AI Holders Summary · Q1 2026

141 institutions reported MBUU in Q1 2026. PZENA INVESTMENT MANAGEMENT LLC leads at 10.8% 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

PZENA INVESTMENT MANAGEMENT LLC

CIK 0001027796

$44M1.7M0.14%Q1 2026 02

COOKE & BIELER LP

CIK 0000024386

$39M1.5M0.44%Q1 2026 03

BlackRock, Inc.

CIK 0002012383

$37M1.4M0.00%Q1 2026 04

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$36M1.4M0.01%Q1 2026 05

Twin Lions Management LLC

CIK 0002055318

$29M1.1M17.44%Q1 2026 06

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$25M967K0.01%Q1 2026 07

Delaware Management Holdings, Inc.

CIK 0000921739

$24M915K0.04%Q1 2026 08

Lodge Hill Capital, LLC

CIK 0001598245

$23M905K4.53%Q1 2026 09

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

CIK 0001009016

$21M782K0.11%Q2 2026 10

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$21M798K0.00%Q1 2026 11

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$15M582K0.01%Q1 2026 12

Capital World Investors

CIK 0001422849

$13M515K0.00%Q1 2026 13

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

CIK 0001644956

$12M476K0.04%Q1 2026 14

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$12M453K0.00%Q1 2026 15

STATE STREET CORP

CIK 0000093751

$12M444K0.00%Q1 2026 16

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$10M402K0.00%Q1 2026 17

JANUS HENDERSON GROUP PLC

CIK 0001274173

$10M392K0.00%Q1 2026 18

BANK OF AMERICA CORP /DE/

CIK 0000070858

$9M343K0.00%Q1 2026 19

MORGAN STANLEY

CIK 0000895421

$7M284K0.00%Q1 2026 20

Grantham, Mayo, Van Otterloo & Co. LLC

CIK 0001352662

$7M271K0.02%Q1 2026

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