Stockfacts
Use CasesDocsPricing
Log inSign up free
OverviewFinancialsTrendsTranscriptsOptionsInstitutionsInsidersCorporate ActionsSEC Filings
Stockfacts

EOD US-equity data for investors and AI agents

Data is end-of-day, not real-time, and not investment advice

Use CasesDashboard

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

Institutions66.8%
Insiders2.8%
Institutions Count192
Institutions 66.8%Insiders 2.8%Float (Other) 30.4%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$462.81MSum 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
1,388,714$70.13M-50,171↓ DEC
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
1,189,031$60.05M+894,218↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,032,888$52.16M+1,403↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
704,324$35.57M+704,324NEW
AMERICAN CENTURY COMPANIES INCCIK 0000748054
561,467$28.35M+43,563↑ INC
STATE STREET CORPCIK 0000093751
502,468$25.37M+55,452↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
472,213$23.85M-24,000↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
435,012$21.97M+32,396↑ INC
NORTH STAR ASSET MANAGEMENT INCCIK 0001056559
383,180$19.35M+8,636↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
275,321$13.90M+275,321NEW
NORTHERN TRUST CORPCIK 0000073124
232,600$11.75M+65,602↑ INC
Tributary Capital Management, LLCCIK 0001441888
224,632$11.34M-6,627↓ DEC
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833
191,153$9.65M-11,470↓ DEC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
181,647$9.17M+61,470↑ INC
JPMORGAN CHASE & COCIK 0000019617
148,858$7.45M-46,180↓ DEC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
146,713$7.41M-12,851↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
140,446$7.09M+7,158↑ INC
BANC FUNDS CO LLCCIK 0001029311
131,160$6.62M+319↑ INC
MERCER GLOBAL ADVISORS INC /ADVCIK 0000853758
129,257$6.53M+19,685↑ INC
MORGAN STANLEYCIK 0000895421
127,236$6.43M-32,378↓ DEC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
126,269$6.38M+6,136↑ INC
ProShare Advisors LLCCIK 0001357955
125,631$6.34M-4,451↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
112,721$5.69M-20,778↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
110,259$5.57M+110,259NEW
Bank of New York Mellon CorpCIK 0001390777
92,659$4.68M-182↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
WELLINGTON MANAGEMENT GROUP LLP↑ INC
+894,218$60.05M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+704,324$35.57M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+275,321$13.90M
VANGUARD FIDUCIARY TRUST CONEW
+110,259$5.57M
NORTHERN TRUST CORP↑ INC
+65,602$11.75M
TWO SIGMA INVESTMENTS, LP↑ INC
+61,470$9.17M
STATE STREET CORP↑ INC
+55,452$25.37M
AMERICAN CENTURY COMPANIES INC↑ INC
+43,563$28.35M
FRANKLIN RESOURCES INC↑ INC
+33,091$2.68M
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+32,396$21.97M

Top Trims (Sellers)

FilerΔ SharesValue
Qube Research & Technologies Ltd↓ DEC
-51,949$1.06M
BlackRock, Inc.↓ DEC
-50,171$70.13M
JPMORGAN CHASE & CO↓ DEC
-46,180$7.45M
MORGAN STANLEY↓ DEC
-32,378$6.43M
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-24,000$23.85M
JANE STREET GROUP, LLC↓ DEC
-22,240$235.03K
BARCLAYS PLC↓ DEC
-21,513$1.07M
GOLDMAN SACHS GROUP INC↓ DEC
-20,778$5.69M
ROYAL BANK OF CANADA↓ DEC
-17,576$584.00K
AQR CAPITAL MANAGEMENT LLC↓ DEC
-12,851$7.41M