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 | 10,869,825 | $366.75M | +347,814 | ↑ INC |
Vulcan Value Partners, LLCCIK 0001556785 | 6,595,335 | $222.53M | +1,974,256 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 5,342,267 | $180.25M | +5,342,267 | NEW |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 5,200,792 | $175.47M | +5,200,792 | NEW |
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328 | 4,411,837 | $148.86M | +37,339 | ↑ INC |
MONTRUSCO BOLTON INVESTMENTS INC.CIK 0001475940 | 4,022,506 | $132.09M | -320,610 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 3,633,336 | $122.59M | +166,982 | ↑ INC |
Neuberger Berman Group LLCCIK 0001465109 | 3,105,544 | $104.78M | +2,241,285 | ↑ INC |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCCIK 0001021223 | 3,005,452 | $101.40M | +289,349 | ↑ INC |
Independent Franchise Partners LLPCIK 0001483866 | 2,820,854 | $95.18M | +705,541 | ↑ INC |
Stephens Investment Management Group LLCCIK 0001314440 | 2,424,337 | $81.80M | +495,243 | ↑ INC |
BANK OF MONTREAL /CAN/CIK 0000927971 | 2,287,875 | $77.19M | +2,276,075 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 2,278,859 | $76.89M | -561,451 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 2,270,174 | $76.61M | +118,968 | ↑ INC |
Champlain Investment Partners, LLCCIK 0001315478 | 2,269,707 | $76.58M | -286,020 | ↓ DEC |
Clearbridge Investments, LLCCIK 0001348883 | 1,772,666 | $59.81M | -108,408 | ↓ DEC |
BLAIR WILLIAM & CO/ILCIK 0000902367 | 1,641,580 | $55.39M | -880,891 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,508,083 | $50.88M | +389,505 | ↑ INC |
Focus Partners WealthCIK 0001542153 | 1,279,952 | $43.19M | +437,306 | ↑ INC |
Sumitomo Mitsui Trust Group, Inc.CIK 0001475365 | 1,277,042 | $43.09M | -112,887 | ↓ DEC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 1,156,962 | $39.04M | +84,259 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 1,058,098 | $35.70M | +497,170 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 931,418 | $31.43M | +122,712 | ↑ INC |
Woodline Partners LPCIK 0001784547 | 891,254 | $30.07M | +198,396 | ↑ INC |
Point72 Asset Management, L.P.CIK 0001603466 | 879,982 | $29.69M | +743,480 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +5,342,267 | $180.25M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +5,200,792 | $175.47M |
T. Rowe Price Investment Management, Inc.↑ INC | +3,139,217 | $239.66K |
BANK OF MONTREAL /CAN/↑ INC | +2,276,075 | $77.19M |
Neuberger Berman Group LLC↑ INC | +2,241,285 | $104.78M |
Vulcan Value Partners, LLC↑ INC | +1,974,256 | $222.53M |
Point72 Asset Management, L.P.↑ INC | +743,480 | $29.69M |
VANGUARD FIDUCIARY TRUST CONEW | +725,400 | $24.47M |
Independent Franchise Partners LLP↑ INC | +705,541 | $95.18M |
FENIMORE ASSET MANAGEMENT INC↑ INC | +697,219 | $24.46M |
| Filer | Δ Shares | Value |
|---|---|---|
RAYMOND JAMES FINANCIAL INC↓ DEC | -1,106,527 | $3.19M |
BLAIR WILLIAM & CO/IL↓ DEC | -880,891 | $55.39M |
JANE STREET GROUP, LLC↓ DEC | -817,374 | $3.84M |
CITADEL ADVISORS LLC↓ DEC | -746,094 | $23.44M |
MORGAN STANLEY↓ DEC | -561,451 | $76.89M |
BESSEMER GROUP INC↓ DEC | -391,926 | $80.18K |
SG Americas Securities, LLC↓ DEC | -337,918 | $2.18K |
MONTRUSCO BOLTON INVESTMENTS INC.↓ DEC | -320,610 | $132.09M |
Bank of New York Mellon Corp↓ DEC | -298,648 | $21.50M |
Champlain Investment Partners, LLC↓ DEC | -286,020 | $76.58M |