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DaveManuel.com · Institutional Ownership · By Quarter

Q1 2026

What institutions reported holding as of 2026-03-31. Filings are due 45 days after quarter end, so this is a snapshot of that date, not of today.

Largest filers

FilerValue Positions
BlackRock, Inc.$5.7T5,606
VANGUARD CAPITAL MANAGEMENT LLC$4.0T4,062
STATE STREET CORP$2.9T4,269
VANGUARD PORTFOLIO MANAGEMENT LLC$1.9T3,094
FMR LLC$1.9T5,411
MORGAN STANLEY$1.7T8,287
GEODE CAPITAL MANAGEMENT, LLC$1.6T4,513
JPMORGAN CHASE & CO$1.6T7,498
BANK OF AMERICA CORP /DE/$1.4T5,689
Invesco Ltd.$1.0T3,732
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B6,848
GOLDMAN SACHS GROUP INC$870.9B5,539
PRICE T ROWE ASSOCIATES INC /MD/$864.9B3,133
JANE STREET GROUP, LLC$777.2B6,792
NORTHERN TRUST CORP$756.6B4,396
Capital World Investors$732.9B620
UBS Group AG$666.3B9,105
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B3,455
Capital Research Global Investors$644.6B459
CITADEL ADVISORS LLC$618.5B6,733
ROYAL BANK OF CANADA$570.1B7,000
Bank of New York Mellon Corp$543.9B4,175
WELLINGTON MANAGEMENT GROUP LLP$535.5B1,853
WELLS FARGO & COMPANY/MN$530.3B6,742
DIMENSIONAL FUND ADVISORS LP$481.4B3,215
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B3,807
Legal & General Group Plc$432.4B3,362
AMERIPRISE FINANCIAL INC$431.8B4,014
Capital International Investors$426.5B438
BARCLAYS PLC$416.3B4,325
FRANKLIN RESOURCES INC$408.3B3,147
VANGUARD FIDUCIARY TRUST CO$396.1B4,063
LPL Financial LLC$376.6B5,773
ENVESTNET ASSET MANAGEMENT INC$373.6B4,703
Nuveen, LLC$369.3B3,224
Amundi$367.1B2,033
RAYMOND JAMES FINANCIAL INC$324.4B5,172
ALLIANCEBERNSTEIN L.P.$308.8B3,228
DEUTSCHE BANK AG\$302.7B3,588
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B946
Fisher Asset Management, LLC$294.9B1,015
Optiver Holding B.V.$289.5B2,301
IMC-Chicago, LLC$278.4B5,950
BANK OF MONTREAL /CAN/$268.5B3,220
Berkshire Hathaway Inc$263.1B29
MILLENNIUM MANAGEMENT LLC$240.3B4,153
CITIGROUP INC$234.5B5,119
AQR CAPITAL MANAGEMENT LLC$218.4B3,739
CTC LLC$217.2B44
JANUS HENDERSON GROUP PLC$209.4B2,407

Most new positions opened

Ticker Filers openingTotal holders Reported value
AZN1,2801,392$150.7B
VSNT787817$4.4B
AMCR621689$13.9B
PNFP600669$10.9B
SNDK5011,196$94.0B
MU4733,046$365.5B
GLW4632,279$86.4B
GEV4563,165$190.9B
WAT4511,183$29.2B
CVX4244,337$309.3B
AMAT4192,979$229.2B
LITE4171,099$68.0B
SUNB401411$19.6B
XLE3832,149$49.9B
PIPR376397$4.7B
LRCX3672,668$230.5B
XOM3574,841$485.2B
COP3552,601$141.8B
VRT3491,858$87.9B
VLO3471,891$63.7B
WDC3441,434$100.4B
MPC3311,914$55.4B
PSX3262,146$58.1B
NFLX3253,671$369.3B
CAT3233,795$246.1B

Largest reported positions

TickerValue HoldersChange
NVDA$3.1T5,922+5
AAPL$2.5T6,169-9
MSFT$2.1T6,257-94
AMZN$1.5T6,061-63
GOOGL$1.4T5,690-63
SPY$1.2T4,763-19
AVGO$1.2T4,732-23
META$1.1T5,131-61
GOOG$957.5B5,172-25
TSLA$780.1B4,265-152
LLY$736.4B4,405-73
JPM$591.8B5,125-55
IVV$557.5B4,020-12
QQQ$524.5B3,964-7
XOM$485.2B4,841+231
BRKB$454.3B4,903-16
V$453.7B4,504-132
JNJ$441.9B4,689+118
MA$390.2B3,655-105
WMT$374.0B4,500+61
NFLX$369.3B3,671+95
MU$365.5B3,046+323
COST$326.6B4,290+141
VOO$323.0B3,882+14
TSM$312.2B3,305+157