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 |
|---|---|---|---|---|
ALPS ADVISORS INCCIK 0001376113 | 43,521,097 | $1.65B | +881,966 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 26,646,255 | $1.01B | +49,718 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 21,419,522 | $810.51M | +2,303,189 | ↑ INC |
Blackstone Inc.CIK 0001393818 | 21,103,484 | $798.56M | +1,848,129 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 20,090,417 | $760.22M | +1,927,074 | ↑ INC |
FAYEZ SAROFIM & COCIK 0000937729 | 16,199,184 | $612.98M | -569,607 | ↓ DEC |
TORTOISE CAPITAL ADVISORS, L.L.C.CIK 0001280965 | 14,861,384 | $562.35M | +580,164 | ↑ INC |
Energy Income Partners, LLCCIK 0001388814 | 13,731,348 | $519.59M | -1,158,835 | ↓ DEC |
Neuberger Berman Group LLCCIK 0001465109 | 13,640,543 | $516.17M | -652,283 | ↓ DEC |
UBS Group AGCIK 0001610520 | 13,140,850 | $497.25M | -525,434 | ↓ DEC |
KAYNE ANDERSON CAPITAL ADVISORS LPCIK 0000949615 | 13,031,597 | $493.12M | -317,752 | ↓ DEC |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.CIK 0001705339 | 12,118,253 | $458.55M | +635,567 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 11,778,570 | $445.70M | -950,280 | ↓ DEC |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 11,384,591 | $430.79M | -3,470,486 | ↓ DEC |
CIBC Bancorp USA Inc.CIK 0001711924 | 8,680,163 | $328.56M | -664,070 | ↓ DEC |
Ensign Peak Advisors, IncCIK 0001454984 | 8,302,325 | $314.16M | -750,000 | ↓ DEC |
FMR LLCCIK 0000315066 | 7,346,475 | $277.99M | -689,667 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 7,028,170 | $265.95M | -3,671,242 | ↓ DEC |
BERKLEY W R CORPCIK 0000011544 | 6,825,000 | $258.26M | – | no_change |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 6,653,019 | $251.72M | +17,593 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 5,938,871 | $224.73M | +2,097,098 | ↑ INC |
Clearbridge Investments, LLCCIK 0001348883 | 5,813,484 | $219.98M | -577,518 | ↓ DEC |
WESTWOOD HOLDINGS GROUP INCCIK 0001165002 | 5,496,068 | $207.97M | +5,367,816 | ↑ INC |
FAIRHOLME CAPITAL MANAGEMENT LLCCIK 0001056831 | 5,455,800 | $206.45M | +5,400 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 4,919,698 | $186.16M | +16,376 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
WESTWOOD HOLDINGS GROUP INC↑ INC | +5,367,816 | $207.97M |
MORGAN STANLEY↑ INC | +2,303,189 | $810.51M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +2,097,098 | $224.73M |
GOLDMAN SACHS GROUP INC↑ INC | +1,927,074 | $760.22M |
Blackstone Inc.↑ INC | +1,848,129 | $798.56M |
ALPS ADVISORS INC↑ INC | +881,966 | $1.65B |
JPMORGAN CHASE & CO↑ INC | +765,925 | $129.96M |
JANE STREET GROUP, LLC↑ INC | +648,400 | $106.94M |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.↑ INC | +635,567 | $458.55M |
M&T BANK CORP↑ INC | +600,250 | $23.00M |
| Filer | Δ Shares | Value |
|---|---|---|
Auto-Owners Insurance Co↓ DEC | -31,060,000 | $37.84M |
BlackRock, Inc.↓ DEC | -3,671,242 | $265.95M |
AMERICAN CENTURY COMPANIES INC↓ DEC | -3,470,486 | $430.79M |
ING GROEP NV↓ DEC | -1,977,900 | $3.33M |
TRUIST FINANCIAL CORP↓ DEC | -1,522,335 | $18.76M |
Energy Income Partners, LLC↓ DEC | -1,158,835 | $519.59M |
BANK OF AMERICA CORP /DE/↓ DEC | -950,280 | $445.70M |
CITIGROUP INC↓ DEC | -921,078 | $51.61M |
BARCLAYS PLC↓ DEC | -779,007 | $81.32M |
Ensign Peak Advisors, Inc↓ DEC | -750,000 | $314.16M |