Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
RWWM, Inc. | 44 | 44 | 8.79% | 18.34% | 29.29% | Q4 2012 | Q3 2023 | 44 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 43 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
CITIGROUP INC | 24 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
DIMENSIONAL FUND ADVISORS LP | 33 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
DEUTSCHE BANK AG\ | 35 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 40 |
RHUMBLINE ADVISERS | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
BNP PARIBAS FINANCIAL MARKETS | 35 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 39 |
BARCLAYS PLC | 27 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
BANK OF AMERICA CORP /DE/ | 30 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
FIRST MANHATTAN CO. LLC. | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 38 |
WELLS FARGO & COMPANY/MN | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 38 |
Covington Capital Management | 38 | 38 | 0.05% | 0.09% | 0.14% | Q2 2013 | Q3 2022 | 38 |
METROPOLITAN LIFE INSURANCE CO/NY | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 38 |
GEODE CAPITAL MANAGEMENT, LLC | 36 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Tower Research Capital LLC (TRC) | 16 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 36 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
ELM ADVISORS, LLC | 33 | 33 | 0.32% | 0.40% | 0.54% | Q4 2013 | Q4 2021 | 33 |
Sand Hill Global Advisors, LLC | 30 | 1 | 0.01% | 0.25% | 1.15% | Q3 2013 | Q4 2021 | 32 |
Neuberger Berman Group LLC | 30 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 32 |
BlackRock Inc. | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
Mraz, Amerine & Associates, Inc. | 18 | 1 | 0.05% | 0.08% | 0.14% | Q3 2013 | Q3 2023 | 31 |
SHAYNE & JACOBS, LLC | 31 | 31 | 0.26% | 0.69% | 1.53% | Q1 2016 | Q3 2023 | 31 |
Legal & General Group Plc | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
JPMORGAN CHASE & CO | 24 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 23 | 1 | 0.04% | 0.20% | 0.29% | Q3 2013 | Q4 2021 | 26 |
Caprock Group, LLC | 26 | 26 | 0.12% | 0.21% | 0.30% | Q2 2017 | Q3 2023 | 26 |
Renaissance Technologies | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 26 |
Lourd Capital, LLC | 25 | 25 | 0.56% | 0.94% | 2.76% | Q2 2013 | Q2 2019 | 25 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 24 |
ASHFORD CAPITAL MANAGEMENT INC | 23 | 23 | 0.30% | 0.77% | 1.39% | Q2 2013 | Q4 2018 | 23 |
AMERIPRISE FINANCIAL INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 23 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 16 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2021 | 21 |
PRICE T ROWE ASSOCIATES INC /MD/ | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Russell Investments Group, Ltd. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Mutual Advisors, LLC | 18 | 18 | 0.01% | 0.04% | 0.10% | Q4 2017 | Q1 2022 | 18 |
HighTower Advisors, LLC | 17 | 17 | 0.02% | 0.04% | 0.07% | Q3 2019 | Q3 2023 | 17 |
ALLIANCEBERNSTEIN L.P. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Creative Planning | 8 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2017 | 14 |
OSAIC HOLDINGS, INC. | 11 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
INSIGHT 2811, INC. | 14 | 14 | 0.31% | 0.46% | 0.68% | Q2 2013 | Q3 2016 | 14 |
GOLDMAN SACHS GROUP INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 13 |
PANAGORA ASSET MANAGEMENT INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 13 |
BANK OF MONTREAL /CAN/ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2021 | 12 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 12 |
HUNTINGTON NATIONAL BANK | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2011 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2015 | 10 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2023 | 8 |
FMR LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
AMALGAMATED BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
TRUST CO OF VERMONT | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 7 |
TWO SIGMA INVESTMENTS, LP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 7 |
HSBC HOLDINGS PLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2020 | 6 |
Rockefeller Capital Management L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
EQUITABLE TRUST CO | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
STANSBERRY ASSET MANAGEMENT, LLC | 5 | 5 | 0.09% | 0.16% | 0.20% | Q3 2021 | Q3 2022 | 5 |
UBS AG | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 5 |
Aquamarine Zurich AG | 5 | 5 | 1.55% | 1.66% | 1.79% | Q3 2022 | Q3 2023 | 5 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 5 |
Aquamarine Capital Management, LLC | 5 | 5 | 1.63% | 1.78% | 1.88% | Q2 2021 | Q2 2022 | 5 |
LAZARD ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
Steward Partners Investment Advisory, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 5 |
CREDIT SUISSE AG/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2022 | 5 |
Squarepoint Ops LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
WHITTIER TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
M&R CAPITAL MANAGEMENT INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
JANE STREET GROUP, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 4 |
Invesco Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2022 | 4 |
EVERETT HARRIS & CO /CA/ | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AQR Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
BIGLARI CAPITAL CORP. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2013 | Q3 2014 | 4 |
Wealthspire Advisors, L.P. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Dorsey Wright & Associates | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
FRONTIER INVESTMENT MGMT CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Alambic Investment Management, L.P. | 2 | 2 | 0.52% | 0.79% | 1.06% | Q4 2019 | Q1 2020 | 2 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Virtu KCG Holdings LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
RUSSELL FRANK CO/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q2 2021 | 2 |
Boston Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
AXA S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 2 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 2 |
Lindbrook Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
MARTINGALE ASSET MANAGEMENT L P | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
UBS ASSET MANAGEMENT AMERICAS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 2 |
PNC FINANCIAL SERVICES GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2013 | Q2 2013 | 1 |
DRH Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
GFI Investment Counsel Ltd. | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2021 | Q1 2021 | 1 |
Covestor Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
VOYA INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Virtus Fund Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Gardner Russo & Gardner | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Nishkama Capital, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2019 | Q4 2019 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own DAILY JOURNAL CORP or have owned DAILY JOURNAL CORP in the past.