HolderBook

Q3 2024

What institutions reported holding as of 2024-09-30. 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$5.6T4,350
BlackRock, Inc.$4.8T5,176
Members Trust Co$3.1T121
JPMORGAN CHASE & CO$2.6T7,397
STATE STREET CORP$2.5T4,295
FMR LLC$1.6T5,469
MORGAN STANLEY$1.4T7,927
BANK OF AMERICA CORP /DE/$1.2T7,213
GEODE CAPITAL MANAGEMENT, LLC$1.2T4,534
PRICE T ROWE ASSOCIATES INC /MD/$868.6B3,008
NORGES BANK$715.9B1,839
Power Corp of Canada$703.3B3
Capital World Investors$645.0B534
GOLDMAN SACHS GROUP INC$621.1B4,822
NORTHERN TRUST CORP$610.9B4,411
SUSQUEHANNA INTERNATIONAL GROUP, LLP$572.5B6,042
WELLINGTON MANAGEMENT GROUP LLP$571.0B1,893
Bank of New York Mellon Corp$537.7B4,082
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$524.0B3,501
Capital International Investors$521.0B438
CITADEL ADVISORS LLC$518.3B6,147
Invesco Ltd.$518.0B3,738
Royal Bank of Canada$489.8B6,305
Capital Research Global Investors$481.1B415
UBS Group AG$459.0B8,221
JANE STREET GROUP, LLC$453.3B5,968
WELLS FARGO & COMPANY/MN$441.7B6,480
DIMENSIONAL FUND ADVISORS LP$412.3B3,349
AMERIPRISE FINANCIAL INC$389.9B3,911
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$389.3B2,799
Legal & General Group Plc$380.1B3,405
BARCLAYS PLC$376.8B4,432
Nuveen Asset Management, LLC$356.2B3,333
FRANKLIN RESOURCES INC$356.1B2,907
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$334.8B845
ENVESTNET ASSET MANAGEMENT INC$309.8B4,216
Juniper Capital Advisors, L.P.$300.5B1
ALLIANCEBERNSTEIN L.P.$297.7B3,232
AMUNDI$271.4B1,950
Berkshire Hathaway Inc$266.4B40
DEUTSCHE BANK AG\$245.7B3,560
Fisher Asset Management, LLC$244.0B918
BANK OF MONTREAL /CAN/$227.4B3,451
LPL Financial LLC$224.3B5,051
MILLENNIUM MANAGEMENT LLC$210.9B4,349
INCOME RESEARCH & MANAGEMENT$207.7B22
JANUS HENDERSON GROUP PLC$195.4B2,527
Optiver Holding B.V.$191.8B938
IMC-Chicago, LLC$183.8B2,873
PRINCIPAL FINANCIAL GROUP INC$183.2B2,222

Most new positions opened

Ticker Filers openingTotal holders Reported value
TEL845850$38.0B
FERG664687$33.7B
SW504504$20.5B
SIRI495492$7.2B
AMTM487489$3.3B
BTCXXXX407410$349.8M
TSLA3423,237$516.2B
FLG341357$3.4B
PLTR3221,485$48.2B
FUN321328$3.9B
GEV2991,633$58.1B
AVGO2853,425$651.1B
ETHXXXX281285$162.6M
GE2672,359$166.0B
PYPL2571,889$64.9B
IBM2572,962$139.6B
SBUX2562,359$95.4B
AHR255369$3.2B
RTX2522,715$136.2B
MMM2512,102$55.0B
LMT2492,616$107.1B
BMY2472,278$88.0B
ORCL2463,093$221.9B
ETHE235259$250.3M
BABA2341,267$61.4B

Largest reported positions

TickerValue HoldersChange
MSFT$2.4T5,309+30
AAPL$2.4T5,133-31
NVDA$2.2T4,653+71
SPY$1.7T3,968+59
AMZN$1.3T4,936-8
META$1.1T4,218+93
GOOGL$793.0B4,519-35
LLY$723.6B3,673+86
AGG$658.8B1,804+18
AVGO$651.1B3,425+213
GOOG$585.4B4,101-20
TSLA$516.2B3,237+228
UNH$500.0B3,486+81
QQQ$452.1B3,124+62
VTV$451.0B2,146+75
JPM$450.3B4,232+35
V$429.4B3,880+38
BRKB$420.8B4,111+75
IVV$409.8B3,213+88
MA$371.9B3,153+23
XOMXXXX$355.6B3,957+7
IEFA$351.0B1,859+46
IWM$305.3B2,356+96
IEF$300.0B950+38
HD$298.4B3,768+115