AI Holders Summary · Q2 2026

578 institutions reported HRB in Q2 2026. BlackRock, Inc. leads at 18.3% 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

$622M16.3M0.01%Q2 2026 02

FMR LLC

CIK 0000315066

$600M15.7M0.03%Q2 2026 03

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

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

Vanguard Portfolio Management

CIK 0002100121· Index

$237M6.2M0.01%Q2 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$218M5.7M0.00%Q2 2026 06

STATE STREET CORP

CIK 0000093751

$160M4.2M0.00%Q2 2026 07

FULLER & THALER ASSET MANAGEMENT, INC.

CIK 0001082327

$151M4.0M0.41%Q2 2026 08

LAZARD ASSET MANAGEMENT LLC

CIK 0001207017

$124M3.2M0.19%Q2 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$117M3.1M0.01%Q2 2026 10

NORTHERN TRUST CORP

CIK 0000073124· Index

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

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$87M2.3M0.02%Q2 2026 12

MORGAN STANLEY

CIK 0000895421

$83M2.2M0.00%Q2 2026 13

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$76M2.0M0.04%Q2 2026 14

GOLDMAN SACHS GROUP INC

CIK 0000886982

$73M1.9M0.01%Q2 2026 15

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$73M1.9M0.03%Q2 2026 16

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

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

LOS ANGELES CAPITAL MANAGEMENT LLC

CIK 0001177206

$65M1.7M0.24%Q2 2026 18

D. E. Shaw & Co., Inc.

CIK 0001009207

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

Bank of New York Mellon Corp

CIK 0001390777

$56M1.5M0.01%Q2 2026 20

Ranmore Fund Management Ltd

CIK 0002055400

$53M1.4M5.90%Q2 2026

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