Stockfacts
Use CasesDocsPricing
Log inSign up free
OverviewFinancialsTrendsTranscriptsOptionsInstitutionsInsidersCorporate ActionsSEC Filings
Stockfacts

EOD US-equity data for investors and AI agents

Data is end-of-day, not real-time, and not investment advice

Use CasesDashboard

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

Institutions95.9%
Insiders0.3%
Institutions Count650
Institutions 95.9%Insiders 0.3%Float (Other) 3.8%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$12.58BSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
DODGE & COXCIK 0000200217
12,080,284$2.08B+84,150↑ INC
BlackRock, Inc.CIK 0002012383
10,117,027$1.74B+216,124↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
9,706,096$1.67B+9,706,096NEW
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
6,924,961$1.19B+6,924,961NEW
STATE STREET CORPCIK 0000093751
4,961,564$853.93M+49,949↑ INC
JPMORGAN CHASE & COCIK 0000019617
3,913,048$664.55M-608,210↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
3,149,533$540.21M+64,421↑ INC
Invesco Ltd.CIK 0000914208
1,963,968$338.02M+148,936↑ INC
DIAMOND HILL CAPITAL MANAGEMENT INCCIK 0001217541
1,934,471$332.94M-100,449↓ DEC
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
1,615,054$277.97M+522,442↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,612,785$277.57M+46,620↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
1,577,850$271.56M+52,411↑ INC
Legal & General Group PlcCIK 0000764068
1,507,591$259.47M+8,555↑ INC
NORDEA INVESTMENT MANAGEMENT ABCIK 0001218210
1,265,463$213.95M+20,064↑ INC
MORGAN STANLEYCIK 0000895421
1,117,129$192.27M-260,669↓ DEC
Mitsubishi UFJ Trust & Banking CorpCIK 0001462160
1,074,795$184.98M+246,062↑ INC
ATLAS Infrastructure Partners (UK) Ltd.CIK 0001924953
1,034,375$178.03M+1,034,375NEW
AMERIPRISE FINANCIAL INCCIK 0000820027
1,010,258$173.88M-255,085↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
1,005,366$173.03M+295,727↑ INC
NORTHERN TRUST CORPCIK 0000073124
983,416$169.26M-30,511↓ DEC
RUSH ISLAND MANAGEMENT, LPCIK 0001736465
978,390$168.39M-199,205↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
944,322$162.53M-295,583↓ DEC
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLCCIK 0000861177
926,349$159.43M+924,867↑ INC
CANADA PENSION PLAN INVESTMENT BOARDCIK 0001283718
907,828$156.25M+35,179↑ INC
UBS Group AGCIK 0001610520
887,195$152.70M+214,068↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+9,706,096$1.67B
VANGUARD CAPITAL MANAGEMENT LLCNEW
+6,924,961$1.19B
ATLAS Infrastructure Partners (UK) Ltd.NEW
+1,034,375$178.03M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC↑ INC
+924,867$159.43M
Woodline Partners LP↑ INC
+763,521$131.75M
VANGUARD FIDUCIARY TRUST CONEW
+599,375$103.16M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↑ INC
+522,442$277.97M
Qube Research & Technologies Ltd↑ INC
+329,421$95.77M
SG Americas Securities, LLC↑ INC
+296,231$80.88K
BANK OF AMERICA CORP /DE/↑ INC
+295,727$173.03M

Top Trims (Sellers)

FilerΔ SharesValue
DEUTSCHE BANK AG\↓ DEC
-1,110,914$82.48M
MILLENNIUM MANAGEMENT LLC↓ DEC
-666,536$24.96M
JPMORGAN CHASE & CO↓ DEC
-608,210$664.55M
Nuveen, LLC↓ DEC
-326,287$40.36M
BALYASNY ASSET MANAGEMENT L.P.↓ DEC
-317,878$273.65K
COHEN & STEERS, INC.↓ DEC
-315,566$539.26K
GOLDMAN SACHS GROUP INC↓ DEC
-295,583$162.53M
M&T BANK CORP↓ DEC
-261,156$420.81K
MORGAN STANLEY↓ DEC
-260,669$192.27M
AMERIPRISE FINANCIAL INC↓ DEC
-255,085$173.88M