Stockfacts
Use CasesDocsPricing
Log inSign up free
OverviewFinancialsTrendsTranscriptsOptionsInstitutionsInsidersCorporate ActionsSEC Filings
Stockfacts

EOD US-equity data for investors and AI agents

Data is end-of-day, not real-time, and not investment advice

Use CasesDashboard

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

Institutions59.8%
Insiders10.5%
Institutions Count153
Institutions 59.8%Insiders 10.5%Float (Other) 29.7%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$200.97MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
BlackRock, Inc.CIK 0002012383
2,774,519$44.11M-187,715↓ DEC
RTW INVESTMENTS, LPCIK 0001493215
1,289,000$20.50M+583,973↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
880,150$13.99M+880,150NEW
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
671,664$10.68M-217,348↓ DEC
Invenomic Capital Management LPCIK 0001769456
610,318$9.70M+579,193↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
584,207$9.29M+75,983↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
563,375$8.96M+63,864↑ INC
STATE STREET CORPCIK 0000093751
529,399$8.42M+35,735↑ INC
JPMORGAN CHASE & COCIK 0000019617
460,363$7.20M+210,235↑ INC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
401,819$6.39M-537,556↓ DEC
Diametric Capital, LPCIK 0001719087
361,046$5.74M+160,886↑ INC
JACOBS LEVY EQUITY MANAGEMENT, INCCIK 0000884414
356,359$5.67M+356,359NEW
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
354,184$5.63M-48,618↓ DEC
DEUTSCHE BANK AG\CIK 0000948046
325,446$5.17M-113,550↓ DEC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
322,189$5.12M+24,834↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
311,423$4.95M-37,110↓ DEC
Connor, Clark & Lunn Investment Management Ltd.CIK 0001596800
302,564$4.81M-72,261↓ DEC
UBS Group AGCIK 0001610520
240,759$3.83M+157,200↑ INC
Peapod Lane Capital LLCCIK 0002050979
220,627$3.49M+54,846↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
215,854$3.43M+215,854NEW
MORGAN STANLEYCIK 0000895421
192,403$3.06M-122,850↓ DEC
NORTHERN TRUST CORPCIK 0000073124
182,113$2.90M+3,288↑ INC
Allianz Asset Management GmbHCIK 0001535323
181,922$2.89M+48,448↑ INC
Medina Value Partners, LLCCIK 0001843543
170,069$2.70M+170,069NEW
WELLS FARGO & COMPANY/MNCIK 0000072971
147,135$2.34M+26,354↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+880,150$13.99M
RTW INVESTMENTS, LP↑ INC
+583,973$20.50M
Invenomic Capital Management LP↑ INC
+579,193$9.70M
JACOBS LEVY EQUITY MANAGEMENT, INCNEW
+356,359$5.67M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+215,854$3.43M
JPMORGAN CHASE & CO↑ INC
+210,235$7.20M
Medina Value Partners, LLCNEW
+170,069$2.70M
Diametric Capital, LP↑ INC
+160,886$5.74M
UBS Group AG↑ INC
+157,200$3.83M
VANGUARD FIDUCIARY TRUST CONEW
+129,465$2.06M

Top Trims (Sellers)

FilerΔ SharesValue
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-1,522,021$811.00
MILLENNIUM MANAGEMENT LLC↓ DEC
-537,556$6.39M
Nuveen, LLC↓ DEC
-227,594$1.65M
DIMENSIONAL FUND ADVISORS LP↓ DEC
-217,348$10.68M
BlackRock, Inc.↓ DEC
-187,715$44.11M
CITADEL ADVISORS LLC↓ DEC
-186,076$1.19M
MORGAN STANLEY↓ DEC
-122,850$3.06M
DEUTSCHE BANK AG\↓ DEC
-113,550$5.17M
AQR CAPITAL MANAGEMENT LLC↓ DEC
-83,505$468.16K
HRT FINANCIAL LP↓ DEC
-77,775$738.00