| 4 | STATE STREET CORP | 11.3M | $528.0M | +0.1% | 5.964% | 0.01% |
| 5 | AQR CAPITAL MANAGEMENT LLC | 9.8M | $454.7M | +153.4% | 5.137% | 0.16% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 8.6M | $398.2M | +1.0% | 4.498% | 0.01% |
| 7 | VICTORY CAPITAL MANAGEMENT INC | 6.1M | $281.6M | -27.3% | 3.181% | 0.16% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 4.4M | $205.0M | +1.2% | 2.315% | 0.01% |
| 9 | MORGAN STANLEY | 3.8M | $177.3M | +30.3% | 2.003% | 0.01% |
| 10 | FEDERATED HERMES, INC. | 3.1M | $145.5M | +3.2% | 1.644% | 0.21% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.1M | $145.0M | +4.6% | 1.638% | 0.02% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 2.8M | $131.2M | +0.1% | 1.482% | 0.02% |
| 13 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.6M | $128.7M | -14.0% | 1.345% | 0.04% |
| 14 | Quantinno Capital Management LP | 2.6M | $119.9M | +46.6% | 1.354% | 0.14% |
| 15 | NORGES BANK | 2.5M | $117.4M | — | 1.327% | 0.01% |
| 16 | RUSH ISLAND MANAGEMENT, LP | 2.5M | $115.1M | -20.2% | 1.300% | 7.63% |
| 17 | JPMORGAN CHASE & CO | 2.4M | $114.7M | +7.0% | 1.269% | 0.01% |
| 18 | GOLDMAN SACHS GROUP INC | 2.0M | $94.1M | +0.7% | 1.064% | 0.01% |
| 19 | NORTHERN TRUST CORP | 2.0M | $91.8M | +2.6% | 1.036% | 0.01% |
| 20 | Daiwa Securities Group Inc. | 1.9M | $89.8M | +2360.2% | 1.015% | 0.18% |
| 21 | TWO SIGMA INVESTMENTS, LP | 1.9M | $89.7M | +4.3% | 1.014% | 0.06% |
| 22 | BANK OF AMERICA CORP /DE/ | 1.9M | $87.7M | +74.0% | 0.991% | 0.01% |
| 23 | Bank of New York Mellon Corp | 1.8M | $85.4M | -3.4% | 0.965% | 0.01% |
| 24 | EQUITY INVESTMENT CORP | 1.7M | $77.6M | +0.3% | 0.876% | 1.48% |
| 25 | Jefferies Financial Group Inc. | 1.4M | $66.6M | +164.2% | 0.752% | 0.44% |
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 NNN — a direct measure of their conviction.
| 89.63% |
| 1.93 pp |
| $6.87B |
| +2.0% |
| Q4 2024 | 478 | 2.2% | 91.56% | +1.83 pp | $6.73B | 14% |
| Q3 2024 | 489 | — | 89.73% | — | $7.82B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
NNN institutional ownership rose by 5.74 percentage points quarter-over-quarter, with a net change of +62 holders.
The top 10 institutions account for 55.8% of all reported 13F value in NNN, and the top 25 account for 74.1%.
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.
NNN REIT, Inc. (NNN) Institutional Ownership