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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

Institutions55.9%
Insiders108.0%
Institutions Count307
Institutions 55.9%Insiders 108.0%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$2.44BSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCCIK 0001021223
5,924,818$553.85M-165,451↓ DEC
BlackRock, Inc.CIK 0002012383
4,084,835$381.85M+62,299↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,520,416$142.12M-10,893↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
1,517,906$141.89M+1,517,906NEW
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,198,358$112.02M+1,198,358NEW
MORGAN STANLEYCIK 0000895421
1,111,561$103.91M-267,675↓ DEC
STATE STREET CORPCIK 0000093751
1,064,596$99.52M+13,218↑ INC
Capital World InvestorsCIK 0001422849
1,010,000$94.41M+1,010,000NEW
WELLS FARGO & COMPANY/MNCIK 0000072971
722,950$67.58M-73,267↓ DEC
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328
709,695$66.34M-123,147↓ DEC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
713,767$66.15M-119,931↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
682,560$63.82M+44,146↑ INC
Fisher Asset Management, LLCCIK 0000850529
621,139$58.06M-39,960↓ DEC
Invesco Ltd.CIK 0000914208
581,776$54.38M+160,884↑ INC
LANSDOWNE PARTNERS (UK) LLPCIK 0001608485
522,946$48.88M-6,772↓ DEC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
503,178$47.04M+251,445↑ INC
FMR LLCCIK 0000315066
458,715$42.88M-279↓ DEC
Neuberger Berman Group LLCCIK 0001465109
440,500$41.18M+10,826↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
435,123$40.68M+131,166↑ INC
JPMORGAN CHASE & COCIK 0000019617
438,313$39.95M-97,103↓ DEC
LONDON CO OF VIRGINIACIK 0001259887
407,979$38.14M-14,908↓ DEC
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.CIK 0000921739
384,407$35.93M-144,665↓ DEC
NEUMEIER POMA INVESTMENT COUNSEL LLCCIK 0001044936
371,259$34.71M-13,165↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
368,700$34.47M+1,830↑ INC
NORTHERN TRUST CORPCIK 0000073124
344,187$32.17M+3,742↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+1,517,906$141.89M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,198,358$112.02M
Capital World InvestorsNEW
+1,010,000$94.41M
Lummis Asset Management, LP↑ INC
+353,738$3.75M
TWO SIGMA INVESTMENTS, LP↑ INC
+251,445$47.04M
VANGUARD FIDUCIARY TRUST CONEW
+191,242$17.88M
Invesco Ltd.↑ INC
+160,884$54.38M
GOLDMAN SACHS GROUP INC↑ INC
+131,166$40.68M
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC
+103,751$10.36M
Squarepoint Ops LLC↑ INC
+80,544$9.18M

Top Trims (Sellers)

FilerΔ SharesValue
MORGAN STANLEY↓ DEC
-267,675$103.91M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC↓ DEC
-165,451$553.85M
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.↓ DEC
-144,665$35.93M
M&T BANK CORP↓ DEC
-143,493$1.53M
LORD, ABBETT & CO. LLC↓ DEC
-130,396$19.36K
PRINCIPAL FINANCIAL GROUP INC↓ DEC
-123,147$66.34M
RAYMOND JAMES FINANCIAL INC↓ DEC
-119,931$66.15M
JPMORGAN CHASE & CO↓ DEC
-97,103$39.95M
WELLS FARGO & COMPANY/MN↓ DEC
-73,267$67.58M
CITADEL ADVISORS LLC↓ DEC
-72,051$8.13M