AI Holders Summary · Q2 2026

520 institutions reported WAL in Q2 2026. BlackRock, Inc. leads at 15.7% 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

$927M11.3M0.01%Q2 2026 02

PRICE T ROWE ASSOCIATES INC /MD/

CIK 0000080255

$556M7.8M0.06%Q1 2026 03

Invesco Ltd.

CIK 0000914208

$483M5.9M0.04%Q2 2026 04

Vanguard Portfolio Management

CIK 0002100121· Index

$447M5.4M0.02%Q2 2026 05

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$423M5.2M0.15%Q2 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$384M4.7M0.01%Q2 2026 07

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$361M4.4M0.06%Q2 2026 08

STATE STREET CORP

CIK 0000093751

$351M4.3M0.01%Q2 2026 09

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$331M4.0M0.06%Q2 2026 10

Davis Asset Management, L.P.

CIK 0001945894

$274M3.3M6.94%Q2 2026 11

FMR LLC

CIK 0000315066

$195M2.4M0.01%Q2 2026 12

BARROW HANLEY MEWHINNEY & STRAUSS LLC

CIK 0000313028

$174M2.1M0.53%Q2 2026 13

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$174M2.1M0.01%Q2 2026 14

BANK OF MONTREAL /CAN/

CIK 0000927971

$149M1.8M0.05%Q2 2026 15

Smead Capital Management, Inc.

CIK 0001427008

$131M1.6M2.81%Q2 2026 16

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$121M1.7M0.08%Q1 2026 17

NORGES BANK

CIK 0001374170· Sovereign

$120M1.5M0.01%Q2 2026 18

AMERIPRISE FINANCIAL INC

CIK 0000820027

$102M1.2M0.02%Q2 2026 19

Jupiter Topco LLC

CIK 0002146052

$102M1.2M0.04%Q2 2026 20

JANUS HENDERSON GROUP PLC

CIK 0001274173

$97M1.4M0.05%Q1 2026

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