| 2.33% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 16.6M | $178.0M | +2.0% | 3.504% | 0.00% |
| 5 | STATE STREET CORP | 15.3M | $164.0M | +6.0% | 3.230% | 0.00% |
| 6 | FMR LLC | 10.6M | $113.3M | +22.6% | 2.231% | 0.00% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 9.7M | $104.0M | +8.3% | 2.047% | 0.01% |
| 8 | Nuveen, LLC | 9.3M | $98.9M | +0.7% | 1.948% | 0.02% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 8.3M | $88.2M | +4.4% | 1.737% | 0.02% |
| 10 | Boston Partners | 7.2M | $77.4M | -0.8% | 1.521% | 0.07% |
| 11 | Invesco Ltd. | 6.4M | $68.5M | -6.6% | 1.350% | 0.01% |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 6.2M | $66.0M | +305.5% | 1.299% | 0.03% |
| 13 | LAZARD ASSET MANAGEMENT LLC | 5.4M | $57.9M | +1610.5% | 1.140% | 0.09% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5.0M | $53.5M | +5.2% | 1.052% | 0.01% |
| 15 | MORGAN STANLEY | 4.6M | $49.7M | -8.8% | 0.978% | 0.00% |
| 16 | JPMORGAN CHASE & CO | 4.3M | $45.2M | +22.8% | 0.907% | 0.00% |
| 17 | Private Capital Management, LLC | 4.2M | $45.1M | +1.9% | 0.887% | 3.97% |
| 18 | NORTHERN TRUST CORP | 3.9M | $41.6M | +11.0% | 0.818% | 0.00% |
| 19 | SOROS FUND MANAGEMENT LLC | 3.5M | $37.2M | -17.1% | 0.733% | 0.46% |
| 20 | AltraVue Capital, LLC | 3.3M | $35.8M | -4.3% | 0.704% | 2.58% |
| 21 | PRIVATE MANAGEMENT GROUP INC | 3.3M | $35.3M | -0.8% | 0.694% | 0.93% |
| 22 | BANK OF AMERICA CORP /DE/ | 3.0M | $32.2M | +14.3% | 0.633% | 0.00% |
| 23 | ALGERT GLOBAL LLC | 3.0M | $31.9M | +72.6% | 0.628% | 0.38% |
| 24 | Bank of New York Mellon Corp | 2.8M | $30.5M | +3.1% | 0.600% | 0.00% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 2.7M | $28.5M | +6.0% | 0.562% | 0.01% |
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 BGC — a direct measure of their conviction.
| 59.41% |
| 1.93 pp |
| $2.58B |
| 1.1% |
| Q4 2024 | 312 | +3.0% | 61.34% | +2.56 pp | $2.61B | +4.5% |
| Q3 2024 | 303 | — | 58.78% | — | $2.50B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
BGC institutional ownership rose by 2.22 percentage points quarter-over-quarter, with a net change of +12 holders.
The top 10 institutions account for 61.0% of all reported 13F value in BGC, and the top 25 account for 81.4%.
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.