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 |
|---|---|---|---|---|
BlackRock, Inc.CIK 0002012383 | 9,787,125 | $311.23M | +46,758 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 5,706,543 | $181.47M | +5,706,543 | NEW |
STATE STREET CORPCIK 0000093751 | 4,127,217 | $133.08M | +91,619 | ↑ INC |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCCIK 0001021223 | 3,434,332 | $109.21M | -8,538 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 2,654,899 | $84.43M | +2,654,899 | NEW |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 1,621,434 | $51.56M | +1,168,793 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 1,564,994 | $49.78M | +92,129 | ↑ INC |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCCIK 0001033984 | 1,369,988 | $43.57M | +567,328 | ↑ INC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 918,882 | $29.22M | +126,719 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 887,307 | $28.22M | +28,741 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 802,609 | $25.52M | +39,683 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 780,288 | $24.81M | +336,431 | ↑ INC |
MARSHALL WACE, LLPCIK 0001318757 | 779,576 | $24.79M | +141,711 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 765,387 | $24.34M | +45,666 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 682,525 | $21.72M | +134,097 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 626,155 | $19.91M | +5,743 | ↑ INC |
Nuveen, LLCCIK 0001871926 | 557,259 | $17.72M | +106,728 | ↑ INC |
Bank of New York Mellon CorpCIK 0001390777 | 475,971 | $15.14M | +4,070 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 466,341 | $14.83M | -36,965 | ↓ DEC |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 425,156 | $13.50M | +422,714 | ↑ INC |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 415,540 | $13.21M | +142,033 | ↑ INC |
Clark Capital Management Group, Inc.CIK 0001352187 | 411,518 | $13.09M | +368,288 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 396,861 | $12.62M | +176,287 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 360,807 | $11.47M | +360,807 | NEW |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 360,641 | $11.47M | +102,694 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +5,706,543 | $181.47M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +2,654,899 | $84.43M |
TWO SIGMA INVESTMENTS, LP↑ INC | +1,168,793 | $51.56M |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC↑ INC | +567,328 | $43.57M |
JONES FINANCIAL COMPANIES LLLP↑ INC | +422,714 | $13.50M |
Clark Capital Management Group, Inc.↑ INC | +368,288 | $13.09M |
VANGUARD FIDUCIARY TRUST CONEW | +360,807 | $11.47M |
HEARTLAND ADVISORS INCNEW | +350,000 | $11.13M |
BANK OF AMERICA CORP /DE/↑ INC | +336,431 | $24.81M |
Verition Fund Management LLC↑ INC | +307,362 | $10.55M |
| Filer | Δ Shares | Value |
|---|---|---|
LMR Partners LLP↓ DEC | -222,871 | $9.99M |
Qube Research & Technologies Ltd↓ DEC | -182,055 | $5.38M |
RENAISSANCE TECHNOLOGIES LLC↓ DEC | -142,403 | $2.75M |
WELLS FARGO & COMPANY/MN↓ DEC | -72,123 | $10.68M |
BARCLAYS PLC↓ DEC | -53,566 | $1.57M |
Corient Private Wealth LLC↓ DEC | -52,715 | $1.44M |
Point72 Asset Management, L.P.↓ DEC | -51,460 | $4.04M |
Boston Partners↓ DEC | -39,946 | $4.40M |
Vestcor Inc↓ DEC | -39,659 | $343.00 |
Invesco Ltd.↓ DEC | -36,965 | $14.83M |