AI Holders Summary · Q2 2026

171 institutions reported PWP in Q2 2026. FMR LLC leads at 16.5% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(2 on this page)

#HolderValueShares% port.Quarter

FMR LLC

CIK 0000315066

$158M9.9M0.01%Q2 2026 02

BlackRock, Inc.

CIK 0002012383

$87M5.5M0.00%Q2 2026 03

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$83M5.2M0.01%Q2 2026 04

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

CIK 0001644956

$70M4.4M0.21%Q2 2026 05

Nuveen, LLC

CIK 0001871926

$57M3.6M0.01%Q2 2026 06

ADAGE CAPITAL PARTNERS GP, L.L.C.

CIK 0001165408

$53M3.3M0.07%Q2 2026 07

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$48M3.0M0.00%Q2 2026 08

Capital World Investors

CIK 0001422849

$43M2.7M0.01%Q2 2026 09

Delaware Management Holdings, Inc.

CIK 0000921739

$41M2.5M0.06%Q2 2026 10

Boston Partners

CIK 0001386060

$41M2.5M0.04%Q2 2026 11

AMERIPRISE FINANCIAL INC

CIK 0000820027

$36M2.3M0.01%Q2 2026 12

STATE STREET CORP

CIK 0000093751

$33M2.0M0.00%Q2 2026 13

WESTWOOD HOLDINGS GROUP INC

CIK 0001165002

$30M1.9M0.22%Q2 2026 14

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$29M1.8M0.00%Q2 2026 15

First Eagle Investment Management, LLC

CIK 0001325447

$29M1.8M0.02%Q2 2026 16

GOLDMAN SACHS GROUP INC

CIK 0000886982

$28M1.8M0.00%Q2 2026 17

FRONTIER CAPITAL MANAGEMENT CO LLC

CIK 0000351173

$26M1.6M0.24%Q2 2026 18

BANK OF AMERICA CORP /DE/

CIK 0000070858

$24M1.5M0.00%Q2 2026 19

ROYCE & ASSOCIATES LP

CIK 0000906304

$22M1.4M0.18%Q2 2026 20

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$21M1.3M0.01%Q2 2026

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