Crowding percentile lands with its cohort — the cohort is size-matched, so it needs a market cap for ARES in the served universe — that lands with the next screener build.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 16,169,06516.2M | $1.8B | 7.32% | — |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 13,489,46313.5M | $1.5B | 6.11% | NEW† |
| 3 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | 13,364,74013.4M | $1.5B | 6.05% | — |
| 4 | Capital World Investors | 11,784,12011.8M | $1.3B | 5.33% | ADD 16% |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | 11,162,80211.2M | $1.2B | 5.05% | ADD 91% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 10,797,02210.8M | $1.2B | 4.89% | NEW† |
| 7 | STATE STREET CORP | 8,604,6018.6M | $939M | 3.90% | — |
| 8 | CANADA PENSION PLAN INVESTMENT BOARD | 7,614,6457.6M | $831M | 3.45% | ADD 70% |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5,963,3066.0M | $651M | 2.70% | ADD 353% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 5,624,0135.6M | $611M | 2.55% | ADD 2% |
| 11 | FRANKLIN RESOURCES INC | 5,122,4705.1M | $559M | 2.32% | TRIM -5% |
| 12 | JPMORGAN CHASE & CO | 4,522,3444.5M | $487M | 2.05% | TRIM -35% |
| 13 | BANK OF AMERICA CORP /DE/ | 4,196,8474.2M | $458M | 1.90% | TRIM -7% |
| 14 | PRINCIPAL FINANCIAL GROUP INC | 4,009,2914.0M | $437M | 1.81% | ADD 4% |
| 15 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3,846,2193.8M | $422M | 1.74% | TRIM -33% |
| 16 | Capital International Investors | 3,056,4513.1M | $333M | 1.38% | TRIM -28% |
| 17 | MORGAN STANLEY | 2,823,6292.8M | $308M | 1.28% | TRIM -13% |
| 18 | Nuveen, LLC | 2,421,0452.4M | $264M | 1.10% | ADD 3% |
| 19 | Invesco Ltd. | 2,236,5802.2M | $244M | 1.01% | ADD 38% |
| 20 | LRI Investments, LLC | 2,342,1992.3M | $227M | 1.06% | TRIM -2% |
| 21 | CITADEL ADVISORS LLC | 2,080,4072.1M | $227M | 0.94% | ADD 263% |
| 22 | PRICE T ROWE ASSOCIATES INC /MD/ | 2,076,3982.1M | $227M | 0.94% | TRIM -65% |
| 23 | GOLDMAN SACHS GROUP INC | 1,978,7962.0M | $216M | 0.90% | ADD 51% |
| 24 | BROWN ADVISORY INC | 1,951,2642.0M | $213M | 0.88% | TRIM -18% |
| 25 | NORTHERN TRUST CORP | 1,892,5161.9M | $206M | 0.86% | ADD 12% |
| 26 | Vulcan Value Partners, LLC | 1,691,1761.7M | $185M | 0.77% | — |
| 27 | JANUS HENDERSON GROUP PLC | 1,653,0781.7M | $180M | 0.75% | ADD 44% |
| 28 | WESTFIELD CAPITAL MANAGEMENT CO LP | 1,572,7871.6M | $172M | 0.71% | ADD 37% |
| 29 | M&G PLC | 1,548,7141.5M | $169M | 0.70% | ADD 27% |
| 30 | Curated Wealth Partners LLC | 1,468,5351.5M | $160M | 0.66% | ADD 3% |
| 31 | UBS Group AG | 1,417,0761.4M | $155M | 0.64% | ADD 4% |
| 32 | FMR LLC | 1,368,5401.4M | $149M | 0.62% | TRIM -83% |
| 33 | RAYMOND JAMES FINANCIAL INC | 1,346,4991.3M | $146M | 0.61% | TRIM -21% |
| 34 | Clearbridge Investments, LLC | 1,292,9021.3M | $141M | 0.59% | TRIM -26% |
| 35 | Point72 Asset Management, L.P. | 1,292,0841.3M | $141M | 0.58% | NEW |
| 36 | VANGUARD FIDUCIARY TRUST CO | 1,187,2501.2M | $130M | 0.54% | NEW |
| 37 | MILLENNIUM MANAGEMENT LLC | 1,168,8501.2M | $128M | 0.53% | ADD 8995% |
| 38 | Bank of New York Mellon Corp | 1,143,3231.1M | $125M | 0.52% | TRIM -3% |
| 39 | Legal & General Group Plc | 1,109,6181.1M | $121M | 0.50% | — |
| 40 | Boston Partners | 1,027,1901.0M | $112M | 0.46% | NEW |
| 41 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,010,2981.0M | $110M | 0.46% | ADD 2% |
| 42 | Hamlin Capital Management, LLC | 945,301945,301 | $103M | 0.43% | TRIM -6% |
| 43 | ENVESTNET ASSET MANAGEMENT INC | 920,109920,109 | $100M | 0.42% | ADD 7% |
| 44 | DEUTSCHE BANK AG\ | 915,831915,831 | $100M | 0.41% | ADD 78% |
| 45 | Quilter Plc | 890,884890,884 | $97M | 0.40% | ADD 27% |
| 46 | CITIGROUP INC | 795,858795,858 | $87M | 0.36% | ADD 19% |
| 47 | TRUIST FINANCIAL CORP | 710,518710,518 | $78M | 0.32% | ADD 7% |
| 48 | BARCLAYS PLC | 677,064677,064 | $74M | 0.31% | ADD 13% |
| 49 | ROYAL BANK OF CANADA | 604,508604,508 | $66M | 0.27% | — |
| 50 | CAT ROCK CAPITAL MANAGEMENT LP | 588,100588,100 | $64M | 0.27% | ADD 378% |
| 51 | PEREGRINE CAPITAL MANAGEMENT LLC | 584,716584,716 | $64M | 0.26% | — |
| 52 | WELLS FARGO & COMPANY/MN | 546,589546,589 | $60M | 0.25% | TRIM -12% |
| 53 | AMERICAN CENTURY COMPANIES INC | 545,981545,981 | $60M | 0.25% | TRIM -69% |
| 54 | DIMENSIONAL FUND ADVISORS LP | 520,846520,846 | $57M | 0.24% | ADD 14% |
| 55 | Partners Group Holding AG | 516,253516,253 | $56M | 0.23% | ADD 18% |
| 56 | Amundi | 498,410498,410 | $54M | 0.23% | TRIM -14% |
| 57 | Mitsubishi UFJ Asset Management Co., Ltd. | 483,821483,821 | $53M | 0.22% | ADD 10% |
| 58 | Sumitomo Mitsui Trust Group, Inc. | 461,312461,312 | $50M | 0.21% | TRIM -3% |
| 59 | BNP PARIBAS FINANCIAL MARKETS | 458,547458,547 | $50M | 0.21% | TRIM -5% |
| 60 | Vanguard Global Advisers, LLC | 449,886449,886 | $49M | 0.20% | NEW |
| 61 | Advent International, L.P. | 428,720428,720 | $47M | 0.19% | ADD 9354% |
| 62 | Munich Reinsurance Co Stock Corp in Munich | 410,383410,383 | $45M | 0.19% | NEW |
| 63 | RHUMBLINE ADVISERS | 401,975401,975 | $44M | 0.18% | ADD 4% |
| 64 | VANGUARD ASSET MANAGEMENT, Ltd | 379,836379,836 | $41M | 0.17% | NEW |
| 65 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 373,800373,800 | $41M | 0.17% | ADD 146% |
| 66 | CINCINNATI INSURANCE CO | 370,672370,672 | $40M | 0.17% | ADD 518% |
| 67 | HSBC HOLDINGS PLC | 369,039369,039 | $40M | 0.17% | TRIM -53% |
| 68 | CINCINNATI FINANCIAL CORP | 353,154353,154 | $39M | 0.16% | ADD 42% |
| 69 | ALLIANCEBERNSTEIN L.P. | 235,091235,091 | $38M | 0.11% | ADD 20% |
| 70 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 343,116343,116 | $37M | 0.16% | ADD 4114% |
| 71 | Apollo Management Holdings, L.P. | 330,319330,319 | $36M | 0.15% | NEW |
| 72 | Estuary Capital Management LP | 328,411328,411 | $36M | 0.15% | NEW |
| 73 | RDST Capital LLC | 321,000321,000 | $35M | 0.15% | NEW |
| 74 | Corient Private Wealth LLC | 319,396319,396 | $35M | 0.14% | TRIM -75% |
| 75 | AMERIPRISE FINANCIAL INC | 318,641318,641 | $35M | 0.14% | — |
| 76 | National Pension Service | 309,792309,792 | $34M | 0.14% | ADD 4% |
| 77 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 305,653305,653 | $33M | 0.14% | — |
| 78 | CIBC Bancorp USA Inc. | 295,910295,910 | $32M | 0.13% | NEW |
| 79 | California Public Employees Retirement System | 279,375279,375 | $30M | 0.13% | — |
| 80 | NATIONAL BANK OF CANADA /FI/ | 267,264267,264 | $29M | 0.12% | ADD 20% |
| 81 | Rockefeller Capital Management L.P. | 265,940265,940 | $29M | 0.12% | ADD 28% |
| 82 | 1832 Asset Management L.P. | 257,703257,703 | $28M | 0.12% | ADD 19% |
| 83 | Saba Capital Management, L.P. | 241,097241,097 | $26M | 0.11% | NEW |
| 84 | Jefferies Financial Group Inc. | 238,965238,965 | $26M | 0.11% | ADD 17% |
| 85 | SEI INVESTMENTS CO | 220,392220,392 | $24M | 0.10% | TRIM -69% |
| 86 | Mirae Asset Global Investments Co., Ltd. | 218,622218,622 | $24M | 0.10% | ADD 310% |
| 87 | AQR CAPITAL MANAGEMENT LLC | 216,135216,135 | $24M | 0.10% | ADD 202% |
| 88 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 213,970213,970 | $23M | 0.10% | ADD 40% |
| 89 | FEDERATED HERMES, INC. | 211,732211,732 | $23M | 0.10% | TRIM -16% |
| 90 | STIFEL FINANCIAL CORP | 205,556205,556 | $22M | 0.09% | ADD 23% |
| 91 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 203,170203,170 | $22M | 0.09% | ADD 258% |
| 92 | SOROS FUND MANAGEMENT LLC | 196,054196,054 | $21M | 0.09% | NEW |
| 93 | Blue Whale Capital LLP | 186,281186,281 | $20M | 0.08% | TRIM -56% |
| 94 | TRILLIUM ASSET MANAGEMENT, LLC | 179,354179,354 | $20M | 0.08% | ADD 27% |
| 95 | Sumitomo Mitsui DS Asset Management Company, Ltd | 178,122178,122 | $19M | 0.08% | ADD 23% |
| 96 | PICTON MAHONEY ASSET MANAGEMENT | 173,255173,255 | $19M | 0.08% | ADD 34% |
| 97 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 166,510166,510 | $18M | 0.08% | — |
| 98 | FIL Ltd | 162,435162,435 | $18M | 0.07% | TRIM -60% |
| 99 | AVIVA PLC | 162,059162,059 | $18M | 0.07% | ADD 3% |
| 100 | ROYAL LONDON ASSET MANAGEMENT LTD | 159,059159,059 | $17M | 0.07% | — |
† NEW this big is usually a rename.
Ranked by each filer’s own reported value, not shares.
1 holder — The filer reported no value for this line, so it carries no dollar figure and is left out of the percentage and value columns.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | +13,489,463 | $1.5B | OPEN |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +10,797,022 | $1.2B | OPEN |
| WELLINGTON MANAGEMENT GROUP LLP | +5,333,577 | $582M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | +4,648,323 | $507M | ADD |
| CANADA PENSION PLAN INVESTMENT BOARD | +3,138,008 | $342M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD GROUP INC | −26,050,425 | $2.8B | CLOSE |
| FMR LLC | −6,772,244 | $739M | TRIM |
| PRICE T ROWE ASSOCIATES INC /MD/ | −3,911,335 | $427M | TRIM |
| JPMORGAN CHASE & CO | −2,487,050 | $271M | TRIM |
| NORGES BANK | −2,451,063 | $267M | CLOSE |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13.0M | 12.8M | 13.2M | 13.0M | 16.2M | 16.2M | $1.8B |
| VANGUARD CAPITAL MANAGEMENT LLC | — | — | — | — | — | 13.5M | $1.5B |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 13.4M | 13.4M | 13.4M | 13.4M | 13.4M | 13.4M | $1.5B |
| Capital World Investors | 10.8M | 11.9M | 11.7M | 11.6M | 10.1M | 11.8M | $1.3B |
| WELLINGTON MANAGEMENT GROUP LLP | 15.4M | 13.6M | 12.6M | 9.4M | 5.8M | 11.2M | $1.2B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | — | — | — | — | — | 10.8M | $1.2B |
| STATE STREET CORP | 4.0M | 3.9M | 4.1M | 4.3M | 8.5M | 8.6M | $939M |
| CANADA PENSION PLAN INVESTMENT BOARD | 1.6M | 1.7M | 1.6M | 2.0M | 4.5M | 7.6M | $831M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 715K | 735K | 796K | 813K | 1.3M | 6.0M | $651M |
| GEODE CAPITAL MANAGEMENT, LLC | 3.0M | 3.2M | 3.5M | 3.5M | 5.5M | 5.6M | $611M |
| FRANKLIN RESOURCES INC | 3.5M | 4.2M | 5.6M | 5.3M | 5.4M | 5.1M | $559M |
| JPMORGAN CHASE & CO | 8.3M | 8.3M | 8.2M | 15.6M | 7.0M | 4.5M | $487M |
| BANK OF AMERICA CORP /DE/ | 3.1M | 3.9M | 4.2M | 4.6M | 4.5M | 4.2M | $458M |
| PRINCIPAL FINANCIAL GROUP INC | 3.2M | 3.4M | 3.4M | 3.5M | 3.8M | 4.0M | $437M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 5.1M | 5.0M | 4.6M | 4.5M | 5.7M | 3.8M | $422M |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Breaks = no 13F that quarter.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
SEC Schedule 13D/G XML · group aggregate.