AI Holders Summary · Q1 2026

353 institutions reported IAC in Q1 2026. BlackRock, Inc. leads at 15.5% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$318M7.9M0.01%Q1 2026 02

ARISTEIA CAPITAL, L.L.C.

CIK 0001080171

$237M5.9M4.90%Q1 2026 03

SOUTHEASTERN ASSET MANAGEMENT INC/TN/

CIK 0000807985

$161M4.0M7.92%Q1 2026 04

Vanguard Portfolio Management

CIK 0002100121· Index

$144M3.6M0.01%Q1 2026 05

Helikon Investments Ltd

CIK 0001839497

$141M3.5M5.32%Q1 2026 06

Corvex Management LP

CIK 0001535472

$134M3.4M5.34%Q1 2026 07

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$117M2.9M0.00%Q1 2026 08

Patient Capital Management, LLC

CIK 0001854794

$108M2.7M3.95%Q1 2026 09

DAVIS SELECTED ADVISERS

CIK 0001036325

$97M2.4M0.44%Q1 2026 10

STATE STREET CORP

CIK 0000093751

$90M2.3M0.00%Q1 2026 11

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$88M2.2M0.04%Q1 2026 12

BANK OF MONTREAL /CAN/

CIK 0000927971

$82M2.0M0.03%Q1 2026 13

THOMPSON SIEGEL & WALMSLEY LLC

CIK 0001008322

$73M1.8M1.28%Q1 2026 14

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$48M1.2M0.00%Q1 2026 15

Wallace Capital Management Inc.

CIK 0001459754

$45M1.1M5.14%Q1 2026 16

Boston Partners

CIK 0001386060

$35M873K0.04%Q1 2026 17

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$35M867K0.01%Q1 2026 18

BANK OF AMERICA CORP /DE/

CIK 0000070858

$33M832K0.00%Q1 2026 19

Empyrean Capital Partners, LP

CIK 0001317195

$33M820K1.07%Q1 2026 20

MORGAN STANLEY

CIK 0000895421

$33M816K0.00%Q1 2026

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