AI Holders Summary · Q1 2026

704 institutions reported IT in Q1 2026. BAMCO INC /NY/ leads at 12.0% 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

BAMCO INC /NY/

CIK 0001017918

$937M5.9M2.83%Q1 2026 02

Independent Franchise Partners LLP

CIK 0001483866

$728M4.6M5.10%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$707M4.5M0.02%Q1 2026 04

BlackRock, Inc.

CIK 0002012383

$676M5.2M0.01%Q2 2026 05

Vanguard Portfolio Management

CIK 0002100121· Index

$585M3.7M0.03%Q1 2026 06

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$565M3.6M0.26%Q1 2026 07

HARRIS ASSOCIATES L P

CIK 0000813917

$497M3.1M0.66%Q1 2026 08

MORGAN STANLEY

CIK 0000895421

$376M2.4M0.02%Q1 2026 09

STATE STREET CORP

CIK 0000093751

$364M2.8M0.01%Q2 2026 10

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$349M2.2M0.02%Q1 2026 11

Capital International Investors

CIK 0001562230

$320M2.0M0.08%Q1 2026 12

Invesco Ltd.

CIK 0000914208

$320M2.0M0.03%Q1 2026 13

GOLDMAN SACHS GROUP INC

CIK 0000886982

$281M1.8M0.03%Q1 2026 14

FEDERATED HERMES, INC.

CIK 0001056288

$268M1.7M0.44%Q1 2026 15

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$178M1.1M0.14%Q1 2026 16

UBS Group AG

CIK 0001610520

$162M1.0M0.02%Q1 2026 17

JPMORGAN CHASE & CO

CIK 0000019617

$139M876K0.01%Q1 2026 18

NORTHERN TRUST CORP

CIK 0000073124· Index

$138M871K0.02%Q1 2026 19

BANK OF AMERICA CORP /DE/

CIK 0000070858

$123M774K0.01%Q1 2026 20

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

CIK 0000861177

$122M772K0.03%Q1 2026

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