Updated
Charles SchwabSCHW · Financial Services
$91.49-1.18%
Market cap$157.9B
IndustryCapital Markets
Charles Schwab (SCHW) Superinvestor holders
45 of the superinvestors we track hold Charles Schwab (SCHW) in their latest 13F filings, $23.2B in total.
Summary
The largest holder is Dodge & Cox, with $7.1B, 3.7% of the portfolio.
In their latest quarter: 3 opened a new position, 20 added, 18 trimmed.
Who holds it
Each investor's latest 13F filing, largest stake first. What a 13F shows.
| Investor | Last change | Shares | Value | % of portfolio | Filed for |
|---|---|---|---|---|---|
| Dodge & Cox | Added | 76,968,323 | $7.1B | 3.7% | Q2 2026 |
| PRIMECAP Management PRIMECAP Management Co |
Added | 25,120,895 | $2.3B | 1.4% | Q2 2026 |
| Bill Nygren Harris Associates LP |
Added | 24,201,471 | $2.2B | 3.0% | Q2 2026 |
| Ken Fisher Fisher Investments |
Trimmed | 21,942,699 | $2.1B | 0.6% | Q3 2026 |
| Artisan Partners | Added | 18,930,716 | $1.7B | 2.8% | Q2 2026 |
| Ron Baron Baron Capital (BAMCO) |
Added | 11,655,694 | $1.1B | 1.6% | Q2 2026 |
| Andreas Halvorsen Viking Global Investors |
Trimmed | 10,638,869 | $982M | 2.8% | Q2 2026 |
| Two Sigma Two Sigma Investments |
Added | 8,425,755 | $777M | 0.6% | Q2 2026 |
| Arrowstreet Capital | Added | 7,632,441 | $704M | 0.3% | Q2 2026 |
| David Shaw D. E. Shaw & Co. |
Added | 5,779,607 | $533M | 0.3% | Q2 2026 |
| Ruane, Cunniff & Goldfarb | Trimmed | 4,571,355 | $422M | 6.6% | Q2 2026 |
| Donald Yacktman Yacktman Asset Management |
Trimmed | 4,055,234 | $396M | 4.7% | Q3 2026 |
| Cliff Asness AQR Capital Management |
Added | 4,025,866 | $371M | 0.1% | Q2 2026 |
| Dan Sundheim D1 Capital Partners |
Added | 2,466,590 | $228M | 0.7% | Q2 2026 |
| Pat English Fiduciary Management (FMI) |
Trimmed | 2,295,743 | $212M | 3.0% | Q2 2026 |
| Ensign Peak Ensign Peak Advisors |
Trimmed | 2,277,340 | $210M | 0.3% | Q2 2026 |
| Hersh Cohen ClearBridge Investments |
Trimmed | 2,262,374 | $209M | 0.2% | Q2 2026 |
| Anand Desai Darsana Capital Partners |
Held | 2,250,000 | $208M | 0.9% | Q2 2026 |
| Man Group Man Group plc |
Added | 2,063,766 | $190M | 0.4% | Q2 2026 |
| Jim Simons Renaissance Technologies |
New position | 1,911,141 | $176M | 0.2% | Q2 2026 |
| Francois Rochon Giverny Capital Inc. |
Added | 1,681,567 | $155M | 5.2% | Q2 2026 |
| David Blood Generation Investment Management |
Trimmed | 1,611,555 | $149M | 1.4% | Q2 2026 |
| Tom Gayner Markel Group Inc. |
Held | 1,394,800 | $136M | 1.1% | Q3 2026 |
| Thornburg Thornburg Investment Management |
Added | 1,170,451 | $108M | 1.0% | Q2 2026 |
| Mark Donovan Boston Partners |
Trimmed | 998,920 | $92M | 0.1% | Q2 2026 |
| John Rogers Ariel Investments |
Added | 525,299 | $48M | 0.5% | Q2 2026 |
| Paul Tudor Jones Tudor Investment Corp |
Added | 511,257 | $47M | 0.2% | Q2 2026 |
| Steve Cohen Point72 Asset Management |
Added | 498,176 | $46M | 0.1% | Q2 2026 |
| First Manhattan First Manhattan Co |
Trimmed | 458,665 | $42M | 0.1% | Q2 2026 |
| Christopher Davis Davis Selected Advisers |
Trimmed | 289,871 | $27M | 0.1% | Q2 2026 |
| Mairs & Power Mairs & Power Inc |
Trimmed | 216,288 | $20M | 0.2% | Q2 2026 |
| Peter Muller PDT Partners |
New position | 172,200 | $16M | 0.8% | Q2 2026 |
| Alan Howard Brevan Howard |
Trimmed | 156,731 | $15M | 0.2% | Q2 2026 |
| Mario Gabelli GAMCO Investors |
Added | 61,247 | $6M | 0.1% | Q2 2026 |
| Ken Tropin Graham Capital Management |
Added | 59,890 | $6M | 0.2% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Trimmed | 42,753 | $4M | 0.0% | Q2 2026 |
| Ray Dalio Bridgewater Associates |
Added | 28,728 | $3M | 0.0% | Q2 2026 |
| Acadian Acadian Asset Management |
Trimmed | 26,719 | $3M | 0.0% | Q3 2026 |
| Fred DiSanto Ancora Holdings |
Trimmed | 25,476 | $2M | 0.0% | Q2 2026 |
| Paul Marshall Marshall Wace |
New position | 22,317 | $2M | 0.0% | Q2 2026 |
| Eric Marshall Hodges Capital Management |
Trimmed | 11,446 | $1M | 0.1% | Q2 2026 |
| Ed Wachenheim Greenhaven Associates |
Trimmed | 10,500 | $1M | 0.0% | Q3 2026 |
| Alan Breed Edgewood Management |
Held | 3,500 | $322,945 | 0.0% | Q2 2026 |
| Mark Boyar Boyar Asset Management |
Held | 2,675 | $261,454 | 0.2% | Q3 2026 |
| Aziz Hamzaogullari Loomis Sayles & Co |
Added | 455 | $41,983 | 0.0% | Q2 2026 |
Holders by quarter
| Quarter | Superinvestors holding it |
|---|---|
| Q2 2026 | 46 |
| Q1 2026 | 47 |
| Q4 2025 | 50 |
| Q3 2025 | 51 |
| Q2 2025 | 51 |
| Q1 2025 | 53 |
| Q4 2024 | 49 |
| Q3 2024 | 49 |
Questions about Charles Schwab
Which superinvestors own Charles Schwab?
45 of the superinvestors we track hold Charles Schwab (SCHW) in their latest 13F filings, $23.2B in total. Dodge & Cox, PRIMECAP Management, Bill Nygren, Ken Fisher, Artisan Partners, Ron Baron.
Who is the largest superinvestor holder of SCHW?
The largest holder is Dodge & Cox, with $7.1B, 3.7% of the portfolio.
From Charles Schwab's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.