AI Holders Summary · Q1 2026

461 institutions reported PB in Q1 2026. BlackRock, Inc. leads at 14.8% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$629M9.4M0.01%Q1 2026 02

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$422M6.3M0.19%Q1 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$376M5.6M0.02%Q1 2026 04

STATE STREET CORP

CIK 0000093751

$345M5.1M0.01%Q1 2026 05

BARROW HANLEY MEWHINNEY & STRAUSS LLC

CIK 0000313028

$332M4.9M1.09%Q1 2026 06

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$331M4.9M0.07%Q1 2026 07

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$292M4.3M0.01%Q1 2026 08

MORGAN STANLEY

CIK 0000895421

$217M3.2M0.01%Q1 2026 09

Neuberger Berman Group LLC

CIK 0001465109

$206M3.1M0.16%Q1 2026 10

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

CIK 0000912938

$158M2.3M0.05%Q1 2026 11

BROWN ADVISORY INC

CIK 0001345929

$139M2.0M0.19%Q4 2025 12

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$138M2.1M0.01%Q1 2026 13

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$132M2.0M0.07%Q1 2026 14

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$113M1.7M0.08%Q1 2026 15

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$87M1.3M0.01%Q1 2026 16

North Reef Capital Management LP

CIK 0001867831

$74M1.1M2.56%Q1 2026 17

NORTHERN TRUST CORP

CIK 0000073124· Index

$67M990K0.01%Q1 2026 18

GOLDMAN SACHS GROUP INC

CIK 0000886982

$66M985K0.01%Q1 2026 19

SNYDER CAPITAL MANAGEMENT L P

CIK 0001050477

$65M972K1.27%Q1 2026 20

Azora Capital LP

CIK 0001700272

$63M936K4.14%Q1 2026

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