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 |
|---|---|---|---|---|
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 1,847,699 | $238.28M | -1,263 | ↓ DEC |
MAGNOLIA GROUP, LLCCIK 0001618376 | 1,668,976 | $215.23M | – | no_change |
FARMERS & MERCHANTS INVESTMENTS INCCIK 0001259969 | 1,184,351 | $152.73M | – | no_change |
BlackRock, Inc.CIK 0002012383 | 978,034 | $126.13M | +52,958 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 679,395 | $87.61M | +679,395 | NEW |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 577,940 | $74.53M | +577,940 | NEW |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 346,688 | $44.72M | +31,865 | ↑ INC |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 335,702 | $43.29M | +71,427 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 314,978 | $40.62M | +16,714 | ↑ INC |
GENERAL AMERICAN INVESTORS CO INCCIK 0000040417 | 234,026 | $30.18M | -9,389 | ↓ DEC |
QVT Financial LPCIK 0001290162 | 231,414 | $29.84M | +1,749 | ↑ INC |
Empyrean Capital Partners, LPCIK 0001317195 | 231,000 | $29.79M | – | no_change |
Bragg Financial Advisors, IncCIK 0001327055 | 226,782 | $29.25M | +14,164 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 173,405 | $22.36M | +12,617 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 162,092 | $20.90M | +7,317 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 133,935 | $17.29M | -47,588 | ↓ DEC |
Qube Research & Technologies LtdCIK 0001729829 | 108,750 | $14.02M | +31,936 | ↑ INC |
BAR HARBOR WEALTH MANAGEMENTCIK 0001035463 | 108,708 | $14.02M | -1,515 | ↓ DEC |
Sycale Advisors (NY) LLCCIK 0001811522 | 100,479 | $12.96M | -51,962 | ↓ DEC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 88,487 | $11.41M | +88,487 | NEW |
UBS Group AGCIK 0001610520 | 82,533 | $10.64M | -49,875 | ↓ DEC |
Bank of New York Mellon CorpCIK 0001390777 | 81,435 | $10.50M | +6,266 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 77,185 | $9.95M | +10,390 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 69,556 | $8.97M | -155 | ↓ DEC |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 67,392 | $8.69M | +42,943 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +679,395 | $87.61M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +577,940 | $74.53M |
VANGUARD FIDUCIARY TRUST CONEW | +88,487 | $11.41M |
AMERICAN CENTURY COMPANIES INC↑ INC | +71,427 | $43.29M |
BlackRock, Inc.↑ INC | +52,958 | $126.13M |
AQR CAPITAL MANAGEMENT LLC↑ INC | +42,943 | $8.69M |
FRANKLIN RESOURCES INCNEW | +37,964 | $4.90M |
Qube Research & Technologies Ltd↑ INC | +31,936 | $14.02M |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +31,865 | $44.72M |
HUB Investment Partners, LLCNEW | +20,336 | $2.62M |
| Filer | Δ Shares | Value |
|---|---|---|
Bandera Partners LLC↓ DEC | -55,230 | $6.08M |
Sycale Advisors (NY) LLC↓ DEC | -51,962 | $12.96M |
UBS Group AG↓ DEC | -49,875 | $10.64M |
JPMORGAN CHASE & CO↓ DEC | -47,588 | $17.29M |
TWO SIGMA INVESTMENTS, LP↓ DEC | -19,837 | $739.97K |
Weiss Asset Management LP↓ DEC | -13,639 | $209.30K |
Connor, Clark & Lunn Investment Management Ltd.↓ DEC | -13,340 | $219.10K |
GENERAL AMERICAN INVESTORS CO INC↓ DEC | -9,389 | $30.18M |
Squarepoint Ops LLC↓ DEC | -7,976 | $738.55K |
WELLS FARGO & COMPANY/MN↓ DEC | -7,668 | $711.84K |