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 | 11,433,779 | $359.94M | +7,440,273 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 6,650,998 | $209.37M | +2,511,135 | ↑ INC |
Gates Capital Management, Inc.CIK 0001312908 | 4,351,956 | $137.00M | -164,616 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 2,415,477 | $76.04M | +493,897 | ↑ INC |
SCHRODER INVESTMENT MANAGEMENT GROUPCIK 0001086619 | 2,107,254 | $64.42M | -1,356,216 | ↓ DEC |
River Road Asset Management, LLCCIK 0001341401 | 1,909,808 | $60.12M | -270,706 | ↓ DEC |
Aristotle Capital Management, LLCCIK 0000860644 | 1,796,236 | $56.55M | -20,261 | ↓ DEC |
SNYDER CAPITAL MANAGEMENT L PCIK 0001050477 | 1,709,966 | $53.83M | -23,481 | ↓ DEC |
SUMMITRY LLCCIK 0001280043 | 1,470,642 | $46.30M | -5,315 | ↓ DEC |
Belvedere Trading LLCCIK 0001632341 | 15,971 | $40.29M | -7,329 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 1,056,733 | $33.27M | -281,842 | ↓ DEC |
NICHOLS & PRATT ADVISERS LLP /MACIK 0001141781 | 998,337 | $31.43M | +1,225 | ↑ INC |
Harvey Partners, LLCCIK 0001406484 | 975,500 | $30.71M | +89,331 | ↑ INC |
ASSETMARK, INCCIK 0001344551 | 837,035 | $26.35M | +188,190 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 800,173 | $25.19M | -16,690 | ↓ DEC |
Rivermont Capital Management LPCIK 0001965613 | 793,454 | $24.98M | +793,454 | NEW |
MORGAN STANLEYCIK 0000895421 | 738,714 | $23.25M | +123,433 | ↑ INC |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 682,519 | $20.86M | +678,210 | ↑ INC |
DIAMOND HILL CAPITAL MANAGEMENT INCCIK 0001217541 | 633,800 | $19.95M | +633,800 | NEW |
LIBERTY ONE INVESTMENT MANAGEMENT, LLCCIK 0001807328 | 625,994 | $19.71M | +44,823 | ↑ INC |
Stanley Capital Management, LLCCIK 0001518934 | 623,329 | $19.62M | – | no_change |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.CIK 0001238990 | 600,913 | $18.92M | -1,749 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 515,838 | $16.24M | +122,638 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 474,800 | $14.95M | +265,351 | ↑ INC |
Pacifica Capital Investments, LLCCIK 0001486713 | 465,233 | $14.65M | -10,000 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
BlackRock, Inc.↑ INC | +7,440,273 | $359.94M |
BANK OF AMERICA CORP /DE/↑ INC | +2,511,135 | $209.37M |
Rivermont Capital Management LPNEW | +793,454 | $24.98M |
NATIXIS ADVISORS, LLC↑ INC | +689,185 | $22.65K |
JONES FINANCIAL COMPANIES LLLP↑ INC | +678,210 | $20.86M |
DIAMOND HILL CAPITAL MANAGEMENT INCNEW | +633,800 | $19.95M |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +493,897 | $76.04M |
UBS Group AG↑ INC | +296,389 | $12.90M |
RAYMOND JAMES FINANCIAL INC↑ INC | +265,351 | $14.95M |
Neuberger Berman Group LLC↑ INC | +237,857 | $7.85M |
| Filer | Δ Shares | Value |
|---|---|---|
SCHRODER INVESTMENT MANAGEMENT GROUP↓ DEC | -1,356,216 | $64.42M |
M&T BANK CORP↓ DEC | -672,747 | $342.16K |
GOLDMAN SACHS GROUP INC↓ DEC | -281,842 | $33.27M |
River Road Asset Management, LLC↓ DEC | -270,706 | $60.12M |
CITIGROUP INC↓ DEC | -269,632 | $3.79M |
JPMORGAN CHASE & CO↓ DEC | -251,796 | $2.40M |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↓ DEC | -242,064 | $1.27M |
ABC ARBITRAGE SA↓ DEC | -230,066 | $4.39M |
Arlington Partners LLC↓ DEC | -192,403 | $242.33K |
CITADEL ADVISORS LLC↓ DEC | -180,147 | $1.22M |