AMSF — AMERISAFE INC
Reported value held$422.89M
Funds holding (latest)41
SectorFinancials
Funds holding (Q2 2026)33
Institutional value$360.76M · 10.71M sh
New / Add / Cut / Exit2 / 20 / 9 / 2
Top-5 / Top-10 concentration65.9% / 86.9%
Institutional holdings change
Accumulating +17.0%
(+1.56M sh)
Institutional value change
Up +18.7%
As of Q2 2026, 33 SEC-registered investment managers reported holding AMSF (AMERISAFE INC) in their latest 13F filings, with a combined reported value of $360.76M across 10.71M shares. That is +17.0% by share count (+1.56M shares) versus the previous quarter, while reported value moved +18.7%. Ownership is concentrated: the five largest holders account for 65.9% of reported value and the top ten for 86.9%.
Compared with the prior quarter, 2 opened new positions, 20 added to existing stakes, 9 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
AMSF is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.61M | $122.17M | 0.00% | Add |
| Goldman Sachs Group history | 1.20M | $40.76M | 0.00% | Add |
| Charles Schwab Investment Management history | 790.95K | $26.76M | 0.00% | Add |
| Royce & Associates history | 790.08K | $26.73M | 0.21% | Add |
| Geode Capital Management history | 625.64K | $21.17M | 0.00% | Add |
| Two Sigma Investments history | 623.47K | $21.09M | 0.02% | Add |
| Bank of America Corp history | 554.39K | $18.76M | 0.00% | Reduce |
| Citadel Advisors history | 376.25K | $12.73M | 0.00% | Add |
| AQR Capital Management history | 370.28K | $12.53M | 0.00% | Add |
| Morgan Stanley history | 316.53K | $10.71M | 0.00% | Add |
| Northern Trust Corp history | 229.36K | $7.76M | 0.00% | Add |
| Renaissance Technologies history | 215.40K | $7.29M | 0.01% | Reduce |
| Invesco Ltd history | 129.01K | $4.36M | 0.00% | Hold |
| Norges Bank Investment Management history | 111.90K | $3.79M | 0.00% | New |
| BNY Mellon history | 105.90K | $3.58M | 0.00% | Add |
| Principal Global Investors history | 90.34K | $3.06M | 0.00% | Reduce |
| Arrowstreet Capital history | 73.17K | $2.48M | 0.00% | Add |
| PSP Investments history | 64.24K | $2.17M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 58.12K | $1.97M | 0.00% | Add |
| JPMorgan Chase & Co history | 54.04K | $1.82M | 0.00% | New |
| Millennium Management history | 49.50K | $1.67M | 0.00% | Reduce |
| Legal & General Investment Management America history | 45.48K | $1.54M | 0.00% | Reduce |
| UBS Group AG history | 36.52K | $1.24M | 0.00% | Reduce |
| Point72 Asset Management history | 28.03K | $948.12K | 0.00% | Add |
| Deutsche Bank AG history | 19.98K | $676.06K | 0.00% | Reduce |
| Franklin Resources history | 19.95K | $674.98K | 0.00% | Add |
| Prudential Financial history | 19.82K | $670.38K | 0.00% | Add |
| Wells Fargo & Co history | 16.55K | $560.06K | 0.00% | Add |
| Citigroup Inc history | 11.53K | $390.19K | 0.00% | Add |
| D. E. Shaw & Co history | 8.89K | $300.75K | 0.00% | Reduce |
| CPP Investments history | 7.20K | $243.58K | 0.00% | Hold |
| PNC Financial Services history | 5.25K | $177.61K | 0.00% | Add |
| T. Rowe Price Associates history | 43.07K | $1.46K | 0.00% | Add |
Q1 2026 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.27M | $109.08M | 0.00% | Hold |
| Goldman Sachs Group history | 964.66K | $32.15M | 0.00% | Add |
| Charles Schwab Investment Management history | 720.61K | $24.02M | 0.00% | Reduce |
| Royce & Associates history | 642.47K | $21.41M | 0.21% | Add |
| Bank of America Corp history | 623.70K | $20.79M | 0.00% | Add |
| Geode Capital Management history | 575.43K | $19.18M | 0.00% | Add |
| Two Sigma Investments history | 475.24K | $15.84M | 0.01% | Add |
| Citadel Advisors history | 289.08K | $9.64M | 0.00% | Add |
| Renaissance Technologies history | 261.38K | $8.71M | 0.01% | Add |
| Northern Trust Corp history | 181.32K | $6.04M | 0.00% | Hold |
| Morgan Stanley history | 177.15K | $5.90M | 0.00% | Reduce |
| Invesco Ltd history | 129.36K | $4.31M | 0.00% | Add |
| Millennium Management history | 122.80K | $4.09M | 0.00% | Reduce |
| BNY Mellon history | 100.44K | $3.35M | 0.00% | Reduce |
| Principal Global Investors history | 92.35K | $3.08M | 0.00% | Add |
| AQR Capital Management history | 76.25K | $2.54M | 0.00% | Add |
| UBS Group AG history | 71.26K | $2.37M | 0.00% | Add |
| PSP Investments history | 67.70K | $2.26M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 46.45K | $1.55M | 0.00% | Reduce |
| Legal & General Investment Management America history | 46.14K | $1.54M | 0.00% | Reduce |
| Arrowstreet Capital history | 38.09K | $1.27M | 0.00% | Add |
| Point72 Asset Management history | 26.70K | $890.01K | 0.00% | Reduce |
| D. E. Shaw & Co history | 21.62K | $720.76K | 0.00% | Reduce |
| Deutsche Bank AG history | 20.30K | $676.63K | 0.00% | Add |
| Prudential Financial history | 19.61K | $653.47K | 0.00% | Add |
| Franklin Resources history | 16.64K | $554.54K | 0.00% | Add |
| Amundi US history | 8.75K | $291.70K | 0.00% | New |
| Janus Henderson Group history | 8.44K | $281.31K | 0.00% | Hold |
| Wells Fargo & Co history | 7.74K | $257.97K | 0.00% | Reduce |
| CPP Investments history | 7.20K | $239.98K | 0.00% | Hold |
| Citigroup Inc history | 3.72K | $124.12K | 0.00% | Reduce |
| PNC Financial Services history | 1.57K | $52.36K | 0.00% | Add |
| T. Rowe Price Associates history | 34.00K | $1.13K | 0.00% | Add |
Q4 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.28M | $125.99M | 0.00% | Reduce |
| Vanguard Group history | 1.36M | $52.40M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 843.54K | $32.40M | 0.01% | Add |
| Goldman Sachs Group history | 696.10K | $26.74M | 0.00% | Add |
| Royce & Associates history | 611.37K | $23.48M | 0.24% | Add |
| Bank of America Corp history | 584.53K | $22.45M | 0.00% | Reduce |
| Geode Capital Management history | 553.01K | $21.24M | 0.00% | Reduce |
| Morgan Stanley history | 225.06K | $8.64M | 0.00% | Reduce |
| Renaissance Technologies history | 219.00K | $8.41M | 0.01% | Reduce |
| Two Sigma Investments history | 197.64K | $7.59M | 0.01% | Add |
| Millennium Management history | 193.63K | $7.44M | 0.00% | Add |
| Northern Trust Corp history | 181.26K | $6.96M | 0.00% | Reduce |
| Marshall Wace history | 164.65K | $6.32M | 0.01% | Add |
| Citadel Advisors history | 133.40K | $5.12M | 0.00% | Reduce |
| Invesco Ltd history | 117.18K | $4.50M | 0.00% | Reduce |
| BNY Mellon history | 104.61K | $4.02M | 0.00% | Reduce |
| Principal Global Investors history | 90.31K | $3.47M | 0.00% | Reduce |
| Point72 Asset Management history | 83.47K | $3.21M | 0.00% | Add |
| AQR Capital Management history | 68.26K | $2.62M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 67.49K | $2.59M | 0.00% | Add |
| PSP Investments history | 65.44K | $2.51M | 0.01% | Reduce |
| Legal & General Investment Management America history | 50.89K | $1.95M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 47.46K | $1.82M | 0.00% | Reduce |
| D. E. Shaw & Co history | 43.35K | $1.67M | 0.00% | Add |
| UBS Group AG history | 23.28K | $894.34K | 0.00% | Add |
| Wells Fargo & Co history | 21.03K | $807.79K | 0.00% | Add |
| Arrowstreet Capital history | 18.74K | $719.65K | 0.00% | New |
| Deutsche Bank AG history | 18.00K | $691.34K | 0.00% | Add |
| Prudential Financial history | 17.81K | $683.93K | 0.00% | Reduce |
| Franklin Resources history | 14.74K | $566.01K | 0.00% | Add |
| Janus Henderson Group history | 8.44K | $323.69K | 0.00% | Hold |
| Balyasny Asset Management history | 8.05K | $309.35K | 0.00% | Add |
| CPP Investments history | 7.20K | $276.55K | 0.00% | New |
| Manulife Financial history | 5.71K | $219.28K | 0.00% | Reduce |
| Citigroup Inc history | 4.09K | $157.06K | 0.00% | Reduce |
| PNC Financial Services history | 633 | $24.31K | 0.00% | Add |
| T. Rowe Price Associates history | 28.67K | $1.10K | 0.00% | Add |
Q3 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.32M | $145.34M | 0.00% | Hold |
| Vanguard Group history | 1.37M | $60.18M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 802.04K | $35.16M | 0.01% | Add |
| Bank of America Corp history | 658.68K | $28.88M | 0.00% | Add |
| Geode Capital Management history | 571.42K | $25.05M | 0.00% | Add |
| Royce & Associates history | 555.62K | $24.36M | 0.24% | Add |
| Goldman Sachs Group history | 447.99K | $19.64M | 0.00% | Add |
| Morgan Stanley history | 445.06K | $19.51M | 0.00% | Reduce |
| Renaissance Technologies history | 220.50K | $9.67M | 0.01% | Reduce |
| Northern Trust Corp history | 192.91K | $8.46M | 0.00% | Reduce |
| Millennium Management history | 191.82K | $8.41M | 0.00% | Add |
| Citadel Advisors history | 168.46K | $7.39M | 0.00% | Reduce |
| BNY Mellon history | 159.58K | $7.00M | 0.00% | Reduce |
| Two Sigma Investments history | 144.36K | $6.33M | 0.01% | Add |
| Invesco Ltd history | 122.90K | $5.39M | 0.00% | Reduce |
| AQR Capital Management history | 106.75K | $4.68M | 0.00% | Add |
| Principal Global Investors history | 91.72K | $4.02M | 0.00% | Reduce |
| PSP Investments history | 74.03K | $3.25M | 0.01% | Add |
| Marshall Wace history | 68.96K | $3.02M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 67.07K | $2.94M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 58.97K | $2.59M | 0.00% | Add |
| Legal & General Investment Management America history | 54.76K | $2.40M | 0.00% | Reduce |
| D. E. Shaw & Co history | 32.40K | $1.42M | 0.00% | Reduce |
| Lazard Asset Management history | 28.96K | $1.27M | 0.00% | New |
| Point72 Asset Management history | 28.50K | $1.25M | 0.00% | Add |
| UBS Group AG history | 21.24K | $930.99K | 0.00% | Reduce |
| Prudential Financial history | 19.23K | $843.00K | 0.00% | Reduce |
| Deutsche Bank AG history | 16.94K | $742.61K | 0.00% | Add |
| Citigroup Inc history | 16.92K | $741.73K | 0.00% | Reduce |
| Wells Fargo & Co history | 13.06K | $572.46K | 0.00% | Add |
| Franklin Resources history | 13.05K | $572.29K | 0.00% | Add |
| Janus Henderson Group history | 8.44K | $370.09K | 0.00% | Hold |
| Manulife Financial history | 6.42K | $281.63K | 0.00% | Reduce |
| Balyasny Asset Management history | 5.21K | $228.28K | 0.00% | Reduce |
| PNC Financial Services history | 162 | $7.10K | 0.00% | Reduce |
| T. Rowe Price Associates history | 21.23K | $931 | 0.00% | Add |
Q2 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.31M | $144.86M | 0.00% | Reduce |
| Vanguard Group history | 1.42M | $62.10M | 0.00% | Reduce |
| Morgan Stanley history | 876.42K | $38.33M | 0.00% | Add |
| Charles Schwab Investment Management history | 764.65K | $33.44M | 0.01% | Add |
| Bank of America Corp history | 607.92K | $26.58M | 0.00% | Add |
| Geode Capital Management history | 561.96K | $24.57M | 0.00% | Add |
| Royce & Associates history | 458.19K | $20.04M | 0.21% | Add |
| Goldman Sachs Group history | 343.79K | $15.03M | 0.00% | Add |
| Renaissance Technologies history | 225.10K | $9.84M | 0.01% | Add |
| Citadel Advisors history | 205.64K | $8.99M | 0.00% | Add |
| Northern Trust Corp history | 200.09K | $8.75M | 0.00% | Hold |
| BNY Mellon history | 171.11K | $7.48M | 0.00% | Reduce |
| Invesco Ltd history | 138.15K | $6.04M | 0.00% | Reduce |
| Principal Global Investors history | 94.42K | $4.13M | 0.00% | Reduce |
| Two Sigma Investments history | 80.57K | $3.52M | 0.01% | Add |
| Marshall Wace history | 80.32K | $3.51M | 0.00% | New |
| JPMorgan Chase & Co history | 76.82K | $3.36M | 0.00% | Reduce |
| Millennium Management history | 69.44K | $3.04M | 0.00% | Add |
| PSP Investments history | 64.83K | $2.83M | 0.01% | Add |
| AQR Capital Management history | 57.76K | $2.53M | 0.00% | Reduce |
| Legal & General Investment Management America history | 55.84K | $2.44M | 0.00% | Add |
| Norges Bank Investment Management history | 53.50K | $2.34M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 45.60K | $1.99M | 0.00% | Reduce |
| D. E. Shaw & Co history | 42.89K | $1.88M | 0.00% | Add |
| UBS Group AG history | 34.99K | $1.53M | 0.00% | Reduce |
| Citigroup Inc history | 25.28K | $1.11M | 0.00% | Reduce |
| Prudential Financial history | 19.97K | $873.24K | 0.00% | Add |
| Balyasny Asset Management history | 15.70K | $686.74K | 0.00% | Add |
| Point72 Asset Management history | 15.40K | $673.44K | 0.00% | Add |
| Deutsche Bank AG history | 14.24K | $622.85K | 0.00% | Reduce |
| Wells Fargo & Co history | 10.97K | $479.74K | 0.00% | Reduce |
| Franklin Resources history | 10.03K | $438.79K | 0.00% | Add |
| Janus Henderson Group history | 8.44K | $368.57K | 0.00% | Hold |
| Manulife Financial history | 6.92K | $302.65K | 0.00% | Add |
| PNC Financial Services history | 439 | $19.20K | 0.00% | Reduce |
| T. Rowe Price Associates history | 18.67K | $817 | 0.00% | Add |
Q1 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.42M | $179.58M | 0.00% | Reduce |
| Vanguard Group history | 1.44M | $75.86M | 0.00% | Add |
| Morgan Stanley history | 814.73K | $42.81M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 723.56K | $38.02M | 0.01% | Add |
| Geode Capital Management history | 554.54K | $29.15M | 0.00% | Add |
| Bank of America Corp history | 538.93K | $28.32M | 0.00% | Reduce |
| Royce & Associates history | 395.76K | $20.80M | 0.23% | Add |
| Goldman Sachs Group history | 217.28K | $11.42M | 0.00% | Add |
| Northern Trust Corp history | 199.71K | $10.49M | 0.00% | Reduce |
| Renaissance Technologies history | 195.80K | $10.29M | 0.02% | Add |
| BNY Mellon history | 184.60K | $9.70M | 0.00% | Reduce |
| Invesco Ltd history | 159.59K | $8.39M | 0.00% | Add |
| Citadel Advisors history | 110.54K | $5.81M | 0.00% | Add |
| Principal Global Investors history | 94.92K | $4.99M | 0.00% | Add |
| AQR Capital Management history | 83.48K | $4.39M | 0.01% | Add |
| JPMorgan Chase & Co history | 81.64K | $4.29M | 0.00% | Add |
| PSP Investments history | 60.37K | $3.17M | 0.01% | Add |
| Wells Fargo & Co history | 58.47K | $3.07M | 0.00% | Reduce |
| Legal & General Investment Management America history | 54.67K | $2.87M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 46.25K | $2.43M | 0.00% | Add |
| UBS Group AG history | 37.15K | $1.95M | 0.00% | Add |
| Millennium Management history | 31.19K | $1.64M | 0.00% | Add |
| Citigroup Inc history | 30.95K | $1.63M | 0.00% | Add |
| Two Sigma Investments history | 25.13K | $1.32M | 0.00% | Reduce |
| Prudential Financial history | 18.66K | $980.85K | 0.00% | Reduce |
| Deutsche Bank AG history | 16.84K | $884.78K | 0.00% | Reduce |
| Balyasny Asset Management history | 12.05K | $633.17K | 0.00% | Reduce |
| D. E. Shaw & Co history | 10.16K | $534.17K | 0.00% | New |
| Franklin Resources history | 9.36K | $491.61K | 0.00% | Add |
| Janus Henderson Group history | 8.44K | $443.93K | 0.00% | Hold |
| Amundi US history | 7.58K | $402.25K | 0.00% | Reduce |
| Manulife Financial history | 6.85K | $360.12K | 0.00% | Add |
| Point72 Asset Management history | 4.54K | $238.50K | 0.00% | Reduce |
| PNC Financial Services history | 1.55K | $81.66K | 0.00% | Add |
| T. Rowe Price Associates history | 17.62K | $927 | 0.00% | Add |
New Positions (Q2 2026)
- Norges Bank Investment Management 111.90K sh · $3.79M
- JPMorgan Chase & Co 54.04K sh · $1.82M
Fully Exited (vs previous quarter)
- Amundi US sold 8.75K sh · $291.70K
- Janus Henderson Group sold 8.44K sh · $281.31K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 3.61M | 3.27M | 3.28M | 3.32M | 3.31M | 3.42M | 3.53M | 3.07M | — | — | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 1.20M | 964.66K | 696.10K | 447.99K | 343.79K | 217.28K | 118.99K | 112.96K | 91.85K | 92.76K | 215.28K | 288.35K | 347.50K | 475.51K | 567.41K | 573.62K | 679.18K | 531.57K | 523.72K | 555.52K |
| Charles Schwab Investment Management | 790.95K | 720.61K | 843.54K | 802.04K | 764.65K | 723.56K | 661.79K | 640.00K | 625.89K | 619.79K | 155.65K | 152.80K | 247.21K | 250.30K | 248.56K | 247.06K | 237.28K | 222.56K | 210.18K | 200.79K |
| Royce & Associates | 790.08K | 642.47K | 611.37K | 555.62K | 458.19K | 395.76K | 305.36K | — | — | — | — | 78.96K | 137.03K | 186.64K | 211.18K | 230.18K | 281.80K | 367.28K | 381.79K | 369.81K |
| Geode Capital Management | 625.64K | 575.43K | 553.01K | 571.42K | 561.96K | 554.54K | 536.84K | 453.54K | 447.37K | 423.71K | 415.44K | 396.67K | 383.15K | 379.18K | 356.85K | 350.27K | 390.31K | 361.77K | 400.40K | 378.75K |
| Two Sigma Investments | 623.47K | 475.24K | 197.64K | 144.36K | 80.57K | 25.13K | 38.49K | 34.76K | 31.23K | 5.32K | 4.75K | 21.01K | 27.58K | 23.05K | 16.09K | 6.39K | 14.74K | — | — | 42.00K |
| Bank of America Corp | 554.39K | 623.70K | 584.53K | 658.68K | 607.92K | 538.93K | 556.80K | 631.62K | 602.21K | 313.22K | 269.35K | 341.04K | 439.40K | 549.59K | 414.57K | 511.68K | 535.82K | 581.79K | 520.91K | 565.14K |
| Citadel Advisors | 376.25K | 289.08K | 133.40K | 168.46K | 205.64K | 110.54K | 106.78K | 105.43K | 80.01K | 55.97K | — | 21.72K | — | 17.27K | 59.68K | 37.24K | 48.80K | 18.34K | 23.63K | 60.80K |
| AQR Capital Management | 370.28K | 76.25K | 68.26K | 106.75K | 57.76K | 83.48K | 79.43K | 97.12K | 83.03K | 73.23K | 67.80K | 74.47K | 76.08K | 74.50K | 50.89K | 69.38K | 54.90K | 56.44K | 57.31K | 55.60K |
| Morgan Stanley | 316.53K | 177.15K | 225.06K | 445.06K | 876.42K | 814.73K | 837.01K | 807.68K | 763.49K | 797.26K | 837.03K | 776.54K | 730.24K | 137.41K | 113.46K | 141.53K | 146.67K | 118.79K | 129.07K | 137.34K |
| Northern Trust Corp | 229.36K | 181.32K | 181.26K | 192.91K | 200.09K | 199.71K | 206.68K | 199.16K | 198.59K | 205.70K | 214.34K | 218.72K | 218.56K | 314.84K | 319.64K | 321.24K | 320.26K | 322.65K | 334.88K | 328.25K |
| Renaissance Technologies | 215.40K | 261.38K | 219.00K | 220.50K | 225.10K | 195.80K | 179.40K | 188.60K | 190.60K | 172.30K | 181.60K | 188.80K | 173.19K | 186.29K | 171.99K | 188.99K | 219.99K | 244.69K | 242.99K | 268.82K |
| Invesco Ltd | 129.01K | 129.36K | 117.18K | 122.90K | 138.15K | 159.59K | 158.47K | 168.88K | 166.97K | 160.48K | 163.49K | 154.57K | 140.00K | 152.01K | 160.47K | 179.78K | 68.51K | 223.84K | 260.69K | 251.95K |
| Norges Bank Investment Management | 111.90K | — | — | — | 53.50K | — | 55.90K | — | 27.50K | — | — | — | — | — | 14.70K | — | — | — | — | — |
| BNY Mellon | 105.90K | 100.44K | 104.61K | 159.58K | 171.11K | 184.60K | 189.14K | 274.49K | 283.31K | 279.59K | 285.80K | 211.93K | 235.27K | 228.20K | 227.00K | 231.79K | 217.81K | 225.72K | 223.71K | 242.79K |
| Principal Global Investors | 90.34K | 92.35K | 90.31K | 91.72K | 94.42K | 94.92K | 92.64K | 90.02K | 94.64K | 99.73K | 99.78K | 102.98K | 109.01K | 115.75K | 117.06K | 118.94K | 119.28K | 127.87K | 129.07K | 132.11K |
| Arrowstreet Capital | 73.17K | 38.09K | 18.74K | — | — | — | — | — | — | 50.42K | — | — | — | — | — | — | — | — | — | — |
| PSP Investments | 64.24K | 67.70K | 65.44K | 74.03K | 64.83K | 60.37K | 47.47K | 40.43K | 42.03K | 39.81K | 39.81K | 23.71K | 33.99K | 33.69K | 34.85K | 35.35K | 35.76K | 36.14K | 39.50K | 39.50K |
| Fidelity Management & Research (FMR) | 58.12K | 46.45K | 67.49K | 58.97K | 45.60K | 46.25K | 34.96K | 30.59K | 32.49K | 20.38K | 20.47K | 21.48K | 21.52K | 31.42K | 32.95K | 32.29K | 32.38K | 9.74K | 561 | 183 |
| JPMorgan Chase & Co | 54.04K | — | 47.46K | 67.07K | 76.82K | 81.64K | 80.64K | 34.73K | 29.56K | 43.20K | 39.05K | 38.99K | 44.24K | 132.10K | 29.87K | 34.67K | 26.39K | 22.94K | 36.70K | 31.79K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details