AI Holders Summary · Q1 2026

146 institutions reported BMRC in Q1 2026. BlackRock, Inc. leads at 17.6% 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

$36M1.4M0.00%Q1 2026 02

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$21M803K0.00%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$16M643K0.00%Q1 2026 04

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$16M623K0.01%Q1 2026 05

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$16M632K0.00%Q1 2026 06

HoldCo Asset Management, LP

CIK 0001724246

$13M504K0.96%Q1 2026 07

MANUFACTURERS LIFE INSURANCE COMPANY, THE

CIK 0000928047

$12M459K0.01%Q1 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$10M390K0.00%Q1 2026 09

AMERIPRISE FINANCIAL INC

CIK 0000820027

$10M375K0.00%Q1 2026 10

STATE STREET CORP

CIK 0000093751

$9M340K0.00%Q1 2026 11

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$7M267K0.01%Q1 2026 12

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

CIK 0001164833

$7M261K0.02%Q1 2026 13

MORGAN STANLEY

CIK 0000895421

$6M240K0.00%Q1 2026 14

HEARTLAND ADVISORS INC

CIK 0000937394

$5M200K0.28%Q4 2025 15

UBS Group AG

CIK 0001610520

$5M200K0.00%Q1 2026 16

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$3M125K0.00%Q1 2026 17

NORTHERN TRUST CORP

CIK 0000073124· Index

$3M125K0.00%Q1 2026 18

Westmount Partners, LLC

CIK 0002051491

$3M115K0.70%Q2 2026 19

KENNEDY CAPITAL MANAGEMENT LLC

CIK 0000884589

$3M123K0.07%Q1 2026 20

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$3M119K0.00%Q1 2026

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