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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

Institutions46.7%
Insiders99.7%
Institutions Count124
Institutions 46.7%Insiders 99.7%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$538.97MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
LOCUST WOOD CAPITAL ADVISERS, LLCCIK 0001349434
533,391$86.57M-10,578↓ DEC
Bleichroeder LPCIK 0001781002
314,166$50.99M-5,678↓ DEC
BlackRock, Inc.CIK 0002012383
304,922$49.49M+22,339↑ INC
CORSAIR CAPITAL MANAGEMENT, L.P.CIK 0001276470
259,091$42.05M+51,317↑ INC
Newtyn Management, LLCCIK 0001569241
242,423$39.35M–no_change
Tikvah Management LLCCIK 0001606477
196,291$31.86M+12,725↑ INC
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
190,661$30.94M+86,926↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
179,958$29.21M+179,958NEW
J. Goldman & Co LPCIK 0001412741
140,650$22.83M+114,856↑ INC
UBS Group AGCIK 0001610520
122,701$19.91M-14,043↓ DEC
Zuckerman Investment Group, LLCCIK 0001423296
122,682$19.91M+165↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
112,604$18.28M-11,826↓ DEC
Nine Ten Capital Management LLCCIK 0001635236
92,980$15.09M–no_change
STATE STREET CORPCIK 0000093751
89,711$14.56M+4,770↑ INC
BALANCE CAPITAL PARTNERS L.P.CIK 0002109256
64,526$10.47M-188,192↓ DEC
Invesco Ltd.CIK 0000914208
48,473$7.87M+713↑ INC
NORTHERN TRUST CORPCIK 0000073124
46,358$7.52M+2,144↑ INC
Ratan Capital Management LPCIK 0001566887
39,866$6.47M+39,866NEW
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
39,836$6.47M+39,836NEW
CITIGROUP INCCIK 0000831001
36,258$5.88M+33,979↑ INC
AlTi Global, Inc.CIK 0001838615
31,019$5.03M–no_change
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588
30,363$4.93M+29,421↑ INC
Atom Investors LPCIK 0001738902
28,981$4.70M-18,269↓ DEC
VOLORIDGE INVESTMENT MANAGEMENT, LLCCIK 0001556921
26,838$4.36M+26,838NEW
Trexquant Investment LPCIK 0001633445
26,047$4.23M+26,047NEW

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+179,958$29.21M
J. Goldman & Co LP↑ INC
+114,856$22.83M
WELLINGTON MANAGEMENT GROUP LLP↑ INC
+86,926$30.94M
THRIVENT FINANCIAL FOR LUTHERANSNEW
+53,848$8.74K
CORSAIR CAPITAL MANAGEMENT, L.P.↑ INC
+51,317$42.05M
Ratan Capital Management LPNEW
+39,866$6.47M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+39,836$6.47M
CITIGROUP INC↑ INC
+33,979$5.88M
BNP PARIBAS FINANCIAL MARKETS↑ INC
+29,421$4.93M
VOLORIDGE INVESTMENT MANAGEMENT, LLCNEW
+26,838$4.36M

Top Trims (Sellers)

FilerΔ SharesValue
BALANCE CAPITAL PARTNERS L.P.↓ DEC
-188,192$10.47M
MILLENNIUM MANAGEMENT LLC↓ DEC
-39,024$2.91M
GOLDMAN SACHS GROUP INC↓ DEC
-34,946$2.59M
FIRST MANHATTAN CO. LLC.↓ DEC
-20,692$348.62K
Atom Investors LP↓ DEC
-18,269$4.70M
UBS Group AG↓ DEC
-14,043$19.91M
Ancora Advisors LLC↓ DEC
-12,340$1.46M
GEODE CAPITAL MANAGEMENT, LLC↓ DEC
-11,826$18.28M
LOCUST WOOD CAPITAL ADVISERS, LLC↓ DEC
-10,578$86.57M
MORGAN STANLEY↓ DEC
-10,199$1.76M