AI Holders Summary · Q2 2026

510 institutions reported BMI in Q2 2026. BlackRock, Inc. leads at 24.7% 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

$726M4.9M0.01%Q2 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$372M2.5M0.02%Q2 2026 03

STATE STREET CORP

CIK 0000093751

$245M1.7M0.01%Q2 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$195M1.3M0.00%Q2 2026 05

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$150M1.0M0.01%Q2 2026 06

Impax Asset Management Group plc

CIK 0001749768

$140M946K0.91%Q2 2026 07

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$115M772K0.07%Q2 2026 08

MORGAN STANLEY

CIK 0000895421

$110M740K0.01%Q2 2026 09

Boston Trust Walden Corp

CIK 0001534866

$108M729K0.82%Q2 2026 10

UBS Group AG

CIK 0001610520

$93M629K0.01%Q2 2026 11

Amundi

CIK 0001330387

$88M590K0.02%Q2 2026 12

Pictet Asset Management Holding SA

CIK 0001993888

$85M574K0.08%Q2 2026 13

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$77M517K0.01%Q2 2026 14

Invesco Ltd.

CIK 0000914208

$75M505K0.01%Q2 2026 15

Neuberger Berman Group LLC

CIK 0001465109

$74M500K0.05%Q2 2026 16

BANK OF AMERICA CORP /DE/

CIK 0000070858

$68M461K0.00%Q2 2026 17

JPMORGAN CHASE & CO

CIK 0000019617

$60M435K0.00%Q2 2026 18

NORTHERN TRUST CORP

CIK 0000073124· Index

$56M380K0.01%Q2 2026 19

NORGES BANK

CIK 0001374170· Sovereign

$56M374K0.01%Q2 2026 20

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$50M335K0.01%Q2 2026

Page 1 of 26

490 more holders available. Log in →