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 |
|---|---|---|---|---|
STRS OHIOCIK 0000820478 | 17,140,532 | $217.00M | +435,772 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 7,046,645 | $89.21M | +4,748,315 | ↑ INC |
Corient Private Wealth LLCCIK 0001948780 | 4,527,780 | $56.60M | -689,796 | ↓ DEC |
UBS Group AGCIK 0001610520 | 4,057,367 | $51.37M | +1,192,616 | ↑ INC |
Sage Mountain Advisors LLCCIK 0001832274 | 3,756,271 | $47.55M | +395,339 | ↑ INC |
Sound Income Strategies, LLCCIK 0001730960 | 3,750,533 | $46.88M | +147,734 | ↑ INC |
OMERS ADMINISTRATION CorpCIK 0001053321 | 3,559,646 | $45.07M | +540,498 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 3,516,246 | $44.48M | -401,066 | ↓ DEC |
Allen Investment Management, LLCCIK 0001326234 | 3,365,900 | $42.61M | -703,990 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 3,269,917 | $41.40M | -245,629 | ↓ DEC |
ARES MANAGEMENT LLCCIK 0001259313 | 3,058,356 | $38.72M | +322,146 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 2,802,868 | $35.48M | -1,002,469 | ↓ DEC |
Generali Asset Management SPA SGRCIK 0002046751 | 2,630,739 | $33.31M | – | no_change |
Lalia Capital, LLCCIK 0002106818 | 2,541,926 | $32.18M | +62,747 | ↑ INC |
Legal & General Group PlcCIK 0000764068 | 2,238,659 | $28.38M | +175,808 | ↑ INC |
Muzinich & Co., Inc.CIK 0001618824 | 1,985,488 | $25.14M | +26,216 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 1,977,346 | $25.03M | -1,071,329 | ↓ DEC |
Arnhold LLCCIK 0001733755 | 1,537,089 | $19.46M | +67,000 | ↑ INC |
Sumitomo Mitsui Trust Group, Inc.CIK 0001475365 | 1,514,544 | $19.17M | – | no_change |
Coastal Bridge Advisors, LLCCIK 0001665976 | 1,292,404 | $16.36M | +794,222 | ↑ INC |
Russell Investments Group, Ltd.CIK 0001692234 | 1,282,818 | $16.24M | +922,242 | ↑ INC |
MAI Capital ManagementCIK 0001040197 | 1,220,738 | $15.45M | -143,206 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 1,193,824 | $15.11M | -798,273 | ↓ DEC |
FRANKLIN RESOURCES INCCIK 0000038777 | 1,147,387 | $14.53M | +543,217 | ↑ INC |
BANK OF MONTREAL /CAN/CIK 0000927971 | 1,056,492 | $13.38M | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
HighTower Advisors, LLC↑ INC | +4,748,315 | $89.21M |
UBS Group AG↑ INC | +1,192,616 | $51.37M |
Russell Investments Group, Ltd.↑ INC | +922,242 | $16.24M |
BROWN BROTHERS HARRIMAN & CO↑ INC | +905,883 | $11.93M |
Coastal Bridge Advisors, LLC↑ INC | +794,222 | $16.36M |
FRANKLIN RESOURCES INC↑ INC | +543,217 | $14.53M |
OMERS ADMINISTRATION Corp↑ INC | +540,498 | $45.07M |
STRS OHIO↑ INC | +435,772 | $217.00M |
Sage Mountain Advisors LLC↑ INC | +395,339 | $47.55M |
Wealthspire Advisors, LLC↑ INC | +356,348 | $4.75M |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↓ DEC | -1,071,329 | $25.03M |
Rockefeller Capital Management L.P.↓ DEC | -1,002,469 | $35.48M |
BlackRock, Inc.↓ DEC | -798,273 | $15.11M |
Allen Investment Management, LLC↓ DEC | -703,990 | $42.61M |
Corient Private Wealth LLC↓ DEC | -689,796 | $56.60M |
Boston Partners↓ DEC | -415,844 | $8.40M |
VAN ECK ASSOCIATES CORP↓ DEC | -412,323 | $53.73K |
JPMORGAN CHASE & CO↓ DEC | -401,066 | $44.48M |
Closed-End Fund Advisors, Inc.↓ DEC | -377,914 | $503.25K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -356,600 | $5.34M |