| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 127.8M | $5.41B | +13.1% | 3.060% | 0.72% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 106.8M | $4.51B | +0.6% | 2.558% | 0.24% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 77.4M | $3.28B | +0.8% | 1.854% | 0.15% |
| 7 | MORGAN STANLEY | 70.3M | $2.98B | -5.1% | 1.684% | 0.16% |
| 8 | BANK OF AMERICA CORP /DE/ | 60.9M | $2.58B | -2.0% | 1.458% | 0.17% |
| 9 | NORGES BANK | 54.3M | $2.30B | — | 1.301% | 0.23% |
| 10 | NORTHERN TRUST CORP | 43.8M | $1.86B | -1.1% | 1.050% | 0.22% |
| 11 | JPMORGAN CHASE & CO | 41.2M | $1.82B | +25.1% | 0.986% | 0.10% |
| 12 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 41.2M | $1.74B | +14.1% | 0.986% | 0.32% |
| 13 | GOLDMAN SACHS GROUP INC | 39.2M | $1.66B | -0.5% | 0.940% | 0.14% |
| 14 | GQG Partners LLC | 35.9M | $1.52B | -21.5% | 0.859% | 2.83% |
| 15 | DIMENSIONAL FUND ADVISORS LP | 33.6M | $1.42B | +2.7% | 0.805% | 0.26% |
| 16 | RAYMOND JAMES FINANCIAL INC | 31.7M | $1.34B | +8.0% | 0.759% | 0.36% |
| 17 | Bank of New York Mellon Corp | 30.4M | $1.29B | -20.5% | 0.727% | 0.21% |
| 18 | PeakShares LLC | 28K | $1.20B | +0.1% | 0.001% | 0.89% |
| 19 | Legal & General Group Plc | 27.3M | $1.16B | -2.7% | 0.655% | 0.24% |
| 20 | FMR LLC | 26.0M | $1.10B | -16.7% | 0.622% | 0.05% |
| 21 | ROYAL BANK OF CANADA | 24.5M | $1.04B | -3.2% | 0.587% | 0.15% |
| 22 | UBS Group AG | 24.5M | $1.04B | +3.7% | 0.586% | 0.13% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 23.1M | $978.8M | -1.2% | 0.554% | 0.22% |
| 24 | Invesco Ltd. | 22.3M | $943.2M | +0.1% | 0.534% | 0.07% |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21.7M | $918.1M | +1.0% | 0.519% | 0.07% |
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 VZ — a direct measure of their conviction.
| 65.28% |
| +0.84 pp |
| $129.54B |
| +25% |
| Q4 2024 | 2,877 | +3.4% | 64.44% | +2.19 pp | $103.44B | 8.8% |
| Q3 2024 | 2,783 | — | 62.25% | — | $113.39B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
VZ institutional ownership rose by 2.08 percentage points quarter-over-quarter, with a net change of -86 holders.
The top 10 institutions account for 48.6% of all reported 13F value in VZ, 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.