| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 14.5M | $3.09B | +2.4% | 4.489% | 0.14% |
| 5 | Invesco Ltd. | 12.3M | $2.62B | +81.4% | 3.808% | 0.21% |
| 6 | FMR LLC | 11.0M | $2.34B | +19.9% | 3.393% | 0.10% |
| 7 | BANK OF AMERICA CORP /DE/ | 9.5M | $2.02B | +1.0% | 2.940% | 0.13% |
| 8 | PRIMECAP MANAGEMENT CO/CA/ | 9.1M | $1.94B | -0.7% | 2.815% | 1.15% |
| 9 | JPMORGAN CHASE & CO | 8.7M | $1.81B | -12.0% | 2.685% | 0.10% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 7.9M | $1.68B | -12.8% | 2.456% | 0.09% |
| 11 | WELLINGTON MANAGEMENT GROUP LLP | 6.6M | $1.41B | +89.2% | 2.045% | 0.24% |
| 12 | NORGES BANK | 5.8M | $1.24B | — | 1.804% | 0.12% |
| 13 | MORGAN STANLEY | 5.0M | $1.07B | -5.9% | 1.548% | 0.06% |
| 14 | GOLDMAN SACHS GROUP INC | 4.0M | $858.5M | -0.9% | 1.247% | 0.07% |
| 15 | FIRST TRUST ADVISORS LP | 3.4M | $727.8M | -7.4% | 1.057% | 0.43% |
| 16 | AQR CAPITAL MANAGEMENT LLC | 3.5M | $726.0M | +89.5% | 1.084% | 0.25% |
| 17 | NORTHERN TRUST CORP | 3.3M | $706.4M | +2.1% | 1.026% | 0.08% |
| 18 | DIMENSIONAL FUND ADVISORS LP | 3.0M | $647.9M | +1.3% | 0.941% | 0.12% |
| 19 | VICTORY CAPITAL MANAGEMENT INC | 2.5M | $536.5M | -0.2% | 0.779% | 0.30% |
| 20 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.4M | $529.3M | +34.6% | 0.750% | 0.17% |
| 21 | Allianz Asset Management GmbH | 2.5M | $522.0M | +20.0% | 0.758% | 0.22% |
| 22 | TWO SIGMA INVESTMENTS, LP | 2.4M | $520.7M | -13.0% | 0.756% | 0.38% |
| 23 | Legal & General Group Plc | 2.2M | $476.2M | +2.6% | 0.692% | 0.10% |
| 24 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 2.2M | $463.3M | +21.6% | 0.673% | 0.08% |
| 25 | AMERIPRISE FINANCIAL INC | 2.2M | $462.4M | +22.8% | 0.672% | 0.09% |
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 ROST — a direct measure of their conviction.
| 89.29% |
| 0.94 pp |
| $41.03B |
| 0.8% |
| Q4 2024 | 1,055 | +4.0% | 90.23% | +4.36 pp | $41.38B | +7.1% |
| Q3 2024 | 1,014 | — | 85.87% | — | $38.62B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
ROST institutional ownership rose by 4.08 percentage points quarter-over-quarter, with a net change of +73 holders.
The top 10 institutions account for 47.5% of all reported 13F value in ROST, and the top 25 account for 65.3%.
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.