AI Holders Summary · Q1 2026

220 institutions reported DBD in Q1 2026. Capital World Investors leads at 38.6% 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

Capital World Investors

CIK 0001422849

$875M11.6M0.12%Q1 2026 02

Millstreet Capital Management LLC

CIK 0001590729

$394M5.2M94.24%Q1 2026 03

BlackRock, Inc.

CIK 0002012383

$151M2.0M0.00%Q1 2026 04

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

CIK 0001644956

$108M1.4M0.36%Q1 2026 05

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$87M1.1M0.02%Q1 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$85M1.1M0.00%Q1 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$63M840K0.00%Q1 2026 08

Beach Point Capital Management LP

CIK 0001453885

$59M691K22.75%Q2 2026 09

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$56M743K0.03%Q1 2026 10

Allspring Global Investments Holdings, LLC

CIK 0001890906

$52M670K0.09%Q1 2026 11

STATE STREET CORP

CIK 0000093751

$45M602K0.00%Q1 2026 12

Vanguard Portfolio Management

CIK 0002100121· Index

$44M582K0.00%Q1 2026 13

Skylands Capital, LLC

CIK 0001299910

$40M469K4.90%Q2 2026 14

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$39M519K0.02%Q1 2026 15

LSV ASSET MANAGEMENT

CIK 0001050470

$39M519K0.08%Q1 2026 16

Irenic Capital Management LP

CIK 0001929389

$36M481K2.36%Q1 2026 17

PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.

CIK 0001166152

$28M368K2.77%Q1 2026 18

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$23M310K0.00%Q1 2026 19

NORTHERN TRUST CORP

CIK 0000073124· Index

$21M283K0.00%Q1 2026 20

FMR LLC

CIK 0000315066

$21M280K0.00%Q1 2026

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