| 0.04% |
| 4 | MORGAN STANLEY | 4.6M | $242.0M | -10.5% | 4.837% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2.7M | $143.1M | -0.2% | 2.861% | 0.00% |
| 6 | FIRST TRUST ADVISORS LP | 2.7M | $142.3M | +20.0% | 2.844% | 0.08% |
| 7 | STATE STREET CORP | 2.3M | $121.8M | +1.2% | 2.436% | 0.00% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.8M | $96.9M | +4.4% | 1.936% | 0.01% |
| 9 | FMR LLC | 1.6M | $83.4M | +56.6% | 1.667% | 0.00% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 1.6M | $81.9M | +17.9% | 1.638% | 0.01% |
| 11 | BANK OF MONTREAL /CAN/ | 1.5M | $76.6M | +11641.4% | 1.531% | 0.03% |
| 12 | SNYDER CAPITAL MANAGEMENT L P | 1.3M | $69.7M | -2.7% | 1.392% | 1.20% |
| 13 | DISCIPLINED GROWTH INVESTORS INC /MN | 1.2M | $65.6M | -1.6% | 1.312% | 1.11% |
| 14 | NORGES BANK | 851K | $44.7M | — | 0.894% | 0.00% |
| 15 | GOLDMAN SACHS GROUP INC | 824K | $43.3M | -30.2% | 0.866% | 0.00% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 808K | $42.5M | +0.5% | 0.850% | 0.01% |
| 17 | Invesco Ltd. | 674K | $35.4M | +172.8% | 0.708% | 0.00% |
| 18 | AMERIPRISE FINANCIAL INC | 661K | $34.8M | +728.2% | 0.695% | 0.01% |
| 19 | CITADEL ADVISORS LLC | 612K | $32.2M | +1467.4% | 0.643% | 0.00% |
| 20 | NORTHERN TRUST CORP | 549K | $28.8M | +2.9% | 0.577% | 0.00% |
| 21 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 527K | $27.7M | +323.4% | 0.554% | 0.01% |
| 22 | Fiera Capital Corp | 476K | $25.1M | -42.9% | 0.501% | 0.09% |
| 23 | BANK OF AMERICA CORP /DE/ | 446K | $23.4M | +4.7% | 0.469% | 0.00% |
| 24 | Boston Trust Walden Corp | 433K | $22.7M | -3.8% | 0.455% | 0.17% |
| 25 | Robeco Institutional Asset Management B.V. | 428K | $22.5M | +18.0% | 0.450% | 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 DLB — a direct measure of their conviction.
| 58.60% |
| +2.29 pp |
| $4.32B |
| 1.5% |
| Q4 2024 | 411 | +3.5% | 56.31% | +2.24 pp | $4.39B | +3.1% |
| Q3 2024 | 397 | — | 54.07% | — | $4.26B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
DLB institutional ownership rose by 3.08 percentage points quarter-over-quarter, with a net change of -26 holders.
The top 10 institutions account for 56.9% of all reported 13F value in DLB, and the top 25 account for 75.9%.
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.