| 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 788K | $41.8M | +16.8% | 2.545% | 0.00% |
| 5 | STATE STREET CORP | 654K | $34.7M | +2.2% | 2.114% | 0.00% |
| 6 | Taconic Capital Advisors LP | 598K | $31.8M | -1.6% | 1.934% | 14.97% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 571K | $30.3M | +15.7% | 1.844% | 0.00% |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 454K | $24.1M | +32.5% | 1.466% | 0.00% |
| 9 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 422K | $22.4M | +4.0% | 1.364% | 0.03% |
| 10 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 413K | $21.9M | -0.4% | 1.333% | 0.01% |
| 11 | PRUDENTIAL FINANCIAL INC | 388K | $20.6M | +236.6% | 1.252% | 0.02% |
| 12 | AQR CAPITAL MANAGEMENT LLC | 366K | $19.4M | +12.7% | 1.182% | 0.01% |
| 13 | FIRST MANHATTAN CO. LLC. | 354K | $18.8M | -3.3% | 1.145% | 0.05% |
| 14 | JPMORGAN CHASE & CO | 341K | $18.2M | +116.4% | 1.103% | 0.00% |
| 15 | RENAISSANCE TECHNOLOGIES LLC | 314K | $16.7M | -1.7% | 1.014% | 0.02% |
| 16 | MARSHALL WACE, LLP | 305K | $16.2M | β | 0.986% | 0.01% |
| 17 | Nuveen, LLC | 252K | $13.4M | +320.6% | 0.816% | 0.00% |
| 18 | Allianz Asset Management GmbH | 252K | $13.4M | -2.9% | 0.815% | 0.01% |
| 19 | MACKENZIE FINANCIAL CORP | 252K | $13.4M | β | 0.813% | 0.01% |
| 20 | FIRST TRUST ADVISORS LP | 247K | $13.1M | β | 0.798% | 0.01% |
| 21 | CITADEL ADVISORS LLC | 220K | $11.7M | +681.9% | 0.710% | 0.00% |
| 22 | DIMENSIONAL FUND ADVISORS LP | 213K | $11.3M | +3.6% | 0.688% | 0.00% |
| 23 | TUDOR INVESTMENT CORP ET AL | 207K | $11.0M | +112.4% | 0.669% | 0.02% |
| 24 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 199K | $10.6M | +44.3% | 0.643% | 0.05% |
| 25 | Bank of New York Mellon Corp | 188K | $10.0M | +0.9% | 0.609% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in CBL β a direct measure of their conviction.
| 79.04% |
| +1.18 pp |
| $639M |
| 7.3% |
| Q4 2024 | 155 | +6.9% | 77.86% | 4.05 pp | $690M | +9.9% |
| Q3 2024 | 145 | β | 81.91% | β | $627M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
49 institutions opened new positions in CBL during Q2 2026, while 18 fully exited. 158 added to existing positions and 14 trimmed.
CBL institutional ownership rose by 1.93 percentage points quarter-over-quarter, with a net change of +33 holders.
The top 10 institutions account for 60.8% of all reported 13F value in CBL, and the top 25 account for 78.3%.
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.
CBL & Associates Properties, Inc. (CBL) Institutional Ownership