Non-depository Credit 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
2180-Q4 1 57,424 -100.00 3,874,000 -100.00
2025-Q2 4,209 10,842,043,680 8.45 572,489,671,992,000 28.45
2025-Q1 4,079 9,997,034,213 -1.05 445,682,192,705,000 -12.04
2024-Q4 4,126 10,102,739,296 11.38 506,703,157,890,000 30.12
2024-Q3 3,696 9,070,790,104 3.23 389,404,183,181,000 9.62
2024-Q2 3,607 8,786,881,656 5.56 355,220,388,984,000 -2.13
2024-Q1 3,605 8,323,719,854 0.81 362,963,519,642,000 27.90
2023-Q4 3,455 8,256,684,682 2.00 283,784,197,035,000 36.86
2023-Q3 3,150 8,094,599,478 -1.61 207,348,393,537,000 -10.24
2023-Q2 3,211 8,227,106,749 1.13 230,998,130,147,000 15.65
2023-Q1 3,186 8,134,862,839 -4.55 199,732,757,754,000 14.37
2022-Q4 3,191 8,522,894,423 7.02 174,630,380,200,000 3,122.07
2022-Q3 3,114 7,964,118,889 -2.62 5,419,816,242,000 10.30
2022-Q2 3,165 8,178,204,760 2.03 4,913,764,609,000 -24.96
2022-Q1 3,384 8,015,423,918 -3.33 6,548,374,980,000 42.23
2021-Q4 3,432 8,291,178,157 43.29 4,604,176,816,000 10.98
2021-Q3 3,102 5,786,355,024 6.04 4,148,734,855,000 11.23
2021-Q2 3,043 5,456,862,343 15.11 3,729,844,699,000 28.15
2021-Q1 2,847 4,740,637,040 12.09 2,910,639,476,000 52.50
2020-Q4 2,685 4,229,232,635 14.35 1,908,656,617,000 38.97
2020-Q3 2,370 3,698,412,536 1.27 1,373,426,810,000 17.11
2020-Q2 2,352 3,651,868,659 0.11 1,172,808,940,000 -6.68
2020-Q1 2,248 3,647,686,680 -0.42 1,256,738,445,000 -35.70
2019-Q4 2,426 3,662,985,789 0.62 1,954,368,288,000 -1.47
2019-Q3 2,277 3,640,407,564 -5.39 1,983,441,194,000 3.49
2019-Q2 2,305 3,847,887,367 -2.02 1,916,615,290,000 6.47
2019-Q1 2,298 3,927,394,032 -0.80 1,800,106,782,000 17.35
2018-Q4 2,278 3,958,988,997 -15.80 1,533,935,039,000 -16.21
2018-Q3 2,239 4,701,792,096 15.17 1,830,639,218,000 16.03
2018-Q2 2,212 4,082,324,674 1.66 1,577,727,035,000 4.10
2018-Q1 2,206 4,015,614,418 -3.80 1,515,644,456,000 -11.29
2017-Q4 2,229 4,174,319,591 3.43 1,708,504,626,000 29.12
2017-Q3 2,030 4,035,844,364 -1.72 1,323,160,156,000 11.61
2017-Q2 2,020 4,106,389,978 -0.47 1,185,508,744,000 -12.60
2017-Q1 2,041 4,125,678,594 -1.31 1,356,471,839,000 101.62
2016-Q4 2,031 4,180,614,114 6.08 672,776,742,000 -14.58
2016-Q3 1,924 3,941,157,810 -2.46 787,580,629,000 34.09
2016-Q2 1,958 4,040,399,657 -1.30 587,335,002,000 -36.29
2016-Q1 1,990 4,093,490,274 -3.26 921,855,796,000 -16.36
2015-Q4 2,083 4,231,314,904 -1.45 1,102,159,550,000 44.51
2015-Q3 2,021 4,293,546,757 3.40 762,693,005,000 -75.59
2015-Q2 2,040 4,152,486,324 -0.92 3,124,424,148,000 19.44
2015-Q1 2,021 4,191,079,756 0.00 2,615,857,065,000 0.00