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

Institutions92.6%
Insiders10.1%
Institutions Count455
Institutions 92.6%Insiders 10.1%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$2.61BSum 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
6,948,343$549.96M-266,874↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
2,751,761$217.80M+2,751,761NEW
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
2,519,483$199.42M+300,910↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
2,008,960$159.01M+211,601↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,884,288$149.14M+1,884,288NEW
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
1,778,468$140.77M-103,608↓ DEC
STATE STREET CORPCIK 0000093751
1,711,283$135.45M+24,403↑ INC
FIRST TRUST ADVISORS LPCIK 0001125816
1,552,297$122.86M+355,762↑ INC
River Road Asset Management, LLCCIK 0001341401
1,369,522$108.40M+1,369,522NEW
Boston PartnersCIK 0001386060
1,214,077$96.09M+1,214,077NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
1,142,308$90.43M-35,069↓ DEC
MORGAN STANLEYCIK 0000895421
1,115,088$88.26M+136,925↑ INC
NORTHERN TRUST CORPCIK 0000073124
960,147$76.00M+11,028↑ INC
UBS Group AGCIK 0001610520
816,875$64.66M+411,416↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
705,124$55.81M+21,025↑ INC
Bank of New York Mellon CorpCIK 0001390777
697,727$55.23M-61,583↓ DEC
Corient Private Wealth LLCCIK 0001948780
649,535$51.41M-1,017↓ DEC
CITADEL ADVISORS LLCCIK 0001423053
535,534$42.39M+343,118↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
505,359$40.00M+90,779↑ INC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
472,804$37.42M-340,301↓ DEC
HENNESSY ADVISORS INCCIK 0001145255
346,800$27.45M-36,300↓ DEC
Invesco Ltd.CIK 0000914208
326,714$25.86M-369,522↓ DEC
SPROTT INC.CIK 0001512920
317,780$25.15M+73,730↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
311,236$24.63M+296,792↑ INC
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328
308,580$24.42M+16,901↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+2,751,761$217.80M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,884,288$149.14M
River Road Asset Management, LLCNEW
+1,369,522$108.40M
Boston PartnersNEW
+1,214,077$96.09M
UBS Group AG↑ INC
+411,416$64.66M
FIRST TRUST ADVISORS LP↑ INC
+355,762$122.86M
CITADEL ADVISORS LLC↑ INC
+343,118$42.39M
VANGUARD FIDUCIARY TRUST CONEW
+307,717$24.36M
DIMENSIONAL FUND ADVISORS LP↑ INC
+300,910$199.42M
RAYMOND JAMES FINANCIAL INC↑ INC
+296,792$24.63M

Top Trims (Sellers)

FilerΔ SharesValue
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-623,555$1.27K
Invesco Ltd.↓ DEC
-369,522$25.86M
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-340,301$37.42M
Qube Research & Technologies Ltd↓ DEC
-337,340$2.04M
MILLENNIUM MANAGEMENT LLC↓ DEC
-322,440$2.08M
Dorsal Capital Management, LP↓ DEC
-300,000$7.92M
Man Group plc↓ DEC
-279,362$14.09M
BlackRock, Inc.↓ DEC
-266,874$549.96M
FMR LLC↓ DEC
-143,695$669.73K
GOLDMAN SACHS GROUP INC↓ DEC
-134,730$23.62M