| 0.01% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 3.4M | $499.2M | +47.2% | 3.334% | 0.03% |
| 5 | STATE STREET CORP | 3.4M | $498.5M | +4.0% | 3.310% | 0.01% |
| 6 | DEUTSCHE BANK AG\ | 3.0M | $445.3M | -0.7% | 2.974% | 0.13% |
| 7 | Neuberger Berman Group LLC | 3.0M | $438.8M | +1.8% | 2.931% | 0.15% |
| 8 | TORTOISE CAPITAL ADVISORS, L.L.C. | 3.0M | $436.7M | -1.1% | 2.917% | 4.44% |
| 9 | Blackstone Inc. | 2.5M | $365.5M | -7.1% | 2.441% | 0.94% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 2.3M | $333.7M | -0.1% | 2.229% | 0.06% |
| 11 | 59 North Capital Management, LP | 2.0M | $289.7M | -24.7% | 1.935% | 6.45% |
| 12 | GOLDMAN SACHS GROUP INC | 1.9M | $285.2M | -10.3% | 1.905% | 0.02% |
| 13 | Clearbridge Investments, LLC | 1.6M | $234.2M | +555.6% | 1.564% | 0.19% |
| 14 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.5M | $232.7M | +171.7% | 1.446% | 0.07% |
| 15 | MORGAN STANLEY | 1.2M | $170.4M | +14.4% | 1.138% | 0.01% |
| 16 | CITADEL ADVISORS LLC | 1.2M | $168.9M | -17.7% | 1.128% | 0.01% |
| 17 | Capital Research Global Investors | 1.1M | $168.5M | +1.0% | 1.125% | 0.02% |
| 18 | Invesco Ltd. | 1.1M | $159.8M | +9.8% | 1.067% | 0.01% |
| 19 | REAVES W H & CO INC | 1.1M | $157.8M | +15.3% | 1.054% | 2.39% |
| 20 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.1M | $156.3M | +0.6% | 1.044% | 0.19% |
| 21 | WESTWOOD HOLDINGS GROUP INC | 1.0M | $152.6M | -3.3% | 1.020% | 1.15% |
| 22 | Merewether Investment Management, LP | 946K | $138.8M | +13.3% | 0.927% | 2.62% |
| 23 | NORTHERN TRUST CORP | 915K | $134.2M | +0.7% | 0.896% | 0.02% |
| 24 | Bank of New York Mellon Corp | 853K | $125.1M | -4.4% | 0.836% | 0.02% |
| 25 | NORGES BANK | 809K | $118.7M | — | 0.793% | 0.01% |
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 DTM — a direct measure of their conviction.
| 79.87% |
| 2.22 pp |
| $7.68B |
| 3.4% |
| Q4 2024 | 564 | +17% | 82.09% | +3.35 pp | $7.95B | +39% |
| Q3 2024 | 484 | — | 78.74% | — | $5.71B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
DTM institutional ownership rose by 3.45 percentage points quarter-over-quarter, with a net change of +29 holders.
The top 10 institutions account for 50.3% of all reported 13F value in DTM, and the top 25 account for 72.0%.
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.