| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 5.8M | $301.4M | +0.6% | 4.490% | 0.01% |
| 5 | Neuberger Berman Group LLC | 4.1M | $210.5M | -8.4% | 3.136% | 0.07% |
| 6 | Capital Research Global Investors | 3.7M | $188.8M | -5.5% | 2.813% | 0.03% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 3.5M | $182.0M | +7.0% | 2.710% | 0.01% |
| 8 | GOLDMAN SACHS GROUP INC | 3.1M | $158.2M | +58.9% | 2.357% | 0.01% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 2.9M | $149.4M | +1.7% | 2.226% | 0.03% |
| 10 | VICTORY CAPITAL MANAGEMENT INC | 2.8M | $143.9M | +6.9% | 2.144% | 0.08% |
| 11 | COOKE & BIELER LP | 2.3M | $118.2M | -19.9% | 1.760% | 1.37% |
| 12 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 2.3M | $116.6M | -6.6% | 1.737% | 0.76% |
| 13 | FMR LLC | 2.2M | $115.7M | +92.0% | 1.724% | 0.01% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.8M | $92.4M | +0.9% | 1.377% | 0.01% |
| 15 | NORTHERN TRUST CORP | 1.7M | $89.6M | +1.0% | 1.335% | 0.01% |
| 16 | Capital International Investors | 1.6M | $80.7M | -22.7% | 1.202% | 0.02% |
| 17 | CITADEL ADVISORS LLC | 1.5M | $78.5M | +46.8% | 1.169% | 0.00% |
| 18 | MORGAN STANLEY | 1.5M | $76.3M | +20.5% | 1.136% | 0.00% |
| 19 | Channing Capital Management, LLC | 1.3M | $66.4M | β | 0.989% | 1.53% |
| 20 | BANK OF AMERICA CORP /DE/ | 1.2M | $62.7M | -5.1% | 0.934% | 0.00% |
| 21 | VOYA INVESTMENT MANAGEMENT LLC | 1.2M | $61.0M | +7.0% | 0.908% | 0.05% |
| 22 | SEGALL BRYANT & HAMILL, LLC | 1.2M | $59.9M | +4.2% | 0.892% | 0.71% |
| 23 | Madison Asset Management, LLC | 1.1M | $59.0M | +23.0% | 0.880% | 0.70% |
| 24 | NORGES BANK | 1.1M | $56.0M | β | 0.834% | 0.01% |
| 25 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1.1M | $55.8M | +45.5% | 0.831% | 0.49% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in GBCI β a direct measure of their conviction.
| 79.87% |
| 3.35 pp |
| $3.84B |
| 15% |
| Q4 2024 | 344 | +11% | 83.22% | +2.88 pp | $4.52B | +14% |
| Q3 2024 | 309 | β | 80.34% | β | $3.96B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
GBCI institutional ownership rose by 4.68 percentage points quarter-over-quarter, with a net change of +20 holders.
The top 10 institutions account for 52.0% of all reported 13F value in GBCI, and the top 25 account for 73.1%.
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.