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DaveManuel.com · Institutional Ownership · By Quarter

Q4 2024

What institutions reported holding as of 2024-12-31. Filings are due 45 days after quarter end, so this is a snapshot of that date, not of today.

Largest filers

FilerValue Positions
VANGUARD GROUP INC$5.7T4,293
BlackRock, Inc.$4.9T5,333
Members Trust Co$2.9T117
STATE STREET CORP$2.5T4,297
FMR LLC$1.7T5,515
MORGAN STANLEY$1.4T7,965
JPMORGAN CHASE & CO$1.3T7,372
GEODE CAPITAL MANAGEMENT, LLC$1.3T4,470
BANK OF AMERICA CORP /DE/$1.2T7,234
PRICE T ROWE ASSOCIATES INC /MD/$867.5B3,004
NORGES BANK$762.1B1,845
NORTHERN TRUST CORP$706.2B4,441
SUSQUEHANNA INTERNATIONAL GROUP, LLP$662.7B6,383
Capital World Investors$658.7B543
GOLDMAN SACHS GROUP INC$634.4B5,004
Legacy Financial Group LLC$617.7B111
CITADEL ADVISORS LLC$577.9B6,277
WELLINGTON MANAGEMENT GROUP LLP$546.2B1,911
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$542.4B3,493
Bank of New York Mellon Corp$541.4B4,094
UBS Group AG$541.1B8,622
Invesco Ltd.$540.9B3,741
Capital International Investors$532.3B453
Royal Bank of Canada$500.5B6,351
Capital Research Global Investors$486.4B438
JANE STREET GROUP, LLC$460.4B5,897
WELLS FARGO & COMPANY/MN$443.4B6,539
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$428.8B2,654
DIMENSIONAL FUND ADVISORS LP$416.4B3,339
AMERIPRISE FINANCIAL INC$389.7B4,043
Legal & General Group Plc$377.9B3,390
FRANKLIN RESOURCES INC$360.1B2,910
BARCLAYS PLC$356.9B4,435
Nuveen Asset Management, LLC$354.1B3,324
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$316.9B874
ENVESTNET ASSET MANAGEMENT INC$311.5B4,296
ALLIANCEBERNSTEIN L.P.$294.7B3,221
AMUNDI$287.6B2,136
RAYMOND JAMES FINANCIAL INC$270.8B4,722
Berkshire Hathaway Inc$267.2B38
DEUTSCHE BANK AG\$255.4B3,561
Fisher Asset Management, LLC$251.3B975
LPL Financial LLC$246.0B5,150
MACKENZIE FINANCIAL CORP$220.0B1,697
BANK OF MONTREAL /CAN/$214.7B3,155
IMC-Chicago, LLC$214.7B3,246
MILLENNIUM MANAGEMENT LLC$204.6B4,283
JANUS HENDERSON GROUP PLC$196.7B2,523
Optiver Holding B.V.$193.6B1,034
PRINCIPAL FINANCIAL GROUP INC$183.4B2,208

Most new positions opened

Ticker Filers openingTotal holders Reported value
BLK1,6732,096$124.2B
ANET1,4191,600$96.3B
LRCX1,3841,707$79.4B
SMCI622722$17.5B
APTV557609$15.8B
PLTR5142,061$103.3B
TSLA4873,961$862.1B
IBIT4291,131$23.9B
MSTR3461,031$85.9B
BTC337381$600.2M
BEPC328356$2.9B
CRM3163,124$274.0B
ECG312329$2.5B
APP3031,013$75.7B
AVGO3023,938$879.6B
BIPC293317$2.9B
GEV2891,919$74.2B
MRVL2821,390$86.6B
WFC2772,579$189.5B
SOBO277286$3.6B
NFLX2703,158$353.0B
PRMB270283$5.0B
BA2662,212$119.5B
HOOD257743$24.8B
IWM2462,624$265.4B

Largest reported positions

TickerValue HoldersChange
AAPL$2.5T5,720+578
NVDA$2.4T5,242+581
MSFT$2.4T5,889+570
SPY$1.6T4,399+427
AMZN$1.6T5,576+632
META$1.1T4,667+444
GOOGL$919.3B5,048+512
AVGO$879.6B3,938+507
TSLA$862.1B3,961+717
GOOG$644.4B4,537+436
LLY$623.2B3,921+243
AGG$616.9B1,953+148
JPM$512.8B4,707+469
V$496.1B4,317+429
IVV$447.0B3,622+403
QQQ$432.2B3,508+378
VTV$431.8B2,374+225
MA$430.0B3,461+301
UNH$422.0B3,700+207
BRKB$418.5B4,530+411
NFLX$353.0B3,158+382
IEFA$318.3B2,012+148
XOM$316.9B4,290+325
COST$301.3B3,962+358
HD$287.6B4,084+309