AI Holders Summary · Q2 2026

375 institutions reported SFBS in Q2 2026. BlackRock, Inc. leads at 25.8% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$671M7.7M0.01%Q2 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$298M3.4M0.01%Q2 2026 03

STATE STREET CORP

CIK 0000093751

$230M2.7M0.01%Q2 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$201M2.3M0.00%Q2 2026 05

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$113M1.3M0.01%Q2 2026 06

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$104M1.2M0.02%Q2 2026 07

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

CIK 0001021223

$93M1.1M0.29%Q2 2026 08

JPMORGAN CHASE & CO

CIK 0000019617

$89M1.0M0.00%Q2 2026 09

PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328

$86M986K0.04%Q2 2026 10

Welch Group, LLC

CIK 0001443095

$83M960K2.84%Q2 2026 11

Davis Asset Management, L.P.

CIK 0001945894

$79M910K2.00%Q2 2026 12

GOLDMAN SACHS GROUP INC

CIK 0000886982

$77M884K0.01%Q2 2026 13

Stonegate Investment Group, LLC

CIK 0001904154

$74M920K1.72%Q3 2025 14

VICTORY CAPITAL MANAGEMENT INC

CIK 0001040188

$73M846K0.04%Q2 2026 15

Copeland Capital Management, LLC

CIK 0001541743

$64M738K1.31%Q2 2026 16

NORTHERN TRUST CORP

CIK 0000073124· Index

$58M671K0.01%Q2 2026 17

NORGES BANK

CIK 0001374170· Sovereign

$57M653K0.01%Q2 2026 18

MORGAN STANLEY

CIK 0000895421

$50M578K0.00%Q2 2026 19

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$50M573K0.01%Q2 2026 20

WASATCH ADVISORS LP

CIK 0000814133

$47M539K0.31%Q2 2026

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