Top Investor Superstars: US institutional investor portfolios

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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	138,206.56 M -1.79%	344	Pharmaceuticals & Biotechnology (21.58%) Software & Services (19.38%) Hardware Technology & Equipment (18.12%)		Eli Lilly (9,246.96 M ) Microsoft (4,743.77 M ) KLA (4,461.49 M )	-	-
Yacktman Asset Management	8,180.21 M -1.04%	70	Software & Services (18.02%) Oil & Gas (16.65%) Banking and Finance (15.2%)		Canadian Natural Re… (826.44 M ) Microsoft (628.26 M ) Charles Schwab (457.15 M )	-	-
Causeway International Value	5,257.84 M -0.57%	77	Transportation (24.75%) Software & Services (15.98%) Hotels Restaurants & Tourism (14.77%)		Canadian Pacific Ra… (1,291.0 M ) Carnival (753.65 M ) Barrick Gold Corp. (260.36 M )	-	-
ValueAct Capital	5,510.45 M -1.83%	14	Software & Services (61.44%) Media (24.53%) Commercial Services & Supplies (8.02%)		Roblox Corporation … (1,128.13 M ) Meta (780.74 M ) Walt Disney (738.22 M )	-	-
Tweedy Browne International Value	1,097.36 M -10.67%	91	Banking and Finance (30.14%) Automobiles & Auto Parts Manufacturers (21.31%) Pharmaceuticals & Biotechnology (17.63%)		CNH Industrial NV (175.65 M ) Ionis Pharmaceutica… (120.42 M ) Berkshire Hathaway … (106.8 M )	Consensus Cloud Sol… 0.05811% Beazer Homes USA In… 0.04459% Embecta Corp 0.03438%	Ionis Pharmaceutica… -0.06018% FMC Corp. -0.03931% Coca-Cola Femsa S.A… -0.03206%
Donald Smith & Co	4,369.05 M 1.59%	52	Banking and Finance (40.4%) Metals & Mining (18.8%) Diversified Consumer Services (9.09%)		Aercap Holdings N.V. (363.47 M ) Eldorado Gold Corp. (282.34 M ) Tutor Perini Corp (227.4 M )	-	-
EDGEPOINT CANADIAN PORTFOLIO	14,440.43 M -0.9%	39	Retailing (18.86%) Metals & Mining (12.15%) General & Industrial Manufacturing Companies (11.17%)		Norfolk Southern (1,119.65 M ) Dollar Tree (1,119.57 M ) Applied Materials (890.87 M )	-	-
Oakmark Intl Small Cap	63,148.55 M -1.62%	147	Banking and Finance (32.04%) Automobiles & Auto Parts Manufacturers (12.74%) Software & Services (8.83%)		Alphabet - A (3,364.16 M ) CNH Industrial NV (3,040.2 M ) Charles Schwab (2,680.62 M )	-	-
Value Partners Group	1,358.6 M 0.52%	100	Software & Services (30.99%) Banking and Finance (27.71%) Transportation (13.61%)		Alphabet - A (99.17 M ) Open Text Corp (79.18 M ) Rogers Communicatio… (78.24 M )	Manulife Financial … 0.08843% Open Text Corp 0.088% FedEx 0.01703%	CVS Health -0.06208% Toronto Dominion Ba… -0.04097% Fomento Economico M… -0.02203%
Private Capital	949.61 M 7.55%	113	Banking and Finance (25.1%) Media (16.11%) Software & Services (13.08%)		Vivid Seats Inc - O… (88.13 M ) Harrow Health Inc (65.09 M ) QuinStreet Inc (62.03 M )	PepsiCo 0.00283% Accenture 0.00132% Visa 0.00065%	-
Keeley-Teton Advisors, LLC	778.17 M -0.13%	337	Banking and Finance (25.86%) General & Industrial Manufacturing Companies (10.12%) Real Estate (7.15%)		Ensign Group Inc (11.96 M ) Primoris Services C… (11.02 M ) WK Kellogg Co (10.87 M )	-	-
Third Avenue Management	504.55 M 2.8%	59	Banking and Finance (28.57%) Real Estate (24.93%) Diversified Consumer Services (9.28%)		Tidewater Inc. - Or… (46.46 M ) Warrior Met Coal Inc (37.24 M ) Valaris Ltd (26.83 M )	-	-
Wasatch International Growth	19,371.65 M -3.46%	240	Software & Services (20.01%) Banking and Finance (16.06%) Diversified Consumer Services (10.15%)		Healthequity Inc (673.13 M ) Nova Ltd (567.3 M ) Ollies Bargain Outl… (542.09 M )	-	-
Fairholme Focused Income Fund	1,268.95 M -1.51%	12	Real Estate (80.26%) Oil & Gas (13.98%) Banking and Finance (5.69%)		St. Joe Co. (1,018.43 M ) Enterprise Products… (171.36 M ) Bank OZK (30.31 M )	-	-
Bruce Kovner	3,190.02 M -0.66%	474	Software & Services (35.28%) Automobiles & Auto Parts Manufacturers (23.24%) Hardware Technology & Equipment (10.88%)		Tesla (694.57 M ) Amazon (540.06 M ) AMC (190.04 M )	-	-
Chou RRSP Fund	181.06 M -0.4%	31	Banking and Finance (57.83%) Software & Services (12.02%) Automobiles & Auto Parts Manufacturers (10.46%)		Berkshire Hathaway … (60.03 M ) Alphabet - C (16.65 M ) Sirius XM Holdings … (15.05 M )	-	-

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