13F institutional ownership facts

Institutions tracked

50

Reported value

$6,341,751,257.00

Reported shares

67,479,862

Latest filing period

Q1 2026

Top institutional holders

  1. Dodge & Cox · $7,048,770,797 · 3.87%
  2. Bill Nygren - Oakmark Select Fund · $2,049,936,464 · 2.73%
  3. Artisan Partners · $1,640,049,491 · 2.63%
  4. Mike Hankin - Brown Advisory INC · $859,172,794 · 1.41%
  5. Franklin Resources · $2,990,971,944 · 0.73%
  6. Andreas Halvorsen - Viking Global Investors · $1,378,212,377 · 3.86%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$SCHW

Institutional Holdings

50

Top Institutions

Top Institutions

1

Dodge & Cox

75,002,881 shares

3.87%

% of Portfolio

2

Bill Nygren - Oakmark Select Fund

21,812,476 shares

2.73%

% of Portfolio

3

Artisan Partners

17,451,048 shares

2.63%

% of Portfolio

4

Mike Hankin - Brown Advisory INC

9,142,065 shares

1.41%

% of Portfolio

5

Franklin Resources

31,825,622 shares

0.73%

% of Portfolio

6

Andreas Halvorsen - Viking Global Investors

14,664,954 shares

3.86%

% of Portfolio

7

T. Rowe Price

48,637,229 shares

0.53%

% of Portfolio

8

Lazard Asset Management

2,863,815 shares

0.44%

% of Portfolio

9

Ensign Peak Advisors

2,406,428 shares

0.42%

% of Portfolio

10

AllianceBernstein (AB)

12,529,509 shares

0.41%

% of Portfolio

11

Two Sigma Investments

5,360,299 shares

0.41%

% of Portfolio

12

Voya Investment Mgmt

2,914,756 shares

0.29%

% of Portfolio

13

Adage Capital Partners

1,666,339 shares

0.24%

% of Portfolio

14

Invesco

16,956,980 shares

0.24%

% of Portfolio

15

New York State Teachers Retirement System

1,255,230 shares

0.24%

% of Portfolio

16

State Street Corp

72,763,682 shares

0.24%

% of Portfolio

17

Geode Capital Management

38,692,266 shares

0.23%

% of Portfolio

18

Larry Fink - BlackRock

133,156,556 shares

0.22%

% of Portfolio

19

Legal & General

10,072,164 shares

0.22%

% of Portfolio

20

Neuberger Berman

2,737,546 shares

0.20%

% of Portfolio

21

Northern Trust Corp

16,360,776 shares

0.20%

% of Portfolio

22

Ken Fisher - Fisher Asset Management

22,218,091 shares

0.71%

% of Portfolio

23

Mitsubishi Ufj Asset Management Co., Ltd.

3,805,944 shares

0.24%

% of Portfolio

24

Canada Pension Plan Investment Board

3,619,439 shares

0.22%

% of Portfolio

25

CalPERS

3,026,417 shares

0.18%

% of Portfolio

26

BNP Paribas

3,349,544 shares

0.15%

% of Portfolio

27

David E. Shaw - D.E. Shaw & Co.

2,615,813 shares

0.15%

% of Portfolio

28

Nuveen

6,008,689 shares

0.15%

% of Portfolio

29

Charles Schwab

9,590,282 shares

0.14%

% of Portfolio

30

Jan van Eck - VanEck

1,856,245 shares

0.13%

% of Portfolio

31

David Solomon - Goldman Sachs

11,374,711 shares

0.12%

% of Portfolio

32

Morgan Stanley

22,033,942 shares

0.12%

% of Portfolio

33

SG Americas Securities

1,508,397 shares

0.12%

% of Portfolio

34

Dmitry Balyasny - Balyasny Asset Management

813,449 shares

0.10%

% of Portfolio

35

Janus Henderson Group

2,074,704 shares

0.10%

% of Portfolio

36

Cliff Asness - AQR Capital Management

2,004,744 shares

0.09%

% of Portfolio

37

UBS Group

5,779,000 shares

0.08%

% of Portfolio

38

Robeco Institutional Asset Management

964,459 shares

0.13%

% of Portfolio

39

Capital International Investors

3,478,107 shares

0.08%

% of Portfolio

40

Fidelity International (FIL)

738,461 shares

0.05%

% of Portfolio

41

Ken Griffin - Citadel Advisors

2,547,748 shares

0.04%

% of Portfolio

42

Israel Englander - Millennium Management

651,507 shares

0.03%

% of Portfolio

43

Steve Cohen - Point72 Asset Management

240,702 shares

0.03%

% of Portfolio

44

Jane Street Group

1,465,243 shares

0.02%

% of Portfolio

45

PNC Financial Services

401,548 shares

0.02%

% of Portfolio

46

Wellington Management

433,625 shares

0.01%

% of Portfolio

47

Donald Yacktman - Yacktman Asset Management

3,904,856 shares

4.89%

% of Portfolio

48

Lord, Abbett & Co. LLC

3,309,211 shares

1.02%

% of Portfolio

49

Farallon Capital

3,955,657 shares

2.12%

% of Portfolio

50

Ron Baron - Baron Capital

7,464,316 shares

2.12%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

44%

LARGE

38%

MEDIUM

32%

SMALL

-14%

Geographic Distribution

North America
74%
Europe
28%
Asia Pacific
17%
Other
9%

Institutional Activity

Buyers

59

Sellers

33

Holders

77

New

19

Exited

12

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Insider TradingPRO

Trading Statistics

Insider Buyers

22

Insider Sellers

33

Purchase Value

$22.8M

Role Distribution

CEO
29%
CFO
21%
Director
39%
VP
16%
Other
5%
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RatingPRO

84

A-

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
79
Recent Activity
88
Concentration
57
Momentum
91
Stability
67

Recent Actions

New

14

Increased

33

Decreased

20

Exited

4

Total

55

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