HolderBook

Q1 2023

What institutions reported holding as of 2023-03-31. 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$3.9T4,554
BlackRock Inc.$3.4T5,481
FMR LLC$2.2T5,250
STATE STREET CORP$1.8T4,786
BANK OF AMERICA CORP /DE/$973.7B6,911
MORGAN STANLEY$932.6B7,705
JPMORGAN CHASE & CO$820.9B6,656
GEODE CAPITAL MANAGEMENT, LLC$770.1B4,803
ABSOLUTE INVESTMENT ADVISERS, LLC$677.3B103
PRICE T ROWE ASSOCIATES INC /MD/$668.0B2,922
Index Venture Associates VI Ltd$635.9B3
WELLINGTON MANAGEMENT GROUP LLP$504.6B1,982
NORTHERN TRUST CORP$504.4B4,576
Capital World Investors$483.8B512
SUSQUEHANNA INTERNATIONAL GROUP, LLP$470.2B6,293
Bank of New York Mellon Corp$457.2B4,381
NORGES BANK$456.9B2,087
CITADEL ADVISORS LLC$454.7B6,193
General Motors Holdings LLC$437.7B4
GOLDMAN SACHS GROUP INC$435.3B5,096
Capital International Investors$388.7B437
Valor Management LLC$379.7B4
Invesco Ltd.$358.5B3,844
Royal Bank of Canada$353.9B6,616
Capital Research Global Investors$350.4B425
WELLS FARGO & COMPANY/MN$347.3B7,339
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$329.1B3,550
Berkshire Hathaway Inc$325.1B48
AMERIPRISE FINANCIAL INC$304.9B3,929
DIMENSIONAL FUND ADVISORS LP$296.9B3,461
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$292.2B837
Legal & General Group Plc$279.6B3,376
Athyrium Capital Management, LP$279.1B8
UBS Group AG$273.6B8,419
Nuveen Asset Management, LLC$269.0B3,113
BANK OF MONTREAL /CAN/$250.0B3,433
JANE STREET GROUP, LLC$244.2B9,089
ALLIANCEBERNSTEIN L.P.$233.4B3,173
BARCLAYS PLC$217.9B4,393
KING STREET CAPITAL MANAGEMENT, L.P.$212.6B11
ENVESTNET ASSET MANAGEMENT INC$208.1B3,965
UBS ASSET MANAGEMENT AMERICAS INC$206.5B2,675
FRANKLIN RESOURCES INC$199.3B2,306
INCOME RESEARCH & MANAGEMENT$193.6B17
AMUNDI$185.5B2,048
DEUTSCHE BANK AG\$179.6B3,868
MANUFACTURERS LIFE INSURANCE COMPANY, THE$177.2B2,929
MILLENNIUM MANAGEMENT LLC$174.4B5,024
IDG China Venture Capital Fund V Associates L.P.$174.2B1
CTC LLC$168.5B335

Most new positions opened

Ticker Filers openingTotal holders Reported value
LIN1,4351,452$149.4B
GEHC1,0361,072$32.0B
NVDA4833,268$544.4B
META4703,099$413.2B
TSLA4252,771$415.7B
CRM3192,193$171.2B
AMD2901,848$137.5B
QQQ2822,534$405.8B
SCHW2801,690$81.0B
AMX272276$3.7B
TSM2231,507$88.8B
DIS2223,087$129.5B
GOOG2213,505$407.3B
PANW2151,482$61.0B
VTS211212$300.6M
ABNB2041,060$41.8B
ADI2031,550$91.1B
AMZN2024,188$726.4B
AMAT2021,772$87.6B
NFLX2001,947$153.9B
BABA1981,271$55.8B
FDX1971,620$48.7B
GOOGL1943,911$552.6B
SPY1893,432$884.6B
BA1892,219$93.3B

Largest reported positions

TickerValue HoldersChange
AAPL$1.7T4,561-31
MSFT$1.6T4,734+44
SPY$884.6B3,432-25
AMZN$726.4B4,188+50
GOOGL$552.6B3,911+51
NVDA$544.4B3,268+353
TSLA$415.7B2,771+248
UNH$413.3B3,114-51
META$413.2B3,099+323
GOOG$407.3B3,505+71
QQQ$405.8B2,534+131
V$369.4B3,445+31
XOMXXXX$294.4B3,539-23
JPM$289.6B3,617-21
JNJ$287.5B3,735-66
LLY$285.5B2,624-55
MA$279.4B2,738+18
BRKB$270.3B3,545-13
PG$234.4B3,393-24
CVX$227.1B3,280-19
AVGO$226.7B2,213+60
HD$224.4B3,314-40
IVV$221.1B2,677-7
IWM$216.4B2,015-38
MRK$213.7B3,184-52