13F QoQ Ownership Changes
YUMC Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 91 new · 193 added · 369 reduced · 87 exited
New Positions(91)
Added To(193)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| London & Capital Asset Management Ltd | 6,278,654 | +5,376,095 | $299.7M | +$260.9M | 595.6% |
| PRINCIPAL FINANCIAL GROUP INC | 21,957,111 | +1,787,450 | $1.04B | +$156.3M | 8.9% |
| BARCLAYS PLC | 3,412,522 | +2,203,077 | $152.6M | +$100.7M | 182.2% |
| NORGES BANK | 5,882,425 | +1,204,216 | $280.7M | +$69.9M | 25.7% |
| Dodge & Cox | 8,553,962 | +33,100 | $408.4M | +$42.7M | 0.4% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4,971,031 | +236,736 | $237.3M | +$34.1M | 5.0% |
| Mondrian Investment Partners LTD | 7,854,198 | +4,148,966 | $187.9M | +$28.5M | 112.0% |
| DIMENSIONAL FUND ADVISORS LP | 2,702,850 | +80,171 | $129.0M | +$16.4M | 3.0% |
| JANE STREET GROUP, LLC | 1,162,387 | +231,777 | $55.5M | +$15.6M | 24.9% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 626,250 | +267,200 | $29.7M | +$13.9M | 74.4% |
| FRANKLIN RESOURCES INC | 2,251,242 | +30,696 | $106.8M | +$10.1M | 1.4% |
| Connor, Clark & Lunn Investment Management Ltd. | 225,600 | +212,550 | $10.7M | +$10.1M | 1628.7% |
| NORDEA INVESTMENT MANAGEMENT AB | 1,131,822 | +94,788 | $54.0M | +$9.5M | 9.1% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,758,839 | +29,067 | $83.8M | +$9.2M | 1.7% |
| BANK OF MONTREAL /CAN/ | 409,911 | +158,206 | $19.6M | +$8.8M | 62.9% |
| ASSETMARK, INC | 540,905 | +129,232 | $25.8M | +$8.2M | 31.4% |
| PRUDENTIAL PLC | 274,650 | +120,050 | $13.0M | +$6.2M | 77.7% |
| D. E. Shaw & Co., Inc. | 777,086 | +46,978 | $37.1M | +$5.8M | 6.4% |
| RENAISSANCE TECHNOLOGIES LLC | 640,300 | +51,200 | $30.6M | +$5.3M | 8.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 963,558 | +19,458 | $45.8M | +$4.9M | 2.1% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 247,400 | +91,550 | $11.5M | +$4.7M | 58.7% |
| AMERICAN CENTURY COMPANIES INC | 854,789 | +1,120 | $40.8M | +$4.2M | 0.1% |
| TODD ASSET MANAGEMENT LLC | 843,664 | +2,138 | $40.3M | +$4.2M | 0.3% |
| Pictet Asset Management Holding SA | 477,838 | +37,250 | $22.6M | +$3.7M | 8.4% |
| Nuveen, LLC | 670,578 | +6,700 | $31.9M | +$3.3M | 1.0% |
| AQR CAPITAL MANAGEMENT LLC | 73,904 | +63,239 | $3.5M | +$3.0M | 593.0% |
| Erste Asset Management GmbH | 156,766 | +49,710 | $7.7M | +$3.0M | 46.4% |
| Holowesko Partners Ltd. | 584,100 | +4,500 | $27.9M | +$3.0M | 0.8% |
| Hudson Bay Capital Management LP | 145,365 | +53,463 | $6.9M | +$3.0M | 58.2% |
| Pictet North America Advisors SA | 507,719 | +9,775 | $24.1M | +$2.8M | 2.0% |
| SEI INVESTMENTS CO | 120,893 | +48,245 | $5.8M | +$2.7M | 66.4% |
| Polymer Capital Management (HK) LTD | 86,654 | +50,654 | $4.1M | +$2.6M | 140.7% |
| ENVESTNET ASSET MANAGEMENT INC | 372,571 | +18,482 | $17.8M | +$2.6M | 5.2% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 704,543 | +1,200 | $33.4M | +$2.5M | 0.2% |
| SIH Partners, LLLP | 68,250 | +45,945 | $3.3M | +$2.3M | 206.0% |
| WELLS FARGO & COMPANY/MN | 184,646 | +20,342 | $8.8M | +$1.8M | 12.4% |
| CLOVERFIELDS CAPITAL GROUP, LP | 56,247 | +30,773 | $2.7M | +$1.6M | 120.8% |
| Value Partners Investments Inc. | 236,659 | +10,000 | $11.3M | +$1.6M | 4.4% |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | 312,126 | +836 | $14.9M | +$1.5M | 0.3% |
| AMERIPRISE FINANCIAL INC | 281,440 | +4,011 | $13.4M | +$1.5M | 1.4% |
| Caisse de depot et placement du Quebec | 153,673 | +21,823 | $7.3M | +$1.5M | 16.6% |
| Banque Cantonale Vaudoise | 28,120 | +14,900 | $1.3M | +$1.3M | 112.7% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 138,506 | +14,897 | $6.6M | +$1.3M | 12.1% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 151,122 | +13,985 | $7.2M | +$1.3M | 10.2% |
| Qsemble Capital Management, LP | 86,495 | +19,320 | $4.1M | +$1.2M | 28.8% |
| Quantinno Capital Management LP | 99,732 | +16,616 | $4.8M | +$1.2M | 20.0% |
| LPL Financial LLC | 126,254 | +10,398 | $6.0M | +$1.1M | 9.0% |
| RHUMBLINE ADVISERS | 198,654 | +1,374 | $9.5M | +$1.0M | 0.7% |
| NEUBERGER BERMAN GROUP LLC | 157,066 | +9,613 | $7.4M | +$1.0M | 6.5% |
| CAPTRUST FINANCIAL ADVISORS | 94,309 | +11,627 | $4.5M | +$953.6K | 14.1% |
| Lansforsakringar Fondforvaltning AB (publ) | 148,795 | +8,524 | $7.0M | +$898.6K | 6.1% |
| PRINCIPAL SECURITIES, INC. | 46,344 | +15,508 | $2.2M | +$889.0K | 50.3% |
| MML INVESTORS SERVICES, LLC | 84,411 | +8,786 | $4.0M | +$784.0K | 11.6% |
| Rockefeller Capital Management L.P. | 108,430 | +3,888 | $5.2M | +$689.5K | 3.7% |
| NAPLES GLOBAL ADVISORS, LLC | 62,716 | +8,442 | $3.0M | +$664.6K | 15.6% |
| APG Asset Management N.V. | 197,859 | +650 | $8.0M | +$622.2K | 0.3% |
| AustralianSuper Pty Ltd | 29,239 | +10,912 | $1.4M | +$609.3K | 59.5% |
| Bank Pictet & Cie (Europe) AG | 49,350 | +7,950 | $2.3M | +$575.6K | 19.2% |
| Y-Intercept (Hong Kong) Ltd | 64,268 | +5,781 | $3.1M | +$557.9K | 9.9% |
| NATIONAL BANK OF CANADA /FI/ | 11,531 | +11,299 | $550.2K | +$540.3K | 4870.3% |
| Corient Private Wealth LLC | 33,761 | +6,297 | $1.6M | +$429.5K | 22.9% |
| Vanguard Personalized Indexing Management, LLC | 42,783 | +4,948 | $2.0M | +$418.6K | 13.1% |
| Orion Porfolio Solutions, LLC | 28,290 | +6,495 | $1.4M | +$415.1K | 29.8% |
| Virtus Investment Advisers, LLC | 43,728 | +4,697 | $2.1M | +$412.4K | 12.0% |
| Sequoia Financial Advisors, LLC | 26,838 | +6,002 | $1.3M | +$386.9K | 28.8% |
| QUADRANT CAPITAL GROUP LLC | 7,487 | +7,341 | $357.4K | +$351.2K | 5028.1% |
| Merit Financial Group, LLC | 14,855 | +6,388 | $709.2K | +$345.8K | 75.4% |
| TRUIST FINANCIAL CORP | 68,009 | +211 | $3.2M | +$336.9K | 0.3% |
| DNB Asset Management AS | 35,793 | +3,749 | $1.7M | +$333.8K | 11.7% |
| Mariner, LLC | 39,021 | +2,844 | $1.9M | +$310.4K | 7.9% |
| Skandinaviska Enskilda Banken AB (publ) | 23,806 | +4,406 | $1.1M | +$303.9K | 22.7% |
| Savant Capital, LLC | 19,433 | +4,838 | $927.7K | +$301.3K | 33.1% |
| TRIGLAV INVESTMENTS, D.O.O. | 19,680 | +4,680 | $939.5K | +$295.7K | 31.2% |
| JONES FINANCIAL COMPANIES LLLP | 27,970 | +3,718 | $1.3M | +$286.4K | 15.3% |
| Patriot Financial Group Insurance Agency, LLC | 15,530 | +4,910 | $741.4K | +$285.6K | 46.2% |
| Focus Partners Wealth | 24,570 | +3,551 | $1.2M | +$270.8K | 16.9% |
| Geneos Wealth Management Inc. | 6,770 | +5,515 | $323.2K | +$269.3K | 439.4% |
| STIFEL FINANCIAL CORP | 48,526 | +568 | $2.3M | +$258.3K | 1.2% |
| Voya Investment Management LLC | 45,593 | +2,200 | $2.2M | +$257.3K | 5.1% |
| Assenagon Asset Management S.A. | 10,850 | +4,828 | $513.8K | +$255.4K | 80.2% |
| AlphaCore Capital LLC | 12,872 | +4,401 | $614.5K | +$251.0K | 52.0% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 17,954 | +3,509 | $854.3K | +$235.7K | 24.3% |
| IEQ CAPITAL, LLC | 9,669 | +4,212 | $461.6K | +$227.4K | 77.2% |
| Atria Investments, Inc | 30,431 | +1,702 | $1.5M | +$219.8K | 5.9% |
| Ascent Group, LLC | 12,209 | +3,507 | $582.9K | +$209.4K | 40.3% |
| Altman Advisors, Inc. | 39,945 | +332 | $1.9M | +$206.8K | 0.8% |
| Cetera Investment Advisers | 30,614 | +1,267 | $1.5M | +$201.9K | 4.3% |
| Inspire Investing, LLC | 26,085 | +1,751 | $1.2M | +$200.9K | 7.2% |
| US BANCORP \DE\ | 36,127 | +462 | $1.7M | +$194.0K | 1.3% |
| J. Safra Sarasin Holding AG | 8,281 | +3,500 | $395.3K | +$190.1K | 73.2% |
| Vident Advisory, LLC | 16,745 | +2,512 | $799.4K | +$188.5K | 17.6% |
| Compound Planning, Inc. | 13,277 | +2,775 | $633.9K | +$183.1K | 26.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 33,577 | +200 | $1.6M | +$180.1K | 0.6% |
| Rathbones Group PLC | 35,002 | +95 | $1.7M | +$172.8K | 0.3% |
| Beacon Pointe Advisors, LLC | 15,438 | +2,016 | $737.0K | +$160.9K | 15.0% |
| NewEdge Advisors, LLC | 8,683 | +2,189 | $414.5K | +$135.8K | 33.7% |
| FIFTH THIRD BANCORP | 21,491 | +593 | $1.0M | +$129.0K | 2.8% |
| Vise Technologies, Inc. | 8,494 | +1,842 | $405.5K | +$120.0K | 27.7% |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 18,713 | +463 | $893.4K | +$110.1K | 2.5% |
| Enterprise Financial Services Corp | 21,534 | +138 | $1.0M | +$109.7K | 0.6% |
| SIMPLEX TRADING, LLC | 2,282 | +564 | $108.9K | +$108.9K | 32.8% |
| Concurrent Investment Advisors, LLC | 6,612 | +1,641 | $315.7K | +$102.3K | 33.0% |
| COMERICA BANK | 17,728 | +362 | $846.3K | +$101.0K | 2.1% |
| Ashoka WhiteOak Capital Pte Ltd | 28,350 | +200 | $1.3M | +$100.0K | 0.7% |
| OMERS ADMINISTRATION Corp | 10,505 | +1,408 | $497.5K | +$98.8K | 15.5% |
| Tranquilli Financial Advisor LLC | 8,815 | +1,300 | $420.8K | +$98.3K | 17.3% |
| Kathmere Capital Management, LLC | 8,531 | +1,200 | $407.3K | +$92.6K | 16.4% |
| Cassaday & Co Wealth Management LLC | 17,281 | +175 | $825.0K | +$90.8K | 1.0% |
| Kingsview Wealth Management, LLC | 6,982 | +1,298 | $333.3K | +$89.4K | 22.8% |
| Cambria Investment Management, L.P. | 13,024 | +2,441 | $559.0K | +$85.8K | 23.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13,034 | +525 | $622.3K | +$85.4K | 4.2% |
| Advisors Asset Management, Inc. | 13,526 | +390 | $645.7K | +$81.9K | 3.0% |
| Silvercrest Asset Management Group LLC | 16,652 | +20 | $795.0K | +$81.1K | 0.1% |
| BOKF, NA | 3,914 | +1,396 | $186.9K | +$78.8K | 55.4% |
| INTECH INVESTMENT MANAGEMENT LLC | 12,700 | +750 | $601.4K | +$77.7K | 6.3% |
| SCOTIA CAPITAL INC. | 12,698 | +272 | $606.2K | +$72.9K | 2.2% |
| Grove Bank & Trust | 2,938 | +1,266 | $140.3K | +$68.5K | 75.7% |
| JOHNSON INVESTMENT COUNSEL INC | 11,896 | +100 | $567.9K | +$61.6K | 0.8% |
| GAMMA Investing LLC | 3,041 | +1,091 | $145.2K | +$61.5K | 55.9% |
| Larson Financial Group LLC | 6,616 | +688 | $315.8K | +$61.4K | 11.6% |
| WEALTH ALLIANCE, LLC | 6,808 | +623 | $325.0K | +$59.5K | 10.1% |
| OLD NATIONAL BANCORP /IN/ | 6,174 | +660 | $294.7K | +$58.1K | 12.0% |
| Smartleaf Asset Management LLC | 1,722 | +1,158 | $82.4K | +$57.8K | 205.3% |
| Global Retirement Partners, LLC | 1,842 | +1,095 | $87.9K | +$55.9K | 146.6% |
| OPPENHEIMER & CO INC | 9,692 | +149 | $462.7K | +$53.1K | 1.6% |
| Williams Jones Wealth Management, LLC. | 8,258 | +221 | $394.2K | +$49.3K | 2.7% |
| Pavion Blue Capital, LLC | 10,053 | +1 | $479.9K | +$48.5K | 0.0% |
| Chicago Capital, LLC | 6,576 | +365 | $313.9K | +$47.4K | 5.9% |
| Capital Investment Advisors, LLC | 6,857 | +328 | $327.3K | +$47.1K | 5.0% |
| SIGNATUREFD, LLC | 2,865 | +744 | $136.8K | +$45.7K | 35.1% |
| Biltmore Family Office, LLC | 7,111 | +216 | $339.5K | +$43.5K | 3.1% |
| FIRST TRUST ADVISORS LP | 5,181 | +421 | $247.3K | +$43.1K | 8.8% |
| Parallel Advisors, LLC | 2,113 | +727 | $100.9K | +$41.4K | 52.5% |
| MOODY NATIONAL BANK TRUST DIVISION | 8,056 | +56 | $384.6K | +$41.2K | 0.7% |
| Steward Partners Investment Advisory, LLC | 7,338 | +112 | $350.3K | +$40.2K | 1.5% |
| TIAA TRUST, NATIONAL ASSOCIATION | 5,912 | +266 | $282.2K | +$39.9K | 4.7% |
| Charter Oak Capital Management, LLC | 8,051 | +11 | $384.4K | +$39.3K | 0.1% |
| Envestnet Portfolio Solutions, Inc. | 5,071 | +331 | $242.1K | +$38.6K | 7.0% |
| EverSource Wealth Advisors, LLC | 2,349 | +631 | $112.1K | +$38.4K | 36.7% |
| PFG Investments, LLC | 7,902 | +4 | $377.3K | +$38.3K | 0.1% |
| SHUFRO ROSE & CO LLC | 11,708 | +240 | $558.9K | -$38.1K | 2.1% |
| Claro Advisors LLC | 7,391 | +33 | $352.8K | +$37.0K | 0.4% |
| EASTERN BANK | 2,820 | +523 | $134.6K | +$36.0K | 22.8% |
| Waverly Advisors, LLC | 6,446 | +71 | $307.7K | +$34.1K | 1.1% |
| Essex Financial Services, Inc. | 6,679 | +2 | $318.9K | +$32.3K | 0.0% |
| Glenview Trust co | 4,904 | +200 | $234.1K | +$32.2K | 4.3% |
| Independence Bank of Kentucky | 4,189 | +280 | $200.0K | +$32.2K | 7.2% |
| Prestige Wealth Management Group LLC | 840 | +700 | $36.9K | +$30.9K | 500.0% |
| North Star Investment Management Corp. | 5,543 | +55 | $264.6K | +$29.1K | 1.0% |
| Confluence Wealth Services, Inc. | 5,769 | +9 | $275.4K | +$28.2K | 0.1% |
| Keystone Financial Services | 5,686 | +1 | $271.4K | +$27.4K | 0.0% |
| BROWN BROTHERS HARRIMAN & CO | 1,907 | +367 | $91.0K | +$24.9K | 23.8% |
| STRS OHIO | 2,330 | +292 | $110.8K | +$22.7K | 14.3% |
| Lido Advisors, LLC | 6,763 | +462 | $292.5K | +$22.0K | 7.3% |
| Turning Point Benefit Group, Inc. | 1,824 | +222 | $87.1K | +$18.0K | 13.8% |
| Stone House Investment Management, LLC | 629 | +324 | $30.1K | +$17.0K | 106.2% |
| Rossby Financial, LCC | 1,869 | +137 | $89.2K | +$14.5K | 7.9% |
| TD PRIVATE CLIENT WEALTH LLC | 293 | +150 | $14.0K | +$7.8K | 104.9% |
| OAKWORTH CAPITAL, INC. | 170 | +158 | $8.1K | +$7.6K | 1316.7% |
| TD Waterhouse Canada Inc. | 230 | +145 | $11.0K | +$7.3K | 170.6% |
| ORG Partners LLC | 550 | +97 | $26.3K | +$6.8K | 21.4% |
| Cranbrook Wealth Management, LLC | 1,354 | +2 | $64.6K | +$6.6K | 0.1% |
| Addison Advisors LLC | 962 | +33 | $45.9K | +$6.1K | 3.5% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,198 | +6 | $57.2K | +$6.0K | 0.5% |
| SouthState Corp | 722 | +23 | $34.5K | +$4.5K | 3.3% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 172,145 | +55,910 | $9.3K | +$4.4K | 48.1% |
| Physician Wealth Advisors, Inc. | 751 | +12 | $35.9K | +$4.2K | 1.6% |
| SOA Wealth Advisors, LLC. | 806 | +4 | $38.5K | +$4.1K | 0.5% |
| Jackson, Grant Investment Advisers, Inc. | 596 | +1 | $28.4K | +$2.9K | 0.2% |
| NBT BANK N A /NY | 308 | +5 | $21.1K | +$2.1K | 1.6% |
| MTM Investment Management, LLC | 403 | +1 | $19.2K | +$2.0K | 0.2% |
| Nemes Rush Group LLC | 321 | +4 | $15.3K | +$1.7K | 1.3% |
| Root Financial Partners, LLC | 299 | +6 | $14.3K | +$1.7K | 2.0% |
| HIGHLINE WEALTH PARTNERS LLC | 237 | +9 | $11.3K | +$1.5K | 3.9% |
| Morningstar Investment Management LLC | 150,827 | +13,637 | $7.2K | +$1.3K | 9.9% |
| Thrivent Financial for Lutherans | 113,883 | +14,883 | $5.4K | +$1.2K | 15.0% |
| TD Capital Management LLC | 235 | +1 | $11.2K | +$1.2K | 0.4% |
| HighMark Wealth Management LLC | 229 | +1 | $10.9K | +$1.1K | 0.4% |
| New England Capital Financial Advisors LLC | 205 | +1 | $9.8K | +$1.0K | 0.5% |
| HFM Investment Advisors, LLC | 142 | +8 | $6.8K | +$1.0K | 6.0% |
| True Wealth Design, LLC | 161 | +5 | $7.7K | +$991 | 3.2% |
| Cullen/Frost Bankers, Inc. | 130 | +3 | $6.2K | +$755 | 2.4% |
| FINANCIAL CONSULATE, INC | 36 | +12 | $1.7K | +$688 | 50.0% |
| Bare Financial Services, Inc | 91 | +5 | $4.3K | +$653 | 5.8% |
| Winch Advisory Services, LLC | 123 | +1 | $5.8K | +$616 | 0.8% |
| Financial Network Wealth Advisors LLC | 65 | +7 | $3.1K | +$614 | 12.1% |
| Sunbelt Securities, Inc. | 104 | +1 | $5.0K | +$522 | 1.0% |
| Harvest Fund Management Co., Ltd | 18,858 | +6,700 | $893 | +$361 | 55.1% |
| Janney Montgomery Scott LLC | 20,752 | +1,673 | $991 | +$172 | 8.8% |
| Cambridge Investment Research Advisors, Inc. | 30,572 | +214 | $1.5K | +$157 | 0.7% |
| BI Asset Management Fondsmaeglerselskab A/S | 14,921 | +658 | $712 | +$100 | 4.6% |
| Smithfield Trust Co | 2,727 | +7 | $130 | +$13 | 0.3% |
| Capital Advisors, Ltd. LLC | 872 | +4 | $42 | +$5 | 0.5% |