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DaveManuel.com · Institutional Ownership · By Quarter

Q4 2025

What institutions reported holding as of 2025-12-31. 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$6.9T4,329
BlackRock, Inc.$5.9T5,485
STATE STREET CORP$3.0T4,288
FMR LLC$2.0T5,406
MORGAN STANLEY$1.7T8,196
GEODE CAPITAL MANAGEMENT, LLC$1.6T4,468
JPMORGAN CHASE & CO$1.6T7,406
BANK OF AMERICA CORP /DE/$1.4T7,273
Invesco Ltd.$1.1T3,739
NORGES BANK$934.8B1,577
PRICE T ROWE ASSOCIATES INC /MD/$927.5B3,089
SUSQUEHANNA INTERNATIONAL GROUP, LLP$868.0B6,420
GOLDMAN SACHS GROUP INC$815.4B5,368
NORTHERN TRUST CORP$784.4B4,449
Capital World Investors$735.3B574
CITADEL ADVISORS LLC$665.9B6,510
JANE STREET GROUP, LLC$662.1B6,563
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$643.6B3,456
Capital International Investors$638.0B454
UBS Group AG$616.7B9,083
ROYAL BANK OF CANADA$614.7B6,642
WELLINGTON MANAGEMENT GROUP LLP$570.7B1,878
Bank of New York Mellon Corp$567.7B4,159
WELLS FARGO & COMPANY/MN$549.1B6,674
Capital Research Global Investors$541.7B434
DIMENSIONAL FUND ADVISORS LP$476.7B3,240
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$473.0B3,285
Legal & General Group Plc$450.9B3,388
AMERIPRISE FINANCIAL INC$442.5B4,056
BARCLAYS PLC$416.7B4,323
FRANKLIN RESOURCES INC$407.6B3,088
Nuveen, LLC$381.9B3,250
HSBC HOLDINGS PLC$372.1B2,312
Amundi$368.0B1,835
LPL Financial LLC$366.2B5,658
ENVESTNET ASSET MANAGEMENT INC$337.1B4,439
RAYMOND JAMES FINANCIAL INC$321.4B5,060
ALLIANCEBERNSTEIN L.P.$316.7B3,235
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$310.1B916
DEUTSCHE BANK AG\$307.1B3,594
Fisher Asset Management, LLC$293.0B1,016
BANK OF MONTREAL /CAN/$288.7B3,181
IMC-Chicago, LLC$275.4B4,197
Berkshire Hathaway Inc$274.2B42
Optiver Holding B.V.$268.8B2,451
T. Rowe Price Investment Management, Inc.$252.8B898
MILLENNIUM MANAGEMENT LLC$237.8B4,327
CITIGROUP INC$226.6B5,166
JANUS HENDERSON GROUP PLC$223.3B2,405
BNP PARIBAS FINANCIAL MARKETS$220.7B4,900

Most new positions opened

Ticker Filers openingTotal holders Reported value
UL1,0751,168$14.2B
Q9711,018$12.8B
SOLS9401,014$6.4B
TTE780853$50.9B
MICC532561$3.7B
MU5282,723$301.8B
AKRE451480$4.4B
AMD4163,170$307.8B
LLY3694,478$881.5B
BPRE336351$1.0B
SLV3351,580$57.1B
RKT315803$17.2B
ISRG3052,435$179.2B
CWK298306$3.4B
MRK2973,693$214.3B
CAT2943,571$200.2B
LRCX2932,417$195.6B
LXP283299$2.8B
GOOGL2765,753$1.5T
GEV2762,843$146.9B
INTC2672,476$143.1B
AMAT2662,663$179.7B
SNDK261746$31.7B
LLYVK256268$5.3B
TSM2543,148$284.9B

Largest reported positions

TickerValue HoldersChange
NVDA$3.4T5,917+489
MSFT$2.8T6,351+470
AAPL$2.8T6,178+527
AMZN$1.7T6,124+523
GOOGL$1.5T5,753+593
AVGO$1.3T4,755+445
META$1.2T5,192+256
SPY$1.2T4,782+349
GOOG$1.1T5,197+522
TSLA$983.8B4,417+377
LLY$881.5B4,478+552
JPM$665.7B5,180+383
IVV$593.7B4,032+342
QQQ$554.5B3,971+298
V$540.6B4,636+294
BRKB$476.0B4,919+323
MA$460.2B3,760+228
JNJ$378.9B4,571+350
NFLX$361.3B3,576+66
VOO$345.9B3,868+383
XOM$345.3B4,610+355
WMT$337.3B4,439+387
BAC$315.5B3,640+255
ABBV$308.3B4,197+259
AMD$307.8B3,170+464