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 |
|---|---|---|---|---|
MORGAN STANLEYCIK 0000895421 | 8,271,758 | $125.07M | +1,164,085 | ↑ INC |
William Marsh Rice UniversityCIK 0001674705 | 5,663,476 | $85.63M | – | no_change |
FMR LLCCIK 0000315066 | 4,537,171 | $68.60M | +2,656,049 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 2,107,292 | $31.86M | -68,145 | ↓ DEC |
PENN DAVIS MCFARLAND INCCIK 0001108893 | 1,959,588 | $29.63M | -7,879 | ↓ DEC |
INVESTMENT MANAGEMENT ASSOCIATES INC /ADVCIK 0000052024 | 1,901,002 | $28.74M | -1,419 | ↓ DEC |
NATIXISCIK 0001274981 | 1,579,900 | $23.89M | – | no_change |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 1,181,399 | $17.86M | +1,181,399 | NEW |
Long Corridor Asset Management LtdCIK 0001845501 | 772,000 | $11.67M | +772,000 | NEW |
Mudita Advisors LLPCIK 0001907809 | 760,877 | $11.50M | – | no_change |
ING GROEP NVCIK 0001039765 | 728,600 | $11.02M | – | no_change |
FAYEZ SAROFIM & COCIK 0000937729 | 633,364 | $9.58M | +94,013 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 616,557 | $9.32M | +11,490 | ↑ INC |
EPACRIA CAPITAL PARTNERS, LLCCIK 0001927623 | 580,716 | $8.78M | – | no_change |
Saber Capital Managment, LLCCIK 0001911378 | 572,399 | $8.65M | -58,823 | ↓ DEC |
CITIGROUP INCCIK 0000831001 | 546,633 | $8.27M | -207,912 | ↓ DEC |
PEAK6 LLCCIK 0001389958 | 530,200 | $8.02M | +251,600 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 360,800 | $5.46M | +279,800 | ↑ INC |
CHILTON CAPITAL MANAGEMENT LLCCIK 0001056859 | 337,472 | $5.10M | – | no_change |
Lummis Asset Management, LPCIK 0002011652 | 343,843 | $4.93M | +800 | ↑ INC |
Forum Financial Management, LPCIK 0001911832 | 300,000 | $4.54M | – | no_change |
NORTHERN TRUST CORPCIK 0000073124 | 298,164 | $4.51M | – | no_change |
FIRST TRUST ADVISORS LPCIK 0001125816 | 249,262 | $3.77M | -34,918 | ↓ DEC |
REGIONS FINANCIAL CORPCIK 0001281761 | 201,349 | $3.04M | -189,150 | ↓ DEC |
EVERGREEN CAPITAL MANAGEMENT LLCCIK 0001260824 | 197,960 | $2.99M | -1,515 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
FMR LLC↑ INC | +2,656,049 | $68.60M |
AMERIPRISE FINANCIAL INCNEW | +1,181,399 | $17.86M |
MORGAN STANLEY↑ INC | +1,164,085 | $125.07M |
Long Corridor Asset Management LtdNEW | +772,000 | $11.67M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +279,800 | $5.46M |
PEAK6 LLC↑ INC | +251,600 | $8.02M |
Ashton Thomas Private Wealth, LLCNEW | +95,749 | $1.45M |
FAYEZ SAROFIM & CO↑ INC | +94,013 | $9.58M |
GOLDMAN SACHS GROUP INC↑ INC | +90,488 | $1.61M |
BOKF, NA↑ INC | +78,000 | $1.48M |
| Filer | Δ Shares | Value |
|---|---|---|
UBS Group AG↓ DEC | -420,479 | $2.91M |
CITIGROUP INC↓ DEC | -207,912 | $8.27M |
CITADEL ADVISORS LLC↓ DEC | -190,156 | $1.55M |
REGIONS FINANCIAL CORP↓ DEC | -189,150 | $3.04M |
Corient Private Wealth LLC↓ DEC | -140,393 | $1.01M |
FIDUCIENT ADVISORS LLC↓ DEC | -100,311 | $2.15M |
BANK OF AMERICA CORP /DE/↓ DEC | -68,145 | $31.86M |
Saber Capital Managment, LLC↓ DEC | -58,823 | $8.65M |
JONES FINANCIAL COMPANIES LLLP↓ DEC | -53,663 | $494.14K |
FIRST TRUST ADVISORS LP↓ DEC | -34,918 | $3.77M |