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
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
GOLDMAN SACHS GROUP INC$435.3B5,096
Capital International Investors$388.7B437
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
UBS Group AG$273.6B8,419
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
ENVESTNET ASSET MANAGEMENT INC$208.1B3,965
UBS ASSET MANAGEMENT AMERICAS INC$206.5B2,675
FRANKLIN RESOURCES INC$199.3B2,306
AMUNDI$185.5B2,048
DEUTSCHE BANK AG\$179.6B3,868
MANUFACTURERS LIFE INSURANCE COMPANY, THE$177.2B2,929
CTC LLC$168.5B335
Fisher Asset Management, LLC$164.7B1,135
JANUS HENDERSON GROUP PLC$151.7B2,684
Dodge & Cox$146.8B203
Swiss National Bank$145.9B2,643
CITIGROUP INC$142.6B4,818
PRINCIPAL FINANCIAL GROUP INC$139.9B2,463
Optiver Holding B.V.$136.6B523
Sumitomo Mitsui Trust Holdings, Inc.$134.2B1,146
LPL Financial LLC$128.5B4,451
AMERICAN CENTURY COMPANIES INC$126.9B2,667
RAYMOND JAMES & ASSOCIATES$115.1B3,811

Most new positions opened

Ticker Filers openingTotal holders Reported value
LIN1,2601,278$137.3B
GEHC878912$29.5B
NVDA4402,893$493.3B
META4212,722$376.6B
TSLA3852,457$382.6B
CRM2891,931$154.3B
QQQ2632,302$364.6B
AMD2621,613$123.6B
SCHW2461,474$63.0B
AMX232234$3.2B
DIS2022,711$117.7B
GOOG1993,085$368.9B
TSM1941,309$80.6B
PANW1901,280$55.5B
AMZN1853,722$664.2B
ABNB185914$38.8B
BABA1811,115$48.0B
ADI1811,346$85.2B
GOOGL1803,451$509.5B
FDX1801,403$43.8B
NFLX1771,712$139.2B
VTS177178$264.3M
AMAT1761,528$80.0B
SPY1733,099$812.6B
BA1711,949$84.4B

Largest reported positions

TickerValue HoldersChange
AAPL$1.6T4,034+202
MSFT$1.5T4,187+281
SPY$812.6B3,099+143
AMZN$664.2B3,722+261
GOOGL$509.5B3,451+279
NVDA$493.3B2,893+479
TSLA$382.6B2,457+355
META$376.6B2,722+431
UNH$375.0B2,727+122
GOOG$368.9B3,085+251
QQQ$364.6B2,302+234
V$328.8B3,031+211
XOMXXXX$275.8B3,123+173
JPM$267.3B3,190+183
LLY$266.9B2,307+97
JNJ$264.9B3,277+152
MA$253.0B2,387+163
BRKB$252.9B3,138+181
PG$217.6B2,985+167
CVX$212.5B2,888+159
AVGO$211.9B1,946+157
HD$208.7B2,921+148
IVV$206.5B2,409+142
MRK$196.3B2,778+133
IWM$194.7B1,824+95