Market Analysis

Real-time market data and insights.

Institutional Ownership

Q3 2025
Last Updated: 2026-05-10
0.00%
Inst. Ownership
1,027
Total Institutions
+567
Increased Positions
-440
Decreased Positions
BlackRock Inc. Position
1,654,015
Shares
0.00%
Ownership

Average PPS: $0.00 Prev Qtr: 0.00%
Vanguard Group Inc. Position
4,728
Shares
0.00%
Ownership

Average PPS: $0.00 Prev Qtr: 0.00%
Top Institutional Holders
Institution Shares Value Change
Fisher Asset Management, LLC 87,662,438 $8,455,918,831 0.00%
FMR LLC 29,705,915 $2,865,432,510 0.00%
JPMORGAN CHASE & CO 26,683,350 $2,573,875,950 0.00%
JPMORGAN CHASE & CO 26,683,350 $2,573,875,950 0.00%
AMERIPRISE FINANCIAL INC 14,950,581 $1,443,272,196 0.00%
MORGAN STANLEY 14,302,631 $1,379,631,874 0.00%
ENVESTNET ASSET MANAGEMENT INC 12,820,353 $1,236,651,218 0.00%
BANK OF AMERICA CORP /DE/ 10,729,197 $1,034,938,383 0.00%
BANK OF MONTREAL /CAN/ 10,094,434 $973,709,124 0.00%
PNC Financial Services Group, Inc. 8,414,922 $811,703,423 0.00%
BARCLAYS PLC 6,394,600 $616,823,116 0.00%
RAYMOND JAMES FINANCIAL INC 6,175,024 $595,642,753 0.00%
Blue Trust, Inc. 5,952,613 $574,189,006 0.00%
CAPTRUST FINANCIAL ADVISORS 5,114,591 $493,353,577 0.00%
LPL Financial LLC 4,653,586 $448,884,862 0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,351,564 $419,751,795 0.00%
UBS Group AG 4,294,255 $414,223,836 0.00%
BANK OF MONTREAL /CAN/ 4,141,000 $399,440,860 0.00%
WELLS FARGO & COMPANY/MN 3,215,768 $310,193,026 0.00%
Bank Julius Baer & Co. Ltd, Zurich 3,179,971 $306,740,048 0.00%
Recent Institutional Activity
Institution Action Shares
WEALTH ALLIANCE, LLC BUY 38,421
Asset Dedication, LLC BUY 297
Persistent Asset Partners Ltd BUY 50,000
CoreCap Advisors, LLC BUY 13,495
Northstar Advisory Group, LLC BUY 36,704
Financial Engines Advisors L.L.C. BUY 2,676
WEST MICHIGAN ADVISORS, LLC BUY 2,809
SACHEM HILL LLC BUY 295,979
Rothschild Wealth LLC BUY 82,714
American Trust BUY 16,370
1858 WEALTH MANAGEMENT, LLC BUY 57,004
CHILTON CAPITAL MANAGEMENT LLC BUY 86
HORAN Wealth, LLC BUY 8,769
TCTC Holdings, LLC BUY 39
BridgePort Financial Solutions, LLC BUY 7,945
SeaCrest Wealth Management, LLC BUY 7,676
Viewpoint Capital Management LLC BUY 104
American National Bank of Texas BUY 50,881
MONETA GROUP INVESTMENT ADVISORS LLC BUY 89,901
Balentine LLC BUY 305
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