| 4 | FMR LLC | 10.1M | $4.95B | +2.2% | 4.562% | 0.22% |
| 5 | STATE STREET CORP | 10.1M | $4.95B | -0.3% | 4.559% | 0.07% |
| 6 | MORGAN STANLEY | 5.4M | $2.66B | +2.1% | 2.450% | 0.14% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 5.2M | $2.54B | +0.2% | 2.352% | 0.14% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.6M | $1.76B | +1.6% | 1.625% | 0.08% |
| 9 | FRANKLIN RESOURCES INC | 3.3M | $1.62B | +54.0% | 1.490% | 0.35% |
| 10 | Nuveen, LLC | 3.0M | $1.48B | +7.1% | 1.363% | 0.35% |
| 11 | NORGES BANK | 2.9M | $1.43B | — | 1.320% | 0.14% |
| 12 | NORTHERN TRUST CORP | 2.5M | $1.21B | -1.8% | 1.113% | 0.14% |
| 13 | BANK OF AMERICA CORP /DE/ | 2.4M | $1.18B | +46.2% | 1.091% | 0.08% |
| 14 | UBS Group AG | 2.4M | $1.16B | -5.1% | 1.072% | 0.15% |
| 15 | AMERIPRISE FINANCIAL INC | 2.3M | $1.15B | -7.2% | 1.061% | 0.23% |
| 16 | Bank of New York Mellon Corp | 2.3M | $1.12B | -3.9% | 1.028% | 0.18% |
| 17 | GOLDMAN SACHS GROUP INC | 2.2M | $1.09B | -0.2% | 1.001% | 0.09% |
| 18 | WELLINGTON MANAGEMENT GROUP LLP | 2.1M | $1.03B | -8.2% | 0.949% | 0.18% |
| 19 | NORDEA INVESTMENT MANAGEMENT AB | 2.0M | $992.6M | -23.2% | 0.912% | 0.81% |
| 20 | Amundi | 1.9M | $956.2M | -10.5% | 0.881% | 0.23% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.8M | $869.7M | +7.8% | 0.801% | 0.12% |
| 22 | Jupiter Topco LLC | 1.7M | $858.8M | — | 0.791% | 0.35% |
| 23 | Fisher Asset Management, LLC | 1.7M | $844.9M | -7.6% | 0.778% | 0.25% |
| 24 | ALLIANCEBERNSTEIN L.P. | 1.8M | $764.7M | +393.4% | 0.830% | 0.25% |
| 25 | Pictet Asset Management Holding SA | 1.6M | $764.4M | -19.3% | 0.704% | 0.73% |
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 TT — a direct measure of their conviction.
| 86.48% |
| +1.51 pp |
| $61.61B |
| 8.4% |
| Q4 2024 | 1,513 | +6.7% | 84.97% | +0.77 pp | $67.25B | 3.3% |
| Q3 2024 | 1,418 | — | 84.20% | — | $69.57B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
TT institutional ownership rose by 0.45 percentage points quarter-over-quarter, with a net change of +95 holders.
The top 10 institutions account for 47.5% of all reported 13F value in TT, and the top 25 account for 64.3%.
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.
Trane Technologies plc (TT) Institutional Ownership