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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

Institutions11.2%
Insiders0.0%
Institutions Count1,124
Institutions 11.2%Insiders 0.0%Float (Other) 88.8%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$9.01BSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
39,930,443$2.27B+8,378,511↑ INC
Fisher Asset Management, LLCCIK 0000850529
21,266,788$1.21B+608,050↑ INC
GQG Partners LLCCIK 0001697233
9,401,286$535.59M+382,436↑ INC
MORGAN STANLEYCIK 0000895421
9,359,595$533.22M+603,633↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
6,661,426$379.50M+937,346↑ INC
STATE FARM MUTUAL AUTOMOBILE INSURANCE COCIK 0000315032
6,122,449$348.80M–no_change
Clearbridge Investments, LLCCIK 0001348883
5,636,063$321.09M+112,207↑ INC
FMR LLCCIK 0000315066
5,563,094$316.93M+979,721↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
4,608,789$262.56M+521,128↑ INC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
4,519,601$257.48M+1,647,672↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
4,458,780$254.02M-197,800↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
4,384,941$249.84M+2,089↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
4,171,926$237.68M+555,323↑ INC
BARROW HANLEY MEWHINNEY & STRAUSS LLCCIK 0000313028
3,659,488$208.48M-449,139↓ DEC
ROYAL BANK OF CANADACIK 0001000275
3,403,807$193.91M+406,610↑ INC
JPMORGAN CHASE & COCIK 0000019617
3,153,230$189.13M+661,962↑ INC
LAZARD ASSET MANAGEMENT LLCCIK 0001207017
2,794,600$159.21M+2,433,625↑ INC
Cullen Capital Management, LLCCIK 0001362535
2,647,695$150.84M+460,904↑ INC
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833
2,617,390$149.11M-106,230↓ DEC
Hamlin Capital Management, LLCCIK 0001277403
2,440,645$139.04M+116,372↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
2,439,946$139.00M-34,914↓ DEC
BlackRock, Inc.CIK 0002012383
2,321,399$132.25M+13,056↑ INC
FIDUCIARY MANAGEMENT INC /WI/CIK 0000764532
2,294,923$130.74M-273,795↓ DEC
NORTHERN TRUST CORPCIK 0000073124
2,095,206$119.36M-300↓ DEC
EQUITY INVESTMENT CORPCIK 0001685771
1,950,151$111.10M+106,917↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
WELLINGTON MANAGEMENT GROUP LLP↑ INC
+8,378,511$2.27B
LAZARD ASSET MANAGEMENT LLC↑ INC
+2,433,625$159.21M
ENVESTNET ASSET MANAGEMENT INC↑ INC
+1,647,672$257.48M
RENAISSANCE TECHNOLOGIES LLCNEW
+1,177,936$67.11M
JONES FINANCIAL COMPANIES LLLP↑ INC
+1,126,402$70.97M
Connor, Clark & Lunn Investment Management Ltd.↑ INC
+1,125,404$78.27M
Qube Research & Technologies LtdNEW
+1,072,089$61.08M
FMR LLC↑ INC
+979,721$316.93M
JANE STREET GROUP, LLC↑ INC
+943,935$61.09M
BANK OF AMERICA CORP /DE/↑ INC
+937,346$379.50M

Top Trims (Sellers)

FilerΔ SharesValue
JENNISON ASSOCIATES LLC↓ DEC
-758,806$43.31M
BARROW HANLEY MEWHINNEY & STRAUSS LLC↓ DEC
-449,139$208.48M
HF Advisory Group, LLC↓ DEC
-352,555$2.04M
FIDUCIARY MANAGEMENT INC /WI/↓ DEC
-273,795$130.74M
Corient Private Wealth LLC↓ DEC
-257,723$25.05M
WELLS FARGO & COMPANY/MN↓ DEC
-197,800$254.02M
FRANKLIN RESOURCES INC↓ DEC
-193,865$9.34M
Federation des caisses Desjardins du Quebec↓ DEC
-191,180$32.87M
Allspring Global Investments Holdings, LLC↓ DEC
-166,507$79.17M
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC↓ DEC
-106,230$149.11M