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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

Institutions82.6%
Insiders4.4%
Institutions Count375
Institutions 82.6%Insiders 4.4%Float (Other) 13.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$3.44BSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
BlackRock, Inc.CIK 0002012383
11,012,451$888.15M+4,019,296↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
3,740,986$301.71M+3,740,986NEW
AMERICAN CENTURY COMPANIES INCCIK 0000748054
3,398,475$274.09M+1,358,349↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
3,024,896$243.96M+3,024,896NEW
STATE STREET CORPCIK 0000093751
2,782,201$224.38M+952,304↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
2,107,795$169.98M+704,493↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
1,993,170$160.78M+780,602↑ INC
AltraVue Capital, LLCCIK 0001740837
1,628,997$131.38M+317,365↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
1,487,960$120.00M+400,533↑ INC
MORGAN STANLEYCIK 0000895421
948,503$76.50M+291,712↑ INC
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.CIK 0001238990
943,579$76.10M+235,744↑ INC
JPMORGAN CHASE & COCIK 0000019617
922,037$71.87M+186,104↑ INC
NORTHERN TRUST CORPCIK 0000073124
867,014$69.92M+300,370↑ INC
DRIEHAUS CAPITAL MANAGEMENT LLCCIK 0000938206
861,530$69.48M+377,697↑ INC
Boston PartnersCIK 0001386060
839,732$68.24M+247,097↑ INC
Rockefeller Capital Management L.P.CIK 0001739439
809,992$65.33M+199,358↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
801,761$64.66M+265,095↑ INC
Invesco Ltd.CIK 0000914208
751,897$60.64M+139,931↑ INC
HENNESSY ADVISORS INCCIK 0001145255
706,050$56.94M+192,750↑ INC
Nine Ten Capital Management LLCCIK 0001635236
579,979$46.77M+182,493↑ INC
Champlain Investment Partners, LLCCIK 0001315478
529,052$42.67M+160,103↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
488,054$39.36M+488,054NEW
GOLDMAN SACHS GROUP INCCIK 0000886982
468,586$37.79M+81,312↑ INC
ASHFORD CAPITAL MANAGEMENT INCCIK 0000897070
466,630$37.63M+168,301↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
464,475$37.46M+249,088↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
BlackRock, Inc.↑ INC
+4,019,296$888.15M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+3,740,986$301.71M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+3,024,896$243.96M
T. Rowe Price Investment Management, Inc.↑ INC
+2,147,519$202.53K
AMERICAN CENTURY COMPANIES INC↑ INC
+1,358,349$274.09M
STATE STREET CORP↑ INC
+952,304$224.38M
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+780,602$160.78M
DIMENSIONAL FUND ADVISORS LP↑ INC
+704,493$169.98M
PRICE T ROWE ASSOCIATES INC /MD/↑ INC
+620,530$280.02K
VANGUARD FIDUCIARY TRUST CONEW
+488,054$39.36M

Top Trims (Sellers)

FilerΔ SharesValue
MARSHALL WACE, LLP↓ DEC
-66,857$424.06K
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-50,599$650.52K
CIBC Bancorp USA Inc.↓ DEC
-41,639$445.91K
BARCLAYS PLC↓ DEC
-33,681$3.59M
SG Americas Securities, LLC↓ DEC
-32,321$2.15K
BURNEY CO/↓ DEC
-32,098$1.43M
MILLENNIUM MANAGEMENT LLC↓ DEC
-27,917$1.13M
TD ASSET MANAGEMENT INC↓ DEC
-25,872$10.93M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-25,811$77.50K
Orion Porfolio Solutions, LLC↓ DEC
-22,246$823.20K