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 |
|---|---|---|---|---|
Carlyle Group Inc.CIK 0001527166 | 84,587,035 | $2.18B | -68,086,856 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 21,787,131 | $562.76M | +12,462,016 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 15,081,516 | $395.89M | +4,523,693 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 12,674,968 | $327.39M | +7,004,597 | ↑ INC |
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219 | 8,170,466 | $211.04M | -2,697,301 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 7,783,272 | $201.04M | +7,783,272 | NEW |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 7,175,200 | $185.34M | +7,175,200 | NEW |
Findlay Park Partners LLPCIK 0001351950 | 4,084,441 | $105.50M | +4,084,441 | NEW |
FMR LLCCIK 0000315066 | 3,836,353 | $99.09M | +830,887 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 3,682,456 | $95.14M | +1,296,137 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 3,502,681 | $90.47M | +1,586,306 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 3,490,818 | $90.17M | +532,188 | ↑ INC |
UBS Group AGCIK 0001610520 | 3,472,938 | $89.71M | +2,657,708 | ↑ INC |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/CIK 0000912938 | 3,245,097 | $83.82M | -220,842 | ↓ DEC |
PARNASSUS INVESTMENTS, LLCCIK 0000948669 | 2,627,220 | $67.86M | +115,051 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 2,271,763 | $57.24M | -126,427 | ↓ DEC |
M.D. Sass, LLCCIK 0000922940 | 2,149,680 | $55.53M | +158,143 | ↑ INC |
Burkehill Global Management, LPCIK 0001904549 | 1,899,646 | $49.07M | +399,646 | ↑ INC |
ArrowMark Colorado Holdings LLCCIK 0001483859 | 1,657,434 | $42.81M | -260,541 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 1,627,118 | $42.03M | +783,002 | ↑ INC |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDCIK 0001535845 | 1,575,000 | $40.68M | -247,400 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 1,449,594 | $37.44M | +822,348 | ↑ INC |
SEI INVESTMENTS COCIK 0000350894 | 1,439,421 | $37.18M | +512,992 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 1,356,381 | $35.04M | +504,561 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 1,336,831 | $34.51M | +1,276,647 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
PRICE T ROWE ASSOCIATES INC /MD/↑ INC | +25,045,575 | $1.01M |
BlackRock, Inc.↑ INC | +12,462,016 | $562.76M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +7,783,272 | $201.04M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +7,175,200 | $185.34M |
STATE STREET CORP↑ INC | +7,004,597 | $327.39M |
T. Rowe Price Investment Management, Inc.↑ INC | +5,088,967 | $344.73K |
Allspring Global Investments Holdings, LLC↑ INC | +4,523,693 | $395.89M |
Findlay Park Partners LLPNEW | +4,084,441 | $105.50M |
UBS Group AG↑ INC | +2,657,708 | $89.71M |
BESSEMER GROUP INC↑ INC | +1,695,187 | $123.95K |
| Filer | Δ Shares | Value |
|---|---|---|
Carlyle Group Inc.↓ DEC | -68,086,856 | $2.18B |
WELLINGTON MANAGEMENT GROUP LLP↓ DEC | -2,697,301 | $211.04M |
TEACHER RETIREMENT SYSTEM OF TEXAS↓ DEC | -1,961,187 | $673.65K |
DEUTSCHE BANK AG\↓ DEC | -452,377 | $2.61M |
BOOTHBAY FUND MANAGEMENT, LLC↓ DEC | -305,005 | $595.72K |
ArrowMark Colorado Holdings LLC↓ DEC | -260,541 | $42.81M |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND↓ DEC | -247,400 | $40.68M |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/↓ DEC | -220,842 | $83.82M |
Alyeska Investment Group, L.P.↓ DEC | -169,108 | $20.95M |
RAYMOND JAMES FINANCIAL INC↓ DEC | -126,427 | $57.24M |