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 |
|---|---|---|---|---|
BlackRock, Inc.CIK 0002012383 | 4,003,441 | $301.26M | +26,763 | ↑ INC |
River Road Asset Management, LLCCIK 0001341401 | 1,624,672 | $122.26M | +7,923 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 1,310,378 | $98.60M | +48,158 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 1,165,908 | $87.73M | +1,165,908 | NEW |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 1,100,447 | $82.81M | +1,100,447 | NEW |
STATE STREET CORPCIK 0000093751 | 1,013,729 | $76.28M | +1,971 | ↑ INC |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 976,209 | $73.46M | -35,552 | ↓ DEC |
AltraVue Capital, LLCCIK 0001740837 | 926,653 | $69.73M | -74,910 | ↓ DEC |
FMR LLCCIK 0000315066 | 765,297 | $57.59M | +24,685 | ↑ INC |
GENEVA CAPITAL MANAGEMENT LLCCIK 0001009232 | 759,517 | $57.15M | -64,022 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 721,705 | $54.31M | -30,735 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 691,693 | $52.06M | +12,806 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 579,047 | $43.57M | +313,674 | ↑ INC |
SILVERCREST ASSET MANAGEMENT GROUP LLCCIK 0001232395 | 475,815 | $35.81M | -25,556 | ↓ DEC |
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219 | 456,616 | $34.36M | -4,138 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 418,166 | $31.47M | -32,972 | ↓ DEC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 386,770 | $29.10M | -14,838 | ↓ DEC |
Swedbank ABCIK 0000946431 | 340,000 | $25.59M | -60,000 | ↓ DEC |
Bragg Financial Advisors, IncCIK 0001327055 | 308,655 | $23.23M | +126,733 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 278,636 | $20.97M | +24,348 | ↑ INC |
NEUMEIER POMA INVESTMENT COUNSEL LLCCIK 0001044936 | 273,070 | $20.55M | -8,360 | ↓ DEC |
LONDON CO OF VIRGINIACIK 0001259887 | 270,005 | $20.32M | -7,516 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 221,137 | $16.64M | +4,966 | ↑ INC |
Bank of New York Mellon CorpCIK 0001390777 | 212,641 | $16.00M | -5,580 | ↓ DEC |
PRUDENTIAL FINANCIAL INCCIK 0001137774 | 193,618 | $14.57M | +111,105 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +1,165,908 | $87.73M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +1,100,447 | $82.81M |
FIRST TRUST ADVISORS LP↑ INC | +313,674 | $43.57M |
VANGUARD FIDUCIARY TRUST CONEW | +169,283 | $12.74M |
Bragg Financial Advisors, Inc↑ INC | +126,733 | $23.23M |
PRUDENTIAL FINANCIAL INC↑ INC | +111,105 | $14.57M |
TWO SIGMA INVESTMENTS, LP↑ INC | +61,973 | $8.43M |
FIFTH THIRD BANCORP↑ INC | +60,251 | $4.55M |
Blue Door Asset Management, LLCNEW | +48,638 | $3.66M |
DIMENSIONAL FUND ADVISORS LP↑ INC | +48,158 | $98.60M |
| Filer | Δ Shares | Value |
|---|---|---|
WCM INVESTMENT MANAGEMENT, LLC↓ DEC | -142,693 | $13.01M |
AltraVue Capital, LLC↓ DEC | -74,910 | $69.73M |
GENEVA CAPITAL MANAGEMENT LLC↓ DEC | -64,022 | $57.15M |
Nuveen, LLC↓ DEC | -60,157 | $11.36M |
Swedbank AB↓ DEC | -60,000 | $25.59M |
JANE STREET GROUP, LLC↓ DEC | -50,875 | $4.17M |
CITADEL ADVISORS LLC↓ DEC | -41,288 | $4.02M |
AMERICAN CENTURY COMPANIES INC↓ DEC | -35,552 | $73.46M |
BARCLAYS PLC↓ DEC | -34,996 | $1.61M |
NORTHERN TRUST CORP↓ DEC | -32,972 | $31.47M |