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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

Institutions88.2%
Insiders2.2%
Institutions Count280
Institutions 88.2%Insiders 2.2%Float (Other) 9.6%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$1.39BSum 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
2,024,104$251.45M+4,777↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
929,413$115.46M+929,413NEW
ROYCE & ASSOCIATES LPCIK 0000906304
823,903$102.35M+68,163↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
750,789$93.27M+38,261↑ INC
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
748,141$92.94M-8,847↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
623,738$77.49M+623,738NEW
MORGAN STANLEYCIK 0000895421
614,476$76.34M-73,697↓ DEC
STATE STREET CORPCIK 0000093751
542,858$67.44M-2,349↓ DEC
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCCIK 0001644956
388,406$48.25M-81,575↓ DEC
JPMORGAN CHASE & COCIK 0000019617
363,486$45.25M-159,861↓ DEC
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.CIK 0000921739
341,574$42.43M-20,830↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
336,287$41.79M+10,692↑ INC
Allspring Global Investments Holdings, LLCCIK 0001890906
326,024$40.42M-17,707↓ DEC
DEPRINCE RACE & ZOLLO INCCIK 0001008894
273,889$34.03M-4,687↓ DEC
Copeland Capital Management, LLCCIK 0001541743
265,051$32.93M-43,180↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
224,030$27.83M+45,339↑ INC
MASSACHUSETTS FINANCIAL SERVICES CO /MA/CIK 0000912938
221,015$27.46M-11,746↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
210,924$26.20M+4,701↑ INC
NORTHERN TRUST CORPCIK 0000073124
195,689$24.31M-2,072↓ DEC
Invesco Ltd.CIK 0000914208
189,240$23.51M+121,181↑ INC
SCHRODER INVESTMENT MANAGEMENT GROUPCIK 0001086619
187,850$23.38M+187,850NEW
Global Alpha Capital Management Ltd.CIK 0001584691
169,759$21.09M+15,859↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
164,913$20.51M-51,557↓ DEC
KENNEDY CAPITAL MANAGEMENT LLCCIK 0000884589
158,004$19.63M+41,117↑ INC
MetLife Investment Management, LLCCIK 0001529735
149,496$18.57M+10,206↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+929,413$115.46M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+623,738$77.49M
SCHRODER INVESTMENT MANAGEMENT GROUPNEW
+187,850$23.38M
Invesco Ltd.↑ INC
+121,181$23.51M
Aberdeen Group plcNEW
+104,863$13.03M
First Eagle Investment Management, LLCNEW
+94,538$11.74M
VANGUARD FIDUCIARY TRUST CONEW
+88,722$11.02M
ROYCE & ASSOCIATES LP↑ INC
+68,163$102.35M
LUMINUS MANAGEMENT LLC↑ INC
+58,673$16.92M
BANK OF AMERICA CORP /DE/↑ INC
+45,339$27.83M

Top Trims (Sellers)

FilerΔ SharesValue
JPMORGAN CHASE & CO↓ DEC
-159,861$45.25M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC↓ DEC
-81,575$48.25M
MORGAN STANLEY↓ DEC
-73,697$76.34M
RAYMOND JAMES FINANCIAL INC↓ DEC
-51,557$20.51M
WCM INVESTMENT MANAGEMENT, LLC↓ DEC
-44,621$9.77M
Copeland Capital Management, LLC↓ DEC
-43,180$32.93M
CITIGROUP INC↓ DEC
-33,419$3.06M
GOLDMAN SACHS GROUP INC↓ DEC
-25,853$11.09M
FMR LLC↓ DEC
-22,028$3.25M
T. Rowe Price Investment Management, Inc.↓ DEC
-20,837$18.38K