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	171,027.44 M 0.8%	343	Hardware Technology & Equipment (27.64%) Pharma & Biotech (21.23%) Software & Services (15.63%)		Micron Tech (19,520.87 M ) Eli Lilly (10,575.72 M ) Intel (8,172.25 M )	American Airlines G… 3.28459% FedEx Freight Holdi… 2.70781% Allogene Therapeuti… 1.36967%	DuPont de Nemours -1.09299% Mobileye Global Inc… -0.86469% ZoomInfo Tech Inc -0.68768%
Yacktman Asset Management	8,931.64 M 6.95%	72	Banking & Finance (19.5%) Software & Services (17.53%) Oil & Gas (16.56%)		Canadian Natural Re… (817.2 M ) Berkshire Hathaway … (592.11 M ) Microsoft (498.36 M )	Bellring Brands Inc 3.23792% Embecta Corp 1.42819% Broadridge Financial 0.77049%	eBay -0.06065% Bank of New York Me… -0.04323% Amplify Energy Corp -0.01414%
Causeway International Value	6,177.13 M -4.96%	91	General & Industrial Manufacturing (14.76%) Transportation (14.53%) Hotels Restaurants & Tourism (13.12%)		Carnival (810.19 M ) Canadian Pacific Ra… (769.16 M ) Smurfit WestRock (690.04 M )	-	-
ValueAct Capital	6,238.74 M -10.2%	19	Software & Services (55.22%) Banking & Finance (38.67%) Cement, Construction & Infrastructure (2.35%)		Visa (853.05 M ) Amazon (746.34 M ) Salesforce (712.45 M )	Rocket Companies In… 0.47435% PayPay Corp ADR Spo… 0.31822% CBRE (Class A) 0.2617%	Liberty Media Corp … -1.50954% Simpson Manufacturi… -1.37168% MongoDB Inc (Class … -1.08427%
Tweedy Browne International Value	1,345.62 M -1.67%	92	Banking & Finance (26.2%) Automobiles & Auto Parts Manufacturers (25.37%) Pharma & Biotech (19.0%)		CNH Industrial NV (281.58 M ) Coca-Cola Femsa S.A… (127.8 M ) Berkshire Hathaway … (109.96 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	6,454.26 M -7.11%	66	Banking & Finance (38.79%) Metals & Mining (22.68%) Automobiles & Auto Parts Manufacturers (9.74%)		Aercap Holdings N.V. (412.53 M ) Eldorado Gold Corp (378.93 M ) Centerra Gold Inc (355.61 M )	Greenbrier Cos. Inc 2.1095% Piedmont Office Rea… 1.55361% Ferroglobe PLC 1.44068%	SiriusPoint Ltd -2.85996% Global Ship Lease I… -2.33767% RLJ Lodging Trust -1.79351%
EDGEPOINT CANADIAN PORTFOLIO	16,666.82 M -3.43%	42	Healthcare & Medical Equipment Suppliers (18.53%) Banking & Finance (14.31%) Metals & Mining (11.02%)		Thermo Fisher (1,419.93 M ) Restaurant Brands I… (1,251.46 M ) Revvity (1,225.71 M )	CoStar 1.46842% Mattel Inc 0.95555% Algonquin Power & U… 0.89323%	Twist Bioscience Co… -4.81328% Rambus Inc -0.79432% Restaurant Brands I… -0.65246%
Oakmark Intl Small Cap	83,459.27 M -7.69%	154	Banking & Finance (35.53%) Software & Services (15.77%) Food, Beverages & Tobacco (7.26%)		Salesforce (3,842.71 M ) IQVIA (3,246.02 M ) Airbnb (3,135.17 M )	Equitable Holdings … 3.46847% Sysco 1.10107% Synchrony Financial 0.85667%	Charter (Class A) -3.25988% Phillips 66 -1.83773% Warner Bros. (Class… -1.11964%
Value Partners Group	1,619.84 M -3.44%	102	Software & Services (40.17%) Banking & Finance (33.22%) Transportation (8.51%)		Microsoft (122.37 M ) Salesforce (105.21 M ) ADP (80.41 M )	ADP 0.02928% 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	1,112.47 M -3.18%	151	Banking & Finance (29.03%) Software & Services (14.52%) Pharma & Biotech (10.99%)		Target Hospitality … (98.76 M ) QuinStreet Inc (77.49 M ) Ligand Pharma Inc (… (57.09 M )	PepsiCo 0.00283% Accenture (Class A) 0.00132% Visa 0.00065%	-
Keeley-Teton Advisors, LLC	958.2 M -2.8%	337	Banking & Finance (22.1%) General & Industrial Manufacturing (11.96%) Real Estate (8.56%)		TechnipFMC PLC (19.0 M ) TTM Tech Inc (18.97 M ) Everus Construction… (17.25 M )	-	-
Third Avenue Management	659.43 M -7.12%	58	Real Estate (16.3%) Diversified Consumer Services (15.61%) Banking & Finance (15.23%)		Tidewater Inc - Ord… (80.98 M ) Boise Cascade Co (45.57 M ) Robert Half Intl Inc (45.17 M )	CRA Intl Inc 0.33168% Robert Half Intl Inc 0.29682% ICF Intl Inc 0.15519%	Rogers Corp -0.50056% Five Point Holdings… -0.2298% Warrior Met Coal Inc -0.14886%
Wasatch International Growth	14,967.73 M -5.26%	232	Banking & Finance (18.27%) Software & Services (13.86%) General & Industrial Manufacturing (10.18%)		Healthequity Inc (757.38 M ) Ensign Grp Inc (396.22 M ) Medpace Holdings Inc (389.81 M )	CTS Corp 5.63219% Suja Life Inc Ordin… 5.60375% Preformed Line Prod… 5.40966%	Limbach Holdings Inc -4.94001% Standex Intl Corp -3.89015% Everus Construction… -3.56813%
Fairholme Focused Income Fund	1,520.85 M -5.8%	13	Real Estate (76.32%) Oil & Gas (13.95%) Banking & Finance (8.61%)		St. Joe Co. (1,160.76 M ) Enterprise Products… (212.18 M ) Berkshire Hathaway … (44.78 M )	Campbell's 0.03907% Kraft Heinz 0.00818% Pfizer 0.00405%	St. Joe Co. -1.80536% W.R. Berkley -0.00004%
Bruce Kovner	3,769.11 M 1.58%	474	Software & Services (27.49%) Hardware Technology & Equipment (22.76%) Automobiles & Auto Parts Manufacturers (22.3%)		Tesla (767.52 M ) AMD (615.82 M ) Amazon (615.29 M )	-	-
Chou RRSP Fund	219.6 M -2.23%	31	Banking & Finance (53.84%) Software & Services (13.97%) Oil & Gas (8.42%)		Berkshire Hathaway … (65.67 M ) Alphabet (Class C) (24.93 M ) Occidental Petroleum (18.42 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.