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 |
|---|---|---|---|---|
JPMORGAN CHASE & COCIK 0000019617 | 19,568,047 | $4.23B | -745,202 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 19,307,796 | $4.18B | +68,175 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 16,699,898 | $3.62B | +16,699,898 | NEW |
FMR LLCCIK 0000315066 | 14,620,963 | $3.17B | -489,719 | ↓ DEC |
Capital World InvestorsCIK 0001422849 | 13,817,720 | $2.99B | +1,204,349 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 12,419,279 | $2.69B | +12,419,279 | NEW |
STATE STREET CORPCIK 0000093751 | 10,973,921 | $2.38B | +20,323 | ↑ INC |
DODGE & COXCIK 0000200217 | 7,354,915 | $1.59B | +6,474,330 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 6,243,640 | $1.35B | +229,444 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 4,056,175 | $878.49M | -3,717,633 | ↓ DEC |
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328 | 3,242,088 | $702.18M | +409,145 | ↑ INC |
Capital Research Global InvestorsCIK 0001422848 | 2,980,131 | $645.43M | +1,431,658 | ↑ INC |
EAGLE CAPITAL MANAGEMENT LLCCIK 0000945631 | 2,665,572 | $577.31M | +2,665,572 | NEW |
Capital International InvestorsCIK 0001562230 | 2,596,653 | $562.33M | -3,683,802 | ↓ DEC |
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219 | 2,583,359 | $559.50M | -382,624 | ↓ DEC |
GTCR LLCCIK 0001576350 | 2,373,773 | $514.11M | +2,373,773 | NEW |
WCM INVESTMENT MANAGEMENT, LLCCIK 0001061186 | 2,362,513 | $510.18M | -17,781 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 2,229,829 | $482.94M | -443 | ↓ DEC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 2,109,463 | $457.17M | +65,823 | ↑ INC |
FRANKLIN RESOURCES INCCIK 0000038777 | 1,954,100 | $423.22M | +1,563,789 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 1,953,270 | $423.04M | +244,594 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,854,488 | $401.64M | +346,409 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 1,715,812 | $371.61M | -17,357 | ↓ DEC |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLCCIK 0000861177 | 1,449,869 | $314.01M | +3,100 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 1,447,832 | $313.57M | +1,447,832 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +16,699,898 | $3.62B |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +12,419,279 | $2.69B |
DODGE & COX↑ INC | +6,474,330 | $1.59B |
EAGLE CAPITAL MANAGEMENT LLCNEW | +2,665,572 | $577.31M |
GTCR LLCNEW | +2,373,773 | $514.11M |
FRANKLIN RESOURCES INC↑ INC | +1,563,789 | $423.22M |
VANGUARD FIDUCIARY TRUST CONEW | +1,447,832 | $313.57M |
Capital Research Global Investors↑ INC | +1,431,658 | $645.43M |
Capital World Investors↑ INC | +1,204,349 | $2.99B |
Focus Partners Wealth↑ INC | +735,269 | $298.75M |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↓ DEC | -3,717,633 | $878.49M |
Capital International Investors↓ DEC | -3,683,802 | $562.33M |
T. Rowe Price Investment Management, Inc.↓ DEC | -2,829,105 | $213.67K |
Mitsubishi UFJ Asset Management Co., Ltd.↓ DEC | -1,754,622 | $281.87M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -1,044,055 | $2.08M |
JPMORGAN CHASE & CO↓ DEC | -745,202 | $4.23B |
BAILLIE GIFFORD & CO↓ DEC | -731,830 | $28.90M |
M&T BANK CORP↓ DEC | -566,142 | $4.76M |
FMR LLC↓ DEC | -489,719 | $3.17B |
WELLINGTON MANAGEMENT GROUP LLP↓ DEC | -382,624 | $559.50M |