AI Holders Summary · Q1 2026

312 institutions reported CNS in Q1 2026. BlackRock, Inc. leads at 23.1% 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

$274M4.4M0.00%Q1 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$103M1.7M0.01%Q1 2026 03

WASATCH ADVISORS LP

CIK 0000814133

$90M1.2M0.59%Q2 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$79M1.3M0.00%Q1 2026 05

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$73M1.2M0.02%Q1 2026 06

STATE STREET CORP

CIK 0000093751

$72M1.1M0.00%Q1 2026 07

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$60M967K0.01%Q1 2026 08

GOLDMAN SACHS GROUP INC

CIK 0000886982

$51M821K0.01%Q1 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$51M809K0.00%Q1 2026 10

Copeland Capital Management, LLC

CIK 0001541743

$51M805K1.13%Q4 2025 11

VICTORY CAPITAL MANAGEMENT INC

CIK 0001040188

$43M685K0.03%Q1 2026 12

Boston Trust Walden Corp

CIK 0001534866

$41M535K0.31%Q2 2026 13

DAVENPORT & Co LLC

CIK 0000887777

$32M424K0.16%Q2 2026 14

MORGAN STANLEY

CIK 0000895421

$28M447K0.00%Q1 2026 15

Bank of New York Mellon Corp

CIK 0001390777

$27M426K0.00%Q1 2026 16

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$26M421K0.02%Q1 2026 17

Grantham, Mayo, Van Otterloo & Co. LLC

CIK 0001352662

$22M358K0.06%Q1 2026 18

GW&K Investment Management, LLC

CIK 0001082917

$22M353K0.19%Q1 2026 19

Clearbridge Investments, LLC

CIK 0001348883

$21M340K0.02%Q1 2026 20

Invesco Ltd.

CIK 0000914208

$21M328K0.00%Q1 2026

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