| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3.5M | $562.2M | +1.2% | 4.509% | 0.01% |
| 5 | STATE STREET CORP | 2.6M | $412.9M | -11.8% | 3.311% | 0.01% |
| 6 | Polar Capital Holdings Plc | 2.1M | $343.2M | -6.4% | 2.753% | 0.81% |
| 7 | JANE STREET GROUP, LLC | 2.0M | $325.6M | +101.8% | 2.611% | 0.03% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.8M | $294.5M | -16.2% | 2.351% | 0.02% |
| 9 | BANK OF AMERICA CORP /DE/ | 1.8M | $285.3M | -28.1% | 2.288% | 0.02% |
| 10 | PRIMECAP MANAGEMENT CO/CA/ | 1.7M | $270.3M | -5.5% | 2.168% | 0.16% |
| 11 | Invesco Ltd. | 1.6M | $252.5M | +27.5% | 2.025% | 0.02% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 1.4M | $226.8M | +0.5% | 1.820% | 0.04% |
| 13 | SEI INVESTMENTS CO | 1.3M | $214.8M | -20.2% | 1.723% | 0.19% |
| 14 | FULLER & THALER ASSET MANAGEMENT, INC. | 1.2M | $189.5M | +4.2% | 1.520% | 0.52% |
| 15 | NORGES BANK | 1.0M | $163.8M | — | 1.314% | 0.02% |
| 16 | MORGAN STANLEY | 900K | $143.9M | -31.2% | 1.154% | 0.01% |
| 17 | ALLIANCEBERNSTEIN L.P. | 1.5M | $141.3M | -34.7% | 1.869% | 0.05% |
| 18 | GF FUND MANAGEMENT CO. LTD. | 776K | $124.1M | +6366.7% | 0.995% | 1.49% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 750K | $120.0M | -20.8% | 0.962% | 0.02% |
| 20 | TREMBLANT CAPITAL GROUP | 713K | $114.1M | — | 0.915% | 3.28% |
| 21 | MILLENNIUM MANAGEMENT LLC | 681K | $108.9M | +276.4% | 0.873% | 0.04% |
| 22 | GOLDMAN SACHS GROUP INC | 661K | $105.8M | -24.3% | 0.848% | 0.01% |
| 23 | Pictet Asset Management Holding SA | 654K | $104.3M | +5215.8% | 0.839% | 0.10% |
| 24 | Bank of New York Mellon Corp | 649K | $103.8M | +2.5% | 0.833% | 0.02% |
| 25 | Nuveen, LLC | 649K | $103.8M | -23.6% | 0.833% | 0.02% |
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 FORM — a direct measure of their conviction.
| 98.08% |
| 0.55 pp |
| $2.10B |
| 35% |
| Q4 2024 | 294 | 7.0% | 98.63% | +3.33 pp | $3.25B | 1.2% |
| Q3 2024 | 316 | — | 95.30% | — | $3.29B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
152 institutions opened new positions in FORM during Q2 2026, while 43 fully exited. 303 added to existing positions and 39 trimmed.
FORM institutional ownership fell by 2.19 percentage points quarter-over-quarter, with a net change of +113 holders.
The top 10 institutions account for 50.6% of all reported 13F value in FORM, and the top 25 account for 70.6%.
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.