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Funds Holding USMC

On this page, we present all of the funds holding USMC from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding USMC, with a link to that fund's top holdings. The next columns indicate the amount of USMC stock held by each of the funds holding USMC, followed by the USMC position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 36 funds holding USMC within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Principal Financial Group Inc.. For more details on the positions held by Principal Financial Group Inc. (or by any of the other funds holding USMC), click the fund name in the "Holder" column of the funds-holding-USMC table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Principal Financial Group Inc.37,566,551$1,757,156 12/31/2023
     USMC37,566,551$1,757,156 12/31/2023
Principal Securities Inc.1,676,822$78,408 12/31/2023
     USMC1,676,822$78,408 12/31/2023
Envestnet Asset Management Inc.1,640,739$76,721 12/31/2023
     USMC1,640,739$76,721 12/31/2023
Raymond James Financial Services Advisors Inc.431,853$22,180 03/31/2024
     USMC431,853$22,180 03/31/2024
LPL Financial LLC466,249$21,802 12/31/2023
     USMC466,249$21,802 12/31/2023
Legacy CG LLC362,439$18,615 03/31/2024
     USMC362,439$18,615 03/31/2024
O Brien Wealth Partners LLC351,527$18,054 03/31/2024
     USMC351,527$18,054 03/31/2024
GWM Advisors LLC272,576$12,958 12/31/2023
     USMC272,576$12,958 12/31/2023
Morgan Stanley261,943$12,248 12/31/2023
     USMC261,943$12,248 12/31/2023
Raymond James & Associates235,996$12,121 03/31/2024
     USMC235,996$12,121 03/31/2024
Wells Fargo & Company MN219,096$10,245 12/31/2023
     USMC219,096$10,245 12/31/2023
Segment Wealth Management LLC150,007$7,704 03/31/2024
     USMC150,007$7,704 03/31/2024
Jackson Wealth Management LLC80,379$3,759 12/31/2023
     USMC80,379$3,759 12/31/2023
Commonwealth Equity Services LLC57,161$2,673 12/31/2023
     USMC57,161$2,673 12/31/2023
Goldman Sachs Group Inc.36,695$1,716 12/31/2023
     USMC36,695$1,716 12/31/2023
Cambridge Investment Research Advisors Inc.26,906$1,382 03/31/2024
     USMC26,906$1,382 03/31/2024
Wealth Enhancement Advisory Services LLC22,315$1,146 03/31/2024
     USMC22,315$1,146 03/31/2024
One Capital Management LLC20,759$971 12/31/2023
     USMC20,759$971 12/31/2023
JPMorgan Chase & Co.16,682$780 12/31/2023
     USMC16,682$780 12/31/2023
Northwestern Mutual Wealth Management Co.14,580$682 12/31/2023
     USMC14,580$682 12/31/2023
Royal Bank of Canada14,014$655 12/31/2023
     USMC14,014$655 12/31/2023
Cary Street Partners Investment Advisory LLC13,100$613 12/31/2023
     USMC13,100$613 12/31/2023
Jane Street Group LLC12,790$598 12/31/2023
     USMC12,790$598 12/31/2023
MML Investors Services LLC9,852$461 12/31/2023
     USMC9,852$461 12/31/2023
Kraft Davis & Associates LLC9,241$446 12/31/2023
     USMC9,241$446 12/31/2023
Susquehanna International Group LLP8,793$411 12/31/2023
     USMC8,793$411 12/31/2023
Advisor Group Holdings Inc.7,652$358 12/31/2023
     USMC7,652$358 12/31/2023
Laidlaw Wealth Management LLC7,331$343 12/31/2023
     USMC7,331$343 12/31/2023
Baird Financial Group Inc.6,370$298 12/31/2023
     USMC6,370$298 12/31/2023
Atria Wealth Solutions Inc.5,035$236 12/31/2023
     USMC5,035$236 12/31/2023
Comerica Bank1,929$90 12/31/2023
     USMC1,929$90 12/31/2023
Proequities Inc.1,582$74 12/31/2023
     USMC1,582$74 12/31/2023
Smartleaf Asset Management LLC1,399$66 12/31/2023
     USMC1,399$66 12/31/2023
UBS Group AG1,400$65 12/31/2023
     USMC1,400$65 12/31/2023
Bank of America Corp DE910$43 12/31/2023
     USMC910$43 12/31/2023
Iron Horse Wealth Management LLC191$10 03/31/2024
     USMC191$10 03/31/2024
Pinnacle Bank168$9 03/31/2024
     USMC168$9 03/31/2024

See Summary: Institutional Holders of USMC
See Details: Top 10 Hedge Funds Holding USMC
Also See: USMC Holdings Changes

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