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 |
|---|---|---|---|---|
STATE FARM MUTUAL AUTOMOBILE INSURANCE COCIK 0000315032 | 51,800,000 | $545.45M | – | no_change |
Neuberger Berman Group LLCCIK 0001465109 | 8,721,368 | $91.84M | +451,748 | ↑ INC |
MARKEL GROUP INC.CIK 0001096343 | 3,108,000 | $32.73M | – | no_change |
Greenhaven Road Investment Management, L.P.CIK 0001741129 | 2,369,978 | $24.96M | -246,676 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 1,867,573 | $19.67M | +1,867,573 | NEW |
Pembroke Management, LTDCIK 0001063497 | 1,738,006 | $18.30M | -488,955 | ↓ DEC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 1,630,971 | $17.17M | +1,630,971 | NEW |
Lincoln Capital LLCCIK 0001633862 | 950,652 | $10.01M | +137,794 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 690,093 | $7.27M | +18,169 | ↑ INC |
ROYCE & ASSOCIATES LPCIK 0000906304 | 525,000 | $5.53M | – | no_change |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 418,807 | $4.41M | +20,663 | ↑ INC |
UBS Group AGCIK 0001610520 | 345,958 | $3.64M | +153,327 | ↑ INC |
SCHOLTZ & COMPANY, LLCCIK 0001606134 | 325,505 | $3.43M | +2,190 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 297,152 | $3.13M | -35,667 | ↓ DEC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 271,346 | $2.86M | +89,898 | ↑ INC |
Woodline Partners LPCIK 0001784547 | 260,544 | $2.74M | +8,014 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 234,818 | $2.47M | +234,818 | NEW |
STATE STREET CORPCIK 0000093751 | 233,788 | $2.46M | +3,002 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 217,522 | $2.29M | +1,692 | ↑ INC |
OXFORD FINANCIAL GROUP, LTD. LLCCIK 0001245862 | 170,000 | $1.79M | – | no_change |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 157,668 | $1.66M | +69,700 | ↑ INC |
National Philanthropic TrustCIK 0001785342 | 150,000 | $1.58M | – | no_change |
LPL Financial LLCCIK 0001403438 | 141,249 | $1.49M | +26,210 | ↑ INC |
CONFLUENCE INVESTMENT MANAGEMENT LLCCIK 0001442056 | 140,841 | $1.48M | -56,079 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 125,965 | $1.33M | +6,080 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
T. Rowe Price Investment Management, Inc.↑ INC | +4,499,166 | $59.40K |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +1,867,573 | $19.67M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +1,630,971 | $17.17M |
Neuberger Berman Group LLC↑ INC | +451,748 | $91.84M |
VANGUARD FIDUCIARY TRUST CONEW | +234,818 | $2.47M |
UBS Group AG↑ INC | +153,327 | $3.64M |
Lincoln Capital LLC↑ INC | +137,794 | $10.01M |
DIMENSIONAL FUND ADVISORS LP↑ INC | +89,898 | $2.86M |
RENAISSANCE TECHNOLOGIES LLC↑ INC | +69,700 | $1.66M |
PALISADE CAPITAL MANAGEMENT, LP↑ INC | +54,365 | $1.16M |
| Filer | Δ Shares | Value |
|---|---|---|
Pembroke Management, LTD↓ DEC | -488,955 | $18.30M |
FMR LLC↓ DEC | -347,754 | $200.00 |
Greenhaven Road Investment Management, L.P.↓ DEC | -246,676 | $24.96M |
CONFLUENCE INVESTMENT MANAGEMENT LLC↓ DEC | -56,079 | $1.48M |
Trexquant Investment LP↓ DEC | -50,547 | $681.61K |
MORGAN STANLEY↓ DEC | -35,667 | $3.13M |
Connor, Clark & Lunn Investment Management Ltd.↓ DEC | -30,194 | $1.22M |
GOLDMAN SACHS GROUP INC↓ DEC | -22,468 | $353.46K |
CITADEL ADVISORS LLC↓ DEC | -19,900 | $429.71K |
JPMORGAN CHASE & CO↓ DEC | -18,154 | $26.43K |