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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

Institutions69.4%
Insiders8.7%
Institutions Count185
Institutions 69.4%Insiders 8.7%Float (Other) 21.9%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$123.25MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Neuberger Berman Group LLCCIK 0001465109
15,172,996$19.44M+597,173↑ INC
BlackRock, Inc.CIK 0002012383
13,841,649$17.72M-446,651↓ DEC
MILLER VALUE PARTNERS, LLCCIK 0001135778
10,023,930$12.83M+4,440,545↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
7,601,314$9.73M-611,318↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
6,588,414$8.43M+6,588,414NEW
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
6,483,873$8.30M-632,404↓ DEC
Blue Owl Capital Holdings LPCIK 0001858703
5,036,595$6.45M+214,173↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
3,582,235$4.59M-188,943↓ DEC
STATE STREET CORPCIK 0000093751
3,447,768$4.41M+45,377↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
3,191,263$4.09M-462,312↓ DEC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
2,608,400$3.34M+311,300↑ INC
PRUDENTIAL FINANCIAL INCCIK 0001137774
2,466,798$3.16M-488,623↓ DEC
KENNEDY CAPITAL MANAGEMENT LLCCIK 0000884589
1,820,349$2.33M+1,820,349NEW
ARMISTICE CAPITAL, LLCCIK 0001601086
1,636,000$2.09M+58,000↑ INC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
1,583,079$2.03M+821,093↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
1,386,798$1.78M-13,381↓ DEC
MORGAN STANLEYCIK 0000895421
1,258,779$1.61M-794,050↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
1,211,922$1.55M+1,211,922NEW
NORTHERN TRUST CORPCIK 0000073124
1,188,085$1.52M+15,129↑ INC
JACOBS LEVY EQUITY MANAGEMENT, INCCIK 0000884414
1,131,025$1.45M-520,447↓ DEC
JB CAPITAL PARTNERS LPCIK 0001138532
1,113,061$1.42M–no_change
VANGUARD FIDUCIARY TRUST COCIK 0000933478
1,072,754$1.37M+1,072,754NEW
PANAGORA ASSET MANAGEMENT INCCIK 0000883677
1,028,746$1.32M-2,899↓ DEC
MOORE CAPITAL MANAGEMENT, LPCIK 0001448574
910,067$1.16M+407,440↑ INC
Invst, LLCCIK 0001867587
887,961$1.14M+457,673↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+6,588,414$8.43M
MILLER VALUE PARTNERS, LLC↑ INC
+4,440,545$12.83M
KENNEDY CAPITAL MANAGEMENT LLCNEW
+1,820,349$2.33M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+1,211,922$1.55M
VANGUARD FIDUCIARY TRUST CONEW
+1,072,754$1.37M
AQR CAPITAL MANAGEMENT LLC↑ INC
+821,093$2.03M
Neuberger Berman Group LLC↑ INC
+597,173$19.44M
Invst, LLC↑ INC
+457,673$1.14M
MOORE CAPITAL MANAGEMENT, LP↑ INC
+407,440$1.16M
UBS Group AG↑ INC
+353,308$612.17K

Top Trims (Sellers)

FilerΔ SharesValue
JPMORGAN CHASE & CO↓ DEC
-806,447$207.86K
MORGAN STANLEY↓ DEC
-794,050$1.61M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC
-632,404$8.30M
CITADEL ADVISORS LLC↓ DEC
-614,097$344.13K
DIMENSIONAL FUND ADVISORS LP↓ DEC
-611,318$9.73M
JACOBS LEVY EQUITY MANAGEMENT, INC↓ DEC
-520,447$1.45M
PRUDENTIAL FINANCIAL INC↓ DEC
-488,623$3.16M
MILLENNIUM MANAGEMENT LLC↓ DEC
-468,686$190.01K
GEODE CAPITAL MANAGEMENT, LLC↓ DEC
-462,312$4.09M
BlackRock, Inc.↓ DEC
-446,651$17.72M