AI Holders Summary · Q1 2026

569 institutions reported CFR in Q1 2026. BlackRock, Inc. leads at 19.5% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$971M7.1M0.02%Q1 2026 02

Aristotle Capital Management, LLC

CIK 0000860644

$653M4.8M1.37%Q1 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$442M3.2M0.02%Q1 2026 04

STATE STREET CORP

CIK 0000093751

$425M3.1M0.01%Q1 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$371M2.7M0.01%Q1 2026 06

First Eagle Investment Management, LLC

CIK 0001325447

$311M2.3M0.53%Q1 2026 07

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$210M1.5M0.04%Q1 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$182M1.3M0.01%Q1 2026 09

KING LUTHER CAPITAL MANAGEMENT CORP

CIK 0000310051

$182M1.3M0.79%Q1 2026 10

BANK OF AMERICA CORP /DE/

CIK 0000070858

$166M1.2M0.01%Q1 2026 11

NORTHERN TRUST CORP

CIK 0000073124· Index

$130M946K0.02%Q1 2026 12

Champlain Investment Partners, LLC

CIK 0001315478

$117M855K1.49%Q1 2026 13

MORGAN STANLEY

CIK 0000895421

$117M852K0.01%Q1 2026 14

Boston Trust Walden Corp

CIK 0001534866

$113M732K0.86%Q2 2026 15

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$108M790K0.08%Q1 2026 16

WESTWOOD HOLDINGS GROUP INC

CIK 0001165002

$102M744K0.74%Q1 2026 17

GOLDMAN SACHS GROUP INC

CIK 0000886982

$96M702K0.01%Q1 2026 18

PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328

$91M662K0.05%Q1 2026 19

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$90M660K0.07%Q1 2026 20

JANUS HENDERSON GROUP PLC

CIK 0001274173

$89M647K0.04%Q1 2026

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