AI Holders Summary · Q1 2026

358 institutions reported CWT in Q1 2026. BlackRock, Inc. leads at 25.4% 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

$467M10.3M0.01%Q1 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$194M4.3M0.01%Q1 2026 03

Amundi

CIK 0001330387

$157M3.5M0.04%Q1 2026 04

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$155M3.4M0.11%Q1 2026 05

STATE STREET CORP

CIK 0000093751

$141M3.1M0.00%Q1 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$121M2.7M0.00%Q1 2026 07

NUANCE INVESTMENTS, LLC

CIK 0001473182

$73M1.6M10.14%Q1 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$67M1.5M0.00%Q1 2026 09

FMR LLC

CIK 0000315066

$63M1.4M0.00%Q1 2026 10

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$61M1.4M0.04%Q1 2026 11

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$53M1.2M0.01%Q1 2026 12

MORGAN STANLEY

CIK 0000895421

$51M1.1M0.00%Q1 2026 13

Invesco Ltd.

CIK 0000914208

$45M1.0M0.00%Q1 2026 14

Legal & General Group Plc

CIK 0000764068

$35M778K0.01%Q1 2026 15

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$33M728K0.01%Q1 2026 16

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

CIK 0001033984

$29M648K0.44%Q1 2026 17

NORTHERN TRUST CORP

CIK 0000073124· Index

$29M637K0.00%Q1 2026 18

KBC Group NV

CIK 0001411133

$26M577K0.07%Q1 2026 19

Bank of New York Mellon Corp

CIK 0001390777

$23M507K0.00%Q1 2026 20

Nuveen, LLC

CIK 0001871926

$19M425K0.01%Q1 2026

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