Depository Institutions - Investment Trends

This page shows the overall investment trends by institutions in companies categorized in this industry.

To create this report, we combined institutional holdings listed in 13F's with SIC codes self-reported by companies in their 10-Q's.

Period Owners Total Shares Percent Change
in Shares
Fair Market Value (USD) Percent Change
in Value
2188-Q2 1 73,460 150.37 2,112,000 31.02
2180-Q4 1 29,340 -100.00 1,612,000 -100.00
2025-Q2 6,271 51,760,168,982 2.28 2,816,500,403,191,000 14.40
2025-Q1 6,262 50,606,680,583 0.29 2,461,881,246,089,000 -8.90
2024-Q4 6,325 50,460,704,402 3.67 2,702,527,216,712,000 8.40
2024-Q3 5,752 48,674,841,589 -0.73 2,493,027,497,655,000 6.64
2024-Q2 5,730 49,031,995,702 0.67 2,337,752,782,315,000 5.73
2024-Q1 5,743 48,706,556,163 0.43 2,210,992,509,990,000 7.46
2023-Q4 5,719 48,499,674,973 2.27 2,057,436,767,706,000 15.91
2023-Q3 5,330 47,420,981,661 0.47 1,775,056,906,248,000 2.65
2023-Q2 5,339 47,199,778,119 -0.53 1,729,184,094,208,000 2.91
2023-Q1 5,347 47,452,595,178 0.35 1,680,256,395,668,000 -7.13
2022-Q4 5,377 47,285,485,599 2.50 1,809,282,354,146,000 2,630.26
2022-Q3 5,092 46,131,916,868 0.89 66,267,822,805,000 6.49
2022-Q2 5,124 45,726,303,478 -0.16 62,226,611,757,000 -16.35
2022-Q1 5,175 45,797,365,799 -0.81 74,385,777,090,000 114.10
2021-Q4 5,178 46,170,053,547 1.35 34,743,623,441,000 7.29
2021-Q3 4,600 45,556,457,541 -0.23 32,383,342,244,000 4.43
2021-Q2 4,613 45,662,684,585 1.02 31,008,958,657,000 7.18
2021-Q1 4,598 45,200,043,297 1.15 28,931,779,492,000 34.65
2020-Q4 4,569 44,687,647,050 2.93 21,486,095,393,000 26.64
2020-Q3 4,128 43,416,631,510 0.16 16,966,301,300,000 9.43
2020-Q2 4,160 43,345,794,893 -0.91 15,504,037,496,000 5.60
2020-Q1 4,139 43,744,767,901 -1.92 14,682,455,335,000 -36.67
2019-Q4 4,224 44,603,306,220 1.48 23,183,792,988,000 15.00
2019-Q3 3,875 43,953,805,546 -2.07 20,159,801,849,000 9.93
2019-Q2 3,902 44,882,881,982 0.32 18,338,040,423,000 3.95
2019-Q1 3,926 44,741,535,944 -2.13 17,641,864,986,000 6.16
2018-Q4 3,920 45,715,039,829 -0.16 16,617,753,950,000 -27.74
2018-Q3 3,660 45,789,555,910 0.64 22,996,005,542,000 16.14
2018-Q2 3,666 45,499,569,637 -0.25 19,799,395,000,000 -5.73
2018-Q1 3,674 45,613,012,225 -0.32 21,003,009,043,000 -7.84
2017-Q4 3,704 45,757,575,374 -0.87 22,788,843,608,000 30.70
2017-Q3 3,377 46,160,137,523 -3.64 17,435,521,093,000 4.96
2017-Q2 3,383 47,906,029,097 0.18 16,611,516,882,000 0.38
2017-Q1 3,401 47,818,734,857 0.56 16,548,886,685,000 104.04
2016-Q4 3,397 47,552,997,253 3.91 8,110,732,504,000 9.84
2016-Q3 3,209 45,762,712,180 0.12 7,384,129,457,000 2.43
2016-Q2 3,209 45,706,497,533 3.16 7,208,886,814,000 -16.00
2016-Q1 3,213 44,306,348,284 -1.08 8,582,233,165,000 -26.29
2015-Q4 3,269 44,788,798,480 -0.92 11,642,556,322,000 44.30
2015-Q3 3,160 45,203,058,869 1.33 8,068,379,961,000 -70.36
2015-Q2 3,173 44,608,097,822 1.33 27,225,675,439,000 3.39
2015-Q1 3,172 44,022,089,455 0.00 26,333,081,979,000 0.00