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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

Institutions84.2%
Insiders4.1%
Institutions Count151
Institutions 84.2%Insiders 4.1%Float (Other) 11.8%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$337.90MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Long Path Partners LPCIK 0001905112
405,583$35.86M+178,360↑ INC
BlackRock, Inc.CIK 0002012383
393,851$34.82M-4,815↓ DEC
Boston PartnersCIK 0001386060
268,711$23.76M+55,335↑ INC
Select Equity Group, L.P.CIK 0001592643
235,885$20.86M+29,450↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
232,643$20.57M+232,643NEW
Ranger Investment Management, L.P.CIK 0001319691
202,903$17.94M-2,360↓ DEC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
170,562$15.08M+100,424↑ INC
MORGAN STANLEYCIK 0000895421
162,116$14.33M-13,473↓ DEC
ROYCE & ASSOCIATES LPCIK 0000906304
161,229$14.26M+7,877↑ INC
DIAMOND HILL CAPITAL MANAGEMENT INCCIK 0001217541
155,302$13.73M+13,329↑ INC
KENNEDY CAPITAL MANAGEMENT LLCCIK 0000884589
142,343$12.59M-2,263↓ DEC
Russell Investments Group, Ltd.CIK 0001692234
135,069$11.94M+18,732↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
128,002$11.32M+52↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
124,630$11.02M+8,267↑ INC
STATE STREET CORPCIK 0000093751
122,068$10.79M+1,427↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
122,911$10.69M+22,514↑ INC
MONIMUS CAPITAL MANAGEMENT, LPCIK 0001848831
101,292$8.96M+60,450↑ INC
CRAWFORD INVESTMENT COUNSEL INCCIK 0000837592
95,535$8.45M+14,315↑ INC
Roubaix Capital, LLCCIK 0001769700
72,115$6.38M+16,926↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
70,617$6.24M+15,349↑ INC
NORTHERN TRUST CORPCIK 0000073124
69,264$6.12M+3,613↑ INC
Meros Investment Management, LPCIK 0001911372
68,032$6.02M-16,985↓ DEC
GABELLI FUNDS LLCCIK 0001081407
62,499$5.53M+1,775↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
62,424$5.52M+511↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
57,871$5.12M+3,207↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+232,643$20.57M
Long Path Partners LP↑ INC
+178,360$35.86M
AQR CAPITAL MANAGEMENT LLC↑ INC
+100,424$15.08M
MONIMUS CAPITAL MANAGEMENT, LP↑ INC
+60,450$8.96M
Boston Partners↑ INC
+55,335$23.76M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+52,586$4.65M
WASATCH ADVISORS LPNEW
+51,233$4.53M
VANGUARD FIDUCIARY TRUST CONEW
+38,337$3.39M
Select Equity Group, L.P.↑ INC
+29,450$20.86M
RENAISSANCE TECHNOLOGIES LLC↑ INC
+28,100$2.79M

Top Trims (Sellers)

FilerΔ SharesValue
CITADEL ADVISORS LLC↓ DEC
-50,098$744.76K
Trexquant Investment LP↓ DEC
-27,460$1.65M
Meros Investment Management, LP↓ DEC
-16,985$6.02M
MORGAN STANLEY↓ DEC
-13,473$14.33M
Man Group plc↓ DEC
-10,910$219.02K
BNP PARIBAS FINANCIAL MARKETS↓ DEC
-8,238$103.28K
BARCLAYS PLC↓ DEC
-7,184$88.60K
XTX Topco Ltd↓ DEC
-6,400$548.29K
ACADIAN ASSET MANAGEMENT LLC↓ DEC
-5,802$341.00
Connor, Clark & Lunn Investment Management Ltd.↓ DEC
-4,852$841.49K