Dave Inc. Warrants — Institutional Ownership

Which tracked institutions hold DAVEW, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.

25
Funds holding
$342587473
Total value held
Buying
17 added/new · 7 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $144250452 828597 -40235 -4.63%
2 State Street Corp $40700153 233788 +625 +0.27%
3 Goldman Sachs Group Inc $25849405 148483 +37464 +33.75%
4 Invesco Ltd. $25415874 114791 -151 -0.13%
5 Franklin Resources Inc $23814815 136796 +13071 +10.56%
6 Northern Trust Corp $21340997 122586 +2736 +2.28%
7 Sei Investments Co $17135176 98435 NEW BUY
8 Morgan Stanley $9761447 56071 -12084 -17.73%
9 Bank Of America Corp /De/ $8256218 47425 -33859 -41.66%
10 Bank Of New York Mellon Corp $6276777 36055 -1732 -4.58%
11 Ameriprise Financial Inc $3652089 20976 +4118 +24.43%
12 Wells Fargo & Company/Mn $3534368 15963 +8156 +104.47%
13 Blackstone Inc. $2514034 14441 NEW BUY
14 Janus Henderson Group Plc $2228312 12805 NEW BUY
15 Royal Bank Of Canada $1844000 10590 NEW BUY
16 Barclays Plc $1653158 9496 NEW BUY
17 Brc Group Holdings, Inc. $1218630 7000 NEW BUY
18 Bank Of Montreal /Can/ $949139 5452 NEW BUY
19 Fifth Third Bancorp $786034 4515 NEW BUY
20 Prudential Financial Inc $541594 3111 +270 +9.50%
21 Citigroup Inc $326137 1473 -103 -6.54%
22 Raymond James Financial Inc $281504 1617 -340 -17.37%
23 Us Bancorp \De\ $249645 1434 +1325 +1215.60%
24 Pnc Financial Services Group, Inc. $4004 23 +4 +21.05%
25 Goldman Sachs Group Inc $3511 11707 Held

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