WSFS — WSFS FINL CORP
Reported value held$2.04B
Funds holding (latest)43
SectorFinancials
Funds holding (Q2 2026)38
Institutional value$1.71B · 22.31M sh
New / Add / Cut / Exit3 / 20 / 12 / 4
Top-5 / Top-10 concentration60.0% / 75.6%
Institutional holdings change
Accumulating +12.2%
(+2.42M sh)
Institutional value change
Up +31.8%
As of Q2 2026, 38 SEC-registered investment managers reported holding WSFS (WSFS FINL CORP) in their latest 13F filings, with a combined reported value of $1.71B across 22.31M shares. That is +12.2% by share count (+2.42M shares) versus the previous quarter, while reported value moved +31.8%. Ownership is concentrated: the five largest holders account for 60.0% of reported value and the top ten for 75.6%.
Compared with the prior quarter, 3 opened new positions, 20 added to existing stakes, 12 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
WSFS 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 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 7.52M | $576.70M | 0.01% | Reduce |
| Franklin Resources history | 2.31M | $177.26M | 0.04% | Reduce |
| Geode Capital Management history | 1.57M | $120.53M | 0.01% | Add |
| Invesco Ltd history | 1.05M | $80.74M | 0.01% | Add |
| Pzena Investment Management history | 888.50K | $68.17M | 0.20% | Add |
| JPMorgan Chase & Co history | 828.40K | $63.72M | 0.01% | New |
| Charles Schwab Investment Management history | 735.19K | $56.41M | 0.01% | Add |
| Bank of America Corp history | 646.08K | $49.57M | 0.00% | Reduce |
| Norges Bank Investment Management history | 638.92K | $49.02M | 0.01% | Reduce |
| Goldman Sachs Group history | 612.40K | $46.99M | 0.01% | Add |
| Northern Trust Corp history | 607.64K | $46.62M | 0.01% | Add |
| Principal Global Investors history | 534.46K | $41.01M | 0.02% | Add |
| Manulife Financial history | 521.62K | $40.02M | 0.03% | Reduce |
| Two Sigma Investments history | 504.50K | $38.71M | 0.03% | Add |
| Morgan Stanley history | 433.57K | $33.27M | 0.00% | Add |
| BNY Mellon history | 387.35K | $29.72M | 0.01% | Hold |
| Fidelity Management & Research (FMR) history | 345.30K | $26.49M | 0.00% | Add |
| Wellington Management Group history | 307.79K | $23.62M | 0.00% | Add |
| AQR Capital Management history | 256.90K | $19.71M | 0.01% | Hold |
| Citadel Advisors history | 189.95K | $14.57M | 0.02% | Add |
| PSP Investments history | 178.78K | $13.72M | 0.04% | Reduce |
| Wells Fargo & Co history | 166.59K | $12.78M | 0.00% | Add |
| Bridgewater Associates history | 158.44K | $12.16M | 0.05% | Add |
| Legal & General Investment Management America history | 119.21K | $9.15M | 0.00% | Reduce |
| Prudential Financial history | 107.97K | $8.28M | 0.01% | Add |
| UBS Group AG history | 103.25K | $7.92M | 0.00% | Reduce |
| Point72 Asset Management history | 93.10K | $7.14M | 0.03% | New |
| Arrowstreet Capital history | 91.48K | $7.02M | 0.00% | Add |
| Millennium Management history | 72.30K | $5.55M | 0.00% | Add |
| Lazard Asset Management history | 60.60K | $4.65M | 0.01% | Add |
| Citigroup Inc history | 57.52K | $4.41M | 0.00% | Add |
| Deutsche Bank AG history | 55.46K | $4.26M | 0.00% | Add |
| CPP Investments history | 22.60K | $1.73M | 0.00% | Hold |
| PNC Financial Services history | 21.13K | $1.62M | 0.00% | Reduce |
| D. E. Shaw & Co history | 16.95K | $1.30M | 0.00% | Reduce |
| Amundi US history | 9.07K | $695.79K | 0.00% | New |
| Marshall Wace history | 6.20K | $475.73K | 0.00% | Reduce |
| T. Rowe Price Associates history | 79.41K | $6.09K | 0.00% | Reduce |
Q1 2026 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 7.65M | $500.80M | 0.01% | Reduce |
| Franklin Resources history | 2.58M | $168.57M | 0.04% | Add |
| Geode Capital Management history | 1.36M | $89.08M | 0.01% | Hold |
| Invesco Ltd history | 944.87K | $61.85M | 0.01% | Reduce |
| Pzena Investment Management history | 878.59K | $57.51M | 0.19% | Hold |
| Bank of America Corp history | 737.59K | $48.28M | 0.00% | Add |
| Charles Schwab Investment Management history | 699.18K | $45.77M | 0.01% | Hold |
| Northern Trust Corp history | 581.21K | $38.05M | 0.01% | Hold |
| Manulife Financial history | 530.17K | $34.71M | 0.03% | Reduce |
| Goldman Sachs Group history | 504.37K | $33.02M | 0.00% | Add |
| Morgan Stanley history | 430.39K | $28.17M | 0.00% | Reduce |
| Principal Global Investors history | 427.48K | $27.98M | 0.01% | Add |
| BNY Mellon history | 387.12K | $25.34M | 0.01% | Reduce |
| AQR Capital Management history | 256.88K | $16.82M | 0.01% | Add |
| Two Sigma Investments history | 253.20K | $16.57M | 0.01% | Add |
| UBS Group AG history | 248.89K | $16.29M | 0.00% | Add |
| PSP Investments history | 191.04K | $12.51M | 0.04% | Add |
| Wellington Management Group history | 145.38K | $9.52M | 0.00% | Reduce |
| Wells Fargo & Co history | 143.55K | $9.40M | 0.00% | Reduce |
| Legal & General Investment Management America history | 122.42K | $8.01M | 0.00% | Reduce |
| Citadel Advisors history | 109.33K | $7.16M | 0.00% | Add |
| Prudential Financial history | 90.83K | $5.95M | 0.01% | Add |
| Bridgewater Associates history | 89.34K | $5.85M | 0.03% | New |
| Fidelity Management & Research (FMR) history | 68.02K | $4.45M | 0.00% | Add |
| D. E. Shaw & Co history | 51.50K | $3.37M | 0.00% | Reduce |
| Citigroup Inc history | 47.35K | $3.10M | 0.00% | Reduce |
| Deutsche Bank AG history | 45.25K | $2.96M | 0.00% | Reduce |
| Millennium Management history | 41.15K | $2.69M | 0.00% | Reduce |
| Lazard Asset Management history | 26.36K | $1.73M | 0.00% | New |
| Renaissance Technologies history | 23.08K | $1.51M | 0.00% | Reduce |
| Janus Henderson Group history | 23.02K | $1.51M | 0.00% | Hold |
| CPP Investments history | 22.60K | $1.48M | 0.00% | Hold |
| PNC Financial Services history | 21.55K | $1.41M | 0.00% | Reduce |
| Arrowstreet Capital history | 17.52K | $1.15M | 0.00% | Add |
| Marshall Wace history | 10.70K | $700.42K | 0.00% | New |
| Royce & Associates history | 6.35K | $415.93K | 0.00% | Reduce |
| Balyasny Asset Management history | 3.18K | $208.10K | 0.00% | Reduce |
| T. Rowe Price Associates history | 123.94K | $8.11K | 0.00% | Reduce |
Q4 2025 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 7.88M | $435.56M | 0.01% | Reduce |
| Vanguard Group history | 5.96M | $329.04M | 0.01% | Reduce |
| Franklin Resources history | 2.47M | $136.21M | 0.03% | Add |
| Geode Capital Management history | 1.36M | $75.27M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 1.23M | $68.02M | 0.01% | Reduce |
| Invesco Ltd history | 1.07M | $58.92M | 0.01% | Add |
| Pzena Investment Management history | 876.82K | $48.44M | 0.14% | Reduce |
| Norges Bank Investment Management history | 709.50K | $39.19M | 0.00% | Add |
| Charles Schwab Investment Management history | 696.55K | $38.48M | 0.01% | Reduce |
| Bank of America Corp history | 662.30K | $36.59M | 0.00% | Reduce |
| Northern Trust Corp history | 580.56K | $32.07M | 0.00% | Reduce |
| Manulife Financial history | 547.52K | $30.25M | 0.03% | Reduce |
| Morgan Stanley history | 522.82K | $28.88M | 0.00% | Add |
| Goldman Sachs Group history | 470.19K | $25.97M | 0.00% | Add |
| BNY Mellon history | 406.11K | $22.43M | 0.00% | Reduce |
| Principal Global Investors history | 260.64K | $14.40M | 0.01% | Reduce |
| Millennium Management history | 236.14K | $13.04M | 0.01% | Reduce |
| Point72 Asset Management history | 222.04K | $12.27M | 0.01% | New |
| UBS Group AG history | 214.75K | $11.86M | 0.00% | Add |
| Wells Fargo & Co history | 191.64K | $10.59M | 0.00% | Add |
| PSP Investments history | 189.26K | $10.45M | 0.04% | Reduce |
| Wellington Management Group history | 172.64K | $9.54M | 0.00% | Reduce |
| AQR Capital Management history | 155.81K | $8.61M | 0.01% | Add |
| Legal & General Investment Management America history | 140.58K | $7.77M | 0.00% | Reduce |
| Two Sigma Investments history | 104.41K | $5.77M | 0.01% | Add |
| Prudential Financial history | 84.28K | $4.70M | 0.01% | Reduce |
| D. E. Shaw & Co history | 74.52K | $4.12M | 0.00% | Add |
| Citadel Advisors history | 56.90K | $3.14M | 0.00% | Reduce |
| Citigroup Inc history | 50.59K | $2.79M | 0.00% | Reduce |
| Deutsche Bank AG history | 46.82K | $2.59M | 0.00% | Add |
| Balyasny Asset Management history | 44.95K | $2.48M | 0.00% | Add |
| Renaissance Technologies history | 39.48K | $2.18M | 0.00% | Reduce |
| Janus Henderson Group history | 23.02K | $1.27M | 0.00% | Hold |
| CPP Investments history | 22.60K | $1.25M | 0.00% | New |
| PNC Financial Services history | 22.06K | $1.22M | 0.00% | Hold |
| Arrowstreet Capital history | 12.26K | $677.30K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 11.92K | $658.28K | 0.00% | Add |
| Royce & Associates history | 8.73K | $482.36K | 0.01% | Hold |
| T. Rowe Price Associates history | 153.23K | $8.47K | 0.00% | Add |
Q3 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 7.94M | $427.99M | 0.01% | Reduce |
| Vanguard Group history | 6.13M | $330.78M | 0.01% | Reduce |
| Franklin Resources history | 2.43M | $131.23M | 0.03% | Reduce |
| JPMorgan Chase & Co history | 1.54M | $83.30M | 0.01% | Add |
| Geode Capital Management history | 1.38M | $74.41M | 0.01% | Reduce |
| Invesco Ltd history | 1.01M | $54.24M | 0.01% | Add |
| Pzena Investment Management history | 928.41K | $50.07M | 0.16% | Add |
| Bank of America Corp history | 708.18K | $38.19M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 707.44K | $38.15M | 0.01% | Reduce |
| Northern Trust Corp history | 622.07K | $33.55M | 0.00% | Reduce |
| Manulife Financial history | 565.84K | $30.52M | 0.03% | Reduce |
| Morgan Stanley history | 427.13K | $23.04M | 0.00% | Reduce |
| BNY Mellon history | 426.23K | $22.99M | 0.00% | Reduce |
| Millennium Management history | 381.06K | $20.55M | 0.01% | Add |
| Goldman Sachs Group history | 274.21K | $14.79M | 0.00% | Add |
| Principal Global Investors history | 270.26K | $14.57M | 0.01% | Reduce |
| PSP Investments history | 218.28K | $11.77M | 0.04% | Add |
| Wellington Management Group history | 185.15K | $9.99M | 0.00% | Reduce |
| Wells Fargo & Co history | 178.06K | $9.60M | 0.00% | Reduce |
| UBS Group AG history | 163.52K | $8.82M | 0.00% | Add |
| Citadel Advisors history | 153.23K | $8.26M | 0.00% | Add |
| Legal & General Investment Management America history | 147.45K | $7.95M | 0.00% | Reduce |
| Renaissance Technologies history | 137.55K | $7.42M | 0.01% | Reduce |
| Prudential Financial history | 89.09K | $4.80M | 0.01% | Add |
| AQR Capital Management history | 86.48K | $4.66M | 0.00% | Add |
| Citigroup Inc history | 58.68K | $3.16M | 0.00% | Reduce |
| Deutsche Bank AG history | 44.80K | $2.42M | 0.00% | Reduce |
| Janus Henderson Group history | 23.02K | $1.24M | 0.00% | Hold |
| PNC Financial Services history | 22.15K | $1.19M | 0.00% | Reduce |
| D. E. Shaw & Co history | 16.83K | $907.70K | 0.00% | Add |
| Royce & Associates history | 8.73K | $470.92K | 0.01% | Hold |
| Fidelity Management & Research (FMR) history | 7.46K | $402.45K | 0.00% | Add |
| Two Sigma Investments history | 7.25K | $391.05K | 0.00% | Reduce |
| Balyasny Asset Management history | 7.24K | $390.45K | 0.00% | Add |
| T. Rowe Price Associates history | 76.71K | $4.14K | 0.00% | Add |
Q2 2025 — 46 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 8.16M | $448.55M | 0.01% | Reduce |
| BlackRock Inc history | 8.16M | $448.55M | 0.01% | Reduce |
| Vanguard Group history | 6.36M | $349.85M | 0.01% | Reduce |
| Franklin Resources history | 2.61M | $143.60M | 0.04% | Add |
| JPMorgan Chase & Co history | 1.51M | $83.11M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 1.51M | $83.11M | 0.01% | Reduce |
| Geode Capital Management history | 1.42M | $77.89M | 0.01% | Reduce |
| Invesco Ltd history | 985.37K | $54.20M | 0.01% | Add |
| Pzena Investment Management history | 811.17K | $44.61M | 0.14% | Add |
| Bank of America Corp history | 746.08K | $41.03M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 711.69K | $39.14M | 0.01% | Reduce |
| Norges Bank Investment Management history | 670.18K | $36.86M | 0.01% | Add |
| Norges Bank Investment Management history | 670.18K | $36.86M | 0.01% | Add |
| Northern Trust Corp history | 635.17K | $34.93M | 0.01% | Reduce |
| Manulife Financial history | 582.33K | $32.03M | 0.03% | Reduce |
| BNY Mellon history | 439.15K | $24.15M | 0.01% | Reduce |
| Morgan Stanley history | 435.30K | $23.94M | 0.00% | Add |
| Morgan Stanley history | 435.30K | $23.94M | 0.00% | Add |
| Principal Global Investors history | 329.66K | $18.13M | 0.01% | Add |
| Millennium Management history | 311.32K | $17.12M | 0.01% | Add |
| Goldman Sachs Group history | 267.14K | $14.69M | 0.00% | Reduce |
| Goldman Sachs Group history | 267.14K | $14.69M | 0.00% | Reduce |
| Renaissance Technologies history | 232.43K | $12.78M | 0.02% | Add |
| Renaissance Technologies history | 232.43K | $12.78M | 0.02% | Add |
| Wellington Management Group history | 193.67K | $10.65M | 0.00% | Reduce |
| PSP Investments history | 193.59K | $10.65M | 0.04% | Add |
| Wells Fargo & Co history | 180.41K | $9.92M | 0.00% | Reduce |
| Legal & General Investment Management America history | 156.36K | $8.60M | 0.00% | Reduce |
| UBS Group AG history | 139.84K | $7.69M | 0.00% | Add |
| Citigroup Inc history | 92.99K | $5.11M | 0.00% | Reduce |
| Deutsche Bank AG history | 59.48K | $3.27M | 0.00% | Reduce |
| Deutsche Bank AG history | 59.48K | $3.27M | 0.00% | Reduce |
| Prudential Financial history | 59.34K | $3.26M | 0.00% | Add |
| Janus Henderson Group history | 23.02K | $1.27M | 0.00% | Reduce |
| PNC Financial Services history | 22.37K | $1.23M | 0.00% | Reduce |
| AQR Capital Management history | 15.87K | $872.85K | 0.00% | Add |
| D. E. Shaw & Co history | 13.77K | $757.35K | 0.00% | New |
| Citadel Advisors history | 11.88K | $653.29K | 0.00% | New |
| Citadel Advisors history | 11.88K | $653.29K | 0.00% | New |
| Royce & Associates history | 8.73K | $480.26K | 0.01% | Hold |
| Two Sigma Investments history | 7.57K | $416.13K | 0.00% | New |
| Two Sigma Investments history | 7.57K | $416.13K | 0.00% | New |
| Balyasny Asset Management history | 6.96K | $382.58K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 5.50K | $302.32K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 5.50K | $302.32K | 0.00% | Add |
| T. Rowe Price Associates history | 58.14K | $3.20K | 0.00% | Add |
Q1 2025 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 8.55M | $443.29M | 0.01% | Reduce |
| BlackRock Inc history | 8.55M | $443.29M | 0.01% | Reduce |
| Vanguard Group history | 6.63M | $343.90M | 0.01% | Reduce |
| Franklin Resources history | 2.58M | $134.02M | 0.04% | Add |
| JPMorgan Chase & Co history | 1.59M | $82.24M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 1.59M | $82.24M | 0.01% | Reduce |
| Geode Capital Management history | 1.43M | $74.44M | 0.01% | Add |
| Bank of America Corp history | 996.18K | $51.67M | 0.00% | Add |
| Invesco Ltd history | 969.48K | $50.29M | 0.01% | Add |
| Pzena Investment Management history | 787.81K | $40.86M | 0.14% | Hold |
| Northern Trust Corp history | 779.92K | $40.45M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 748.09K | $38.80M | 0.01% | Add |
| Manulife Financial history | 597.65K | $31.00M | 0.03% | Add |
| BNY Mellon history | 451.22K | $23.40M | 0.01% | Reduce |
| Morgan Stanley history | 419.27K | $21.75M | 0.00% | Reduce |
| Morgan Stanley history | 419.27K | $21.75M | 0.00% | Reduce |
| Principal Global Investors history | 324.27K | $16.82M | 0.01% | Add |
| Goldman Sachs Group history | 305.31K | $15.84M | 0.00% | Reduce |
| Goldman Sachs Group history | 305.31K | $15.84M | 0.00% | Reduce |
| Wells Fargo & Co history | 219.63K | $11.39M | 0.00% | Reduce |
| Wellington Management Group history | 200.97K | $10.42M | 0.00% | Hold |
| PSP Investments history | 186.06K | $9.65M | 0.04% | Add |
| Legal & General Investment Management America history | 159.93K | $8.30M | 0.00% | Reduce |
| Renaissance Technologies history | 128.23K | $6.65M | 0.01% | Reduce |
| Renaissance Technologies history | 128.23K | $6.65M | 0.01% | Reduce |
| Citigroup Inc history | 112.02K | $5.81M | 0.00% | Reduce |
| UBS Group AG history | 103.82K | $5.39M | 0.00% | Add |
| Millennium Management history | 72.73K | $3.77M | 0.00% | Add |
| Deutsche Bank AG history | 66.88K | $3.47M | 0.00% | Add |
| Deutsche Bank AG history | 66.88K | $3.47M | 0.00% | Add |
| Prudential Financial history | 57.55K | $2.99M | 0.00% | Reduce |
| Janus Henderson Group history | 28.12K | $1.46M | 0.00% | Hold |
| PNC Financial Services history | 23.13K | $1.20M | 0.00% | Add |
| AQR Capital Management history | 10.35K | $536.70K | 0.00% | Add |
| Royce & Associates history | 8.73K | $452.93K | 0.01% | Hold |
| Fidelity Management & Research (FMR) history | 4.86K | $252.31K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 4.86K | $252.31K | 0.00% | Add |
| T. Rowe Price Associates history | 53.66K | $2.78K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 828.40K sh · $63.72M
- Point72 Asset Management 93.10K sh · $7.14M
- Amundi US 9.07K sh · $695.79K
Fully Exited (vs previous quarter)
- Renaissance Technologies sold 23.08K sh · $1.51M
- Janus Henderson Group sold 23.02K sh · $1.51M
- Royce & Associates sold 6.35K sh · $415.93K
- Balyasny Asset Management sold 3.18K sh · $208.10K
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 | 7.52M | 7.65M | 7.88M | 7.94M | 8.16M | 8.55M | 8.70M | 8.67M | — | — | — | — | — | — | — | — | — | — | — | — |
| Franklin Resources | 2.31M | 2.58M | 2.47M | 2.43M | 2.61M | 2.58M | 2.55M | 2.78M | 3.03M | 2.82M | 2.89M | 2.65M | 2.57M | 2.37M | 2.37M | 2.38M | 2.04M | 1.34M | 34.41K | 34.45K |
| Geode Capital Management | 1.57M | 1.36M | 1.36M | 1.38M | 1.42M | 1.43M | 1.41M | 1.42M | 1.42M | 1.39M | 1.36M | 1.30M | 1.26M | 1.23M | 1.19M | 1.19M | 1.19M | 1.20M | 851.36K | 849.79K |
| Invesco Ltd | 1.05M | 944.87K | 1.07M | 1.01M | 985.37K | 969.48K | 954.20K | 960.57K | 915.31K | 740.79K | 685.09K | 611.64K | 601.30K | 671.37K | 844.95K | 1.01M | 1.26M | 1.37M | 1.28M | 1.32M |
| Pzena Investment Management | 888.50K | 878.59K | 876.82K | 928.41K | 811.17K | 787.81K | 790.58K | 816.47K | 899.66K | 932.72K | 1.00M | 1.04M | 1.04M | 1.05M | 1.10M | 1.14M | 1.18M | 740.26K | 704.49K | 695.74K |
| JPMorgan Chase & Co | 828.40K | — | 1.23M | 1.54M | 1.51M | 1.59M | 1.69M | 411.75K | 447.13K | 453.42K | 457.51K | 296.44K | 310.30K | 214.13K | 282.79K | 244.42K | 235.02K | 342.49K | 1.47M | 365.24K |
| Charles Schwab Investment Management | 735.19K | 699.18K | 696.55K | 707.44K | 711.69K | 748.09K | 740.58K | 720.93K | 722.09K | 676.41K | 641.89K | 613.32K | 586.22K | 570.17K | 564.93K | 562.26K | 551.39K | 544.79K | 399.89K | 388.96K |
| Bank of America Corp | 646.08K | 737.59K | 662.30K | 708.18K | 746.08K | 996.18K | 966.85K | 1.00M | 998.61K | 919.87K | 851.50K | 804.28K | 805.84K | 850.12K | 756.60K | 845.53K | 868.73K | 893.79K | 198.38K | 177.12K |
| Norges Bank Investment Management | 638.92K | — | 709.50K | — | 670.18K | — | 616.89K | — | 511.99K | — | 682.98K | — | — | — | 636.86K | — | — | — | — | — |
| Goldman Sachs Group | 612.40K | 504.37K | 470.19K | 274.21K | 267.14K | 305.31K | 540.37K | 469.72K | 279.88K | 235.85K | 271.67K | 232.75K | 260.61K | 457.77K | 741.53K | 327.89K | 363.13K | 199.05K | 363.34K | 256.05K |
| Northern Trust Corp | 607.64K | 581.21K | 580.56K | 622.07K | 635.17K | 779.92K | 809.33K | 799.79K | 821.19K | 825.98K | 891.95K | 912.37K | 916.49K | 862.30K | 875.34K | 884.39K | 896.09K | 912.38K | 756.39K | 751.33K |
| Principal Global Investors | 534.46K | 427.48K | 260.64K | 270.26K | 329.66K | 324.27K | 317.25K | 306.34K | 328.59K | 341.27K | 316.61K | 329.38K | 349.42K | 372.30K | 376.16K | 391.43K | 399.85K | 437.70K | 439.51K | 470.46K |
| Manulife Financial | 521.62K | 530.17K | 547.52K | 565.84K | 582.33K | 597.65K | 592.74K | 600.35K | 625.61K | 695.73K | 753.98K | 811.99K | 842.35K | 861.51K | 881.80K | 918.41K | 966.56K | 980.35K | 578.14K | 571.33K |
| Two Sigma Investments | 504.50K | 253.20K | 104.41K | 7.25K | 7.57K | — | — | — | — | — | — | — | — | — | — | — | — | — | 51.84K | 5.92K |
| Morgan Stanley | 433.57K | 430.39K | 522.82K | 427.13K | 435.30K | 419.27K | 475.25K | 529.88K | 406.23K | 456.69K | 530.17K | 353.62K | 328.38K | 386.01K | 406.28K | 361.10K | 363.77K | 298.70K | 272.93K | 225.95K |
| BNY Mellon | 387.35K | 387.12K | 406.11K | 426.23K | 439.15K | 451.22K | 469.45K | 491.99K | 554.54K | 566.59K | 587.34K | 567.22K | 594.07K | 638.86K | 664.54K | 747.66K | 734.22K | 772.97K | 639.89K | 546.13K |
| Fidelity Management & Research (FMR) | 345.30K | 68.02K | 11.92K | 7.46K | 5.50K | 4.86K | 4.54K | 4.28K | 4.04K | 3.35K | 3.12K | 2.71K | 2.52K | 9.19K | 11.64K | 8.49K | 9.70K | 10.46K | 10.74K | 640.85K |
| Wellington Management Group | 307.79K | 145.38K | 172.64K | 185.15K | 193.67K | 200.97K | 200.93K | 215.76K | 218.10K | 198.60K | 216.99K | 225.05K | 213.58K | 169.08K | 171.12K | 189.81K | 185.89K | 134.56K | 136.44K | 133.82K |
| AQR Capital Management | 256.90K | 256.88K | 155.81K | 86.48K | 15.87K | 10.35K | 5.11K | — | — | — | — | — | 19.84K | — | — | — | — | — | — | — |
| Citadel Advisors | 189.95K | 109.33K | 56.90K | 153.23K | 11.88K | — | 5.30K | 8.50K | — | 8.16K | 29.48K | 168.09K | 41.53K | 5.92K | 54.41K | — | — | 6.69K | 6.50K | 14.30K |
▲ 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