103+324
QQQ$405.9B2,539+131
GOOG$391.3B3,503+69
V$369.8B3,454+31
XOM$294.4B3,546-22
JPM$289.8B3,622-21
JNJ$287.6B3,739-67
LLY$285.7B2,628-55
MA$279.6B2,743+18
BRKB$270.4B3,552-13
PG$234.6B3,398-23
CVX$227.2B3,285-19
AVGO$226.8B2,216+60
HD$224.6B3,320-40
IVV$221.2B2,682-7
IWM$216.4B2,018-38
MRK$213.9B3,190-51