HolderBook

Q2 2024

What institutions reported holding as of 2024-06-30. 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$5.2T4,413
BlackRock Inc.$4.4T5,229
Members Trust Co$3.3T118
JPMORGAN CHASE & CO$2.4T7,323
STATE STREET CORP$2.3T4,362
FMR LLC$1.6T5,341
MORGAN STANLEY$1.3T7,845
GEODE CAPITAL MANAGEMENT, LLC$1.1T4,584
BANK OF AMERICA CORP /DE/$1.1T7,289
NORGES BANK$669.4B1,930
Capital World Investors$613.3B536
NORTHERN TRUST CORP$593.5B4,412
GOLDMAN SACHS GROUP INC$591.3B4,720
WELLINGTON MANAGEMENT GROUP LLP$560.2B1,868
SUSQUEHANNA INTERNATIONAL GROUP, LLP$537.1B6,103
Bank of New York Mellon Corp$527.5B4,113
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$524.9B3,623
CITADEL ADVISORS LLC$494.0B6,266
Capital International Investors$485.7B439
Invesco Ltd.$472.8B3,856
Capital Research Global Investors$455.7B414
Royal Bank of Canada$439.1B6,573
JANE STREET GROUP, LLC$437.7B9,377
WELLS FARGO & COMPANY/MN$412.5B6,474
UBS Group AG$404.8B8,289
DIMENSIONAL FUND ADVISORS LP$382.9B3,373
AMERIPRISE FINANCIAL INC$369.6B3,854
Legal & General Group Plc$354.0B3,412
UBS ASSET MANAGEMENT AMERICAS LLC$348.6B2,793
BANK OF MONTREAL /CAN/$344.5B3,502
Nuveen Asset Management, LLC$342.0B3,328
BARCLAYS PLC$327.1B4,270
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$325.3B860
FRANKLIN RESOURCES INC$325.3B2,857
ENVESTNET ASSET MANAGEMENT INC$287.0B4,158
ALLIANCEBERNSTEIN L.P.$286.8B3,231
Berkshire Hathaway Inc$280.0B41
AMUNDI$260.9B1,909
Fisher Asset Management, LLC$229.9B985
DEUTSCHE BANK AG\$221.7B3,518
MILLENNIUM MANAGEMENT LLC$215.9B4,245
LPL Financial LLC$200.8B4,903
JANUS HENDERSON GROUP PLC$186.7B2,517
Optiver Holding B.V.$185.4B890
CTC LLC$173.3B107
PRINCIPAL FINANCIAL GROUP INC$168.4B2,361
Dodge & Cox$166.6B202
IMC-Chicago, LLC$164.0B2,707
HSBC HOLDINGS PLC$163.6B2,530
AMERICAN CENTURY COMPANIES INC$163.4B2,878

Most new positions opened

Ticker Filers openingTotal holders Reported value
GEV1,2731,336$36.5B
SOLV773816$5.5B
LH737764$15.4B
GRAL333334$319.1M
CLS301305$4.7B
NVDA2864,245$2.1T
AVGO2682,967$587.5B
DELL2641,119$31.5B
TSM2611,968$162.6B
QCOM2432,586$175.8B
TSLA2342,798$382.2B
CMG2321,358$85.9B
NFLX2282,450$250.0B
MU2251,656$125.9B
PANW2231,857$96.2B
VRT216830$29.2B
GE2082,004$134.4B
CRWD2071,527$71.7B
GOOGL1984,192$879.6B
LLY1983,314$708.2B
META1973,810$900.2B
VST197731$27.2B
IBIT197545$4.1B
ARM196532$18.8B
GOOG1923,781$618.2B

Largest reported positions

TickerValue HoldersChange
MSFT$2.4T4,883+57
NVDA$2.1T4,245+225
AAPL$2.0T4,774+141
AMZN$1.3T4,575+92
SPY$1.1T3,658+78
META$900.2B3,810+107
GOOGL$879.6B4,192+139
LLY$708.2B3,314+118
GOOG$618.2B3,781+144
AVGO$587.5B2,967+147
QQQ$430.7B2,867+68
JPM$410.9B3,862+73
UNH$403.3B3,135+34
TSLA$382.2B2,798+93
V$381.3B3,533-6
IVV$355.2B2,934+46
BRKB$352.8B3,741+47
XOMXXXX$332.0B3,644+119
MA$312.9B2,871+18
COST$265.9B3,260+114
IWM$257.4B2,127-37
PG$256.8B3,379+27
NFLX$250.0B2,450+126
JNJ$244.3B3,503-23
HD$240.1B3,363-12