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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

Institutions49.1%
Insiders22.9%
Institutions Count293
Institutions 49.1%Insiders 22.9%Float (Other) 28.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$1.09BSum 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
2,485,796$136.25M+86,017↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
2,222,770$121.82M+301,277↑ INC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
1,850,657$99.54M+689,529↑ INC
MORGAN STANLEYCIK 0000895421
1,480,286$81.13M-1,481,888↓ DEC
JPMORGAN CHASE & COCIK 0000019617
1,279,246$67.63M+182,123↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
1,150,183$63.04M+1,150,183NEW
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,099,616$60.27M+1,099,616NEW
AMERICAN CENTURY COMPANIES INCCIK 0000748054
972,499$53.30M-8,041↓ DEC
STATE STREET CORPCIK 0000093751
800,414$43.87M+18,536↑ INC
Badgley Phelps Wealth Managers, LLCCIK 0001895362
768,830$42.14M–no_change
MASSACHUSETTS FINANCIAL SERVICES CO /MA/CIK 0000912938
702,367$38.50M+112,485↑ INC
UBS Group AGCIK 0001610520
527,378$28.91M-90,534↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
508,240$27.86M+63↑ INC
DEPRINCE RACE & ZOLLO INCCIK 0001008894
500,029$27.41M+276,688↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
486,540$26.67M+44,356↑ INC
Boston Trust Walden CorpCIK 0001534866
420,946$23.07M-46,421↓ DEC
Gotham Asset Management, LLCCIK 0001510387
396,130$21.71M+312,042↑ INC
CITADEL ADVISORS LLCCIK 0001423053
351,328$19.26M-508,925↓ DEC
Invesco Ltd.CIK 0000914208
323,969$17.76M+4,970↑ INC
Allianz Asset Management GmbHCIK 0001535323
307,766$16.87M-47,536↓ DEC
Bank of New York Mellon CorpCIK 0001390777
294,312$16.13M-1,184↓ DEC
Quantinno Capital Management LPCIK 0001759654
292,953$16.06M+20,797↑ INC
NORTHERN TRUST CORPCIK 0000073124
276,622$15.16M+19,189↑ INC
FULLER & THALER ASSET MANAGEMENT, INC.CIK 0001082327
275,252$15.09M-8,072↓ DEC
AE Wealth Management LLCCIK 0001697723
255,201$13.99M+248,556↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+1,150,183$63.04M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,099,616$60.27M
AQR CAPITAL MANAGEMENT LLC↑ INC
+689,529$99.54M
Gotham Asset Management, LLC↑ INC
+312,042$21.71M
DIMENSIONAL FUND ADVISORS LP↑ INC
+301,277$121.82M
DEPRINCE RACE & ZOLLO INC↑ INC
+276,688$27.41M
AE Wealth Management LLC↑ INC
+248,556$13.99M
JPMORGAN CHASE & CO↑ INC
+182,123$67.63M
VANGUARD FIDUCIARY TRUST CONEW
+156,914$8.60M
HEARTLAND ADVISORS INC↑ INC
+156,402$12.89M

Top Trims (Sellers)

FilerΔ SharesValue
MORGAN STANLEY↓ DEC
-1,481,888$81.13M
CITADEL ADVISORS LLC↓ DEC
-508,925$19.26M
THRIVENT FINANCIAL FOR LUTHERANS↓ DEC
-406,951$316.00
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↓ DEC
-339,804$5.86M
VOLORIDGE INVESTMENT MANAGEMENT, LLC↓ DEC
-190,764$9.84M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-161,676$75.91K
JACOBS LEVY EQUITY MANAGEMENT, INC↓ DEC
-123,678$2.06M
UBS Group AG↓ DEC
-90,534$28.91M
Squarepoint Ops LLC↓ DEC
-89,314$3.99M
Bridgewater Associates, LP↓ DEC
-77,941$210.09K