AI Holders Summary · Q2 2026

437 institutions reported BTSG in Q2 2026. Kohlberg Kravis Roberts & Co. L.P. leads at 18.9% 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

Kohlberg Kravis Roberts & Co. L.P.

CIK 0001399770

$1.9B26.8M32.78%Q2 2026 02

BlackRock, Inc.

CIK 0002012383

$1.7B24.0M0.02%Q2 2026 03

FMR LLC

CIK 0000315066

$934M13.4M0.04%Q2 2026 04

Invesco Ltd.

CIK 0000914208

$833M11.9M0.07%Q2 2026 05

Vanguard Portfolio Management

CIK 0002100121· Index

$694M9.9M0.03%Q2 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$510M7.3M0.01%Q2 2026 07

PRICE T ROWE ASSOCIATES INC /MD/

CIK 0000080255

$455M10.7M0.05%Q1 2026 08

STATE STREET CORP

CIK 0000093751

$437M6.3M0.01%Q2 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$376M5.2M0.02%Q2 2026 10

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$325M7.6M0.22%Q1 2026 11

MANUFACTURERS LIFE INSURANCE COMPANY, THE

CIK 0000928047

$239M3.4M0.19%Q2 2026 12

FULLER & THALER ASSET MANAGEMENT, INC.

CIK 0001082327

$234M3.4M0.64%Q2 2026 13

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$230M3.3M0.10%Q2 2026 14

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$191M2.7M0.03%Q2 2026 15

MARSHALL WACE, LLP

CIK 0001318757

$184M2.6M0.15%Q2 2026 16

MORGAN STANLEY

CIK 0000895421

$151M2.2M0.01%Q2 2026 17

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$146M2.1M0.06%Q2 2026 18

NORGES BANK

CIK 0001374170· Sovereign

$136M2.0M0.01%Q2 2026 19

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$133M3.6M0.04%Q1 2026 20

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$132M1.9M0.02%Q2 2026

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