13F stock ownership research

CRSP institutional ownership: holders, changes, and four-quarter trend

This reverse-ownership view starts with CRSP and shows every matching position in SnowballHare's tracked 13F manager universe. It connects holder-level changes with four-quarter history and company research without presenting delayed filings as live ownership.

Deterministic analysis from filing data

How institutions moved in CRSP this quarter

Institutional positioning in CRSP is visible through the named holders. 1 active managers reported $538.2M in aggregate value. ARK Invest is the largest tracked holder. The sample is too small for a broad concentration reading.

Position changes show where the quarter differed from the prior filing. ARK Invest made the largest measured share-count move at +7.5%. These filings describe quarter-end positions and do not confirm what managers held after the reporting date.

The four-quarter series puts the latest holder count in context. Holder count remains near the trailing average of 1.0. Aggregate value also moves with quarter-end share prices, so dollar changes do not measure active buying by themselves.

CRSP becomes easier to judge beside related companies. Related ownership pages include AAPL, AXP, KO. Return to CRSP stock research for financial statements, earnings, and company risks.

Current 13F snapshot

All institutional holders

Every row below links to the manager's full portfolio page. The table contains 1 current or exited observations for CRSP, ordered by reported market value.

HolderSharesReported valuePortfolio weightShare changeStatus
ARK Invest2026-03-31 11,313,623$538.19M4.19%+7.5%Increased

Quarter-over-quarter activity

Holder changes

New holders 0

  • No matching holder in the current tracked quarter.

Reduced 0

  • No matching holder in the current tracked quarter.

Exited holders 0

  • No matching holder in the current tracked quarter.

Manager universe

Holder type breakdown

Holder types are a deterministic classification of SnowballHare's small tracked-manager universe, not an SEC legal category. The breakdown helps distinguish concentrated investment firms from diversified institutions and family-office style portfolios.

Growth / thematic manager1

Rolling filing history

Last 4 quarters

Quarterly totals aggregate only managers with a tracked filing for the period. A change can reflect buying or selling, stock-price movement, a new manager entering the dataset, or a missing comparable filing.

2026-03-31
1 holders
$538.19M
2025-12-31
1 holders
$551.78M
2025-09-30
1 holders
$634.29M
2025-06-30
1 holders
$495.28M
QuarterHoldersReported valueSharesNewExits
2026-03-311$538.19M11,313,62300
2025-12-311$551.78M10,522,05700
2025-09-301$634.29M9,786,97300
2025-06-301$495.28M10,182,59000

Comparable stocks

How CRSP compares

Peer pages are selected from the same sector and similar reported company scale when data is available. Compare holder count and concentration, but remember that the same limited manager universe can have very different relevance for different stocks.

Filing interpretation

Common questions about CRSP institutional ownership

Who is the largest tracked institutional holder of CRSP?

ARK Invest is the largest active holder in the current CRSP sample, reporting $538.2M. The CRSP holder table ranks every matched manager.

Which institution increased its CRSP position the most?

ARK Invest recorded the largest increase or new position by reported value in the current cycle. Its row appears in the CRSP change section.

Which institution reduced or exited CRSP most significantly?

The current sample does not contain a reduction or exit in CRSP. The CRSP holder changes separates those actions when reported.

Did new holders enter or existing holders exit CRSP?

No new CRSP holder entered the tracked sample. No tracked CRSP holder exited. Named managers are shown in the CRSP activity grid.

How concentrated is tracked ownership in CRSP?

The CRSP sample contains too few active managers for a broad concentration conclusion. The CRSP holder table shows the named positions that are available.

How has tracked ownership in CRSP changed across four quarters?

The latest cycle has 1 active holders versus 1 in the oldest displayed comparison quarter. The CRSP four-quarter series separates holder count, shares, and reported value.

What company evidence should be checked alongside CRSP's 13F changes?

Use the CRSP stock research page to compare institutional moves with revenue, margins, cash flow, insider filings, earnings, and company risks. A delayed ownership filing should not override newer operating evidence.

Primary-source record

Sources and methodology

Source: SEC EDGAR 13F-HR information tables for the managers SnowballHare currently tracks. Rows are aggregated by manager and ticker, then compared with the prior available filing. The dataset is delayed, partial, and historical by design.

Disclaimer: Historical filing data is not investment advice. Check material facts against original SEC records before acting.