AI Holders Summary · Q1 2026

572 institutions reported ATR in Q1 2026. BlackRock, Inc. leads at 15.1% 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

$767M6.1M0.01%Q1 2026 02

STATE FARM MUTUAL AUTOMOBILE INSURANCE CO

CIK 0000315032

$598M4.7M0.47%Q1 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$475M3.8M0.02%Q1 2026 04

MORGAN STANLEY

CIK 0000895421

$425M3.4M0.03%Q1 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$364M2.9M0.01%Q1 2026 06

STATE STREET CORP

CIK 0000093751

$351M2.8M0.01%Q1 2026 07

VICTORY CAPITAL MANAGEMENT INC

CIK 0001040188

$305M2.4M0.20%Q1 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$214M1.7M0.01%Q1 2026 09

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$190M1.5M0.04%Q1 2026 10

River Road Asset Management, LLC

CIK 0001341401

$169M1.4M1.88%Q2 2026 11

Boston Trust Walden Corp

CIK 0001534866

$163M1.3M1.24%Q2 2026 12

FIDUCIARY MANAGEMENT INC /WI/

CIK 0000764532

$158M1.3M1.96%Q1 2026 13

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$154M1.2M0.07%Q1 2026 14

Neuberger Berman Group LLC

CIK 0001465109

$148M1.2M0.11%Q1 2026 15

NORTHERN TRUST CORP

CIK 0000073124· Index

$135M1.1M0.02%Q1 2026 16

FMR LLC

CIK 0000315066

$130M1.0M0.01%Q1 2026 17

LONDON CO OF VIRGINIA

CIK 0001259887

$104M829K0.64%Q1 2026 18

Mawer Investment Management Ltd.

CIK 0001538449

$83M657K0.54%Q1 2026 19

Williams Jones Wealth Management, LLC.

CIK 0001788587

$74M587K0.91%Q1 2026 20

FEDERATED HERMES, INC.

CIK 0001056288

$71M560K0.11%Q1 2026

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