| 2026-03-31 → 2026-06-30 | Renaissance Technologies | ADDED | 2,015,396 | 2,870,517 | $58.8M |
| 2026-03-31 → 2026-06-30 | Citadel Advisors | ADDED | 8,251,555 | 9,331,810 | -$160.4M |
| 2026-03-31 → 2026-06-30 | Bridgewater Associates | ADDED | 2,827 | 154,753 | $25.1M |
| 2026-03-31 → 2026-06-30 | Point72 Asset Management | TRIMMED | 1,322,956 | 871,243 | -$129.3M |
| 2026-03-31 → 2026-06-30 | D. E. Shaw & Co. | ADDED | 1,549,855 | 2,440,826 | $83.9M |
| 2026-03-31 → 2026-06-30 | Two Sigma Investments | TRIMMED | 1,318,560 | 188,119 | -$241.6M |
| 2026-03-31 → 2026-06-30 | Millennium Management | ADDED | 4,293,561 | 5,350,388 | -$1.5M |
| 2026-03-31 → 2026-06-30 | Fisher Asset Management | TRIMMED | 21,887,438 | 16,657,865 | -$1,767.3M |
| 2026-03-31 → 2026-06-30 | AQR Capital Management | ADDED | 1,492,785 | 5,502,367 | $603.2M |
| 2026-03-31 → 2026-06-30 | Adage Capital Partners | TRIMMED | 2,500,766 | 1,724,613 | -$231.5M |
| 2026-03-31 → 2026-06-30 | Norges Bank Investment Management | NEW | 0 | 22,964,061 | $3,806.5M |
| 2026-03-31 → 2026-06-30 | HBK Investments | TRIMMED | 44,866 | 19,321 | -$6.1M |
| 2026-03-31 → 2026-06-30 | Discovery Capital Management | NEW | 0 | 355,336 | $58.9M |
| 2026-03-31 → 2026-06-30 | Marshall Wace | TRIMMED | 4,174,661 | 2,535,368 | -$443.5M |
| 2026-03-31 → 2026-06-30 | Capital Research Global Investors | TRIMMED | 2,602,161 | 2,330,961 | -$152.0M |
| 2026-03-31 → 2026-06-30 | Neuberger Berman | TRIMMED | 3,203,190 | 2,991,482 | -$166.8M |
| 2026-03-31 → 2026-06-30 | Blackstone | NEW | 0 | 2,212 | $0.4M |
| 2026-03-31 → 2026-06-30 | Ancora Advisors | TRIMMED | 244,451 | 232,266 | -$12.1M |
| 2026-03-31 → 2026-06-30 | VGI Partners (now Regal Partners) | CLOSED | 69,071 | 0 | -$14.3M |
| 2026-03-31 → 2026-06-30 | Arrowstreet Capital | CLOSED | 1,945,304 | 0 | -$402.5M |
| 2026-03-31 → 2026-06-30 | Aristotle Capital Management | TRIMMED | 4,526,223 | 4,141,943 | -$249.9M |
| 2026-03-31 → 2026-06-30 | Diamond Hill Capital Management | ADDED | 154,154 | 183,234 | -$1.5M |
| 2026-03-31 → 2026-06-30 | Clearbridge Investments | TRIMMED | 2,309,524 | 1,977,543 | -$150.0M |
| 2026-03-31 → 2026-06-30 | Geode Capital Management | ADDED | 43,677,102 | 44,535,812 | -$1,648.0M |
| 2026-03-31 → 2026-06-30 | Capital World Investors | ADDED | 10,852,533 | 10,890,630 | -$440.2M |
| 2026-03-31 → 2026-06-30 | PrimeCap Management | TRIMMED | 2,291,577 | 2,285,458 | -$95.3M |
| 2026-03-31 → 2026-06-30 | Loomis Sayles | ADDED | 2,117 | 2,158 | -$0.1M |
| 2026-03-31 → 2026-06-30 | Charles Schwab Investment Management | ADDED | 36,118,480 | 37,714,808 | -$1,218.8M |
| 2026-03-31 → 2026-06-30 | Victory Capital Management | ADDED | 819,874 | 828,303 | -$32.3M |
| 2026-03-31 → 2026-06-30 | Chilton Investment Company | ADDED | 32,337 | 40,847 | $0.1M |
| 2026-03-31 → 2026-06-30 | Wexford Capital | NEW | 0 | 1,653 | $0.3M |
| 2026-03-31 → 2026-06-30 | Verition Fund Management | ADDED | 91,749 | 99,877 | -$2.4M |
| 2026-03-31 → 2026-06-30 | Walleye Capital | ADDED | 341,935 | 409,189 | -$2.9M |
| 2026-03-31 → 2026-06-30 | Squarepoint Ops | ADDED | 1,180,476 | 2,801,565 | $220.1M |
| 2026-03-31 → 2026-06-30 | Schonfeld Strategic Advisors | ADDED | 55,545 | 62,273 | -$1.2M |
| 2026-03-31 → 2026-06-30 | Voleon Capital Management | ADDED | 4,097 | 19,949 | $2.5M |
| 2026-03-31 → 2026-06-30 | Qube Research & Technologies | ADDED | 2,377,067 | 6,058,185 | $512.4M |
| 2026-03-31 → 2026-06-30 | Capstone Investment Advisors | ADDED | 405,600 | 514,841 | $1.4M |
| 2026-03-31 → 2026-06-30 | Graham Capital Management | NEW | 0 | 19,332 | $3.2M |
| 2026-03-31 → 2026-06-30 | Man Group | ADDED | 637,443 | 1,441,265 | $107.0M |
| 2026-03-31 → 2026-06-30 | Hudson Bay Capital Management | TRIMMED | 267,726 | 2,380 | -$55.0M |
| 2026-03-31 → 2026-06-30 | Rokos Capital Management | CLOSED | 116,387 | 0 | -$24.1M |
| 2026-03-31 → 2026-06-30 | 1832 Asset Management | TRIMMED | 1,099,798 | 31,735 | -$222.3M |
| 2025-12-31 → 2026-03-31 | Berkshire Hathaway | TRIMMED | 130,156,362 | 84,375,856 | -$2,379.8M |
| 2025-12-31 → 2026-03-31 | Renaissance Technologies | TRIMMED | 2,191,314 | 2,015,396 | $83.0M |
| 2025-12-31 → 2026-03-31 | Citadel Advisors | ADDED | 5,981,099 | 8,251,555 | $795.7M |
| 2025-12-31 → 2026-03-31 | Bridgewater Associates | NEW | 0 | 2,827 | $0.6M |
| 2025-12-31 → 2026-03-31 | Point72 Asset Management | ADDED | 365,600 | 1,322,956 | $218.0M |
| 2025-12-31 → 2026-03-31 | D. E. Shaw & Co. | TRIMMED | 2,213,802 | 1,549,855 | -$16.7M |
| 2025-12-31 → 2026-03-31 | Two Sigma Investments | ADDED | 40,290 | 1,318,560 | $266.7M |
| 2025-12-31 → 2026-03-31 | Millennium Management | ADDED | 3,804,449 | 4,293,561 | $308.5M |
| 2025-12-31 → 2026-03-31 | Fisher Asset Management | ADDED | 21,471,919 | 21,887,438 | $1,256.0M |
| 2025-12-31 → 2026-03-31 | AQR Capital Management | ADDED | 1,256,977 | 1,492,785 | $117.3M |
| 2025-12-31 → 2026-03-31 | Adage Capital Partners | ADDED | 1,780,166 | 2,500,766 | $246.1M |
| 2025-12-31 → 2026-03-31 | Norges Bank Investment Management | CLOSED | 24,457,623 | 0 | -$3,727.6M |
| 2025-12-31 → 2026-03-31 | HBK Investments | NEW | 0 | 44,866 | $9.3M |
| 2025-12-31 → 2026-03-31 | Marshall Wace | ADDED | 1,286,429 | 4,174,661 | $667.7M |
| 2025-12-31 → 2026-03-31 | Capital Research Global Investors | TRIMMED | 2,928,778 | 2,602,161 | $92.0M |
| 2025-12-31 → 2026-03-31 | Neuberger Berman | TRIMMED | 3,580,097 | 3,203,190 | $117.4M |
| 2025-12-31 → 2026-03-31 | Blackstone | CLOSED | 18,792 | 0 | -$2.9M |
| 2025-12-31 → 2026-03-31 | Ancora Advisors | TRIMMED | 256,115 | 244,451 | $11.5M |
| 2025-12-31 → 2026-03-31 | VGI Partners (now Regal Partners) | NEW | 0 | 69,071 | $14.3M |
| 2025-12-31 → 2026-03-31 | Arrowstreet Capital | NEW | 0 | 1,945,304 | $402.5M |
| 2025-12-31 → 2026-03-31 | Aristotle Capital Management | ADDED | 601,086 | 4,526,223 | $844.9M |
| 2025-12-31 → 2026-03-31 | Gardner Russo & Quinn | TRIMMED | 2,670 | 2,470 | $0.1M |
| 2025-12-31 → 2026-03-31 | Diamond Hill Capital Management | TRIMMED | 290,149 | 154,154 | -$12.3M |
| 2025-12-31 → 2026-03-31 | Clearbridge Investments | TRIMMED | 2,412,287 | 2,309,524 | $110.2M |
| 2025-12-31 → 2026-03-31 | Geode Capital Management | ADDED | 43,613,011 | 43,677,102 | $2,380.5M |
| 2025-12-31 → 2026-03-31 | Capital World Investors | TRIMMED | 11,488,811 | 10,852,533 | $494.4M |
| 2025-12-31 → 2026-03-31 | PrimeCap Management | TRIMMED | 2,325,352 | 2,291,577 | $119.7M |
| 2025-12-31 → 2026-03-31 | Loomis Sayles | TRIMMED | 2,209 | 2,117 | $0.1M |
| 2025-12-31 → 2026-03-31 | Charles Schwab Investment Management | ADDED | 36,036,844 | 36,118,480 | $1,978.8M |
| 2025-12-31 → 2026-03-31 | Victory Capital Management | TRIMMED | 2,059,441 | 819,874 | -$144.2M |
| 2025-12-31 → 2026-03-31 | Chilton Investment Company | TRIMMED | 61,780 | 32,337 | -$2.7M |
| 2025-12-31 → 2026-03-31 | Moore Capital Management | CLOSED | 100,000 | 0 | -$15.2M |
| 2025-12-31 → 2026-03-31 | Verition Fund Management | TRIMMED | 175,161 | 91,749 | -$7.7M |
| 2025-12-31 → 2026-03-31 | Walleye Capital | TRIMMED | 531,704 | 341,935 | -$10.3M |
| 2025-12-31 → 2026-03-31 | Squarepoint Ops | ADDED | 947,296 | 1,180,476 | $99.9M |
| 2025-12-31 → 2026-03-31 | Schonfeld Strategic Advisors | ADDED | 2,019 | 55,545 | $11.2M |
| 2025-12-31 → 2026-03-31 | Voleon Capital Management | TRIMMED | 33,598 | 4,097 | -$4.3M |
| 2025-12-31 → 2026-03-31 | Qube Research & Technologies | ADDED | 1,394,322 | 2,377,067 | $279.3M |
| 2025-12-31 → 2026-03-31 | Capstone Investment Advisors | ADDED | 154,383 | 405,600 | $60.4M |
| 2025-12-31 → 2026-03-31 | Graham Capital Management | CLOSED | 20,344 | 0 | -$3.1M |
| 2025-12-31 → 2026-03-31 | Man Group | TRIMMED | 653,199 | 637,443 | $32.3M |
| 2025-12-31 → 2026-03-31 | Hudson Bay Capital Management | NEW | 0 | 267,726 | $55.4M |
| 2025-12-31 → 2026-03-31 | Rokos Capital Management | TRIMMED | 539,500 | 116,387 | -$58.1M |
| 2025-12-31 → 2026-03-31 | 1832 Asset Management | ADDED | 34,700 | 1,099,798 | $222.3M |
| 2025-09-30 → 2025-12-31 | Berkshire Hathaway | ADDED | 122,064,792 | 130,156,362 | $881.7M |
| 2025-09-30 → 2025-12-31 | Renaissance Technologies | ADDED | 418,548 | 2,191,314 | $269.0M |
| 2025-09-30 → 2025-12-31 | Citadel Advisors | TRIMMED | 6,874,029 | 5,981,099 | -$155.9M |
| 2025-09-30 → 2025-12-31 | Point72 Asset Management | ADDED | 41,000 | 365,600 | $49.4M |
| 2025-09-30 → 2025-12-31 | D. E. Shaw & Co. | ADDED | 2,062,319 | 2,213,802 | $17.1M |
| 2025-09-30 → 2025-12-31 | Two Sigma Investments | TRIMMED | 50,622 | 40,290 | -$1.7M |
| 2025-09-30 → 2025-12-31 | Millennium Management | TRIMMED | 5,120,871 | 3,804,449 | -$215.4M |
| 2025-09-30 → 2025-12-31 | Fisher Asset Management | ADDED | 21,152,060 | 21,471,919 | -$12.2M |
| 2025-09-30 → 2025-12-31 | AQR Capital Management | TRIMMED | 1,536,471 | 1,256,977 | -$46.1M |
| 2025-09-30 → 2025-12-31 | Adage Capital Partners | TRIMMED | 3,284,841 | 1,780,166 | -$238.8M |
| 2025-09-30 → 2025-12-31 | Norges Bank Investment Management | NEW | 0 | 24,457,623 | $3,727.6M |
| 2025-09-30 → 2025-12-31 | Marshall Wace | TRIMMED | 1,911,425 | 1,286,429 | -$100.8M |
| 2025-09-30 → 2025-12-31 | Capital Research Global Investors | TRIMMED | 3,586,241 | 2,928,778 | -$110.5M |
| 2025-09-30 → 2025-12-31 | Harris Associates | TRIMMED | 1,653 | 1,350 | -$0.1M |
| 2025-09-30 → 2025-12-31 | Neuberger Berman | TRIMMED | 4,059,818 | 3,580,097 | -$84.9M |
| 2025-09-30 → 2025-12-31 | Blackstone | NEW | 0 | 18,792 | $2.9M |
| 2025-09-30 → 2025-12-31 | Ancora Advisors | ADDED | 254,695 | 256,115 | -$0.5M |
| 2025-09-30 → 2025-12-31 | Arrowstreet Capital | CLOSED | 713,985 | 0 | -$110.9M |
| 2025-09-30 → 2025-12-31 | Aristotle Capital Management | TRIMMED | 635,395 | 601,086 | -$7.1M |
| 2025-09-30 → 2025-12-31 | Diamond Hill Capital Management | ADDED | 152,644 | 290,149 | $20.5M |
| 2025-09-30 → 2025-12-31 | Clearbridge Investments | TRIMMED | 2,500,648 | 2,412,287 | -$20.7M |
| 2025-09-30 → 2025-12-31 | Geode Capital Management | ADDED | 43,478,121 | 43,613,011 | -$102.3M |
| 2025-09-30 → 2025-12-31 | Capital World Investors | TRIMMED | 11,706,883 | 11,488,811 | -$67.0M |
| 2025-09-30 → 2025-12-31 | PrimeCap Management | TRIMMED | 6,362,826 | 2,325,352 | -$633.7M |
| 2025-09-30 → 2025-12-31 | Loomis Sayles | ADDED | 2,053 | 2,209 | $0.0M |
| 2025-09-30 → 2025-12-31 | Charles Schwab Investment Management | ADDED | 35,075,503 | 36,036,844 | $45.3M |
| 2025-09-30 → 2025-12-31 | Victory Capital Management | ADDED | 1,803,093 | 2,059,441 | $33.9M |
| 2025-09-30 → 2025-12-31 | Chilton Investment Company | TRIMMED | 61,884 | 61,780 | -$0.2M |
| 2025-09-30 → 2025-12-31 | Moore Capital Management | ADDED | 28,147 | 100,000 | $10.9M |
| 2025-09-30 → 2025-12-31 | Verition Fund Management | TRIMMED | 231,726 | 175,161 | -$9.3M |
| 2025-09-30 → 2025-12-31 | Walleye Capital | ADDED | 212,930 | 531,704 | $48.0M |
| 2025-09-30 → 2025-12-31 | Squarepoint Ops | TRIMMED | 1,634,024 | 947,296 | -$109.4M |
| 2025-09-30 → 2025-12-31 | Schonfeld Strategic Advisors | TRIMMED | 71,050 | 2,019 | -$10.7M |
| 2025-09-30 → 2025-12-31 | Voleon Capital Management | TRIMMED | 61,514 | 33,598 | -$4.4M |
| 2025-09-30 → 2025-12-31 | Qube Research & Technologies | TRIMMED | 2,070,444 | 1,394,322 | -$109.0M |
| 2025-09-30 → 2025-12-31 | Capstone Investment Advisors | TRIMMED | 371,227 | 154,383 | -$34.1M |
| 2025-09-30 → 2025-12-31 | Graham Capital Management | ADDED | 3,026 | 20,344 | $2.6M |
| 2025-09-30 → 2025-12-31 | Man Group | TRIMMED | 772,757 | 653,199 | -$20.4M |
| 2025-09-30 → 2025-12-31 | Hudson Bay Capital Management | CLOSED | 301,693 | 0 | -$46.8M |
| 2025-09-30 → 2025-12-31 | Rokos Capital Management | NEW | 0 | 539,500 | $82.2M |
| 2025-09-30 → 2025-12-31 | 1832 Asset Management | ADDED | 2,102 | 34,700 | $5.0M |
| 2025-06-30 → 2025-09-30 | Renaissance Technologies | TRIMMED | 893,567 | 418,548 | -$63.0M |
| 2025-06-30 → 2025-09-30 | Citadel Advisors | TRIMMED | 8,100,588 | 6,874,029 | -$92.5M |
| 2025-06-30 → 2025-09-30 | Point72 Asset Management | ADDED | 6,700 | 41,000 | $5.4M |
| 2025-06-30 → 2025-09-30 | D. E. Shaw & Co. | ADDED | 1,622,900 | 2,062,319 | $87.9M |
| 2025-06-30 → 2025-09-30 | Two Sigma Investments | ADDED | 4,206 | 50,622 | $7.3M |
| 2025-06-30 → 2025-09-30 | Millennium Management | ADDED | 3,381,201 | 5,120,871 | $311.1M |
| 2025-06-30 → 2025-09-30 | Fisher Asset Management | ADDED | 20,826,805 | 21,152,060 | $302.5M |
| 2025-06-30 → 2025-09-30 | AQR Capital Management | ADDED | 672,745 | 1,536,471 | $141.3M |
| 2025-06-30 → 2025-09-30 | Adage Capital Partners | NEW | 0 | 3,284,841 | $510.1M |
| 2025-06-30 → 2025-09-30 | Norges Bank Investment Management | CLOSED | 19,006,054 | 0 | -$2,721.5M |
| 2025-06-30 → 2025-09-30 | HBK Investments | CLOSED | 249,300 | 0 | -$35.7M |
| 2025-06-30 → 2025-09-30 | Marshall Wace | ADDED | 1,534,575 | 1,911,425 | $77.1M |
| 2025-06-30 → 2025-09-30 | Capital Research Global Investors | ADDED | 3,581,188 | 3,586,241 | $44.1M |
| 2025-06-30 → 2025-09-30 | Harris Associates | TRIMMED | 2,497 | 1,653 | -$0.1M |
| 2025-06-30 → 2025-09-30 | Neuberger Berman | ADDED | 3,662,971 | 4,059,818 | $106.0M |
| 2025-06-30 → 2025-09-30 | Ancora Advisors | ADDED | 250,213 | 254,695 | $3.7M |
| 2025-06-30 → 2025-09-30 | Arrowstreet Capital | TRIMMED | 796,874 | 713,985 | -$3.2M |
| 2025-06-30 → 2025-09-30 | Aristotle Capital Management | TRIMMED | 663,385 | 635,395 | $3.7M |
| 2025-06-30 → 2025-09-30 | Diamond Hill Capital Management | TRIMMED | 168,969 | 152,644 | -$0.5M |
| 2025-06-30 → 2025-09-30 | Clearbridge Investments | ADDED | 1,387,159 | 2,500,648 | $189.7M |
| 2025-06-30 → 2025-09-30 | Geode Capital Management | ADDED | 36,839,930 | 43,478,121 | $1,470.3M |
| 2025-06-30 → 2025-09-30 | Capital World Investors | TRIMMED | 13,301,648 | 11,706,883 | -$86.7M |
| 2025-06-30 → 2025-09-30 | PrimeCap Management | NEW | 0 | 6,362,826 | $988.1M |
| 2025-06-30 → 2025-09-30 | Loomis Sayles | TRIMMED | 2,449 | 2,053 | -$0.0M |
| 2025-06-30 → 2025-09-30 | Charles Schwab Investment Management | ADDED | 34,772,753 | 35,075,503 | $467.8M |
| 2025-06-30 → 2025-09-30 | Victory Capital Management | ADDED | 1,731,746 | 1,803,093 | $31.8M |
| 2025-06-30 → 2025-09-30 | Chilton Investment Company | ADDED | 18,534 | 61,884 | $7.0M |
| 2025-06-30 → 2025-09-30 | Moore Capital Management | NEW | 0 | 28,147 | $4.4M |
| 2025-06-30 → 2025-09-30 | Verition Fund Management | TRIMMED | 254,677 | 231,726 | -$0.5M |
| 2025-06-30 → 2025-09-30 | Walleye Capital | TRIMMED | 252,294 | 212,930 | -$3.1M |
| 2025-06-30 → 2025-09-30 | Squarepoint Ops | ADDED | 1,250,380 | 1,634,024 | $74.7M |
| 2025-06-30 → 2025-09-30 | Schonfeld Strategic Advisors | ADDED | 46,003 | 71,050 | $4.4M |
| 2025-06-30 → 2025-09-30 | Voleon Capital Management | ADDED | 12,782 | 61,514 | $7.7M |
| 2025-06-30 → 2025-09-30 | Qube Research & Technologies | ADDED | 773,500 | 2,070,444 | $210.8M |
| 2025-06-30 → 2025-09-30 | Capstone Investment Advisors | ADDED | 182,294 | 371,227 | $31.5M |
| 2025-06-30 → 2025-09-30 | Graham Capital Management | TRIMMED | 86,618 | 3,026 | -$11.9M |
| 2025-06-30 → 2025-09-30 | Man Group | ADDED | 142,663 | 772,757 | $99.6M |
| 2025-06-30 → 2025-09-30 | Hudson Bay Capital Management | TRIMMED | 629,850 | 301,693 | -$43.3M |
| 2025-06-30 → 2025-09-30 | 1832 Asset Management | TRIMMED | 2,133 | 2,102 | $0.0M |
| 2025-03-31 → 2025-06-30 | Berkshire Hathaway | ADDED | 118,610,534 | 122,064,792 | -$2,363.9M |
| 2025-03-31 → 2025-06-30 | Renaissance Technologies | TRIMMED | 1,168,869 | 893,567 | -$67.6M |
| 2025-03-31 → 2025-06-30 | Citadel Advisors | ADDED | 5,819,942 | 8,100,588 | $186.3M |
| 2025-03-31 → 2025-06-30 | Bridgewater Associates | CLOSED | 483,055 | 0 | -$80.8M |
| 2025-03-31 → 2025-06-30 | Point72 Asset Management | TRIMMED | 91,300 | 6,700 | -$14.3M |
| 2025-03-31 → 2025-06-30 | D. E. Shaw & Co. | ADDED | 1,342,185 | 1,622,900 | $7.8M |
| 2025-03-31 → 2025-06-30 | Two Sigma Investments | TRIMMED | 8,367 | 4,206 | -$0.8M |
| 2025-03-31 → 2025-06-30 | Millennium Management | ADDED | 2,794,461 | 3,381,201 | $16.7M |
| 2025-03-31 → 2025-06-30 | Fisher Asset Management | ADDED | 20,447,869 | 20,826,805 | -$438.5M |
| 2025-03-31 → 2025-06-30 | AQR Capital Management | ADDED | 538,471 | 672,745 | $6.2M |
| 2025-03-31 → 2025-06-30 | Norges Bank Investment Management | NEW | 0 | 19,006,054 | $2,721.5M |
| 2025-03-31 → 2025-06-30 | Marshall Wace | ADDED | 868,504 | 1,534,575 | $74.4M |
| 2025-03-31 → 2025-06-30 | Capital Research Global Investors | TRIMMED | 3,946,008 | 3,581,188 | -$147.3M |
| 2025-03-31 → 2025-06-30 | Harris Associates | ADDED | 1,855 | 2,497 | $0.0M |
| 2025-03-31 → 2025-06-30 | Neuberger Berman | TRIMMED | 4,014,902 | 3,662,971 | -$146.9M |
| 2025-03-31 → 2025-06-30 | Ancora Advisors | ADDED | 246,329 | 250,213 | -$5.4M |
| 2025-03-31 → 2025-06-30 | Arrowstreet Capital | ADDED | 202,542 | 796,874 | $80.2M |
| 2025-03-31 → 2025-06-30 | Gardner Russo & Quinn | TRIMMED | 4,217 | 2,670 | -$0.3M |
| 2025-03-31 → 2025-06-30 | Diamond Hill Capital Management | TRIMMED | 190,769 | 168,969 | -$7.7M |
| 2025-03-31 → 2025-06-30 | Clearbridge Investments | TRIMMED | 1,413,269 | 1,387,159 | -$37.8M |
| 2025-03-31 → 2025-06-30 | Geode Capital Management | TRIMMED | 37,350,404 | 36,839,930 | -$977.2M |
| 2025-03-31 → 2025-06-30 | Capital World Investors | TRIMMED | 14,862,534 | 13,301,648 | -$581.7M |
| 2025-03-31 → 2025-06-30 | Loomis Sayles | TRIMMED | 2,774 | 2,449 | $0.4M |
| 2025-03-31 → 2025-06-30 | Charles Schwab Investment Management | ADDED | 33,430,030 | 34,772,753 | -$613.0M |
| 2025-03-31 → 2025-06-30 | Victory Capital Management | TRIMMED | 1,859,513 | 1,731,746 | -$62.9M |
| 2025-03-31 → 2025-06-30 | Solus Alternative Asset Management | TRIMMED | 183,905 | 177,723 | -$5.3M |
| 2025-03-31 → 2025-06-30 | Chilton Investment Company | ADDED | 14,467 | 18,534 | $0.2M |
| 2025-03-31 → 2025-06-30 | Verition Fund Management | ADDED | 152,237 | 254,677 | $11.0M |
| 2025-03-31 → 2025-06-30 | Walleye Capital | TRIMMED | 345,084 | 252,294 | -$21.6M |
| 2025-03-31 → 2025-06-30 | Squarepoint Ops | ADDED | 582,072 | 1,250,380 | $81.7M |
| 2025-03-31 → 2025-06-30 | Schonfeld Strategic Advisors | ADDED | 33,239 | 46,003 | $1.0M |
| 2025-03-31 → 2025-06-30 | Voleon Capital Management | ADDED | 10,785 | 12,782 | $0.0M |
| 2024-12-31 → 2025-06-30 | Qube Research & Technologies | ADDED | 271,900 | 773,500 | $71.4M |
| 2025-03-31 → 2025-06-30 | Capstone Investment Advisors | TRIMMED | 255,081 | 182,294 | -$16.6M |
| 2025-03-31 → 2025-06-30 | Graham Capital Management | ADDED | 3,552 | 86,618 | $11.8M |
| 2025-03-31 → 2025-06-30 | Man Group | TRIMMED | 266,969 | 142,663 | -$24.2M |
| 2025-03-31 → 2025-06-30 | Hudson Bay Capital Management | ADDED | 597,408 | 629,850 | -$9.8M |
| 2025-03-31 → 2025-06-30 | 1832 Asset Management | TRIMMED | 737,394 | 2,133 | -$123.1M |
| 2024-12-31 → 2025-03-31 | Renaissance Technologies | ADDED | 184,974 | 1,168,869 | $168.7M |
| 2024-12-31 → 2025-03-31 | Citadel Advisors | TRIMMED | 6,222,107 | 5,819,942 | $72.4M |
| 2024-12-31 → 2025-03-31 | Bridgewater Associates | ADDED | 6,856 | 483,055 | $79.8M |
| 2024-12-31 → 2025-03-31 | Point72 Asset Management | TRIMMED | 92,400 | 91,300 | $1.9M |
| 2024-12-31 → 2025-03-31 | D. E. Shaw & Co. | TRIMMED | 1,825,663 | 1,342,185 | -$39.9M |
| 2024-12-31 → 2025-03-31 | Two Sigma Investments | TRIMMED | 35,171 | 8,367 | -$3.7M |
| 2024-12-31 → 2025-03-31 | Millennium Management | TRIMMED | 2,829,225 | 2,794,461 | $57.7M |
| 2024-12-31 → 2025-03-31 | Fisher Asset Management | ADDED | 19,892,848 | 20,447,869 | $539.4M |
| 2024-12-31 → 2025-03-31 | AQR Capital Management | ADDED | 444,580 | 538,471 | $25.7M |
| 2024-12-31 → 2025-03-31 | Norges Bank Investment Management | CLOSED | 20,835,056 | 0 | -$3,017.7M |
| 2024-12-31 → 2025-03-31 | Marshall Wace | ADDED | 236,430 | 868,504 | $111.0M |
| 2024-12-31 → 2025-03-31 | Capital Research Global Investors | TRIMMED | 4,075,885 | 3,946,008 | $69.8M |
| 2024-12-31 → 2025-03-31 | Harris Associates | TRIMMED | 2,188 | 1,855 | -$0.0M |
| 2024-12-31 → 2025-03-31 | Neuberger Berman | ADDED | 3,573,659 | 4,014,902 | $153.9M |
| 2024-12-31 → 2025-03-31 | Blackstone | CLOSED | 10,021 | 0 | -$1.5M |
| 2024-12-31 → 2025-03-31 | Ancora Advisors | TRIMMED | 249,053 | 246,329 | $5.1M |
| 2024-12-31 → 2025-03-31 | Arrowstreet Capital | NEW | 0 | 202,542 | $33.9M |
| 2024-12-31 → 2025-03-31 | Aristotle Capital Management | TRIMMED | 752,994 | 663,385 | $1.9M |
| 2024-12-31 → 2025-03-31 | Gardner Russo & Quinn | TRIMMED | 4,465 | 4,217 | $0.1M |
| 2024-12-31 → 2025-03-31 | Diamond Hill Capital Management | TRIMMED | 284,324 | 190,769 | -$9.3M |
| 2024-12-31 → 2025-03-31 | Clearbridge Investments | TRIMMED | 1,647,356 | 1,413,269 | -$2.2M |
| 2024-12-31 → 2025-03-31 | Geode Capital Management | ADDED | 36,269,270 | 37,350,404 | $982.2M |
| 2024-12-31 → 2025-03-31 | Capital World Investors | ADDED | 14,079,656 | 14,862,534 | $447.1M |
| 2024-12-31 → 2025-03-31 | Loomis Sayles | ADDED | 1,852 | 2,774 | $0.0M |
| 2024-12-31 → 2025-03-31 | Charles Schwab Investment Management | ADDED | 31,855,566 | 33,430,030 | $978.3M |
| 2024-12-31 → 2025-03-31 | Victory Capital Management | ADDED | 1,500,178 | 1,859,513 | $93.8M |
| 2024-12-31 → 2025-03-31 | Chilton Investment Company | NEW | 0 | 14,467 | $2.4M |
| 2024-12-31 → 2025-03-31 | Moore Capital Management | CLOSED | 119,292 | 0 | -$17.3M |
| 2024-12-31 → 2025-03-31 | Verition Fund Management | TRIMMED | 223,158 | 152,237 | -$6.9M |
| 2024-12-31 → 2025-03-31 | Walleye Capital | TRIMMED | 491,705 | 345,084 | -$13.5M |
| 2024-12-31 → 2025-03-31 | Squarepoint Ops | TRIMMED | 1,802,349 | 582,072 | -$163.7M |
| 2024-12-31 → 2025-03-31 | Schonfeld Strategic Advisors | ADDED | 14,782 | 33,239 | $3.4M |
| 2024-12-31 → 2025-03-31 | Voleon Capital Management | NEW | 0 | 10,785 | $1.8M |
| 2024-12-31 → 2025-03-31 | Capstone Investment Advisors | TRIMMED | 692,682 | 255,081 | -$57.7M |
| 2024-12-31 → 2025-03-31 | Graham Capital Management | NEW | 0 | 3,552 | $0.6M |
| 2024-12-31 → 2025-03-31 | Man Group | TRIMMED | 319,157 | 266,969 | -$1.6M |
| 2024-12-31 → 2025-03-31 | Hudson Bay Capital Management | ADDED | 75,099 | 597,408 | $89.1M |
| 2024-12-31 → 2025-03-31 | 1832 Asset Management | ADDED | 43,103 | 737,394 | $117.1M |
| 2024-09-30 → 2024-12-31 | Renaissance Technologies | TRIMMED | 754,513 | 184,974 | -$84.3M |
| 2024-09-30 → 2024-12-31 | Citadel Advisors | ADDED | 5,063,115 | 6,222,107 | $155.6M |
| 2024-09-30 → 2024-12-31 | Bridgewater Associates | TRIMMED | 669,119 | 6,856 | -$97.5M |
| 2024-09-30 → 2024-12-31 | Point72 Asset Management | ADDED | 56,000 | 92,400 | $5.1M |
| 2024-09-30 → 2024-12-31 | D. E. Shaw & Co. | ADDED | 1,631,652 | 1,825,663 | $24.1M |
| 2024-09-30 → 2024-12-31 | Two Sigma Investments | ADDED | 19,067 | 35,171 | $2.3M |
| 2024-09-30 → 2024-12-31 | Millennium Management | ADDED | 2,476,397 | 2,829,225 | $45.1M |
| 2024-09-30 → 2024-12-31 | Fisher Asset Management | ADDED | 19,482,388 | 19,892,848 | $12.1M |
| 2024-09-30 → 2024-12-31 | AQR Capital Management | TRIMMED | 608,808 | 444,580 | -$23.8M |
| 2024-09-30 → 2024-12-31 | Norges Bank Investment Management | NEW | 0 | 20,835,056 | $3,017.7M |
| 2024-09-30 → 2024-12-31 | HBK Investments | TRIMMED | 250,200 | 249,300 | -$0.7M |
| 2024-09-30 → 2024-12-31 | Marshall Wace | ADDED | 1,500 | 236,430 | $34.0M |
| 2024-09-30 → 2024-12-31 | Capital Research Global Investors | TRIMMED | 4,768,863 | 4,075,885 | -$112.0M |
| 2024-09-30 → 2024-12-31 | Harris Associates | ADDED | 1,938 | 2,188 | $0.0M |
| 2024-09-30 → 2024-12-31 | Neuberger Berman | ADDED | 2,261,768 | 3,573,659 | $184.4M |
| 2024-09-30 → 2024-12-31 | Blackstone | TRIMMED | 10,579 | 10,021 | -$0.1M |
| 2024-09-30 → 2024-12-31 | Ancora Advisors | TRIMMED | 262,519 | 249,053 | -$2.6M |
| 2024-09-30 → 2024-12-31 | VGI Partners (now Regal Partners) | CLOSED | 8,111 | 0 | -$1.2M |
| 2024-09-30 → 2024-12-31 | Aristotle Capital Management | TRIMMED | 848,418 | 752,994 | -$15.9M |
| 2024-09-30 → 2024-12-31 | Gardner Russo & Quinn | ADDED | 4,449 | 4,465 | -$0.0M |
| 2024-09-30 → 2024-12-31 | Diamond Hill Capital Management | TRIMMED | 327,950 | 284,324 | -$7.1M |
| 2024-09-30 → 2024-12-31 | Clearbridge Investments | TRIMMED | 1,745,788 | 1,647,356 | -$18.5M |
| 2024-09-30 → 2024-12-31 | Geode Capital Management | ADDED | 35,876,354 | 36,269,270 | -$22.3M |
| 2024-09-30 → 2024-12-31 | Capital World Investors | ADDED | 12,638,848 | 14,079,656 | $178.1M |
| 2024-09-30 → 2024-12-31 | Loomis Sayles | TRIMMED | 2,413 | 1,852 | -$0.0M |
| 2024-09-30 → 2024-12-31 | Charles Schwab Investment Management | ADDED | 31,108,760 | 31,855,566 | $32.8M |
| 2024-09-30 → 2024-12-31 | Victory Capital Management | TRIMMED | 1,514,594 | 1,500,178 | -$5.8M |
| 2024-09-30 → 2024-12-31 | Verition Fund Management | ADDED | 113,219 | 223,158 | $15.6M |
| 2024-09-30 → 2024-12-31 | Walleye Capital | ADDED | 432,281 | 491,705 | $7.6M |
| 2024-09-30 → 2024-12-31 | Squarepoint Ops | ADDED | 1,249,177 | 1,802,349 | $77.1M |
| 2024-09-30 → 2024-12-31 | Schonfeld Strategic Advisors | TRIMMED | 173,302 | 14,782 | -$23.4M |
| 2024-09-30 → 2024-12-31 | Qube Research & Technologies | TRIMMED | 730,700 | 271,900 | -$68.2M |
| 2024-09-30 → 2024-12-31 | Capstone Investment Advisors | ADDED | 411,503 | 692,682 | $39.7M |
| 2024-09-30 → 2024-12-31 | Man Group | ADDED | 199,044 | 319,157 | $16.9M |
| 2024-09-30 → 2024-12-31 | Hudson Bay Capital Management | TRIMMED | 370,000 | 75,099 | -$43.6M |
| 2024-09-30 → 2024-12-31 | 1832 Asset Management | ADDED | 24,688 | 43,103 | $2.6M |
| 2024-06-30 → 2024-09-30 | Renaissance Technologies | ADDED | 304,888 | 754,513 | $63.4M |
| 2024-06-30 → 2024-09-30 | Citadel Advisors | TRIMMED | 5,378,969 | 5,063,115 | -$95.7M |
| 2024-06-30 → 2024-09-30 | Bridgewater Associates | ADDED | 153,447 | 669,119 | $74.5M |
| 2024-06-30 → 2024-09-30 | Point72 Asset Management | ADDED | 22,800 | 56,000 | $4.7M |
| 2024-06-30 → 2024-09-30 | D. E. Shaw & Co. | ADDED | 1,389,313 | 1,631,652 | $23.0M |
| 2024-06-30 → 2024-09-30 | Two Sigma Investments | ADDED | 10,767 | 19,067 | $1.1M |
| 2024-06-30 → 2024-09-30 | Millennium Management | TRIMMED | 3,829,949 | 2,476,397 | -$234.4M |
| 2024-06-30 → 2024-09-30 | Fisher Asset Management | ADDED | 18,810,144 | 19,482,388 | -$73.1M |
| 2024-06-30 → 2024-09-30 | AQR Capital Management | TRIMMED | 858,155 | 608,808 | -$46.1M |
| 2024-06-30 → 2024-09-30 | Norges Bank Investment Management | CLOSED | 20,337,869 | 0 | -$3,181.2M |
| 2024-06-30 → 2024-09-30 | HBK Investments | ADDED | 196,500 | 250,200 | $6.1M |
| 2024-06-30 → 2024-09-30 | Discovery Capital Management | CLOSED | 196,300 | 0 | -$30.7M |
| 2024-06-30 → 2024-09-30 | Marshall Wace | TRIMMED | 1,900 | 1,500 | -$0.1M |
| 2024-06-30 → 2024-09-30 | Capital Research Global Investors | TRIMMED | 5,217,664 | 4,768,863 | -$113.8M |
| 2024-06-30 → 2024-09-30 | Harris Associates | ADDED | 1,886 | 1,938 | -$0.0M |
| 2024-06-30 → 2024-09-30 | Neuberger Berman | TRIMMED | 2,449,522 | 2,261,768 | -$50.1M |
| 2024-06-30 → 2024-09-30 | Ancora Advisors | TRIMMED | 322,828 | 262,519 | -$11.8M |
| 2024-06-30 → 2024-09-30 | VGI Partners (now Regal Partners) | TRIMMED | 27,407 | 8,111 | -$3.1M |
| 2024-06-30 → 2024-09-30 | Aristotle Capital Management | TRIMMED | 859,565 | 848,418 | -$9.5M |
| 2024-06-30 → 2024-09-30 | Gardner Russo & Quinn | TRIMMED | 4,651 | 4,449 | -$0.1M |
| 2024-06-30 → 2024-09-30 | Diamond Hill Capital Management | TRIMMED | 2,248,594 | 327,950 | -$303.4M |
| 2024-06-30 → 2024-09-30 | Clearbridge Investments | TRIMMED | 1,999,218 | 1,745,788 | -$55.6M |
| 2024-06-30 → 2024-09-30 | Geode Capital Management | TRIMMED | 35,962,356 | 35,876,354 | -$344.6M |
| 2024-06-30 → 2024-09-30 | Capital World Investors | TRIMMED | 15,593,499 | 12,638,848 | -$577.9M |
| 2024-06-30 → 2024-09-30 | Loomis Sayles | ADDED | 2,250 | 2,413 | $0.0M |
| 2024-06-30 → 2024-09-30 | Charles Schwab Investment Management | ADDED | 27,904,861 | 31,108,760 | $216.3M |
| 2024-06-30 → 2024-09-30 | Victory Capital Management | ADDED | 1,335,263 | 1,514,594 | $14.2M |
| 2024-06-30 → 2024-09-30 | Moore Capital Management | TRIMMED | 339,982 | 119,292 | -$35.6M |
| 2024-06-30 → 2024-09-30 | Verition Fund Management | TRIMMED | 278,757 | 113,219 | -$26.9M |
| 2024-06-30 → 2024-09-30 | Walleye Capital | TRIMMED | 602,560 | 432,281 | -$30.6M |
| 2024-06-30 → 2024-09-30 | Squarepoint Ops | ADDED | 1,197,234 | 1,249,177 | -$3.3M |
| 2024-06-30 → 2024-09-30 | Schonfeld Strategic Advisors | ADDED | 74,080 | 173,302 | $13.9M |
| 2024-06-30 → 2024-09-30 | Qube Research & Technologies | ADDED | 551,297 | 730,700 | $21.4M |
| 2024-06-30 → 2024-09-30 | Capstone Investment Advisors | TRIMMED | 411,791 | 411,503 | -$3.8M |
| 2024-06-30 → 2024-09-30 | Graham Capital Management | CLOSED | 9,259 | 0 | -$1.4M |
| 2024-06-30 → 2024-09-30 | Man Group | ADDED | 155,099 | 199,044 | $5.1M |
| 2024-06-30 → 2024-09-30 | Hudson Bay Capital Management | NEW | 0 | 370,000 | $54.5M |
| 2024-06-30 → 2024-09-30 | 1832 Asset Management | ADDED | 22,731 | 24,688 | $0.1M |
| 2024-03-31 → 2024-06-30 | Berkshire Hathaway | TRIMMED | 122,980,207 | 118,610,534 | -$845.8M |
| 2024-03-31 → 2024-06-30 | Renaissance Technologies | TRIMMED | 2,097,623 | 304,888 | $47.4M |
| 2024-03-31 → 2024-06-30 | Citadel Advisors | TRIMMED | 7,910,511 | 5,378,969 | -$406.4M |
| 2024-03-31 → 2024-06-30 | Bridgewater Associates | NEW | 0 | 153,447 | $24.0M |
| 2024-03-31 → 2024-06-30 | Point72 Asset Management | ADDED | 15,000 | 22,800 | $1.2M |
| 2024-03-31 → 2024-06-30 | D. E. Shaw & Co. | TRIMMED | 2,757,629 | 1,389,313 | -$217.7M |
| 2024-03-31 → 2024-06-30 | Two Sigma Investments | TRIMMED | 30,855 | 10,767 | -$3.2M |
| 2024-03-31 → 2024-06-30 | Millennium Management | TRIMMED | 4,964,142 | 3,829,949 | -$184.0M |
| 2024-03-31 → 2024-06-30 | Fisher Asset Management | ADDED | 17,859,776 | 18,810,144 | $125.1M |
| 2024-03-31 → 2024-06-30 | AQR Capital Management | ADDED | 607,253 | 858,155 | $38.6M |
| 2024-03-31 → 2024-06-30 | Norges Bank Investment Management | NEW | 0 | 20,337,869 | $3,181.2M |
| 2024-03-31 → 2024-06-30 | HBK Investments | TRIMMED | 496,500 | 196,500 | -$47.6M |
| 2024-03-31 → 2024-06-30 | Discovery Capital Management | NEW | 0 | 196,300 | $30.7M |
| 2024-03-31 → 2024-06-30 | Marshall Wace | TRIMMED | 4,300 | 1,900 | -$0.4M |
| 2024-03-31 → 2024-06-30 | Capital Research Global Investors | TRIMMED | 8,915,839 | 5,217,664 | -$590.2M |
| 2024-03-31 → 2024-06-30 | Harris Associates | ADDED | 1,782 | 1,886 | $0.0M |
| 2024-03-31 → 2024-06-30 | Neuberger Berman | TRIMMED | 2,494,903 | 2,449,522 | -$10.4M |
| 2024-03-31 → 2024-06-30 | Blackstone | ADDED | 9,529 | 10,579 | $0.2M |
| 2024-03-31 → 2024-06-30 | Ancora Advisors | ADDED | 315,723 | 322,828 | $0.7M |
| 2024-03-31 → 2024-06-30 | VGI Partners (now Regal Partners) | NEW | 0 | 27,407 | $4.3M |
| 2024-03-31 → 2024-06-30 | Arrowstreet Capital | CLOSED | 353,014 | 0 | -$0.1M |
| 2024-03-31 → 2024-06-30 | Aristotle Capital Management | TRIMMED | 943,465 | 859,565 | -$14.4M |
| 2024-03-31 → 2024-06-30 | Gardner Russo & Quinn | ADDED | 4,636 | 4,651 | -$0.0M |
| 2024-03-31 → 2024-06-30 | Diamond Hill Capital Management | TRIMMED | 2,493,413 | 2,248,594 | -$41.6M |
| 2024-03-31 → 2024-06-30 | Clearbridge Investments | TRIMMED | 2,025,487 | 1,999,218 | -$6.8M |
| 2024-03-31 → 2024-06-30 | Geode Capital Management | ADDED | 35,360,065 | 35,962,356 | $48.4M |
| 2024-03-31 → 2024-06-30 | Capital World Investors | TRIMMED | 16,009,766 | 15,593,499 | -$86.3M |
| 2024-03-31 → 2024-06-30 | Loomis Sayles | TRIMMED | 2,403 | 2,250 | -$0.0M |
| 2024-03-31 → 2024-06-30 | Charles Schwab Investment Management | ADDED | 27,701,868 | 27,904,861 | $32.0M |
| 2024-03-31 → 2024-06-30 | Victory Capital Management | ADDED | 1,327,847 | 1,335,263 | -$0.6M |
| 2024-03-31 → 2024-06-30 | Moore Capital Management | ADDED | 285,000 | 339,982 | $8.2M |
| 2024-03-31 → 2024-06-30 | Verition Fund Management | ADDED | 100,653 | 278,757 | $27.7M |
| 2024-03-31 → 2024-06-30 | Walleye Capital | ADDED | 550,795 | 602,560 | $7.4M |
| 2024-03-31 → 2024-06-30 | Squarepoint Ops | TRIMMED | 1,251,439 | 1,197,234 | -$10.1M |
| 2024-03-31 → 2024-06-30 | Schonfeld Strategic Advisors | TRIMMED | 77,526 | 74,080 | -$0.6M |
| 2024-03-31 → 2024-06-30 | Qube Research & Technologies | TRIMMED | 895,567 | 551,297 | -$55.0M |
| 2024-03-31 → 2024-06-30 | Capstone Investment Advisors | ADDED | 378,952 | 411,791 | $4.6M |
| 2024-03-31 → 2024-06-30 | Graham Capital Management | NEW | 0 | 9,259 | $1.4M |
| 2024-03-31 → 2024-06-30 | Man Group | ADDED | 113,794 | 155,099 | $6.3M |
| 2024-03-31 → 2024-06-30 | 1832 Asset Management | TRIMMED | 71,948 | 22,731 | -$7.8M |
| 2023-12-31 → 2024-03-31 | Berkshire Hathaway | TRIMMED | 126,093,326 | 122,980,207 | $590.8M |
| 2023-12-31 → 2024-03-31 | Renaissance Technologies | NEW | 0 | 2,097,623 | $0.3M |
| 2023-12-31 → 2024-03-31 | Citadel Advisors | TRIMMED | 9,662,787 | 7,910,511 | -$193.5M |
| 2023-12-31 → 2024-03-31 | Bridgewater Associates | CLOSED | 76,812 | 0 | -$11.5M |
| 2023-12-31 → 2024-03-31 | Duquesne Family Office | CLOSED | 384,595 | 0 | -$0.1M |
| 2023-12-31 → 2024-03-31 | Point72 Asset Management | TRIMMED | 957,137 | 15,000 | -$140.4M |
| 2023-12-31 → 2024-03-31 | D. E. Shaw & Co. | TRIMMED | 2,791,705 | 2,757,629 | $18.6M |
| 2023-12-31 → 2024-03-31 | Two Sigma Investments | NEW | 0 | 30,855 | $4.9M |
| 2023-12-31 → 2024-03-31 | Millennium Management | TRIMMED | 5,631,882 | 4,964,142 | -$57.0M |
| 2023-12-31 → 2024-03-31 | Fisher Asset Management | ADDED | 8,607,681 | 17,859,776 | $1,533.3M |
| 2023-12-31 → 2024-03-31 | AQR Capital Management | TRIMMED | 830,377 | 607,253 | -$28.2M |
| 2023-12-31 → 2024-03-31 | Norges Bank Investment Management | CLOSED | 19,455,668 | 0 | -$2,902.0M |
| 2023-12-31 → 2024-03-31 | HBK Investments | ADDED | 346,500 | 496,500 | $26.6M |
| 2023-12-31 → 2024-03-31 | Marshall Wace | TRIMMED | 89,900 | 4,300 | -$12.7M |
| 2023-12-31 → 2024-03-31 | Capital Research Global Investors | TRIMMED | 10,886,493 | 8,915,839 | -$217.4M |
| 2023-12-31 → 2024-03-31 | Harris Associates | TRIMMED | 5,616 | 1,782 | -$0.6M |
| 2023-12-31 → 2024-03-31 | Neuberger Berman | ADDED | 2,341,055 | 2,494,903 | $44.4M |
| 2023-12-31 → 2024-03-31 | Blackstone | ADDED | 8,329 | 9,529 | $0.3M |
| 2023-12-31 → 2024-03-31 | Ancora Advisors | ADDED | 305,378 | 315,723 | $4.3M |
| 2023-12-31 → 2024-03-31 | Arrowstreet Capital | NEW | 0 | 353,014 | $0.1M |
| 2023-12-31 → 2024-03-31 | Aristotle Capital Management | NEW | 0 | 943,465 | $148.8M |
| 2023-12-31 → 2024-03-31 | Gardner Russo & Quinn | TRIMMED | 4,738 | 4,636 | $0.0M |
| 2023-12-31 → 2024-03-31 | Diamond Hill Capital Management | ADDED | 2,433,490 | 2,493,413 | $30.3M |
| 2023-12-31 → 2024-03-31 | Clearbridge Investments | TRIMMED | 2,062,202 | 2,025,487 | $11.9M |
| 2023-12-31 → 2024-03-31 | Geode Capital Management | ADDED | 34,566,811 | 35,360,065 | $423.6M |
| 2023-12-31 → 2024-03-31 | Capital World Investors | ADDED | 15,513,887 | 16,009,766 | $211.3M |
| 2023-12-31 → 2024-03-31 | Loomis Sayles | ADDED | 2,277 | 2,403 | $0.0M |
| 2023-12-31 → 2024-03-31 | Charles Schwab Investment Management | ADDED | 26,235,473 | 27,701,868 | $446.0M |
| 2023-12-31 → 2024-03-31 | Victory Capital Management | ADDED | 972,772 | 1,327,847 | $64.4M |
| 2023-12-31 → 2024-03-31 | Chilton Investment Company | CLOSED | 4,662 | 0 | -$0.7M |
| 2023-12-31 → 2024-03-31 | Moore Capital Management | NEW | 0 | 285,000 | $45.0M |
| 2023-12-31 → 2024-03-31 | Verition Fund Management | ADDED | 84,493 | 100,653 | $3.3M |
| 2023-12-31 → 2024-03-31 | Walleye Capital | ADDED | 537,200 | 550,795 | $6.8M |
| 2023-12-31 → 2024-03-31 | Squarepoint Ops | ADDED | 1,041,475 | 1,251,439 | $42.1M |
| 2023-12-31 → 2024-03-31 | Schonfeld Strategic Advisors | ADDED | 1,620 | 77,526 | $12.0M |
| 2023-12-31 → 2024-03-31 | Qube Research & Technologies | ADDED | 501,917 | 895,567 | $66.4M |
| 2023-12-31 → 2024-03-31 | Capstone Investment Advisors | TRIMMED | 491,409 | 378,952 | -$13.5M |
| 2023-12-31 → 2024-03-31 | Graham Capital Management | CLOSED | 12,044 | 0 | -$1.8M |
| 2023-12-31 → 2024-03-31 | Man Group | TRIMMED | 128,354 | 113,794 | -$1.2M |
| 2023-12-31 → 2024-03-31 | 1832 Asset Management | ADDED | 56,565 | 71,948 | $2.9M |
| 2023-09-30 → 2023-12-31 | Berkshire Hathaway | ADDED | 110,248,289 | 126,093,326 | $218.0M |
| 2023-09-30 → 2023-12-31 | Citadel Advisors | ADDED | 8,764,424 | 9,662,787 | -$36.6M |
| 2023-09-30 → 2023-12-31 | Bridgewater Associates | ADDED | 7,298 | 76,812 | $10.2M |
| 2023-09-30 → 2023-12-31 | Point72 Asset Management | ADDED | 794,253 | 957,137 | $8.8M |
| 2023-09-30 → 2023-12-31 | D. E. Shaw & Co. | ADDED | 2,302,813 | 2,791,705 | $28.1M |
| 2023-09-30 → 2023-12-31 | Millennium Management | TRIMMED | 6,400,184 | 5,631,882 | -$239.1M |
| 2023-09-30 → 2023-12-31 | Fisher Asset Management | ADDED | 8,004,070 | 8,607,681 | -$65.7M |
| 2023-09-30 → 2023-12-31 | AQR Capital Management | TRIMMED | 1,017,996 | 830,377 | -$47.8M |
| 2023-09-30 → 2023-12-31 | Maverick Capital | CLOSED | 6,238 | 0 | -$1.1M |
| 2023-09-30 → 2023-12-31 | Adage Capital Partners | CLOSED | 1,108,757 | 0 | -$187.0M |
| 2023-09-30 → 2023-12-31 | Norges Bank Investment Management | NEW | 0 | 19,455,668 | $2,902.0M |
| 2023-09-30 → 2023-12-31 | HBK Investments | NEW | 0 | 346,500 | $51.7M |
| 2023-09-30 → 2023-12-31 | Marshall Wace | ADDED | 28,972 | 89,900 | $8.5M |
| 2023-09-30 → 2023-12-31 | Capital Research Global Investors | TRIMMED | 12,313,299 | 10,886,493 | -$452.4M |
| 2023-09-30 → 2023-12-31 | Neuberger Berman | TRIMMED | 4,576,523 | 2,341,055 | -$422.5M |
| 2023-09-30 → 2023-12-31 | Blackstone | TRIMMED | 13,529 | 8,329 | -$1.0M |
| 2023-09-30 → 2023-12-31 | Ancora Advisors | ADDED | 295,851 | 305,378 | -$4.3M |
| 2023-09-30 → 2023-12-31 | Arrowstreet Capital | CLOSED | 2,957,239 | 0 | -$0.5M |
| 2023-09-30 → 2023-12-31 | Gardner Russo & Quinn | ADDED | 4,734 | 4,738 | -$0.1M |
| 2023-09-30 → 2023-12-31 | Diamond Hill Capital Management | TRIMMED | 2,825,482 | 2,433,490 | -$113.5M |
| 2023-09-30 → 2023-12-31 | Clearbridge Investments | ADDED | 2,051,553 | 2,062,202 | -$38.3M |
| 2023-09-30 → 2023-12-31 | Geode Capital Management | ADDED | 33,805,294 | 34,566,811 | -$545.8M |
| 2023-09-30 → 2023-12-31 | Capital World Investors | ADDED | 10,813,598 | 15,513,887 | $490.6M |
| 2023-09-30 → 2023-12-31 | Loomis Sayles | TRIMMED | 2,381 | 2,277 | -$0.0M |
| 2023-09-30 → 2023-12-31 | Charles Schwab Investment Management | ADDED | 24,236,141 | 26,235,473 | -$173.0M |
| 2023-09-30 → 2023-12-31 | Victory Capital Management | TRIMMED | 1,165,879 | 972,772 | -$51.5M |
| 2023-09-30 → 2023-12-31 | Chilton Investment Company | TRIMMED | 8,629 | 4,662 | -$0.8M |
| 2023-09-30 → 2023-12-31 | Verition Fund Management | TRIMMED | 88,606 | 84,493 | -$2.3M |
| 2023-09-30 → 2023-12-31 | Walleye Capital | ADDED | 395,400 | 537,200 | $13.5M |
| 2023-09-30 → 2023-12-31 | Squarepoint Ops | ADDED | 393,251 | 1,041,475 | $89.0M |
| 2023-09-30 → 2023-12-31 | Schonfeld Strategic Advisors | TRIMMED | 15,034 | 1,620 | -$2.3M |
| 2023-09-30 → 2023-12-31 | Qube Research & Technologies | TRIMMED | 1,587,935 | 501,917 | -$192.9M |
| 2023-09-30 → 2023-12-31 | Capstone Investment Advisors | ADDED | 240,498 | 491,409 | $32.7M |
| 2023-09-30 → 2023-12-31 | Graham Capital Management | TRIMMED | 183,459 | 12,044 | -$29.1M |
| 2023-09-30 → 2023-12-31 | Man Group | TRIMMED | 398,768 | 128,354 | -$48.1M |
| 2023-09-30 → 2023-12-31 | 1832 Asset Management | TRIMMED | 140,041 | 56,565 | -$15.2M |