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Institutional Holders · 13F

First-hand SEC EDGAR 13F-HR institutional holdings: the top 25 holders ranked by market value, plus the largest adds and trims this quarter. Quarter 2026-03-31.

Ownership

Institutions94.8%
Insiders14.9%
Institutions Count228
Institutions 94.8%Insiders 14.9%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$841.06MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
BlackRock, Inc.CIK 0002012383
9,452,442$174.02M+136,847↑ INC
AMERICAN ASSETS INCCIK 0000885118
7,374,599$135.77M–no_change
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
5,396,960$99.36M+5,396,960NEW
Senvest Management, LLCCIK 0001328785
3,577,054$65.85M+647,618↑ INC
STATE STREET CORPCIK 0000093751
2,844,330$52.36M-53,063↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
2,118,674$39.00M+2,118,674NEW
American Assets Investment Management, LLCCIK 0001389256
1,477,340$27.20M–no_change
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
1,336,571$24.61M+12,602↑ INC
JPMORGAN CHASE & COCIK 0000019617
1,279,523$23.50M-85,876↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
1,261,384$23.22M+179,301↑ INC
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
960,837$17.69M-74,870↓ DEC
AMERIPRISE FINANCIAL INCCIK 0000820027
952,582$17.54M-331,162↓ DEC
MORGAN STANLEYCIK 0000895421
883,482$16.26M-71,821↓ DEC
PRIVATE MANAGEMENT GROUP INCCIK 0001142031
806,584$14.85M+806,584NEW
Invesco Ltd.CIK 0000914208
805,626$14.83M+155,931↑ INC
NORTHERN TRUST CORPCIK 0000073124
774,537$14.26M+6,250↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
616,883$11.36M-101,023↓ DEC
FULLER & THALER ASSET MANAGEMENT, INC.CIK 0001082327
595,760$10.97M+191,051↑ INC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
542,732$9.99M+404,526↑ INC
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833
465,859$8.58M+55,130↑ INC
Bank of New York Mellon CorpCIK 0001390777
459,495$8.46M-38,547↓ DEC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
450,195$8.29M+179,833↑ INC
UBS Group AGCIK 0001610520
425,329$7.83M+334,448↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
417,988$7.70M+67,194↑ INC
FIRST TRUST ADVISORS LPCIK 0001125816
410,598$7.56M+10,880↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+5,396,960$99.36M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+2,118,674$39.00M
PRIVATE MANAGEMENT GROUP INCNEW
+806,584$14.85M
Senvest Management, LLC↑ INC
+647,618$65.85M
TWO SIGMA INVESTMENTS, LP↑ INC
+404,526$9.99M
UBS Group AG↑ INC
+334,448$7.83M
VANGUARD FIDUCIARY TRUST CONEW
+305,895$5.63M
ALGERT GLOBAL LLC↑ INC
+253,727$14.97K
CSM Advisors, LLCNEW
+193,026$3.55K
FULLER & THALER ASSET MANAGEMENT, INC.↑ INC
+191,051$10.97M

Top Trims (Sellers)

FilerΔ SharesValue
Nuveen, LLC↓ DEC
-395,621$4.74M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC↓ DEC
-373,059$60.62K
AMERIPRISE FINANCIAL INC↓ DEC
-331,162$17.54M
STRS OHIO↓ DEC
-195,200$1.59M
Allianz Asset Management GmbH↓ DEC
-148,405$2.60M
AQR CAPITAL MANAGEMENT LLC↓ DEC
-142,083$6.59M
Waterfall Asset Management, LLC↓ DEC
-126,710$5.14M
DIMENSIONAL FUND ADVISORS LP↓ DEC
-101,023$11.36M
JPMORGAN CHASE & CO↓ DEC
-85,876$23.50M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↓ DEC
-74,870$17.69M