Skip to content
DaveManuel.com · Institutional Ownership · By Quarter

Q1 2025

What institutions reported holding as of 2025-03-31. 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$5.5T4,280
BlackRock, Inc.$4.8T5,382
STATE STREET CORP$2.4T4,281
FMR LLC$1.6T5,276
MORGAN STANLEY$1.4T8,086
JPMORGAN CHASE & CO$1.4T7,295
GEODE CAPITAL MANAGEMENT, LLC$1.3T4,475
BANK OF AMERICA CORP /DE/$1.2T7,241
PRICE T ROWE ASSOCIATES INC /MD/$811.6B3,037
NORGES BANK$712.5B1,743
NORTHERN TRUST CORP$673.6B4,417
GOLDMAN SACHS GROUP INC$617.8B5,058
Capital World Investors$617.2B552
SUSQUEHANNA INTERNATIONAL GROUP, LLP$585.9B6,561
UBS Group AG$544.0B8,846
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$533.1B3,473
Invesco Ltd.$527.9B3,754
CITADEL ADVISORS LLC$527.3B6,401
WELLINGTON MANAGEMENT GROUP LLP$519.9B1,921
Capital International Investors$508.5B441
Bank of New York Mellon Corp$504.9B4,090
ROYAL BANK OF CANADA$478.5B6,368
Capital Research Global Investors$459.9B456
WELLS FARGO & COMPANY/MN$440.3B6,545
DIMENSIONAL FUND ADVISORS LP$402.3B3,320
JANE STREET GROUP, LLC$397.0B5,870
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC$390.5B2,638
AMERIPRISE FINANCIAL INC$370.5B3,978
Legal & General Group Plc$367.2B3,375
BARCLAYS PLC$352.7B4,505
FRANKLIN RESOURCES INC$347.6B2,949
Nuveen, LLC$329.6B3,279
ENVESTNET ASSET MANAGEMENT INC$310.2B4,343
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$300.8B880
ALLIANCEBERNSTEIN L.P.$276.4B3,198
AMUNDI$274.7B2,183
RAYMOND JAMES FINANCIAL INC$265.7B4,739
Berkshire Hathaway Inc$259.8B39
LPL Financial LLC$257.1B5,209
DEUTSCHE BANK AG\$252.4B3,566
Fisher Asset Management, LLC$231.0B999
BANK OF MONTREAL /CAN/$205.8B3,147
CITIGROUP INC$195.7B4,758
PNC Financial Services Group, Inc.$191.0B4,884
MILLENNIUM MANAGEMENT LLC$187.9B4,152
JANUS HENDERSON GROUP PLC$182.4B2,478
Voya Investment Management LLC$179.8B2,636
PRINCIPAL FINANCIAL GROUP INC$178.2B2,171
IMC-Chicago, LLC$176.7B3,217
Dodge & Cox$175.5B214

Most new positions opened

Ticker Filers openingTotal holders Reported value
MRP435439$2.9B
SNDK419419$5.5B
UBER3752,177$134.1B
BRKA3681,391$87.4B
PLTR3502,229$119.6B
BLK3332,212$113.9B
PM3282,730$203.0B
BABA3221,438$73.1B
T3082,887$133.6B
CNR307318$3.9B
GE2982,636$172.8B
LRCX2931,811$79.3B
QGEN285302$6.0B
ANET2711,603$68.2B
CVS2621,779$77.7B
GLD2582,616$104.3B
IBM2573,294$152.6B
GILD2502,034$121.7B
OUT246270$3.0B
RTX2442,940$147.6B
ABT2443,194$184.7B
KO2423,394$229.8B
NFLX2393,221$361.2B
INTC2342,113$73.3B
HOOD233851$27.2B

Largest reported positions

TickerValue HoldersChange
AAPL$2.2T5,645-75
MSFT$2.1T5,791-98
NVDA$1.9T5,180-62
AMZN$1.3T5,499-77
SPY$1.1T4,333-66
META$1.1T4,726+59
GOOGL$744.2B4,924-124
LLY$708.8B3,942+21
AVGO$634.4B3,837-101
TSLA$558.5B3,628-333
V$547.6B4,313-4
GOOG$514.4B4,411-126
JPM$512.8B4,704-3
BRKB$486.6B4,583+53
IVV$458.0B3,582-40
QQQ$445.3B3,454-54
MA$445.1B3,506+45
UNH$436.1B3,634-66
NFLX$361.2B3,221+63
XOM$347.5B4,302+12
COST$305.6B3,974+12
JNJ$296.3B4,189+56
PG$278.8B4,047+15
ABBV$277.8B3,850+80
HD$266.8B4,017-67