Holding And Other Investment Offices - 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 |
|---|---|---|---|---|---|
| 2180-Q4 | 1 | 240,468 | -100.00 | 5,099,000 | -100.00 |
| 2025-Q2 | 4,565 | 29,580,355,596 | 2.91 | 1,295,940,540,643,000 | 1.93 |
| 2025-Q1 | 4,619 | 28,742,945,354 | -2.27 | 1,271,382,468,692,000 | 0.62 |
| 2024-Q4 | 4,684 | 29,412,027,134 | 5.16 | 1,263,600,700,917,000 | -2.86 |
| 2024-Q3 | 4,467 | 27,969,432,881 | -1.89 | 1,300,861,333,555,000 | 12.87 |
| 2024-Q2 | 4,420 | 28,508,904,454 | -2.23 | 1,152,536,244,740,000 | -1.73 |
| 2024-Q1 | 4,454 | 29,159,332,258 | -1.25 | 1,172,805,693,369,000 | -0.92 |
| 2023-Q4 | 4,489 | 29,529,786,804 | -2.28 | 1,183,700,248,224,000 | 15.86 |
| 2023-Q3 | 4,189 | 30,219,911,769 | -3.15 | 1,021,664,664,407,000 | -8.04 |
| 2023-Q2 | 4,259 | 31,203,355,621 | -6.37 | 1,110,975,542,547,000 | 1.45 |
| 2023-Q1 | 4,266 | 33,327,595,376 | -14.51 | 1,095,059,495,054,000 | 3.73 |
| 2022-Q4 | 4,346 | 38,986,466,589 | -7.03 | 1,055,668,722,092,000 | 1,923.42 |
| 2022-Q3 | 4,277 | 41,932,495,783 | -1.95 | 52,172,390,044,000 | -1.46 |
| 2022-Q2 | 4,389 | 42,765,367,360 | 1.16 | 52,945,675,726,000 | -13.08 |
| 2022-Q1 | 4,439 | 42,275,162,446 | 3.66 | 60,916,213,509,000 | 119.20 |
| 2021-Q4 | 4,487 | 40,781,442,439 | 10.88 | 27,790,516,481,000 | 28.24 |
| 2021-Q3 | 4,037 | 36,780,752,009 | 1.66 | 21,670,518,282,000 | -1.90 |
| 2021-Q2 | 4,047 | 36,180,182,870 | 6.35 | 22,090,516,153,000 | 16.09 |
| 2021-Q1 | 4,016 | 34,020,519,607 | 21.09 | 19,029,442,162,000 | 23.07 |
| 2020-Q4 | 3,882 | 28,094,170,491 | 3.73 | 15,462,907,577,000 | 20.70 |
| 2020-Q3 | 3,469 | 27,083,386,445 | 2.71 | 12,811,172,795,000 | 14.03 |
| 2020-Q2 | 3,429 | 26,368,632,081 | -0.26 | 11,234,991,648,000 | 8.08 |
| 2020-Q1 | 3,373 | 26,436,245,291 | -1.11 | 10,395,031,780,000 | -22.66 |
| 2019-Q4 | 3,410 | 26,732,287,136 | 3.71 | 13,440,063,514,000 | 6.26 |
| 2019-Q3 | 3,128 | 25,776,920,130 | 0.09 | 12,647,892,402,000 | 16.02 |
| 2019-Q2 | 3,110 | 25,753,953,728 | 0.49 | 10,901,338,713,000 | 1.41 |
| 2019-Q1 | 3,112 | 25,629,454,811 | 2.41 | 10,749,435,222,000 | 24.57 |
| 2018-Q4 | 3,099 | 25,026,318,184 | -0.12 | 8,629,396,300,000 | -7.92 |
| 2018-Q3 | 2,967 | 25,055,949,281 | 1.73 | 9,371,973,476,000 | 6.35 |
| 2018-Q2 | 2,981 | 24,630,482,606 | 0.36 | 8,812,083,706,000 | 1.54 |
| 2018-Q1 | 2,961 | 24,542,340,586 | 1.82 | 8,678,214,716,000 | 3.88 |
| 2017-Q4 | 2,951 | 24,104,182,910 | 0.75 | 8,353,901,275,000 | 1.35 |
| 2017-Q3 | 2,735 | 23,924,451,232 | 0.52 | 8,242,956,933,000 | -0.12 |
| 2017-Q2 | 2,745 | 23,800,616,777 | 2.01 | 8,252,456,449,000 | 0.80 |
| 2017-Q1 | 2,721 | 23,331,794,102 | -3.52 | 8,186,961,717,000 | 158.05 |
| 2016-Q4 | 2,703 | 24,182,261,731 | -0.41 | 3,172,579,234,000 | -24.67 |
| 2016-Q3 | 2,600 | 24,282,903,549 | 0.06 | 4,211,793,660,000 | -6.48 |
| 2016-Q2 | 2,634 | 24,268,061,885 | 2.13 | 4,503,600,897,000 | 0.34 |
| 2016-Q1 | 2,630 | 23,762,867,224 | -0.78 | 4,488,179,065,000 | -8.01 |
| 2015-Q4 | 2,625 | 23,949,772,933 | -0.57 | 4,879,230,180,000 | 41.23 |
| 2015-Q3 | 2,554 | 24,086,680,275 | 0.72 | 3,454,875,636,000 | -47.40 |
| 2015-Q2 | 2,579 | 23,914,223,973 | -3.76 | 6,568,647,981,000 | -6.40 |
| 2015-Q1 | 2,596 | 24,847,702,628 | 0.00 | 7,017,414,093,000 | 0.00 |
