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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

Institutions81.5%
Insiders16.4%
Institutions Count220
Institutions 81.5%Insiders 16.4%Float (Other) 2.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$412.92MSum 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
5,645,280$44.71M+33,752↑ INC
Copeland Capital Management, LLCCIK 0001541743
4,063,561$32.18M+613,699↑ INC
JPMORGAN CHASE & COCIK 0000019617
4,097,184$32.08M-1,395,248↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
4,030,830$31.92M+4,030,830NEW
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
3,160,932$25.03M+3,160,932NEW
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710
2,623,324$20.78M+462,565↑ INC
Alyeska Investment Group, L.P.CIK 0001453072
2,558,300$20.26M+143,509↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,998,089$15.82M+355,460↑ INC
Focus Partners WealthCIK 0001542153
1,991,828$15.78M+1,336,246↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
1,811,332$14.35M+3,065↑ INC
STATE STREET CORPCIK 0000093751
1,758,137$13.92M+72,746↑ INC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
1,725,964$13.67M+1,247,483↑ INC
Woodline Partners LPCIK 0001784547
1,642,579$13.01M+1,642,579NEW
MARSHALL WACE, LLPCIK 0001318757
1,457,204$11.54M-201,298↓ DEC
AMERIPRISE FINANCIAL INCCIK 0000820027
1,446,392$11.46M-3,368,097↓ DEC
JENNISON ASSOCIATES LLCCIK 0000053417
1,393,133$11.03M-437,091↓ DEC
MASSACHUSETTS FINANCIAL SERVICES CO /MA/CIK 0000912938
1,368,664$10.84M-72,718↓ DEC
DF DENT & CO INCCIK 0000934999
1,325,603$10.50M+26,353↑ INC
UBS Group AGCIK 0001610520
1,313,976$10.41M+380,777↑ INC
Ceredex Value Advisors LLCCIK 0001738726
1,264,500$10.01M+1,264,500NEW
MILLENNIUM MANAGEMENT LLCCIK 0001273087
1,239,093$9.81M-1,303,124↓ DEC
FMR LLCCIK 0000315066
1,213,158$9.61M+159,062↑ INC
First Eagle Investment Management, LLCCIK 0001325447
1,129,750$8.95M+243,500↑ INC
NORTHERN TRUST CORPCIK 0000073124
987,109$7.82M-20,026↓ DEC
ROYAL BANK OF CANADACIK 0001000275
937,060$7.42M+356,428↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+4,030,830$31.92M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+3,160,932$25.03M
Woodline Partners LPNEW
+1,642,579$13.01M
THOMPSON SIEGEL & WALMSLEY LLCNEW
+1,588,297$12.58K
Focus Partners Wealth↑ INC
+1,336,246$15.78M
Ceredex Value Advisors LLCNEW
+1,264,500$10.01M
TWO SIGMA INVESTMENTS, LP↑ INC
+1,247,483$13.67M
Copeland Capital Management, LLC↑ INC
+613,699$32.18M
SYSTEMATIC FINANCIAL MANAGEMENT LP↑ INC
+561,961$6.73M
VANGUARD FIDUCIARY TRUST CONEW
+506,784$4.01M

Top Trims (Sellers)

FilerΔ SharesValue
AMERIPRISE FINANCIAL INC↓ DEC
-3,368,097$11.46M
JPMORGAN CHASE & CO↓ DEC
-1,395,248$32.08M
MILLENNIUM MANAGEMENT LLC↓ DEC
-1,303,124$9.81M
GOLDMAN SACHS GROUP INC↓ DEC
-867,295$6.99M
CITADEL ADVISORS LLC↓ DEC
-579,475$2.08M
Squarepoint Ops LLC↓ DEC
-539,270$3.60M
JENNISON ASSOCIATES LLC↓ DEC
-437,091$11.03M
MORGAN STANLEY↓ DEC
-401,243$4.71M
JANE STREET GROUP, LLC↓ DEC
-393,005$594.79K
CRAWFORD INVESTMENT COUNSEL INC↓ DEC
-281,113$79.20K