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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

Institutions88.7%
Insiders2.2%
Institutions Count328
Institutions 88.7%Insiders 2.2%Float (Other) 9.1%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$1.89BSum 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
3,581,308$452.57M-156,953↓ DEC
STATE STREET CORPCIK 0000093751
1,242,638$157.87M+19,400↑ INC
Neuberger Berman Group LLCCIK 0001465109
1,079,094$136.37M+8,678↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,060,795$134.05M+1,060,795NEW
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
900,020$113.74M+18,705↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
790,706$99.92M+790,706NEW
ALLIANCEBERNSTEIN L.P.CIK 0001109448
765,775$95.54M-58,387↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
572,539$72.37M+17,825↑ INC
Invesco Ltd.CIK 0000914208
481,597$60.86M+22,350↑ INC
JENNISON ASSOCIATES LLCCIK 0000053417
474,863$60.01M-4,318↓ DEC
Copeland Capital Management, LLCCIK 0001541743
468,656$59.22M-9,930↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
437,225$55.25M+103↑ INC
MORGAN STANLEYCIK 0000895421
419,701$53.04M+70,468↑ INC
Boston Trust Walden CorpCIK 0001534866
318,828$40.29M-46,525↓ DEC
FIRST TRUST ADVISORS LPCIK 0001125816
309,029$39.05M-8,520↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
274,406$34.68M+4,033↑ INC
NORTHERN TRUST CORPCIK 0000073124
259,309$32.77M+2,418↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
258,877$32.71M+99,877↑ INC
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCCIK 0001033984
256,816$32.45M+54,552↑ INC
Bank of New York Mellon CorpCIK 0001390777
203,153$25.67M-31,584↓ DEC
JPMORGAN CHASE & COCIK 0000019617
184,008$23.21M-15,123↓ DEC
Energy Income Partners, LLCCIK 0001388814
173,654$21.94M+3,083↑ INC
MERCER GLOBAL ADVISORS INC /ADVCIK 0000853758
157,336$19.88M+11,394↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
156,786$19.81M+156,786NEW
Qube Research & Technologies LtdCIK 0001729829
146,822$18.55M+131,648↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
T. Rowe Price Investment Management, Inc.↑ INC
+1,913,537$300.63K
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,060,795$134.05M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+790,706$99.92M
VANGUARD FIDUCIARY TRUST CONEW
+156,786$19.81M
Qube Research & Technologies Ltd↑ INC
+131,648$18.55M
GOLDMAN SACHS GROUP INC↑ INC
+99,877$32.71M
MORGAN STANLEY↑ INC
+70,468$53.04M
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC↑ INC
+54,552$32.45M
JANE STREET GROUP, LLC↑ INC
+31,638$6.92M
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.↑ INC
+23,706$9.60M

Top Trims (Sellers)

FilerΔ SharesValue
BlackRock, Inc.↓ DEC
-156,953$452.57M
Tufton Capital Management↓ DEC
-59,879$4.38K
ALLIANCEBERNSTEIN L.P.↓ DEC
-58,387$95.54M
Boston Trust Walden Corp↓ DEC
-46,525$40.29M
BARCLAYS PLC↓ DEC
-32,155$590.91K
Bank of New York Mellon Corp↓ DEC
-31,584$25.67M
CITIGROUP INC↓ DEC
-31,268$513.06K
M&T BANK CORP↓ DEC
-19,568$444.44K
MILLENNIUM MANAGEMENT LLC↓ DEC
-18,608$1.80M
WELLS FARGO & COMPANY/MN↓ DEC
-17,648$5.27M