HolderBook

Q1 2026

What institutions reported holding as of 2026-03-31. Filings are due 45 days after quarter end, so this is a snapshot of that date, not of today.

Largest filers

FilerValue Positions
BlackRock, Inc.$5.7T5,606
VANGUARD CAPITAL MANAGEMENT LLC$4.0T4,060
STATE STREET CORP$2.9T4,269
VANGUARD PORTFOLIO MANAGEMENT LLC$1.9T3,094
FMR LLC$1.9T5,406
MORGAN STANLEY$1.7T8,287
GEODE CAPITAL MANAGEMENT, LLC$1.6T4,512
JPMORGAN CHASE & CO$1.6T7,498
BANK OF AMERICA CORP /DE/$1.4T5,689
WELLS FARGO & COMPANY/MN$1.1T6,742
Invesco Ltd.$1.0T3,732
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B6,848
GOLDMAN SACHS GROUP INC$870.9B5,539
AMERIPRISE FINANCIAL INC$863.5B4,014
JANE STREET GROUP, LLC$777.2B6,792
NORTHERN TRUST CORP$756.6B4,396
Capital World Investors$732.9B620
UBS Group AG$666.3B9,105
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B3,455
Capital Research Global Investors$644.6B459
CITADEL ADVISORS LLC$618.5B6,733
ROYAL BANK OF CANADA$570.1B6,601
Bank of New York Mellon Corp$543.9B4,175
WELLINGTON MANAGEMENT GROUP LLP$535.5B1,853
DIMENSIONAL FUND ADVISORS LP$481.4B3,215
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B3,807
Legal & General Group Plc$432.4B3,362
Capital International Investors$426.5B438
BARCLAYS PLC$416.3B4,320
FRANKLIN RESOURCES INC$408.3B3,147
VANGUARD FIDUCIARY TRUST CO$396.1B4,063
LPL Financial LLC$376.6B5,773
ENVESTNET ASSET MANAGEMENT INC$373.6B4,703
Nuveen, LLC$369.3B3,224
Amundi$367.1B2,033
Mirae Asset Global Investments Co., Ltd.$334.2B1,568
RAYMOND JAMES FINANCIAL INC$324.4B5,172
ALLIANCEBERNSTEIN L.P.$308.8B3,228
DEUTSCHE BANK AG\$302.7B3,588
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B946
Fisher Asset Management, LLC$294.9B1,015
Optiver Holding B.V.$289.5B2,300
IMC-Chicago, LLC$278.4B5,950
BANK OF MONTREAL /CAN/$268.5B3,220
Berkshire Hathaway Inc$263.1B29
MILLENNIUM MANAGEMENT LLC$240.3B4,153
CITIGROUP INC$234.5B5,119
AQR CAPITAL MANAGEMENT LLC$218.4B3,739
CTC LLC$217.2B44
JANUS HENDERSON GROUP PLC$209.4B2,406

Most new positions opened

Ticker Filers openingTotal holders Reported value
AZN1,2141,309$144.0B
VSNT732759$4.3B
AMCR582641$13.5B
PNFP541611$10.3B
SNDK4791,127$91.8B
MU4472,881$354.9B
GLW4472,159$84.7B
GEV4342,998$187.8B
WAT4211,086$27.2B
CVX4094,104$307.0B
AMAT4012,803$223.5B
LITE4001,044$66.0B
SUNB381392$19.2B
XLE3682,036$51.8B
LRCX3482,509$227.9B
PIPR345352$4.5B
COP3362,455$134.9B
VLO3361,785$62.1B
XOMXXXX3314,574$475.7B
VRT3281,764$85.9B
WDC3251,352$101.2B
MPC3221,812$54.1B
PSX3172,026$58.8B
LMT3082,790$107.6B
NFLX3073,468$356.4B

Largest reported positions

TickerValue HoldersChange
NVDA$3.0T5,613-17
AAPL$2.4T5,838-27
MSFT$2.1T5,920-104
AMZN$1.5T5,740-81
GOOGL$1.3T5,375-72
SPY$1.2T4,555-23
AVGO$1.1T4,483-40
META$1.0T4,857-68
GOOG$942.4B4,900-31
TSLA$765.1B4,042-155
LLY$718.7B4,171-81
JPM$576.5B4,842-66
IVV$563.1B3,843-27
QQQ$527.1B3,784-16
XOMXXXX$475.7B4,574+208
BRKB$445.0B4,650-23
JNJ$435.8B4,415+110
V$435.3B4,250-135
MA$378.4B3,458-97
WMT$371.9B4,268+52
NFLX$356.4B3,468+82
MU$354.9B2,881+302
COST$321.1B4,047+126
BRKA$318.3B1,347+16
VOO$312.0B3,705-1