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DaveManuel.com · Institutional Ownership · By Quarter

Q2 2025

What institutions reported holding as of 2025-06-30. 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$6.2T4,274
BlackRock, Inc.$5.3T5,388
STATE STREET CORP$2.7T4,260
FMR LLC$1.8T5,314
MORGAN STANLEY$1.5T8,088
JPMORGAN CHASE & CO$1.5T7,043
GEODE CAPITAL MANAGEMENT, LLC$1.4T4,443
BANK OF AMERICA CORP /DE/$1.4T7,323
Royal Bank of Canada$1.1T6,590
PRICE T ROWE ASSOCIATES INC /MD/$882.8B3,056
NORGES BANK$801.1B1,707
GOLDMAN SACHS GROUP INC$736.1B5,112
NORTHERN TRUST CORP$727.2B4,399
SUSQUEHANNA INTERNATIONAL GROUP, LLP$719.8B6,608
Capital World Investors$687.9B580
Invesco Ltd.$588.0B3,756
Capital International Investors$580.6B443
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$578.2B3,494
UBS Group AG$577.6B8,871
CITADEL ADVISORS LLC$576.0B6,426
WELLINGTON MANAGEMENT GROUP LLP$551.0B1,909
Bank of New York Mellon Corp$529.3B4,115
JANE STREET GROUP, LLC$505.6B5,899
Capital Research Global Investors$499.5B431
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC$494.0B2,621
WELLS FARGO & COMPANY/MN$483.4B6,649
BARCLAYS PLC$436.4B4,446
DIMENSIONAL FUND ADVISORS LP$431.9B3,272
AMERIPRISE FINANCIAL INC$405.7B3,924
Legal & General Group Plc$402.9B3,416
FRANKLIN RESOURCES INC$377.2B3,012
Nuveen, LLC$361.8B3,273
ENVESTNET ASSET MANAGEMENT INC$342.7B4,426
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$315.1B884
ALLIANCEBERNSTEIN L.P.$306.6B3,233
LPL Financial LLC$299.8B5,389
RAYMOND JAMES FINANCIAL INC$290.5B6,910
Amundi$289.7B1,661
DEUTSCHE BANK AG\$271.6B3,588
Berkshire Hathaway Inc$257.5B41
Fisher Asset Management, LLC$251.9B986
IMC-Chicago, LLC$225.2B3,427
BANK OF MONTREAL /CAN/$213.2B3,176
Optiver Holding B.V.$210.2B1,444
MILLENNIUM MANAGEMENT LLC$207.1B4,186
JANUS HENDERSON GROUP PLC$204.0B2,400
CITIGROUP INC$203.6B4,893
WHITEBOX ADVISORS LLC$193.7B377
PRINCIPAL FINANCIAL GROUP INC$189.2B2,224
AMERICAN CENTURY COMPANIES INC$184.1B2,847

Most new positions opened

Ticker Filers openingTotal holders Reported value
B720719$22.9B
COF6191,978$121.9B
GEV5612,411$119.9B
RKLB516525$12.2B
RAL510515$5.2B
ORCL5023,654$290.4B
PLTR4952,645$200.6B
AVGO4404,114$1.1T
NFLX4143,515$526.5B
CRWV385452$40.3B
AMD3842,566$193.1B
COIN3701,292$84.4B
UBER3562,405$173.8B
TSM3462,668$223.1B
HOOD3371,092$66.4B
IBIT3281,466$35.1B
GE3222,836$226.4B
BA3202,357$136.0B
TSLA3183,792$705.3B
CRWD3172,066$109.3B
CEG3121,748$88.4B
APH3071,659$117.0B
NVDA3025,346$2.8T
META2984,874$1.4T
AMAT2962,345$121.1B

Largest reported positions

TickerValue HoldersChange
NVDA$2.8T5,346+166
MSFT$2.8T5,863+72
AAPL$2.0T5,642-3
AMZN$1.6T5,581+82
META$1.4T4,874+148
SPY$1.3T4,405+72
AVGO$1.1T4,114+277
GOOGL$856.2B4,999+75
TSLA$705.3B3,792+164
LLY$638.5B3,926-16
JPM$611.0B4,783+79
GOOG$587.1B4,478+67
V$550.5B4,375+62
NFLX$526.5B3,515+294
QQQ$481.2B3,564+110
IVV$476.9B3,635+53
MA$459.0B3,556+50
BRKB$446.9B4,592+9
COST$322.5B4,025+51
XOM$314.0B4,246-56
IWM$291.9B2,492+31
ORCL$290.4B3,654+374
WMT$287.8B4,003+96
JNJ$275.9B4,109-80
VOO$274.2B3,408+56