UPST — UPSTART HLDGS INC
Reported value held$2.39B
Funds holding (latest)49
SectorFinancials
Funds holding (Q2 2026)34
Institutional value$1.03B · 29.11M sh
New / Add / Cut / Exit3 / 19 / 11 / 1
Top-5 / Top-10 concentration59.7% / 79.6%
Institutional holdings change
Reducing -14.4%
(-4.91M sh)
Institutional value change
Up +18.1%
As of Q2 2026, 34 SEC-registered investment managers reported holding UPST (UPSTART HLDGS INC) in their latest 13F filings, with a combined reported value of $1.03B across 29.11M shares. That is -14.4% by share count (-4.91M shares) versus the previous quarter, while reported value moved +18.1%. Ownership is concentrated: the five largest holders account for 59.7% of reported value and the top ten for 79.6%.
Compared with the prior quarter, 3 opened new positions, 19 added to existing stakes, 11 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
UPST 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 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 7.88M | $279.14M | 0.00% | Add |
| Morgan Stanley history | 2.41M | $85.55M | 0.01% | Reduce |
| Goldman Sachs Group history | 2.40M | $84.86M | 0.03% | Add |
| Marshall Wace history | 2.38M | $84.20M | 0.07% | Reduce |
| Geode Capital Management history | 2.23M | $78.97M | 0.00% | Add |
| Bank of America Corp history | 1.51M | $53.58M | 0.00% | Add |
| D. E. Shaw & Co history | 1.16M | $40.94M | 0.02% | Reduce |
| Citigroup Inc history | 1.14M | $40.24M | 0.01% | Add |
| Baillie Gifford & Co history | 1.08M | $38.38M | 0.04% | Reduce |
| Citadel Advisors history | 891.60K | $31.59M | 0.04% | Reduce |
| Coatue Management history | 870.95K | $30.86M | 0.07% | Hold |
| Millennium Management history | 860.45K | $30.49M | 0.01% | Add |
| Northern Trust Corp history | 785.10K | $27.82M | 0.00% | Add |
| Charles Schwab Investment Management history | 765.28K | $27.11M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 706.55K | $25.03M | 0.00% | Add |
| Balyasny Asset Management history | 646.06K | $22.89M | 0.03% | Reduce |
| BNY Mellon history | 273.25K | $9.68M | 0.00% | Add |
| Wells Fargo & Co history | 180.22K | $6.39M | 0.00% | Add |
| JPMorgan Chase & Co history | 121.45K | $4.39M | 0.00% | New |
| Invesco Ltd history | 114.82K | $4.07M | 0.00% | Add |
| AQR Capital Management history | 110.45K | $3.91M | 0.00% | Add |
| Deutsche Bank AG history | 95.55K | $3.39M | 0.00% | Add |
| Norges Bank Investment Management history | 93.96K | $3.33M | 0.00% | Reduce |
| Legal & General Investment Management America history | 73.07K | $2.59M | 0.00% | Add |
| Point72 Asset Management history | 66.40K | $2.35M | 0.01% | Reduce |
| Manulife Financial history | 43.96K | $1.56M | 0.00% | Add |
| UBS Group AG history | 35.00K | $1.24M | 0.00% | Reduce |
| CPP Investments history | 19.30K | $683.80K | 0.00% | Add |
| Two Sigma Investments history | 19.00K | $673.17K | 0.00% | Reduce |
| Prudential Financial history | 14.34K | $507.89K | 0.00% | Add |
| Amundi US history | 9.83K | $348.31K | 0.00% | New |
| Principal Global Investors history | 6.54K | $231.85K | 0.00% | New |
| PNC Financial Services history | 3.25K | $114.97K | 0.00% | Reduce |
| T. Rowe Price Associates history | 118.60K | $4.20K | 0.00% | Add |
Q1 2026 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 7.40M | $189.89M | 0.00% | Add |
| Citadel Advisors history | 4.17M | $106.97M | 0.02% | Reduce |
| Morgan Stanley history | 3.98M | $101.96M | 0.01% | Reduce |
| Marshall Wace history | 3.39M | $86.94M | 0.09% | Add |
| Geode Capital Management history | 2.12M | $54.49M | 0.00% | Add |
| D. E. Shaw & Co history | 1.65M | $42.34M | 0.03% | Reduce |
| Goldman Sachs Group history | 1.56M | $40.00M | 0.01% | Reduce |
| UBS Group AG history | 1.26M | $32.24M | 0.01% | Add |
| Baillie Gifford & Co history | 1.11M | $28.43M | 0.03% | Add |
| Balyasny Asset Management history | 997.02K | $25.57M | 0.04% | Add |
| Point72 Asset Management history | 889.86K | $22.82M | 0.03% | Add |
| Coatue Management history | 870.95K | $22.34M | 0.08% | New |
| Millennium Management history | 824.86K | $21.16M | 0.01% | Add |
| Citigroup Inc history | 806.34K | $20.68M | 0.01% | Add |
| Northern Trust Corp history | 758.89K | $19.47M | 0.00% | Add |
| Charles Schwab Investment Management history | 656.02K | $16.83M | 0.00% | Reduce |
| Bank of America Corp history | 505.98K | $12.98M | 0.00% | Reduce |
| BNY Mellon history | 267.34K | $6.86M | 0.00% | Reduce |
| Wells Fargo & Co history | 161.77K | $4.15M | 0.00% | Reduce |
| Invesco Ltd history | 107.29K | $2.75M | 0.00% | Add |
| AQR Capital Management history | 86.67K | $2.22M | 0.00% | Add |
| Deutsche Bank AG history | 80.99K | $2.08M | 0.00% | Add |
| Two Sigma Investments history | 77.79K | $2.00M | 0.00% | Add |
| Legal & General Investment Management America history | 69.69K | $1.79M | 0.00% | Reduce |
| Manulife Financial history | 41.05K | $1.05M | 0.00% | Reduce |
| Janus Henderson Group history | 24.72K | $634.00K | 0.00% | Add |
| CPP Investments history | 18.30K | $469.39K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 14.74K | $377.97K | 0.00% | Add |
| Prudential Financial history | 13.63K | $349.61K | 0.00% | Add |
| PNC Financial Services history | 3.88K | $99.65K | 0.00% | Add |
| T. Rowe Price Associates history | 97.60K | $2.50K | 0.00% | Add |
Q4 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 8.07M | $353.06M | 0.01% | Reduce |
| BlackRock Inc history | 7.09M | $309.99M | 0.01% | Add |
| Morgan Stanley history | 4.21M | $183.96M | 0.01% | Add |
| Citadel Advisors history | 4.20M | $183.59M | 0.03% | Reduce |
| Bank of America Corp history | 2.54M | $111.01M | 0.01% | Add |
| D. E. Shaw & Co history | 2.17M | $95.04M | 0.06% | Add |
| Geode Capital Management history | 2.07M | $90.47M | 0.01% | Add |
| Goldman Sachs Group history | 1.68M | $73.36M | 0.01% | Add |
| Norges Bank Investment Management history | 1.14M | $49.91M | 0.01% | Add |
| UBS Group AG history | 792.34K | $34.65M | 0.01% | Reduce |
| Baillie Gifford & Co history | 758.93K | $33.19M | 0.03% | New |
| Charles Schwab Investment Management history | 745.84K | $32.62M | 0.01% | Add |
| Northern Trust Corp history | 744.19K | $32.54M | 0.00% | Reduce |
| Citigroup Inc history | 563.64K | $24.65M | 0.01% | Add |
| Marshall Wace history | 563.57K | $24.64M | 0.02% | Add |
| Wellington Management Group history | 489.22K | $21.39M | 0.00% | Add |
| Point72 Asset Management history | 470.78K | $20.59M | 0.02% | Add |
| JPMorgan Chase & Co history | 410.61K | $17.96M | 0.00% | Reduce |
| Millennium Management history | 338.65K | $14.81M | 0.01% | Reduce |
| BNY Mellon history | 269.21K | $11.77M | 0.00% | Add |
| Balyasny Asset Management history | 228.11K | $9.98M | 0.01% | Reduce |
| Wells Fargo & Co history | 210.16K | $9.19M | 0.00% | Reduce |
| Invesco Ltd history | 90.99K | $3.98M | 0.00% | Reduce |
| Legal & General Investment Management America history | 84.25K | $3.68M | 0.00% | Reduce |
| Deutsche Bank AG history | 74.00K | $3.24M | 0.00% | Add |
| AQR Capital Management history | 60.31K | $2.64M | 0.00% | Add |
| Manulife Financial history | 43.85K | $1.92M | 0.00% | Reduce |
| Lazard Asset Management history | 23.45K | $1.03M | 0.00% | Add |
| Janus Henderson Group history | 21.48K | $939.15K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 12.00K | $524.84K | 0.00% | Reduce |
| Two Sigma Investments history | 11.80K | $516.01K | 0.00% | Reduce |
| CPP Investments history | 11.10K | $485.40K | 0.00% | Reduce |
| Prudential Financial history | 5.34K | $233.74K | 0.00% | Reduce |
| Principal Global Investors history | 5.04K | $220.18K | 0.00% | Reduce |
| PNC Financial Services history | 2.70K | $118.03K | 0.00% | Add |
| T. Rowe Price Associates history | 80.38K | $3.52K | 0.00% | Reduce |
Q3 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 8.24M | $418.63M | 0.01% | Hold |
| Citadel Advisors history | 7.32M | $372.03M | 0.06% | Add |
| BlackRock Inc history | 6.86M | $348.29M | 0.01% | Add |
| Geode Capital Management history | 2.04M | $103.74M | 0.01% | Add |
| D. E. Shaw & Co history | 1.91M | $97.22M | 0.06% | Add |
| Morgan Stanley history | 1.65M | $83.92M | 0.01% | Reduce |
| Goldman Sachs Group history | 1.61M | $82.02M | 0.01% | Add |
| Wells Fargo & Co history | 1.50M | $76.01M | 0.01% | Add |
| Bank of America Corp history | 1.15M | $58.37M | 0.00% | Reduce |
| UBS Group AG history | 930.35K | $47.26M | 0.01% | Add |
| Coatue Management history | 870.95K | $44.24M | 0.11% | Hold |
| Northern Trust Corp history | 785.31K | $39.89M | 0.01% | Hold |
| Charles Schwab Investment Management history | 741.43K | $37.66M | 0.01% | Add |
| Millennium Management history | 671.25K | $34.10M | 0.01% | Add |
| Balyasny Asset Management history | 635.06K | $32.26M | 0.04% | Add |
| Invesco Ltd history | 604.89K | $30.73M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 551.72K | $28.03M | 0.00% | Reduce |
| Citigroup Inc history | 550.14K | $27.95M | 0.01% | Add |
| Marshall Wace history | 496.08K | $25.20M | 0.03% | Add |
| Two Sigma Investments history | 277.14K | $14.08M | 0.02% | Reduce |
| Wellington Management Group history | 157.54K | $13.78M | 0.00% | New |
| Prudential Financial history | 101.69K | $5.17M | 0.01% | Add |
| Legal & General Investment Management America history | 90.69K | $4.61M | 0.00% | Reduce |
| Deutsche Bank AG history | 70.43K | $3.58M | 0.00% | Add |
| Bridgewater Associates history | 61.97K | $3.15M | 0.01% | New |
| AQR Capital Management history | 45.23K | $2.30M | 0.00% | Reduce |
| Manulife Financial history | 45.18K | $2.29M | 0.00% | Reduce |
| Point72 Asset Management history | 24.60K | $1.25M | 0.00% | Reduce |
| Janus Henderson Group history | 24.59K | $1.25M | 0.00% | Reduce |
| CPP Investments history | 23.00K | $1.17M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 13.95K | $708.69K | 0.00% | Add |
| Principal Global Investors history | 6.45K | $327.56K | 0.00% | Add |
| Lazard Asset Management history | 5.38K | $273.41K | 0.00% | Add |
| BNY Mellon history | 200.00K | $191.55K | 0.00% | Reduce |
| PNC Financial Services history | 2.54K | $128.83K | 0.00% | Add |
| T. Rowe Price Associates history | 991.43K | $50.37K | 0.01% | Add |
Q2 2025 — 47 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 8.26M | $534.20M | 0.01% | Add |
| BlackRock Inc history | 6.77M | $437.79M | 0.01% | Add |
| BlackRock Inc history | 6.77M | $437.79M | 0.01% | Add |
| Citadel Advisors history | 2.76M | $178.62M | 0.03% | Reduce |
| Citadel Advisors history | 2.76M | $178.62M | 0.03% | Reduce |
| Geode Capital Management history | 2.01M | $129.96M | 0.01% | Add |
| Morgan Stanley history | 1.67M | $108.19M | 0.01% | Add |
| Morgan Stanley history | 1.67M | $108.19M | 0.01% | Add |
| D. E. Shaw & Co history | 1.49M | $96.60M | 0.07% | Reduce |
| Goldman Sachs Group history | 1.34M | $86.71M | 0.01% | Reduce |
| Goldman Sachs Group history | 1.34M | $86.71M | 0.01% | Reduce |
| Two Sigma Investments history | 1.29M | $83.12M | 0.16% | Reduce |
| Two Sigma Investments history | 1.29M | $83.12M | 0.16% | Reduce |
| Bank of America Corp history | 1.26M | $81.22M | 0.01% | Add |
| Norges Bank Investment Management history | 1.05M | $67.78M | 0.01% | Add |
| Norges Bank Investment Management history | 1.05M | $67.78M | 0.01% | Add |
| Coatue Management history | 870.95K | $56.33M | 0.16% | Hold |
| Invesco Ltd history | 864.56K | $55.92M | 0.01% | Reduce |
| UBS Group AG history | 820.06K | $53.04M | 0.01% | Add |
| Northern Trust Corp history | 784.72K | $50.76M | 0.01% | Add |
| Charles Schwab Investment Management history | 690.12K | $44.64M | 0.01% | Add |
| JPMorgan Chase & Co history | 649.43K | $42.01M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 649.43K | $42.01M | 0.01% | Reduce |
| Balyasny Asset Management history | 552.80K | $35.76M | 0.06% | Add |
| Citigroup Inc history | 380.82K | $24.63M | 0.01% | Reduce |
| Wells Fargo & Co history | 364.19K | $23.56M | 0.01% | Add |
| Millennium Management history | 317.24K | $20.52M | 0.01% | Reduce |
| BNY Mellon history | 257.32K | $16.64M | 0.00% | Add |
| CPP Investments history | 219.10K | $14.17M | 0.01% | Add |
| CPP Investments history | 219.10K | $14.17M | 0.01% | Add |
| Moore Capital Management history | 136.00K | $8.80M | 0.11% | New |
| Marshall Wace history | 111.15K | $7.19M | 0.01% | New |
| Legal & General Investment Management America history | 93.13K | $6.02M | 0.00% | Add |
| Prudential Financial history | 89.67K | $5.80M | 0.01% | Add |
| Deutsche Bank AG history | 68.03K | $4.40M | 0.00% | Reduce |
| Deutsche Bank AG history | 68.03K | $4.40M | 0.00% | Reduce |
| AQR Capital Management history | 50.91K | $3.29M | 0.00% | Reduce |
| Manulife Financial history | 47.24K | $3.06M | 0.00% | Reduce |
| Janus Henderson Group history | 36.43K | $2.36M | 0.00% | Hold |
| Point72 Asset Management history | 34.63K | $2.24M | 0.01% | Reduce |
| Point72 Asset Management history | 34.63K | $2.24M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 11.66K | $754.34K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 11.66K | $754.34K | 0.00% | Add |
| Principal Global Investors history | 5.99K | $387.43K | 0.00% | Reduce |
| PNC Financial Services history | 2.28K | $147.73K | 0.00% | Add |
| T. Rowe Price Associates history | 70.51K | $4.56K | 0.00% | Add |
| Lazard Asset Management history | 53 | $3 | 0.00% | Reduce |
Q1 2025 — 46 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 8.01M | $368.91M | 0.01% | Add |
| BlackRock Inc history | 6.51M | $299.66M | 0.01% | Add |
| BlackRock Inc history | 6.51M | $299.66M | 0.01% | Add |
| Citadel Advisors history | 3.91M | $179.77M | 0.03% | Reduce |
| Citadel Advisors history | 3.91M | $179.77M | 0.03% | Reduce |
| Geode Capital Management history | 1.94M | $89.11M | 0.01% | Add |
| Goldman Sachs Group history | 1.90M | $87.66M | 0.01% | Reduce |
| Goldman Sachs Group history | 1.90M | $87.66M | 0.01% | Reduce |
| D. E. Shaw & Co history | 1.88M | $86.38M | 0.08% | Reduce |
| Morgan Stanley history | 1.59M | $73.08M | 0.01% | Reduce |
| Morgan Stanley history | 1.59M | $73.08M | 0.01% | Reduce |
| Two Sigma Investments history | 1.50M | $69.01M | 0.15% | Reduce |
| Two Sigma Investments history | 1.50M | $69.01M | 0.15% | Reduce |
| Renaissance Technologies history | 1.44M | $66.36M | 0.10% | Add |
| Renaissance Technologies history | 1.44M | $66.36M | 0.10% | Add |
| Invesco Ltd history | 1.27M | $58.47M | 0.01% | Add |
| Bank of America Corp history | 1.20M | $55.18M | 0.01% | Reduce |
| Coatue Management history | 870.95K | $40.09M | 0.18% | Add |
| Northern Trust Corp history | 774.81K | $35.66M | 0.01% | Reduce |
| UBS Group AG history | 757.92K | $34.89M | 0.01% | Add |
| JPMorgan Chase & Co history | 679.05K | $31.26M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 679.05K | $31.26M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 657.86K | $30.28M | 0.01% | Hold |
| Millennium Management history | 489.94K | $22.55M | 0.01% | Reduce |
| Citigroup Inc history | 470.90K | $21.68M | 0.01% | Reduce |
| BNY Mellon history | 241.21K | $11.10M | 0.00% | Reduce |
| Balyasny Asset Management history | 194.70K | $8.96M | 0.01% | Reduce |
| CPP Investments history | 172.60K | $7.94M | 0.01% | New |
| CPP Investments history | 172.60K | $7.94M | 0.01% | New |
| Principal Global Investors history | 118.69K | $5.46M | 0.00% | Add |
| AQR Capital Management history | 96.71K | $4.45M | 0.01% | Add |
| Legal & General Investment Management America history | 82.08K | $3.78M | 0.00% | Add |
| Deutsche Bank AG history | 73.82K | $3.40M | 0.00% | Reduce |
| Deutsche Bank AG history | 73.82K | $3.40M | 0.00% | Reduce |
| Wells Fargo & Co history | 73.45K | $3.38M | 0.00% | Add |
| Point72 Asset Management history | 52.11K | $2.40M | 0.01% | Reduce |
| Point72 Asset Management history | 52.11K | $2.40M | 0.01% | Reduce |
| Manulife Financial history | 47.83K | $2.20M | 0.00% | Add |
| Janus Henderson Group history | 36.43K | $1.72M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 7.67K | $353.07K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 7.67K | $353.07K | 0.00% | Add |
| Prudential Financial history | 7.37K | $339.24K | 0.00% | Reduce |
| PNC Financial Services history | 1.95K | $89.76K | 0.00% | Add |
| T. Rowe Price Associates history | 60.53K | $2.79K | 0.00% | Add |
| Amundi US history | 23 | $890 | 0.00% | Add |
| Lazard Asset Management history | 58 | $2 | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 121.45K sh · $4.39M
- Amundi US 9.83K sh · $348.31K
- Principal Global Investors 6.54K sh · $231.85K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 24.72K sh · $634.00K
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 | 7.88M | 7.40M | 7.09M | 6.86M | 6.77M | 6.51M | 6.31M | 5.79M | — | — | — | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 2.41M | 3.98M | 4.21M | 1.65M | 1.67M | 1.59M | 2.63M | 1.43M | 1.48M | 2.26M | 2.13M | 1.91M | 1.16M | 1.24M | 4.53M | 4.33M | 4.23M | 3.62M | 972.98K | 283.75K |
| Goldman Sachs Group | 2.40M | 1.56M | 1.68M | 1.61M | 1.34M | 1.90M | 7.75M | 2.24M | 1.86M | 836.19K | 1.42M | 2.14M | 2.50M | 1.74M | 1.56M | 401.95K | 997.53K | 729.26K | 103.92K | 33.40K |
| Marshall Wace | 2.38M | 3.39M | 563.57K | 496.08K | 111.15K | — | 1.06M | 265.26K | 358.46K | 457.10K | 137.20K | — | 46.99K | 119.20K | 18.18K | 33.41K | 345.49K | 1.84K | 6.57K | — |
| Geode Capital Management | 2.23M | 2.12M | 2.07M | 2.04M | 2.01M | 1.94M | 1.85M | 1.82M | 1.79M | 1.67M | 1.60M | 1.50M | 1.44M | 1.03M | 986.24K | 940.79K | 787.80K | 682.86K | 663.68K | 597.70K |
| Bank of America Corp | 1.51M | 505.98K | 2.54M | 1.15M | 1.26M | 1.20M | 1.32M | 1.29M | 2.00M | 1.04M | 3.75M | 1.59M | 1.83M | 4.13M | 3.92M | 3.80M | 4.27M | 2.01M | 207.38K | 231.93K |
| D. E. Shaw & Co | 1.16M | 1.65M | 2.17M | 1.91M | 1.49M | 1.88M | 4.64M | 3.42M | 1.44M | 3.60M | 4.00M | 3.62M | 2.93M | 128.74K | 37.50K | 802.60K | 591.71K | 818.10K | 2.24M | 938.73K |
| Citigroup Inc | 1.14M | 806.34K | 563.64K | 550.14K | 380.82K | 470.90K | 491.34K | 106.84K | 47.02K | 54.97K | 62.00K | 42.09K | 52.31K | 25.02K | 261.67K | 283.92K | 366.50K | 268.50K | 262.38K | 236.79K |
| Baillie Gifford & Co | 1.08M | 1.11M | 758.93K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | 891.60K | 4.17M | 4.20M | 7.32M | 2.76M | 3.91M | 4.43M | 3.88M | 3.12M | 4.19M | 4.74M | 4.11M | 2.65M | 3.10M | 5.08M | 5.57M | 4.57M | 3.98M | 1.68M | 1.51M |
| Coatue Management | 870.95K | 870.95K | — | 870.95K | 870.95K | 870.95K | 349.06K | 870.95K | 870.95K | 870.95K | 684.79K | 1.66M | 1.66M | 1.66M | 832.42K | 1.66M | 2.36M | — | — | — |
| Millennium Management | 860.45K | 824.86K | 338.65K | 671.25K | 317.24K | 489.94K | 793.11K | 1.20M | 262.40K | 61.70K | 328.90K | 106.65K | 21.70K | 198.24K | 37.91K | 157.56K | 127.04K | 172.90K | 240.82K | 170.52K |
| Northern Trust Corp | 785.10K | 758.89K | 744.19K | 785.31K | 784.72K | 774.81K | 782.56K | 673.39K | 648.91K | 664.08K | 711.83K | 718.75K | 710.65K | 294.14K | 292.09K | 283.01K | 419.94K | 433.24K | 342.86K | 313.21K |
| Charles Schwab Investment Management | 765.28K | 656.02K | 745.84K | 741.43K | 690.12K | 657.86K | 657.12K | 642.88K | 610.82K | 582.60K | 573.18K | 555.71K | 534.37K | 373.90K | 371.67K | 363.17K | 289.22K | 270.01K | 264.05K | 242.22K |
| Fidelity Management & Research (FMR) | 706.55K | 14.74K | 12.00K | 13.95K | 11.66K | 7.67K | 6.26K | 6.74K | 4.94K | 7.06K | 13.35K | 12.66K | 12.75K | 144.70K | 10.83K | 16.55K | 14.06K | 11.37K | 7.69K | 4.12K |
| Balyasny Asset Management | 646.06K | 997.02K | 228.11K | 635.06K | 552.80K | 194.70K | 234.70K | 289.70K | 339.83K | 261.82K | 20.46K | 8.55K | — | — | — | 847.50K | 306.90K | — | 91.50K | 50.00K |
| BNY Mellon | 273.25K | 267.34K | 269.21K | 200.00K | 257.32K | 241.21K | 274.48K | 215.59K | 272.43K | 236.22K | 259.89K | 248.09K | 247.33K | 233.06K | 230.39K | 240.76K | 239.97K | 172.12K | 143.62K | 123.67K |
| Wells Fargo & Co | 180.22K | 161.77K | 210.16K | 1.50M | 364.19K | 73.45K | 60.77K | 170.51K | 47.90K | 50.56K | 42.76K | 39.81K | 59.41K | 46.34K | 32.27K | 36.04K | 70.13K | 71.78K | 52.08K | 45.55K |
| JPMorgan Chase & Co | 121.45K | — | 410.61K | 551.72K | 649.43K | 679.05K | 723.31K | 559.20K | 109.68K | 101.78K | 186.74K | 367.80K | 335.06K | 1.32M | 73.73K | 170.60K | 325.72K | 247.76K | 84.02K | 37.67K |
| Invesco Ltd | 114.82K | 107.29K | 90.99K | 604.89K | 864.56K | 1.27M | 709.68K | 71.98K | 71.34K | 69.64K | 110.58K | 92.52K | 190.59K | 116.24K | 80.87K | 51.90K | 57.88K | 33.72K | 75.49K | 68.10K |
▲ 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