HolderBook

Q1 2021

What institutions reported holding as of 2021-03-31. Filings are due 45 days after quarter end, so this is a snapshot of that date, not of today.

Largest filers

FilerValue Positions
VANGUARD GROUP INC$3.7T4,333
BlackRock Inc.$3.4T5,206
STATE STREET CORP$1.7T3,973
FMR LLC$1.2T3,927
PRICE T ROWE ASSOCIATES INC /MD/$998.9B2,839
BANK OF AMERICA CORP /DE/$889.8B6,662
JPMORGAN CHASE & CO$749.2B6,020
MORGAN STANLEY$680.8B7,472
GEODE CAPITAL MANAGEMENT, LLC$653.8B4,449
SUSQUEHANNA INTERNATIONAL GROUP, LLP$634.0B5,632
WELLINGTON MANAGEMENT GROUP LLP$567.8B2,080
Capital World Investors$541.1B596
NORTHERN TRUST CORP$537.6B4,472
Bank of New York Mellon Corp$489.4B4,311
WELLS FARGO & COMPANY/MN$443.9B6,464
NORGES BANK$436.8B2,127
Capital Research Global Investors$408.7B425
CITADEL ADVISORS LLC$407.6B6,629
GOLDMAN SACHS GROUP INC$396.5B5,229
Capital International Investors$395.2B439
Invesco Ltd.$374.7B3,831
ROYAL BANK OF CANADA$344.6B6,872
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$325.3B909
Nuveen Asset Management, LLC$314.5B3,298
DIMENSIONAL FUND ADVISORS LP$302.3B3,408
UBS Group AG$301.3B7,871
AMERIPRISE FINANCIAL INC$300.9B3,824
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$272.9B3,485
Berkshire Hathaway Inc$270.4B46
Legal & General Group Plc$268.4B3,518
FRANKLIN RESOURCES INC$245.8B1,973
ALLIANCEBERNSTEIN L.P.$228.0B3,219
UBS ASSET MANAGEMENT AMERICAS INC$226.2B2,601
JANUS HENDERSON GROUP PLC$219.0B1,553
JANE STREET GROUP, LLC$201.3B5,086
CREDIT SUISSE AG/$195.3B3,420
BARCLAYS PLC$186.2B3,899
DEUTSCHE BANK AG\$185.7B4,461
BAILLIE GIFFORD & CO$178.7B445
Parametric Portfolio Associates LLC$174.3B4,045
CTC LLC$164.1B101
Sumitomo Mitsui Trust Holdings, Inc.$160.0B1,152
CITIGROUP INC$154.6B5,493
ENVESTNET ASSET MANAGEMENT INC$153.9B3,492
BANK OF MONTREAL /CAN/$153.6B4,625
Swiss National Bank$150.0B2,482
PRIMECAP MANAGEMENT CO/CA/$143.4B327
PRINCIPAL FINANCIAL GROUP INC$142.1B2,479
Fisher Asset Management, LLC$142.0B920
Dodge & Cox$139.9B186

Most new positions opened

Ticker Filers openingTotal holders Reported value
LUMN612668$11.2B
APA420421$5.7B
TNL347352$4.8B
RBLX328329$11.1B
NOV317346$4.9B
SLGXXXX298341$4.4B
GM2931,266$72.9B
AMAT2931,600$102.4B
PLTR287633$9.7B
PARA286983$26.8B
ABNB284606$17.7B
ARKK265849$15.8B
XLE2591,173$24.8B
TPL254291$6.8B
IWM2421,940$192.4B
XOMXXXX2372,716$131.0B
DE2371,728$82.3B
STLA237239$16.6B
SNOW231625$45.7B
XLF2241,294$37.6B
WFC2221,878$121.2B
BAC2202,487$245.6B
COP2181,528$56.9B
MS2181,523$128.7B
IFF218742$32.9B

Largest reported positions

TickerValue HoldersChange
MSFT$1.3T4,003+19
AAPL$1.2T3,853-3
AMZN$1.1T3,704-25
SPY$665.1B2,863-7
META$601.7B3,177+33
GOOGL$524.9B3,292+96
GOOG$476.2B3,035+93
TSLA$461.3B2,211+22
V$350.8B3,034+0
JPM$343.4B3,223+77
UNH$311.6B2,518+37
JNJ$299.1B3,325+50
QQQ$283.4B2,022+24
MA$273.3B2,482+24
BABA$256.2B1,895-68
NVDA$247.5B2,353+31
BAC$245.6B2,487+105
PYPL$242.4B2,515+61
HD$237.9B2,941+16
BRKB$234.3B3,002+76
DIS$233.1B3,178+57
PG$216.4B2,939-30
CMCSA$214.8B2,308+60
NFLX$210.2B1,893-14
ADBE$197.9B2,167-25