AI Holders Summary · Q2 2026

375 institutions reported SARO in Q2 2026. Carlyle Group Inc. leads at 30.0% 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

Carlyle Group Inc.

CIK 0001527166

$2.5B84.6M25.30%Q2 2026 02

PRICE T ROWE ASSOCIATES INC /MD/

CIK 0000080255

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

BlackRock, Inc.

CIK 0002012383

$646M21.6M0.01%Q2 2026 04

Allspring Global Investments Holdings, LLC

CIK 0001890906

$457M15.2M0.70%Q2 2026 05

STATE STREET CORP

CIK 0000093751

$390M13.0M0.01%Q2 2026 06

Jupiter Topco LLC

CIK 0002146052

$367M12.3M0.15%Q2 2026 07

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$345M13.3M0.24%Q1 2026 08

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$315M10.5M0.01%Q2 2026 09

JANUS HENDERSON GROUP PLC

CIK 0001274173

$311M12.0M0.15%Q1 2026 10

Vanguard Portfolio Management

CIK 0002100121· Index

$298M10.0M0.01%Q2 2026 11

VICTORY CAPITAL MANAGEMENT INC

CIK 0001040188

$294M9.8M0.17%Q2 2026 12

NORGES BANK

CIK 0001374170· Sovereign

$219M7.3M0.02%Q2 2026 13

River Road Asset Management, LLC

CIK 0001341401

$197M6.6M2.19%Q2 2026 14

UBS Group AG

CIK 0001610520

$186M6.2M0.02%Q2 2026 15

BANK OF AMERICA CORP /DE/

CIK 0000070858

$179M6.0M0.01%Q2 2026 16

EARNEST PARTNERS LLC

CIK 0001102578

$151M5.1M0.55%Q2 2026 17

Findlay Park Partners LLP

CIK 0001351950

$151M5.0M2.03%Q2 2026 18

SEI INVESTMENTS CO

CIK 0000350894

$133M4.4M0.12%Q2 2026 19

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$126M4.2M0.02%Q2 2026 20

BESSEMER GROUP INC

CIK 0001054074

$124M4.8M0.19%Q1 2026

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