AI Holders Summary · Q1 2026

472 institutions reported ESI in Q1 2026. BlackRock, Inc. leads at 17.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$930M27.3M0.02%Q1 2026 02

FMR LLC

CIK 0000315066

$706M20.7M0.04%Q1 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$466M13.7M0.02%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$366M10.7M0.01%Q1 2026 05

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$308M9.0M0.21%Q1 2026 06

Invesco Ltd.

CIK 0000914208

$307M9.0M0.03%Q1 2026 07

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$289M8.5M0.06%Q1 2026 08

FIL Ltd

CIK 0000318989

$276M8.1M0.21%Q1 2026 09

Neuberger Berman Group LLC

CIK 0001465109

$272M8.0M0.21%Q1 2026 10

STATE STREET CORP

CIK 0000093751

$249M7.3M0.01%Q1 2026 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$178M5.2M0.01%Q1 2026 12

LOCUST WOOD CAPITAL ADVISERS, LLC

CIK 0001349434

$151M4.4M3.82%Q1 2026 13

SILVERCREST ASSET MANAGEMENT GROUP LLC

CIK 0001232395

$149M4.4M1.08%Q1 2026 14

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$126M5.1M0.04%Q1 2026 15

Capital World Investors

CIK 0001422849

$124M3.6M0.02%Q1 2026 16

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

CIK 0000912938

$107M3.0M0.04%Q1 2026 17

Gates Capital Management, Inc.

CIK 0001312908

$104M3.1M2.85%Q1 2026 18

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$99M2.9M0.05%Q1 2026 19

THRIVENT FINANCIAL FOR LUTHERANS

CIK 0000314984

$98M2.9M0.19%Q1 2026 20

JPMORGAN CHASE & CO

CIK 0000019617

$93M2.9M0.01%Q1 2026

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