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Institutional Holders of XLE

There is a long list of 1746 institutional holders of XLE within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of XLE by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-XLE table below, the initial column indicates the name of each top institutional holder of XLE, with a link to that fund's top holdings. The next columns indicate the amount of XLE stock held by each of the institutional holders of XLE, followed by the XLE position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE $2,654,684 12/31/2023
     XLE41,307,691$3,463,237 12/31/2023
     Put16,531,200$1,385,976 12/31/2023
     Call6,887,200$577,423 12/31/2023
Morgan Stanley16,020,538$1,343,162 12/31/2023
     XLE16,020,538$1,343,162 12/31/2023
Wells Fargo & Company MN $930,020 12/31/2023
     XLE9,421,786$789,923 12/31/2023
     Call2,300,000$192,832 12/31/2023
     Put629,000$52,735 12/31/2023
UBS Group AG $736,505 12/31/2023
     XLE8,990,646$753,776 12/31/2023
     Put1,043,400$87,479 12/31/2023
     Call837,400$70,208 12/31/2023
JPMorgan Chase & Co.7,447,271$624,379 12/31/2023
     XLE7,447,271$624,379 12/31/2023
Goldman Sachs Group Inc. $615,436 12/31/2023
     XLE6,924,505$580,550 12/31/2023
     Call865,600$72,572 12/31/2023
     Put449,500$37,686 12/31/2023
LPL Financial LLC7,256,490$608,384 12/31/2023
     XLE7,256,490$608,384 12/31/2023
Ameriprise Financial Inc.4,410,661$370,388 12/31/2023
     XLE4,410,661$370,388 12/31/2023
FMR LLC3,454,511$289,626 12/31/2023
     XLE3,454,511$289,626 12/31/2023
Hamilton Capital LLC $263,754 12/31/2023
     XLE3,146,599$263,811 12/31/2023
     Put21,800$57 12/31/2023
D. E. Shaw & Co. Inc.3,018,601$253,080 12/31/2023
     XLE3,018,601$253,080 12/31/2023
CIBC World Markets Inc. $230,788 12/31/2023
     XLE2,835,720$237,747 12/31/2023
     Put83,000$6,959 12/31/2023
Parallax Volatility Advisers L.P. $212,192 12/31/2023
     Call5,364,900$449,793 12/31/2023
     Put3,651,900$306,175 12/31/2023
     XLE817,919$68,574 12/31/2023
Citadel Advisors LLC $211,904 12/31/2023
     Call7,323,100$613,969 12/31/2023
     Put6,319,300$529,810 12/31/2023
     XLE1,523,679$127,745 12/31/2023
Envestnet Asset Management Inc.2,496,865$209,337 12/31/2023
     XLE2,496,865$209,337 12/31/2023
Twin Tree Management LP $192,004 12/31/2023
     Call8,577,200$721,956 12/31/2023
     Put5,040,400$535,207 12/31/2023
     XLE62,682$5,255 12/31/2023
Saudi Central Bank2,160,502$181,136 12/31/2023
     XLE2,160,502$181,136 12/31/2023
Raymond James & Associates1,772,484$167,340 03/31/2024
     XLE1,772,484$167,340 03/31/2024
BNP Paribas Arbitrage SA $145,332 12/31/2023
     XLE1,988,642$166,728 12/31/2023
     Put8,864$74,316 12/31/2023
     Call6,312$52,920 12/31/2023
Charles Schwab Investment Management Inc.1,711,966$143,531 12/31/2023
     XLE1,711,966$143,531 12/31/2023
FIL Ltd1,601,173$134,242 12/31/2023
     XLE1,601,173$134,242 12/31/2023
Bessemer Group Inc.1,581,474$132,591 12/31/2023
     XLE1,581,474$132,591 12/31/2023
Wealthfront Advisers LLC1,369,488$129,293 03/31/2024
     XLE1,369,488$129,293 03/31/2024
Jane Street Group LLC1,539,820$129,099 12/31/2023
     XLE1,539,820$129,099 12/31/2023
Northern Trust Corp1,429,900$119,883 12/31/2023
     XLE1,429,900$119,883 12/31/2023
CHURCHILL MANAGEMENT Corp1,216,722$114,871 03/31/2024
     XLE1,216,722$114,871 03/31/2024
Advisor Group Holdings Inc.1,347,324$112,977 12/31/2023
     XLE1,347,324$112,977 12/31/2023
Rokos Capital Management LLP1,331,971$111,639 12/31/2023
     XLE1,331,971$111,639 12/31/2023
Raymond James Financial Services Advisors Inc.1,181,541$111,549 03/31/2024
     XLE1,181,541$111,549 03/31/2024
Harel Insurance Investments & Financial Services Ltd.1,318,690$110,508 12/31/2023
     XLE1,318,690$110,508 12/31/2023
Varma Mutual Pension Insurance Co1,290,000$108,154 12/31/2023
     XLE1,290,000$108,154 12/31/2023
State Street Corp1,266,547$106,187 12/31/2023
     XLE1,266,547$106,187 12/31/2023
HighTower Advisors LLC $105,766 12/31/2023
     XLE1,261,244$105,766 12/31/2023
     Put1,200$0 12/31/2023
Stifel Financial Corp1,237,527$103,756 12/31/2023
     XLE1,237,527$103,756 12/31/2023
TD Asset Management Inc.1,180,464$98,970 12/31/2023
     XLE1,180,464$98,970 12/31/2023
Baird Financial Group Inc.1,166,965$97,838 12/31/2023
     XLE1,166,965$97,838 12/31/2023
Cerity Partners LLC1,110,465$93,101 12/31/2023
     XLE1,110,465$93,101 12/31/2023
Truist Financial Corp1,067,356$89,487 12/31/2023
     XLE1,067,356$89,487 12/31/2023
Commonwealth Equity Services LLC1,055,012$88,452 12/31/2023
     XLE1,055,012$88,452 12/31/2023
MKP Capital Management L.L.C. $83,840 12/31/2023
     Call1,000,000$83,840 12/31/2023
Citigroup Inc. $80,396 12/31/2023
     Call1,320,000$110,669 12/31/2023
     Put1,250,000$104,800 12/31/2023
     XLE888,915$74,527 12/31/2023
Canada Pension Plan Investment Board950,000$79,648 12/31/2023
     XLE950,000$79,648 12/31/2023
Bank of Montreal Can $78,326 12/31/2023
     XLE902,947$76,471 12/31/2023
     Call21,900$1,855 12/31/2023
Clal Insurance Enterprises Holdings Ltd925,000$77,552 12/31/2023
     XLE925,000$77,552 12/31/2023
Congress Wealth Management LLC DE 732,209$69,128 03/31/2024
     XLE732,209$69,128 03/31/2024
Lombard Odier Asset Management USA Corp $66,944 12/31/2023
     Call1,500,000$125,760 12/31/2023
     Put875,000$73,360 12/31/2023
     XLE173,475$14,544 12/31/2023
The PNC Financial Services Group Inc.793,403$66,519 12/31/2023
     XLE793,403$66,519 12/31/2023
Sculptor Capital LP766,680$64,278 12/31/2023
     XLE766,680$64,278 12/31/2023
AGF Management Ltd.719,302$60,306 12/31/2023
     XLE719,302$60,306 12/31/2023
BlackRock Inc.702,157$58,869 12/31/2023
     XLE702,157$58,869 12/31/2023

See All: Funds Holding XLE
See Details: Top 10 Hedge Funds Holding XLE
Also See: XLE Holdings Changes

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