| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | BAMCO INC /NY/ | 6,341,6736.3M | $912M | 6.64% | ADD 4% |
| 2 | PRINCIPAL FINANCIAL GROUP INC | 4,721,4254.7M | $679M | 4.94% | — |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | 4,385,6124.4M | $631M | 4.59% | TRIM -6% |
| 4 | BlackRock, Inc. | 4,005,0974.0M | $576M | 4.19% | — |
| 5 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2,855,1822.9M | $410M | 2.99% | ADD 5% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1,780,0821.8M | $256M | 1.86% | NEW |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,692,1221.7M | $243M | 1.77% | NEW |
| 8 | STATE STREET CORP | 1,399,2971.4M | $201M | 1.47% | — |
| 9 | MORGAN STANLEY | 1,351,4131.4M | $194M | 1.42% | TRIM -4% |
| 10 | Veritas Asset Management LLP | 1,336,2471.3M | $192M | 1.40% | TRIM -30% |
| 11 | Point72 Asset Management, L.P. | 866,299866,299 | $125M | 0.91% | ADD 39% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 791,975791,975 | $114M | 0.83% | ADD 5% |
| 13 | ALLIANCEBERNSTEIN L.P. | 679,772679,772 | $109M | 0.71% | ADD 9% |
| 14 | MARSHALL WACE, LLP | 721,134721,134 | $104M | 0.76% | ADD 2412% |
| 15 | BANK OF AMERICA CORP /DE/ | 710,474710,474 | $102M | 0.74% | TRIM -13% |
| 16 | CITADEL ADVISORS LLC | 700,632700,632 | $101M | 0.73% | TRIM -32% |
| 17 | UBS Group AG | 630,819630,819 | $91M | 0.66% | ADD 29% |
| 18 | BANK OF NOVA SCOTIA | 592,997592,997 | $85M | 0.62% | TRIM -63% |
| 19 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 525,320525,320 | $76M | 0.55% | ADD 52% |
| 20 | Legal & General Group Plc | 466,394466,394 | $67M | 0.49% | — |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 458,648458,648 | $66M | 0.48% | ADD 4% |
| 22 | GOLDMAN SACHS GROUP INC | 451,036451,036 | $65M | 0.47% | TRIM -23% |
| 23 | AMERIPRISE FINANCIAL INC | 416,083416,083 | $60M | 0.44% | — |
| 24 | Nuveen, LLC | 377,764377,764 | $54M | 0.40% | ADD 98% |
| 25 | NORTHERN TRUST CORP | 376,453376,453 | $54M | 0.39% | ADD 3% |
| 26 | Invesco Ltd. | 353,985353,985 | $51M | 0.37% | ADD 126% |
| 27 | PAR CAPITAL MANAGEMENT INC | 338,500338,500 | $49M | 0.35% | — |
| 28 | DIMENSIONAL FUND ADVISORS LP | 331,598331,598 | $48M | 0.35% | TRIM -3% |
| 29 | Fiera Capital Corp | 324,461324,461 | $47M | 0.34% | — |
| 30 | Bank of New York Mellon Corp | 305,418305,418 | $44M | 0.32% | TRIM -3% |
| 31 | PRICE T ROWE ASSOCIATES INC /MD/ | 300,450300,450 | $43M | 0.31% | TRIM -22% |
| 32 | Allspring Global Investments Holdings, LLC | 296,133296,133 | $43M | 0.31% | ADD 19% |
| 33 | DAVIDSON INVESTMENT ADVISORS | 293,504293,504 | $42M | 0.31% | ADD 8% |
| 34 | SCHRODER INVESTMENT MANAGEMENT GROUP | 282,371282,371 | $41M | 0.30% | ADD 20% |
| 35 | VANGUARD FIDUCIARY TRUST CO | 255,705255,705 | $37M | 0.27% | NEW |
| 36 | DEUTSCHE BANK AG\ | 252,265252,265 | $36M | 0.26% | TRIM -9% |
| 37 | Benchstone Capital Management LP | 243,386243,386 | $35M | 0.25% | ADD 108% |
| 38 | GRS Advisors, LLC | 242,944242,944 | $35M | 0.25% | NEW |
| 39 | Long Pond Capital, LP | 223,989223,989 | $32M | 0.23% | ADD 10% |
| 40 | WELLS FARGO & COMPANY/MN | 208,306208,306 | $30M | 0.22% | ADD 4% |
| 41 | Amundi | 189,272189,272 | $27M | 0.20% | ADD 71% |
| 42 | ENVESTNET ASSET MANAGEMENT INC | 187,170187,170 | $27M | 0.20% | ADD 10% |
| 43 | Quantinno Capital Management LP | 158,946158,946 | $23M | 0.17% | ADD 5% |
| 44 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 153,772153,772 | $22M | 0.16% | TRIM -7% |
| 45 | MILLENNIUM MANAGEMENT LLC | 137,324137,324 | $20M | 0.14% | TRIM -48% |
| 46 | Susquehanna Portfolio Strategies, LLC | 131,770131,770 | $19M | 0.14% | ADD 25% |
| 47 | Gotham Asset Management, LLC | 125,102125,102 | $18M | 0.13% | ADD 94% |
| 48 | D. E. Shaw & Co., Inc. | 124,567124,567 | $18M | 0.13% | ADD 713% |
| 49 | Swiss National Bank | 122,700122,700 | $18M | 0.13% | ADD 6% |
| 50 | FACTORY MUTUAL INSURANCE CO | 120,548120,548 | $17M | 0.13% | — |
| 51 | Squarepoint Ops LLC | 116,022116,022 | $17M | 0.12% | NEW |
| 52 | RHUMBLINE ADVISERS | 114,718114,718 | $16M | 0.12% | — |
| 53 | Retirement Systems of Alabama | 112,139112,139 | $16M | 0.12% | TRIM -9% |
| 54 | NICOLA WEALTH MANAGEMENT LTD. | 105,500105,500 | $15M | 0.11% | TRIM -15% |
| 55 | SEGALL BRYANT & HAMILL, LLC | 99,31799,317 | $14M | 0.10% | — |
| 56 | RAYMOND JAMES FINANCIAL INC | 97,53897,538 | $14M | 0.10% | ADD 12% |
| 57 | SEI INVESTMENTS CO | 88,62388,623 | $13M | 0.09% | ADD 2% |
| 58 | NEW YORK STATE COMMON RETIREMENT FUND | 86,00186,001 | $12M | 0.09% | — |
| 59 | Cullen/Frost Bankers, Inc. | 85,73485,734 | $12M | 0.09% | — |
| 60 | SG Americas Securities, LLC | 84,95384,953 | $12M | 0.09% | TRIM -64% |
| 61 | Archon Partners LLC | 82,00082,000 | $12M | 0.09% | — |
| 62 | FMR LLC | 80,83580,835 | $12M | 0.08% | ADD 509% |
| 63 | Sumitomo Mitsui Trust Group, Inc. | 78,32278,322 | $11M | 0.08% | — |
| 64 | WHITTIER TRUST CO | 69,13169,131 | $10M | 0.07% | ADD 9% |
| 65 | Tao Capital Management LP | 70,00070,000 | $10M | 0.07% | — |
| 66 | Polar Capital Holdings Plc | 64,44164,441 | $9M | 0.07% | TRIM -47% |
| 67 | JPMORGAN CHASE & CO | 65,42665,426 | $9M | 0.07% | TRIM -15% |
| 68 | PFA Pension, Forsikringsaktieselskab | 61,15361,153 | $9M | 0.06% | — |
| 69 | Connor, Clark & Lunn Investment Management Ltd. | 60,68360,683 | $9M | 0.06% | ADD 66% |
| 70 | Conversant Capital LLC | 60,00060,000 | $9M | 0.06% | NEW |
| 71 | SummitTX Capital, L.P. | 59,89459,894 | $9M | 0.06% | ADD 250% |
| 72 | BOOTHBAY FUND MANAGEMENT, LLC | 58,79458,794 | $8M | 0.06% | ADD 535% |
| 73 | EXCHANGE TRADED CONCEPTS, LLC | 56,29256,292 | $8M | 0.06% | ADD 65% |
| 74 | BNP PARIBAS FINANCIAL MARKETS | 55,10155,101 | $8M | 0.06% | ADD 28% |
| 75 | California Public Employees Retirement System | 50,84850,848 | $7M | 0.05% | TRIM -10% |
| 76 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 49,77649,776 | $7M | 0.05% | — |
| 77 | Mitsubishi UFJ Asset Management Co., Ltd. | 46,30546,305 | $7M | 0.05% | ADD 19% |
| 78 | BARCLAYS PLC | 45,73445,734 | $7M | 0.05% | TRIM -5% |
| 79 | Man Group plc | 45,60445,604 | $7M | 0.05% | NEW |
| 80 | FRANKLIN RESOURCES INC | 44,44944,449 | $6M | 0.05% | NEW |
| 81 | Tidal Investments LLC | 42,43742,437 | $6M | 0.04% | NEW |
| 82 | FIRST TRUST ADVISORS LP | 40,40940,409 | $6M | 0.04% | ADD 106% |
| 83 | STATE OF WISCONSIN INVESTMENT BOARD | 40,25340,253 | $6M | 0.04% | ADD 33% |
| 84 | BANK OF MONTREAL /CAN/ | 40,20140,201 | $6M | 0.04% | ADD 21% |
| 85 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 38,44238,442 | $6M | 0.04% | ADD 5% |
| 86 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 37,54837,548 | $5M | 0.04% | — |
| 87 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 36,99636,996 | $5M | 0.04% | TRIM -72% |
| 88 | TWO SIGMA INVESTMENTS, LP | 36,37936,379 | $5M | 0.04% | NEW |
| 89 | SouthState Bank Corp | 36,28136,281 | $5M | 0.04% | ADD 4% |
| 90 | FARALLON CAPITAL MANAGEMENT LLC | 36,00036,000 | $5M | 0.04% | NEW |
| 91 | Universal- Beteiligungs- und Servicegesellschaft mbH | 34,42534,425 | $5M | 0.04% | TRIM -28% |
| 92 | Woodline Partners LP | 34,05234,052 | $5M | 0.04% | NEW |
| 93 | WHITTIER TRUST CO OF NEVADA INC | 33,42333,423 | $5M | 0.03% | ADD 4% |
| 94 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 33,44433,444 | $5M | 0.04% | TRIM -34% |
| 95 | ROYAL BANK OF CANADA | 31,79631,796 | $5M | 0.03% | — |
| 96 | Taproot Management LP | 31,73431,734 | $5M | 0.03% | TRIM -45% |
| 97 | B. Metzler seel. Sohn & Co. AG | 31,33231,332 | $5M | 0.03% | ADD 6% |
| 98 | CANADA LIFE ASSURANCE Co | 30,63430,634 | $4M | 0.03% | — |
| 99 | Covea Finance | 30,10030,100 | $4M | 0.03% | — |
| 100 | Apollo Management Holdings, L.P. | 30,00030,000 | $4M | 0.03% | NEW |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| BAMCO INC /NY/ | 5.6M | 5.8M | 6.0M | 6.1M | 6.1M | 6.3M | $912M |
| PRINCIPAL FINANCIAL GROUP INC | 2.7M | 3.1M | 3.9M | 4.7M | 4.7M | 4.7M | $679M |
| WELLINGTON MANAGEMENT GROUP LLP | 1.7M | 1.8M | 2.9M | 3.2M | 4.7M | 4.4M | $631M |
| BlackRock, Inc. | 4.1M | 4.1M | 4.0M | 4.1M | 4.0M | 4.0M | $576M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.8M | 2.9M | 2.2M | 2.8M | 2.7M | 2.9M | $410M |
| VANGUARD CAPITAL MANAGEMENT LLC | — | — | — | — | — | 1.8M | $256M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | — | — | — | — | — | 1.7M | $243M |
| STATE STREET CORP | 1.4M | 1.4M | 1.4M | 1.4M | 1.4M | 1.4M | $201M |
| MORGAN STANLEY | 2.0M | 2.0M | 2.3M | 2.1M | 1.4M | 1.4M | $194M |
| Veritas Asset Management LLP | — | — | — | 205K | 1.9M | 1.3M | $192M |
| Point72 Asset Management, L.P. | — | 240K | 1.1M | 1.2M | 625K | 866K | $125M |
| GEODE CAPITAL MANAGEMENT, LLC | 710K | 759K | 746K | 745K | 752K | 792K | $114M |
| ALLIANCEBERNSTEIN L.P. | 509K | 563K | 671K | 599K | 624K | 680K | $109M |
| MARSHALL WACE, LLP | 2K | 97K | 128K | 100 | 29K | 721K | $104M |
| BANK OF AMERICA CORP /DE/ | 348K | 666K | 1.2M | 1.4M | 818K | 710K | $102M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding divides each quarter's as-filed 13F shares by the SEC cover-page share count dated to that same quarter (split-adjusted), not by today's count — so splits and buybacks don't move the line.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
“Item 4 of the Schedule 13D is amended and supplemented as follows: The August 2025 Transfer was completed on August 13, 2025, as described in Item 3 of this Amendment No. 32. The January 2026 Transfers were completed on January 1, 2026, as described in Item 3 of this amendment No. 32.”
“Item 4 of the Schedule 13D is hereby supplemented by inserting the following at the end of such Item: On July 1, 2025, Andrew D. Wingate, Lucinda Falk and Zena Tamler, ceased to be the co-trustees of the trusts listed on Appendix A-2 attached to Exhibit 1 hereto. The 1953 Private Family Trust Company LLC is now the trustee of the trusts listed on Appendix A-2 attached, to Exhibit 1, hereto.”
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | +1,780,082 | $256M | OPEN |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +1,692,122 | $243M | OPEN |
| MARSHALL WACE, LLP | +692,428 | $100M | ADD |
| VANGUARD FIDUCIARY TRUST CO | +255,705 | $37M | OPEN |
| GRS Advisors, LLC | +242,944 | $35M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD GROUP INC | −3,774,388 | $543M | CLOSE |
| BANK OF NOVA SCOTIA | −1,012,246 | $146M | TRIM |
| Veritas Asset Management LLP | −564,170 | $81M | TRIM |
| Junto Capital Management LP | −386,987 | $56M | CLOSE |
| CITADEL ADVISORS LLC | −331,693 | $48M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 482 | 49,312,786 | 51.6% | $7.1B |
| 2025-Q4 | 484 | 51,586,411 | 54.0% | $8.3B |
| 2025-Q3 | 428 | 52,097,117 | 54.5% | $7.4B |
| 2025-Q2 | 433 | 51,406,085 | — | $7.2B |
| 2025-Q1 | 422 | 46,647,082 | — | $5.7B |
| 2024-Q4 | 443 | 45,694,547 | — | $7.2B |
| 2024-Q3 | 435 | 45,582,566 | — | $6.9B |
| 2024-Q2 | 423 | 46,393,736 | — | $7.0B |
| 2024-Q1 | 427 | 52,082,172 | — | $8.3B |
| 2023-Q4 | 368 | 50,635,921 | — | $6.6B |
| 2023-Q3 | 340 | 45,812,570 | — | $4.9B |
| 2023-Q2 | 348 | 48,952,749 | — | $5.6B |
| 2023-Q1 | 327 | 50,980,735 | — | $5.7B |
| 2022-Q4 | 306 | 49,325,663 | — | $4.4B |
| 2022-Q3 | 307 | 50,851,946 | — | $4.1B |
| 2022-Q2 | 281 | 51,139,587 | — | $3.8B |
| 2022-Q1 | 323 | 51,658,487 | — | $4.9B |
| 2021-Q4 | 297 | 49,917,807 | — | $4.8B |
| 2021-Q3 | 275 | 48,937,579 | — | $3.8B |
| 2021-Q2 | 246 | 40,143,457 | — | $3.1B |
| 2021-Q1 | 262 | 38,925,116 | — | $3.2B |
| 2020-Q4 | 247 | 40,989,080 | — | $3.2B |
| 2020-Q3 | 219 | 37,825,927 | — | $2.0B |
| 2020-Q2 | 224 | 37,165,230 | — | $1.9B |
| 2020-Q1 | 202 | 37,498,373 | — | $1.8B |
| 2019-Q4 | 202 | 38,084,104 | — | $3.4B |
| 2019-Q3 | 208 | 39,306,453 | — | $2.9B |
| 2019-Q2 | 214 | 39,885,325 | — | $3.0B |
| 2019-Q1 | 225 | 39,830,912 | — | $2.9B |
| 2018-Q4 | 222 | 39,300,602 | — | $2.7B |
| 2018-Q3 | 244 | 42,711,001 | — | $3.4B |
| 2018-Q2 | 245 | 43,142,187 | — | $3.3B |
| 2018-Q1 | 240 | 45,324,950 | — | $3.5B |
| 2017-Q4 | 199 | 46,545,161 | — | $3.4B |
| 2017-Q3 | 184 | 46,122,340 | — | $2.9B |
| 2017-Q2 | 188 | 38,196,930 | — | $2.1B |
| 2017-Q1 | 174 | 38,234,308 | — | $2.1B |
| 2016-Q4 | 197 | 35,619,863 | — | $2.0B |
| 2016-Q3 | 159 | 23,562,722 | — | $1.2B |
| 2016-Q2 | 151 | 23,793,730 | — | $1.2B |
| 2016-Q1 | 152 | 25,767,034 | — | $1.3B |
| 2015-Q4 | 152 | 29,499,195 | — | $1.4B |
| 2015-Q3 | 152 | 30,394,876 | — | $1.4B |
| 2015-Q2 | 170 | 32,735,416 | — | $1.9B |
| 2015-Q1 | 180 | 34,108,513 | — | $2.0B |
| 2014-Q4 | 171 | 35,569,600 | — | $2.1B |
| 2014-Q3 | 174 | 37,472,295 | — | $2.3B |
| 2014-Q2 | 167 | 40,081,302 | — | $2.4B |
| 2014-Q1 | 158 | 40,954,106 | — | $2.2B |
| 2013-Q4 | 176 | 51,038,426 | — | $2.1B |
| 2013-Q3 | 168 | 52,215,149 | — | $1.9B |
| 2013-Q2 | 143 | 44,239,420 | — | $1.8B |
| 2013-Q1 | 8 | 592,631 | — | $26M |
“Item 4 of the Schedule 13D is amended and supplemented as follows: The 2025 Donation was completed on January 30, 2025, as described in Item 3 of this Amendment No. 10. The May 2025 Sale was completed on May 14, 2025, as described in Item 3 of this Amendment No. 10. The April 2026 Sale was completed on April 17, 2026, as described in Item 3 of this Amendment No. 10.”
Source: SEC Schedule 13D/13G structured XML. 13D = active intent; 13G filers report passively (Rule 13d-1(b) QII / 13d-1(c) Passive / 13d-1(d) Exempt) and are not activists. Percent and delta are the group aggregate the filing reports. Structured 13D/G coverage begins December 2024 (SEC XML mandate).
