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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

Institutions92.6%
Insiders4.4%
Institutions Count206
Institutions 92.6%Insiders 4.4%Float (Other) 3.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$1.26BSum 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
5,512,754$215.88M+96,062↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
2,589,592$101.41M+2,589,592NEW
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCCIK 0001644956
2,474,861$96.92M+2,450,605↑ INC
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
2,243,988$87.87M+958,445↑ INC
STATE STREET CORPCIK 0000093751
2,177,377$85.27M+288,492↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
2,100,944$82.27M+40,669↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,846,848$72.32M+1,846,848NEW
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
1,544,528$60.48M+1,077,816↑ INC
WESTWOOD HOLDINGS GROUP INCCIK 0001165002
1,420,890$55.64M-68,501↓ DEC
DEPRINCE RACE & ZOLLO INCCIK 0001008894
1,062,271$41.60M-100,161↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
1,015,064$39.76M+113,319↑ INC
SEGALL BRYANT & HAMILL, LLCCIK 0001006378
885,370$34.67M-30,921↓ DEC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
794,100$31.10M-18,900↓ DEC
KENNEDY CAPITAL MANAGEMENT LLCCIK 0000884589
683,881$26.78M+178,548↑ INC
Nuveen, LLCCIK 0001871926
639,220$25.03M+10,693↑ INC
Aristotle Capital Boston, LLCCIK 0001633911
581,191$22.76M-92,453↓ DEC
ENDEAVOUR CAPITAL ADVISORS INCCIK 0001218749
575,676$22.54M+400,478↑ INC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
572,733$22.43M+306,113↑ INC
UBS Group AGCIK 0001610520
572,276$22.41M+507,605↑ INC
CIBC WORLD MARKET INC.CIK 0001421224
568,100$22.25M-211,900↓ DEC
Leeward Investments, LLC - MACIK 0001923173
519,920$20.36M-14,291↓ DEC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
502,138$19.66M+72,060↑ INC
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588
469,694$18.39M+445,915↑ INC
Russell Investments Group, Ltd.CIK 0001692234
451,750$17.69M+46,586↑ INC
NORTHERN TRUST CORPCIK 0000073124
427,393$16.74M+35,642↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+2,589,592$101.41M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC↑ INC
+2,450,605$96.92M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,846,848$72.32M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↑ INC
+1,077,816$60.48M
WELLINGTON MANAGEMENT GROUP LLP↑ INC
+958,445$87.87M
T. Rowe Price Investment Management, Inc.↑ INC
+716,586$46.03K
UBS Group AG↑ INC
+507,605$22.41M
BNP PARIBAS FINANCIAL MARKETS↑ INC
+445,915$18.39M
ENDEAVOUR CAPITAL ADVISORS INC↑ INC
+400,478$22.54M
North Reef Capital Management LPNEW
+320,352$12.54M

Top Trims (Sellers)

FilerΔ SharesValue
PRINCIPAL FINANCIAL GROUP INC↓ DEC
-366,382$8.56M
CIBC WORLD MARKET INC.↓ DEC
-211,900$22.25M
MILLENNIUM MANAGEMENT LLC↓ DEC
-122,320$4.10M
HSBC HOLDINGS PLC↓ DEC
-113,183$2.84M
GOLDMAN SACHS GROUP INC↓ DEC
-108,157$15.53M
JPMORGAN CHASE & CO↓ DEC
-101,711$5.65M
DEPRINCE RACE & ZOLLO INC↓ DEC
-100,161$41.60M
Aristotle Capital Boston, LLC↓ DEC
-92,453$22.76M
CITADEL ADVISORS LLC↓ DEC
-74,251$3.62M
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND↓ DEC
-70,014$75.50K