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 | 42,484,360 | $633.02M | +1,572,159 | ↑ INC |
FMR LLCCIK 0000315066 | 14,569,200 | $217.08M | +2,149,195 | ↑ INC |
Capital International InvestorsCIK 0001562230 | 12,771,016 | $182.75M | -590,640 | ↓ DEC |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 12,478,180 | $178.07M | +12,424,119 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 8,406,180 | $125.25M | -2,654,966 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 7,224,952 | $107.65M | +366,430 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 6,948,264 | $103.53M | +1,048,804 | ↑ INC |
Clearbridge Investments, LLCCIK 0001348883 | 5,153,852 | $76.79M | -2,076,599 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 5,065,935 | $75.48M | +512,405 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 5,009,631 | $74.64M | +2,408 | ↑ INC |
TODD ASSET MANAGEMENT LLCCIK 0001071483 | 3,911,197 | $58.28M | -327,473 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 3,603,343 | $53.69M | -253,169 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 3,181,376 | $47.40M | +139,192 | ↑ INC |
CAUSEWAY CAPITAL MANAGEMENT LLCCIK 0001165797 | 2,988,309 | $44.53M | +1,401,045 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 2,914,263 | $43.42M | -148,028 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 2,835,366 | $42.25M | -282,897 | ↓ DEC |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 2,521,385 | $37.57M | +462,790 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 2,365,790 | $35.25M | -342,170 | ↓ DEC |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/CIK 0000912938 | 2,247,248 | $33.99M | +30,596 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 2,344,356 | $33.55M | +981,073 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 2,210,316 | $32.93M | +2,188,831 | ↑ INC |
CIBC WORLD MARKET INC.CIK 0001421224 | 1,807,448 | $26.93M | +80,687 | ↑ INC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 1,752,736 | $26.12M | +152,727 | ↑ INC |
MARSHALL WACE, LLPCIK 0001318757 | 1,705,801 | $25.42M | +1,673,738 | ↑ INC |
O'SHAUGHNESSY ASSET MANAGEMENT, LLCCIK 0001423442 | 1,333,926 | $19.88M | -36,182 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
JONES FINANCIAL COMPANIES LLLP↑ INC | +12,424,119 | $178.07M |
JANE STREET GROUP, LLC↑ INC | +2,188,831 | $32.93M |
FMR LLC↑ INC | +2,149,195 | $217.08M |
MARSHALL WACE, LLP↑ INC | +1,673,738 | $25.42M |
Fisher Asset Management, LLC↑ INC | +1,572,159 | $633.02M |
CAUSEWAY CAPITAL MANAGEMENT LLC↑ INC | +1,401,045 | $44.53M |
BANK OF AMERICA CORP /DE/↑ INC | +1,048,804 | $103.53M |
JPMORGAN CHASE & CO↑ INC | +981,073 | $33.55M |
UBS Group AG↑ INC | +806,977 | $17.11M |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC↑ INC | +652,792 | $10.18M |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↓ DEC | -2,654,966 | $125.25M |
Clearbridge Investments, LLC↓ DEC | -2,076,599 | $76.79M |
BANK OF MONTREAL /CAN/↓ DEC | -1,016,410 | $4.16M |
Point72 Asset Management, L.P.↓ DEC | -930,672 | $4.11M |
CITADEL ADVISORS LLC↓ DEC | -808,536 | $655.60K |
Capital International Investors↓ DEC | -590,640 | $182.75M |
NATIXIS ADVISORS, LLC↓ DEC | -583,422 | $190.97K |
TD Waterhouse Canada Inc.↓ DEC | -501,437 | $415.07K |
BRANDES INVESTMENT PARTNERS, LP↓ DEC | -483,688 | $191.88K |
Qube Research & Technologies Ltd↓ DEC | -462,739 | $5.36M |