13F QoQ Ownership Changes
LPX Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 61 new · 131 added · 226 reduced · 88 exited
New Positions(61)
Added To(131)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Capital Research Global Investors | 1,273,497 | +960,000 | $102.8M | +$75.0M | 306.2% |
| Holocene Advisors, LP | 892,788 | +847,957 | $72.1M | +$68.1M | 1891.5% |
| EMINENCE CAPITAL, LP | 4,048,136 | +932,177 | $326.9M | +$50.1M | 29.9% |
| AMERICAN CENTURY COMPANIES INC | 1,334,371 | +645,599 | $107.8M | +$46.6M | 93.7% |
| 59 North Capital Management, LP | 3,536,884 | +737,406 | $285.6M | +$36.9M | 26.3% |
| Woodline Partners LP | 568,494 | +365,066 | $45.9M | +$27.8M | 179.4% |
| MORGAN STANLEY | 964,411 | +390,808 | $77.9M | +$26.9M | 68.1% |
| Maple Rock Capital Partners Inc. | 588,868 | +347,400 | $47.6M | +$26.1M | 143.9% |
| MILLENNIUM MANAGEMENT LLC | 482,875 | +294,447 | $39.0M | +$22.3M | 156.3% |
| UBS Group AG | 553,695 | +268,899 | $44.7M | +$19.4M | 94.4% |
| FMR LLC | 2,253,310 | +10,350 | $182.0M | -$17.3M | 0.5% |
| STATE STREET CORP | 2,171,315 | +27,710 | $175.4M | -$15.1M | 1.3% |
| CITADEL ADVISORS LLC | 862,193 | +207,778 | $69.6M | +$11.5M | 31.8% |
| FIDUCIARY MANAGEMENT INC /WI/ | 1,098,133 | +211,513 | $88.7M | +$9.9M | 23.9% |
| Squarepoint Ops LLC | 134,389 | +116,078 | $10.9M | +$9.2M | 633.9% |
| D. E. Shaw & Co., Inc. | 131,623 | +107,238 | $10.6M | +$8.5M | 439.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,160,434 | +18,287 | $93.7M | -$7.8M | 1.6% |
| AQR CAPITAL MANAGEMENT LLC | 657,502 | +125,316 | $53.1M | +$7.6M | 23.5% |
| Walleye Capital LLC | 91,658 | +87,062 | $7.4M | +$7.0M | 1894.3% |
| MARSHALL WACE, LLP | 127,566 | +89,788 | $10.3M | +$6.9M | 237.7% |
| DIMENSIONAL FUND ADVISORS LP | 1,624,489 | +74,636 | $131.2M | -$6.5M | 4.8% |
| VICTORY CAPITAL MANAGEMENT INC | 699,784 | +1,138 | $56.5M | -$5.6M | 0.2% |
| Channing Capital Management, LLC | 984,593 | +144,093 | $79.5M | +$4.8M | 17.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 673,472 | +12,173 | $54.4M | -$4.4M | 1.8% |
| Balyasny Asset Management L.P. | 256,565 | +55,617 | $20.7M | +$2.9M | 27.7% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 478,875 | +11,600 | $38.7M | -$2.8M | 2.5% |
| Leith Wheeler Investment Counsel Ltd. | 80,487 | +37,938 | $6.5M | +$2.7M | 89.2% |
| Inspire Investing, LLC | 38,705 | +33,605 | $3.1M | +$2.7M | 658.9% |
| ELWOOD CAPITAL PARTNERS LP | 75,000 | +35,000 | $6.1M | +$2.5M | 87.5% |
| Ceredex Value Advisors LLC | 129,100 | +37,550 | $10.4M | +$2.3M | 41.0% |
| Bank of New York Mellon Corp | 821,609 | +50,792 | $66.4M | -$2.1M | 6.6% |
| CenterBook Partners LP | 32,507 | +23,656 | $2.6M | +$1.8M | 267.3% |
| Strong Tower Advisory Services | 106,734 | +26,931 | $8.6M | +$1.5M | 33.7% |
| Hudson Bay Capital Management LP | 82,038 | +23,497 | $6.6M | +$1.4M | 40.1% |
| TWO SIGMA ADVISERS, LP | 186,900 | +1,400 | $15.1M | -$1.4M | 0.8% |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | 457,254 | +29,212 | $36.9M | -$1.1M | 6.8% |
| JANUS HENDERSON GROUP PLC | 68,239 | +17,745 | $5.5M | +$1.0M | 35.1% |
| Nuveen, LLC | 182,422 | +5,149 | $14.7M | -$1.0M | 2.9% |
| Pictet Asset Management Holding SA | 396,343 | +24,762 | $32.0M | -$1.0M | 6.7% |
| Verition Fund Management LLC | 26,371 | +12,566 | $2.1M | +$903.3K | 91.0% |
| Parcion Private Wealth LLC | 102,174 | +153 | $8.3M | -$812.0K | 0.1% |
| Swiss National Bank | 123,600 | +2,200 | $10.0M | -$803.2K | 1.8% |
| NEW YORK STATE COMMON RETIREMENT FUND | 243,892 | +29,482 | $19.7M | +$648.5K | 13.8% |
| ROBOTTI ROBERT | 79,241 | +535 | $6.4M | -$592.7K | 0.7% |
| BANK OF AMERICA CORP /DE/ | 236,924 | +27,555 | $19.1M | +$533.6K | 13.2% |
| Lighthouse Investment Partners, LLC | 19,370 | +7,653 | $1.6M | +$523.4K | 65.3% |
| ALLIANCEBERNSTEIN L.P. | 80,230 | +1,414 | $6.5M | -$522.6K | 1.8% |
| Aster Capital Management (DIFC) Ltd | 6,719 | +6,024 | $542.6K | +$480.9K | 866.8% |
| Malaga Cove Capital, LLC | 10,614 | +5,420 | $857.2K | +$395.8K | 104.3% |
| First Eagle Investment Management, LLC | 195,699 | +21,783 | $15.8M | +$354.0K | 12.5% |
| 12th Street Asset Management Company, LLC | 42,615 | +15 | $3.4M | -$343.0K | 0.0% |
| Sagefield Capital LP | 52,950 | +1,089 | $4.3M | -$331.1K | 2.1% |
| State of New Jersey Common Pension Fund D | 28,889 | +5,876 | $2.3M | +$288.6K | 25.5% |
| Skye Global Management LP | 81,000 | +4,200 | $6.5M | -$281.4K | 5.5% |
| CI INVESTMENTS INC. | 3,239 | +1,174 | $261.6K | +$261.4K | 56.9% |
| Moran Wealth Management, LLC | 10,773 | +3,711 | $870.0K | +$242.6K | 52.5% |
| FERNBRIDGE CAPITAL MANAGEMENT LP | 900,048 | +79,293 | $72.7M | -$228.0K | 9.7% |
| Tower Research Capital LLC (TRC) | 5,121 | +2,798 | $413.6K | +$207.2K | 120.4% |
| Twin Tree Management, LP | 28,300 | +4,800 | $2.3M | +$197.8K | 20.4% |
| BNP PARIBAS FINANCIAL MARKETS | 11,476 | +3,132 | $926.8K | +$185.5K | 37.5% |
| D.A. DAVIDSON & CO. | 33,575 | +1,151 | $2.7M | -$169.0K | 3.5% |
| Riverwater Partners LLC | 21,317 | +3,790 | $1.7M | +$164.5K | 21.6% |
| Summit Trail Advisors, LLC | 12,284 | +2,738 | $992.1K | +$144.0K | 28.7% |
| GOLDMAN SACHS GROUP INC | 296,016 | +25,567 | $23.9M | -$120.4K | 9.4% |
| Baird Financial Group, Inc. | 14,829 | +40 | $1.2M | -$116.3K | 0.3% |
| Corient Private Wealth LLC | 7,459 | +1,952 | $602.4K | +$113.2K | 35.4% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 14,179 | +53 | $1.1M | -$109.9K | 0.4% |
| NEUBERGER BERMAN GROUP LLC | 18,569 | +577 | $1.5M | -$98.8K | 3.2% |
| Sendero Wealth Management, LLC | 6,780 | +1,520 | $547.6K | +$80.3K | 28.9% |
| Metis Global Partners, LLC | 8,858 | +1,705 | $715.4K | +$79.9K | 23.8% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,918 | +2,897 | $1.9M | +$72.2K | 14.5% |
| Concorde Financial Corp | 35,874 | +667 | $3.2M | +$71.1K | 1.9% |
| Valeo Financial Advisors, LLC | 9,129 | +41 | $737.3K | -$70.1K | 0.5% |
| BURNEY CO/ | 3,355 | +1,060 | $270.9K | +$67.1K | 46.2% |
| Unison Advisors LLC | 8,423 | +25 | $680.2K | -$65.8K | 0.3% |
| Creative Planning | 13,971 | +552 | $1.1M | -$63.8K | 4.1% |
| Private Advisor Group, LLC | 9,197 | +217 | $742.8K | -$55.0K | 2.4% |
| Rockefeller Capital Management L.P. | 2,186 | +778 | $176.6K | +$51.4K | 55.3% |
| TRUE Private Wealth Advisors | 6,268 | +1 | $506.2K | -$50.6K | 0.0% |
| US BANCORP \DE\ | 6,176 | +29 | $498.8K | -$47.3K | 0.5% |
| HANCOCK WHITNEY CORP | 4,435 | +2 | $358.2K | -$35.7K | 0.0% |
| NATIONAL BANK OF CANADA /FI/ | 622 | +443 | $50.2K | +$34.4K | 247.5% |
| State of Wyoming | 1,438 | +510 | $116.1K | +$33.7K | 55.0% |
| Atria Investments, Inc | 7,142 | +311 | $576.8K | -$30.1K | 4.5% |
| Thrivent Financial for Lutherans | 385,416 | +370,856 | $31.1K | +$29.8K | 2547.1% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 18,635 | +1,360 | $1.5M | -$29.7K | 7.9% |
| Wealthspire Advisors, LLC | 6,465 | +256 | $522.2K | -$29.5K | 4.1% |
| Ancora Advisors LLC | 329 | +318 | $26.6K | +$25.6K | 2890.9% |
| TD Waterhouse Canada Inc. | 1,668 | +408 | $134.7K | +$21.1K | 32.4% |
| PNC Financial Services Group, Inc. | 4,583 | +632 | $370.1K | +$19.1K | 16.0% |
| STATE OF WISCONSIN INVESTMENT BOARD | 164,739 | +14,774 | $13.3M | -$18.6K | 9.8% |
| NBC SECURITIES, INC. | 8,674 | +992 | $700.5K | +$18.0K | 12.9% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,723,824 | +332,794 | $139.2K | +$15.6K | 23.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9,474 | +349 | $806.4K | -$14.0K | 3.8% |
| DEUTSCHE BANK AG\ | 20,930 | +1,751 | $1.7M | -$13.6K | 9.1% |
| AlphaQuest LLC | 281 | +172 | $22.7K | +$13.0K | 157.8% |
| STRS OHIO | 1,509 | +3 | $121.9K | -$11.9K | 0.2% |
| JONES FINANCIAL COMPANIES LLLP | 2,773 | +265 | $224.0K | +$11.5K | 10.6% |
| KLCM Advisors, Inc. | 83,869 | +7,511 | $6.8M | -$10.4K | 9.8% |
| Clearstead Advisors, LLC | 213 | +127 | $17.2K | +$9.6K | 147.7% |
| Global Retirement Partners, LLC | 66 | +57 | $5.3K | +$4.5K | 633.3% |
| HUNTINGTON NATIONAL BANK | 130 | +58 | $10.5K | +$4.1K | 80.5% |
| GAMMA Investing LLC | 685 | +107 | $55.3K | +$4.0K | 18.5% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 25,270 | +2,060 | $2.1M | +$3.8K | 8.9% |
| HOWE & RUSLING INC | 4,579 | +457 | $369.8K | +$3.6K | 11.1% |
| Federation des caisses Desjardins du Quebec | 5,152 | +444 | $416.1K | -$2.2K | 9.4% |
| CIBC Private Wealth Group LLC | 65 | +30 | $5.2K | +$2.1K | 85.7% |
| KEYBANK NATIONAL ASSOCIATION/OH | 4,407 | +380 | $355.9K | -$1.9K | 9.4% |
| Simplicity Wealth,LLC | 5,706 | +539 | $460.8K | +$1.7K | 10.4% |
| TD PRIVATE CLIENT WEALTH LLC | 198 | +1 | $16.0K | -$1.5K | 0.5% |
| HANTZ FINANCIAL SERVICES, INC. | 30,573 | +17,459 | $2.5K | +$1.3K | 133.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 116 | +25 | $9.4K | +$1.3K | 27.5% |
| Steward Partners Investment Advisory, LLC | 617 | +42 | $49.8K | -$1.3K | 7.3% |
| JFS WEALTH ADVISORS, LLC | 80 | +21 | $6.5K | +$1.2K | 35.6% |
| Legacy Wealth Managment, LLC/ID | 17 | +14 | $1.4K | +$1.1K | 466.7% |
| Quent Capital, LLC | 180 | +6 | $14.5K | -$918 | 3.4% |
| CoreCap Advisors, LLC | 110 | +1 | $8.9K | -$800 | 0.9% |
| GSA CAPITAL PARTNERS LLP | 12,871 | +9,957 | $1.0K | +$780 | 341.7% |
| Smartleaf Asset Management LLC | 274 | +18 | $22.6K | +$745 | 7.0% |
| Handelsbanken Fonder AB | 25,376 | +8,300 | $2.0K | +$532 | 48.6% |
| MassMutual Private Wealth & Trust, FSB | 42 | +8 | $3.4K | +$371 | 23.5% |
| SBI Securities Co., Ltd. | 59 | +2 | $4.8K | -$299 | 3.5% |
| Transamerica Financial Advisors, LLC | 4 | +3 | $323 | +$234 | 300.0% |
| AMALGAMATED BANK | 29,321 | +57 | $2.4K | -$232 | 0.2% |
| Itau Unibanco Holding S.A. | 74 | +9 | $6.0K | +$201 | 13.8% |
| CANADA LIFE ASSURANCE Co | 43,760 | +4,375 | $3.5K | +$179 | 11.1% |
| Bay Harbor Wealth Management, LLC | 6 | +2 | $484 | +$129 | 50.0% |
| Penserra Capital Management LLC | 3,351 | +738 | $270 | +$38 | 28.2% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 899 | +266 | $73 | +$17 | 42.0% |
| HRT FINANCIAL LP | 2,639 | +322 | $213 | +$8 | 13.9% |
| Capital Advisors, Ltd. LLC | 50 | +1 | $4 | $0 | 2.0% |