CONSUMER DISCRETIONARY SELT (XLY) Institutional Shareholders
CONSUMER DISCRETIONARY SELT (XLY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $15.07B in XLY holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of XLY tracked by InsiderSet, reporting ownership valued at approximately $4.25B in its March 31, 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 $4.52B, representing an estimated gain of +6.52% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed XLY value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in CONSUMER DISCRETIONARY SELT (XLY).
This page ranks the largest institutional XLY 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
1,285
Total Reported Value
$15.07B
Largest Holder
Bank Of America Corp
Largest Position
$4.25B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
32
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 | 0.31% | 38,975,662 | $4,247,567,621 | $4,524,684,602 | +$277,116,981 | +6.52% | |
| Morgan Stanley | 0.05% | 8,100,060 | $882,744,710 | $940,335,965 | +$57,591,255 | +6.52% | |
| Wells Fargo & Company/Mn | 0.12% | 5,712,446 | $622,542,393 | $663,157,856 | +$40,615,463 | +6.52% | |
| Ubs Group Ag | 0.09% | 4,679,756 | $509,999,809 | $543,272,874 | +$33,273,065 | +6.52% | |
| Goldman Sachs Group Inc | 0.05% | 3,412,558 | $371,900,571 | $396,163,858 | +$24,263,287 | +6.52% | |
| Lpl Financial Llc | 0.09% | 3,059,312 | $333,403,845 | $355,155,530 | +$21,751,685 | +6.52% | |
| Focus Partners Wealth | 0.37% | 3,017,721 | $328,871,304 | $350,327,231 | +$21,455,927 | +6.52% | |
| Envestnet Asset Management Inc | 0.08% | 2,792,320 | $327,483,346 | $324,160,429 | -$3,322,917 | -1.01% | |
| Raymond James Financial Inc | 0.10% | 2,997,657 | $326,684,548 | $347,998,001 | +$21,313,453 | +6.52% | |
| Migdal Insurance & Financial Holdings Ltd. | 2.80% | 2,960,332 | $322,616,981 | $343,664,942 | +$21,047,961 | +6.52% | |
| Ameriprise Financial Inc | 0.07% | 2,532,740 | $307,828,369 | $294,025,787 | -$13,802,582 | -4.48% | |
| Barclays Plc | 0.10% | 2,505,510 | $273,050,482 | $290,864,656 | +$17,814,174 | +6.52% | |
| Pgim Custom Harvest Llc | 4.13% | 2,427,091 | $264,504,365 | $281,760,994 | +$17,256,629 | +6.52% | |
| Meitav Investment House Ltd | 1.68% | 2,127,980 | $249,567,957 | $247,037,198 | -$2,530,759 | -1.01% | |
| Cibc World Market Inc. | 0.36% | 1,884,389 | $205,360,713 | $218,758,719 | +$13,398,006 | +6.52% | |
| Two Sigma Investments, Lp | 0.16% | 1,774,854 | $193,423,589 | $206,042,801 | +$12,619,212 | +6.52% | |
| Royal Bank Of Canada | 0.03% | 1,375,132 | $149,862,000 | $159,639,074 | +$9,777,074 | +6.52% | |
| Truist Financial Corp | 0.17% | 1,235,864 | $144,942,129 | $143,471,452 | -$1,470,677 | -1.01% | |
| Charles Schwab Investment Management Inc | 0.02% | 1,273,395 | $138,774,575 | $147,828,426 | +$9,053,851 | +6.52% | |
| Menora Mivtachim Holdings Ltd. | 0.58% | 1,116,106 | $121,633,232 | $129,568,746 | +$7,935,514 | +6.52% | |
| Westend Advisors, Llc | 2.68% | 1,025,999 | $120,333,785 | $119,108,224 | -$1,225,561 | -1.02% | |
| Millennium Management Llc | 0.08% | 1,040,218 | $113,362,958 | $120,758,908 | +$7,395,950 | +6.52% | |
| Blackrock, Inc. | 0.00% | 902,277 | $98,330,164 | $104,745,337 | +$6,415,173 | +6.52% | |
| Natixis | 0.38% | 863,594 | $94,114,474 | $100,254,627 | +$6,140,153 | +6.52% | |
| Citigroup Inc | 0.04% | 794,124 | $93,134,856 | $92,189,855 | -$945,001 | -1.01% | |
| Stifel Financial Corp | 0.06% | 647,388 | $70,554,572 | $75,155,273 | +$4,600,701 | +6.52% | |
| Factory Mutual Insurance Co | 0.63% | 568,000 | $66,615,040 | $65,939,120 | -$675,920 | -1.01% | |
| Osaic Holdings, Inc. | 0.10% | 610,692 | $66,568,693 | $70,895,234 | +$4,326,541 | +6.50% | |
| Cetera Investment Advisers | 0.07% | 593,670 | $64,698,105 | $68,919,150 | +$4,221,045 | +6.52% | |
| Northern Trust Corp | 0.01% | 590,003 | $64,298,527 | $68,493,448 | +$4,194,921 | +6.52% | |
| Gerber Kawasaki Wealth & Investment Management | 2.01% | 578,818 | $63,122,133 | $67,194,982 | +$4,072,849 | +6.45% | |
| Agf Management Ltd | 0.28% | 574,454 | $62,603,997 | $66,688,365 | +$4,084,368 | +6.52% | |
| Rokos Capital Management Llp | 1.08% | 558,230 | $60,821,950 | $64,804,921 | +$3,982,971 | +6.55% | |
| Jump Financial, Llc | 0.86% | 535,467 | $58,355,194 | $62,162,364 | +$3,807,170 | +6.52% | |
| Us Bancorp \De\ | 0.07% | 532,354 | $58,016,044 | $61,800,976 | +$3,784,932 | +6.52% | |
| Renaissance Technologies LLC | Jim Simons | 0.09% | 530,436 | $57,806,915 | $61,578,315 | +$3,771,400 | +6.52% |
| Rockefeller Capital Management L.P. | 0.10% | 528,464 | $57,592,252 | $61,349,386 | +$3,757,134 | +6.52% | |
| Riverfront Investment Group, Llc | 0.76% | 487,601 | $57,185,896 | $56,605,600 | -$580,296 | -1.01% | |
| Kcm Investment Advisors Llc | 1.79% | 496,197 | $54,075,587 | $57,603,510 | +$3,527,923 | +6.52% | |
| Hightower Advisors, Llc | 0.06% | 489,277 | $53,321,143 | $56,800,167 | +$3,479,024 | +6.52% | |
| Susquehanna International Group, Llp | 0.07% | 467,933 | $50,995,338 | $54,322,342 | +$3,327,004 | +6.52% | |
| Fisher Asset Management, Llc | 0.02% | 437,813 | $47,712,890 | $50,825,711 | +$3,112,821 | +6.52% | |
| Ashton Thomas Private Wealth, Llc | 0.99% | 402,951 | $47,258,047 | $46,778,582 | -$479,465 | -1.01% | |
| Squarepoint Ops Llc | 0.09% | 400,820 | $43,681,364 | $46,531,194 | +$2,849,830 | +6.52% | |
| Advisory Alpha, Llc | 1.19% | 400,555 | $43,653,715 | $46,500,430 | +$2,846,715 | +6.52% | |
| Ep Wealth Advisors, Llc | 0.21% | 396,710 | $43,233,464 | $46,054,064 | +$2,820,600 | +6.52% | |
| Mercer Global Advisors Inc | 0.06% | 382,126 | $41,644,104 | $44,361,007 | +$2,716,903 | +6.52% | |
| Mml Investors Services, Llc | 0.11% | 374,334 | $40,794,897 | $43,456,434 | +$2,661,537 | +6.52% | |
| Trilogy Capital Inc. | 1.54% | 336,087 | $39,416,234 | $39,016,340 | -$399,894 | -1.01% | |
| Gts Securities Llc | 1.37% | 356,509 | $38,850,116 | $41,387,130 | +$2,537,014 | +6.53% |
Frequently asked questions about XLY
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Who owns the most XLY stock?
The largest holders of XLY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CONSUMER DISCRETIONARY SELT (XLY).
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Is XLY widely held by superinvestors?
Many widely followed stocks like XLY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XLY is represented among the institutional managers we track.
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What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.