HolderBook

Q1 2024

What institutions reported holding as of 2024-03-31. 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$5.0T4,449
BlackRock Inc.$4.3T5,221
MORGAN STANLEY$3.7T7,817
JPMORGAN CHASE & CO$2.4T7,372
STATE STREET CORP$2.2T4,366
FMR LLC$1.5T5,335
BANK OF AMERICA CORP /DE/$1.1T6,776
GEODE CAPITAL MANAGEMENT, LLC$1.1T4,608
NORGES BANK$633.6B1,885
Capital World Investors$604.2B517
NORTHERN TRUST CORP$578.8B4,423
SUSQUEHANNA INTERNATIONAL GROUP, LLP$575.9B6,083
WELLINGTON MANAGEMENT GROUP LLP$564.4B1,876
GOLDMAN SACHS GROUP INC$564.2B4,735
Bank of New York Mellon Corp$520.7B4,140
CITADEL ADVISORS LLC$518.5B6,317
Capital International Investors$493.9B432
JANE STREET GROUP, LLC$478.4B9,260
Invesco Ltd.$465.6B3,845
Capital Research Global Investors$442.0B410
Royal Bank of Canada$435.9B6,485
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$433.2B3,471
WELLS FARGO & COMPANY/MN$415.1B7,085
UBS Group AG$401.5B8,053
DIMENSIONAL FUND ADVISORS LP$369.4B3,387
AMERIPRISE FINANCIAL INC$363.4B3,841
Legal & General Group Plc$347.3B3,360
Nuveen Asset Management, LLC$337.0B3,279
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$334.7B839
Berkshire Hathaway Inc$331.7B41
BANK OF MONTREAL /CAN/$329.8B3,503
FRANKLIN RESOURCES INC$315.8B2,849
BARCLAYS PLC$287.6B4,227
ALLIANCEBERNSTEIN L.P.$282.6B3,139
UBS ASSET MANAGEMENT AMERICAS LLC$281.3B2,519
ENVESTNET ASSET MANAGEMENT INC$267.9B4,170
MILLENNIUM MANAGEMENT LLC$234.1B4,465
AMUNDI$232.7B1,988
DEUTSCHE BANK AG\$215.5B3,568
Fisher Asset Management, LLC$214.1B963
CTC LLC$194.2B112
LPL Financial LLC$186.3B4,832
Optiver Holding B.V.$185.9B673
JANUS HENDERSON GROUP PLC$183.3B2,527
Dodge & Cox$172.4B199
PRINCIPAL FINANCIAL GROUP INC$170.1B2,427
1832 Asset Management L.P.$168.9B881
IMC-Chicago, LLC$162.8B2,440
AMERICAN CENTURY COMPANIES INC$159.1B2,924
CITIGROUP INC$152.3B4,871

Most new positions opened

Ticker Filers openingTotal holders Reported value
GBTC557593$4.7B
COO501524$18.2B
CPAY497503$19.8B
IBIT397401$3.4B
NVDA3834,020$1.7T
AMD3562,353$242.6B
ALTM341340$2.5B
SMCIXXXX329845$51.8B
META3143,703$909.1B
TSM3101,778$133.8B
GE2961,950$149.0B
DIS2942,916$169.7B
LLY2873,196$626.6B
NFLX2782,324$236.9B
DYNF278310$7.4B
AMAT2772,024$134.5B
NVO2771,618$42.0B
MU2581,527$116.6B
UBER2541,586$155.2B
AVGO2522,820$502.5B
CRWD2461,417$60.6B
CRM2382,537$247.7B
CEG2371,061$46.1B
DELL228931$24.0B
QGENXXXX228240$5.9B

Largest reported positions

TickerValue HoldersChange
MSFT$2.3T4,826+25
AAPL$1.7T4,633+34
NVDA$1.7T4,020+311
AMZN$1.3T4,483+126
SPY$1.3T3,580+10
META$909.1B3,703+248
GOOGL$776.4B4,053+63
LLY$626.6B3,196+197
GOOG$542.1B3,637+46
AVGO$502.5B2,820+172
QQQ$458.3B2,799+68
JPM$437.4B3,789+115
V$431.8B3,539+79
UNH$408.8B3,101-23
BRKB$379.0B3,694+99
MA$356.6B2,853+76
TSLA$352.9B2,705-232
IVV$346.4B2,888+78
XOMXXXX$312.2B3,525+61
IWM$284.0B2,164-17
HD$283.6B3,375+79
JNJ$274.5B3,526-12
PG$266.4B3,352+88
MRK$261.3B3,221+102
CRM$247.7B2,537+160