| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 34.9M | $1.66B | +0.5% | 6.029% | 0.04% |
| 5 | Blackstone Inc. | 28.8M | $1.37B | 0.0% | 4.983% | 3.52% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 28.4M | $1.35B | +0.6% | 4.915% | 0.06% |
| 7 | Boston Partners | 18.5M | $879.4M | +4.9% | 3.192% | 0.78% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 14.0M | $661.7M | +1.5% | 2.415% | 0.04% |
| 9 | Invesco Ltd. | 12.0M | $569.5M | +0.0% | 2.070% | 0.05% |
| 10 | Allspring Global Investments Holdings, LLC | 10.9M | $511.0M | +8.9% | 1.876% | 0.78% |
| 11 | MORGAN STANLEY | 10.2M | $486.2M | -7.2% | 1.768% | 0.03% |
| 12 | FEDERATED HERMES, INC. | 9.8M | $465.7M | +0.4% | 1.693% | 0.67% |
| 13 | GOLDMAN SACHS GROUP INC | 6.9M | $329.3M | +17.7% | 1.197% | 0.03% |
| 14 | Neuberger Berman Group LLC | 6.8M | $325.3M | -13.7% | 1.182% | 0.11% |
| 15 | JPMORGAN CHASE & CO | 5.7M | $272.7M | +8.5% | 0.980% | 0.02% |
| 16 | BANK OF AMERICA CORP /DE/ | 5.5M | $263.6M | +2.7% | 0.958% | 0.02% |
| 17 | NORTHERN TRUST CORP | 4.6M | $216.9M | -0.9% | 0.789% | 0.03% |
| 18 | Legal & General Group Plc | 4.4M | $211.3M | -2.4% | 0.768% | 0.04% |
| 19 | FRANKLIN RESOURCES INC | 4.0M | $189.6M | -17.8% | 0.689% | 0.04% |
| 20 | Bank of New York Mellon Corp | 3.8M | $180.0M | +1.7% | 0.654% | 0.03% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.7M | $176.0M | +1.8% | 0.640% | 0.02% |
| 22 | ROYAL BANK OF CANADA | 3.7M | $173.9M | -4.6% | 0.632% | 0.03% |
| 23 | MILLENNIUM MANAGEMENT LLC | 3.1M | $148.2M | -69.5% | 0.539% | 0.05% |
| 24 | VICTORY CAPITAL MANAGEMENT INC | 3.1M | $146.9M | -21.6% | 0.534% | 0.08% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 2.9M | $140.2M | -0.1% | 0.510% | 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 FE — a direct measure of their conviction.
| 84.01% |
| 0.93 pp |
| $19.07B |
| +1.7% |
| Q4 2024 | 772 | +2.8% | 84.94% | +1.19 pp | $18.76B | 7.9% |
| Q3 2024 | 751 | — | 83.75% | — | $20.37B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
FE institutional ownership fell by 0.71 percentage points quarter-over-quarter, with a net change of +11 holders.
The top 10 institutions account for 62.1% of all reported 13F value in FE, and the top 25 account for 77.5%.
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.
FirstEnergy Corp. (FE) Institutional Ownership