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 |
|---|---|---|---|---|
BANK OF AMERICA CORP /DE/CIK 0000070858 | 2,047,984 | $1.26B | -72,345 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 1,543,597 | $952.03M | +427,942 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,193,336 | $736.00M | -149,962 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 1,061,192 | $654.50M | -13,802 | ↓ DEC |
US BANCORP \DE\CIK 0000036104 | 969,958 | $598.23M | -10,692 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 881,942 | $543.95M | -146,259 | ↓ DEC |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 | 864,768 | $533.35M | +828,068 | ↑ INC |
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588 | 322,290 | $520.01M | +77,039 | ↑ INC |
Pathstone Holdings, LLCCIK 0002011612 | 840,196 | $518.20M | -6,676 | ↓ DEC |
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676 | 699,307 | $431.30M | -5,326 | ↓ DEC |
UBS Group AGCIK 0001610520 | 640,509 | $395.04M | +32,057 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 573,786 | $353.89M | -124,218 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 497,191 | $306.65M | -60,801 | ↓ DEC |
BANK OF MONTREAL /CAN/CIK 0000927971 | 488,938 | $301.56M | -24,852 | ↓ DEC |
CITADEL ADVISORS LLCCIK 0001423053 | 352,500 | $217.41M | -39,234 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 299,723 | $184.86M | -52,600 | ↓ DEC |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCCIK 0001021223 | 298,766 | $184.14M | -334,544 | ↓ DEC |
JPMORGAN CHASE & COCIK 0000019617 | 304,162 | $182.20M | -66,457 | ↓ DEC |
MAI Capital ManagementCIK 0001040197 | 264,073 | $162.87M | -1,129 | ↓ DEC |
Creative PlanningCIK 0001540235 | 248,681 | $153.38M | -27,883 | ↓ DEC |
ALLIANCEBERNSTEIN L.P.CIK 0001109448 | 251,130 | $151.50M | -7,424 | ↓ DEC |
HighTower Advisors, LLCCIK 0001462245 | 235,008 | $144.95M | -1,083 | ↓ DEC |
Corient Private Wealth LLCCIK 0001948780 | 229,855 | $141.66M | -10,809 | ↓ DEC |
Arvest Bank Trust DivisionCIK 0001625959 | 227,616 | $140.38M | -4,291 | ↓ DEC |
JANE STREET GROUP, LLCCIK 0001595888 | 215,722 | $133.05M | +116,102 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +828,068 | $533.35M |
MORGAN STANLEY↑ INC | +427,942 | $952.03M |
Generali Asset Management SPA SGRNEW | +158,983 | $98.05M |
JANE STREET GROUP, LLC↑ INC | +116,102 | $133.05M |
COMMERCE BANK↑ INC | +114,538 | $87.06M |
EP Wealth Advisors, LLC↑ INC | +78,341 | $68.92M |
BNP PARIBAS FINANCIAL MARKETS↑ INC | +77,039 | $520.01M |
SG Americas Securities, LLC↑ INC | +67,638 | $94.61K |
OFS Enterprise LLCNEW | +56,110 | $34.61M |
GTS SECURITIES LLC↑ INC | +47,279 | $29.59M |
| Filer | Δ Shares | Value |
|---|---|---|
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC↓ DEC | -334,544 | $184.14M |
HRT FINANCIAL LP↓ DEC | -247,021 | $2.20K |
WELLS FARGO & COMPANY/MN↓ DEC | -149,962 | $736.00M |
GOLDMAN SACHS GROUP INC↓ DEC | -146,259 | $543.95M |
Align Financial, LLC↓ DEC | -143,343 | $146.79K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -124,218 | $353.89M |
Newport Capital Group, LLC↓ DEC | -104,014 | $6.52M |
BANK OF AMERICA CORP /DE/↓ DEC | -72,345 | $1.26B |
TSG Advice Partners, LLC↓ DEC | -67,768 | $21.82M |
JPMORGAN CHASE & CO↓ DEC | -66,457 | $182.20M |