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.
Sign in or subscribeLargest holders
| Manager | Shares | % of reported |
|---|---|---|
| FMR LLC | 16.3M | 12.2% |
| Capital World Investors | 11.2M | 8.4% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11.1M | 8.3% |
| BlackRock, Inc. | 5.0M | 3.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.8M | 3.6% |
| RENAISSANCE TECHNOLOGIES LLC | 4.5M | 3.4% |
| Jupiter Topco LLC | 4.5M | 3.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.2M | 3.1% |
| AQR CAPITAL MANAGEMENT LLC | 3.1M | 2.3% |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | 2.9M | 2.2% |
| BAILLIE GIFFORD & CO | 2.8M | 2.1% |
| GREAT HILL PARTNERS, L.P. | 2.8M | 2.1% |
| TWO SIGMA INVESTMENTS, LP | 2.6M | 2.0% |
| D. E. Shaw & Co., Inc. | 2.5M | 1.8% |
| Castle Hook Partners LP | 2.5M | 1.8% |
| Contour Asset Management LLC | 2.4M | 1.8% |
| Prescott General Partners LLC | 2.3M | 1.7% |
| WELLINGTON MANAGEMENT GROUP LLP | 2.3M | 1.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.9M | 1.4% |
| STATE STREET CORP | 1.8M | 1.4% |
| Assenagon Asset Management S.A. | 1.6M | 1.2% |
| Anomaly Capital Management, LP | 1.4M | 1.0% |
| NORGES BANK | 1.3M | 1.0% |
| JANE STREET GROUP, LLC | 1.3M | 0.9% |
| DIMENSIONAL FUND ADVISORS LP | 1.2M | 0.9% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | Increased | 119.8K | 11.1M | +10.9M |
| 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 |
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.