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 | 3,432,243 | $550.22M | -65,810 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 3,233,185 | $518.31M | +104,787 | ↑ INC |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 1,835,604 | $293.79M | +848,517 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 1,752,711 | $280.98M | +1,752,711 | NEW |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 1,531,900 | $245.58M | +1,531,900 | NEW |
Boston PartnersCIK 0001386060 | 1,420,213 | $227.76M | -294,687 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 1,123,666 | $180.13M | +18,858 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 1,118,554 | $179.32M | +179,294 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 934,926 | $149.90M | +77,489 | ↑ INC |
JACOBS LEVY EQUITY MANAGEMENT, INCCIK 0000884414 | 745,228 | $119.47M | +38,782 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 721,330 | $115.64M | +78,887 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 683,119 | $109.51M | +15,825 | ↑ INC |
REINHART PARTNERS, LLC.CIK 0001080298 | 682,536 | $109.42M | +21,458 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 656,118 | $105.18M | -922,305 | ↓ DEC |
FENIMORE ASSET MANAGEMENT INCCIK 0000884566 | 566,064 | $90.75M | +79,899 | ↑ INC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 482,095 | $77.28M | -59,785 | ↓ DEC |
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710 | 459,608 | $73.68M | +451,780 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 448,909 | $71.96M | -103,187 | ↓ DEC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 383,687 | $61.51M | +14,077 | ↑ INC |
Copeland Capital Management, LLCCIK 0001541743 | 377,389 | $60.50M | -3,846 | ↓ DEC |
BANK OF MONTREAL /CAN/CIK 0000927971 | 369,511 | $59.24M | -17,247 | ↓ DEC |
JPMORGAN CHASE & COCIK 0000019617 | 362,828 | $56.95M | -193,442 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 348,449 | $55.86M | -4,453 | ↓ DEC |
Bank of New York Mellon CorpCIK 0001390777 | 347,877 | $55.77M | +24 | ↑ INC |
ALLIANCEBERNSTEIN L.P.CIK 0001109448 | 340,606 | $48.95M | +58,653 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +1,752,711 | $280.98M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +1,531,900 | $245.58M |
AQR CAPITAL MANAGEMENT LLC↑ INC | +848,517 | $293.79M |
BALYASNY ASSET MANAGEMENT L.P.↑ INC | +451,780 | $73.68M |
VANGUARD FIDUCIARY TRUST CONEW | +211,909 | $33.97M |
SG Americas Securities, LLC↑ INC | +209,912 | $37.04K |
Turas Capital Management LPNEW | +183,500 | $29.42M |
FIRST TRUST ADVISORS LP↑ INC | +179,294 | $179.32M |
UBS Group AG↑ INC | +153,902 | $44.53M |
BlackRock, Inc.↑ INC | +104,787 | $518.31M |
| Filer | Δ Shares | Value |
|---|---|---|
M&T BANK CORP↓ DEC | -6,287,694 | $1.06M |
MORGAN STANLEY↓ DEC | -922,305 | $105.18M |
Corient Private Wealth LLC↓ DEC | -437,801 | $48.79M |
Boston Partners↓ DEC | -294,687 | $227.76M |
Qube Research & Technologies Ltd↓ DEC | -219,912 | $7.14M |
JPMORGAN CHASE & CO↓ DEC | -193,442 | $56.95M |
Nuveen, LLC↓ DEC | -144,533 | $8.65M |
GOLDMAN SACHS GROUP INC↓ DEC | -103,187 | $71.96M |
Clarkston Capital Partners, LLC↓ DEC | -78,655 | $17.19M |
Allspring Global Investments Holdings, LLC↓ DEC | -73,961 | $221.70K |