AI Holders Summary · Q1 2026

201 institutions reported LQDT in Q1 2026. BlackRock, Inc. leads at 18.8% 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

$104M3.4M0.00%Q1 2026 02

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$46M1.5M0.07%Q1 2026 03

TRUIST FINANCIAL CORP

CIK 0000092230

$44M1.4M0.06%Q1 2026 04

AMERIPRISE FINANCIAL INC

CIK 0000820027

$44M1.4M0.01%Q1 2026 05

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

CIK 0001238990

$28M920K1.62%Q1 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$28M909K0.00%Q1 2026 07

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$27M894K0.01%Q1 2026 08

STATE STREET CORP

CIK 0000093751

$27M871K0.00%Q1 2026 09

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$26M850K0.00%Q1 2026 10

ACADIAN ASSET MANAGEMENT LLC

CIK 0000916542

$25M813K0.04%Q1 2026 11

Vanguard Portfolio Management

CIK 0002100121· Index

$23M738K0.00%Q1 2026 12

RICE HALL JAMES & ASSOCIATES, LLC

CIK 0001230765

$18M597K1.02%Q1 2026 13

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$18M580K0.00%Q1 2026 14

Select Equity Group, L.P.

CIK 0001592643

$17M567K0.07%Q4 2025 15

Aristotle Capital Boston, LLC

CIK 0001633911

$16M540K1.02%Q1 2026 16

STALEY CAPITAL ADVISERS INC

CIK 0001106565

$16M539K0.70%Q1 2026 17

SILVERCREST ASSET MANAGEMENT GROUP LLC

CIK 0001232395

$16M522K0.12%Q1 2026 18

ROYCE & ASSOCIATES LP

CIK 0000906304

$10M342K0.10%Q1 2026 19

MORGAN STANLEY

CIK 0000895421

$9M286K0.00%Q1 2026 20

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$9M283K0.00%Q1 2026

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