AI Holders Summary · Q1 2026

541 institutions reported HRB in Q1 2026. BlackRock, Inc. leads at 18.6% 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

$493M15.5M0.01%Q1 2026 02

FMR LLC

CIK 0000315066

$485M15.3M0.03%Q1 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$231M7.3M0.01%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$179M5.7M0.00%Q1 2026 05

FULLER & THALER ASSET MANAGEMENT, INC.

CIK 0001082327

$136M4.3M0.46%Q1 2026 06

STATE STREET CORP

CIK 0000093751

$128M4.0M0.00%Q1 2026 07

LAZARD ASSET MANAGEMENT LLC

CIK 0001207017

$119M3.8M0.20%Q1 2026 08

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$100M3.2M0.05%Q1 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$100M3.1M0.01%Q1 2026 10

NORTHERN TRUST CORP

CIK 0000073124· Index

$96M3.0M0.01%Q1 2026 11

CITADEL ADVISORS LLC

CIK 0001423053

$75M1.7M0.01%Q4 2025 12

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$73M2.3M0.02%Q1 2026 13

MORGAN STANLEY

CIK 0000895421

$63M2.0M0.00%Q1 2026 14

D. E. Shaw & Co., Inc.

CIK 0001009207

$61M1.4M0.03%Q4 2025 15

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$57M1.8M0.01%Q1 2026 16

Ranmore Fund Management Ltd

CIK 0002055400

$53M1.4M5.90%Q2 2026 17

Himalaya Capital Management LLC

CIK 0001709323

$52M1.6M1.61%Q1 2026 18

MARSHALL WACE, LLP

CIK 0001318757

$51M1.2M0.05%Q4 2025 19

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$51M1.6M0.03%Q1 2026 20

LSV ASSET MANAGEMENT

CIK 0001050470

$49M1.5M0.10%Q1 2026

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