| 7.064% |
| 1.72% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.1M | $442.9M | +23.6% | 5.655% | 0.02% |
| 5 | MORGAN STANLEY | 1.7M | $373.2M | +1.6% | 4.765% | 0.02% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1.5M | $330.2M | -28.4% | 4.216% | 0.01% |
| 7 | AQR CAPITAL MANAGEMENT LLC | 1.4M | $296.7M | +687.1% | 3.843% | 0.10% |
| 8 | STATE STREET CORP | 1.1M | $231.7M | -9.6% | 2.958% | 0.00% |
| 9 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 729K | $170.2M | +56.8% | 2.001% | 0.05% |
| 10 | Bank of New York Mellon Corp | 690K | $148.2M | +152.1% | 1.893% | 0.02% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 584K | $125.4M | -34.7% | 1.601% | 0.01% |
| 12 | Neuberger Berman Group LLC | 546K | $117.4M | +241.4% | 1.499% | 0.04% |
| 13 | DIMENSIONAL FUND ADVISORS LP | 530K | $114.0M | +31.0% | 1.455% | 0.02% |
| 14 | AMERICAN CENTURY COMPANIES INC | 500K | $107.5M | +2347.5% | 1.373% | 0.05% |
| 15 | CITADEL ADVISORS LLC | 442K | $94.9M | +2.9% | 1.212% | 0.01% |
| 16 | Corient Private Wealth LP | 434K | $93.2M | +59.5% | 1.190% | 0.04% |
| 17 | UBS Group AG | 427K | $91.8M | +14.9% | 1.173% | 0.01% |
| 18 | NORGES BANK | 412K | $88.6M | — | 1.132% | 0.01% |
| 19 | WELLS FARGO & COMPANY/MN | 404K | $86.8M | -4.5% | 1.109% | 0.01% |
| 20 | JPMORGAN CHASE & CO | 404K | $85.7M | -15.5% | 1.107% | 0.00% |
| 21 | LONDON CO OF VIRGINIA | 379K | $81.5M | -4.4% | 1.040% | 0.46% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 347K | $74.5M | -3.9% | 0.952% | 0.01% |
| 23 | GOLDMAN SACHS GROUP INC | 334K | $71.8M | +31.4% | 0.917% | 0.01% |
| 24 | Invesco Ltd. | 329K | $70.8M | -68.8% | 0.904% | 0.01% |
| 25 | FIRST MANHATTAN CO. LLC. | 323K | $69.4M | +13.4% | 0.887% | 0.18% |
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 POOL — a direct measure of their conviction.
| 101.95% |
| +2.60 pp |
| $11.86B |
| 5.3% |
| Q4 2024 | 719 | +4.2% | 99.35% | +0.59 pp | $12.52B | 7.1% |
| Q3 2024 | 690 | — | 98.76% | — | $13.48B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
POOL institutional ownership rose by 9.29 percentage points quarter-over-quarter, with a net change of +20 holders.
The top 10 institutions account for 48.9% of all reported 13F value in POOL, and the top 25 account for 65.9%.
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.