FDV Institutional Ownership
Who owns FDV and what the big funds did with it last quarter, from every SEC 13F filing. 76 funds reported holding FDV at Jun 30, 2026.
- ▲55 buying vs 22 selling
- ▲Shares held by funds +30.9%
- ▲Funds holding +8
- ▲Superinvestors: 1 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 76 | 68 | +11.8% |
| In funds' top 10 | 3 | 4 | −25.0% |
| 13F shares | 22.7M | 17.4M | +30.9% |
| Held by funds | – | – | – |
| New positions | 14 | 11 | +27.3% |
| Increased | 41 | 28 | +46.4% |
| Reduced | 16 | 21 | −23.8% |
| Sold out | 6 | 3 | +100.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in FDV
All superinvestors →
Who owns FDV
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds61.3%
- Banks and brokers38.6%
- Pensions, insurers and other0.1%
The top 10 holders own 74.2% of all FDV shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
51 funds changed their position- Jefferies Financial Group Inc.Sold out−425K sh
- LPL Financial LLCAdded+328K sh
- Raymond James Financial IncAdded+308K sh
- Thrivent Financial for LutheransAdded+268K sh
- Stifel Financial CorpAdded+243K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | – | 3.4M | $107M | +409K |
| 2 | Raymond James Financial Inc | – | 3.3M | $105M | +898K |
| 3 | Northwest Financial Advisors | – | 2.4M | $76.1M | +2.4M |
| 4 | Great Valley Advisor Group, Inc. | – | 1.9M | $60.5M | +101K |
| 5 | Thrivent Financial for Lutherans | – | 1.8M | $57.7M | +44K |
| 6 | Ascension Capital Advisors, Inc. | – | 1.3M | $40.7M | −11K |
| 7 | Envestnet Asset Management Inc | – | 943K | $29.6M | +135K |
| 8 | Bank of America Corp /de/ | – | 666K | $20.9M | +161K |
| 9 | Rockefeller Capital Management L.P. | – | 540K | $16.9M | +95K |
| 10 | Lantz Financial LLC | – | 489K | $15.3M | +41K |
- Northwest Financial Advisors+2.4M sh+$76.1M
- Raymond James Financial Inc+898K sh+$28.2M
- Jefferies Financial Group Inc.+425K sh+$13.3M
- LPL Financial LLC+409K sh+$12.8M
- Cambridge Investment Research Advisors, Inc.+366K sh+$11.5M
- Wells Fargo & Company/mn+206K sh+$6.5M
- Bank of America Corp /de/+161K sh+$5.1M
- Envestnet Asset Management Inc+135K sh+$4.3M
- First Commonwealth Financial Corp /PA/−76K sh−$2.3M
- Focused Alpha, LLC−40K sh−$1.3M
- Commonwealth Equity Services, LLC−17K sh−$522K
- Osaic Holdings, Inc.−17K sh−$520K
- Sanctuary Advisors, LLC−15K sh−$463K
- Susquehanna International Group, LLP−14K sh−$442K
- Gateway Wealth Partners, LLC−14K sh−$433K
- Strategic Financial Concepts, LLC−12K sh−$382K
FDV institutional ownership FAQ
Who owns the most FDV stock?
In Q2 2026 13F filings the largest holder of FDV was LPL Financial LLC, followed by Raymond James Financial Inc and Northwest Financial Advisors. Index fund managers are usually the biggest holders of large companies.
What percentage of FDV is owned by institutions?
76 funds reported holding 22.7M FDV shares at Jun 30, 2026.
Are hedge funds buying FDV?
In Q2 2026, 55 funds bought FDV (14 of them new positions) and 22 sold (6 sold out completely). Among well known investors, 1 added and 0 cut. Our fund sentiment for FDV is strongly bullish.
What is FDV's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this FDV ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.