XLY Institutional Ownership
Who owns XLY and what the big funds did with it last quarter, from every SEC 13F filing. 1,311 funds reported holding XLY at Jun 30, 2026.
- ●557 buying vs 539 selling
- ▼Shares held by funds -1.8%
- ▲Funds holding +18
- ▼Superinvestors: 1 added, 3 cut
- ●Put/call 5.13 to 5.24
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 | 1,311 | 1,293 | +1.4% |
| In funds' top 10 | 32 | 37 | −13.5% |
| 13F shares | 154M | 156M | −1.8% |
| Held by funds | – | – | – |
| New positions | 121 | 82 | +47.6% |
| Increased | 436 | 397 | +9.8% |
| Reduced | 442 | 494 | −10.5% |
| Sold out | 97 | 155 | −37.4% |
| Calls (shares) | 2.3M | 2.1M | +9.5% |
| Puts (shares) | 12.3M | 11M | +11.8% |
| Put/call ratio | 5.24 | 5.13 | +2.2% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in XLY
All superinvestors →
Who owns XLY
share of fund held shares- Index and passive funds1.0%
- Active managers and hedge funds35.3%
- Banks and brokers59.3%
- Pensions, insurers and other4.4%
The top 10 holders own 56.4% of all XLY shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
883 funds changed their position- Jpmorgan Chase & CoTrimmed−1.7M sh
- Barclays PLCAdded+916K sh
- NatixisAdded+898K sh
- Migdal Insurance & Financial Holdings Ltd.Trimmed−603K sh
- Citigroup IncTrimmed−458K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Bank of America Corp /de/ | – | 39.6M | $4.6B | +641K |
| 2 | Jpmorgan Chase & Co | – | 13.2M | $1.5B | +223K |
| 3 | Morgan Stanley | – | 8.1M | $953M | +27K |
| 4 | Wells Fargo & Company/mn | – | 5.8M | $684M | +119K |
| 5 | UBS Group AG | – | 4.1M | $483M | −560K |
| 6 | Goldman Sachs Group Inc | – | 3.6M | $417M | +145K |
| 7 | Migdal Insurance & Financial Holdings Ltd. | – | 3.2M | $379M | +271K |
| 8 | Raymond James Financial Inc | – | 3.1M | $366M | +123K |
| 9 | Focus Partners Wealth | – | 3M | $355M | +4,981 |
| 10 | LPL Financial LLC | – | 2.8M | $328M | −259K |
- Janney Montgomery Scott LLC+1.6M sh+$189M
- Nissay Asset Management Corp /japan+1.6M sh+$186M
- Menora Mivtachim Holdings Ltd.+714K sh+$83.7M
- Bnp Paribas Financial Markets+649K sh+$76.1M
- Bank of America Corp /de/+641K sh+$75.2M
- Citigroup Inc+492K sh+$57.7M
- State Street Corp+359K sh+$42.1M
- Ashton Thomas Private Wealth, LLC+330K sh+$38.7M
- Barclays PLC−1.5M sh−$177M
- Charles Schwab Investment Management Inc−1.3M sh−$139M
- CIBC World Market Inc.−879K sh−$103M
- Millennium Management LLC−854K sh−$100M
- Envestnet Asset Management Inc−737K sh−$86.4M
- Two Sigma Investments, LP−667K sh−$78.2M
- BlackRock, Inc.−607K sh−$71.2M
- UBS Group AG−560K sh−$65.7M
XLY institutional ownership FAQ
Who owns the most XLY stock?
In Q2 2026 13F filings the largest holder of XLY was Bank of America Corp /de/, followed by Jpmorgan Chase & Co and Morgan Stanley. Index fund managers are usually the biggest holders of large companies.
What percentage of XLY is owned by institutions?
1,311 funds reported holding 154M XLY shares at Jun 30, 2026.
Are hedge funds buying XLY?
In Q2 2026, 557 funds bought XLY (121 of them new positions) and 539 sold (97 sold out completely). Among well known investors, 1 added and 3 cut. Our fund sentiment for XLY is neutral.
What is XLY's institutional put/call ratio?
Funds reported $1.4B of XLY puts against $275M of calls, a put/call ratio of 5.24 (5.13 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this XLY 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.