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.
| Filer | Shares | Market Value | Δ Shares | Change |
|---|---|---|---|---|
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCCIK 0001021223 | 1,964,351 | $57.44M | -15,301 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 1,501,060 | $43.89M | -310,693 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 774,611 | $22.65M | +774,611 | NEW |
Copeland Capital Management, LLCCIK 0001541743 | 666,331 | $19.48M | +226,520 | ↑ INC |
NEW SOUTH CAPITAL MANAGEMENT INCCIK 0001044797 | 627,606 | $18.35M | -70,289 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 483,151 | $14.13M | -721 | ↓ DEC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 468,010 | $13.69M | -21,227 | ↓ DEC |
DEPRINCE RACE & ZOLLO INCCIK 0001008894 | 466,110 | $13.63M | -33,623 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 430,744 | $12.59M | +19,567 | ↑ INC |
JACOBS LEVY EQUITY MANAGEMENT, INCCIK 0000884414 | 405,720 | $11.86M | +3,634 | ↑ INC |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 397,584 | $11.63M | -44,939 | ↓ DEC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 396,578 | $11.60M | -496,986 | ↓ DEC |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833 | 371,265 | $10.86M | -75,840 | ↓ DEC |
Point72 Asset Management, L.P.CIK 0001603466 | 354,841 | $10.38M | +348,290 | ↑ INC |
Russell Investments Group, Ltd.CIK 0001692234 | 353,598 | $10.34M | +29,265 | ↑ INC |
Tributary Capital Management, LLCCIK 0001441888 | 351,847 | $10.29M | -25,868 | ↓ DEC |
ROYCE & ASSOCIATES LPCIK 0000906304 | 327,393 | $9.57M | +217,046 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 326,510 | $9.55M | +18,870 | ↑ INC |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 274,815 | $8.04M | +155,810 | ↑ INC |
SEI INVESTMENTS COCIK 0000350894 | 246,709 | $7.21M | +98,736 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 235,066 | $6.87M | +10,248 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 230,564 | $6.74M | +230,564 | NEW |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 230,407 | $6.74M | +51,407 | ↑ INC |
Bank of New York Mellon CorpCIK 0001390777 | 220,818 | $6.46M | -1,691 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 199,774 | $5.84M | +47,293 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +774,611 | $22.65M |
Point72 Asset Management, L.P.↑ INC | +348,290 | $10.38M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +230,564 | $6.74M |
Copeland Capital Management, LLC↑ INC | +226,520 | $19.48M |
ROYCE & ASSOCIATES LP↑ INC | +217,046 | $9.57M |
AMERICAN CENTURY COMPANIES INC↑ INC | +155,810 | $8.04M |
UBS Group AG↑ INC | +120,731 | $4.30M |
VANGUARD FIDUCIARY TRUST CONEW | +114,012 | $3.33M |
JANE STREET GROUP, LLC↑ INC | +100,196 | $3.33M |
SEI INVESTMENTS CO↑ INC | +98,736 | $7.21M |
| Filer | Δ Shares | Value |
|---|---|---|
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC | -496,986 | $11.60M |
BlackRock, Inc.↓ DEC | -310,693 | $43.89M |
Qube Research & Technologies Ltd↓ DEC | -131,222 | $770.42K |
Creative Planning↓ DEC | -126,934 | $1.69M |
GOLDMAN SACHS GROUP INC↓ DEC | -112,618 | $5.78M |
MILLENNIUM MANAGEMENT LLC↓ DEC | -103,363 | $1.90M |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC↓ DEC | -75,840 | $10.86M |
NEW SOUTH CAPITAL MANAGEMENT INC↓ DEC | -70,289 | $18.35M |
CITADEL ADVISORS LLC↓ DEC | -55,573 | $2.84M |
AMERIPRISE FINANCIAL INC↓ DEC | -46,068 | $2.53M |