| 4 | AMERICAN CENTURY COMPANIES INC | 39.3M | $147.3M | +12.3% | 2.949% | 0.07% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 36.9M | $138.3M | -0.2% | 2.768% | 0.00% |
| 6 | TWO SIGMA INVESTMENTS, LP | 36.5M | $136.4M | -15.3% | 2.736% | 0.10% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 35.3M | $132.0M | +5.5% | 2.650% | 0.02% |
| 8 | Connor, Clark & Lunn Investment Management Ltd. | 28.8M | $107.8M | +81.3% | 2.159% | 0.20% |
| 9 | MILLENNIUM MANAGEMENT LLC | 25.0M | $93.5M | +8.1% | 1.876% | 0.03% |
| 10 | D. E. Shaw & Co., Inc. | 19.1M | $71.5M | -32.3% | 1.435% | 0.03% |
| 11 | GOLDMAN SACHS GROUP INC | 18.5M | $69.4M | -18.3% | 1.392% | 0.01% |
| 12 | DEUTSCHE BANK AG\ | 17.1M | $64.0M | +0.0% | 1.283% | 0.02% |
| 13 | MORGAN STANLEY | 16.3M | $61.1M | +35.5% | 1.226% | 0.00% |
| 14 | NORGES BANK | 14.7M | $55.0M | — | 1.101% | 0.01% |
| 15 | Condire Management, LP | 11.6M | $43.3M | 0.0% | 0.869% | 4.59% |
| 16 | VANGUARD FIDUCIARY TRUST CO | 11.2M | $41.9M | -0.8% | 0.838% | 0.01% |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11.1M | $41.5M | -26.1% | 0.832% | 0.00% |
| 18 | TD ASSET MANAGEMENT INC | 10.7M | $40.2M | +98.3% | 0.805% | 0.03% |
| 19 | MACKENZIE FINANCIAL CORP | 7.2M | $38.2M | +0.5% | 0.539% | 0.04% |
| 20 | FIL Ltd | 10.2M | $38.1M | +0.9% | 0.763% | 0.03% |
| 21 | First Eagle Investment Management, LLC | 9.7M | $36.4M | 0.0% | 0.728% | 0.03% |
| 22 | BANK OF MONTREAL /CAN/ | 9.0M | $33.8M | -22.5% | 0.677% | 0.01% |
| 23 | BANK OF AMERICA CORP /DE/ | 8.6M | $32.0M | -29.0% | 0.642% | 0.00% |
| 24 | SCHRODER INVESTMENT MANAGEMENT GROUP | 8.2M | $30.8M | +131.9% | 0.618% | 0.02% |
| 25 | MAC Alpha Capital Management, LP | 7.2M | $27.1M | +47.0% | 0.542% | 6.31% |
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 BTG — a direct measure of their conviction.
| 54.09% |
| +17.82 pp |
| $1.60B |
| +36% |
| Q4 2024 | 234 | 3.7% | 36.27% | +2.72 pp | $1.18B | 14% |
| Q3 2024 | 243 | — | 33.55% | — | $1.38B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
45 institutions opened new positions in BTG during Q2 2026, while 42 fully exited. 59 added to existing positions and 190 trimmed.
BTG institutional ownership rose by 3.61 percentage points quarter-over-quarter, with a net change of +7 holders.
The top 10 institutions account for 53.8% of all reported 13F value in BTG, and the top 25 account for 75.9%.
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.