Stockfacts
Use CasesDocsPricing
Log inSign up free
OverviewFinancialsTrendsTranscriptsOptionsInstitutionsInsidersCorporate ActionsSEC Filings
Stockfacts

EOD US-equity data for investors and AI agents

Data is end-of-day, not real-time, and not investment advice

Use CasesDashboard

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

Institutions94.2%
Insiders2.4%
Institutions Count238
Institutions 94.2%Insiders 2.4%Float (Other) 3.4%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$924.49MSum 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
3,397,745$182.93M-350,040↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,433,501$77.18M+22,154↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
1,354,988$72.95M+1,354,988NEW
GAMCO INVESTORS, INC. ET ALCIK 0000807249
1,102,286$59.35M-66,400↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
996,809$53.67M+996,809NEW
STATE STREET CORPCIK 0000093751
873,463$47.03M-3,311↓ DEC
ACK Asset Management LLCCIK 0001510940
786,500$42.35M–no_change
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.CIK 0001705339
760,163$40.92M-77,719↓ DEC
Invesco Ltd.CIK 0000914208
723,877$38.97M+137,717↑ INC
Harvey Partners, LLCCIK 0001406484
672,200$36.19M+50,500↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
573,739$30.90M+14,846↑ INC
GABELLI FUNDS LLCCIK 0001081407
552,900$29.77M-15,200↓ DEC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
504,441$27.16M-126,380↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
404,975$21.80M-26,056↓ DEC
KENNEDY CAPITAL MANAGEMENT LLCCIK 0000884589
404,311$21.77M+61,748↑ INC
MORGAN STANLEYCIK 0000895421
396,161$21.33M-47,402↓ DEC
EASTERLY INVESTMENT PARTNERS LLCCIK 0001766150
281,225$15.07M+89,195↑ INC
First Eagle Investment Management, LLCCIK 0001325447
260,250$14.01M-22,000↓ DEC
NORTHERN TRUST CORPCIK 0000073124
259,480$13.97M+7,447↑ INC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
259,465$13.97M-87,766↓ DEC
Qube Research & Technologies LtdCIK 0001729829
257,960$13.89M-33,527↓ DEC
SEGALL BRYANT & HAMILL, LLCCIK 0001006378
228,918$12.88M-8,984↓ DEC
HEARTLAND ADVISORS INCCIK 0000937394
228,925$12.33M-350↓ DEC
AMERIPRISE FINANCIAL INCCIK 0000820027
228,315$12.29M-3,810↓ DEC
Bank of New York Mellon CorpCIK 0001390777
219,459$11.82M-5,872↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+1,354,988$72.95M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+996,809$53.67M
VANGUARD FIDUCIARY TRUST CONEW
+148,265$7.98M
Invesco Ltd.↑ INC
+137,717$38.97M
JANE STREET GROUP, LLC↑ INC
+125,572$9.32M
Congruence Capital, LLCNEW
+124,069$6.68M
EASTERLY INVESTMENT PARTNERS LLC↑ INC
+89,195$15.07M
TWO SIGMA INVESTMENTS, LP↑ INC
+62,500$4.34M
KENNEDY CAPITAL MANAGEMENT LLC↑ INC
+61,748$21.77M
Harvey Partners, LLC↑ INC
+50,500$36.19M

Top Trims (Sellers)

FilerΔ SharesValue
BlackRock, Inc.↓ DEC
-350,040$182.93M
Penn Capital Management Company, LLC↓ DEC
-195,660$477.83K
SG Capital Management LLC↓ DEC
-177,596$1.73M
Assenagon Asset Management S.A.↓ DEC
-164,620$348.94K
JPMORGAN CHASE & CO↓ DEC
-152,329$2.02M
NEW YORK STATE COMMON RETIREMENT FUND↓ DEC
-134,896$403.37K
AMERICAN CENTURY COMPANIES INC↓ DEC
-126,380$27.16M
MILLENNIUM MANAGEMENT LLC↓ DEC
-87,766$13.97M
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-81,039$2.21M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.↓ DEC
-77,719$40.92M