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 | 13,479,487 | $450.21M | -134,781 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 5,891,271 | $196.77M | +409,026 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 5,630,789 | $188.07M | +231,405 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 5,490,538 | $183.38M | +5,490,538 | NEW |
FIRST INTERSTATE BANKCIK 0001125727 | 4,653,119 | $155.41M | -12,163 | ↓ DEC |
HoldCo Asset Management, LPCIK 0001724246 | 3,950,107 | $131.93M | – | no_change |
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219 | 3,882,437 | $129.67M | -1,911,789 | ↓ DEC |
FMR LLCCIK 0000315066 | 3,877,196 | $129.50M | -859,495 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 3,855,814 | $128.78M | +3,855,814 | NEW |
Capital International InvestorsCIK 0001562230 | 2,290,572 | $76.51M | -382,940 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 2,218,319 | $74.10M | -15,611 | ↓ DEC |
FRANKLIN RESOURCES INCCIK 0000038777 | 1,881,246 | $62.83M | -718,397 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,778,094 | $59.39M | +24,250 | ↑ INC |
UBS Group AGCIK 0001610520 | 1,756,292 | $58.66M | -114,650 | ↓ DEC |
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.CIK 0000921739 | 1,703,078 | $56.89M | -238,488 | ↓ DEC |
JPMORGAN CHASE & COCIK 0000019617 | 1,706,451 | $56.01M | +131,333 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 1,514,150 | $50.57M | -64,569 | ↓ DEC |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/CIK 0000912938 | 1,272,925 | $42.52M | -67,761 | ↓ DEC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 1,197,557 | $40.00M | +817,235 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 1,183,384 | $39.53M | +8,686 | ↑ INC |
Capital World InvestorsCIK 0001422849 | 1,146,394 | $38.29M | +1,146,394 | NEW |
Bank of New York Mellon CorpCIK 0001390777 | 976,166 | $32.60M | -31,178 | ↓ DEC |
CRAMER ROSENTHAL MCGLYNN LLCCIK 0000820743 | 914,214 | $30.53M | -139,471 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 881,344 | $29.44M | +9,693 | ↑ INC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 781,127 | $26.09M | +374,119 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +5,490,538 | $183.38M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +3,855,814 | $128.78M |
Capital World InvestorsNEW | +1,146,394 | $38.29M |
FIRST TRUST ADVISORS LP↑ INC | +817,235 | $40.00M |
VANGUARD FIDUCIARY TRUST CONEW | +567,806 | $18.96M |
STATE STREET CORP↑ INC | +409,026 | $196.77M |
MILLENNIUM MANAGEMENT LLC↑ INC | +374,119 | $26.09M |
DIMENSIONAL FUND ADVISORS LP↑ INC | +231,405 | $188.07M |
MOODY ALDRICH PARTNERS LLCNEW | +170,347 | $5.69M |
JPMORGAN CHASE & CO↑ INC | +131,333 | $56.01M |
| Filer | Δ Shares | Value |
|---|---|---|
WELLINGTON MANAGEMENT GROUP LLP↓ DEC | -1,911,789 | $129.67M |
North Reef Capital Management LP↓ DEC | -1,649,842 | $10.86M |
FMR LLC↓ DEC | -859,495 | $129.50M |
JENNISON ASSOCIATES LLC↓ DEC | -769,679 | $19.59M |
FRANKLIN RESOURCES INC↓ DEC | -718,397 | $62.83M |
Capital International Investors↓ DEC | -382,940 | $76.51M |
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.↓ DEC | -238,488 | $56.89M |
Jump Financial, LLC↓ DEC | -152,243 | $1.03M |
CRAMER ROSENTHAL MCGLYNN LLC↓ DEC | -139,471 | $30.53M |
BlackRock, Inc.↓ DEC | -134,781 | $450.21M |