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 |
|---|---|---|---|---|
Blackstone Inc.CIK 0001393818 | 11,918,786 | $576.99M | +4,513 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 7,010,669 | $339.39M | -333,306 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 3,891,109 | $188.37M | -637,531 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 2,957,610 | $143.18M | -361 | ↓ DEC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 2,852,981 | $138.11M | +2,852,981 | NEW |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 2,116,386 | $102.45M | +2,116,386 | NEW |
Neuberger Berman Group LLCCIK 0001465109 | 2,044,238 | $98.96M | -23,946 | ↓ DEC |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTCIK 0001329375 | 1,874,000 | $90.72M | +30,600 | ↑ INC |
UBS Group AGCIK 0001610520 | 1,864,683 | $90.27M | +1,110,627 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 1,840,434 | $89.10M | +212,142 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 1,800,798 | $87.18M | +25,582 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 1,712,280 | $82.89M | +68,748 | ↑ INC |
Clearbridge Investments, LLCCIK 0001348883 | 1,397,929 | $67.67M | +1,371,969 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 1,110,727 | $53.78M | +61,124 | ↑ INC |
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328 | 1,020,157 | $49.39M | +1,465 | ↑ INC |
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710 | 912,865 | $44.19M | +863,333 | ↑ INC |
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219 | 879,044 | $42.55M | -729,359 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 855,670 | $41.42M | -79,905 | ↓ DEC |
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.CIK 0000921739 | 849,970 | $41.15M | -338,435 | ↓ DEC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 687,553 | $33.29M | +8,513 | ↑ INC |
Advisors Capital Management, LLCCIK 0001345576 | 665,984 | $32.24M | +20,601 | ↑ INC |
SIR Capital Management, L.P.CIK 0001434997 | 629,452 | $30.47M | -42,638 | ↓ DEC |
WESTWOOD HOLDINGS GROUP INCCIK 0001165002 | 605,912 | $29.33M | -168,133 | ↓ DEC |
RR Advisors, LLCCIK 0001322613 | 577,936 | $27.98M | – | no_change |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 571,931 | $27.69M | +24,643 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +2,852,981 | $138.11M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +2,116,386 | $102.45M |
Clearbridge Investments, LLC↑ INC | +1,371,969 | $67.67M |
UBS Group AG↑ INC | +1,110,627 | $90.27M |
BALYASNY ASSET MANAGEMENT L.P.↑ INC | +863,333 | $44.19M |
CITIGROUP INC↑ INC | +532,852 | $26.31M |
MILLENNIUM MANAGEMENT LLC↑ INC | +436,290 | $21.67M |
HITE Hedge Asset Management LLC↑ INC | +345,799 | $22.31M |
VANGUARD FIDUCIARY TRUST CONEW | +312,646 | $15.14M |
NEOS Investment Management LLC↑ INC | +272,766 | $14.50M |
| Filer | Δ Shares | Value |
|---|---|---|
Zimmer Partners, LP↓ DEC | -2,602,250 | $6.45M |
WELLINGTON MANAGEMENT GROUP LLP↓ DEC | -729,359 | $42.55M |
GOLDMAN SACHS GROUP INC↓ DEC | -637,531 | $188.37M |
COHEN & STEERS, INC.↓ DEC | -349,341 | $72.33K |
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.↓ DEC | -338,435 | $41.15M |
BlackRock, Inc.↓ DEC | -333,306 | $339.39M |
EAGLE GLOBAL ADVISORS LLC↓ DEC | -282,861 | $18.69M |
INFRASTRUCTURE CAPITAL ADVISORS, LLC↓ DEC | -253,597 | $243.26K |
Alyeska Investment Group, L.P.↓ DEC | -203,522 | $21.72M |
WESTWOOD HOLDINGS GROUP INC↓ DEC | -168,133 | $29.33M |