AI Holders Summary · Q1 2026

1,232 institutions reported HIG in Q1 2026. BlackRock, Inc. leads at 20.7% 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

BlackRock, Inc.

CIK 0002012383

$4.3B31.7M0.07%Q1 2026 02

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$2.4B18.0M0.06%Q1 2026 03

STATE STREET CORP

CIK 0000093751

$2.2B16.1M0.08%Q1 2026 04

Vanguard Portfolio Management

CIK 0002100121· Index

$2.2B15.9M0.11%Q1 2026 05

FMR LLC

CIK 0000315066

$1.5B11.1M0.08%Q1 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$1.1B8.2M0.07%Q1 2026 07

Invesco Ltd.

CIK 0000914208

$685M5.1M0.07%Q1 2026 08

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$635M4.7M0.13%Q1 2026 09

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

CIK 0000861177

$594M4.4M0.12%Q1 2026 10

NORDEA INVESTMENT MANAGEMENT AB

CIK 0001218210

$592M4.4M0.55%Q1 2026 11

FRANKLIN RESOURCES INC

CIK 0000038777

$538M4.0M0.13%Q1 2026 12

MORGAN STANLEY

CIK 0000895421

$532M3.9M0.03%Q1 2026 13

NORTHERN TRUST CORP

CIK 0000073124· Index

$527M3.9M0.07%Q1 2026 14

BANK OF AMERICA CORP /DE/

CIK 0000070858

$518M3.8M0.04%Q1 2026 15

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$468M3.5M0.33%Q1 2026 16

PRICE T ROWE ASSOCIATES INC /MD/

CIK 0000080255

$425M3.1M0.05%Q1 2026 17

VICTORY CAPITAL MANAGEMENT INC

CIK 0001040188

$407M3.0M0.26%Q1 2026 18

LSV ASSET MANAGEMENT

CIK 0001050470

$403M3.0M0.87%Q1 2026 19

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

CIK 0000912938

$387M2.8M0.13%Q1 2026 20

Legal & General Group Plc

CIK 0000764068

$356M2.6M0.08%Q1 2026

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