AI Holders Summary · Q2 2026

123 institutions reported SRI in Q2 2026. BlackRock, Inc. leads at 14.5% 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

$19M2.6M0.00%Q2 2026 02

22NW, LP

CIK 0001694297

$18M2.5M17.25%Q2 2026 03

FEDERATED HERMES, INC.

CIK 0001056288

$9M1.2M0.01%Q2 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$9M1.2M0.00%Q2 2026 05

Ewing Morris & Co. Investment Partners Ltd.

CIK 0001846838

$8M1.4M4.27%Q2 2026 06

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$8M1.1M0.00%Q2 2026 07

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$7M981K0.00%Q2 2026 08

AYAL Capital Advisors Ltd

CIK 0002011524

$6M1.1M2.20%Q4 2025 09

ROYCE & ASSOCIATES LP

CIK 0000906304

$6M836K0.05%Q2 2026 10

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$5M722K0.00%Q2 2026 11

EVR Research LP

CIK 0001843019

$5M700K2.53%Q2 2026 12

ArrowMark Colorado Holdings LLC

CIK 0001483859

$5M661K0.20%Q2 2026 13

D. E. Shaw & Co., Inc.

CIK 0001009207

$5M778K0.00%Q4 2025 14

MARSHALL WACE, LLP

CIK 0001318757

$4M491K0.00%Q2 2026 15

ACADIAN ASSET MANAGEMENT LLC

CIK 0000916542

$3M719K0.00%Q1 2026 16

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$3M402K0.00%Q2 2026 17

Russell Investments Group, Ltd.

CIK 0001692234

$3M345K0.00%Q2 2026 18

STATE STREET CORP

CIK 0000093751

$2M309K0.00%Q2 2026 19

Vanguard Portfolio Management

CIK 0002100121· Index

$2M290K0.00%Q2 2026 20

Man Group plc

CIK 0001637460

$2M280K0.00%Q2 2026

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