AI Holders Summary · Q1 2026

260 institutions reported SBH in Q1 2026. BlackRock, Inc. leads at 20.1% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$210M15.2M0.00%Q1 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$87M6.3M0.00%Q1 2026 03

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$81M5.9M0.02%Q1 2026 04

STATE STREET CORP

CIK 0000093751

$61M4.4M0.00%Q1 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$59M4.3M0.00%Q1 2026 06

LSV ASSET MANAGEMENT

CIK 0001050470

$54M3.9M0.12%Q1 2026 07

Fisher Asset Management, LLC

CIK 0000850529

$53M3.9M0.02%Q1 2026 08

FMR LLC

CIK 0000315066

$50M3.6M0.00%Q1 2026 09

GOLDMAN SACHS GROUP INC

CIK 0000886982

$50M3.6M0.01%Q1 2026 10

WASATCH ADVISORS LP

CIK 0000814133

$47M3.3M0.31%Q2 2026 11

VICTORY CAPITAL MANAGEMENT INC

CIK 0001040188

$42M3.1M0.03%Q1 2026 12

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$39M2.8M0.02%Q1 2026 13

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$35M2.5M0.00%Q1 2026 14

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$34M2.4M0.01%Q1 2026 15

Ranmore Fund Management Ltd

CIK 0002055400

$34M2.4M4.44%Q1 2026 16

D. E. Shaw & Co., Inc.

CIK 0001009207

$33M2.3M0.02%Q4 2025 17

MORGAN STANLEY

CIK 0000895421

$23M1.6M0.00%Q1 2026 18

JUPITER ASSET MANAGEMENT LTD

CIK 0001215838

$19M1.4M0.10%Q1 2026 19

PUBLIC SECTOR PENSION INVESTMENT BOARD

CIK 0001396318

$18M1.3M0.06%Q1 2026 20

Invesco Ltd.

CIK 0000914208

$16M1.2M0.00%Q1 2026

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