IBP — INSTALLED BLDG PRODS INC
Reported value held$3.22B
Funds holding (latest)53
SectorConsumer Discretionary
Funds holding (Q2 2026)40
Institutional value$2.53B · 12.15M sh
New / Add / Cut / Exit3 / 19 / 16 / 5
Top-5 / Top-10 concentration64.9% / 78.3%
Institutional holdings change
Accumulating +12.2%
(+1.32M sh)
Institutional value change
Up +1.3%
As of Q2 2026, 40 SEC-registered investment managers reported holding IBP (INSTALLED BLDG PRODS INC) in their latest 13F filings, with a combined reported value of $2.53B across 12.15M shares. That is +12.2% by share count (+1.32M shares) versus the previous quarter, while reported value moved +1.3%. Ownership is concentrated: the five largest holders account for 64.9% of reported value and the top ten for 78.3%.
Compared with the prior quarter, 3 opened new positions, 19 added to existing stakes, 16 trimmed, 5 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
IBP is classified in the Consumer Discretionary 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 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.59M | $1.06B | 0.02% | Add |
| Geode Capital Management history | 747.36K | $171.80M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 689.95K | $158.58M | 0.01% | Add |
| Morgan Stanley history | 636.76K | $146.35M | 0.01% | Reduce |
| Fidelity International (FIL) history | 473.12K | $108.74M | 0.08% | Add |
| Charles Schwab Investment Management history | 358.29K | $82.35M | 0.01% | Add |
| Northern Trust Corp history | 311.57K | $71.61M | 0.01% | Add |
| Goldman Sachs Group history | 293.23K | $67.40M | 0.02% | Reduce |
| Bank of America Corp history | 271.57K | $62.42M | 0.00% | Reduce |
| Norges Bank Investment Management history | 234.39K | $53.87M | 0.01% | Add |
| Invesco Ltd history | 227.77K | $52.35M | 0.00% | Reduce |
| Capital Research Global Investors history | 208.92K | $48.02M | 0.01% | Add |
| Baron Funds history | 198.31K | $45.58M | 0.11% | Hold |
| Wells Fargo & Co history | 193.43K | $44.46M | 0.01% | Reduce |
| Citigroup Inc history | 190.13K | $43.70M | 0.01% | Add |
| PSP Investments history | 166.37K | $38.24M | 0.10% | Add |
| BNY Mellon history | 164.34K | $37.77M | 0.01% | Add |
| Capital World Investors history | 130.63K | $30.03M | 0.00% | Add |
| Principal Global Investors history | 129.56K | $29.78M | 0.01% | Add |
| Franklin Resources history | 128.39K | $29.51M | 0.01% | Reduce |
| First Eagle Investment Management history | 127.56K | $29.32M | 0.05% | Add |
| UBS Group AG history | 102.06K | $23.46M | 0.01% | Reduce |
| MFS Investment Management history | 96.71K | $22.23M | 0.01% | New |
| Deutsche Bank AG history | 84.15K | $19.34M | 0.01% | Add |
| Legal & General Investment Management America history | 53.54K | $12.31M | 0.00% | Hold |
| JPMorgan Chase & Co history | 39.10K | $9.14M | 0.00% | New |
| Wellington Management Group history | 31.25K | $7.18M | 0.00% | Add |
| Prudential Financial history | 23.56K | $5.41M | 0.01% | Add |
| D. E. Shaw & Co history | 23.38K | $5.37M | 0.00% | Reduce |
| Royce & Associates history | 19.11K | $4.39M | 0.04% | Reduce |
| Manulife Financial history | 11.90K | $2.73M | 0.00% | Add |
| AQR Capital Management history | 11.08K | $2.55M | 0.00% | Add |
| Amundi US history | 4.57K | $1.05M | 0.00% | Reduce |
| Two Sigma Investments history | 3.68K | $845.81K | 0.00% | Reduce |
| Citadel Advisors history | 3.10K | $712.50K | 0.00% | Reduce |
| PNC Financial Services history | 2.91K | $668.70K | 0.00% | Reduce |
| Millennium Management history | 2.73K | $627.23K | 0.00% | New |
| Bridgewater Associates history | 2.62K | $603.10K | 0.00% | Reduce |
| CPP Investments history | 2.28K | $524.03K | 0.00% | Reduce |
| T. Rowe Price Associates history | 1.16M | $267.02K | 0.03% | Reduce |
Q1 2026 — 41 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.76M | $996.51M | 0.02% | Add |
| Geode Capital Management history | 681.55K | $180.74M | 0.01% | Add |
| Morgan Stanley history | 652.04K | $172.89M | 0.01% | Reduce |
| Goldman Sachs Group history | 395.27K | $104.80M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 353.27K | $93.67M | 0.01% | Add |
| Charles Schwab Investment Management history | 352.81K | $93.55M | 0.01% | Add |
| Invesco Ltd history | 309.03K | $81.94M | 0.01% | Add |
| Bank of America Corp history | 298.73K | $79.21M | 0.01% | Add |
| Northern Trust Corp history | 296.38K | $78.58M | 0.01% | Reduce |
| Franklin Resources history | 229.49K | $60.85M | 0.01% | Reduce |
| Baron Funds history | 198.22K | $52.56M | 0.16% | Reduce |
| Wells Fargo & Co history | 195.47K | $51.83M | 0.01% | Reduce |
| Capital Research Global Investors history | 178.63K | $47.36M | 0.01% | Hold |
| Fidelity International (FIL) history | 167.00K | $44.28M | 0.03% | Reduce |
| UBS Group AG history | 159.44K | $42.27M | 0.01% | Reduce |
| BNY Mellon history | 156.87K | $41.59M | 0.01% | Reduce |
| Principal Global Investors history | 128.66K | $34.11M | 0.02% | Reduce |
| Capital World Investors history | 127.07K | $33.69M | 0.01% | Reduce |
| Citigroup Inc history | 120.02K | $31.82M | 0.01% | Add |
| PSP Investments history | 81.02K | $21.48M | 0.07% | Add |
| Deutsche Bank AG history | 80.05K | $21.23M | 0.01% | Add |
| First Eagle Investment Management history | 63.84K | $16.93M | 0.02% | Add |
| Royce & Associates history | 58.93K | $15.63M | 0.15% | Reduce |
| Citadel Advisors history | 55.62K | $14.75M | 0.00% | Add |
| Legal & General Investment Management America history | 53.56K | $14.20M | 0.00% | Reduce |
| Janus Henderson Group history | 48.17K | $12.78M | 0.01% | Add |
| D. E. Shaw & Co history | 46.05K | $12.21M | 0.01% | Add |
| Wellington Management Group history | 28.47K | $7.55M | 0.00% | Reduce |
| Two Sigma Investments history | 25.48K | $6.76M | 0.01% | Add |
| Prudential Financial history | 23.27K | $6.17M | 0.01% | Add |
| Renaissance Technologies history | 21.26K | $5.64M | 0.01% | Add |
| Balyasny Asset Management history | 16.97K | $4.50M | 0.01% | New |
| AQR Capital Management history | 10.85K | $2.88M | 0.00% | Add |
| Manulife Financial history | 10.54K | $2.79M | 0.00% | Reduce |
| Bridgewater Associates history | 4.79K | $1.27M | 0.01% | Reduce |
| Amundi US history | 4.74K | $1.26M | 0.00% | Add |
| CPP Investments history | 4.68K | $1.24M | 0.00% | Add |
| PNC Financial Services history | 2.96K | $783.61K | 0.00% | Hold |
| Arrowstreet Capital history | 1.97K | $522.61K | 0.00% | Reduce |
| T. Rowe Price Associates history | 1.43M | $379.17K | 0.04% | Reduce |
| Lazard Asset Management history | 1.07K | $283.71K | 0.00% | Add |
Q4 2025 — 44 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.62M | $939.07M | 0.02% | Add |
| Vanguard Group history | 2.54M | $657.83M | 0.01% | Reduce |
| Morgan Stanley history | 778.00K | $201.81M | 0.01% | Reduce |
| Geode Capital Management history | 643.60K | $166.97M | 0.01% | Reduce |
| Baron Funds history | 423.18K | $109.77M | 0.30% | Reduce |
| Goldman Sachs Group history | 355.21K | $92.14M | 0.01% | Add |
| Charles Schwab Investment Management history | 351.00K | $91.04M | 0.01% | Add |
| Northern Trust Corp history | 302.61K | $78.49M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 294.43K | $76.37M | 0.00% | Reduce |
| Franklin Resources history | 271.19K | $70.34M | 0.02% | Hold |
| Fidelity International (FIL) history | 253.93K | $65.87M | 0.05% | Reduce |
| Capital World Investors history | 227.02K | $58.89M | 0.01% | Reduce |
| Wells Fargo & Co history | 217.31K | $56.37M | 0.01% | Add |
| Bank of America Corp history | 196.76K | $51.04M | 0.00% | Add |
| UBS Group AG history | 189.58K | $49.18M | 0.01% | Reduce |
| Capital Research Global Investors history | 178.63K | $46.34M | 0.01% | Hold |
| BNY Mellon history | 160.87K | $41.73M | 0.01% | Reduce |
| Royce & Associates history | 154.00K | $39.95M | 0.41% | Reduce |
| Principal Global Investors history | 134.46K | $34.88M | 0.02% | Add |
| Norges Bank Investment Management history | 124.75K | $32.36M | 0.00% | Add |
| Invesco Ltd history | 113.50K | $29.44M | 0.01% | Reduce |
| Citigroup Inc history | 109.97K | $28.53M | 0.01% | Add |
| JPMorgan Chase & Co history | 78.72K | $20.42M | 0.00% | Add |
| PSP Investments history | 78.40K | $20.34M | 0.07% | Reduce |
| Deutsche Bank AG history | 78.26K | $20.30M | 0.01% | Add |
| First Eagle Investment Management history | 60.99K | $15.82M | 0.03% | Hold |
| Legal & General Investment Management America history | 59.21K | $15.36M | 0.00% | Reduce |
| Wellington Management Group history | 52.06K | $13.50M | 0.00% | Reduce |
| Janus Henderson Group history | 43.94K | $11.40M | 0.01% | Reduce |
| Citadel Advisors history | 32.27K | $8.37M | 0.00% | Reduce |
| Two Sigma Investments history | 22.70K | $5.89M | 0.01% | Hold |
| Prudential Financial history | 21.26K | $5.51M | 0.01% | Reduce |
| Arrowstreet Capital history | 20.50K | $5.32M | 0.00% | New |
| Renaissance Technologies history | 17.62K | $4.57M | 0.01% | New |
| Millennium Management history | 11.58K | $3.00M | 0.00% | Reduce |
| Manulife Financial history | 11.55K | $3.00M | 0.00% | Reduce |
| Bridgewater Associates history | 9.78K | $2.54M | 0.01% | Add |
| D. E. Shaw & Co history | 9.51K | $2.47M | 0.00% | New |
| AQR Capital Management history | 6.79K | $1.76M | 0.00% | Add |
| Amundi US history | 3.84K | $996.84K | 0.00% | Reduce |
| CPP Investments history | 3.32K | $861.17K | 0.00% | Add |
| PNC Financial Services history | 2.95K | $764.96K | 0.00% | Reduce |
| T. Rowe Price Associates history | 1.55M | $402.36K | 0.04% | Add |
| Lazard Asset Management history | 1.02K | $264.32K | 0.00% | Hold |
Q3 2025 — 41 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.59M | $885.24M | 0.02% | Add |
| Vanguard Group history | 2.58M | $636.56M | 0.01% | Reduce |
| Morgan Stanley history | 855.01K | $210.90M | 0.01% | Add |
| Geode Capital Management history | 648.30K | $159.93M | 0.01% | Add |
| Baron Funds history | 458.18K | $113.02M | 0.30% | Reduce |
| Fidelity Management & Research (FMR) history | 437.20K | $107.84M | 0.01% | Reduce |
| UBS Group AG history | 358.78K | $88.50M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 345.61K | $85.25M | 0.01% | Add |
| Northern Trust Corp history | 316.32K | $78.02M | 0.01% | Hold |
| Fidelity International (FIL) history | 306.64K | $75.64M | 0.06% | Reduce |
| Franklin Resources history | 270.12K | $66.63M | 0.02% | Add |
| Royce & Associates history | 262.33K | $64.71M | 0.65% | Reduce |
| Capital World Investors history | 252.48K | $62.28M | 0.01% | Reduce |
| Goldman Sachs Group history | 232.65K | $57.39M | 0.01% | Add |
| BNY Mellon history | 185.45K | $45.74M | 0.01% | Reduce |
| Wells Fargo & Co history | 185.00K | $45.63M | 0.01% | Add |
| Capital Research Global Investors history | 178.63K | $44.06M | 0.01% | Reduce |
| Invesco Ltd history | 132.28K | $32.63M | 0.01% | Add |
| Principal Global Investors history | 127.41K | $31.43M | 0.02% | Hold |
| Bank of America Corp history | 115.65K | $28.53M | 0.00% | Add |
| PSP Investments history | 89.05K | $21.97M | 0.08% | Add |
| Citigroup Inc history | 86.09K | $21.23M | 0.01% | Add |
| Janus Henderson Group history | 83.39K | $20.57M | 0.01% | Add |
| Deutsche Bank AG history | 75.63K | $18.65M | 0.01% | Add |
| Legal & General Investment Management America history | 67.09K | $16.55M | 0.00% | Reduce |
| First Eagle Investment Management history | 61.29K | $15.12M | 0.03% | Reduce |
| Wellington Management Group history | 60.48K | $14.92M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 60.36K | $14.89M | 0.00% | Add |
| Citadel Advisors history | 54.55K | $13.45M | 0.00% | Add |
| Balyasny Asset Management history | 26.00K | $6.41M | 0.01% | New |
| Millennium Management history | 25.51K | $6.29M | 0.00% | Add |
| Prudential Financial history | 23.01K | $5.68M | 0.01% | Reduce |
| Two Sigma Investments history | 22.70K | $5.60M | 0.01% | Reduce |
| Manulife Financial history | 12.11K | $2.99M | 0.00% | Reduce |
| AQR Capital Management history | 5.17K | $1.28M | 0.00% | Add |
| Amundi US history | 4.07K | $974.45K | 0.00% | Add |
| PNC Financial Services history | 3.20K | $788.33K | 0.00% | Add |
| Bridgewater Associates history | 2.72K | $670.91K | 0.00% | New |
| CPP Investments history | 1.50K | $369.99K | 0.00% | Add |
| T. Rowe Price Associates history | 1.22M | $301.53K | 0.03% | Add |
| Lazard Asset Management history | 1.02K | $251.35K | 0.00% | New |
Q2 2025 — 51 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.56M | $641.17M | 0.01% | Reduce |
| BlackRock Inc history | 3.56M | $641.17M | 0.01% | Reduce |
| Vanguard Group history | 2.62M | $472.47M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 1.16M | $208.81M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 1.16M | $208.81M | 0.01% | Add |
| Fidelity International (FIL) history | 725.74K | $130.86M | 0.11% | Add |
| Fidelity International (FIL) history | 725.74K | $130.86M | 0.11% | Add |
| Geode Capital Management history | 639.03K | $115.24M | 0.01% | Reduce |
| UBS Group AG history | 627.74K | $113.19M | 0.02% | Add |
| Morgan Stanley history | 583.40K | $105.20M | 0.01% | Reduce |
| Morgan Stanley history | 583.40K | $105.20M | 0.01% | Reduce |
| Baron Funds history | 481.04K | $86.74M | 0.24% | Add |
| Royce & Associates history | 370.63K | $66.83M | 0.69% | Add |
| Capital World Investors history | 332.49K | $59.96M | 0.01% | Add |
| Northern Trust Corp history | 315.55K | $56.90M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 288.95K | $52.10M | 0.01% | Add |
| Franklin Resources history | 238.08K | $42.93M | 0.01% | Add |
| Goldman Sachs Group history | 228.27K | $41.16M | 0.01% | Add |
| Goldman Sachs Group history | 228.27K | $41.16M | 0.01% | Add |
| Capital Research Global Investors history | 199.35K | $35.95M | 0.01% | Reduce |
| BNY Mellon history | 194.02K | $34.99M | 0.01% | Reduce |
| Principal Global Investors history | 127.51K | $22.99M | 0.01% | Reduce |
| Wellington Management Group history | 111.58K | $20.12M | 0.00% | Add |
| Two Sigma Investments history | 110.51K | $19.93M | 0.04% | Reduce |
| Two Sigma Investments history | 110.51K | $19.93M | 0.04% | Reduce |
| Invesco Ltd history | 97.35K | $17.55M | 0.00% | Reduce |
| PSP Investments history | 77.70K | $14.01M | 0.06% | Add |
| Bank of America Corp history | 76.24K | $13.75M | 0.00% | Add |
| Deutsche Bank AG history | 73.31K | $13.22M | 0.01% | Reduce |
| Deutsche Bank AG history | 73.31K | $13.22M | 0.01% | Reduce |
| Legal & General Investment Management America history | 70.10K | $12.64M | 0.00% | Add |
| First Eagle Investment Management history | 68.08K | $12.28M | 0.02% | Reduce |
| Norges Bank Investment Management history | 57.59K | $10.39M | 0.00% | Reduce |
| Norges Bank Investment Management history | 57.59K | $10.39M | 0.00% | Reduce |
| Citigroup Inc history | 47.26K | $8.52M | 0.00% | Reduce |
| Wells Fargo & Co history | 33.04K | $5.96M | 0.00% | Add |
| JPMorgan Chase & Co history | 31.30K | $5.64M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 31.30K | $5.64M | 0.00% | Reduce |
| Prudential Financial history | 23.80K | $4.73M | 0.01% | Add |
| Citadel Advisors history | 14.30K | $2.58M | 0.00% | Reduce |
| Citadel Advisors history | 14.30K | $2.58M | 0.00% | Reduce |
| Manulife Financial history | 12.88K | $2.32M | 0.00% | Reduce |
| Janus Henderson Group history | 9.57K | $1.73M | 0.00% | Reduce |
| AQR Capital Management history | 4.37K | $787.49K | 0.00% | Reduce |
| Polen Capital Management history | 4.33K | $781.69K | 0.00% | Reduce |
| Amundi US history | 3.76K | $735.47K | 0.00% | Reduce |
| PNC Financial Services history | 2.82K | $509.19K | 0.00% | Reduce |
| Millennium Management history | 2.23K | $401.57K | 0.00% | Reduce |
| T. Rowe Price Associates history | 978.67K | $176.47K | 0.02% | Add |
| CPP Investments history | 800 | $144.26K | 0.00% | New |
| CPP Investments history | 800 | $144.26K | 0.00% | New |
Q1 2025 — 53 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.77M | $647.19M | 0.01% | Reduce |
| BlackRock Inc history | 3.77M | $647.19M | 0.01% | Reduce |
| Vanguard Group history | 2.67M | $458.02M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 1.12M | $192.34M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 1.12M | $192.34M | 0.01% | Add |
| Morgan Stanley history | 653.89K | $112.12M | 0.01% | Add |
| Morgan Stanley history | 653.89K | $112.12M | 0.01% | Add |
| Geode Capital Management history | 646.78K | $110.92M | 0.01% | Add |
| Fidelity International (FIL) history | 495.02K | $84.88M | 0.08% | Reduce |
| Fidelity International (FIL) history | 495.02K | $84.88M | 0.08% | Reduce |
| Capital Research Global Investors history | 493.15K | $84.56M | 0.02% | Add |
| Baron Funds history | 443.44K | $76.03M | 0.22% | Reduce |
| Northern Trust Corp history | 320.86K | $55.01M | 0.01% | Add |
| Capital World Investors history | 310.71K | $53.27M | 0.01% | Add |
| Charles Schwab Investment Management history | 287.19K | $49.24M | 0.01% | Add |
| Royce & Associates history | 240.41K | $41.22M | 0.45% | Add |
| Goldman Sachs Group history | 210.18K | $36.04M | 0.01% | Reduce |
| Goldman Sachs Group history | 210.18K | $36.04M | 0.01% | Reduce |
| BNY Mellon history | 203.34K | $34.86M | 0.01% | Reduce |
| Franklin Resources history | 199.49K | $34.20M | 0.01% | Reduce |
| UBS Group AG history | 138.45K | $23.74M | 0.00% | Add |
| Principal Global Investors history | 130.19K | $22.32M | 0.01% | Add |
| Invesco Ltd history | 118.77K | $20.36M | 0.00% | Reduce |
| Two Sigma Investments history | 114.84K | $19.69M | 0.04% | Add |
| Two Sigma Investments history | 114.84K | $19.69M | 0.04% | Add |
| Wellington Management Group history | 110.16K | $18.89M | 0.00% | Reduce |
| Millennium Management history | 80.33K | $13.77M | 0.01% | Reduce |
| Deutsche Bank AG history | 77.50K | $13.29M | 0.01% | Reduce |
| Deutsche Bank AG history | 77.50K | $13.29M | 0.01% | Reduce |
| PSP Investments history | 73.66K | $12.63M | 0.05% | Add |
| First Eagle Investment Management history | 70.03K | $12.01M | 0.03% | Add |
| Legal & General Investment Management America history | 69.22K | $11.87M | 0.00% | Reduce |
| Bank of America Corp history | 67.85K | $11.63M | 0.00% | Add |
| Citigroup Inc history | 57.19K | $9.81M | 0.01% | Add |
| Renaissance Technologies history | 57.00K | $9.77M | 0.01% | Add |
| Renaissance Technologies history | 57.00K | $9.77M | 0.01% | Add |
| Citadel Advisors history | 44.59K | $7.64M | 0.00% | Reduce |
| Citadel Advisors history | 44.59K | $7.64M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 39.32K | $6.74M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 39.32K | $6.74M | 0.00% | Reduce |
| Baillie Gifford & Co history | 36.48K | $6.26M | 0.01% | Reduce |
| Baillie Gifford & Co history | 36.48K | $6.26M | 0.01% | Reduce |
| Wells Fargo & Co history | 29.03K | $4.98M | 0.00% | Add |
| Prudential Financial history | 22.78K | $4.55M | 0.01% | Reduce |
| Marshall Wace history | 18.64K | $3.20M | 0.00% | New |
| Janus Henderson Group history | 15.93K | $2.72M | 0.00% | Add |
| Polen Capital Management history | 15.65K | $2.68M | 0.01% | Reduce |
| Manulife Financial history | 13.77K | $2.36M | 0.00% | Add |
| Amundi US history | 9.31K | $1.52M | 0.00% | Reduce |
| AQR Capital Management history | 8.25K | $1.41M | 0.00% | Reduce |
| PNC Financial Services history | 2.93K | $502.15K | 0.00% | Add |
| T. Rowe Price Associates history | 199.81K | $34.26K | 0.00% | Add |
| Lazard Asset Management history | 1.32K | $227 | 0.00% | Reduce |
New Positions (Q2 2026)
- MFS Investment Management 96.71K sh · $22.23M
- JPMorgan Chase & Co 39.10K sh · $9.14M
- Millennium Management 2.73K sh · $627.23K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 48.17K sh · $12.78M
- Renaissance Technologies sold 21.26K sh · $5.64M
- Balyasny Asset Management sold 16.97K sh · $4.50M
- Arrowstreet Capital sold 1.97K sh · $522.61K
- Lazard Asset Management sold 1.07K sh · $283.71K
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 | 4.59M | 3.76M | 3.62M | 3.59M | 3.56M | 3.77M | 3.96M | 4.04M | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 747.36K | 681.55K | 643.60K | 648.30K | 639.03K | 646.78K | 633.56K | 623.00K | 599.82K | 561.77K | 537.95K | 512.89K | 491.60K | 439.01K | 419.91K | 407.15K | 399.92K | 391.43K | 415.28K | 394.92K |
| Fidelity Management & Research (FMR) | 689.95K | 353.27K | 294.43K | 437.20K | 1.16M | 1.12M | 783.81K | 965.55K | 597.92K | 158.59K | 34.84K | 42.88K | 99.39K | 109.58K | 121.01K | 111.31K | 99.63K | 134.62K | 157.24K | 121.56K |
| Morgan Stanley | 636.76K | 652.04K | 778.00K | 855.01K | 583.40K | 653.89K | 603.42K | 598.78K | 404.61K | 351.63K | 264.41K | 267.09K | 291.25K | 259.57K | 188.12K | 181.16K | 289.69K | 175.07K | 168.93K | 175.79K |
| Fidelity International (FIL) | 473.12K | 167.00K | 253.93K | 306.64K | 725.74K | 495.02K | 1.04M | 911.82K | 1.11M | 855.55K | 195.54K | 29.14K | 37.18K | 47.49K | 15.80K | 12.18K | 15.83K | 22.34K | 60.27K | 97.59K |
| Charles Schwab Investment Management | 358.29K | 352.81K | 351.00K | 345.61K | 288.95K | 287.19K | 281.64K | 276.38K | 254.44K | 248.54K | 244.40K | 243.10K | 236.80K | 235.61K | 231.28K | 218.15K | 206.11K | 201.11K | 191.75K | 180.82K |
| Northern Trust Corp | 311.57K | 296.38K | 302.61K | 316.32K | 315.55K | 320.86K | 278.07K | 259.16K | 265.81K | 270.70K | 276.88K | 277.87K | 275.40K | 273.35K | 269.67K | 261.44K | 267.07K | 266.21K | 275.20K | 278.73K |
| Goldman Sachs Group | 293.23K | 395.27K | 355.21K | 232.65K | 228.27K | 210.18K | 357.01K | 359.61K | 305.69K | 244.50K | 267.70K | 273.11K | 296.56K | 358.93K | 440.03K | 414.64K | 352.56K | 428.44K | 484.74K | 363.69K |
| Bank of America Corp | 271.57K | 298.73K | 196.76K | 115.65K | 76.24K | 67.85K | 57.00K | 91.53K | 98.61K | 82.86K | 93.70K | 91.39K | 72.03K | 111.19K | 20.38K | 18.63K | 23.82K | 47.97K | 85.40K | 55.05K |
| Norges Bank Investment Management | 234.39K | — | 124.75K | — | 57.59K | — | 162.68K | — | 234.21K | — | 205.57K | — | — | — | 194.60K | — | — | — | — | — |
| Invesco Ltd | 227.77K | 309.03K | 113.50K | 132.28K | 97.35K | 118.77K | 212.22K | 363.13K | 325.61K | 428.21K | 388.63K | 359.73K | 371.41K | 126.61K | 865.15K | 1.06M | 1.01M | 1.41M | 1.40M | 1.56M |
| Capital Research Global Investors | 208.92K | 178.63K | 178.63K | 178.63K | 199.35K | 493.15K | 244.01K | 218.26K | 218.26K | 218.26K | 218.26K | 218.26K | 192.66K | 227.72K | 227.72K | 189.36K | 189.36K | 189.36K | 189.36K | 189.36K |
| Baron Funds | 198.31K | 198.22K | 423.18K | 458.18K | 481.04K | 443.44K | 458.77K | 492.29K | 661.04K | 795.18K | 915.90K | 1.01M | 1.01M | 823.21K | 1.27M | 1.42M | 1.42M | 1.40M | 1.59M | 1.71M |
| Wells Fargo & Co | 193.43K | 195.47K | 217.31K | 185.00K | 33.04K | 29.03K | 22.49K | 33.97K | 33.56K | 17.30K | 12.87K | 14.56K | 75.91K | 90.89K | 82.91K | 2.32K | 6.12K | 27.62K | 39.18K | 33.62K |
| Citigroup Inc | 190.13K | 120.02K | 109.97K | 86.09K | 47.26K | 57.19K | 50.76K | 47.23K | 30.67K | 34.14K | 24.82K | 14.80K | 36.14K | 33.73K | 27.51K | 22.56K | 22.39K | 33.21K | 33.76K | 32.03K |
| PSP Investments | 166.37K | 81.02K | 78.40K | 89.05K | 77.70K | 73.66K | 57.90K | 49.42K | 51.62K | 48.05K | 48.94K | 29.15K | 41.34K | 41.25K | 42.67K | 43.21K | 42.84K | 43.81K | 47.80K | 47.41K |
| BNY Mellon | 164.34K | 156.87K | 160.87K | 185.45K | 194.02K | 203.34K | 205.28K | 200.64K | 226.43K | 221.49K | 234.16K | 269.87K | 275.25K | 282.72K | 287.52K | 256.55K | 246.61K | 257.20K | 256.61K | 226.27K |
| Capital World Investors | 130.63K | 127.07K | 227.02K | 252.48K | 332.49K | 310.71K | 163.24K | 163.24K | 180.08K | 246.50K | 332.00K | 332.00K | 332.00K | 332.00K | 276.00K | — | — | — | — | — |
| Principal Global Investors | 129.56K | 128.66K | 134.46K | 127.41K | 127.51K | 130.19K | 126.87K | 122.41K | 125.38K | 129.79K | 128.32K | 130.42K | 135.39K | 143.87K | 147.14K | 146.19K | 145.36K | 159.19K | 160.26K | 164.98K |
| Franklin Resources | 128.39K | 229.49K | 271.19K | 270.12K | 238.08K | 199.49K | 200.87K | 193.77K | 171.40K | 166.21K | 12.25K | 12.11K | 12.03K | — | — | — | — | — | — | — |
▲ 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