Five9, Inc. — Institutional Ownership
Which tracked institutions hold FIVN, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
37
Funds holding
$295745407
Total value held
Buying
23 added/new · 12 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $106912732 | 7047642 | -319027 | -4.33% |
| 2 | Ameriprise Financial Inc | $32751293 | 2159000 | +423771 | +24.42% |
| 3 | State Street Corp | $31071770 | 2048238 | +48139 | +2.41% |
| 4 | Bank Of America Corp /De/ | $17756136 | 1170477 | +264252 | +29.16% |
| 5 | Goldman Sachs Group Inc | $17392875 | 1146531 | -79722 | -6.50% |
| 6 | Morgan Stanley | $13822635 | 911182 | +10881 | +1.21% |
| 7 | State Street Corp | $13615163 | 15675000 | -175000 | -1.10% |
| 8 | Northern Trust Corp | $10838677 | 714481 | +1849 | +0.26% |
| 9 | Blackrock, Inc. | $10559210 | 12172000 | +2525000 | +26.17% |
| 10 | Bank Of New York Mellon Corp | $7224066 | 476207 | +12374 | +2.67% |
| 11 | Royal Bank Of Canada | $6023000 | 397083 | — | NEW BUY |
| 12 | Morgan Stanley | $4200435 | 4842000 | -1735000 | -26.38% |
| 13 | Citigroup Inc | $4015415 | 4474000 | -931000 | -17.22% |
| 14 | Principal Financial Group Inc | $3894867 | 256748 | +11319 | +4.61% |
| 15 | Royal Bank Of Canada | $3611000 | 4162000 | — | NEW BUY |
| 16 | Invesco Ltd. | $3367337 | 167947 | +52672 | +45.69% |
| 17 | Barclays Plc | $2704825 | 178301 | — | NEW BUY |
| 18 | Wells Fargo & Company/Mn | $2545609 | 126963 | +7501 | +6.28% |
| 19 | Citigroup Inc | $656377 | 32737 | -21942 | -40.13% |
| 20 | Franklin Resources Inc | $648275 | 42734 | -13569 | -24.10% |
| 21 | Janus Henderson Group Plc | $477416 | 31440 | — | NEW BUY |
| 22 | Sei Investments Co | $385155 | 25387 | — | NEW BUY |
| 23 | Marex Group Plc | $293706 | 19361 | — | NEW BUY |
| 24 | Prudential Financial Inc | $190156 | 12535 | — | NEW BUY |
| 25 | Raymond James Financial Inc | $165338 | 10899 | -26662 | -70.98% |
| 26 | Citizens Financial Group Inc/Ri | $156479 | 10315 | -1043 | -9.18% |
| 27 | Goldman Sachs Group Inc | $156150 | 180000 | — | NEW BUY |
| 28 | Sei Investments Co | $91088 | 105000 | — | NEW BUY |
| 29 | Toronto Dominion Bank | $61000 | 4000 | — | NEW BUY |
| 30 | Truist Financial Corp | $40773 | 47000 | — | Held |
| 31 | Pnc Financial Services Group, Inc. | $38682 | 2550 | -85 | -3.23% |
| 32 | Barclays Plc | $27722 | 32000 | — | NEW BUY |
| 33 | Wells Fargo & Company/Mn | $21657 | 24000 | -1734000 | -98.63% |
| 34 | Raymond James Financial Inc | $11278 | 13000 | — | Held |
| 35 | Fifth Third Bancorp | $7984 | 526 | — | NEW BUY |
| 36 | Us Bancorp \De\ | $7403 | 488 | -423 | -46.43% |
| 37 | Amalgamated Financial Corp. | $1723 | 15611 | — | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.