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 |
|---|---|---|---|---|
FMR LLCCIK 0000315066 | 8,376,378 | $670.53M | +2,525,033 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 4,964,038 | $397.37M | +509,523 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 4,594,611 | $367.80M | +4,594,611 | NEW |
Lexington Partners L.P.CIK 0001621157 | 4,430,213 | $354.64M | – | no_change |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 4,324,016 | $346.14M | +4,324,016 | NEW |
Invesco Ltd.CIK 0000914208 | 4,186,462 | $335.13M | +97,813 | ↑ INC |
KHIS Custodian LPCIK 0002055575 | 3,942,428 | $315.59M | – | no_change |
DONALDSON CAPITAL MANAGEMENT, LLCCIK 0001487438 | 3,501,433 | $280.29M | – | no_change |
GCM Grosvenor Holdings, LLCCIK 0001939480 | 3,319,366 | $265.72M | – | no_change |
FIRST TRUST ADVISORS LPCIK 0001125816 | 2,891,687 | $231.48M | +93,565 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 2,848,337 | $228.01M | -478,093 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 2,832,794 | $226.77M | +2,207,224 | ↑ INC |
Falcon Wealth PlanningCIK 0001839850 | 2,569,446 | $205.68M | +2,569,446 | NEW |
Castle Hook Partners LPCIK 0001687241 | 2,493,778 | $199.63M | +2,493,778 | NEW |
Schusterman Interests, LLCCIK 0001857024 | 2,050,196 | $164.12M | – | no_change |
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIACIK 0000351083 | 1,952,568 | $156.30M | – | no_change |
Mass General Brigham, IncCIK 0001678378 | 1,562,054 | $125.04M | – | no_change |
UBS Group AGCIK 0001610520 | 1,543,230 | $123.54M | +616,254 | ↑ INC |
Lido Advisors, LLCCIK 0001650150 | 1,495,999 | $119.75M | +1,492,814 | ↑ INC |
PRUDENTIAL FINANCIAL INCCIK 0001137774 | 1,368,212 | $109.53M | -235 | ↓ DEC |
Hood River Capital Management LLCCIK 0001578177 | 1,288,784 | $103.17M | -4,651 | ↓ DEC |
FRANKLIN RESOURCES INCCIK 0000038777 | 1,281,792 | $102.61M | +56,167 | ↑ INC |
BAMCO INC /NY/CIK 0001017918 | 1,279,093 | $102.39M | -635,128 | ↓ DEC |
TimesSquare Capital Management, LLCCIK 0001313816 | 1,265,289 | $101.29M | -336,719 | ↓ DEC |
FEDERATED HERMES, INC.CIK 0001056288 | 1,229,656 | $98.43M | +627,417 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +4,594,611 | $367.80M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +4,324,016 | $346.14M |
Falcon Wealth PlanningNEW | +2,569,446 | $205.68M |
FMR LLC↑ INC | +2,525,033 | $670.53M |
Castle Hook Partners LPNEW | +2,493,778 | $199.63M |
AMERIPRISE FINANCIAL INC↑ INC | +2,207,224 | $226.77M |
Lido Advisors, LLC↑ INC | +1,492,814 | $119.75M |
Bregal General Partner Jersey LtdNEW | +777,782 | $62.26M |
LORD, ABBETT & CO. LLC↑ INC | +740,077 | $117.14K |
FEDERATED HERMES, INC.↑ INC | +627,417 | $98.43M |
| Filer | Δ Shares | Value |
|---|---|---|
Capital World Investors↓ DEC | -1,087,978 | $76.05M |
BAMCO INC /NY/↓ DEC | -635,128 | $102.39M |
MILLENNIUM MANAGEMENT LLC↓ DEC | -531,046 | $13.26M |
STATE STREET CORP↓ DEC | -478,093 | $228.01M |
Stephens Investment Management Group LLC↓ DEC | -458,939 | $64.85M |
DRIEHAUS CAPITAL MANAGEMENT LLC↓ DEC | -377,816 | $78.24M |
AustralianSuper Pty Ltd↓ DEC | -337,591 | $9.82M |
TimesSquare Capital Management, LLC↓ DEC | -336,719 | $101.29M |
Bank of New York Mellon Corp↓ DEC | -306,735 | $95.17M |
JENNISON ASSOCIATES LLC↓ DEC | -216,267 | $52.42M |