| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7.1M | $1.52B | +68.2% | 2.313% | 0.07% |
| 5 | MORGAN STANLEY | 4.9M | $1.05B | -2.6% | 1.594% | 0.06% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 4.9M | $1.04B | +0.2% | 1.591% | 0.06% |
| 7 | FMR LLC | 4.5M | $968.3M | -2.3% | 1.477% | 0.04% |
| 8 | JPMORGAN CHASE & CO | 3.7M | $787.7M | +4.1% | 1.192% | 0.04% |
| 9 | BANK OF AMERICA CORP /DE/ | 3.2M | $682.6M | +70.8% | 1.041% | 0.04% |
| 10 | NORGES BANK | 3.2M | $674.0M | — | 1.028% | 0.07% |
| 11 | Allspring Global Investments Holdings, LLC | 2.5M | $544.5M | +12.4% | 0.824% | 0.84% |
| 12 | Pictet Asset Management Holding SA | 2.5M | $526.1M | -20.3% | 0.802% | 0.50% |
| 13 | Invesco Ltd. | 2.4M | $500.8M | +6.7% | 0.764% | 0.04% |
| 14 | TWO SIGMA INVESTMENTS, LP | 2.3M | $485.9M | +33.0% | 0.741% | 0.35% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.2M | $473.9M | +0.9% | 0.723% | 0.06% |
| 16 | NORTHERN TRUST CORP | 2.2M | $463.0M | -2.1% | 0.706% | 0.05% |
| 17 | GOLDMAN SACHS GROUP INC | 2.2M | $459.6M | -7.3% | 0.701% | 0.04% |
| 18 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 2.1M | $454.4M | +1.4% | 0.693% | 0.08% |
| 19 | UBS Group AG | 2.1M | $449.2M | -16.4% | 0.685% | 0.06% |
| 20 | DIMENSIONAL FUND ADVISORS LP | 2.0M | $434.4M | +17.5% | 0.663% | 0.08% |
| 21 | AQR CAPITAL MANAGEMENT LLC | 1.7M | $365.9M | +17.6% | 0.558% | 0.13% |
| 22 | STIFEL FINANCIAL CORP | 1.5M | $324.2M | -5.6% | 0.495% | 0.27% |
| 23 | LONDON CO OF VIRGINIA | 1.5M | $318.6M | +314.3% | 0.486% | 1.82% |
| 24 | VICTORY CAPITAL MANAGEMENT INC | 1.3M | $275.3M | +5.6% | 0.420% | 0.15% |
| 25 | FRANKLIN RESOURCES INC | 1.3M | $266.6M | -18.4% | 0.407% | 0.06% |
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 RSG — a direct measure of their conviction.
| 58.87% |
| +0.16 pp |
| $40.27B |
| +19% |
| Q4 2024 | 1,184 | +3.4% | 58.71% | +0.86 pp | $33.95B | +1.8% |
| Q3 2024 | 1,145 | — | 57.85% | — | $33.33B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
RSG institutional ownership rose by 0.37 percentage points quarter-over-quarter, with a net change of -7 holders.
The top 10 institutions account for 42.8% of all reported 13F value in RSG, and the top 25 account for 60.4%.
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.