| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.9M | $335.3M | +0.1% | 5.211% | 0.02% |
| 5 | Invesco Ltd. | 2.8M | $322.1M | +24.4% | 5.005% | 0.03% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2.5M | $290.5M | -0.6% | 4.514% | 0.01% |
| 7 | STATE STREET CORP | 2.4M | $271.2M | -1.7% | 4.214% | 0.00% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 1.9M | $222.9M | +26.0% | 3.463% | 0.04% |
| 9 | AMERICAN CENTURY COMPANIES INC | 1.9M | $219.1M | +14.3% | 3.405% | 0.10% |
| 10 | VICTORY CAPITAL MANAGEMENT INC | 1.8M | $209.2M | -10.8% | 3.252% | 0.12% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $139.3M | +1.9% | 2.165% | 0.01% |
| 12 | AQR CAPITAL MANAGEMENT LLC | 1.2M | $135.4M | +2.1% | 2.104% | 0.05% |
| 13 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.1M | $131.2M | -3.4% | 2.039% | 0.18% |
| 14 | Sourcerock Group LLC | 1.1M | $125.3M | -15.1% | 1.948% | 6.52% |
| 15 | Allspring Global Investments Holdings, LLC | 775K | $86.5M | +5.5% | 1.376% | 0.13% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 682K | $78.0M | -0.3% | 1.212% | 0.01% |
| 17 | MORGAN STANLEY | 614K | $70.2M | +5.6% | 1.091% | 0.00% |
| 18 | GOLDMAN SACHS GROUP INC | 594K | $67.9M | -4.7% | 1.055% | 0.01% |
| 19 | Bank of New York Mellon Corp | 582K | $66.5M | -5.5% | 1.033% | 0.01% |
| 20 | UBS Group AG | 559K | $63.9M | -50.0% | 0.993% | 0.01% |
| 21 | Condire Management, LP | 497K | $56.8M | -10.8% | 0.882% | 6.02% |
| 22 | JANE STREET GROUP, LLC | 453K | $51.8M | +176.9% | 0.804% | 0.00% |
| 23 | NORTHERN TRUST CORP | 450K | $51.4M | +0.6% | 0.799% | 0.01% |
| 24 | JENNISON ASSOCIATES LLC | 436K | $49.8M | +2.9% | 0.774% | 0.03% |
| 25 | PRINCIPAL FINANCIAL GROUP INC | 412K | $47.1M | +20.8% | 0.732% | 0.02% |
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 CHRD — a direct measure of their conviction.
| 88.78% |
| +1.07 pp |
| $5.79B |
| 6.0% |
| Q4 2024 | 458 | 6.0% | 87.71% | +1.54 pp | $6.16B | 11% |
| Q3 2024 | 487 | — | 86.17% | — | $6.89B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
CHRD institutional ownership fell by 1.99 percentage points quarter-over-quarter, with a net change of +26 holders.
The top 10 institutions account for 56.7% of all reported 13F value in CHRD, and the top 25 account for 77.0%.
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.
Chord Energy Corporation (CHRD) Institutional Ownership