13F institutional ownership facts

Institutions tracked

50

Reported value

$53,382.00

Reported shares

270

Latest filing period

Q1 2026

Top institutional holders

  1. Capital International Investors · $7,079,719,683 · 1.66%
  2. Wellington Management · $3,351,199,526 · 0.63%
  3. T. Rowe Price · $3,403,742,000 · 0.39%
  4. Legal & General · $1,431,261,648 · 0.33%
  5. Nuveen · $1,075,941,637 · 0.29%
  6. State Street Corp · $8,216,981,221 · 0.28%

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.

$WELL

Institutional Holdings

50

Top Institutions

Top Institutions

1

Capital International Investors

35,817,366 shares

1.66%

% of Portfolio

2

Wellington Management

16,950,076 shares

0.63%

% of Portfolio

3

T. Rowe Price

17,215,818 shares

0.39%

% of Portfolio

4

Legal & General

7,239,197 shares

0.33%

% of Portfolio

5

Nuveen

5,442,019 shares

0.29%

% of Portfolio

6

State Street Corp

41,560,777 shares

0.28%

% of Portfolio

7

Voya Investment Mgmt

1,348,208 shares

0.28%

% of Portfolio

8

Charles Schwab

8,829,439 shares

0.27%

% of Portfolio

9

Larry Fink - BlackRock

74,003,756 shares

0.26%

% of Portfolio

10

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

2,079,154 shares

0.25%

% of Portfolio

11

Northern Trust Corp

8,999,817 shares

0.24%

% of Portfolio

12

SG Americas Securities

1,122,894 shares

0.24%

% of Portfolio

13

Geode Capital Management

17,767,889 shares

0.22%

% of Portfolio

14

New York State Teachers Retirement System

523,486 shares

0.21%

% of Portfolio

15

Invesco

6,634,404 shares

0.20%

% of Portfolio

16

WCM Investment Management

3,256,983 shares

1.45%

% of Portfolio

17

Capital World Investors

12,722,329 shares

0.34%

% of Portfolio

18

Mitsubishi Ufj Asset Management Co., Ltd.

2,137,546 shares

0.28%

% of Portfolio

19

Canada Pension Plan Investment Board

2,027,043 shares

0.26%

% of Portfolio

20

Adage Capital Partners

625,106 shares

0.19%

% of Portfolio

21

CalPERS

1,420,440 shares

0.17%

% of Portfolio

22

David Solomon - Goldman Sachs

6,734,131 shares

0.15%

% of Portfolio

23

AllianceBernstein (AB)

2,035,089 shares

0.12%

% of Portfolio

24

Dmitry Balyasny - Balyasny Asset Management

475,776 shares

0.12%

% of Portfolio

25

BNP Paribas

1,164,261 shares

0.11%

% of Portfolio

26

Ensign Peak Advisors

308,894 shares

0.11%

% of Portfolio

27

Morgan Stanley

9,046,607 shares

0.11%

% of Portfolio

28

Fidelity International (FIL)

677,782 shares

0.10%

% of Portfolio

29

Neuberger Berman

650,212 shares

0.10%

% of Portfolio

30

Janus Henderson Group

898,586 shares

0.09%

% of Portfolio

31

UBS Group

2,464,410 shares

0.07%

% of Portfolio

32

Ken Griffin - Citadel Advisors

1,647,617 shares

0.05%

% of Portfolio

33

Robeco Institutional Asset Management

293,393 shares

0.08%

% of Portfolio

34

Jan van Eck - VanEck

471,607 shares

0.07%

% of Portfolio

35

Cliff Asness - AQR Capital Management

430,296 shares

0.04%

% of Portfolio

36

Israel Englander - Millennium Management

413,769 shares

0.03%

% of Portfolio

37

Two Sigma Investments

174,951 shares

0.03%

% of Portfolio

38

Franklin Resources

480,374 shares

0.02%

% of Portfolio

39

PNC Financial Services

227,950 shares

0.03%

% of Portfolio

40

Mike Hankin - Brown Advisory INC

22,679 shares

0.01%

% of Portfolio

41

Jane Street Group

2,331 shares

NaN%

% of Portfolio

42

Lazard Asset Management

1,220 shares

NaN%

% of Portfolio

43

Ken Fisher - Fisher Asset Management

1,400 shares

NaN%

% of Portfolio

44

Macquarie Group LTD

677,099 shares

0.80%

% of Portfolio

45

Ron Baron - Baron Capital

1,344,941 shares

0.80%

% of Portfolio

46

Natixis

318,076 shares

0.22%

% of Portfolio

47

Farallon Capital

200,000 shares

0.23%

% of Portfolio

48

New York Life Invest

103,929 shares

0.17%

% of Portfolio

49

Joel Greenblatt - Gotham Asset Management

222,391 shares

0.13%

% of Portfolio

50

PSP Investments

198,471 shares

0.12%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

43%

LARGE

36%

MEDIUM

29%

SMALL

-8%

Geographic Distribution

North America
73%
Europe
26%
Asia Pacific
14%
Other
5%

Institutional Activity

Buyers

58

Sellers

31

Holders

74

New

15

Exited

7

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Insider TradingPRO

Trading Statistics

Insider Buyers

21

Insider Sellers

31

Purchase Value

$22.5M

Role Distribution

CEO
28%
CFO
19%
Director
36%
VP
12%
Other
5%
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RatingPRO

83

A-

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
78
Recent Activity
86
Concentration
89
Momentum
87
Stability
62

Recent Actions

New

13

Increased

31

Decreased

17

Exited

6

Total

50

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