BlackRock, Inc.Added
- Quarter
- Jun 30, 2026
- Shares held
- 2,858,389
- Share change
- +32,566
- Value change
- +$44.48M
SEC FORM 13F
FACTSET RESEARCH SYSTEMS INC (FDS) institutional 13F changes
Institutional holding changes reported on SEC Form 13F, classified as new, added, reduced or sold out, with a direct filing source for every row.
Last updated: 08/13/2026, 08:05 PM UTCAll FDS stock data
- Recent 13F changes
- 12
- Institutions
- 12
- Bought / reduced
- 5 / 7
- Latest report period
- Jun 30, 2026
Institutional 13F changes
Newest filings first| Quarter | Institution | Type | Shares held | Share change | Value change | Source |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | BlackRock, Inc. | Added | 2,858,389 | +32,566 | +$44.48M | SEC 13F ↗ |
| Jun 30, 2026 | Vanguard Capital Management LLC | Reduced | 2,379,691 | -28,945 | +$24.87M | SEC 13F ↗ |
| Jun 30, 2026 | State Street Corp | Reduced | 1,873,867 | -24,534 | +$19.21M | SEC 13F ↗ |
| Jun 30, 2026 | Vanguard Portfolio Management LLC | Reduced | 1,781,324 | -25,368 | +$17.81M | SEC 13F ↗ |
| Jun 30, 2026 | Geode Capital Management, LLC | Added | 1,380,700 | +238,365 | +$69.76M | SEC 13F ↗ |
| Mar 31, 2026 | Invesco Ltd. | Added | 1,071,663 | +355,311 | +$77.1M | SEC 13F ↗ |
| Mar 31, 2026 | Morgan Stanley | Reduced | 1,050,320 | -70,619 | -$15.32M | SEC 13F ↗ |
| Mar 31, 2026 | Bank of America Corp. | Added | 842,715 | +211,940 | +$45.99M | SEC 13F ↗ |
| Mar 31, 2026 | Marshall Wace, LLP | Added | 790,829 | +209,337 | +$45.42M | SEC 13F ↗ |
| Mar 31, 2026 | Norges Bank | Sold out | 522,045 | — | — | SEC 13F ↗ |
| Mar 31, 2026 | Wells Fargo & Company | Reduced | 693,231 | -499,938 | -$108.48M | SEC 13F ↗ |
| Mar 31, 2026 | Bank of Montreal | Reduced | 567,466 | -30,496 | -$6.62M | SEC 13F ↗ |
- Quarter
- Jun 30, 2026
- Shares held
- 2,379,691
- Share change
- -28,945
- Value change
- +$24.87M
State Street CorpReduced
- Quarter
- Jun 30, 2026
- Shares held
- 1,873,867
- Share change
- -24,534
- Value change
- +$19.21M
- Quarter
- Jun 30, 2026
- Shares held
- 1,781,324
- Share change
- -25,368
- Value change
- +$17.81M
- Quarter
- Jun 30, 2026
- Shares held
- 1,380,700
- Share change
- +238,365
- Value change
- +$69.76M
Invesco Ltd.Added
- Quarter
- Mar 31, 2026
- Shares held
- 1,071,663
- Share change
- +355,311
- Value change
- +$77.1M
Morgan StanleyReduced
- Quarter
- Mar 31, 2026
- Shares held
- 1,050,320
- Share change
- -70,619
- Value change
- -$15.32M
- Quarter
- Mar 31, 2026
- Shares held
- 842,715
- Share change
- +211,940
- Value change
- +$45.99M
Marshall Wace, LLPAdded
- Quarter
- Mar 31, 2026
- Shares held
- 790,829
- Share change
- +209,337
- Value change
- +$45.42M
Norges BankSold out
- Quarter
- Mar 31, 2026
- Shares held
- 522,045
- Share change
- —
- Value change
- —
Wells Fargo & CompanyReduced
- Quarter
- Mar 31, 2026
- Shares held
- 693,231
- Share change
- -499,938
- Value change
- -$108.48M
Bank of MontrealReduced
- Quarter
- Mar 31, 2026
- Shares held
- 567,466
- Share change
- -30,496
- Value change
- -$6.62M
How to read this dataset
Form 13F is filed after quarter end and can lag current holdings. Share counts may be derived from reported value and filing price; derived values are identified as calculations.