Dave Inc. Warrants — Institutional Ownership

Which tracked institutions hold DAVEW, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

31
Funds holding
$1433775898
Total value held
Buying
29 added/new · 2 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $621460746 1667948 +839351 +101.30%
2 State Street Corp $151551728 406752 +172964 +73.98%
3 Invesco Ltd. $110344765 296156 +296156 NEW BUY
4 Ubs Group Ag $106698432 286762 +286762 NEW BUY
5 Goldman Sachs Group Inc $89250851 251173 +90983 +56.80%
6 Franklin Resources Inc $52248669 140231 +3435 +2.51%
7 Jpmorgan Chase & Co $51054271 136922 +122347 +839.43%
8 Northern Trust Corp $50632373 135893 +13307 +10.86%
9 Morgan Stanley $36347114 97550 +41479 +73.98%
10 Sei Investments Co $29677627 79652 -18783 -19.08%
11 Bank Of America Corp /De/ $29122380 78162 +30737 +64.81%
12 Bank Of New York Mellon Corp $23341379 62646 +26591 +73.75%
13 Principal Financial Group Inc $18892548 50706 +50706 NEW BUY
14 Ameriprise Financial Inc $13943439 37346 +37346 NEW BUY
15 Royal Bank Of Canada $8105000 21750 +11160 +105.38%
16 Bank Of Montreal /Can/ $7190614 19299 +13847 +253.98%
17 Barclays Plc $5164841 13862 +4366 +45.98%
18 Federated Hermes, Inc. $4634274 12438 +12438 NEW BUY
19 Wells Fargo & Company/Mn $4519517 12130 +5860 +93.46%
20 Prudential Financial Inc $4044837 10856 +7745 +248.96%
21 Blackstone Inc. $3333190 8946 +8946 NEW BUY
22 Stifel Financial Corp $2765736 7423 +7423 NEW BUY
23 Citigroup Inc $2605521 6993 +5520 +374.75%
24 Fifth Third Bancorp $2409021 6466 +1951 +43.21%
25 Janus Henderson Group Plc $2228312 12805 +12805 NEW BUY
26 Raymond James Financial Inc $1117397 2999 +1382 +85.47%
27 Us Bancorp \De\ $473190 1270 -164 -11.44%
28 Allstate Corp $266402 715 +715 NEW BUY
29 Truist Financial Corp $219828 590 +590 NEW BUY
30 Pnc Financial Services Group, Inc. $118483 318 +295 +1282.61%
31 Toronto Dominion Bank $13413 36 +36 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.