Security Brokers, Dealers, And Flotation - 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 |
|---|---|---|---|---|---|
| 2180-Q4 | 1 | 32,885 | -100.00 | 902,000 | -100.00 |
| 2026-Q1 | 5,053 | 7,124,742,980 | -0.63 | 872,706,569,695,000 | -10.69 |
| 2025-Q4 | 5,148 | 7,170,074,432 | -1.70 | 977,122,682,587,000 | 1.95 |
| 2025-Q3 | 4,763 | 7,294,359,913 | 2.94 | 958,392,394,236,000 | 14.92 |
| 2025-Q2 | 4,672 | 7,086,111,620 | 5.70 | 833,995,752,719,000 | 23.54 |
| 2025-Q1 | 4,541 | 6,703,703,092 | -0.50 | 675,086,071,288,000 | -5.86 |
| 2024-Q4 | 4,520 | 6,737,419,876 | -0.41 | 717,113,346,566,000 | 39.37 |
| 2024-Q3 | 3,951 | 6,765,213,100 | 2.08 | 514,554,423,072,000 | 5.38 |
| 2024-Q2 | 3,883 | 6,627,306,419 | 1.67 | 488,299,390,773,000 | 3.66 |
| 2024-Q1 | 3,856 | 6,518,370,048 | 5.54 | 471,054,886,063,000 | 8.21 |
| 2023-Q4 | 3,798 | 6,176,203,626 | 1.27 | 435,311,222,461,000 | 14.48 |
| 2023-Q3 | 3,543 | 6,098,700,968 | 0.06 | 380,237,441,095,000 | 3.67 |
| 2023-Q2 | 3,567 | 6,094,889,648 | -5.84 | 366,771,430,104,000 | 0.01 |
| 2023-Q1 | 3,565 | 6,472,636,115 | 0.69 | 366,730,167,506,000 | -3.06 |
| 2022-Q4 | 3,612 | 6,428,423,877 | 0.96 | 378,311,640,116,000 | 2,664.18 |
| 2022-Q3 | 3,394 | 6,367,401,048 | 0.09 | 13,686,205,757,000 | 8.09 |
| 2022-Q2 | 3,440 | 6,361,779,764 | 0.75 | 12,661,372,174,000 | -13.54 |
| 2022-Q1 | 3,582 | 6,314,231,590 | -4.19 | 14,643,815,310,000 | 66.40 |
| 2021-Q4 | 3,645 | 6,590,222,526 | 2.76 | 8,800,527,360,000 | -6.74 |
| 2021-Q3 | 3,282 | 6,413,480,117 | 7.75 | 9,436,170,485,000 | -10.47 |
| 2021-Q2 | 3,270 | 5,952,327,267 | -0.86 | 10,539,172,690,000 | 26.82 |
| 2021-Q1 | 3,239 | 6,004,023,988 | -0.76 | 8,310,220,643,000 | 7.39 |
| 2020-Q4 | 3,094 | 6,049,946,810 | 6.13 | 7,738,464,416,000 | 52.55 |
| 2020-Q3 | 2,737 | 5,700,436,672 | 0.22 | 5,072,778,062,000 | 9.28 |
| 2020-Q2 | 2,715 | 5,687,790,917 | -1.98 | 4,642,180,692,000 | 30.71 |
| 2020-Q1 | 2,685 | 5,802,472,480 | -1.11 | 3,551,622,419,000 | -20.47 |
| 2019-Q4 | 2,901 | 5,867,843,366 | 5.79 | 4,465,625,550,000 | -2.16 |
| 2019-Q3 | 2,594 | 5,546,942,057 | -5.17 | 4,564,383,521,000 | 1.31 |
| 2019-Q2 | 2,640 | 5,849,394,833 | -5.21 | 4,505,416,848,000 | 8.80 |
| 2019-Q1 | 2,692 | 6,170,583,301 | 4.47 | 4,140,845,469,000 | 21.03 |
| 2018-Q4 | 2,673 | 5,906,335,258 | -2.16 | 3,421,247,321,000 | -19.72 |
| 2018-Q3 | 2,544 | 6,036,934,331 | 0.03 | 4,261,787,005,000 | 0.92 |
| 2018-Q2 | 2,537 | 6,035,093,738 | -1.96 | 4,222,964,967,000 | 0.18 |
| 2018-Q1 | 2,571 | 6,155,545,932 | 1.23 | 4,215,554,224,000 | 11.96 |
| 2017-Q4 | 2,568 | 6,080,781,693 | -0.90 | 3,765,223,240,000 | 4.06 |
| 2017-Q3 | 2,338 | 6,135,833,413 | -1.00 | 3,618,237,456,000 | 7.81 |
| 2017-Q2 | 2,338 | 6,197,714,419 | -5.41 | 3,356,091,992,000 | -1.09 |
| 2017-Q1 | 2,330 | 6,552,278,737 | 5.02 | 3,393,081,935,000 | 95.46 |
| 2016-Q4 | 2,301 | 6,238,869,396 | -1.06 | 1,735,921,379,000 | -30.12 |
| 2016-Q3 | 2,154 | 6,305,500,061 | -0.91 | 2,484,312,509,000 | 54.98 |
| 2016-Q2 | 2,143 | 6,363,536,447 | 3.64 | 1,602,951,250,000 | -12.33 |
| 2016-Q1 | 2,143 | 6,139,879,312 | 2.35 | 1,828,368,780,000 | -14.98 |
| 2015-Q4 | 2,217 | 5,998,655,929 | -2.81 | 2,150,481,409,000 | 39.71 |
| 2015-Q3 | 2,140 | 6,171,890,431 | 2.60 | 1,539,221,778,000 | -75.30 |
| 2015-Q2 | 2,172 | 6,015,763,731 | -0.20 | 6,232,787,999,000 | 2.52 |
| 2015-Q1 | 2,122 | 6,027,880,969 | 0.00 | 6,079,419,142,000 | 0.00 |
