| 0.20% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3.6M | $577.1M | +0.3% | 4.508% | 0.01% |
| 5 | STATE STREET CORP | 3.1M | $492.4M | +1.1% | 3.846% | 0.01% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 3.0M | $469.2M | +6.8% | 3.666% | 0.09% |
| 7 | FIRST TRUST ADVISORS LP | 2.9M | $460.9M | +33.1% | 3.601% | 0.27% |
| 8 | AMERICAN CENTURY COMPANIES INC | 2.3M | $358.5M | +10.4% | 2.801% | 0.16% |
| 9 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 2.2M | $352.6M | -0.0% | 2.755% | 0.06% |
| 10 | DAVIS SELECTED ADVISERS | 2.1M | $330.7M | -0.9% | 2.584% | 1.42% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1.9M | $324.8M | +2.0% | 2.391% | 0.02% |
| 12 | NORDEA INVESTMENT MANAGEMENT AB | 1.3M | $198.7M | +11.4% | 1.558% | 0.16% |
| 13 | Point72 Asset Management, L.P. | 1.2M | $195.1M | +236.4% | 1.524% | 0.22% |
| 14 | NORGES BANK | 1.1M | $175.5M | — | 1.371% | 0.02% |
| 15 | HARRIS ASSOCIATES L P | 1.1M | $174.1M | +19.7% | 1.360% | 0.23% |
| 16 | JPMORGAN CHASE & CO | 1.1M | $167.0M | -14.0% | 1.325% | 0.01% |
| 17 | Nykredit A/S | 1.0M | $166.1M | — | 1.297% | 0.29% |
| 18 | GENDELL JEFFREY L | 1.0M | $160.1M | +7.1% | 1.251% | 1.41% |
| 19 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 958K | $152.3M | -25.1% | 1.190% | 0.07% |
| 20 | Allspring Global Investments Holdings, LLC | 1.0M | $150.8M | -14.4% | 1.244% | 0.23% |
| 21 | BANK OF AMERICA CORP /DE/ | 841K | $133.7M | +13.0% | 1.044% | 0.01% |
| 22 | GOLDMAN SACHS GROUP INC | 778K | $123.6M | +6.2% | 0.966% | 0.01% |
| 23 | MORGAN STANLEY | 723K | $115.0M | -12.4% | 0.898% | 0.01% |
| 24 | NORTHERN TRUST CORP | 715K | $113.7M | -0.4% | 0.889% | 0.01% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 715K | $113.6M | +2.0% | 0.888% | 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 OC — a direct measure of their conviction.
| 87.09% |
| +1.08 pp |
| $9.67B |
| 18% |
| Q4 2024 | 756 | +6.5% | 86.01% | 0.39 pp | $11.76B | 7.7% |
| Q3 2024 | 710 | — | 86.40% | — | $12.73B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
OC institutional ownership rose by 5.13 percentage points quarter-over-quarter, with a net change of +65 holders.
The top 10 institutions account for 47.0% of all reported 13F value in OC, and the top 25 account for 66.7%.
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.