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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

Institutions99.6%
Insiders2.6%
Institutions Count221
Institutions 99.6%Insiders 2.6%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$875.50MSum 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
2,208,511$165.55M+8,591↑ INC
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCCIK 0001021223
1,065,856$79.90M-146,404↓ DEC
MORGAN STANLEYCIK 0000895421
1,002,468$75.15M-865↓ DEC
Copeland Capital Management, LLCCIK 0001541743
836,831$62.73M+50,717↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
664,062$49.78M+664,062NEW
STATE STREET CORPCIK 0000093751
648,387$48.90M-40↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
554,621$41.57M+54,656↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
507,394$38.03M+15,668↑ INC
SOUTHERNSUN ASSET MANAGEMENT, LLCCIK 0001089755
439,904$32.98M-39,632↓ DEC
Boston Trust Walden CorpCIK 0001534866
400,109$29.99M-52,205↓ DEC
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCCIK 0001644956
377,863$28.32M+7,156↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
365,955$27.44M+10,718↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
336,447$25.22M+70,107↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
312,309$23.41M+312,309NEW
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
273,109$20.47M+2,564↑ INC
SCHRODER INVESTMENT MANAGEMENT GROUPCIK 0001086619
256,515$19.18M-107,738↓ DEC
Point72 Asset Management, L.P.CIK 0001603466
241,402$18.10M-143,787↓ DEC
NORTHERN TRUST CORPCIK 0000073124
210,928$15.81M-3,538↓ DEC
CRAWFORD INVESTMENT COUNSEL INCCIK 0000837592
151,877$11.38M+3,757↑ INC
FMR LLCCIK 0000315066
148,034$11.10M+18,195↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
146,968$11.02M-920↓ DEC
Rockefeller Capital Management L.P.CIK 0001739439
134,140$10.11M-44,551↓ DEC
ROYAL BANK OF CANADACIK 0001000275
133,777$10.03M+24,081↑ INC
Bank of New York Mellon CorpCIK 0001390777
131,676$9.87M-3,048↓ DEC
WELLS FARGO & COMPANY/MNCIK 0000072971
126,168$9.46M-21,580↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+664,062$49.78M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+312,309$23.41M
VANGUARD FIDUCIARY TRUST CONEW
+103,870$7.79M
TWO SIGMA INVESTMENTS, LP↑ INC
+77,541$7.69M
AMERICAN CENTURY COMPANIES INC↑ INC
+70,107$25.22M
UBS Group AG↑ INC
+61,028$6.35M
BANK OF AMERICA CORP /DE/↑ INC
+54,656$41.57M
Copeland Capital Management, LLC↑ INC
+50,717$62.73M
Man Group plc↑ INC
+43,575$3.47M
ROYAL BANK OF CANADA↑ INC
+24,081$10.03M

Top Trims (Sellers)

FilerΔ SharesValue
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC↓ DEC
-146,404$79.90M
Point72 Asset Management, L.P.↓ DEC
-143,787$18.10M
SCHRODER INVESTMENT MANAGEMENT GROUP↓ DEC
-107,738$19.18M
Boston Trust Walden Corp↓ DEC
-52,205$29.99M
Rockefeller Capital Management L.P.↓ DEC
-44,551$10.11M
SOUTHERNSUN ASSET MANAGEMENT, LLC↓ DEC
-39,632$32.98M
JANE STREET GROUP, LLC↓ DEC
-39,056$3.57M
M&T BANK CORP↓ DEC
-24,699$298.12K
WELLS FARGO & COMPANY/MN↓ DEC
-21,580$9.46M
BARCLAYS PLC↓ DEC
-21,181$223.38K