AI Holders Summary · Q1 2026

372 institutions reported PBH in Q1 2026. BlackRock, Inc. leads at 20.8% 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

$438M7.4M0.01%Q1 2026 02

ARIEL INVESTMENTS, LLC

CIK 0000936753

$253M4.3M2.84%Q1 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$166M2.8M0.01%Q1 2026 04

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$158M2.7M0.03%Q1 2026 05

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

CIK 0001021223

$131M2.2M0.38%Q1 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$124M2.1M0.00%Q1 2026 07

STATE STREET CORP

CIK 0000093751

$117M2.0M0.00%Q1 2026 08

Allspring Global Investments Holdings, LLC

CIK 0001890906

$90M1.6M0.15%Q1 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$87M1.5M0.01%Q1 2026 10

MORGAN STANLEY

CIK 0000895421

$80M1.4M0.00%Q1 2026 11

WESTWOOD HOLDINGS GROUP INC

CIK 0001165002

$66M1.1M0.48%Q1 2026 12

Delaware Management Holdings, Inc.

CIK 0000921739

$63M1.1M0.11%Q1 2026 13

Capital Research Global Investors

CIK 0001422848

$53M895K0.01%Q1 2026 14

BRANDES INVESTMENT PARTNERS, LP

CIK 0001015079

$51M854K0.36%Q1 2026 15

NORTHERN TRUST CORP

CIK 0000073124· Index

$44M750K0.01%Q1 2026 16

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$44M742K0.01%Q1 2026 17

Boston Trust Walden Corp

CIK 0001534866

$38M643K0.31%Q1 2026 18

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

CIK 0000912938

$35M598K0.01%Q1 2026 19

Invesco Ltd.

CIK 0000914208

$35M596K0.00%Q1 2026 20

NORDEA INVESTMENT MANAGEMENT AB

CIK 0001218210

$35M599K0.03%Q1 2026

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