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
NORGES BANK$715.9B1,839
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
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
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
Dodge & Cox$176.8B205
CITIGROUP INC$172.7B4,876
AMERICAN CENTURY COMPANIES INC$172.1B2,878
CTC LLC$171.9B106

Most new positions opened

Ticker Filers openingTotal holders Reported value
TEL778785$34.2B
FERG600623$32.2B
SW453454$20.1B
SIRI445443$7.0B
AMTM437439$3.1B
BTCXXXX382385$342.8M
TSLA3273,020$491.1B
FLG313326$3.3B
PLTR3091,377$46.4B
FUN293301$3.8B
GEV2781,499$55.9B
AVGO2663,170$625.7B
ETHXXXX262266$155.6M
GE2482,188$157.9B
IBM2372,725$128.9B
PYPL2361,720$61.7B
MMM2361,933$53.0B
AHR235341$3.1B
SBUX2322,169$89.3B
ORCL2322,847$211.1B
LMT2302,426$104.4B
RTX2292,499$132.1B
BMY2252,083$84.0B
ETHE218236$227.6M
CRWD2141,484$56.1B

Largest reported positions

TickerValue HoldersChange
MSFT$2.3T4,914+31
AAPL$2.2T4,749-25
NVDA$2.1T4,323+78
AMZN$1.2T4,573-2
SPY$1.2T3,721+63
META$1.0T3,908+98
GOOGL$748.1B4,167-25
LLY$691.4B3,411+97
AVGO$625.7B3,170+203
GOOG$550.7B3,786+5
TSLA$491.1B3,020+222
UNH$468.6B3,226+91
QQQ$428.4B2,924+57
JPM$427.2B3,902+40
BRKB$403.8B3,813+72
V$398.0B3,591+58
IVV$389.1B3,013+79
MA$352.0B2,906+35
XOMXXXX$339.8B3,657+13
IWM$289.9B2,220+93
HD$286.0B3,481+118
COST$277.3B3,330+70
JNJ$276.6B3,595+92
PG$271.6B3,452+73
NFLX$265.4B2,579+129