ALCON AG (ALC)
Institutional ownership reported to the SEC as of Q3 2026, across 31 quarters.
21
Reporting holders
$28.7M
Reported value
0.0%
Calls
1.4%
Puts
-616
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Douglas Lane & Associates, LLC | $23.4M | 362,100 | 0.31% | 30q | +6.7%+$1.5M |
| Legacy Wealth Asset Management, LLC | $1.2M | 19,239 | 0.27% | 24q | -38.1%-$768.2K |
| Cox Capital Mgt LLC | $1.1M | 16,765 | 0.61% | new | NEW |
| YHB Investment Advisors, Inc. | $876.7K | 13,540 | 0.06% | 13q | -17.5%-$186.4K |
| CenterStar Asset Management, LLC | $709.9K | 4,859 | 0.17% | 2q | HELD |
| Marotta Asset Management | $444.2K | 6,860 | 0.08% | 22q | -2.0%-$8.9K |
| Farther Finance Advisors, LLC | $347.4K | 5,365 | 0.00% | 16q | +85.4%+$160.0K |
| Versant Capital Management, Inc | $255.2K | 3,941 | 0.02% | 9q | -2.1%-$5.6K |
| GAMMA Investing LLC | $103.7K | 1,601 | 0.00% | 12q | +190.0%+$67.9K |
| Rosenberg Matthew Hamilton | $71.7K | 1,107 | 0.01% | 27q | HELD |
| Pacifica Partners Inc. | $26.2K | 410 | 0.01% | 27q | HELD |
| MassMutual Private Wealth & Trust, FSB | $23.4K | 361 | 0.00% | 30q | -30.0%-$10.0K |
| GK Wealth Management LLC | $20.9K | 323 | 0.01% | new | NEW |
| ELEVATION WEALTH PARTNERS, LLC | $9.6K | 149 | 0.00% | 2q | +152.5%+$5.8K |
| GILPIN WEALTH MANAGEMENT, LLC | $5.2K | 81 | 0.00% | new | NEW |
| Bullock Wealth Management Group | $3.7K | 58 | 0.00% | 11q | HELD |
| CoreCap Advisors, LLC | $3.2K | 49 | 0.00% | 11q | -70.1%-$7.4K |
| Coastline Trust Co | $1.6K | 25 | 0.00% | 9q | HELD |
| Planning Strategies Inc. | $777 | 12 | 0.00% | new | NEW |
| Trust Co | $389 | 6 | 0.00% | 4q | -66.7% |
| EASTERN BANK | $65 | 1 | 0.00% | 2q | HELD |
| CX Institutional | $4 | 66 | 0.00% | 7q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 21 | $28.7M | 436,852 | 4 | 4 | 7 | 1.4% |
| Q2 2026 | 637 | $17.4B | 243,501,740 | 74 | 149 | 264 | 6.1% |
| Q1 2026 | 654 | $17.8B | 228,287,104 | 71 | 189 | 228 | 4.1% |
| Q4 2025 | 655 | $21.1B | 246,056,534 | 62 | 208 | 218 | 7.8% |
| Q3 2025 | 645 | $19.5B | 239,633,418 | 78 | 194 | 215 | 8.5% |
| Q2 2025 | 660 | $25.1B | 268,473,813 | 64 | 193 | 218 | 5.4% |
| Q1 2025 | 667 | $26.3B | 260,997,930 | 74 | 180 | 213 | 2.1% |
| Q4 2024 | 662 | $23.2B | 270,770,405 | 46 | 188 | 213 | 1.6% |
| Q3 2024 | 662 | $26.1B | 257,489,541 | 81 | 177 | 217 | 1.7% |
| Q2 2024 | 638 | $23.2B | 255,334,523 | 68 | 189 | 199 | 1.9% |
| Q1 2024 | 622 | $21.2B | 250,422,358 | 70 | 183 | 191 | 1.9% |
| Q4 2023 | 611 | $18.6B | 234,728,072 | 52 | 177 | 197 | 1.7% |
| Q3 2023 | 598 | $17.7B | 224,390,965 | 54 | 176 | 176 | 2.1% |
| Q2 2023 | 598 | $19.7B | 235,887,937 | 67 | 131 | 240 | 1.4% |
| Q1 2023 | 592 | $17.1B | 237,842,256 | 80 | 185 | 172 | 2.0% |
| Q4 2022 | 584 | $16.8B | 222,580,359 | 84 | 113 | 224 | 2.5% |
| Q3 2022 | 552 | $13.6B | 228,557,796 | 36 | 158 | 204 | 2.0% |
| Q2 2022 | 610 | $16.7B | 235,875,095 | 70 | 167 | 191 | 1.6% |
| Q1 2022 | 597 | $19.4B | 238,962,032 | 55 | 160 | 204 | 2.2% |
| Q4 2021 | 623 | $20.8B | 232,020,184 | 65 | 194 | 162 | 2.6% |
| Q3 2021 | 574 | $19.1B | 230,666,663 | 51 | 181 | 169 | 2.9% |
| Q2 2021 | 566 | $16.7B | 232,848,461 | 51 | 177 | 174 | 2.2% |
| Q1 2021 | 568 | $16.9B | 237,932,160 | 60 | 189 | 170 | 1.5% |
| Q4 2020 | 560 | $16.2B | 245,674,014 | 54 | 183 | 157 | 0.6% |
| Q3 2020 | 531 | $13.6B | 238,282,845 | 44 | 150 | 199 | 0.8% |
| Q2 2020 | 546 | $14.8B | 256,085,892 | 60 | 164 | 191 | 0.7% |
| Q1 2020 | 545 | $13.8B | 269,694,039 | 63 | 175 | 201 | 0.6% |
| Q4 2019 | 580 | $14.8B | 259,555,420 | 65 | 137 | 221 | 0.4% |
| Q3 2019 | 568 | $14.6B | 248,341,668 | 109 | 155 | 208 | 0.6% |
| Q2 2019 | 533 | $14.2B | 227,809,310 | 534 | 0 | 0 | 0.6% |
| Q1 2019 | 3 | $6.8M | 107,846 | 2 | 0 | 0 | 0.0% |