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 |
|---|---|---|---|---|
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328 | 37,848,476 | $227.09M | +1,189,466 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 35,328,644 | $211.97M | +35,328,644 | NEW |
AKRE CAPITAL MANAGEMENT LLCCIK 0001112520 | 31,513,070 | $189.08M | +6,676,086 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 29,916,389 | $179.50M | +2,685,761 | ↑ INC |
WASATCH ADVISORS LPCIK 0000814133 | 28,231,760 | $169.39M | +5,440,768 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 25,968,897 | $155.81M | +25,968,897 | NEW |
EDMOND DE ROTHSCHILD HOLDING S.A.CIK 0001649647 | 18,684,957 | $112.11M | +6,640,928 | ↑ INC |
Neuberger Berman Group LLCCIK 0001465109 | 17,293,272 | $103.76M | +5,034,986 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 16,750,397 | $100.50M | +4,516,930 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 14,004,344 | $84.03M | +324,678 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 11,232,723 | $67.40M | +640,738 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 11,043,781 | $66.25M | +695,892 | ↑ INC |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 10,944,047 | $64.84M | +10,743,519 | ↑ INC |
Alfreton Capital LLPCIK 0001873435 | 10,778,074 | $64.67M | +1,978,074 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 10,769,498 | $64.63M | +516,570 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 10,465,911 | $62.80M | +9,777,428 | ↑ INC |
Clarkston Capital Partners, LLCCIK 0001562855 | 9,576,746 | $57.46M | -4,213,769 | ↓ DEC |
Dragoneer Investment Group, LLCCIK 0001602189 | 9,196,301 | $55.18M | – | no_change |
LONDON CO OF VIRGINIACIK 0001259887 | 8,741,590 | $52.45M | +3,007,687 | ↑ INC |
PINEBRIDGE INVESTMENTS LLCCIK 0002088548 | 8,588,715 | $51.53M | -873,737 | ↓ DEC |
BARCLAYS PLCCIK 0000312069 | 7,185,031 | $43.11M | -6,837,706 | ↓ DEC |
UBS Group AGCIK 0001610520 | 6,918,514 | $41.51M | +1,543,299 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 6,799,232 | $40.80M | +369,634 | ↑ INC |
BROWN BROTHERS HARRIMAN & COCIK 0000014661 | 6,623,564 | $39.74M | +77,940 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 6,254,127 | $36.46M | +69,265 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +35,328,644 | $211.97M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +25,968,897 | $155.81M |
AQR CAPITAL MANAGEMENT LLC↑ INC | +10,743,519 | $64.84M |
GOLDMAN SACHS GROUP INC↑ INC | +9,777,428 | $62.80M |
AKRE CAPITAL MANAGEMENT LLC↑ INC | +6,676,086 | $189.08M |
EDMOND DE ROTHSCHILD HOLDING S.A.↑ INC | +6,640,928 | $112.11M |
WASATCH ADVISORS LP↑ INC | +5,440,768 | $169.39M |
Neuberger Berman Group LLC↑ INC | +5,034,986 | $103.76M |
DEUTSCHE BANK AG\↑ INC | +4,621,248 | $27.92M |
MORGAN STANLEY↑ INC | +4,516,930 | $100.50M |
| Filer | Δ Shares | Value |
|---|---|---|
BESSEMER GROUP INC↓ DEC | -8,302,803 | $457.00 |
Conestoga Capital Advisors, LLC↓ DEC | -7,290,405 | $31.44M |
BARCLAYS PLC↓ DEC | -6,837,706 | $43.11M |
Jefferies Financial Group Inc.↓ DEC | -4,520,895 | $182.18K |
Clarkston Capital Partners, LLC↓ DEC | -4,213,769 | $57.46M |
Focus Partners Wealth↓ DEC | -4,089,881 | $1.34M |
AMERIPRISE FINANCIAL INC↓ DEC | -3,582,769 | $6.66M |
FRANKLIN RESOURCES INC↓ DEC | -1,776,341 | $734.17K |
NOMURA HOLDINGS INC↓ DEC | -1,532,704 | $5.21M |
SEI INVESTMENTS CO↓ DEC | -927,379 | $18.64M |