13F institutional ownership facts

Institutions tracked

50

Reported value

$518,941,712.00

Reported shares

2,286,389

Latest filing period

Q2 2026

Top institutional holders

  1. Capital International Investors · $8,965,880,965 · 1.85%
  2. Wellington Management · $3,445,251,168 · 0.59%
  3. Capital World Investors · $4,545,947,796 · 0.54%
  4. T. Rowe Price · $4,196,725,000 · 0.42%
  5. Legal & General · $1,599,351,142 · 0.33%
  6. Amundi · $1,211,943,538 · 0.29%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$WELL

Institutional Holdings

50

Top Institutions

Top Institutions

1

Capital International Investors

39,500,055 shares

1.85%

% of Portfolio

2

Wellington Management

15,179,324 shares

0.59%

% of Portfolio

3

Capital World Investors

20,028,842 shares

0.54%

% of Portfolio

4

T. Rowe Price

18,490,213 shares

0.42%

% of Portfolio

5

Legal & General

7,046,531 shares

0.33%

% of Portfolio

6

Amundi

5,339,664 shares

0.29%

% of Portfolio

7

Charles Schwab

9,394,281 shares

0.28%

% of Portfolio

8

State Street Corp

42,138,810 shares

0.28%

% of Portfolio

9

Larry Fink - BlackRock

78,049,214 shares

0.26%

% of Portfolio

10

Northern Trust Corp

9,292,543 shares

0.25%

% of Portfolio

11

Voya Investment Mgmt

1,301,160 shares

0.25%

% of Portfolio

12

Nuveen

4,521,315 shares

0.24%

% of Portfolio

13

Geode Capital Management

17,685,516 shares

0.21%

% of Portfolio

14

New York State Teachers Retirement System - New York State Teachers Retirement System

510,390 shares

0.21%

% of Portfolio

15

WCM Investment Management

3,346,803 shares

1.38%

% of Portfolio

16

Ron Baron - Baron Capital

1,232,060 shares

0.42%

% of Portfolio

17

Canada Pension Plan Investment Board

2,328,059 shares

0.29%

% of Portfolio

18

Mitsubishi Ufj Asset Management Co., Ltd.

2,334,400 shares

0.29%

% of Portfolio

19

CalPERS

1,551,984 shares

0.20%

% of Portfolio

20

Adage Capital Partners

589,606 shares

0.19%

% of Portfolio

21

David Solomon - Goldman Sachs

8,135,502 shares

0.16%

% of Portfolio

22

Fidelity International (FIL)

942,527 shares

0.15%

% of Portfolio

23

PFA Pension

254,757 shares

0.15%

% of Portfolio

24

Dmitry Balyasny - Balyasny Asset Management

414,420 shares

0.12%

% of Portfolio

25

Ensign Peak Advisors

329,234 shares

0.12%

% of Portfolio

26

Invesco

6,569,461 shares

0.12%

% of Portfolio

27

Morgan Stanley

9,762,078 shares

0.12%

% of Portfolio

28

PSP Investments

201,566 shares

0.12%

% of Portfolio

29

Jamie Dimon - JPMorgan Chase

8,588,951 shares

0.11%

% of Portfolio

30

Joel Greenblatt - Gotham Asset Management

207,523 shares

0.11%

% of Portfolio

31

David E. Shaw - D.E. Shaw & Co.

928,983 shares

0.10%

% of Portfolio

32

BNP Paribas

1,137,353 shares

0.09%

% of Portfolio

33

Neuberger Berman

591,550 shares

0.09%

% of Portfolio

34

Israel Englander - Millennium Management

549,529 shares

0.05%

% of Portfolio

35

UBS Group

1,596,229 shares

0.05%

% of Portfolio

36

Robeco Institutional Asset Management

308,331 shares

0.09%

% of Portfolio

37

Jan van Eck - VanEck

501,172 shares

0.07%

% of Portfolio

38

Cliff Asness - AQR Capital Management

467,445 shares

0.04%

% of Portfolio

39

SG Americas Securities

310,350 shares

0.04%

% of Portfolio

40

Franklin Resources

474,996 shares

0.02%

% of Portfolio

41

Two Sigma Investments

33,799 shares

0.01%

% of Portfolio

42

Ken Griffin - Citadel Advisors

561,228 shares

0.01%

% of Portfolio

43

PNC Financial Services

224,490 shares

0.03%

% of Portfolio

44

Mike Hankin - Brown Advisory INC

23,295 shares

0.01%

% of Portfolio

45

Lazard Asset Management

2,913 shares

NaN%

% of Portfolio

46

Ken Fisher - Fisher Asset Management

1,983 shares

NaN%

% of Portfolio

47

Jane Street Group

0 shares

0.00%

% of Portfolio

48

Macquarie Group

703,258 shares

0.69%

% of Portfolio

49

Natixis

368,550 shares

0.34%

% of Portfolio

50

Louis Moore Bacon - Moore Capital Management

90,277 shares

0.30%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

43%

LARGE

36%

MEDIUM

29%

SMALL

-8%

Geographic Distribution

North America
73%
Europe
26%
Asia Pacific
14%
Other
5%

Institutional Activity

Buyers

58

Sellers

31

Holders

74

New

15

Exited

7

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Insider TradingPRO

Trading Statistics

Insider Buyers

21

Insider Sellers

31

Purchase Value

$22.5M

Role Distribution

CEO
28%
CFO
19%
Director
36%
VP
12%
Other
5%
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RatingPRO

83

A-

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
78
Recent Activity
86
Concentration
89
Momentum
87
Stability
62

Recent Actions

New

13

Increased

31

Decreased

17

Exited

6

Total

50

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