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.
| Filer | Shares | Market Value | Δ Shares | Change |
|---|---|---|---|---|
BlackRock, Inc.CIK 0002012383 | 9,818,406 | $765.74M | -42,004 | ↓ DEC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 3,896,626 | $303.89M | -128,156 | ↓ DEC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 3,694,069 | $288.10M | +3,694,069 | NEW |
North Reef Capital Management LPCIK 0001867831 | 3,423,243 | $266.98M | +686,215 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 3,319,796 | $259.57M | +120,431 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 2,896,345 | $225.89M | +2,896,345 | NEW |
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219 | 2,890,940 | $225.46M | -81,249 | ↓ DEC |
Independent Advisor AllianceCIK 0001696899 | 2,647,757 | $206.50M | +157,331 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 2,595,317 | $202.41M | +1,568,042 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 1,617,538 | $126.17M | +79,533 | ↑ INC |
JENNISON ASSOCIATES LLCCIK 0000053417 | 1,390,012 | $108.41M | -351,202 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 1,116,503 | $87.08M | +246,792 | ↑ INC |
CONGRESS ASSET MANAGEMENT COCIK 0000897378 | 1,095,966 | $85.47M | +99,180 | ↑ INC |
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328 | 1,057,347 | $82.46M | +90,883 | ↑ INC |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 992,950 | $77.44M | -164,274 | ↓ DEC |
JPMORGAN CHASE & COCIK 0000019617 | 955,996 | $73.16M | -255,890 | ↓ DEC |
Nuveen, LLCCIK 0001871926 | 918,773 | $71.66M | -164,499 | ↓ DEC |
FMR LLCCIK 0000315066 | 843,992 | $65.82M | -130,987 | ↓ DEC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 808,413 | $63.05M | +1,557 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 750,542 | $58.53M | -339,269 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 747,325 | $58.28M | +18,240 | ↑ INC |
Davis Asset Management, L.P.CIK 0001945894 | 621,800 | $48.49M | – | no_change |
SEGALL BRYANT & HAMILL, LLCCIK 0001006378 | 568,172 | $42.95M | -159,514 | ↓ DEC |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.CIK 0001021642 | 541,995 | $42.27M | +541,995 | NEW |
Bank of New York Mellon CorpCIK 0001390777 | 516,150 | $40.25M | -3,257 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +3,694,069 | $288.10M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +2,896,345 | $225.89M |
Invesco Ltd.↑ INC | +1,568,042 | $202.41M |
North Reef Capital Management LP↑ INC | +686,215 | $266.98M |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.NEW | +541,995 | $42.27M |
VANGUARD FIDUCIARY TRUST CONEW | +416,858 | $32.51M |
MORGAN STANLEY↑ INC | +246,792 | $87.08M |
Independent Advisor Alliance↑ INC | +157,331 | $206.50M |
FRANKLIN RESOURCES INC↑ INC | +151,849 | $12.53M |
STATE STREET CORP↑ INC | +120,431 | $259.57M |
| Filer | Δ Shares | Value |
|---|---|---|
FJ Capital Management LLC↓ DEC | -467,452 | $10.52M |
JENNISON ASSOCIATES LLC↓ DEC | -351,202 | $108.41M |
GOLDMAN SACHS GROUP INC↓ DEC | -339,269 | $58.53M |
JPMORGAN CHASE & CO↓ DEC | -255,890 | $73.16M |
Campbell & CO Investment Adviser LLC↓ DEC | -169,152 | $454.45K |
Nuveen, LLC↓ DEC | -164,499 | $71.66M |
AMERICAN CENTURY COMPANIES INC↓ DEC | -164,274 | $77.44M |
SEGALL BRYANT & HAMILL, LLC↓ DEC | -159,514 | $42.95M |
CITADEL ADVISORS LLC↓ DEC | -135,774 | $4.36M |
FMR LLC↓ DEC | -130,987 | $65.82M |