AI Holders Summary · Q2 2026

455 institutions reported MDU in Q2 2026. BlackRock, Inc. leads at 20.7% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$580M27.4M0.01%Q2 2026 02

BARROW HANLEY MEWHINNEY & STRAUSS LLC

CIK 0000313028

$277M13.1M0.84%Q2 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$269M12.7M0.01%Q2 2026 04

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$221M10.4M0.04%Q2 2026 05

EARNEST PARTNERS LLC

CIK 0001102578

$206M9.7M0.74%Q2 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$200M9.4M0.00%Q2 2026 07

STATE STREET CORP

CIK 0000093751

$157M7.4M0.00%Q2 2026 08

BANK OF AMERICA CORP /DE/

CIK 0000070858

$129M6.1M0.01%Q2 2026 09

SEI INVESTMENTS CO

CIK 0000350894

$111M5.2M0.10%Q2 2026 10

MORGAN STANLEY

CIK 0000895421

$87M4.1M0.00%Q2 2026 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$75M3.6M0.00%Q2 2026 12

River Road Asset Management, LLC

CIK 0001341401

$72M3.4M0.80%Q2 2026 13

WESTWOOD HOLDINGS GROUP INC

CIK 0001165002

$68M3.2M0.51%Q2 2026 14

HITE Hedge Asset Management LLC

CIK 0001568939

$67M3.1M3.64%Q2 2026 15

NORGES BANK

CIK 0001374170· Sovereign

$56M2.6M0.01%Q2 2026 16

Bank of New York Mellon Corp

CIK 0001390777

$49M2.3M0.01%Q2 2026 17

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$47M2.2M0.01%Q2 2026 18

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$45M2.2M0.03%Q1 2026 19

Invesco Ltd.

CIK 0000914208

$43M2.0M0.00%Q2 2026 20

FRONTIER CAPITAL MANAGEMENT CO LLC

CIK 0000351173

$42M2.0M0.39%Q2 2026

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