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 |
|---|---|---|---|---|
BlackRock, Inc.CIK 0002012383 | 26,312,027 | $1.05B | -870,042 | ↓ DEC |
Bank of New York Mellon CorpCIK 0001390777 | 12,241,253 | $488.43M | +388,866 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 12,018,698 | $479.55M | +12,018,698 | NEW |
STATE STREET CORPCIK 0000093751 | 10,084,248 | $402.36M | +31,558 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 9,951,247 | $397.05M | +9,951,247 | NEW |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 7,685,979 | $307.05M | +3,504,830 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 6,901,189 | $275.36M | +5,185,844 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 6,721,774 | $268.20M | +60,395 | ↑ INC |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 5,783,670 | $230.77M | -1,625,646 | ↓ DEC |
Hamlin Capital Management, LLCCIK 0001277403 | 4,738,966 | $189.08M | -46,833 | ↓ DEC |
GQG Partners LLCCIK 0001697233 | 3,532,203 | $140.94M | +115,037 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 3,126,584 | $124.75M | -107,789 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 3,089,034 | $123.25M | +474,196 | ↑ INC |
CAPTRUST FINANCIAL ADVISORSCIK 0001512024 | 2,829,433 | $112.89M | -426,729 | ↓ DEC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 2,823,545 | $112.66M | +441,094 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 2,712,578 | $108.23M | +172,133 | ↑ INC |
MILLER HOWARD INVESTMENTS INC /NYCIK 0000903947 | 1,658,950 | $66.19M | -337,275 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 1,627,010 | $64.92M | +67,903 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 1,410,464 | $56.28M | +1,410,464 | NEW |
Quantinno Capital Management LPCIK 0001759654 | 1,174,530 | $46.86M | +280,858 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 1,120,842 | $44.72M | -1,041,089 | ↓ DEC |
TCTC Holdings, LLCCIK 0001483870 | 979,241 | $39.07M | -3,265 | ↓ DEC |
M&T BANK CORPCIK 0000036270 | 924,708 | $36.90M | +921,171 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 892,352 | $35.63M | -59,187 | ↓ DEC |
Gotham Asset Management, LLCCIK 0001510387 | 887,544 | $35.41M | -191,673 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +12,018,698 | $479.55M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +9,951,247 | $397.05M |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↑ INC | +5,185,844 | $275.36M |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +3,504,830 | $307.05M |
VANGUARD FIDUCIARY TRUST CONEW | +1,410,464 | $56.28M |
M&T BANK CORP↑ INC | +921,171 | $36.90M |
FRANKLIN RESOURCES INC↑ INC | +496,547 | $30.39M |
MORGAN STANLEY↑ INC | +474,196 | $123.25M |
FIRST TRUST ADVISORS LP↑ INC | +441,094 | $112.66M |
Bank of New York Mellon Corp↑ INC | +388,866 | $488.43M |
| Filer | Δ Shares | Value |
|---|---|---|
AQR CAPITAL MANAGEMENT LLC↓ DEC | -1,625,646 | $230.77M |
Invesco Ltd.↓ DEC | -1,041,089 | $44.72M |
BlackRock, Inc.↓ DEC | -870,042 | $1.05B |
UBS Group AG↓ DEC | -676,437 | $17.71M |
Nuveen, LLC↓ DEC | -453,557 | $13.29M |
CAPTRUST FINANCIAL ADVISORS↓ DEC | -426,729 | $112.89M |
AE Wealth Management LLC↓ DEC | -366,569 | $496.42K |
MILLER HOWARD INVESTMENTS INC /NY↓ DEC | -337,275 | $66.19M |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC↓ DEC | -317,276 | $27.72M |
MILLENNIUM MANAGEMENT LLC↓ DEC | -266,862 | $2.68M |