AI Holders Summary · Q2 2026

264 institutions reported SBH in Q2 2026. BlackRock, Inc. leads at 20.6% 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

$223M15.8M0.00%Q2 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$91M6.4M0.00%Q2 2026 03

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$86M6.1M0.02%Q2 2026 04

STATE STREET CORP

CIK 0000093751

$63M4.4M0.00%Q2 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$60M4.2M0.00%Q2 2026 06

LSV ASSET MANAGEMENT

CIK 0001050470

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

Fisher Asset Management, LLC

CIK 0000850529

$53M3.8M0.02%Q2 2026 08

FMR LLC

CIK 0000315066

$53M3.7M0.00%Q2 2026 09

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$48M3.4M0.02%Q2 2026 10

VICTORY CAPITAL MANAGEMENT INC

CIK 0001040188

$47M3.3M0.03%Q2 2026 11

WASATCH ADVISORS LP

CIK 0000814133

$47M3.3M0.31%Q2 2026 12

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$46M3.3M0.00%Q2 2026 13

Ranmore Fund Management Ltd

CIK 0002055400

$42M3.0M4.69%Q2 2026 14

GOLDMAN SACHS GROUP INC

CIK 0000886982

$35M2.5M0.00%Q2 2026 15

D. E. Shaw & Co., Inc.

CIK 0001009207

$33M2.3M0.02%Q4 2025 16

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$29M2.0M0.00%Q2 2026 17

MORGAN STANLEY

CIK 0000895421

$22M1.6M0.00%Q2 2026 18

JUPITER ASSET MANAGEMENT LTD

CIK 0001215838

$20M1.4M0.10%Q2 2026 19

Invesco Ltd.

CIK 0000914208

$19M1.3M0.00%Q2 2026 20

MARSHALL WACE, LLP

CIK 0001318757

$16M1.2M0.01%Q2 2026

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