Overview Institutions Holdings

13F long positions as filed. Not full AUM, not shorts.

Form 13F-HR · 2026 Q2 · vs 2026 Q1

The quarter as an area map.

Institutions: 8,719
Holdings: 12,428
Reported value: $75T
Books moved: 8,573

Institutions by reported book

Top 150 of 8,718 filers · 77% of reported value

CutAdded· vs 2026 Q1

BlackRock$6.7T▲ +$1.0T VANGUARD CAPITAL MANAGEMENT$4.7T▲ +$637.2B STATE STREET$3.4T▲ +$474.6B FMR$2.3T▲ +$405.7B VANGUARD PORTFOLIO MANAGEMENT$2.2T▲ +$305.1B MORGAN STANLEY$1.9T▲ +$230.8B GEODE CAPITAL MANAGEMENT$1.9T▲ +$267.7B JPMORGAN CHASE$1.7T▲ +$238.7B BANK OF AMERICA /DE$1.6T▲ +$183.9B Invesco$1.3T▲ +$240.3B NORGES BANK$1.0T▲ New filer PRICE T ROWE ASSOCIATES /MD$996.9B▲ +$134.2B GOLDMAN SACHS GROUP$953.1B▲ +$192.5B NORTHERN TRUST$859.8B▲ +$103.2B Capital World Investors$846.1B▲ +$113.4B CHARLES SCHWAB INVESTMENT MANAGEMENT$751.3B Capital Research Global Investors$716.8B UBS Group$628.8B Bank of New York Mellon$609.3B ROYAL BANK OF CANADA$590.3B WELLINGTON MANAGEMENT GROUP$579.4B WELLS FARGO & /MN$574.6B DIMENSIONAL FUND ADVISORS$551.8B UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS$548.7B AMERIPRISE FINANCIAL$493.6B Capital International Investors$483.6B Legal & General Group$479.5B FRANKLIN RESOURCES$459.3B VANGUARD FIDUCIARY TRUST$454.4B LPL Financial ENVESTNET ASSET MANAGEMENT Nuveen Amundi RAYMOND JAMES FINANCIAL DEUTSCHE BANK \Fisher Asset Management BARCLAYS MASSACHUSETTS FINANCIAL SERVICES /MA ALLIANCEBERNSTEIN Berkshire Hathaway AQR CAPITAL MANAGEMENT BANK OF MONTREAL /CAN JONES FINANCIAL COMPANIES LLLP Jupiter Topco AMERICAN CENTURY COMPANIES ARROWSTREET CAPITAL, PARTNERSHIP CITIGROUP Vanguard Global Advisers HSBC HOLDINGS PRINCIPAL FINANCIAL GROUP PNC Financial Services Group Swiss National Bank Dodge & Cox BNP PARIBAS FINANCIAL MARKETS NORTHWESTERN MUTUAL WEALTH MANAGEMENT CANADA PENSION PLAN INVESTMENT BOARD Mitsubishi UFJ Asset Management California Public Employees Retirement System VICTORY CAPITAL MANAGEMENT Sumitomo Mitsui Trust Group SG Americas Securities CITADEL ADVISORS Creative Planning FIRST TRUST ADVISORS PRIMECAP MANAGEMENT /CA JENNISON ASSOCIATES VAN ECK ASSOCIATES JANE STREET GROUP National Pension Service Assenagon Asset Management D. E. Shaw &T. Rowe Price Investment Management NEUBERGER BERMAN GROUP VANGUARD ASSET MANAGEMENT STATE FARM MUTUAL AUTOMOBILE INSURANCE MILLENNIUM MANAGEMENT SCHRODER INVESTMENT MANAGEMENT GROUP FIL RHUMBLINE ADVISERS TWO SIGMA INVESTMENTS MANUFACTURERS LIFE INSURANCE DZ BANK Deutsche Zentral Genossenschafts Bank, Frankfurt am Main NORDEA INVESTMENT MANAGEMENT AB Clearbridge Investments STIFEL FINANCIAL MARSHALL WACE Swedbank AB TD Asset Management NATIONAL BANK OF CANADA /FI Russell Investments Group SEI INVESTMENTS SUSQUEHANNA INTERNATIONAL GROUP Boston Partners BAILLIE GIFFORD Cetera Investment Advisers LILLY ENDOWMENT VOYA INVESTMENT MANAGEMENT Pictet Asset Management Holding HighTower Advisors MACKENZIE FINANCIAL Sanders Capital Alphabet BNP PARIBAS ASSET MANAGEMENT Holding Focus Partners Wealth Allianz Asset Management Mariner PRUDENTIAL FINANCIAL US BANCORP \DE\Qube Research & Technologies

Position moves · vs 2026 Q1

Shares added

MUBlackRock, Inc.+1.68M sh
MUVANGUARD CAPITAL MANAGEMENT LLC+522.3K sh
AMDBlackRock, Inc.+4.73M sh
NVDABlackRock, Inc.+16.39M sh
AAPLBlackRock, Inc.+18.30M sh
AMDVANGUARD CAPITAL MANAGEMENT LLC+559.9K sh

Shares cut

MUSTATE STREET CORP-2.16M sh
INTCBlackRock, Inc.-21.07M sh
LRCXBlackRock, Inc.-124.5K sh
AMDSTATE STREET CORP-409.5K sh
MUFMR LLC-5.34M sh
SNDKBlackRock, Inc.-108.2K sh

Opened

SPCXFMR LLC$51.7B
SPCXBlackRock, Inc.$8.7B
SPCXVANGUARD CAPITAL MANAGEMENT LLC$4.5B
SPCXJPMORGAN CHASE & CO$2.6B
SPCXMORGAN STANLEY$2.3B
SPCXGEODE CAPITAL MANAGEMENT, LLC$2.3B

Exited

HONSTATE STREET CORP$7.2B
OXYGQG Partners LLC$1.2B
BRK-BGQG Partners LLC$908.9M
DDSTATE STREET CORP$856.6M
HDBGQG Partners LLC$848.3M
CMEGQG Partners LLC$775.5M

Books · vs 2026 Q1

Books up

BlackRock, Inc.+$1.0T
VANGUARD CAPITAL MANAGEMENT LLC+$637.2B
STATE STREET CORP+$474.6B
FMR LLC+$405.7B
VANGUARD PORTFOLIO MANAGEMENT LLC+$305.1B
GEODE CAPITAL MANAGEMENT, LLC+$267.7B

Books down

Rathbones Group PLC-$21.3B
Rakuten Investment Management, Inc.-$14.6B
Cantillon Capital Management LLC-$14.4B
GQG Partners LLC-$9.3B
TD Asset Management Inc-$7.8B
ALLIANCEBERNSTEIN L.P.-$6.5B

First filing

NORGES BANK$1.0T
Jupiter Topco LLC$245.4B
VY Capital Management Co. Ltd.$47.0B
Evelyn Partners Group Ltd$46.9B
Nykredit A/S$31.4B
Starlite Capital INC$9.7B

Stopped filing

JANUS HENDERSON GROUP PLC$209.4B
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B
CWM, LLC$38.0B
Pershing Square Capital Management, L.P.$13.7B
Andra AP-fonden$8.4B
Groupe la Francaise$7.1B

Shares in motion

2026 Q1 → 2026 Q2 · 8,719 books

AddedCut

Net adds

NBIS581↑ 275↓+38.2%+42.25M sh

SPYM963↑ 442↓+22.2%+223.10M sh

EEM659↑ 565↓+21.0%+220.61M sh

RVMD343↑ 187↓+14.6%+25.33M sh

IVV1989↑ 1455↓+13.6%+111.20M sh

UBS305↑ 217↓+13.3%+142.74M sh

HOOD648↑ 417↓+11.1%+58.51M sh

SMH746↑ 473↓+10.9%+5.62M sh

SNOW693↑ 469↓+10.9%+26.87M sh

Net sells

BKNG722↑ 836↓adj-9.4%−74.21M sh HOHON872↑ 1454↓adjM&A-6.9%−16.94M sh

CRM845↑ 1352↓-4.9%−35.59M sh

CNQ292↑ 258↓-4.7%−72.78M sh

DELL1052↑ 723↓-3.4%−8.30M sh

WDC922↑ 588↓-3.4%−11.21M sh

COHR668↑ 411↓-3.2%−5.32M sh

GFS216↑ 96↓-2.9%−16.32M sh

XOM1723↑ 2427↓-2.1%−56.31M sh

100 tickers in between not shown.

Share counts held out: IVV (13.6% vs 155.0% as filed), ASML (4.3% vs 4.7% as filed).

Moved by a corporate action: CTRA, HOLX.