AI Holders Summary · Q2 2026

179 institutions reported MTW in Q2 2026. BlackRock, Inc. leads at 18.6% 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

$57M4.1M0.00%Q2 2026 02

Front Street Capital Management, Inc.

CIK 0001683182

$45M3.2M5.06%Q2 2026 03

First Eagle Investment Management, LLC

CIK 0001325447

$29M2.1M0.02%Q2 2026 04

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$27M1.9M0.00%Q2 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$21M1.5M0.00%Q2 2026 06

IES Holdings, Inc.

CIK 0001048268

$16M1.4M7.42%Q1 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$13M910K0.00%Q2 2026 08

ACADIAN ASSET MANAGEMENT LLC

CIK 0000916542

$13M1.1M0.02%Q1 2026 09

KENNEDY CAPITAL MANAGEMENT LLC

CIK 0000884589

$11M783K0.19%Q2 2026 10

STATE STREET CORP

CIK 0000093751

$11M773K0.00%Q2 2026 11

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$10M692K0.00%Q2 2026 12

MORGAN STANLEY

CIK 0000895421

$10M685K0.00%Q2 2026 13

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$8M544K0.01%Q2 2026 14

GOLDMAN SACHS GROUP INC

CIK 0000886982

$7M505K0.00%Q2 2026 15

Vanguard Portfolio Management

CIK 0002100121· Index

$6M403K0.00%Q2 2026 16

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$5M378K0.00%Q2 2026 17

D. E. Shaw & Co., Inc.

CIK 0001009207

$5M425K0.00%Q4 2025 18

JPMORGAN CHASE & CO

CIK 0000019617

$5M360K0.00%Q2 2026 19

GAMCO INVESTORS, INC. ET AL

CIK 0000807249

$5M357K0.04%Q2 2026 20

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$4M306K0.07%Q2 2026

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