AI Holders Summary · Q1 2026

257 institutions reported DFIN in Q1 2026. BlackRock, Inc. leads at 23.3% 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

$188M4.0M0.00%Q1 2026 02

THRIVENT FINANCIAL FOR LUTHERANS

CIK 0000314984

$58M1.2M0.11%Q1 2026 03

STATE STREET CORP

CIK 0000093751

$55M1.2M0.00%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$53M1.1M0.00%Q1 2026 05

MORGAN STANLEY

CIK 0000895421

$45M949K0.00%Q1 2026 06

Alberta Investment Management Corp

CIK 0001463559· Sovereign

$40M853K0.24%Q1 2026 07

RICE HALL JAMES & ASSOCIATES, LLC

CIK 0001230765

$37M780K2.05%Q1 2026 08

WESTWOOD HOLDINGS GROUP INC

CIK 0001165002

$36M761K0.26%Q1 2026 09

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$32M686K0.01%Q1 2026 10

FRONTIER CAPITAL MANAGEMENT CO LLC

CIK 0000351173

$31M654K0.32%Q1 2026 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$30M626K0.00%Q1 2026 12

Simcoe Capital Management, LLC

CIK 0001633362

$28M598K4.89%Q1 2026 13

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

CIK 0001644956

$26M545K0.09%Q1 2026 14

Vanguard Portfolio Management

CIK 0002100121· Index

$24M503K0.00%Q1 2026 15

Boston Trust Walden Corp

CIK 0001534866

$22M467K0.18%Q1 2026 16

FULLER & THALER ASSET MANAGEMENT, INC.

CIK 0001082327

$22M463K0.07%Q1 2026 17

ROYCE & ASSOCIATES LP

CIK 0000906304

$21M449K0.21%Q1 2026 18

SHAPIRO CAPITAL MANAGEMENT LLC

CIK 0001177244

$21M448K1.32%Q1 2026 19

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$20M433K0.00%Q1 2026 20

Mawer Investment Management Ltd.

CIK 0001538449

$20M424K0.13%Q1 2026

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