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 |
|---|---|---|---|---|
TORTOISE CAPITAL ADVISORS, L.L.C.CIK 0001280965 | 11,799,098 | $286.48M | +94,929 | ↑ INC |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/CIK 0000912938 | 9,066,172 | $220.13M | -470,905 | ↓ DEC |
Energy Income Partners, LLCCIK 0001388814 | 8,974,776 | $217.91M | +120,765 | ↑ INC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 7,336,227 | $178.12M | +5,482,776 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 7,077,927 | $171.85M | +2,256,299 | ↑ INC |
Clearbridge Investments, LLCCIK 0001348883 | 6,946,082 | $168.65M | +44,050 | ↑ INC |
Artemis Investment Management LLPCIK 0001535385 | 6,711,956 | $162.97M | +3,182,783 | ↑ INC |
BARROW HANLEY MEWHINNEY & STRAUSS LLCCIK 0000313028 | 4,478,263 | $108.73M | +190,489 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 4,386,400 | $106.50M | +16,244 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 4,065,841 | $98.72M | +462,779 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 3,925,938 | $95.32M | +3,247,839 | ↑ INC |
UBS Group AGCIK 0001610520 | 3,754,120 | $91.15M | +346,311 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 3,752,707 | $91.12M | +1,738,351 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 3,606,306 | $87.56M | +760,937 | ↑ INC |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTCIK 0001329375 | 3,460,000 | $84.01M | -265,000 | ↓ DEC |
JANE STREET GROUP, LLCCIK 0001595888 | 3,115,018 | $75.63M | +2,326,334 | ↑ INC |
PEAK6 LLCCIK 0001389958 | 3,111,100 | $75.54M | +3,042,300 | ↑ INC |
Advisors Capital Management, LLCCIK 0001345576 | 2,937,109 | $71.31M | +107,156 | ↑ INC |
HSBC HOLDINGS PLCCIK 0000873630 | 2,707,192 | $65.74M | -57,655 | ↓ DEC |
Qube Research & Technologies LtdCIK 0001729829 | 2,612,058 | $63.42M | +709,787 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 2,297,229 | $55.78M | +2,297,229 | NEW |
BlackRock, Inc.CIK 0002012383 | 2,251,050 | $54.66M | +645,815 | ↑ INC |
Recurrent Investment Advisors LLCCIK 0001803146 | 2,124,947 | $51.37M | -307,850 | ↓ DEC |
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588 | 2,092,235 | $50.80M | +1,044,908 | ↑ INC |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.CIK 0001705339 | 2,064,855 | $50.13M | -177,171 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
TWO SIGMA INVESTMENTS, LP↑ INC | +5,482,776 | $178.12M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +3,247,839 | $95.32M |
Artemis Investment Management LLP↑ INC | +3,182,783 | $162.97M |
PEAK6 LLC↑ INC | +3,042,300 | $75.54M |
JANE STREET GROUP, LLC↑ INC | +2,326,334 | $75.63M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +2,297,229 | $55.78M |
GOLDMAN SACHS GROUP INC↑ INC | +2,256,299 | $171.85M |
BANK OF AMERICA CORP /DE/↑ INC | +1,738,351 | $91.12M |
BNP PARIBAS FINANCIAL MARKETS↑ INC | +1,044,908 | $50.80M |
CITADEL ADVISORS LLC↑ INC | +760,937 | $87.56M |
| Filer | Δ Shares | Value |
|---|---|---|
Pathstone Holdings, LLC↓ DEC | -1,777,041 | $6.79M |
WESTWOOD HOLDINGS GROUP INC↓ DEC | -1,502,764 | $29.34M |
EAGLE GLOBAL ADVISORS LLC↓ DEC | -568,370 | $13.51M |
Aventail Capital Group, LP↓ DEC | -528,075 | $3.71M |
CIBC Bancorp USA Inc.↓ DEC | -514,260 | $331.28K |
Verition Fund Management LLC↓ DEC | -493,472 | $3.64M |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/↓ DEC | -470,905 | $220.13M |
MILLENNIUM MANAGEMENT LLC↓ DEC | -383,499 | $402.51K |
Recurrent Investment Advisors LLC↓ DEC | -307,850 | $51.37M |
THOMPSON SIEGEL & WALMSLEY LLC↓ DEC | -293,100 | $12.96K |