AI Holders Summary · Q2 2026

548 institutions reported H in Q2 2026. BAMCO INC /NY/ leads at 19.7% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

BAMCO INC /NY/

CIK 0001017918

$1.4B7.3M2.12%Q2 2026 02

PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328

$859M4.4M0.42%Q2 2026 03

BlackRock, Inc.

CIK 0002012383

$829M4.3M0.01%Q2 2026 04

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$548M2.8M0.09%Q2 2026 05

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

CIK 0000912938

$531M2.7M0.17%Q2 2026 06

Fenelon Opportunity Fund Inc.

CIK 0002147005

$391M2.1M19.46%Q2 2026 07

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$346M1.8M0.01%Q2 2026 08

Vanguard Portfolio Management

CIK 0002100121· Index

$337M1.7M0.02%Q2 2026 09

MORGAN STANLEY

CIK 0000895421

$305M1.6M0.02%Q2 2026 10

STATE STREET CORP

CIK 0000093751

$277M1.4M0.01%Q2 2026 11

Veritas Asset Management LLP

CIK 0001541448

$257M1.3M4.62%Q2 2026 12

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$160M826K0.01%Q2 2026 13

GOLDMAN SACHS GROUP INC

CIK 0000886982

$140M724K0.01%Q2 2026 14

MARSHALL WACE, LLP

CIK 0001318757

$132M680K0.10%Q2 2026 15

UBS Group AG

CIK 0001610520

$128M660K0.02%Q2 2026 16

Point72 Asset Management, L.P.

CIK 0001603466

$125M866K0.16%Q1 2026 17

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$109M680K0.04%Q1 2026 18

BANK OF AMERICA CORP /DE/

CIK 0000070858

$108M556K0.01%Q2 2026 19

AMERIPRISE FINANCIAL INC

CIK 0000820027

$92M476K0.02%Q2 2026 20

Legal & General Group Plc

CIK 0000764068

$91M468K0.02%Q2 2026

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