| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 26.7M | $928.1M | -4.3% | 4.997% | 0.04% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 18.0M | $628.1M | +12.0% | 3.382% | 0.08% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 16.0M | $555.5M | +1.4% | 3.002% | 0.03% |
| 7 | AQR CAPITAL MANAGEMENT LLC | 15.0M | $522.2M | +14.7% | 2.812% | 0.18% |
| 8 | MORGAN STANLEY | 12.4M | $431.4M | +13.8% | 2.323% | 0.02% |
| 9 | UBS Group AG | 12.1M | $419.4M | +24.7% | 2.258% | 0.05% |
| 10 | NORDEA INVESTMENT MANAGEMENT AB | 11.3M | $401.7M | +6.9% | 2.120% | 0.33% |
| 11 | Invesco Ltd. | 10.7M | $372.3M | +4.4% | 2.005% | 0.03% |
| 12 | NORGES BANK | 9.0M | $313.3M | — | 1.687% | 0.03% |
| 13 | GOLDMAN SACHS GROUP INC | 7.1M | $248.1M | +65.6% | 1.336% | 0.02% |
| 14 | NORTHERN TRUST CORP | 5.9M | $206.4M | -0.9% | 1.111% | 0.02% |
| 15 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 5.8M | $202.1M | -19.1% | 1.088% | 0.04% |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.4M | $187.6M | +41.0% | 1.010% | 0.01% |
| 17 | ROYAL BANK OF CANADA | 5.4M | $186.8M | +77.1% | 1.006% | 0.03% |
| 18 | DIMENSIONAL FUND ADVISORS LP | 4.8M | $168.6M | -27.4% | 0.907% | 0.03% |
| 19 | FIRST TRUST ADVISORS LP | 4.4M | $153.7M | +23.0% | 0.828% | 0.09% |
| 20 | HighTower Advisors, LLC | 4.1M | $144.1M | +41.0% | 0.776% | 0.14% |
| 21 | JANE STREET GROUP, LLC | 3.8M | $131.5M | +194.0% | 0.708% | 0.01% |
| 22 | Bank of New York Mellon Corp | 3.7M | $129.3M | +2.4% | 0.696% | 0.02% |
| 23 | BANK OF AMERICA CORP /DE/ | 3.7M | $128.0M | -9.3% | 0.689% | 0.01% |
| 24 | WELLS FARGO & COMPANY/MN | 3.6M | $126.3M | +49.4% | 0.680% | 0.02% |
| 25 | Diamond Hill Capital Management, LLC (Investment Advisor) | 3.6M | $126.1M | -24.4% | 0.679% | 1.01% |
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 GIS — a direct measure of their conviction.
| 84.81% |
| +2.66 pp |
| $33.08B |
| +18% |
| Q4 2024 | 1,561 | +2.4% | 82.15% | +4.55 pp | $27.92B | 5.1% |
| Q3 2024 | 1,525 | — | 77.60% | — | $29.42B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
165 institutions opened new positions in GIS during Q2 2026, while 141 fully exited. 403 added to existing positions and 724 trimmed.
GIS institutional ownership rose by 3.95 percentage points quarter-over-quarter, with a net change of +43 holders.
The top 10 institutions account for 51.4% of all reported 13F value in GIS, and the top 25 account for 68.6%.
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.