| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.2M | $494.7M | -0.7% | 5.098% | 0.02% |
| 5 | First Eagle Investment Management, LLC | 2.8M | $429.2M | +22.6% | 4.423% | 0.36% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2.7M | $419.6M | +0.2% | 4.324% | 0.01% |
| 7 | BAILLIE GIFFORD & CO | 2.2M | $345.1M | β | 3.556% | 0.31% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 1.7M | $255.4M | +8.0% | 2.632% | 0.05% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.3M | $206.7M | +0.5% | 2.130% | 0.01% |
| 10 | KING LUTHER CAPITAL MANAGEMENT CORP | 1.2M | $192.5M | -6.0% | 1.984% | 0.79% |
| 11 | TWO SIGMA INVESTMENTS, LP | 1.1M | $176.8M | +73.4% | 1.822% | 0.13% |
| 12 | BANK OF AMERICA CORP /DE/ | 962K | $148.7M | -20.5% | 1.532% | 0.01% |
| 13 | NORTHERN TRUST CORP | 947K | $146.4M | +0.2% | 1.509% | 0.02% |
| 14 | MORGAN STANLEY | 843K | $130.2M | -1.1% | 1.342% | 0.01% |
| 15 | NORGES BANK | 747K | $115.5M | β | 1.190% | 0.01% |
| 16 | Boston Trust Walden Corp | 732K | $113.2M | -24.3% | 1.166% | 0.86% |
| 17 | PRINCIPAL FINANCIAL GROUP INC | 654K | $101.1M | -1.2% | 1.042% | 0.05% |
| 18 | GOLDMAN SACHS GROUP INC | 652K | $100.7M | -7.1% | 1.038% | 0.01% |
| 19 | FIRST TRUST ADVISORS LP | 632K | $97.6M | -20.1% | 1.006% | 0.06% |
| 20 | Jupiter Topco LLC | 610K | $94.3M | β | 0.972% | 0.04% |
| 21 | JPMORGAN CHASE & CO | 596K | $92.7M | -2.9% | 0.950% | 0.01% |
| 22 | WESTWOOD HOLDINGS GROUP INC | 591K | $91.2M | -20.6% | 0.940% | 0.69% |
| 23 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 579K | $89.4M | -5.4% | 0.922% | 0.27% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 550K | $85.0M | -0.5% | 0.876% | 0.01% |
| 25 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 519K | $80.1M | +0.3% | 0.826% | 0.03% |
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 CFR β a direct measure of their conviction.
| 85.85% |
| 3.03 pp |
| $6.32B |
| 11% |
| Q4 2024 | 442 | +3.8% | 88.88% | +0.69 pp | $7.10B | +20% |
| Q3 2024 | 426 | β | 88.19% | β | $5.94B | 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.
CFR institutional ownership rose by 3.31 percentage points quarter-over-quarter, with a net change of +32 holders.
The top 10 institutions account for 54.3% of all reported 13F value in CFR, and the top 25 account for 73.7%.
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.
Cullen/Frost Bankers, Inc. (CFR) Institutional Ownership