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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

Institutions72.0%
Insiders23.0%
Institutions Count164
Institutions 72.0%Insiders 23.0%Float (Other) 5.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$762.06MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
FMR LLCCIK 0000315066
3,319,196$101.83M-479,459↓ DEC
Greenhouse Funds LLLPCIK 0001626220
2,868,378$88.00M+76,343↑ INC
BlackRock, Inc.CIK 0002012383
2,626,383$80.58M-27,815↓ DEC
REINHART PARTNERS, LLC.CIK 0001080298
2,237,897$68.66M+67,548↑ INC
STATE STREET CORPCIK 0000093751
1,396,323$42.84M+178,634↑ INC
Capital International InvestorsCIK 0001562230
1,260,806$38.68M-1,059,535↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,247,449$38.27M+1,247,449NEW
Capital World InvestorsCIK 0001422849
1,172,357$35.97M+1,172,357NEW
WYNNEFIELD CAPITAL INCCIK 0001251567
1,150,000$35.28M+140,000↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
767,073$23.53M+60,382↑ INC
MORGAN STANLEYCIK 0000895421
751,796$23.07M-70,832↓ DEC
Select Equity Group, L.P.CIK 0001592643
748,498$22.96M+29,474↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
686,854$21.08M+16,560↑ INC
LOOMIS SAYLES & CO L PCIK 0000312348
615,546$18.88M-51,348↓ DEC
Capital Research Global InvestorsCIK 0001422848
588,290$18.05M-255,193↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
562,778$17.27M+16,538↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
507,238$15.09M+184,036↑ INC
FRED ALGER MANAGEMENT, LLCCIK 0000003520
382,953$11.75M-240,777↓ DEC
UBS Group AGCIK 0001610520
353,435$10.84M+126,283↑ INC
NORTHERN TRUST CORPCIK 0000073124
299,287$9.18M-25,759↓ DEC
Invesco Ltd.CIK 0000914208
289,818$8.89M+44,756↑ INC
CRAWFORD INVESTMENT COUNSEL INCCIK 0000837592
283,042$8.68M+43,448↑ INC
Catawba River CapitalCIK 0001843303
260,318$8.37M-199,018↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
235,464$7.22M-916↓ DEC
JPMORGAN CHASE & COCIK 0000019617
240,544$7.07M+55,415↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,247,449$38.27M
Capital World InvestorsNEW
+1,172,357$35.97M
GW&K Investment Management, LLC↑ INC
+222,249$32.13K
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+204,458$6.27M
VANGUARD FIDUCIARY TRUST CONEW
+198,807$6.10M
RAYMOND JAMES FINANCIAL INC↑ INC
+184,036$15.09M
STATE STREET CORP↑ INC
+178,634$42.84M
WYNNEFIELD CAPITAL INC↑ INC
+140,000$35.28M
UBS Group AG↑ INC
+126,283$10.84M
NORDEA INVESTMENT MANAGEMENT ABNEW
+118,048$3.49M

Top Trims (Sellers)

FilerΔ SharesValue
Capital International Investors↓ DEC
-1,059,535$38.68M
JANE STREET GROUP, LLC↓ DEC
-552,411$236.24K
FMR LLC↓ DEC
-479,459$101.83M
Capital Research Global Investors↓ DEC
-255,193$18.05M
FRED ALGER MANAGEMENT, LLC↓ DEC
-240,777$11.75M
Catawba River Capital↓ DEC
-199,018$8.37M
WCM INVESTMENT MANAGEMENT, LLC↓ DEC
-134,361$6.97M
MORGAN STANLEY↓ DEC
-70,832$23.07M
MARSHALL WACE, LLP↓ DEC
-58,101$1.09M
LOOMIS SAYLES & CO L P↓ DEC
-51,348$18.88M