AI Holders Summary · Q1 2026

677 institutions reported LII in Q1 2026. BlackRock, Inc. leads at 15.4% 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

$1.4B3.0M0.02%Q1 2026 02

Capital International Investors

CIK 0001562230

$1.3B2.9M0.31%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$953M2.1M0.02%Q1 2026 04

VIKING GLOBAL INVESTORS LP

CIK 0001103804

$730M1.6M2.04%Q1 2026 05

STATE STREET CORP

CIK 0000093751

$669M1.4M0.02%Q1 2026 06

Vanguard Portfolio Management

CIK 0002100121· Index

$665M1.4M0.03%Q1 2026 07

MORGAN STANLEY

CIK 0000895421

$506M1.1M0.03%Q1 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$416M900K0.03%Q1 2026 09

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

CIK 0001021223

$406M875K1.19%Q1 2026 10

CITADEL ADVISORS LLC

CIK 0001423053

$306M629K0.05%Q4 2025 11

Invesco Ltd.

CIK 0000914208

$246M531K0.02%Q1 2026 12

Beacon Pointe Advisors, LLC

CIK 0001744317

$194M417K1.02%Q1 2026 13

UBS Group AG

CIK 0001610520

$183M395K0.03%Q1 2026 14

GOLDMAN SACHS GROUP INC

CIK 0000886982

$158M341K0.02%Q1 2026 15

BANK OF AMERICA CORP /DE/

CIK 0000070858

$150M323K0.01%Q1 2026 16

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$149M320K0.03%Q1 2026 17

NORTHERN TRUST CORP

CIK 0000073124· Index

$146M314K0.02%Q1 2026 18

LONDON CO OF VIRGINIA

CIK 0001259887

$132M284K0.81%Q1 2026 19

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$126M271K0.02%Q1 2026 20

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

CIK 0000861177

$108M233K0.02%Q1 2026

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