Who owns FORM (FORM)
Which tracked institutional funds hold FORM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FORM company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on FORM is one-sided between 2025-Q4 and 2026-Q1: 192 added or opened and 39 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
FORM’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes FORM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FORM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 392 tracked filers holding FORM, 234 increased or opened the position and 165 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in FORM between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 40
- VANGUARD PORTFOLIO MANAGEMENT LLC$570M
- VANGUARD CAPITAL MANAGEMENT LLC$337M
- Polar Capital Holdings Plc$222M
- VANGUARD FIDUCIARY TRUST CO$51M
- NOMURA ASSET MANAGEMENT CO LTD$23M
- Qube Research & Technologies Ltd$16M
Full exits 21
- VANGUARD GROUP INC$564M
- WESTFIELD CAPITAL MANAGEMENT CO LP$25M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$18M
- SG Americas Securities, LLC$10M
- ExodusPoint Capital Management, LP$5M
- SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$4M
Largest adds
- BlackRock, Inc.$400M
- EARNEST PARTNERS LLC$151M
- STATE STREET CORP$124M
- GEODE CAPITAL MANAGEMENT, LLC$107M
- BANK OF AMERICA CORP /DE/$100M
- Invesco Ltd.$95M
Largest trims
- Channing Capital Management, LLC$55M
- VICTORY CAPITAL MANAGEMENT INC$35M
- VOYA INVESTMENT MANAGEMENT LLC$29M
- NORGES BANK$27M
- Point72 Asset Management, L.P.$21M
- ROYCE & ASSOCIATES LP$21M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 10,774,098 | $1.0B | 14.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 5,880,008 | $570M | 7.7% | 2026-Q1 |
| EARNEST PARTNERS LLC trimmed | 4,875,165 | $473M | 6.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 3,472,491 | $337M | 4.6% | 2026-Q1 |
| STATE STREET CORP added | 2,928,139 | $284M | 3.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,481,059 | $241M | 3.3% | 2026-Q1 |
| Polar Capital Holdings Plc new | 2,292,313 | $222M | 3.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,187,865 | $212M | 2.9% | 2026-Q1 |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 1,788,644 | $173M | 2.3% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 1,682,322 | $163M | 2.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,412,119 | $137M | 1.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,404,359 | $136M | 1.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,308,918 | $127M | 1.7% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 2,231,533 | $124M | 1.7% | 2026-Q1 |
| Invesco Ltd. added | 1,172,153 | $114M | 1.5% | 2026-Q1 |
| REINHART PARTNERS, LLC. trimmed | 1,159,698 | $112M | 1.5% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 1,137,356 | $110M | 1.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 947,544 | $92M | 1.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 925,617 | $90M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 873,521 | $85M | 1.1% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 852,833 | $83M | 1.1% | 2026-Q1 |
| Nuveen, LLC added | 849,717 | $82M | 1.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 840,631 | $82M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 835,307 | $81M | 1.1% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 733,338 | $71M | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 633,543 | $61M | 0.8% | 2026-Q1 |
| NEEDHAM INVESTMENT MANAGEMENT LLC trimmed | 603,500 | $59M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 530,780 | $51M | 0.7% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 508,642 | $49M | 0.7% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 493,767 | $48M | 0.6% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 456,210 | $44M | 0.6% | 2026-Q1 |
| ROYCE & ASSOCIATES LP trimmed | 451,863 | $44M | 0.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 429,980 | $42M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 428,907 | $42M | 0.6% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 425,994 | $41M | 0.6% | 2026-Q1 |
| Assenagon Asset Management S.A. trimmed | 422,827 | $41M | 0.6% | 2026-Q1 |
| BESSEMER GROUP INC trimmed | 391,959 | $38M | 0.5% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 378,495 | $37M | 0.5% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 365,810 | $35M | 0.5% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 333,086 | $32M | 0.4% | 2026-Q1 |
| FMR LLC added | 313,199 | $30M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 281,158 | $27M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 277,316 | $27M | 0.4% | 2026-Q1 |
| Select Equity Group, L.P. trimmed | 257,414 | $25M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 265,122 | $24M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 242,643 | $24M | 0.3% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 239,900 | $23M | 0.3% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 238,732 | $23M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 224,531 | $22M | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 213,456 | $21M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 209,966 | $20M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 204,980 | $20M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 200,874 | $19M | 0.3% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 200,528 | $19M | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 200,381 | $19M | 0.3% | 2026-Q1 |
| Trexquant Investment LP added | 190,878 | $19M | 0.3% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD trimmed | 189,562 | $18M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 185,084 | $18M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 180,937 | $18M | 0.2% | 2026-Q1 |
| First Eagle Investment Management, LLC trimmed | 179,848 | $17M | 0.2% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 172,200 | $17M | 0.2% | 2026-Q1 |
| Man Group plc added | 161,011 | $16M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 160,369 | $16M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 160,093 | $16M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 157,769 | $15M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 154,622 | $15M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 153,400 | $15M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 152,645 | $15M | 0.2% | 2026-Q1 |
| KADENSA CAPITAL Ltd new | 147,926 | $14M | 0.2% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 141,282 | $14M | 0.2% | 2026-Q1 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 131,096 | $13M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 120,820 | $12M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 116,977 | $11M | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 109,667 | $11M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 103,326 | $10M | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC added | 101,752 | $10M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 100,373 | $10M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP added | 99,719 | $10M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 92,253 | $9M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 89,629 | $9M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 87,739 | $9M | 0.1% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 83,511 | $8M | 0.1% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC trimmed | 84,887 | $8M | 0.1% | 2026-Q1 |
| INTECH INVESTMENT MANAGEMENT LLC added | 76,890 | $7M | 0.1% | 2026-Q1 |
| HERALD INVESTMENT MANAGEMENT Ltd trimmed | 75,300 | $7M | 0.1% | 2026-Q1 |
| Informed Momentum Co LLC added | 73,580 | $7M | 0.1% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 71,055 | $7M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 69,888 | $7M | 0.1% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 68,022 | $7M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 66,370 | $6M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 10,104,451 | $564M | 7.6% | 2025-Q4 stale |
| Shannon River Fund Management LLC new | 968,161 | $35M | 0.5% | 2025-Q3 stale |
| WESTFIELD CAPITAL MANAGEMENT CO LP trimmed | 449,604 | $25M | 0.3% | 2025-Q4 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 323,429 | $18M | 0.2% | 2025-Q4 stale |
| EMERALD ADVISERS, LLC trimmed | 473,983 | $16M | 0.2% | 2025-Q2 stale |
| HAWK RIDGE CAPITAL MANAGEMENT LP new | 467,000 | $16M | 0.2% | 2025-Q2 stale |
| SG Americas Securities, LLC added | 175,432 | $10M | 0.1% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 275,046 | $9M | 0.1% | 2025-Q2 stale |
| EMERALD MUTUAL FUND ADVISERS TRUST trimmed | 272,800 | $9M | 0.1% | 2025-Q2 stale |
| NEUMEIER POMA INVESTMENT COUNSEL LLC trimmed | 305,390 | $9M | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.