| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 39.8M | $1.20B | -0.7% | 4.668% | 0.05% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 27.8M | $838.8M | +8.6% | 3.254% | 0.11% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 24.1M | $725.9M | +0.2% | 2.827% | 0.04% |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 21.0M | $634.0M | -41.9% | 2.460% | 0.11% |
| 8 | Invesco Ltd. | 18.6M | $561.3M | +4.0% | 2.178% | 0.04% |
| 9 | FIRST TRUST ADVISORS LP | 18.5M | $560.1M | +38.8% | 2.173% | 0.33% |
| 10 | JPMORGAN CHASE & CO | 18.0M | $544.2M | -0.2% | 2.107% | 0.03% |
| 11 | VICTORY CAPITAL MANAGEMENT INC | 17.4M | $524.2M | +13.7% | 2.034% | 0.29% |
| 12 | MORGAN STANLEY | 16.8M | $506.4M | -12.3% | 1.965% | 0.03% |
| 13 | FEDERATED HERMES, INC. | 11.2M | $337.5M | +133822.9% | 1.309% | 0.49% |
| 14 | GOLDMAN SACHS GROUP INC | 10.5M | $318.5M | +15.8% | 1.236% | 0.03% |
| 15 | DIMENSIONAL FUND ADVISORS LP | 10.1M | $304.6M | +2.6% | 1.182% | 0.06% |
| 16 | First Nebraska Trust Co | 10K | $301.6M | — | 0.001% | 0.00% |
| 17 | NORGES BANK | 8.8M | $267.3M | — | 1.037% | 0.03% |
| 18 | NORTHERN TRUST CORP | 8.3M | $252.2M | -1.2% | 0.978% | 0.03% |
| 19 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 8.1M | $244.0M | -0.5% | 0.947% | 0.04% |
| 20 | BANK OF AMERICA CORP /DE/ | 7.3M | $219.1M | +108.9% | 0.850% | 0.01% |
| 21 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 7.2M | $217.6M | +1.0% | 0.843% | 0.07% |
| 22 | THORNBURG INVESTMENT MANAGEMENT INC | 6.7M | $203.7M | +3.5% | 0.791% | 1.95% |
| 23 | Allspring Global Investments Holdings, LLC | 6.2M | $190.8M | -1.3% | 0.726% | 0.29% |
| 24 | Bank of New York Mellon Corp | 6.3M | $188.9M | -5.4% | 0.733% | 0.03% |
| 25 | ROYAL BANK OF CANADA | 6.2M | $187.3M | +13.5% | 0.727% | 0.03% |
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 RF — a direct measure of their conviction.
| 83.81% |
| 0.66 pp |
| $15.72B |
| 3.4% |
| Q4 2024 | 922 | +9.8% | 84.47% | +2.54 pp | $16.28B | 2.6% |
| Q3 2024 | 840 | — | 81.93% | — | $16.71B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
103 institutions opened new positions in RF during Q2 2026, while 78 fully exited. 832 added to existing positions and 128 trimmed.
RF institutional ownership rose by 2.17 percentage points quarter-over-quarter, with a net change of +40 holders.
The top 10 institutions account for 49.7% of all reported 13F value in RF, and the top 25 account for 69.4%.
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.
Regions Financial Corporation (RF) Institutional Ownership