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 |
|---|---|---|---|---|
Fisher Asset Management, LLCCIK 0000850529 | 13,885,749 | $2.12B | +6,419,899 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 8,527,037 | $1.30B | -349,869 | ↓ DEC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 8,110,116 | $1.24B | -414,278 | ↓ DEC |
PRIMECAP MANAGEMENT CO/CA/CIK 0000763212 | 7,567,354 | $1.16B | -11,920 | ↓ DEC |
DODGE & COXCIK 0000200217 | 6,967,383 | $1.06B | -2,047,258 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 6,525,771 | $996.81M | +3,781,588 | ↑ INC |
LOOMIS SAYLES & CO L PCIK 0000312348 | 5,426,100 | $828.84M | -108,115 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 4,962,794 | $758.07M | +413,778 | ↑ INC |
FRANKLIN RESOURCES INCCIK 0000038777 | 3,409,944 | $520.87M | -1,069,363 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 2,949,760 | $450.58M | +141,669 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 2,786,228 | $425.60M | +435,047 | ↑ INC |
GQG Partners LLCCIK 0001697233 | 2,447,272 | $373.82M | -710,850 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 2,311,384 | $353.06M | +529,186 | ↑ INC |
Cullen Capital Management, LLCCIK 0001362535 | 2,037,962 | $311.30M | -42,834 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,931,873 | $295.06M | +86,268 | ↑ INC |
UBS Group AGCIK 0001610520 | 1,793,153 | $273.90M | +431,879 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 1,804,676 | $271.35M | +1,212,024 | ↑ INC |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 1,821,796 | $270.05M | +1,625,514 | ↑ INC |
FMR LLCCIK 0000315066 | 1,692,993 | $258.60M | +30,697 | ↑ INC |
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328 | 1,532,789 | $234.13M | -276,369 | ↓ DEC |
WCM INVESTMENT MANAGEMENT, LLCCIK 0001061186 | 1,463,180 | $220.00M | +1,463,180 | NEW |
STATE STREET CORPCIK 0000093751 | 1,385,892 | $216.16M | -64,169 | ↓ DEC |
LMR Partners LLPCIK 0001578621 | 1,401,905 | $214.14M | +449,405 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 1,353,981 | $206.82M | -1,007,684 | ↓ DEC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 1,111,833 | $169.83M | -231,200 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Fisher Asset Management, LLC↑ INC | +6,419,899 | $2.12B |
GOLDMAN SACHS GROUP INC↑ INC | +3,781,588 | $996.81M |
JONES FINANCIAL COMPANIES LLLP↑ INC | +1,625,514 | $270.05M |
WCM INVESTMENT MANAGEMENT, LLCNEW | +1,463,180 | $220.00M |
NATIXIS ADVISORS, LLC↑ INC | +1,397,774 | $341.57K |
JPMORGAN CHASE & CO↑ INC | +1,212,024 | $271.35M |
CITIGROUP INC↑ INC | +577,455 | $99.10M |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +529,186 | $353.06M |
LORD, ABBETT & CO. LLC↑ INC | +464,126 | $126.83K |
LMR Partners LLP↑ INC | +449,405 | $214.14M |
| Filer | Δ Shares | Value |
|---|---|---|
Auto-Owners Insurance Co↓ DEC | -4,594,726 | $5.13M |
DODGE & COX↓ DEC | -2,047,258 | $1.06B |
PARNASSUS INVESTMENTS, LLC↓ DEC | -1,240,129 | $305.35K |
FRANKLIN RESOURCES INC↓ DEC | -1,069,363 | $520.87M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -1,007,684 | $206.82M |
BANK OF MONTREAL /CAN/↓ DEC | -725,254 | $39.61M |
GQG Partners LLC↓ DEC | -710,850 | $373.82M |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↓ DEC | -679,380 | $16.59M |
CIBC WORLD MARKET INC.↓ DEC | -444,250 | $12.88M |
DIMENSIONAL FUND ADVISORS LP↓ DEC | -414,278 | $1.24B |