| 9.417% |
| 5.88% |
| 4 | Robeco Institutional Asset Management B.V. | 14.7M | $141.1M | +37.1% | 8.015% | 0.17% |
| 5 | MORGAN STANLEY | 13.4M | $128.2M | +3.5% | 7.283% | 0.01% |
| 6 | CoreView Capital Management Ltd | 11.2M | $107.4M | +2.0% | 6.100% | 19.63% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 10.0M | $95.3M | -22.8% | 5.415% | 0.00% |
| 8 | Tiger Pacific Capital LP | 8.0M | $76.3M | 0.0% | 4.337% | 34.98% |
| 9 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7.6M | $72.8M | +2.9% | 4.135% | 0.03% |
| 10 | STATE STREET CORP | 7.5M | $72.0M | -2.3% | 4.092% | 0.00% |
| 11 | GOLDMAN SACHS GROUP INC | 6.7M | $64.6M | +15.6% | 3.669% | 0.01% |
| 12 | Point72 Asset Management, L.P. | 6.6M | $62.8M | +294.4% | 3.566% | 0.07% |
| 13 | BANK OF AMERICA CORP /DE/ | 6.0M | $57.8M | -4.1% | 3.281% | 0.00% |
| 14 | Connor, Clark & Lunn Investment Management Ltd. | 5.2M | $49.8M | +51.6% | 2.829% | 0.09% |
| 15 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | 4.9M | $46.5M | +52.4% | 2.643% | 0.20% |
| 16 | SERENITY CAPITAL MANAGEMENT PTE. LTD. | 4.7M | $45.3M | 0.0% | 2.571% | 13.65% |
| 17 | GEODE CAPITAL MANAGEMENT, LLC | 4.3M | $40.5M | +59.2% | 2.311% | 0.00% |
| 18 | CAUSEWAY CAPITAL MANAGEMENT LLC | 4.1M | $39.5M | +18.6% | 2.243% | 0.43% |
| 19 | NORGES BANK | 4.1M | $39.0M | — | 2.214% | 0.00% |
| 20 | HSBC HOLDINGS PLC | 3.5M | $33.3M | +21.2% | 1.891% | 0.01% |
| 21 | Caption Management, LLC | 3.3M | $31.3M | +243.9% | 1.776% | 0.15% |
| 22 | BNP PARIBAS FINANCIAL MARKETS | 2.9M | $27.3M | -4.9% | 1.552% | 0.01% |
| 23 | JPMORGAN CHASE & CO | 2.9M | $27.1M | +2491.3% | 1.556% | 0.00% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 2.7M | $25.6M | -23.8% | 1.455% | 0.01% |
| 25 | E Fund Management Co., Ltd. | 2.6M | $25.1M | +22.7% | 1.427% | 0.56% |
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 TAL — a direct measure of their conviction.
| 161.33% |
| 38.66 pp |
| $3.62B |
| 22% |
| Q4 2024 | 222 | +0.5% | 199.99% | +66.09 pp | $4.64B | +32% |
| Q3 2024 | 221 | — | 133.90% | — | $3.52B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
TAL institutional ownership rose by 15.52 percentage points quarter-over-quarter, with a net change of +12 holders.
The top 10 institutions account for 53.7% of all reported 13F value in TAL, and the top 25 account for 79.6%.
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.