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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

Institutions100.0%
Insiders1.0%
Institutions Count183
Institutions 100.0%Insiders 1.0%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$737.40MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
ARIEL INVESTMENTS, LLCCIK 0000936753
13,170,388$221.13M-490,612↓ DEC
BlackRock, Inc.CIK 0002012383
7,208,503$121.03M+54,960↑ INC
DISCIPLINED GROWTH INVESTORS INC /MNCIK 0001050442
4,937,115$82.89M-229,799↓ DEC
EARNEST PARTNERS LLCCIK 0001102578
3,055,996$51.31M-165,047↓ DEC
STATE STREET CORPCIK 0000093751
2,060,537$34.60M+18,797↑ INC
CWA Asset Management Group, LLCCIK 0001667134
1,741,001$29.23M+1,118,548↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,619,863$27.20M+1,619,863NEW
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,352,329$22.71M+122,718↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
1,254,836$21.07M+1,254,836NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
1,137,958$19.11M+23,023↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
848,901$14.25M+3,650↑ INC
Fisher Asset Management, LLCCIK 0000850529
736,747$12.37M-38,232↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
686,950$11.53M-50,600↓ DEC
NORTHERN TRUST CORPCIK 0000073124
565,286$9.49M+21,793↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
447,097$7.51M+79,732↑ INC
MORGAN STANLEYCIK 0000895421
446,782$7.50M-38,256↓ DEC
UBS Group AGCIK 0001610520
431,653$7.25M+19,138↑ INC
Bank of New York Mellon CorpCIK 0001390777
403,084$6.77M-8,559↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
289,562$4.86M+289,562NEW
Advisors Capital Management, LLCCIK 0001345576
288,630$4.85M+12,275↑ INC
MAC Alpha Capital Management, LPCIK 0002111003
283,196$4.75M-29,732↓ DEC
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328
271,821$4.56M-21,658↓ DEC
Invesco Ltd.CIK 0000914208
232,001$3.90M+27,807↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
224,618$3.77M+83,918↑ INC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
223,876$3.76M+51,776↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,619,863$27.20M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+1,254,836$21.07M
CWA Asset Management Group, LLC↑ INC
+1,118,548$29.23M
VANGUARD FIDUCIARY TRUST CONEW
+289,562$4.86M
T. Rowe Price Investment Management, Inc.↑ INC
+164,991$18.54K
HEARTLAND ADVISORS INCNEW
+150,000$2.52M
CITADEL ADVISORS LLC↑ INC
+133,167$2.86M
DIMENSIONAL FUND ADVISORS LP↑ INC
+122,718$22.71M
VAN ECK ASSOCIATES CORP↑ INC
+120,443$7.93K
MARSHALL WACE, LLP↑ INC
+106,621$1.98M

Top Trims (Sellers)

FilerΔ SharesValue
ARIEL INVESTMENTS, LLC↓ DEC
-490,612$221.13M
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC↓ DEC
-370,980$3.02M
DISCIPLINED GROWTH INVESTORS INC /MN↓ DEC
-229,799$82.89M
EARNEST PARTNERS LLC↓ DEC
-165,047$51.31M
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-132,797$849.62K
BARCLAYS PLC↓ DEC
-64,291$150.35K
AMERIPRISE FINANCIAL INC↓ DEC
-53,848$1.69M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC
-50,600$11.53M
MORGAN STANLEY↓ DEC
-38,256$7.50M
Fisher Asset Management, LLC↓ DEC
-38,232$12.37M