AI Holders Summary · Q1 2026

961 institutions reported PFG in Q1 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(6 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$1.8B20.3M0.03%Q1 2026 02

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$1.2B13.5M0.03%Q1 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$1.0B11.3M0.05%Q1 2026 04

STATE STREET CORP

CIK 0000093751

$917M10.2M0.03%Q1 2026 05

BANK OF AMERICA CORP /DE/

CIK 0000070858

$795M8.8M0.06%Q1 2026 06

Capital World Investors

CIK 0001422849

$543M6.0M0.07%Q1 2026 07

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$534M5.9M0.08%Q1 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$508M5.7M0.03%Q1 2026 09

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$350M3.9M0.07%Q1 2026 10

Invesco Ltd.

CIK 0000914208

$319M3.5M0.03%Q1 2026 11

NORTHERN TRUST CORP

CIK 0000073124· Index

$300M3.3M0.04%Q1 2026 12

MORGAN STANLEY

CIK 0000895421

$271M3.0M0.02%Q1 2026 13

GOLDMAN SACHS GROUP INC

CIK 0000886982

$248M2.8M0.03%Q1 2026 14

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$221M2.5M0.10%Q1 2026 15

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

CIK 0000861177

$178M2.0M0.04%Q1 2026 16

Legal & General Group Plc

CIK 0000764068

$153M1.7M0.04%Q1 2026 17

DEUTSCHE BANK AG\

CIK 0000948046

$125M1.4M0.04%Q1 2026 18

Bank of New York Mellon Corp

CIK 0001390777

$107M1.2M0.02%Q1 2026 19

UBS Group AG

CIK 0001610520

$105M1.2M0.02%Q1 2026 20

JPMORGAN CHASE & CO

CIK 0000019617

$105M1.2M0.01%Q1 2026

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