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

Institutions62.6%
Insiders43.5%
Institutions Count297
Institutions 62.6%Insiders 43.5%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$1.37BSum 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
2,734,415$248.39M+24,044↑ INC
MORGAN STANLEYCIK 0000895421
1,314,165$119.38M-65,128↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
1,265,390$114.95M+1,265,390NEW
WESTWOOD HOLDINGS GROUP INCCIK 0001165002
1,005,594$91.35M-6,742↓ DEC
FIRST TRUST ADVISORS LPCIK 0001125816
879,005$79.85M+142,223↑ INC
ROYCE & ASSOCIATES LPCIK 0000906304
822,960$74.76M+139,759↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
796,189$72.33M+20,146↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
788,321$71.61M+788,321NEW
STATE STREET CORPCIK 0000093751
708,298$64.34M+19,334↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
641,734$58.30M-111,735↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
465,882$42.33M+11,781↑ INC
BAHL & GAYNOR INCCIK 0000872259
428,545$38.93M+25,483↑ INC
Invesco Ltd.CIK 0000914208
426,086$38.71M+837↑ INC
NORTHERN TRUST CORPCIK 0000073124
336,668$30.58M-1,748↓ DEC
DEPRINCE RACE & ZOLLO INCCIK 0001008894
333,367$30.28M+333,367NEW
Mawer Investment Management Ltd.CIK 0001538449
310,854$28.24M+233,973↑ INC
Bank of New York Mellon CorpCIK 0001390777
305,564$27.76M+3,452↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
249,654$22.68M+23,110↑ INC
SEI INVESTMENTS COCIK 0000350894
230,073$20.90M+33,882↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
203,054$18.39M+24,330↑ INC
LONDON CO OF VIRGINIACIK 0001259887
188,043$17.08M+33,359↑ INC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
178,945$16.26M+144,000↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
176,374$16.02M-54,129↓ DEC
AMERIPRISE FINANCIAL INCCIK 0000820027
170,905$15.53M-18,912↓ DEC
JPMORGAN CHASE & COCIK 0000019617
154,823$14.00M+70,803↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+1,265,390$114.95M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+788,321$71.61M
DEPRINCE RACE & ZOLLO INCNEW
+333,367$30.28M
Mawer Investment Management Ltd.↑ INC
+233,973$28.24M
AQR CAPITAL MANAGEMENT LLC↑ INC
+144,000$16.26M
FIRST TRUST ADVISORS LP↑ INC
+142,223$79.85M
ROYCE & ASSOCIATES LP↑ INC
+139,759$74.76M
VANGUARD FIDUCIARY TRUST CONEW
+126,803$11.52M
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC↑ INC
+104,640$12.11M
AMERICAN CENTURY COMPANIES INC↑ INC
+95,116$9.50M

Top Trims (Sellers)

FilerΔ SharesValue
Squarepoint Ops LLC↓ DEC
-164,113$308.86K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC
-111,735$58.30M
SG Americas Securities, LLC↓ DEC
-98,269$2.24K
PineStone Asset Management Inc.↓ DEC
-97,151$1.24M
MORGAN STANLEY↓ DEC
-65,128$119.38M
GOLDMAN SACHS GROUP INC↓ DEC
-54,129$16.02M
CITADEL ADVISORS LLC↓ DEC
-54,077$2.41M
WCM INVESTMENT MANAGEMENT, LLC↓ DEC
-51,016$8.78M
T. Rowe Price Investment Management, Inc.↓ DEC
-50,896$11.36K
VOLORIDGE INVESTMENT MANAGEMENT, LLC↓ DEC
-45,593$2.79M