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
NewEdge Advisors, LLC$2.2T1,217
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
PRICE T ROWE ASSOCIATES INC /MD/$864.9B3,131
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

Most new positions opened

Ticker Filers openingTotal holders Reported value
AZN1,2741,383$150.6B
VSNT781810$4.4B
AMCR616684$14.0B
PNFP584658$11.0B
SNDK5001,186$94.6B
MU4673,016$368.1B
GLW4602,258$87.7B
GEV4513,132$192.6B
WAT4501,175$29.5B
CVX4214,303$318.3B
AMAT4162,954$233.6B
LITE4151,090$68.7B
SUNB394405$19.5B
XLE3802,128$52.7B
PIPR372379$4.6B
LRCX3612,614$236.1B
COP3562,581$144.3B
XOMXXXX3474,790$493.5B
VLO3441,875$65.8B
WDC3431,423$103.4B
VRT3421,845$89.4B
MPC3301,901$55.9B
PSX3262,130$60.7B
NFLX3233,638$372.7B
CAT3213,759$251.4B

Largest reported positions

TickerValue HoldersChange
NVDA$3.1T5,864-28
AAPL$2.6T6,111-38
MSFT$2.2T6,199-123
AMZN$1.6T6,006-92
GOOGL$1.4T5,632-89
SPY$1.2T4,724-43
AVGO$1.2T4,683-52
META$1.1T5,079-90
GOOG$987.3B5,131-53
TSLA$784.8B4,221-178
LLY$745.4B4,365-98
JPM$605.0B5,081-76
IVV$574.6B3,985-32
QQQ$534.0B3,932-28
XOMXXXX$493.5B4,790+202
V$465.8B4,464-151
BRKB$458.2B4,862-37
JNJ$454.4B4,648+99
MA$395.0B3,627-120
WMT$383.6B4,462+43
NFLX$372.7B3,638+75
MU$368.1B3,016+307
COST$338.1B4,249+117
VOO$327.9B3,837-13
BRKA$320.0B1,415+13