| 4 | GAMCO INVESTORS, INC. ET AL | 980K | $38.2M | -1.7% | 4.401% | 0.34% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 938K | $36.5M | +1.1% | 4.212% | 0.00% |
| 6 | STATE STREET CORP | 843K | $32.9M | +4.1% | 3.787% | 0.00% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 637K | $24.8M | +5.6% | 2.863% | 0.00% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 552K | $21.5M | +7.1% | 2.480% | 0.00% |
| 9 | GABELLI FUNDS LLC | 442K | $17.2M | +0.4% | 1.985% | 0.11% |
| 10 | Invesco Ltd. | 438K | $17.1M | +10.4% | 1.966% | 0.00% |
| 11 | MORGAN STANLEY | 353K | $13.8M | +57.8% | 1.587% | 0.00% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 327K | $12.8M | -13.8% | 1.470% | 0.00% |
| 13 | NORTHERN TRUST CORP | 297K | $11.6M | +5.3% | 1.335% | 0.00% |
| 14 | GOLDMAN SACHS GROUP INC | 285K | $11.1M | +36.5% | 1.282% | 0.00% |
| 15 | BNP PARIBAS FINANCIAL MARKETS | 281K | $11.0M | -0.5% | 1.264% | 0.00% |
| 16 | Bank of New York Mellon Corp | 279K | $10.9M | +1.4% | 1.254% | 0.00% |
| 17 | ALGERT GLOBAL LLC | 277K | $10.8M | +11.7% | 1.243% | 0.13% |
| 18 | AMERICAN CENTURY COMPANIES INC | 260K | $10.1M | -7.2% | 1.170% | 0.00% |
| 19 | Qube Research & Technologies Ltd | 238K | $9.3M | -15.6% | 1.069% | 0.01% |
| 20 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 209K | $8.2M | -0.2% | 0.940% | 0.14% |
| 21 | Nuveen, LLC | 189K | $7.3M | -5.6% | 0.847% | 0.00% |
| 22 | TWO SIGMA INVESTMENTS, LP | 161K | $6.3M | +2.9% | 0.724% | 0.00% |
| 23 | Allianz Asset Management GmbH | 151K | $5.9M | — | 0.676% | 0.00% |
| 24 | Empowered Funds, LLC | 141K | $5.5M | +6.2% | 0.633% | 0.03% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 140K | $5.5M | +3.7% | 0.629% | 0.00% |
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 SMP — a direct measure of their conviction.
| 78.95% |
| +0.20 pp |
| $427M |
| 19% |
| Q4 2024 | 163 | +0.0% | 78.75% | +0.77 pp | $526M | 6.3% |
| Q3 2024 | 163 | — | 77.98% | — | $561M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
SMP institutional ownership rose by 1.67 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 65.0% of all reported 13F value in SMP, and the top 25 account for 85.3%.
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.