TJX
Consumer Discretionary Distribution & Retail
CROWD: AMBER
Institutional ownership is building here (9 rising quarters). Not yet crowded, but the quiet phase is ending.
Active holders
2413
of 2700 total, index funds excluded
This quarter
+205
195 out
Conviction
15 bps
median holder weight: token bet
Streak
9q
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 · $158.7B held
| Fund | Value | Note |
|---|
| BlackRock, Inc. |
$17.2B |
|
| VANGUARD CAPITAL MANAGEMENT… |
$11.5B |
|
| STATE STREET CORP |
$7.7B |
|
| GEODE CAPITAL MANAGEMENT, L… |
$4.6B |
|
| FMR LLC |
$4.4B |
|
| MORGAN STANLEY |
$4.3B |
|
| BANK OF AMERICA CORP /DE/ |
$4.0B |
|
| VANGUARD PORTFOLIO MANAGEME… |
$3.2B |
|
| JPMORGAN CHASE & CO |
$2.8B |
|
| NORTHERN TRUST CORP |
$2.2B |
|
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.