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 |
|---|---|---|---|---|
BlackRock, Inc.CIK 0002012383 | 710,606 | $1.36B | -685 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 544,507 | $1.04B | +544,507 | NEW |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 524,201 | $1.00B | +524,201 | NEW |
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328 | 401,876 | $769.30M | -131,259 | ↓ DEC |
DAVIS SELECTED ADVISERSCIK 0001036325 | 383,433 | $733.96M | -31,727 | ↓ DEC |
Select Equity Group, L.P.CIK 0001592643 | 377,643 | $722.84M | -50,239 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 357,087 | $683.50M | -35,077 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 306,990 | $587.60M | +2,077 | ↑ INC |
Boston PartnersCIK 0001386060 | 250,972 | $480.36M | -11,179 | ↓ DEC |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.CIK 0001367401 | 226,148 | $432.86M | +21,287 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 221,693 | $423.10M | -3,271 | ↓ DEC |
DAVENPORT & Co LLCCIK 0000887777 | 207,172 | $395.46M | -2,827 | ↓ DEC |
BAILLIE GIFFORD & COCIK 0001088875 | 175,068 | $335.09M | -13,369 | ↓ DEC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 136,985 | $262.17M | +6,428 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 136,084 | $260.47M | -11,196 | ↓ DEC |
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219 | 106,673 | $204.18M | -5,223 | ↓ DEC |
Bank Julius Baer & Co. Ltd, ZurichCIK 0001544599 | 97,383 | $185.63M | -540 | ↓ DEC |
Madison Avenue Partners, LPCIK 0001801265 | 87,889 | $168.23M | – | no_change |
FENIMORE ASSET MANAGEMENT INCCIK 0000884566 | 86,606 | $165.77M | -1,660 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 85,656 | $163.95M | +1,037 | ↑ INC |
Douglass Winthrop Advisors, LLCCIK 0001308527 | 80,498 | $154.08M | -1,440 | ↓ DEC |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/CIK 0001009016 | 79,800 | $152.74M | +87 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 77,976 | $149.25M | +77,976 | NEW |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLCCIK 0000861177 | 77,785 | $148.89M | +135 | ↑ INC |
BARR E S & COCIK 0001040210 | 77,222 | $147.81M | -752 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +544,507 | $1.04B |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +524,201 | $1.00B |
VANGUARD FIDUCIARY TRUST CONEW | +77,976 | $149.25M |
T. Rowe Price Investment Management, Inc.↑ INC | +53,338 | $297.41K |
Qube Research & Technologies Ltd↑ INC | +53,076 | $137.26M |
MARSHALL WACE, LLP↑ INC | +34,903 | $103.17M |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.↑ INC | +21,287 | $432.86M |
EverSource Wealth Advisors, LLC↑ INC | +21,159 | $1.61M |
UBS Group AG↑ INC | +21,048 | $100.95M |
VANGUARD ASSET MANAGEMENT, LtdNEW | +20,939 | $40.08M |
| Filer | Δ Shares | Value |
|---|---|---|
PRINCIPAL FINANCIAL GROUP INC↓ DEC | -131,259 | $769.30M |
Select Equity Group, L.P.↓ DEC | -50,239 | $722.84M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -44,798 | $62.72M |
MORGAN STANLEY↓ DEC | -35,077 | $683.50M |
DAVIS SELECTED ADVISERS↓ DEC | -31,727 | $733.96M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -23,817 | $2.87M |
BAILLIE GIFFORD & CO↓ DEC | -13,369 | $335.09M |
Epoch Investment Partners, Inc.↓ DEC | -12,152 | $111.57M |
FIRST TRUST ADVISORS LP↓ DEC | -11,351 | $23.22M |
BANK OF AMERICA CORP /DE/↓ DEC | -11,196 | $260.47M |