13F QoQ Ownership Changes
MIRM Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 60 new · 106 added · 116 reduced · 50 exited
New Positions(60)
Added To(106)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC | 6,065,308 | +1,067,722 | $479.1M | +$112.5M | 21.4% |
| STATE STREET CORP | 2,143,992 | +797,088 | $169.4M | +$70.6M | 59.2% |
| WELLINGTON MANAGEMENT GROUP LLP | 1,237,830 | +447,141 | $97.8M | +$39.8M | 56.5% |
| Soleus Capital Management, L.P. | 573,614 | +424,918 | $45.3M | +$34.4M | 285.8% |
| BANK OF AMERICA CORP /DE/ | 713,452 | +322,978 | $56.4M | +$27.7M | 82.7% |
| GOLDMAN SACHS GROUP INC | 724,317 | +273,479 | $57.2M | +$24.2M | 60.7% |
| BlackRock, Inc. | 3,645,286 | +42,852 | $287.9M | +$23.8M | 1.2% |
| VANGUARD GROUP INC | 2,596,089 | +50,720 | $205.1M | +$18.5M | 2.0% |
| Patient Square Capital LP | 298,682 | +194,420 | $23.6M | +$15.9M | 186.5% |
| Candriam S.C.A. | 569,590 | +166,564 | $45.0M | +$15.4M | 41.3% |
| FEDERATED HERMES, INC. | 481,961 | +135,439 | $38.1M | +$12.7M | 39.1% |
| Bank of New York Mellon Corp | 565,579 | +120,052 | $44.7M | +$12.0M | 26.9% |
| NORGES BANK | 263,175 | +15,018 | $20.8M | +$11.1M | 6.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,062,926 | +52,904 | $84.0M | +$9.9M | 5.2% |
| TimesSquare Capital Management, LLC | 395,827 | +95,178 | $31.3M | +$9.2M | 31.6% |
| BNP PARIBAS FINANCIAL MARKETS | 655,778 | +54,705 | $51.8M | +$7.7M | 9.1% |
| Palo Alto Investors LP | 156,421 | +91,721 | $12.4M | +$7.6M | 141.8% |
| FRANKLIN RESOURCES INC | 650,715 | +49,578 | $51.4M | +$7.3M | 8.2% |
| Voleon Capital Management LP | 173,067 | +86,538 | $13.7M | +$7.3M | 100.0% |
| D. E. Shaw & Co., Inc. | 948,161 | +24,652 | $74.9M | +$7.2M | 2.7% |
| WELLS FARGO & COMPANY/MN | 115,437 | +88,372 | $9.1M | +$7.1M | 326.5% |
| AMERIPRISE FINANCIAL INC | 271,480 | +68,412 | $21.4M | +$6.6M | 33.7% |
| NAN FUNG TRINITY (HK) LTD | 227,479 | +71,214 | $18.0M | +$6.5M | 45.6% |
| Pictet Asset Management Holding SA | 577,274 | +35,997 | $45.6M | +$5.9M | 6.7% |
| TWO SIGMA INVESTMENTS, LP | 388,542 | +45,416 | $30.7M | +$5.5M | 13.2% |
| Qube Research & Technologies Ltd | 109,001 | +63,949 | $8.6M | +$5.3M | 141.9% |
| MARSHALL WACE, LLP | 102,703 | +62,871 | $8.1M | +$5.2M | 157.8% |
| UBS Group AG | 320,783 | +44,941 | $25.3M | +$5.1M | 16.3% |
| Connor, Clark & Lunn Investment Management Ltd. | 521,652 | +25,676 | $41.2M | +$4.8M | 5.2% |
| VICTORY CAPITAL MANAGEMENT INC | 72,194 | +58,951 | $5.7M | +$4.7M | 445.1% |
| Rock Springs Capital Management LP | 762,294 | +1,168 | $60.2M | +$4.4M | 0.1% |
| Rhenman & Partners Asset Management AB | 106,255 | +50,000 | $8.4M | +$4.3M | 88.9% |
| Squarepoint Ops LLC | 172,426 | +44,523 | $13.6M | +$4.2M | 34.8% |
| FMR LLC | 646,466 | +6,248 | $51.1M | +$4.1M | 1.0% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 336,701 | +23,442 | $26.6M | +$3.6M | 7.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 409,286 | +14,797 | $32.3M | +$3.4M | 3.8% |
| Rafferty Asset Management, LLC | 72,943 | +39,816 | $5.8M | +$3.3M | 120.2% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 242,320 | +23,282 | $19.1M | +$3.1M | 10.6% |
| CenterBook Partners LP | 45,367 | +37,010 | $3.6M | +$3.0M | 442.9% |
| NEXT CENTURY GROWTH INVESTORS LLC | 368,035 | +7,101 | $29.1M | +$2.6M | 2.0% |
| SEI INVESTMENTS CO | 46,078 | +30,474 | $3.6M | +$2.5M | 195.3% |
| CAPITAL FUND MANAGEMENT S.A. | 62,313 | +26,198 | $4.9M | +$2.3M | 72.5% |
| F/m Investments LLC | 53,088 | +23,282 | $4.2M | +$2.0M | 78.1% |
| Allianz Asset Management GmbH | 27,444 | +24,644 | $2.2M | +$2.0M | 880.1% |
| PROFUND ADVISORS LLC | 27,091 | +19,515 | $2.1M | +$1.6M | 257.6% |
| ALPS ADVISORS INC | 42,097 | +18,074 | $3.3M | +$1.6M | 75.2% |
| Creative Planning | 31,519 | +18,775 | $2.5M | +$1.6M | 147.3% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 24,126 | +17,552 | $1.9M | +$1.4M | 267.0% |
| MACKENZIE FINANCIAL CORP | 19,889 | +16,102 | $1.6M | +$1.3M | 425.2% |
| DEUTSCHE BANK AG\ | 186,712 | +2,382 | $14.7M | +$1.2M | 1.3% |
| CANADA PENSION PLAN INVESTMENT BOARD | 33,696 | +13,000 | $2.7M | +$1.1M | 62.8% |
| ENVESTNET ASSET MANAGEMENT INC | 20,486 | +13,684 | $1.6M | +$1.1M | 201.2% |
| Legal & General Group Plc | 168,393 | +1,163 | $13.3M | +$1.0M | 0.7% |
| Legato Capital Management LLC | 44,124 | +9,557 | $3.5M | +$951.2K | 27.6% |
| Royal Bank of Canada | 20,172 | +6,607 | $1.6M | +$945.0K | 48.7% |
| PRINCIPAL FINANCIAL GROUP INC | 31,659 | +9,219 | $2.5M | +$855.7K | 41.1% |
| TD Asset Management Inc | 23,276 | +7,876 | $1.8M | +$709.6K | 51.1% |
| BARCLAYS PLC | 154,871 | +39,100 | $7.9M | -$605.8K | 33.8% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 34,114 | +5,624 | $2.7M | +$604.3K | 19.7% |
| Swiss National Bank | 74,300 | +2,300 | $5.9M | +$590.6K | 3.2% |
| Mirae Asset Global Investments Co., Ltd. | 9,274 | +7,332 | $732.6K | +$590.2K | 377.5% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 36,411 | +3,286 | $2.9M | +$447.7K | 9.9% |
| Secure Asset Management, LLC | 50,384 | +1,943 | $4.0M | +$443.6K | 4.0% |
| Steward Partners Investment Advisory, LLC | 6,231 | +4,300 | $492.2K | +$350.6K | 222.7% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 23,292 | +2,848 | $1.8M | +$341.3K | 13.9% |
| Y-Intercept (Hong Kong) Ltd | 14,368 | +3,343 | $1.1M | +$326.7K | 30.3% |
| BANK OF MONTREAL /CAN/ | 57,069 | +26 | $4.5M | +$326.1K | 0.0% |
| VIRTUS ADVISERS, LLC | 8,000 | +4,000 | $609.2K | +$316.0K | 100.0% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,815 | +2,700 | $1.2M | +$282.1K | 22.3% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 6,450 | +3,250 | $509.5K | +$274.9K | 101.6% |
| AQR CAPITAL MANAGEMENT LLC | 32,485 | +1,090 | $2.6M | +$264.4K | 3.5% |
| Graham Capital Management, L.P. | 7,180 | +2,859 | $567.1K | +$250.4K | 66.2% |
| Man Group plc | 6,841 | +2,881 | $540.4K | +$250.1K | 72.8% |
| FARALLON CAPITAL MANAGEMENT LLC | 6,000 | +3,000 | $456.9K | +$237.0K | 100.0% |
| Virtus Investment Advisers, LLC | 10,513 | +1,447 | $830.4K | +$165.8K | 16.0% |
| Cetera Investment Advisers | 6,170 | +1,732 | $487.4K | +$162.0K | 39.0% |
| ProShare Advisors LLC | 9,774 | +1,082 | $772.0K | +$134.8K | 12.4% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 27,896 | +1,964 | $2.0M | +$113.0K | 7.6% |
| Rockefeller Capital Management L.P. | 1,682 | +1,158 | $132.9K | +$94.4K | 221.0% |
| Palumbo Wealth Management LLC | 5,082 | +840 | $401.4K | +$90.4K | 19.8% |
| Caprock Group, LLC | 5,597 | +819 | $442.1K | +$89.2K | 17.1% |
| Tidal Investments LLC | 3,758 | +921 | $296.8K | +$88.9K | 32.5% |
| POLEN CAPITAL MANAGEMENT LLC | 13,360 | +21 | $1.1M | +$77.4K | 0.1% |
| KLP KAPITALFORVALTNING AS | 8,000 | +400 | $631.9K | +$74.8K | 5.3% |
| Tower Research Capital LLC (TRC) | 2,159 | +725 | $170.5K | +$65.4K | 50.5% |
| GROUP ONE TRADING LLC | 872 | +640 | $68.9K | +$51.9K | 275.9% |
| Quantinno Capital Management LP | 3,192 | +449 | $252.1K | +$51.0K | 16.4% |
| OSAIC HOLDINGS, INC. | 1,578 | +458 | $124.6K | +$42.1K | 40.9% |
| Atria Investments, Inc | 3,150 | +149 | $248.8K | +$28.8K | 5.0% |
| NBC SECURITIES, INC. | 3,115 | +98 | $246.1K | +$24.9K | 3.2% |
| XPONANCE, INC. | 3,206 | +55 | $253.2K | +$22.2K | 1.7% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 3,087 | +13 | $243.8K | +$18.5K | 0.4% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,420,375 | +137,087 | $112.2K | +$18.1K | 10.7% |
| RiverPark Advisors, LLC | 1,732 | +77 | $136.8K | +$15.5K | 4.7% |
| Sterling Capital Management LLC | 271 | +173 | $21.4K | +$14.2K | 176.5% |
| HUNTINGTON NATIONAL BANK | 189 | +138 | $14.9K | +$11.2K | 270.6% |
| GAMMA Investing LLC | 302 | +83 | $23.9K | +$7.8K | 37.9% |
| Smartleaf Asset Management LLC | 89 | +72 | $7.0K | +$5.8K | 423.5% |
| NISA INVESTMENT ADVISORS, LLC | 477 | +9 | $37.7K | +$3.4K | 1.9% |
| MCF Advisors LLC | 436 | +9 | $34.4K | +$3.1K | 2.1% |
| Farther Finance Advisors, LLC | 34 | +17 | $2.7K | +$1.4K | 100.0% |
| Larson Financial Group LLC | 135 | +5 | $10.7K | +$1.1K | 3.8% |
| Bare Financial Services, Inc | 29 | +7 | $2.3K | +$678 | 31.8% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 17,382 | +2,658 | $1.4K | +$294 | 18.1% |
| Covestor Ltd | 1,280 | +1,239 | $101 | +$98 | 3021.9% |
| Janney Montgomery Scott LLC | 3,200 | +200 | $253 | +$33 | 6.7% |