AI Holders Summary · Q1 2026

411 institutions reported SR in Q1 2026. BlackRock, Inc. leads at 22.2% 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

$722M8.0M0.01%Q1 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$318M3.5M0.02%Q1 2026 03

STATE STREET CORP

CIK 0000093751

$272M3.0M0.01%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$231M2.5M0.01%Q1 2026 05

DEUTSCHE BANK AG\

CIK 0000948046

$198M2.2M0.07%Q1 2026 06

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$189M2.1M0.10%Q1 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$155M1.7M0.01%Q1 2026 08

FULLER & THALER ASSET MANAGEMENT, INC.

CIK 0001082327

$149M1.6M0.50%Q1 2026 09

CAPTRUST FINANCIAL ADVISORS

CIK 0001512024

$111M1.2M0.19%Q1 2026 10

ADAGE CAPITAL PARTNERS GP, L.L.C.

CIK 0001165408

$109M1.2M0.17%Q1 2026 11

Nuveen, LLC

CIK 0001871926

$98M1.1M0.03%Q1 2026 12

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$93M1.0M0.02%Q1 2026 13

Delaware Management Holdings, Inc.

CIK 0000921739

$87M958K0.15%Q1 2026 14

DUFF & PHELPS INVESTMENT MANAGEMENT CO

CIK 0000765443

$84M933K0.88%Q1 2026 15

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.

CIK 0001021642

$82M1.1M0.73%Q2 2026 16

MORGAN STANLEY

CIK 0000895421

$79M871K0.00%Q1 2026 17

River Road Asset Management, LLC

CIK 0001341401

$78M993K0.86%Q2 2026 18

NORTHERN TRUST CORP

CIK 0000073124· Index

$69M765K0.01%Q1 2026 19

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$66M733K0.01%Q1 2026 20

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

CIK 0000912938

$65M715K0.02%Q1 2026

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