DE
Capital Goods
CROWD: GREEN
Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
2283
of 2563 total, index funds excluded
This quarter
+268
160 out
Conviction
11 bps
median holder weight: token bet
Streak
2q
consecutive rising quarters
The crowd, 2016 to now
active holders per quarter
2016Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.
The tide
funds in (up) vs out (down)
Top holders
by reported value · $102.5B held
| Fund | Value | Note |
|---|
| BlackRock, Inc. |
$10.3B |
|
| VANGUARD CAPITAL MANAGEMENT… |
$9.3B |
|
| Capital World Investors |
$6.9B |
|
| STATE STREET CORP |
$6.0B |
|
| JPMORGAN CHASE & CO |
$5.3B |
|
| FMR LLC |
$3.7B |
|
| GEODE CAPITAL MANAGEMENT, L… |
$3.2B |
|
| MORGAN STANLEY |
$2.4B |
|
| VANGUARD PORTFOLIO MANAGEME… |
$2.1B |
|
| Bill and Melinda Gates Foundation |
$2.0B |
famous whale |
Tourists vs true believers
every holder a dot · right = bigger bet in their own book, up = patient money
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.