| 4 | Invesco Ltd. | 17.0M | $6.76B | +66.1% | 3.475% | 0.53% |
| 5 | JPMORGAN CHASE & CO | 16.9M | $6.62B | -18.5% | 3.450% | 0.37% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 14.7M | $5.82B | +2.2% | 2.994% | 0.26% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 12.4M | $4.93B | +2.1% | 2.537% | 0.26% |
| 8 | BANK OF AMERICA CORP /DE/ | 9.0M | $3.57B | -11.9% | 1.837% | 0.23% |
| 9 | VAN ECK ASSOCIATES CORP | 8.4M | $3.35B | +24.8% | 1.720% | 2.04% |
| 10 | MORGAN STANLEY | 8.3M | $3.28B | -0.1% | 1.686% | 0.17% |
| 11 | WELLS FARGO & COMPANY/MN | 8.2M | $3.27B | -2.7% | 1.679% | 0.53% |
| 12 | NORGES BANK | 8.2M | $3.24B | — | 1.668% | 0.32% |
| 13 | FMR LLC | 7.8M | $3.10B | +15.8% | 1.592% | 0.13% |
| 14 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 5.8M | $2.32B | -12.3% | 1.193% | 0.42% |
| 15 | NORTHERN TRUST CORP | 5.7M | $2.27B | +8.8% | 1.168% | 0.26% |
| 16 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 5.4M | $2.15B | -13.1% | 1.103% | 0.68% |
| 17 | AMERIPRISE FINANCIAL INC | 5.0M | $1.98B | -15.4% | 1.017% | 0.40% |
| 18 | RAYMOND JAMES FINANCIAL INC | 4.7M | $1.86B | -3.8% | 0.956% | 0.50% |
| 19 | GOLDMAN SACHS GROUP INC | 4.3M | $1.69B | +5.7% | 0.869% | 0.15% |
| 20 | FRANKLIN RESOURCES INC | 4.2M | $1.69B | +6.8% | 0.867% | 0.37% |
| 21 | UBS Group AG | 4.1M | $1.64B | +9.9% | 0.843% | 0.21% |
| 22 | Legal & General Group Plc | 3.8M | $1.53B | -3.7% | 0.784% | 0.32% |
| 23 | Swedbank AB | 3.8M | $1.52B | +8.7% | 0.780% | 1.31% |
| 24 | Amundi | 3.6M | $1.43B | -28.8% | 0.734% | 0.34% |
| 25 | Bank of New York Mellon Corp | 3.3M | $1.33B | -0.4% | 0.682% | 0.22% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ADI — a direct measure of their conviction.
Institutions that fully closed their ADI position in Q2 2026
| 84.71% |
| 2.44 pp |
| $78.60B |
| 13% |
| Q4 2024 | 1,649 | +2.6% | 87.15% | +2.45 pp | $89.84B | 2.6% |
| Q3 2024 | 1,607 | — | 84.70% | — | $92.26B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
273 institutions opened new positions in ADI during Q2 2026, while 118 fully exited. 1,751 added to existing positions and 203 trimmed.
ADI institutional ownership rose by 3.38 percentage points quarter-over-quarter, with a net change of +180 holders.
The top 10 institutions account for 43.7% of all reported 13F value in ADI, and the top 25 account for 61.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.