Stockfacts
Use CasesDocsPricing
Log inSign up free
OverviewFinancialsTrendsTranscriptsOptionsInstitutionsInsidersCorporate ActionsSEC Filings
Stockfacts

EOD US-equity data for investors and AI agents

Data is end-of-day, not real-time, and not investment advice

Use CasesDashboard

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

Institutions–
Insiders–
Institutions Count3,766
Institutions –Insiders –Float (Other) 100.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$174.41BSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Vanguard Global Advisers, LLCCIK 0001811242
39,600,312$23.66B+39,600,312NEW
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEMCIK 0000919079
33,635,939$20.10B+2,049,100↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
30,640,543$18.31B+1,292,980↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
27,441,061$16.40B+354,072↑ INC
JPMORGAN CHASE & COCIK 0000019617
27,256,597$15.83B+15,568,104↑ INC
MORGAN STANLEYCIK 0000895421
24,365,727$14.56B-202,645↓ DEC
JONES FINANCIAL COMPANIES LLLPCIK 0000815917
17,095,668$9.97B+2,657,523↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
15,062,213$9.00B+990,552↑ INC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
10,680,171$6.38B+4,183,120↑ INC
ROYAL BANK OF CANADACIK 0001000275
6,424,852$3.84B-14,932,081↓ DEC
LPL Financial LLCCIK 0001403438
6,405,068$3.83B-410,812↓ DEC
WELLS FARGO & COMPANY/MNCIK 0000072971
6,246,795$3.73B+64,205↑ INC
NATIXISCIK 0001274981
6,093,641$3.64B-2,156,583↓ DEC
MERCER GLOBAL ADVISORS INC /ADVCIK 0000853758
5,258,941$3.14B-123,734↓ DEC
UBS Group AGCIK 0001610520
4,690,525$2.80B+654,824↑ INC
ASSETMARK, INCCIK 0001344551
3,723,036$2.22B+260,752↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
3,698,917$2.21B-1,294,320↓ DEC
USS Investment Management LtdCIK 0001587381
3,495,162$2.09B+3,088,758↑ INC
Alberta Investment Management CorpCIK 0001463559
3,358,186$2.01B+1,406,714↑ INC
CITIGROUP INCCIK 0000831001
3,113,317$1.86B-43,069↓ DEC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
3,103,527$1.85B+1,961,092↑ INC
MONETA GROUP INVESTMENT ADVISORS LLCCIK 0001120927
3,006,863$1.80B-29,820↓ DEC
National Mutual Insurance Federation of Agricultural CooperativesCIK 0001542927
2,925,650$1.75B–no_change
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802
2,887,575$1.73B+2,882,463↑ INC
Corient Private Wealth LLCCIK 0001948780
2,985,961$1.70B-201,745↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
Vanguard Global Advisers, LLCNEW
+39,600,312$23.66B
JPMORGAN CHASE & CO↑ INC
+15,568,104$15.83B
ENVESTNET ASSET MANAGEMENT INC↑ INC
+4,183,120$6.38B
USS Investment Management Ltd↑ INC
+3,088,758$2.09B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC
+2,882,463$1.73B
JONES FINANCIAL COMPANIES LLLP↑ INC
+2,657,523$9.97B
OLD MISSION CAPITAL LLC↑ INC
+2,224,298$162.16M
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM↑ INC
+2,049,100$20.10B
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC
+1,961,092$1.85B
Innovator Capital Management, LLCNEW
+1,542,283$921.59M

Top Trims (Sellers)

FilerΔ SharesValue
ROYAL BANK OF CANADA↓ DEC
-14,932,081$3.84B
Capula Management Ltd↓ DEC
-11,839,121$38.54M
Rockefeller Capital Management L.P.↓ DEC
-6,561,391$834.57M
TEACHER RETIREMENT SYSTEM OF TEXAS↓ DEC
-5,768,943$506.02M
Bank of New York Mellon Corp↓ DEC
-3,289,689$161.09M
NATIXIS↓ DEC
-2,156,583$3.64B
Align Financial, LLC↓ DEC
-1,972,882$1.87M
MACQUARIE GROUP LTD↓ DEC
-1,851,010$310.73M
Envestnet Portfolio Solutions, Inc.↓ DEC
-1,584,448$164.60M
AMERIPRISE FINANCIAL INC↓ DEC
-1,294,320$2.21B