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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

Institutions70.5%
Insiders11.8%
Institutions Count160
Institutions 70.5%Insiders 11.8%Float (Other) 17.7%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$507.81MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Mawer Investment Management Ltd.CIK 0001538449
725,214$77.96M-75,251↓ DEC
BlackRock, Inc.CIK 0002012383
550,346$59.16M-6,711↓ DEC
WASATCH ADVISORS LPCIK 0000814133
344,046$36.98M-16,534↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
311,823$33.52M+311,823NEW
Copeland Capital Management, LLCCIK 0001541743
304,647$32.75M+39,097↑ INC
BASSWOOD CAPITAL MANAGEMENT, L.L.C.CIK 0001085393
268,727$28.89M–no_change
STATE STREET CORPCIK 0000093751
266,274$28.62M+25,046↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
229,923$24.72M-6,198↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
224,802$24.17M+598↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
200,807$21.59M+4,825↑ INC
ROYCE & ASSOCIATES LPCIK 0000906304
162,346$17.45M+29,106↑ INC
Langdon Equity PartnersCIK 0002111148
140,346$15.09M+9,500↑ INC
MORGAN STANLEYCIK 0000895421
132,702$14.27M+67,399↑ INC
NORTHERN TRUST CORPCIK 0000073124
118,948$12.79M+23,492↑ INC
Gator Capital Management, LLCCIK 0001570284
98,346$10.57M+4,170↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
92,115$9.90M+92,115NEW
BANK OF AMERICA CORP /DE/CIK 0000070858
87,530$9.41M+70,646↑ INC
ALLIANCEBERNSTEIN L.P.CIK 0001109448
76,657$7.82M-1,750↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
71,967$7.74M+2,280↑ INC
Granite Investment Partners, LLCCIK 0001542266
61,334$6.59M+61,334NEW
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
56,000$6.02M+46,200↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
55,473$5.96M-1,999↓ DEC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
51,010$5.48M+8,873↑ INC
FIRST MANHATTAN CO. LLC.CIK 0000728083
48,170$5.18M-4,915↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
48,092$5.17M+48,092NEW

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+311,823$33.52M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+92,115$9.90M
BANK OF AMERICA CORP /DE/↑ INC
+70,646$9.41M
MORGAN STANLEY↑ INC
+67,399$14.27M
Granite Investment Partners, LLCNEW
+61,334$6.59M
VANGUARD FIDUCIARY TRUST CONEW
+48,092$5.17M
RENAISSANCE TECHNOLOGIES LLC↑ INC
+46,200$6.02M
Ampfield Management, L.P.↑ INC
+43,633$25.07K
Copeland Capital Management, LLC↑ INC
+39,097$32.75M
ROYCE & ASSOCIATES LP↑ INC
+29,106$17.45M

Top Trims (Sellers)

FilerΔ SharesValue
Mawer Investment Management Ltd.↓ DEC
-75,251$77.96M
GW&K Investment Management, LLC↓ DEC
-54,493$15.63K
MILLENNIUM MANAGEMENT LLC↓ DEC
-20,907$782.06K
Invesco Ltd.↓ DEC
-20,419$2.21M
WASATCH ADVISORS LP↓ DEC
-16,534$36.98M
ROYAL BANK OF CANADA↓ DEC
-14,994$2.15M
Cox Capital Mgt LLC↓ DEC
-11,047$2.92M
MALTESE CAPITAL MANAGEMENT LLC↓ DEC
-10,773$991.90K
Jump Financial, LLC↓ DEC
-9,721$362.17K
Quadrature Capital Ltd↓ DEC
-9,662$326.15K