Stockfacts
Use CasesDocsPricing
Log inSign up free
OverviewFinancialsTrendsTranscriptsOptionsInstitutionsInsidersCorporate ActionsSEC Filings
Stockfacts

EOD US-equity data for investors and AI agents

Data is end-of-day, not real-time, and not investment advice

Use CasesDashboard

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

Institutions92.7%
Insiders3.9%
Institutions Count261
Institutions 92.7%Insiders 3.9%Float (Other) 3.4%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$904.63MSum 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
5,681,770$223.80M+2,457,265↑ INC
Copeland Capital Management, LLCCIK 0001541743
2,009,089$79.14M+588,297↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,505,177$59.29M+1,505,177NEW
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
1,464,212$57.68M+1,464,212NEW
STATE STREET CORPCIK 0000093751
1,431,503$56.52M+535,188↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
1,108,092$43.65M+79,229↑ INC
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
929,599$36.62M+50,301↑ INC
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
846,040$33.33M-17,982↓ DEC
PRUDENTIAL FINANCIAL INCCIK 0001137774
750,030$29.54M+745,331↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
702,852$27.68M+31,609↑ INC
FIRST TRUST ADVISORS LPCIK 0001125816
685,189$26.99M-29,193↓ DEC
Doma Perpetual Capital Management LLCCIK 0001962221
627,931$24.73M–no_change
NORTHERN TRUST CORPCIK 0000073124
584,327$23.02M-13,591↓ DEC
Point72 Asset Management, L.P.CIK 0001603466
482,272$19.00M+224,432↑ INC
ROYAL BANK OF CANADACIK 0001000275
476,558$18.77M-103,999↓ DEC
MORGAN STANLEYCIK 0000895421
464,861$18.31M+41,345↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
436,800$17.21M+103,600↑ INC
JACOBS LEVY EQUITY MANAGEMENT, INCCIK 0000884414
412,788$16.26M-2,202↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
403,294$15.89M+93,025↑ INC
Fundsmith LLPCIK 0001569205
383,596$15.11M-1,396,261↓ DEC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
375,638$14.80M+9,896↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
338,560$13.34M+23,718↑ INC
Bank of New York Mellon CorpCIK 0001390777
302,967$11.93M+87,007↑ INC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
285,028$11.23M-11,999↓ DEC
CAPTRUST FINANCIAL ADVISORSCIK 0001512024
274,419$10.81M+88,957↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
BlackRock, Inc.↑ INC
+2,457,265$223.80M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,505,177$59.29M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+1,464,212$57.68M
PRUDENTIAL FINANCIAL INC↑ INC
+745,331$29.54M
Copeland Capital Management, LLC↑ INC
+588,297$79.14M
STATE STREET CORP↑ INC
+535,188$56.52M
BESSEMER GROUP INC↑ INC
+278,136$11.54K
VANGUARD FIDUCIARY TRUST CONEW
+246,641$9.72M
Point72 Asset Management, L.P.↑ INC
+224,432$19.00M
PRINCIPAL FINANCIAL GROUP INC↑ INC
+158,984$8.88M

Top Trims (Sellers)

FilerΔ SharesValue
Fundsmith LLP↓ DEC
-1,396,261$15.11M
Divisadero Street Capital Management, LP↓ DEC
-758,930$2.00M
Qube Research & Technologies Ltd↓ DEC
-209,588$6.56M
BNP PARIBAS FINANCIAL MARKETS↓ DEC
-106,934$4.45M
ROYAL BANK OF CANADA↓ DEC
-103,999$18.77M
BANK OF AMERICA CORP /DE/↓ DEC
-88,835$8.74M
MARSHALL WACE, LLP↓ DEC
-87,167$426.95K
VOLORIDGE INVESTMENT MANAGEMENT, LLC↓ DEC
-86,407$3.91M
CITADEL ADVISORS LLC↓ DEC
-79,355$2.75M
ALTA CAPITAL MANAGEMENT LLC/↓ DEC
-79,136$4.75M