AI Holders Summary · Q1 2026

338 institutions reported PBI in Q1 2026. BlackRock, Inc. leads at 18.1% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(7 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$162M14.7M0.00%Q1 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$93M8.4M0.00%Q1 2026 03

Hestia Capital Management, LLC

CIK 0001815344

$90M8.2M80.91%Q1 2026 04

STATE STREET CORP

CIK 0000093751

$71M6.4M0.00%Q1 2026 05

LSV ASSET MANAGEMENT

CIK 0001050470

$70M6.3M0.15%Q1 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$67M6.1M0.00%Q1 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$42M3.8M0.00%Q1 2026 08

GOLDMAN SACHS GROUP INC

CIK 0000886982

$39M3.6M0.00%Q1 2026 09

Permit Capital, LLC

CIK 0001313978

$39M3.5M13.14%Q1 2026 10

CAPITAL MANAGEMENT CORP /VA

CIK 0001074273

$30M2.7M5.08%Q1 2026 11

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$26M2.3M0.01%Q1 2026 12

MORGAN STANLEY

CIK 0000895421

$25M2.3M0.00%Q1 2026 13

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$24M2.2M0.00%Q1 2026 14

Bank of New York Mellon Corp

CIK 0001390777

$19M1.7M0.00%Q1 2026 15

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$19M1.7M0.00%Q1 2026 16

NORTHERN TRUST CORP

CIK 0000073124· Index

$19M1.7M0.00%Q1 2026 17

CITADEL ADVISORS LLC

CIK 0001423053

$19M1.8M0.00%Q4 2025 18

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$15M1.4M0.01%Q1 2026 19

D. E. Shaw & Co., Inc.

CIK 0001009207

$14M1.3M0.01%Q4 2025 20

DEUTSCHE BANK AG\

CIK 0000948046

$14M1.3M0.00%Q1 2026

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