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

Institutions100.0%
Insiders3.5%
Institutions Count215
Institutions 100.0%Insiders 3.5%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$525.35MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
BlackRock, Inc.CIK 0002012383
14,782,433$104.22M+316,560↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
6,034,912$42.55M+6,034,912NEW
FMR LLCCIK 0000315066
5,004,794$35.28M-9,714,605↓ DEC
STATE STREET CORPCIK 0000093751
4,529,039$31.93M+153,720↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
4,125,522$29.08M+4,125,522NEW
MARSHALL WACE, LLPCIK 0001318757
3,544,267$24.99M+1,118,205↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
3,042,624$21.45M-1,112,406↓ DEC
BECKER CAPITAL MANAGEMENT INCCIK 0000799004
2,577,463$18.17M+1,594,581↑ INC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
2,523,171$17.79M+1,553,338↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
2,421,456$17.07M+61,670↑ INC
Clearbridge Investments, LLCCIK 0001348883
2,405,994$16.96M-410,727↓ DEC
Mill Road Capital Management LLCCIK 0001512275
2,370,897$16.71M+1,379,404↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
2,299,172$16.21M+19,312↑ INC
Invesco Ltd.CIK 0000914208
2,248,227$15.85M+333,817↑ INC
MACKENZIE FINANCIAL CORPCIK 0000919859
2,125,243$14.98M-2,584,478↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
1,889,150$13.32M+148,005↑ INC
J. Goldman & Co LPCIK 0001412741
1,634,131$11.52M-856,126↓ DEC
Whitebark Investors LPCIK 0002042091
1,619,274$11.42M–no_change
AMERIPRISE FINANCIAL INCCIK 0000820027
1,582,070$11.15M+361,726↑ INC
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710
1,558,797$10.99M+1,018,319↑ INC
MORGAN STANLEYCIK 0000895421
1,478,996$10.43M-749,283↓ DEC
Solas Capital Management, LLCCIK 0001604867
1,395,185$9.84M+271,130↑ INC
Dana Investment Advisors, Inc.CIK 0001427514
1,171,471$8.26M+375,027↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
1,083,541$7.64M+258,292↑ INC
GLENMEDE TRUST CO NACIK 0000314949
1,070,074$7.54M-91,248↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
T. Rowe Price Investment Management, Inc.↑ INC
+16,226,040$131.37K
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+6,034,912$42.55M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+4,125,522$29.08M
BECKER CAPITAL MANAGEMENT INC↑ INC
+1,594,581$18.17M
MILLENNIUM MANAGEMENT LLC↑ INC
+1,553,338$17.79M
Mill Road Capital Management LLC↑ INC
+1,379,404$16.71M
MARSHALL WACE, LLP↑ INC
+1,118,205$24.99M
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCNEW
+1,018,530$7.18M
BALYASNY ASSET MANAGEMENT L.P.↑ INC
+1,018,319$10.99M
JANE STREET GROUP, LLC↑ INC
+899,703$6.55M

Top Trims (Sellers)

FilerΔ SharesValue
FMR LLC↓ DEC
-9,714,605$35.28M
Van Berkom & Associates Inc.↓ DEC
-3,722,689$803.00
MACKENZIE FINANCIAL CORP↓ DEC
-2,584,478$14.98M
UBS Group AG↓ DEC
-1,680,028$7.38M
DIMENSIONAL FUND ADVISORS LP↓ DEC
-1,112,406$21.45M
J. Goldman & Co LP↓ DEC
-856,126$11.52M
MORGAN STANLEY↓ DEC
-749,283$10.43M
BARCLAYS PLC↓ DEC
-553,040$2.20M
Clearbridge Investments, LLC↓ DEC
-410,727$16.96M
CenterBook Partners LP↓ DEC
-401,563$1.72M