Security record · archived quarter
PACB
name pending profile ingest
81Tracked holders
+2Δ holders
149.29MShares held
$279.06MReported value
+3New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +2.5% ·
share flow +19.2% ·
net new positions +2.5%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 14.42K | $33,171 | n/a | n/a |
| Q2 2026 | 90 | +2 | 144.63M | $242.83M | +6 | −5 |
| Q1 2026 | 91 | +9 | 142.21M | $187.92M | +14 | −5 |
| Q4 2025 | 81 | +2 | 149.29M | $279.06M | +3 | −1 |
| Q3 2025 | 15 | 0 | 92.77M | $118.74M | +2 | −2 |
| Q2 2025 | 12 | 0 | 89.61M | $111.12M | +3 | −3 |
| Q1 2025 | 9 | -1 | 53.19M | $62.77M | +1 | −2 |
| Q4 2024 | 10 | -1 | 71.52M | $130.89M | n/a | −1 |
| Q3 2024 | 10 | -2 | 60.13M | $102.22M | n/a | −2 |
| Q2 2024 | 12 | n/a | 57.24M | $78.42M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | ARK Investment Management ✦ | 37.26M | +20.5% | $69.68M | 0.5% | ▲ Add | 7 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 23.34M | +2.9% | $43.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 3 | The Vanguard Group ✦ (passive) | 17.04M | +4.0% | $31.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 4 | Sumitomo Mitsui Trust Group, Inc. | 7.81M | n/a | $14.60M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 7.08M | +2.5% | $13.24M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 6 | State Street Global Advisors ✦ (passive) | 5.91M | 0.0% | $11.06M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | D. E. Shaw & Co. ✦ | 4.44M | New | $8.30M | 0.0% | New | 1 | SEC ↗ ×2 |
| 8 | Millennium Management ✦ | 4.34M | -11.6% | $8.12M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 3.85M | New | $7.20M | 0.0% | New | 1 | SEC ↗ |
| 10 | UBS Group AG | 3.17M | n/a | $5.93M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 11 | Citadel Advisors ✦ | 3.17M | +26.7% | $5.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Point72 Asset Management ✦ | 2.96M | New | $5.53M | 0.0% | New | 1 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 2.88M | +616.1% | $5.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 2.61M | n/a | $4.88M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Charles Schwab Investment… | 2.47M | n/a | $4.61M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 2.41M | +434.2% | $4.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 17 | Northern Trust Corp | 2.05M | n/a | $3.83M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Bank Of America Corp /De/ | 1.85M | n/a | $3.47M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 19 | Jane Street Group, Llc | 1.50M | n/a | $2.81M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 20 | Invesco Ltd. | 1.43M | n/a | $2.68M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Goldman Sachs Group ✦ | 1.38M | +170.7% | $2.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Hrt Financial Lp | 1.36M | n/a | $2.55M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Nuveen, LLC | 848.22K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 834.57K | n/a | $1.56M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 25 | Universal- Beteiligungs- und… | 808.70K | n/a | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Creative Planning | 519.73K | n/a | $971,888 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Barclays Plc | 472.11K | n/a | $882,842 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | Group One Trading Llc | 460.25K | n/a | $860,668 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 456.91K | -51.3% | $854,418 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 30 | Squarepoint Ops LLC | 448.56K | n/a | $838,803 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Alliancebernstein L.P. | 387.06K | n/a | $723,802 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Rhumbline Advisers | 360.96K | n/a | $674,988 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 325.14K | n/a | $608,010 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Dimensional Fund Advisors Lp | 323.75K | n/a | $603,450 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 35 | Wells Fargo & Company/Mn | 314.01K | n/a | $587,206 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | LPL Financial LLC | 274.25K | n/a | $512,842 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Deutsche Bank Ag\ | 218.98K | n/a | $409,494 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Raymond James Financial Inc | 183.28K | n/a | $342,730 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 39 | T. Rowe Price ✦ | 163.53K | +12.1% | $306,000 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 126.92K | n/a | $237,346 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 41 | Envestnet Asset Management Inc | 104.62K | n/a | $195,641 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Hsbc Holdings Plc | 105.42K | n/a | $195,636 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 43 | American Century Companies Inc | 94.06K | n/a | $175,898 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 86.96K | +69.4% | $162,623 | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 45 | New York State Common Retirement… | 84.83K | n/a | $158,623 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Manufacturers Life Insurance… | 82.53K | n/a | $154,325 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | State Board Of Administration Of… | 71.94K | n/a | $134,530 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Stifel Financial Corp | 70.86K | n/a | $132,514 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 49 | Bnp Paribas Financial Markets | 66.06K | n/a | $123,523 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | ProShare Advisors LLC | 63.80K | n/a | $119,302 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Voya Investment Management Llc | 51.55K | n/a | $96,395 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Cetera Investment Advisers | 48.94K | n/a | $91,523 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Captrust Financial Advisors | 42.96K | n/a | $80,333 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Mariner, LLC | 40.00K | n/a | $74,807 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Wealthfront Advisers LLC | 38.04K | n/a | $71,137 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Victory Capital Management Inc | 31.18K | n/a | $58,314 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Citigroup Inc | 30.20K | n/a | $56,474 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 58 | Fidelity (FMR) ✦ | 29.86K | +60.7% | $55,828 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 59 | Osaic Holdings, Inc. | 25.07K | n/a | $46,882 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 60 | Royal Bank Of Canada | 24.89K | n/a | $46,000 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 61 | Legal & General Group Plc | 24.45K | n/a | $45,838 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Russell Investments Group, Ltd. | 23.90K | n/a | $44,692 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 63 | Prudential Financial Inc | 22.74K | n/a | $42,518 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Wealth Enhancement Advisory… | 19.34K | n/a | $40,221 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Neuberger Berman Group LLC | 21.43K | n/a | $40,083 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Mercer Global Advisors Inc /Adv | 20.66K | n/a | $38,639 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | California State Teachers… | 17.00K | n/a | $31,786 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Mackenzie Financial Corp | 17.50K | n/a | $30,214 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Mirae Asset Global Investments Co.… | 14.67K | n/a | $27,435 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Zurcher Kantonalbank (Zurich… | 13.58K | n/a | $25,398 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Quantinno Capital Management LP | 12.22K | n/a | $22,861 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Principal Financial Group Inc | 12.12K | n/a | $22,655 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Cibc World Market Inc. | 11.40K | n/a | $21,318 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | HighTower Advisors, LLC | 10.10K | n/a | $18,893 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Cwm, Llc | 6.20K | n/a | $12,000 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Jones Financial Companies Lllp | 2.67K | n/a | $4,985 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Rockefeller Capital Management L.P. | 1.25K | n/a | $2,330 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 78 | Daiwa Securities Group Inc. | 909 | n/a | $2,000 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Us Bancorp \De\ | 303 | n/a | $567 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Northwestern Mutual Wealth… | 100 | n/a | $187 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Pnc Financial Services Group, Inc. | 23 | n/a | $43 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| D. E. Shaw & Co. | $8.30M | 0.0% |
| Renaissance Technologies | $7.20M | 0.0% |
| Point72 Asset Management | $5.53M | 0.0% |
Exited
| Gotham Asset Management | $24,017 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 229 holders, 188.05M shares, $246.02M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Oct 06
Gibson James R II
Officer · 661.82K sh · $2.06M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Aug 14
SC 13G/A: ARK Investment Management LLC
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
Get this via the API