# Stock owned by various mutual funds

**URL:** <https://boards.straightdope.com/t/stock-owned-by-various-mutual-funds/534211>\
**Category:** Factual Questions\
**Created:** [March 29, 2010, 2:02pm UTC](https://boards.straightdope.com/t/stock-owned-by-various-mutual-funds/534211 "2010-03-29T14:02:08Z")\
**Posts on this page:** 6\
**Page:** 1

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**Author:** ![Great\_Dave](https://avatars.discourse-cdn.com/v4/letter/g/46a35a/32.png) [@Great\_Dave](https://boards.straightdope.com/u/Great_Dave)\
**Post date:** [March 29, 2010, 2:02pm UTC](https://boards.straightdope.com/t/stock-owned-by-various-mutual-funds/534211/1 "2010-03-29T14:02:08Z")

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Anyone have any tips on tracking down which mutual funds own a specific stock?

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**Author:** ![Crotalus](https://sea3.discourse-cdn.com/straightdope/user_avatar/boards.straightdope.com/crotalus/32/41_2.png) [@Crotalus](https://boards.straightdope.com/u/Crotalus)\
**Post date:** [March 29, 2010, 2:13pm UTC](https://boards.straightdope.com/t/stock-owned-by-various-mutual-funds/534211/2 "2010-03-29T14:13:46Z")

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On Yahoo Finance, and probably on similar web sites, you can see who the major holders of a given stock are. Example [here](http://finance.yahoo.com/q/mh?s=JNJ). This info includes the major mutual fund holders.

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**Author:** ![Dewey\_Finn](https://sea3.discourse-cdn.com/straightdope/user_avatar/boards.straightdope.com/dewey_finn/32/4222_2.png) [@Dewey\_Finn](https://boards.straightdope.com/u/Dewey_Finn)\
**Post date:** [March 29, 2010, 2:30pm UTC](https://boards.straightdope.com/t/stock-owned-by-various-mutual-funds/534211/3 "2010-03-29T14:30:00Z")

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I think that just tells you, for example, that Vanguard Group owns 96,547,688 million shares of Johnson & Johnson. It doesn’t tell you which specific fund within Vanguard holds those shares.

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**Author:** ![Chefguy](https://sea3.discourse-cdn.com/straightdope/user_avatar/boards.straightdope.com/chefguy/32/138_2.png) [@Chefguy](https://boards.straightdope.com/u/Chefguy)\
**Post date:** [March 29, 2010, 3:16pm UTC](https://boards.straightdope.com/t/stock-owned-by-various-mutual-funds/534211/4 "2010-03-29T15:16:33Z")

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I seem to recall that the Morningstar site would give you the major holdings for a given mutual fund. I used to cherry pick stocks that way. Otherwise, the prospectus for the fund will certainly tell you.

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**Author:** ![IAmNotSpartacus](https://avatars.discourse-cdn.com/v4/letter/i/cc9497/32.png) [@IAmNotSpartacus](https://boards.straightdope.com/u/IAmNotSpartacus)\
**Post date:** [March 29, 2010, 3:51pm UTC](https://boards.straightdope.com/t/stock-owned-by-various-mutual-funds/534211/5 "2010-03-29T15:51:20Z")

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Major holdings are reported to the SEC but are not necessarily current and may be up to 90 days out of date. The SEC will also allow companies to delay filing of the paperwork if the information becoming public could adversely impact their investment strategy (e.g. Warren Buffet received just such an exemption within the last 3 months IIRC)

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**Author:** ![Great\_Dave](https://avatars.discourse-cdn.com/v4/letter/g/46a35a/32.png) [@Great\_Dave](https://boards.straightdope.com/u/Great_Dave)\
**Post date:** [March 29, 2010, 5:16pm UTC](https://boards.straightdope.com/t/stock-owned-by-various-mutual-funds/534211/6 "2010-03-29T17:16:49Z")

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> [@Dewey\_Finn](#):
>
> I think that just tells you, for example, that Vanguard Group owns 96,547,688 million shares of Johnson & Johnson. It doesn’t tell you which specific fund within Vanguard holds those shares.

It list major direct owners, top institutional holders, and top mutual fund holders.

Thanks!