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

199,485,262

across share classes — see % per class below

Holders

597

+15 vs 2026-03-31 · 96 new, 81 exited

Value

$5.3B

shares -1.4% 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 597 · 115637209)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	VANGUARD CAPITAL MANAGEMENT LLC	14,597,902	—	$389.0M	-74,426 (-0.5%)
2	VANGUARD PORTFOLIO MANAGEMENT LLC	13,396,435	—	$357.0M	+71,200 (+0.5%)
3	FMR LLC	12,577,525	—	$335.2M	-201,788 (-1.6%)
4	BlackRock, Inc.	12,159,629	—	$324.1M	+92,964 (+0.8%)
5	VAN ECK ASSOCIATES CORP	12,095,293	—	$322.3M	-263,238 (-2.1%)
6	STATE STREET CORP	9,748,553	—	$262.1M	-246,744 (-2.5%)
7	Invesco Ltd.	8,559,478	—	$228.1M	-411,580 (-4.6%)
8	GOLDMAN SACHS GROUP INC	7,395,364	—	$197.1M	+985,934 (+15.4%)
9	DIMENSIONAL FUND ADVISORS LP	7,048,225	—	$187.9M	+2,319,804 (+49.1%)
10	ProShare Advisors LLC	5,658,686	—	$150.8M	-326,757 (-5.5%)
11	GEODE CAPITAL MANAGEMENT, LLC	5,501,201	—	$146.4M	+46,590 (+0.9%)
12	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	3,530,345	—	$94.1M	+37,566 (+1.1%)
13	MORGAN STANLEY	3,470,795	—	$92.5M	-502,655 (-12.7%)
14	Bank of New York Mellon Corp	2,829,659	—	$75.4M	-100,897 (-3.4%)
15	EQUITY INVESTMENT CORP	2,590,913	—	$69.0M	+166,941 (+6.9%)
16	Black Creek Investment Management Inc.	2,457,810	—	$65.5M	-2,800,296 (-53.3%)
17	BANK OF AMERICA CORP /DE/	2,329,276	—	$62.1M	-1,405,337 (-37.6%)
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2,116,924	—	$56.4M	+8,482 (+0.4%)
19	UBS Group AG	2,105,843	—	$56.1M	-930,359 (-30.6%)
20	WELLINGTON MANAGEMENT GROUP LLP	2,045,650	—	$54.5M	-292,357 (-12.5%)
21	Ruffer LLP	1,931,956	—	$51.4M	-799,920 (-29.3%)
22	Vest Financial, LLC	1,688,989	—	$45.0M	-159,789 (-8.6%)
23	Grantham, Mayo, Van Otterloo & Co. LLC	1,666,644	—	$44.4M	+226,994 (+15.8%)
24	NORTHERN TRUST CORP	1,585,516	—	$42.3M	-108,752 (-6.4%)
25	J. Safra Sarasin Holding AG	1,570,661	—	$36.8M	-17,987 (-1.1%)
26	Pureheart Capital Pte Ltd.	1,442,248	—	$38.4M	NEW
27	FIL Ltd	1,388,235	—	$37.0M	+252,235 (+22.2%)
28	Lindsell Train Ltd	1,379,324	—	$36.8M	-196,725 (-12.5%)
29	NOMURA ASSET MANAGEMENT CO LTD	1,297,920	—	$34.6M	-66,507 (-4.9%)
30	NORGES BANK	1,293,650	—	$34.5M	NEW
31	MILLENNIUM MANAGEMENT LLC	1,214,645	—	$32.4M	NEW
32	Quantinno Capital Management LP	1,179,906	—	$31.4M	+881,164 (+295.0%)
33	DEUTSCHE BANK AG\	1,164,991	—	$31.0M	-624,373 (-34.9%)
34	CONFLUENCE INVESTMENT MANAGEMENT LLC	1,152,060	—	$30.7M	-85,561 (-6.9%)
35	HRT FINANCIAL LP	1,136,780	—	$30.3M	+563,184 (+98.2%)
36	CANADA PENSION PLAN INVESTMENT BOARD	1,104,010	—	$29.4M	+1,054,800 (+2143.5%)
37	OLD REPUBLIC INTERNATIONAL CORP	1,103,400	—	$29.5M	—
38	WELLS FARGO & COMPANY/MN	1,097,622	—	$29.3M	-109,864 (-9.1%)
39	Point72 Asset Management, L.P.	1,089,873	—	$29.0M	-758,429 (-41.0%)
40	VANGUARD FIDUCIARY TRUST CO	1,024,477	—	$27.3M	-17,338 (-1.7%)
41	FIRST TRUST ADVISORS LP	1,013,630	—	$27.0M	+460,070 (+83.1%)
42	THOMPSON SIEGEL & WALMSLEY LLC	1,008,726	—	$26.9M	-50,919 (-4.8%)
43	EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC	970,867	—	$25.9M	-6,365 (-0.7%)
44	CITIGROUP INC	949,845	—	$25.3M	+308,737 (+48.2%)
45	D. E. Shaw & Co., Inc.	909,566	—	$24.2M	-600,743 (-39.8%)
46	Gotham Asset Management, LLC	876,521	—	$23.4M	+731,881 (+506.0%)
47	Baird Financial Group, Inc.	742,400	—	$19.8M	-93,197 (-11.2%)
48	STATE OF WISCONSIN INVESTMENT BOARD	685,755	—	$18.3M	+244,710 (+55.5%)
49	JPMORGAN CHASE & CO	649,703	—	$18.4M	-877,542 (-57.5%)
50	ENVESTNET ASSET MANAGEMENT INC	648,252	—	$17.3M	+28,146 (+4.5%)
51	Cerity Partners LLC	647,224	—	$17.2M	-12,132 (-1.8%)
52	GARDNER RUSSO & QUINN LLC	639,282	—	$17.0M	-20,412 (-3.1%)
53	RAYMOND JAMES FINANCIAL INC	635,391	—	$16.9M	+62,933 (+11.0%)
54	VICTORY CAPITAL MANAGEMENT INC	627,953	—	$16.7M	-77,944 (-11.0%)
55	CIBC WORLD MARKET INC.	595,004	—	$15.9M	+534,884 (+889.7%)
56	Nuveen, LLC	575,622	—	$15.3M	+118,337 (+25.9%)
57	ROYAL BANK OF CANADA	562,416	—	$15.0M	+88,904 (+18.8%)
58	CIBC Bancorp USA Inc.	560,393	—	$14.9M	+453,184 (+422.7%)
59	TUDOR INVESTMENT CORP ET AL	516,256	—	$13.8M	NEW
60	PNC Financial Services Group, Inc.	514,691	—	$13.7M	-7,215 (-1.4%)
61	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	510,006	—	$13.6M	-181,653 (-26.3%)
62	Markel Group Inc.	474,187	—	$12.6M	—
63	Glenview Trust Co	470,354	—	$12.5M	-5,858 (-1.2%)
64	Bronte Capital Management Pty Ltd.	464,313	—	$12.4M	NEW
65	RHUMBLINE ADVISERS	459,849	—	$12.3M	+15,303 (+3.4%)
66	Legal & General Group Plc	456,229	—	$12.2M	+1,889 (+0.4%)
67	GRACE & WHITE INC /NY	442,148	—	$11.8M	—
68	RBO & CO LLC	407,498	—	$10.9M	-16,774 (-4.0%)
69	ExodusPoint Capital Management, LP	405,434	—	$10.8M	+331,706 (+449.9%)
70	STIFEL FINANCIAL CORP	396,887	—	$10.6M	-4,444 (-1.1%)
71	Mitsubishi UFJ Asset Management Co., Ltd.	392,698	—	$10.5M	-3,666 (-0.9%)
72	BNP PARIBAS FINANCIAL MARKETS	380,309	—	$10.1M	+86,330 (+29.4%)
73	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	379,813	—	$10.1M	NEW
74	HSBC HOLDINGS PLC	366,835	—	$9.9M	+140,002 (+61.7%)
75	Vanguard Global Advisers, LLC	349,553	—	$9.3M	-11,061 (-3.1%)
76	Janney Montgomery Scott LLC	345,901	—	$9.2M	NEW
77	Swiss National Bank	334,918	—	$8.9M	-14,900 (-4.3%)
78	ICICI Prudential Asset Management Co Ltd	324,500	—	$8.6M	-38,100 (-10.5%)
79	BARCLAYS PLC	323,931	—	$8.6M	-185,475 (-36.4%)
80	SG Americas Securities, LLC	314,211	—	$8.4M	+174,838 (+125.4%)
81	Corient Private Wealth LP	296,800	—	$7.9M	+273,938 (+1198.2%)
82	Moran Wealth Management, LLC	286,003	—	$7.6M	+18,182 (+6.8%)
83	Creative Planning	285,804	—	$7.6M	+78,429 (+37.8%)
84	Mariner, LLC	273,871	—	$7.3M	-42,007 (-13.3%)
85	Morningstar Investment Management LLC	266,577	—	$7.0M	—
86	GATEWAY INVESTMENT ADVISERS LLC	262,902	—	$7.0M	+59,066 (+29.0%)
87	PRICE T ROWE ASSOCIATES INC /MD/	259,708	—	$6.9M	-47,530 (-15.5%)
88	Philip James Wealth Mangement, LLC	259,241	—	$6.9M	+82,732 (+46.9%)
89	AMERICAN CENTURY COMPANIES INC	251,621	—	$6.7M	-3,711 (-1.5%)
90	AMERIPRISE FINANCIAL INC	250,145	—	$6.7M	+92,929 (+59.1%)
91	BANK OF MONTREAL /CAN/	249,417	—	$6.6M	-43,412 (-14.8%)
92	Jump Financial, LLC	247,839	—	$6.6M	NEW
93	AQR CAPITAL MANAGEMENT LLC	238,779	—	$6.4M	+57,514 (+31.7%)
94	PRINCIPAL FINANCIAL GROUP INC	225,675	—	$6.0M	-21,055 (-8.5%)
95	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	223,068	—	$5.9M	+45,741 (+25.8%)
96	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	208,815	—	$5.6M	-5,001 (-2.3%)
97	APG Asset Management N.V.	208,323	—	$4.9M	+57,643 (+38.3%)
98	YOUSIF CAPITAL MANAGEMENT, LLC	207,814	—	$5.5M	-6,801 (-3.2%)
99	FRANKLIN RESOURCES INC	205,498	—	$5.5M	+149,144 (+264.7%)
100	BANYAN CAPITAL MANAGEMENT, INC.	186,621	—	$5.0M	-9,663 (-4.9%)
101	GUGGENHEIM CAPITAL LLC	185,466	—	$4.9M	-51,905 (-21.9%)
102	HighTower Advisors, LLC	185,168	—	$4.9M	+72,906 (+64.9%)
103	Capula Management Ltd	182,929	—	$4.9M	NEW
104	Douglass Winthrop Advisors, LLC	178,823	—	$4.8M	-2,125 (-1.2%)
105	BENJAMIN EDWARDS INC	173,479	—	$4.6M	-8,797 (-4.8%)
106	Hillman Capital Management, Inc.	172,514	—	$4.6M	-3,923 (-2.2%)
107	Sumitomo Mitsui Trust Group, Inc.	172,050	—	$4.6M	-5,816 (-3.3%)
108	Monaco Asset Management SAM	170,000	—	$4.5M	-111,050 (-39.5%)
109	MANUFACTURERS LIFE INSURANCE COMPANY, THE	167,984	—	$4.5M	+10,916 (+6.9%)
110	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	162,071	—	$4.3M	+74,370 (+84.8%)
111	Black Cypress Capital Management, LLC	161,988	—	$4.3M	-8,493 (-5.0%)
112	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	159,307	—	$4.2M	-555 (-0.3%)
113	ALLIANCEBERNSTEIN L.P.	154,783	—	$4.1M	+5,261 (+3.5%)
114	ADAGE CAPITAL PARTNERS GP, L.L.C.	150,032	—	$4.0M	-2,400 (-1.6%)
115	CastleKnight Management LP	148,000	—	$3.9M	NEW
116	WHITTIER TRUST CO	145,460	—	$3.7M	+6,569 (+4.7%)
117	NATIONAL BANK OF CANADA /FI/	143,369	—	$3.8M	+69,617 (+94.4%)
118	NATIXIS	139,821	—	$3.7M	+135,211 (+2933.0%)
119	PFA Pension, Forsikringsaktieselskab	139,764	—	$3.7M	+797 (+0.6%)
120	Amundi	136,846	—	$3.6M	+33,090 (+31.9%)
121	CITADEL ADVISORS LLC	131,865	—	$3.5M	-2,447,677 (-94.9%)
122	TOBAM	129,021	—	$3.4M	+97,465 (+308.9%)
123	LPL Financial LLC	127,371	—	$3.4M	-15,511 (-10.9%)
124	TCV Trust & Wealth Management, Inc.	124,520	—	$3.3M	—
125	Hudson Bay Capital Management LP	123,021	—	$3.3M	NEW
126	VANGUARD ASSET MANAGEMENT, Ltd	119,187	—	$3.2M	+21,338 (+21.8%)
127	ALGERT GLOBAL LLC	117,930	—	$3.1M	+93,370 (+380.2%)
128	Virtu Financial LLC	116,744	—	$3.1M	NEW
129	CREDIT INDUSTRIEL ET COMMERCIAL	116,122	—	$3.1M	NEW
130	MAVERICK CAPITAL LTD	114,286	—	$3.0M	NEW
131	MARSHALL WACE, LLP	113,746	—	$3.0M	-172,464 (-60.3%)
132	Ally Financial Inc.	113,000	—	$3.0M	—
133	Engineers Gate Manager LP	111,002	—	$3.0M	-41,593 (-27.3%)
134	Pacific Capital Partners Ltd	110,464	—	$2.9M	—
135	NEUBERGER BERMAN GROUP LLC	110,084	—	$2.9M	+10,739 (+10.8%)
136	BROWN ADVISORY INC	108,819	—	$2.9M	-4,854 (-4.3%)
137	Advisory Services Network, LLC	107,012	—	$2.9M	-38,363 (-26.4%)
138	OSAIC HOLDINGS, INC.	106,985	—	$2.9M	+13,003 (+13.8%)
139	Ameritas Investment Partners, Inc.	105,075	—	$2.8M	-28,263 (-21.2%)
140	PARTHENON LLC	105,035	—	$2.8M	—
141	Regal Investment Advisors LLC	98,638	—	$2.6M	-1,924 (-1.9%)
142	CAPSTONE INVESTMENT ADVISORS, LLC	95,339	—	$2.5M	+51,657 (+118.3%)
143	Mirae Asset Global Investments Co., Ltd.	92,034	—	$2.5M	+6,079 (+7.1%)
144	TWO SIGMA INVESTMENTS, LP	90,543	—	$2.4M	-900 (-1.0%)
145	Bridgewater Associates, LP	90,524	—	$2.4M	+72,123 (+392.0%)
146	SPRUCEGROVE INVESTMENT MANAGEMENT LTD	89,100	—	$2.4M	-76,100 (-46.1%)
147	PRUDENTIAL FINANCIAL INC	86,390	—	$2.3M	-1,185 (-1.4%)
148	SUSQUEHANNA INTERNATIONAL GROUP, LLP	86,038	—	$2.3M	-179,074 (-67.5%)
149	&PARTNERS	84,942	—	$2.3M	+39,392 (+86.5%)
150	NISA INVESTMENT ADVISORS, LLC	84,254	—	$2.3M	+549 (+0.7%)
151	Assenagon Asset Management S.A.	84,194	—	$2.2M	+52,686 (+167.2%)
152	Chevy Chase Trust Holdings, LLC	83,952	—	$2.2M	-2,890 (-3.3%)
153	Universal- Beteiligungs- und Servicegesellschaft mbH	79,085	—	$2.1M	-3,245 (-3.9%)
154	Treasurer of the State of North Carolina	77,885	—	$2.1M	+670 (+0.9%)
155	Empowered Funds, LLC	76,544	—	$2.0M	+61,895 (+422.5%)
156	Resona Asset Management Co.,Ltd.	72,871	—	$2.0M	-743 (-1.0%)
157	Jupiter Topco LLC	71,486	—	$1.9M	NEW
158	Callahan Advisors, LLC	71,249	—	$1.9M	—
159	State of New Jersey Common Pension Fund D	71,145	—	$1.9M	-6,748 (-8.7%)
160	Zurcher Kantonalbank (Zurich Cantonalbank)	69,739	—	$1.9M	+23,512 (+50.9%)
161	Rathbones Group PLC	68,191	—	$1.8M	-70,921 (-51.0%)
162	BESSEMER GROUP INC	68,120	—	$1.8M	+1,983 (+3.0%)
163	Chancellor Financial Group WB LP	67,668	—	$1.8M	+13 (+0.0%)
164	STOCK YARDS BANK & TRUST CO	64,744	—	$1.7M	-428 (-0.7%)
165	AXQ CAPITAL, LP	64,445	—	$1.7M	NEW
166	FIFTH THIRD BANCORP	64,355	—	$1.7M	-4,523 (-6.6%)
167	Police & Firemen's Retirement System of New Jersey	62,876	—	$1.7M	+39,178 (+165.3%)
168	OPPENHEIMER & CO INC	62,609	—	$1.7M	-1,241 (-1.9%)
169	CANADA LIFE ASSURANCE Co	60,277	—	$1.6M	+4,809 (+8.7%)
170	Medallion Wealth Advisors, LLC	60,258	—	$1.6M	-71 (-0.1%)
171	BERKSHIRE ASSET MANAGEMENT LLC/PA	59,140	—	$1.6M	—
172	Lafayette Investments, Inc.	56,539	—	$1.5M	-4,648 (-7.6%)
173	DekaBank Deutsche Girozentrale	56,415	—	$1.5M	—
174	Quantbot Technologies LP	56,032	—	$1.5M	+18,632 (+49.8%)
175	AMICA MUTUAL INSURANCE CO	55,868	—	$1.5M	-2,506 (-4.3%)
176	Vanguard Investments Australia, Ltd.	55,272	—	$1.5M	-2,056 (-3.6%)
177	Jain Global LLC	55,133	—	$1.5M	NEW
178	NEW YORK STATE COMMON RETIREMENT FUND	53,620	—	$1.4M	-352,905 (-86.8%)
179	US BANCORP \DE\	53,448	—	$1.4M	-1,030 (-1.9%)
180	HENDLEY & CO INC	53,445	—	$1.4M	+21,385 (+66.7%)
181	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	53,058	—	$1.4M	+17,077 (+47.5%)
182	COMMONWEALTH EQUITY SERVICES, LLC	52,840	—	$1.4M	+15,447 (+41.3%)
183	MERCER GLOBAL ADVISORS INC /ADV	52,734	—	$1.4M	+958 (+1.9%)
184	NOMURA HOLDINGS INC	51,847	—	$1.4M	NEW
185	HARVEY INVESTMENT CO LLC	51,092	—	$1.4M	—
186	Summit Trail Advisors, LLC	48,420	—	$1.3M	-9,839 (-16.9%)
187	MOSAIC FAMILY WEALTH PARTNERS, LLC	48,330	—	$1.3M	NEW
188	Public Sector Pension Investment Board	48,038	—	$1.3M	-582 (-1.2%)
189	Czech National Bank	47,919	—	$1.3M	+1,385 (+3.0%)
190	Russell Investments Group, Ltd.	47,809	—	$1.3M	+2,064 (+4.5%)
191	Lido Advisors, LLC	47,410	—	$1.3M	+34,645 (+271.4%)
192	Pacer Advisors, Inc.	47,270	—	$1.3M	+32,970 (+230.6%)
193	CREDIT AGRICOLE S A	46,881	—	$1.2M	NEW
194	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	46,390	—	$1.2M	NEW
195	Tidal Investments LLC	46,170	—	$1.2M	+12,197 (+35.9%)
196	ARIZONA STATE RETIREMENT SYSTEM	46,053	—	$1.2M	-2,498 (-5.1%)
197	Cambridge Investment Research Advisors, Inc.	46,038	—	$1.2M	+8,357 (+22.2%)
198	Basepoint Wealth LLC	46,012	—	$1.2M	+25,785 (+127.5%)
199	Sanctuary Advisors, LLC	45,823	—	$1.2M	+12,715 (+38.4%)
200	Havemeyer Place LP	44,603	—	$1.2M	NEW
201	Marshall Financial Group, LLC	43,846	—	$1.2M	+7,592 (+20.9%)
202	Focus Partners Wealth	43,395	—	$1.2M	+18,028 (+71.1%)
203	Fruth Investment Management	43,284	—	$1.2M	—
204	STATE OF MICHIGAN RETIREMENT SYSTEM	43,081	—	$1.1M	-1,600 (-3.6%)
205	CIBC Asset Management Inc	41,956	—	$1.1M	-1,174 (-2.7%)
206	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	41,255	—	$1.1M	-3,060 (-6.9%)
207	SCOTIA CAPITAL INC.	41,122	—	$1.1M	+600 (+1.5%)
208	Quantitative Investment Management, LLC	40,437	—	$1.1M	NEW
209	BARLOW WEALTH PARTNERS, LLC	40,023	—	$1.0M	-42 (-0.1%)
210	Pathstone Holdings, LLC	39,795	—	$1.1M	-12,494 (-23.9%)
211	EP Wealth Advisors, LLC	39,498	—	$1.1M	+8,089 (+25.8%)
212	MetLife Investment Management, LLC	37,959	—	$1.0M	-1,510 (-3.8%)
213	Cetera Investment Advisers	37,728	—	$1.0M	-1,695 (-4.3%)
214	EXCHANGE TRADED CONCEPTS, LLC	37,640	—	$1.0M	+17,091 (+83.2%)
215	BEACON INVESTMENT ADVISORY SERVICES, INC.	37,289	—	$994K	—
216	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	37,184	—	$991K	-2,618 (-6.6%)
217	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	36,253	—	$966K	+1,285 (+3.7%)
218	Ethic Inc.	35,836	—	$955K	NEW
219	SCHULHOFF & CO INC	35,365	—	$942K	+6 (+0.0%)
220	Retirement Systems of Alabama	35,365	—	$942K	-920 (-2.5%)
221	BANK OF NOVA SCOTIA	35,341	—	$942K	NEW
222	Vanguard Personalized Indexing Management, LLC	35,304	—	$941K	+6,920 (+24.4%)
223	Entropy Technologies, LP	34,371	—	$916K	-36,913 (-51.8%)
224	MARATHON CAPITAL MANAGEMENT	34,329	—	$915K	+1,921 (+5.9%)
225	Pitcairn Wealth Advisors LLC	34,136	—	$910K	-90 (-0.3%)
226	GSA CAPITAL PARTNERS LLP	33,973	—	$905K	NEW
227	Pictet Asset Management Holding SA	33,938	—	$904K	-7,653 (-18.4%)
228	Federation des caisses Desjardins du Quebec	32,872	—	$876K	+1,803 (+5.8%)
229	ASSETMARK, INC	32,825	—	$875K	+8,170 (+33.1%)
230	Nicholas Hoffman & Company, LLC.	31,615	—	$843K	+1,335 (+4.4%)
231	Williams Jones Wealth Management, LLC.	31,026	—	$827K	—
232	OVERSEA-CHINESE BANKING Corp Ltd	30,970	—	$825K	—
233	MML INVESTORS SERVICES, LLC	30,788	—	$821K	+10,891 (+54.7%)
234	VOYA INVESTMENT MANAGEMENT LLC	30,782	—	$820K	-932 (-2.9%)
235	J.W. COLE ADVISORS, INC.	30,756	—	$820K	NEW
236	ICW Investment Advisors LLC	30,572	—	$815K	-491 (-1.6%)
237	Empirical Finance, LLC	29,615	—	$789K	NEW
238	SEI INVESTMENTS CO	29,601	—	$789K	-9,211 (-23.7%)
239	WEDBUSH SECURITIES INC	29,583	—	$788K	+1,112 (+3.9%)
240	BARTLETT & CO. WEALTH MANAGEMENT LLC	29,132	—	$783K	+148 (+0.5%)
241	Jefferies Financial Group Inc.	28,797	—	$767K	+7,397 (+34.6%)
242	Atlas Brown,Inc.	28,713	—	$765K	+485 (+1.7%)
243	ROWLANDMILLER & PARTNERS.ADV	28,456	—	$758K	-160 (-0.6%)
244	TORONTO DOMINION BANK	28,089	—	$749K	-362 (-1.3%)
245	AMALGAMATED BANK	27,692	—	$738K	-2,411 (-8.0%)
246	Parvin Asset Management, LLC	27,650	—	$737K	-900 (-3.2%)
247	NEOS Investment Management LLC	27,576	—	$735K	+2,575 (+10.3%)
248	HUB Investment Partners, LLC	27,556	—	$734K	+11,188 (+68.4%)
249	Woodline Partners LP	27,160	—	$724K	+357 (+1.3%)
250	WENDELL DAVID ASSOCIATES INC	27,150	—	$724K	-2,812 (-9.4%)

Exited since 2026-03-31 (81 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	−81,486
Alberta Investment Management Corp	−77,700
JOURNEY STRATEGIC WEALTH LLC	−61,846
LECAP ASSET MANAGEMENT LTD	−50,697
iA Global Asset Management Inc.	−47,285
ASR Vermogensbeheer N.V.	−42,844
Graham Capital Management, L.P.	−38,852
Unique Wealth Strategies, LLC	−32,957
Verition Fund Management LLC	−32,624
SIMPLEX TRADING, LLC	−32,502
MACKENZIE FINANCIAL CORP	−29,887
CHICAGO TRUST Co NA	−27,238
Voleon Capital Management LP	−24,582

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.