Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
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Top holders largest 6 of 6 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 STALEY CAPITAL ADVISERS INC 35,759 35,759 $3M — — 2 2 Diversified Trust Co 7,488 7,488 $545,879 — — 3 3 CARRET ASSET MANAGEMENT, LLC 5,440 5,440 $396,513 — NEW 4 4 NEVILLE RODIE & SHAW INC 4,938 4,938 $360,000 — — 5 5 NORTH POINT PORTFOLIO MANAGERS CORP/OH 3,843 3,843 $280,120 — — 6 6 KELLEHER FINANCIAL ADVISORS 2,394 2,394 $174,470 — —
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 trends· top 6 holders · shares held over 6 quarters green added · red trimmed6 12 24 Max
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.
Institutional footprint by quarter reporting 13F holders 7 1 2013-Q1 2026-Q1 2013-Q1 · 1 holders · % suppressed/unavailable 2013-Q2 · 4 holders · % suppressed/unavailable 2013-Q3 · 6 holders · % suppressed/unavailable 2013-Q4 · 5 holders · % suppressed/unavailable 2014-Q1 · 6 holders · % suppressed/unavailable 2014-Q2 · 7 holders · % suppressed/unavailable 2014-Q3 · 5 holders · % suppressed/unavailable 2014-Q4 · 4 holders · % suppressed/unavailable 2015-Q1 · 4 holders · % suppressed/unavailable 2015-Q2 · 4 holders · % suppressed/unavailable 2015-Q3 · 2 holders · % suppressed/unavailable 2015-Q4 · 2 holders · % suppressed/unavailable 2016-Q1 · 2 holders · % suppressed/unavailable 2016-Q2 · 3 holders · % suppressed/unavailable 2016-Q3 · 2 holders · % suppressed/unavailable 2016-Q4 · 3 holders · % suppressed/unavailable 2017-Q1 · 2 holders · % suppressed/unavailable 2017-Q2 · 3 holders · % suppressed/unavailable 2017-Q3 · 3 holders · % suppressed/unavailable 2017-Q4 · 1 holders · % suppressed/unavailable 2018-Q1 · 1 holders · % suppressed/unavailable 2018-Q2 · 2 holders · % suppressed/unavailable 2018-Q3 · 3 holders · % suppressed/unavailable 2018-Q4 · 2 holders · % suppressed/unavailable 2019-Q1 · 1 holders · % suppressed/unavailable 2019-Q2 · 1 holders · % suppressed/unavailable 2019-Q3 · 1 holders · % suppressed/unavailable 2019-Q4 · 1 holders · % suppressed/unavailable 2020-Q4 · 2 holders · % suppressed/unavailable 2021-Q1 · 3 holders · % suppressed/unavailable 2021-Q2 · 3 holders · % suppressed/unavailable 2021-Q3 · 2 holders · % suppressed/unavailable 2021-Q4 · 2 holders · % suppressed/unavailable 2022-Q1 · 2 holders · % suppressed/unavailable 2022-Q2 · 2 holders · % suppressed/unavailable 2022-Q3 · 1 holders · % suppressed/unavailable 2022-Q4 · 1 holders · % suppressed/unavailable 2023-Q4 · 1 holders · % suppressed/unavailable 2024-Q2 · 1 holders · % suppressed/unavailable 2024-Q3 · 2 holders · % suppressed/unavailable 2024-Q4 · 3 holders · % suppressed/unavailable 2025-Q1 · 2 holders · % suppressed/unavailable 2025-Q2 · 2 holders · % suppressed/unavailable 2025-Q3 · 4 holders · % suppressed/unavailable 2025-Q4 · 6 holders · % suppressed/unavailable 2026-Q1 · 6 holders · % suppressed/unavailable 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 6 59,862 — $4M 2025-Q4 6 54,451 — $4M 2025-Q3 4 42,933 — $3M 2025-Q2 2 37,320 — $3M 2025-Q1 2 36,929 — $3M 2024-Q4 3 37,904 — $3M 2024-Q3 2 33,908 — $3M 2024-Q2 1
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.