Security And Commodity Brokers, Dealers, Exchanges, And Services - 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 | 19,800 | -86.09 | 1,737,000 | -42.43 |
| 2180-Q4 | 1 | 142,360 | -100.00 | 3,017,000 | -100.00 |
| 2025-Q2 | 5,879 | 17,894,028,738 | 4.49 | 1,802,295,202,181,000 | 17.07 |
| 2025-Q1 | 5,844 | 17,125,270,905 | 7.95 | 1,539,563,387,930,000 | -0.88 |
| 2024-Q4 | 5,842 | 15,863,417,394 | 2.64 | 1,553,176,392,737,000 | 23.85 |
| 2024-Q3 | 5,299 | 15,455,403,544 | 1.67 | 1,254,115,932,532,000 | 10.74 |
| 2024-Q2 | 5,259 | 15,201,238,553 | 2.17 | 1,132,456,175,306,000 | 2.13 |
| 2024-Q1 | 5,248 | 14,878,738,904 | 2.87 | 1,108,788,914,619,000 | 7.91 |
| 2023-Q4 | 5,188 | 14,463,100,043 | 0.84 | 1,027,515,419,157,000 | 14.42 |
| 2023-Q3 | 4,890 | 14,342,625,276 | -1.47 | 898,057,253,386,000 | 5.23 |
| 2023-Q2 | 4,901 | 14,556,485,704 | -2.68 | 853,454,620,483,000 | 1.77 |
| 2023-Q1 | 4,906 | 14,957,646,742 | 0.69 | 838,635,225,320,000 | 5.51 |
| 2022-Q4 | 4,905 | 14,855,195,391 | -4.31 | 794,838,829,521,000 | 2,808.84 |
| 2022-Q3 | 4,661 | 15,523,917,094 | -0.85 | 27,324,976,230,000 | 9.72 |
| 2022-Q2 | 4,752 | 15,656,993,845 | 1.25 | 24,903,921,491,000 | -16.76 |
| 2022-Q1 | 4,852 | 15,462,999,036 | -1.21 | 29,919,606,497,000 | 99.65 |
| 2021-Q4 | 4,846 | 15,651,834,947 | 3.68 | 14,986,230,351,000 | -3.96 |
| 2021-Q3 | 4,307 | 15,096,814,537 | 2.40 | 15,604,129,552,000 | -27.79 |
| 2021-Q2 | 4,314 | 14,742,475,857 | -1.16 | 21,610,142,230,000 | 62.43 |
| 2021-Q1 | 4,290 | 14,915,713,532 | -0.76 | 13,304,094,705,000 | 8.42 |
| 2020-Q4 | 4,247 | 15,029,227,208 | 4.58 | 12,271,014,415,000 | 47.93 |
| 2020-Q3 | 3,812 | 14,371,292,453 | 2.60 | 8,295,245,867,000 | 7.78 |
| 2020-Q2 | 3,783 | 14,007,309,743 | 3.91 | 7,696,481,607,000 | 19.04 |
| 2020-Q1 | 3,721 | 13,480,079,710 | 1.67 | 6,465,491,420,000 | -23.01 |
| 2019-Q4 | 3,837 | 13,258,132,127 | 3.31 | 8,397,679,136,000 | 12.65 |
| 2019-Q3 | 3,484 | 12,833,396,977 | -0.84 | 7,454,423,874,000 | 0.74 |
| 2019-Q2 | 3,510 | 12,942,141,313 | -2.15 | 7,399,665,837,000 | 17.90 |
| 2019-Q1 | 3,519 | 13,226,884,652 | 0.17 | 6,276,454,763,000 | 6.91 |
| 2018-Q4 | 3,507 | 13,203,936,459 | 1.94 | 5,870,913,315,000 | -15.41 |
| 2018-Q3 | 3,294 | 12,952,515,296 | 0.62 | 6,940,791,358,000 | -1.61 |
| 2018-Q2 | 3,297 | 12,872,298,358 | -1.99 | 7,054,264,775,000 | -9.15 |
| 2018-Q1 | 3,342 | 13,133,252,966 | 2.03 | 7,764,820,800,000 | 15.63 |
| 2017-Q4 | 3,339 | 12,871,895,351 | -0.54 | 6,715,430,279,000 | 4.51 |
| 2017-Q3 | 3,038 | 12,941,387,453 | 0.24 | 6,425,872,089,000 | 9.38 |
| 2017-Q2 | 3,046 | 12,910,836,387 | -2.14 | 5,874,908,144,000 | 7.89 |
| 2017-Q1 | 3,044 | 13,192,863,213 | 4.72 | 5,445,410,370,000 | 90.88 |
| 2016-Q4 | 3,015 | 12,598,364,312 | 1.44 | 2,852,784,824,000 | -15.46 |
| 2016-Q3 | 2,885 | 12,420,000,155 | -0.04 | 3,374,305,449,000 | -0.12 |
| 2016-Q2 | 2,904 | 12,425,360,959 | 3.46 | 3,378,362,899,000 | -6.23 |
| 2016-Q1 | 2,875 | 12,009,408,104 | 2.79 | 3,602,648,793,000 | 0.93 |
| 2015-Q4 | 2,886 | 11,683,472,016 | -1.88 | 3,569,421,139,000 | 37.57 |
| 2015-Q3 | 2,781 | 11,907,290,776 | 1.46 | 2,594,637,295,000 | -74.82 |
| 2015-Q2 | 2,842 | 11,735,813,119 | 0.98 | 10,303,573,739,000 | -2.52 |
| 2015-Q1 | 2,806 | 11,622,029,843 | 0.00 | 10,570,281,110,000 | 0.00 |
