AI Holders Summary · Q1 2026

354 institutions reported SARO in Q1 2026. Carlyle Group Inc. leads at 31.4% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

Carlyle Group Inc.

CIK 0001527166

$2.2B84.6M20.57%Q1 2026 02

PRICE T ROWE ASSOCIATES INC /MD/

CIK 0000080255

$1.0B39.0M0.12%Q1 2026 03

BlackRock, Inc.

CIK 0002012383

$563M21.8M0.01%Q1 2026 04

Allspring Global Investments Holdings, LLC

CIK 0001890906

$396M15.1M0.66%Q1 2026 05

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$345M13.3M0.24%Q1 2026 06

STATE STREET CORP

CIK 0000093751

$327M12.7M0.01%Q1 2026 07

JANUS HENDERSON GROUP PLC

CIK 0001274173

$311M12.0M0.15%Q1 2026 08

VICTORY CAPITAL MANAGEMENT INC

CIK 0001040188

$246M9.5M0.16%Q1 2026 09

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$211M8.2M0.04%Q1 2026 10

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$201M7.8M0.01%Q1 2026 11

River Road Asset Management, LLC

CIK 0001341401

$197M6.6M2.19%Q2 2026 12

Vanguard Portfolio Management

CIK 0002100121· Index

$185M7.2M0.01%Q1 2026 13

BESSEMER GROUP INC

CIK 0001054074

$124M4.8M0.19%Q1 2026 14

Findlay Park Partners LLP

CIK 0001351950

$106M4.1M1.47%Q1 2026 15

FMR LLC

CIK 0000315066

$99M3.8M0.01%Q1 2026 16

BROWN ADVISORY INC

CIK 0001345929

$97M3.4M0.14%Q4 2025 17

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$95M3.7M0.01%Q1 2026 18

BANK OF AMERICA CORP /DE/

CIK 0000070858

$90M3.5M0.01%Q1 2026 19

Invesco Ltd.

CIK 0000914208

$90M3.5M0.01%Q1 2026 20

UBS Group AG

CIK 0001610520

$90M3.5M0.01%Q1 2026

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