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 | 4,155,450 | $1.51B | +5,792 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 3,369,035 | $1.22B | +3,369,035 | NEW |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 2,665,533 | $968.17M | +2,665,533 | NEW |
STATE STREET CORPCIK 0000093751 | 2,289,917 | $831.74M | +17,876 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 2,033,129 | $738.47M | +65,521 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 1,654,948 | $601.11M | -356,966 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 1,654,142 | $598.91M | +90,447 | ↑ INC |
NORDEA INVESTMENT MANAGEMENT ABCIK 0001218210 | 1,373,694 | $492.39M | +63,496 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 999,497 | $363.04M | +3,770 | ↑ INC |
EARNEST PARTNERS LLCCIK 0001102578 | 922,391 | $335.03M | -26,078 | ↓ DEC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 880,951 | $319.96M | +17,337 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 818,482 | $297.29M | +55,502 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 802,126 | $291.33M | -10,421 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 782,789 | $284.33M | -36,679 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 754,341 | $273.99M | +19,961 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 751,467 | $272.95M | +36,521 | ↑ INC |
REGIONS FINANCIAL CORPCIK 0001281761 | 722,531 | $262.44M | -1,937 | ↓ DEC |
UBS Group AGCIK 0001610520 | 534,734 | $194.23M | -82,886 | ↓ DEC |
Hamlin Capital Management, LLCCIK 0001277403 | 470,221 | $170.79M | -5,158 | ↓ DEC |
BAHL & GAYNOR INCCIK 0000872259 | 446,761 | $162.27M | +17,628 | ↑ INC |
HSBC HOLDINGS PLCCIK 0000873630 | 442,310 | $160.63M | +68,074 | ↑ INC |
CONFLUENCE INVESTMENT MANAGEMENT LLCCIK 0001442056 | 435,896 | $158.33M | -33,413 | ↓ DEC |
Bank of New York Mellon CorpCIK 0001390777 | 435,540 | $158.20M | -109 | ↓ DEC |
CAISSE DE DEPOT ET PLACEMENT DU QUEBECCIK 0000898286 | 388,229 | $141.01M | +53,612 | ↑ INC |
SEI INVESTMENTS COCIK 0000350894 | 387,685 | $140.82M | +2,372 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +3,369,035 | $1.22B |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +2,665,533 | $968.17M |
VANGUARD FIDUCIARY TRUST CONEW | +292,076 | $106.09M |
Squarepoint Ops LLC↑ INC | +153,715 | $56.63M |
JPMORGAN CHASE & CO↑ INC | +128,200 | $126.46M |
Vanguard Global Advisers, LLCNEW | +113,396 | $41.19M |
KBC Group NV↑ INC | +110,207 | $68.44K |
VANGUARD ASSET MANAGEMENT, LtdNEW | +102,610 | $37.27M |
TORNO CAPITAL, LLCNEW | +100,000 | $36.32M |
JONES FINANCIAL COMPANIES LLLP↑ INC | +97,821 | $45.83M |
| Filer | Δ Shares | Value |
|---|---|---|
Auto-Owners Insurance Co↓ DEC | -1,022,210 | $1.08M |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC | -356,966 | $601.11M |
MILLER HOWARD INVESTMENTS INC /NY↓ DEC | -161,967 | $51.24M |
BNP Paribas Asset Management Holding S.A.↓ DEC | -95,236 | $12.57M |
Corient Private Wealth LLC↓ DEC | -84,074 | $21.13M |
UBS Group AG↓ DEC | -82,886 | $194.23M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -76,102 | $995.72K |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -44,550 | $8.26M |
Twin Tree Management, LP↓ DEC | -43,600 | $2.87M |
MORGAN STANLEY↓ DEC | -36,679 | $284.33M |