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 |
|---|---|---|---|---|
Fisher Asset Management, LLCCIK 0000850529 | 29,715,109 | $643.63M | -4,239,629 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 12,903,320 | $279.49M | +921,659 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 11,858,811 | $256.86M | +1,783,523 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 10,341,381 | $223.98M | +5,444 | ↑ INC |
FMR LLCCIK 0000315066 | 8,517,186 | $184.48M | -61,531 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 8,236,613 | $178.41M | +245,133 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 7,488,811 | $162.21M | +352,011 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 6,599,884 | $142.95M | +146,254 | ↑ INC |
HARDING LOEVNER LPCIK 0000928196 | 6,395,509 | $138.54M | -567,010 | ↓ DEC |
Capital International InvestorsCIK 0001562230 | 6,551,216 | $133.19M | +10,051 | ↑ INC |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 4,923,972 | $106.65M | +1,237,703 | ↑ INC |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 4,776,074 | $97.53M | +4,743,242 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 4,044,592 | $82.23M | -407,309 | ↓ DEC |
Clark Capital Management Group, Inc.CIK 0001352187 | 3,564,340 | $77.20M | -2,199,971 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 3,162,585 | $68.50M | -22,170 | ↓ DEC |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508 | 2,815,915 | $60.99M | -2,356,769 | ↓ DEC |
Connor, Clark & Lunn Investment Management Ltd.CIK 0001596800 | 2,531,808 | $54.84M | +1,890,503 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 1,908,560 | $41.34M | +1,853,911 | ↑ INC |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLCCIK 0000861177 | 1,539,772 | $33.35M | +1,363,371 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 1,480,407 | $32.06M | -1,264 | ↓ DEC |
UBS Group AGCIK 0001610520 | 1,333,079 | $28.87M | +639,666 | ↑ INC |
O'SHAUGHNESSY ASSET MANAGEMENT, LLCCIK 0001423442 | 1,308,394 | $28.34M | -31,975 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,295,733 | $28.07M | +190,899 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,263,255 | $27.30M | +755,213 | ↑ INC |
Crossmark Global Holdings, Inc.CIK 0001539204 | 1,257,123 | $27.23M | -55,480 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
JONES FINANCIAL COMPANIES LLLP↑ INC | +4,743,242 | $97.53M |
NATIXIS ADVISORS, LLC↑ INC | +4,690,884 | $117.23K |
Connor, Clark & Lunn Investment Management Ltd.↑ INC | +1,890,503 | $54.84M |
CITADEL ADVISORS LLC↑ INC | +1,853,911 | $41.34M |
GOLDMAN SACHS GROUP INC↑ INC | +1,783,523 | $256.86M |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC↑ INC | +1,363,371 | $33.35M |
AMERICAN CENTURY COMPANIES INC↑ INC | +1,237,703 | $106.65M |
MORGAN STANLEY↑ INC | +921,659 | $279.49M |
RAYMOND JAMES FINANCIAL INC↑ INC | +755,213 | $27.30M |
UBS Group AG↑ INC | +639,666 | $28.87M |
| Filer | Δ Shares | Value |
|---|---|---|
Fisher Asset Management, LLC↓ DEC | -4,239,629 | $643.63M |
BARCLAYS PLC↓ DEC | -3,277,990 | $7.34M |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↓ DEC | -2,356,769 | $60.99M |
Clark Capital Management Group, Inc.↓ DEC | -2,199,971 | $77.20M |
HARDING LOEVNER LP↓ DEC | -567,010 | $138.54M |
JPMORGAN CHASE & CO↓ DEC | -407,309 | $82.23M |
OLD MISSION CAPITAL LLC↓ DEC | -376,610 | $201.16K |
Symmetry Investments LP↓ DEC | -321,623 | $1.08M |
Point72 Asset Management, L.P.↓ DEC | -244,967 | $6.21M |
SG Americas Securities, LLC↓ DEC | -221,160 | $1.49K |