| 0.05% |
| 4 | STATE STREET CORP | 23.0M | $1.74B | +0.9% | 5.269% | 0.03% |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | 17.3M | $1.31B | -7.7% | 3.965% | 0.23% |
| 6 | LAZARD ASSET MANAGEMENT LLC | 15.1M | $1.14B | +12.2% | 3.455% | 1.73% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 13.6M | $1.03B | +1.8% | 3.113% | 0.05% |
| 8 | MORGAN STANLEY | 9.8M | $744.4M | +0.9% | 2.249% | 0.04% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 6.4M | $482.7M | +0.8% | 1.459% | 0.09% |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6.3M | $479.6M | +6.4% | 1.449% | 0.06% |
| 11 | Legal & General Group Plc | 6.0M | $456.9M | +5.8% | 1.381% | 0.10% |
| 12 | NORGES BANK | 5.8M | $441.5M | — | 1.334% | 0.04% |
| 13 | DEUTSCHE BANK AG\ | 5.7M | $429.3M | -16.7% | 1.297% | 0.12% |
| 14 | Daiwa Securities Group Inc. | 4.7M | $356.3M | +7.3% | 1.077% | 0.70% |
| 15 | BANK OF AMERICA CORP /DE/ | 4.6M | $348.8M | -5.6% | 1.054% | 0.02% |
| 16 | JPMORGAN CHASE & CO | 4.4M | $342.5M | +83.4% | 0.997% | 0.02% |
| 17 | ROYAL BANK OF CANADA | 4.4M | $332.7M | +4.1% | 1.005% | 0.05% |
| 18 | Invesco Ltd. | 4.1M | $313.8M | +1.2% | 0.948% | 0.02% |
| 19 | NORTHERN TRUST CORP | 3.9M | $297.3M | +0.5% | 0.898% | 0.03% |
| 20 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 3.9M | $293.3M | +18599.3% | 0.886% | 0.05% |
| 21 | BARCLAYS PLC | 3.8M | $289.6M | +78.5% | 0.875% | 0.06% |
| 22 | FIL Ltd | 3.6M | $270.9M | +7.7% | 0.818% | 0.19% |
| 23 | CITADEL ADVISORS LLC | 3.4M | $254.4M | +40.9% | 0.769% | 0.01% |
| 24 | PRINCIPAL FINANCIAL GROUP INC | 3.2M | $243.7M | -13.4% | 0.736% | 0.12% |
| 25 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.9M | $220.8M | -34.5% | 0.667% | 0.09% |
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 CCI — a direct measure of their conviction.
| 96.88% |
| +3.16 pp |
| $39.13B |
| +17% |
| Q4 2024 | 1,068 | 3.0% | 93.72% | +1.68 pp | $33.52B | 41% |
| Q3 2024 | 1,101 | — | 92.04% | — | $56.48B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
CCI institutional ownership rose by 0.79 percentage points quarter-over-quarter, with a net change of -17 holders.
The top 10 institutions account for 53.5% of all reported 13F value in CCI, and the top 25 account for 70.6%.
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.