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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Principal Financial Group Inc. | 37,566,551 | $1,757,156 | 12/31/2023 | USMC | 37,566,551 | $1,757,156 | 12/31/2023 | Principal Securities Inc. | 1,676,822 | $78,408 | 12/31/2023 | USMC | 1,676,822 | $78,408 | 12/31/2023 | Envestnet Asset Management Inc. | 1,640,739 | $76,721 | 12/31/2023 | USMC | 1,640,739 | $76,721 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 431,853 | $22,180 | 03/31/2024 | USMC | 431,853 | $22,180 | 03/31/2024 | LPL Financial LLC | 466,249 | $21,802 | 12/31/2023 | USMC | 466,249 | $21,802 | 12/31/2023 | Legacy CG LLC | 362,439 | $18,615 | 03/31/2024 | USMC | 362,439 | $18,615 | 03/31/2024 | O Brien Wealth Partners LLC | 351,527 | $18,054 | 03/31/2024 | USMC | 351,527 | $18,054 | 03/31/2024 | GWM Advisors LLC | 272,576 | $12,958 | 12/31/2023 | USMC | 272,576 | $12,958 | 12/31/2023 | Morgan Stanley | 261,943 | $12,248 | 12/31/2023 | USMC | 261,943 | $12,248 | 12/31/2023 | Raymond James & Associates | 235,996 | $12,121 | 03/31/2024 | USMC | 235,996 | $12,121 | 03/31/2024 | Wells Fargo & Company MN | 219,096 | $10,245 | 12/31/2023 | USMC | 219,096 | $10,245 | 12/31/2023 | Segment Wealth Management LLC | 150,007 | $7,704 | 03/31/2024 | USMC | 150,007 | $7,704 | 03/31/2024 | Jackson Wealth Management LLC | 80,379 | $3,759 | 12/31/2023 | USMC | 80,379 | $3,759 | 12/31/2023 | Commonwealth Equity Services LLC | 57,161 | $2,673 | 12/31/2023 | USMC | 57,161 | $2,673 | 12/31/2023 | Goldman Sachs Group Inc. | 36,695 | $1,716 | 12/31/2023 | USMC | 36,695 | $1,716 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 26,906 | $1,382 | 03/31/2024 | USMC | 26,906 | $1,382 | 03/31/2024 | Wealth Enhancement Advisory Services LLC | 22,315 | $1,146 | 03/31/2024 | USMC | 22,315 | $1,146 | 03/31/2024 | One Capital Management LLC | 20,759 | $971 | 12/31/2023 | USMC | 20,759 | $971 | 12/31/2023 | JPMorgan Chase & Co. | 16,682 | $780 | 12/31/2023 | USMC | 16,682 | $780 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 14,580 | $682 | 12/31/2023 | USMC | 14,580 | $682 | 12/31/2023 | Royal Bank of Canada | 14,014 | $655 | 12/31/2023 | USMC | 14,014 | $655 | 12/31/2023 | Cary Street Partners Investment Advisory LLC | 13,100 | $613 | 12/31/2023 | USMC | 13,100 | $613 | 12/31/2023 | Jane Street Group LLC | 12,790 | $598 | 12/31/2023 | USMC | 12,790 | $598 | 12/31/2023 | MML Investors Services LLC | 9,852 | $461 | 12/31/2023 | USMC | 9,852 | $461 | 12/31/2023 | Kraft Davis & Associates LLC | 9,241 | $446 | 12/31/2023 | USMC | 9,241 | $446 | 12/31/2023 | Susquehanna International Group LLP | 8,793 | $411 | 12/31/2023 | USMC | 8,793 | $411 | 12/31/2023 | Advisor Group Holdings Inc. | 7,652 | $358 | 12/31/2023 | USMC | 7,652 | $358 | 12/31/2023 | Laidlaw Wealth Management LLC | 7,331 | $343 | 12/31/2023 | USMC | 7,331 | $343 | 12/31/2023 | Baird Financial Group Inc. | 6,370 | $298 | 12/31/2023 | USMC | 6,370 | $298 | 12/31/2023 | Atria Wealth Solutions Inc. | 5,035 | $236 | 12/31/2023 | USMC | 5,035 | $236 | 12/31/2023 | Comerica Bank | 1,929 | $90 | 12/31/2023 | USMC | 1,929 | $90 | 12/31/2023 | Proequities Inc. | 1,582 | $74 | 12/31/2023 | USMC | 1,582 | $74 | 12/31/2023 | Smartleaf Asset Management LLC | 1,399 | $66 | 12/31/2023 | USMC | 1,399 | $66 | 12/31/2023 | UBS Group AG | 1,400 | $65 | 12/31/2023 | USMC | 1,400 | $65 | 12/31/2023 | Bank of America Corp DE | 910 | $43 | 12/31/2023 | USMC | 910 | $43 | 12/31/2023 | Iron Horse Wealth Management LLC | 191 | $10 | 03/31/2024 | USMC | 191 | $10 | 03/31/2024 | Pinnacle Bank | 168 | $9 | 03/31/2024 | USMC | 168 | $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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