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 |
|---|---|---|---|---|
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 955,771 | $19.53M | +62,224 | ↑ INC |
ADVISORY RESEARCH INCCIK 0000902584 | 925,319 | $18.90M | +194,375 | ↑ INC |
YACKTMAN ASSET MANAGEMENT LPCIK 0000905567 | 705,675 | $14.42M | +530,000 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 592,746 | $12.11M | +51,042 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 434,771 | $8.88M | +4,562 | ↑ INC |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.CIK 0001238990 | 427,665 | $8.74M | -1,445 | ↓ DEC |
Philadelphia Financial Management of San Francisco, LLCCIK 0001351407 | 415,163 | $8.48M | +280,936 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 369,614 | $7.55M | +369,614 | NEW |
ROYCE & ASSOCIATES LPCIK 0000906304 | 328,300 | $6.71M | +10,000 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 232,588 | $4.75M | +5,330 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 201,856 | $4.12M | +638 | ↑ INC |
ROBOTTI ROBERTCIK 0001105838 | 181,367 | $3.71M | -8,500 | ↓ DEC |
BARD ASSOCIATES INCCIK 0001105907 | 180,310 | $3.68M | +407 | ↑ INC |
GABELLI FUNDS LLCCIK 0001081407 | 159,440 | $3.26M | +16,099 | ↑ INC |
Russell Investments Group, Ltd.CIK 0001692234 | 144,607 | $2.95M | +4,079 | ↑ INC |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833 | 139,450 | $2.85M | -10,880 | ↓ DEC |
Crown Wealth Group, LLCCIK 0001845698 | 132,000 | $2.70M | – | no_change |
Villanova Investment Management Co LLCCIK 0001872130 | 103,163 | $2.11M | -37,708 | ↓ DEC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 95,957 | $1.96M | +95,957 | NEW |
North Star Investment Management Corp.CIK 0001342857 | 95,000 | $1.94M | +67,000 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 93,434 | $1.91M | -13,319 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 84,948 | $1.74M | -743 | ↓ DEC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 84,781 | $1.73M | +10,657 | ↑ INC |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 82,156 | $1.68M | -61,748 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 80,847 | $1.65M | +4,264 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
YACKTMAN ASSET MANAGEMENT LP↑ INC | +530,000 | $14.42M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +369,614 | $7.55M |
Philadelphia Financial Management of San Francisco, LLC↑ INC | +280,936 | $8.48M |
ADVISORY RESEARCH INC↑ INC | +194,375 | $18.90M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +95,957 | $1.96M |
North Star Investment Management Corp.↑ INC | +67,000 | $1.94M |
DIMENSIONAL FUND ADVISORS LP↑ INC | +62,224 | $19.53M |
VANGUARD FIDUCIARY TRUST CONEW | +56,186 | $1.15M |
BlackRock, Inc.↑ INC | +51,042 | $12.11M |
Creative PlanningNEW | +49,748 | $1.02M |
| Filer | Δ Shares | Value |
|---|---|---|
Rock Creek Group LLC↓ DEC | -245,818 | $85.44K |
GW&K Investment Management, LLC↓ DEC | -241,584 | $9.39K |
J. Goldman & Co LP↓ DEC | -221,564 | $949.20K |
Point72 Asset Management, L.P.↓ DEC | -108,458 | $925.76K |
CITADEL ADVISORS LLC↓ DEC | -80,522 | $811.44K |
Meixler Investment Management, Ltd.↓ DEC | -64,720 | $1.46M |
AMERICAN CENTURY COMPANIES INC↓ DEC | -61,748 | $1.68M |
Villanova Investment Management Co LLC↓ DEC | -37,708 | $2.11M |
MILLENNIUM MANAGEMENT LLC↓ DEC | -33,778 | $974.31K |
JPMORGAN CHASE & CO↓ DEC | -16,697 | $195.06K |