13F institutional ownership facts

Institutions tracked

49

Reported value

$67,820,937.00

Reported shares

1,781,012

Latest filing period

Q2 2026

Top institutional holders

  1. Lazard Asset Management · $123,549,570 · 0.19%
  2. Cliff Asness - AQR Capital Management · $366,192,749 · 0.13%
  3. Josef Lakonishok - Lsv Asset Management · $60,623,000 · 0.11%
  4. Dmitry Balyasny - Balyasny Asset Management · $12,826,601 · 0.02%
  5. Ken Griffin - Citadel Advisors · $20,339,442 · 0%
  6. David E. Shaw - D.E. Shaw & Co. · $26,963,191 · 0.01%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$HRB

Institutional Holdings

49

Top Institutions

Top Institutions

1

Lazard Asset Management

3,244,474 shares

0.19%

% of Portfolio

2

Cliff Asness - AQR Capital Management

9,616,406 shares

0.13%

% of Portfolio

3

Josef Lakonishok - Lsv Asset Management

1,591,990 shares

0.11%

% of Portfolio

4

Dmitry Balyasny - Balyasny Asset Management

336,833 shares

0.02%

% of Portfolio

5

Ken Griffin - Citadel Advisors

534,124 shares

0.00%

% of Portfolio

6

David E. Shaw - D.E. Shaw & Co.

708,067 shares

0.01%

% of Portfolio

7

Two Sigma Investments

301,186 shares

0.01%

% of Portfolio

8

Charles Schwab

1,845,107 shares

0.01%

% of Portfolio

9

David Solomon - Goldman Sachs

1,922,900 shares

0.01%

% of Portfolio

10

Larry Fink - BlackRock

16,326,241 shares

0.01%

% of Portfolio

11

Northern Trust Corp

2,934,354 shares

0.01%

% of Portfolio

12

Jeremy Grantham - GMO

271,197 shares

0.02%

% of Portfolio

13

CalPERS

258,863 shares

0.01%

% of Portfolio

14

Canada Pension Plan Investment Board

505,000 shares

0.01%

% of Portfolio

15

Geode Capital Management

3,061,311 shares

0.01%

% of Portfolio

16

New York State Teachers Retirement System - New York State Teachers Retirement System

139,549 shares

0.01%

% of Portfolio

17

Robeco Institutional Asset Management

282,804 shares

0.01%

% of Portfolio

18

UBS Group

908,285 shares

NaN%

% of Portfolio

19

State Street Corp

4,157,916 shares

NaN%

% of Portfolio

20

Morgan Stanley

2,185,522 shares

NaN%

% of Portfolio

21

Nuveen

401,261 shares

NaN%

% of Portfolio

22

Ensign Peak Advisors

51,107 shares

NaN%

% of Portfolio

23

Invesco

977,704 shares

NaN%

% of Portfolio

24

Wellington Management

421,459 shares

NaN%

% of Portfolio

25

Voya Investment Mgmt

57,500 shares

NaN%

% of Portfolio

26

Israel Englander - Millennium Management

63,187 shares

NaN%

% of Portfolio

27

BNP Paribas

82,312 shares

NaN%

% of Portfolio

28

Legal & General

182,210 shares

NaN%

% of Portfolio

29

Franklin Resources

170,134 shares

NaN%

% of Portfolio

30

Jamie Dimon - JPMorgan Chase

556,757 shares

NaN%

% of Portfolio

31

Neuberger Berman

33,418 shares

NaN%

% of Portfolio

32

T. Rowe Price

143,770 shares

NaN%

% of Portfolio

33

Mike Hankin - Brown Advisory INC

9,142 shares

NaN%

% of Portfolio

34

SG Americas Securities

23,847 shares

NaN%

% of Portfolio

35

PNC Financial Services

18,451 shares

NaN%

% of Portfolio

36

Amundi

29,744 shares

NaN%

% of Portfolio

37

Mitsubishi Ufj Asset Management Co., Ltd.

75 shares

NaN%

% of Portfolio

38

Fidelity International (FIL)

0 shares

0.00%

% of Portfolio

39

Chuck Royce - Royce & Associates

1,063,355 shares

0.33%

% of Portfolio

40

Segall Bryant & Hamill, LLC

95,000 shares

0.04%

% of Portfolio

41

Hotchkis & Wiley

256,840 shares

0.03%

% of Portfolio

42

Stephen Schwarzman - Blackstone

12,124 shares

NaN%

% of Portfolio

43

Ray Dalio - Bridgewater Associates

8,759 shares

NaN%

% of Portfolio

44

Lee Ainslie - Maverick Capital

0 shares

0.00%

% of Portfolio

45

Natixis

0 shares

0.00%

% of Portfolio

46

Jeff Auxier - Auxier Asset Management

42,211 shares

0.22%

% of Portfolio

47

Li Lu - Himalaya Capital Management

0 shares

0.00%

% of Portfolio

48

Jonathan Tepper - Prevatt Capital

710,000 shares

5.86%

% of Portfolio

49

Dan Juran - Rings Capital Management

53,000 shares

1.03%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

25%

LARGE

20%

MEDIUM

15%

SMALL

40%

Geographic Distribution

North America
55%
Europe
15%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

30

Sellers

15

Holders

60

New

8

Exited

5

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Insider TradingPRO

Trading Statistics

Insider Buyers

8

Insider Sellers

15

Purchase Value

$7.5M

Role Distribution

CEO
20%
CFO
15%
Director
30%
VP
12%
Other
5%
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RatingPRO

60

C+

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
70
Recent Activity
60
Concentration
55
Momentum
65
Stability
60

Recent Actions

New

5

Increased

15

Decreased

8

Exited

2

Total

30

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