| 2.38% |
| 4 | Capital Research Global Investors | 10.6M | $3.11B | +1.8% | 4.761% | 0.43% |
| 5 | STATE STREET CORP | 10.3M | $3.01B | +1.6% | 4.612% | 0.04% |
| 6 | Capital International Investors | 9.6M | $2.80B | -3.7% | 4.296% | 0.58% |
| 7 | DODGE & COX | 9.4M | $2.75B | +1.8% | 4.218% | 1.44% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8.8M | $2.59B | +54.9% | 3.974% | 0.12% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 5.0M | $1.47B | +0.6% | 2.254% | 0.08% |
| 10 | JPMORGAN CHASE & CO | 5.3M | $1.43B | -13.2% | 2.359% | 0.08% |
| 11 | VIKING GLOBAL INVESTORS LP | 4.7M | $1.39B | +15.5% | 2.129% | 3.96% |
| 12 | NORGES BANK | 4.7M | $1.37B | — | 2.098% | 0.14% |
| 13 | BANK OF AMERICA CORP /DE/ | 4.2M | $1.22B | -6.6% | 1.864% | 0.08% |
| 14 | FRANKLIN RESOURCES INC | 3.4M | $1.01B | -1.5% | 1.543% | 0.22% |
| 15 | MORGAN STANLEY | 3.2M | $927.8M | -0.1% | 1.421% | 0.05% |
| 16 | RAYMOND JAMES FINANCIAL INC | 3.2M | $926.8M | -0.9% | 1.420% | 0.25% |
| 17 | NORTHERN TRUST CORP | 3.0M | $880.7M | -2.0% | 1.349% | 0.10% |
| 18 | UBS Group AG | 2.7M | $788.0M | +27.1% | 1.207% | 0.10% |
| 19 | ROYAL BANK OF CANADA | 2.6M | $774.4M | +4.8% | 1.186% | 0.12% |
| 20 | Clearbridge Investments, LLC | 2.5M | $744.0M | -2.8% | 1.140% | 0.62% |
| 21 | Aristotle Capital Management, LLC | 2.5M | $737.0M | -6.3% | 1.129% | 1.55% |
| 22 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 445K | $688.0M | -23.7% | 0.200% | 0.22% |
| 23 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 2.0M | $599.3M | -6.8% | 0.918% | 1.82% |
| 24 | Bank of New York Mellon Corp | 1.7M | $495.2M | -1.4% | 0.758% | 0.08% |
| 25 | DIMENSIONAL FUND ADVISORS LP | 1.6M | $482.7M | +2.4% | 0.740% | 0.09% |
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 APD — a direct measure of their conviction.
| 90.72% |
| +2.03 pp |
| $58.18B |
| +4.4% |
| Q4 2024 | 1,737 | +6.5% | 88.69% | +0.02 pp | $55.71B | 3.1% |
| Q3 2024 | 1,631 | — | 88.67% | — | $57.49B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
111 institutions opened new positions in APD during Q2 2026, while 127 fully exited. 983 added to existing positions and 620 trimmed.
APD institutional ownership rose by 2.17 percentage points quarter-over-quarter, with a net change of +5 holders.
The top 10 institutions account for 50.4% of all reported 13F value in APD, and the top 25 account for 72.1%.
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.