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$78.10 +0.60 (+0.77%)
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$47.38B
Shares
600.79M
Volume · Oct 20 3.96M Avg daily vol (3M) 4.46M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of XYZ: 13F, 13D and 13G, insiders and funds →
Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 1,097
Total Value: $35,435,450,918
Total Shares: 466,907,836
Showing 1–100 of 1,167 holdings by value · page 1 of 12

Institutional Ownership Trend

27 quarters

Superinvestors Holding XYZ

All superinvestors →
Chase Coleman $347,776,532 Daniel Loeb $194,479,668 Ray Dalio $31,395,676 Joel Greenblatt $28,185,512

Holder Concentration

Across 1,092 13F filers
Top Holder
8.9%
Sep 2023 → Jun 2026 · range 8.3% – 14.5%
of institutional value
Top 5
35.2%
Sep 2023 → Jun 2026 · range 28.8% – 41.7%
of institutional value
Top 10
50.4%
Sep 2023 → Jun 2026 · range 42.6% – 54.1%
of institutional value
HHI
345
Sep 2023 → Jun 2026 · range 278 – 476
Broadly held

Who Holds XYZ

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 1,087 filers, like-for-like change +1.1%; actively managed books +1.8%; index-like books +0.1%.

Holder type Share Filers Change
Registered adviser 48.0% 609 -1.0%
Exempt adviser 0.3% 12 +46.0%
Adviser 8.7% 18 +6.6%
Bank 12.2% 39 +1.2%
Insurer 0.4% 5 -4.2%
Broker-dealer 0.1% 3 +1.7%
Registered fund 0.0% 1 +726.5%
Benefit plan 0.5% 9 +5.4%
Non-US 3.7% 15 +10.7%
Holding company 16.3% 13 +2.7%
Unknown 9.7% 363 +1.6%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 13 holders with no observed 2026-03-31 13F and 10 holders with no observed 2026-06-30 13F. Compared across CIK changes: JANUS HENDERSON GROUP PLC continues as Jupiter Topco LLC.

Conviction and Crowding

1,002 13F filers, quarter ended Jun 30, 2024

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
29
2.89% of filers hold it in their top 10
Mar 31, 2024: 38
Holders above 5%
14
median weight 0.031%
Mar 31, 2024: 23
Crowding
—
the issuer has more than one class of common stock, so its count is the total across classes
Private-fund advisers
—
of shares outstanding
Institutional ownership
—
the issuer has more than one class of common stock, so its count is the total across classes
Top 10 holders
46.9%
of 13F shares, Herfindahl 0.035
Active holders
-4.6%
like-for-like share change of active filers
5% stakes on record
3
0 13D, 3 13G (2 institutional, 0 passive, 0 exempt)
How long holders have held it value-weighted 15.7 quarters
Under 1 year 5.33% 1 to 3 years 10.8% 3 years or more 83.8% Since coverage start 0.000%

Estimated Holder Cost Basis

Quarter ended Jun 30, 2024, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$71.55
estimated per share
Mar 31, 2024: $69.82
Quarter-end price
$64.47
implied by 13F values
Estimated gain or loss
-9.9%
price against the estimated cost
Estimated at a loss
58.9%
of costed 13F value

Estimated cost covers 17.1% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shareholder Targets

13F filers that own its peers but not XYZ, quarter ended Jun 30, 2024

XYZ has no holder-overlap peers, so these filers hold the largest Technology stocks: MSFT, AAPL, NVDA, AVGO, ADBE, CRM, AMD, QCOM, ORCL, TXN, AMAT, INTU, TSM, ACN, CSCO, NOW, APH, UBER, LRCX, MU. 4,942 filers in all.

# Filer In peers
1 Capital International Investors Adviser, Diversified active $103,177,386,591 17 held
2 Capital Research Global Investors Adviser, Diversified active $102,615,247,793 16 held
3 Berkshire Hathaway Inc Insurer, Concentrated $84,247,999,998 1 held
4 JENNISON ASSOCIATES LLC Registered adviser, Diversified active $48,836,301,296 17 held
5 PRIMECAP MANAGEMENT CO/CA/ Registered adviser, Diversified active $23,961,246,077 14 held
6 GQG Partners LLC Registered adviser, Diversified active $22,747,331,603 11 held
7 Sanders Capital, LLC Registered adviser, Concentrated $16,988,251,564 3 held
8 GATES FOUNDATION TRUST Unknown, Concentrated $15,593,905,379 1 held
9 T. Rowe Price Investment Management, Inc. Adviser, Diversified active $14,049,505,199 12 held
10 PARNASSUS INVESTMENTS, LLC Registered adviser, Diversified active $13,629,132,866 13 held

Fund Ownership of XYZ by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 18.23% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 4.02% 24,144,403
Index ETFs 14.21% 85,357,054
Active ETFs 1.28% 7,672,756
Active funds 6.40% 38,439,844
Unclassified 3.92% 23,572,329
All registered funds 29.82% 179,186,386
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 611 Exempt adviser 12 Adviser 18 Bank 39 Insurer 5 Broker-dealer 3 Registered fund 1 Benefit plan 9 Non-US 15 Holding company 13 Unknown 371
Showing 100 of 1,167
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
BlackRock, Inc. $3,159,550,356 8.92% 41,573,031
PRICE T ROWE ASSOCIATES INC /MD/ $3,019,809,080 8.52% 39,734,330
VANGUARD CAPITAL MANAGEMENT LLC $2,655,993,584 7.50% 34,947,284
VANGUARD PORTFOLIO MANAGEMENT LLC $1,894,612,056 5.35% 24,929,106
STATE STREET CORP $1,752,240,192 4.94% 23,055,792
Capital World Investors $1,626,707,648 4.59% 21,404,048
MORGAN STANLEY $1,150,175,184 3.25% 15,133,884
GEODE CAPITAL MANAGEMENT, LLC $1,081,974,000 3.05% 14,236,500
AMERIPRISE FINANCIAL INC $643,274,032 1.82% 8,464,132
Contour Asset Management LLC $626,731,948 1.77% 8,246,473
NORGES BANK $592,604,680 1.67% 7,797,430
LOOMIS SAYLES & CO L P $557,871,692 1.57% 7,340,417
CITADEL ADVISORS LLC $448,486,108 1.27% 5,901,133
GOLDMAN SACHS GROUP INC $441,265,880 1.25% 5,806,130
BANK OF AMERICA CORP /DE/ $436,734,076 1.23% 5,746,501
SANDS CAPITAL MANAGEMENT, LLC $428,070,380 1.21% 5,632,505
Invesco Ltd. $379,755,508 1.07% 4,996,783
WELLINGTON MANAGEMENT GROUP LLP $354,631,580 1.00% 4,666,205
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $350,182,084 0.99% 4,607,659
TIGER GLOBAL MANAGEMENT LLC $347,776,532 0.98% 4,576,007
NORTHERN TRUST CORP $345,982,476 0.98% 4,552,401
CITADEL ADVISORS LLC $342,038,000 0.97% 4,500,500
Point72 Asset Management, L.P. $339,743,256 0.96% 4,470,306
JPMORGAN CHASE & CO $313,935,480 0.89% 4,130,730
Legal & General Group Plc $267,689,936 0.76% 3,522,236
DIMENSIONAL FUND ADVISORS LP $249,673,452 0.70% 3,285,177
SUSQUEHANNA INTERNATIONAL GROUP, LLP $241,148,000 0.68% 3,173,000
ARK Investment Management LLC $235,445,948 0.66% 3,097,973
PointState Capital LP $235,181,468 0.66% 3,094,493
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $229,863,824 0.65% 3,024,524
VANGUARD FIDUCIARY TRUST CO $228,298,376 0.64% 3,003,926
BAILLIE GIFFORD & CO $219,364,576 0.62% 2,886,376
Amova Asset Management Americas, Inc. $219,184,684 0.62% 2,884,009
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $211,796,724 0.60% 2,786,799
Sumitomo Mitsui Trust Group, Inc. $205,225,536 0.58% 2,700,336
Hyperion Asset Management Ltd $203,896,904 0.58% 2,682,854
Bank of New York Mellon Corp $203,235,172 0.57% 2,674,147
Third Point LLC $194,479,668 0.55% 2,558,943
SUSQUEHANNA INTERNATIONAL GROUP, LLP $190,942,400 0.54% 2,512,400
FMR LLC $186,421,768 0.53% 2,452,918
BARCLAYS PLC $175,741,792 0.50% 2,312,392
UBS Group AG $159,019,284 0.45% 2,092,359
JANE STREET GROUP, LLC $149,575,600 0.42% 1,968,100
BNP PARIBAS ARBITRAGE, SA $146,027,616 0.41% 1,921,416
JANE STREET GROUP, LLC $141,565,200 0.40% 1,862,700
Clearbridge Investments, LLC $140,719,168 0.40% 1,851,568
Amundi $123,699,804 0.35% 1,627,629
Robeco Institutional Asset Management B.V. $118,602,180 0.33% 1,560,555
FIL Ltd $118,530,436 0.33% 1,559,611
ROYAL BANK OF CANADA $118,238,900 0.33% 1,555,775
Swiss National Bank $109,788,536 0.31% 1,444,586
Nuveen, LLC $104,134,592 0.29% 1,370,192
Quantinno Capital Management LP $102,124,544 0.29% 1,343,744
CITADEL ADVISORS LLC $101,771,600 0.29% 1,339,100
DEUTSCHE BANK AG\ $101,756,628 0.29% 1,338,903
HSBC HOLDINGS PLC $100,438,788 0.28% 1,321,563
Mitsubishi UFJ Asset Management Co., Ltd. $97,963,696 0.28% 1,288,996
Carmignac Gestion $97,813,976 0.28% 1,287,026
AMERICAN CENTURY COMPANIES INC $91,930,968 0.26% 1,209,618
VAN ECK ASSOCIATES CORP $91,014,560 0.26% 1,197,560
GLENVIEW CAPITAL MANAGEMENT, LLC $90,975,496 0.26% 1,197,046
Vanguard Global Advisers, LLC $88,297,104 0.25% 1,161,804
PANAGORA ASSET MANAGEMENT INC $82,726,760 0.23% 1,088,510
Azora Capital LP $80,496,160 0.23% 1,059,160
RHUMBLINE ADVISERS $77,751,724 0.22% 1,023,049
a16z Capital Management, L.L.C. $77,268,972 0.22% 1,016,697
Assenagon Asset Management S.A. $76,804,290 0.22% 1,044,530
SC US (TTGP), LTD. $75,299,128 0.21% 990,778
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $73,160,336 0.21% 962,636
VANGUARD ASSET MANAGEMENT, Ltd $72,886,812 0.21% 959,037
CANADA PENSION PLAN INVESTMENT BOARD $72,203,040 0.20% 950,040
California Public Employees Retirement System $72,201,064 0.20% 950,014
National Pension Service $71,209,796 0.20% 936,971
AQR CAPITAL MANAGEMENT LLC $69,153,236 0.20% 909,911
SUMITOMO MITSUI FINANCIAL GROUP, INC. $69,108,320 0.20% 909,320
WELLS FARGO & COMPANY/MN $68,628,912 0.19% 903,012
RAYMOND JAMES FINANCIAL INC $67,629,208 0.19% 889,858
CITIGROUP INC $59,681,736 0.17% 785,286
LOS ANGELES CAPITAL MANAGEMENT LLC $59,660,836 0.17% 785,011
JANE STREET GROUP, LLC $57,576,080 0.16% 757,580
Russell Investments Group, Ltd. $56,772,000 0.16% 747,000
Schonfeld Strategic Advisors LLC $55,075,148 0.16% 724,673
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $54,852,088 0.15% 721,738
MILLENNIUM MANAGEMENT LLC $54,347,600 0.15% 715,100
Meridiem Capital Partners LP $52,262,312 0.15% 687,662
Point72 Asset Management, L.P. $51,178,400 0.14% 673,400
Woodson Capital Management, LP $50,920,000 0.14% 670,000
Tidal Investments LLC $50,236,000 0.14% 661,000
Rockefeller Capital Management L.P. $46,374,212 0.13% 610,187
Zurcher Kantonalbank (Zurich Cantonalbank) $46,114,216 0.13% 606,766
MILLENNIUM MANAGEMENT LLC $45,638,000 0.13% 600,500
Danica Pension, Livsforsikringsaktieselskab $44,829,132 0.13% 589,857
PRINCIPAL FINANCIAL GROUP INC $44,666,644 0.13% 587,719
Engineers Gate Manager LP $43,427,464 0.12% 571,414
ALLIANCEBERNSTEIN L.P. $42,314,140 0.12% 556,765
Nan Shan Life Insurance Co., Ltd. $41,922,740 0.12% 551,615
BARCLAYS PLC $38,760,000 0.11% 510,000
UBS Group AG $38,250,800 0.11% 503,300
Evergreen Quality Fund GP, Ltd. $37,992,628 0.11% 499,903
CANADA LIFE ASSURANCE Co $37,955,844 0.11% 499,419

Showing the top 100 of 1,167 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 1512673 CUSIP 852234103 13F (30d) 160 filings 143 filers Visit website Investor relations