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 | 2,068,151 | $85.19M | -35,715 | ↓ DEC |
Ballentine Partners, LLCCIK 0001374889 | 1,672,486 | $68.89M | +1,665,240 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 1,101,095 | $45.35M | +56,997 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 932,763 | $38.42M | +932,763 | NEW |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 656,248 | $27.03M | +39,579 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 561,549 | $23.14M | +15,160 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 525,116 | $21.63M | -5,759 | ↓ DEC |
Boston PartnersCIK 0001386060 | 463,053 | $19.11M | +374,544 | ↑ INC |
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219 | 442,453 | $18.22M | +1,087 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 292,309 | $12.04M | +292,309 | NEW |
NORTHERN TRUST CORPCIK 0000073124 | 218,421 | $9.00M | +9,611 | ↑ INC |
MANUFACTURERS LIFE INSURANCE COMPANY, THECIK 0000928047 | 206,764 | $8.52M | -3,287 | ↓ DEC |
ENDEAVOUR CAPITAL ADVISORS INCCIK 0001218749 | 185,478 | $7.64M | -23,241 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 181,541 | $7.48M | -6,932 | ↓ DEC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 178,466 | $7.35M | -774 | ↓ DEC |
JPMORGAN CHASE & COCIK 0000019617 | 179,954 | $7.32M | -44,122 | ↓ DEC |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833 | 162,264 | $6.68M | -7,180 | ↓ DEC |
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261 | 157,699 | $6.50M | +7,282 | ↑ INC |
Rhino Investment Partners, IncCIK 0001828776 | 157,581 | $6.49M | +29,579 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 140,081 | $5.77M | +140,081 | NEW |
Siena Capital Partners GP, LLCCIK 0001694886 | 128,404 | $5.29M | – | no_change |
DEPRINCE RACE & ZOLLO INCCIK 0001008894 | 118,667 | $4.89M | -3,837 | ↓ DEC |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 114,172 | $4.70M | +2,893 | ↑ INC |
Russell Investments Group, Ltd.CIK 0001692234 | 107,535 | $4.43M | +1,381 | ↑ INC |
Bank of New York Mellon CorpCIK 0001390777 | 103,578 | $4.27M | -1,641 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Ballentine Partners, LLC↑ INC | +1,665,240 | $68.89M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +932,763 | $38.42M |
Boston Partners↑ INC | +374,544 | $19.11M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +292,309 | $12.04M |
VANGUARD FIDUCIARY TRUST CONEW | +140,081 | $5.77M |
DIMENSIONAL FUND ADVISORS LP↑ INC | +56,997 | $45.35M |
WEDGE CAPITAL MANAGEMENT L L P/NCNEW | +55,030 | $2.27M |
AMERICAN CENTURY COMPANIES INC↑ INC | +39,579 | $27.03M |
HRT FINANCIAL LP↑ INC | +36,096 | $1.93K |
MALTESE CAPITAL MANAGEMENT LLC↑ INC | +32,500 | $4.22M |
| Filer | Δ Shares | Value |
|---|---|---|
JPMORGAN CHASE & CO↓ DEC | -44,122 | $7.32M |
GW&K Investment Management, LLC↓ DEC | -42,212 | $17.81K |
BlackRock, Inc.↓ DEC | -35,715 | $85.19M |
BARCLAYS PLC↓ DEC | -33,645 | $449.92K |
MORGAN STANLEY↓ DEC | -33,630 | $2.09M |
MARTINGALE ASSET MANAGEMENT L P↓ DEC | -33,084 | $1.14M |
JANE STREET GROUP, LLC↓ DEC | -24,583 | $680.17K |
ENDEAVOUR CAPITAL ADVISORS INC↓ DEC | -23,241 | $7.64M |
TEACHER RETIREMENT SYSTEM OF TEXAS↓ DEC | -17,083 | $301.80K |
ALLIANCEBERNSTEIN L.P.↓ DEC | -12,102 | $816.47K |