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
Opti Capital Management, LP$2.2T66
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
PRICE T ROWE ASSOCIATES INC /MD/$867.5B3,004
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
Juniper Capital Advisors, L.P.$261.0B1
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
INCOME RESEARCH & MANAGEMENT$209.6B25
MILLENNIUM MANAGEMENT LLC$204.6B4,283

Most new positions opened

Ticker Filers openingTotal holders Reported value
BLK1,6581,965$123.0B
ANET1,4111,518$95.7B
LRCX1,3751,619$79.0B
SMCI594690$15.6B
APTV554581$15.7B
PLTR5132,055$103.3B
TSLA4863,951$861.5B
IBIT4291,128$23.9B
BTC332364$596.6M
MSTR3281,020$71.3B
BEPC328346$2.8B
CRM3163,117$273.7B
ECG312328$2.5B
APP3031,009$75.6B
AVGO3023,930$879.0B
BIPC293317$2.9B
GEV2891,913$74.2B
MRVL2791,380$86.5B
WFC2772,573$189.4B
SOBO277285$3.6B
NFLX2703,151$352.8B
PRMB270283$5.0B
BA2662,208$119.5B
HOOD256739$24.8B
IWM2462,619$265.4B

Largest reported positions

TickerValue HoldersChange
AAPL$2.5T5,709+576
NVDA$2.4T5,231+578
MSFT$2.4T5,876+567
SPY$1.6T4,391+423
AMZN$1.6T5,565+629
META$1.1T4,658+440
GOOGL$907.1B5,032+513
AVGO$879.0B3,930+505
TSLA$861.5B3,951+714
GOOG$655.1B4,534+433
LLY$622.9B3,915+242
AGG$616.9B1,950+146
JPM$512.2B4,699+467
V$495.5B4,308+428
IVV$446.7B3,614+401
QQQ$432.0B3,499+375
VTV$431.8B2,369+223
MA$429.5B3,452+299
UNH$421.7B3,691+205
BRKB$418.4B4,519+408
NFLX$352.8B3,151+380
IEFA$318.2B2,003+144
XOMXXXX$316.9B4,280+323
COST$301.3B3,955+357
HD$287.2B4,077+309