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

Institutions98.2%
Insiders1.4%
Institutions Count276
Institutions 98.2%Insiders 1.4%Float (Other) 0.4%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$1.56BSum 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
24,218,719$346.09M+559,098↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
8,270,516$118.19M+8,270,516NEW
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
6,633,759$94.80M+6,633,759NEW
STATE STREET CORPCIK 0000093751
6,199,602$88.59M+247,647↑ INC
BANK OF MONTREAL /CAN/CIK 0000927971
5,789,907$82.74M+5,778,147↑ INC
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
5,469,915$78.17M-1,589,322↓ DEC
WESTWOOD HOLDINGS GROUP INCCIK 0001165002
4,499,500$64.30M-261,755↓ DEC
JPMORGAN CHASE & COCIK 0000019617
4,485,100$63.42M-421,479↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
4,066,831$58.13M+122,391↑ INC
MORGAN STANLEYCIK 0000895421
3,888,627$55.57M-305,378↓ DEC
SNYDER CAPITAL MANAGEMENT L PCIK 0001050477
3,820,007$54.59M+1,360,138↑ INC
MACKENZIE FINANCIAL CORPCIK 0000919859
3,718,999$53.14M+37,085↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
3,678,081$52.56M+1,295,645↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
3,287,840$46.98M-29,010↓ DEC
River Road Asset Management, LLCCIK 0001341401
3,038,729$43.42M+53,969↑ INC
Sunriver Management LLCCIK 0001663900
2,943,917$42.07M-13,059↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
2,779,901$39.72M-144,880↓ DEC
NORTHERN TRUST CORPCIK 0000073124
1,993,653$28.49M-37,622↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
1,821,387$26.03M+20,283↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
1,576,119$22.52M+403,638↑ INC
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLCCIK 0001056549
1,544,812$22.08M-824,041↓ DEC
DAVENPORT & Co LLCCIK 0000887777
1,356,925$19.39M+59,975↑ INC
Qube Research & Technologies LtdCIK 0001729829
1,349,268$19.28M+723,394↑ INC
PALISADE CAPITAL MANAGEMENT, LPCIK 0001009006
1,283,413$18.34M-99,906↓ DEC
SEI INVESTMENTS COCIK 0000350894
1,213,838$17.35M+115,968↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+8,270,516$118.19M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+6,633,759$94.80M
BANK OF MONTREAL /CAN/↑ INC
+5,778,147$82.74M
SNYDER CAPITAL MANAGEMENT L P↑ INC
+1,360,138$54.59M
AMERICAN CENTURY COMPANIES INC↑ INC
+1,295,645$52.56M
VANGUARD FIDUCIARY TRUST CONEW
+1,102,406$15.75M
Qube Research & Technologies Ltd↑ INC
+723,394$19.28M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↑ INC
+629,754$13.36M
BlackRock, Inc.↑ INC
+559,098$346.09M
MILLENNIUM MANAGEMENT LLC↑ INC
+549,160$11.65M

Top Trims (Sellers)

FilerΔ SharesValue
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC↓ DEC
-3,050,331$5.55M
WELLINGTON MANAGEMENT GROUP LLP↓ DEC
-1,589,322$78.17M
JANE STREET GROUP, LLC↓ DEC
-1,098,342$1.60M
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC↓ DEC
-824,041$22.08M
Tidal Investments LLC↓ DEC
-473,943$174.64K
WCM INVESTMENT MANAGEMENT, LLC↓ DEC
-447,982$12.06M
Nuveen, LLC↓ DEC
-442,979$14.52M
JPMORGAN CHASE & CO↓ DEC
-421,479$63.42M
MORGAN STANLEY↓ DEC
-305,378$55.57M
WESTWOOD HOLDINGS GROUP INC↓ DEC
-261,755$64.30M