AI Holders Summary · Q1 2026

523 institutions reported H in Q1 2026. BAMCO INC /NY/ 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

BAMCO INC /NY/

CIK 0001017918

$912M6.3M2.75%Q1 2026 02

PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328

$679M4.7M0.36%Q1 2026 03

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$631M4.4M0.12%Q1 2026 04

BlackRock, Inc.

CIK 0002012383

$576M4.0M0.01%Q1 2026 05

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

CIK 0000912938

$410M2.9M0.14%Q1 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$256M1.8M0.01%Q1 2026 07

Vanguard Portfolio Management

CIK 0002100121· Index

$243M1.7M0.01%Q1 2026 08

STATE STREET CORP

CIK 0000093751

$201M1.4M0.01%Q1 2026 09

MORGAN STANLEY

CIK 0000895421

$194M1.4M0.01%Q1 2026 10

Veritas Asset Management LLP

CIK 0001541448

$192M1.3M3.25%Q1 2026 11

CITADEL ADVISORS LLC

CIK 0001423053

$171M1.1M0.03%Q4 2025 12

Point72 Asset Management, L.P.

CIK 0001603466

$125M866K0.16%Q1 2026 13

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$114M792K0.01%Q1 2026 14

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$109M680K0.04%Q1 2026 15

BANK OF AMERICA CORP /DE/

CIK 0000070858

$102M710K0.01%Q1 2026 16

UBS Group AG

CIK 0001610520

$91M631K0.01%Q1 2026 17

BANK OF NOVA SCOTIA

CIK 0000009631

$85M593K0.15%Q1 2026 18

Legal & General Group Plc

CIK 0000764068

$67M466K0.02%Q1 2026 19

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$66M459K0.01%Q1 2026 20

GOLDMAN SACHS GROUP INC

CIK 0000886982

$65M451K0.01%Q1 2026

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