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 |
|---|---|---|---|---|
Independent Franchise Partners LLPCIK 0001483866 | 15,733,495 | $1.03B | +377,804 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 10,478,972 | $684.28M | +171,380 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 9,601,949 | $627.01M | +9,601,949 | NEW |
TRIAN FUND MANAGEMENT, L.P.CIK 0001345471 | 8,236,753 | $537.86M | – | no_change |
STATE STREET CORPCIK 0000093751 | 6,407,480 | $418.41M | +62,719 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 6,390,364 | $417.29M | +6,390,364 | NEW |
DAVIS SELECTED ADVISERSCIK 0001036325 | 6,330,325 | $413.37M | +110,253 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 4,752,260 | $309.33M | +163,532 | ↑ INC |
Boston PartnersCIK 0001386060 | 3,914,091 | $255.57M | -171,396 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 3,789,883 | $247.48M | +859,873 | ↑ INC |
DIAMOND HILL CAPITAL MANAGEMENT INCCIK 0001217541 | 2,420,246 | $158.04M | +311,219 | ↑ INC |
STATE FARM MUTUAL AUTOMOBILE INSURANCE COCIK 0000315032 | 2,069,279 | $135.12M | – | no_change |
Madison Avenue Partners, LPCIK 0001801265 | 1,875,736 | $122.49M | -112,322 | ↓ DEC |
FMR LLCCIK 0000315066 | 1,870,036 | $122.11M | -75,452 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 1,763,007 | $115.12M | +102,101 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 1,539,405 | $100.52M | +3,645 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 1,519,514 | $99.22M | +40,350 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,432,780 | $93.56M | +9,083 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 919,263 | $59.91M | +126,699 | ↑ INC |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508 | 883,534 | $57.69M | -85,116 | ↓ DEC |
Ruffer LLPCIK 0001426859 | 859,993 | $56.32M | +245,435 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 830,345 | $54.22M | +830,345 | NEW |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 821,032 | $53.61M | +334,395 | ↑ INC |
Bank of New York Mellon CorpCIK 0001390777 | 777,005 | $50.74M | -33,928 | ↓ DEC |
EQUITY INVESTMENT CORPCIK 0001685771 | 775,793 | $50.66M | +775,793 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +9,601,949 | $627.01M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +6,390,364 | $417.29M |
Invesco Ltd.↑ INC | +859,873 | $247.48M |
VANGUARD FIDUCIARY TRUST CONEW | +830,345 | $54.22M |
EQUITY INVESTMENT CORPNEW | +775,793 | $50.66M |
CITADEL ADVISORS LLC↑ INC | +490,033 | $43.25M |
Independent Franchise Partners LLP↑ INC | +377,804 | $1.03B |
GOLDMAN SACHS GROUP INC↑ INC | +334,395 | $53.61M |
Gotham Asset Management, LLC↑ INC | +331,525 | $40.67M |
WESTWOOD HOLDINGS GROUP INCNEW | +324,237 | $21.17M |
| Filer | Δ Shares | Value |
|---|---|---|
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC↓ DEC | -937,812 | $45.26M |
JACOBS LEVY EQUITY MANAGEMENT, INC↓ DEC | -425,137 | $468.33K |
Assenagon Asset Management S.A.↓ DEC | -280,747 | $23.66M |
Ratan Capital Management LP↓ DEC | -230,605 | $1.31M |
Boston Partners↓ DEC | -171,396 | $255.57M |
State of Tennessee, Department of Treasury↓ DEC | -131,112 | $1.98M |
Susquehanna Portfolio Strategies, LLC↓ DEC | -126,922 | $4.66M |
UBS Group AG↓ DEC | -121,298 | $41.33M |
Madison Avenue Partners, LP↓ DEC | -112,322 | $122.49M |
Dorsey & Whitney Trust CO LLC↓ DEC | -92,207 | $2.50M |