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

Institutions100.0%
Insiders5.7%
Institutions Count367
Institutions 100.0%Insiders 5.7%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$3.54BSum 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
2,529,623$671.64M-32,279↓ DEC
FMR LLCCIK 0000315066
1,967,088$522.28M+309,658↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
1,249,748$331.82M+1,249,748NEW
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
699,253$185.66M+699,253NEW
Mawer Investment Management Ltd.CIK 0001538449
662,634$175.94M-140,968↓ DEC
STATE STREET CORPCIK 0000093751
662,141$175.81M+3,967↑ INC
Capital International InvestorsCIK 0001562230
619,479$164.48M-54,864↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
440,723$117.03M+29,760↑ INC
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLCCIK 0000861177
430,561$114.32M-67,691↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
395,428$104.99M-11,464↓ DEC
Invesco Ltd.CIK 0000914208
373,274$99.11M-51,923↓ DEC
Hood River Capital Management LLCCIK 0001578177
372,074$98.79M-7,300↓ DEC
Neuberger Berman Group LLCCIK 0001465109
303,923$80.68M+3,131↑ INC
Clark Capital Management Group, Inc.CIK 0001352187
270,420$71.80M+4,306↑ INC
Channing Capital Management, LLCCIK 0001302404
266,884$70.86M+266,884NEW
BANK OF AMERICA CORP /DE/CIK 0000070858
266,375$70.73M-19,878↓ DEC
PRIMECAP MANAGEMENT CO/CA/CIK 0000763212
244,660$64.96M-23,050↓ DEC
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.CIK 0001705339
232,497$61.60M+69,393↑ INC
SYSTEMATIC FINANCIAL MANAGEMENT LPCIK 0001085936
219,241$58.21M-14,011↓ DEC
MORGAN STANLEYCIK 0000895421
210,377$55.86M-12,527↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
200,986$53.36M-1,047↓ DEC
LOOMIS SAYLES & CO L PCIK 0000312348
191,467$50.84M-15,979↓ DEC
NEUMEIER POMA INVESTMENT COUNSEL LLCCIK 0001044936
191,430$50.83M-4,365↓ DEC
JPMORGAN CHASE & COCIK 0000019617
172,754$45.73M+7,745↑ INC
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCCIK 0001644956
171,667$45.58M-19,659↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
LORD, ABBETT & CO. LLC↑ INC
+2,636,000$14.12K
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+1,249,748$331.82M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+699,253$185.66M
FMR LLC↑ INC
+309,658$522.28M
Channing Capital Management, LLCNEW
+266,884$70.86M
VANGUARD FIDUCIARY TRUST CONEW
+107,652$28.58M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.↑ INC
+69,393$61.60M
MIROVANEW
+65,007$17.26M
NEW YORK STATE COMMON RETIREMENT FUND↑ INC
+55,111$18.98M
Intrinsic Edge Capital Management LLC↑ INC
+55,000$22.88M

Top Trims (Sellers)

FilerΔ SharesValue
Nicholas Investment Partners, LP↓ DEC
-715,000$2.35M
UBS Group AG↓ DEC
-180,275$36.10M
Mawer Investment Management Ltd.↓ DEC
-140,968$175.94M
DRIEHAUS CAPITAL MANAGEMENT LLC↓ DEC
-117,805$31.32M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC↓ DEC
-67,691$114.32M
Capital International Investors↓ DEC
-54,864$164.48M
Invesco Ltd.↓ DEC
-51,923$99.11M
TWO SIGMA INVESTMENTS, LP↓ DEC
-51,465$2.02M
VAN ECK ASSOCIATES CORP↓ DEC
-38,915$49.96K
GREAT LAKES ADVISORS, LLC↓ DEC
-35,561$226.75K