| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 7.4M | $241.2M | +6.0% | 4.181% | 0.01% |
| 5 | STATE STREET CORP | 6.2M | $202.2M | +10.2% | 3.506% | 0.00% |
| 6 | Invesco Ltd. | 5.4M | $176.8M | +16.1% | 3.066% | 0.01% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 4.8M | $156.2M | +12.3% | 2.708% | 0.01% |
| 8 | Providence Equity Partners L.L.C. | 4.0M | $129.9M | -55.5% | 2.251% | 39.45% |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | 3.5M | $116.1M | -36.2% | 2.012% | 0.02% |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.5M | $114.5M | +3.5% | 1.985% | 0.02% |
| 11 | CITADEL ADVISORS LLC | 2.7M | $88.0M | +26.8% | 1.525% | 0.01% |
| 12 | BALYASNY ASSET MANAGEMENT L.P. | 2.7M | $87.4M | +7.9% | 1.516% | 0.11% |
| 13 | LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 2.6M | $86.4M | -15.8% | 1.498% | 3.07% |
| 14 | Fivespan Partners, LP | 2.4M | $77.8M | -14.4% | 1.349% | 18.33% |
| 15 | DIMENSIONAL FUND ADVISORS LP | 2.3M | $76.5M | +5.5% | 1.325% | 0.01% |
| 16 | MORGAN STANLEY | 2.1M | $69.9M | -2.6% | 1.212% | 0.00% |
| 17 | NORTHERN TRUST CORP | 1.9M | $61.9M | +12.3% | 1.074% | 0.01% |
| 18 | Advisors Capital Management, LLC | 1.8M | $58.2M | +1.0% | 1.008% | 0.62% |
| 19 | Bank of New York Mellon Corp | 1.7M | $56.8M | +6.5% | 0.985% | 0.01% |
| 20 | Sumitomo Mitsui Trust Group, Inc. | 1.5M | $49.0M | -13.8% | 0.850% | 0.03% |
| 21 | GOLDMAN SACHS GROUP INC | 1.4M | $47.0M | +21.9% | 0.815% | 0.00% |
| 22 | GRS Advisors, LLC | 1.3M | $43.1M | +1.9% | 0.747% | 3.64% |
| 23 | Russell Investments Group, Ltd. | 1.2M | $40.4M | +21.5% | 0.701% | 0.04% |
| 24 | Nuveen, LLC | 1.2M | $39.1M | +54.7% | 0.677% | 0.01% |
| 25 | FEDERATED HERMES, INC. | 1.2M | $37.7M | +1.7% | 0.654% | 0.05% |
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 OUT β a direct measure of their conviction.
| 101.20% |
| +98.26 pp |
| $2.46B |
| +2941% |
| Q4 2024 | 16 | β | 2.94% | β | $81M | 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.
OUT institutional ownership rose by 2.24 percentage points quarter-over-quarter, with a net change of +38 holders.
The top 10 institutions account for 57.7% of all reported 13F value in OUT, and the top 25 account for 75.4%.
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.