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 |
|---|---|---|---|---|
BlackRock, Inc.CIK 0002012383 | 6,121,353 | $317.94M | +129,052 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 2,266,005 | $117.70M | +58,933 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 2,000,484 | $103.91M | +28,023 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 1,884,390 | $97.88M | +1,884,390 | NEW |
WESTWOOD HOLDINGS GROUP INCCIK 0001165002 | 1,261,519 | $65.52M | +16,837 | ↑ INC |
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219 | 1,129,100 | $58.65M | -600,522 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 1,040,742 | $54.06M | +65,445 | ↑ INC |
DEPRINCE RACE & ZOLLO INCCIK 0001008894 | 1,036,393 | $53.83M | +89,465 | ↑ INC |
LOOMIS SAYLES & CO L PCIK 0000312348 | 912,604 | $47.40M | -62,111 | ↓ DEC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 789,869 | $41.03M | +789,869 | NEW |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 753,265 | $39.12M | +1,172 | ↑ INC |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCCIK 0001644956 | 720,893 | $37.44M | +237,693 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 668,317 | $34.71M | +73,416 | ↑ INC |
FRONTIER CAPITAL MANAGEMENT CO LLCCIK 0000351173 | 655,169 | $34.03M | +20,292 | ↑ INC |
Davis Asset Management, L.P.CIK 0001945894 | 619,236 | $32.16M | – | no_change |
FMR LLCCIK 0000315066 | 503,479 | $26.15M | +69,026 | ↑ INC |
North Reef Capital Management LPCIK 0001867831 | 500,000 | $25.97M | -392,685 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 498,814 | $25.91M | -56,276 | ↓ DEC |
FRANKLIN RESOURCES INCCIK 0000038777 | 494,277 | $25.67M | +95,703 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 489,240 | $25.41M | +8,743 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 441,582 | $22.94M | +14,771 | ↑ INC |
FEDERATED HERMES, INC.CIK 0001056288 | 422,693 | $21.95M | +24,210 | ↑ INC |
Leeward Investments, LLC - MACIK 0001923173 | 359,618 | $18.68M | -9,903 | ↓ DEC |
CapWealth Advisors, LLCCIK 0001531809 | 343,690 | $17.85M | -2,283 | ↓ DEC |
Penn Capital Management Company, LLCCIK 0001158202 | 319,597 | $16.62M | +45,342 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
T. Rowe Price Investment Management, Inc.↑ INC | +2,857,371 | $200.84K |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +1,884,390 | $97.88M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +789,869 | $41.03M |
Tributary Capital Management, LLCNEW | +277,308 | $14.40M |
VANGUARD FIDUCIARY TRUST CONEW | +266,466 | $13.84M |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC↑ INC | +237,693 | $37.44M |
TWO SIGMA INVESTMENTS, LP↑ INC | +203,768 | $14.40M |
BlackRock, Inc.↑ INC | +129,052 | $317.94M |
FRANKLIN RESOURCES INC↑ INC | +95,703 | $25.67M |
DEPRINCE RACE & ZOLLO INC↑ INC | +89,465 | $53.83M |
| Filer | Δ Shares | Value |
|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -3,127,558 | $1.30K |
WELLINGTON MANAGEMENT GROUP LLP↓ DEC | -600,522 | $58.65M |
North Reef Capital Management LP↓ DEC | -392,685 | $25.97M |
CERTUITY, LLC↓ DEC | -247,546 | $1.07M |
Brevan Howard Capital Management LP↓ DEC | -147,768 | $324.63K |
SCHRODER INVESTMENT MANAGEMENT GROUP↓ DEC | -111,382 | $10.61M |
ENDEAVOUR CAPITAL ADVISORS INC↓ DEC | -105,959 | $364.41K |
UBS Group AG↓ DEC | -98,062 | $6.62M |
BANC FUNDS CO LLC↓ DEC | -98,000 | $1.84M |
CITADEL ADVISORS LLC↓ DEC | -90,472 | $3.00M |