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 |
|---|---|---|---|---|
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCCIK 0001021223 | 3,071,590 | $769.37M | -94,022 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 2,994,602 | $750.09M | +41,795 | ↑ INC |
FMR LLCCIK 0000315066 | 2,827,218 | $708.16M | -34,998 | ↓ DEC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 1,831,548 | $458.77M | +1,831,548 | NEW |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 1,432,793 | $358.89M | +1,432,793 | NEW |
BANK OF MONTREAL /CAN/CIK 0000927971 | 1,257,398 | $314.95M | -54,236 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 1,003,384 | $251.33M | -1,246 | ↓ DEC |
Brave Warrior Advisors, LLCCIK 0001553733 | 879,323 | $220.25M | +99,198 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 870,269 | $218.02M | +76,880 | ↑ INC |
BAMCO INC /NY/CIK 0001017918 | 860,026 | $215.42M | -272,518 | ↓ DEC |
FIDUCIARY MANAGEMENT INC /WI/CIK 0000764532 | 692,022 | $173.34M | +80,741 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 650,578 | $162.95M | +7,628 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 529,207 | $132.56M | +23,850 | ↑ INC |
LYRICAL ASSET MANAGEMENT LPCIK 0001542302 | 506,040 | $126.75M | -35,287 | ↓ DEC |
AGF MANAGEMENT LTDCIK 0001003518 | 430,753 | $107.90M | +10,238 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 357,615 | $89.58M | -81 | ↓ DEC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 326,524 | $81.79M | +9,672 | ↑ INC |
FULLER & THALER ASSET MANAGEMENT, INC.CIK 0001082327 | 319,301 | $79.98M | +34,411 | ↑ INC |
Bank of New York Mellon CorpCIK 0001390777 | 314,134 | $78.68M | +2,382 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 292,285 | $73.21M | +5,823 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 280,126 | $70.17M | -17,782 | ↓ DEC |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 264,769 | $66.12M | +42,904 | ↑ INC |
Quantum Capital Management, LLC / NJCIK 0001513125 | 250,901 | $62.85M | -2,847 | ↓ DEC |
Life Cycle Investment Partners LtdCIK 0002072459 | 245,193 | $61.42M | +87,607 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 214,699 | $53.78M | -9,142 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +1,831,548 | $458.77M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +1,432,793 | $358.89M |
VANGUARD FIDUCIARY TRUST CONEW | +198,196 | $49.64M |
T. Rowe Price Investment Management, Inc.↑ INC | +106,091 | $43.71K |
Brave Warrior Advisors, LLC↑ INC | +99,198 | $220.25M |
ProShare Advisors LLC↑ INC | +97,879 | $24.84M |
Life Cycle Investment Partners Ltd↑ INC | +87,607 | $61.42M |
FIDUCIARY MANAGEMENT INC /WI/↑ INC | +80,741 | $173.34M |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +76,880 | $218.02M |
JONES FINANCIAL COMPANIES LLLP↑ INC | +71,965 | $18.38M |
| Filer | Δ Shares | Value |
|---|---|---|
BAMCO INC /NY/↓ DEC | -272,518 | $215.42M |
Qube Research & Technologies Ltd↓ DEC | -155,758 | $8.96M |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC↓ DEC | -94,022 | $769.37M |
DANSKE BANK A/S↓ DEC | -63,423 | $11.45M |
UBS Group AG↓ DEC | -57,327 | $18.62M |
TWO SIGMA INVESTMENTS, LP↓ DEC | -54,915 | $9.04M |
BANK OF MONTREAL /CAN/↓ DEC | -54,236 | $314.95M |
Prana Capital Management, LP↓ DEC | -49,070 | $4.94M |
MILLENNIUM MANAGEMENT LLC↓ DEC | -39,396 | $43.28M |
LYRICAL ASSET MANAGEMENT LP↓ DEC | -35,287 | $126.75M |