AI Holders Summary · Q3 2026

627 institutions reported HRB in Q3 2026. BlackRock, Inc. leads at 13.3% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(7 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$687M16.8M0.01%Q3 2026 02

FMR LLC

CIK 0000315066

$458M11.2M0.02%Q3 2026 03

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$366M9.6M0.13%Q2 2026 04

Vanguard Portfolio Management

CIK 0002100121· Index

$244M6.0M0.01%Q3 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$226M5.5M0.00%Q3 2026 06

STATE STREET CORP

CIK 0000093751

$170M4.1M0.00%Q3 2026 07

FULLER & THALER ASSET MANAGEMENT, INC.

CIK 0001082327

$153M3.8M0.45%Q3 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$134M3.2M0.01%Q3 2026 09

LAZARD ASSET MANAGEMENT LLC

CIK 0001207017

$124M3.2M0.19%Q2 2026 10

NORTHERN TRUST CORP

CIK 0000073124· Index

$112M2.9M0.01%Q2 2026 11

MORGAN STANLEY

CIK 0000895421

$111M2.7M0.01%Q3 2026 12

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$102M2.5M0.02%Q3 2026 13

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$97M2.4M0.06%Q3 2026 14

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$87M2.1M0.04%Q3 2026 15

GOLDMAN SACHS GROUP INC

CIK 0000886982

$73M1.9M0.01%Q2 2026 16

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$70M1.8M0.01%Q2 2026 17

LSV ASSET MANAGEMENT

CIK 0001050470

$69M1.7M0.13%Q3 2026 18

D. E. Shaw & Co., Inc.

CIK 0001009207

$61M1.4M0.03%Q4 2025 19

Bank of New York Mellon Corp

CIK 0001390777

$55M1.3M0.01%Q3 2026 20

LOS ANGELES CAPITAL MANAGEMENT LLC

CIK 0001177206

$54M1.3M0.18%Q3 2026

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