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 | 6,083,518 | $766.64M | +38,946 | ↑ INC |
STATE FARM MUTUAL AUTOMOBILE INSURANCE COCIK 0000315032 | 4,744,564 | $597.91M | – | no_change |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 3,767,772 | $474.81M | +3,767,772 | NEW |
MORGAN STANLEYCIK 0000895421 | 3,375,796 | $425.42M | -674,000 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 2,885,297 | $363.61M | +2,885,297 | NEW |
STATE STREET CORPCIK 0000093751 | 2,784,539 | $350.91M | -8,160 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 1,694,075 | $213.53M | +75,179 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 1,504,473 | $189.58M | +203,672 | ↑ INC |
Boston Trust Walden CorpCIK 0001534866 | 1,349,489 | $170.06M | -65,230 | ↓ DEC |
FIDUCIARY MANAGEMENT INC /WI/CIK 0000764532 | 1,252,338 | $157.82M | +4,781 | ↑ INC |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 1,229,278 | $153.66M | +385,683 | ↑ INC |
River Road Asset Management, LLCCIK 0001341401 | 1,177,003 | $148.33M | +259,333 | ↑ INC |
Neuberger Berman Group LLCCIK 0001465109 | 1,174,537 | $148.02M | +53,229 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 1,067,765 | $134.56M | +3,450 | ↑ INC |
FMR LLCCIK 0000315066 | 1,028,151 | $129.57M | +25,150 | ↑ INC |
LONDON CO OF VIRGINIACIK 0001259887 | 828,780 | $104.44M | -81,371 | ↓ DEC |
Mawer Investment Management Ltd.CIK 0001538449 | 657,273 | $82.83M | -1,399,951 | ↓ DEC |
Williams Jones Wealth Management, LLC.CIK 0001788587 | 587,336 | $74.02M | -16,495 | ↓ DEC |
FEDERATED HERMES, INC.CIK 0001056288 | 559,848 | $70.55M | +14,851 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 538,554 | $67.87M | +160,763 | ↑ INC |
Bank of New York Mellon CorpCIK 0001390777 | 505,503 | $63.70M | -31,010 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 485,718 | $61.21M | +32,420 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 464,880 | $58.58M | +10,212 | ↑ INC |
CRAWFORD INVESTMENT COUNSEL INCCIK 0000837592 | 408,536 | $51.48M | +44,214 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 398,985 | $50.28M | +398,985 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +3,767,772 | $474.81M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +2,885,297 | $363.61M |
VANGUARD FIDUCIARY TRUST CONEW | +398,985 | $50.28M |
AQR CAPITAL MANAGEMENT LLC↑ INC | +385,683 | $153.66M |
Quantinno Capital Management LP↑ INC | +296,282 | $43.97M |
Atlas FRM LLC↑ INC | +295,000 | $44.11M |
SCHRODER INVESTMENT MANAGEMENT GROUP↑ INC | +261,707 | $34.77M |
River Road Asset Management, LLC↑ INC | +259,333 | $148.33M |
DIMENSIONAL FUND ADVISORS LP↑ INC | +203,672 | $189.58M |
BALYASNY ASSET MANAGEMENT L.P.↑ INC | +184,880 | $34.23M |
| Filer | Δ Shares | Value |
|---|---|---|
Mawer Investment Management Ltd.↓ DEC | -1,399,951 | $82.83M |
MORGAN STANLEY↓ DEC | -674,000 | $425.42M |
AE Wealth Management LLC↓ DEC | -182,972 | $19.12M |
Point72 Asset Management, L.P.↓ DEC | -177,273 | $10.53M |
JPMORGAN CHASE & CO↓ DEC | -142,927 | $44.38M |
TWO SIGMA INVESTMENTS, LP↓ DEC | -137,161 | $7.88M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -135,302 | $114.51K |
VOLORIDGE INVESTMENT MANAGEMENT, LLC↓ DEC | -125,835 | $19.01M |
Retirement Systems of Alabama↓ DEC | -94,724 | $9.95M |
NUANCE INVESTMENTS, LLC↓ DEC | -92,770 | $19.59M |