L3VLUP
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
26
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 7 listed it in both
Shares listed
5,416,313
combined, among listed positions
Reported value
$1.3bn
combined, at the quarter end

Among the 92 comparable managers: 15 buyers (opened or added shares) and 16 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -465,536.

Managers listing RMD in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

26 of 26 holders

ActionFiling
Invesco Ltd1,951,933$470munder 0.1%Trimmed-156,83019 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc770,414$186munder 0.1%Trimmed-1,77317 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)415,813$100munder 0.1%Trimmed-464,49317 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP388,393$94munder 0.1%Added+20,46117 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC304,480$73m0.11%Added+246,48012 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP273,609$66munder 0.1%Added+173,60613 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC255,884$62munder 0.1%Added+33,77317 Feb 2026 (the filing on sec.gov)
Man Group PLC199,768$48m0.08%Added+77,65317 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC126,700$31m0.11%Added+119,66417 Feb 2026 (the filing on sec.gov)
Millennium Management LLC118,442$29munder 0.1%Added+28,63117 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC114,157$27munder 0.1%Trimmed-135,43813 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP73,861$18munder 0.1%Added+4,39017 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC71,240$17munder 0.1%Trimmed-31110 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC65,500$16munder 0.1%Trimmed-127,09417 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP62,834$15m0.50%Added+55,26210 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC48,770$12munder 0.1%Trimmed-12,18927 Oct 2026 (the filing on sec.gov)
Susquehanna International Group LLP43,009$10munder 0.1%Trimmed-6,79817 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP41,400$10.0munder 0.1%Added+33,20017 Feb 2026 (the filing on sec.gov)
Bridgewater Associates LP32,924$7.9munder 0.1%Added+94213 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.23,589$5.7munder 0.1%Trimmed-1,12717 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd16,016$3.9munder 0.1%Trimmed-80617 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC5,955$1.4munder 0.1%Trimmed-28,55012 Feb 2026 (the filing on sec.gov)
Caxton Associates LLP4,225$1.0munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Woodline Partners LP2,669$643kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP2,486$599kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
11 in Q3 2024 to 13 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
RMD by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20137$351mn.a.n.a.
Q3 20135$464mn.a.n.a.
Q4 20137$486mn.a.n.a.
Q1 20148$648mn.a.n.a.
Q2 20145$738mn.a.n.a.
Q3 20145$502mn.a.n.a.
Q4 20146$1.0bnn.a.n.a.
Q1 20156$1.2bnn.a.n.a.
Q2 20156$688mn.a.n.a.
Q3 20159$661mn.a.n.a.
Q4 20159$902mn.a.n.a.
Q1 201617$954mn.a.n.a.
Q2 201611$1.0bnn.a.n.a.
Q3 201614$1.1bnn.a.n.a.
Q4 20164$1.0bnn.a.n.a.
Q1 20175$1.1bnn.a.n.a.
Q2 20176$1.6bnn.a.n.a.
Q3 20174$1.8bnn.a.n.a.
Q4 20177$2.1bnn.a.n.a.
Q1 20189$2.6bnn.a.n.a.
Q2 201815$2.7bnn.a.n.a.
Q3 201816$2.7bnn.a.n.a.
Q4 201815$2.5bnn.a.n.a.
Q1 20199$2.0bnn.a.n.a.
Q2 201910$2.5bnn.a.n.a.
Q3 201913$2.7bnn.a.n.a.
Q4 201910$3.1bnn.a.n.a.
Q1 202014$2.9bnn.a.n.a.
Q2 20208$3.7bnn.a.n.a.
Q3 202015$3.0bnn.a.n.a.
Q4 20209$3.7bnn.a.n.a.
Q1 202110$2.9bnn.a.n.a.
Q2 202112$3.7bnn.a.n.a.
Q3 202115$4.2bnn.a.n.a.
Q4 202118$3.5bnn.a.n.a.
Q1 202210$4.0bnn.a.n.a.
Q2 202211$3.4bnn.a.n.a.
Q3 202213$3.9bnn.a.n.a.
Q4 202219$3.7bnn.a.n.a.
Q1 202321$3.9bnn.a.n.a.
Q2 202326$3.7bnn.a.n.a.
Q3 202317$1.9bnn.a.n.a.
Q4 202310$1.0bn312
Q1 20248$513m45
Q2 20249$574m56
Q3 202411$1.0bn65
Q4 20249$914m55
Q1 20259$844m73
Q2 20257$810m44
Q3 20258$1.1bn62
Q4 202511$1.0bn1516
Q1 20269$919m1615
Q2 202613$1.1bn2111

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

RMD and LLY →RMD and JNJ →RMD and VRTX →Choose a stock to compare with RMD →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own RMD, latest filings →Back to the 13F Explorer →