Rankings

Institutional ownership intelligence from SEC Form 13F filings

What These Rankings Represent

These rankings aggregate data from SEC Form 13F filings across the most recent reporting quarter. The Largest Funds list ranks 20 institutional investment managers by the total reported value of their U.S. equity portfolios; at the top, Neuberger Berman Group LLC reports $123795.0T across 2,046 holdings. The Most Widely Held Stocks list ranks 20 securities by the number of distinct 13F filers holding a position — MICROSOFT CORP currently shows the most filers, with 272 institutional holders reporting $26725.3T in combined value.

The three movers panels — Biggest New Buys, Biggest Additions, and Complete Exits — show the largest discretionary position changes from the most recent quarter, sorted by dollar value. "NEW" means a filer reported zero shares in the prior quarter and a non-zero position this quarter; "INCREASED" reflects material additions to pre-existing positions; "SOLD" means a prior-quarter position fell to zero this quarter. Because 13F data is filed within 45 days of quarter end, every data point on this page reflects positions that existed at quarter end — not current holdings. Each row links to the relevant filer or issuer page so the full filing chain can be verified on SEC EDGAR.

Not investment advice. These rankings summarize public SEC filings and are informational only. They are not recommendations to mimic any fund's trades. 13F disclosures omit short positions, options written, cash, non-U.S. equities, and most derivatives, so any fund's true economic exposure may differ materially from what appears here. Past institutional activity does not predict future security performance. Consult a licensed financial professional before making investment decisions based on institutional ownership data.

Largest Funds by AUM

# Fund Portfolio Value Holdings
1 Neuberger Berman Group LLC $123795.0T 2,046
2 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $109559.3T 7,377
3 RHUMBLINE ADVISERS $106905.3T 4,181
4 Clearbridge Investments, LLC $92647.6T 732
5 Universal- Beteiligungs- und Servicegesellschaft mbH $50588.7T 1,006
6 Squarepoint Ops LLC $48084.7T 2,814
7 Cetera Investment Advisers $42396.1T 3,658
8 Pacer Advisors, Inc. $39146.8T 3,827
9 FRANKLIN RESOURCES INC (BEN) $27177.2T 2,907
10 Boston Partners $24705.7T 766
11 STRS OHIO $23873.6T 1,922
12 FARALLON CAPITAL MANAGEMENT LLC $22052.0T 167
13 CIBC Bancorp USA Inc. $18292.5T 1,464
14 Sanctuary Advisors, LLC $15764.2T 2,363
15 AKRE CAPITAL MANAGEMENT LLC $12089.2T 21
16 Orion Porfolio Solutions, LLC $11714.5T 1,967
17 Jefferies Financial Group Inc. (JEF) $9122.0T 1,248
18 JONES FINANCIAL COMPANIES LLLP $7817.3T 3,697
19 Polar Asset Management Partners Inc. $7371.5T 648
20 CIBC Private Wealth Group LLC $7283.2T 3,086

Most Widely Held Stocks

# Stock Holder Count Total Value
1 MICROSOFT CORP 272 $26725.3T
2 APPLE INC 266 $23836.3T
3 NVIDIA CORPORATION 259 $29300.2T
4 AMAZON COM INC 254 $16817.8T
5 ALPHABET INC 247 $10189.8T
6 JPMORGAN CHASE & CO. 226 $7685.4T
7 BERKSHIRE HATHAWAY INC DEL 222 $6298.9T
8 META PLATFORMS INC 221 $12808.5T
9 VISA INC 220 $9416.3T
10 SPDR S&P 500 ETF TR 218 $13124.9T
11 ALPHABET INC 212 $8375.6T
12 JOHNSON & JOHNSON 204 $3381.1T
13 HOME DEPOT INC 203 $4715.6T
14 COSTCO WHSL CORP NEW 199 $4770.0T
15 EXXON MOBIL CORP 199 $3802.9T
16 WALMART INC 197 $3280.6T
17 BROADCOM INC 193 $8630.2T
18 ELI LILLY & CO 192 $6631.7T
19 TESLA INC 189 $4774.5T
20 CHEVRON CORP NEW 188 $3002.0T

Biggest New Buys

NVIDIA CORPORATION
MICROSOFT CORP
MICROSOFT CORP
NVIDIA CORPORATION
NEWMONT CORP
EXXON MOBIL CORP
COMCAST CORP NEW
MERCK & CO. INC.
BRISTOL MYERS SQUIBB CO
NVIDIA CORPORATION
CHEVRON CORP NEW
ALTRIA GROUP INC
APPLE INC
AT&T INC
VERIZON COMMUNICATIONS I

Biggest Additions

CARVANA CO
ARCHER AVIATION INC
ARES MANAGEMENT CORPORATION
STRATEGY INC
BROOKFIELD BUSINESS PARTNERS
CRH PUBLIC LIMITED CO F
LUMINAR TECHNOLOGIES INC
J P MORGAN EXCHANGE TRADED F
HERTZ GLOBAL HLDGS INC
CHART INDS INC
GOSSAMER BIO INC
VANGUARD S&P 500 ETF
J P MORGAN EXCHANGE TRADED F
ROCKET COMPANIES CLA A
BERTO ACQUISITION CORP

Complete Exits

NVIDIA CORPORATION

Source: U.S. Securities and Exchange Commission (SEC) — EDGAR Form 13F-HR institutional holdings filings · 2024 Q4 Rankings derived from quarterly 13F filings of institutional managers with $100M+ AUM.