13F stock ownership research
XYZ institutional ownership: holders, changes, and four-quarter trend
This reverse-ownership view starts with XYZ 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 XYZ this quarter
XYZ's current holder list starts with reported scale. 2 active managers reported $426.9M in aggregate value. Tiger Global Management is the largest tracked holder. The sample is too small for a broad concentration reading.
The quarter's holder activity is clearest in the largest changes. Tiger Global Management made the largest measured share-count move at -37.2%. 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 is below the trailing average of 2.8. Aggregate value also moves with quarter-end share prices, so dollar changes do not measure active buying by themselves.
XYZ becomes easier to judge beside related companies. Related ownership pages include AXP, HOOD, CB. Return to XYZ 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 2 current or exited observations for XYZ, ordered by reported market value.
| Holder | Shares | Reported value | Portfolio weight | Share change | Status |
|---|---|---|---|---|---|
| Tiger Global Management2026-03-31 | 4,000,000 | $240.72M | 1.05% | -37.2% | Reduced |
| ARK Invest2026-03-31 | 3,093,936 | $186.19M | 1.45% | -8.2% | Reduced |
Quarter-over-quarter activity
Holder changes
New holders 0
- No matching holder in the current tracked quarter.
Increased 0
- No matching holder in the current tracked quarter.
Reduced 2
- Tiger Global Management$240.72M · -37.2%
- ARK Invest$186.19M · -8.2%
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.
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.
| Quarter | Holders | Reported value | Shares | New | Exits |
|---|---|---|---|---|---|
| 2026-03-31 | 2 | $426.91M | 7,093,936 | 0 | 0 |
| 2025-12-31 | 2 | $633.74M | 9,736,296 | 0 | 1 |
| 2025-09-30 | 3 | $539.62M | 7,466,727 | 0 | 0 |
| 2025-06-30 | 3 | $521.56M | 7,677,895 | 0 | 0 |
Financials
How XYZ compares
- Holders
- 1
- Value
- $45.86B
- Top 5
- 100.0%
- Holders
- 1
- Value
- $416.01M
- Top 5
- 100.0%
- Holders
- 2
- Value
- $11.17B
- Top 5
- 100.0%
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 XYZ institutional ownership
Who is the largest tracked institutional holder of XYZ?
Tiger Global Management is the largest active holder in the current XYZ sample, reporting $240.7M. The XYZ holder table ranks every matched manager.
Which institution increased its XYZ position the most?
No increase or new XYZ position appears in the current tracked cycle. Review the XYZ change section after the next filing update.
Which institution reduced or exited XYZ most significantly?
Tiger Global Management recorded the largest reduction or exit by prior reported value. Compare it with the other XYZ holder changes.
Did new holders enter or existing holders exit XYZ?
No new XYZ holder entered the tracked sample. No tracked XYZ holder exited. Named managers are shown in the XYZ activity grid.
How concentrated is tracked ownership in XYZ?
The XYZ sample contains too few active managers for a broad concentration conclusion. The XYZ holder table shows the named positions that are available.
How has tracked ownership in XYZ changed across four quarters?
The latest cycle has 2 active holders versus 3 in the oldest displayed comparison quarter. The XYZ four-quarter series separates holder count, shares, and reported value.
What company evidence should be checked alongside XYZ's 13F changes?
Use the XYZ 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.