| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 7.5M | $543.8M | +1.1% | 4.558% | 0.01% |
| 5 | Pictet Asset Management Holding SA | 5.8M | $422.0M | -12.6% | 3.539% | 0.40% |
| 6 | NORDEA INVESTMENT MANAGEMENT AB | 5.8M | $407.4M | -5.2% | 3.533% | 0.33% |
| 7 | STATE STREET CORP | 5.4M | $392.5M | +3.0% | 3.289% | 0.01% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 4.9M | $356.3M | +4.7% | 2.986% | 0.02% |
| 9 | DISCIPLINED GROWTH INVESTORS INC /MN | 4.1M | $299.8M | -4.2% | 2.513% | 5.08% |
| 10 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3.0M | $215.8M | +46.6% | 1.809% | 0.10% |
| 11 | Point72 Asset Management, L.P. | 2.5M | $184.2M | +19.2% | 1.544% | 0.20% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 2.4M | $172.2M | -1.3% | 1.444% | 0.03% |
| 13 | LAZARD ASSET MANAGEMENT LLC | 2.3M | $166.4M | +56.2% | 1.395% | 0.25% |
| 14 | Jupiter Topco LLC | 2.2M | $161.4M | — | 1.352% | 0.07% |
| 15 | Sumitomo Mitsui Trust Group, Inc. | 2.2M | $160.4M | +57.1% | 1.345% | 0.09% |
| 16 | Chevy Chase Trust Holdings, LLC | 2.0M | $148.2M | +11.0% | 1.242% | 0.38% |
| 17 | AMERICAN CENTURY COMPANIES INC | 2.0M | $147.7M | +38.5% | 1.238% | 0.07% |
| 18 | MORGAN STANLEY | 2.0M | $142.7M | +41.3% | 1.196% | 0.01% |
| 19 | Artisan Partners Limited Partnership | 1.9M | $139.9M | +11.7% | 1.172% | 0.22% |
| 20 | NORGES BANK | 1.9M | $139.4M | — | 1.169% | 0.01% |
| 21 | Bank of New York Mellon Corp | 1.8M | $129.3M | -4.5% | 1.084% | 0.02% |
| 22 | FULLER & THALER ASSET MANAGEMENT, INC. | 1.7M | $126.6M | +5.5% | 1.061% | 0.34% |
| 23 | Quantinno Capital Management LP | 1.7M | $119.6M | +19.9% | 1.002% | 0.14% |
| 24 | NORTHERN TRUST CORP | 1.6M | $114.9M | -2.5% | 0.963% | 0.01% |
| 25 | RAYMOND JAMES FINANCIAL INC | 1.6M | $114.2M | +11.4% | 0.957% | 0.03% |
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 CGNX — a direct measure of their conviction.
| 91.82% |
| +0.61 pp |
| $3.94B |
| 23% |
| Q4 2024 | 437 | +0.7% | 91.21% | +1.58 pp | $5.11B | 5.5% |
| Q3 2024 | 434 | — | 89.63% | — | $5.41B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
132 institutions opened new positions in CGNX during Q2 2026, while 52 fully exited. 462 added to existing positions and 45 trimmed.
CGNX institutional ownership rose by 10.38 percentage points quarter-over-quarter, with a net change of +89 holders.
The top 10 institutions account for 43.3% of all reported 13F value in CGNX, and the top 25 account for 61.7%.
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.