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

Institutions66.6%
Insiders3.2%
Institutions Count237
Institutions 66.6%Insiders 3.2%Float (Other) 30.3%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$1.24BSum 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
6,162,370$234.79M+31,098↑ INC
Neuberger Berman Group LLCCIK 0001465109
3,017,098$114.95M-50,449↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
2,501,979$95.33M+2,501,979NEW
SCHRODER INVESTMENT MANAGEMENT GROUPCIK 0001086619
2,382,703$90.78M+574,846↑ INC
STATE STREET CORPCIK 0000093751
2,175,966$82.90M+479,670↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,829,676$69.71M+228,864↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,719,532$65.51M+1,719,532NEW
BANK OF MONTREAL /CAN/CIK 0000927971
1,590,468$60.60M+1,148,865↑ INC
SILVERCREST ASSET MANAGEMENT GROUP LLCCIK 0001232395
972,666$37.06M+51,377↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
970,757$36.99M+16,853↑ INC
Clarkston Capital Partners, LLCCIK 0001562855
942,556$35.91M-1,675,389↓ DEC
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCCIK 0001644956
821,987$31.32M+27,087↑ INC
Invesco Ltd.CIK 0000914208
816,485$31.11M+180,434↑ INC
Bank of New York Mellon CorpCIK 0001390777
796,191$30.33M-31,613↓ DEC
PALISADE CAPITAL MANAGEMENT, LPCIK 0001009006
780,840$29.75M-41,357↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
747,634$28.48M+75,501↑ INC
MORGAN STANLEYCIK 0000895421
683,998$26.06M+62,214↑ INC
Madison Avenue Partners, LPCIK 0001801265
678,417$25.85M-468,841↓ DEC
JPMORGAN CHASE & COCIK 0000019617
614,489$23.33M-20,624↓ DEC
JANE STREET GROUP, LLCCIK 0001595888
440,652$16.79M+432,542↑ INC
NEUMEIER POMA INVESTMENT COUNSEL LLCCIK 0001044936
410,565$15.64M+16,850↑ INC
FMR LLCCIK 0000315066
407,527$15.53M+29,294↑ INC
NORTHERN TRUST CORPCIK 0000073124
403,596$15.38M+21,260↑ INC
Access Investment Management LLCCIK 0002010477
366,520$13.96M+210,580↑ INC
Allianz Asset Management GmbHCIK 0001535323
366,309$13.96M+125,924↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+2,501,979$95.33M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,719,532$65.51M
BANK OF MONTREAL /CAN/↑ INC
+1,148,865$60.60M
SCHRODER INVESTMENT MANAGEMENT GROUP↑ INC
+574,846$90.78M
STATE STREET CORP↑ INC
+479,670$82.90M
JANE STREET GROUP, LLC↑ INC
+432,542$16.79M
VANGUARD FIDUCIARY TRUST CONEW
+278,474$10.61M
DIMENSIONAL FUND ADVISORS LP↑ INC
+228,864$69.71M
Access Investment Management LLC↑ INC
+210,580$13.96M
Invesco Ltd.↑ INC
+180,434$31.11M

Top Trims (Sellers)

FilerΔ SharesValue
Clarkston Capital Partners, LLC↓ DEC
-1,675,389$35.91M
Madison Avenue Partners, LP↓ DEC
-468,841$25.85M
Qube Research & Technologies Ltd↓ DEC
-232,677$4.52M
GOLDMAN SACHS GROUP INC↓ DEC
-179,285$13.49M
BALYASNY ASSET MANAGEMENT L.P.↓ DEC
-77,421$7.02M
WINTON GROUP Ltd↓ DEC
-71,371$323.85K
BARCLAYS PLC↓ DEC
-55,345$560.72K
Neuberger Berman Group LLC↓ DEC
-50,449$114.95M
Atom Investors LP↓ DEC
-49,848$1.37M
THOMPSON SIEGEL & WALMSLEY LLC↓ DEC
-49,041$7.10K