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

Institutions86.0%
Insiders3.2%
Institutions Count244
Institutions 86.0%Insiders 3.2%Float (Other) 10.7%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$577.31MSum 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
14,307,878$81.55M+381,015↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
8,562,508$48.81M+175,024↑ INC
DEERFIELD MANAGEMENT COMPANY, L.P.CIK 0001009258
7,808,605$44.51M–no_change
Jefferies Financial Group Inc.CIK 0000096223
6,858,209$39.09M+3,826,835↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
5,969,196$34.02M+5,969,196NEW
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
5,360,429$30.55M+5,360,429NEW
WASATCH ADVISORS LPCIK 0000814133
5,272,166$30.05M-11,950,915↓ DEC
ArrowMark Colorado Holdings LLCCIK 0001483859
4,592,707$26.18M-892,992↓ DEC
CITADEL ADVISORS LLCCIK 0001423053
4,557,248$25.98M+1,341,836↑ INC
STATE STREET CORPCIK 0000093751
3,940,495$22.46M+21,711↑ INC
UBS Group AGCIK 0001610520
3,420,632$19.50M+931,029↑ INC
MORGAN STANLEYCIK 0000895421
3,240,217$18.47M-1,815,601↓ DEC
TEACHER RETIREMENT SYSTEM OF TEXASCIK 0000796848
2,960,963$16.88M-2,641,814↓ DEC
GENEVA CAPITAL MANAGEMENT LLCCIK 0001009232
2,743,484$15.64M-2,668,228↓ DEC
MACKENZIE FINANCIAL CORPCIK 0000919859
2,720,040$15.50M+49,500↑ INC
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/CIK 0001009016
2,675,543$15.25M+402,720↑ INC
BROWN BROTHERS HARRIMAN & COCIK 0000014661
2,507,163$14.29M-1,256,871↓ DEC
AMERIPRISE FINANCIAL INCCIK 0000820027
2,247,859$12.81M+665,204↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
2,114,556$12.06M-52,068↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
2,042,946$11.64M+1,522,034↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
1,598,659$9.11M+662,505↑ INC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
1,539,844$8.78M-1,113,203↓ DEC
Dixon Mitchell Investment Counsel Inc.CIK 0001993485
1,537,876$8.77M-8,423↓ DEC
Gotham Asset Management, LLCCIK 0001510387
1,414,779$8.06M+774,066↑ INC
Kopion Asset Management, LLCCIK 0001728689
1,288,452$7.34M+305,742↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+5,969,196$34.02M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+5,360,429$30.55M
Jefferies Financial Group Inc.↑ INC
+3,826,835$39.09M
BANK OF AMERICA CORP /DE/↑ INC
+1,522,034$11.64M
CITADEL ADVISORS LLC↑ INC
+1,341,836$25.98M
JANE STREET GROUP, LLC↑ INC
+1,265,258$7.31M
ROYCE & ASSOCIATES LP↑ INC
+1,171,520$6.93M
Point72 Asset Management, L.P.NEW
+1,118,967$6.38M
T. Rowe Price Investment Management, Inc.↑ INC
+1,024,098$7.63K
UBS Group AG↑ INC
+931,029$19.50M

Top Trims (Sellers)

FilerΔ SharesValue
WASATCH ADVISORS LP↓ DEC
-11,950,915$30.05M
GENEVA CAPITAL MANAGEMENT LLC↓ DEC
-2,668,228$15.64M
TEACHER RETIREMENT SYSTEM OF TEXAS↓ DEC
-2,641,814$16.88M
MORGAN STANLEY↓ DEC
-1,815,601$18.47M
BROWN BROTHERS HARRIMAN & CO↓ DEC
-1,256,871$14.29M
Topline Capital Management, LLC↓ DEC
-1,241,430$4.27M
MILLENNIUM MANAGEMENT LLC↓ DEC
-1,113,203$8.78M
ArrowMark Colorado Holdings LLC↓ DEC
-892,992$26.18M
Select Equity Group, L.P.↓ DEC
-877,226$3.50M
Granite Investment Partners, LLC↓ DEC
-706,264$2.13M