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 | 7,206,044 | $284.78M | -142,559 | ↓ DEC |
BANK OF MONTREAL /CAN/CIK 0000927971 | 5,792,101 | $228.92M | +502,897 | ↑ INC |
FMR LLCCIK 0000315066 | 5,245,181 | $207.29M | -1,252,245 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 4,086,691 | $161.51M | -469,615 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 3,814,402 | $150.75M | +288,349 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 3,428,287 | $135.47M | +3,428,287 | NEW |
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328 | 3,364,069 | $132.95M | -125,906 | ↓ DEC |
HighTower Advisors, LLCCIK 0001462245 | 2,716,762 | $107.37M | +124,023 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 1,940,466 | $76.69M | -2,021 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 1,873,787 | $74.05M | -2,292,085 | ↓ DEC |
TD Waterhouse Canada Inc.CIK 0001999606 | 1,847,197 | $72.23M | +622,026 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 1,629,516 | $64.39M | +48,094 | ↑ INC |
SCOTIA CAPITAL INC.CIK 0001335644 | 1,422,959 | $56.05M | +51,241 | ↑ INC |
CIBC Bancorp USA Inc.CIK 0001711924 | 1,408,613 | $55.66M | -82,782 | ↓ DEC |
Copeland Capital Management, LLCCIK 0001541743 | 1,338,412 | $52.89M | -33,670 | ↓ DEC |
TD ASSET MANAGEMENT INCCIK 0001056053 | 1,264,389 | $49.87M | +65,444 | ↑ INC |
CIBC WORLD MARKET INC.CIK 0001421224 | 1,254,864 | $49.59M | +127,519 | ↑ INC |
Neuberger Berman Group LLCCIK 0001465109 | 1,242,157 | $49.09M | +21,030 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 1,118,467 | $44.19M | +83,626 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 1,103,212 | $43.59M | +1,103,212 | NEW |
Epoch Investment Partners, Inc.CIK 0001305841 | 1,034,703 | $40.89M | -102,169 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 985,243 | $38.94M | +403,664 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 903,837 | $35.71M | +37,585 | ↑ INC |
NATIONAL BANK OF CANADA /FI/CIK 0000926171 | 907,023 | $35.53M | +41,403 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 893,099 | $35.30M | -78,554 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +3,428,287 | $135.47M |
VANGUARD FIDUCIARY TRUST CONEW | +1,103,212 | $43.59M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +694,741 | $27.46M |
TD Waterhouse Canada Inc.↑ INC | +622,026 | $72.23M |
Invesco Ltd.↑ INC | +517,527 | $24.26M |
BANK OF MONTREAL /CAN/↑ INC | +502,897 | $228.92M |
MARSHALL WACE, LLP↑ INC | +436,643 | $17.51M |
GOLDMAN SACHS GROUP INC↑ INC | +403,664 | $38.94M |
Vanguard Global Advisers, LLCNEW | +373,847 | $14.77M |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main↑ INC | +358,382 | $18.50M |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↓ DEC | -2,292,085 | $74.05M |
FMR LLC↓ DEC | -1,252,245 | $207.29M |
BARCLAYS PLC↓ DEC | -637,724 | $10.82M |
BANK OF AMERICA CORP /DE/↓ DEC | -469,615 | $161.51M |
CIBC Asset Management Inc↓ DEC | -174,978 | $12.99M |
BlackRock, Inc.↓ DEC | -142,559 | $284.78M |
JANE STREET GROUP, LLC↓ DEC | -133,548 | $292.45K |
PRINCIPAL FINANCIAL GROUP INC↓ DEC | -125,906 | $132.95M |
CITIGROUP INC↓ DEC | -120,340 | $15.86M |
FENIMORE ASSET MANAGEMENT INC↓ DEC | -115,386 | $12.35M |