AI Holders Summary · Q1 2026

967 institutions reported RMD in Q1 2026. BlackRock, Inc. leads at 19.0% 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

$2.7B12.1M0.05%Q1 2026 02

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$2.1B9.5M0.05%Q1 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$1.8B7.9M0.09%Q1 2026 04

STATE STREET CORP

CIK 0000093751

$1.5B6.6M0.05%Q1 2026 05

Bank of New York Mellon Corp

CIK 0001390777

$1.1B4.9M0.20%Q1 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$974M4.4M0.06%Q1 2026 07

MORGAN STANLEY

CIK 0000895421

$603M2.7M0.04%Q1 2026 08

Invesco Ltd.

CIK 0000914208

$439M2.0M0.04%Q1 2026 09

NORTHERN TRUST CORP

CIK 0000073124· Index

$387M1.7M0.05%Q1 2026 10

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$345M1.5M0.25%Q1 2026 11

DEUTSCHE BANK AG\

CIK 0000948046

$319M1.4M0.11%Q1 2026 12

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$255M1.1M0.04%Q1 2026 13

Swedbank AB

CIK 0000946431

$248M1.3M0.21%Q2 2026 14

Amundi

CIK 0001330387

$238M1.1M0.07%Q1 2026 15

NORDEA INVESTMENT MANAGEMENT AB

CIK 0001218210

$227M1.0M0.21%Q1 2026 16

GOLDMAN SACHS GROUP INC

CIK 0000886982

$225M1.0M0.03%Q1 2026 17

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$225M1.0M0.05%Q1 2026 18

Legal & General Group Plc

CIK 0000764068

$222M990K0.05%Q1 2026 19

BANK OF AMERICA CORP /DE/

CIK 0000070858

$208M928K0.02%Q1 2026 20

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

CIK 0000861177

$191M849K0.04%Q1 2026

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