AI Holders Summary · Q2 2026

1,145 institutions reported DRI in Q2 2026. Capital World Investors leads at 20.0% 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

$3.1B15.2M0.37%Q2 2026 02

BlackRock, Inc.

CIK 0002012383

$2.0B9.8M0.03%Q2 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$1.5B7.5M0.03%Q2 2026 04

Vanguard Portfolio Management

CIK 0002100121· Index

$1.1B5.4M0.05%Q2 2026 05

STATE STREET CORP

CIK 0000093751

$1.0B5.0M0.03%Q2 2026 06

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$800M3.9M0.14%Q2 2026 07

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$765M3.7M0.10%Q2 2026 08

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$763M3.7M0.21%Q2 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$711M3.5M0.04%Q2 2026 10

BANK OF AMERICA CORP /DE/

CIK 0000070858

$652M3.2M0.04%Q2 2026 11

JPMORGAN CHASE & CO

CIK 0000019617

$413M2.0M0.02%Q2 2026 12

MORGAN STANLEY

CIK 0000895421

$387M1.9M0.02%Q2 2026 13

Newport Trust Company, LLC

CIK 0001722329

$361M1.8M0.87%Q2 2026 14

NORTHERN TRUST CORP

CIK 0000073124· Index

$343M1.7M0.04%Q2 2026 15

AMERIPRISE FINANCIAL INC

CIK 0000820027

$283M1.4M0.06%Q2 2026 16

Invesco Ltd.

CIK 0000914208

$283M1.4M0.02%Q2 2026 17

EARNEST PARTNERS LLC

CIK 0001102578

$281M1.4M1.01%Q2 2026 18

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$275M1.3M0.05%Q2 2026 19

UBS Group AG

CIK 0001610520

$246M1.2M0.03%Q2 2026 20

FEDERATED HERMES, INC.

CIK 0001056288

$240M1.2M0.34%Q2 2026

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