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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

Institutions25.4%
Insiders0.9%
Institutions Count363
Institutions 25.4%Insiders 0.9%Float (Other) 73.7%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$1.81BSum 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
2,401,266$359.04M+491,542↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,447,910$216.49M+154,443↑ INC
BANK OF MONTREAL /CAN/CIK 0000927971
824,329$123.25M-39,023↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
816,133$122.03M+816,133NEW
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
757,948$113.33M+757,948NEW
STATE STREET CORPCIK 0000093751
635,665$95.04M+2,786↑ INC
MORGAN STANLEYCIK 0000895421
577,672$86.37M+21,537↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
572,303$85.57M+421,134↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
463,784$69.34M+19,850↑ INC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
459,637$68.50M-249,528↓ DEC
GAMCO INVESTORS, INC. ET ALCIK 0000807249
394,995$59.06M-1,012↓ DEC
Bank of New York Mellon CorpCIK 0001390777
388,977$58.16M+13,210↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
353,980$52.94M+10,910↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
344,770$51.55M+6,880↑ INC
Invesco Ltd.CIK 0000914208
202,978$30.35M-29,388↓ DEC
UBS Group AGCIK 0001610520
175,826$26.29M+36,582↑ INC
BRUNI J V & CO /COCIK 0001078841
175,216$26.20M-2,012↓ DEC
PRIVATE MANAGEMENT GROUP INCCIK 0001142031
171,753$25.68M-1,887↓ DEC
Squarepoint Ops LLCCIK 0001642575
155,027$23.18M+34,466↑ INC
NORTHERN TRUST CORPCIK 0000073124
149,039$22.28M+6,071↑ INC
FMR LLCCIK 0000315066
146,605$21.92M-3,611↓ DEC
HORIZON KINETICS ASSET MANAGEMENT LLCCIK 0001056823
142,507$21.31M-27,367↓ DEC
Hamlin Capital Management, LLCCIK 0001277403
131,362$19.64M+3,729↑ INC
VOLORIDGE INVESTMENT MANAGEMENT, LLCCIK 0001556921
123,332$18.44M-7,185↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
113,393$16.95M+113,393NEW

Top Adds (Buyers)

FilerΔ SharesValue
DIAMANT ASSET MANAGEMENT, INC.↑ INC
+878,496$884.41K
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+816,133$122.03M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+757,948$113.33M
BlackRock, Inc.↑ INC
+491,542$359.04M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↑ INC
+421,134$85.57M
DIMENSIONAL FUND ADVISORS LP↑ INC
+154,443$216.49M
VANGUARD FIDUCIARY TRUST CONEW
+113,393$16.95M
FRANKLIN RESOURCES INC↑ INC
+52,662$8.52M
CITADEL ADVISORS LLC↑ INC
+40,902$15.39M
UBS Group AG↑ INC
+36,582$26.29M

Top Trims (Sellers)

FilerΔ SharesValue
AQR CAPITAL MANAGEMENT LLC↓ DEC
-249,528$68.50M
TWO SIGMA INVESTMENTS, LP↓ DEC
-68,595$9.63M
M&T BANK CORP↓ DEC
-62,427$383.97K
Moran Wealth Management, LLC↓ DEC
-41,719$16.03M
PRUDENTIAL FINANCIAL INC↓ DEC
-40,647$2.16M
Quantinno Capital Management LP↓ DEC
-40,215$7.14M
BANK OF MONTREAL /CAN/↓ DEC
-39,023$123.25M
Invesco Ltd.↓ DEC
-29,388$30.35M
HORIZON KINETICS ASSET MANAGEMENT LLC↓ DEC
-27,367$21.31M
MILLENNIUM MANAGEMENT LLC↓ DEC
-24,156$7.14M