Holdings Channel
RIVN Holdings Changes image
This page summarizes the RIVN holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether RIVN is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing RIVN Share Count
Allspring Global Investments Holdings LLC 14 1,470 +1,456 +10400.00%
Barrett & Company Inc. 3 200 +197 +6566.67%
Mirae Asset Global Investments Co. Ltd. 390,336 6,327,941 +5,937,605 +1521.15%
Global Wealth Strategies & Associates 94 860 +766 +814.89%
Hollencrest Capital Management 1,001 8,349 +7,348 +734.07%
Baillie Gifford & Co. 3,106,987 25,301,005 +22,194,018 +714.33%
Planning Capital Management Corp 36 276 +240 +666.67%
Tradewinds Capital Management LLC 162 1,162 +1,000 +617.28%
PSI Advisors LLC 210 1,440 +1,230 +585.71%
Albion Financial Group UT 23,340 104,181 +80,841 +346.36%
Sound Income Strategies LLC 236 1,006 +770 +326.27%
ZRC Wealth Management LLC 193 819 +626 +324.35%
Westside Investment Management Inc. 128 528 +400 +312.50%
NBT Bank N A NY 100 400 +300 +300.00%
Wealth Enhancement Advisory Services LLC 23,426 87,548 +64,122 +273.72%
Center for Financial Planning Inc. 19 71 +52 +273.68%
AdvisorNet Financial Inc 1,718 5,634 +3,916 +227.94%
GHP Investment Advisors Inc. 608 1,932 +1,324 +217.76%
Country Trust Bank 310 810 +500 +161.29%
Robeco Institutional Asset Management B.V. 9,080 23,472 +14,392 +158.50%
Bradley & Co. Private Wealth Management LLC 21 51 +30 +142.86%
Retirement Group LLC 215 515 +300 +139.53%
Valley National Advisers Inc. 350 835 +485 +138.57%
Wealthfront Advisers LLC 81,478 190,172 +108,694 +133.40%
St. Johns Investment Management Company LLC 80 180 +100 +125.00%
Royal Fund Management LLC 44,757 90,810 +46,053 +102.90%
Rakuten Securities Inc. 33,514 66,486 +32,972 +98.38%
Ulland Investment Advisors LLC 36 70 +34 +94.44%
West Paces Advisors Inc. 490 940 +450 +91.84%
Dynamic Advisor Solutions LLC 11,668 21,162 +9,494 +81.37%
Van ECK Associates Corp 236,275 419,645 +183,370 +77.61%
RFG Holdings Inc. 10,255 17,914 +7,659 +74.69%
NBC Securities Inc. 591 997 +406 +68.70%
Hexagon Capital Partners LLC 1,368 2,283 +915 +66.89%
Austin Private Wealth LLC 15,659 25,787 +10,128 +64.68%
Global Retirement Partners LLC 11,029 18,121 +7,092 +64.30%
Sapient Capital LLC 14,059 22,900 +8,841 +62.88%
Red Tortoise LLC 186 302 +116 +62.37%
Valeo Financial Advisors LLC 20,345 33,028 +12,683 +62.34%
Zurcher Kantonalbank Zurich Cantonalbank 115,424 178,959 +63,535 +55.04%
PFG Investments LLC 12,198 17,952 +5,754 +47.17%
Toth Financial Advisory Corp 200 290 +90 +45.00%
True North Advisors LLC 18,578 26,344 +7,766 +41.80%
Sunbelt Securities Inc. 2,475 3,475 +1,000 +40.40%
Stratos Wealth Partners LTD. 13,039 18,197 +5,158 +39.56%
Bear Mountain Capital Inc. 1,112 1,551 +439 +39.48%
Avitas Wealth Management LLC 22,913 31,823 +8,910 +38.89%
Proequities Inc. 8,131 11,257 +3,126 +38.45%
Principal Financial Group Inc. 41,768 57,371 +15,603 +37.36%
Salomon & Ludwin LLC 41 56 +15 +36.59%
Daiwa Securities Group Inc. 60,057 76,544 +16,487 +27.45%
RSM US Wealth Management LLC 10,056 12,780 +2,724 +27.09%
Krane Funds Advisors LLC 219,414 278,790 +59,376 +27.06%
Creative Financial Designs Inc. ADV 4,293 5,293 +1,000 +23.29%
Raymond James Financial Services Advisors Inc. 297,944 361,600 +63,656 +21.37%
Blue Bell Private Wealth Management LLC 34 41 +7 +20.59%
CKW Financial Group 200 240 +40 +20.00%
Janney Montgomery Scott LLC 143,459 171,243 +27,784 +19.37%
Green Alpha Advisors LLC 44,364 52,773 +8,409 +18.95%
Clarius Group LLC 32,569 38,397 +5,828 +17.89%
GPS Wealth Strategies Group LLC 2,780 3,244 +464 +16.69%
American Capital Advisory LLC 789 914 +125 +15.84%
WASHINGTON TRUST Co 200 230 +30 +15.00%
Fjarde AP Fonden Fourth Swedish National Pension Fund 160,800 184,100 +23,300 +14.49%
Financial Management Professionals Inc. 3,149 3,532 +383 +12.16%
Vicus Capital 12,211 13,633 +1,422 +11.65%
SJS Investment Consulting Inc. 11 12 +1 +9.09%
CWM LLC 20,823 22,708 +1,885 +9.05%
Meritage Portfolio Management 51,577 55,697 +4,120 +7.99%
Commonwealth Equity Services LLC 221,758 238,091 +16,333 +7.37%
Caliber Wealth Management LLC 92,282 98,657 +6,375 +6.91%
Essex Financial Services Inc. 11,233 11,983 +750 +6.68%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 6,671 7,111 +440 +6.60%
Assenagon Asset Management S.A. 34,238 36,080 +1,842 +5.38%
Renaissance Capital LLC 423,549 444,825 +21,276 +5.02%
Salem Investment Counselors Inc. 1,064 1,114 +50 +4.70%
DNB Asset Management AS 375,626 393,058 +17,432 +4.64%
Allworth Financial LP 23,131 24,179 +1,048 +4.53%
Fifth Third Bancorp 46,206 47,866 +1,660 +3.59%
North Star Investment Management Corp. 2,923 3,023 +100 +3.42%
Summit Trail Advisors LLC 27,581 28,470 +889 +3.22%
Jamison Private Wealth Management Inc. 7,446 7,683 +237 +3.18%
Private Advisor Group LLC 46,811 48,243 +1,432 +3.06%
DekaBank Deutsche Girozentrale 374,593 384,101 +9,508 +2.54%
JFS Wealth Advisors LLC 293 300 +7 +2.39%
IFM Investors Pty Ltd 136,883 139,868 +2,985 +2.18%
Nelson Van Denburg & Campbell Wealth Management Group LLC 408 413 +5 +1.23%
Perigon Wealth Management LLC 14,997 15,102 +105 +0.70%
Fortitude Family Office LLC 1,727 1,733 +6 +0.35%
Parkside Financial Bank & Trust 1,689 1,690 +1 +0.06%
13F Filers Reporting New Positions In RIVN
Activest Wealth Management 0 0 UNCH 100%
Greenleaf Trust 0 11,256 +11,256 +100%
Brown Advisory Inc. 0 35,577 +35,577 +100%
Busey Wealth Management 0 20,150 +20,150 +100%
Northwest Investment Counselors LLC 0 650 +650 +100%
Palisade Asset Management LLC 0 1,500 +1,500 +100%
Sigma Planning Corp 0 13,719 +13,719 +100%
Benjamin Edwards Inc. 0 3,000 +3,000 +100%
IMC Chicago LLC 0 51,739 +51,739 +100%
YHB Investment Advisors Inc. 0 825 +825 +100%
Mather Group LLC. 0 915 +915 +100%
Investment House LLC 0 40,045 +40,045 +100%
Private Ocean LLC 0 1,550 +1,550 +100%
Dakota Wealth Management 0 15,290 +15,290 +100%
MV Capital Management Inc. 0 107 +107 +100%
Mn Services Vermogensbeheer B.V. 0 268,900 +268,900 +100%
Mutual Advisors LLC 0 26,469 +26,469 +100%
Farmers & Merchants Trust Co of Chambersburg PA 0 55 +55 +100%
LifeSteps Financial Inc. 0 1,516 +1,516 +100%
Steel Peak Wealth Management LLC 0 24,225 +24,225 +100%
First Pacific Financial 0 200 +200 +100%
Foster Group Inc. 0 10,860 +10,860 +100%
Collective Family Office LLC 0 13,777 +13,777 +100%
Strategic Planning Group LLC 0 79,181 +79,181 +100%
DB Fitzpatrick & Co Inc 0 809 +809 +100%
HB Wealth Management LLC 0 12,626 +12,626 +100%
Simplicity Wealth LLC 0 22,357 +22,357 +100%
DecisionPoint Financial LLC 0 50 +50 +100%
Global Assets Advisory LLC 0 52,422 +52,422 +100%
Sharper & Granite LLC 0 10,000 +10,000 +100%
Register Financial Advisors LLC 0 760 +760 +100%
Glass Jacobson Investment Advisors llc 0 40 +40 +100%
Grey Fox Wealth Advisors LLC 0 25,116 +25,116 +100%
Portman Square Capital LLP 0 71,628 +71,628 +100%
OFI Invest Asset Management 0 1,408 +1,408 +100%
Norden Group LLC 0 12,012 +12,012 +100%
13F Filers With Unchanged Share Count
CENTRAL TRUST Co 1,725 1,725 UNCH 0.00%
Horizon Bancorp Inc. IN 10 10 UNCH 0.00%
California Public Employees Retirement System 945,042 945,042 UNCH 0.00%
Tompkins Financial Corp 190 190 UNCH 0.00%
Fishman Jay A Ltd. MI 15,900 15,900 UNCH 0.00%
Amazon com Inc 158,363,834 158,363,834 UNCH 0.00%
Baldwin Brothers Inc. MA 14 14 UNCH 0.00%
Pittenger & Anderson Inc. 30 30 UNCH 0.00%
M&R Capital Management Inc. 125 125 UNCH 0.00%
Proffitt & Goodson Inc. 330 330 UNCH 0.00%
Central Bank & Trust Co. 1,500 1,500 UNCH 0.00%
First United Bank Trust 100 100 UNCH 0.00%
Nordea Investment Management AB 42,401 42,401 UNCH 0.00%
Farmers & Merchants Investments Inc. 50 50 UNCH 0.00%
Whittier Trust Co. of Nevada Inc. 525 525 UNCH 0.00%
Canal Insurance CO 130,000 130,000 UNCH 0.00%
AlphaMark Advisors LLC 53 53 UNCH 0.00%
Bangor Savings Bank 170 170 UNCH 0.00%
Indiana Trust & Investment Management CO 50 50 UNCH 0.00%
Sumitomo Mitsui DS Asset Management Company Ltd 47,384 47,384 UNCH 0.00%
Atlas Capital Advisors LLC 9 9 UNCH 0.00%
Exchange Traded Concepts LLC 655 655 UNCH 0.00%
Asset Dedication LLC 293 293 UNCH 0.00%
State of New Jersey Common Pension Fund D 388,765 388,765 UNCH 0.00%
Rocky Mountain Advisers LLC 1,744 1,744 UNCH 0.00%
Perkins Coie Trust Co 500 500 UNCH 0.00%
Livforsakringsbolaget Skandia Omsesidigt 500 500 UNCH 0.00%
JNBA Financial Advisors 100 100 UNCH 0.00%
Blume Capital Management Inc. 50 50 UNCH 0.00%
Oakworth Capital Inc. 308 308 UNCH 0.00%
Capital Advisors Ltd. LLC 1,136 1,136 UNCH 0.00%
Cranbrook Wealth Management LLC 325 325 UNCH 0.00%
MCF Advisors LLC 200 200 UNCH 0.00%
Compagnie Lombard Odier SCmA 3,110 3,110 UNCH 0.00%
Roble Belko & Company Inc 6 6 UNCH 0.00%
Moisand Fitzgerald Tamayo LLC 100 100 UNCH 0.00%
Sugarloaf Wealth Management LLC 605 605 UNCH 0.00%
Mascoma Wealth Management LLC 200 200 UNCH 0.00%
Bfsg LLC 20 20 UNCH 0.00%
Bogart Wealth LLC 1,630 1,630 UNCH 0.00%
Global Trust Asset Management LLC 200 200 UNCH 0.00%
West Branch Capital LLC 902 902 UNCH 0.00%
Burkett Financial Services LLC 375 375 UNCH 0.00%
Princeton Global Asset Management LLC 500 500 UNCH 0.00%
Bay Harbor Wealth Management LLC 40 40 UNCH 0.00%
Prestige Wealth Management Group LLC 125 125 UNCH 0.00%
Your Advocates Ltd. LLP 17 17 UNCH 0.00%
Banque Cantonale Vaudoise 49,082 49,082 UNCH 0.00%
Maryland State Retirement & Pension System 51,025 51,025 UNCH 0.00%
Cedar Mountain Advisors LLC 508 508 UNCH 0.00%
Pacifica Partners Inc. 1,500 1,500 UNCH 0.00%
PFG Private Wealth Management LLC 30 30 UNCH 0.00%
Atticus Wealth Management LLC 400 400 UNCH 0.00%
Bellevue Asset Management LLC 705 705 UNCH 0.00%
Key Financial Inc 20 20 UNCH 0.00%
CVA Family Office LLC 6 6 UNCH 0.00%
Game Plan Financial Advisors LLC 55 55 UNCH 0.00%
Moser Wealth Advisors LLC 500 500 UNCH 0.00%
Gleason Group Inc. 600 600 UNCH 0.00%
IAG Wealth Partners LLC 157 157 UNCH 0.00%
Rise Advisors LLC 485 485 UNCH 0.00%
DHJJ Financial Advisors Ltd. 100 100 UNCH 0.00%
MBL Wealth LLC 20,800 20,800 UNCH 0.00%
Robbins Farley LLC 5 5 UNCH 0.00%
SOA Wealth Advisors LLC. 159 159 UNCH 0.00%
Prysm Capital L.P. 771,551 771,551 UNCH 0.00%
Morton Brown Family Wealth LLC 83 83 UNCH 0.00%
FSC Wealth Advisors LLC 250 250 UNCH 0.00%
Armstrong Advisory Group Inc. 1,155 1,155 UNCH 0.00%
Signature Resources Capital Management LLC 7 7 UNCH 0.00%
V Square Quantitative Management LLC 7,213 7,213 UNCH 0.00%
Trifecta Capital Advisors LLC 300 300 UNCH 0.00%
Compass Wealth Management LLC 600 600 UNCH 0.00%
Halpern Financial Inc. 2,000 2,000 UNCH 0.00%
Arlington Trust Co LLC 1,500 1,500 UNCH 0.00%
Peoples Bank KS 5,000 5,000 UNCH 0.00%
PFS Partners LLC 1,482 1,482 UNCH 0.00%
Financial Perspectives Inc 445 445 UNCH 0.00%
Naples Money Management LLC 249 249 UNCH 0.00%
Wetzel Investment Advisors Inc. 9 9 UNCH 0.00%
Sachetta LLC 119 119 UNCH 0.00%
Voisard Asset Management Group Inc. 102 102 UNCH 0.00%
Fairman Group LLC 1,547 1,547 UNCH 0.00%
13F Filers Decreasing RIVN Share Count
Concord Wealth Partners 202 2 -200 -99.01%
Massmutual Trust Co. FSB ADV 4,068 117 -3,951 -97.12%
JJJ Advisors Inc. 626 29 -597 -95.37%
Sanders Morris Harris LLC 125,000 9,282 -115,718 -92.57%
Sloy Dahl & Holst LLC 442,192 51,139 -391,053 -88.44%
Spire Wealth Management 21,858 4,023 -17,835 -81.59%
Whittier Trust Co. 10,308 2,254 -8,054 -78.13%
Nisa Investment Advisors LLC 143,510 33,000 -110,510 -77.01%
Bruce G. Allen Investments LLC 364 105 -259 -71.15%
Versant Capital Management Inc 2,615 991 -1,624 -62.10%
Private Wealth Management Group LLC 1,865 747 -1,118 -59.95%
Fortis Group Advisors LLC 208 104 -104 -50.00%
Carmichael Hill & Associates Inc. 200 100 -100 -50.00%
Gradient Investments LLC 2,463 1,285 -1,178 -47.83%
Cutler Group LP 47,832 27,408 -20,424 -42.70%
Raymond James & Associates 235,070 137,496 -97,574 -41.51%
CAPROCK Group Inc. 18,463 10,806 -7,657 -41.47%
Tsfg LLC 985 612 -373 -37.87%
Amalgamated Bank 57,136 37,596 -19,540 -34.20%
TFC Financial Management 150 100 -50 -33.33%
Insight Financial Services 150 100 -50 -33.33%
UMB Bank N A MO 3,038 2,233 -805 -26.50%
Quent Capital LLC 1,490 1,118 -372 -24.97%
GAMMA Investing LLC 3,567 2,710 -857 -24.03%
Newbridge Financial Services Group Inc. 5,555 4,341 -1,214 -21.85%
First Horizon Advisors Inc. 2,787 2,182 -605 -21.71%
Bank of New York Mellon Corp 2,154,629 1,932,581 -222,048 -10.31%
Caldwell Sutter Capital Inc. 252 227 -25 -9.92%
Lindbrook Capital LLC 3,907 3,559 -348 -8.91%
Cambridge Investment Research Advisors Inc. 102,040 93,246 -8,794 -8.62%
Hodges Capital Management Inc. 12,000 11,000 -1,000 -8.33%
Sumitomo Mitsui Trust Holdings Inc. 1,673,286 1,552,316 -120,970 -7.23%
Harel Insurance Investments & Financial Services Ltd. 47,941 44,759 -3,182 -6.64%
Criterion Capital Advisors LLC 42 40 -2 -4.76%
Asset Management One Co. Ltd. 244,757 234,033 -10,724 -4.38%
Kestra Private Wealth Services LLC 20,529 19,680 -849 -4.14%
FinTrust Capital Advisors LLC 2,610 2,515 -95 -3.64%
Ronald Blue Trust Inc. 2,393 2,323 -70 -2.93%
Harbor Investment Advisory LLC 567 557 -10 -1.76%
Welch Group LLC 11,232 11,116 -116 -1.03%
Benjamin F. Edwards & Company Inc. 3,456 3,451 -5 -0.14%
13F Filers Exiting RIVN
Turtle Creek Wealth Advisors LLC 746 0 -746 -100.00%
Lecap Asset Management Ltd. 12,148 0 -12,148 -100.00%
McGlone Suttner Wealth Management Inc. 25 0 -25 -100.00%
Mendota Financial Group LLC 229 0 -229 -100.00%
Udine Wealth Management Inc. 66,987 0 -66,987 -100.00%
Wolff Wiese Magana LLC 500 0 -500 -100.00%
Tennessee Valley Asset Management Partners 703 0 -703 -100.00%
International Assets Investment Management LLC 140,291 0 -140,291 -100.00%
Arkadios Wealth Advisors 13,019 0 -13,019 -100.00%
Oak Thistle LLC 27,096 0 -27,096 -100.00%
Impax Asset Management Group plc 10,683 0 -10,683 -100.00%
Financial Advocates Investment Management 9,262 0 -9,262 -100.00%
Verdence Capital Advisors LLC 15,788 0 -15,788 -100.00%
Traynor Capital Management Inc. 5,507 0 -5,507 -100.00%
Venturi Wealth Management LLC 90 0 -90 -100.00%
Trust Point Inc. 10,478 0 -10,478 -100.00%
Sequoia Financial Advisors LLC 9,640 0 -9,640 -100.00%
AMF Pensionsforsakring AB 259,396 0 -259,396 -100.00%
Arlington Partners LLC 1,500 0 -1,500 -100.00%
West Oak Capital LLC 70 0 -70 -100.00%
Private Trust Co. NA 1,885 0 -1,885 -100.00%
City Holding Co. 20 0 -20 -100.00%

See Summary: Institutional Holders of RIVN
See Details: Top 10 Hedge Funds Holding RIVN
Also See: RIVN Insider Buying

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