Finance Services - Investment Trends
This page shows the overall investment trends by institutions in companies categorized in this industry.
To create this report, we combined institutional holdings listed in 13F's with SIC codes self-reported by companies in their 10-Q's.
| Period | Owners | Total Shares | Percent Change in Shares |
Fair Market Value (USD) | Percent Change in Value |
|---|---|---|---|---|---|
| 2180-Q4 | 1 | 57,424 | -100.00 | 3,874,000 | -100.00 |
| 2026-Q1 | 4,157 | 11,082,473,941 | -0.21 | 414,469,560,025,000 | -18.82 |
| 2025-Q4 | 4,350 | 11,105,467,085 | 5.32 | 510,534,011,329,000 | -13.27 |
| 2025-Q3 | 4,119 | 10,544,182,838 | 14.14 | 588,673,913,265,000 | 12.98 |
| 2025-Q2 | 4,042 | 9,237,721,272 | 9.55 | 521,043,238,715,000 | 39.83 |
| 2025-Q1 | 3,832 | 8,432,788,896 | -0.73 | 372,616,372,998,000 | -11.98 |
| 2024-Q4 | 3,871 | 8,495,149,288 | 11.61 | 423,335,232,292,000 | 30.58 |
| 2024-Q3 | 3,458 | 7,611,498,714 | 8.03 | 324,190,053,417,000 | 10.41 |
| 2024-Q2 | 3,340 | 7,045,537,647 | 7.16 | 293,630,319,771,000 | -1.85 |
| 2024-Q1 | 3,313 | 6,574,835,215 | 1.19 | 299,172,248,066,000 | 35.58 |
| 2023-Q4 | 3,172 | 6,497,580,769 | 1.20 | 220,661,685,422,000 | 36.20 |
| 2023-Q3 | 2,850 | 6,420,618,051 | -2.09 | 162,012,836,296,000 | -9.16 |
| 2023-Q2 | 2,909 | 6,557,606,896 | 3.87 | 178,345,442,747,000 | 15.52 |
| 2023-Q1 | 2,893 | 6,313,331,110 | -4.81 | 154,386,417,663,000 | 21.35 |
| 2022-Q4 | 2,898 | 6,632,110,568 | 7.46 | 127,227,192,175,000 | 2,963.33 |
| 2022-Q3 | 2,804 | 6,171,976,640 | -1.74 | 4,153,237,399,000 | -3.70 |
| 2022-Q2 | 2,842 | 6,281,308,070 | 3.33 | 4,312,776,755,000 | -25.77 |
| 2022-Q1 | 3,060 | 6,078,794,098 | 0.63 | 5,809,641,145,000 | 33.98 |
| 2021-Q4 | 3,055 | 6,040,996,555 | 70.42 | 4,336,340,788,000 | 3.15 |
| 2021-Q3 | 2,741 | 3,544,860,085 | 8.44 | 4,203,854,196,000 | 21.16 |
| 2021-Q2 | 2,696 | 3,268,903,288 | 23.90 | 3,469,609,198,000 | 30.86 |
| 2021-Q1 | 2,456 | 2,638,387,389 | 10.63 | 2,651,292,367,000 | 44.83 |
| 2020-Q4 | 2,296 | 2,384,768,648 | 21.61 | 1,830,660,860,000 | 24.14 |
| 2020-Q3 | 2,008 | 1,960,921,586 | 0.79 | 1,474,693,617,000 | 19.10 |
| 2020-Q2 | 1,997 | 1,945,615,974 | 1.64 | 1,238,222,679,000 | 17.28 |
| 2020-Q1 | 1,922 | 1,914,223,016 | -1.12 | 1,055,756,530,000 | -34.18 |
| 2019-Q4 | 2,083 | 1,935,820,486 | -0.00 | 1,604,034,828,000 | -3.07 |
| 2019-Q3 | 1,970 | 1,935,887,803 | -1.37 | 1,654,880,638,000 | 7.24 |
| 2019-Q2 | 1,997 | 1,962,857,297 | 5.05 | 1,543,217,950,000 | 6.06 |
| 2019-Q1 | 1,968 | 1,868,572,075 | -0.81 | 1,454,983,589,000 | 21.92 |
| 2018-Q4 | 1,909 | 1,883,828,234 | -28.21 | 1,193,437,742,000 | -14.32 |
| 2018-Q3 | 1,866 | 2,623,986,805 | 41.35 | 1,392,841,115,000 | 15.94 |
| 2018-Q2 | 1,826 | 1,856,344,614 | 2.05 | 1,201,367,728,000 | 3.98 |
| 2018-Q1 | 1,823 | 1,819,078,308 | -2.84 | 1,155,359,382,000 | -15.15 |
| 2017-Q4 | 1,821 | 1,872,299,367 | 3.19 | 1,361,587,989,000 | 34.38 |
| 2017-Q3 | 1,649 | 1,814,481,981 | -1.61 | 1,013,229,149,000 | 11.17 |
| 2017-Q2 | 1,613 | 1,844,121,385 | 0.44 | 911,389,754,000 | -8.20 |
| 2017-Q1 | 1,593 | 1,835,988,890 | -2.65 | 992,756,981,000 | 86.51 |
| 2016-Q4 | 1,577 | 1,885,884,367 | 0.65 | 532,269,023,000 | 7.44 |
| 2016-Q3 | 1,497 | 1,873,759,179 | -2.03 | 495,426,206,000 | 54.08 |
| 2016-Q2 | 1,530 | 1,912,595,362 | -1.02 | 321,544,472,000 | -26.60 |
| 2016-Q1 | 1,554 | 1,932,248,022 | -1.35 | 438,083,362,000 | -11.20 |
| 2015-Q4 | 1,650 | 1,958,723,061 | -2.56 | 493,348,725,000 | 31.81 |
| 2015-Q3 | 1,556 | 2,010,145,637 | 4.33 | 374,276,169,000 | -82.47 |
| 2015-Q2 | 1,542 | 1,926,680,205 | -0.86 | 2,135,655,585,000 | 13.50 |
| 2015-Q1 | 1,545 | 1,943,372,365 | 0.00 | 1,881,599,417,000 | 0.00 |
