VVISA INC
CUSIP 92826C839 · Yahoo Finance ↗ · Google Finance ↗
Visa Inc (V) has 4,376 institutional holders in Filings Flow’s 13F database, together reporting 1463.00M shares worth $421.3B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
4,376
Q1 2026
Reported Value
$421.3B
Ticker
V
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Hengistbury Investment Partners LLP$240M AUM | 62.32% | $150M | 495.1K | Q1 2026OLDER |
| Alfreton Capital LLP$308M AUM | 32.97% | $102M | 336.0K | Q1 2026OLDER |
| TCI Fund Management Ltd$45.2B AUM | 20.39% | $9.2B | 30.47M | Q1 2026OLDER |
| 14B Captial Management LP$124M AUM | 19.53% | $24M | 69.3K | Q4 2025OLDER |
| Hingham Institution for Savings$113M AUM | 17.40% | $20M | 65.2K | Q1 2026OLDER |
| Troy Asset Management Ltd$3.4B AUM | 14.71% | $493M | 1.63M | Q1 2026OLDER |
| Charles-Lim Capital Ltd$301M AUM | 14.27% | $53M | 150.0K | Q4 2025OLDER |
| Egerton Capital (UK) LLP$9.0B AUM | 13.79% | $1.2B | 4.11M | Q1 2026OLDER |
| GCQ FUNDS MANAGEMENT PTY Ltd$753M AUM | 12.34% | $93M | 307.4K | Q1 2026OLDER |
| Blacksheep Fund Management Ltd$247M AUM | 12.31% | $30M | 100.7K | Q1 2026OLDER |
| ValueAct Holdings, L.P.$5.7B AUM | 12.26% | $700M | 2.32M | Q1 2026OLDER |
| Consulta Ltd$2.0B AUM | 11.28% | $227M | 750.0K | Q1 2026OLDER |
| Katamaran Capital LLP$124M AUM | 11.08% | $14M | 45.6K | Q1 2026OLDER |
| Positano Wealth Management Ltd$135M AUM | 10.94% | $15M | 48.9K | Q2 2026 |
| Venator Management LLC$416M AUM | 10.84% | $45M | 149.1K | Q1 2026OLDER |
| Luma Capital S.A. - SPF$112M AUM | 10.40% | $12M | 34.0K | Q2 2026 |
| TRB Advisors LP$146M AUM | 10.36% | $15M | 50.0K | Q1 2026OLDER |
| HughesLittle Investment Management Ltd.$511M AUM | 9.90% | $51M | 167.2K | Q1 2026OLDER |
| MFF Capital Investments Ltd$1.5B AUM | 9.84% | $150M | 494.9K | Q1 2026OLDER |
| Crown Oak Advisors, LLC$199M AUM | 9.83% | $20M | 64.8K | Q1 2026OLDER |
| R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC$172M AUM | 9.74% | $17M | 55.3K | Q1 2026OLDER |
| Hudson Way Capital Management LLC$1.0B AUM | 9.63% | $101M | 333.1K | Q1 2026OLDER |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST$9.0B AUM | 9.14% | $823M | 2.40M | Q2 2026 |
| Attestor Capital Ltd$380M AUM | 8.89% | $19M | 53.7K | Q4 2025OLDER |
| Palestra Capital Management LLC$2.6B AUM | 8.86% | $227M | 751.5K | Q1 2026OLDER |
| Avantyr Capital Partners, LP$2.1B AUM | 8.57% | $178M | 590.2K | Q1 2026OLDER |
| Saraza Management, LP$239M AUM | 8.47% | $20M | 66.8K | Q1 2026OLDER |
| Park State Asset Management$132M AUM | 8.38% | $11M | 36.6K | Q1 2026OLDER |
| Triveni Capital Investments LP$101M AUM | 8.35% | $8M | 27.9K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 8.20% | $2.1B | 6.42M | Q2 2026 |
| AKRE CAPITAL MANAGEMENT LLC$6.1B AUM | 8.07% | $495M | 1.64M | Q1 2026OLDER |
| GFI Investment Counsel Ltd.$731M AUM | 8.02% | $59M | 194.2K | Q1 2026OLDER |
| Cryder Capital Partners LLP$1.5B AUM | 7.82% | $120M | 396.0K | Q1 2026OLDER |
| CAPITAL & PLANNING, LLC$165M AUM | 7.71% | $13M | 42.1K | Q1 2026OLDER |
| Local Pensions Partnership Investment Ltd$4.6B AUM | 7.61% | $352M | 1.17M | Q1 2026OLDER |
| MARSHFIELD ASSOCIATES$5.0B AUM | 7.60% | $379M | 1.25M | Q1 2026OLDER |
| Barrier Capital Management, LLC$114M AUM | 7.57% | $9M | 28.5K | Q1 2026OLDER |
| Ravenstone Capital Management Inc.$200M AUM | 7.55% | $15M | 50.0K | Q2 2026 |
| Clio Asset Management LLC$119M AUM | 7.49% | $9M | 29.6K | Q1 2026OLDER |
| PROVIDENT TRUST CO$4.8B AUM | 7.46% | $357M | 1.18M | Q1 2026OLDER |
| FERNBRIDGE CAPITAL MANAGEMENT LP$1.6B AUM | 7.36% | $115M | 380.3K | Q1 2026OLDER |
| Fundsmith LLP$12.8B AUM | 7.31% | $938M | 3.10M | Q1 2026OLDER |
| XXEC, Inc.$571M AUM | 7.29% | $42M | 121.6K | Q1 2026OLDER |
| THREADGILL FINANCIAL, LLC$243M AUM | 7.28% | $18M | 51.5K | Q2 2026 |
| Foxhaven Asset Management, LP$3.2B AUM | 7.25% | $231M | 763.8K | Q1 2026OLDER |
| Maytus Capital Management, LLC$562M AUM | 7.22% | $41M | 134.2K | Q1 2026OLDER |
| Provident Investment Management, Inc.$1.0B AUM | 7.19% | $72M | 239.5K | Q1 2026OLDER |
| Chapman Investment Management, LLC$121M AUM | 7.17% | $9M | 28.8K | Q1 2026OLDER |
| CORTLAND ASSOCIATES INC/MO$697M AUM | 7.12% | $50M | 164.1K | Q1 2026OLDER |
| FUNDSMITH INVESTMENT SERVICES LTD.$4.4B AUM | 7.04% | $310M | 1.03M | Q1 2026OLDER |
| WORMSER FRERES GESTION$139M AUM | 6.98% | $10M | 31.3K | Q1 2026OLDER |
| Act Two Investors LLC$453M AUM | 6.95% | $31M | 104.2K | Q1 2026OLDER |
| AMIRAL GESTION$180M AUM | 6.93% | $12M | 41.3K | Q1 2026OLDER |
| Gladstone Capital Management LLP$996M AUM | 6.92% | $69M | 228.0K | Q1 2026OLDER |
| Two Creeks Capital Management, LP$974M AUM | 6.85% | $67M | 220.8K | Q1 2026OLDER |
| Explore Capital Management, LLC$107M AUM | 6.77% | $7M | 23.9K | Q1 2026OLDER |
| Temasek Holdings (Private) Ltd$30.5B AUM | 6.61% | $2.0B | 6.67M | Q1 2026OLDER |
| PARUS FINANCE (UK) Ltd$334M AUM | 6.54% | $22M | 72.4K | Q1 2026OLDER |
| BENNETT SELBY INVESTMENTS LP$285M AUM | 6.44% | $18M | 60.6K | Q1 2026OLDER |
| Cander Asset Management LP$557M AUM | 6.41% | $36M | 118.2K | Q1 2026OLDER |
| COMGEST GLOBAL INVESTORS S.A.S.$4.6B AUM | 6.32% | $290M | 959.8K | Q1 2026OLDER |
| LETSON INVESTMENT MANAGEMENT, INC.$260M AUM | 6.27% | $16M | 54.0K | Q1 2026OLDER |
| Fremen Capital Management LP$117M AUM | 6.21% | $7M | 24.0K | Q1 2026OLDER |
| Northstar Financial Companies, Inc.$126M AUM | 6.16% | $8M | 25.6K | Q1 2026OLDER |
| BLS CAPITAL FONDSMAEGLERSELSKAB A/S$2.9B AUM | 6.07% | $178M | 590.2K | Q1 2026OLDER |
| Ninety One North America, Inc.$2.2B AUM | 6.04% | $135M | 445.5K | Q1 2026OLDER |
| OMC Financial Services LTD$258M AUM | 6.04% | $16M | 51.5K | Q1 2026OLDER |
| L1 Capital International Pty Ltd$1.7B AUM | 5.95% | $100M | 330.4K | Q1 2026OLDER |
| LRZ CAPITAL LLC$200M AUM | 5.93% | $12M | 39.2K | Q1 2026OLDER |
| KENSICO CAPITAL MANAGEMENT CORP$4.9B AUM | 5.86% | $287M | 949.1K | Q1 2026OLDER |
| Kerrisdale Advisers, LLC$263M AUM | 5.76% | $15M | 50.0K | Q1 2026OLDER |
| Skye Global Management LP$5.0B AUM | 5.74% | $287M | 950.0K | Q1 2026OLDER |
| EDGEWOOD MANAGEMENT LLC$15.5B AUM | 5.72% | $886M | 2.93M | Q1 2026OLDER |
| Settian Capital LP$143M AUM | 5.65% | $8M | 26.7K | Q1 2026OLDER |
| THOMAS STORY & SON LLC$261M AUM | 5.62% | $15M | 48.4K | Q1 2026OLDER |
| WEITZ INVESTMENT MANAGEMENT, INC.$1.4B AUM | 5.60% | $80M | 265.3K | Q1 2026OLDER |
| Banque de Luxembourg S.A.$212M AUM | 5.39% | $11M | 33.3K | Q2 2026 |
| James Hambro & Partners LLP$2.6B AUM | 5.38% | $137M | 454.0K | Q1 2026OLDER |
| 11 Capital Partners LP$348M AUM | 5.37% | $19M | 61.9K | Q1 2026OLDER |
| Dash Acquisitions Inc.$480M AUM | 5.37% | $26M | 82.2K | Q1 2026OLDER |
| Valley Forge Capital Management, LP$3.4B AUM | 5.36% | $181M | 598.8K | Q1 2026OLDER |
| VIKING GLOBAL INVESTORS LP$35.7B AUM | 5.35% | $1.9B | 6.33M | Q1 2026OLDER |
| Bey-Douglas LLC$115M AUM | 5.35% | $6M | 20.3K | Q1 2026OLDER |
| DIAMANT ASSET MANAGEMENT, INC.$137M AUM | 5.34% | $7M | 7.33M | Q1 2026OLDER |
| Milestones Administradora de Recursos Ltda.$383M AUM | 5.33% | $20M | 67.6K | Q1 2026OLDER |
| Berkeley, Inc$298M AUM | 5.33% | $16M | 52.6K | Q1 2026OLDER |
| Coleford Investment Management Ltd.$408M AUM | 5.30% | $22M | 71.6K | Q1 2026OLDER |
| Gouws Capital LLC$189M AUM | 5.30% | $10M | 33.1K | Q1 2026OLDER |
| Prevatt Capital Ltd$371M AUM | 5.29% | $20M | 65.0K | Q1 2026OLDER |
| KR Capital LP$499M AUM | 5.28% | $26M | 87.1K | Q1 2026OLDER |
| SAYBROOK CAPITAL /NC$371M AUM | 5.18% | $19M | 63.7K | Q1 2026OLDER |
| WEDGEWOOD PARTNERS INC$484M AUM | 5.18% | $25M | 83.0K | Q1 2026OLDER |
| Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM | 5.16% | $142M | 469.4K | Q1 2026OLDER |
| Zeno Equity Partners LLP$246M AUM | 5.15% | $12M | 35.4K | Q4 2025OLDER |
| Suncoast Equity Management$833M AUM | 5.14% | $43M | 141.6K | Q1 2026OLDER |
| Brown Shipley& Co Ltd$167M AUM | 5.13% | $9M | 28.3K | Q1 2026OLDER |
| Voyager Global Management LP$2.9B AUM | 5.13% | $175M | 500.0K | Q4 2025OLDER |
| Vulcan Value Partners, LLC$3.8B AUM | 5.12% | $193M | 639.5K | Q1 2026OLDER |
| Gavilan Investment Partners LLC$372M AUM | 5.11% | $19M | 63.0K | Q1 2026OLDER |
| POLEN CAPITAL MANAGEMENT LLC$14.5B AUM | 5.11% | $739M | 2.45M | Q1 2026OLDER |
| London & Capital Asset Management Ltd$9.2B AUM | 5.10% | $468M | 1.55M | Q1 2026OLDER |
| Heirloom Wealth Management$555M AUM | 5.04% | $28M | 92.6K | Q1 2026OLDER |
| Peachtree Investment Partners, LLC$262M AUM | 5.04% | $13M | 43.7K | Q1 2026OLDER |
| DUDLEY & SHANLEY, INC.$662M AUM | 5.02% | $33M | 97.0K | Q2 2026 |
| Violich Capital Management, Inc.$855M AUM | 5.00% | $43M | 141.7K | Q1 2026OLDER |
| COERENTE CAPITAL MANAGEMENT$537M AUM | 5.00% | $27M | 89.0K | Q1 2026OLDER |
| Rockbridge Asset Management LLC$149M AUM | 5.00% | $7M | 24.6K | Q1 2026OLDER |
| Sustainable Growth Advisers, LP$10.6B AUM | 4.98% | $529M | 1.75M | Q1 2026OLDER |
| Grafton Street Partners Fund, LP$186M AUM | 4.92% | $9M | 26.8K | Q3 2025OLDER |
| Bretton Capital Management, LLC$109M AUM | 4.92% | $5M | 17.8K | Q1 2026OLDER |
| Ironvine Capital Partners, LLC$910M AUM | 4.90% | $45M | 147.6K | Q1 2026OLDER |
| McHugh Group, LLC$169M AUM | 4.88% | $8M | 27.3K | Q1 2026OLDER |
| Eurizon SLJ Capital Ltd$210M AUM | 4.87% | $10M | 34.2K | Q1 2026OLDER |
| Flagship Capital Management Inc.$136M AUM | 4.87% | $7M | 21.9K | Q1 2026OLDER |
| OSLO PENSJONSFORSIKRING AS$643M AUM | 4.84% | $31M | 103.0K | Q1 2026OLDER |
| Grafton Street Partners Management Company, LLC$167M AUM | 4.83% | $8M | 26.8K | Q1 2026OLDER |
| Investidor Profissional Gestao de Recursos Ltda.$306M AUM | 4.74% | $15M | 48.0K | Q1 2026OLDER |
| DOCK STREET ASSET MANAGEMENT INC$951M AUM | 4.73% | $45M | 148.8K | Q1 2026OLDER |
| Dundas Partners LLP$1.3B AUM | 4.68% | $59M | 194.0K | Q1 2026OLDER |
| WATERS PARKERSON & CO., LLC$1.9B AUM | 4.67% | $91M | 300.7K | Q1 2026OLDER |
| VANTAGE WEALTH$463M AUM | 4.61% | $21M | 60.8K | Q4 2025OLDER |
| Quintet Private Bank (Europe) S.A.$1.5B AUM | 4.59% | $68M | 226.6K | Q1 2026OLDER |
| Blue Grotto Capital, LLC$868M AUM | 4.55% | $40M | 130.7K | Q1 2026OLDER |
| Nepsis Inc.$299M AUM | 4.55% | $14M | 44.9K | Q1 2026OLDER |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA$382M AUM | 4.53% | $17M | 57.3K | Q1 2026OLDER |
| Chronos Wealth Management, LLC$207M AUM | 4.50% | $9M | 30.8K | Q1 2026OLDER |
| Anomaly Capital Management, LP$1.7B AUM | 4.49% | $74M | 245.2K | Q1 2026OLDER |
| ABSHER WEALTH MANAGEMENT, LLC$853M AUM | 4.49% | $38M | 126.6K | Q1 2026OLDER |
| Mill Capital Management, LLC$1.3B AUM | 4.47% | $59M | 194.6K | Q1 2026OLDER |
| WISCONSIN CAPITAL MANAGEMENT LLC$182M AUM | 4.45% | $8M | 26.8K | Q1 2026OLDER |
| Bowie Capital Management, LLC$2.7B AUM | 4.44% | $120M | 398.0K | Q1 2026OLDER |
| Parsonex Advisory Services, Inc.$102M AUM | 4.44% | $5M | 15.0K | Q1 2026OLDER |
| Longview Partners (Guernsey) LTD$7.1B AUM | 4.44% | $313M | 1.04M | Q1 2026OLDER |
| Bristol Gate Capital Partners Inc.$1.6B AUM | 4.40% | $68M | 226.1K | Q1 2026OLDER |
| Giverny Capital Inc.$2.7B AUM | 4.39% | $120M | 396.4K | Q1 2026OLDER |
| Quilter Plc$5.7B AUM | 4.29% | $244M | 808.9K | Q1 2026OLDER |
| Castlefield Investment Partners LLP$131M AUM | 4.29% | $6M | 18.5K | Q1 2026OLDER |
| Ninety One UK Ltd$43.1B AUM | 4.28% | $1.8B | 6.11M | Q1 2026OLDER |
| HARBER ASSET MANAGEMENT LLC$156M AUM | 4.21% | $7M | 21.8K | Q1 2026OLDER |
| Rempart Asset Management Inc.$475M AUM | 4.18% | $20M | 65.8K | Q1 2026OLDER |
| Sather Financial Group Inc$1.6B AUM | 4.16% | $68M | 224.0K | Q1 2026OLDER |
| MAR VISTA INVESTMENT PARTNERS LLC$1000M AUM | 4.15% | $41M | 137.1K | Q1 2026OLDER |
| Boit C F David$225M AUM | 4.13% | $9M | 26.6K | Q1 2026OLDER |
| LOCUST WOOD CAPITAL ADVISERS, LLC$3.9B AUM | 4.13% | $163M | 539.6K | Q1 2026OLDER |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC.$168M AUM | 4.12% | $7M | 22.9K | Q1 2026OLDER |
| America First Investment Advisors, LLC$536M AUM | 4.12% | $22M | 73.1K | Q1 2026OLDER |
| GENERATION INVESTMENT MANAGEMENT LLP$11.2B AUM | 4.10% | $458M | 1.51M | Q1 2026OLDER |
| Coalescence Partners Investment Management, LP$463M AUM | 4.07% | $19M | 62.3K | Q1 2026OLDER |
| BRIDGER MANAGEMENT, LLC$128M AUM | 4.06% | $5M | 17.2K | Q1 2026OLDER |
| Allen Investment Management, LLC$8.1B AUM | 4.04% | $327M | 1.08M | Q1 2026OLDER |
| Dixon Mitchell Investment Counsel Inc.$2.9B AUM | 4.02% | $116M | 382.0K | Q1 2026OLDER |
| Williams Jones Wealth Management, LLC.$8.1B AUM | 4.00% | $325M | 1.08M | Q1 2026OLDER |
| POSTROCK PARTNERS LLC$216M AUM | 3.99% | $9M | 28.5K | Q1 2026OLDER |
| Bank Pictet & Cie (Europe) AG$4.7B AUM | 3.98% | $187M | 618.1K | Q1 2026OLDER |
| Cornerstone Investment Partners, LLC$2.4B AUM | 3.98% | $95M | 313.1K | Q1 2026OLDER |
| Cornerstone Capital, Inc.$1.0B AUM | 3.96% | $40M | 131.2K | Q1 2026OLDER |
| STERLING INVESTMENT MANAGEMENT, LLC$167M AUM | 3.94% | $7M | 21.8K | Q1 2026OLDER |
| PRAGMA GESTAO DE PATRIMONIO LTD$189M AUM | 3.93% | $7M | 24.6K | Q1 2026OLDER |
| Capital Wealth Planning, LLC$18.1B AUM | 3.91% | $708M | 2.34M | Q1 2026OLDER |
| McDonough Capital Management, Inc$183M AUM | 3.90% | $7M | 23.6K | Q1 2026OLDER |
| SUMMITRY LLC$2.8B AUM | 3.89% | $110M | 364.5K | Q1 2026OLDER |
| GPM Growth Investors, Inc.$238M AUM | 3.88% | $9M | 30.5K | Q1 2026OLDER |
| Osprey Private Wealth LLC$345M AUM | 3.87% | $13M | 44.3K | Q1 2026OLDER |
| VILLERE ST DENIS J & CO LLC$907M AUM | 3.85% | $35M | 115.6K | Q1 2026OLDER |
| Unison Asset Management LLC$219M AUM | 3.83% | $8M | 27.7K | Q1 2026OLDER |
| BARLOW WEALTH PARTNERS, LLC$900M AUM | 3.81% | $34M | 108.1K | Q1 2026OLDER |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH$561M AUM | 3.81% | $21M | 70.7K | Q1 2026OLDER |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$277M AUM | 3.81% | $11M | 34.8K | Q1 2026OLDER |
| Matthew Goff Investment Advisor, LLC$593M AUM | 3.80% | $23M | 65.7K | Q2 2026 |
| TB Capital Gestao de Recursos Ltda.$163M AUM | 3.79% | $6M | 20.5K | Q1 2026OLDER |
| Mawer Investment Management Ltd.$15.4B AUM | 3.79% | $585M | 1.94M | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 3.77% | $2.3B | 7.60M | Q1 2026OLDER |
| Infusive Asset Management Inc.$207M AUM | 3.77% | $8M | 25.7K | Q1 2026OLDER |
| Metropolis Capital Ltd$3.0B AUM | 3.76% | $111M | 368.7K | Q1 2026OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 3.76% | $2.8B | 9.25M | Q1 2026OLDER |
| Manchester Global Management (UK) Ltd$749M AUM | 3.75% | $28M | 92.9K | Q1 2026OLDER |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$354M AUM | 3.75% | $13M | 43.9K | Q1 2026OLDER |
| North Reef Capital Management LP$2.9B AUM | 3.74% | $109M | 360.0K | Q1 2026OLDER |
| Alvarez & Marsal Private Wealth Partners, LLC$712M AUM | 3.72% | $26M | 87.7K | Q1 2026OLDER |
| DLK Investment Management, LLC$253M AUM | 3.72% | $9M | 31.1K | Q1 2026OLDER |
| MAPLELANE CAPITAL, LLC$2.8B AUM | 3.68% | $103M | 159.9K | Q1 2026OLDER |
| Avalon Trust Co$1.5B AUM | 3.68% | $53M | 176.6K | Q1 2026OLDER |
| Iyo Bank, Ltd.$281M AUM | 3.67% | $10M | 34.2K | Q1 2026OLDER |
| SPRING CAPITAL MANAGEMENT, LLC$198M AUM | 3.67% | $7M | 24.0K | Q1 2026OLDER |
| ZEVIN ASSET MANAGEMENT LLC$723M AUM | 3.67% | $27M | 87.8K | Q1 2026OLDER |
| ALTAROCK PARTNERS LP$4.1B AUM | 3.65% | $151M | 498.7K | Q1 2026OLDER |
| JERICHO FINANCIAL, LLP$159M AUM | 3.65% | $6M | 19.1K | Q1 2026OLDER |
| Sage Investment Advisers LLC$149M AUM | 3.64% | $5M | 15.8K | Q2 2026 |
| Karl Kapital LLC$144M AUM | 3.62% | $5M | 17.3K | Q1 2026OLDER |
| BURNS J W & CO INC/NY$873M AUM | 3.61% | $31M | 104.1K | Q1 2026OLDER |
| NWM ADVISORS, LLC$110M AUM | 3.61% | $4M | 13.1K | Q1 2026OLDER |
| MANE GLOBAL CAPITAL MANAGEMENT LP$971M AUM | 3.60% | $35M | 115.7K | Q1 2026OLDER |
| Archon Partners LLC$845M AUM | 3.54% | $30M | 99.0K | Q1 2026OLDER |
| Senator Investment Group LP$2.2B AUM | 3.54% | $77M | 255.0K | Q1 2026OLDER |
| L. Roy Papp & Associates, LLP$867M AUM | 3.53% | $31M | 101.2K | Q1 2026OLDER |
| Wilkinson Global Asset Management LLC$1.3B AUM | 3.52% | $46M | 153.1K | Q1 2026OLDER |
| BAXTER BROS INC$810M AUM | 3.52% | $29M | 94.3K | Q1 2026OLDER |
| KELLY LAWRENCE W & ASSOCIATES INC/CA$360M AUM | 3.51% | $13M | 41.8K | Q1 2026OLDER |
| First Long Island Investors, LLC$1.2B AUM | 3.51% | $43M | 143.1K | Q1 2026OLDER |
| Aureus Asset Management, LLC$1.5B AUM | 3.50% | $53M | 174.0K | Q1 2026OLDER |
| MOGY JOEL R INVESTMENT COUNSEL INC$1.6B AUM | 3.50% | $56M | 185.1K | Q1 2026OLDER |
| Banque Transatlantique SA$4.2B AUM | 3.49% | $145M | 482.1K | Q1 2026OLDER |
| Generali Powszechne Towarzystwo Emerytalne$566M AUM | 3.48% | $20M | 65.1K | Q1 2026OLDER |
| Spinecap SAS$272M AUM | 3.47% | $9M | 31.3K | Q1 2026OLDER |
| CANTILLON CAPITAL MANAGEMENT LLC$15.1B AUM | 3.45% | $519M | 1.72M | Q1 2026OLDER |
| Berbice Capital Management LLC$153M AUM | 3.44% | $5M | 17.4K | Q1 2026OLDER |
| Miramar Capital, LLC$449M AUM | 3.42% | $15M | 50.9K | Q1 2026OLDER |
| Evelyn Partners Investment Management Services Ltd$850M AUM | 3.42% | $29M | 96.3K | Q1 2026OLDER |
| Saber Capital Managment, LLC$135M AUM | 3.41% | $5M | 15.2K | Q1 2026OLDER |
| SCHARF INVESTMENTS, LLC$3.2B AUM | 3.41% | $111M | 365.9K | Q1 2026OLDER |
| JIA INVESTMENT ALLIANCE PTE. LTD.$956M AUM | 3.37% | $32M | 106.7K | Q1 2026OLDER |
| Night Owl Capital Management, LLC$858M AUM | 3.37% | $29M | 95.8K | Q1 2026OLDER |
| Progressive Investment Management Corp$379M AUM | 3.37% | $13M | 42.2K | Q1 2026OLDER |
| HFR Wealth Management, LLC$407M AUM | 3.36% | $14M | 45.3K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 3.36% | $273M | 904.1K | Q1 2026OLDER |
| SCHOLTZ & COMPANY, LLC$195M AUM | 3.35% | $7M | 21.7K | Q1 2026OLDER |
| HS Management Partners, LLC$286M AUM | 3.34% | $10M | 31.6K | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 3.32% | $41M | 135.9K | Q1 2026OLDER |
| COMPASS CAPITAL MANAGEMENT, INC$1.7B AUM | 3.29% | $54M | 173.6K | Q1 2026OLDER |
| SANDS CAPITAL MANAGEMENT, LLC$25.5B AUM | 3.29% | $837M | 2.77M | Q1 2026OLDER |
| Royal Capital Wealth Management, LLC$161M AUM | 3.28% | $5M | 17.4K | Q1 2026OLDER |
| Chicago Capital, LLC$3.7B AUM | 3.25% | $121M | 398.9K | Q1 2026OLDER |
| OAK ASSOCIATES LTD /OH/$1.5B AUM | 3.24% | $48M | 159.4K | Q1 2026OLDER |
| Timber Creek Capital Management LLC$412M AUM | 3.24% | $13M | 44.2K | Q1 2026OLDER |
| Fairbanks Capital Management, Inc.$160M AUM | 3.24% | $5M | 17.1K | Q1 2026OLDER |
| Private Wealth Partners, LLC$1.3B AUM | 3.22% | $42M | 138.4K | Q1 2026OLDER |
| LBP AM SA$7.3B AUM | 3.22% | $236M | 779.2K | Q1 2026OLDER |
| Solidarity Wealth, LLC$521M AUM | 3.21% | $17M | 55.4K | Q1 2026OLDER |
| Aviso Financial Inc.$2.8B AUM | 3.19% | $90M | 297.6K | Q1 2026OLDER |
| ROI Financial Advisors, LLC$167M AUM | 3.18% | $5M | 17.6K | Q1 2026OLDER |
| Tenere Capital LLC$136M AUM | 3.17% | $4M | 14.3K | Q1 2026OLDER |
| Benin Management CORP$445M AUM | 3.16% | $14M | 46.5K | Q1 2026OLDER |
| MAKENA CAPITAL MANAGEMENT LLC$866M AUM | 3.14% | $27M | 90.1K | Q1 2026OLDER |
| Harold Davidson & Associates Inc.$206M AUM | 3.13% | $6M | 21.4K | Q1 2026OLDER |
| Junto Capital Management LP$4.7B AUM | 3.12% | $141M | 403.3K | Q4 2025OLDER |
| Hendershot Investments Inc.$744M AUM | 3.09% | $23M | 76.1K | Q1 2026OLDER |
| GS Investments, Inc.$175M AUM | 3.08% | $5M | 17.8K | Q1 2026OLDER |
| Sitrin Capital Management LLC$200M AUM | 3.06% | $6M | 20.2K | Q1 2026OLDER |
| McCollum Christoferson Group LLC$333M AUM | 3.04% | $10M | 83.4K | Q1 2026OLDER |
| Family Capital Trust Co$276M AUM | 3.04% | $8M | 27.8K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 3.01% | $4M | 11.1K | Q2 2026 |
| Guinness Atkinson Asset Management Inc$200M AUM | 3.01% | $6M | 20.0K | Q1 2026OLDER |
| WHALEROCK POINT PARTNERS, LLC$518M AUM | 3.00% | $16M | 51.5K | Q1 2026OLDER |
| NORTHEAST INVESTMENT MANAGEMENT$2.4B AUM | 2.98% | $72M | 238.1K | Q1 2026OLDER |
| Columbia Asset Management$525M AUM | 2.94% | $15M | 51.1K | Q1 2026OLDER |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM | 2.92% | $17M | 56.4K | Q1 2026OLDER |
| Peak Asset Management, LLC$567M AUM | 2.92% | $17M | 54.7K | Q1 2026OLDER |
| SurgoCap Partners LP$3.0B AUM | 2.91% | $87M | 288.4K | Q1 2026OLDER |
| Evelyn Partners Investment Management LLP$3.7B AUM | 2.89% | $106M | 351.9K | Q1 2026OLDER |
| Tower View Wealth Management LLC$195M AUM | 2.89% | $6M | 18.6K | Q1 2026OLDER |
| CHANNING GLOBAL ADVISORS, LLC$171M AUM | 2.88% | $5M | 16.3K | Q1 2026OLDER |
| AVITY INVESTMENT MANAGEMENT INC.$1.6B AUM | 2.87% | $45M | 131.4K | Q2 2026 |
| Mezzasalma Advisors, LLC$391M AUM | 2.87% | $11M | 37.1K | Q1 2026OLDER |
| Alcosta Capital Management, Inc.$131M AUM | 2.86% | $4M | 12.4K | Q1 2026OLDER |
| AMF Tjanstepension AB$15.1B AUM | 2.85% | $430M | 1.42M | Q1 2026OLDER |
| FLOSSBACH VON STORCH SE$21.4B AUM | 2.85% | $611M | 2.02M | Q1 2026OLDER |
| Painted Porch Advisors LLC$210M AUM | 2.84% | $6M | 19.7K | Q1 2026OLDER |
| LYNWOOD PRICE CAPITAL MANAGEMENT LP$186M AUM | 2.84% | $5M | 17.5K | Q1 2026OLDER |
| SOROS CAPITAL MANAGEMENT LLC$230M AUM | 2.83% | $7M | 21.6K | Q1 2026OLDER |
| Silvant Capital Management LLC$2.9B AUM | 2.83% | $82M | 270.8K | Q1 2026OLDER |
| Emissary Wealth LLC$107M AUM | 2.82% | $3M | 10.0K | Q1 2026OLDER |
| MAVERICK CAPITAL LTD$8.7B AUM | 2.81% | $244M | 807.0K | Q1 2026OLDER |
| WELCH & FORBES LLC$7.7B AUM | 2.81% | $217M | 719.6K | Q1 2026OLDER |
| Hutchinson Financial Advisors, INC$102M AUM | 2.81% | $3M | 8.4K | Q3 2025OLDER |
| Canoe Financial LP$7.3B AUM | 2.81% | $206M | 682.0K | Q1 2026OLDER |
| Davis Asset Management, L.P.$3.5B AUM | 2.80% | $97M | 320.0K | Q1 2026OLDER |
| Meadowbrook Advisors Group, LLC$168M AUM | 2.80% | $5M | 15.6K | Q1 2026OLDER |
| Zweig-DiMenna Associates LLC$722M AUM | 2.79% | $20M | 66.7K | Q1 2026OLDER |
| WIMMER ASSOCIATES 1, LLC$205M AUM | 2.78% | $6M | 18.8K | Q1 2026OLDER |
| FISHMAN JAY A LTD/MI$1.1B AUM | 2.78% | $31M | 103.0K | Q1 2026OLDER |
| M3 Wealth Management, LLC$123M AUM | 2.77% | $3M | 9.7K | Q1 2026OLDER |
| Stonegate Investment Group, LLC$4.3B AUM | 2.77% | $119M | 349.9K | Q3 2025OLDER |
| William Allan Corp$169M AUM | 2.77% | $5M | 15.5K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 2.77% | $17M | 57.0K | Q1 2026OLDER |
| Wells Trecaso Financial Group, LLC$210M AUM | 2.76% | $6M | 17.0K | Q3 2025OLDER |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC$310M AUM | 2.75% | $9M | 28.2K | Q1 2026OLDER |
| ABN AMRO Bank N.V.$9.3B AUM | 2.75% | $255M | 836.4K | Q1 2026OLDER |
| GFG Capital, LLC$313M AUM | 2.74% | $9M | 28.4K | Q1 2026OLDER |
| Incline Global Management LLC$255M AUM | 2.74% | $8M | 22.9K | Q4 2025OLDER |
| LS Investment Advisors, LLC$668M AUM | 2.74% | $18M | 60.5K | Q1 2026OLDER |
| Shelter Mutual Insurance Co$450M AUM | 2.73% | $12M | 40.6K | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 2.72% | $193M | 639.4K | Q1 2026OLDER |
| Evelyn Partners Asset Management Ltd$406M AUM | 2.72% | $11M | 36.5K | Q1 2026OLDER |
| Overbrook Management Corp$529M AUM | 2.72% | $14M | 47.6K | Q1 2026OLDER |
| Tandem Investment Advisors, Inc.$2.0B AUM | 2.72% | $55M | 183.3K | Q1 2026OLDER |
| Strong Retirement Solutions LLC$143M AUM | 2.71% | $4M | 12.8K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 2.71% | $32M | 107.5K | Q1 2026OLDER |
| Titan Investment Solutions Ltd$781M AUM | 2.71% | $21M | 70.0K | Q1 2026OLDER |
| Eastover Investment Advisors LLC$233M AUM | 2.70% | $6M | 20.9K | Q1 2026OLDER |
| DIVIDEND ASSETS CAPITAL, LLC$501M AUM | 2.70% | $14M | 44.8K | Q1 2026OLDER |
| Raub Brock Capital Management LP$395M AUM | 2.69% | $11M | 35.2K | Q1 2026OLDER |
| Tamar Securities, LLC$934M AUM | 2.69% | $25M | 83.1K | Q1 2026OLDER |
| Cartenna Capital, LP$2.7B AUM | 2.68% | $81M | 230.0K | Q4 2025OLDER |
| DELTEC ASSET MANAGEMENT LLC$545M AUM | 2.68% | $15M | 48.4K | Q1 2026OLDER |
| Saratoga Research & Investment Management$1.8B AUM | 2.68% | $47M | 156.4K | Q1 2026OLDER |
| J.P. Marvel Investment Advisors, LLC$705M AUM | 2.68% | $19M | 62.6K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 2.67% | $8M | 25.6K | Q1 2026OLDER |
| Advanced Asset Management Advisors Inc$362M AUM | 2.67% | $10M | 32.0K | Q1 2026OLDER |
| NOESIS CAPITAL MANGEMENT CORP$676M AUM | 2.66% | $18M | 59.4K | Q1 2026OLDER |
| M. Kulyk & Associates, LLC$536M AUM | 2.64% | $14M | 46.8K | Q1 2026OLDER |
| Nexus Investment Management ULC$715M AUM | 2.63% | $19M | 62.3K | Q1 2026OLDER |
| Leith Wheeler Investment Counsel Ltd.$1.2B AUM | 2.63% | $32M | 105.2K | Q1 2026OLDER |
| Value Partners Investments Inc.$1.3B AUM | 2.62% | $34M | 113.7K | Q1 2026OLDER |
| Unisphere Establishment$11.9B AUM | 2.61% | $310M | 1.02M | Q1 2026OLDER |
| Magellan Asset Management Ltd$7.7B AUM | 2.60% | $201M | 664.2K | Q1 2026OLDER |
| Life Cycle Investment Partners Ltd$15.7B AUM | 2.60% | $408M | 1.35M | Q1 2026OLDER |
| MAIRS & POWER INC$9.8B AUM | 2.60% | $254M | 840.9K | Q1 2026OLDER |
| COOPER INVESTORS PTY LTD$218M AUM | 2.59% | $6M | 16.5K | Q2 2026 |
| RD Lewis Holdings, Inc.$115M AUM | 2.59% | $3M | 9.7K | Q1 2026OLDER |
| Kepler Cheuvreux (Suisse) SA$1.5B AUM | 2.58% | $39M | 128.7K | Q1 2026OLDER |
| Wallington Asset Management, LLC$752M AUM | 2.58% | $19M | 64.2K | Q1 2026OLDER |
| NICOLA WEALTH MANAGEMENT LTD.$833M AUM | 2.58% | $21M | 71.0K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 2.58% | $8M | 24.4K | Q1 2026OLDER |
| Rothschild Capital Partners, LLC$408M AUM | 2.57% | $10M | 34.7K | Q1 2026OLDER |
| Claar Advisors LLC$295M AUM | 2.56% | $8M | 25.0K | Q1 2026OLDER |
| Privium Fund Management (UK) Ltd$197M AUM | 2.56% | $5M | 17.1K | Q1 2026OLDER |
| Papamarkou Wellner Asset Management inc.$164M AUM | 2.56% | $4M | 13.9K | Q1 2026OLDER |
| PINCUS CAPITAL MANAGEMENT, LP$144M AUM | 2.56% | $4M | 12.1K | Q1 2026OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 2.55% | $25M | 82.1K | Q1 2026OLDER |
| MARKEL GROUP INC.$11.9B AUM | 2.54% | $304M | 1.00M | Q1 2026OLDER |
| Richwood Investment Advisors, LLC$130M AUM | 2.54% | $3M | 10.9K | Q1 2026OLDER |
| Naman Capital Ltda$360M AUM | 2.54% | $9M | 30.2K | Q1 2026OLDER |
| Kimelman & Baird, LLC$1.2B AUM | 2.54% | $31M | 102.0K | Q1 2026OLDER |
| SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM | 2.54% | $47M | 154.7K | Q1 2026OLDER |
| NWK Group, Inc.$261M AUM | 2.53% | $7M | 21.8K | Q1 2026OLDER |
| LGT Fund Management Co Ltd.$2.3B AUM | 2.51% | $58M | 190.9K | Q1 2026OLDER |
| Thomasville National Bank$1.6B AUM | 2.51% | $40M | 115.3K | Q4 2025OLDER |
| South Street Advisors LLC$690M AUM | 2.49% | $17M | 56.9K | Q1 2026OLDER |
| Third View Private Wealth, LLC$730M AUM | 2.49% | $18M | 60.1K | Q1 2026OLDER |
| FIGURE 8 INVESTMENT STRATEGIES LLC$102M AUM | 2.48% | $3M | 8.4K | Q1 2026OLDER |
| THAMES CAPITAL MANAGEMENT LLC$558M AUM | 2.47% | $14M | 45.7K | Q1 2026OLDER |
| Nan Shan Life Insurance Co., Ltd.$2.8B AUM | 2.47% | $68M | 226.0K | Q1 2026OLDER |
| Stockbridge Partners LLC$4.1B AUM | 2.46% | $102M | 337.3K | Q1 2026OLDER |
| BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM | 2.46% | $34M | 111.9K | Q1 2026OLDER |
| AFT, FORSYTH & COMPANY, INC.$212M AUM | 2.45% | $5M | 17.3K | Q1 2026OLDER |
| Renaissance Investment Group LLC$508M AUM | 2.44% | $12M | 36.2K | Q2 2026 |
| BLI - Banque de Luxembourg Investments$3.3B AUM | 2.44% | $81M | 233.9K | Q1 2026OLDER |
| MIDDLETON & CO INC/MA$877M AUM | 2.44% | $21M | 70.7K | Q1 2026OLDER |
| Octahedron Capital Management L.P.$138M AUM | 2.44% | $4M | 12.6K | Q3 2025OLDER |
| DSM CAPITAL PARTNERS LLC$5.7B AUM | 2.43% | $138M | 455.4K | Q1 2026OLDER |
| Glassy Mountain Advisors, Inc.$322M AUM | 2.42% | $8M | 25.8K | Q1 2026OLDER |
| South Shore Capital Advisors$137M AUM | 2.42% | $3M | 11.0K | Q1 2026OLDER |
| Liontrust Investment Partners LLP$5.9B AUM | 2.42% | $142M | 469.1K | Q1 2026OLDER |
| B. Metzler seel. Sohn & Co. AG$10.8B AUM | 2.42% | $261M | 862.6K | Q1 2026OLDER |
| Randolph Co Inc$1.0B AUM | 2.42% | $25M | 83.8K | Q1 2026OLDER |
| Railway Pension Investments Ltd$7.0B AUM | 2.41% | $169M | 560.7K | Q1 2026OLDER |
| Dockside LLC$397M AUM | 2.41% | $9M | 26.7K | Q4 2025OLDER |
| Signet Investment Advisory Group, Inc.$218M AUM | 2.40% | $5M | 17.4K | Q1 2026OLDER |
| Munro Partners$3.0B AUM | 2.40% | $92M | 263.3K | Q4 2025OLDER |
| Koa Wealth Management, LLC$138M AUM | 2.40% | $3M | 11.0K | Q1 2026OLDER |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC$499M AUM | 2.39% | $12M | 34.8K | Q2 2026 |
| Mendel Money Management$239M AUM | 2.39% | $6M | 18.9K | Q1 2026OLDER |
| Cheviot Value Management, LLC$996M AUM | 2.37% | $24M | 78.2K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 2.37% | $9M | 25.2K | Q1 2026OLDER |
| Sandro Wealth Management LLC$125M AUM | 2.37% | $3M | 9.8K | Q1 2026OLDER |
| Sawyer & Company, Inc$260M AUM | 2.36% | $6M | 20.3K | Q1 2026OLDER |
| Borer Denton & Associates, Inc.$280M AUM | 2.36% | $7M | 21.9K | Q1 2026OLDER |
| Pacifica Partners Inc.$301M AUM | 2.35% | $7M | 23.4K | Q1 2026OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 2.35% | $918M | 3.04M | Q1 2026OLDER |
| Kennon-Green & Company, LLC$122M AUM | 2.34% | $3M | 9.5K | Q1 2026OLDER |
| Tsai Capital Corp$134M AUM | 2.32% | $3M | 10.3K | Q1 2026OLDER |
| FAYEZ SAROFIM & CO$39.1B AUM | 2.31% | $903M | 2.99M | Q1 2026OLDER |
| Ebert Capital Management Inc.$107M AUM | 2.31% | $2M | 7.2K | Q2 2026 |
| Warm Springs Advisors Inc.$118M AUM | 2.31% | $3M | 9.0K | Q1 2026OLDER |
| StrongBox Wealth, LLC$313M AUM | 2.31% | $7M | 23.9K | Q1 2026OLDER |
| Victrix Investment Advisors$239M AUM | 2.30% | $5M | 16.0K | Q2 2026 |
| First American Bank$1.6B AUM | 2.30% | $37M | 121.4K | Q1 2026OLDER |
| TRUST CO OF OKLAHOMA$343M AUM | 2.30% | $8M | 26.1K | Q1 2026OLDER |
| Iron Gate Global Advisors LLC$947M AUM | 2.30% | $22M | 71.9K | Q1 2026OLDER |
| Bell Asset Management Ltd$340M AUM | 2.29% | $8M | 25.8K | Q1 2026OLDER |
| Deane Retirement Strategies, Inc.$236M AUM | 2.28% | $5M | 15.7K | Q2 2026 |
| Concord Investment Counsel Inc.$297M AUM | 2.28% | $7M | 22.4K | Q1 2026OLDER |
| Stokes Capital Advisors, LLC$446M AUM | 2.28% | $10M | 33.6K | Q1 2026OLDER |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 2.28% | $10M | 33.0K | Q1 2026OLDER |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$114M AUM | 2.27% | $3M | 8.5K | Q1 2026OLDER |
| JCIC Asset Management Inc.$326M AUM | 2.27% | $7M | 24.5K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 2.26% | $60M | 199.9K | Q1 2026OLDER |
| Kentucky Farm Bureau Mutual Insurance Co$204M AUM | 2.26% | $5M | 35.0K | Q1 2026OLDER |
| DNCA FINANCE$1.7B AUM | 2.26% | $39M | 130.4K | Q1 2026OLDER |
| Liberty Capital Management, Inc.$537M AUM | 2.26% | $12M | 34.5K | Q4 2025OLDER |
| Gallagher Capital Advisors, LLC$148M AUM | 2.25% | $3M | 11.1K | Q1 2026OLDER |
| McAlister, Sweet & Associates, Inc.$161M AUM | 2.25% | $4M | 12.0K | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 2.25% | $15M | 43.9K | Q2 2026 |
| Purus Wealth Management, LLC$314M AUM | 2.24% | $7M | 23.3K | Q1 2026OLDER |
| OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM | 2.24% | $43M | 143.9K | Q1 2026OLDER |
| Canada Post Corp Registered Pension Plan$2.5B AUM | 2.24% | $56M | 186.4K | Q1 2026OLDER |
| ROCKLAND TRUST CO$2.5B AUM | 2.22% | $57M | 165.3K | Q2 2026 |
| DE BURLO GROUP INC$441M AUM | 2.22% | $10M | 32.4K | Q1 2026OLDER |
| Turn8 Private Wealth Inc.$160M AUM | 2.22% | $4M | 11.7K | Q1 2026OLDER |
| MANAGED ASSET PORTFOLIOS, LLC$834M AUM | 2.21% | $18M | 61.1K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 2.21% | $21M | 68.9K | Q1 2026OLDER |
| Martin Capital Advisors, LLP$158M AUM | 2.21% | $3M | 11.6K | Q1 2026OLDER |
| Aristotle Atlantic Partners, LLC$2.1B AUM | 2.21% | $47M | 156.0K | Q1 2026OLDER |
| WASHINGTON TRUST Co$3.0B AUM | 2.21% | $65M | 216.1K | Q1 2026OLDER |
| BRADY FAMILY WEALTH, LLC$321M AUM | 2.21% | $7M | 23.4K | Q1 2026OLDER |
| Cypress Capital Group$889M AUM | 2.20% | $20M | 64.7K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 2.20% | $47M | 155.9K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 2.20% | $4M | 13.2K | Q1 2026OLDER |
| Robbins Farley$226M AUM | 2.20% | $5M | 16.4K | Q1 2026OLDER |
| RBA Wealth Management, LLC$278M AUM | 2.19% | $6M | 20.2K | Q1 2026OLDER |
| Benchmark Investment Advisors LLC$172M AUM | 2.18% | $4M | 12.4K | Q1 2026OLDER |
| Cottage Street Advisors LLC$231M AUM | 2.18% | $5M | 16.7K | Q1 2026OLDER |
| EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM | 2.18% | $18M | 51.3K | Q2 2026 |
| Florida Trust Wealth Management Co$3.6B AUM | 2.17% | $78M | 256.6K | Q1 2026OLDER |
| Franklin, Parlapiano, Turner & Welch, LLC$442M AUM | 2.17% | $10M | 28.0K | Q2 2026 |
| Union Bancaire Privee, UBP SA$7.2B AUM | 2.16% | $156M | 511.4K | Q1 2026OLDER |
| ARGUS INVESTORS' COUNSEL, INC.$112M AUM | 2.16% | $2M | 8.1K | Q1 2026OLDER |
| Motley Fool Asset Management LLC$2.3B AUM | 2.16% | $50M | 166.2K | Q1 2026OLDER |
| ZWJ INVESTMENT COUNSEL INC$2.8B AUM | 2.16% | $60M | 197.8K | Q1 2026OLDER |
| HOWLAND CAPITAL MANAGEMENT LLC$2.5B AUM | 2.16% | $55M | 180.4K | Q1 2026OLDER |
| Brentview Investment Management LLC$231M AUM | 2.15% | $5M | 16.5K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 2.15% | $603M | 2.00M | Q1 2026OLDER |
| Hudson Value Partners, LLC$335M AUM | 2.15% | $7M | 23.8K | Q1 2026OLDER |
| ROFFMAN MILLER ASSOCIATES INC /PA/$1.7B AUM | 2.15% | $37M | 123.3K | Q1 2026OLDER |
| PIONEER TRUST BANK N A/OR$412M AUM | 2.14% | $9M | 29.2K | Q1 2026OLDER |
| CFC Planning Co LLC$140M AUM | 2.14% | $3M | 9.9K | Q1 2026OLDER |
| Hikari Tsushin, Inc.$1.5B AUM | 2.14% | $31M | 102.6K | Q1 2026OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 2.13% | $25M | 81.1K | Q1 2026OLDER |
| Kinsale Capital Group, Inc.$624M AUM | 2.13% | $13M | 43.9K | Q1 2026OLDER |
| BCV Asset Management Inc.$2.9B AUM | 2.13% | $62M | 204.5K | Q1 2026OLDER |
| Richard C. Young & CO., LTD.$1.2B AUM | 2.12% | $26M | 84.8K | Q1 2026OLDER |
| Howard Capital Management Group, LLC$1.5B AUM | 2.12% | $32M | 105.6K | Q1 2026OLDER |
| ADELL HARRIMAN & CARPENTER INC$1.6B AUM | 2.11% | $35M | 114.4K | Q1 2026OLDER |
| Taikang Asset Management (Hong Kong) Co Ltd$1.0B AUM | 2.10% | $21M | 69.8K | Q1 2026OLDER |
| Investment Research & Advisory Group, Inc.$286M AUM | 2.10% | $6M | 19.9K | Q1 2026OLDER |
| Ramiah Investment Group$275M AUM | 2.09% | $246,476 | 722 | Q1 2026OLDER |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM | 2.09% | $3M | 10.7K | Q1 2026OLDER |
| Codex Capital Asset Management L.L.C.$259M AUM | 2.09% | $5M | 17.9K | Q1 2026OLDER |
| CIDEL ASSET MANAGEMENT INC$1.8B AUM | 2.08% | $38M | 126.4K | Q1 2026OLDER |
| HOMESTEAD ADVISERS CORP$3.7B AUM | 2.08% | $78M | 256.8K | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 2.08% | $690M | 2.29M | Q1 2026OLDER |
| Boston Common Asset Management, LLC$1.7B AUM | 2.08% | $35M | 98.5K | Q1 2026OLDER |
| Alecta Tjanstepension Omsesidigt$20.5B AUM | 2.07% | $425M | 1.41M | Q1 2026OLDER |
| Stillwater Capital Advisors, LLC$876M AUM | 2.07% | $18M | 60.1K | Q1 2026OLDER |
| Titan Investment Management LLC$113M AUM | 2.07% | $2M | 7.8K | Q1 2026OLDER |
| New England Research & Management, Inc.$257M AUM | 2.07% | $5M | 15.5K | Q2 2026 |
| Legacy Trust$522M AUM | 2.07% | $11M | 35.7K | Q1 2026OLDER |
| Hyperion Asset Management Ltd$3.1B AUM | 2.07% | $65M | 214.6K | Q1 2026OLDER |
| CYPRESS ASSET MANAGEMENT INC/TX$455M AUM | 2.07% | $9M | 26.8K | Q4 2025OLDER |
| RDA Financial Network$459M AUM | 2.06% | $9M | 27.6K | Q2 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 2.06% | $6.4B | 18.16M | Q1 2026OLDER |
| COMMUNITY TRUST & INVESTMENT CO$1.9B AUM | 2.06% | $40M | 116.4K | Q2 2026 |
| Chancellor Financial Group WB LP$141M AUM | 2.06% | $3M | 9.6K | Q1 2026OLDER |
| NS Partners Ltd$2.2B AUM | 2.06% | $46M | 152.1K | Q1 2026OLDER |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 2.06% | $14M | 45.4K | Q1 2026OLDER |
| TILIA FIDUCIARY PARTNERS, INC.$182M AUM | 2.05% | $4M | 12.4K | Q1 2026OLDER |
| Cohen Investment Advisors LLC$210M AUM | 2.05% | $4M | 14.3K | Q1 2026OLDER |
| DUTCH ASSET Corp$149M AUM | 2.05% | $3M | 10.1K | Q1 2026OLDER |
| OSTRUM ASSET MANAGEMENT$1.8B AUM | 2.04% | $36M | 120.5K | Q1 2026OLDER |
| Lorne Steinberg Wealth Management Inc.$422M AUM | 2.04% | $9M | 28.5K | Q1 2026OLDER |
| ANB BANK$247M AUM | 2.04% | $5M | 16.7K | Q1 2026OLDER |
| Sierra Legacy Group$131M AUM | 2.04% | $3M | 8.8K | Q1 2026OLDER |
| JACOBSON & SCHMITT ADVISORS, LLC$551M AUM | 2.04% | $11M | 37.2K | Q1 2026OLDER |
| Chokshi & Queen Wealth Advisors, Inc$187M AUM | 2.04% | $4M | 12.6K | Q1 2026OLDER |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC$1.2B AUM | 2.03% | $25M | 82.9K | Q1 2026OLDER |
| KP Management LLC$409M AUM | 2.03% | $8M | 27.5K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 2.02% | $12M | 38.5K | Q1 2026OLDER |
| GAM Holding AG$1.6B AUM | 2.02% | $32M | 90.1K | Q4 2025OLDER |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 2.01% | $8M | 25.5K | Q1 2026OLDER |
| Cherry Creek Investment Advisors, Inc.$230M AUM | 2.01% | $5M | 15.3K | Q1 2026OLDER |
| WD RUTHERFORD LLC$225M AUM | 2.01% | $5M | 15.0K | Q1 2026OLDER |
| Blue Chip Partners, LLC$1.4B AUM | 2.00% | $28M | 92.1K | Q1 2026OLDER |
| Columbus Hill Capital Management, L.P.$673M AUM | 2.00% | $13M | 44.6K | Q1 2026OLDER |
| TenCore Partners, LP$129M AUM | 2.00% | $3M | 8.5K | Q1 2026OLDER |
| WP Advisors, LLC$387M AUM | 1.99% | $8M | 25.5K | Q1 2026OLDER |
| Bolthouse Investments, LLC$111M AUM | 1.99% | $2M | 7.3K | Q1 2026OLDER |
| SORA INVESTORS LLC$1.1B AUM | 1.99% | $22M | 71.4K | Q1 2026OLDER |
| Perennial Advisors, LLC$587M AUM | 1.99% | $12M | 38.6K | Q1 2026OLDER |
| BEARING POINT CAPITAL, LLC$638M AUM | 1.97% | $13M | 41.6K | Q1 2026OLDER |
| CFM WEALTH PARTNERS LLC$667M AUM | 1.97% | $13M | 43.4K | Q1 2026OLDER |
| St. Louis Financial Planners Asset Management, LLC$188M AUM | 1.97% | $4M | 10.2K | Q2 2026 |
| DSG Capital Advisors, LLC$625M AUM | 1.96% | $12M | 40.6K | Q1 2026OLDER |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 1.96% | $63M | 208.8K | Q1 2026OLDER |
| Elevate Capital Advisors, LLC$155M AUM | 1.96% | $3M | 10.0K | Q1 2026OLDER |
| O'Domhnaill Enterprises, Inc.$124M AUM | 1.95% | $2M | 5.9K | Q4 2025OLDER |
| Cumberland Partners Ltd$1.3B AUM | 1.94% | $26M | 84.7K | Q1 2026OLDER |
| E. Ohman J:or Asset Management AB$3.8B AUM | 1.94% | $74M | 243.3K | Q1 2026OLDER |
| JM2 Capital Inc.$121M AUM | 1.94% | $2M | 7.8K | Q1 2026OLDER |
| ISTHMUS PARTNERS, LLC$953M AUM | 1.94% | $19M | 61.2K | Q1 2026OLDER |
| RPg Family Wealth Advisory, LLC$479M AUM | 1.93% | $9M | 25.1K | Q4 2025OLDER |
| Mine & Arao Wealth Creation & Management, LLC.$238M AUM | 1.93% | $5M | 15.2K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 1.93% | $469M | 1.55M | Q1 2026OLDER |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 1.92% | $6M | 20.8K | Q1 2026OLDER |
| Intesa Sanpaolo Wealth Management$410M AUM | 1.92% | $8M | 26.0K | Q1 2026OLDER |
| GKV Capital Management Co., Inc.$267M AUM | 1.90% | $5M | 16.8K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 1.90% | $6M | 20.3K | Q1 2026OLDER |
| SHUTTLEWORTH & Co$111M AUM | 1.90% | $2M | 6.9K | Q1 2026OLDER |
| Rovida Investment Management Ltd$797M AUM | 1.89% | $15M | 50.0K | Q1 2026OLDER |
| Ipswich Investment Management Co., Inc.$426M AUM | 1.89% | $8M | 26.7K | Q1 2026OLDER |
| Windmill Hill Asset Management Ltd$321M AUM | 1.89% | $6M | 20.1K | Q1 2026OLDER |
| Sompo Asset Management Co., Ltd.$545M AUM | 1.89% | $10M | 34.1K | Q1 2026OLDER |
| LITTLEJOHN FINANCIAL SERVICES, INC.$133M AUM | 1.88% | $3M | 8.3K | Q1 2026OLDER |
| Blue Fin Capital, Inc.$610M AUM | 1.88% | $11M | 38.0K | Q1 2026OLDER |
| NORTH STAR ASSET MANAGEMENT INC$2.3B AUM | 1.88% | $43M | 143.3K | Q1 2026OLDER |
| ICW Investment Advisors LLC$277M AUM | 1.88% | $5M | 17.2K | Q1 2026OLDER |
| Barden Capital Management, Inc.$117M AUM | 1.87% | $2M | 7.2K | Q1 2026OLDER |
| CENTRAL SECURITIES CORP$1.2B AUM | 1.87% | $23M | 75.0K | Q1 2026OLDER |
| Aragon Global Management, LP$143M AUM | 1.87% | $6M | 17.6K | Q4 2025OLDER |
| Redmond Asset Management, LLC$366M AUM | 1.87% | $7M | 22.6K | Q1 2026OLDER |
| Sun Group Wealth Partners$127M AUM | 1.86% | $2M | 7.8K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.