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.

BROWN FORMAN CORP

CIK 0000014693BF-ABF-B· quarter ending 2026-06-30

Shares outstanding

458,864,265

as of 2026-08-31 · 10-Q cover page, filed 2026-09-02

Held by 13F filers

218,584,465

across share classes — see % per class below

Holders

620

+8 vs 2026-03-31 · 97 new, 89 exited

Value

$5.8B

shares -1.0% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-09-02, as of 2026-08-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common Class A	BFA · NYSE	168,480,849	19,099,203	11.3%	211	115637100
Nonvoting Common Stock	BFB · NYSE	290,383,416	—	—
Not matched to a class			199,485,262	—		115637209

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
	115637209	Stock	597	199,485,262	—	—	$5.3B	9 call / 6 put	13DG	holders →
	115637100	CL A	211	19,099,203	168,480,849	11.3%	$522.7M	2 call / 1 put	13DG	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. 1 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 620 · 115637209, 115637100)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	VANGUARD CAPITAL MANAGEMENT LLC	15,953,598	—	$426.1M	-134,200 (-0.8%)
2	VANGUARD PORTFOLIO MANAGEMENT LLC	15,384,236	—	$411.4M	+79,792 (+0.5%)
3	BlackRock, Inc.	13,784,485	—	$368.5M	+245,041 (+1.8%)
4	FMR LLC	12,597,933	—	$335.7M	-203,258 (-1.6%)
5	VAN ECK ASSOCIATES CORP	12,095,293	—	$322.3M	-263,238 (-2.1%)
6	STATE STREET CORP	9,955,353	—	$267.8M	-181,177 (-1.8%)
7	Invesco Ltd.	8,586,045	—	$228.8M	-409,984 (-4.6%)
8	DIMENSIONAL FUND ADVISORS LP	7,694,746	—	$205.6M	+2,471,263 (+47.3%)
9	GOLDMAN SACHS GROUP INC	7,498,148	—	$199.9M	+1,011,133 (+15.6%)
10	GEODE CAPITAL MANAGEMENT, LLC	6,408,417	—	$171.2M	+181,832 (+2.9%)
11	ProShare Advisors LLC	5,658,686	—	$150.8M	-326,757 (-5.5%)
12	MORGAN STANLEY	3,819,949	—	$102.0M	-492,516 (-11.4%)
13	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	3,530,345	—	$94.1M	+37,566 (+1.1%)
14	Lindsell Train Ltd	3,514,113	—	$95.2M	-647,158 (-15.6%)
15	Bank of New York Mellon Corp	3,437,107	—	$92.0M	-73,801 (-2.1%)
16	EQUITY INVESTMENT CORP	2,590,913	—	$69.0M	+166,941 (+6.9%)
17	Black Creek Investment Management Inc.	2,457,810	—	$65.5M	-2,800,296 (-53.3%)
18	BANK OF AMERICA CORP /DE/	2,376,017	—	$63.4M	-1,406,662 (-37.2%)
19	GARDNER RUSSO & QUINN LLC	2,237,097	—	$60.8M	-70,475 (-3.1%)
20	UBS Group AG	2,177,396	—	$58.1M	-910,204 (-29.5%)
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2,116,924	—	$56.4M	-2,070 (-0.1%)
22	WELLINGTON MANAGEMENT GROUP LLP	2,045,650	—	$54.5M	-292,357 (-12.5%)
23	Ruffer LLP	1,931,956	—	$51.4M	-799,920 (-29.3%)
24	NORTHERN TRUST CORP	1,751,866	—	$46.8M	-86,627 (-4.7%)
25	Vest Financial, LLC	1,688,989	—	$45.0M	-159,789 (-8.6%)
26	Grantham, Mayo, Van Otterloo & Co. LLC	1,666,644	—	$44.4M	+226,994 (+15.8%)
27	NORGES BANK	1,582,529	—	$42.4M	NEW
28	J. Safra Sarasin Holding AG	1,578,161	—	$37.0M	-10,487 (-0.7%)
29	Quantinno Capital Management LP	1,456,861	—	$39.0M	+984,387 (+208.3%)
30	Pureheart Capital Pte Ltd.	1,442,248	—	$38.4M	NEW
31	FIL Ltd	1,388,235	—	$37.0M	+252,235 (+22.2%)
32	Markel Group Inc.	1,317,187	—	$35.7M	—
33	NOMURA ASSET MANAGEMENT CO LTD	1,297,920	—	$34.6M	-66,507 (-4.9%)
34	MILLENNIUM MANAGEMENT LLC	1,214,645	—	$32.4M	NEW
35	HRT FINANCIAL LP	1,208,042	—	$32.2M	+634,446 (+110.6%)
36	DEUTSCHE BANK AG\	1,172,651	—	$31.3M	-622,247 (-34.7%)
37	CONFLUENCE INVESTMENT MANAGEMENT LLC	1,152,060	—	$30.7M	-85,561 (-6.9%)
38	WELLS FARGO & COMPANY/MN	1,133,980	—	$30.2M	-102,755 (-8.3%)
39	CANADA PENSION PLAN INVESTMENT BOARD	1,106,574	—	$29.5M	+1,054,800 (+2037.3%)
40	OLD REPUBLIC INTERNATIONAL CORP	1,103,400	—	$29.5M	—
41	FIRST TRUST ADVISORS LP	1,095,309	—	$29.2M	+541,749 (+97.9%)
42	Point72 Asset Management, L.P.	1,089,873	—	$29.0M	-758,429 (-41.0%)
43	VANGUARD FIDUCIARY TRUST CO	1,063,748	—	$28.4M	-19,254 (-1.8%)
44	THOMPSON SIEGEL & WALMSLEY LLC	1,008,726	—	$26.9M	-50,919 (-4.8%)
45	Glenview Trust Co	973,695	—	$26.3M	-6,477 (-0.7%)
46	EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC	970,867	—	$25.9M	-6,365 (-0.7%)
47	CITIGROUP INC	954,494	—	$25.4M	+305,318 (+47.0%)
48	D. E. Shaw & Co., Inc.	944,738	—	$25.2M	-594,795 (-38.6%)
49	GABELLI FUNDS LLC	901,100	—	$24.7M	—
50	Baird Financial Group, Inc.	892,402	—	$23.9M	-87,432 (-8.9%)
51	Gotham Asset Management, LLC	876,521	—	$23.4M	+731,881 (+506.0%)
52	Cerity Partners LLC	817,016	—	$21.9M	-16,455 (-2.0%)
53	PNC Financial Services Group, Inc.	791,155	—	$21.3M	-8,012 (-1.0%)
54	JPMORGAN CHASE & CO	694,578	—	$19.7M	-880,877 (-55.9%)
55	RAYMOND JAMES FINANCIAL INC	694,369	—	$18.5M	+65,089 (+10.3%)
56	STATE OF WISCONSIN INVESTMENT BOARD	685,755	—	$18.3M	+244,710 (+55.5%)
57	Nuveen, LLC	652,983	—	$17.5M	+118,751 (+22.2%)
58	ENVESTNET ASSET MANAGEMENT INC	648,252	—	$17.3M	+28,146 (+4.5%)
59	VICTORY CAPITAL MANAGEMENT INC	627,953	—	$16.7M	-89,551 (-12.5%)
60	CIBC WORLD MARKET INC.	609,754	—	$16.3M	+534,977 (+715.4%)
61	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	602,867	—	$16.1M	-129,694 (-17.7%)
62	ROYAL BANK OF CANADA	572,409	—	$15.3M	+89,285 (+18.5%)
63	CIBC Bancorp USA Inc.	560,393	—	$14.9M	+453,184 (+422.7%)
64	Bronte Capital Management Pty Ltd.	559,678	—	$15.0M	+459,324 (+457.7%)
65	GRACE & WHITE INC /NY	552,503	—	$14.8M	—
66	TUDOR INVESTMENT CORP ET AL	516,256	—	$13.8M	NEW
67	RHUMBLINE ADVISERS	504,419	—	$13.5M	+12,888 (+2.6%)
68	Legal & General Group Plc	496,921	—	$13.3M	-3,570 (-0.7%)
69	Swiss National Bank	419,418	—	$11.2M	-30,400 (-6.8%)
70	RBO & CO LLC	407,498	—	$10.9M	-16,774 (-4.0%)
71	ExodusPoint Capital Management, LP	405,434	—	$10.8M	+331,517 (+448.5%)
72	STIFEL FINANCIAL CORP	396,887	—	$10.6M	-4,444 (-1.1%)
73	Mitsubishi UFJ Asset Management Co., Ltd.	392,698	—	$10.5M	-3,666 (-0.9%)
74	BNP PARIBAS FINANCIAL MARKETS	382,742	—	$10.2M	+85,989 (+29.0%)
75	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	379,813	—	$10.1M	NEW
76	Vanguard Global Advisers, LLC	368,292	—	$9.8M	-11,006 (-2.9%)
77	HSBC HOLDINGS PLC	366,835	—	$9.9M	+140,002 (+61.7%)
78	Janney Montgomery Scott LLC	345,901	—	$9.2M	NEW
79	AQR CAPITAL MANAGEMENT LLC	342,299	—	$9.2M	+102,793 (+42.9%)
80	Slotnik Capital, LLC	333,689	—	$9.1M	NEW
81	Mariner, LLC	329,230	—	$8.8M	-41,246 (-11.1%)
82	ICICI Prudential Asset Management Co Ltd	324,500	—	$8.6M	-38,100 (-10.5%)
83	BARCLAYS PLC	324,474	—	$8.6M	-185,513 (-36.4%)
84	Corient Private Wealth LP	314,955	—	$8.4M	+279,249 (+782.1%)
85	SG Americas Securities, LLC	314,211	—	$8.4M	+169,358 (+116.9%)
86	PRICE T ROWE ASSOCIATES INC /MD/	295,708	—	$7.9M	-47,530 (-13.8%)
87	Creative Planning	294,409	—	$7.9M	+87,034 (+42.0%)
88	Moran Wealth Management, LLC	286,003	—	$7.6M	+18,182 (+6.8%)
89	AMERIPRISE FINANCIAL INC	281,633	—	$7.5M	+124,417 (+79.1%)
90	AMERICAN CENTURY COMPANIES INC	278,083	—	$7.4M	-1,984 (-0.7%)
91	Morningstar Investment Management LLC	266,577	—	$7.0M	—
92	GATEWAY INVESTMENT ADVISERS LLC	262,902	—	$7.0M	+59,066 (+29.0%)
93	Philip James Wealth Mangement, LLC	259,241	—	$6.9M	+82,732 (+46.9%)
94	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	256,936	—	$6.9M	+1,415 (+0.6%)
95	BANK OF MONTREAL /CAN/	251,478	—	$6.7M	-43,253 (-14.7%)
96	Jump Financial, LLC	247,839	—	$6.6M	NEW
97	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	242,643	—	$6.5M	+44,811 (+22.7%)
98	HighTower Advisors, LLC	240,413	—	$6.4M	+111,739 (+86.8%)
99	FRANKLIN RESOURCES INC	232,633	—	$6.2M	+151,132 (+185.4%)
100	PRINCIPAL FINANCIAL GROUP INC	225,675	—	$6.0M	-21,055 (-8.5%)
101	Kessler Investment Group, LLC	218,128	—	$6.0M	-98,758 (-31.2%)
102	GAMCO INVESTORS, INC. ET AL	215,714	—	$5.9M	-3,700 (-1.7%)
103	APG Asset Management N.V.	208,323	—	$4.9M	+57,643 (+38.3%)
104	YOUSIF CAPITAL MANAGEMENT, LLC	207,814	—	$5.5M	-6,801 (-3.2%)
105	BANYAN CAPITAL MANAGEMENT, INC.	186,621	—	$5.0M	-9,663 (-4.9%)
106	GUGGENHEIM CAPITAL LLC	185,466	—	$4.9M	-51,905 (-21.9%)
107	Capula Management Ltd	182,929	—	$4.9M	NEW
108	BROWN ADVISORY INC	182,832	—	$4.9M	-4,872 (-2.6%)
109	VANGUARD ASSET MANAGEMENT, Ltd	178,992	—	$4.8M	+13,107 (+7.9%)
110	Douglass Winthrop Advisors, LLC	178,823	—	$4.8M	-10,069 (-5.3%)
111	BENJAMIN EDWARDS INC	173,479	—	$4.6M	-8,797 (-4.8%)
112	Hillman Capital Management, Inc.	172,514	—	$4.6M	-3,923 (-2.2%)
113	Sumitomo Mitsui Trust Group, Inc.	172,050	—	$4.6M	-5,816 (-3.3%)
114	Monaco Asset Management SAM	170,000	—	$4.5M	-111,050 (-39.5%)
115	TCV Trust & Wealth Management, Inc.	169,920	—	$4.6M	—
116	MANUFACTURERS LIFE INSURANCE COMPANY, THE	167,984	—	$4.5M	+10,916 (+6.9%)
117	ALLIANCEBERNSTEIN L.P.	165,945	—	$4.4M	+5,109 (+3.2%)
118	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	162,071	—	$4.3M	+74,370 (+84.8%)
119	Black Cypress Capital Management, LLC	161,988	—	$4.3M	-8,493 (-5.0%)
120	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	159,307	—	$4.2M	-555 (-0.3%)
121	STOCK YARDS BANK & TRUST CO	154,328	—	$4.2M	-428 (-0.3%)
122	Amundi	150,110	—	$4.0M	+38,753 (+34.8%)
123	ADAGE CAPITAL PARTNERS GP, L.L.C.	150,032	—	$4.0M	-2,400 (-1.6%)
124	CastleKnight Management LP	148,000	—	$3.9M	NEW
125	LPL Financial LLC	146,046	—	$3.9M	-15,495 (-9.6%)
126	WHITTIER TRUST CO	145,460	—	$3.7M	+6,569 (+4.7%)
127	NATIONAL BANK OF CANADA /FI/	143,369	—	$3.8M	+69,617 (+94.4%)
128	NEUBERGER BERMAN GROUP LLC	142,320	—	$3.8M	+13,965 (+10.9%)
129	TOBAM	141,319	—	$3.8M	+109,763 (+347.8%)
130	NATIXIS	139,821	—	$3.7M	+135,211 (+2933.0%)
131	PFA Pension, Forsikringsaktieselskab	139,764	—	$3.7M	+797 (+0.6%)
132	HARVEY INVESTMENT CO LLC	136,616	—	$3.7M	—
133	CITADEL ADVISORS LLC	131,865	—	$3.5M	-2,447,677 (-94.9%)
134	MARSHALL WACE, LLP	126,311	—	$3.4M	-159,899 (-55.9%)
135	PARTHENON LLC	123,235	—	$3.3M	—
136	Hudson Bay Capital Management LP	123,021	—	$3.3M	NEW
137	ALGERT GLOBAL LLC	117,930	—	$3.1M	+93,370 (+380.2%)
138	Virtu Financial LLC	116,744	—	$3.1M	+107,473 (+1159.2%)
139	CREDIT INDUSTRIEL ET COMMERCIAL	116,122	—	$3.1M	NEW
140	MAVERICK CAPITAL LTD	114,286	—	$3.0M	NEW
141	Ally Financial Inc.	113,000	—	$3.0M	—
142	SUSQUEHANNA INTERNATIONAL GROUP, LLP	111,404	—	$3.0M	-170,887 (-60.5%)
143	Engineers Gate Manager LP	111,002	—	$3.0M	-41,593 (-27.3%)
144	Pacific Capital Partners Ltd	110,464	—	$2.9M	—
145	OSAIC HOLDINGS, INC.	108,621	—	$2.9M	+13,031 (+13.6%)
146	Advisory Services Network, LLC	107,012	—	$2.9M	-45,360 (-29.8%)
147	Ameritas Investment Partners, Inc.	105,075	—	$2.8M	-28,263 (-21.2%)
148	Pitcairn Wealth Advisors LLC	102,670	—	$2.8M	+984 (+1.0%)
149	Regal Investment Advisors LLC	98,638	—	$2.6M	-1,924 (-1.9%)
150	Treasurer of the State of North Carolina	96,191	—	$2.6M	+310 (+0.3%)
151	CAPSTONE INVESTMENT ADVISORS, LLC	95,339	—	$2.5M	+51,657 (+118.3%)
152	BESSEMER GROUP INC	94,072	—	$2.5M	+1,983 (+2.2%)
153	Mirae Asset Global Investments Co., Ltd.	92,034	—	$2.5M	+6,079 (+7.1%)
154	TWO SIGMA INVESTMENTS, LP	90,543	—	$2.4M	-900 (-1.0%)
155	Bridgewater Associates, LP	90,524	—	$2.4M	+72,123 (+392.0%)
156	SPRUCEGROVE INVESTMENT MANAGEMENT LTD	89,100	—	$2.4M	-76,100 (-46.1%)
157	NISA INVESTMENT ADVISORS, LLC	87,125	—	$2.3M	+1,362 (+1.6%)
158	PRUDENTIAL FINANCIAL INC	86,390	—	$2.3M	-1,185 (-1.4%)
159	Pathstone Holdings, LLC	86,210	—	$2.3M	-17,876 (-17.2%)
160	Jupiter Topco LLC	86,186	—	$2.3M	NEW
161	Ethic Inc.	85,073	—	$2.3M	-1,564 (-1.8%)
162	&PARTNERS	84,942	—	$2.3M	+39,392 (+86.5%)
163	Assenagon Asset Management S.A.	84,194	—	$2.2M	+52,686 (+167.2%)
164	Chevy Chase Trust Holdings, LLC	83,952	—	$2.2M	-2,890 (-3.3%)
165	Police & Firemen's Retirement System of New Jersey	82,987	—	$2.2M	+51,910 (+167.0%)
166	Zurcher Kantonalbank (Zurich Cantonalbank)	81,513	—	$2.2M	+23,512 (+40.5%)
167	Universal- Beteiligungs- und Servicegesellschaft mbH	79,085	—	$2.1M	-3,245 (-3.9%)
168	CANADA LIFE ASSURANCE Co	79,031	—	$2.1M	+3,684 (+4.9%)
169	US BANCORP \DE\	76,982	—	$2.1M	-96 (-0.1%)
170	COMMONWEALTH EQUITY SERVICES, LLC	76,929	—	$2.1M	+14,563 (+23.4%)
171	Empowered Funds, LLC	76,544	—	$2.0M	+52,690 (+220.9%)
172	Summit Trail Advisors, LLC	74,642	—	$2.0M	-10,557 (-12.4%)
173	Resona Asset Management Co.,Ltd.	72,871	—	$2.0M	-743 (-1.0%)
174	Callahan Advisors, LLC	71,249	—	$1.9M	—
175	State of New Jersey Common Pension Fund D	71,145	—	$1.9M	-6,748 (-8.7%)
176	NEW YORK STATE COMMON RETIREMENT FUND	71,052	—	$1.9M	-352,905 (-83.2%)
177	Lido Advisors, LLC	69,837	—	$1.9M	+45,444 (+186.3%)
178	MERCER GLOBAL ADVISORS INC /ADV	69,005	—	$1.9M	+4,392 (+6.8%)
179	Rathbones Group PLC	68,191	—	$1.8M	-70,921 (-51.0%)
180	Chancellor Financial Group WB LP	67,668	—	$1.8M	+13 (+0.0%)
181	SCHULHOFF & CO INC	67,615	—	$1.8M	+6 (+0.0%)
182	KING LUTHER CAPITAL MANAGEMENT CORP	66,500	—	$1.8M	—
183	FIFTH THIRD BANCORP	66,453	—	$1.8M	-4,538 (-6.4%)
184	AXQ CAPITAL, LP	64,445	—	$1.7M	NEW
185	Williams Jones Wealth Management, LLC.	63,326	—	$1.7M	—
186	EP Wealth Advisors, LLC	62,691	—	$1.7M	+10,470 (+20.0%)
187	OPPENHEIMER & CO INC	62,609	—	$1.7M	-1,241 (-1.9%)
188	Medallion Wealth Advisors, LLC	60,258	—	$1.6M	-71 (-0.1%)
189	BERKSHIRE ASSET MANAGEMENT LLC/PA	59,140	—	$1.6M	—
190	RENAISSANCE TECHNOLOGIES LLC	58,076	—	$1.6M	-4,800 (-7.6%)
191	ARIZONA STATE RETIREMENT SYSTEM	57,672	—	$1.5M	-4,773 (-7.6%)
192	Lafayette Investments, Inc.	56,539	—	$1.5M	-4,648 (-7.6%)
193	DekaBank Deutsche Girozentrale	56,415	—	$1.5M	—
194	Quantbot Technologies LP	56,032	—	$1.5M	+18,632 (+49.8%)
195	AMICA MUTUAL INSURANCE CO	55,868	—	$1.5M	-2,506 (-4.3%)
196	Vanguard Investments Australia, Ltd.	55,272	—	$1.5M	-2,056 (-3.6%)
197	Jain Global LLC	55,133	—	$1.5M	+42,631 (+341.0%)
198	Russell Investments Group, Ltd.	54,591	—	$1.5M	+2,802 (+5.4%)
199	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	53,911	—	$1.4M	-3,267 (-5.7%)
200	HENDLEY & CO INC	53,445	—	$1.4M	+21,385 (+66.7%)
201	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	53,058	—	$1.4M	+17,077 (+47.5%)
202	Focus Partners Wealth	51,957	—	$1.4M	+26,590 (+104.8%)
203	NOMURA HOLDINGS INC	51,847	—	$1.4M	NEW
204	BARLOW WEALTH PARTNERS, LLC	50,792	—	$1.3M	-42 (-0.1%)
205	Atlas Brown,Inc.	49,064	—	$1.3M	+485 (+1.0%)
206	MOSAIC FAMILY WEALTH PARTNERS, LLC	48,330	—	$1.3M	NEW
207	Public Sector Pension Investment Board	48,038	—	$1.3M	-582 (-1.2%)
208	Czech National Bank	47,919	—	$1.3M	+1,385 (+3.0%)
209	HUB Investment Partners, LLC	47,681	—	$1.3M	+12,656 (+36.1%)
210	Pacer Advisors, Inc.	47,270	—	$1.3M	+32,970 (+230.6%)
211	CREDIT AGRICOLE S A	46,881	—	$1.2M	NEW
212	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	46,390	—	$1.2M	NEW
213	Tidal Investments LLC	46,170	—	$1.2M	+12,197 (+35.9%)
214	Cambridge Investment Research Advisors, Inc.	46,038	—	$1.2M	+8,357 (+22.2%)
215	Basepoint Wealth LLC	46,012	—	$1.2M	+25,785 (+127.5%)
216	Sanctuary Advisors, LLC	45,823	—	$1.2M	+12,715 (+38.4%)
217	DAYMARK WEALTH PARTNERS, LLC	45,053	—	$1.2M	+2,152 (+5.0%)
218	Havemeyer Place LP	44,603	—	$1.2M	NEW
219	Boston Trust Walden Corp	44,482	—	$1.2M	-755 (-1.7%)
220	OCCUDO QUANTITATIVE STRATEGIES LP	44,350	—	$1.2M	+31,011 (+232.5%)
221	Marshall Financial Group, LLC	43,846	—	$1.2M	+7,592 (+20.9%)
222	BARTLETT & CO. WEALTH MANAGEMENT LLC	43,312	—	$1.2M	+148 (+0.3%)
223	Fruth Investment Management	43,284	—	$1.2M	—
224	Pictet Asset Management Holding SA	43,219	—	$1.2M	+1,628 (+3.9%)
225	STATE OF MICHIGAN RETIREMENT SYSTEM	43,081	—	$1.1M	-1,600 (-3.6%)
226	CIBC Asset Management Inc	41,956	—	$1.1M	-1,174 (-2.7%)
227	SCOTIA CAPITAL INC.	41,122	—	$1.1M	+600 (+1.5%)
228	Aristides Capital LLC	40,610	—	$1.1M	—
229	Quantitative Investment Management, LLC	40,437	—	$1.1M	NEW
230	J.W. COLE ADVISORS, INC.	38,754	—	$1.0M	NEW
231	MetLife Investment Management, LLC	38,660	—	$1.0M	-1,523 (-3.8%)
232	XTX Topco Ltd	37,980	—	$1.0M	-40,994 (-51.9%)
233	Cetera Investment Advisers	37,728	—	$1.0M	-1,695 (-4.3%)
234	EXCHANGE TRADED CONCEPTS, LLC	37,640	—	$1.0M	+17,091 (+83.2%)
235	BEACON INVESTMENT ADVISORY SERVICES, INC.	37,289	—	$994K	—
236	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	37,184	—	$991K	-2,618 (-6.6%)
237	Federation des caisses Desjardins du Quebec	36,337	—	$971K	+2,173 (+6.4%)
238	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	36,253	—	$966K	+1,285 (+3.7%)
239	Retirement Systems of Alabama	35,365	—	$942K	-920 (-2.5%)
240	BANK OF NOVA SCOTIA	35,341	—	$942K	NEW
241	Vanguard Personalized Indexing Management, LLC	35,304	—	$941K	+6,920 (+24.4%)
242	Entropy Technologies, LP	34,371	—	$916K	-36,913 (-51.8%)
243	MARATHON CAPITAL MANAGEMENT	34,329	—	$915K	+1,921 (+5.9%)
244	GSA CAPITAL PARTNERS LLP	33,973	—	$905K	NEW
245	ASSETMARK, INC	33,139	—	$883K	+8,099 (+32.3%)
246	Nicholas Hoffman & Company, LLC.	31,615	—	$843K	+1,335 (+4.4%)
247	Town & Country Bank & Trust CO dba First Bankers Trust CO	31,235	—	$839K	-11,949 (-27.7%)
248	OVERSEA-CHINESE BANKING Corp Ltd	30,970	—	$825K	—
249	MML INVESTORS SERVICES, LLC	30,788	—	$821K	+10,891 (+54.7%)
250	VOYA INVESTMENT MANAGEMENT LLC	30,782	—	$820K	-932 (-2.9%)

Exited since 2026-03-31 (89 filers; largest 25 shown)

Caisse de depot et placement du Quebec	−1,818,793
ARGA Investment Management, LP	−1,395,997
AMIRAL GESTION	−558,244
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	−469,081
VOLORIDGE INVESTMENT MANAGEMENT, LLC	−295,743
Holocene Advisors, LP	−277,358
Kingsview Wealth Management, LLC	−158,893
Weiss Asset Management LP	−152,783
Man Group plc	−128,737
Swedbank AB	−125,396
Illinois Municipal Retirement Fund	−119,039
HIGHLAND CAPITAL MANAGEMENT, LLC	−108,330
JANUS HENDERSON GROUP PLC	−105,886
JOURNEY STRATEGIC WEALTH LLC	−100,130
Alberta Investment Management Corp	−77,700
LECAP ASSET MANAGEMENT LTD	−50,697
Maxi Investments CY Ltd	−50,496
iA Global Asset Management Inc.	−47,285
ASR Vermogensbeheer N.V.	−42,844
Graham Capital Management, L.P.	−38,852
JANE STREET GROUP, LLC	−38,367
Unique Wealth Strategies, LLC	−32,957
Verition Fund Management LLC	−32,624
SIMPLEX TRADING, LLC	−32,502
MACKENZIE FINANCIAL CORP	−29,887

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
Wolf Pen Branch GP, LLC	SCHEDULE 13D/A	2026-06-03	2026-06-03	101,601,480	60.3%
Wolf Pen Branch, LP	SCHEDULE 13D/A	2026-06-03	2026-06-03	101,601,480	60.3%
Abigail P. Johnson	SCHEDULE 13G/A	2026-05-06	2026-03-31	12,779,312.42	4.4%
FMR LLC	SCHEDULE 13G/A	2026-05-06	2026-03-31	12,779,312.42	4.4%
Vanguard Capital Management	SCHEDULE 13G	2026-04-29	2026-03-31	16,213,828	5.58%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%

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.