AI Holders Summary · Q1 2026

386 institutions reported TAK in Q1 2026. Capital Research Global Investors 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(2 on this page)

#HolderValueShares% port.Quarter

Capital Research Global Investors

CIK 0001422848

$354M19.1M0.05%Q1 2026 02

FMR LLC

CIK 0000315066

$132M7.1M0.01%Q1 2026 03

MORGAN STANLEY

CIK 0000895421

$120M6.5M0.01%Q1 2026 04

ADAGE CAPITAL PARTNERS GP, L.L.C.

CIK 0001165408

$119M6.4M0.18%Q1 2026 05

GOLDMAN SACHS GROUP INC

CIK 0000886982

$104M5.6M0.01%Q1 2026 06

BRANDES INVESTMENT PARTNERS, LP

CIK 0001015079

$82M4.4M0.58%Q1 2026 07

D. E. Shaw & Co., Inc.

CIK 0001009207

$67M4.3M0.04%Q4 2025 08

BlackRock, Inc.

CIK 0002012383

$59M3.7M0.00%Q2 2026 09

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$58M3.1M0.03%Q1 2026 10

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$55M3.0M0.09%Q1 2026 11

UBS Group AG

CIK 0001610520

$51M2.7M0.01%Q1 2026 12

VAN ECK ASSOCIATES CORP

CIK 0000869178

$42M2.3M0.03%Q1 2026 13

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$37M2.0M0.03%Q1 2026 14

NORTHERN TRUST CORP

CIK 0000073124· Index

$36M2.0M0.00%Q1 2026 15

CITADEL ADVISORS LLC

CIK 0001423053

$31M2.0M0.00%Q4 2025 16

MANAGED ASSET PORTFOLIOS, LLC

CIK 0001600999

$29M1.8M3.34%Q2 2026 17

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$26M1.6M0.01%Q2 2026 18

Quantinno Capital Management LP

CIK 0001759654

$24M1.3M0.04%Q1 2026 19

WELLS FARGO & COMPANY/MN

CIK 0000072971

$21M1.1M0.00%Q1 2026 20

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$17M894K0.01%Q1 2026

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