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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

Institutions90.5%
Insiders4.1%
Institutions Count348
Institutions 90.5%Insiders 4.1%Float (Other) 5.4%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$3.28BSum 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
37,357,347$504.32M+1,377,576↑ INC
Liberty Mutual Group Asset Management Inc.CIK 0001533497
36,854,746$497.54M–no_change
Kohlberg Kravis Roberts & Co. L.P.CIK 0001399770
28,655,357$386.85M+1,897,230↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
17,286,447$233.37M-3,959,657↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
16,227,242$219.07M+16,227,242NEW
STATE STREET CORPCIK 0000093751
16,085,370$217.15M+3,276,765↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
13,171,033$177.81M+298,818↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
11,322,415$152.85M+11,322,415NEW
Invesco Ltd.CIK 0000914208
8,579,329$115.82M+6,318,666↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
8,310,276$112.19M+4,747,392↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
6,098,646$82.35M+505,853↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
5,447,685$73.54M+342,127↑ INC
Bank of New York Mellon CorpCIK 0001390777
4,265,471$57.58M-3,076,753↓ DEC
JENNISON ASSOCIATES LLCCIK 0000053417
4,254,407$57.43M+1,810,225↑ INC
Cetera Investment AdvisersCIK 0001666741
3,341,779$45.11M+163,268↑ INC
MORGAN STANLEYCIK 0000895421
3,123,574$42.17M-2,527,221↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
3,056,820$41.27M+2,307,971↑ INC
PICKERING ENERGY PARTNERS LPCIK 0001979670
2,990,321$40.45M+801,127↑ INC
UBS Group AGCIK 0001610520
2,757,223$37.22M+756,633↑ INC
Portolan Capital Management, LLCCIK 0001350290
2,601,142$35.12M+2,561,242↑ INC
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833
2,565,285$34.63M-1,328,475↓ DEC
SEGALL BRYANT & HAMILL, LLCCIK 0001006378
2,720,033$32.50M-60,739↓ DEC
NORTHERN TRUST CORPCIK 0000073124
2,339,292$31.58M+226,502↑ INC
MILLER VALUE PARTNERS, LLCCIK 0001135778
2,003,132$27.04M+2,003,132NEW
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
1,972,431$26.63M+913,525↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+16,227,242$219.07M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+11,322,415$152.85M
Invesco Ltd.↑ INC
+6,318,666$115.82M
GOLDMAN SACHS GROUP INC↑ INC
+4,747,392$112.19M
STATE STREET CORP↑ INC
+3,276,765$217.15M
Portolan Capital Management, LLC↑ INC
+2,561,242$35.12M
BANK OF AMERICA CORP /DE/↑ INC
+2,307,971$41.27M
MILLER VALUE PARTNERS, LLCNEW
+2,003,132$27.04M
Kohlberg Kravis Roberts & Co. L.P.↑ INC
+1,897,230$386.85M
JENNISON ASSOCIATES LLC↑ INC
+1,810,225$57.43M

Top Trims (Sellers)

FilerΔ SharesValue
AMERICAN CENTURY COMPANIES INC↓ DEC
-3,959,657$233.37M
Bank of New York Mellon Corp↓ DEC
-3,076,753$57.58M
CITADEL ADVISORS LLC↓ DEC
-2,631,192$12.89M
MORGAN STANLEY↓ DEC
-2,527,221$42.17M
BALYASNY ASSET MANAGEMENT L.P.↓ DEC
-2,122,558$15.94M
HITE Hedge Asset Management LLC↓ DEC
-1,803,032$11.82M
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC↓ DEC
-1,328,475$34.63M
MARSHALL WACE, LLP↓ DEC
-1,039,383$221.26K
MILLENNIUM MANAGEMENT LLC↓ DEC
-639,972$1.53M
VOLORIDGE INVESTMENT MANAGEMENT, LLC↓ DEC
-593,066$22.87M