DaveManuel.com · Institutional Ownership · By Quarter

Q3 2026

What institutions reported holding as of 2026-09-30. Filings are due 45 days after quarter end, so this is a snapshot of that date, not of today.

Q3 2026 is still being filed. 3,239 managers have reported so far, about 36% of the previous quarter, so holder counts and totals on this page will rise as the rest arrive. Filings are due 45 days after the quarter ends and most managers file in the final days.

Largest filers

Filer	Value	Positions
Sumitomo Mitsui Trust Group, Inc.	$174.4B	1,058
Swedbank AB	$117.7B	691
LILLY ENDOWMENT INC	$104.2B	1
Assenagon Asset Management S.A.	$103.3B	1,096
DekaBank Deutsche Girozentrale	$87.8B	1,555
Robeco Institutional Asset Management B.V.	$83.2B	837
ProShare Advisors LLC	$69.5B	1,844
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$67.3B	4,085
ASSETMARK, INC	$59.5B	3,773
Mirae Asset Global Investments Co., Ltd.	$57.0B	1,656
Daiwa Securities Group Inc.	$53.6B	1,126
NEW YORK STATE TEACHERS RETIREMENT SYSTEM	$52.9B	1,600
KBC Group NV	$47.9B	1,827
Ninety One UK Ltd	$45.5B	331
Asset Management One Co., Ltd.	$40.0B	940
Bank Julius Baer & Co. Ltd, Zurich	$39.3B	669
TD Waterhouse Canada Inc.	$38.4B	2,464
Temasek Holdings (Private) Ltd	$36.7B	180
NISA INVESTMENT ADVISORS, LLC	$34.7B	3,065
PARNASSUS INVESTMENTS, LLC	$33.8B	123
MASTERCARD FOUNDATION ASSET MANAGEMENT CORP	$32.7B	3
Vontobel Holding Ltd.	$27.7B	1,190
EXCHANGE TRADED CONCEPTS, LLC	$25.3B	1,711
STATE OF MICHIGAN RETIREMENT SYSTEM	$22.6B	966
UniSuper Management Pty Ltd	$20.4B	636
DAVENPORT & Co LLC	$19.9B	1,355
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	$19.7B	437
FLOSSBACH VON STORCH SE	$19.7B	97
HB Wealth Management, LLC	$19.5B	1,860
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$19.4B	516
Gigafund Management Company, LLC	$19.1B	2
Czech National Bank	$18.9B	503
D.A. DAVIDSON & CO.	$18.6B	1,594
Cardano Risk Management B.V.	$18.2B	59
AMF Tjanstepension AB	$17.2B	119
PARK AVENUE SECURITIES LLC	$16.4B	1,772
VIRGINIA RETIREMENT SYSTEMS ET Al	$16.3B	1,245
IFM Investors Pty Ltd	$16.0B	631
National Mutual Insurance Federation of Agricultural Cooperatives	$15.6B	42
MEITAV INVESTMENT HOUSE LTD	$15.5B	298
CONGRESS ASSET MANAGEMENT CO	$15.4B	406
PineStone Asset Management Inc.	$15.4B	43
Sumitomo Mitsui DS Asset Management Company, Ltd	$14.8B	772
BANQUE PICTET & CIE SA	$14.5B	341
Concurrent Investment Advisors, LLC	$14.5B	2,280
AMALGAMATED BANK	$14.3B	1,617
Farther Finance Advisors, LLC	$14.2B	6,151
WASATCH ADVISORS LP	$13.5B	229
Mn Services Vermogensbeheer B.V.	$13.4B	428
VANTAGEPOINT INVESTMENT ADVISERS LLC	$13.3B	55

Most new positions opened

Ticker	Filers opening	Total holders	Reported value
XOM	1,749	2,008	$17.7B
OKE	575	588	$1.8B
SPCX	498	1,097	$36.0B
MBGL	237	247	$99.5M
PLTR	236	1,328	$13.0B
SKHY	208	207	$944.0M
PSX	195	987	$3.0B
MPC	184	890	$3.5B
HON	183	856	$2.4B
CRWD	181	1,112	$8.6B
HONA	163	765	$1.5B
CRM	155	1,050	$7.5B
VLO	150	881	$4.1B
DFSV	150	158	$1.3B
DUHP	147	151	$2.3B
DELL	145	915	$6.6B
TEVA	144	152	$1.1B
MU	142	1,638	$39.9B
NOW	140	862	$6.3B
MRNA	136	331	$1.6B
CVX	131	1,896	$14.4B
PANW	131	1,283	$13.7B
IBIT	128	680	$1.6B
TMO	127	1,104	$14.2B
HPE	127	592	$2.6B

Largest reported positions

Ticker	Value	Holders	Change
NVDA	$181.2B	2,609	-3,433
AAPL	$159.5B	2,772	-3,420
MSFT	$146.5B	2,767	-3,525
LLY	$140.1B	1,998	-2,675
AMZN	$95.4B	2,634	-3,567
GOOGL	$89.9B	2,493	-3,363
IVV	$83.7B	1,980	-2,157
AVGO	$57.7B	2,072	-2,814
GOOG	$55.8B	2,267	-3,029
MA	$55.0B	1,505	-2,157
META	$53.7B	2,189	-2,935
VOO	$43.1B	1,888	-2,144
SPY	$40.2B	2,153	-2,664
MU	$39.9B	1,638	-2,316
VTI	$37.5B	1,791	-1,918
JPM	$36.5B	2,292	-2,900
SPCX	$36.0B	1,097	-710
V	$33.9B	1,960	-2,670
AMD	$33.0B	1,715	-2,333
QQQ	$29.6B	1,907	-2,255
BRKB	$29.0B	2,192	-2,769
JNJ	$27.6B	2,104	-2,628
TSLA	$26.4B	1,847	-2,525
VEA	$22.8B	1,409	-1,616
TSM	$21.3B	1,433	-2,178