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 | 717,897 | $65.48M | -35,447 | ↓ DEC |
FRANKLIN RESOURCES INCCIK 0000038777 | 73,180,000 | $55.21M | +67,851,000 | ↑ INC |
BANK OF MONTREAL /CAN/CIK 0000927971 | 441,547 | $40.27M | -16,622 | ↓ DEC |
PRIVATE MANAGEMENT GROUP INCCIK 0001142031 | 304,400 | $27.76M | -16,220 | ↓ DEC |
Rothschild & Co Wealth Management UK LtdCIK 0001784260 | 280,084 | $25.55M | -6,777 | ↓ DEC |
DAVENPORT & Co LLCCIK 0000887777 | 244,722 | $22.32M | -9,310 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 223,498 | $20.39M | -58,886 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 198,911 | $18.14M | +198,911 | NEW |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 190,437 | $17.37M | -28,411 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 185,938 | $16.96M | -8,833 | ↓ DEC |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 177,177 | $16.16M | +18,296 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 163,254 | $14.89M | +15,784 | ↑ INC |
MARSHALL WACE, LLPCIK 0001318757 | 160,756 | $14.66M | +86,875 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 117,112 | $10.68M | +306 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 114,155 | $10.41M | +11,283 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 105,470 | $9.62M | +105,470 | NEW |
Man Group plcCIK 0001637460 | 88,734 | $8.09M | +37,434 | ↑ INC |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 87,043 | $7.94M | +13,591 | ↑ INC |
PUBLIC SECTOR PENSION INVESTMENT BOARDCIK 0001396318 | 73,807 | $6.73M | +25,227 | ↑ INC |
GOLDENTREE ASSET MANAGEMENT LPCIK 0001278951 | 73,180 | $6.64M | – | no_change |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 53,900 | $4.92M | +8,400 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 53,015 | $4.84M | +3,433 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 48,853 | $4.46M | +1,483 | ↑ INC |
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328 | 40,551 | $3.70M | +96 | ↑ INC |
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261 | 32,946 | $3.01M | -4,048 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
FRANKLIN RESOURCES INC↑ INC | +67,851,000 | $55.21M |
Cerberus Capital Management, L.P.NEW | +3,350,000 | $2.58M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +198,911 | $18.14M |
PRICE T ROWE ASSOCIATES INC /MD/↑ INC | +175,000 | $16.65K |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +105,470 | $9.62M |
MARSHALL WACE, LLP↑ INC | +86,875 | $14.66M |
Man Group plc↑ INC | +37,434 | $8.09M |
VANGUARD FIDUCIARY TRUST CONEW | +30,651 | $2.80M |
PUBLIC SECTOR PENSION INVESTMENT BOARD↑ INC | +25,227 | $6.73M |
AMERICAN CENTURY COMPANIES INC↑ INC | +18,296 | $16.16M |
| Filer | Δ Shares | Value |
|---|---|---|
Quantinno Capital Management LP↓ DEC | -139,838 | $2.77M |
GOLDMAN SACHS GROUP INC↓ DEC | -58,886 | $20.39M |
AMERIPRISE FINANCIAL INC↓ DEC | -48,043 | $821.16K |
BlackRock, Inc.↓ DEC | -35,447 | $65.48M |
DIMENSIONAL FUND ADVISORS LP↓ DEC | -28,411 | $17.37M |
UBS Group AG↓ DEC | -23,652 | $1.34M |
BANK OF MONTREAL /CAN/↓ DEC | -16,622 | $40.27M |
PRIVATE MANAGEMENT GROUP INC↓ DEC | -16,220 | $27.76M |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC↓ DEC | -12,179 | $456.00 |
Aquatic Capital Management LLC↓ DEC | -9,659 | $14.96K |