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

Institutions26.4%
Insiders31.5%
Institutions Count21
Institutions 26.4%Insiders 31.5%Float (Other) 42.1%
13F Filers (top 25)21Quarter 2026-03-31
Top-25 Reported Value$77.00MSum of shown holders' market value
Net Position Change9 adds · 4 trimsLargest movers this quarter

Top Holders by Value

21 shown
FilerSharesMarket ValueΔ SharesChange
BERKLEY W R CORPCIK 0000011544
919,661$25.04M–no_change
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833
910,113$24.78M-40,820↓ DEC
AMERIPRISE FINANCIAL INCCIK 0000820027
310,683$8.46M+5,600↑ INC
CANNELL CAPITAL LLCCIK 0001058854
257,360$7.01M+61,462↑ INC
RBF Capital, LLCCIK 0001134621
214,692$5.85M-249↓ DEC
Boston PartnersCIK 0001386060
153,779$4.19M+3,428↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
32,048$872.67K+32,048NEW
CITADEL ADVISORS LLCCIK 0001423053
9,061$246.73K+2,136↑ INC
Flagship Capital Management Inc.CIK 0002106796
8,482$230.97K–no_change
State of WyomingCIK 0001821626
5,993$163.19K+1,095↑ INC
MORGAN STANLEYCIK 0000895421
3,175$86.45K-973↓ DEC
BARCLAYS PLCCIK 0000312069
1,107$30.14K+1,106↑ INC
CITIGROUP INCCIK 0000831001
560$15.25K+560NEW
Costello Asset Management, INCCIK 0001760145
380$10.35K–no_change
UBS Group AGCIK 0001610520
298$8.12K+192↑ INC
BlackRock, Inc.CIK 0002012383
114$3.10K–no_change
OSAIC HOLDINGS, INC.CIK 0001677044
43$1.19K-122↓ DEC
HARBOR CAPITAL ADVISORS, INC.CIK 0001039128
23,692$645.00–no_change
JPMORGAN CHASE & COCIK 0000019617
4$110.00–no_change
DEUTSCHE BANK AG\CIK 0000948046
4$109.00–no_change
FMR LLCCIK 0000315066
1$27.00–no_change

Top Adds (Buyers)

FilerΔ SharesValue
CANNELL CAPITAL LLC↑ INC
+61,462$7.01M
RAYMOND JAMES FINANCIAL INCNEW
+32,048$872.67K
AMERIPRISE FINANCIAL INC↑ INC
+5,600$8.46M
Boston Partners↑ INC
+3,428$4.19M
CITADEL ADVISORS LLC↑ INC
+2,136$246.73K
BARCLAYS PLC↑ INC
+1,106$30.14K
State of Wyoming↑ INC
+1,095$163.19K
CITIGROUP INCNEW
+560$15.25K
UBS Group AG↑ INC
+192$8.12K

Top Trims (Sellers)

FilerΔ SharesValue
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC↓ DEC
-40,820$24.78M
MORGAN STANLEY↓ DEC
-973$86.45K
RBF Capital, LLC↓ DEC
-249$5.85M
OSAIC HOLDINGS, INC.↓ DEC
-122$1.19K