The Charles Schwab Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 11/26/2025 | 60.59 M | $5.78 B | -14.19% | 3.33% |
| STATE STREET CORP | 11/14/2025 | 73.16 M | $6.98 B | 0.95% | 4.03% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 57.44 M | $5.48 B | -23.24% | 3.16% |
| MORGAN STANLEY | 11/14/2025 | 24.73 M | $2.36 B | 2.65% | 1.36% |
| HARRIS ASSOCIATES L P | 11/14/2025 | 21.24 M | $2.03 B | -7.55% | 1.17% |
| NORTHERN TRUST CORP | 11/14/2025 | 17.00 M | $1.62 B | -0.62% | 0.94% |
| VIKING GLOBAL INVESTORS LP | 11/14/2025 | 16.58 M | $1.58 B | 5.13% | 0.91% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 15.11 M | $1.44 B | -1.86% | 0.83% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 14.41 M | $1.38 B | -6.29% | 0.79% |
| BROWN ADVISORY INC | 11/14/2025 | 12.49 M | $1.19 B | 2.71% | 0.69% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 11.59 M | $1.11 B | -19.18% | 0.64% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 9.42 M | $899.79 M | 4.63% | 0.52% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 8.07 M | $770.64 M | -11.90% | 0.44% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 8.07 M | $770.15 M | -35.20% | 0.44% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 7.66 M | $731.75 M | 399.46% | 0.42% |
| BAMCO INC /NY/ | 11/14/2025 | 7.13 M | $680.89 M | 1.14% | 0.39% |
| AMUNDI | 11/14/2025 | 6.98 M | $656.39 M | 21.57% | 0.38% |
| ROYAL BANK OF CANADA | 11/14/2025 | 6.57 M | $626.88 M | 2.19% | 0.36% |
| LAZARD ASSET MANAGEMENT LLC | 11/14/2025 | 6.53 M | $623.71 M | -5.18% | 0.36% |
| RUANE, CUNNIFF & GOLDFARB L.P. | 11/14/2025 | 6.32 M | $602.95 M | -4.29% | 0.35% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 5.96 M | $568.90 M | 5.57% | 0.33% |
| JANUS HENDERSON GROUP PLC | 11/14/2025 | 5.82 M | $555.87 M | -8.46% | 0.32% |
| DODGE & COX | 11/13/2025 | 83.04 M | $7.93 B | -1.56% | 4.57% |
| FMR LLC | 11/13/2025 | 31.53 M | $3.01 B | -8.83% | 1.74% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 30.11 M | $2.87 B | 0.23% | 1.66% |
| INVESCO LTD. | 11/13/2025 | 15.94 M | $1.52 B | 5.05% | 0.88% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 8.98 M | $857.73 M | 4.83% | 0.49% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 7.68 M | $733.61 M | 5.34% | 0.42% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 6.15 M | $586.81 M | -3.04% | 0.34% |
| CANADA PENSION PLAN INVESTMENT BOARD | 11/13/2025 | 5.48 M | $523.37 M | 38.33% | 0.30% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 5.32 M | $508.22 M | 15.21% | 0.29% |
| UBS GROUP AG | 11/13/2025 | 5.08 M | $484.58 M | -43.94% | 0.28% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/13/2025 | 4.62 M | $441.27 M | -0.68% | 0.25% |
| BLACKROCK, INC. | 11/12/2025 | 132.28 M | $12.63 B | 3.17% | 7.28% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 37.57 M | $3.57 B | 0.50% | 2.07% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2025 | 21.65 M | $2.07 B | 1.26% | 1.19% |
| PRIMECAP MANAGEMENT CO/CA/ | 11/12/2025 | 21.21 M | $2.02 B | 11.42% | 1.17% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 11/12/2025 | 17.73 M | $1.69 B | -2.48% | 0.98% |
| NUVEEN, LLC | 11/12/2025 | 5.75 M | $548.93 M | -0.29% | 0.32% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 5.75 M | $548.75 M | 4.15% | 0.32% |
| BARCLAYS PLC | 11/12/2025 | 4.91 M | $468.46 M | 21.85% | 0.27% |
| GENERATION INVESTMENT MANAGEMENT LLP | 11/10/2025 | 10.73 M | $1.02 B | -22.75% | 0.59% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 9.47 M | $904.27 M | -0.01% | 0.52% |
| CITIGROUP INC | 11/10/2025 | 4.73 M | $451.48 M | 87.36% | 0.26% |
| VANGUARD GROUP INC | 11/07/2025 | 151.59 M | $14.47 B | 0.27% | 8.34% |
| ALLEN INVESTMENT MANAGEMENT LLC | 11/06/2025 | 5.85 M | $558.36 M | -23.78% | 0.32% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 5.76 M | $549.67 M | -6.98% | 0.32% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 11.88 M | $1.13 B | -16.23% | 0.65% |
| FLOSSBACH VON STORCH AG | 11/03/2025 | 10.63 M | $1.01 B | 0.48% | 0.59% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10/29/2025 | 17.08 M | $1.63 B | -7.18% | 0.94% |
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The Charles Schwab Corporation institutional Ownership - FAQ's
During the previous two years, 2937 institutional investors and hedge funds held shares of The Charles Schwab Corporation. The most heavily invested institutionals were:
VANGUARD GROUP INC: 151.59 M
BlackRock, Inc.: 132.28 M
DODGE & COX: 83.04 M
STATE STREET CORP: 73.16 M
JPMORGAN CHASE & CO: 60.59 M
PRICE T ROWE ASSOCIATES INC /MD/: 57.44 M
79.98% of The Charles Schwab Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 1.83 B shares in the last 24 months. This purchase volume represents approximately $174.20 B in transactions.