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

Institutions99.4%
Insiders2.4%
Institutions Count526
Institutions 99.4%Insiders 2.4%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$5.01BSum 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
5,280,800$758.43M+39,479↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
2,778,410$399.04M+2,778,410NEW
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCCIK 0001021223
2,642,146$379.47M-130,661↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
2,419,332$347.46M+2,419,332NEW
EARNEST PARTNERS LLCCIK 0001102578
2,228,984$320.13M-62,527↓ DEC
ROYAL BANK OF CANADACIK 0001000275
1,751,495$251.55M+48,126↑ INC
STATE STREET CORPCIK 0000093751
1,693,696$243.25M-9,599↓ DEC
MORGAN STANLEYCIK 0000895421
1,592,009$228.64M+1,041,701↑ INC
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
1,361,410$195.53M+77,597↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
1,351,209$194.10M-67,340↓ DEC
Capital Research Global InvestorsCIK 0001422848
1,314,674$188.81M+352,411↑ INC
BANK OF MONTREAL /CAN/CIK 0000927971
1,149,599$165.11M-49,860↓ DEC
BAMCO INC /NY/CIK 0001017918
1,061,403$152.44M-62,548↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
950,872$136.56M-2,968↓ DEC
FMR LLCCIK 0000315066
856,024$122.94M-269,438↓ DEC
FIDUCIARY MANAGEMENT INC /WI/CIK 0000764532
803,572$115.41M+106,279↑ INC
Champlain Investment Partners, LLCCIK 0001315478
717,724$103.08M+258,624↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
701,587$99.33M-94,774↓ DEC
SEI INVESTMENTS COCIK 0000350894
689,532$99.03M+626↑ INC
Clearbridge Investments, LLCCIK 0001348883
625,228$89.80M+56,345↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
623,716$89.58M+78,854↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
616,519$88.54M+81,182↑ INC
Neuberger Berman Group LLCCIK 0001465109
610,943$87.74M-17,835↓ DEC
WESTFIELD CAPITAL MANAGEMENT CO LPCIK 0001177719
543,611$78.07M+23,609↑ INC
NORTHERN TRUST CORPCIK 0000073124
526,682$75.64M+17,011↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+2,778,410$399.04M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+2,419,332$347.46M
MORGAN STANLEY↑ INC
+1,041,701$228.64M
CITADEL ADVISORS LLC↑ INC
+399,769$71.52M
Capital Research Global Investors↑ INC
+352,411$188.81M
VANGUARD FIDUCIARY TRUST CONEW
+340,393$48.89M
JONES FINANCIAL COMPANIES LLLP↑ INC
+291,281$41.35M
Champlain Investment Partners, LLC↑ INC
+258,624$103.08M
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.NEW
+248,770$35.73M
BNP PARIBAS FINANCIAL MARKETS↑ INC
+142,913$22.54M

Top Trims (Sellers)

FilerΔ SharesValue
FIRST TRUST ADVISORS LP↓ DEC
-375,435$4.68M
THRIVENT FINANCIAL FOR LUTHERANS↓ DEC
-359,091$50.23K
Invesco Ltd.↓ DEC
-286,187$68.19M
ALLIANCEBERNSTEIN L.P.↓ DEC
-282,310$12.16M
FMR LLC↓ DEC
-269,438$122.94M
Capital International Investors↓ DEC
-200,273$16.22M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC↓ DEC
-130,661$379.47M
T. Rowe Price Investment Management, Inc.↓ DEC
-126,525$20.11K
JENNISON ASSOCIATES LLC↓ DEC
-119,210$67.29M
PRICE T ROWE ASSOCIATES INC /MD/↓ DEC
-112,418$6.95K