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.
| Filer | Shares | Market Value | Δ Shares | Change |
|---|---|---|---|---|
BlackRock, Inc.CIK 0002012383 | 10,947,235 | $481.46M | +30,714 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 5,536,721 | $243.50M | +5,536,721 | NEW |
FMR LLCCIK 0000315066 | 4,787,584 | $210.56M | -89,283 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 3,607,593 | $158.66M | +3,607,593 | NEW |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 2,928,768 | $128.81M | -215,800 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 2,908,891 | $127.93M | -2,328 | ↓ DEC |
CITADEL ADVISORS LLCCIK 0001423053 | 2,305,782 | $101.41M | +417,893 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 1,928,509 | $85.61M | +569,057 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 1,920,590 | $84.46M | +19,888 | ↑ INC |
Azora Capital LPCIK 0001700272 | 1,880,990 | $82.73M | +1,466,016 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 1,518,470 | $66.78M | -35,508 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 1,357,276 | $59.71M | -38,410 | ↓ DEC |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 1,362,519 | $59.46M | +139,249 | ↑ INC |
Portolan Capital Management, LLCCIK 0001350290 | 1,211,887 | $53.30M | +835,604 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 1,070,237 | $47.07M | +59,130 | ↑ INC |
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710 | 1,070,098 | $47.06M | +1,013,064 | ↑ INC |
Focus Partners WealthCIK 0001542153 | 958,154 | $42.14M | +71,223 | ↑ INC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 880,655 | $38.73M | -251,691 | ↓ DEC |
Freestone Grove Partners LPCIK 0002007591 | 690,419 | $30.36M | +152,336 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 674,724 | $29.67M | +71,563 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 672,405 | $29.57M | +360,288 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 632,382 | $27.75M | +19,177 | ↑ INC |
Bank of New York Mellon CorpCIK 0001390777 | 628,693 | $27.65M | +4,183 | ↑ INC |
Qube Research & Technologies LtdCIK 0001729829 | 609,027 | $26.79M | -600,556 | ↓ DEC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 571,853 | $25.15M | -312,272 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +5,536,721 | $243.50M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +3,607,593 | $158.66M |
Azora Capital LP↑ INC | +1,466,016 | $82.73M |
BALYASNY ASSET MANAGEMENT L.P.↑ INC | +1,013,064 | $47.06M |
Portolan Capital Management, LLC↑ INC | +835,604 | $53.30M |
Allspring Global Investments Holdings, LLC↑ INC | +569,057 | $85.61M |
VANGUARD FIDUCIARY TRUST CONEW | +496,000 | $21.81M |
MACKENZIE FINANCIAL CORP↑ INC | +420,509 | $19.07M |
CITADEL ADVISORS LLC↑ INC | +417,893 | $101.41M |
BANK OF AMERICA CORP /DE/↑ INC | +360,288 | $29.57M |
| Filer | Δ Shares | Value |
|---|---|---|
Invesco Ltd.↓ DEC | -1,928,106 | $16.46M |
Qube Research & Technologies Ltd↓ DEC | -600,556 | $26.79M |
Allianz Asset Management GmbH↓ DEC | -579,794 | $23.65M |
Squarepoint Ops LLC↓ DEC | -524,863 | $372.07K |
FIRST TRUST ADVISORS LP↓ DEC | -312,272 | $25.15M |
WELLINGTON MANAGEMENT GROUP LLP↓ DEC | -255,888 | $24.60M |
MILLENNIUM MANAGEMENT LLC↓ DEC | -251,691 | $38.73M |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC↓ DEC | -217,861 | $7.49M |
RENAISSANCE TECHNOLOGIES LLC↓ DEC | -215,800 | $128.81M |
Point72 Asset Management, L.P.↓ DEC | -205,248 | $1.79M |