Loan Brokers - Investment Trends
This page shows the overall investment trends by institutions in companies categorized in this industry.
To create this report, we combined institutional holdings listed in 13F's with SIC codes self-reported by companies in their 10-Q's.
| Period | Owners | Total Shares | Percent Change in Shares |
Fair Market Value (USD) | Percent Change in Value |
|---|---|---|---|---|---|
| 2026-Q1 | 393 | 122,593,243 | -3.65 | 1,563,952,684,000 | -8.80 |
| 2025-Q4 | 418 | 127,238,416 | -6.11 | 1,714,854,100,000 | -16.62 |
| 2025-Q3 | 421 | 135,522,968 | -22.31 | 2,056,732,726,000 | 16.21 |
| 2025-Q2 | 393 | 174,435,921 | 25.33 | 1,769,794,817,000 | -5.30 |
| 2025-Q1 | 389 | 139,180,593 | 2.24 | 1,868,783,756,000 | 20.66 |
| 2024-Q4 | 395 | 136,132,912 | -0.22 | 1,548,820,672,000 | -8.15 |
| 2024-Q3 | 371 | 136,432,426 | -57.98 | 1,686,217,385,000 | 23.74 |
| 2024-Q2 | 395 | 324,715,080 | 8.40 | 1,362,718,039,000 | -3.91 |
| 2024-Q1 | 397 | 299,564,202 | -5.74 | 1,418,177,972,000 | 4.10 |
| 2023-Q4 | 391 | 317,804,248 | 23.92 | 1,362,289,625,000 | 26.77 |
| 2023-Q3 | 372 | 256,450,832 | 91.51 | 1,074,626,276,000 | 0.17 |
| 2023-Q2 | 346 | 133,910,321 | -15.57 | 1,072,773,667,000 | -8.72 |
| 2023-Q1 | 358 | 158,602,056 | -14.29 | 1,175,240,513,000 | -81.01 |
| 2022-Q4 | 393 | 185,044,646 | 10.46 | 6,187,336,816,000 | 5,991.70 |
| 2022-Q3 | 386 | 167,516,072 | -32.41 | 101,569,968,000 | 7.24 |
| 2022-Q2 | 411 | 247,828,605 | 31.72 | 94,711,418,000 | 5.93 |
| 2022-Q1 | 417 | 188,148,466 | -4.56 | 89,413,124,000 | 1.06 |
| 2021-Q4 | 433 | 197,140,706 | -3.89 | 88,479,272,000 | -0.65 |
| 2021-Q3 | 425 | 205,124,377 | 34.63 | 89,058,436,000 | -35.24 |
| 2021-Q2 | 429 | 152,364,831 | 6.17 | 137,523,076,000 | 174.83 |
| 2021-Q1 | 420 | 143,503,950 | 41.65 | 50,039,814,000 | 98.95 |
| 2020-Q4 | 385 | 101,309,457 | 40.39 | 25,152,468,000 | 95.70 |
| 2020-Q3 | 329 | 72,161,987 | -6.41 | 12,852,691,000 | -2.49 |
| 2020-Q2 | 335 | 77,100,572 | -15.85 | 13,180,283,000 | 2.48 |
| 2020-Q1 | 326 | 91,619,709 | -5.84 | 12,860,749,000 | -39.94 |
| 2019-Q4 | 349 | 97,301,750 | 18.18 | 21,414,376,000 | 56.05 |
| 2019-Q3 | 341 | 82,331,520 | 17.58 | 13,723,190,000 | -29.32 |
| 2019-Q2 | 371 | 70,023,556 | -31.66 | 19,416,746,000 | -0.78 |
| 2019-Q1 | 345 | 102,468,519 | 49.42 | 19,569,037,000 | 109.10 |
| 2018-Q4 | 327 | 68,579,738 | 13.03 | 9,358,671,000 | -11.86 |
| 2018-Q3 | 326 | 60,671,999 | 5.71 | 10,618,465,000 | 34.33 |
| 2018-Q2 | 334 | 57,393,012 | 21.60 | 7,905,008,000 | -36.12 |
| 2018-Q1 | 327 | 47,198,826 | -59.21 | 12,374,631,000 | 15.94 |
| 2017-Q4 | 376 | 115,704,548 | 9.59 | 10,673,182,000 | 89.28 |
| 2017-Q3 | 311 | 105,582,088 | 0.89 | 5,638,864,000 | 39.33 |
| 2017-Q2 | 304 | 104,655,166 | 1.23 | 4,047,035,000 | 36.72 |
| 2017-Q1 | 292 | 103,379,324 | 2.81 | 2,960,042,000 | 27.85 |
| 2016-Q4 | 297 | 100,555,398 | 0.47 | 2,315,229,000 | -44.90 |
| 2016-Q3 | 303 | 100,084,322 | 2.18 | 4,202,169,000 | -6.82 |
| 2016-Q2 | 299 | 97,948,783 | 4.39 | 4,509,852,000 | 3.30 |
| 2016-Q1 | 294 | 93,827,022 | 3.80 | 4,365,617,000 | -25.46 |
| 2015-Q4 | 280 | 90,391,737 | 6.02 | 5,857,116,000 | 225.91 |
| 2015-Q3 | 246 | 85,262,810 | 282.48 | 1,797,182,000 | 2.85 |
| 2015-Q2 | 174 | 22,292,341 | 0.97 | 1,747,432,000 | 12.47 |
| 2015-Q1 | 166 | 22,078,417 | 0.00 | 1,553,656,000 | 0.00 |
