Stockfacts
Use CasesDocsPricing
Log inSign up free
OverviewFinancialsTrendsTranscriptsOptionsInstitutionsInsidersCorporate ActionsSEC Filings
Stockfacts

EOD US-equity data for investors and AI agents

Data is end-of-day, not real-time, and not investment advice

Use CasesDashboard

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

Institutions86.1%
Insiders1.0%
Institutions Count216
Institutions 86.1%Insiders 1.0%Float (Other) 13.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$688.32MSum 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
2,908,665$167.10M+22,159↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
1,675,872$96.28M+1,675,872NEW
STATE STREET CORPCIK 0000093751
939,093$54.67M-22,112↓ DEC
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
871,677$50.08M+15,808↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
732,499$42.08M+732,499NEW
SILVERCREST ASSET MANAGEMENT GROUP LLCCIK 0001232395
601,608$34.56M-43,869↓ DEC
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.CIK 0000921739
476,597$27.38M-7,614↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
449,258$25.81M+12,062↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
345,708$19.86M+5,422↑ INC
SYSTEMATIC FINANCIAL MANAGEMENT LPCIK 0001085936
303,133$17.42M-2,400↓ DEC
PACIFIC HEIGHTS ASSET MANAGEMENT LLCCIK 0001323414
275,000$15.80M–no_change
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
257,500$14.79M-45,638↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
238,535$13.70M+2,139↑ INC
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCCIK 0001033984
231,462$13.30M+180,384↑ INC
NORTHERN TRUST CORPCIK 0000073124
205,867$11.83M+16,025↑ INC
MORGAN STANLEYCIK 0000895421
202,173$11.61M+9,744↑ INC
Long Pond Capital, LPCIK 0001499066
190,000$10.92M-254,101↓ DEC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
189,713$10.90M-7,189↓ DEC
JPMORGAN CHASE & COCIK 0000019617
182,135$10.46M-56,220↓ DEC
CHILTON CAPITAL MANAGEMENT LLCCIK 0001056859
147,901$8.58M+52,280↑ INC
Bank of New York Mellon CorpCIK 0001390777
122,784$7.05M-3,780↓ DEC
DIAMOND HILL CAPITAL MANAGEMENT INCCIK 0001217541
112,805$6.48M+65,392↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
107,671$6.19M+107,671NEW
WESTWOOD HOLDINGS GROUP INCCIK 0001165002
100,076$5.75M+76↑ INC
Legal & General Group PlcCIK 0000764068
99,712$5.73M-7,920↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+1,675,872$96.28M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+732,499$42.08M
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC↑ INC
+180,384$13.30M
VANGUARD FIDUCIARY TRUST CONEW
+107,671$6.19M
CITIGROUP INC↑ INC
+67,595$5.11M
DIAMOND HILL CAPITAL MANAGEMENT INC↑ INC
+65,392$6.48M
CHILTON CAPITAL MANAGEMENT LLC↑ INC
+52,280$8.58M
BALYASNY ASSET MANAGEMENT L.P.↑ INC
+43,000$2.90M
UBS Group AG↑ INC
+41,089$4.08M
GOLDMAN SACHS GROUP INC↑ INC
+36,867$5.29M

Top Trims (Sellers)

FilerΔ SharesValue
Long Pond Capital, LP↓ DEC
-254,101$10.92M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC↓ DEC
-109,541$39.41K
JPMORGAN CHASE & CO↓ DEC
-56,220$10.46M
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-45,638$14.79M
Lighthouse Investment Partners, LLC↓ DEC
-45,000$1.87M
SILVERCREST ASSET MANAGEMENT GROUP LLC↓ DEC
-43,869$34.56M
Nuveen, LLC↓ DEC
-42,604$2.85M
Phocas Financial Corp.↓ DEC
-26,545$5.60M
STRS OHIO↓ DEC
-25,000$166.60K
ExodusPoint Capital Management, LP↓ DEC
-22,944$312.70K