| 4 | Allianz Asset Management GmbH | 1.0M | $55.5M | -3.0% | 4.660% | 0.02% |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.0M | $53.7M | +3.1% | 4.507% | 0.00% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 991K | $52.8M | +1.2% | 4.433% | 0.00% |
| 7 | TWO SIGMA INVESTMENTS, LP | 980K | $52.2M | +41.2% | 4.386% | 0.04% |
| 8 | STATE STREET CORP | 900K | $48.0M | +5.0% | 4.026% | 0.00% |
| 9 | CITADEL ADVISORS LLC | 689K | $36.7M | -27.8% | 3.081% | 0.00% |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 682K | $36.4M | +5.5% | 3.052% | 0.00% |
| 11 | FEDERATED HERMES, INC. | 599K | $32.0M | +922.9% | 2.682% | 0.05% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 596K | $31.8M | +6.8% | 2.668% | 0.00% |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 570K | $30.4M | +4.8% | 2.548% | 0.00% |
| 14 | GMT CAPITAL CORP | 545K | $29.1M | -65.7% | 2.439% | 1.51% |
| 15 | JANE STREET GROUP, LLC | 497K | $26.5M | +389.7% | 2.222% | 0.00% |
| 16 | Parallax Volatility Advisers, L.P. | 437K | $23.3M | +9.1% | 1.953% | 0.04% |
| 17 | Nuveen, LLC | 411K | $21.9M | +502.6% | 1.839% | 0.01% |
| 18 | GOLDMAN SACHS GROUP INC | 376K | $20.1M | +117.7% | 1.683% | 0.00% |
| 19 | AQR CAPITAL MANAGEMENT LLC | 362K | $19.3M | +462.7% | 1.618% | 0.01% |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 348K | $18.6M | +16.1% | 1.558% | 0.02% |
| 21 | Invesco Ltd. | 330K | $17.6M | -13.2% | 1.478% | 0.00% |
| 22 | UBS Group AG | 326K | $17.4M | -11.0% | 1.460% | 0.00% |
| 23 | WELLINGTON MANAGEMENT GROUP LLP | 301K | $16.1M | +12.2% | 1.347% | 0.00% |
| 24 | MILLENNIUM MANAGEMENT LLC | 295K | $15.7M | +3140.5% | 1.320% | 0.01% |
| 25 | DIMENSIONAL FUND ADVISORS LP | 295K | $15.7M | -26.8% | 1.318% | 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 CBRL — a direct measure of their conviction.
| 106.90% |
| +8.07 pp |
| $912M |
| 20% |
| Q4 2024 | 249 | 1.2% | 98.83% | +7.64 pp | $1.13B | +26% |
| Q3 2024 | 252 | — | 91.19% | — | $902M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
59 institutions opened new positions in CBRL during Q2 2026, while 30 fully exited. 185 added to existing positions and 29 trimmed.
CBRL institutional ownership rose by 10.84 percentage points quarter-over-quarter, with a net change of +31 holders.
The top 10 institutions account for 50.5% of all reported 13F value in CBRL, and the top 25 account for 76.1%.
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.