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DaveManuel.com · Institutional Ownership · By Quarter

Q3 2025

What institutions reported holding as of 2025-09-30. 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$6.7T4,344
BlackRock, Inc.$5.7T5,402
JPMORGAN CHASE & CO$3.3T7,376
STATE STREET CORP$2.9T4,282
FMR LLC$1.9T5,359
MORGAN STANLEY$1.7T8,157
GEODE CAPITAL MANAGEMENT, LLC$1.6T4,472
BANK OF AMERICA CORP /DE/$1.5T7,267
PRICE T ROWE ASSOCIATES INC /MD/$934.7B3,043
SUSQUEHANNA INTERNATIONAL GROUP, LLP$874.9B6,309
GOLDMAN SACHS GROUP INC$817.4B5,261
NORTHERN TRUST CORP$781.7B4,422
Capital World Investors$732.0B568
CITADEL ADVISORS LLC$657.1B6,523
JANE STREET GROUP, LLC$657.1B6,333
UBS Group AG$638.4B8,860
Invesco Ltd.$634.7B3,774
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$626.4B3,455
Capital International Investors$619.4B448
ROYAL BANK OF CANADA$610.2B6,621
WELLINGTON MANAGEMENT GROUP LLP$571.3B1,925
Bank of New York Mellon Corp$557.4B4,145
Capital Research Global Investors$533.0B433
WELLS FARGO & COMPANY/MN$526.0B6,636
DIMENSIONAL FUND ADVISORS LP$466.0B3,271
BARCLAYS PLC$461.2B4,559
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC$460.5B2,271
Legal & General Group Plc$445.8B3,406
AMERIPRISE FINANCIAL INC$435.4B4,004
FRANKLIN RESOURCES INC$401.0B3,107
Nuveen, LLC$378.9B3,254
ENVESTNET ASSET MANAGEMENT INC$347.5B4,505
LPL Financial LLC$343.1B5,580
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$322.8B856
ALLIANCEBERNSTEIN L.P.$317.6B3,241
Amundi$311.1B1,589
RAYMOND JAMES FINANCIAL INC$311.1B4,869
DEUTSCHE BANK AG\$298.4B3,571
Fisher Asset Management, LLC$276.3B1,014
IMC-Chicago, LLC$275.0B3,699
Berkshire Hathaway Inc$267.3B41
BANK OF MONTREAL /CAN/$260.7B3,108
Optiver Holding B.V.$250.6B2,678
MILLENNIUM MANAGEMENT LLC$234.3B4,242
CITIGROUP INC$224.3B5,208
JANUS HENDERSON GROUP PLC$219.0B2,396
CTC LLC$199.6B64
PRINCIPAL FINANCIAL GROUP INC$198.3B2,246
AMERICAN CENTURY COMPANIES INC$196.5B2,779
SIMPLEX TRADING, LLC$194.9B8,922

Most new positions opened

Ticker Filers openingTotal holders Reported value
SKYD537535$8.1B
SSB452463$8.2B
VNOM414412$6.4B
APP3981,485$207.5B
TSLA3944,040$979.5B
PLTR3892,877$285.8B
BMNR376383$7.9B
MU3702,127$174.4B
ORCL3693,862$397.0B
HOOD3651,340$114.3B
INTC3572,249$115.5B
LCID352350$8.3B
LRCX3432,135$146.8B
ANET3281,910$135.6B
AMD3252,706$222.1B
CRWV322690$50.4B
AVGO3204,310$1.3T
ETHA318519$10.0B
GLW3131,760$55.6B
UNH3093,197$306.4B
GOOG3024,675$823.2B
IBIT3021,660$52.2B
GEV2962,572$140.0B
GOOGL2955,160$1.2T
TSM2882,825$277.7B

Largest reported positions

TickerValue HoldersChange
NVDA$3.4T5,428+82
MSFT$3.0T5,881+18
AAPL$2.5T5,651+9
AMZN$1.6T5,601+20
SPY$1.4T4,433+28
META$1.4T4,936+62
AVGO$1.3T4,310+196
GOOGL$1.2T5,160+161
TSLA$979.5B4,040+248
GOOG$823.2B4,675+197
JPM$644.5B4,797+14
LLY$619.7B3,926+0
QQQ$601.4B3,673+109
IVV$545.3B3,690+55
V$522.8B4,342-33
MA$472.0B3,532-24
BRKB$465.8B4,596+4
NFLX$464.8B3,510-5
ORCL$397.0B3,862+208
JNJ$341.6B4,221+112
XOM$325.5B4,255+9
ABBV$315.7B3,938+135
VOO$311.9B3,485+77
WMT$309.9B4,052+49
UNH$306.4B3,197-11