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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

Institutions96.5%
Insiders0.3%
Institutions Count1,009
Institutions 96.5%Insiders 0.3%Float (Other) 3.3%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$16.06BSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Capital World InvestorsCIK 0001422849
14,928,684$2.93B-232,593↓ DEC
BlackRock, Inc.CIK 0002012383
9,649,638$1.89B-280,271↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
7,473,998$1.47B+7,473,998NEW
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
6,848,992$1.34B-1,228,575↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
5,355,047$1.05B+5,355,047NEW
STATE STREET CORPCIK 0000093751
4,861,580$953.06M-6,595↓ DEC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
3,566,272$699.08M+84,524↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
3,443,672$673.64M+69,009↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
3,366,224$659.91M-823,644↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
3,212,283$629.74M+991,230↑ INC
JPMORGAN CHASE & COCIK 0000019617
1,910,387$372.62M-1,007,778↓ DEC
Invesco Ltd.CIK 0000914208
1,860,713$364.77M-23,626↓ DEC
MORGAN STANLEYCIK 0000895421
1,787,425$350.41M+4,012↑ INC
Newport Trust Company, LLCCIK 0001722329
1,782,919$349.52M-50,758↓ DEC
NORTHERN TRUST CORPCIK 0000073124
1,687,096$330.74M+205,526↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
1,420,486$278.99M+1,000,716↑ INC
EARNEST PARTNERS LLCCIK 0001102578
1,387,401$271.99M-66,340↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,265,473$248.08M+33,965↑ INC
UBS Group AGCIK 0001610520
1,138,057$223.10M+96,474↑ INC
BAHL & GAYNOR INCCIK 0000872259
1,010,176$198.03M+686,877↑ INC
Bank of New York Mellon CorpCIK 0001390777
1,010,169$198.03M+5,318↑ INC
Hamlin Capital Management, LLCCIK 0001277403
851,038$166.84M-8,024↓ DEC
Capital International InvestorsCIK 0001562230
718,203$140.72M+285,048↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
716,363$140.44M-44,813↓ DEC
Legal & General Group PlcCIK 0000764068
696,348$136.51M+39,190↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+7,473,998$1.47B
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+5,355,047$1.05B
AMERIPRISE FINANCIAL INC↑ INC
+1,000,716$278.99M
BANK OF AMERICA CORP /DE/↑ INC
+991,230$629.74M
BAHL & GAYNOR INC↑ INC
+686,877$198.03M
VANGUARD FIDUCIARY TRUST CONEW
+663,283$130.03M
JANE STREET GROUP, LLC↑ INC
+353,346$105.64M
CITIGROUP INC↑ INC
+309,107$86.33M
Capital International Investors↑ INC
+285,048$140.72M
Vanguard Global Advisers, LLCNEW
+251,293$49.26M

Top Trims (Sellers)

FilerΔ SharesValue
WELLINGTON MANAGEMENT GROUP LLP↓ DEC
-1,228,575$1.34B
JPMORGAN CHASE & CO↓ DEC
-1,007,778$372.62M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC
-823,644$659.91M
Squarepoint Ops LLC↓ DEC
-753,554$69.22M
Qube Research & Technologies Ltd↓ DEC
-455,806$9.16M
BlackRock, Inc.↓ DEC
-280,271$1.89B
Capital World Investors↓ DEC
-232,593$2.93B
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↓ DEC
-228,207$131.43M
BARCLAYS PLC↓ DEC
-143,612$50.97M
Man Group plc↓ DEC
-138,604$11.53M