| 4 | DIMENSIONAL FUND ADVISORS LP | 2.5M | $163.8M | -0.4% | 5.429% | 0.03% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.5M | $162.3M | +12.2% | 5.378% | 0.01% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2.1M | $135.9M | +0.5% | 4.505% | 0.00% |
| 7 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.0M | $134.3M | -27.6% | 4.450% | 0.04% |
| 8 | FRONTIER CAPITAL MANAGEMENT CO LLC | 2.0M | $131.8M | +4.6% | 4.367% | 1.23% |
| 9 | Ancora Advisors LLC | 1.9M | $128.2M | +648370.7% | 4.248% | 2.47% |
| 10 | COOPERMAN LEON G | 1.9M | $124.9M | +11.5% | 4.138% | 3.52% |
| 11 | STATE STREET CORP | 1.9M | $124.6M | +22.8% | 4.131% | 0.00% |
| 12 | AQR CAPITAL MANAGEMENT LLC | 1.8M | $116.8M | -9.3% | 3.982% | 0.04% |
| 13 | Diamond Hill Capital Management, LLC (Investment Advisor) | 1.6M | $105.5M | -8.6% | 3.495% | 0.84% |
| 14 | 1832 Asset Management L.P. | 1.4M | $92.8M | -0.4% | 3.077% | 0.05% |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $82.4M | +47.2% | 2.729% | 0.00% |
| 16 | AMERICAN CENTURY COMPANIES INC | 919K | $60.6M | -19.4% | 2.007% | 0.03% |
| 17 | NORTHERN TRUST CORP | 760K | $50.1M | +56.6% | 1.660% | 0.01% |
| 18 | Point72 Asset Management, L.P. | 614K | $40.4M | — | 1.340% | 0.04% |
| 19 | Empyrean Capital Partners, LP | 542K | $35.7M | 0.0% | 1.184% | 1.18% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 540K | $35.6M | +27.0% | 1.180% | 0.00% |
| 21 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 533K | $35.1M | +2.8% | 1.163% | 0.05% |
| 22 | ATLANTIC INVESTMENT MANAGEMENT, INC. | 509K | $33.5M | — | 1.111% | 17.47% |
| 23 | Newport Trust Company, LLC | 441K | $29.1M | -1.9% | 0.963% | 0.07% |
| 24 | BANK OF AMERICA CORP /DE/ | 398K | $26.3M | -10.6% | 0.870% | 0.00% |
| 25 | MORGAN STANLEY | 379K | $25.0M | +17.8% | 0.828% | 0.00% |
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 ASH — a direct measure of their conviction.
| 93.42% |
| 3.96 pp |
| $2.47B |
| 20% |
| Q4 2024 | 352 | 2.8% | 97.38% | +1.48 pp | $3.11B | 17% |
| Q3 2024 | 362 | — | 95.90% | — | $3.74B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
ASH institutional ownership fell by 48.57 percentage points quarter-over-quarter, with a net change of +13 holders.
The top 10 institutions account for 56.1% of all reported 13F value in ASH, and the top 25 account for 82.5%.
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.
Ashland Inc. (ASH) Institutional Ownership