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 |
|---|---|---|---|---|
MORGAN STANLEYCIK 0000895421 | 16,354,360 | $294.71M | -1,204,221 | ↓ DEC |
UBS Group AGCIK 0001610520 | 14,339,891 | $258.40M | +3,137,986 | ↑ INC |
STRS OHIOCIK 0000820478 | 10,500,000 | $189.21M | +10,500,000 | NEW |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 9,135,454 | $164.62M | +1,259,230 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 7,694,550 | $136.50M | -121,395 | ↓ DEC |
Generali Asset Management SPA SGRCIK 0002046751 | 7,547,995 | $136.01M | +2,495,876 | ↑ INC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 7,306,344 | $131.66M | +4,338,605 | ↑ INC |
Legal & General Group PlcCIK 0000764068 | 5,975,008 | $107.58M | +566,941 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 4,486,606 | $80.85M | +98,969 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 4,191,362 | $75.53M | -4,960,601 | ↓ DEC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 4,169,757 | $75.14M | +258,905 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 4,038,185 | $72.77M | -172,180 | ↓ DEC |
Advisors Capital Management, LLCCIK 0001345576 | 3,934,406 | $70.90M | +367,616 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 3,775,904 | $68.03M | -387,074 | ↓ DEC |
HighTower Advisors, LLCCIK 0001462245 | 3,534,933 | $63.70M | +1,087,875 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 3,448,614 | $62.14M | +286,690 | ↑ INC |
CONFLUENCE INVESTMENT MANAGEMENT LLCCIK 0001442056 | 3,435,289 | $61.90M | -107,483 | ↓ DEC |
OMERS ADMINISTRATION CorpCIK 0001053321 | 2,834,469 | $51.08M | +474,414 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 2,669,192 | $48.10M | -345,189 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 2,638,719 | $47.55M | +36,714 | ↑ INC |
Sound Income Strategies, LLCCIK 0001730960 | 2,663,571 | $47.23M | +46,782 | ↑ INC |
ARES MANAGEMENT LLCCIK 0001259313 | 2,612,475 | $47.08M | +366,665 | ↑ INC |
Allen Investment Management, LLCCIK 0001326234 | 2,598,482 | $46.82M | -487,967 | ↓ DEC |
CITIGROUP INCCIK 0000831001 | 2,446,914 | $44.09M | -81,050 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 2,396,560 | $43.19M | -766,465 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
STRS OHIONEW | +10,500,000 | $189.21M |
TWO SIGMA INVESTMENTS, LP↑ INC | +4,338,605 | $131.66M |
UBS Group AG↑ INC | +3,137,986 | $258.40M |
Generali Asset Management SPA SGR↑ INC | +2,495,876 | $136.01M |
JUPITER ASSET MANAGEMENT LTDNEW | +1,732,516 | $30.36M |
BANK OF AMERICA CORP /DE/↑ INC | +1,259,230 | $164.62M |
Ensign Peak Advisors, Inc↑ INC | +1,190,000 | $25.95M |
HighTower Advisors, LLC↑ INC | +1,087,875 | $63.70M |
Apollon Wealth Management, LLC↑ INC | +843,313 | $19.01M |
PANORAMIC INVESTMENT ADVISORS, LLCNEW | +815,994 | $14.70M |
| Filer | Δ Shares | Value |
|---|---|---|
CITADEL ADVISORS LLC↓ DEC | -4,960,601 | $75.53M |
FMR LLC↓ DEC | -2,503,615 | $360.00 |
VAN ECK ASSOCIATES CORP↓ DEC | -1,786,468 | $196.19K |
NORTHERN TRUST CORP↓ DEC | -1,220,138 | $336.76K |
MORGAN STANLEY↓ DEC | -1,204,221 | $294.71M |
BlackRock, Inc.↓ DEC | -766,465 | $43.19M |
MILLENNIUM MANAGEMENT LLC↓ DEC | -765,280 | $12.37M |
OSAIC HOLDINGS, INC.↓ DEC | -753,741 | $32.77M |
Parallax Volatility Advisers, L.P.↓ DEC | -560,000 | $21.62M |
Allen Investment Management, LLC↓ DEC | -487,967 | $46.82M |