13F QoQ Ownership Changes
ATHM Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 25 new · 58 added · 79 reduced · 26 exited
New Positions(25)
Added To(58)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| FIL Ltd | 4,308,693 | +20,228 | $95.9M | -$26.5M | 0.5% |
| BlackRock, Inc. | 3,677,305 | +47,437 | $81.9M | -$21.8M | 1.3% |
| FEDERATED HERMES, INC. | 2,852,839 | +1,326,281 | $63.5M | +$19.9M | 86.9% |
| VANGUARD GROUP INC | 2,682,506 | +39,969 | $59.7M | -$15.7M | 1.5% |
| M&G PLC | 3,420,121 | +413,287 | $75.2M | -$12.0M | 13.7% |
| STATE STREET CORP | 1,317,893 | +42,911 | $30.9M | -$5.5M | 3.4% |
| MORGAN STANLEY | 514,960 | +2,465 | $11.5M | -$3.2M | 0.5% |
| GOLDMAN SACHS GROUP INC | 718,526 | +63,288 | $16.0M | -$2.7M | 9.7% |
| JANE STREET GROUP, LLC | 157,093 | +123,914 | $3.5M | +$2.5M | 373.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 421,544 | +12,933 | $9.3M | -$2.3M | 3.2% |
| SEI INVESTMENTS CO | 338,606 | +2,482 | $7.5M | -$2.1M | 0.7% |
| MACKENZIE FINANCIAL CORP | 102,088 | +90,988 | $2.4M | +$2.1M | 819.7% |
| Aberdeen Group plc | 409,689 | +24,338 | $9.1M | -$1.9M | 6.3% |
| BNP PARIBAS FINANCIAL MARKETS | 362,660 | +42,746 | $8.1M | -$1.1M | 13.4% |
| AMERICAN CENTURY COMPANIES INC | 341,286 | +42,610 | $7.6M | -$930.2K | 14.3% |
| Bank of New York Mellon Corp | 119,504 | +57,015 | $2.7M | +$876.1K | 91.2% |
| UBS Group AG | 595,970 | +148,865 | $13.3M | +$501.4K | 33.3% |
| ABN AMRO INVESTMENT SOLUTIONS | 208,749 | +68,572 | $4.6M | +$495.1K | 48.9% |
| DIMENSIONAL FUND ADVISORS LP | 309,597 | +85,150 | $6.9M | +$490.4K | 37.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 77,514 | +110 | $1.7M | -$484.4K | 0.1% |
| E Fund Management (Hong Kong) Co., Ltd. | 79,418 | +34,139 | $1.7M | +$426.7K | 75.4% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 91,180 | +33,940 | $2.0M | +$395.5K | 59.3% |
| NEW YORK STATE COMMON RETIREMENT FUND | 126,144 | +14,305 | $2.8M | -$385.0K | 12.8% |
| Pictet Asset Management Holding SA | 418,500 | +104,800 | $9.3M | +$359.7K | 33.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36,100 | +19,100 | $803.6K | +$318.2K | 112.3% |
| Quantinno Capital Management LP | 57,582 | +22,065 | $1.3M | +$267.8K | 62.1% |
| FRANKLIN RESOURCES INC | 47,261 | +2,447 | $1.1M | -$227.4K | 5.5% |
| MILLENNIUM MANAGEMENT LLC | 21,326 | +12,531 | $474.7K | +$223.6K | 142.5% |
| BlueCrest Capital Management Ltd | 49,500 | +4,000 | $1.1M | -$197.2K | 8.8% |
| Amundi | 168,430 | +31,767 | $3.7M | -$188.0K | 23.2% |
| Swedbank AB | 35,186 | +1,500 | $783.2K | -$178.5K | 4.5% |
| VIRTUS ADVISERS, LLC | 11,100 | +7,400 | $283.4K | +$177.8K | 200.0% |
| RBF Capital, LLC | 20,000 | +10,000 | $445.2K | +$159.7K | 100.0% |
| CIBC WORLD MARKET INC. | 20,572 | +9,729 | $457.9K | +$148.4K | 89.7% |
| Kepler Cheuvreux (Suisse) SA | 76,381 | +12,029 | $1.7M | -$137.0K | 18.7% |
| DEUTSCHE BANK AG\ | 168,394 | +33,433 | $3.7M | -$104.7K | 24.8% |
| CITIGROUP INC | 74,264 | +12,715 | $1.7M | -$104.1K | 20.6% |
| Ethic Inc. | 24,922 | +2,297 | $554.8K | -$91.2K | 10.2% |
| Caisse de depot et placement du Quebec | 27,074 | +3,874 | $602.7K | -$59.7K | 16.7% |
| Mitsubishi UFJ Trust & Banking Corp | 11,101 | +601 | $247.1K | -$52.7K | 5.7% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 260,601 | +58,877 | $5.8M | +$41.8K | 29.2% |
| US BANCORP \DE\ | 45,949 | +9,005 | $1.0M | -$31.9K | 24.4% |
| ACADIAN ASSET MANAGEMENT LLC | 4,387,897 | +214,127 | $97.6K | -$21.5K | 5.1% |
| Global Retirement Partners, LLC | 1,652 | +1,112 | $36.8K | +$21.4K | 205.9% |
| Mondrian Investment Partners LTD | 5,714 | +523 | $127.2K | -$21.0K | 10.1% |
| Sequoia Financial Advisors, LLC | 9,159 | +1,326 | $203.9K | -$19.8K | 16.9% |
| Raiffeisen Bank International AG | 7,900 | +900 | $183.6K | -$19.5K | 12.8% |
| Bell Investment Advisors, Inc | 372 | +355 | $8.3K | +$7.8K | 2088.2% |
| EverSource Wealth Advisors, LLC | 280 | +188 | $6.2K | +$3.6K | 204.3% |
| Guinness Asset Management LTD | 3,271 | +560 | $75.6K | -$3.1K | 20.6% |
| PRIVATE TRUST CO NA | 191 | +144 | $4.3K | +$2.9K | 306.4% |
| SG Americas Securities, LLC | 56,595 | +38,341 | $1.3K | +$739 | 210.0% |
| Farther Finance Advisors, LLC | 239 | +78 | $5.3K | +$723 | 48.4% |
| BI Asset Management Fondsmaeglerselskab A/S | 40,169 | +1,751 | $894 | -$203 | 4.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 33 | +1 | $735 | -$179 | 3.1% |
| GSA CAPITAL PARTNERS LLP | 20,193 | +8,541 | $449 | +$116 | 73.3% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 23,889 | +4,005 | $531 | -$37 | 20.1% |
| VAN ECK ASSOCIATES CORP | 19,191 | +3,755 | $427 | -$14 | 24.3% |
Reduced(79)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Invesco Ltd. | 6,439,900 | -1,528,465 | $143.4M | -$84.1M | -19.2% |
| Robeco Institutional Asset Management B.V. | 1,510,651 | -527,748 | $33.6M | -$24.6M | -25.9% |
| Krane Funds Advisors LLC | 3,095,012 | -292,040 | $68.9M | -$24.3M | -8.6% |
| North of South Capital LLP | 2,272,864 | -12,075 | $50.6M | -$14.6M | -0.5% |
| AQR CAPITAL MANAGEMENT LLC | 484,520 | -269,860 | $10.8M | -$10.8M | -35.8% |
| Long Corridor Asset Management Ltd | 134,423 | -285,936 | $3.0M | -$9.0M | -68.0% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1,268,252 | -36,018 | $28.2M | -$9.0M | -2.8% |
| FMR LLC | 1,309 | -299,592 | $29.1K | -$8.6M | -99.6% |
| AVIVA PLC | 45,518 | -244,388 | $1.0M | -$7.3M | -84.3% |
| NORGES BANK | 636,443 | -3,286 | $14.2M | -$6.7M | -0.5% |
| BANK OF AMERICA CORP /DE/ | 140,500 | -117,906 | $3.1M | -$4.2M | -45.6% |
| Legal & General Group Plc | 443,971 | -4,806 | $9.9M | -$2.9M | -1.1% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,973 | -97,600 | $222.0K | -$2.8M | -90.7% |
| AMERIPRISE FINANCIAL INC | 108,749 | -64,457 | $2.4M | -$2.5M | -37.2% |
| Russell Investments Group, Ltd. | 410,173 | -2,120 | $9.5M | -$2.4M | -0.5% |
| Oasis Management Co Ltd. | 367,978 | 0 | $8.2M | -$2.3M | 0.0% |
| Swiss National Bank | 92,089 | -54,800 | $2.0M | -$2.1M | -37.3% |
| NORTHERN TRUST CORP | 256,507 | -13,616 | $5.7M | -$2.0M | -5.0% |
| Royal Bank of Canada | 53,589 | -56,662 | $1.2M | -$1.8M | -51.4% |
| MACQUARIE GROUP LTD | 37,036 | -35,867 | $824.4K | -$1.3M | -49.2% |
| STRS OHIO | 6,800 | -37,600 | $151.4K | -$1.1M | -84.7% |
| JPMORGAN CHASE & CO | 73,807 | -22,442 | $1.6M | -$1.1M | -23.3% |
| Oldfield Partners LLP | 35,700 | -26,400 | $794.7K | -$978.3K | -42.5% |
| Sumitomo Mitsui Trust Group, Inc. | 153,169 | 0 | $3.4M | -$963.4K | 0.0% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 41,524 | -24,311 | $924.3K | -$955.3K | -36.9% |
| Nuveen, LLC | 139,412 | -1,700 | $3.1M | -$925.4K | -1.2% |
| Creative Planning | 61,303 | -12,512 | $1.4M | -$742.8K | -16.9% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 91,300 | 0 | $2.0M | -$574.3K | 0.0% |
| PRUDENTIAL PLC | 13,334 | -16,488 | $296.8K | -$554.6K | -55.3% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 84,645 | 0 | $1.9M | -$496.9K | 0.0% |
| California Public Employees Retirement System | 76,204 | -316 | $1.7M | -$488.3K | -0.4% |
| DANSKE BANK A/S | 6,717 | -12,051 | $149.5K | -$386.3K | -64.2% |
| Marex Group plc | 50,000 | 0 | $1.1M | -$314.5K | 0.0% |
| BARCLAYS PLC | 66,769 | -789 | $1.7M | -$206.8K | -1.2% |
| APG Asset Management N.V. | 37,479 | 0 | $710.4K | -$200.3K | 0.0% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 24,900 | -1,000 | $554.3K | -$185.2K | -3.9% |
| KLP KAPITALFORVALTNING AS | 35,000 | 0 | $821.1K | -$178.2K | 0.0% |
| Diversified Trust Co | 23,057 | -41 | $513.2K | -$146.2K | -0.2% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 22,691 | 0 | $505.1K | -$142.7K | 0.0% |
| QUADRANT CAPITAL GROUP LLC | 753 | -4,792 | $16.8K | -$141.5K | -86.4% |
| Resona Asset Management Co.,Ltd. | 21,424 | 0 | $479.0K | -$133.8K | 0.0% |
| PRUDENTIAL FINANCIAL INC | 19,100 | 0 | $425.2K | -$120.1K | 0.0% |
| Vident Advisory, LLC | 11,316 | -1,088 | $251.9K | -$102.2K | -8.8% |
| RHUMBLINE ADVISERS | 10,541 | -1,166 | $234.6K | -$99.6K | -9.9% |
| Mirae Asset Global Investments Co., Ltd. | 5,911 | -1,804 | $131.6K | -$88.7K | -23.4% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,450 | -23 | $277.1K | -$79.0K | -0.2% |
| Lansforsakringar Fondforvaltning AB (publ) | 12,000 | 0 | $267.1K | -$75.5K | 0.0% |
| Guinness Atkinson Asset Management Inc | 12,300 | 0 | $284.1K | -$72.8K | 0.0% |
| Asset Management One Co., Ltd. | 11,084 | 0 | $256.0K | -$60.4K | 0.0% |
| PNC Financial Services Group, Inc. | 1,670 | -1,552 | $37.2K | -$54.8K | -48.2% |
| Korea Investment CORP | 3,200 | -1,200 | $71.2K | -$54.4K | -27.3% |
| Police & Firemen's Retirement System of New Jersey | 7,720 | 0 | $171.8K | -$48.6K | 0.0% |
| NOMURA ASSET MANAGEMENT CO LTD | 7,500 | 0 | $166.9K | -$47.2K | 0.0% |
| Rockefeller Capital Management L.P. | 3,704 | -786 | $82.5K | -$45.7K | -17.5% |
| SIGNATUREFD, LLC | 590 | -1,006 | $13.1K | -$32.4K | -63.0% |
| Ensign Peak Advisors, Inc | 4,750 | 0 | $105.7K | -$29.9K | 0.0% |
| Parallel Advisors, LLC | 2,396 | -490 | $53.3K | -$29.1K | -17.0% |
| WELLS FARGO & COMPANY/MN | 10 | -550 | $223 | -$15.8K | -98.2% |
| TD Waterhouse Canada Inc. | 1,963 | -48 | $43.5K | -$14.0K | -2.4% |
| Tower Research Capital LLC (TRC) | 236 | -398 | $5.3K | -$12.8K | -62.8% |
| GROUP ONE TRADING LLC | 98 | -256 | $2.2K | -$7.9K | -72.3% |
| Polunin Capital Partners Ltd | 1,143,866 | -9,349 | $26.4K | -$6.4K | -0.8% |
| CVA Family Office, LLC | 653 | 0 | $14.5K | -$4.1K | 0.0% |
| Quantbot Technologies LP | 580 | 0 | $12.9K | -$3.6K | 0.0% |
| SBI Securities Co., Ltd. | 129 | -55 | $2.9K | -$2.4K | -29.9% |
| OSAIC HOLDINGS, INC. | 201 | -24 | $4.5K | -$2.1K | -10.7% |
| CANADA LIFE ASSURANCE Co | 112,639 | -43,822 | $2.5K | -$2.0K | -28.0% |
| NewEdge Advisors, LLC | 126 | 0 | $2.8K | -$792 | 0.0% |
| CIBC Private Wealth Group LLC | 105 | 0 | $2.3K | -$661 | 0.0% |
| Triumph Capital Management | 100 | 0 | $2.2K | -$629 | 0.0% |
| DekaBank Deutsche Girozentrale | 2,859 | 0 | $674 | +$594 | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 59 | -5 | $1.3K | -$546 | -7.8% |
| Murphy & Mullick Capital Management Corp | 74 | 0 | $1.6K | -$466 | 0.0% |
| Physician Wealth Advisors, Inc. | 24 | -4 | $535 | -$265 | -14.3% |
| Federation des caisses Desjardins du Quebec | 25 | 0 | $557 | -$157 | 0.0% |
| Abound Wealth Management | 4 | 0 | $90 | -$25 | 0.0% |
| Gulf International Bank (UK) Ltd | 2,494 | 0 | $56 | -$15 | 0.0% |
| TD PRIVATE CLIENT WEALTH LLC | 1 | 0 | $21 | -$6 | 0.0% |
| CWM, LLC | 94 | -185 | $2 | -$6 | -66.3% |