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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

Institutions6.3%
Insiders0.0%
Institutions Count610
Institutions 6.3%Insiders 0.0%Float (Other) 93.7%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$4.72BSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
DODGE & COXCIK 0000200217
146,539,663$1.47B-5,215,789↓ DEC
FMR LLCCIK 0000315066
113,969,159$1.14B+6,027,352↑ INC
Clearbridge Investments, LLCCIK 0001348883
31,718,725$317.50M+295,449↑ INC
MORGAN STANLEYCIK 0000895421
19,166,253$191.85M-2,329,130↓ DEC
HARDING LOEVNER LPCIK 0000928196
15,712,550$157.23M-903,137↓ DEC
HARRIS ASSOCIATES L PCIK 0000813917
15,032,041$150.47M+15,032,041NEW
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
14,674,518$146.89M+6,647,329↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
10,934,228$109.45M+1,586,230↑ INC
JONES FINANCIAL COMPANIES LLLPCIK 0000815917
9,086,528$89.05M+8,730,841↑ INC
Nuveen, LLCCIK 0001871926
8,699,093$87.08M+2,529,738↑ INC
JPMORGAN CHASE & COCIK 0000019617
8,279,468$82.79M+179,251↑ INC
Aristotle Capital Management, LLCCIK 0000860644
7,663,514$76.71M-161,759↓ DEC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
7,034,778$70.42M+1,554,697↑ INC
Douglas Lane & Associates, LLCCIK 0001672594
6,693,783$67.00M-67,572↓ DEC
Point72 Asset Management, L.P.CIK 0001603466
6,574,038$65.81M+1,834,221↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
6,264,041$62.70M+212,589↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
6,127,452$61.34M-4,313,726↓ DEC
Sculptor Capital LPCIK 0001054587
5,300,868$53.06M-5,154,000↓ DEC
BlackRock, Inc.CIK 0002012383
5,250,957$52.56M+267,751↑ INC
Rockefeller Capital Management L.P.CIK 0001739439
5,103,509$51.09M-293,692↓ DEC
NORTHERN TRUST CORPCIK 0000073124
4,881,337$48.86M+64,278↑ INC
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
4,828,648$48.33M-163,881↓ DEC
Bank Julius Baer & Co. Ltd, ZurichCIK 0001544599
4,356,376$43.61M-100,783↓ DEC
First Eagle Investment Management, LLCCIK 0001325447
4,032,643$40.37M+697,060↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
4,022,749$40.27M+295,897↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
HARRIS ASSOCIATES L PNEW
+15,032,041$150.47M
JONES FINANCIAL COMPANIES LLLP↑ INC
+8,730,841$89.05M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↑ INC
+6,647,329$146.89M
FMR LLC↑ INC
+6,027,352$1.14B
CIBC Bancorp USA Inc.↑ INC
+3,935,407$39.59M
PRINCIPAL FINANCIAL GROUP INC↑ INC
+2,793,333$28.06M
Nuveen, LLC↑ INC
+2,529,738$87.08M
Point72 Asset Management, L.P.↑ INC
+1,834,221$65.81M
BANK OF AMERICA CORP /DE/↑ INC
+1,586,230$109.45M
ENVESTNET ASSET MANAGEMENT INC↑ INC
+1,554,697$70.42M

Top Trims (Sellers)

FilerΔ SharesValue
BANK OF MONTREAL /CAN/↓ DEC
-7,553,863$9.48M
CITADEL ADVISORS LLC↓ DEC
-6,488,448$10.20M
DODGE & COX↓ DEC
-5,215,789$1.47B
Sculptor Capital LP↓ DEC
-5,154,000$53.06M
GOLDMAN SACHS GROUP INC↓ DEC
-4,313,726$61.34M
Qube Research & Technologies Ltd↓ DEC
-2,450,993$6.74M
MORGAN STANLEY↓ DEC
-2,329,130$191.85M
ABC ARBITRAGE SA↓ DEC
-2,312,074$4.78M
VOLORIDGE INVESTMENT MANAGEMENT, LLC↓ DEC
-1,837,615$16.69M
OLD MISSION CAPITAL LLC↓ DEC
-1,502,029$1.02M