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

Institutions72.6%
Insiders2.6%
Institutions Count295
Institutions 72.6%Insiders 2.6%Float (Other) 24.8%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$1.66BSum 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
19,323,102$408.88M-48,070↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
8,070,734$170.77M+256,540↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
8,064,710$170.65M+8,064,710NEW
STATE STREET CORPCIK 0000093751
7,281,616$154.08M+235,224↑ INC
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
5,786,655$122.45M-924,332↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
5,608,934$118.69M+5,608,934NEW
AMERICAN CENTURY COMPANIES INCCIK 0000748054
3,586,192$75.88M+607,436↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
3,321,507$70.29M+245,999↑ INC
SYSTEMATIC FINANCIAL MANAGEMENT LPCIK 0001085936
1,956,748$41.40M-18,141↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
1,614,684$34.17M+20,976↑ INC
Bank of New York Mellon CorpCIK 0001390777
1,531,181$32.40M-47,121↓ DEC
NORTHERN TRUST CORPCIK 0000073124
1,361,433$28.81M+45,912↑ INC
MORGAN STANLEYCIK 0000895421
1,226,123$25.94M-155,672↓ DEC
PRUDENTIAL FINANCIAL INCCIK 0001137774
1,006,722$21.30M+284,235↑ INC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
953,012$20.17M+56,933↑ INC
Assenagon Asset Management S.A.CIK 0001546007
934,311$19.77M+147,139↑ INC
JPMORGAN CHASE & COCIK 0000019617
946,625$19.69M+10,738↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
930,433$19.69M-309,195↓ DEC
Nuveen, LLCCIK 0001871926
921,934$19.51M+21,005↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
845,577$17.89M+845,577NEW
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328
827,266$17.50M+80,147↑ INC
Ledgewood Wealth Advisors, LLCCIK 0002064043
678,112$14.35M–no_change
BANK OF AMERICA CORP /DE/CIK 0000070858
624,648$13.22M+118,432↑ INC
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833
617,128$13.06M-59,633↓ DEC
SIMON QUICK ADVISORS, LLCCIK 0001692038
600,000$12.70M–no_change

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+8,064,710$170.65M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+5,608,934$118.69M
VANGUARD FIDUCIARY TRUST CONEW
+845,577$17.89M
AMERICAN CENTURY COMPANIES INC↑ INC
+607,436$75.88M
PRUDENTIAL FINANCIAL INC↑ INC
+284,235$21.30M
TWO SIGMA INVESTMENTS, LP↑ INC
+274,752$10.98M
DIMENSIONAL FUND ADVISORS LP↑ INC
+256,540$170.77M
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+245,999$70.29M
STATE STREET CORP↑ INC
+235,224$154.08M
Qube Research & Technologies Ltd↑ INC
+215,716$7.03M

Top Trims (Sellers)

FilerΔ SharesValue
WELLINGTON MANAGEMENT GROUP LLP↓ DEC
-924,332$122.45M
GOLDMAN SACHS GROUP INC↓ DEC
-309,195$19.69M
VOLORIDGE INVESTMENT MANAGEMENT, LLC↓ DEC
-273,126$2.73M
BARCLAYS PLC↓ DEC
-168,620$2.13M
MORGAN STANLEY↓ DEC
-155,672$25.94M
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-118,424$991.24K
ALGERT GLOBAL LLC↓ DEC
-105,750$3.11K
UBS Group AG↓ DEC
-98,820$5.44M
WELLS FARGO & COMPANY/MN↓ DEC
-94,193$1.30M
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC↓ DEC
-59,633$13.06M