Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

TXNM ENERGY INC

CIK 0001108426TXNM· quarter ending 2026-06-30

Shares outstanding

103,046,111

as of 2026-07-24 · 10-Q cover page, filed 2026-07-31

Held by 13F filers

111,572,250

108.3% of shares outstanding

Holders

386

+6 vs 2026-03-31 · 49 new, 43 exited

Value

$6.3B

shares +1.9% vs prior quarter

13F holdings exceed the share count. This is normal for heavily shorted stocks: shares lent to short sellers are reported by the lender and again by whoever bought them. Related filers occasionally report the same position twice as well.

Share classes (cover page of the 10-Q filed 2026-07-31, as of 2026-07-24)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	TXNM · NYSE	103,046,111	111,572,250	108.3%	386	69349H107

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	69349H107	COM	386	111,572,250	103,046,111	108.3%	$6.3B	2 call / 3 put	13DG	holders →
	69349HAF4	NOTE 5.750% 6/0not common	24	1,105,000 $497.1M principal	—	—	$714.8M	—	NPORT	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 2 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 386 · 69349H107)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	14,595,837	14.16%	$828.8M	+1,235,130 (+9.2%)
2	Blackstone Inc.	8,000,000	7.76%	$454.2M	—
3	Balyasny Asset Management L.P.	7,113,061	6.90%	$403.9M	-20,482 (-0.3%)
4	VANGUARD PORTFOLIO MANAGEMENT LLC	6,740,196	6.54%	$382.7M	+190,297 (+2.9%)
5	Pentwater Capital Management LP	6,487,500	6.30%	$368.4M	+3,687,500 (+131.7%)
6	VANGUARD CAPITAL MANAGEMENT LLC	4,842,279	4.70%	$274.9M	+127,561 (+2.7%)
7	STATE STREET CORP	4,124,968	4.00%	$234.2M	+241,659 (+6.2%)
8	GEODE CAPITAL MANAGEMENT, LLC	2,996,464	2.91%	$170.2M	+205,051 (+7.3%)
9	MILLENNIUM MANAGEMENT LLC	2,470,809	2.40%	$140.3M	-1,058,701 (-30.0%)
10	NORGES BANK	2,264,722	2.20%	$128.6M	NEW
11	GOLDMAN SACHS GROUP INC	2,206,304	2.14%	$125.3M	-133,180 (-5.7%)
12	Qube Research & Technologies Ltd	2,084,253	2.02%	$118.3M	+832,019 (+66.4%)
13	AQR Arbitrage LLC	1,812,443	1.76%	$102.9M	+46,596 (+2.6%)
14	MORGAN STANLEY	1,583,353	1.54%	$89.9M	+105,156 (+7.1%)
15	Magnetar Financial LLC	1,448,220	1.41%	$82.2M	-26,918 (-1.8%)
16	Melqart Asset Management (UK) Ltd	1,370,244	1.33%	$77.8M	+319,297 (+30.4%)
17	ALLIANCEBERNSTEIN L.P.	1,328,638	1.29%	$77.7M	+237,360 (+21.8%)
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,262,285	1.22%	$71.7M	+28,617 (+2.3%)
19	NORTHERN TRUST CORP	1,208,968	1.17%	$68.6M	+78,298 (+6.9%)
20	Invesco Ltd.	1,203,808	1.17%	$68.4M	+284,038 (+30.9%)
21	Verition Fund Management LLC	1,203,109	1.17%	$68.3M	-144,142 (-10.7%)
22	Governors Lane LP	1,079,170	1.05%	$61.3M	+634,756 (+142.8%)
23	LMR Partners LLP	943,488	0.92%	$53.6M	+244,992 (+35.1%)
24	GABELLI FUNDS LLC	933,521	0.91%	$53.0M	+39,807 (+4.5%)
25	MARSHALL WACE, LLP	889,956	0.86%	$50.5M	+173,122 (+24.2%)
26	HSBC HOLDINGS PLC	889,385	0.86%	$50.7M	+204,021 (+29.8%)
27	Hudson Bay Capital Management LP	888,032	0.86%	$50.4M	+95,922 (+12.1%)
28	Empyrean Capital Partners, LP	812,554	0.79%	$46.1M	-630,000 (-43.7%)
29	NEXPOINT ASSET MANAGEMENT, L.P.	811,090	0.79%	$46.1M	+270,851 (+50.1%)
30	UBS Group AG	803,015	0.78%	$45.6M	-1,228,289 (-60.5%)
31	ADAGE CAPITAL PARTNERS GP, L.L.C.	791,704	0.77%	$45.0M	-65,479 (-7.6%)
32	Alberta Investment Management Corp	791,387	0.77%	$44.9M	-100,000 (-11.2%)
33	GAMCO INVESTORS, INC. ET AL	746,544	0.72%	$42.4M	-8,782 (-1.2%)
34	Bank of New York Mellon Corp	743,474	0.72%	$42.2M	-9,840 (-1.3%)
35	WATER ISLAND CAPITAL LLC	737,734	0.72%	$41.9M	+62,867 (+9.3%)
36	Grantham, Mayo, Van Otterloo & Co. LLC	688,984	0.67%	$39.1M	+173,258 (+33.6%)
37	VANGUARD FIDUCIARY TRUST CO	666,367	0.65%	$37.8M	+26,745 (+4.2%)
38	RENAISSANCE TECHNOLOGIES LLC	645,558	0.63%	$36.7M	NEW
39	TWO SIGMA INVESTMENTS, LP	609,070	0.59%	$34.6M	+279,891 (+85.0%)
40	FIRST TRUST ADVISORS LP	549,405	0.53%	$31.2M	-34,260 (-5.9%)
41	Sand Grove Capital Management LLP	506,546	0.49%	$28.8M	-155,535 (-23.5%)
42	HBK INVESTMENTS L P	484,938	0.47%	$27.5M	-2,556,000 (-84.1%)
43	ALPINE ASSOCIATES MANAGEMENT INC.	433,368	0.42%	$24.6M	-78,738 (-15.4%)
44	Squarepoint Ops LLC	430,937	0.42%	$24.5M	+57,055 (+15.3%)
45	Legal & General Group Plc	427,046	0.41%	$24.2M	-18,933 (-4.2%)
46	Weiss Asset Management LP	411,513	0.40%	$23.4M	+246,108 (+148.8%)
47	SEGALL BRYANT & HAMILL, LLC	395,077	0.38%	$22.4M	-18,122 (-4.4%)
48	GABELLI & Co INVESTMENT ADVISERS, INC.	391,636	0.38%	$22.2M	+45,450 (+13.1%)
49	Calamos Advisors LLC	380,686	0.37%	$21.6M	NEW
50	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	375,613	0.36%	$21.3M	-1,144,044 (-75.3%)
51	READYSTATE ASSET MANAGEMENT LP	372,964	0.36%	$21.2M	-83,482 (-18.3%)
52	CAXTON ASSOCIATES LLP	372,254	0.36%	$21.1M	-323,381 (-46.5%)
53	CITADEL ADVISORS LLC	362,001	0.35%	$20.6M	+69,010 (+23.6%)
54	BANK OF AMERICA CORP /DE/	360,040	0.35%	$20.4M	+54,445 (+17.8%)
55	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	352,411	0.34%	$20.0M	+103,313 (+41.5%)
56	Groupe la Francaise	341,953	0.33%	$14.3M	+30,121 (+9.7%)
57	RHUMBLINE ADVISERS	336,267	0.33%	$19.1M	+14,150 (+4.4%)
58	GLAZER CAPITAL, LLC	323,587	0.31%	$18.4M	NEW
59	River Road Asset Management, LLC	316,352	0.31%	$18.0M	-44,471 (-12.3%)
60	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	315,011	0.31%	$17.9M	+213,717 (+211.0%)
61	Capula Management Ltd	307,584	0.30%	$17.5M	+271,563 (+753.9%)
62	PICTON MAHONEY ASSET MANAGEMENT	300,000	0.29%	$17.0M	+110,000 (+57.9%)
63	Man Group plc	299,090	0.29%	$17.0M	+154,838 (+107.3%)
64	WELLS FARGO & COMPANY/MN	297,087	0.29%	$16.9M	+250,706 (+540.5%)
65	KENNEDY CAPITAL MANAGEMENT LLC	286,261	0.28%	$16.3M	-13,215 (-4.4%)
66	Woodline Partners LP	280,760	0.27%	$15.9M	-133,083 (-32.2%)
67	PSquared Asset Management AG	274,400	0.27%	$15.3M	NEW
68	Nuveen, LLC	272,933	0.26%	$15.5M	+47,668 (+21.2%)
69	Trexquant Investment LP	270,666	0.26%	$15.4M	NEW
70	JPMORGAN CHASE & CO	265,004	0.26%	$15.4M	-871,356 (-76.7%)
71	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	263,295	0.26%	$14.9M	-14,980 (-5.4%)
72	TUDOR INVESTMENT CORP ET AL	234,603	0.23%	$13.3M	+46,694 (+24.8%)
73	PRINCIPAL FINANCIAL GROUP INC	227,345	0.22%	$12.9M	+6,931 (+3.1%)
74	Nearwater Capital Markets, Ltd	223,100	0.22%	$12.7M	NEW
75	FRANKLIN RESOURCES INC	219,290	0.21%	$12.5M	-598,776 (-73.2%)
76	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	214,209	0.21%	$12.2M	-3,461 (-1.6%)
77	STATE OF WISCONSIN INVESTMENT BOARD	213,525	0.21%	$12.1M	+48,115 (+29.1%)
78	Polar Asset Management Partners Inc.	212,868	0.21%	$12.1M	+132,149 (+163.7%)
79	Birnam Oak Advisors, LP	198,018	0.19%	$11.2M	+51,368 (+35.0%)
80	Swiss National Bank	196,700	0.19%	$11.2M	+2,700 (+1.4%)
81	Public Sector Pension Investment Board	178,000	0.17%	$10.1M	NEW
82	California Public Employees Retirement System	173,148	0.17%	$9.8M	+1,317 (+0.8%)
83	CITIGROUP INC	161,356	0.16%	$9.2M	-178,282 (-52.5%)
84	CREDIT INDUSTRIEL ET COMMERCIAL	160,279	0.16%	$9.1M	+5,626 (+3.6%)
85	Athos Capital Ltd	157,592	0.15%	$8.9M	-2,650 (-1.7%)
86	PRELUDE CAPITAL MANAGEMENT, LLC	149,080	0.14%	$8.5M	-51,910 (-25.8%)
87	NINE MASTS CAPITAL Ltd	138,521	0.13%	$7.9M	+38,040 (+37.9%)
88	ProShare Advisors LLC	134,247	0.13%	$7.6M	+4,605 (+3.6%)
89	Amundi	132,319	0.13%	$7.5M	+125,740 (+1911.2%)
90	AMERIPRISE FINANCIAL INC	127,385	0.12%	$7.2M	-8,728 (-6.4%)
91	PRICE T ROWE ASSOCIATES INC /MD/	123,541	0.12%	$7.0M	+19,676 (+18.9%)
92	GSA CAPITAL PARTNERS LLP	116,439	0.11%	$6.6M	+71,340 (+158.2%)
93	Magellan Asset Management Ltd	116,027	0.11%	$6.6M	+4,632 (+4.2%)
94	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	114,211	0.11%	$6.5M	-3,347 (-2.8%)
95	FMR LLC	113,718	0.11%	$6.5M	-314,220 (-73.4%)
96	TORONTO DOMINION BANK	112,495	0.11%	$6.4M	-48,200 (-30.0%)
97	Lighthouse Investment Partners, LLC	112,164	0.11%	$6.4M	+87,977 (+363.7%)
98	DEUTSCHE BANK AG\	112,141	0.11%	$6.4M	-53,027 (-32.1%)
99	MetLife Investment Management, LLC	106,960	0.10%	$6.1M	+5,332 (+5.2%)
100	Retirement Systems of Alabama	103,053	0.10%	$5.9M	-17,125 (-14.2%)
101	STANSBERRY ASSET MANAGEMENT, LLC	102,623	0.10%	$5.8M	-6,088 (-5.6%)
102	OCCUDO QUANTITATIVE STRATEGIES LP	101,419	0.10%	$5.8M	-34,863 (-25.6%)
103	Phocas Financial Corp.	97,364	0.09%	$5.5M	-5,905 (-5.7%)
104	BOOTHBAY FUND MANAGEMENT, LLC	92,727	0.09%	$5.3M	+14,514 (+18.6%)
105	SONA ASSET MANAGEMENT (US) LLC	90,000	0.09%	$5.1M	NEW
106	TRUIST FINANCIAL CORP	89,815	0.09%	$5.1M	+5,679 (+6.7%)
107	SG Americas Securities, LLC	88,317	0.09%	$5.0M	+47,155 (+114.6%)
108	Yaupon Capital Management LP	83,808	0.08%	$4.8M	-91,050 (-52.1%)
109	GUGGENHEIM CAPITAL LLC	82,501	0.08%	$4.7M	-10,443 (-11.2%)
110	VANGUARD ASSET MANAGEMENT, Ltd	81,200	0.08%	$4.6M	+6,297 (+8.4%)
111	Quantinno Capital Management LP	79,092	0.08%	$4.5M	+12,076 (+18.0%)
112	Vanguard Investments Australia, Ltd.	78,159	0.08%	$4.4M	+2,693 (+3.6%)
113	Bridgewater Associates, LP	78,109	0.08%	$4.4M	+3,190 (+4.3%)
114	Quarry LP	78,063	0.08%	$4.4M	+14,725 (+23.2%)
115	MANUFACTURERS LIFE INSURANCE COMPANY, THE	74,387	0.07%	$4.2M	-405 (-0.5%)
116	Russell Investments Group, Ltd.	71,740	0.07%	$4.1M	+56,204 (+361.8%)
117	Dynamic Technology Lab Private Ltd	71,498	0.07%	$4.1M	-15,937 (-18.2%)
118	ABC ARBITRAGE SA	70,642	0.07%	$4.0M	—
119	DARK FOREST CAPITAL MANAGEMENT LP	70,195	0.07%	$4.0M	NEW
120	D. E. Shaw & Co., Inc.	68,394	0.07%	$3.9M	-497,527 (-87.9%)
121	R Squared Ltd	68,165	0.07%	$3.9M	-7,891 (-10.4%)
122	INTECH INVESTMENT MANAGEMENT LLC	67,981	0.07%	$3.9M	+19,352 (+39.8%)
123	Skandinaviska Enskilda Banken AB (publ)	66,954	0.06%	$3.8M	-66,954 (-50.0%)
124	MACQUARIE GROUP LTD	63,969	0.06%	$3.6M	-12,774 (-16.6%)
125	Kintayl Capital LP	59,168	0.06%	$3.4M	-9,434 (-13.8%)
126	XTX Topco Ltd	59,059	0.06%	$3.4M	-19,089 (-24.4%)
127	BARCLAYS PLC	58,848	0.06%	$3.3M	-209,403 (-78.1%)
128	CANADA LIFE ASSURANCE Co	58,622	0.06%	$3.3M	-843 (-1.4%)
129	Westchester Capital Management, LLC	58,597	0.06%	$3.3M	NEW
130	Quantbot Technologies LP	58,595	0.06%	$3.3M	NEW
131	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	57,514	0.06%	$3.3M	-17,343 (-23.2%)
132	AQR CAPITAL MANAGEMENT LLC	55,722	0.05%	$3.2M	-42,166 (-43.1%)
133	Mint Tower Capital Management B.V.	50,000	0.05%	$2.8M	-60,000 (-54.5%)
134	NEW YORK STATE COMMON RETIREMENT FUND	47,682	0.05%	$2.7M	—
135	Carmignac Gestion	47,000	0.05%	$2.7M	—
136	DIMENSIONAL FUND ADVISORS LP	45,439	0.04%	$2.6M	-585,882 (-92.8%)
137	Jupiter Topco LLC	44,219	0.04%	$2.5M	NEW
138	Susquehanna Portfolio Strategies, LLC	43,609	0.04%	$2.5M	-83,570 (-65.7%)
139	VAN ECK ASSOCIATES CORP	43,343	0.04%	$2.5M	+3,113 (+7.7%)
140	AMALGAMATED BANK	42,427	0.04%	$2.4M	-39 (-0.1%)
141	Atom Investors LP	42,034	0.04%	$2.4M	NEW
142	GREAT LAKES ADVISORS, LLC	41,484	0.04%	$2.4M	-10,787 (-20.6%)
143	FIFTH THIRD BANCORP	41,236	0.04%	$2.3M	-1,825 (-4.2%)
144	Tidal Investments LLC	39,613	0.04%	$2.2M	+25,889 (+188.6%)
145	Defiance ETFs, LLC	37,966	0.04%	$2.2M	+27,408 (+259.6%)
146	State of New Jersey Common Pension Fund D	37,513	0.04%	$2.1M	-708 (-1.9%)
147	Vanguard Global Advisers, LLC	37,150	0.04%	$2.1M	-907 (-2.4%)
148	Corient Private Wealth LP	36,047	0.03%	$2.0M	+2,762 (+8.3%)
149	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	36,007	0.03%	$2.0M	-1,559 (-4.2%)
150	Mariner, LLC	35,165	0.03%	$2.0M	NEW
151	Schonfeld Strategic Advisors LLC	34,729	0.03%	$2.0M	+10,240 (+41.8%)
152	NISA INVESTMENT ADVISORS, LLC	32,235	0.03%	$1.8M	+651 (+2.1%)
153	Zurcher Kantonalbank (Zurich Cantonalbank)	32,072	0.03%	$1.8M	+4,783 (+17.5%)
154	BNP PARIBAS FINANCIAL MARKETS	31,596	0.03%	$1.8M	+2,917 (+10.2%)
155	Police & Firemen's Retirement System of New Jersey	30,761	0.03%	$1.7M	+3,163 (+11.5%)
156	RAYMOND JAMES FINANCIAL INC	30,430	0.03%	$1.7M	-112,004 (-78.6%)
157	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	30,289	0.03%	$1.7M	+1,600 (+5.6%)
158	ALPS ADVISORS INC	29,892	0.03%	$1.7M	+6,964 (+30.4%)
159	Louisiana State Employees Retirement System	29,200	0.03%	$1.7M	+800 (+2.8%)
160	Creative Planning	29,152	0.03%	$1.7M	-1,812 (-5.9%)
161	Aigen Investment Management, LP	28,679	0.03%	$1.6M	NEW
162	FIRST MANHATTAN CO. LLC.	28,464	0.03%	$1.6M	—
163	CAMBIAR INVESTORS LLC	27,959	0.03%	$1.6M	-49 (-0.2%)
164	TD Waterhouse Canada Inc.	27,908	0.03%	$1.6M	+3,831 (+15.9%)
165	Ameritas Investment Partners, Inc.	27,802	0.03%	$1.6M	+1,420 (+5.4%)
166	CSS LLC/IL	27,293	0.03%	$1.5M	+12,100 (+79.6%)
167	YOUSIF CAPITAL MANAGEMENT, LLC	27,161	0.03%	$1.5M	-1,513 (-5.3%)
168	ARIZONA STATE RETIREMENT SYSTEM	27,049	0.03%	$1.5M	+123 (+0.5%)
169	State of Tennessee, Department of Treasury	26,461	0.03%	$1.5M	-476 (-1.8%)
170	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	24,364	0.02%	$1.4M	—
171	STATE OF MICHIGAN RETIREMENT SYSTEM	23,289	0.02%	$1.3M	-300 (-1.3%)
172	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	22,412	0.02%	$1.3M	+451 (+2.1%)
173	Thrivent Financial for Lutherans	22,126	0.02%	$1.3M	+39 (+0.2%)
174	VISTA INVESTMENT PARTNERS LLC	22,099	0.02%	$1.3M	-4,350 (-16.4%)
175	SEI INVESTMENTS CO	22,076	0.02%	$1.3M	-1,143 (-4.9%)
176	MOODY NATIONAL BANK TRUST DIVISION	21,338	0.02%	$1.2M	-46 (-0.2%)
177	Vestcor Inc	20,839	0.02%	$1.2M	+3,900 (+23.0%)
178	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	20,639	0.02%	$1.2M	+500 (+2.5%)
179	VOYA INVESTMENT MANAGEMENT LLC	19,524	0.02%	$1.1M	+3,083 (+18.8%)
180	PRUDENTIAL FINANCIAL INC	18,810	0.02%	$1.1M	+1,480 (+8.5%)
181	SUSQUEHANNA INTERNATIONAL GROUP, LLP	18,070	0.02%	$1.0M	-41,057 (-69.4%)
182	Vanguard Personalized Indexing Management, LLC	17,794	0.02%	$1.0M	+6,825 (+62.2%)
183	NEUBERGER BERMAN GROUP LLC	17,599	0.02%	$999K	-31,685 (-64.3%)
184	NEW MEXICO EDUCATIONAL RETIREMENT BOARD	17,500	0.02%	$994K	—
185	Pathstone Holdings, LLC	16,993	0.02%	$965K	-5,632 (-24.9%)
186	VICTORY CAPITAL MANAGEMENT INC	16,963	0.02%	$963K	+343 (+2.1%)
187	Pictet Asset Management Holding SA	16,887	0.02%	$959K	—
188	Meeder Advisory Services, Inc.	16,468	0.02%	$935K	+5,897 (+55.8%)
189	Resona Asset Management Co.,Ltd.	16,059	0.02%	$912K	+52 (+0.3%)
190	Advisors Asset Management, Inc.	15,470	0.02%	$878K	-432 (-2.7%)
191	State of Alaska, Department of Revenue	15,433	0.01%	$875K	+13 (+0.1%)
192	GAMMA Investing LLC	15,159	0.01%	$861K	+4,472 (+41.8%)
193	Point72 Asset Management, L.P.	15,048	0.01%	$854K	-135,439 (-90.0%)
194	Centiva Capital, LP	15,000	0.01%	$852K	-70,000 (-82.4%)
195	Carlson Capital, L.P.	15,000	0.01%	$852K	NEW
196	XPONANCE LLC	14,921	0.01%	$847K	+917 (+6.5%)
197	QUADRANT CAPITAL GROUP LLC	14,747	0.01%	$837K	+513 (+3.6%)
198	MERCER GLOBAL ADVISORS INC /ADV	14,491	0.01%	$823K	+1,160 (+8.7%)
199	ROYAL BANK OF CANADA	14,471	0.01%	$821K	+3,509 (+32.0%)
200	Inspire Investing, LLC	14,211	0.01%	$807K	+3,171 (+28.7%)
201	Savant Capital, LLC	14,084	0.01%	$811K	+7,162 (+103.5%)
202	Pacer Advisors, Inc.	13,459	0.01%	$764K	-1,012 (-7.0%)
203	Cerity Partners LLC	13,136	0.01%	$746K	+5,155 (+64.6%)
204	BANK OF MONTREAL /CAN/	12,594	0.01%	$715K	-2,433 (-16.2%)
205	MOODY LYNN LIEBERSON & WALKER, LLC	11,976	0.01%	$680K	+152 (+1.3%)
206	Cetera Investment Advisers	11,975	0.01%	$680K	+2,144 (+21.8%)
207	FIRST CITIZENS BANK & TRUST CO	11,459	0.01%	$651K	NEW
208	TEACHER RETIREMENT SYSTEM OF TEXAS	11,453	0.01%	$650K	-1,261 (-9.9%)
209	Envestnet Portfolio Solutions, Inc.	11,240	0.01%	$638K	NEW
210	Bank & Trust Co	11,090	0.01%	$630K	—
211	Cynosure Group, LLC	10,699	0.01%	$607K	NEW
212	STRS OHIO	10,600	0.01%	$602K	+1,900 (+21.8%)
213	Hennion & Walsh Asset Management, Inc.	10,443	0.01%	$593K	+1 (+0.0%)
214	iSAM Funds (UK) Ltd	10,200	0.01%	$579K	-8,157 (-44.4%)
215	NATIXIS ADVISORS, LLC	10,170	0.01%	$577K	NEW
216	Universal- Beteiligungs- und Servicegesellschaft mbH	10,098	0.01%	$573K	+3,192 (+46.2%)
217	Cannon Global Investment Management, LLC	10,000	0.01%	$568K	NEW
218	Engineers Gate Manager LP	9,440	0.01%	$536K	-17,479 (-64.9%)
219	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	9,226	0.01%	$525K	-773 (-7.7%)
220	OSAIC HOLDINGS, INC.	9,176	0.01%	$521K	+547 (+6.3%)
221	PNC Financial Services Group, Inc.	8,961	0.01%	$509K	+2,593 (+40.7%)
222	Tower Research Capital LLC (TRC)	8,825	0.01%	$501K	-2,184 (-19.8%)
223	Olympiad Research LP	8,663	0.01%	$492K	-9,030 (-51.0%)
224	Vise Technologies, Inc.	8,281	0.01%	$470K	+775 (+10.3%)
225	PenderFund Capital Management Ltd.	8,200	0.01%	$466K	+2,800 (+51.9%)
226	COMMONWEALTH EQUITY SERVICES, LLC	8,025	0.01%	$456K	+704 (+9.6%)
227	FEDERATED HERMES, INC.	7,698	0.01%	$437K	-94 (-1.2%)
228	Vident Advisory, LLC	7,626	0.01%	$433K	-476 (-5.9%)
229	Ballentine Partners, LLC	7,384	0.01%	$419K	+595 (+8.8%)
230	SECURIAN ASSET MANAGEMENT, INC	7,348	0.01%	$422K	+204 (+2.9%)
231	IFM Investors Pty Ltd	7,329	0.01%	$416K	+200 (+2.8%)
232	CIBC Bancorp USA Inc.	7,014	0.01%	$398K	-1,095 (-13.5%)
233	Swiss Life Asset Management Ltd	6,612	0.01%	$375K	+678 (+11.4%)
234	Tyche Wealth Partners LLC	6,593	0.01%	$374K	-66 (-1.0%)
235	Lido Advisors, LLC	6,570	0.01%	$373K	+552 (+9.2%)
236	PANAGORA ASSET MANAGEMENT INC	6,506	0.01%	$369K	—
237	Chicago Partners Investment Group LLC	6,489	0.01%	$378K	+628 (+10.7%)
238	Caitong International Asset Management Co., Ltd	6,395	0.01%	$363K	NEW
239	HighTower Advisors, LLC	6,295	0.01%	$357K	-2,436 (-27.9%)
240	US BANCORP \DE\	6,059	0.01%	$344K	+1,752 (+40.7%)
241	LPL Financial LLC	5,892	0.01%	$335K	-587 (-9.1%)
242	SPIRIT OF AMERICA MANAGEMENT CORP/NY	5,600	0.01%	$318K	—
243	Rockefeller Capital Management L.P.	5,595	0.01%	$318K	-183 (-3.2%)
244	DNB Asset Management AS	5,574	0.01%	$316K	—
245	CAPTRUST FINANCIAL ADVISORS	5,421	0.01%	$308K	-898 (-14.2%)
246	Crossmark Global Holdings, Inc.	5,229	0.01%	$297K	—
247	SIMPLEX TRADING, LLC	5,144	0.00%	$292K	+3,449 (+203.5%)
248	UNITED CAPITAL FINANCIAL ADVISORS, LLC	5,133	0.00%	$291K	-4,652 (-47.5%)
249	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	5,051	0.00%	$287K	-498 (-9.0%)
250	Concurrent Investment Advisors, LLC	5,007	0.00%	$284K	NEW

Exited since 2026-03-31 (43 filers; largest 25 shown)

Zimmer Partners, LP	−1,532,247
CIBRA Capital Ltd	−283,458
Capricorn Fund Managers Ltd	−151,009
Aberdeen Group plc	−150,600
New York Life Investment Management LLC	−150,025
Freestone Grove Partners LP	−131,813
AMERICAN CENTURY COMPANIES INC	−101,074
CAPITOLIS LIQUID GLOBAL MARKETS LLC	−71,000
MANGROVE PARTNERS IM, LLC	−59,911
HRT FINANCIAL LP	−53,105
JANUS HENDERSON GROUP PLC	−41,731
REAVES W H & CO INC	−41,188
DLD Asset Management, LP	−34,405
BTG Pactual Asset Management US LLC	−26,846
ALLSTATE CORP	−23,295
Jump Financial, LLC	−21,656
Brevan Howard Capital Management LP	−20,505
CWM, LLC	−6,801
Holocene Advisors, LP	−6,768
FORA Capital, LLC	−6,303
One68 Global Capital, LLC	−6,000
FNY Investment Advisers, LLC	−5,000
JOURNEY STRATEGIC WEALTH LLC	−4,550
DGS Capital Management, LLC	−4,130
Gotham Asset Management, LLC	−3,874

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Pentwater Capital Management LP	SCHEDULE 13G	2026-08-14	2026-06-30	6,487,500	5.9%
Balyasny Asset Management Holdings LP	SCHEDULE 13G/A	2026-08-14	2026-06-30	7,113,061	6.43%
BALYASNY ASSET MANAGEMENT L.P.	SCHEDULE 13G/A	2026-08-14	2026-06-30	7,113,061	6.43%
BAM GP LLC	SCHEDULE 13G/A	2026-08-14	2026-06-30	7,113,061	6.43%
Dames GP LLC	SCHEDULE 13G/A	2026-08-14	2026-06-30	7,113,061	6.43%
Matthew Halbower	SCHEDULE 13G	2026-08-14	2026-06-30	6,487,500	5.9%
Dmitry Balyasny	SCHEDULE 13G/A	2026-08-14	2026-06-30	7,113,061	6.43%
Vanguard Capital Management	SCHEDULE 13G	2026-04-30	2026-03-31	5,504,019	5.05%
Vanguard Portfolio Management	SCHEDULE 13G	2026-04-29	2026-03-31	6,588,646	6.04%
BlackRock, Inc.	SCHEDULE 13G/A	2026-04-24	2026-03-31	12,545,112	11.5%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
T. Rowe Price Investment Management, Inc.	SCHEDULE 13G/A	2025-08-14	2025-06-30	4,424,589	4.8%
FMR LLC	SCHEDULE 13G/A	2025-08-06	2025-06-30	3,118,794.56	3.4%
Abigail P. Johnson	SCHEDULE 13G/A	2025-08-06	2025-06-30	3,118,794.56	3.4%
BIP Holdings Manager L.L.C.	SCHEDULE 13D	2025-05-23	2025-05-18	8,000,000	7.9%
Blackstone Infrastructure Associates L.P.	SCHEDULE 13D	2025-05-23	2025-05-18	8,000,000	7.9%
Blackstone Inc.	SCHEDULE 13D	2025-05-23	2025-05-18	8,000,000	7.9%
Blackstone Holdings II L.P.	SCHEDULE 13D	2025-05-23	2025-05-18	8,000,000	7.9%
Stephen A. Schwarzman	SCHEDULE 13D	2025-05-23	2025-05-18	8,000,000	7.9%
Blackstone Holdings I/II GP L.L.C.	SCHEDULE 13D	2025-05-23	2025-05-18	8,000,000	7.9%
Blackstone Group Management L.L.C.	SCHEDULE 13D	2025-05-23	2025-05-18	8,000,000	7.9%
Troy GP LLC	SCHEDULE 13D	2025-05-23	2025-05-18	8,000,000	7.9%
Troy TopCo LP	SCHEDULE 13D	2025-05-23	2025-05-18	8,000,000	7.9%
BIA GP L.P.	SCHEDULE 13D	2025-05-23	2025-05-18	8,000,000	7.9%
BIA GP L.L.C.	SCHEDULE 13D	2025-05-23	2025-05-18	8,000,000	7.9%
Fuller & Thaler Asset Management, Inc.	SCHEDULE 13G/A	2025-02-14	2024-12-31	3,847,265.6	4.27%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.