AI Holders Summary · Q1 2026

1,315 institutions reported SRE in Q1 2026. BlackRock, Inc. leads at 15.3% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$5.8B59.9M0.10%Q1 2026 02

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$4.5B46.1M0.84%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$4.1B42.4M0.10%Q1 2026 04

STATE STREET CORP

CIK 0000093751

$3.6B37.3M0.13%Q1 2026 05

Vanguard Portfolio Management

CIK 0002100121· Index

$2.7B28.0M0.14%Q1 2026 06

MORGAN STANLEY

CIK 0000895421

$2.4B24.3M0.14%Q1 2026 07

Capital International Investors

CIK 0001562230

$1.8B18.8M0.43%Q1 2026 08

FMR LLC

CIK 0000315066

$1.8B18.6M0.10%Q1 2026 09

JPMORGAN CHASE & CO

CIK 0000019617

$1.7B17.9M0.11%Q1 2026 10

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$1.4B14.7M0.09%Q1 2026 11

Newport Trust Company, LLC

CIK 0001722329

$1.1B11.2M2.68%Q1 2026 12

Invesco Ltd.

CIK 0000914208

$1.0B10.6M0.10%Q1 2026 13

BANK OF AMERICA CORP /DE/

CIK 0000070858

$1.0B10.4M0.07%Q1 2026 14

FRANKLIN RESOURCES INC

CIK 0000038777

$968M10.0M0.24%Q1 2026 15

DEUTSCHE BANK AG\

CIK 0000948046

$907M9.3M0.30%Q1 2026 16

PRICE T ROWE ASSOCIATES INC /MD/

CIK 0000080255

$893M9.2M0.10%Q1 2026 17

NORTHERN TRUST CORP

CIK 0000073124· Index

$643M6.6M0.09%Q1 2026 18

Legal & General Group Plc

CIK 0000764068

$595M6.1M0.14%Q1 2026 19

Clearbridge Investments, LLC

CIK 0001348883

$561M5.8M0.49%Q1 2026 20

Capital Research Global Investors

CIK 0001422848

$514M5.3M0.08%Q1 2026

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