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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

Institutions85.2%
Insiders1.2%
Institutions Count417
Institutions 85.2%Insiders 1.2%Float (Other) 13.6%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$3.15BSum 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
20,557,827$734.74M+9,048↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
8,729,234$311.98M+8,729,234NEW
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
7,635,464$272.88M+102,821↑ INC
STATE STREET CORPCIK 0000093751
7,367,487$263.31M+228,934↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
6,367,334$227.57M+6,367,334NEW
North Reef Capital Management LPCIK 0001867831
4,285,000$153.15M-287,090↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
3,488,806$124.71M+100,079↑ INC
FRANKLIN RESOURCES INCCIK 0000038777
3,358,989$120.05M+116,160↑ INC
EARNEST PARTNERS LLCCIK 0001102578
2,455,989$87.78M-66,586↓ DEC
CONGRESS ASSET MANAGEMENT COCIK 0000897378
2,241,874$80.12M+276,925↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
2,204,736$78.80M-37,112↓ DEC
WESTWOOD HOLDINGS GROUP INCCIK 0001165002
1,994,507$71.28M-34,684↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
1,780,345$63.63M-6,353↓ DEC
AMERIPRISE FINANCIAL INCCIK 0000820027
1,776,786$63.50M+78,439↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
1,573,521$56.24M-207,259↓ DEC
SYSTEMATIC FINANCIAL MANAGEMENT LPCIK 0001085936
1,533,559$54.81M-10,443↓ DEC
MORGAN STANLEYCIK 0000895421
1,484,007$53.04M-71,406↓ DEC
NORTHERN TRUST CORPCIK 0000073124
1,436,305$51.33M+50,955↑ INC
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCCIK 0001644956
1,380,238$49.33M+268,994↑ INC
Bank of New York Mellon CorpCIK 0001390777
1,341,139$47.93M-37,600↓ DEC
Nuveen, LLCCIK 0001871926
1,337,337$47.80M+12,305↑ INC
Invesco Ltd.CIK 0000914208
991,953$35.45M-115,383↓ DEC
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328
951,373$34.00M+272,119↑ INC
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710
930,726$33.26M+324,349↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
918,421$32.82M+918,421NEW

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+8,729,234$311.98M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+6,367,334$227.57M
T. Rowe Price Investment Management, Inc.↑ INC
+3,738,121$170.48K
VANGUARD FIDUCIARY TRUST CONEW
+918,421$32.82M
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC↑ INC
+497,315$22.02K
BALYASNY ASSET MANAGEMENT L.P.↑ INC
+324,349$33.26M
BANK OF AMERICA CORP /DE/↑ INC
+308,934$31.70M
CONGRESS ASSET MANAGEMENT CO↑ INC
+276,925$80.12M
PRINCIPAL FINANCIAL GROUP INC↑ INC
+272,119$34.00M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC↑ INC
+268,994$49.33M

Top Trims (Sellers)

FilerΔ SharesValue
SG Americas Securities, LLC↓ DEC
-1,526,731$205.00
MetLife Investment Management, LLC↓ DEC
-545,166$2.78M
SCHRODER INVESTMENT MANAGEMENT GROUP↓ DEC
-298,187$20.33M
North Reef Capital Management LP↓ DEC
-287,090$153.15M
GOLDMAN SACHS GROUP INC↓ DEC
-207,259$56.24M
BARCLAYS PLC↓ DEC
-182,224$3.30M
MIRABELLA FINANCIAL SERVICES LLP↓ DEC
-176,833$514.84K
FJ Capital Management LLC↓ DEC
-158,239$2.58M
WELLS FARGO & COMPANY/MN↓ DEC
-146,781$10.86M
MARSHALL WACE, LLP↓ DEC
-143,612$295.14K