AI Holders Summary · Q1 2026

519 institutions reported PRIM in Q1 2026. BlackRock, Inc. leads at 23.4% 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

$1.2B8.3M0.02%Q1 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$523M3.7M0.03%Q1 2026 03

FULLER & THALER ASSET MANAGEMENT, INC.

CIK 0001082327

$424M3.0M1.43%Q1 2026 04

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$413M2.9M0.29%Q1 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$334M2.3M0.01%Q1 2026 06

STATE STREET CORP

CIK 0000093751

$295M2.1M0.01%Q1 2026 07

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$269M1.9M0.05%Q1 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$208M1.5M0.01%Q1 2026 09

Invesco Ltd.

CIK 0000914208

$200M1.4M0.02%Q1 2026 10

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$166M1.2M0.03%Q1 2026 11

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$154M1.1M0.08%Q1 2026 12

Van Berkom & Associates Inc.

CIK 0001524408

$132M925K2.17%Q1 2026 13

WESTFIELD CAPITAL MANAGEMENT CO LP

CIK 0001177719

$106M743K0.45%Q1 2026 14

GOLDMAN SACHS GROUP INC

CIK 0000886982

$106M743K0.01%Q1 2026 15

PRICE T ROWE ASSOCIATES INC /MD/

CIK 0000080255

$102M715K0.01%Q1 2026 16

FMR LLC

CIK 0000315066

$101M706K0.01%Q1 2026 17

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$98M684K0.01%Q1 2026 18

Merewether Investment Management, LP

CIK 0001736852

$97M675K1.87%Q1 2026 19

UBS Group AG

CIK 0001610520

$85M596K0.01%Q1 2026 20

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$85M683K0.03%Q1 2026

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