Top Investor Superstars: US institutional investor portfolios

Visit FAQs

Stock ownership of top institutional investors like PrimeCap management, Oakmark, Wasatch and more. Find out which companies the biggest individual investors are investing in, and their best stocks.

Note : This data is based on shareholding data filed with the Exchanges.

"Balanced Fund": Use this format with quotation marks to find the exact phrase. The output matches "Balanced Fund" but not "Balanced Growth Fund" Balanced Fund: Use this format without quotation marks to search for all funds related to the term "Balanced Fund" The results may include "Balanced Income Fund", "Balanced Growth Fund" and any fund name containing "Balanced Fund".

INSTITUTIONAL INVESTORS WITH HIGHEST MONTHLY NET WORTH CHANGE(%)

INSTITUTIONAL INVESTORS: STOCKS WITH HIGHEST MONTHLY CHANGE(%)

INSTITUTIONAL INVESTORS: PREFERRED SECTORS

Superstar	Portfolio Value * (change)	#Of Stocks	Sector Preference	Quarterly Net Worth	Top Holdings	Recently bought	Recently sold
PRIMECAP Management	148,055.43 M -0.33%	337	Pharma & Biotech (22.85%) Hardware Technology & Equipment (18.87%) Software & Services (18.83%)		Eli Lilly (11,293.22 M ) Micron Tech (7,102.18 M ) Alphabet (Class A) (4,982.6 M )	MarketAxess Holding… 2.39568% Idex Corp 1.65282% Nektar Therapeutics 0.85633%	Wolfspeed Inc -23.33659% Leslies Inc -13.40799% New Fortress Energy… -3.41818%
Yacktman Asset Management	7,582.77 M -0.57%	70	Software & Services (17.86%) Oil & Gas (15.86%) Banking & Finance (14.42%)		Canadian Natural Re… (701.48 M ) Microsoft (503.73 M ) Charles Schwab (386.2 M )	Americas Car Mart I… 1.47693% A-Mark Precious Met… 0.03652% Clorox 0.01123%	Reading Internation… -0.48422% Embecta Corp -0.31242% Armstrong World Ind… -0.23662%
Causeway International Value	6,128.89 M -3.18%	89	Software & Services (16.57%) Transportation (16.21%) Hotels Restaurants & Tourism (13.88%)		Canadian Pacific Ra… (972.29 M ) Carnival (824.61 M ) Goldcom Inc (467.37 M )	Graphic Packaging H… 0.63061% Everest Group 0.41852% PagSeguro Digital L… 0.41259%	Canadian Pacific Ra… -0.12851% Goldcom Inc -0.11394% Korea Electric Powe… -0.09406%
ValueAct Capital	5,960.42 M 2.37%	16	Software & Services (61.85%) Media (16.36%) Commercial Services & Supplies (8.95%)		MongoDB Inc (Class … (851.5 M ) Amazon (820.59 M ) Salesforce (680.31 M )	MongoDB Inc (Class … 1.76029% Toast Inc (Class A) 0.57776% Rocket Companies In… 0.36472%	Insight Enterprises… -1.90448% Liberty Media Corp … -0.51794% Simpson Manufacturi… -0.48012%
Tweedy Browne International Value	1,239.38 M -0.86%	97	Banking & Finance (28.63%) Pharma & Biotech (26.06%) Automobiles & Auto Parts Manufacturers (15.6%)		Ionis Pharma Inc (235.9 M ) CNH Industrial NV (130.85 M ) Berkshire Hathaway … (109.45 M )	G-III Apparel Grp L… 0.07673% Consensus Cloud Sol… 0.0627% Beazer Homes USA Inc 0.04732%	FMC Corp -0.01138% Sealed Air Corp -0.00799% U-Haul Holding Co -… -0.00572%
Donald Smith & Co	5,071.0 M -0.71%	55	Banking & Finance (38.38%) Metals & Mining (23.71%) Automobiles & Auto Parts Manufacturers (7.95%)		Aercap Holdings N.V. (423.97 M ) Iamgold Corp (369.31 M ) Eldorado Gold Corp (242.19 M )	RLJ Lodging Trust 2.15409% Centerra Gold Inc 1.77024% Ryerson Holding Corp 1.55957%	Tutor Perini Corp -1.94606% Eldorado Gold Corp -1.29583% Motorcar Parts of A… -0.86725%
EDGEPOINT CANADIAN PORTFOLIO	15,745.49 M -1.51%	44	Retailing (17.83%) Metals & Mining (13.04%) Healthcare & Medical Equipment Suppliers (11.28%)		Applied Materials (1,278.33 M ) Dollar Tree (1,213.95 M ) Dayforce (1,184.08 M )	Cedar Fair L.P. 3.06935% Twist Bioscience Co… 2.74095% Revvity 1.57408%	Gentex Corp -2.45493% Lincoln Electric Ho… -2.05661% Norfolk Southern -1.84862%
Oakmark Intl Small Cap	64,562.04 M -0.2%	167	Banking & Finance (28.59%) Software & Services (11.16%) Diversified Consumer Services (9.99%)		Alphabet (Class A) (3,602.52 M ) IQVIA (2,569.31 M ) Warner Bros. (Class… (2,353.91 M )	Molina Healthcare 2.21952% Targa Resources 1.81447% Reinsurance Grp Of … 1.46413%	Centene -2.29713% Magna Intl Inc -1.82474% KAR Auction Service… -1.79416%
Value Partners Group	1,341.53 M -0.42%	99	Banking & Finance (31.75%) Software & Services (30.12%) Transportation (10.98%)		Alphabet (Class A) (96.02 M ) Rogers Comm Inc (Cl… (87.77 M ) Bank Of Nova Scotia (78.94 M )	Salesforce 0.01986% Fomento Economico M… 0.01198% Canadian National R… 0.00905%	Open Text Corp -0.12409% Rogers Comm Inc (Cl… -0.0064% Alphabet (Class A) -0.00155%
Private Capital	971.3 M -1.06%	130	Banking & Finance (27.41%) Software & Services (14.61%) Pharma & Biotech (13.16%)		Harrow Health Inc (74.54 M ) QuinStreet Inc (57.37 M ) Ligand Pharma Inc (… (44.32 M )	Perion Network Ltd 2.03851% Matthews Intl Corp … 1.09863% PowerFleet Inc 0.46084%	First Northwest Ban… -1.04217% Motorcar Parts of A… -0.97961% Barrett Business Se… -0.62539%
Keeley-Teton Advisors, LLC	833.84 M -0.59%	337	Banking & Finance (24.32%) General & Industrial Manufacturing (10.1%) Real Estate (9.22%)		Global Medical REIT… (15.65 M ) Everus Construction… (13.59 M ) Ensign Grp Inc (13.49 M )	-	-
Third Avenue Management	538.36 M -0.23%	50	Real Estate (22.7%) Banking & Finance (20.42%) Diversified Consumer Services (11.46%)		Warrior Met Coal Inc (50.07 M ) Tidewater Inc - Ord… (47.79 M ) Valaris Ltd (33.33 M )	Rogers Corp 1.10855% Boise Cascade Co 0.73888% Skyline Champion Co… 0.08333%	Investors Title Co. -0.73475% FRP Holdings Inc -0.17253% MYR Grp Inc -0.12267%
Wasatch International Growth	18,945.52 M -0.51%	241	Software & Services (17.45%) Banking & Finance (13.24%) Commercial Services & Supplies (10.01%)		Ensign Grp Inc (640.06 M ) Fabrinet (636.16 M ) Healthequity Inc (623.7 M )	Holley Inc (Class A) 5.00372% Sally Beauty Holdin… 4.71515% Conmed Corp 3.2289%	Inspire Medical Sys… -5.15714% Globant S.A. -5.01562% National Storage Af… -3.70656%
Fairholme Focused Income Fund	1,469.52 M 0.98%	12	Real Estate (81.74%) Oil & Gas (12.31%) Banking & Finance (5.88%)		St. Joe Co. (1,201.13 M ) Enterprise Products… (174.36 M ) Bank OZK (42.11 M )	Bank OZK 0.00448%	St. Joe Co. -1.36197% EOG Resources -0.00001%
Bruce Kovner	3,467.17 M -0.26%	474	Software & Services (30.82%) Automobiles & Auto Parts Manufacturers (28.32%) Hardware Technology & Equipment (11.79%)		Tesla (904.41 M ) Amazon (568.51 M ) AMD (236.77 M )	-	-
Chou RRSP Fund	215.92 M -0.19%	30	Banking & Finance (53.14%) Software & Services (15.24%) Automobiles & Auto Parts Manufacturers (9.69%)		Berkshire Hathaway … (65.37 M ) Alphabet (Class C) (26.04 M ) Synchrony Financial (17.01 M )	Stellantis N.V 0.02444% Pathward Fin Inc 0.00234% Assured Guaranty Ltd 0.0003%	Moody's -0.00004%

* The portfolio values on this page are updated once a day. Click on the superstar name to check their latest net worth.