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DaveManuel.com · Institutional Ownership · By Quarter

Q1 2024

What institutions reported holding as of 2024-03-31. 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$5.0T4,449
BlackRock Inc.$4.3T5,221
MORGAN STANLEY$3.7T7,817
JPMORGAN CHASE & CO$2.4T7,372
STATE STREET CORP$2.2T4,366
FMR LLC$1.5T5,335
BANK OF AMERICA CORP /DE/$1.1T6,776
GEODE CAPITAL MANAGEMENT, LLC$1.1T4,608
PRICE T ROWE ASSOCIATES INC /MD/$815.9B2,955
NORGES BANK$633.6B1,885
Capital World Investors$604.2B517
NORTHERN TRUST CORP$578.8B4,423
SUSQUEHANNA INTERNATIONAL GROUP, LLP$575.9B6,083
WELLINGTON MANAGEMENT GROUP LLP$564.4B1,876
GOLDMAN SACHS GROUP INC$564.2B4,735
Bank of New York Mellon Corp$520.7B4,140
CITADEL ADVISORS LLC$518.5B6,317
Capital International Investors$493.9B432
JANE STREET GROUP, LLC$478.4B9,260
Invesco Ltd.$465.6B3,845
Capital Research Global Investors$442.0B410
Royal Bank of Canada$435.9B6,485
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$433.2B3,471
WELLS FARGO & COMPANY/MN$415.1B7,085
UBS Group AG$401.5B8,053
DIMENSIONAL FUND ADVISORS LP$369.4B3,387
AMERIPRISE FINANCIAL INC$363.4B3,841
Legal & General Group Plc$347.3B3,360
Nuveen Asset Management, LLC$337.0B3,279
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$334.7B839
Berkshire Hathaway Inc$331.7B41
BANK OF MONTREAL /CAN/$329.8B3,503
FRANKLIN RESOURCES INC$315.8B2,849
BARCLAYS PLC$287.6B4,227
ALLIANCEBERNSTEIN L.P.$282.6B3,139
UBS ASSET MANAGEMENT AMERICAS LLC$281.3B2,519
ENVESTNET ASSET MANAGEMENT INC$267.9B4,170
MILLENNIUM MANAGEMENT LLC$234.1B4,465
AMUNDI$232.7B1,988
DEUTSCHE BANK AG\$215.5B3,568
Fisher Asset Management, LLC$214.1B963
CTC LLC$194.2B112
LPL Financial LLC$186.3B4,832
Optiver Holding B.V.$185.9B673
JANUS HENDERSON GROUP PLC$183.3B2,527
SIMPLEX TRADING, LLC$173.1B8,700
Dodge & Cox$172.4B199
PRINCIPAL FINANCIAL GROUP INC$170.1B2,427
1832 Asset Management L.P.$168.9B881
T. Rowe Price Investment Management, Inc.$163.4B620

Most new positions opened

Ticker Filers openingTotal holders Reported value
GBTC604648$4.8B
COO571597$20.0B
CPAY563569$22.1B
IBIT439443$3.5B
NVDA4104,376$1.8T
ALTM385384$2.6B
AMD3752,569$255.3B
SMCI368945$60.0B
META3344,038$968.1B
TSM3271,929$144.2B
GE3172,164$155.5B
DIS3123,200$179.8B
LLY3063,492$658.8B
NFLX3012,535$253.4B
NVO2981,756$47.8B
DYNF296332$8.4B
AMAT2922,244$145.5B
AVGO2793,076$524.7B
MU2791,688$124.7B
UBER2751,736$161.7B
QGEN271287$6.2B
CRWD2681,557$65.2B
CEG2561,185$50.9B
CRM2542,776$263.9B
ETN2532,014$119.4B

Largest reported positions

TickerValue HoldersChange
MSFT$2.5T5,259+15
NVDA$1.8T4,376+319
AAPL$1.8T5,055+30
AMZN$1.4T4,875+118
SPY$1.3T3,852+3
META$968.1B4,038+245
GOOGL$838.4B4,445+47
LLY$658.8B3,492+200
GOOG$563.6B3,977+34
AVGO$524.7B3,076+189
QQQ$481.8B3,002+64
V$465.6B3,870+70
JPM$461.7B4,144+118
UNH$438.8B3,392-45
BRKB$395.6B4,010+86
MA$380.5B3,141+75
TSLA$371.6B2,939-268
IVV$366.3B3,098+69
XOM$325.8B3,844+56
IWM$298.6B2,319-23
HD$296.3B3,691+71
JNJ$289.5B3,875-24
PG$279.5B3,674+71
MRK$276.9B3,554+107
CRM$263.9B2,776+155