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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

Institutions77.6%
Insiders4.2%
Institutions Count303
Institutions 77.6%Insiders 4.2%Float (Other) 18.2%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$1.87BSum 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
3,108,501$477.47M-103,871↓ DEC
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCCIK 0001021223
1,526,055$234.40M+379,657↑ INC
STATE STREET CORPCIK 0000093751
1,043,806$160.33M-23,645↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
851,642$130.81M+851,642NEW
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
524,680$80.59M+524,680NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
521,327$80.09M+7,792↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
513,779$78.92M-12,168↓ DEC
WASATCH ADVISORS LPCIK 0000814133
469,672$72.14M-82,747↓ DEC
BOWEN HANES & CO INCCIK 0001077583
380,520$58.45M+15,550↑ INC
WESTWOOD HOLDINGS GROUP INCCIK 0001165002
350,227$53.79M-57,540↓ DEC
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.CIK 0001021642
315,349$48.44M-68,078↓ DEC
Capital World InvestorsCIK 0001422849
279,981$43.01M-198,004↓ DEC
NORTHERN TRUST CORPCIK 0000073124
262,765$40.36M+9,532↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
240,179$36.89M+1,154↑ INC
Invesco Ltd.CIK 0000914208
231,546$35.57M-154,643↓ DEC
MORGAN STANLEYCIK 0000895421
212,956$32.71M-11,689↓ DEC
FIRST TRUST ADVISORS LPCIK 0001125816
186,761$28.69M+2,155↑ INC
LONDON CO OF VIRGINIACIK 0001259887
174,415$26.79M+174,415NEW
CONGRESS ASSET MANAGEMENT COCIK 0000897378
165,380$25.40M+12,721↑ INC
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCCIK 0001644956
165,269$25.39M+30,830↑ INC
FULLER & THALER ASSET MANAGEMENT, INC.CIK 0001082327
146,571$22.51M-102,067↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
142,273$21.85M+142,273NEW
Bank of New York Mellon CorpCIK 0001390777
140,534$21.59M-2,966↓ DEC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
123,896$19.03M+34,051↑ INC
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328
123,051$18.90M+3,465↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+851,642$130.81M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+524,680$80.59M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC↑ INC
+379,657$234.40M
LONDON CO OF VIRGINIANEW
+174,415$26.79M
VANGUARD FIDUCIARY TRUST CONEW
+142,273$21.85M
Valtinson Bruner Financial Planning LLC↑ INC
+86,396$13.58M
BANK OF AMERICA CORP /DE/↑ INC
+37,035$15.14M
RAYMOND JAMES FINANCIAL INC↑ INC
+34,051$19.03M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC↑ INC
+30,830$25.39M
Cetera Investment Advisers↑ INC
+25,359$5.44M

Top Trims (Sellers)

FilerΔ SharesValue
Capital World Investors↓ DEC
-198,004$43.01M
Invesco Ltd.↓ DEC
-154,643$35.57M
BlackRock, Inc.↓ DEC
-103,871$477.47M
FULLER & THALER ASSET MANAGEMENT, INC.↓ DEC
-102,067$22.51M
WASATCH ADVISORS LP↓ DEC
-82,747$72.14M
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.↓ DEC
-68,078$48.44M
WESTWOOD HOLDINGS GROUP INC↓ DEC
-57,540$53.79M
Neuberger Berman Group LLC↓ DEC
-42,585$270.19K
BARCLAYS PLC↓ DEC
-29,273$965.84K
BALYASNY ASSET MANAGEMENT L.P.↓ DEC
-28,083$612.10K