XLU Institutional Ownership & Shareholders
UTILITIES SELECT SECTOR SPDR (XLU) is currently held by 1,520 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $16.13B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Peakshares Llc is currently the largest disclosed institutional shareholder of XLU tracked by InsiderSet, reporting ownership valued at approximately $1.68B 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 $1.61M, representing an estimated loss of -99.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed XLU value among the investors covered in this analysis. Major shareholders include Peakshares Llc, Bank Of America Corp, Jpmorgan Chase & Co, and several other long-term asset managers with concentrated positions in UTILITIES SELECT SECTOR SPDR (XLU).
This page ranks the largest institutional XLU 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
1,520
Total Reported Value
$16.13B
Largest Holder
Peakshares Llc
Largest Position
$1.68B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
20
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Peakshares Llc | 1.25% | 37,138 | $1,683,837,000 | $1,612,903 | -$1,682,224,097 | -99.90% | |
| Bank Of America Corp | 0.08% | 28,238,512 | $1,280,334,151 | $1,226,398,576 | -$53,935,575 | -4.21% | |
| Jpmorgan Chase & Co | 0.06% | 21,813,355 | $1,003,850,710 | $947,354,008 | -$56,496,702 | -5.63% | |
| Morgan Stanley | 0.05% | 21,999,155 | $997,441,765 | $955,423,302 | -$42,018,463 | -4.21% | |
| Lpl Financial Llc | 0.16% | 15,226,190 | $690,355,371 | $661,273,432 | -$29,081,939 | -4.21% | |
| Wells Fargo & Company/Mn | 0.11% | 13,347,881 | $605,192,925 | $579,698,472 | -$25,494,453 | -4.21% | |
| Ubs Group Ag | 0.07% | 9,537,675 | $432,438,185 | $414,221,225 | -$18,216,960 | -4.21% | |
| Ameriprise Financial Inc | 0.08% | 8,551,440 | $388,898,929 | $371,389,039 | -$17,509,890 | -4.50% | |
| Bnp Paribas Financial Markets | 0.19% | 7,889,429 | $357,706,711 | $342,637,901 | -$15,068,810 | -4.21% | |
| Raymond James Financial Inc | 0.09% | 7,612,186 | $345,136,514 | $330,597,238 | -$14,539,276 | -4.21% | |
| Envestnet Asset Management Inc | 0.07% | 6,800,218 | $308,321,898 | $295,333,468 | -$12,988,430 | -4.21% | |
| Royal Bank Of Canada | 0.05% | 6,573,429 | $298,039,000 | $285,484,021 | -$12,554,979 | -4.21% | |
| Goldman Sachs Group Inc | 0.03% | 6,063,609 | $274,924,044 | $263,342,539 | -$11,581,505 | -4.21% | |
| Truist Financial Corp | 0.30% | 6,451,853 | $254,461,073 | $280,203,976 | +$25,742,903 | +10.12% | |
| Menora Mivtachim Holdings Ltd. | 0.95% | 5,395,188 | $244,617,824 | $234,313,015 | -$10,304,809 | -4.21% | |
| Westend Advisors, Llc | 4.81% | 5,525,507 | $217,926,536 | $239,972,769 | +$22,046,233 | +10.12% | |
| Osaic Holdings, Inc. | 0.22% | 4,206,517 | $190,742,485 | $182,689,033 | -$8,053,452 | -4.22% | |
| Main Management Etf Advisors, Llc | 5.13% | 3,739,385 | $169,544,000 | $162,401,491 | -$7,142,509 | -4.21% | |
| Janney Montgomery Scott Llc | 0.31% | 3,487,951 | $158,144,000 | $151,481,712 | -$6,662,288 | -4.21% | |
| Saudi Central Bank | 1.84% | 3,099,466 | $140,002,879 | $134,609,808 | -$5,393,071 | -3.85% | |
| Phoenix Financial Ltd. | 0.91% | 2,930,565 | $132,871,308 | $127,274,438 | -$5,596,870 | -4.21% | |
| Cetera Investment Advisers | 0.12% | 2,908,419 | $131,867,712 | $126,312,637 | -$5,555,075 | -4.21% | |
| Mufg Bank, Ltd. | 3.56% | 2,788,000 | $126,407,920 | $121,082,840 | -$5,325,080 | -4.21% | |
| Factory Mutual Insurance Co | 1.11% | 3,164,200 | $124,796,048 | $137,421,206 | +$12,625,158 | +10.12% | |
| Barclays Plc | 0.04% | 2,539,318 | $115,132,677 | $110,282,581 | -$4,850,096 | -4.21% | |
| Bessemer Group Inc | 0.16% | 2,522,611 | $114,376,000 | $109,556,996 | -$4,819,004 | -4.21% | |
| Focus Partners Wealth | 0.11% | 2,337,916 | $106,001,204 | $101,535,692 | -$4,465,512 | -4.21% | |
| Cibc World Market Inc. | 0.17% | 2,256,360 | $102,303,362 | $97,993,715 | -$4,309,647 | -4.21% | |
| Migdal Insurance & Financial Holdings Ltd. | 0.61% | 2,110,205 | $95,676,695 | $91,646,203 | -$4,030,492 | -4.21% | |
| Stifel Financial Corp | 0.08% | 2,082,580 | $94,424,736 | $90,446,449 | -$3,978,287 | -4.21% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.02% | 1,751,137 | $80,359,677 | $76,051,880 | -$4,307,797 | -5.36% | |
| Bank Of Montreal | 0.03% | 1,740,395 | $78,909,503 | $75,585,355 | -$3,324,148 | -4.21% | |
| Blackrock, Inc. | 0.00% | 1,698,178 | $76,995,409 | $73,751,871 | -$3,243,538 | -4.21% | |
| Citigroup Inc | 0.03% | 1,642,226 | $74,458,522 | $71,321,875 | -$3,136,647 | -4.21% | |
| Moss Adams Wealth Advisors Llc | 4.77% | 1,857,474 | $73,258,784 | $80,670,096 | +$7,411,312 | +10.12% | |
| Pgim Custom Harvest Llc | 0.85% | 1,501,241 | $68,066,287 | $65,198,897 | -$2,867,390 | -4.21% | |
| Globalt Investments Llc / Ga | 2.31% | 1,698,807 | $67,000,934 | $73,779,188 | +$6,778,254 | +10.12% | |
| Cornerstone Advisors, Llc | 1.99% | 1,335,910 | $60,570,159 | $58,018,571 | -$2,551,588 | -4.21% | |
| Commonwealth Equity Services, Llc | 0.07% | 1,299,228 | $51,241,530 | $56,425,472 | +$5,183,942 | +10.12% | |
| Private Advisor Group, Llc | 0.23% | 1,101,638 | $49,948,276 | $47,844,138 | -$2,104,138 | -4.21% | |
| Allen Investment Management, Llc | 0.56% | 1,049,444 | $47,581,791 | $45,577,353 | -$2,004,438 | -4.21% | |
| D. E. Shaw & Co., Inc. | 0.03% | 1,040,792 | $47,189,509 | $45,201,597 | -$1,987,912 | -4.21% | |
| Provida Pension Fund Administrator | 0.77% | 992,861 | $45,562,391 | $43,119,953 | -$2,442,438 | -5.36% | |
| Mml Investors Services, Llc | 0.09% | 984,601 | $44,641,830 | $42,761,221 | -$1,880,609 | -4.21% | |
| Mai Capital Management | 0.16% | 954,172 | $43,262,169 | $41,439,690 | -$1,822,479 | -4.21% | |
| Wellington Management Group Llp | 0.01% | 945,995 | $42,891,413 | $41,084,563 | -$1,806,850 | -4.21% | |
| Victory Capital Management Inc | 0.02% | 926,248 | $41,996,085 | $40,226,951 | -$1,769,134 | -4.21% | |
| Agave Capital Management Ltd | 4.52% | 912,326 | $41,364,861 | $39,622,318 | -$1,742,543 | -4.21% | |
| Laura & John Arnold Foundation | 12.26% | 893,779 | $40,523,940 | $38,816,822 | -$1,707,118 | -4.21% | |
| Fil Ltd | 0.03% | 848,866 | $38,487,585 | $36,866,250 | -$1,621,335 | -4.21% |
Frequently asked questions about XLU
Who are the largest institutional holders of XLU?
The largest institutional holders of XLU reported in the latest SEC Form 13F filings include Peakshares Llc, Bank Of America Corp, Jpmorgan Chase & Co, Morgan Stanley, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported XLU position.
What is XLU institutional ownership?
This page tracks XLU positions reported by institutional investment managers through SEC Form 13F. UTILITIES SELECT SECTOR SPDR (XLU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XLU?
InsiderSet currently tracks 1,520 institutional managers reporting XLU 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 XLU shareholders.
How much XLU stock do institutions own?
Institutional investment managers disclosed approximately $16.13B in XLU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XLU institutional ownership last updated?
The latest XLU 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.
Are institutional XLU 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 XLU position after the reporting date.
Are institutions buying or selling XLU?
Institutional buying and selling can be analyzed by comparing XLU positions across consecutive 13F reporting periods. InsiderSet's XLU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XLU ownership changes.
How has XLU institutional ownership changed over time?
InsiderSet tracks XLU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.