AI Holders Summary · Q2 2026

422 institutions reported SWX in Q2 2026. BlackRock, Inc. leads at 24.2% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$992M11.2M0.01%Q2 2026 02

FMR LLC

CIK 0000315066

$494M5.6M0.02%Q2 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$352M4.0M0.02%Q2 2026 04

Corvex Management LP

CIK 0001535472

$285M3.2M8.69%Q2 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$270M3.0M0.01%Q2 2026 06

STATE STREET CORP

CIK 0000093751

$231M2.6M0.01%Q2 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$185M2.1M0.01%Q2 2026 08

MAVERICK CAPITAL LTD

CIK 0000934639

$185M2.1M2.13%Q1 2026 09

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$142M1.6M0.05%Q2 2026 10

ADAGE CAPITAL PARTNERS GP, L.L.C.

CIK 0001165408

$120M1.4M0.17%Q2 2026 11

Channing Capital Management, LLC

CIK 0001302404

$95M1.1M2.19%Q2 2026 12

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$94M1.1M0.02%Q2 2026 13

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$90M1.0M0.06%Q1 2026 14

PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328

$87M986K0.04%Q2 2026 15

GABELLI FUNDS LLC

CIK 0001081407

$84M951K0.54%Q2 2026 16

NORGES BANK

CIK 0001374170· Sovereign

$84M948K0.01%Q2 2026 17

NORTHERN TRUST CORP

CIK 0000073124· Index

$79M892K0.01%Q2 2026 18

GOLDMAN SACHS GROUP INC

CIK 0000886982

$77M870K0.01%Q2 2026 19

River Road Asset Management, LLC

CIK 0001341401

$77M865K0.85%Q2 2026 20

Bank of New York Mellon Corp

CIK 0001390777

$74M838K0.01%Q2 2026

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