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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

Institutions11.7%
Insiders0.0%
Institutions Count14
Institutions 11.7%Insiders 0.0%Float (Other) 88.3%
13F Filers (top 25)14Quarter 2026-03-31
Top-25 Reported Value$175.51MSum of shown holders' market value
Net Position Change5 adds · 5 trimsLargest movers this quarter

Top Holders by Value

14 shown
FilerSharesMarket ValueΔ SharesChange
JOHNSON & JOHNSONCIK 0000200406
5,623,816$173.61M–no_change
MORGAN STANLEYCIK 0000895421
36,274$1.12M+13,351↑ INC
MARSHALL WACE, LLPCIK 0001318757
9,239$285.21K-261↓ DEC
UBS Group AGCIK 0001610520
5,557$171.54K+4,027↑ INC
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588
3,559$109.87K-41↓ DEC
RHUMBLINE ADVISERSCIK 0001115418
2,281$70.41K-61↓ DEC
ROYAL BANK OF CANADACIK 0001000275
1,825$56.00K-800↓ DEC
EverSource Wealth Advisors, LLCCIK 0001710537
882$46.50K+368↑ INC
GAMMA Investing LLCCIK 0002010235
828$25.56K+599↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
500$15.44K–no_change
WELLS FARGO & COMPANY/MNCIK 0000072971
200$6.17K–no_change
NATIONAL BANK OF CANADA /FI/CIK 0000926171
13$394.00–no_change
CITIGROUP INCCIK 0000831001
1$31.00+1NEW
Tower Research Capital LLC (TRC)CIK 0001533421
1$31.00-7,920↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
MORGAN STANLEY↑ INC
+13,351$1.12M
UBS Group AG↑ INC
+4,027$171.54K
GAMMA Investing LLC↑ INC
+599$25.56K
EverSource Wealth Advisors, LLC↑ INC
+368$46.50K
CITIGROUP INCNEW
+1$31.00

Top Trims (Sellers)

FilerΔ SharesValue
Tower Research Capital LLC (TRC)↓ DEC
-7,920$31.00
ROYAL BANK OF CANADA↓ DEC
-800$56.00K
MARSHALL WACE, LLP↓ DEC
-261$285.21K
RHUMBLINE ADVISERS↓ DEC
-61$70.41K
BNP PARIBAS FINANCIAL MARKETS↓ DEC
-41$109.87K