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 |
|---|---|---|---|---|
Davis Asset Management, L.P.CIK 0001945894 | 1,511,500 | $57.01M | – | no_change |
BlackRock, Inc.CIK 0002012383 | 1,191,335 | $44.94M | -20,677 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 661,327 | $24.95M | +661,327 | NEW |
FRANKLIN RESOURCES INCCIK 0000038777 | 473,259 | $17.85M | -5,894 | ↓ DEC |
CAPTRUST FINANCIAL ADVISORSCIK 0001512024 | 466,980 | $17.61M | -46,557 | ↓ DEC |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 459,315 | $17.33M | +47,655 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 404,410 | $15.26M | +5,244 | ↑ INC |
KENNEDY CAPITAL MANAGEMENT LLCCIK 0000884589 | 377,585 | $14.24M | -61,246 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 348,307 | $13.14M | -25,447 | ↓ DEC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 321,938 | $12.14M | +34,396 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 297,326 | $11.22M | -40,171 | ↓ DEC |
Pacific Ridge Capital Partners, LLCCIK 0001591546 | 176,751 | $6.67M | -18,812 | ↓ DEC |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833 | 166,230 | $6.27M | +76,520 | ↑ INC |
DEPRINCE RACE & ZOLLO INCCIK 0001008894 | 155,274 | $5.86M | +30,936 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 141,821 | $5.35M | +5,502 | ↑ INC |
Bragg Financial Advisors, IncCIK 0001327055 | 136,539 | $5.15M | +33,538 | ↑ INC |
Siena Capital Partners GP, LLCCIK 0001694886 | 134,847 | $5.09M | – | no_change |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 134,428 | $5.07M | -4,793 | ↓ DEC |
Russell Investments Group, Ltd.CIK 0001692234 | 129,949 | $4.90M | +26,691 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 129,573 | $4.87M | +65,303 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 124,318 | $4.69M | +62,492 | ↑ INC |
MALTESE CAPITAL MANAGEMENT LLCCIK 0001040762 | 122,682 | $4.63M | -37,318 | ↓ DEC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 118,194 | $4.46M | +118,194 | NEW |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 112,210 | $4.23M | +112,210 | NEW |
BANC FUNDS CO LLCCIK 0001029311 | 85,919 | $3.24M | -10,000 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
T. Rowe Price Investment Management, Inc.↑ INC | +1,956,718 | $76.33K |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +661,327 | $24.95M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +118,194 | $4.46M |
VANGUARD FIDUCIARY TRUST CONEW | +112,210 | $4.23M |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC↑ INC | +76,520 | $6.27M |
JPMORGAN CHASE & CO↑ INC | +65,303 | $4.87M |
GOLDMAN SACHS GROUP INC↑ INC | +62,492 | $4.69M |
AMERICAN CENTURY COMPANIES INC↑ INC | +47,655 | $17.33M |
Mill Creek Capital Advisors, LLCNEW | +46,602 | $1.76M |
Inspire Investing, LLC↑ INC | +45,541 | $2.21M |
| Filer | Δ Shares | Value |
|---|---|---|
KENNEDY CAPITAL MANAGEMENT LLC↓ DEC | -61,246 | $14.24M |
CAPTRUST FINANCIAL ADVISORS↓ DEC | -46,557 | $17.61M |
Invesco Ltd.↓ DEC | -40,171 | $11.22M |
MALTESE CAPITAL MANAGEMENT LLC↓ DEC | -37,318 | $4.63M |
STATE STREET CORP↓ DEC | -25,447 | $13.14M |
Qube Research & Technologies Ltd↓ DEC | -22,344 | $1.33M |
BARCLAYS PLC↓ DEC | -21,038 | $121.23K |
BlackRock, Inc.↓ DEC | -20,677 | $44.94M |
Pacific Ridge Capital Partners, LLC↓ DEC | -18,812 | $6.67M |
WELLS FARGO & COMPANY/MN↓ DEC | -11,470 | $216.81K |