| 0.00% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 8.6M | $190.5M | -16.4% | 2.869% | 0.03% |
| 5 | TWO SIGMA INVESTMENTS, LP | 8.1M | $180.2M | +1.1% | 2.713% | 0.13% |
| 6 | STATE STREET CORP | 7.8M | $173.3M | -37.8% | 2.610% | 0.00% |
| 7 | MORGAN STANLEY | 7.1M | $157.6M | +10.3% | 2.373% | 0.01% |
| 8 | UBS Group AG | 6.5M | $144.1M | +13.6% | 2.170% | 0.02% |
| 9 | BRANDES INVESTMENT PARTNERS, LP | 6.3M | $141.1M | +3688.5% | 2.124% | 0.99% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.0M | $112.1M | +51.8% | 1.688% | 0.01% |
| 11 | GOLDMAN SACHS GROUP INC | 4.9M | $110.1M | +146.8% | 1.657% | 0.01% |
| 12 | JANE STREET GROUP, LLC | 4.3M | $95.1M | +218.8% | 1.432% | 0.01% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 4.2M | $93.4M | -29.3% | 1.406% | 0.00% |
| 14 | AQR CAPITAL MANAGEMENT LLC | 4.1M | $90.7M | +220.8% | 1.365% | 0.03% |
| 15 | Bank of New York Mellon Corp | 3.6M | $79.1M | +15.0% | 1.191% | 0.01% |
| 16 | BRANDYWINE MANAGERS, LLC | 3.3M | $74.1M | 0.0% | 1.117% | 36.68% |
| 17 | Quantinno Capital Management LP | 3.2M | $71.9M | +141.6% | 1.083% | 0.09% |
| 18 | BANK OF AMERICA CORP /DE/ | 3.1M | $69.9M | +382.1% | 1.052% | 0.00% |
| 19 | CITADEL ADVISORS LLC | 2.5M | $55.1M | -58.0% | 0.829% | 0.00% |
| 20 | Cerity Partners LLC | 2.4M | $52.9M | +109.2% | 0.797% | 0.06% |
| 21 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.3M | $51.7M | +1.1% | 0.778% | 0.02% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.0M | $44.9M | -4.0% | 0.676% | 0.01% |
| 23 | BRANDYWINE TRUST CO | 2.0M | $43.5M | 0.0% | 0.655% | 7.01% |
| 24 | Gotham Asset Management, LLC | 1.8M | $40.7M | +300.7% | 0.613% | 0.09% |
| 25 | Ensign Peak Advisors, Inc | 1.6M | $35.5M | -6.6% | 0.534% | 0.06% |
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 CPB — a direct measure of their conviction.
| 57.39% |
| +0.62 pp |
| $5.81B |
| 9.9% |
| Q4 2024 | 610 | 3.0% | 56.77% | +4.57 pp | $6.45B | +0.2% |
| Q3 2024 | 629 | — | 52.20% | — | $6.43B | — |
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 CPB during Q2 2026, while 97 fully exited. 252 added to existing positions and 155 trimmed.
CPB institutional ownership rose by 1.59 percentage points quarter-over-quarter, with a net change of +43 holders.
The top 10 institutions account for 53.1% of all reported 13F value in CPB, and the top 25 account for 77.1%.
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.