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

Institutions87.0%
Insiders3.8%
Institutions Count320
Institutions 87.0%Insiders 3.8%Float (Other) 9.2%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$1.48BSum 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
9,387,060$379.33M+559,408↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
3,962,665$160.12M-91,785↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
2,844,737$114.96M+2,844,737NEW
AMERICAN CENTURY COMPANIES INCCIK 0000748054
2,819,927$113.95M+358,800↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
2,503,091$101.15M+2,503,091NEW
STATE STREET CORPCIK 0000093751
2,239,770$90.51M-3,775↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
1,854,603$74.96M+25,069↑ INC
Invesco Ltd.CIK 0000914208
1,427,518$57.69M-108,856↓ DEC
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.CIK 0001021642
1,185,405$47.90M+1,185,405NEW
MORGAN STANLEYCIK 0000895421
1,026,036$41.46M-382,184↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
1,004,899$40.61M-18,867↓ DEC
NORTHERN TRUST CORPCIK 0000073124
851,334$34.40M+16,843↑ INC
Boston PartnersCIK 0001386060
785,239$31.81M-24,125↓ DEC
Qube Research & Technologies LtdCIK 0001729829
548,065$22.15M+259,364↑ INC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
486,354$19.65M+94,867↑ INC
Clark Capital Management Group, Inc.CIK 0001352187
406,102$16.41M+136,109↑ INC
EASTERLY INVESTMENT PARTNERS LLCCIK 0001766150
403,698$16.05M-18,973↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
378,648$15.30M+378,648NEW
Bank of New York Mellon CorpCIK 0001390777
378,115$15.28M-11,196↓ DEC
ROYCE & ASSOCIATES LPCIK 0000906304
373,633$15.10M-10,727↓ DEC
HEARTLAND ADVISORS INCCIK 0000937394
370,675$14.98M-14,475↓ DEC
Allianz Asset Management GmbHCIK 0001535323
369,478$14.93M+251,524↑ INC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
362,834$14.66M–no_change
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833
351,709$14.21M-177,540↓ DEC
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328
334,680$13.52M-29,842↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+2,844,737$114.96M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+2,503,091$101.15M
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.NEW
+1,185,405$47.90M
BlackRock, Inc.↑ INC
+559,408$379.33M
VANGUARD FIDUCIARY TRUST CONEW
+378,648$15.30M
AMERICAN CENTURY COMPANIES INC↑ INC
+358,800$113.95M
Qube Research & Technologies Ltd↑ INC
+259,364$22.15M
Allianz Asset Management GmbH↑ INC
+251,524$14.93M
Nuveen, LLC↑ INC
+162,848$11.78M
PRUDENTIAL FINANCIAL INC↑ INC
+146,018$10.76M

Top Trims (Sellers)

FilerΔ SharesValue
CITADEL ADVISORS LLC↓ DEC
-441,858$4.49M
MORGAN STANLEY↓ DEC
-382,184$41.46M
Walleye Trading LLC↓ DEC
-376,329$270.75K
PEAK6 LLC↓ DEC
-290,500$448.55K
JANE STREET GROUP, LLC↓ DEC
-284,943$1.94M
BARROW HANLEY MEWHINNEY & STRAUSS LLC↓ DEC
-225,057$5.38K
DENALI ADVISORS LLC↓ DEC
-184,851$5.19M
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC↓ DEC
-177,540$14.21M
GOLDMAN SACHS GROUP INC↓ DEC
-149,468$12.20M
Invesco Ltd.↓ DEC
-108,856$57.69M