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
Power Corp of Canada$999.8B3
PRICE T ROWE ASSOCIATES INC /MD/$815.9B2,955
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
General Motors Holdings LLC$266.4B5
Mudrick Capital Management, L.P.$248.2B10
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
SIMPLEX TRADING, LLC$173.1B8,700
Dodge & Cox$172.4B199

Most new positions opened

Ticker Filers openingTotal holders Reported value
GBTC600645$4.8B
COO567593$19.9B
CPAY561567$22.1B
IBIT437441$3.5B
NVDA4104,367$1.8T
ALTM382382$2.6B
AMD3752,565$255.0B
SMCIXXXX360935$52.7B
META3344,032$967.3B
TSM3271,922$144.1B
GE3162,135$155.4B
DIS3123,192$179.6B
LLY3063,487$658.3B
NFLX3012,529$253.2B
NVO2981,753$47.7B
DYNF293329$8.3B
AMAT2922,238$145.3B
MU2791,684$124.7B
AVGO2783,071$524.2B
UBER2751,732$161.6B
CRWD2681,552$65.1B
QGENXXXX259273$6.2B
CEG2551,181$50.9B
CRM2542,770$263.6B
ETN2522,010$119.3B

Largest reported positions

TickerValue HoldersChange
MSFT$2.5T5,247+14
NVDA$1.8T4,367+318
AAPL$1.8T5,045+30
AMZN$1.4T4,868+117
SPY$1.3T3,846+2
META$967.3B4,032+245
GOOGL$821.9B4,428+47
LLY$658.3B3,487+200
GOOG$578.5B3,974+29
AVGO$524.2B3,071+188
QQQ$481.1B2,995+63
V$464.7B3,861+69
JPM$461.0B4,137+116
UNH$438.4B3,386-45
BRKB$395.3B4,003+86
MA$379.9B3,134+75
TSLA$371.4B2,932-268
IVV$365.2B3,092+69
XOMXXXX$325.7B3,837+55
IWM$298.4B2,313-24
HD$295.8B3,684+71
JNJ$289.4B3,868-25
PG$279.1B3,668+71
MRK$276.6B3,547+107
CRM$263.6B2,770+154