AI Holders Summary · Q1 2026

1,582 institutions reported WELL in Q1 2026. BlackRock, Inc. leads at 16.3% 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

BlackRock, Inc.

CIK 0002012383

$14.6B74.0M0.26%Q1 2026 02

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$9.0B45.4M0.22%Q1 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$8.3B41.9M0.43%Q1 2026 04

STATE STREET CORP

CIK 0000093751

$8.2B41.6M0.28%Q1 2026 05

COHEN & STEERS, INC.

CIK 0001284812

$7.1B35.8M12.31%Q1 2026 06

Capital International Investors

CIK 0001562230

$7.1B35.8M1.66%Q1 2026 07

FMR LLC

CIK 0000315066

$4.4B22.2M0.23%Q1 2026 08

BANK OF AMERICA CORP /DE/

CIK 0000070858

$4.3B21.8M0.31%Q1 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$3.5B17.8M0.22%Q1 2026 10

PRICE T ROWE ASSOCIATES INC /MD/

CIK 0000080255

$3.4B17.2M0.39%Q1 2026 11

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$3.4B17.0M0.63%Q1 2026 12

Capital World Investors

CIK 0001422849

$2.5B12.7M0.34%Q1 2026 13

PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328

$1.9B9.6M1.01%Q1 2026 14

MORGAN STANLEY

CIK 0000895421

$1.8B9.0M0.11%Q1 2026 15

NORTHERN TRUST CORP

CIK 0000073124· Index

$1.8B9.0M0.24%Q1 2026 16

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$1.7B8.8M0.27%Q1 2026 17

DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

CIK 0001694217

$1.7B8.8M1.54%Q1 2026 18

JPMORGAN CHASE & CO

CIK 0000019617

$1.7B8.7M0.11%Q1 2026 19

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$1.6B8.3M0.34%Q1 2026 20

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

CIK 0000861177

$1.6B8.2M0.34%Q1 2026

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