AI Holders Summary · Q1 2026

167 institutions reported PWP in Q1 2026. FMR LLC leads at 18.8% 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

$182M10.0M0.01%Q1 2026 02

BlackRock, Inc.

CIK 0002012383

$87M4.8M0.00%Q1 2026 03

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

CIK 0001644956

$74M4.1M0.24%Q1 2026 04

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$71M3.9M0.01%Q1 2026 05

Nuveen, LLC

CIK 0001871926

$54M3.0M0.01%Q1 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$50M2.8M0.00%Q1 2026 07

ADAGE CAPITAL PARTNERS GP, L.L.C.

CIK 0001165408

$47M2.6M0.07%Q1 2026 08

Capital World Investors

CIK 0001422849

$47M2.6M0.01%Q1 2026 09

Boston Partners

CIK 0001386060

$36M2.0M0.04%Q1 2026 10

AMERIPRISE FINANCIAL INC

CIK 0000820027

$36M2.0M0.01%Q1 2026 11

WESTWOOD HOLDINGS GROUP INC

CIK 0001165002

$36M2.0M0.26%Q1 2026 12

FRONTIER CAPITAL MANAGEMENT CO LLC

CIK 0000351173

$34M1.9M0.35%Q1 2026 13

GOLDMAN SACHS GROUP INC

CIK 0000886982

$33M1.8M0.00%Q1 2026 14

STATE STREET CORP

CIK 0000093751

$32M1.8M0.00%Q1 2026 15

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$29M1.6M0.00%Q1 2026 16

Walleye Capital LLC

CIK 0001758720

$24M1.3M0.10%Q1 2026 17

FRANKLIN RESOURCES INC

CIK 0000038777

$24M1.3M0.01%Q1 2026 18

BANK OF AMERICA CORP /DE/

CIK 0000070858

$24M1.3M0.00%Q1 2026 19

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$23M1.3M0.01%Q1 2026 20

Delaware Management Holdings, Inc.

CIK 0000921739

$23M1.2M0.04%Q1 2026

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