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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

Institutions97.0%
Insiders2.4%
Institutions Count480
Institutions 97.0%Insiders 2.4%Float (Other) 0.6%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$4.11BSum 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
5,076,203$881.84M-52,342↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
2,375,763$412.72M+2,375,763NEW
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,654,000$287.33M+1,654,000NEW
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,510,841$262.45M-116,404↓ DEC
STATE STREET CORPCIK 0000093751
1,471,216$255.58M+6,856↑ INC
Invesco Ltd.CIK 0000914208
1,158,538$201.26M+370,748↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
962,586$167.25M+17,645↑ INC
EARNEST PARTNERS LLCCIK 0001102578
945,565$164.26M-35,171↓ DEC
FIRST TRUST ADVISORS LPCIK 0001125816
887,407$154.16M-12,897↓ DEC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
891,847$151.69M+332,951↑ INC
NEW SOUTH CAPITAL MANAGEMENT INCCIK 0001044797
785,161$136.40M-62,953↓ DEC
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328
551,045$95.73M+50,660↑ INC
FRANKLIN RESOURCES INCCIK 0000038777
547,992$95.20M+223,057↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
545,708$94.80M-14,812↓ DEC
Boston PartnersCIK 0001386060
511,126$88.99M-123,111↓ DEC
NORTHERN TRUST CORPCIK 0000073124
505,555$87.83M+11,413↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
459,504$79.83M+29,364↑ INC
PARADIGM CAPITAL MANAGEMENT INC/NYCIK 0001037792
441,900$76.77M-23,900↓ DEC
UBS Group AGCIK 0001610520
403,167$70.04M-2,946↓ DEC
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
345,303$59.99M+20,767↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
338,854$58.87M+160,767↑ INC
JPMORGAN CHASE & COCIK 0000019617
349,566$58.34M+30,709↑ INC
Fisher Asset Management, LLCCIK 0000850529
320,285$55.64M-75↓ DEC
MORGAN STANLEYCIK 0000895421
315,006$54.72M+31,159↑ INC
Allianz Asset Management GmbHCIK 0001535323
310,902$54.01M-31,122↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+2,375,763$412.72M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,654,000$287.33M
T. Rowe Price Investment Management, Inc.NEW
+549,164$95.40K
Invesco Ltd.↑ INC
+370,748$201.26M
AQR CAPITAL MANAGEMENT LLC↑ INC
+332,951$151.69M
VANGUARD FIDUCIARY TRUST CONEW
+239,875$41.67M
FRANKLIN RESOURCES INC↑ INC
+223,057$95.20M
GOLDMAN SACHS GROUP INC↑ INC
+160,767$58.87M
LSV ASSET MANAGEMENT↑ INC
+156,856$124.93K
JUPITER ASSET MANAGEMENT LTD↑ INC
+73,300$35.37M

Top Trims (Sellers)

FilerΔ SharesValue
PRICE T ROWE ASSOCIATES INC /MD/↓ DEC
-278,236$19.90K
Hill City Capital, LP↓ DEC
-277,500$33.01M
SEGALL BRYANT & HAMILL, LLC↓ DEC
-142,054$35.86M
SCOPIA CAPITAL MANAGEMENT LP↓ DEC
-123,949$5.20M
Boston Partners↓ DEC
-123,111$88.99M
Energy Income Partners, LLC↓ DEC
-119,120$14.48M
DIMENSIONAL FUND ADVISORS LP↓ DEC
-116,404$262.45M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-100,990$15.46K
Russell Investments Group, Ltd.↓ DEC
-90,496$12.27M
M&T BANK CORP↓ DEC
-83,134$504.48K