AI Holders Summary · Q1 2026

566 institutions reported HLI in Q1 2026. BlackRock, Inc. leads at 16.4% 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

BlackRock, Inc.

CIK 0002012383

$758M5.3M0.01%Q1 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$399M2.8M0.02%Q1 2026 03

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

CIK 0001021223

$379M2.6M1.11%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$347M2.4M0.01%Q1 2026 05

EARNEST PARTNERS LLC

CIK 0001102578

$320M2.2M1.32%Q1 2026 06

ROYAL BANK OF CANADA

CIK 0001000275

$252M1.8M0.04%Q1 2026 07

STATE STREET CORP

CIK 0000093751

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

MORGAN STANLEY

CIK 0000895421

$229M1.6M0.01%Q1 2026 09

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$196M1.4M0.04%Q1 2026 10

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$194M1.4M0.01%Q1 2026 11

Capital Research Global Investors

CIK 0001422848

$189M1.3M0.03%Q1 2026 12

BANK OF MONTREAL /CAN/

CIK 0000927971

$165M1.1M0.06%Q1 2026 13

BAMCO INC /NY/

CIK 0001017918

$152M1.1M0.46%Q1 2026 14

BANK OF AMERICA CORP /DE/

CIK 0000070858

$137M951K0.01%Q1 2026 15

FMR LLC

CIK 0000315066

$123M856K0.01%Q1 2026 16

Van Berkom & Associates Inc.

CIK 0001524408

$117M812K1.91%Q1 2026 17

FIDUCIARY MANAGEMENT INC /WI/

CIK 0000764532

$115M804K1.43%Q1 2026 18

Champlain Investment Partners, LLC

CIK 0001315478

$103M718K1.31%Q1 2026 19

JENNISON ASSOCIATES LLC

CIK 0000053417

$102M588K0.06%Q4 2025 20

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$99M702K0.03%Q1 2026

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