Five9, Inc. — Institutional Ownership
Which tracked institutions hold FIVN, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
32
Funds holding
$581326944
Total value held
Buying
23 added/new · 7 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $171181904 | 30046625 | +10826983 | +56.33% |
| 2 | Ameriprise Financial Inc | $88317966 | 4140003 | +4140003 | NEW BUY |
| 3 | Ubs Group Ag | $76257664 | 3732082 | +3732082 | NEW BUY |
| 4 | State Street Corp | $61147731 | 21244554 | +3521316 | +19.87% |
| 5 | Bank Of America Corp /De/ | $30139898 | 2239873 | +1069396 | +91.36% |
| 6 | Morgan Stanley | $26415083 | 4686516 | -1066666 | -18.54% |
| 7 | Jpmorgan Chase & Co | $25927412 | 18528891 | -4104863 | -18.14% |
| 8 | Goldman Sachs Group Inc | $22006834 | 1204736 | -121795 | -9.18% |
| 9 | Northern Trust Corp | $18500451 | 867751 | +153270 | +21.45% |
| 10 | Royal Bank Of Canada | $14438000 | 6043565 | +1484482 | +32.56% |
| 11 | Principal Financial Group Inc | $11029114 | 517313 | +260565 | +101.49% |
| 12 | Bank Of New York Mellon Corp | $10429434 | 489185 | +12978 | +2.73% |
| 13 | Barclays Plc | $4410194 | 4535783 | +4325482 | +2056.81% |
| 14 | Citigroup Inc | $4257129 | 3314632 | -1192105 | -26.45% |
| 15 | Invesco Ltd. | $3823763 | 179351 | +179351 | NEW BUY |
| 16 | Sei Investments Co | $2922559 | 237717 | +107330 | +82.32% |
| 17 | Wells Fargo & Company/Mn | $2382223 | 1063391 | +66074 | +6.63% |
| 18 | Raymond James Financial Inc | $2141000 | 110965 | +87066 | +364.31% |
| 19 | Franklin Resources Inc | $1880871 | 88221 | +45487 | +106.44% |
| 20 | Bank Of Montreal /Can/ | $1006367 | 47203 | +47203 | NEW BUY |
| 21 | Prudential Financial Inc | $872947 | 40945 | +28410 | +226.65% |
| 22 | Jefferies Financial Group Inc. | $861499 | 40408 | +40408 | NEW BUY |
| 23 | Janus Henderson Group Plc | $477416 | 31440 | +31440 | NEW BUY |
| 24 | Citizens Financial Group Inc/Ri | $240767 | 11293 | +978 | +9.48% |
| 25 | Toronto Dominion Bank | $85000 | 4000 | — | Held |
| 26 | Federated Hermes, Inc. | $65815 | 3087 | +3087 | NEW BUY |
| 27 | Pnc Financial Services Group, Inc. | $43386 | 2035 | -515 | -20.20% |
| 28 | Truist Financial Corp | $41637 | 47000 | — | Held |
| 29 | Cullen/Frost Bankers, Inc. | $8336 | 391 | +391 | NEW BUY |
| 30 | Fifth Third Bancorp | $6574 | 308 | -218 | -41.44% |
| 31 | Us Bancorp \De\ | $6247 | 293 | -195 | -39.96% |
| 32 | Amalgamated Financial Corp. | $1723 | 15611 | +15611 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.