AI Holders Summary · Q1 2026

1,100 institutions reported DRI in Q1 2026. Capital World Investors leads at 19.2% 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

$2.9B14.9M0.40%Q1 2026 02

BlackRock, Inc.

CIK 0002012383

$1.9B9.6M0.03%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$1.5B7.5M0.04%Q1 2026 04

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$1.3B6.8M0.25%Q1 2026 05

Vanguard Portfolio Management

CIK 0002100121· Index

$1.0B5.4M0.05%Q1 2026 06

STATE STREET CORP

CIK 0000093751

$953M4.9M0.03%Q1 2026 07

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$699M3.6M0.22%Q1 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$674M3.4M0.04%Q1 2026 09

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$660M3.4M0.10%Q1 2026 10

BANK OF AMERICA CORP /DE/

CIK 0000070858

$630M3.2M0.05%Q1 2026 11

JPMORGAN CHASE & CO

CIK 0000019617

$373M1.9M0.02%Q1 2026 12

Invesco Ltd.

CIK 0000914208

$365M1.9M0.04%Q1 2026 13

MORGAN STANLEY

CIK 0000895421

$350M1.8M0.02%Q1 2026 14

Newport Trust Company, LLC

CIK 0001722329

$350M1.8M0.86%Q1 2026 15

NORTHERN TRUST CORP

CIK 0000073124· Index

$331M1.7M0.04%Q1 2026 16

AMERIPRISE FINANCIAL INC

CIK 0000820027

$279M1.4M0.06%Q1 2026 17

EARNEST PARTNERS LLC

CIK 0001102578

$272M1.4M1.12%Q1 2026 18

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$248M1.3M0.05%Q1 2026 19

UBS Group AG

CIK 0001610520

$223M1.1M0.03%Q1 2026 20

BAHL & GAYNOR INC

CIK 0000872259

$198M1.0M1.00%Q1 2026

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