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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

Institutions95.8%
Insiders4.3%
Institutions Count128
Institutions 95.8%Insiders 4.3%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$424.84MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
PZENA INVESTMENT MANAGEMENT LLCCIK 0001027796
1,697,457$44.00M-24,500↓ DEC
COOKE & BIELER LPCIK 0000024386
1,488,663$38.59M-78,741↓ DEC
BlackRock, Inc.CIK 0002012383
1,446,427$37.49M+845↑ INC
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
1,403,407$36.38M-284,692↓ DEC
Twin Lions Management LLCCIK 0002055318
1,113,201$28.85M-24,852↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
967,068$25.07M+52,635↑ INC
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.CIK 0000921739
914,837$23.71M-77,105↓ DEC
Lodge Hill Capital, LLCCIK 0001598245
905,014$23.46M–no_change
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
798,418$20.69M+798,418NEW
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/CIK 0001009016
694,763$18.01M+29,390↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
581,933$15.08M+58,079↑ INC
Capital World InvestorsCIK 0001422849
515,206$13.35M-90,067↓ DEC
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCCIK 0001644956
475,796$12.33M+475,796NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
453,077$11.74M+104↑ INC
STATE STREET CORPCIK 0000093751
443,973$11.51M-1,485↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
401,852$10.42M-27,880↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
343,042$8.89M+105,734↑ INC
MORGAN STANLEYCIK 0000895421
284,361$7.37M-56,981↓ DEC
Grantham, Mayo, Van Otterloo & Co. LLCCIK 0001352662
270,662$7.02M-8,695↓ DEC
Atom Investors LPCIK 0001738902
231,849$6.01M+45,798↑ INC
SCHRODER INVESTMENT MANAGEMENT GROUPCIK 0001086619
216,766$5.64M-47,237↓ DEC
Meros Investment Management, LPCIK 0001911372
215,194$5.58M+57,319↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
183,884$4.77M+183,884NEW
FMR LLCCIK 0000315066
176,369$4.57M+296↑ INC
NORTHERN TRUST CORPCIK 0000073124
166,337$4.31M+5,210↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+798,418$20.69M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCNEW
+475,796$12.33M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+183,884$4.77M
BRIDGEWAY CAPITAL MANAGEMENT, LLC↑ INC
+123,935$3.31M
VANGUARD FIDUCIARY TRUST CONEW
+123,030$3.19M
BANK OF AMERICA CORP /DE/↑ INC
+105,734$8.89M
JACOBS LEVY EQUITY MANAGEMENT, INC↑ INC
+67,463$2.19M
AMERICAN CENTURY COMPANIES INC↑ INC
+58,079$15.08M
Meros Investment Management, LP↑ INC
+57,319$5.58M
DIMENSIONAL FUND ADVISORS LP↑ INC
+52,635$25.07M

Top Trims (Sellers)

FilerΔ SharesValue
WELLINGTON MANAGEMENT GROUP LLP↓ DEC
-284,692$36.38M
AMERIPRISE FINANCIAL INC↓ DEC
-273,189$1.06M
Capital World Investors↓ DEC
-90,067$13.35M
COOKE & BIELER LP↓ DEC
-78,741$38.59M
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.↓ DEC
-77,105$23.71M
MORGAN STANLEY↓ DEC
-56,981$7.37M
TWO SIGMA INVESTMENTS, LP↓ DEC
-53,274$1.04M
SCHRODER INVESTMENT MANAGEMENT GROUP↓ DEC
-47,237$5.64M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC
-27,880$10.42M
Twin Lions Management LLC↓ DEC
-24,852$28.85M