AI Holders Summary · Q1 2026

538 institutions reported SUI in Q1 2026. DODGE & COX leads at 15.5% 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

DODGE & COX

CIK 0000200217

$1.8B14.3M0.99%Q1 2026 02

BlackRock, Inc.

CIK 0002012383

$1.6B12.7M0.03%Q1 2026 03

COHEN & STEERS, INC.

CIK 0001284812

$1.5B12.1M2.64%Q1 2026 04

Vanguard Portfolio Management

CIK 0002100121· Index

$1.3B10.2M0.07%Q1 2026 05

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$736M5.8M0.14%Q1 2026 06

PRICE T ROWE ASSOCIATES INC /MD/

CIK 0000080255

$696M5.5M0.08%Q1 2026 07

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$687M5.5M0.02%Q1 2026 08

STATE STREET CORP

CIK 0000093751

$662M5.2M0.02%Q1 2026 09

FMR LLC

CIK 0000315066

$628M5.0M0.03%Q1 2026 10

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$300M2.4M0.02%Q1 2026 11

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$228M1.8M0.05%Q1 2026 12

Daiwa Securities Group Inc.

CIK 0001481045

$223M1.8M0.64%Q1 2026 13

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$192M1.5M0.03%Q1 2026 14

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

CIK 0000861177

$190M1.5M0.04%Q1 2026 15

CITADEL ADVISORS LLC

CIK 0001423053

$157M1.3M0.02%Q4 2025 16

DEUTSCHE BANK AG\

CIK 0000948046

$156M1.2M0.05%Q1 2026 17

Nuveen, LLC

CIK 0001871926

$142M1.1M0.04%Q1 2026 18

Legal & General Group Plc

CIK 0000764068

$136M1.1M0.03%Q1 2026 19

NORTHERN TRUST CORP

CIK 0000073124· Index

$131M1.0M0.02%Q1 2026 20

CANADA PENSION PLAN INVESTMENT BOARD

CIK 0001283718

$128M1.0M0.09%Q4 2025

Page 1 of 27

518 more holders available. Log in →