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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

Institutions86.0%
Insiders0.4%
Institutions Count407
Institutions 86.0%Insiders 0.4%Float (Other) 13.6%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$3.35BSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
STATE STREET CORPCIK 0000093751
8,985,432$512.53M+110,430↑ INC
BlackRock, Inc.CIK 0002012383
8,072,238$460.44M+34,652↑ INC
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCCIK 0001021223
7,004,143$399.52M-290,664↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
4,795,196$273.52M+4,795,196NEW
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
4,110,943$234.49M+4,110,943NEW
WASATCH ADVISORS LPCIK 0000814133
2,579,955$147.16M+641,769↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
2,494,032$142.28M+302,141↑ INC
MARKEL GROUP INC.CIK 0001096343
2,394,544$136.58M–no_change
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,920,823$109.57M+21,299↑ INC
Invesco Ltd.CIK 0000914208
1,791,221$102.17M+659,518↑ INC
Maren Capital LLCCIK 0001961415
1,789,004$102.04M+87,837↑ INC
Port Capital LLCCIK 0001729212
1,387,507$79.14M-17,656↓ DEC
MORGAN STANLEYCIK 0000895421
1,316,320$75.08M+233,523↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
1,128,056$64.34M+12,415↑ INC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
936,504$53.42M+505,675↑ INC
JPMORGAN CHASE & COCIK 0000019617
881,904$50.56M-303,233↓ DEC
ARIEL INVESTMENTS, LLCCIK 0000936753
872,033$49.74M+498,860↑ INC
NORTHERN TRUST CORPCIK 0000073124
866,655$49.43M+3,551↑ INC
ROYCE & ASSOCIATES LPCIK 0000906304
864,401$49.31M+277,999↑ INC
Bank of New York Mellon CorpCIK 0001390777
823,868$46.99M+2,965↑ INC
Bragg Financial Advisors, IncCIK 0001327055
811,118$46.27M+30,435↑ INC
Gotham Asset Management, LLCCIK 0001510387
794,201$45.30M+170,914↑ INC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
731,195$41.71M+178,969↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
705,510$40.24M-2,376↓ DEC
FIRST TRUST ADVISORS LPCIK 0001125816
688,318$39.26M+521,096↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+4,795,196$273.52M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+4,110,943$234.49M
T. Rowe Price Investment Management, Inc.↑ INC
+927,781$67.02K
Invesco Ltd.↑ INC
+659,518$102.17M
WASATCH ADVISORS LP↑ INC
+641,769$147.16M
VANGUARD FIDUCIARY TRUST CONEW
+569,598$32.49M
FIRST TRUST ADVISORS LP↑ INC
+521,096$39.26M
TWO SIGMA INVESTMENTS, LP↑ INC
+505,675$53.42M
ARIEL INVESTMENTS, LLC↑ INC
+498,860$49.74M
WELLINGTON MANAGEMENT GROUP LLP↑ INC
+386,552$29.47M

Top Trims (Sellers)

FilerΔ SharesValue
THRIVENT FINANCIAL FOR LUTHERANS↓ DEC
-926,361$5.42K
JPMORGAN CHASE & CO↓ DEC
-303,233$50.56M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC↓ DEC
-290,664$399.52M
WHITTIER TRUST CO↓ DEC
-186,626$337.56K
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-148,400$4.08M
GOLDMAN SACHS GROUP INC↓ DEC
-125,473$13.85M
Champlain Investment Partners, LLC↓ DEC
-121,571$26.49M
WHITTIER TRUST CO OF NEVADA INC↓ DEC
-100,017$179.43K
ProShare Advisors LLC↓ DEC
-99,374$24.93M
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC↓ DEC
-76,017$2.74M