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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

Institutions2.3%
Insiders0.0%
Institutions Count725
Institutions 2.3%Insiders 0.0%Float (Other) 97.7%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$2.54BSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
FMR LLCCIK 0000315066
6,985,054$520.04M+281,414↑ INC
Orbis Allan Gray LtdCIK 0001663865
3,700,094$275.47M+1,962,748↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
2,913,707$216.93M+103,531↑ INC
EQUITY INVESTMENT CORPCIK 0001685771
1,468,228$109.31M+330,838↑ INC
BANK OF MONTREAL /CAN/CIK 0000927971
1,446,618$107.70M-726,429↓ DEC
MARKEL GROUP INC.CIK 0001096343
1,372,208$102.16M+500↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,372,808$102.12M+477,999↑ INC
CONFLUENCE INVESTMENT MANAGEMENT LLCCIK 0001442056
1,353,434$100.76M+255,114↑ INC
FRANKLIN RESOURCES INCCIK 0000038777
1,349,055$100.02M+1,291,002↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
1,150,974$85.69M+709,503↑ INC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
1,011,736$75.32M-124,322↓ DEC
MORGAN STANLEYCIK 0000895421
981,820$73.10M-965,425↓ DEC
Cullen Capital Management, LLCCIK 0001362535
964,223$71.79M+314,012↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
872,412$64.95M-296,363↓ DEC
ROYAL BANK OF CANADACIK 0001000275
803,669$59.83M-93,126↓ DEC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
788,172$58.68M-342,959↓ DEC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
675,150$50.26M-25,374↓ DEC
CAUSEWAY CAPITAL MANAGEMENT LLCCIK 0001165797
666,314$49.61M+181,026↑ INC
GABELLI FUNDS LLCCIK 0001081407
659,821$49.12M+89,771↑ INC
JANE STREET GROUP, LLCCIK 0001595888
635,980$47.35M+283,299↑ INC
JPMORGAN CHASE & COCIK 0000019617
637,569$46.83M-444,342↓ DEC
NORTHERN TRUST CORPCIK 0000073124
585,206$43.57M-12,556↓ DEC
Clearbridge Investments, LLCCIK 0001348883
582,901$42.97M+25,903↑ INC
CITADEL ADVISORS LLCCIK 0001423053
564,486$42.03M+375,103↑ INC
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588
561,771$41.82M-123,339↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
Orbis Allan Gray Ltd↑ INC
+1,962,748$275.47M
FRANKLIN RESOURCES INC↑ INC
+1,291,002$100.02M
GOLDMAN SACHS GROUP INC↑ INC
+709,503$85.69M
DIMENSIONAL FUND ADVISORS LP↑ INC
+477,999$102.12M
CITADEL ADVISORS LLC↑ INC
+375,103$42.03M
EQUITY INVESTMENT CORP↑ INC
+330,838$109.31M
Cullen Capital Management, LLC↑ INC
+314,012$71.79M
BROOKFIELD Corp /ON/NEW
+299,180$22.27M
JANE STREET GROUP, LLC↑ INC
+283,299$47.35M
FMR LLC↑ INC
+281,414$520.04M

Top Trims (Sellers)

FilerΔ SharesValue
MANUFACTURERS LIFE INSURANCE COMPANY, THE↓ DEC
-1,366,299$1.35M
MORGAN STANLEY↓ DEC
-965,425$73.10M
BANK OF MONTREAL /CAN/↓ DEC
-726,429$107.70M
Point72 Asset Management, L.P.↓ DEC
-514,498$15.89M
FEDERATED HERMES, INC.↓ DEC
-508,315$7.74K
JPMORGAN CHASE & CO↓ DEC
-444,342$46.83M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-422,494$1.17M
RAYMOND JAMES FINANCIAL INC↓ DEC
-342,959$58.68M
WELLS FARGO & COMPANY/MN↓ DEC
-296,363$64.95M
Invesco Ltd.↓ DEC
-295,908$964.54K