RH RH
RH (RH) Institutional Ownership
What the institutions did with RH last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Thrivent Financial for Lutherans | 443.1K | 19.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 396.7K | 17.1% |
| DIMENSIONAL FUND ADVISORS LP | 334.2K | 14.4% |
| Bank of New York Mellon Corp | 199.5K | 8.6% |
| Xcel Wealth Management, LLC | 156.8K | 6.8% |
| GREATMARK INVESTMENT PARTNERS, INC. | 127.0K | 5.5% |
| CITIGROUP INC | 89.6K | 3.9% |
| MACKENZIE FINANCIAL CORP | 83.5K | 3.6% |
| Russell Investments Group, Ltd. | 51.5K | 2.2% |
| PRINCIPAL FINANCIAL GROUP INC | 37.2K | 1.6% |
| BARCLAYS PLC | 36.2K | 1.6% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 32.6K | 1.4% |
| SWS Partners | 27.6K | 1.2% |
| INSPIRE TRUST CO, N.A. | 23.5K | 1.0% |
| LPL Financial LLC | 21.0K | 0.9% |
| STRS OHIO | 18.0K | 0.8% |
| DEUTSCHE BANK AG\ | 17.9K | 0.8% |
| Retirement Systems of Alabama | 16.0K | 0.7% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 12.2K | 0.5% |
| AGF MANAGEMENT LTD | 11.7K | 0.5% |
| Creative Planning | 9.9K | 0.4% |
| Prospera Financial Services Inc | 9.5K | 0.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9.3K | 0.4% |
| Integrated Financial Solutions, Inc. | 9.2K | 0.4% |
| D.B. Root & Company, LLC | 8.5K | 0.4% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Thrivent Financial for Lutherans | Increased | 3.4K | 443.1K | +439.6K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 292.5K | 334.2K | +41.7K |
| Indivisible Partners | Sold Out | 35.6K | 0 | -35.6K |
| LEVEL FOUR ADVISORY SERVICES, LLC | Reduced | 53.9K | 32.6K | -21.3K |
| CITIGROUP INC | Increased | 69.1K | 89.6K | +20.5K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 414.9K | 396.7K | -18.2K |
| UDINE WEALTH MANAGEMENT, INC. | Sold Out | 18.0K | 0 | -18.0K |
| BARCLAYS PLC | Increased | 19.9K | 36.2K | +16.3K |
| IMC-Chicago, LLC | Sold Out | 14.8K | 0 | -14.8K |
| BAYPOINTE PARTNERS LLC | Sold Out | 14.3K | 0 | -14.3K |
| Covenant Asset Management, LLC | Sold Out | 12.8K | 0 | -12.8K |
| Arnhold LLC | Sold Out | 12.5K | 0 | -12.5K |
| Oak Thistle LLC | Sold Out | 12.3K | 0 | -12.3K |
| Modera Wealth Management, LLC | Sold Out | 12.0K | 0 | -12.0K |
| PRIMORIS WEALTH ADVISORS, LLC | Sold Out | 10.5K | 0 | -10.5K |
| SWS Partners | Increased | 18.1K | 27.6K | +9.5K |
| Integrated Financial Solutions, Inc. | Reduced | 17.6K | 9.2K | -8.4K |
| Amundi | New | 0 | 8.2K | +8.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 1.8K | 9.3K | +7.5K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 7.2K | 1.7K | -5.6K |
| ALTFEST L J & CO INC | Sold Out | 4.9K | 0 | -4.9K |
| AGF MANAGEMENT LTD | Increased | 7.3K | 11.7K | +4.4K |
| Bank of New York Mellon Corp | Reduced | 203.8K | 199.5K | -4.4K |
| Fulcrum Asset Management LLP | Increased | 30 | 3.9K | +3.9K |
| SIMPLEX TRADING, LLC | Sold Out | 3.8K | 0 | -3.8K |
| Capital Asset Advisory Services LLC | New | 0 | 3.2K | +3.2K |
| CITIZENS FINANCIAL GROUP INC/RI | Sold Out | 3.1K | 0 | -3.1K |
| LECAP ASSET MANAGEMENT LTD | Sold Out | 3.0K | 0 | -3.0K |
| GREATMARK INVESTMENT PARTNERS, INC. | Increased | 124.3K | 127.0K | +2.7K |
| Fulton Bank, N.A. | Sold Out | 2.7K | 0 | -2.7K |
| Savant Capital, LLC | Increased | 2.9K | 5.4K | +2.6K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Sold Out | 2.4K | 0 | -2.4K |
| CenterBook Partners LP | Sold Out | 2.3K | 0 | -2.3K |
| Russell Investments Group, Ltd. | Increased | 49.2K | 51.5K | +2.3K |
| Valeo Financial Advisors, LLC | Increased | 1.5K | 3.6K | +2.0K |
| Creative Planning | Increased | 8.0K | 9.9K | +1.9K |
| Insight Advisors, LLC/ PA | Sold Out | 1.9K | 0 | -1.9K |
| Y-Intercept (Hong Kong) Ltd | Reduced | 4.8K | 3.0K | -1.8K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | New | 0 | 1.8K | +1.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | Sold Out | 1.8K | 0 | -1.8K |
| DekaBank Deutsche Girozentrale | New | 0 | 1.4K | +1.4K |
| ELEVATION POINT WEALTH PARTNERS, LLC | Sold Out | 1.4K | 0 | -1.4K |
| OPPENHEIMER & CO INC | Sold Out | 1.3K | 0 | -1.3K |
| EVERGREEN CAPITAL MANAGEMENT LLC | Reduced | 3.2K | 2.0K | -1.2K |
| DEUTSCHE BANK AG\ | Reduced | 19.0K | 17.9K | -1.1K |
| AdvisorNet Financial, Inc | Sold Out | 1.1K | 0 | -1.1K |
| PRINCIPAL FINANCIAL GROUP INC | Increased | 36.2K | 37.2K | +994 |
| Xcel Wealth Management, LLC | Reduced | 157.7K | 156.8K | -976 |
| Leonteq Securities AG | Increased | 117 | 968 | +851 |
| State of New Jersey Common Pension Fund D | Reduced | 8.3K | 7.5K | -813 |
| IRIDIAN ASSET MANAGEMENT LLC/CT | Reduced | 5.7K | 4.9K | -798 |
| Daiwa Securities Group Inc. | Sold Out | 742 | 0 | -742 |
| Daytona Street Capital LLC | New | 0 | 711 | +711 |
| PNC Financial Services Group, Inc. | Reduced | 2.4K | 1.6K | -708 |
| Kestra Advisory Services, LLC | Increased | 2.7K | 3.4K | +672 |
| Prospera Financial Services Inc | Reduced | 10.2K | 9.5K | -620 |
| Nykredit A/S | Reduced | 747 | 153 | -594 |
| Clearstead Advisors, LLC | Increased | 5 | 556 | +551 |
| Sterling Capital Management LLC | Increased | 55 | 524 | +469 |
| IFP Advisors, Inc | Reduced | 392 | 47 | -345 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.