TLT Institutional Ownership & Shareholders
ISHARES 20+ YEAR TREASURY BD (TLT) is currently held by 1,035 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $27.90B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of TLT tracked by InsiderSet, reporting ownership valued at approximately $5.91B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $5.60B, representing an estimated loss of -5.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed TLT value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Blackrock, Inc., Rafferty Asset Management, Llc, and several other long-term asset managers with concentrated positions in ISHARES 20+ YEAR TREASURY BD (TLT).
This page ranks the largest institutional TLT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,035
Total Reported Value
$27.90B
Largest Holder
Bank Of America Corp
Largest Position
$5.91B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.38% | 68,394,742 | $5,910,673,629 | $5,597,425,685 | -$313,247,944 | -5.30% | |
| Blackrock, Inc. | 0.04% | 29,706,461 | $2,567,232,394 | $2,431,176,768 | -$136,055,626 | -5.30% | |
| Rafferty Asset Management, Llc | 3.39% | 17,250,388 | $1,490,778,531 | $1,411,771,754 | -$79,006,777 | -5.30% | |
| Bank Of Montreal | 0.52% | 16,438,341 | $1,420,601,411 | $1,345,313,827 | -$75,287,584 | -5.30% | |
| Citigroup Inc | 0.65% | 16,154,438 | $1,396,066,533 | $1,322,079,206 | -$73,987,327 | -5.30% | |
| Morgan Stanley | 0.06% | 12,254,308 | $1,059,017,544 | $1,002,892,567 | -$56,124,977 | -5.30% | |
| Ubs Group Ag | 0.15% | 11,187,925 | $966,860,479 | $915,619,782 | -$51,240,697 | -5.30% | |
| Jane Street Group, Llc | 0.45% | 8,095,965 | $699,653,296 | $662,573,776 | -$37,079,520 | -5.30% | |
| Jpmorgan Chase & Co | 0.04% | 7,071,064 | $618,364,762 | $578,695,878 | -$39,668,884 | -6.42% | |
| Barclays Plc | 0.20% | 7,152,100 | $618,084,481 | $585,327,864 | -$32,756,617 | -5.30% | |
| Susquehanna International Group, Llp | 0.54% | 7,029,264 | $607,468,995 | $575,274,966 | -$32,194,029 | -5.30% | |
| Lpl Financial Llc | 0.11% | 5,730,964 | $495,269,916 | $469,022,094 | -$26,247,822 | -5.30% | |
| Envestnet Asset Management Inc | 0.11% | 5,550,822 | $479,702,031 | $454,279,272 | -$25,422,759 | -5.30% | |
| Wells Fargo & Company/Mn | 0.07% | 4,621,340 | $399,376,179 | $378,210,466 | -$21,165,713 | -5.30% | |
| Raymond James Financial Inc | 0.09% | 3,749,415 | $324,024,429 | $306,852,124 | -$17,172,305 | -5.30% | |
| Alliancebernstein L.P. | 0.09% | 3,153,761 | $273,399,541 | $258,103,800 | -$15,295,741 | -5.59% | |
| Northwestern Mutual Investment Management Company, Llc | 2.95% | 2,913,600 | $251,793,312 | $238,449,024 | -$13,344,288 | -5.30% | |
| Harvest Portfolios Group Inc. | 3.05% | 2,503,691 | $216,368,976 | $204,902,071 | -$11,466,905 | -5.30% | |
| Mackenzie Financial Corp | 0.22% | 2,636,300 | $205,051,414 | $215,754,792 | +$10,703,378 | +5.22% | |
| Stifel Financial Corp | 0.17% | 2,330,705 | $201,419,973 | $190,744,897 | -$10,675,076 | -5.30% | |
| Royal Bank Of Canada | 0.03% | 2,323,217 | $200,773,000 | $190,132,079 | -$10,640,921 | -5.30% | |
| Hantz Financial Services, Inc. | 2.68% | 2,290,733 | $197,965,000 | $187,473,589 | -$10,491,411 | -5.30% | |
| Janney Montgomery Scott Llc | 0.36% | 2,169,014 | $187,446,000 | $177,512,106 | -$9,933,894 | -5.30% | |
| Truist Financial Corp | 0.21% | 2,278,304 | $177,206,467 | $186,456,399 | +$9,249,932 | +5.22% | |
| Simplex Trading, Llc | 4.19% | 1,860,997 | $160,827,360 | $152,303,994 | -$8,523,366 | -5.30% | |
| Ameriprise Financial Inc | 0.03% | 1,849,593 | $159,964,151 | $151,370,691 | -$8,593,460 | -5.37% | |
| Vantagepoint Investment Advisers Llc | 1.20% | 2,039,385 | $158,623,364 | $166,903,268 | +$8,279,904 | +5.22% | |
| Millennium Management Llc | 0.11% | 1,806,952 | $156,156,792 | $147,880,952 | -$8,275,840 | -5.30% | |
| Mirae Asset Global Investments Co., Ltd. | 0.24% | 1,736,028 | $135,028,258 | $142,076,532 | +$7,048,274 | +5.22% | |
| Citadel Advisors Llc | 0.07% | 1,504,923 | $130,055,446 | $123,162,898 | -$6,892,548 | -5.30% | |
| Westend Advisors, Llc | 2.83% | 1,649,613 | $128,307,295 | $135,004,328 | +$6,697,033 | +5.22% | |
| Bnp Paribas Financial Markets | 0.06% | 1,338,006 | $115,630,479 | $109,502,411 | -$6,128,068 | -5.30% | |
| Squarepoint Ops Llc | 0.21% | 1,243,849 | $107,493,431 | $101,796,602 | -$5,696,829 | -5.30% | |
| Landscape Capital Management, L.L.C. | 6.63% | 1,182,793 | $102,216,971 | $96,799,779 | -$5,417,192 | -5.30% | |
| Rockefeller Capital Management L.P. | 0.15% | 1,130,282 | $97,679,002 | $92,502,279 | -$5,176,723 | -5.30% | |
| Goldman Sachs Group Inc | 0.01% | 1,105,298 | $95,519,839 | $90,457,588 | -$5,062,251 | -5.30% | |
| Hsbc Holdings Plc | 0.04% | 1,072,991 | $92,753,201 | $87,813,583 | -$4,939,618 | -5.33% | |
| Toronto Dominion Bank | 0.14% | 993,581 | $85,865,002 | $81,314,669 | -$4,550,333 | -5.30% | |
| Us Bancorp \De\ | 0.09% | 988,185 | $85,423,545 | $80,873,060 | -$4,550,485 | -5.33% | |
| Peak6 Llc | 2.01% | 957,831 | $82,775,755 | $78,388,889 | -$4,386,866 | -5.30% | |
| Osaic Holdings, Inc. | 0.10% | 946,848 | $81,851,722 | $77,490,040 | -$4,361,682 | -5.33% | |
| Cetera Investment Advisers | 0.07% | 916,717 | $79,222,663 | $75,024,119 | -$4,198,544 | -5.30% | |
| Commonwealth Equity Services, Llc | 0.10% | 999,752 | $77,760,676 | $81,819,704 | +$4,059,028 | +5.22% | |
| Karpus Management, Inc. | 2.20% | 882,953 | $76,304,798 | $72,260,874 | -$4,043,924 | -5.30% | |
| Ally Financial Inc. | 9.73% | 873,000 | $75,444,660 | $71,446,320 | -$3,998,340 | -5.30% | |
| Cassaday & Co Wealth Management Llc | 1.30% | 944,743 | $73,482,111 | $77,317,767 | +$3,835,656 | +5.22% | |
| Disciplina Capital Management Llc | 7.49% | 838,458 | $72,459,575 | $68,619,403 | -$3,840,172 | -5.30% | |
| Old Mission Capital Llc | 1.76% | 798,261 | $68,985,715 | $65,329,680 | -$3,656,035 | -5.30% | |
| Victory Capital Management Inc | 0.04% | 787,888 | $68,089,281 | $64,480,754 | -$3,608,527 | -5.30% | |
| Td Private Client Wealth Llc | 1.20% | 854,819 | $66,487,854 | $69,958,387 | +$3,470,533 | +5.22% |
Frequently asked questions about TLT
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Who are the largest institutional holders of TLT?
The largest institutional holders of TLT reported in the latest SEC Form 13F filings include Bank Of America Corp , Blackrock, Inc. , Rafferty Asset Management, Llc , Bank Of Montreal , and Citigroup Inc . InsiderSet ranks institutional holders by their latest reported TLT position.
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What is TLT institutional ownership?
This page tracks TLT positions reported by institutional investment managers through SEC Form 13F. ISHARES 20+ YEAR TREASURY BD (TLT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
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How many institutions own TLT?
InsiderSet currently tracks 1,035 institutional managers reporting TLT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TLT shareholders.
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How much TLT stock do institutions own?
Institutional investment managers disclosed approximately $27.90B in TLT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
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When was TLT institutional ownership last updated?
The latest TLT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
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Are institutional TLT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TLT position after the reporting date.
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Are institutions buying or selling TLT?
Institutional buying and selling can be analyzed by comparing TLT positions across consecutive 13F reporting periods. InsiderSet's TLT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TLT ownership changes.
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How has TLT institutional ownership changed over time?
InsiderSet tracks TLT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.