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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

Institutions5.8%
Insiders0.0%
Institutions Count328
Institutions 5.8%Insiders 0.0%Float (Other) 94.2%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$1.56BSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
2,509,789$250.27M-71,734↓ DEC
BlackRock, Inc.CIK 0002012383
2,206,764$220.08M+464,747↑ INC
LAZARD ASSET MANAGEMENT LLCCIK 0001207017
1,457,537$145.36M+39,764↑ INC
MORGAN STANLEYCIK 0000895421
1,151,361$114.83M+71,309↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
1,068,416$106.55M+180,590↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
1,040,325$103.75M+99,497↑ INC
NORTHERN TRUST CORPCIK 0000073124
896,249$89.38M-9,663↓ DEC
TODD ASSET MANAGEMENT LLCCIK 0001071483
557,427$55.59M+2,687↑ INC
BNP Paribas Asset Management Holding S.A.CIK 0001520354
526,926$52.55M+331,459↑ INC
Connor, Clark & Lunn Investment Management Ltd.CIK 0001596800
411,657$41.05M-169,799↓ DEC
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
399,545$39.85M-410,675↓ DEC
Orbis Allan Gray LtdCIK 0001663865
360,611$35.96M-18,174↓ DEC
Clark Capital Management Group, Inc.CIK 0001352187
349,604$34.87M-205,433↓ DEC
ROYAL BANK OF CANADACIK 0001000275
342,236$34.13M+53,952↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
292,370$29.16M+292,370NEW
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.CIK 0000921739
250,888$25.02M+1,267↑ INC
WCM INVESTMENT MANAGEMENT, LLCCIK 0001061186
251,197$24.50M+251,197NEW
Ramirez Asset Management, Inc.CIK 0001992110
236,513$24.01M+16,611↑ INC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
238,750$23.81M+65,465↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
215,889$21.53M+40,784↑ INC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
198,470$19.79M+15,267↑ INC
Creative PlanningCIK 0001540235
184,039$18.35M+40,489↑ INC
SILVERCREST ASSET MANAGEMENT GROUP LLCCIK 0001232395
163,006$16.26M-45↓ DEC
Invesco Ltd.CIK 0000914208
160,791$16.04M-38,165↓ DEC
O'SHAUGHNESSY ASSET MANAGEMENT, LLCCIK 0001423442
156,408$15.60M+16,781↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
BlackRock, Inc.↑ INC
+464,747$220.08M
BNP Paribas Asset Management Holding S.A.↑ INC
+331,459$52.55M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+292,370$29.16M
WCM INVESTMENT MANAGEMENT, LLCNEW
+251,197$24.50M
BANK OF AMERICA CORP /DE/↑ INC
+180,590$106.55M
JONES FINANCIAL COMPANIES LLLP↑ INC
+104,649$10.44M
AMERICAN CENTURY COMPANIES INC↑ INC
+99,497$103.75M
HARRIS ASSOCIATES L P↑ INC
+80,359$8.32M
MORGAN STANLEY↑ INC
+71,309$114.83M
ENVESTNET ASSET MANAGEMENT INC↑ INC
+65,465$23.81M

Top Trims (Sellers)

FilerΔ SharesValue
Capital International Investors↓ DEC
-675,300$8.63M
M&T BANK CORP↓ DEC
-426,384$321.63K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↓ DEC
-410,675$39.85M
Clark Capital Management Group, Inc.↓ DEC
-205,433$34.87M
Connor, Clark & Lunn Investment Management Ltd.↓ DEC
-169,799$41.05M
RAYMOND JAMES FINANCIAL INC↓ DEC
-130,126$2.98M
DIMENSIONAL FUND ADVISORS LP↓ DEC
-71,734$250.27M
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO↓ DEC
-56,969$4.47M
Invesco Ltd.↓ DEC
-38,165$16.04M
DEUTSCHE BANK AG\↓ DEC
-34,982$471.32K