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	169,229.93 M -0.26%	336	Hardware Technology & Equipment (27.0%) Pharma & Biotech (22.01%) Software & Services (15.58%)		Micron Tech (19,536.05 M ) Eli Lilly (10,542.97 M ) Intel (7,258.0 M )	Booz Allen Hamilton… 1.30344% Boston Scientific 1.29749% Parsons Corp 0.64763%	DuPont de Nemours -1.09299% Alibaba Grp Holding… -0.68752% Flex Ltd -0.60458%
Yacktman Asset Management	8,327.46 M -0.29%	74	Banking & Finance (19.99%) Oil & Gas (16.8%) Software & Services (16.03%)		Canadian Natural Re… (830.7 M ) Berkshire Hathaway … (587.77 M ) Microsoft (504.34 M )	Bellring Brands Inc 3.23792% Broadridge Financial 0.77049% GrafTech Intl Ltd 0.30686%	Bank of New York Me… -0.04323% Amplify Energy Corp -0.01414% Reading Internation… -0.00881%
Causeway International Value	6,405.16 M -1.45%	91	General & Industrial Manufacturing (14.91%) Transportation (14.62%) Hotels Restaurants & Tourism (13.62%)		Carnival (872.14 M ) Canadian Pacific Ra… (805.38 M ) Smurfit WestRock (713.39 M )	-	-
ValueAct Capital	6,917.21 M -0.44%	19	Software & Services (58.43%) Banking & Finance (36.45%) Cement, Construction & Infrastructure (2.2%)		Visa (868.76 M ) Salesforce (776.27 M ) Amazon (760.46 M )	Rocket Companies In… 0.47435% CBRE (Class A) 0.2617% Toast Inc (Class A) 0.22199%	Simpson Manufacturi… -1.37168% Roblox Corp (Class … -0.37812% Live Nation Enterta… -0.13848%
Tweedy Browne International Value	1,363.9 M -0.33%	92	Banking & Finance (25.78%) Automobiles & Auto Parts Manufacturers (25.46%) Pharma & Biotech (20.53%)		CNH Industrial NV (301.46 M ) Ionis Pharma Inc (132.19 M ) Coca-Cola Femsa S.A… (129.98 M )	Shoe Station Group … 0.43005% Everforth Inc 0.2136% Evertec Inc 0.14809%	CNH Industrial NV -0.37423% FedEx -0.02674% Globe Life -0.00675%
Donald Smith & Co	6,890.93 M -0.83%	60	Banking & Finance (38.98%) Metals & Mining (22.05%) Automobiles & Auto Parts Manufacturers (10.16%)		Aercap Holdings N.V. (423.48 M ) Eldorado Gold Corp (377.18 M ) Centerra Gold Inc (354.07 M )	Greenbrier Cos. Inc 2.1095% Piedmont Office Rea… 1.55361% PennyMac Fin Servic… 0.98032%	SiriusPoint Ltd -2.85996% Global Ship Lease I… -2.33767% RLJ Lodging Trust -1.79351%
EDGEPOINT CANADIAN PORTFOLIO	17,096.96 M -0.94%	40	Healthcare & Medical Equipment Suppliers (16.46%) Banking & Finance (14.6%) Metals & Mining (10.65%)		Restaurant Brands I… (1,376.64 M ) Thermo Fisher (1,337.83 M ) Revvity (1,112.66 M )	Mattel Inc 0.95555% Algonquin Power & U… 0.89323% Marsh & McLennan 0.80053%	Rambus Inc -0.79432% Restaurant Brands I… -0.65246% Osisko Gold Royalti… -0.5737%
Oakmark Intl Small Cap	89,855.55 M -0.62%	151	Banking & Finance (35.21%) Software & Services (15.29%) Food, Beverages & Tobacco (7.18%)		Salesforce (4,186.89 M ) Airbnb (3,486.38 M ) IQVIA (3,262.46 M )	Equitable Holdings … 3.46847% Sysco 1.10107% Synchrony Financial 0.85667%	Charter (Class A) -3.25988% Phillips 66 -1.83773% CNH Industrial NV -1.01478%
Value Partners Group	1,667.19 M -0.62%	102	Software & Services (40.19%) Banking & Finance (32.78%) Transportation (8.64%)		Microsoft (123.83 M ) Salesforce (114.64 M ) ADP (82.31 M )	ADP 0.02918% Accenture (Class A) 0.02401% W.R. Berkley 0.01155%	Sun Life Fin Inc -0.0377% Bank of Montreal -0.02869% Canadian Imperial B… -0.01509%
Private Capital	1,147.0 M -0.17%	151	Banking & Finance (29.1%) Software & Services (14.76%) Pharma & Biotech (11.39%)		Target Hospitality … (90.98 M ) QuinStreet Inc (82.7 M ) Harrow Health Inc (60.2 M )	PepsiCo 0.00283% Accenture (Class A) 0.00132% Visa 0.00065%	-
Keeley-Teton Advisors, LLC	981.65 M -0.42%	337	Banking & Finance (22.21%) General & Industrial Manufacturing (12.02%) Real Estate (8.62%)		TechnipFMC PLC (21.07 M ) TTM Tech Inc (20.2 M ) Everus Construction… (17.44 M )	-	-
Third Avenue Management	705.54 M -0.63%	56	Diversified Consumer Services (16.06%) Real Estate (15.92%) Banking & Finance (15.04%)		Tidewater Inc - Ord… (88.05 M ) Robert Half Intl Inc (51.45 M ) Boise Cascade Co (47.69 M )	Robert Half Intl Inc 0.29682% Maximus Inc 0.1415% Boise Cascade Co 0.12848%	Rogers Corp -0.50056% Five Point Holdings… -0.2298% Warrior Met Coal Inc -0.14886%
Wasatch International Growth	15,675.68 M -0.77%	232	Banking & Finance (18.79%) Software & Services (13.85%) General & Industrial Manufacturing (10.19%)		Healthequity Inc (764.79 M ) Ensign Grp Inc (389.11 M ) Medpace Holdings Inc (376.41 M )	CTS Corp 5.63219% Suja Life Inc Ordin… 5.60375% Preformed Line Prod… 5.40966%	Limbach Holdings Inc -4.93896% Goosehead Insurance… -4.35536% Standex Intl Corp -3.89015%
Fairholme Focused Income Fund	1,589.36 M -1.56%	10	Real Estate (76.93%) Oil & Gas (13.6%) Banking & Finance (8.52%)		St. Joe Co. (1,202.04 M ) Enterprise Products… (212.45 M ) Bank OZK (46.46 M )	Campbell's 0.03907% Pfizer 0.00405% United Parcel Servi… 0.0028%	St. Joe Co. -1.80536% W.R. Berkley -0.00004%
Bruce Kovner	3,737.37 M 0.72%	474	Software & Services (28.66%) Automobiles & Auto Parts Manufacturers (22.12%) Hardware Technology & Equipment (20.55%)		Tesla (746.05 M ) Amazon (626.93 M ) AMD (525.35 M )	-	-
Chou RRSP Fund	223.35 M -0.56%	30	Banking & Finance (53.88%) Software & Services (13.24%) Oil & Gas (8.33%)		Berkshire Hathaway … (65.3 M ) Alphabet (Class C) (24.27 M ) Occidental Petroleum (18.79 M )	Vitesse Energy Inc 0.00302% Pathward Fin Inc 0.00211% Assured Guaranty Ltd 0.00026%	Alibaba Grp Holding… -0.00154% MBIA Inc -0.00102% Occidental Petroleum -0.00016%

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