Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
519 institutional managers reported holding CFR for the quarter ended Mar 31, 2026. Together they hold about 86% of shares outstanding; the top 10 hold 48%. 71 opened new positions; 66 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 7.08M | 11.22% | $970.4M | added +0.5% | ≤2013 |
| Vanguard Group | 6.43M | 10.18% | $880.8M | unchanged | ≤2013 |
| Aristotle Capital Management, LLC | 4.77M | 7.55% | $653.1M | trimmed -4.9% | 2015 Q2 |
| State Street | 3.10M | 4.91% | $424.9M | trimmed -7.5% | ≤2013 |
| First Eagle Investment Management | 2.27M | 3.59% | $310.6M | opened | 2026 Q1 |
| Dimensional Fund Advisors | 1.53M | 2.43% | $209.8M | added +18.3% | ≤2013 |
| Geode Capital | 1.33M | 2.11% | $182.4M | added +8.7% | ≤2013 |
| King Luther Capital Management CORP | 1.33M | 2.10% | $181.7M | unchanged | ≤2013 |
| Bank OF America CORP /DE/ | 1.21M | 1.92% | $165.9M | added +11.8% | ≤2013 |
| Boston Trust Walden CORP | 967.8k | 1.53% | $132.7M | trimmed -7.3% | 2024 Q3 |
| Northern Trust | 946.0k | 1.50% | $129.7M | unchanged | ≤2013 |
| Champlain Investment Partners, LLC | 855.2k | 1.35% | $117.2M | trimmed -26.8% | ≤2013 |
| Morgan Stanley | 852.0k | 1.35% | $116.8M | added +32.7% | ≤2013 |
| First Trust Advisors LP | 789.9k | 1.25% | $108.3M | added +6.2% | ≤2013 |
| Westwood Holdings Group INC | 743.7k | 1.18% | $101.9M | trimmed -4.5% | 2022 Q3 |
| Goldman Sachs | 701.7k | 1.11% | $96.2M | trimmed -4.6% | ≤2013 |
| Principal Financial Group INC | 662.3k | 1.05% | $90.8M | trimmed -3.8% | ≤2013 |
| Two Sigma | 659.9k | 1.05% | $90.5M | added +104.4% | 2024 Q2 |
| Janus Henderson | 647.2k | 1.03% | $88.7M | trimmed -32.9% | 2021 Q3 |
| William Blair Investment Management, LLC | 611.8k | 0.97% | $83.9M | opened | 2026 Q1 |
| Charles Schwab Investment Management | 552.9k | 0.88% | $75.8M | added +5.1% | ≤2013 |
| BNY Mellon | 543.5k | 0.86% | $74.5M | added +0.7% | ≤2013 |
| SEI Investments CO | 518.1k | 0.82% | $71.0M | added +2.7% | ≤2013 |
| Manufacturers Life Insurance Company, THE | 516.8k | 0.82% | $70.8M | trimmed -17% | ≤2013 |
| Wellington Management | 500.1k | 0.79% | $68.5M | added +272.2% | ≤2013 |
| Impax Asset Management Group plc | 493.0k | 0.78% | $67.6M | trimmed -46.2% | 2024 Q4 |
| Neuberger Berman Group LLC | 428.6k | 0.68% | $58.8M | trimmed -46.1% | ≤2013 |
| Artemis Investment Management LLP | 417.2k | 0.66% | $57.2M | opened | 2026 Q1 |
| Royal Bank OF Canada | 412.6k | 0.65% | $56.6M | added +1.4% | ≤2013 |
| Alberta Investment Management CORP | 400.0k | 0.63% | $54.8M | unchanged | 2024 Q3 |
| UBS | 396.6k | 0.63% | $54.4M | added +1.2% | ≤2013 |
| Gw&k Investment Management, LLC | 376.2k | 0.60% | $51.6M | trimmed -1.9% | 2024 Q4 |
| Madison Asset Management, LLC | 335.6k | 0.53% | $46.0M | trimmed -6% | 2024 Q1 |
| Deprince Race & Zollo INC | 328.5k | 0.52% | $45.0M | added +2% | 2024 Q2 |
| Fiera Capital CORP | 320.7k | 0.51% | $44.0M | added +4.7% | 2025 Q3 |
| Natixis Advisors, LLC | 318.2k | 0.50% | $43.6M | trimmed -14.8% | 2021 Q4 |
| Vaughan Nelson Investment Management, L.p. | 310.0k | 0.49% | $42.5M | trimmed -58.1% | 2024 Q3 |
| FMR (Fidelity) | 306.3k | 0.48% | $42.0M | trimmed -2.3% | 2016 Q1 |
| Jacobs Levy Equity Management, INC | 275.1k | 0.44% | $37.7M | trimmed -5% | 2022 Q3 |
| Envestnet Asset Management INC | 269.9k | 0.43% | $37.0M | added +22.5% | ≤2013 |
| Jones Financial Companies Lllp | 254.8k | 0.40% | $34.9M | added +1577.7% | 2024 Q2 |
| Tctc Holdings, LLC | 219.9k | 0.35% | $30.1M | added +0.9% | ≤2013 |
| Palisade Capital Management, LP | 219.4k | 0.35% | $30.1M | trimmed -7.1% | ≤2013 |
| D. E. Shaw | 208.5k | 0.33% | $28.6M | added +40.3% | 2020 Q4 |
| Polaris Capital Management, LLC | 204.0k | 0.32% | $28.0M | trimmed -4.9% | 2023 Q2 |
| AQR Capital | 202.7k | 0.32% | $27.8M | added +78.9% | ≤2013 |
| Public Employees Retirement Association OF Colorado | 198.1k | 0.31% | $27.1M | unchanged | ≤2013 |
| ProShare Advisors LLC | 180.6k | 0.29% | $24.8M | trimmed -32.7% | ≤2013 |
| NEW York State Common Retirement Fund | 166.4k | 0.26% | $22.8M | unchanged | ≤2013 |
| Retirement Systems of Alabama | 162.3k | 0.26% | $22.2M | unchanged | ≤2013 |
Largest 50 of 519 shown; the full ranked, searchable register is at boothcheck.com/holders/CFR. 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.