Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
457 institutional managers reported holding BMI for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 53%. 60 opened new positions; 82 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 4.95M | 16.86% | $754.6M | trimmed -3.5% | ≤2013 |
| Vanguard Group | 4.01M | 13.66% | $611.1M | added +0.6% | ≤2013 |
| State Street | 1.52M | 5.19% | $232.4M | added +4.6% | ≤2013 |
| UBS | 944.9k | 3.22% | $144.0M | added +19.5% | ≤2013 |
| Geode Capital | 938.8k | 3.20% | $143.1M | added +7.1% | ≤2013 |
| Invesco | 777.9k | 2.65% | $118.5M | added +1.5% | ≤2013 |
| Morgan Stanley | 663.2k | 2.26% | $101.1M | trimmed -8% | ≤2013 |
| First Trust Advisors LP | 560.4k | 1.91% | $85.4M | added +54.8% | ≤2013 |
| Dimensional Fund Advisors | 540.3k | 1.84% | $82.3M | added +5.8% | ≤2013 |
| Boston Trust Walden CORP | 530.2k | 1.80% | $80.8M | added +4.4% | 2019 Q3 |
| Marshall Wace | 506.7k | 1.73% | $77.2M | added +80.9% | 2023 Q4 |
| Goldman Sachs | 464.8k | 1.58% | $70.8M | added +16.2% | ≤2013 |
| Amundi | 459.1k | 1.56% | $70.0M | added +10.9% | 2020 Q4 |
| Pictet Asset Management Holding SA | 394.3k | 1.34% | $60.1M | trimmed -47.7% | 2022 Q4 |
| Neuberger Berman Group LLC | 346.7k | 1.18% | $52.8M | added +1.6% | 2024 Q1 |
| Northern Trust | 332.5k | 1.13% | $50.7M | added +9.2% | ≤2013 |
| Charles Schwab Investment Management | 319.6k | 1.09% | $48.7M | added +1% | ≤2013 |
| Bamco INC /NY/ | 312.2k | 1.06% | $47.6M | added +4.1% | 2025 Q3 |
| Bank OF America CORP /DE/ | 292.9k | 1.00% | $44.6M | added +133.5% | ≤2013 |
| Kayne Anderson Rudnick Investment Management LLC | 269.6k | 0.92% | $41.1M | trimmed -3.9% | ≤2013 |
| Mirae Asset Global Etfs Holdings LTD. | 263.9k | 0.90% | $40.2M | added +6.2% | 2018 Q3 |
| Rockefeller Capital Management L.p. | 261.7k | 0.89% | $39.9M | added +23.3% | ≤2013 |
| T. Rowe Price | 260.8k | 0.89% | $39.7M | added +4.5% | ≤2013 |
| Franklin Resources | 221.3k | 0.75% | $33.7M | added +23.7% | 2022 Q4 |
| BNY Mellon | 205.2k | 0.70% | $31.3M | trimmed -2.4% | ≤2013 |
| Grantham, Mayo, Van Otterloo & CO. LLC | 203.8k | 0.69% | $31.1M | added +92.4% | 2025 Q2 |
| Legal & General Group PLC | 202.8k | 0.69% | $30.9M | added +13.4% | 2014 Q3 |
| Renaissance Technologies | 199.2k | 0.68% | $30.4M | added +43.9% | 2021 Q2 |
| American Capital Management INC | 185.8k | 0.63% | $28.3M | opened | 2026 Q1 |
| TD Asset Management INC | 182.0k | 0.62% | $27.7M | opened | 2023 Q2 |
| Principal Financial Group INC | 181.9k | 0.62% | $27.7M | added +2.8% | ≤2013 |
| Belpointe Asset Management LLC | 179.0k | 0.61% | $27.3M | unchanged | 2018 Q4 |
| Pacer Advisors, INC. | 167.6k | 0.57% | $25.5M | added +9.2% | 2022 Q4 |
| Tidal Investments LLC | 163.5k | 0.56% | $24.9M | trimmed -2% | 2023 Q3 |
| Storebrand Asset Management AS | 155.6k | 0.53% | $23.7M | added +16.6% | 2025 Q4 |
| DF Dent & CO INC | 150.9k | 0.51% | $23.0M | added +23.8% | 2025 Q3 |
| Royal Bank OF Canada | 145.9k | 0.50% | $22.2M | trimmed -18.3% | ≤2013 |
| Fundsmith (focused) | 142.5k | 0.48% | $21.7M | opened | 2026 Q1 |
| Robeco Institutional Asset Management B.v. | 141.4k | 0.48% | $21.5M | added +1.6% | 2023 Q1 |
| Arrowstreet Capital | 137.7k | 0.47% | $21.0M | trimmed -21.3% | 2023 Q2 |
| DekaBank Deutsche Girozentrale | 137.1k | 0.47% | $20.9M | unchanged | 2022 Q3 |
| Bessemer Group INC | 136.1k | 0.46% | $20.7M | trimmed -18.2% | 2022 Q4 |
| Nuveen | 135.1k | 0.46% | $20.6M | trimmed -0.9% | 2019 Q2 |
| Fundsmith Investment Services LTD. (focused) | 132.6k | 0.45% | $20.2M | unchanged | 2025 Q4 |
| Jupiter Asset Management LTD | 131.4k | 0.45% | $20.0M | added +30.8% | 2025 Q3 |
| Envestnet Asset Management INC | 131.1k | 0.45% | $20.0M | added +16.7% | 2015 Q1 |
| Raymond James Financial INC | 129.1k | 0.44% | $19.7M | added +7.2% | 2017 Q2 |
| Millennium Management | 126.1k | 0.43% | $19.2M | trimmed -10.2% | 2018 Q3 |
| Allianz Asset Management GmbH | 125.7k | 0.43% | $19.2M | added +13% | 2016 Q3 |
| Rhumbline Advisers | 123.1k | 0.42% | $18.8M | added +10.1% | ≤2013 |
Largest 50 of 457 shown; the full ranked, searchable register is at boothcheck.com/holders/BMI. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.