AI Holders Summary · Q1 2026

502 institutions reported BMI in Q1 2026. BlackRock, Inc. leads at 26.8% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(7 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$754M5.0M0.01%Q1 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$374M2.5M0.02%Q1 2026 03

STATE STREET CORP

CIK 0000093751

$232M1.5M0.01%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$198M1.3M0.00%Q1 2026 05

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$143M939K0.01%Q1 2026 06

UBS Group AG

CIK 0001610520

$131M858K0.02%Q1 2026 07

Invesco Ltd.

CIK 0000914208

$119M778K0.02%Q1 2026 08

MORGAN STANLEY

CIK 0000895421

$101M663K0.01%Q1 2026 09

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$85M560K0.06%Q1 2026 10

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$82M540K0.02%Q1 2026 11

Boston Trust Walden Corp

CIK 0001534866

$81M530K0.66%Q1 2026 12

GOLDMAN SACHS GROUP INC

CIK 0000886982

$71M465K0.01%Q1 2026 13

JPMORGAN CHASE & CO

CIK 0000019617

$70M476K0.00%Q1 2026 14

Amundi

CIK 0001330387

$70M459K0.02%Q1 2026 15

Pictet Asset Management Holding SA

CIK 0001993888

$60M394K0.06%Q1 2026 16

Neuberger Berman Group LLC

CIK 0001465109

$53M347K0.04%Q1 2026 17

NORTHERN TRUST CORP

CIK 0000073124· Index

$51M332K0.01%Q1 2026 18

MARSHALL WACE, LLP

CIK 0001318757

$49M280K0.04%Q4 2025 19

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$49M320K0.01%Q1 2026 20

BAMCO INC /NY/

CIK 0001017918

$48M312K0.14%Q1 2026

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