| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 87,230,41487.2M | $1.7B | 2.54% | — |
| 2 | ALPS ADVISORS INC | 85,957,57986.0M | $1.7B | 2.50% | ADD 3% |
| 3 | JPMORGAN CHASE & CO | 72,210,99172.2M | $1.4B | 2.10% | ADD 97% |
| 4 | GOLDMAN SACHS GROUP INC | 60,419,64760.4M | $1.2B | 1.76% | ADD 17% |
| 5 | Invesco Ltd. | 56,091,47856.1M | $1.1B | 1.63% | — |
| 6 | TORTOISE CAPITAL ADVISORS, L.L.C. | 39,462,87839.5M | $762M | 1.15% | ADD 2% |
| 7 | Blackstone Inc. | 31,120,74531.1M | $601M | 0.90% | ADD 21% |
| 8 | UBS Group AG | 30,973,01831.0M | $598M | 0.90% | — |
| 9 | BANK OF AMERICA CORP /DE/ | 30,956,35831.0M | $597M | 0.90% | ADD 6% |
| 10 | Energy Income Partners, LLC | 25,207,45525.2M | $487M | 0.73% | — |
| 11 | KAYNE ANDERSON CAPITAL ADVISORS LP | 24,582,32024.6M | $474M | 0.71% | ADD 3% |
| 12 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 23,898,20023.9M | $461M | 0.69% | ADD 6% |
| 13 | FMR LLC | 23,755,49523.8M | $458M | 0.69% | ADD 8% |
| 14 | NATIXIS | 21,379,12421.4M | $413M | 0.62% | ADD 4% |
| 15 | WESTWOOD HOLDINGS GROUP INC | 16,984,38417.0M | $328M | 0.49% | ADD 5172% |
| 16 | NEUBERGER BERMAN GROUP LLC | 15,839,81615.8M | $306M | 0.46% | — |
| 17 | CHICKASAW CAPITAL MANAGEMENT LLC | 15,494,67815.5M | $299M | 0.45% | — |
| 18 | CIBC Bancorp USA Inc. | 13,503,82413.5M | $261M | 0.39% | NEW |
| 19 | COOPERMAN LEON G | 13,320,10013.3M | $257M | 0.39% | — |
| 20 | Clearbridge Investments, LLC | 13,108,05113.1M | $253M | 0.38% | — |
| 21 | WELLS FARGO & COMPANY/MN | 12,528,79112.5M | $242M | 0.36% | — |
| 22 | BNP PARIBAS FINANCIAL MARKETS | 11,033,08011.0M | $213M | 0.32% | TRIM -13% |
| 23 | BARCLAYS PLC | 9,882,1319.9M | $191M | 0.29% | ADD 301% |
| 24 | BERKLEY W R CORP | 8,250,0008.3M | $159M | 0.24% | — |
| 25 | CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 7,997,6008.0M | $154M | 0.23% | — |
| 26 | RAYMOND JAMES FINANCIAL INC | 7,838,2877.8M | $151M | 0.23% | ADD 5% |
| 27 | LPL Financial LLC | 7,141,8957.1M | $138M | 0.21% | TRIM -7% |
| 28 | STIFEL FINANCIAL CORP | 6,691,0546.7M | $129M | 0.19% | ADD 4% |
| 29 | EAGLE GLOBAL ADVISORS LLC | 6,459,5766.5M | $125M | 0.19% | — |
| 30 | BROOKFIELD Corp /ON/ | 6,445,3336.4M | $124M | 0.19% | TRIM -9% |
| 31 | Patient Capital Management, LLC | 6,088,2036.1M | $118M | 0.18% | ADD 15% |
| 32 | Recurrent Investment Advisors LLC | 5,562,3815.6M | $107M | 0.16% | ADD 4% |
| 33 | Garrett Wealth Advisory Group, LLC | 5,479,3085.5M | $106M | 0.16% | — |
| 34 | Stephens Group, LLC | 5,444,5975.4M | $105M | 0.16% | TRIM -2% |
| 35 | CITIGROUP INC | 5,385,9885.4M | $104M | 0.16% | ADD 11% |
| 36 | MILLER HOWARD INVESTMENTS INC /NY | 5,216,8475.2M | $101M | 0.15% | — |
| 37 | Rockefeller Capital Management L.P. | 5,137,1415.1M | $99M | 0.15% | ADD 13% |
| 38 | COMMERCE BANK | 5,028,6975.0M | $97M | 0.15% | — |
| 39 | Fractal Investments LLC | 4,820,2154.8M | $93M | 0.14% | — |
| 40 | HRT FINANCIAL LP | 4,347,6434.3M | $84M | 0.13% | ADD 26% |
| 41 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 4,346,7384.3M | $84M | 0.13% | ADD 15% |
| 42 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | 4,243,7634.2M | $82M | 0.12% | ADD 40% |
| 43 | BlackRock, Inc. | 4,000,9994.0M | $77M | 0.12% | — |
| 44 | ROYAL BANK OF CANADA | 3,985,0964.0M | $77M | 0.12% | TRIM -16% |
| 45 | COHEN & STEERS, INC. | 3,550,6103.6M | $69M | 0.10% | ADD 16% |
| 46 | Chicago Partners Investment Group LLC | 3,434,8583.4M | $66M | 0.10% | — |
| 47 | Employees Retirement System of Texas | 3,349,8083.3M | $65M | 0.10% | ADD 18% |
| 48 | Long Focus Capital Management, LLC | 3,342,4003.3M | $65M | 0.10% | — |
| 49 | Americana Partners, LLC | 3,232,9253.2M | $62M | 0.09% | — |
| 50 | MIZUHO MARKETS AMERICAS LLC | 3,200,0003.2M | $62M | 0.09% | NEW |
| 51 | Pinnacle Wealth Planning Services, Inc. | 3,074,5973.1M | $59M | 0.09% | TRIM -20% |
| 52 | Maryland State Retirement & Pension System | 2,849,1402.8M | $55M | 0.08% | TRIM -4% |
| 53 | OSAIC HOLDINGS, INC. | 2,846,7542.8M | $55M | 0.08% | — |
| 54 | HighTower Advisors, LLC | 2,818,2322.8M | $54M | 0.08% | ADD 4% |
| 55 | Progeny 3, Inc. | 2,743,9072.7M | $53M | 0.08% | TRIM -5% |
| 56 | Allianz Asset Management GmbH | 2,652,9662.7M | $51M | 0.08% | ADD 23% |
| 57 | Philosophy Capital Management LLC | 2,267,9282.3M | $44M | 0.07% | TRIM -15% |
| 58 | LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 2,188,7372.2M | $42M | 0.06% | TRIM -28% |
| 59 | VICTORY CAPITAL MANAGEMENT INC | 2,158,7392.2M | $42M | 0.06% | ADD 5615% |
| 60 | Cambridge Investment Research Advisors, Inc. | 2,130,4832.1M | $41M | 0.06% | ADD 6% |
| 61 | Cetera Investment Advisers | 2,118,2682.1M | $41M | 0.06% | TRIM -3% |
| 62 | SG Americas Securities, LLC | 2,073,2552.1M | $40M | 0.06% | ADD 7% |
| 63 | WALNUT PRIVATE EQUITY PARTNERS, LLC | 2,047,5002.0M | $40M | 0.06% | — |
| 64 | Northside Capital Management, LLC | 2,009,2612.0M | $39M | 0.06% | TRIM -5% |
| 65 | Zurich Insurance Group Ltd/FI | 1,990,8342.0M | $38M | 0.06% | — |
| 66 | Empowered Funds, LLC | 1,982,4032.0M | $38M | 0.06% | ADD 49% |
| 67 | Mariner, LLC | 1,975,0852.0M | $38M | 0.06% | ADD 8% |
| 68 | Catalyst Capital Advisors LLC | 1,939,0201.9M | $37M | 0.06% | TRIM -4% |
| 69 | Beacon Pointe Advisors, LLC | 1,922,9761.9M | $37M | 0.06% | ADD 15% |
| 70 | EXCHANGE TRADED CONCEPTS, LLC | 1,903,1801.9M | $37M | 0.06% | ADD 2% |
| 71 | Sanctuary Advisors, LLC | 1,888,6611.9M | $36M | 0.05% | ADD 16% |
| 72 | Callodine Capital Management, LP | 1,875,0001.9M | $36M | 0.05% | ADD 18% |
| 73 | Nuveen, LLC | 1,872,7491.9M | $36M | 0.05% | TRIM -11% |
| 74 | COMMONWEALTH EQUITY SERVICES, LLC | 1,752,4731.8M | $34M | 0.05% | TRIM -3% |
| 75 | Waverly Advisors, LLC | 1,725,8431.7M | $33M | 0.05% | ADD 22% |
| 76 | Kamunting Street Capital Management, L.P. | 1,616,2101.6M | $31M | 0.05% | TRIM -30% |
| 77 | JENNISON ASSOCIATES LLC | 1,584,0391.6M | $31M | 0.05% | ADD 5% |
| 78 | APPALOOSA LPtracked | 1,576,1251.6M | $30M | 0.05% | TRIM -28% |
| 79 | U.S. Capital Wealth Advisors, LLC | 1,523,4081.5M | $29M | 0.04% | TRIM -2% |
| 80 | Private Capital Advisors, Inc. | 1,485,1581.5M | $29M | 0.04% | ADD 78% |
| 81 | Adams Asset Advisors, LLC | 1,441,7571.4M | $28M | 0.04% | — |
| 82 | Delphi Financial Group, Inc. | 1,421,9451.4M | $27M | 0.04% | — |
| 83 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,421,4731.4M | $27M | 0.04% | TRIM -76% |
| 84 | Empirical Finance, LLC | 1,404,7561.4M | $27M | 0.04% | ADD 87% |
| 85 | Aptus Capital Advisors, LLC | 1,397,2771.4M | $27M | 0.04% | ADD 13% |
| 86 | Kestra Advisory Services, LLC | 1,389,5041.4M | $27M | 0.04% | ADD 16% |
| 87 | STEPHENS INC /AR/ | 1,380,4371.4M | $27M | 0.04% | — |
| 88 | Alden Global Capital LLC | 1,370,5111.4M | $26M | 0.04% | — |
| 89 | MONETA GROUP INVESTMENT ADVISORS LLC | 1,350,3711.4M | $26M | 0.04% | — |
| 90 | Pathstone Holdings, LLC | 1,343,5861.3M | $26M | 0.04% | ADD 44% |
| 91 | Texas Yale Capital Corp. | 1,311,9651.3M | $25M | 0.04% | — |
| 92 | GABELLI FUNDS LLC | 1,285,8251.3M | $25M | 0.04% | — |
| 93 | RR Advisors, LLC | 1,235,2601.2M | $24M | 0.04% | ADD 5% |
| 94 | BLACKHILL CAPITAL INC | 1,200,0001.2M | $23M | 0.03% | ADD 3% |
| 95 | Creative Planning | 1,174,3961.2M | $23M | 0.03% | ADD 31% |
| 96 | ENVESTNET ASSET MANAGEMENT INC | 1,145,5331.1M | $22M | 0.03% | ADD 12% |
| 97 | JANE STREET GROUP, LLC | 1,100,2071.1M | $21M | 0.03% | TRIM -29% |
| 98 | MANNING & NAPIER ADVISORS LLC | 1,100,0001.1M | $21M | 0.03% | ADD 18% |
| 99 | NEOS Investment Management LLC | 1,071,2471.1M | $21M | 0.03% | ADD 46% |
| 100 | Prospera Financial Services Inc | 1,064,9921.1M | $21M | 0.03% | — |
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 |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 92.6M | 68.6M | 69.2M | 60.9M | 86.3M | 87.2M | $1.7B |
| ALPS ADVISORS INC | 66.7M | 75.4M | 74.3M | 77.7M | 83.8M | 86.0M | $1.7B |
| JPMORGAN CHASE & CO | 49.1M | 43.4M | 47.2M | 89.6M | 36.7M | 72.2M | $1.4B |
| GOLDMAN SACHS GROUP INC | 91.7M | 77.0M | 71.0M | 55.6M | 51.6M | 60.4M | $1.2B |
| Invesco Ltd. | 56.1M | 56.1M | 56.1M | 57.9M | 55.0M | 56.1M | $1.1B |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 37.3M | 38.2M | 37.3M | 38.6M | 38.7M | 39.5M | $762M |
| Blackstone Inc. | 53.7M | 52.0M | 46.7M | 38.5M | 25.8M | 31.1M | $601M |
| UBS Group AG | 38.6M | 33.1M | 33.6M | 34.1M | 31.5M | 31.0M | $598M |
| BANK OF AMERICA CORP /DE/ | 37.9M | 37.4M | 30.2M | 28.0M | 29.3M | 31.0M | $597M |
| Energy Income Partners, LLC | 20.6M | 23.1M | 23.0M | 23.4M | 25.2M | 25.2M | $487M |
| KAYNE ANDERSON CAPITAL ADVISORS LP | 24.0M | 24.2M | 24.1M | 24.0M | 24.0M | 24.6M | $474M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 19.8M | 19.5M | 21.4M | 21.9M | 22.6M | 23.9M | $461M |
| FMR LLC | 38.6M | 44.1M | 37.9M | 29.5M | 22.1M | 23.8M | $458M |
| NATIXIS | 14.6M | 18.2M | 17.5M | 17.6M | 20.5M | 21.4M | $413M |
| WESTWOOD HOLDINGS GROUP INC | 16.3M | 16.8M | 16.7M | 16.9M | 322K | 17.0M | $328M |
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.
Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding divides each quarter's as-filed 13F shares by the SEC cover-page share count dated to that same quarter (split-adjusted), not by today's count — so splits and buybacks don't move the line.
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.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| JPMORGAN CHASE & CO | +35,497,456 | $685M | ADD |
| WESTWOOD HOLDINGS GROUP INC | +16,662,220 | $322M | ADD |
| CIBC Bancorp USA Inc. | +13,503,824 | $261M | OPEN |
| GOLDMAN SACHS GROUP INC | +8,780,204 | $169M | ADD |
| BARCLAYS PLC | +7,420,363 | $143M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| First Reserve GP XIII Ltd | −23,340,380 | $450M | CLOSE |
| CIBC Private Wealth Group LLC | −15,366,720 | $297M | CLOSE |
| ABRAMS CAPITAL MANAGEMENT, L.P. | −6,115,417 | $118M | CLOSE |
| HSBC HOLDINGS PLC | −5,126,830 | $99M | CLOSE |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | −4,572,774 | $88M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 1,287 | 1,080,618,010 | 31.4% | $20.9B |
| 2025-Q4 | 1,251 | 1,032,166,951 | 30.1% | $17.0B |
| 2025-Q3 | 1,222 | 1,087,138,585 | 31.7% | $18.6B |
| 2025-Q2 | 1,232 | 1,090,332,129 | 31.8% | $19.8B |
| 2025-Q1 | 1,212 | 1,133,062,412 | 33.0% | $21.0B |
| 2024-Q4 | 1,202 | 1,159,561,227 | 33.9% | $22.7B |
| 2024-Q3 | 1,098 | 1,164,562,234 | 34.0% | $18.9B |
| 2024-Q2 | 1,078 | 1,157,723,623 | 34.4% | $18.7B |
| 2024-Q1 | 1,056 | 1,273,623,446 | 37.8% | $19.9B |
| 2023-Q4 | 1,052 | 1,233,819,988 | 39.2% | $17.0B |
| 2023-Q3 | 963 | 1,076,125,767 | 34.2% | $15.1B |
| 2023-Q2 | 952 | 1,093,010,347 | 35.3% | $13.9B |
| 2023-Q1 | 928 | 1,141,917,076 | 36.9% | $14.4B |
| 2022-Q4 | 910 | 1,158,714,137 | 37.5% | $13.7B |
| 2022-Q3 | 850 | 1,178,313,055 | 38.2% | $13.0B |
| 2022-Q2 | 842 | 1,206,545,492 | 39.1% | $12.0B |
| 2022-Q1 | 826 | 1,224,381,860 | 39.7% | $13.7B |
| 2021-Q4 | 808 | 1,212,134,183 | 44.8% | $10.2B |
| 2021-Q3 | 768 | 1,020,878,983 | 37.7% | $9.8B |
| 2021-Q2 | 748 | 1,017,292,869 | 37.6% | $10.8B |
| 2021-Q1 | 734 | 1,018,331,610 | 37.7% | $7.8B |
| 2020-Q4 | 753 | 1,035,455,541 | 38.4% | $6.4B |
| 2020-Q3 | 728 | 983,740,704 | 36.5% | $5.4B |
| 2020-Q2 | 770 | 1,076,657,415 | 40.0% | $7.6B |
| 2020-Q1 | 769 | 1,264,711,627 | 47.0% | $5.9B |
| 2019-Q4 | 794 | 1,412,963,542 | 53.8% | $18.1B |
| 2019-Q3 | 737 | 1,409,749,793 | 53.7% | $18.2B |
| 2019-Q2 | 725 | 1,463,873,044 | 55.9% | $20.6B |
| 2019-Q1 | 737 | 1,517,606,392 | 57.9% | $23.3B |
| 2018-Q4 | 730 | 1,469,975,342 | 56.2% | $19.5B |
| 2018-Q3 | 401 | 555,325,641 | 47.9% | $9.7B |
| 2018-Q2 | 389 | 517,913,112 | 48.0% | $8.9B |
| 2018-Q1 | 391 | 522,178,113 | 48.4% | $7.4B |
| 2017-Q4 | 395 | 526,556,196 | 48.8% | $9.0B |
| 2017-Q3 | 365 | 554,776,293 | 51.4% | $9.6B |
| 2017-Q2 | 358 | 523,336,938 | 48.5% | $9.4B |
| 2017-Q1 | 358 | 552,296,006 | 51.2% | $10.9B |
| 2016-Q4 | 342 | 528,511,015 | 50.5% | $10.2B |
| 2016-Q3 | 344 | 458,607,628 | 43.9% | $7.7B |
| 2016-Q2 | 343 | 461,583,788 | 44.2% | $6.6B |
| 2016-Q1 | 340 | 472,680,830 | 45.2% | $3.4B |
| 2015-Q4 | 370 | 574,857,641 | 55.0% | $7.8B |
| 2015-Q3 | 362 | 520,410,142 | 49.3% | $10.8B |
| 2015-Q2 | 414 | 266,718,550 | 49.5% | $17.0B |
| 2015-Q1 | 415 | 261,384,430 | 24.3% | $16.6B |
| 2014-Q4 | 388 | 257,741,884 | 47.8% | $14.8B |
| 2014-Q3 | 384 | 268,454,383 | 49.8% | $16.6B |
| 2014-Q2 | 369 | 262,177,795 | 48.2% | $15.5B |
| 2014-Q1 | 350 | 260,518,545 | 46.7% | $12.2B |
| 2013-Q4 | 326 | 138,158,988 | 49.2% | $11.2B |
| 2013-Q3 | 285 | 137,743,615 | 49.1% | $9.1B |
| 2013-Q2 | 283 | 131,135,362 | 46.7% | $7.9B |
| 2013-Q1 | 18 | 13,296,192 | 4.7% | $777M |
