Top Superstar Investors: 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	146,573.73 M -3.18%	332	Pharma & Biotech (24.75%) Hardware Technology & Equipment (20.83%) Software & Services (16.59%)		Micron Tech (10,381.39 M ) Eli Lilly (9,264.3 M ) Astrazeneca plc (7,704.94 M )	MarketAxess Holding… 2.93189% Booz Allen Hamilton… 2.22437% Idex Corp 2.02804%	Whirlpool Corp -1.75186% Health Catalyst Inc -1.45431% Rhythm Pharma Inc -1.2933%
Yacktman Asset Management	7,544.76 M -1.51%	70	Oil & Gas (19.64%) Software & Services (15.24%) Banking & Finance (13.45%)		Canadian Natural Re… (887.33 M ) Microsoft (390.23 M ) Charles Schwab (364.8 M )	Legacy Housing Corp 0.48463% Americas Car Mart I… 0.26523% Embecta Corp 0.11975%	GrafTech Intl Ltd -0.2737% Warner Bros. (Class… -0.22423% Canadian Natural Re… -0.10174%
Causeway International Value	6,659.5 M -8.26%	90	Transportation (17.12%) Commercial Services & Supplies (15.72%) Hotels Restaurants & Tourism (13.24%)		Canadian Pacific Ra… (1,046.67 M ) Carnival (881.55 M ) Smurfit WestRock (807.41 M )	Smurfit WestRock 2.20947% Alaska Air Grp Inc 1.25131% Graphic Packaging H… 0.64975%	Hello Grp Inc (ADR) -1.19477% Goldcom Inc -0.57306% Axis Cap Holdings L… -0.11123%
ValueAct Capital	6,316.13 M -5.41%	17	Software & Services (49.99%) Banking & Finance (20.53%) Media (15.96%)		Amazon (721.8 M ) Meta (686.28 M ) BlackRock (661.06 M )	Toast Inc (Class A) 0.78406% Simpson Manufacturi… 0.64216% Rocket Companies In… 0.4947%	Insight Enterprises… -3.40421% MongoDB Inc (Class … -0.85474% Walt Disney -0.07417%
Tweedy Browne International Value	1,277.81 M -5.83%	97	Banking & Finance (26.47%) Pharma & Biotech (24.87%) Automobiles & Auto Parts Manufacturers (16.75%)		Ionis Pharma Inc (216.98 M ) CNH Industrial NV (154.82 M ) Coca-Cola Femsa S.A… (123.71 M )	-	-
Donald Smith & Co	5,411.21 M -7.03%	55	Banking & Finance (36.61%) Metals & Mining (29.91%) Transportation (7.59%)		Iamgold Corp (537.7 M ) Aercap Holdings N.V. (440.62 M ) Eldorado Gold Corp (321.5 M )	-	-
EDGEPOINT CANADIAN PORTFOLIO	15,604.24 M -4.72%	42	Retailing (20.44%) Metals & Mining (18.65%) Healthcare & Medical Equipment Suppliers (10.98%)		Restaurant Brands I… (1,198.61 M ) Dollar Tree (980.16 M ) Ross Stores (933.88 M )	Algonquin Power & U… 2.61064% Twist Bioscience Co… 2.11326% Mattel Inc 1.29637%	Lincoln Electric Ho… -1.38832% Dollar Tree -1.24881% Rambus Inc -1.18727%
Oakmark Intl Small Cap	76,849.33 M -4.1%	160	Banking & Finance (26.45%) Oil & Gas (9.7%) Software & Services (9.3%)		Conoco Phillips (2,809.04 M ) Alphabet (Class A) (2,753.17 M ) CNH Industrial NV (2,568.64 M )	Zimmer Biomet Holdi… 3.87155% Aercap Holdings N.V. 3.58882% CDW 3.29768%	APA -3.75402% Liberty Broadband C… -1.56939% Brunswick Corp -1.45889%
Value Partners Group	1,350.25 M -3.39%	99	Banking & Finance (31.93%) Software & Services (27.94%) Transportation (13.21%)		Alphabet (Class A) (84.6 M ) Canadian Imperial B… (78.5 M ) Activision Blizzard… (71.48 M )	Boyd Group Services… 0.03313% Accenture (Class A) 0.02749% Interactive Brokers… 0.00941%	Open Text Corp -0.14197% Rogers Comm Inc (Cl… -0.11824% Bank Of Nova Scotia -0.01079%
Private Capital	964.57 M -4.48%	141	Banking & Finance (24.6%) Software & Services (14.31%) Pharma & Biotech (13.21%)		Harrow Health Inc (68.08 M ) QuinStreet Inc (49.35 M ) Ligand Pharma Inc (… (46.22 M )	Matthews Intl Corp … 2.18549% HomeTrust Bancshare… 0.51416% Lakeland Ind Inc 0.33597%	First Northwest Ban… -2.54575% Information Service… -1.78088% Tronox Holdings PLC… -0.37619%
Keeley-Teton Advisors, LLC	899.95 M -4.31%	337	Banking & Finance (21.67%) General & Industrial Manufacturing (10.95%) Real Estate (8.9%)		Everus Construction… (17.41 M ) TechnipFMC PLC (16.99 M ) Chiron Real Estate … (16.44 M )	-	-
Third Avenue Management	595.07 M -4.62%	52	Real Estate (19.16%) Banking & Finance (17.28%) Transportation (11.53%)		Tidewater Inc - Ord… (66.8 M ) Valaris Ltd (54.57 M ) Warrior Met Coal Inc (49.4 M )	Boise Cascade Co 0.46485% AMBAC Fin Grp Inc 0.36055% Bluelinx Hldgs Inc 0.22845%	FRP Holdings Inc -0.37195% Southside Bancshare… -0.31153% Proassurance Corp -0.14169%
Wasatch International Growth	17,274.34 M -4.24%	237	Software & Services (12.85%) Banking & Finance (12.82%) General & Industrial Manufacturing (11.12%)		Ensign Grp Inc (597.32 M ) Nova Ltd (583.11 M ) RBC Bearings Inc (561.39 M )	Climb Global Soln I… 17.85332% Standex Intl Corp 4.29505% Everus Construction… 4.2354%	Weave Comm Inc -5.54641% ACV Auctions Inc (C… -3.27604% SoundThinking Inc -2.73848%
Fairholme Focused Income Fund	1,687.27 M -1.23%	15	Real Estate (81.66%) Oil & Gas (12.49%) Banking & Finance (5.18%)		St. Joe Co. (1,377.83 M ) Enterprise Products… (202.75 M ) Bank OZK (40.15 M )	St. Joe Co. 0.12524% Natural Resource Pa… 0.09056% CF Industries 0.0356%	Bank OZK -0.00188% Berkshire Hathaway … -0.00002% Energy Transfer LP … -0.00001%
Bruce Kovner	3,306.98 M -0.69%	474	Software & Services (28.69%) Automobiles & Auto Parts Manufacturers (28.58%) Hardware Technology & Equipment (12.09%)		Tesla (859.28 M ) Amazon (515.72 M ) AMD (225.32 M )	-	-
Chou RRSP Fund	190.86 M -2.85%	27	Banking & Finance (54.16%) Software & Services (14.74%) Oil & Gas (9.16%)		Berkshire Hathaway … (63.64 M ) Alphabet (Class C) (22.33 M ) Occidental Petroleum (17.4 M )	Assured Guaranty Ltd 0.00062% Pool 0.00036% Magna Intl Inc 0.00004%	Sirius XM Holdings … -0.08737% Moody's -0.00247% Citigroup -0.00143%

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