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 | 87,230,414 | $1.68B | +920,142 | ↑ INC |
ALPS ADVISORS INCCIK 0001376113 | 85,957,579 | $1.66B | +2,114,492 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 72,210,991 | $1.41B | +35,497,456 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 60,419,647 | $1.17B | +7,880,204 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 56,091,478 | $1.08B | +1,097,157 | ↑ INC |
TORTOISE CAPITAL ADVISORS, L.L.C.CIK 0001280965 | 39,462,878 | $761.63M | +787,050 | ↑ INC |
Blackstone Inc.CIK 0001393818 | 31,120,745 | $600.63M | +5,345,504 | ↑ INC |
UBS Group AGCIK 0001610520 | 30,973,018 | $597.78M | -732,169 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 30,956,358 | $597.46M | +1,656,609 | ↑ INC |
Energy Income Partners, LLCCIK 0001388814 | 25,207,455 | $486.50M | +49,350 | ↑ INC |
KAYNE ANDERSON CAPITAL ADVISORS LPCIK 0000949615 | 24,582,320 | $474.44M | +627,373 | ↑ INC |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.CIK 0001705339 | 23,898,200 | $461.24M | +1,335,837 | ↑ INC |
FMR LLCCIK 0000315066 | 23,755,495 | $458.48M | +1,666,038 | ↑ INC |
NATIXISCIK 0001274981 | 21,379,124 | $412.62M | +894,600 | ↑ INC |
WESTWOOD HOLDINGS GROUP INCCIK 0001165002 | 16,984,384 | $327.80M | +16,662,220 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 16,917,673 | $326.51M | +1,032,726 | ↑ INC |
Neuberger Berman Group LLCCIK 0001465109 | 15,839,816 | $305.71M | -109,000 | ↓ DEC |
CIBC Bancorp USA Inc.CIK 0001711924 | 13,503,824 | $260.62M | -1,898,798 | ↓ DEC |
COOPERMAN LEON GCIK 0000898382 | 13,320,100 | $257.08M | – | no_change |
Clearbridge Investments, LLCCIK 0001348883 | 13,108,051 | $252.99M | +93,057 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 12,528,791 | $241.81M | -220,977 | ↓ DEC |
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588 | 11,033,080 | $212.94M | -1,672,718 | ↓ DEC |
BARCLAYS PLCCIK 0000312069 | 9,882,131 | $190.73M | +7,420,363 | ↑ INC |
Long Focus Capital Management, LLCCIK 0001602716 | 9,838,600 | $189.88M | +261,400 | ↑ INC |
BERKLEY W R CORPCIK 0000011544 | 8,250,000 | $159.22M | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
JPMORGAN CHASE & CO↑ INC | +35,497,456 | $1.41B |
WESTWOOD HOLDINGS GROUP INC↑ INC | +16,662,220 | $327.80M |
GOLDMAN SACHS GROUP INC↑ INC | +7,880,204 | $1.17B |
BARCLAYS PLC↑ INC | +7,420,363 | $190.73M |
Blackstone Inc.↑ INC | +5,345,504 | $600.63M |
MIZUHO MARKETS AMERICAS LLC↑ INC | +3,181,949 | $61.76M |
ALPS ADVISORS INC↑ INC | +2,114,492 | $1.66B |
JANE STREET GROUP, LLC↑ INC | +1,943,889 | $137.79M |
FMR LLC↑ INC | +1,666,038 | $458.48M |
BANK OF AMERICA CORP /DE/↑ INC | +1,656,609 | $597.46M |
| Filer | Δ Shares | Value |
|---|---|---|
BANK OF MONTREAL /CAN/↓ DEC | -2,665,266 | $4.36M |
Jump Financial, LLC↓ DEC | -2,554,672 | $593.80K |
CIBC Bancorp USA Inc.↓ DEC | -1,898,798 | $260.62M |
BNP PARIBAS FINANCIAL MARKETS↓ DEC | -1,672,718 | $212.94M |
TORONTO DOMINION BANK↓ DEC | -958,430 | $30.30K |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC↓ DEC | -839,496 | $42.24M |
Merewether Investment Management, LP↓ DEC | -799,412 | $9.96M |
Pinnacle Wealth Planning Services, Inc.↓ DEC | -760,993 | $59.34M |
ROYAL BANK OF CANADA↓ DEC | -759,297 | $76.91M |
UBS Group AG↓ DEC | -732,169 | $597.78M |