HolderBook

Q4 2024

What institutions reported holding as of 2024-12-31. 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$5.7T4,293
BlackRock, Inc.$4.9T5,333
Members Trust Co$2.9T117
STATE STREET CORP$2.5T4,297
FMR LLC$1.7T5,515
MORGAN STANLEY$1.4T7,965
JPMORGAN CHASE & CO$1.3T7,372
GEODE CAPITAL MANAGEMENT, LLC$1.3T4,470
BANK OF AMERICA CORP /DE/$1.2T7,234
NORGES BANK$762.1B1,845
NORTHERN TRUST CORP$706.2B4,441
SUSQUEHANNA INTERNATIONAL GROUP, LLP$662.7B6,383
Capital World Investors$658.7B543
GOLDMAN SACHS GROUP INC$634.4B5,004
Legacy Financial Group LLC$617.7B111
CITADEL ADVISORS LLC$577.9B6,277
WELLINGTON MANAGEMENT GROUP LLP$546.2B1,911
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$542.4B3,493
Bank of New York Mellon Corp$541.4B4,094
UBS Group AG$541.1B8,622
Invesco Ltd.$540.9B3,741
Capital International Investors$532.3B453
Royal Bank of Canada$500.5B6,351
Capital Research Global Investors$486.4B438
JANE STREET GROUP, LLC$460.4B5,897
WELLS FARGO & COMPANY/MN$443.4B6,539
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$428.8B2,654
DIMENSIONAL FUND ADVISORS LP$416.4B3,339
AMERIPRISE FINANCIAL INC$389.7B4,043
Legal & General Group Plc$377.9B3,390
FRANKLIN RESOURCES INC$360.1B2,910
BARCLAYS PLC$356.9B4,435
Nuveen Asset Management, LLC$354.1B3,324
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$316.9B874
ENVESTNET ASSET MANAGEMENT INC$311.5B4,296
ALLIANCEBERNSTEIN L.P.$294.7B3,221
AMUNDI$287.6B2,136
RAYMOND JAMES FINANCIAL INC$270.8B4,722
Berkshire Hathaway Inc$267.2B38
DEUTSCHE BANK AG\$255.4B3,561
Fisher Asset Management, LLC$251.3B975
LPL Financial LLC$246.0B5,150
MACKENZIE FINANCIAL CORP$220.0B1,697
BANK OF MONTREAL /CAN/$214.7B3,155
IMC-Chicago, LLC$214.7B3,246
MILLENNIUM MANAGEMENT LLC$204.6B4,283
JANUS HENDERSON GROUP PLC$196.7B2,523
Optiver Holding B.V.$193.6B1,034
PRINCIPAL FINANCIAL GROUP INC$183.4B2,208
BNP PARIBAS FINANCIAL MARKETS$178.4B4,541

Most new positions opened

Ticker Filers openingTotal holders Reported value
BLK1,5621,849$119.9B
ANET1,3161,424$93.0B
LRCX1,2791,501$77.0B
SMCI542632$15.4B
APTV511538$15.4B
PLTR4931,932$99.8B
TSLA4513,719$818.1B
IBIT4111,062$22.5B
BTC314344$584.7M
MSTR308944$70.6B
BEPC304322$2.8B
CRM2912,906$261.1B
AVGO2883,687$840.1B
APP288935$72.5B
ECG280295$2.4B
GEV2701,774$71.4B
BIPC269291$2.9B
MRVL2611,286$80.0B
SOBO261270$3.2B
WFC2542,392$181.1B
BA2532,058$110.4B
PRMB246258$4.8B
NFLX2442,949$330.3B
HOOD240683$24.1B
IWM2352,490$251.2B

Largest reported positions

TickerValue HoldersChange
AAPL$2.4T5,335+586
NVDA$2.3T4,899+576
MSFT$2.2T5,487+573
AMZN$1.5T5,200+627
SPY$1.1T4,154+433
META$1.0T4,350+442
GOOGL$854.3B4,684+517
AVGO$840.1B3,687+517
TSLA$818.1B3,719+699
GOOG$616.1B4,214+428
LLY$594.8B3,656+245
JPM$487.9B4,375+473
V$461.9B4,021+430
IVV$425.0B3,413+400
QQQ$411.6B3,306+382
MA$408.0B3,207+301
BRKB$397.5B4,238+425
UNH$396.4B3,447+221
NFLX$330.3B2,949+370
XOMXXXX$302.8B3,991+334
COST$289.3B3,695+365
HD$274.9B3,782+301
PG$262.0B3,733+281
CRM$261.1B2,906+446
WMT$258.3B3,670+438