| 6.480% |
| 0.01% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2.2M | $128.1M | -1.4% | 4.494% | 0.00% |
| 5 | STATE STREET CORP | 1.9M | $114.2M | +2.9% | 4.007% | 0.00% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1.7M | $102.7M | +6.1% | 3.603% | 0.01% |
| 7 | GENEVA CAPITAL MANAGEMENT LLC | 1.4M | $82.6M | -21.7% | 2.897% | 1.89% |
| 8 | ROYCE & ASSOCIATES LP | 1.3M | $77.7M | +15.6% | 2.727% | 0.63% |
| 9 | Conestoga Capital Advisors, LLC | 1.3M | $74.4M | -33.6% | 2.609% | 1.62% |
| 10 | MORGAN STANLEY | 1.2M | $71.3M | +13.3% | 2.502% | 0.00% |
| 11 | AQR CAPITAL MANAGEMENT LLC | 1.1M | $67.3M | +16.7% | 2.360% | 0.02% |
| 12 | FIRST TRUST ADVISORS LP | 1.1M | $63.7M | +12.3% | 2.233% | 0.04% |
| 13 | TWO SIGMA INVESTMENTS, LP | 1.0M | $60.7M | -6.2% | 2.130% | 0.04% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 928K | $54.5M | +0.9% | 1.912% | 0.01% |
| 15 | NORGES BANK | 884K | $51.9M | — | 1.822% | 0.01% |
| 16 | Resona Asset Management Co.,Ltd. | 754K | $44.5M | +9.1% | 1.555% | 0.21% |
| 17 | NORTHERN TRUST CORP | 648K | $38.1M | -2.4% | 1.336% | 0.00% |
| 18 | WELLS FARGO & COMPANY/MN | 568K | $33.4M | -7.3% | 1.171% | 0.01% |
| 19 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 560K | $32.9M | +8.1% | 1.153% | 0.04% |
| 20 | Invesco Ltd. | 534K | $31.4M | -6.7% | 1.100% | 0.00% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 527K | $31.0M | +0.6% | 1.086% | 0.00% |
| 22 | BANK OF AMERICA CORP /DE/ | 498K | $29.3M | -7.7% | 1.027% | 0.00% |
| 23 | JPMORGAN CHASE & CO | 481K | $28.9M | +79.2% | 0.992% | 0.00% |
| 24 | GOLDMAN SACHS GROUP INC | 446K | $26.2M | -42.7% | 0.920% | 0.00% |
| 25 | Bank of New York Mellon Corp | 416K | $24.4M | -8.6% | 0.857% | 0.00% |
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 EXPO — a direct measure of their conviction.
| 95.02% |
| 0.64 pp |
| $3.63B |
| 13% |
| Q4 2024 | 357 | +0.0% | 95.66% | +2.48 pp | $4.19B | 17% |
| Q3 2024 | 357 | — | 93.18% | — | $5.05B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
EXPO institutional ownership fell by 1.02 percentage points quarter-over-quarter, with a net change of -16 holders.
The top 10 institutions account for 53.4% of all reported 13F value in EXPO, and the top 25 account for 76.4%.
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.
Exponent, Inc. (EXPO) Institutional Ownership