AI Holders Summary · Q1 2026

593 institutions reported WMS in Q1 2026. BlackRock, Inc. leads at 18.4% 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

$1.0B7.4M0.02%Q1 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$496M3.6M0.03%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$469M3.4M0.01%Q1 2026 04

STATE STREET CORP

CIK 0000093751

$341M2.5M0.01%Q1 2026 05

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

CIK 0000861177

$336M2.5M0.07%Q1 2026 06

Pictet Asset Management Holding SA

CIK 0001993888

$302M2.2M0.32%Q1 2026 07

BAILLIE GIFFORD & CO

CIK 0001088875

$281M2.0M0.29%Q1 2026 08

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$280M2.0M0.20%Q1 2026 09

Impax Asset Management Group plc

CIK 0001749768

$264M1.9M1.84%Q1 2026 10

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$227M1.7M0.12%Q1 2026 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$184M1.3M0.01%Q1 2026 12

MORGAN STANLEY

CIK 0000895421

$183M1.3M0.01%Q1 2026 13

Amundi

CIK 0001330387

$177M1.3M0.05%Q1 2026 14

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$163M1.2M0.03%Q1 2026 15

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

CIK 0001021223

$152M1.1M0.45%Q1 2026 16

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$146M1.1M0.03%Q1 2026 17

Invesco Ltd.

CIK 0000914208

$135M983K0.02%Q1 2026 18

CITADEL ADVISORS LLC

CIK 0001423053

$126M870K0.02%Q4 2025 19

KBC Group NV

CIK 0001411133

$126M917K0.32%Q1 2026 20

Impactive Capital LP

CIK 0001786767

$117M856K8.52%Q1 2026

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