W Wayfair Inc.
Wayfair Inc. (W) Institutional Ownership
What the institutions did with W 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 June 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 |
|---|---|---|
| FMR LLC | 16.3M | 13.3% |
| Capital World Investors | 11.2M | 9.1% |
| BlackRock, Inc. | 5.0M | 4.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.8M | 3.9% |
| RENAISSANCE TECHNOLOGIES LLC | 4.5M | 3.7% |
| Jupiter Topco LLC | 4.5M | 3.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.2M | 3.4% |
| AQR CAPITAL MANAGEMENT LLC | 3.1M | 2.5% |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | 2.9M | 2.4% |
| BAILLIE GIFFORD & CO | 2.8M | 2.3% |
| GREAT HILL PARTNERS, L.P. | 2.8M | 2.3% |
| TWO SIGMA INVESTMENTS, LP | 2.6M | 2.1% |
| D. E. Shaw & Co., Inc. | 2.5M | 2.0% |
| Castle Hook Partners LP | 2.5M | 2.0% |
| Contour Asset Management LLC | 2.4M | 2.0% |
| Prescott General Partners LLC | 2.3M | 1.9% |
| WELLINGTON MANAGEMENT GROUP LLP | 2.3M | 1.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.9M | 1.6% |
| STATE STREET CORP | 1.8M | 1.5% |
| Assenagon Asset Management S.A. | 1.6M | 1.3% |
| Anomaly Capital Management, LP | 1.4M | 1.1% |
| NORGES BANK | 1.3M | 1.1% |
| JANE STREET GROUP, LLC | 1.3M | 1.0% |
| DIMENSIONAL FUND ADVISORS LP | 1.2M | 1.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | 0.9% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Capital World Investors | Reduced | 13.8M | 11.2M | -2.6M |
| Castle Hook Partners LP | Increased | 25.6K | 2.5M | +2.4M |
| JPMORGAN CHASE & CO | Reduced | 2.9M | 583.2K | -2.3M |
| Contour Asset Management LLC | Increased | 328.7K | 2.4M | +2.1M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold Out | 2.0M | 0 | -2.0M |
| D. E. Shaw & Co., Inc. | Increased | 929.2K | 2.5M | +1.5M |
| Balyasny Asset Management L.P. | Reduced | 1.6M | 201.7K | -1.4M |
| AQR CAPITAL MANAGEMENT LLC | Increased | 1.9M | 3.1M | +1.2M |
| UBS Group AG | Reduced | 2.0M | 892.7K | -1.1M |
| Assenagon Asset Management S.A. | Increased | 575.8K | 1.6M | +1.1M |
| Wolf Hill Capital Management, LP | New | 0 | 1.0M | +1.0M |
| Anomaly Capital Management, LP | Increased | 467.2K | 1.4M | +912.0K |
| JANE STREET GROUP, LLC | Increased | 476.9K | 1.3M | +780.8K |
| BlackRock, Inc. | Reduced | 5.7M | 5.0M | -703.5K |
| Squarepoint Ops LLC | Sold Out | 687.9K | 0 | -687.9K |
| Southpoint Capital Advisors LP | Sold Out | 664.3K | 0 | -664.3K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold Out | 657.1K | 0 | -657.1K |
| Atreides Management, LP | Reduced | 1.4M | 843.9K | -587.1K |
| Qube Research & Technologies Ltd | Reduced | 771.4K | 216.5K | -555.0K |
| Calamos Advisors LLC | New | 0 | 509.2K | +509.2K |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 5.0M | 4.5M | -458.0K |
| Schonfeld Strategic Advisors LLC | Reduced | 549.6K | 105.2K | -444.4K |
| GOLDMAN SACHS GROUP INC | Increased | 721.1K | 1.1M | +396.6K |
| SCOPUS ASSET MANAGEMENT, L.P. | Sold Out | 392.0K | 0 | -392.0K |
| Artemis Investment Management LLP | Reduced | 877.1K | 511.9K | -365.2K |
| CHECK CAPITAL MANAGEMENT INC/CA | Increased | 167.9K | 507.1K | +339.1K |
| Benchstone Capital Management LP | New | 0 | 331.6K | +331.6K |
| Quantinno Capital Management LP | Increased | 302.3K | 633.2K | +330.9K |
| CITIGROUP INC | Reduced | 493.6K | 164.8K | -328.8K |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | Increased | 2.6M | 2.9M | +309.7K |
| GILDER GAGNON HOWE & CO LLC | New | 0 | 299.9K | +299.9K |
| MANE GLOBAL CAPITAL MANAGEMENT LP | New | 0 | 297.6K | +297.6K |
| Man Group plc | Reduced | 409.3K | 113.1K | -296.2K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 2.2M | 1.9M | -295.5K |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | 928.9K | 645.5K | -283.4K |
| Alyeska Investment Group, L.P. | Increased | 482.3K | 753.2K | +271.0K |
| Nishkama Capital, LLC | Sold Out | 243.4K | 0 | -243.4K |
| MORGAN STANLEY | Reduced | 977.4K | 735.2K | -242.2K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 466.4K | 227.3K | -239.1K |
| Portman Square Capital LLP | Increased | 182.0K | 409.3K | +227.3K |
| Hidden Lake Asset Management LP | Sold Out | 220.5K | 0 | -220.5K |
| Hook Mill Capital Partners, LP | Reduced | 1.0M | 826.8K | -213.0K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | 681.5K | 469.6K | -211.9K |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | 2.5M | 2.3M | -197.6K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 1.0M | 1.2M | +196.3K |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | 250.1K | 57.8K | -192.2K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | 4.4M | 4.2M | -190.0K |
| Baird Financial Group, Inc. | New | 0 | 177.0K | +177.0K |
| Trexquant Investment LP | Increased | 30.0K | 195.8K | +165.8K |
| Meridiem Capital Partners LP | Sold Out | 160.1K | 0 | -160.1K |
| Arvin Capital Management LP | New | 0 | 159.5K | +159.5K |
| Nuveen, LLC | Reduced | 345.3K | 196.2K | -149.1K |
| NEUBERGER BERMAN GROUP LLC | Reduced | 146.1K | 3.2K | -142.8K |
| PANAGORA ASSET MANAGEMENT INC | Reduced | 194.4K | 56.1K | -138.3K |
| Invesco Ltd. | Increased | 336.5K | 472.4K | +135.9K |
| LMR Partners LLP | New | 0 | 127.1K | +127.1K |
| WORLDQUANT MILLENNIUM ADVISORS LLC | Reduced | 159.7K | 36.8K | -122.9K |
| PRICE T ROWE ASSOCIATES INC /MD/ | Increased | 171.6K | 293.4K | +121.8K |
| IMC-Chicago, LLC | Increased | 24.1K | 145.9K | +121.7K |
| Avalon Global Asset Management LLC | New | 0 | 120.0K | +120.0K |
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.