AI Holders Summary · Q1 2026

653 institutions reported TAP in Q1 2026. DODGE & COX leads at 16.7% 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

DODGE & COX

CIK 0000200217

$798M18.5M0.44%Q1 2026 02

BlackRock, Inc.

CIK 0002012383

$504M11.7M0.01%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$458M10.6M0.01%Q1 2026 04

Vanguard Portfolio Management

CIK 0002100121· Index

$389M9.0M0.02%Q1 2026 05

STATE STREET CORP

CIK 0000093751

$377M8.8M0.01%Q1 2026 06

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$360M8.4M0.07%Q1 2026 07

LSV ASSET MANAGEMENT

CIK 0001050470

$255M5.9M0.55%Q1 2026 08

Invesco Ltd.

CIK 0000914208

$224M5.2M0.02%Q1 2026 09

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$202M4.7M0.09%Q1 2026 10

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$197M4.6M0.01%Q1 2026 11

Bank of New York Mellon Corp

CIK 0001390777

$143M3.3M0.03%Q1 2026 12

MORGAN STANLEY

CIK 0000895421

$129M3.0M0.01%Q1 2026 13

DEUTSCHE BANK AG\

CIK 0000948046

$109M2.5M0.04%Q1 2026 14

GOLDMAN SACHS GROUP INC

CIK 0000886982

$109M2.5M0.01%Q1 2026 15

SCHRODER INVESTMENT MANAGEMENT GROUP

CIK 0001086619

$101M2.4M0.08%Q1 2026 16

ROYAL LONDON ASSET MANAGEMENT LTD

CIK 0000863748

$101M2.3M0.21%Q1 2026 17

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$86M2.0M0.05%Q1 2026 18

Contrarius Group Holdings Ltd

CIK 0002054801

$85M2.0M4.81%Q1 2026 19

CITADEL ADVISORS LLC

CIK 0001423053

$81M1.7M0.01%Q4 2025 20

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$80M1.8M0.01%Q1 2026

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