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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

Institutions68.7%
Insiders31.1%
Institutions Count304
Institutions 68.7%Insiders 31.1%Float (Other) 0.2%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$3.95BSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Newport Trust Company, LLCCIK 0001722329
4,512,177$2.58B-10,944↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
216,085$123.61M-640↓ DEC
BlackRock, Inc.CIK 0002012383
188,173$107.66M+3,691↑ INC
UBS Group AGCIK 0001610520
166,707$95.37M+98,812↑ INC
Allianz Asset Management GmbHCIK 0001535323
160,885$92.04M-4,386↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
149,102$85.30M+149,102NEW
MORGAN STANLEYCIK 0000895421
144,759$82.82M+20,329↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
142,180$81.34M+22,400↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
131,844$75.43M+131,844NEW
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
125,492$70.83M+8,915↑ INC
Clientfirst Wealth Management, LLCCIK 0001915494
108,101$61.85M–no_change
Gotham Asset Management, LLCCIK 0001510387
102,344$58.55M+28,702↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
85,428$48.87M+55,153↑ INC
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588
79,861$45.69M+46,295↑ INC
Bank of New York Mellon CorpCIK 0001390777
68,237$39.04M-6,855↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
62,959$36.03M+6,542↑ INC
STATE STREET CORPCIK 0000093751
62,715$35.90M-2,931↓ DEC
WEDGE CAPITAL MANAGEMENT L L P/NCCIK 0001015308
61,411$35.13M+5,725↑ INC
CITADEL ADVISORS LLCCIK 0001423053
54,593$31.23M+31,075↑ INC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
51,202$29.29M+18,603↑ INC
Hexagon Capital Partners LLCCIK 0001831542
49,090$28.08M+45↑ INC
NORTHERN TRUST CORPCIK 0000073124
44,722$25.59M-59↓ DEC
MACQUARIE GROUP LTDCIK 0001418333
43,200$24.72M+8,187↑ INC
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.CIK 0000921739
43,200$24.71M+8,187↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
43,046$24.63M+2,145↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+149,102$85.30M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+131,844$75.43M
UBS Group AG↑ INC
+98,812$95.37M
GOLDMAN SACHS GROUP INC↑ INC
+55,153$48.87M
BNP PARIBAS FINANCIAL MARKETS↑ INC
+46,295$45.69M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↑ INC
+37,871$23.29M
CITADEL ADVISORS LLC↑ INC
+31,075$31.23M
Man Group plc↑ INC
+28,967$20.69M
Gotham Asset Management, LLC↑ INC
+28,702$58.55M
RENAISSANCE TECHNOLOGIES LLC↑ INC
+22,400$81.34M

Top Trims (Sellers)

FilerΔ SharesValue
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-225,756$442.47K
GFS Advisors, LLC↓ DEC
-48,204$686.53K
FIRST TRUST ADVISORS LP↓ DEC
-42,355$9.19M
Cinctive Capital Management LP↓ DEC
-30,044$596.14K
AMERICAN CENTURY COMPANIES INC↓ DEC
-25,614$16.79M
BALYASNY ASSET MANAGEMENT L.P.↓ DEC
-23,039$16.44M
BANK OF AMERICA CORP /DE/↓ DEC
-17,743$20.71M
Point72 Asset Management, L.P.↓ DEC
-15,125$5.27M
O'SHAUGHNESSY ASSET MANAGEMENT, LLC↓ DEC
-12,348$7.85M
Newport Trust Company, LLC↓ DEC
-10,944$2.58B