Stockfacts
Use CasesDocsPricing
Log inSign up free
OverviewFinancialsTrendsTranscriptsOptionsInstitutionsInsidersCorporate ActionsSEC Filings
Stockfacts

EOD US-equity data for investors and AI agents

Data is end-of-day, not real-time, and not investment advice

Use CasesDashboard

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

Institutions54.2%
Insiders28.5%
Institutions Count178
Institutions 54.2%Insiders 28.5%Float (Other) 17.3%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$594.62MSum 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
3,294,923$104.02M+13,650↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
2,366,600$74.71M+36,598↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,258,599$39.73M+1,258,599NEW
STATE STREET CORPCIK 0000093751
1,031,062$32.55M+34,022↑ INC
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
1,023,948$32.33M-170,051↓ DEC
Boston PartnersCIK 0001386060
918,449$29.07M+211,708↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
905,189$28.58M+64,602↑ INC
FMR LLCCIK 0000315066
826,069$26.08M-129,649↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
788,033$24.88M+23,889↑ INC
Aristotle Capital Boston, LLCCIK 0001633911
674,784$21.30M-126,443↓ DEC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
665,386$21.01M+160,443↑ INC
FEDERATED HERMES, INC.CIK 0001056288
624,421$19.71M+50,769↑ INC
Ararat Capital Management LPCIK 0001768757
623,772$19.69M-27,424↓ DEC
JPMORGAN CHASE & COCIK 0000019617
459,417$14.32M-110,947↓ DEC
Nuveen, LLCCIK 0001871926
424,867$13.41M-25,572↓ DEC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
423,525$13.37M-4,000↓ DEC
Qube Research & Technologies LtdCIK 0001729829
341,527$10.78M-3,488↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
335,839$10.60M+335,839NEW
GOLDMAN SACHS GROUP INCCIK 0000886982
299,441$9.45M+23,260↑ INC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
287,664$9.08M+128,236↑ INC
MORGAN STANLEYCIK 0000895421
281,991$8.90M-59,652↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
268,447$8.47M-2,868↓ DEC
NORTHERN TRUST CORPCIK 0000073124
266,412$8.41M+7,350↑ INC
Assenagon Asset Management S.A.CIK 0001546007
227,317$7.18M+86,687↑ INC
MALTESE CAPITAL MANAGEMENT LLCCIK 0001040762
220,615$6.96M-44,385↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,258,599$39.73M
T. Rowe Price Investment Management, Inc.↑ INC
+385,627$19.41K
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+335,839$10.60M
Boston Partners↑ INC
+211,708$29.07M
VANGUARD FIDUCIARY TRUST CONEW
+206,911$6.53M
AQR CAPITAL MANAGEMENT LLC↑ INC
+160,443$21.01M
MILLENNIUM MANAGEMENT LLC↑ INC
+128,236$9.08M
ZACKS INVESTMENT MANAGEMENT↑ INC
+103,987$4.14M
Assenagon Asset Management S.A.↑ INC
+86,687$7.18M
FRANKLIN RESOURCES INC↑ INC
+82,000$3.26M

Top Trims (Sellers)

FilerΔ SharesValue
WELLINGTON MANAGEMENT GROUP LLP↓ DEC
-170,051$32.33M
FMR LLC↓ DEC
-129,649$26.08M
Aristotle Capital Boston, LLC↓ DEC
-126,443$21.30M
JPMORGAN CHASE & CO↓ DEC
-110,947$14.32M
Point72 Asset Management, L.P.↓ DEC
-80,882$1.51M
MORGAN STANLEY↓ DEC
-59,652$8.90M
MALTESE CAPITAL MANAGEMENT LLC↓ DEC
-44,385$6.96M
BARCLAYS PLC↓ DEC
-36,719$1.44M
Ararat Capital Management LP↓ DEC
-27,424$19.69M
HSBC HOLDINGS PLC↓ DEC
-25,686$1.42M