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.
| Filer | Shares | Market Value | Δ Shares | Change |
|---|---|---|---|---|
MORGAN STANLEYCIK 0000895421 | 2,925,006 | $165.58M | -94,560 | ↓ DEC |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 2,634,185 | $145.46M | +2,622,940 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 1,249,731 | $70.75M | +88,917 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 1,241,907 | $70.30M | -112,004 | ↓ DEC |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508 | 1,118,771 | $63.33M | +1,014,957 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 913,393 | $51.71M | -4,068 | ↓ DEC |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 879,235 | $49.77M | +158,171 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 701,374 | $39.70M | -179,254 | ↓ DEC |
FMR LLCCIK 0000315066 | 672,247 | $38.06M | +43,585 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 586,222 | $33.19M | +556,622 | ↑ INC |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/CIK 0000912938 | 568,393 | $32.18M | -20,872 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 458,367 | $25.93M | -75,521 | ↓ DEC |
Quantinno Capital Management LPCIK 0001759654 | 453,940 | $25.70M | +52,901 | ↑ INC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 441,092 | $24.97M | +279,733 | ↑ INC |
Capital Wealth Planning, LLCCIK 0001566728 | 378,921 | $21.45M | +72,513 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 308,075 | $17.44M | +168,556 | ↑ INC |
GQG Partners LLCCIK 0001697233 | 300,743 | $17.03M | +125,017 | ↑ INC |
UBS Group AGCIK 0001610520 | 280,539 | $15.88M | +45,193 | ↑ INC |
O'SHAUGHNESSY ASSET MANAGEMENT, LLCCIK 0001423442 | 209,295 | $11.85M | +37,969 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 200,857 | $11.37M | +118,780 | ↑ INC |
Creative PlanningCIK 0001540235 | 200,302 | $11.34M | +45,108 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 175,438 | $9.93M | +28,615 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 156,180 | $8.84M | +48,774 | ↑ INC |
Fisher Asset Management, LLCCIK 0000850529 | 149,182 | $8.45M | -3,426 | ↓ DEC |
CI INVESTMENTS INC.CIK 0001163648 | 141,908 | $8.03M | -42,955 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
JONES FINANCIAL COMPANIES LLLP↑ INC | +2,622,940 | $145.46M |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↑ INC | +1,014,957 | $63.33M |
Invesco Ltd.↑ INC | +556,622 | $33.19M |
MILLENNIUM MANAGEMENT LLC↑ INC | +279,733 | $24.97M |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +168,556 | $17.44M |
AMERICAN CENTURY COMPANIES INC↑ INC | +158,171 | $49.77M |
GQG Partners LLC↑ INC | +125,017 | $17.03M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +118,780 | $11.37M |
BlackRock, Inc.↑ INC | +88,917 | $70.75M |
Turas Capital Management LPNEW | +81,900 | $4.64M |
| Filer | Δ Shares | Value |
|---|---|---|
NATIXIS ADVISORS, LLC↓ DEC | -556,407 | $154.13K |
BANK OF AMERICA CORP /DE/↓ DEC | -179,254 | $39.70M |
GOLDMAN SACHS GROUP INC↓ DEC | -112,004 | $70.30M |
MORGAN STANLEY↓ DEC | -94,560 | $165.58M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -91,961 | $26.10K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -75,521 | $25.93M |
Arosa Capital Management LP↓ DEC | -55,000 | $3.11M |
ROYAL BANK OF CANADA↓ DEC | -44,729 | $713.00K |
CI INVESTMENTS INC.↓ DEC | -42,955 | $8.03M |
Connor, Clark & Lunn Investment Management Ltd.↓ DEC | -42,714 | $4.61M |