Fox Corp. Class BFOX

13F holders, Q1 2024 (March 31)
340holders
8famous investors
$28.65avg. 13F price*

At the end of Q1 2024, 340 institutions reported holding Fox Corp. Class B (FOX) in their 13F filings. The largest holders were Vanguard Group Inc. ($406.4M), BlackRock Inc. ($383.4M) and Dodge & Cox ($324.6M). 8 famous investors held it, including Stephen Yacktman (2.2% of Yacktman Asset Management's portfolio), Mario Gabelli (0.2% of GAMCO Investors's portfolio) and Jeremy Grantham (0.1% of GMO's portfolio).

Company
Fox Corp. Class B
Sector
Industrials
CUSIP
35137L204
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 340Q1 2024Q2 2024: 359Q2 2024Q3 2024: 382Q3 2024Q4 2024: 413Q4 2024Q1 2025: 455Q1 2025Q2 2025: 478Q2 2025Q3 2025: 512Q3 2025Q4 2025: 543Q4 2025Q1 2026: 532Q1 2026Q2 2026: 512Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions32$148.6M
Exits37$35.7M

Ownership 340 holders

Vanguard Group Inc. 0.01% Reduce -6.2% 14,201,043 $406.4M
BlackRock Inc. 0.01% Add +5.1% 13,397,688 $383.4M
Dodge & Cox 0.19% Add +0.3% 11,343,323 $324.6M
Yacktman Asset Management 2.25% Add +1.6% 8,732,038 $249.9M
State Street Corp. 0.01% Add +1.6% 8,705,347 $249.1M
State of Wisconsin Investment Board 0.47% Add +13.3% 6,196,081 $177.3M
Independent Franchise Partners LLP 1.04% Add +23.6% 4,387,583 $125.6M
Norges Bank 0.01% Add +24.4% 3,176,323 $90.9M
Geode Capital Management, LLC 0.01% Add +2.8% 2,992,541 $85.4M
American Century Companies Inc. 0.05% Reduce -44.2% 2,806,075 $80.3M
Invesco Ltd. 0.01% Add +23.1% 2,280,694 $65.3M
Contrarius Investment Management Ltd 3.64% New 2,198,294 $62.9M
Dimensional Fund Advisors LP 0.02% Reduce -0.8% 2,053,524 $58.8M
Bank of New York Mellon Corp 0.01% Add +9.3% 1,616,280 $46.3M
Janus Henderson Group PLC 0.02% Add +7.8% 1,535,668 $44.0M
Bank of Nova Scotia 0.09% Add +41.3% 1,487,115 $42.6M
Bank of America Corp. 0.00% Add +89.4% 1,458,783 $41.8M
Northern Trust Corp. 0.01% Reduce -1.1% 1,456,373 $41.7M
Citigroup Inc. 0.04% Reduce -13.3% 1,225,404 $35.1M
National Bank of Canada 0.06% Add +22.0% 1,119,528 $34.6M
Morgan Stanley 0.00% Reduce -5.6% 1,180,875 $33.8M
Brandes Investment Partners, LP 0.39% Add +3.2% 1,047,724 $30.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -0.4% 1,016,237 $29.1M
Cacti Asset Management LLC 2.12% Add +3.1% 854,762 $26.6M
Amundi 0.01% Reduce -52.6% 914,278 $25.9M
Mirabella Financial Services LLP 1.79% New 859,596 $24.6M
Deutsche Bank AG 0.01% Reduce -15.1% 849,009 $24.3M
GMO 0.08% Add +2.9% 795,096 $22.8M
Legal & General Group Plc 0.01% Reduce -4.3% 794,738 $22.7M
Natixis 0.12% Add +17.3% 746,561 $21.4M
ING Groep NV 0.14% Reduce -7.8% 706,178 $20.2M
Goldman Sachs Group Inc. 0.00% Reduce -26.0% 700,063 $20.0M
Nuveen Asset Management, LLC 0.01% Add +90.9% 682,626 $19.5M
D. E. Shaw & Co. 0.03% Reduce -43.3% 630,970 $18.1M
GAMCO Investors 0.17% Reduce -4.3% 584,558 $16.7M
Barclays PLC 0.01% Add +6.2% 528,302 $15.1M
Hunting Hill Global Capital, LLC 8.79% No change 523,089 $15.0M
Point72 Asset Management 0.04% New 508,200 $14.5M
Royal Bank of Canada 0.00% Reduce -9.3% 483,850 $13.8M
Allspring Global Investments Holdings, LLC 0.02% Reduce -0.8% 477,165 $13.7M
BNP Paribas Financial Markets 0.02% Add +53.3% 477,035 $13.7M
Qube Research & Technologies Ltd 0.02% Reduce -38.0% 444,088 $12.7M
Canada Pension Plan Investment Board 0.01% Add +4.9% 441,398 $12.6M
Sei Investments Co. 0.02% Reduce -32.0% 430,729 $12.3M
Swiss National Bank 0.01% Reduce -4.0% 423,334 $12.1M
Gabelli Funds LLC 0.09% Reduce -5.7% 417,500 $11.9M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -1.0% 399,352 $11.4M
Aviva PLC 0.04% Reduce -23.4% 373,378 $10.7M
Segantii Capital Management Ltd 1.26% New 370,000 $10.6M
HSBC Holdings PLC 0.01% Reduce -16.2% 365,162 $10.5M
Healthcare of Ontario Pension Plan Trust Fund 0.04% Add +47.3% 362,172 $10.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -4.5% 343,383 $9.8M
Renaissance Technologies 0.02% Reduce -70.2% 335,978 $9.6M
Capula Management Ltd 0.30% New 313,867 $9.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -35.2% 300,322 $8.6M
JPMorgan Chase & Co. 0.00% Reduce -12.5% 286,593 $8.2M
F&V Capital Management, LLC 2.33% Add +2.8% 276,175 $7.9M
UBS Group AG 0.00% Reduce -1.1% 273,184 $7.8M
TD Asset Management Inc 0.01% Add +5.2% 255,098 $7.3M
Rhumbline Advisers 0.01% Reduce -2.8% 254,146 $7.3M
Voloridge Investment Management, LLC 0.03% Add +107.4% 244,199 $7.0M
Landscape Capital Management, L.L.C. 0.58% Add +5.9% 231,581 $6.6M
Millennium Management 0.01% Reduce -79.8% 229,805 $6.6M
Alliancebernstein L.P. 0.00% Reduce -39.5% 228,804 $6.5M
Engineers Gate Manager LP 0.16% Reduce -38.5% 217,429 $6.2M
Credit Suisse AG/ 0.01% Add +2.6% 215,882 $6.2M
Palliser Capital (UK) Ltd 8.27% No change 212,277 $6.1M
Verition Fund Management LLC 0.07% Reduce -0.9% 210,519 $6.0M
Danske Bank A/S 0.02% — 208,048 $6.0M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +8.8% 207,076 $5.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +81.8% 204,305 $5.8M
Panagora Asset Management Inc. 0.03% Reduce -6.5% 195,415 $5.6M
California Public Employees Retirement System 0.00% Reduce -5.1% 194,065 $5.6M
Redwood Investment Management, LLC 0.52% Add +13.6% 191,194 $5.5M
California State Teachers Retirement System 0.01% Reduce -3.7% 190,031 $5.4M
T. Rowe Price Associates Inc. 0.00% Add +0.6% 176,053 $5.0M
New York State Teachers Retirement System 0.01% Add +0.0% 175,318 $5.0M
Schonfeld Strategic Advisors LLC 0.04% New 171,825 $4.9M
CANADA LIFE ASSURANCE Co 0.01% Add +20.3% 167,294 $4.8M
Principal Financial Group Inc. 0.00% Reduce -7.9% 162,244 $4.6M
Storebrand Asset Management As 0.02% Reduce -2.4% 157,133 $4.5M
State of New Jersey Common Pension Fund D 0.01% No change 155,491 $4.5M
Ameriprise Financial Inc. 0.00% Reduce -13.8% 155,284 $4.4M
State Board of Administration of Florida Retirement System 0.01% Add +1.4% 141,611 $4.4M
Korea Investment CORP 0.01% Add +46.6% 144,969 $4.1M
NINE MASTS CAPITAL Ltd 2.88% No change 143,332 $4.1M
Prelude Capital Management, LLC 0.28% Reduce -1.1% 143,332 $4.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -5.0% 142,013 $4.1M
Balyasny Asset Management L.P. 0.01% New 134,242 $3.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Add +5.5% 131,801 $3.8M
Prudential Financial Inc. 0.01% Reduce -1.8% 131,168 $3.8M
APG Asset Management N.V. 0.01% Add +21.2% 139,509 $3.7M
QRG Capital Management, Inc. 0.05% Reduce -60.0% 128,176 $3.7M
Adage Capital Partners Gp, L.L.C. 0.01% No change 128,165 $3.7M
Bank of Montreal 0.00% Reduce -74.8% 119,907 $3.4M
Mint Tower Capital Management B.V. 4.28% New 120,000 $3.4M
Boothbay Fund Management, LLC 0.10% Add +199.8% 113,292 $3.2M
Robertson Opportunity Capital, LLC 1.42% Add +33.7% 110,000 $3.1M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.54% Add +66.1% 108,321 $3.1M
Mercer Global Advisors Inc. 0.01% Reduce -62.5% 107,041 $3.1M
Illinois Municipal Retirement Fund 0.05% No change 105,340 $3.0M
Arlington Partners LLC 1.50% Add +5769.5% 103,009 $2.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -1.4% 101,824 $2.9M
Cibc World Markets Corp. 0.02% Add +9.9% 101,654 $2.9M
Asset Management One Co., Ltd. 0.01% Add +1.4% 94,702 $2.7M
New York State Common Retirement Fund 0.00% Reduce -20.8% 90,247 $2.6M
Treasurer of the State of North Carolina 0.01% Add +0.5% 89,966 $2.6M
Richard Bernstein Advisors LLC 0.06% No change 89,459 $2.6M
Pictet Asset Management Holding SA 0.00% Reduce -12.4% 86,544 $2.5M
Voya Investment Management LLC 0.00% Add +84.3% 86,030 $2.5M
STRS Ohio 0.01% Reduce -2.4% 85,834 $2.5M
Toronto Dominion Bank 0.00% Reduce -4.2% 85,357 $2.4M
Ostrum Asset Management 0.18% Add +0.3% 81,262 $2.3M
Logan Stone Capital, LLC 0.48% New 78,070 $2.2M
Jane Street Group, LLC 0.00% Add +415.3% 77,532 $2.2M
Wells Fargo & Company 0.00% Add +4.1% 76,976 $2.2M
Envestnet Asset Management Inc. 0.00% Reduce -32.5% 75,969 $2.2M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -0.9% 73,050 $2.1M
Summit Global Investments 0.15% Reduce -31.8% 72,207 $2.1M
Maven Securities LTD 0.12% New 69,797 $2.0M
Russell Investments Group, Ltd. 0.00% Reduce -0.1% 67,247 $1.9M
Swedbank AB 0.00% No change 66,910 $1.9M
Skandinaviska Enskilda Banken AB (publ) 0.01% Reduce -75.0% 66,606 $1.9M
Graham Capital Management, L.P. 0.10% New 65,076 $1.9M
Forsta Ap-Fonden 0.01% No change 60,600 $1.7M
Virtu Financial LLC 0.13% New 59,792 $1.7M
Public Employees Retirement System of Ohio 0.01% Reduce -7.8% 58,026 $1.7M
Aberdeen Group plc 0.00% Reduce -2.3% 54,829 $1.6M
Aurora Investment Counsel 0.89% Add +3.8% 53,864 $1.5M
Royal London Asset Management Ltd. 0.00% Reduce -1.6% 51,687 $1.5M
Andra AP-fonden 0.03% New 51,000 $1.5M
Pullen Investment Management, LLC 1.17% — 48,374 $1.4M
Van Lanschot Kempen Investment Management N.V. 0.02% Reduce -28.1% 48,055 $1.4M
Resona Asset Management Co.,Ltd. 0.01% — 47,911 $1.4M
Victory Capital Management Inc. 0.00% Reduce -28.3% 46,492 $1.3M
DekaBank Deutsche Girozentrale 0.00% Add +28.0% 46,394 $1.3M
Ossiam 0.02% Add +21224.1% 45,207 $1.3M
State of Michigan Retirement System 0.01% Add +0.2% 45,031 $1.3M
SG Americas Securities, LLC 0.01% Add +144.8% 44,336 $1.3M
Lecap Asset Management Ltd. 0.26% Add +12.6% 44,212 $1.3M
Federation des caisses Desjardins du Quebec 0.01% Add +6.5% 45,469 $1.3M
Harbor Advisors LLC 0.22% No change 41,266 $1.2M
Caisse de depot et placement du Quebec 0.00% New 39,765 $1.1M
Arizona State Retirement System 0.01% Add +0.1% 38,878 $1.1M
Macquarie Group Ltd. 0.00% Reduce -88.2% 38,630 $1.1M
Aristides Capital LLC 0.46% Reduce -11.6% 38,019 $1.1M
Susquehanna International Group, LLP 0.00% Add +0.3% 36,519 $1.0M
Amalgamated Bank 0.01% Add +1.7% 35,431 $1.0M
Nomura Asset Management Co. Ltd. 0.00% Reduce -26.9% 34,756 $995K
American International Group, Inc. 0.00% Reduce -0.3% 34,520 $988K
Ensign Peak Advisors, Inc 0.00% Add +38.5% 34,012 $973K
Mn Services Vermogensbeheer B.V. 0.01% Reduce -16.5% 33,400 $956K
State of Alaska, Department of Revenue 0.01% No change 33,274 $951K
FFT Wealth Management LLC 0.08% New 32,851 $940K
Citadel Advisors 0.00% Reduce -11.7% 32,800 $939K
Edgestream Partners, L.P. 0.04% Reduce -60.6% 31,432 $900K
MetLife Investment Management, LLC 0.01% Reduce -3.5% 30,932 $885K
Privium Fund Management B.V. 0.26% New 30,900 $884K
Alaska Permanent Fund Corp 0.01% Add +95.8% 30,554 $874K
Ethic Inc. 0.02% Reduce -44.5% 29,765 $852K
Retirement Systems of Alabama 0.00% Add +0.1% 29,118 $833K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.3% 28,961 $829K
Xponance LLC 0.01% Add +25.4% 28,876 $826K
Orion Porfolio Solutions, LLC 0.01% Add +4.9% 28,735 $822K
Orion Portfolio Solutions, LLC 0.01% Add +4.9% 28,735 $822K
PNC Financial Services Group, Inc. 0.00% Add +5.9% 28,730 $822K
Squarepoint Ops LLC 0.00% Reduce -61.6% 27,379 $784K
Texas Permanent School Fund Corp. 0.01% Add +0.1% 27,270 $780K
Praxis Investment Management Inc. 0.05% No change 26,390 $755K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +62.9% 24,839 $735K
WINTON GROUP Ltd 0.05% No change 25,500 $730K
Bayesian Capital Management, LP 0.07% New 25,427 $728K
KBC Group NV 0.00% Reduce -33.7% 25,108 $719K
Iat Reinsurance Co. LTD. 0.36% No change 25,028 $716K
Robeco Institutional Asset Management B.V. 0.00% Reduce -7.6% 24,936 $714K
FMR LLC 0.00% Add +1.4% 24,167 $692K
B. Metzler seel. Sohn & Co. AG 0.01% Add +15.5% 23,450 $671K
Czech National Bank 0.01% Add +0.5% 23,209 $664K
DNB Asset Management AS 0.00% Reduce -64.9% 22,958 $657K
State of Tennessee, Department of Treasury 0.00% Reduce -52.6% 21,948 $628K
Public Employees Retirement Association of Colorado 0.00% No change 20,703 $593K
IFM Investors Pty Ltd 0.01% No change 20,454 $585K
Yousif Capital Management, LLC 0.01% Reduce -2.1% 19,979 $572K
New York Life Investment Management LLC 0.01% Reduce -3.4% 19,930 $570K
Schroder Investment Management Group 0.00% No change 19,929 $570K
Towne Trust Company, N.A 0.20% Reduce -29.8% 19,060 $545K
CIBC Asset Management Inc 0.00% Add +2.7% 18,922 $542K
Daiwa Securities Group Inc. 0.00% Add +4.7% 17,514 $501K
USS Investment Management Ltd 0.00% Reduce -51.5% 17,372 $497K
Mutual of America Capital Management LLC 0.01% Reduce -2.1% 17,297 $495K
Pathstone Holdings, LLC 0.00% Add +32.5% 17,257 $494K
CSS LLC 0.12% Add +23.6% 17,246 $494K
Nissay Asset Management Corp. /Japan 0.00% Add +1.5% 17,190 $492K
ProShare Advisors LLC 0.00% Add +0.3% 16,888 $483K
Metis Global Partners, LLC 0.02% Add +11.9% 16,874 $483K
Comerica Bank 0.00% Reduce -2.4% 16,753 $479K
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.00% Add +2.7% 16,705 $478K
Heartland Bank & Trust Co 0.28% Reduce -5.3% 16,689 $478K
Swiss Life Asset Management Ltd 0.01% Reduce -53.1% 16,212 $464K
Degroof Petercam Asset Management 0.01% No change 15,893 $455K
Raymond James & Associates 0.00% Add +18.2% 15,786 $452K
Neuberger Berman Group LLC 0.00% Reduce -53.8% 15,627 $447K
DoubleLine ETF Adviser LP 0.11% Add +0.9% 15,603 $447K
Augustine Asset Management Inc. 0.18% No change 15,000 $429K
Charles Schwab Investment Management Inc. 0.00% Add +31.4% 14,804 $424K
Headlands Technologies LLC 0.10% Add +23.7% 14,621 $418K
Jasper Ridge Partners, L.P. 0.01% No change 14,066 $403K
Allianz Asset Management GmbH 0.00% Add +27.4% 14,062 $402K
First Hawaiian Bank 0.01% No change 13,500 $386K
Stifel Financial Corp. 0.00% Reduce -13.0% 13,263 $380K
UniSuper Management Pty Ltd 0.00% Add +637.9% 13,209 $378K
Shell Asset Management Co. 0.02% New 11,799 $378K
Elo Mutual Pension Insurance Co 0.01% Add +4.7% 12,915 $370K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.3% 12,319 $353K
Prudential PLC 0.00% New 12,320 $353K
Mariner, LLC 0.00% Reduce -36.6% 11,992 $343K
Gulf International Bank (UK) Ltd 0.01% No change 11,859 $339K
Oregon Public Employees Retirement Fund 0.01% Reduce -68.1% 11,232 $321K
Teachers Retirement System of the State of Kentucky 0.00% Reduce -4.7% 11,028 $316K
Maryland State Retirement & Pension System 0.01% No change 11,163 $312K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% No change 10,619 $304K
Baird Financial Group, Inc. 0.00% Add +6.2% 10,567 $302K
Nordea Investment Management AB 0.00% Add +27.9% 10,281 $293K
MBB Public Markets I LLC 0.02% New 10,076 $288K
Kentucky Retirement Systems 0.01% Reduce -5.1% 10,019 $287K
Rafferty Asset Management, LLC 0.00% Reduce -2.2% 10,018 $287K
Cresset Asset Management, LLC 0.00% Add +1.7% 9,755 $279K
Horizon Advisory Services, Inc. 0.12% — 9,054 $259K
Supplemental Annuity Collective Trust of NJ 0.08% No change 9,000 $258K
Pacer Advisors, Inc. 0.00% Add +2.8% 8,941 $256K
Dark Forest Capital Management LP 0.04% No change 8,800 $252K
Bridgefront Capital, LLC 0.19% New 8,781 $251K
Vident Advisory, LLC 0.01% Add +13.3% 8,468 $242K
iA Global Asset Management Inc. 0.00% Add +9.6% 8,386 $240K
Corient Private Wealth LP 0.00% Reduce -0.5% 8,219 $235K
Credit Agricole S A 0.00% Add +117.7% 7,918 $224K
Securian Asset Management, Inc. 0.01% Reduce -7.7% 7,706 $221K
Louisiana State Employees Retirement System 0.00% Reduce -3.8% 7,700 $220K
Guggenheim Capital LLC 0.00% Reduce -27.4% 7,491 $214K
Franklin Resources Inc. 0.00% Add +0.0% 7,422 $212K
Utah Retirement Systems 0.00% No change 7,400 $212K
Achmea Investment Management B.V. 0.00% No change 7,370 $211K
Verity Asset Management, Inc. 0.11% New 7,190 $206K
Centiva Capital, LP 0.01% Reduce -82.7% 7,186 $206K
Hartford Investment Management Co. 0.01% Reduce -19.8% 7,135 $204K
Evoke Wealth, LLC 0.01% New 7,127 $204K
Tower Research Capital LLC (TRC) 0.00% Reduce -64.9% 6,964 $199K
New Mexico Educational Retirement Board 0.01% Reduce -5.7% 6,683 $191K
Nisa Investment Advisors, LLC 0.00% Reduce -16.0% 5,420 $155K
Metropolitan Life Insurance Co 0.01% Reduce -0.9% 5,320 $152K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 5,295 $152K
Mendota Financial Group, LLC 0.09% Reduce -5.0% 5,087 $146K
E. Ohman J:or Asset Management AB 0.00% No change 4,800 $137K
Northwestern Mutual Investment Management Company, LLC 0.00% Add +0.2% 4,186 $120K
Fifth Third Bancorp 0.00% Reduce -0.4% 4,078 $117K
Covestor Ltd 0.07% Add +280.5% 3,995 $114K
Cubist Systematic Strategies, LLC 0.00% Reduce -98.2% 3,839 $110K
Osaic Holdings, Inc. 0.00% Reduce -62.6% 3,738 $107K
Rakuten Investment Management, Inc. 0.00% Add +989.8% 3,629 $104K
Central Pacific Bank - Trust Division 0.01% — 3,400 $97K
V-Square Quantitative Management LLC 0.01% No change 3,391 $97K
Vestcor Inc 0.00% Reduce -2.5% 3,380 $97K
Capstone Investment Advisors, LLC 0.00% New 3,177 $91K
Banque Cantonale Vaudoise 0.00% Add +10.8% 2,380 $68K
Cwm, LLC 0.00% Reduce -6.2% 2,332 $67K
CI Investments Inc. 0.00% Add +21.3% 2,014 $58K
Horizon Investments, LLC 0.00% Add +0.6% 1,780 $51K
US Bancorp \de 0.00% Add +16.4% 1,738 $50K
Meeder Asset Management Inc. 0.00% New 1,577 $45K
Ameritas Investment Partners, Inc. 0.00% No change 1,466 $42K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 1,160 $33K
Horizon Bancorp Inc. 0.01% Reduce -6.0% 1,072 $31K
First Horizon Advisors, Inc. 0.00% Add +0.8% 1,069 $31K
Harbour Investments, Inc. 0.00% Reduce -1.4% 1,008 $29K
Allworth Financial LP 0.00% Reduce -1.7% 984 $28K
GAMMA Investing LLC 0.01% Reduce -46.6% 959 $27K
Westpac Banking Corp. 0.00% No change 883 $25K
Farther Finance Advisors, LLC 0.00% Add +4.9% 809 $23K
CKW Financial Group 0.00% No change 800 $23K
FNY Investment Advisers, LLC 0.01% No change 800 $22K
Sentry Investment Management LLC 0.01% No change 654 $19K
EverSource Wealth Advisors, LLC 0.00% Add +322.6% 655 $19K
O'shaughnessy Asset Management, LLC 0.00% Reduce -45.7% 502 $14K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -1.8% 493 $14K
Mather Group, Llc. 0.00% New 463 $13K
Acadian Asset Management LLC 0.00% No change 441 $12K
EntryPoint Capital, LLC 0.01% Reduce -92.0% 419 $12K
TD Private Client Wealth LLC 0.00% Add +14.7% 351 $10K
Parallel Advisors, LLC 0.00% Reduce -11.1% 319 $9K
Bessemer Group Inc. 0.00% Reduce -35.7% 313 $9K
Principal Securities, Inc. 0.00% Reduce -57.1% 313 $9K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -8.5% 300 $9K
Signaturefd, LLC 0.00% Add +13.7% 298 $9K
Northwestern Mutual Wealth Management Co. 0.00% Add +13.9% 286 $8K
Spire Wealth Management 0.00% Add +2.8% 262 $7K
Private Trust Co. NA 0.00% No change 247 $7K
New Covenant Trust Company, N.A. 0.01% — 217 $6K
Parkside Financial Bank & Trust 0.00% Reduce -7.4% 213 $6K
Quadrant Capital Group LLC 0.00% No change 213 $6K
Truvestments Capital LLC 0.00% Add +0.5% 208 $6K
Glenmede Trust Co. NA 0.00% Reduce -45.8% 199 $6K
CoreCap Advisors, LLC 0.00% New 189 $5K
Blue Trust, Inc. 0.00% Reduce -72.9% 178 $5K
Pineridge Advisors LLC 0.00% Add +0.6% 171 $5K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 149 $4K
Prestige Wealth Management Group LLC 0.00% No change 137 $4K
Key Financial Inc 0.00% No change 133 $4K
Global Retirement Partners, LLC 0.00% Reduce -33.5% 131 $4K
JFS Wealth Advisors, LLC 0.00% Reduce -6.3% 105 $3K
Smartleaf Asset Management LLC 0.00% New 94 $3K
Abound Wealth Management 0.00% Add +229.2% 79 $2K
IFP Advisors, Inc 0.00% Add +8.4% 77 $2K
JNBA Financial Advisors 0.00% No change 72 $2K
WealthCollab, LLC 0.00% No change 66 $2K
Laffer Tengler Investments, Inc. 0.00% No change 63 $2K
Geneos Wealth Management Inc. 0.00% No change 50 $1K
Huntington National Bank 0.00% Reduce -18.2% 36 $1K
Capital Advisors, Ltd. LLC 0.00% Add +3.0% 34 $1K
SJS Investment Consulting Inc. 0.00% Add +3.0% 34 $974
Anchor Investment Management, LLC 0.00% New 32 $916
LRI Investments, LLC 0.00% — 27 $780
Valued Wealth Advisors LLC 0.00% No change 24 $687
Avior Wealth Management, LLC 0.00% New 23 $658
Continuum Advisory, LLC 0.00% New 19 $585
Raffa Wealth Management, LLC 0.00% No change 19 $544
Bell Investment Advisors, Inc 0.00% No change 18 $516
SOA Wealth Advisors, LLC. 0.00% No change 17 $480
Concourse Financial Group Securities, Inc. 0.00% No change 14 $400
Bruce G. Allen Investments, LLC 0.00% No change 13 $372
Dunhill Financial, LLC 0.00% Add +20.0% 12 $339
Signature Resources Capital Management, LLC 0.00% No change 10 $276
True Wealth Design, LLC 0.00% Add +80.0% 9 $258
MV Capital Management, Inc. 0.00% Reduce -36.4% 7 $203
CIBC Private Wealth Group LLC 0.00% New 6 $172
NewEdge Advisors, LLC 0.00% Reduce -42.9% 4 $114
WestEnd Advisors, LLC 0.00% Add +100.0% 2 $57
Larson Financial Group LLC 0.00% No change 2 $57
Northwest Capital Management Inc 0.00% No change 1 $38
Rakuten Securities, Inc. 0.00% No change 1 $29
Penserra Capital Management LLC 0.00% Reduce -95.7% 27 $0

"% of holder's portfolio" is FOX's weight in each manager's 13F, not the share of Fox Corp. Class B the manager owns.