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 | 7,464,562 | $543.64M | +23,884 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 3,371,184 | $245.52M | +3,371,184 | NEW |
STATE STREET CORPCIK 0000093751 | 2,538,231 | $184.86M | +74,245 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 2,282,033 | $166.20M | +2,282,033 | NEW |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCCIK 0001021223 | 1,360,003 | $99.05M | -212,099 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 1,224,643 | $89.21M | +46,324 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 1,133,669 | $82.56M | +10,008 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 1,035,620 | $74.72M | -44,008 | ↓ DEC |
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328 | 984,937 | $71.73M | -33,416 | ↓ DEC |
Welch Group, LLCCIK 0001443095 | 975,931 | $71.08M | -27,572 | ↓ DEC |
Davis Asset Management, L.P.CIK 0001945894 | 910,376 | $66.30M | +35,000 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 833,586 | $60.71M | +414,782 | ↑ INC |
Copeland Capital Management, LLCCIK 0001541743 | 753,526 | $54.88M | +753,526 | NEW |
NORTHERN TRUST CORPCIK 0000073124 | 643,281 | $46.85M | +53,492 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 631,090 | $45.96M | -49,989 | ↓ DEC |
Arete Wealth Advisors, LLCCIK 0001600151 | 457,892 | $44.04M | +454,980 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 562,559 | $40.97M | -9,294 | ↓ DEC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 560,392 | $40.81M | +17,148 | ↑ INC |
WASATCH ADVISORS LPCIK 0000814133 | 552,153 | $40.21M | +70,298 | ↑ INC |
Bragg Financial Advisors, IncCIK 0001327055 | 440,834 | $32.11M | +20,453 | ↑ INC |
1832 Asset Management L.P.CIK 0000944388 | 425,687 | $31.00M | +5,952 | ↑ INC |
Bank of New York Mellon CorpCIK 0001390777 | 404,290 | $29.44M | -11,839 | ↓ DEC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 351,400 | $25.59M | +351,400 | NEW |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 270,493 | $19.70M | -82,140 | ↓ DEC |
Nuveen, LLCCIK 0001871926 | 241,342 | $17.58M | +125,165 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +3,371,184 | $245.52M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +2,282,033 | $166.20M |
Copeland Capital Management, LLCNEW | +753,526 | $54.88M |
Arete Wealth Advisors, LLC↑ INC | +454,980 | $44.04M |
GOLDMAN SACHS GROUP INC↑ INC | +414,782 | $60.71M |
VANGUARD FIDUCIARY TRUST CONEW | +351,400 | $25.59M |
Brevan Howard Capital Management LP↑ INC | +158,546 | $12.23M |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +131,587 | $15.59M |
Nuveen, LLC↑ INC | +125,165 | $17.58M |
Arlington Trust Co LLC↑ INC | +110,415 | $8.29M |
| Filer | Δ Shares | Value |
|---|---|---|
DEPRINCE RACE & ZOLLO INC↓ DEC | -302,420 | $17.03M |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC↓ DEC | -212,099 | $99.05M |
MILLENNIUM MANAGEMENT LLC↓ DEC | -210,714 | $3.56M |
Creative Planning↓ DEC | -149,802 | $6.00M |
WELLS FARGO & COMPANY/MN↓ DEC | -82,140 | $19.70M |
CITADEL ADVISORS LLC↓ DEC | -69,921 | $8.28M |
BARCLAYS PLC↓ DEC | -61,087 | $2.36M |
MORGAN STANLEY↓ DEC | -49,989 | $45.96M |
JPMORGAN CHASE & CO↓ DEC | -44,008 | $74.72M |
SG Americas Securities, LLC↓ DEC | -41,776 | $2.51K |