AI Holders Summary · Q1 2026

253 institutions reported AGM in Q1 2026. BlackRock, Inc. leads at 12.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$109M737K0.00%Q1 2026 02

THRIVENT FINANCIAL FOR LUTHERANS

CIK 0000314984

$65M439K0.12%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$59M397K0.00%Q1 2026 04

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$59M395K0.01%Q1 2026 05

PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328

$52M351K0.03%Q1 2026 06

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$48M324K0.01%Q1 2026 07

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$48M323K0.02%Q1 2026 08

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$47M318K0.01%Q1 2026 09

Copeland Capital Management, LLC

CIK 0001541743

$42M241K0.94%Q4 2025 10

Boston Partners

CIK 0001386060

$41M278K0.04%Q1 2026 11

Capital World Investors

CIK 0001422849

$41M276K0.01%Q1 2026 12

CAPTRUST FINANCIAL ADVISORS

CIK 0001512024

$39M266K0.07%Q1 2026 13

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$34M230K0.00%Q1 2026 14

LOOMIS SAYLES & CO L P

CIK 0000312348

$32M219K0.04%Q1 2026 15

STATE STREET CORP

CIK 0000093751

$32M214K0.00%Q1 2026 16

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$31M215K0.01%Q1 2026 17

Invesco Ltd.

CIK 0000914208

$17M116K0.00%Q1 2026 18

RICE HALL JAMES & ASSOCIATES, LLC

CIK 0001230765

$17M115K0.95%Q1 2026 19

NORTHERN TRUST CORP

CIK 0000073124· Index

$17M113K0.00%Q1 2026 20

WEYBOSSET RESEARCH & MANAGEMENT LLC

CIK 0001280604

$15M104K4.44%Q1 2026

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