RWJ Institutional Ownership
Who owns RWJ and what the big funds did with it last quarter, from every SEC 13F filing. 207 funds reported holding RWJ at Jun 30, 2026.
- ●94 buying vs 84 selling
- ▲Shares held by funds +7.7%
- ▲Funds holding +13
- ▲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 | 207 | 194 | +6.7% |
| In funds' top 10 | 4 | 4 | 0.0% |
| 13F shares | 19.9M | 18.5M | +7.7% |
| Held by funds | – | – | – |
| New positions | 27 | 22 | +22.7% |
| Increased | 67 | 77 | −13.0% |
| Reduced | 69 | 48 | +43.8% |
| Sold out | 15 | 16 | −6.3% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in RWJ
All superinvestors →
Who owns RWJ
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds46.2%
- Banks and brokers53.1%
- Pensions, insurers and other0.7%
The top 10 holders own 64.2% of all RWJ shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
141 funds changed their position- LPL Financial LLCAdded+219K sh
- Cambridge Investment Research Advisors, Inc.Trimmed−109K sh
- Morgan StanleyTrimmed−63K sh
- Fsa Wealth Partners, Inc.Trimmed−63K sh
- Bnp Paribas Financial MarketsNew+60K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | – | 2.9M | $174M | −68K |
| 2 | Morgan Stanley | – | 2.8M | $166M | +491K |
| 3 | Bank of America Corp /de/ | – | 1.5M | $88.3M | +145K |
| 4 | Fusion Family Wealth, LLC | – | 1.5M | $87.6M | −27K |
| 5 | UBS Group AG | – | 830K | $49.4M | +45K |
| 6 | Ameriprise Financial Inc | – | 804K | $47.8M | −2,016 |
| 7 | Raymond James Financial Inc | – | 778K | $46.3M | +16K |
| 8 | Osaic Holdings, Inc. | – | 608K | $36.2M | +51K |
| 9 | Focus Partners Wealth | – | 572K | $34M | +16K |
| 10 | Wellington Grp LLC | – | 508K | $30.2M | +23K |
- Morgan Stanley+491K sh+$29.2M
- Fsa Wealth Partners, Inc.+182K sh+$10.8M
- Bank of America Corp /de/+145K sh+$8.6M
- Koshinski Asset Management, Inc.+134K sh+$8M
- Cambridge Investment Research Advisors, Inc.+94K sh+$5.6M
- Advisor OS, LLC+84K sh+$5M
- Osaic Holdings, Inc.+51K sh+$3M
- UBS Group AG+45K sh+$2.7M
- Mariner, LLC−69K sh−$4.1M
- LPL Financial LLC−68K sh−$4.1M
- Patriot Financial Group Insurance Agency, LLC−35K sh−$2.1M
- Sonoma Allocations LLC−35K sh−$1.8M
- Fusion Family Wealth, LLC−27K sh−$1.6M
- Wells Fargo & Company/mn−20K sh−$1.2M
- Ameritas Investment Partners, Inc.−21K sh−$1M
- Adapt Wealth Advisors, LLC−19K sh−$956K
RWJ institutional ownership FAQ
Who owns the most RWJ stock?
In Q2 2026 13F filings the largest holder of RWJ was LPL Financial LLC, followed by Morgan Stanley and Bank of America Corp /de/. Index fund managers are usually the biggest holders of large companies.
What percentage of RWJ is owned by institutions?
207 funds reported holding 19.9M RWJ shares at Jun 30, 2026.
Are hedge funds buying RWJ?
In Q2 2026, 94 funds bought RWJ (27 of them new positions) and 84 sold (15 sold out completely). Among well known investors, 1 added and 0 cut. Our fund sentiment for RWJ is bullish.
What is RWJ's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this RWJ 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.