| 4 | FMR LLC | 2.7M | $177.8M | +45.3% | 4.675% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2.3M | $150.4M | -0.3% | 3.955% | 0.00% |
| 6 | STATE STREET CORP | 1.9M | $122.5M | +1.2% | 3.221% | 0.00% |
| 7 | Diamond Hill Capital Management, LLC (Investment Advisor) | 1.9M | $120.7M | -1.8% | 3.174% | 0.97% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.3M | $84.7M | +2.4% | 2.226% | 0.00% |
| 9 | WESTFIELD CAPITAL MANAGEMENT CO LP | 1.3M | $82.1M | +2.7% | 2.158% | 0.27% |
| 10 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.2M | $81.0M | +13.2% | 2.130% | 0.04% |
| 11 | GOLDMAN SACHS GROUP INC | 830K | $54.0M | +22.0% | 1.419% | 0.00% |
| 12 | UBS Group AG | 785K | $51.1M | +143.0% | 1.342% | 0.01% |
| 13 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 759K | $49.4M | +16.6% | 1.298% | 0.44% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 613K | $39.9M | -1.0% | 1.048% | 0.01% |
| 15 | MORGAN STANLEY | 554K | $36.0M | +7.5% | 0.947% | 0.00% |
| 16 | DIMENSIONAL FUND ADVISORS LP | 497K | $32.3M | +1.9% | 0.850% | 0.01% |
| 17 | AMERIPRISE FINANCIAL INC | 482K | $31.4M | +6.1% | 0.825% | 0.01% |
| 18 | NORTHERN TRUST CORP | 479K | $31.2M | -0.3% | 0.819% | 0.00% |
| 19 | Invesco Ltd. | 445K | $29.0M | -80.2% | 0.761% | 0.00% |
| 20 | Bank of New York Mellon Corp | 416K | $27.1M | -1.6% | 0.712% | 0.00% |
| 21 | MILLENNIUM MANAGEMENT LLC | 384K | $25.0M | +49.7% | 0.657% | 0.01% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 345K | $22.5M | +4.8% | 0.590% | 0.00% |
| 23 | Woodline Partners LP | 328K | $21.3M | +60.8% | 0.561% | 0.07% |
| 24 | Capital World Investors | 313K | $20.3M | 0.0% | 0.534% | 0.00% |
| 25 | PRINCIPAL FINANCIAL GROUP INC | 287K | $18.7M | -0.1% | 0.491% | 0.01% |
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 RRR — a direct measure of their conviction.
| 85.85% |
| 0.69 pp |
| $2.01B |
| 7.7% |
| Q4 2024 | 190 | 4.5% | 86.54% | 0.09 pp | $2.18B | 16% |
| Q3 2024 | 199 | — | 86.63% | — | $2.58B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
RRR institutional ownership rose by 2.51 percentage points quarter-over-quarter, with a net change of -11 holders.
The top 10 institutions account for 75.0% of all reported 13F value in RRR, and the top 25 account for 89.2%.
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.