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 | 9,156,505 | $860.35M | +325,141 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 7,823,429 | $735.09M | +7,823,429 | NEW |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 4,246,963 | $399.04M | +4,246,963 | NEW |
STATE STREET CORPCIK 0000093751 | 3,870,572 | $365.74M | -80,605 | ↓ DEC |
Energy Income Partners, LLCCIK 0001388814 | 2,589,824 | $243.34M | +28,755 | ↑ INC |
GABELLI FUNDS LLCCIK 0001081407 | 2,331,863 | $219.10M | -23,419 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 1,943,537 | $182.67M | +127,320 | ↑ INC |
GAMCO INVESTORS, INC. ET ALCIK 0000807249 | 1,369,326 | $128.66M | -76,275 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 1,238,042 | $116.33M | +43,742 | ↑ INC |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 1,202,081 | $112.95M | -464,038 | ↓ DEC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 1,177,958 | $110.69M | +42,108 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 1,072,487 | $100.77M | +282,071 | ↑ INC |
Yaupon Capital Management LPCIK 0001755028 | 1,043,272 | $98.03M | -62,707 | ↓ DEC |
EQUITY INVESTMENT CORPCIK 0001685771 | 1,023,528 | $96.17M | -3,750 | ↓ DEC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 977,341 | $91.83M | +64,937 | ↑ INC |
Bank of New York Mellon CorpCIK 0001390777 | 947,563 | $89.03M | +24,003 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 935,318 | $87.88M | -67,194 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 886,017 | $83.25M | -372,588 | ↓ DEC |
FMR LLCCIK 0000315066 | 812,124 | $76.31M | +8,540 | ↑ INC |
Aventail Capital Group, LPCIK 0001803822 | 720,381 | $67.69M | -369,999 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 701,453 | $65.91M | +79,136 | ↑ INC |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.CIK 0001021642 | 679,680 | $63.86M | +679,680 | NEW |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 614,157 | $58.26M | -92,137 | ↓ DEC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 589,005 | $55.34M | +589,005 | NEW |
Blackstone Inc.CIK 0001393818 | 586,584 | $55.12M | +586,584 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +7,823,429 | $735.09M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +4,246,963 | $399.04M |
PRICE T ROWE ASSOCIATES INC /MD/↑ INC | +1,285,924 | $269.55K |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.NEW | +679,680 | $63.86M |
VANGUARD FIDUCIARY TRUST CONEW | +589,005 | $55.34M |
Blackstone Inc.NEW | +586,584 | $55.12M |
LSV ASSET MANAGEMENT↑ INC | +431,678 | $209.62K |
TWO SIGMA INVESTMENTS, LP↑ INC | +380,265 | $37.05M |
RENAISSANCE TECHNOLOGIES LLC↑ INC | +345,900 | $34.50M |
BlackRock, Inc.↑ INC | +325,141 | $860.35M |
| Filer | Δ Shares | Value |
|---|---|---|
Clark Capital Management Group, Inc.↓ DEC | -605,234 | $6.42M |
AQR CAPITAL MANAGEMENT LLC↓ DEC | -464,038 | $112.95M |
PRUDENTIAL FINANCIAL INC↓ DEC | -430,640 | $9.56M |
MACKENZIE FINANCIAL CORP↓ DEC | -386,990 | $2.89M |
Invesco Ltd.↓ DEC | -372,588 | $83.25M |
Aventail Capital Group, LP↓ DEC | -369,999 | $67.69M |
Qube Research & Technologies Ltd↓ DEC | -292,876 | $31.17M |
Squarepoint Ops LLC↓ DEC | -203,001 | $11.43M |
LOS ANGELES CAPITAL MANAGEMENT LLC↓ DEC | -190,797 | $33.83K |
ROYAL BANK OF CANADA↓ DEC | -170,590 | $26.37M |