Z US Equity

ZILLOW GROUP, INC.

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Industrials · Services-Business Services, NEC · CIK 1617640 · FYE 1231

$33.68

+1.67 (+5.23%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding Z · 2026-Q1 methodology → sources →

486 holders

% of shares outstanding held

72.9%

Shares held (13F)

176,574,422

Reporting holders

486

Top holders

largest 100 of 486 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Caledonia (Private) Investments Pty Ltd	25,894,39325.9M	$1.1B	10.70%	—
2	Capital World Investors	14,195,76914.2M	$587M	5.86%	ADD 31%
3	VANGUARD PORTFOLIO MANAGEMENT LLC	14,010,08414.0M	$580M	5.79%	NEW†
4	Independent Franchise Partners LLP	13,197,42913.2M	$546M	5.45%	ADD 20%
5	BlackRock, Inc.	10,008,41110.0M	$414M	4.13%	—
6	VANGUARD CAPITAL MANAGEMENT LLC	7,501,8467.5M	$310M	3.10%	NEW†
7	TIGER GLOBAL MANAGEMENT LLCtracked	7,368,9577.4M	$305M	3.04%	ADD 22%
8	Ninety One UK Ltd	3,903,7643.9M	$162M	1.61%	TRIM -18%
9	STATE STREET CORP	3,876,0503.9M	$160M	1.60%	—
10	EMINENCE CAPITAL, LP	3,445,5383.4M	$143M	1.42%	ADD 65%
11	GEODE CAPITAL MANAGEMENT, LLC	3,439,8123.4M	$142M	1.42%	ADD 2%
12	Technology Crossover Management IX, Ltd.	3,047,6143.0M	$126M	1.26%	—
13	Technology Crossover Management VIII, Ltd.	2,735,0002.7M	$113M	1.13%	—
14	UBS Group AG	2,665,8812.7M	$110M	1.10%	ADD 59%
15	FMR LLC	2,581,5542.6M	$107M	1.07%	TRIM -71%
16	MORGAN STANLEY	2,573,2952.6M	$106M	1.06%	TRIM -20%
17	Dorsal Capital Management, LP	2,450,0002.5M	$101M	1.01%	TRIM -16%
18	Technology Crossover Management XI, Ltd.	2,338,0362.3M	$97M	0.97%	—
19	STATE OF WISCONSIN INVESTMENT BOARD	2,068,0392.1M	$86M	0.85%	ADD 2355%
20	DIMENSIONAL FUND ADVISORS LP	1,896,2061.9M	$78M	0.78%	ADD 22%
21	GOLDMAN SACHS GROUP INC	1,801,2671.8M	$75M	0.74%	ADD 339%
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,773,2341.8M	$73M	0.73%	ADD 12%
23	JANE STREET GROUP, LLC	1,691,1851.7M	$70M	0.70%	ADD 120%
24	JPMORGAN CHASE & CO	1,551,1061.6M	$63M	0.64%	TRIM -15%
25	Greencape Capital Pty Ltd	1,447,8531.4M	$60M	0.60%	TRIM -47%
26	L1 Capital Pty Ltd	1,269,3281.3M	$53M	0.52%	TRIM -27%
27	SCGE MANAGEMENT, L.P.	1,264,9001.3M	$52M	0.52%	TRIM -37%
28	Amundi	1,145,4121.1M	$47M	0.47%	TRIM -30%
29	VANGUARD FIDUCIARY TRUST CO	1,073,5031.1M	$44M	0.44%	NEW
30	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1,050,0041.1M	$43M	0.43%	ADD 184%
31	NORTHERN TRUST CORP	1,029,1981.0M	$43M	0.43%	ADD 4%
32	BAILLIE GIFFORD & CO	965,525965,525	$40M	0.40%	ADD 31%
33	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	950,227950,227	$39M	0.39%	ADD 7%
34	Park West Asset Management LLC	861,580861,580	$36M	0.36%	TRIM -17%
35	GLENVIEW CAPITAL MANAGEMENT, LLC	789,670789,670	$33M	0.33%	TRIM -32%
36	Connor, Clark & Lunn Investment Management Ltd.	782,312782,312	$32M	0.32%	ADD 93%
37	COATUE MANAGEMENT LLC	739,700739,700	$31M	0.31%	NEW
38	WELLINGTON MANAGEMENT GROUP LLP	722,969722,969	$30M	0.30%	TRIM -61%
39	CITADEL ADVISORS LLC	685,279685,279	$28M	0.28%	ADD 225%
40	Legal & General Group Plc	670,166670,166	$28M	0.28%	TRIM -2%
41	Quantinno Capital Management LP	641,618641,618	$27M	0.27%	ADD 456%
42	Walleye Capital LLC	636,331636,331	$26M	0.26%	ADD 25%
43	Sumitomo Mitsui Trust Group, Inc.	610,589610,589	$25M	0.25%	TRIM -21%
44	Bank of New York Mellon Corp	605,749605,749	$25M	0.25%	—
45	Jain Global LLC	599,905599,905	$25M	0.25%	ADD 1300%
46	NZS Capital, LLC	584,883584,883	$24M	0.24%	ADD 51%
47	Balyasny Asset Management L.P.	564,453564,453	$23M	0.23%	ADD 923%
48	HARVARD MANAGEMENT CO INC	562,045562,045	$23M	0.23%	TRIM -15%
49	KAHN BROTHERS GROUP INC	545,212545,212	$23M	0.23%	NEW
50	Robeco Institutional Asset Management B.V.	498,076498,076	$21M	0.21%	ADD 21%
51	Swiss National Bank	491,834491,834	$20M	0.20%	ADD 7%
52	Valiant Capital Management, L.P.	473,329473,329	$20M	0.20%	ADD 49%
53	D. E. Shaw & Co., Inc.	466,796466,796	$19M	0.19%	ADD 539%
54	HSBC HOLDINGS PLC	439,222439,222	$18M	0.18%	ADD 15%
55	Fayez Sarofim & Co	429,778429,778	$18M	0.18%	—
56	WORLDQUANT MILLENNIUM ADVISORS LLC	423,113423,113	$18M	0.17%	NEW
57	AQR CAPITAL MANAGEMENT LLC	404,474404,474	$17M	0.17%	ADD 808%
58	Invesco Ltd.	374,210374,210	$15M	0.15%	ADD 5%
59	Coronation Fund Managers Ltd.	349,503349,503	$14M	0.14%	ADD 131%
60	HILLMAN CO	348,301348,301	$14M	0.14%	—
61	Woodson Capital Management, LP	335,000335,000	$14M	0.14%	NEW
62	Nuveen, LLC	331,510331,510	$14M	0.14%	ADD 10%
63	Caisse de depot et placement du Quebec	318,462318,462	$13M	0.13%	TRIM -40%
64	BNP PARIBAS FINANCIAL MARKETS	316,121316,121	$13M	0.13%	ADD 19%
65	BANK OF AMERICA CORP /DE/	280,410280,410	$12M	0.12%	TRIM -84%
66	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	279,828279,828	$12M	0.12%	—
67	Private Advisory Group LLC	277,522277,522	$11M	0.11%	ADD 81%
68	Cerity Partners LLC	275,540275,540	$11M	0.11%	ADD 1344%
69	Assenagon Asset Management S.A.	271,543271,543	$11M	0.11%	TRIM -42%
70	Amova Asset Management Americas, Inc.	271,278271,278	$11M	0.11%	TRIM -35%
71	Garde Capital, Inc.	261,824261,824	$11M	0.11%	TRIM -3%
72	CITIGROUP INC	257,883257,883	$11M	0.11%	TRIM -26%
73	DEUTSCHE BANK AG\	248,884248,884	$10M	0.10%	TRIM -10%
74	VANGUARD ASSET MANAGEMENT, Ltd	247,910247,910	$10M	0.10%	NEW
75	IFP Advisors, Inc	241,924241,924	$10M	0.10%	ADD 227%
76	Virtu Financial LLC	218,171218,171	$9M	0.09%	ADD 457%
77	Qube Research & Technologies Ltd	213,144213,144	$9M	0.09%	ADD 13%
78	HB Wealth Management, LLC	202,800202,800	$8M	0.08%	—
79	BANK OF MONTREAL /CAN/	201,964201,964	$8M	0.08%	ADD 3%
80	XTX Topco Ltd	192,295192,295	$8M	0.08%	ADD 323%
81	RHUMBLINE ADVISERS	179,494179,494	$7M	0.07%	—
82	Korea Investment CORP	175,764175,764	$7M	0.07%	ADD 10%
83	ROYAL BANK OF CANADA	169,350169,350	$7M	0.07%	ADD 40%
84	ARK Investment Management LLC	166,685166,685	$7M	0.07%	TRIM -32%
85	Maytus Capital Management, LLC	166,313166,313	$7M	0.07%	NEW
86	Mitsubishi UFJ Asset Management Co., Ltd.	165,956165,956	$7M	0.07%	—
87	PRICE T ROWE ASSOCIATES INC /MD/	163,796163,796	$7M	0.07%	ADD 11%
88	BARCLAYS PLC	142,581142,581	$6M	0.06%	TRIM -47%
89	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	139,609139,609	$6M	0.06%	—
90	AVIVA PLC	134,128134,128	$6M	0.06%	—
91	Kessler Investment Group, LLC	131,563131,563	$5M	0.05%	ADD 36%
92	ZEVENBERGEN CAPITAL INVESTMENTS LLC	130,374130,374	$5M	0.05%	TRIM -79%
93	Point72 Asset Management, L.P.	123,453123,453	$5M	0.05%	NEW
94	Mitsubishi UFJ Trust & Banking Corp	123,283123,283	$5M	0.05%	ADD 43%
95	ExodusPoint Capital Management, LP	120,910120,910	$5M	0.05%	NEW
96	DARK FOREST CAPITAL MANAGEMENT LP	120,193120,193	$5M	0.05%	ADD 2156%
97	MAPLELANE CAPITAL, LLC	115,000115,000	$5M	0.05%	TRIM -27%
98	Aberdeen Group plc	113,875113,875	$5M	0.05%	ADD 3%
99	Deltroit Asset Management (UK) LLP	113,148113,148	$5M	0.05%	NEW
100	Rosenblum Silverman Sutton S F Inc /ca	108,245108,245	$4M	0.04%	ADD 5%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

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 trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Caledonia (Private) Investments Pty Ltd

35.8M

31.0M

29.0M

26.6M

26.1M

25.9M

$1.1B

Capital World Investors

7.2M

8.6M

9.9M

10.6M

10.8M

14.2M

$587M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

14.0M

$580M

Independent Franchise Partners LLP

10.9M

11.2M

11.0M

10.9M

11.0M

13.2M

$546M

BlackRock, Inc.

8.7M

8.8M

9.3M

9.7M

10.0M

$414M

VANGUARD CAPITAL MANAGEMENT LLC

—

7.5M

$310M

TIGER GLOBAL MANAGEMENT LLCtracked

—

5.2M

6.2M

5.0M

6.1M

7.4M

$305M

Ninety One UK Ltd

3.6M

4.0M

4.7M

9.7M

4.8M

3.9M

$162M

STATE STREET CORP

3.5M

3.7M

3.8M

3.9M

$160M

EMINENCE CAPITAL, LP

2.9M

2.4M

4.0M

2.5M

2.1M

3.4M

$143M

GEODE CAPITAL MANAGEMENT, LLC

2.9M

3.1M

3.3M

3.4M

$142M

Technology Crossover Management IX, Ltd.

3.0M

$126M

Technology Crossover Management VIII, Ltd.

2.7M

$113M

UBS Group AG

1.3M

2.0M

1.8M

2.3M

1.7M

2.7M

$110M

FMR LLC

8.6M

12.9M

12.4M

12.9M

9.0M

2.6M

$107M

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.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	486	176,574,422	72.9%	$7.3B
2025-Q4	526	181,988,730	75.2%	$12.4B
2025-Q3	525	189,636,353	78.3%	$14.6B
2025-Q2	478

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.

Activists & large holders· Schedule 13D/G beneficial owners · Z

Activists — 13D, active intent

BARTON RICHARD N9.2%▲ +1ppSCHEDULE 13D/A · Amd 4 · event 2026-06-11SEC →

4,194,265 shares

Frink Lloyd D6.7%NEWSCHEDULE 13D/A · Amd 3 · event 2026-02-17SEC →

3,156,188 shares

Large holders — 13G, passive (top 5 of 9 by % of class)

Holder	% of class	Type	As of
Caledonia (Private) Investments Pty Ltd	26.8%	QII	2026-03-31	SEC →
VANGUARD PORTFOLIO MANAGEMENT LLC	8.61%	QII	2026-03-31	SEC →

Institutional ownership· 13F filers holding Z · 2026-Q1 methodology → sources →

486 holders

% of shares outstanding held

72.9%

Shares held (13F)

176,574,422

Reporting holders

486

Top holders

largest 100 of 486 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Caledonia (Private) Investments Pty Ltd	25,894,39325.9M	$1.1B	10.70%	—
2	Capital World Investors	14,195,76914.2M	$587M	5.86%	ADD 31%
3	VANGUARD PORTFOLIO MANAGEMENT LLC	14,010,08414.0M	$580M	5.79%	NEW†
4	Independent Franchise Partners LLP	13,197,42913.2M	$546M	5.45%	ADD 20%
5	BlackRock, Inc.	10,008,41110.0M	$414M	4.13%	—
6	VANGUARD CAPITAL MANAGEMENT LLC	7,501,8467.5M	$310M	3.10%	NEW†
7	TIGER GLOBAL MANAGEMENT LLCtracked	7,368,9577.4M	$305M	3.04%	ADD 22%
8	Ninety One UK Ltd	3,903,7643.9M	$162M	1.61%	TRIM -18%
9	STATE STREET CORP	3,876,0503.9M	$160M	1.60%	—
10	EMINENCE CAPITAL, LP	3,445,5383.4M	$143M	1.42%	ADD 65%
11	GEODE CAPITAL MANAGEMENT, LLC	3,439,8123.4M	$142M	1.42%	ADD 2%
12	Technology Crossover Management IX, Ltd.	3,047,6143.0M	$126M	1.26%	—
13	Technology Crossover Management VIII, Ltd.	2,735,0002.7M	$113M	1.13%	—
14	UBS Group AG	2,665,8812.7M	$110M	1.10%	ADD 59%
15	FMR LLC	2,581,5542.6M	$107M	1.07%	TRIM -71%
16	MORGAN STANLEY	2,573,2952.6M	$106M	1.06%	TRIM -20%
17	Dorsal Capital Management, LP	2,450,0002.5M	$101M	1.01%	TRIM -16%
18	Technology Crossover Management XI, Ltd.	2,338,0362.3M	$97M	0.97%	—
19	STATE OF WISCONSIN INVESTMENT BOARD	2,068,0392.1M	$86M	0.85%	ADD 2355%
20	DIMENSIONAL FUND ADVISORS LP	1,896,2061.9M	$78M	0.78%	ADD 22%
21	GOLDMAN SACHS GROUP INC	1,801,2671.8M	$75M	0.74%	ADD 339%
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,773,2341.8M	$73M	0.73%	ADD 12%
23	JANE STREET GROUP, LLC	1,691,1851.7M	$70M	0.70%	ADD 120%
24	JPMORGAN CHASE & CO	1,551,1061.6M	$63M	0.64%	TRIM -15%
25	Greencape Capital Pty Ltd	1,447,8531.4M	$60M	0.60%	TRIM -47%
26	L1 Capital Pty Ltd	1,269,3281.3M	$53M	0.52%	TRIM -27%
27	SCGE MANAGEMENT, L.P.	1,264,9001.3M	$52M	0.52%	TRIM -37%
28	Amundi	1,145,4121.1M	$47M	0.47%	TRIM -30%
29	VANGUARD FIDUCIARY TRUST CO	1,073,5031.1M	$44M	0.44%	NEW
30	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1,050,0041.1M	$43M	0.43%	ADD 184%
31	NORTHERN TRUST CORP	1,029,1981.0M	$43M	0.43%	ADD 4%
32	BAILLIE GIFFORD & CO	965,525965,525	$40M	0.40%	ADD 31%
33	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	950,227950,227	$39M	0.39%	ADD 7%
34	Park West Asset Management LLC	861,580861,580	$36M	0.36%	TRIM -17%
35	GLENVIEW CAPITAL MANAGEMENT, LLC	789,670789,670	$33M	0.33%	TRIM -32%
36	Connor, Clark & Lunn Investment Management Ltd.	782,312782,312	$32M	0.32%	ADD 93%
37	COATUE MANAGEMENT LLC	739,700739,700	$31M	0.31%	NEW
38	WELLINGTON MANAGEMENT GROUP LLP	722,969722,969	$30M	0.30%	TRIM -61%
39	CITADEL ADVISORS LLC	685,279685,279	$28M	0.28%	ADD 225%
40	Legal & General Group Plc	670,166670,166	$28M	0.28%	TRIM -2%
41	Quantinno Capital Management LP	641,618641,618	$27M	0.27%	ADD 456%
42	Walleye Capital LLC	636,331636,331	$26M	0.26%	ADD 25%
43	Sumitomo Mitsui Trust Group, Inc.	610,589610,589	$25M	0.25%	TRIM -21%
44	Bank of New York Mellon Corp	605,749605,749	$25M	0.25%	—
45	Jain Global LLC	599,905599,905	$25M	0.25%	ADD 1300%
46	NZS Capital, LLC	584,883584,883	$24M	0.24%	ADD 51%
47	Balyasny Asset Management L.P.	564,453564,453	$23M	0.23%	ADD 923%
48	HARVARD MANAGEMENT CO INC	562,045562,045	$23M	0.23%	TRIM -15%
49	KAHN BROTHERS GROUP INC	545,212545,212	$23M	0.23%	NEW
50	Robeco Institutional Asset Management B.V.	498,076498,076	$21M	0.21%	ADD 21%
51	Swiss National Bank	491,834491,834	$20M	0.20%	ADD 7%
52	Valiant Capital Management, L.P.	473,329473,329	$20M	0.20%	ADD 49%
53	D. E. Shaw & Co., Inc.	466,796466,796	$19M	0.19%	ADD 539%
54	HSBC HOLDINGS PLC	439,222439,222	$18M	0.18%	ADD 15%
55	Fayez Sarofim & Co	429,778429,778	$18M	0.18%	—
56	WORLDQUANT MILLENNIUM ADVISORS LLC	423,113423,113	$18M	0.17%	NEW
57	AQR CAPITAL MANAGEMENT LLC	404,474404,474	$17M	0.17%	ADD 808%
58	Invesco Ltd.	374,210374,210	$15M	0.15%	ADD 5%
59	Coronation Fund Managers Ltd.	349,503349,503	$14M	0.14%	ADD 131%
60	HILLMAN CO	348,301348,301	$14M	0.14%	—
61	Woodson Capital Management, LP	335,000335,000	$14M	0.14%	NEW
62	Nuveen, LLC	331,510331,510	$14M	0.14%	ADD 10%
63	Caisse de depot et placement du Quebec	318,462318,462	$13M	0.13%	TRIM -40%
64	BNP PARIBAS FINANCIAL MARKETS	316,121316,121	$13M	0.13%	ADD 19%
65	BANK OF AMERICA CORP /DE/	280,410280,410	$12M	0.12%	TRIM -84%
66	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	279,828279,828	$12M	0.12%	—
67	Private Advisory Group LLC	277,522277,522	$11M	0.11%	ADD 81%
68	Cerity Partners LLC	275,540275,540	$11M	0.11%	ADD 1344%
69	Assenagon Asset Management S.A.	271,543271,543	$11M	0.11%	TRIM -42%
70	Amova Asset Management Americas, Inc.	271,278271,278	$11M	0.11%	TRIM -35%
71	Garde Capital, Inc.	261,824261,824	$11M	0.11%	TRIM -3%
72	CITIGROUP INC	257,883257,883	$11M	0.11%	TRIM -26%
73	DEUTSCHE BANK AG\	248,884248,884	$10M	0.10%	TRIM -10%
74	VANGUARD ASSET MANAGEMENT, Ltd	247,910247,910	$10M	0.10%	NEW
75	IFP Advisors, Inc	241,924241,924	$10M	0.10%	ADD 227%
76	Virtu Financial LLC	218,171218,171	$9M	0.09%	ADD 457%
77	Qube Research & Technologies Ltd	213,144213,144	$9M	0.09%	ADD 13%
78	HB Wealth Management, LLC	202,800202,800	$8M	0.08%	—
79	BANK OF MONTREAL /CAN/	201,964201,964	$8M	0.08%	ADD 3%
80	XTX Topco Ltd	192,295192,295	$8M	0.08%	ADD 323%
81	RHUMBLINE ADVISERS	179,494179,494	$7M	0.07%	—
82	Korea Investment CORP	175,764175,764	$7M	0.07%	ADD 10%
83	ROYAL BANK OF CANADA	169,350169,350	$7M	0.07%	ADD 40%
84	ARK Investment Management LLC	166,685166,685	$7M	0.07%	TRIM -32%
85	Maytus Capital Management, LLC	166,313166,313	$7M	0.07%	NEW
86	Mitsubishi UFJ Asset Management Co., Ltd.	165,956165,956	$7M	0.07%	—
87	PRICE T ROWE ASSOCIATES INC /MD/	163,796163,796	$7M	0.07%	ADD 11%
88	BARCLAYS PLC	142,581142,581	$6M	0.06%	TRIM -47%
89	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	139,609139,609	$6M	0.06%	—
90	AVIVA PLC	134,128134,128	$6M	0.06%	—
91	Kessler Investment Group, LLC	131,563131,563	$5M	0.05%	ADD 36%
92	ZEVENBERGEN CAPITAL INVESTMENTS LLC	130,374130,374	$5M	0.05%	TRIM -79%
93	Point72 Asset Management, L.P.	123,453123,453	$5M	0.05%	NEW
94	Mitsubishi UFJ Trust & Banking Corp	123,283123,283	$5M	0.05%	ADD 43%
95	ExodusPoint Capital Management, LP	120,910120,910	$5M	0.05%	NEW
96	DARK FOREST CAPITAL MANAGEMENT LP	120,193120,193	$5M	0.05%	ADD 2156%
97	MAPLELANE CAPITAL, LLC	115,000115,000	$5M	0.05%	TRIM -27%
98	Aberdeen Group plc	113,875113,875	$5M	0.05%	ADD 3%
99	Deltroit Asset Management (UK) LLP	113,148113,148	$5M	0.05%	NEW
100	Rosenblum Silverman Sutton S F Inc /ca	108,245108,245	$4M	0.04%	ADD 5%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

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 trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Caledonia (Private) Investments Pty Ltd

35.8M

31.0M

29.0M

26.6M

26.1M

25.9M

$1.1B

Capital World Investors

7.2M

8.6M

9.9M

10.6M

10.8M

14.2M

$587M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

14.0M

$580M

Independent Franchise Partners LLP

10.9M

11.2M

11.0M

10.9M

11.0M

13.2M

$546M

BlackRock, Inc.

8.7M

8.8M

9.3M

9.7M

10.0M

$414M

VANGUARD CAPITAL MANAGEMENT LLC

—

7.5M

$310M

TIGER GLOBAL MANAGEMENT LLCtracked

—

5.2M

6.2M

5.0M

6.1M

7.4M

$305M

Ninety One UK Ltd

3.6M

4.0M

4.7M

9.7M

4.8M

3.9M

$162M

STATE STREET CORP

3.5M

3.7M

3.8M

3.9M

$160M

EMINENCE CAPITAL, LP

2.9M

2.4M

4.0M

2.5M

2.1M

3.4M

$143M

GEODE CAPITAL MANAGEMENT, LLC

2.9M

3.1M

3.3M

3.4M

$142M

Technology Crossover Management IX, Ltd.

3.0M

$126M

Technology Crossover Management VIII, Ltd.

2.7M

$113M

UBS Group AG

1.3M

2.0M

1.8M

2.3M

1.7M

2.7M

$110M

FMR LLC

8.6M

12.9M

12.4M

12.9M

9.0M

2.6M

$107M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	486	176,574,422	72.9%	$7.3B
2025-Q4	526	181,988,730	75.2%	$12.4B
2025-Q3	525	189,636,353	78.3%	$14.6B
2025-Q2	478

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · Z

Activists — 13D, active intent

BARTON RICHARD N9.2%▲ +1ppSCHEDULE 13D/A · Amd 4 · event 2026-06-11SEC →

4,194,265 shares

Frink Lloyd D6.7%NEWSCHEDULE 13D/A · Amd 3 · event 2026-02-17SEC →

3,156,188 shares

Large holders — 13G, passive (top 5 of 9 by % of class)

Holder	% of class	Type	As of
Caledonia (Private) Investments Pty Ltd	26.8%	QII	2026-03-31	SEC →
VANGUARD PORTFOLIO MANAGEMENT LLC	8.61%	QII	2026-03-31	SEC →

Z US Equity☆

Institutional ownership· 13F filers holding Z · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · Z

Institutional ownership· 13F filers holding Z · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · Z

Z US Equity