Institutional Holders (2026 Q1)
1K + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EW. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Seilern Investment Management Ltd | 6.59% | 690,191 | $55.3M |
| 2 | WORMSER FRERES GESTION | 5.25% | 88,910 | $7.3M |
| 3 | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 4.75% | 4,800,000 | $384.4M |
| 4 | AMIRAL GESTION | 4.29% | 96,389 | $7.7M |
| 5 | Haven Capital Group, Inc. | 3.27% | 44,056 | $3.5M |
| 6 | Manitou Investment Management Ltd. | 2.92% | 184,195 | $14.8M |
| 7 | Birch Hill Investment Advisors LLC | 2.66% | 740,200 | $59.3M |
| 8 | Fulcrum Capital LLC | 2.39% | 137,336 | $11.0M |
| 9 | Ninety One UK Ltd | 2.30% | 12,396,143 | $992.7M |
| 10 | Ninety One North America, Inc. | 2.29% | 637,330 | $51.0M |
| 11 | Asset Planning,Inc | 1.49% | 26,213 | $2.1M |
| 12 | Townsend & Associates, Inc | 1.40% | 199,466 | $16.3M |
| 13 | DB Fitzpatrick & Co, Inc | 1.26% | 18,368 | $1.5M |
| 14 | United Asset Strategies, Inc. | 1.24% | 193,864 | $15.5M |
| 15 | Fisher Funds Management LTD | 1.22% | 519,594 | $41.6M |
| 16 | Sivik Global Healthcare LLC | 1.22% | 20,000 | $2K |
| 17 | GDS Wealth Management | 1.19% | 247,612 | $19.8M |
| 18 | TriaGen Wealth Management LLC | 1.10% | 50,291 | $4.0M |
| 19 | Seascape Capital Management | 1.05% | 45,678 | $4K |
| 20 | Spectrum Asset Management, Inc. (NB/CA) | 0.92% | 35,995 | $2.9M |
| 21 | Ninety One SA (PTY) Ltd | 0.87% | 255,909 | $20.2M |
| 22 | Washington Trust Advisors, Inc. | 0.87% | 133,815 | $10.7M |
| 23 | TSFG, LLC | 0.86% | 70,834 | $6K |
| 24 | Robbins Farley | 0.86% | 24,264 | $1.9M |
| 25 | BEESE FULMER INVESTMENT MANAGEMENT, INC. | 0.83% | 160,839 | $12.9M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|