| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | BROWN ADVISORY INC | 11,607,05911.6M | $353M | — | ADD 71% |
| 2 | BROWN BROTHERS HARRIMAN & CO | 8,215,2308.2M | $250M | — | ADD 243% |
| 3 | Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York | 5,774,3715.8M | $176M | — | ADD 36% |
| 4 | Cresset Asset Management, LLC | 3,789,8593.8M | $115M | — | — |
| 5 | Sendero Wealth Management, LLC | 2,729,4682.7M | $83M | — | ADD 16% |
| 6 | CITADEL ADVISORS LLC | 2,668,7312.7M | $81M | — | NEW |
| 7 | GLENMEDE TRUST CO NA | 1,942,3241.9M | $59M | — | ADD 11% |
| 8 | LAZARD ASSET MANAGEMENT LLC | 1,475,6961.5M | $45M | — | ADD 31% |
| 9 | BCS Private Wealth Management, Inc. | 1,332,6081.3M | $41M | — | ADD 32% |
| 10 | JPMORGAN CHASE & CO | 1,372,5551.4M | $41M | — | — |
| 11 | MORGAN STANLEY | 1,160,8041.2M | $35M | — | ADD 750% |
| 12 | Red Door Wealth Management, LLC | 1,130,2281.1M | $34M | — | ADD 6% |
| 13 | COMMERCE BANK | 806,994806,994 | $25M | — | ADD 3% |
| 14 | BURKETT FINANCIAL SERVICES, LLC | 647,552647,552 | $20M | — | — |
| 15 | CITIZENS FINANCIAL GROUP INC/RI | 612,696612,696 | $19M | — | — |
| 16 | Atlanta Consulting Group Advisors, LLC | 576,446576,446 | $18M | — | — |
| 17 | LOWE BROCKENBROUGH & CO INC | 545,058545,058 | $17M | — | — |
| 18 | SENTINEL TRUST CO LBA | 493,735493,735 | $15M | — | — |
| 19 | UMB Bank, n.a. | 365,626365,626 | $11M | — | — |
| 20 | Summit Wealth Group, LLC | 365,626365,626 | $11M | — | — |
| 21 | Commerce Advisors, LLC | 363,640363,640 | $11M | — | NEW |
| 22 | Prodigy Asset Management LLC | 320,634320,634 | $10M | — | — |
| 23 | YHB Investment Advisors, Inc. | 318,518318,518 | $10M | — | — |
| 24 | UBS Group AG | 300,343300,343 | $9M | — | ADD 3% |
| 25 | Permanens Capital L.P. | 299,137299,137 | $9M | — | TRIM -63% |
| 26 | GC Wealth Management RIA, LLC | 249,622249,622 | $8M | — | ADD 17% |
| 27 | STIFEL FINANCIAL CORP | 238,090238,090 | $7M | — | ADD 57% |
| 28 | Clearstead Advisors, LLC | 221,294221,294 | $7M | — | ADD 9% |
| 29 | Greenspring Advisors, LLC | 169,884169,884 | $5M | — | TRIM -52% |
| 30 | HighTower Advisors, LLC | 166,592166,592 | $5M | — | — |
| 31 | KLINGENSTEIN FIELDS & CO LP | 158,141158,141 | $5M | — | — |
| 32 | CIBC Bancorp USA Inc. | 156,000156,000 | $5M | — | NEW |
| 33 | Fiduciary Alliance LLC | 119,941119,941 | $4M | — | ADD 7% |
| 34 | Piedmont Capital Management, LLC/NC | 117,065117,065 | $4M | — | TRIM -7% |
| 35 | Fund Evaluation Group, LLC | 112,990112,990 | $3M | — | NEW |
| 36 | Triangle Securities Wealth Management | 106,500106,500 | $3M | — | — |
| 37 | RAYMOND JAMES FINANCIAL INC | 104,129104,129 | $3M | — | ADD 25% |
| 38 | ACT Advisors, LLC. | 94,39894,398 | $3M | — | NEW |
| 39 | Wind River Trust Co | 89,36689,366 | $3M | — | NEW |
| 40 | Advisor OS, LLC | 84,33184,331 | $3M | — | — |
| 41 | Sepio Capital, LP | 78,35078,350 | $2M | — | NEW |
| 42 | NORTHERN TRUST CORP | 72,68972,689 | $2M | — | ADD 5% |
| 43 | Morse Asset Management, Inc | 63,10063,100 | $2M | — | TRIM -4% |
| 44 | BANK OF AMERICA CORP /DE/ | 53,57253,572 | $2M | — | ADD 1957% |
| 45 | JONES FINANCIAL COMPANIES LLLP | 46,63446,634 | $1M | — | ADD 6% |
| 46 | Haverford Trust Co | 34,14834,148 | $1M | — | — |
| 47 | Rockefeller Capital Management L.P. | 33,30233,302 | $1M | — | ADD 64% |
| 48 | JANE STREET GROUP, LLC | 23,75323,753 | $722,566 | — | TRIM -15% |
| 49 | National Philanthropic Trust | 19,85219,852 | $603,898 | — | ADD 29% |
| 50 | HB Wealth Management, LLC | 16,26016,260 | $494,629 | — | ADD 33% |
| 51 | LAVELLE CAPITAL LP | 8,3968,396 | $255,400 | — | — |
| 52 | LPL Financial LLC | 8,1508,150 | $247,923 | — | — |
| 53 | &PARTNERS | 7,2317,231 | $219,967 | — | ADD 7% |
| 54 | MSA Advisors, LLC | 5,0505,050 | $153,621 | — | NEW |
| 55 | WELLS FARGO & COMPANY/MN | 3,1673,167 | $96,340 | — | NEW |
| 56 | OSAIC HOLDINGS, INC. | 673673 | $20,471 | — | NEW |
| 57 | Sunbelt Securities, Inc. | 150150 | $4,563 | — | NEW |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| BROWN ADVISORY INC | 393K | 952K | 2.5M | 4.5M | 6.8M | 11.6M | $353M |
| BROWN BROTHERS HARRIMAN & CO | — | — | 402K | 1.1M | 2.4M | 8.2M | $250M |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York | — | 1.4M | 3.4M | 4.2M | 4.2M | 5.8M | $176M |
| Cresset Asset Management, LLC | — | — | 3.7M | 3.8M | 3.8M | 3.8M | $115M |
| Sendero Wealth Management, LLC | 664K | 1.2M | 1.6M | 1.8M | 2.3M | 2.7M | $83M |
| CITADEL ADVISORS LLC | — | — | — | — | — | 2.7M | $81M |
| GLENMEDE TRUST CO NA | 228K | 487K | — | — | 1.8M | 1.9M | $59M |
| LAZARD ASSET MANAGEMENT LLC | 59K | 227K | 539K | 789K | 1.1M | 1.5M | $45M |
| BCS Private Wealth Management, Inc. | — | — | 1.0M | 1.0M | 1.0M | 1.3M | $41M |
| JPMORGAN CHASE & CO | 38K | 451K | 1.2M | 2.5M | 1.4M | 1.4M | $41M |
| MORGAN STANLEY | — | 267 | 10K | 92K | 137K | 1.2M | $35M |
| Red Door Wealth Management, LLC | 433K | 456K | 510K | 930K | 1.1M | 1.1M | $34M |
| COMMERCE BANK | 783K | 783K | 783K | 783K | 783K | 807K | $25M |
| BURKETT FINANCIAL SERVICES, LLC | 644K | 644K | 644K | 644K | 648K | 648K | $20M |
| CITIZENS FINANCIAL GROUP INC/RI | — | — | — | 541K | 613K | 613K | $19M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 57 | 51,877,758 | — | $1.6B |
| 2025-Q4 | 48 | 34,221,987 | — | $1.1B |
| 2025-Q3 | 49 | 30,495,567 | — | $930M |
| 2025-Q2 | 40 | 22,317,238 | — | $674M |
| 2025-Q1 | 39 | 11,247,370 | — | $314M |
| 2024-Q4 | 33 | 6,798,204 | — | $189M |
| 2024-Q3 | 27 | 5,594,387 | — | $153M |
| 2024-Q2 | 17 | 4,490,406 | — | $119M |
| 2024-Q1 | 8 | 2,355,147 | — | $59M |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
