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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

Institutions100.0%
Insiders0.9%
Institutions Count550
Institutions 100.0%Insiders 0.9%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$11.17BSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
MASSACHUSETTS FINANCIAL SERVICES CO /MA/CIK 0000912938
13,146,925$1.60B-2,393,546↓ DEC
BlackRock, Inc.CIK 0002012383
18,816,783$1.30B+582,715↑ INC
DODGE & COXCIK 0000200217
16,189,511$1.12B+6,347,505↑ INC
Independent Franchise Partners LLPCIK 0001483866
12,131,944$839.41M+2,995,041↑ INC
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
10,952,962$757.84M-765,800↓ DEC
FMR LLCCIK 0000315066
9,599,109$664.16M+5,128,738↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
8,635,550$597.49M+8,635,550NEW
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
8,278,228$572.77M+8,278,228NEW
STATE STREET CORPCIK 0000093751
6,940,429$480.21M+108,426↑ INC
MORGAN STANLEYCIK 0000895421
6,929,853$479.48M-1,046,812↓ DEC
Invesco Ltd.CIK 0000914208
4,111,538$284.48M+1,321,880↑ INC
Meritage Group LPCIK 0001427119
3,632,870$251.36M-1,701,618↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
3,612,404$249.26M+91,987↑ INC
Ninety One UK LtdCIK 0001418329
3,547,743$245.47M-54,327↓ DEC
Vulcan Value Partners, LLCCIK 0001556785
3,207,405$221.92M+2,144,821↑ INC
CITADEL ADVISORS LLCCIK 0001423053
3,170,709$219.38M+2,731,425↑ INC
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCCIK 0001644956
2,891,187$200.04M-1,074,308↓ DEC
Capital International InvestorsCIK 0001562230
2,828,091$195.68M+1,990,386↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
2,498,573$172.84M+423,286↑ INC
Theleme Partners LLPCIK 0001511881
2,316,882$160.31M+86,000↑ INC
NORTHERN TRUST CORPCIK 0000073124
1,773,621$122.72M-36,476↓ DEC
JPMORGAN CHASE & COCIK 0000019617
1,692,374$112.53M+55,196↑ INC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
1,610,599$110.26M+1,227,430↑ INC
Neuberger Berman Group LLCCIK 0001465109
1,532,428$106.03M-217,404↓ DEC
Bank of New York Mellon CorpCIK 0001390777
1,491,932$103.23M-14,094↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+8,635,550$597.49M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+8,278,228$572.77M
DODGE & COX↑ INC
+6,347,505$1.12B
FMR LLC↑ INC
+5,128,738$664.16M
Independent Franchise Partners LLP↑ INC
+2,995,041$839.41M
CITADEL ADVISORS LLC↑ INC
+2,731,425$219.38M
T. Rowe Price Investment Management, Inc.↑ INC
+2,628,977$505.32K
Vulcan Value Partners, LLC↑ INC
+2,144,821$221.92M
Capital International Investors↑ INC
+1,990,386$195.68M
Invesco Ltd.↑ INC
+1,321,880$284.48M

Top Trims (Sellers)

FilerΔ SharesValue
MASSACHUSETTS FINANCIAL SERVICES CO /MA/↓ DEC
-2,393,546$1.60B
BESSEMER GROUP INC↓ DEC
-1,815,962$135.12K
Meritage Group LP↓ DEC
-1,701,618$251.36M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC↓ DEC
-1,074,308$200.04M
MORGAN STANLEY↓ DEC
-1,046,812$479.48M
Danica Pension, Livsforsikringsaktieselskab↓ DEC
-784,748$40.35M
WELLINGTON MANAGEMENT GROUP LLP↓ DEC
-765,800$757.84M
Squarepoint Ops LLC↓ DEC
-598,717$1.16M
PRICE T ROWE ASSOCIATES INC /MD/↓ DEC
-580,002$13.02K
Pictet Asset Management Holding SA↓ DEC
-578,368$99.89M