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 $18.94B 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 $4.65B 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 $4.68B, representing an estimated gain of +0.78% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed XLY value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Peakshares Llc, Jpmorgan Chase & Co, 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

1,294

Total Reported Value

$18.94B

Largest Holder

Bank Of America Corp

Largest Position

$4.65B

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

41

Funds Exiting Positions

0

Page 1 of 26
NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Bank Of America Corp0.30%39,616,579$4,646,232,418$4,682,679,638+$36,447,220+0.78%
Peakshares Llc1.47%16,820$1,972,650,000$1,988,124-$1,970,661,876-99.90%
Jpmorgan Chase & Co0.09%13,178,491$1,543,465,242$1,557,697,636+$14,232,394+0.92%
Morgan Stanley0.05%8,126,991$953,133,800$960,610,336+$7,476,536+0.78%
Wells Fargo & Company/Mn0.12%5,831,522$683,920,935$689,285,900+$5,364,965+0.78%
Ubs Group Ag0.08%4,119,561$483,142,115$486,932,110+$3,789,995+0.78%
Goldman Sachs Group Inc0.04%3,557,336$417,204,315$420,477,115+$3,272,800+0.78%
Migdal Insurance & Financial Holdings Ltd.2.42%3,231,019$378,933,908$381,906,446+$2,972,538+0.78%
Raymond James Financial Inc0.10%3,120,982$366,028,695$368,900,072+$2,871,377+0.78%
Focus Partners Wealth0.36%3,022,702$354,502,444$357,283,376+$2,780,932+0.78%
Lpl Financial Llc0.07%2,800,487$328,441,130$331,017,563+$2,576,433+0.78%
Envestnet Asset Management Inc0.08%2,792,320$327,483,346$330,052,224+$2,568,878+0.78%
Ameriprise Financial Inc0.06%2,542,249$298,160,671$300,493,832+$2,333,161+0.78%
Pgim Custom Harvest Llc3.67%2,501,017$293,319,314$295,620,209+$2,300,895+0.78%
Meitav Investment House Ltd1.68%2,127,980$249,567,957$251,527,236+$1,959,279+0.79%
Menora Mivtachim Holdings Ltd.0.84%1,830,206$214,646,560$216,330,349+$1,683,789+0.78%
Nissay Asset Management Corp /Japan0.79%1,589,552$186,422,659$187,885,046+$1,462,387+0.78%
Royal Bank Of Canada0.03%1,305,668$153,129,000$154,329,958+$1,200,958+0.78%
Truist Financial Corp0.17%1,235,864$144,942,129$146,079,125+$1,136,996+0.78%
Two Sigma Investments, Lp0.10%1,108,300$129,981,424$131,001,060+$1,019,636+0.78%
Westend Advisors, Llc2.68%1,025,999$120,333,785$121,273,082+$939,297+0.78%
Cibc World Market Inc.0.20%1,005,682$117,946,385$118,871,612+$925,227+0.78%
Barclays Plc0.04%1,000,187$117,301,931$118,222,103+$920,172+0.78%
Citigroup Inc0.04%794,124$93,134,856$93,865,457+$730,601+0.78%
Bnp Paribas Financial Markets0.04%685,948$80,447,981$81,079,054+$631,073+0.78%
Osaic Holdings, Inc.0.09%654,279$76,753,897$77,335,778+$581,881+0.76%
Gerber Kawasaki Wealth & Investment Management2.02%644,178$75,548,952$76,141,840+$592,888+0.78%
Susquehanna International Group, Llp0.06%615,514$72,187,482$72,753,755+$566,273+0.78%
Northern Trust Corp0.01%602,984$70,717,963$71,272,709+$554,746+0.78%
Agf Management Ltd0.26%571,904$67,072,901$67,599,053+$526,152+0.78%
Factory Mutual Insurance Co0.63%568,000$66,615,040$67,137,600+$522,560+0.78%
Cetera Investment Advisers0.06%540,985$63,446,711$63,944,427+$497,716+0.78%
Kcm Investment Advisors Llc1.84%526,859$61,790,072$62,274,734+$484,662+0.78%
Us Bancorp \De\0.07%526,823$61,785,952$62,270,479+$484,527+0.78%
Stifel Financial Corp0.05%516,912$60,624,366$61,098,998+$474,632+0.78%
Rockefeller Capital Management L.P.0.09%504,529$59,171,441$59,635,328+$463,887+0.78%
Riverfront Investment Group, Llc0.76%487,601$57,185,896$57,634,438+$448,542+0.78%
Brevan Howard Capital Management Lp0.80%482,681$56,608,828$57,052,894+$444,066+0.78%
Hightower Advisors, Llc0.05%476,099$55,836,905$56,274,902+$437,997+0.78%
Fisher Asset Management, Llc0.01%419,881$49,243,706$49,629,934+$386,228+0.78%
Ep Wealth Advisors, Llc0.18%409,731$48,053,251$48,430,204+$376,953+0.78%
Advisory Alpha, Llc1.17%406,747$47,704,549$48,077,495+$372,946+0.78%
Ashton Thomas Private Wealth, Llc0.99%402,951$47,258,047$47,628,808+$370,761+0.78%
Natixis0.22%401,677$47,108,679$47,478,221+$369,542+0.78%
State Street Corp0.00%371,556$43,576,088$43,917,919+$341,831+0.78%
Victory Capital Management Inc0.02%363,540$42,635,958$42,970,428+$334,470+0.78%
Mercer Global Advisors Inc0.05%355,741$41,721,285$42,048,586+$327,301+0.78%
Trilogy Capital Inc.1.54%336,087$39,416,234$39,725,483+$309,249+0.78%
Blackrock, Inc.0.00%294,815$34,575,861$34,847,133+$271,272+0.78%
Armstrong Advisory Group, Inc2.07%289,741$33,980,770$34,247,386+$266,616+0.78%

Frequently asked questions about XLY

  • 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).

  • 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.

  • 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.