| 4 | JPMORGAN CHASE & CO | 19.1M | $494.8M | +4.5% | 0.372% | 0.03% |
| 5 | BANK OF AMERICA CORP /DE/ | 17.3M | $445.6M | +63.5% | 0.336% | 0.03% |
| 6 | FIL Ltd | 16.8M | $433.4M | +0.4% | 0.327% | 0.31% |
| 7 | Temasek Holdings (Private) Ltd | 15.3M | $395.3M | +21.9% | 0.298% | 1.06% |
| 8 | Robeco Institutional Asset Management B.V. | 14.7M | $379.5M | +17.3% | 0.286% | 0.47% |
| 9 | Fisher Asset Management, LLC | 11.7M | $301.4M | -4.6% | 0.228% | 0.09% |
| 10 | LAZARD ASSET MANAGEMENT LLC | 11.4M | $295.0M | +4.4% | 0.223% | 0.45% |
| 11 | BROWN ADVISORY INC | 11.3M | $291.8M | +18.1% | 0.220% | 0.45% |
| 12 | HARDING LOEVNER LP | 11.2M | $286.9M | -24.6% | 0.218% | 2.70% |
| 13 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 9.4M | $283.6M | -2.0% | 0.184% | 0.09% |
| 14 | WELLINGTON MANAGEMENT GROUP LLP | 10.3M | $264.8M | -7.5% | 0.200% | 0.05% |
| 15 | Invesco Ltd. | 9.9M | $254.8M | -8.4% | 0.192% | 0.02% |
| 16 | Orbis Allan Gray Ltd | 9.4M | $244.0M | +428.4% | 0.184% | 0.84% |
| 17 | Connor, Clark & Lunn Investment Management Ltd. | 8.9M | $228.7M | +46.4% | 0.173% | 0.43% |
| 18 | D. E. Shaw & Co., Inc. | 8.4M | $218.2M | +248.3% | 0.165% | 0.10% |
| 19 | Kontiki Capital Management (HK) Ltd. | 8.4M | $217.6M | +19.9% | 0.164% | 14.27% |
| 20 | Boston Partners | 8.3M | $214.4M | +6.2% | 0.162% | 0.19% |
| 21 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 7.5M | $194.0M | +2468.6% | 0.146% | 0.04% |
| 22 | FRANKLIN RESOURCES INC | 7.3M | $189.3M | -17.0% | 0.143% | 0.04% |
| 23 | DODGE & COX | 6.7M | $172.5M | +17.4% | 0.130% | 0.09% |
| 24 | M&G Plc | 6.5M | $168.7M | -0.8% | 0.127% | 0.84% |
| 25 | Trinity Street Asset Management LLP | 6.5M | $167.7M | -15.9% | 0.127% | 8.64% |
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 HDB — a direct measure of their conviction.
| 12.33% |
| +0.27 pp |
| $21.01B |
| +6.4% |
| Q4 2024 | 601 | +3.4% | 12.06% | +0.08 pp | $19.75B | +3.5% |
| Q3 2024 | 581 | — | 11.98% | — | $19.08B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
HDB institutional ownership rose by 0.07 percentage points quarter-over-quarter, with a net change of -53 holders.
The top 10 institutions account for 36.3% of all reported 13F value in HDB, and the top 25 account for 57.6%.
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.