AI Holders Summary · Q1 2026

447 institutions reported MDU in Q1 2026. BlackRock, Inc. leads at 19.8% 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

$533M25.7M0.01%Q1 2026 02

BARROW HANLEY MEWHINNEY & STRAUSS LLC

CIK 0000313028

$285M13.8M0.93%Q1 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$260M12.5M0.01%Q1 2026 04

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$213M10.3M0.04%Q1 2026 05

EARNEST PARTNERS LLC

CIK 0001102578

$205M9.9M0.84%Q1 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$190M9.1M0.00%Q1 2026 07

STATE STREET CORP

CIK 0000093751

$146M7.0M0.01%Q1 2026 08

BANK OF AMERICA CORP /DE/

CIK 0000070858

$129M6.2M0.01%Q1 2026 09

SEI INVESTMENTS CO

CIK 0000350894

$109M5.3M0.10%Q1 2026 10

MORGAN STANLEY

CIK 0000895421

$87M4.2M0.01%Q1 2026 11

WESTWOOD HOLDINGS GROUP INC

CIK 0001165002

$73M3.5M0.53%Q1 2026 12

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$72M3.5M0.00%Q1 2026 13

River Road Asset Management, LLC

CIK 0001341401

$72M3.4M0.80%Q2 2026 14

Delaware Management Holdings, Inc.

CIK 0000921739

$54M2.6M0.09%Q1 2026 15

FRONTIER CAPITAL MANAGEMENT CO LLC

CIK 0000351173

$52M2.5M0.53%Q1 2026 16

Bank of New York Mellon Corp

CIK 0001390777

$49M2.4M0.01%Q1 2026 17

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$47M2.3M0.01%Q1 2026 18

T. Rowe Price Investment Management, Inc.

CIK 0001897612

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

Invesco Ltd.

CIK 0000914208

$39M1.9M0.00%Q1 2026 20

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

CIK 0001705339

$37M1.8M0.05%Q1 2026

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