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 |
|---|---|---|---|---|
FMR LLCCIK 0000315066 | 5,658,452 | $478.71M | -735,516 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 4,481,010 | $379.09M | -408,848 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 3,362,071 | $284.43M | +1,162,552 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 2,197,115 | $185.88M | +95,682 | ↑ INC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 2,168,755 | $183.48M | -246,531 | ↓ DEC |
FEDERATED HERMES, INC.CIK 0001056288 | 2,142,131 | $181.22M | -1,027,275 | ↓ DEC |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 2,157,622 | $176.75M | +2,149,783 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 2,058,184 | $174.12M | -255,261 | ↓ DEC |
JPMORGAN CHASE & COCIK 0000019617 | 2,058,048 | $172.24M | -65,341 | ↓ DEC |
Connor, Clark & Lunn Investment Management Ltd.CIK 0001596800 | 1,844,307 | $156.03M | +1,619,023 | ↑ INC |
MILFORD FUNDS LTDCIK 0001775715 | 1,773,663 | $150.05M | -594,898 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 1,640,438 | $138.78M | -178,423 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,357,833 | $114.86M | -345,871 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,341,075 | $113.45M | -289,868 | ↓ DEC |
BRANDES INVESTMENT PARTNERS, LPCIK 0001015079 | 1,312,011 | $111.00M | +531,537 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 1,292,294 | $109.33M | +113,029 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 1,153,456 | $97.58M | -98,171 | ↓ DEC |
BANK OF MONTREAL /CAN/CIK 0000927971 | 1,061,874 | $89.83M | +603,711 | ↑ INC |
Standard Investments LLCCIK 0001539436 | 987,100 | $83.51M | -1,492,900 | ↓ DEC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 891,393 | $75.41M | +15,958 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 879,068 | $74.37M | -162,028 | ↓ DEC |
Clark Capital Management Group, Inc.CIK 0001352187 | 862,160 | $72.94M | -58,561 | ↓ DEC |
CITADEL ADVISORS LLCCIK 0001423053 | 829,330 | $70.16M | +282,070 | ↑ INC |
Cullen Capital Management, LLCCIK 0001362535 | 794,204 | $67.19M | +32,229 | ↑ INC |
CAUSEWAY CAPITAL MANAGEMENT LLCCIK 0001165797 | 538,761 | $45.58M | -170,724 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
JONES FINANCIAL COMPANIES LLLP↑ INC | +2,149,783 | $176.75M |
Connor, Clark & Lunn Investment Management Ltd.↑ INC | +1,619,023 | $156.03M |
MORGAN STANLEY↑ INC | +1,162,552 | $284.43M |
BANK OF MONTREAL /CAN/↑ INC | +603,711 | $89.83M |
BRANDES INVESTMENT PARTNERS, LP↑ INC | +531,537 | $111.00M |
JANE STREET GROUP, LLC↑ INC | +336,110 | $28.67M |
CITADEL ADVISORS LLC↑ INC | +282,070 | $70.16M |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCNEW | +251,502 | $21.28M |
BARCLAYS PLC↑ INC | +229,818 | $23.19M |
AMERIPRISE FINANCIAL INC↑ INC | +224,123 | $39.05M |
| Filer | Δ Shares | Value |
|---|---|---|
Standard Investments LLC↓ DEC | -1,492,900 | $83.51M |
FEDERATED HERMES, INC.↓ DEC | -1,027,275 | $181.22M |
FMR LLC↓ DEC | -735,516 | $478.71M |
MILFORD FUNDS LTD↓ DEC | -594,898 | $150.05M |
BANK OF AMERICA CORP /DE/↓ DEC | -408,848 | $379.09M |
RAYMOND JAMES FINANCIAL INC↓ DEC | -345,871 | $114.86M |
WELLS FARGO & COMPANY/MN↓ DEC | -289,868 | $113.45M |
Invesco Ltd.↓ DEC | -274,835 | $13.69M |
ROYAL BANK OF CANADA↓ DEC | -255,261 | $174.12M |
RENAISSANCE TECHNOLOGIES LLC↓ DEC | -246,531 | $183.48M |