| VANGUARD PORTFOLIO MANAGEMENT LLC |
| 3.5M |
| $742.9M |
| -0.3% |
| 5.332% |
| 0.03% |
| 5 | WCM INVESTMENT MANAGEMENT, LLC | 3.0M | $646.0M | +6.2% | 4.590% | 1.17% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 3.0M | $629.7M | +0.8% | 4.520% | 0.01% |
| 7 | STATE STREET CORP | 2.4M | $501.5M | +3.9% | 3.600% | 0.01% |
| 8 | EARNEST PARTNERS LLC | 2.2M | $471.9M | -2.1% | 3.387% | 1.70% |
| 9 | AMERICAN CENTURY COMPANIES INC | 1.5M | $323.6M | -16.6% | 2.323% | 0.14% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1.4M | $301.0M | +1.0% | 2.160% | 0.02% |
| 11 | AQR CAPITAL MANAGEMENT LLC | 1.3M | $284.4M | -28.1% | 2.042% | 0.10% |
| 12 | MORGAN STANLEY | 1.2M | $264.4M | +2.8% | 1.898% | 0.01% |
| 13 | BANK OF AMERICA CORP /DE/ | 1.2M | $251.6M | +0.4% | 1.806% | 0.02% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 1.2M | $247.7M | +4.5% | 1.778% | 0.04% |
| 15 | NORGES BANK | 851K | $181.0M | — | 1.299% | 0.02% |
| 16 | SEI INVESTMENTS CO | 846K | $179.8M | +1.0% | 1.291% | 0.16% |
| 17 | Bahl & Gaynor LLC | 738K | $156.9M | +15.3% | 1.126% | 0.72% |
| 18 | NORTHERN TRUST CORP | 705K | $149.9M | +4.1% | 1.076% | 0.02% |
| 19 | FIRST TRUST ADVISORS LP | 694K | $147.5M | +44.8% | 1.059% | 0.09% |
| 20 | CITADEL ADVISORS LLC | 590K | $125.5M | +44.4% | 0.901% | 0.01% |
| 21 | HARDING LOEVNER LP | 547K | $116.4M | -21.4% | 0.836% | 1.09% |
| 22 | NORDEA INVESTMENT MANAGEMENT AB | 532K | $114.0M | -6.0% | 0.812% | 0.09% |
| 23 | Douglas Lane & Associates, LLC | 527K | $112.0M | -3.5% | 0.804% | 1.52% |
| 24 | Ensign Peak Advisors, Inc | 514K | $109.3M | +1.3% | 0.785% | 0.18% |
| 25 | Polar Capital Holdings Plc | 495K | $105.3M | -9.5% | 0.756% | 0.25% |
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 RGA — a direct measure of their conviction.
| 96.73% |
| 0.15 pp |
| $11.85B |
| 8.3% |
| Q4 2024 | 615 | +2.8% | 96.88% | +2.93 pp | $12.92B | 4.6% |
| Q3 2024 | 598 | — | 93.95% | — | $13.54B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
61 institutions opened new positions in RGA during Q2 2026, while 45 fully exited. 415 added to existing positions and 135 trimmed.
RGA institutional ownership rose by 1.31 percentage points quarter-over-quarter, with a net change of +22 holders.
The top 10 institutions account for 54.2% of all reported 13F value in RGA, and the top 25 account for 73.1%.
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.
Reinsurance Group of America, Incorporated (RGA) Institutional Ownership