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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

Institutions70.9%
Insiders2.3%
Institutions Count224
Institutions 70.9%Insiders 2.3%Float (Other) 26.7%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$1.00BSum 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
2,028,256$242.42M-8,025↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
956,128$114.28M+956,128NEW
STATE STREET CORPCIK 0000093751
695,552$83.13M+23,655↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
615,038$73.51M+615,038NEW
WESTWOOD HOLDINGS GROUP INCCIK 0001165002
575,096$68.74M-17,775↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
495,968$59.28M-97,487↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
470,344$56.22M+8,992↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
356,314$42.59M+10,740↑ INC
CITY HOLDING COCIK 0000726854
251,211$30.02M-1,847↓ DEC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
250,055$29.89M+118,029↑ INC
JPMORGAN CHASE & COCIK 0000019617
228,846$27.44M+15,399↑ INC
MORGAN STANLEYCIK 0000895421
200,730$23.99M-4,526↓ DEC
NORTHERN TRUST CORPCIK 0000073124
153,160$18.31M+3,655↑ INC
BARR E S & COCIK 0001040210
129,244$15.45M–no_change
Qube Research & Technologies LtdCIK 0001729829
127,334$15.22M+30,244↑ INC
Bank of New York Mellon CorpCIK 0001390777
114,516$13.69M-3,410↓ DEC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
98,471$11.77M+13,513↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
97,032$11.60M+97,032NEW
GOLDMAN SACHS GROUP INCCIK 0000886982
93,800$11.21M+26,151↑ INC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
86,597$10.35M+16,814↑ INC
Robeco Institutional Asset Management B.V.CIK 0001418773
81,884$9.79M-312↓ DEC
UBS Group AGCIK 0001610520
75,858$9.07M+10,380↑ INC
Leeward Investments, LLC - MACIK 0001923173
72,058$8.61M-1,986↓ DEC
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328
70,262$8.40M+1,460↑ INC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
66,815$7.99M+44,401↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+956,128$114.28M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+615,038$73.51M
TWO SIGMA INVESTMENTS, LP↑ INC
+118,029$29.89M
VANGUARD FIDUCIARY TRUST CONEW
+97,032$11.60M
MILLENNIUM MANAGEMENT LLC↑ INC
+44,401$7.99M
JANE STREET GROUP, LLC↑ INC
+43,602$6.99M
Qube Research & Technologies Ltd↑ INC
+30,244$15.22M
MAI Capital Management↑ INC
+28,341$3.39M
GOLDMAN SACHS GROUP INC↑ INC
+26,151$11.21M
STATE STREET CORP↑ INC
+23,655$83.13M

Top Trims (Sellers)

FilerΔ SharesValue
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC
-97,487$59.28M
Carolina Wealth Advisors, LLC↓ DEC
-41,802$279.08K
BANK OF AMERICA CORP /DE/↓ DEC
-29,268$4.54M
BARCLAYS PLC↓ DEC
-21,105$1.67M
NEW YORK STATE TEACHERS RETIREMENT SYSTEM↓ DEC
-20,039$301.00
WELLS FARGO & COMPANY/MN↓ DEC
-19,240$2.58M
DEUTSCHE BANK AG\↓ DEC
-17,959$1.63M
WESTWOOD HOLDINGS GROUP INC↓ DEC
-17,775$68.74M
VOLORIDGE INVESTMENT MANAGEMENT, LLC↓ DEC
-17,376$3.03M
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND↓ DEC
-16,830$150.83K