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

Institutions37.5%
Insiders6.6%
Institutions Count135
Institutions 37.5%Insiders 6.6%Float (Other) 55.9%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$227.34MSum 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
1,152,128$48.27M-64,454↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
558,518$23.40M+558,518NEW
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
435,347$18.24M-16,478↓ DEC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
409,848$17.17M+31,860↑ INC
STATE STREET CORPCIK 0000093751
389,526$16.32M+99,719↑ INC
JPMORGAN CHASE & COCIK 0000019617
377,098$15.71M-60,897↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
292,954$12.28M-386↓ DEC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
173,385$7.26M+83,261↑ INC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
165,445$6.93M-16,018↓ DEC
GABELLI FUNDS LLCCIK 0001081407
115,765$4.85M-14,877↓ DEC
NORTHERN TRUST CORPCIK 0000073124
114,134$4.78M+1,907↑ INC
Polaris Capital Management, LLCCIK 0001316926
113,400$4.75M-7,600↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
108,602$4.55M+37,279↑ INC
Boston PartnersCIK 0001386060
105,725$4.43M+105,725NEW
DEPRINCE RACE & ZOLLO INCCIK 0001008894
103,526$4.34M-3,256↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
99,085$4.15M-4,959↓ DEC
Russell Investments Group, Ltd.CIK 0001692234
98,678$4.13M+3,732↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
93,037$3.90M+93,037NEW
VANGUARD FIDUCIARY TRUST COCIK 0000933478
81,831$3.43M+81,831NEW
Rosenthal | Henry Capital Advisors, Inc.CIK 0001697539
81,373$3.41M–no_change
PANAGORA ASSET MANAGEMENT INCCIK 0000883677
77,266$3.24M+5,132↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
76,400$3.20M+700↑ INC
BASSWOOD CAPITAL MANAGEMENT, L.L.C.CIK 0001085393
76,088$3.19M+6,502↑ INC
MORGAN STANLEYCIK 0000895421
65,042$2.73M+2,985↑ INC
Venturi Wealth Management, LLCCIK 0001666363
63,616$2.67M-2,131↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+558,518$23.40M
Boston PartnersNEW
+105,725$4.43M
ACADIAN ASSET MANAGEMENT LLC↑ INC
+102,018$20.58K
STATE STREET CORP↑ INC
+99,719$16.32M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+93,037$3.90M
TWO SIGMA INVESTMENTS, LP↑ INC
+83,261$7.26M
VANGUARD FIDUCIARY TRUST CONEW
+81,831$3.43M
GOLDMAN SACHS GROUP INC↑ INC
+37,279$4.55M
Y-Intercept (Hong Kong) LtdNEW
+34,639$1.45M
AMERICAN CENTURY COMPANIES INC↑ INC
+31,860$17.17M

Top Trims (Sellers)

FilerΔ SharesValue
BlackRock, Inc.↓ DEC
-64,454$48.27M
JPMORGAN CHASE & CO↓ DEC
-60,897$15.71M
MILLENNIUM MANAGEMENT LLC↓ DEC
-26,825$1.05M
DIMENSIONAL FUND ADVISORS LP↓ DEC
-16,478$18.24M
BRIDGEWAY CAPITAL MANAGEMENT, LLC↓ DEC
-16,018$6.93M
GABELLI FUNDS LLC↓ DEC
-14,877$4.85M
BARCLAYS PLC↓ DEC
-14,411$1.40M
THRIVENT FINANCIAL FOR LUTHERANS↓ DEC
-13,760$312.00
WELLS FARGO & COMPANY/MN↓ DEC
-10,853$195.82K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-9,821$320.79K