| 4 | DIMENSIONAL FUND ADVISORS LP | 2.2M | $198.3M | +141.9% | 3.742% | 0.04% |
| 5 | AMERICAN CENTURY COMPANIES INC | 2.1M | $189.5M | +10.3% | 3.576% | 0.08% |
| 6 | DRIEHAUS CAPITAL MANAGEMENT LLC | 1.6M | $141.6M | +143.9% | 2.672% | 0.82% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 1.5M | $132.5M | +70.6% | 2.501% | 0.01% |
| 8 | Divisadero Street Capital Management, LP | 1.3M | $120.7M | +608.9% | 2.277% | 2.73% |
| 9 | STATE STREET CORP | 1.3M | $114.8M | +92.4% | 2.166% | 0.00% |
| 10 | Capital World Investors | 1.2M | $105.0M | +9.7% | 1.982% | 0.01% |
| 11 | TWO SIGMA INVESTMENTS, LP | 1.0M | $92.0M | +5.6% | 1.735% | 0.07% |
| 12 | NEEDHAM INVESTMENT MANAGEMENT LLC | 958K | $86.9M | +147.1% | 1.640% | 2.61% |
| 13 | Jupiter Topco LLC | 950K | $86.2M | — | 1.627% | 0.04% |
| 14 | ROYCE & ASSOCIATES LP | 842K | $76.4M | +1.8% | 1.442% | 0.62% |
| 15 | EMERALD ADVISERS, LLC | 737K | $66.9M | +40.9% | 1.262% | 1.57% |
| 16 | KING LUTHER CAPITAL MANAGEMENT CORP | 717K | $65.1M | -4.4% | 1.228% | 0.27% |
| 17 | Invesco Ltd. | 668K | $60.6M | +1707.4% | 1.144% | 0.00% |
| 18 | IES Holdings, Inc. | 624K | $56.6M | +9.7% | 1.068% | 18.22% |
| 19 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 568K | $51.6M | +393.3% | 0.973% | 0.02% |
| 20 | NORTHERN TRUST CORP | 492K | $44.7M | +95.5% | 0.843% | 0.01% |
| 21 | UBS Group AG | 475K | $43.1M | +136.3% | 0.814% | 0.01% |
| 22 | EMERALD MUTUAL FUND ADVISERS TRUST | 471K | $42.8M | +50.1% | 0.807% | 1.50% |
| 23 | VANGUARD PORTFOLIO MANAGEMENT LLC | 455K | $41.3M | +91.2% | 0.779% | 0.00% |
| 24 | Legal & General Group Plc | 446K | $40.5M | +11.3% | 0.764% | 0.01% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 443K | $40.2M | +78.8% | 0.758% | 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 CECO — a direct measure of their conviction.
| 80.96% |
| 1.01 pp |
| $630M |
| 23% |
| Q4 2024 | 174 | +0.6% | 81.97% | +5.93 pp | $814M | +15% |
| Q3 2024 | 173 | — | 76.04% | — | $708M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
CECO institutional ownership rose by 1.18 percentage points quarter-over-quarter, with a net change of +85 holders.
The top 10 institutions account for 47.4% of all reported 13F value in CECO, and the top 25 account for 68.4%.
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.