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 |
|---|---|---|---|---|
Fisher Asset Management, LLCCIK 0000850529 | 95,689,304 | $1.62B | +2,413,185 | ↑ INC |
Aristotle Capital Management, LLCCIK 0000860644 | 51,456,385 | $873.21M | -2,423,630 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 14,383,328 | $244.09M | +371,846 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 12,228,389 | $207.52M | -937,548 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 11,416,258 | $193.73M | +77,755 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 11,116,392 | $188.65M | +857,750 | ↑ INC |
FMR LLCCIK 0000315066 | 8,373,173 | $142.09M | +2,307,083 | ↑ INC |
Clearbridge Investments, LLCCIK 0001348883 | 6,953,108 | $117.99M | +222,905 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 6,900,430 | $117.10M | -4,542 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 6,315,948 | $107.18M | +338,881 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 5,086,159 | $86.31M | +933,090 | ↑ INC |
FIL LtdCIK 0000318989 | 4,845,638 | $82.23M | -181,207 | ↓ DEC |
TODD ASSET MANAGEMENT LLCCIK 0001071483 | 4,061,644 | $68.93M | +8,447 | ↑ INC |
SEI INVESTMENTS COCIK 0000350894 | 3,690,655 | $62.63M | -173,711 | ↓ DEC |
TORONTO DOMINION BANKCIK 0000947263 | 3,453,543 | $58.61M | -1,363,046 | ↓ DEC |
Aviso Financial Inc.CIK 0002033534 | 3,446,409 | $58.49M | +3,446,409 | NEW |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 3,373,906 | $57.26M | +420,236 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 2,837,773 | $46.31M | +348,680 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 2,571,318 | $43.64M | +1,444,726 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 2,543,450 | $43.16M | +133,917 | ↑ INC |
Quantinno Capital Management LPCIK 0001759654 | 2,399,601 | $40.72M | +423,058 | ↑ INC |
UBS Group AGCIK 0001610520 | 2,269,380 | $38.51M | -81,439 | ↓ DEC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 1,948,230 | $33.06M | +311,968 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 1,941,272 | $32.94M | -32,933 | ↓ DEC |
Capital Wealth Planning, LLCCIK 0001566728 | 1,698,895 | $28.83M | +599,994 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Aviso Financial Inc.NEW | +3,446,409 | $58.49M |
Fisher Asset Management, LLC↑ INC | +2,413,185 | $1.62B |
FMR LLC↑ INC | +2,307,083 | $142.09M |
Alphadyne Asset Management LPNEW | +1,652,000 | $28.03M |
JANE STREET GROUP, LLC↑ INC | +1,444,726 | $43.64M |
JONES FINANCIAL COMPANIES LLLP↑ INC | +1,296,529 | $23.01M |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC↑ INC | +1,157,071 | $20.66M |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +933,090 | $86.31M |
BNP PARIBAS FINANCIAL MARKETS↑ INC | +889,939 | $17.08M |
BlackRock, Inc.↑ INC | +857,750 | $188.65M |
| Filer | Δ Shares | Value |
|---|---|---|
Aristotle Capital Management, LLC↓ DEC | -2,423,630 | $873.21M |
TORONTO DOMINION BANK↓ DEC | -1,363,046 | $58.61M |
CITADEL ADVISORS LLC↓ DEC | -957,321 | $181.58K |
STIFEL FINANCIAL CORP↓ DEC | -947,095 | $14.25M |
BANK OF AMERICA CORP /DE/↓ DEC | -937,548 | $207.52M |
Qube Research & Technologies Ltd↓ DEC | -815,188 | $2.85M |
Trexquant Investment LP↓ DEC | -553,850 | $1.17M |
XTX Topco Ltd↓ DEC | -485,122 | $708.23K |
Ramirez Asset Management, Inc.↓ DEC | -472,031 | $13.00K |
SCS Capital Management LLC↓ DEC | -285,426 | $13.98M |