DAILY JOURNAL CORP - DJCO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 11 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RWWM, Inc. | History | Added to | 367,856 | 179,263 | 12.32% | 11.26% | 1 | +28,915 | 8.53% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Added to | 102,622 | 50,009 | 0.0% | 0.0% | 2 | +534 | 0.52% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 97,804 | 47,661 | 0.0% | 0.0% | 3 | +4,569 | 4.9% | Q4 2025 | Feb 12, 2026 |
| AltraVue Capital, LLC | History | Added to | 66,819 | 32,562 | 2.68% | 2.19% | 4 | +10,060 | 17.72% | Q4 2025 | Feb 11, 2026 |
| ADVISORY RESEARCH INC | History | Added to | 65,564 | 31,950 | 4.02% | 3.51% | 5 | +8,097 | 14.09% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 41,337 | 20,144 | 0.02% | 0.02% | 6 | +1 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 36,022 | 17,556 | 0.0% | 0.0% | 7 | -9,305 | -20.53% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 34,043 | 16,589 | 0.0% | 0.0% | 8 | -2,632 | -7.18% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 30,281 | 14,757 | 0.0% | 0.0% | 9 | +381 | 1.27% | Q4 2025 | Feb 09, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 23,929 | 11,661 | 0.01% | — | 10 | +23,929 | New | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 23,347 | 11,377 | 0.0% | 0.0% | 11 | +21,069 | 924.89% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 15,197 | 7,405 | 0.0% | 0.01% | 12 | -10,628 | -41.15% | Q4 2025 | Feb 10, 2026 |
| Legato Capital Management LLC | History | Added to | 14,217 | 6,928 | 0.6% | 0.61% | 13 | +2,190 | 18.21% | Q4 2025 | Feb 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 13,453 | 6,555 | 0.01% | 0.01% | 14 | +1,970 | 17.16% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 12,851 | 6,262 | 0.01% | — | 15 | +12,851 | New | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 12,450 | 6,067 | 0.0% | 0.0% | 16 | +7,747 | 164.72% | Q4 2025 | Jan 29, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 11,604 | 5,654 | 0.0% | 0.0% | 17 | -1,121 | -8.81% | Q4 2025 | Feb 17, 2026 |
| Aquamarine Zurich AG | History | No change | 11,500 | 5,604 | 3.8% | 1.69% | 18 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 11,437 | 5,574 | 0.0% | 0.0% | 19 | +10,837 | 1806.17% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 9,132 | 4,450 | 0.0% | 0.0% | 20 | +3,366 | 58.38% | Q4 2025 | Mar 25, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 8,445 | 4,115 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 8,288 | 4,039 | 0.0% | 0.0% | 22 | -5,153 | -38.34% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,894 | 3,846 | 0.0% | 0.0% | 23 | +878 | 12.51% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 7,478 | 3,644 | 0.12% | 0.03% | 24 | +5,878 | 367.38% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | New | 6,575 | 3,204 | 0.0% | — | 25 | +6,575 | New | Q4 2025 | Feb 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 6,400 | 3,118 | 0.07% | 0.07% | 26 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Caprock Group, LLC | History | Reduced | 5,558 | 2,708 | 0.06% | 0.06% | 27 | -26 | -0.47% | Q4 2025 | Jan 28, 2026 |
| Cerity Partners LLC | History | Added to | 4,921 | 2,398 | 0.0% | 0.0% | 28 | +47 | 0.96% | Q4 2025 | Feb 11, 2026 |
| Squarepoint Ops LLC | History | New | 4,523 | 2,204 | 0.0% | — | 29 | +4,523 | New | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 3,888 | 1,894 | 0.0% | 0.0% | 30 | +547 | 16.37% | Q4 2025 | Feb 10, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 3,608 | 1,758 | 0.0% | 0.0% | 31 | +1 | 0.03% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 3,114 | 1,517 | 0.0% | 0.0% | 32 | -712 | -18.61% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 3,075 | 1,498 | 0.0% | 0.0% | 33 | +1,437 | 87.73% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | No change | 2,542 | 1,238 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 2,339 | 1,139 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 2,241 | 1,092 | 0.0% | 0.0% | 36 | +401 | 21.79% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 2,169 | 1,056 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Reduced | 1,966 | 958 | 0.0% | 0.0% | 38 | -100 | -4.84% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,841 | 897 | 0.0% | 0.0% | 39 | +2 | 0.11% | Q4 2025 | Feb 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,770 | 862 | 0.0% | 0.0% | 40 | +2 | 0.11% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 1,649 | 803 | 0.0% | 0.0% | 41 | -242 | -12.8% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,605 | 781 | 0.0% | 0.0% | 42 | +648 | 67.71% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | No change | 1,600 | 779 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Advantage, Inc. | History | Reduced | 1,386 | 675 | 0.09% | 0.1% | 44 | -40 | -2.81% | Q4 2025 | Jan 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,332 | 649 | 0.0% | 0.0% | 45 | +116 | 9.54% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 1,260 | 614 | 0.0% | 0.0% | 46 | -2 | -0.16% | Q4 2025 | Feb 09, 2026 |
| Virtu Financial LLC | History | Added to | 1,244 | 606 | 0.02% | 0.02% | 47 | +353 | 39.62% | Q4 2025 | Feb 23, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 1,200 | 584 | 0.0% | 0.0% | 48 | +100 | 9.09% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,194 | 581 | 0.0% | 0.0% | 49 | -1 | -0.08% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Reduced | 1,107 | 539 | 0.01% | 0.04% | 50 | -670 | -37.7% | Q4 2025 | Feb 17, 2026 |
| SHAYNE & JACOBS, LLC | History | Reduced | 1,069 | 520 | 0.16% | 0.17% | 51 | -130 | -10.84% | Q4 2025 | Jan 27, 2026 |
| AVIVA PLC | History | Added to | 1,047 | 510 | 0.0% | 0.0% | 52 | +34 | 3.36% | Q4 2025 | Feb 12, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 1,044 | 508 | 0.03% | 0.03% | 53 | -101 | -8.82% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 1,026 | 499 | 0.0% | 0.0% | 54 | -638 | -38.34% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 1,010 | 492 | 0.0% | 0.0% | 55 | +47 | 4.88% | Q4 2025 | Feb 19, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 810 | 400 | 0.0% | 0.0% | 56 | +205 | 33.88% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 792 | 385 | 0.0% | 0.0% | 57 | +50 | 6.74% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | New | 783 | 381 | 0.0% | — | 58 | +783 | New | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 775 | 378 | 0.0% | 0.0% | 59 | +79 | 11.35% | Q4 2025 | Feb 17, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 712 | 346 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 689 | 335 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 675 | 328 | 0.0% | 0.0% | 62 | -154 | -18.58% | Q4 2025 | Feb 12, 2026 |
| EQUITABLE TRUST CO | History | No change | 666 | 324 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 614 | 299 | 0.0% | 0.0% | 64 | +28 | 4.78% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 607 | 295 | 0.0% | 0.0% | 65 | -215 | -26.16% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 601 | 293 | 0.0% | — | 66 | +601 | New | Q4 2025 | Feb 17, 2026 |
| HM PAYSON & CO | History | Reduced | 595 | 289 | 0.0% | 0.01% | 67 | -480 | -44.65% | Q4 2025 | Feb 12, 2026 |
| Entropy Technologies, LP | History | New | 540 | 263 | 0.01% | — | 68 | +540 | New | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 523 | 254 | 0.0% | 0.0% | 69 | -546 | -51.08% | Q4 2025 | Feb 17, 2026 |
| Metis Global Partners, LLC | History | New | 518 | 252 | 0.01% | — | 70 | +518 | New | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 475 | 231 | 0.0% | 0.0% | 71 | +141 | 42.22% | Q4 2025 | Feb 17, 2026 |
| Graham Capital Management, L.P. | History | New | 459 | 223 | 0.01% | — | 72 | +459 | New | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Reduced | 452 | 220 | 0.0% | 0.0% | 73 | -185 | -29.04% | Q4 2025 | Feb 17, 2026 |
| Composition Wealth, LLC | History | No change | 440 | 214 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | New | 435 | 211 | 0.0% | — | 75 | +435 | New | Q4 2025 | Feb 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | New | 414 | 201 | 0.0% | — | 76 | +414 | New | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 409 | 199 | 0.0% | 0.0% | 77 | +372 | 1005.41% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 350 | 170 | 0.0% | 0.0% | 78 | -133 | -27.54% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 339 | 165 | 0.0% | 0.0% | 79 | -49 | -12.63% | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 300 | 146 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AlphaQuest LLC | History | No change | 277 | 134 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 226 | 110 | 0.03% | — | 82 | +226 | New | Q4 2025 | Mar 03, 2026 |
| Rockefeller Capital Management L.P. | History | New | 153 | 74 | 0.0% | — | 83 | +153 | New | Q4 2025 | Mar 16, 2026 |
| CWM, LLC | History | Added to | 142 | 69 | 0.0% | 0.0% | 84 | +96 | 208.7% | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | Added to | 106 | 51 | 0.0% | 0.0% | 86 | +68 | 178.95% | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 105 | 51 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| STRS OHIO | History | New | 100 | 48 | 0.0% | — | 87 | +100 | New | Q4 2025 | Feb 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 63 | 30 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 60 | 29 | 0.0% | — | 89 | +60 | New | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | No change | 60 | 29 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AMALGAMATED BANK | History | Reduced | 40 | 19 | 0.0% | 0.0% | 91 | -9 | -18.37% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 35 | 17 | 0.0% | 0.0% | 92 | -7 | -16.67% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 32 | 15 | 0.0% | 0.0% | 93 | -14 | -30.43% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 25 | 13 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 25 | 12 | 0.0% | 0.0% | 95 | +15 | 150.0% | Q4 2025 | Jan 15, 2026 |
| Sterling Capital Management LLC | History | Added to | 22 | 10 | 0.0% | 0.0% | 96 | +1 | 4.76% | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 18 | 8 | 0.0% | — | 97 | +18 | New | Q4 2025 | Feb 09, 2026 |
| FEDERATED HERMES, INC. | History | New | 16 | 7 | 0.0% | — | 99 | +16 | New | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 16 | 7 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 13 | 6 | 0.0% | 0.0% | 100 | -1 | -7.14% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 11 | 5 | 0.0% | 0.0% | 102 | -6 | -35.29% | Q4 2025 | Jan 05, 2026 |
| Optiver Holding B.V. | History | No change | 12 | 5 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 9 | 4 | 0.0% | — | 103 | +8 | 800.0% | Q4 2025 | Jan 30, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 10 | 4 | 0.0% | 0.0% | 104 | +1 | 11.11% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 7 | 3 | 0.0% | — | 105 | +7 | New | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 6 | 2 | 0.0% | — | 106 | +4 | 200.0% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 4 | 1 | 0.0% | — | 107 | +4 | New | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Reduced | 2 | 1 | 0.0% | 0.0% | 108 | -1 | -33.33% | Q4 2025 | Feb 06, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.02% | — | -13,338 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,313 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -7,055 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,607 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,300 | -100.0% | Q3 2025 | Oct 15, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.04% | — | -933 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -77 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -71 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Versant Capital Management, Inc | History | Reduced | 1 | 0 | — | 0.0% | — | -12 | -92.31% | Q4 2025 | Jan 08, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Blue Trust, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 16, 2026 |
| SIGNATUREFD, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| True Wealth Design, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |