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$35.91 -0.33 (-0.91%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 51
Total Value: $1,605,724,567
Total Shares: 49,913,727

Institutional Ownership Trend

10 quarters

Holder Concentration

Across 51 13F filers · Δ vs Mar 31, 2026
Top Holder
25.8%
Mar 2024 → Jun 2026 · range 11.5% – 29.2%
+3.4 pts
Top 5
70.9%
Mar 2024 → Jun 2026 · range 44.2% – 88.4%
+9.0 pts
Top 10
85.0%
Mar 2024 → Jun 2026 · range 66.8% – 100.0%
+6.2 pts
HHI
1,349
Mar 2024 → Jun 2026 · range 607 – 1,857
Broadly held+308

Quarterly Activity

vs Mar 31, 2026
New
10
Increased
20
Decreased
11
Sold Out
16
Unchanged
10
Holder count: -6
Institutional value: +1.7%
Shares held: -3.8%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
BROWN BROTHERS HARRIMAN & CO +1,815,065 10,030,295
BROWN ADVISORY INC +1,276,713 12,883,772
BANK OF AMERICA CORP /DE/ +433,064 486,636
UBS Group AG +277,556 577,899
LAZARD ASSET MANAGEMENT LLC +178,838 1,654,534

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
CITADEL ADVISORS LLC −2,205,736 462,995
GLENMEDE TRUST CO NA −25,788 1,916,536
CITIZENS FINANCIAL GROUP INC/RI −24,462 588,234
Atlanta Consulting Group Advisors, LLC −10,962 565,484
RAYMOND JAMES FINANCIAL INC −8,503 95,626

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
TWO SIGMA INVESTMENTS, LP 266,740 $8,581,025
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 84,697 $2,724,702
GOLDMAN SACHS GROUP INC 83,902 $2,699,127
ROYAL BANK OF CANADA 61,585 $1,981,189
Quantinno Capital Management LP 56,813 $1,827,674

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
BCS Private Wealth Management, Inc. 1,332,608 $40,537,935
Red Door Wealth Management, LLC 1,130,228 $34,381,535
BURKETT FINANCIAL SERVICES, LLC 647,552 $19,698,531
SENTINEL TRUST CO LBA 493,735 $15,019,418
Prodigy Asset Management LLC 320,634 $9,753,686
Filter: New 10 Increased 20 Reduced 11 Sold out 16 Unchanged 10
Showing 51 of 51
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
BROWN ADVISORY INC $414,470,943 25.81% 12,883,772
BROWN BROTHERS HARRIMAN & CO $322,674,590 20.10% 10,030,295
Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York $185,761,515 11.57% 5,774,371
Cresset Asset Management, LLC $121,882,189 7.59% 3,788,691
Sendero Wealth Management, LLC $92,984,714 5.79% 2,890,417
GLENMEDE TRUST CO NA $61,654,962 3.84% 1,916,536
LAZARD ASSET MANAGEMENT LLC $53,226,358 3.31% 1,654,534
JPMORGAN CHASE & CO $45,737,439 2.85% 1,421,742
MORGAN STANLEY $39,713,960 2.47% 1,234,503
COMMERCE BANK $26,994,232 1.68% 839,112
CITIZENS FINANCIAL GROUP INC/RI $18,923,487 1.18% 588,234
UBS Group AG $18,591,010 1.16% 577,899
Atlanta Consulting Group Advisors, LLC $18,191,620 1.13% 565,484
LOWE BROCKENBROUGH & CO INC $17,534,515 1.09% 545,058
BANK OF AMERICA CORP /DE/ $15,655,079 0.97% 486,636
CITADEL ADVISORS LLC $14,894,549 0.93% 462,995
Summit Wealth Group, LLC $11,762,188 0.73% 365,626
UMB Bank, n.a. $11,762,188 0.73% 365,626
Commerce Advisors, LLC $11,508,399 0.72% 357,737
Permanens Capital L.P. $11,468,540 0.71% 356,498
CIBC Bancorp USA Inc. $9,200,587 0.57% 285,999
TWO SIGMA INVESTMENTS, LP $8,581,025 0.53% 266,740
STIFEL FINANCIAL CORP $7,858,583 0.49% 244,283
Clearstead Advisors, LLC $7,392,698 0.46% 229,801
Wind River Trust Co $7,027,954 0.44% 218,463
HighTower Advisors, LLC $5,596,325 0.35% 173,961
Greenspring Advisors, LLC $5,465,168 0.34% 169,884
KLINGENSTEIN FIELDS & CO LP $5,307,985 0.33% 164,998
Piedmont Capital Management, LLC/NC $3,905,920 0.24% 121,415
Fund Evaluation Group, LLC $3,634,888 0.23% 112,990
RAYMOND JAMES FINANCIAL INC $3,076,288 0.19% 95,626
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV $2,724,702 0.17% 84,697
GOLDMAN SACHS GROUP INC $2,699,127 0.17% 83,902
Advisor OS, LLC $2,457,788 0.15% 76,400
NORTHERN TRUST CORP $2,338,405 0.15% 72,689
ROYAL BANK OF CANADA $1,981,189 0.12% 61,585
Quantinno Capital Management LP $1,827,674 0.11% 56,813
Morse Asset Management, Inc $1,790,260 0.11% 55,650
JONES FINANCIAL COMPANIES LLLP $1,364,587 0.08% 42,418
Haverford Trust Co $1,199,233 0.07% 37,278
Rockefeller Capital Management L.P. $1,071,325 0.07% 33,302
PNC FINANCIAL SERVICES GROUP, INC. $857,780 0.05% 26,664
National Philanthropic Trust $638,638 0.04% 19,852
FLOW TRADERS U.S. LLC $500,886 0.03% 15,570
MARSHALL WACE, LLP $478,399 0.03% 14,871
SUSQUEHANNA INTERNATIONAL GROUP, LLP $452,696 0.03% 14,072
&PARTNERS $345,859 0.02% 10,751
LPL Financial LLC $246,100 0.02% 7,650
WELLS FARGO & COMPANY/MN $159,691 0.01% 4,964
Ameritas Advisory Services, LLC $128,680 0.01% 4,000
OSAIC HOLDINGS, INC. $21,650 0.00% 673