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 |
|---|---|---|---|---|
Koch, Inc.CIK 0002027344 | 115,259,246 | $91.45M | – | no_change |
Neuberger Berman Group LLCCIK 0001465109 | 16,798,236 | $13.32M | – | no_change |
Carlyle Group Inc.CIK 0001527166 | 6,234,252 | $4.95M | – | no_change |
BlackRock, Inc.CIK 0002012383 | 5,406,287 | $4.29M | -1,011,275 | ↓ DEC |
Laird Norton Wetherby Trust Company, LLCCIK 0000723204 | 4,774,391 | $3.79M | -77,000 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 4,447,230 | $3.53M | +4,447,230 | NEW |
Invenomic Capital Management LPCIK 0001769456 | 3,061,194 | $2.43M | -215,506 | ↓ DEC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 2,422,541 | $1.92M | +891,720 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 2,147,863 | $1.70M | +506,380 | ↑ INC |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 2,040,226 | $1.62M | +1,879,981 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 1,373,258 | $1.09M | -395,015 | ↓ DEC |
Weiss Asset Management LPCIK 0001357550 | 863,035 | $684.73K | +656,790 | ↑ INC |
Round Rock Advisors LLCCIK 0001846991 | 757,634 | $601.11K | +293,829 | ↑ INC |
Callodine Capital Management, LPCIK 0001741675 | 600,000 | $476.04K | +100,000 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 547,759 | $434.59K | +333,447 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 544,061 | $431.66K | -125,533 | ↓ DEC |
Quinn Opportunity Partners LLCCIK 0001633275 | 476,076 | $377.72K | – | no_change |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 460,885 | $365.48K | +460,885 | NEW |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 361,143 | $286.53K | -93,149 | ↓ DEC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 338,838 | $268.70K | +338,838 | NEW |
UBS Group AGCIK 0001610520 | 296,267 | $234.94K | +119,181 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 312,536 | $232.37K | -1,827,550 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 259,155 | $205.61K | +7,211 | ↑ INC |
Nuveen, LLCCIK 0001871926 | 220,868 | $175.24K | – | no_change |
Bank of New York Mellon CorpCIK 0001390777 | 214,681 | $170.33K | -37,978 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +4,447,230 | $3.53M |
AQR CAPITAL MANAGEMENT LLC↑ INC | +1,879,981 | $1.62M |
MILLENNIUM MANAGEMENT LLC↑ INC | +891,720 | $1.92M |
Weiss Asset Management LP↑ INC | +656,790 | $684.73K |
STATE STREET CORP↑ INC | +506,380 | $1.70M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +460,885 | $365.48K |
VANGUARD FIDUCIARY TRUST CONEW | +338,838 | $268.70K |
GOLDMAN SACHS GROUP INC↑ INC | +333,447 | $434.59K |
Round Rock Advisors LLC↑ INC | +293,829 | $601.11K |
Virtu Financial LLC↑ INC | +142,194 | $125.00 |
| Filer | Δ Shares | Value |
|---|---|---|
JPMORGAN CHASE & CO↓ DEC | -1,827,550 | $232.37K |
BlackRock, Inc.↓ DEC | -1,011,275 | $4.29M |
BANK OF AMERICA CORP /DE/↓ DEC | -843,799 | $162.17K |
MORGAN STANLEY↓ DEC | -546,801 | $121.29K |
GEODE CAPITAL MANAGEMENT, LLC↓ DEC | -395,015 | $1.09M |
CITADEL ADVISORS LLC↓ DEC | -368,034 | $81.07K |
BLUEFIN CAPITAL MANAGEMENT, LLC↓ DEC | -228,072 | $58.72K |
Invenomic Capital Management LP↓ DEC | -215,506 | $2.43M |
BARCLAYS PLC↓ DEC | -157,756 | $11.12K |
NORTHERN TRUST CORP↓ DEC | -125,533 | $431.66K |