Vault-13

MORGAN STANLEY MS

COM NEW · Common Stock · CUSIP 617446448 · ISIN US6174464486

U.S. investment bank

2,116 institutional holders +242 vs Q3 2024
1,360,350,9931.4bn shares reported held*
84.3% of all shares outstanding*
$170.9bnreported value*
206 new 704 added 792 reduced 82 sold out net sold ≈ $4.6bn (-35.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($230.1m this quarter). Holder counts are more reliable. Shares outstanding: 1.6bn as of 2025-01-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $125.61. Options: 60 managers hold calls ($2.9bn notional), 74 hold puts ($4.6bn).

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

01k2k3kQ3 22: 1,587Q4 22: 1,680Q1 23: 1,673Q2 23: 1,689Q3 23: 1,673Q4 23: 1,762Q1 24: 1,798Q2 24: 1,828Q3 24: 1,874Q4 24: 2,1162,116Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 20221,587
Q4 20221,680
Q1 20231,673
Q2 20231,689
Q3 20231,673
Q4 20231,762
Q1 20241,798
Q2 20241,828
Q3 20241,874
Q4 20242,116

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1k01kQ1 23: 764 bought or addedQ1 23: 768 cut or sold outQ2 23: 748 bought or addedQ2 23: 771 cut or sold outQ2 23Q3 23: 771 bought or addedQ3 23: 743 cut or sold outQ4 23: 738 bought or addedQ4 23: 838 cut or sold outQ4 23Q1 24: 834 bought or addedQ1 24: 796 cut or sold outQ2 24: 882 bought or addedQ2 24: 766 cut or sold outQ2 24Q3 24: 912 bought or addedQ3 24: 766 cut or sold outQ4 24: 910 bought or addedQ4 24: 874 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 2023764768
Q2 2023748771
Q3 2023771743
Q4 2023738838
Q1 2024834796
Q2 2024882766
Q3 2024912766
Q4 2024910874

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2bn$4bn$6bnQ1 24 calls: $3.2bnQ1 24 puts: $4.0bnQ1 24P/C 1.28Q2 24 calls: $2.7bnQ2 24 puts: $3.7bnQ2 24P/C 1.38Q3 24 calls: $2.9bnQ3 24 puts: $4.0bnQ3 24P/C 1.40Q4 24 calls: $2.9bnQ4 24 puts: $4.6bnQ4 24P/C 1.61
Numbers
QuarterCallsPutsP/C
Q1 2024$3.2bn$4.0bn1.28
Q2 2024$2.7bn$3.7bn1.38
Q3 2024$2.9bn$4.0bn1.40
Q4 2024$2.9bn$4.6bn1.61

Biggest buyers

Capital Research Global Investors Added +6,744,333+6.7m
BlackRock, Inc. Added +6,304,254+6.3m
CITADEL ADVISORS LLC Added +3,209,680+3.2m
FMR LLC Added +2,725,335+2.7m
SCHRODER INVESTMENT MANAGEMENT GROUP Added +2,453,470+2.5m
MACKENZIE FINANCIAL CORP Added +2,264,903+2.3m
NORTHERN TRUST CORP Added +2,233,589+2.2m
PRICE T ROWE ASSOCIATES INC /MD/ Added +1,890,245+1.9m
AXIOM INVESTORS LLC /DE New +1,556,964+1.6m
MENORA MIVTACHIM HOLDINGS LTD. New +1,532,977+1.5m

Biggest sellers

JPMORGAN CHASE & CO Reduced -40,958,346-41.0m
WELLINGTON MANAGEMENT GROUP LLP Reduced -10,275,782-10.3m
BARCLAYS PLC Reduced -3,560,342-3.6m
Bank of New York Mellon Corp Reduced -3,282,221-3.3m
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Reduced -2,289,863-2.3m
Boston Partners Reduced -2,218,533-2.2m
BANK OF AMERICA CORP /DE/ Reduced -2,017,707-2.0m
MANUFACTURERS LIFE INSURANCE COMPANY, THE Reduced -1,694,302-1.7m
Invesco Ltd. Reduced -1,462,965-1.5m
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Reduced -1,372,900-1.4m

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $555.5m4.4m shares
UBS Group AG Reduced $254.7m2.0m shares
CITADEL ADVISORS LLC Added $238.0m1.9m shares
BANK OF AMERICA CORP /DE/ Added $228.1m1.8m shares
MILLENNIUM MANAGEMENT LLC Added $175.7m1.4m shares
Parallax Volatility Advisers, L.P. Reduced $173.8m1.4m shares
JANE STREET GROUP, LLC Added $132.3m1.1m shares
CITIGROUP INC Added $123.9m985.5k shares
BNP PARIBAS FINANCIAL MARKETS Added $100.8m8.0k shares
CAPITAL FUND MANAGEMENT S.A. Added $85.9m683.2k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $507.9m4.0m shares
UBS Group AG Added $437.8m3.5m shares
MILLENNIUM MANAGEMENT LLC Added $358.4m2.9m shares
CITADEL ADVISORS LLC Reduced $296.2m2.4m shares
BNP PARIBAS FINANCIAL MARKETS Added $232.3m18.5k shares
JPMORGAN CHASE & CO Reduced $231.1m1.8m shares
JANE STREET GROUP, LLC Added $210.9m1.7m shares
CITIGROUP INC Added $200.6m1.6m shares
Parallax Volatility Advisers, L.P. Reduced $195.9m1.6m shares
Squarepoint Ops LLC Added $193.7m1.5m shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
MITSUBISHI UFJ FINANCIAL GROUP INC 13D · may seek influence +0.2 pts · filed 2026-07-15
Stated purposeOn April 18, 2018, MUFG entered into a sales plan (the "Plan") with the Company and Morgan Stanley & Co. LLC ("MS & Co.") to sell shares of Common Stock to the Company, through its agent MS & Co., as part of the Company's share repurchase program. The Plan was filed as Exhibit 20 to the thirteenth amendment to the Schedule 13D. On December 10, 2020, the Company provided written notice to MUFG pursuant to Paragraph F.2(i) of the Plan to suspend the Plan effective immediately. On July 15, 2026, MUFG provided written notice to the Company that Sales (as defined in the Plan) shall resume with July 30, 2026 as the first Sale Day. Full filing
 24.1% +0.2 pts 380.5m≈ $79.5bn 2026-07-15
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 5.7% new 89.9m≈ $18.8bn 2026-04-30

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)

Insider purchases and sales in Q4 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
10010Q1 23: 0 buyingQ1 23: 8 sellingQ2 23: 0 buyingQ2 23: 2 sellingQ2 23Q3 23: 0 buyingQ3 23: 6 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 4 sellingQ2 24: 0 buyingQ2 24: 3 sellingQ2 24Q3 24: 0 buyingQ3 24: 6 sellingQ4 24: 0 buyingQ4 24: 1 sellingQ4 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20230—8$63.6m—
Q2 20230—2$1.0m—
Q3 20230—6$41.8m—
Q4 20230—0——
Q1 20240—4$27.2m—
Q2 20240—3$10.7m—
Q3 20240—6$28.2m—
Q4 20240—1$7.2m—
DateInsiderTradeSharesPrice ValueTheir holding
2024-10-17 LUCZO STEPHEN J Director · By Revocable Trust Sold 60,000 $119.17 $7.2m60.0k shares -30%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MITSUBISHI UFJ FINANCIAL GROUP INC 100.00% of their portfolio NEW YORK, NY 377,085,167377.1m $47.4bn $47.4bn 100.00% Unchanged
2 STATE STREET CORP 0.55% of their portfolio BOSTON, MA 111,280,579111.3m $14.0bn $14.0bn 0.55% Added +1.0m +1,001,230
3 VANGUARD GROUP INC 0.24% of their portfolio Valley Forge, PA 110,132,798110.1m $13.8bn $13.8bn 0.24% Added +696.6k +696,646
4 BlackRock, Inc. 0.24% of their portfolio New York, NY 95,086,32595.1m $12.0bn $12.0bn 0.24% Added +6.3m +6,304,254
5 JPMORGAN CHASE & CO 0.41% of their portfolio NEW YORK, NY 41,029,45641.0m $5.2bn $5.2bn 0.41% Reduced -41.0m -40,958,346
6 Capital International Investors 0.71% of their portfolio Los Angeles, CA 29,984,62030.0m $3.8bn $3.8bn 0.71% Reduced -33.0k -33,011
7 GEODE CAPITAL MANAGEMENT, LLC 0.25% of their portfolio BOSTON, MA 25,844,75325.8m $3.2bn $3.2bn 0.25% Added +604.0k +604,024
8 FMR LLC 0.19% of their portfolio BOSTON, MA 25,561,56025.6m $3.2bn $3.2bn 0.19% Added +2.7m +2,725,335
9 Fisher Asset Management, LLC 1.14% of their portfolio PLANO, TX 22,833,93722.8m $2.9bn $2.9bn 1.14% Added +429.0k +428,956
10 Capital Research Global Investors 0.56% of their portfolio Los Angeles, CA 21,794,87321.8m $2.7bn $2.7bn 0.56% Added +6.7m +6,744,333
11 WELLINGTON MANAGEMENT GROUP LLP 0.48% of their portfolio Boston, MA 20,895,98420.9m $2.6bn $2.6bn 0.48% Reduced -10.3m -10,275,782
12 BANK OF AMERICA CORP /DE/ 0.22% of their portfolio CHARLOTTE, NC 18,810,28818.8m $2.4bn $2.4bn 0.22% Reduced -2.0m -2,017,707
13 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.67% of their portfolio Boston, MA 16,879,50616.9m $2.1bn $2.1bn 0.67% Reduced -2.3m -2,289,863
14 NORGES BANK 0.25% of their portfolio OSLO, Q8 15,194,08115.2m $1.9bn $1.9bn 0.25% Added +252.9k +252,935
15 PRICE T ROWE ASSOCIATES INC /MD/ 0.20% of their portfolio BALTIMORE, MD 14,112,50814.1m $1.8bn $1.8bn 0.20% Added +1.9m +1,890,245
16 GOLDMAN SACHS GROUP INC 0.34% of their portfolio NEW YORK, NY 13,967,39414.0m $1.8bn $1.8bn 0.34% Reduced -998.2k -998,176
17 NORTHERN TRUST CORP 0.24% of their portfolio CHICAGO, IL 13,403,19713.4m $1.7bn $1.7bn 0.24% Added +2.2m +2,233,589
18 AMERIPRISE FINANCIAL INC 0.41% of their portfolio MINNEAPOLIS, MN 12,844,09012.8m $1.6bn $1.6bn 0.41% Reduced -267.7k -267,728
19 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.26% of their portfolio SAN FRANCISCO, CA 11,019,69411.0m $1.4bn $1.4bn 0.26% Added +47.7k +47,699
20 UBS Group AG 0.31% of their portfolio ZURICH, V8 10,967,35111.0m $1.4bn $1.4bn 0.31% Added +536.0k +535,973
21 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.27% of their portfolio NEW YORK, NY 9,210,2939.2m $1.2bn $1.2bn 0.27% Added +756.1k +756,116
22 Invesco Ltd. 0.21% of their portfolio ATLANTA, GA 8,893,9098.9m $1.1bn $1.1bn 0.21% Reduced -1.5m -1,462,965
23 ROYAL BANK OF CANADA 0.24% of their portfolio TORONTO, A6 8,684,6168.7m $1.1bn $1.1bn 0.24% Added +1.1m +1,136,769
24 Legal & General Group Plc 0.27% of their portfolio London, X0 8,040,1648.0m $1.0bn $1.0bn 0.27% Reduced -209.2k -209,212
25 DIMENSIONAL FUND ADVISORS LP 0.24% of their portfolio AUSTIN, TX 7,984,4038.0m $1.0bn $1.0bn 0.24% Reduced -117.7k -117,662
26 Bank of New York Mellon Corp 0.18% of their portfolio NEW YORK, NY 7,736,8517.7m $972.7m $972.7m 0.18% Reduced -3.3m -3,282,221
27 FRANKLIN RESOURCES INC 0.27% of their portfolio San Mateo, CA 7,718,5097.7m $970.4m $970.4m 0.27% Reduced -132.3k -132,339
28 SCHRODER INVESTMENT MANAGEMENT GROUP 0.88% of their portfolio London, X0 7,282,1567.3m $915.7m $915.7m 0.88% Added +2.5m +2,453,470
29 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.78% of their portfolio Toronto, A6 7,164,8387.2m $900.8m $900.8m 0.78% Reduced -1.7m -1,694,302
30 MORGAN STANLEY 0.05% of their portfolio NEW YORK, NY 6,080,3796.1m $764.4m $764.4m 0.05% Reduced -31.0k -30,974
31 Alphinity Investment Management Pty Ltd 4.08% of their portfolio Sydney, C3 5,969,4906.0m $750.5m $750.5m 4.08% Reduced -1.8k -1,775
32 BANK OF MONTREAL /CAN/ 0.36% of their portfolio TORONTO, A6 5,717,0935.7m $718.8m $718.8m 0.36% Reduced -543.9k -543,945
33 Capital World Investors 0.11% of their portfolio LOS ANGELES, CA 5,655,3995.7m $711.0m $711.0m 0.11% Added +27.0k +26,955
34 Nuveen Asset Management, LLC 0.19% of their portfolio CHICAGO, IL 5,478,7585.5m $688.8m $688.8m 0.19% Reduced -323.1k -323,063
35 JANUS HENDERSON GROUP PLC 0.35% of their portfolio LONDON, X0 5,474,2435.5m $688.3m $688.3m 0.35% Reduced -840.1k -840,065
36 DEUTSCHE BANK AG\ 0.24% of their portfolio FRANKFURT AM MAIN, 2M 4,870,2594.9m $612.3m $612.3m 0.24% Added +3.1k +3,118
37 WELLS FARGO & COMPANY/MN 0.13% of their portfolio SAN FRANCISCO, CA 4,380,7634.4m $550.7m $550.7m 0.13% Added +35.2k +35,231
38 Amundi 0.19% of their portfolio Paris, I0 4,274,3514.3m $544.8m $544.8m 0.19% Reduced -537.2k -537,238
39 VOYA INVESTMENT MANAGEMENT LLC 0.56% of their portfolio ATLANTA, GA 4,250,3924.3m $534.4m $534.4m 0.56% Added +195.8k +195,753
40 PRINCIPAL FINANCIAL GROUP INC 0.29% of their portfolio DES MOINES, IA 4,237,1854.2m $532.7m $532.7m 0.29% Reduced -474.6k -474,620
41 Boston Partners 0.61% of their portfolio BOSTON, MA 3,960,9784.0m $500.1m $500.1m 0.61% Reduced -2.2m -2,218,533
42 MILLENNIUM MANAGEMENT LLC 0.40% of their portfolio NEW YORK, NY 3,687,6403.7m $463.6m $463.6m 0.40% Added +1.2m +1,168,600
43 HSBC HOLDINGS PLC 0.27% of their portfolio LONDON, X0 3,460,5083.5m $435.3m $435.3m 0.27% Added +79.4k +79,359
44 CITADEL ADVISORS LLC 0.39% of their portfolio MIAMI, FL 3,363,8523.4m $422.9m $422.9m 0.39% Added +3.2m +3,209,680
45 ALLIANCEBERNSTEIN L.P. 0.12% of their portfolio NASHVILLE, TN 2,889,3222.9m $363.2m $363.2m 0.12% Added +47.2k +47,221
46 Sumitomo Mitsui Trust Group, Inc. 0.24% of their portfolio CHIYODA-KU, TOKYO, M0 2,805,0762.8m $352.7m $352.7m 0.24% Added +72.3k +72,285
47 RAYMOND JAMES FINANCIAL INC 0.12% of their portfolio ST. PETERSBURG, FL 2,578,0942.6m $324.1m $324.1m 0.12% First filing
48 MACKENZIE FINANCIAL CORP 0.15% of their portfolio TORONTO ONTARIO, A6 2,570,3072.6m $322.9m $322.9m 0.15% Added +2.3m +2,264,903
49 BARCLAYS PLC 0.16% of their portfolio LONDON, X0 2,517,8112.5m $316.5m $316.5m 0.16% Reduced -3.6m -3,560,342
50 ENVESTNET ASSET MANAGEMENT INC 0.10% of their portfolio Berwyn, PA 2,480,6722.5m $311.9m $311.9m 0.10% Reduced -46.3k -46,252
51 Ensign Peak Advisors, Inc 0.55% of their portfolio SALT LAKE CITY, UT 2,439,3662.4m $306.7m $306.7m 0.55% Added +257.9k +257,901
52 California Public Employees Retirement System 0.20% of their portfolio Sacramento, CA 2,372,5622.4m $298.3m $298.3m 0.20% Reduced -122.6k -122,648
53 RHUMBLINE ADVISERS 0.27% of their portfolio BOSTON, MA 2,370,8562.4m $298.1m $298.1m 0.27% Reduced -55.4k -55,426
54 AMERICAN CENTURY COMPANIES INC 0.17% of their portfolio KANSAS CITY, MO 2,331,9602.3m $293.2m $293.2m 0.17% Added +1.2m +1,230,623
55 National Pension Service 0.28% of their portfolio JEONJU-SI, JEOLLABUK-DO, M5 2,313,9282.3m $290.9m $290.9m 0.28% Reduced -57.1k -57,121
56 PNC Financial Services Group, Inc. 0.19% of their portfolio Pittsburgh, PA 2,248,4512.2m $282.7m $282.7m 0.19% Added +2.6k +2,618
57 Fayez Sarofim & Co 0.68% of their portfolio Houston, TX 2,238,7142.2m $281.5m $281.5m 0.68% Added +325.6k +325,579
58 FIL Ltd 0.26% of their portfolio HAMILTON, D0 2,238,4162.2m $281.4m $281.4m 0.26% Added +892.9k +892,929
59 NEUBERGER BERMAN GROUP LLC 0.22% of their portfolio NEW YORK, NY 2,162,1402.2m $271.8m $271.8m 0.22% Added +78.6k +78,609
60 BNP PARIBAS FINANCIAL MARKETS 0.20% of their portfolio PARIS, I0 2,093,2922.1m $263.2m $263.2m 0.20% Reduced -224.5k -224,507
61 LORD, ABBETT & CO. LLC 0.82% of their portfolio JERSEY CITY, NJ 2,067,7552.1m $260.0m $260.0m 0.82% Added +120.5k +120,503
62 CITIGROUP INC 0.24% of their portfolio NEW YORK, NY 1,982,9972.0m $249.3m $249.3m 0.24% Added +219.4k +219,363
63 Mitsubishi UFJ Asset Management Co., Ltd. 0.23% of their portfolio TOKYO, M0 1,925,3041.9m $242.5m $242.5m 0.23% Added +159.1k +159,065
64 LPL Financial LLC 0.10% of their portfolio FORT MILL, SC 1,879,6151.9m $236.3m $236.3m 0.10% Added +223.5k +223,536
65 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.28% of their portfolio WEST SACRAMENTO, CA 1,877,0921.9m $236.0m $236.0m 0.28% Reduced -93.6k -93,621
66 Cullen Capital Management, LLC 2.68% of their portfolio New York, NY 1,830,0691.8m $230.1m $230.1m 2.68% Reduced -631.8k -631,848
67 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.89% of their portfolio DENVER, CO 1,780,7451.8m $223.9m $223.9m 0.89% Added +486.2k +486,165
68 NEW YORK STATE COMMON RETIREMENT FUND 0.27% of their portfolio ALBANY, NY 1,628,3031.6m $204.7m $204.7m 0.27% Added +129.8k +129,800
69 STIFEL FINANCIAL CORP 0.21% of their portfolio ST. LOUIS, MO 1,602,1311.6m $201.4m $201.4m 0.21% Reduced -5.8k -5,792
70 CANADA PENSION PLAN INVESTMENT BOARD 0.19% of their portfolio TORONTO ONTARIO, A6 1,591,8961.6m $200.1m $200.1m 0.19% Reduced -675.3k -675,290
71 D. E. Shaw & Co., Inc. 0.22% of their portfolio New York, NY 1,588,1191.6m $199.7m $199.7m 0.22% Added +905.8k +905,849
72 FEDERATED HERMES, INC. 0.43% of their portfolio PITTSBURGH, PA 1,569,9481.6m $197.4m $197.4m 0.43% Reduced -876.3k -876,318
73 AXIOM INVESTORS LLC /DE 1.44% of their portfolio GREENWICH, CT 1,556,9641.6m $195.7m $195.7m 1.44% New
74 MENORA MIVTACHIM HOLDINGS LTD. 1.21% of their portfolio Ramat Gan, L3 1,532,9771.5m $192.7m $192.7m 1.21% New
75 Aberdeen Group plc 0.36% of their portfolio EDINBURGH, X0 1,532,5711.5m $192.5m $192.5m 0.36% Reduced -96.4k -96,381
76 BESSEMER GROUP INC 0.31% of their portfolio WOODBRIDGE, NJ 1,532,4981.5m $192.7m $192.7m 0.31% Added +385.8k +385,820
77 FIFTH THIRD BANCORP 0.69% of their portfolio CINCINNATI, OH 1,506,3371.5m $189.4m $189.4m 0.69% Reduced -8.2k -8,157
78 Hamlin Capital Management, LLC 4.64% of their portfolio New York, NY 1,490,6701.5m $187.4m $187.4m 4.64% Reduced -13.3k -13,303
79 PRUDENTIAL FINANCIAL INC 0.26% of their portfolio NEWARK, NJ 1,490,5581.5m $187.4m $187.4m 0.26% Added +65.5k +65,456
80 MACQUARIE GROUP LTD 0.21% of their portfolio Sydney, NSW 2000, C3 1,462,7171.5m $177.8m $177.8m 0.21% Reduced -433.8k -433,840
81 HighTower Advisors, LLC 0.24% of their portfolio CHICAGO, IL 1,412,6781.4m $174.5m $174.5m 0.24% Added +42.1k +42,106
82 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.14% of their portfolio BOSTON, MA 1,405,0161.4m $176.6m $176.6m 0.14% Reduced -117.8k -117,809
83 Focused Investors LLC 5.21% of their portfolio LOS ANGELES, CA 1,311,8001.3m $164.9m $164.9m 5.21% Reduced -306.4k -306,400
84 MARSHALL WACE, LLP 0.21% of their portfolio LONDON, X0 1,300,0231.3m $163.4m $163.4m 0.21% Added +221.9k +221,940
85 Corient Private Wealth LP 0.27% of their portfolio MIAMI, FL 1,281,0021.3m $160.6m $160.6m 0.27% Reduced -623.8k -623,822
86 Evercore Wealth Management, LLC 2.40% of their portfolio New York, NY 1,274,4221.3m $160.2m $160.2m 2.40% Reduced -8.4k -8,364
87 Qube Research & Technologies Ltd 0.25% of their portfolio LONDON, X0 1,237,1341.2m $155.5m $155.5m 0.25% Added +630.9k +630,899
88 CANADA LIFE ASSURANCE Co 0.26% of their portfolio WINNIPEG, A2 1,219,6031.2m $153.3m $153.3m 0.26% Reduced -342.4k -342,428
89 NATIXIS ADVISORS, LLC 0.28% of their portfolio Boston, MA 1,187,7841.2m $149.3m $149.3m 0.28% Added +34.8k +34,847
90 PRIMECAP MANAGEMENT CO/CA/ 0.11% of their portfolio PASADENA, CA 1,179,5951.2m $148.3m $148.3m 0.11% Reduced -271.3k -271,312
91 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.31% of their portfolio ALBANY, NY 1,174,2111.2m $147.6m $147.6m 0.31% Added +26.6k +26,587
92 COMMERCE BANK 0.89% of their portfolio KANSAS CITY, MO 1,148,5661.1m $144.4m $144.4m 0.89% Added +19.7k +19,673
93 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.25% of their portfolio Boston, MA 1,148,0841.1m $144.3m $144.3m 0.25% Reduced -26.1k -26,150
94 Squarepoint Ops LLC 0.36% of their portfolio NEW YORK, NY 1,126,1711.1m $141.6m $141.6m 0.36% Added +176.4k +176,376
95 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.27% of their portfolio TALLAHASSEE, FL 1,120,9891.1m $140.9m $140.9m 0.27% Reduced -10.9k -10,861
96 DANSKE BANK A/S 0.40% of their portfolio COPENHAGEN V, G7 1,075,1331.1m $135.2m $135.2m 0.40% Added +550.8k +550,761
97 Unisphere Establishment 1.15% of their portfolio VADUZ, N2 1,050,0001.1m $132.0m $132.0m 1.15% Reduced -900.0k -900,000
98 Universal- Beteiligungs- und Servicegesellschaft mbH 0.26% of their portfolio FRANKFURT AM MAIN, 2M 1,028,8031.0m $129.3m $129.3m 0.26% First filing
99 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.23% of their portfolio PLYMOUTH, MN 974,647974.6k $122.5m $122.5m 0.23% Added +1.6k +1,584
100 Douglas Lane & Associates, LLC 1.72% of their portfolio NEW YORK, NY 968,815968.8k $121.8m $121.8m 1.72% Reduced -31.3k -31,327