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.

CATERPILLAR INC

CIK 0000018230CAT· quarter ending 2026-06-30
Shares outstanding
459,674,889
Held by 13F filers
330,872,195
72.0% of shares outstanding
Holders
4,067
+294 vs 2026-03-31 · 451 new, 157 exited
Value
$379.9B
shares -0.3% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-05, as of 2026-06-30)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common stockCAT · NYSE459,674,889330,872,19572.0%4,067149123101

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
CountCUSIPClass (as filers write it)HoldersShares heldClass shares% of classValueOptionsMapped via
149123101COM4,067330,872,195459,674,88972.0%$379.9B60 call / 69 put13DGholders →

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. 28 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 4,067 · 149123101)

change vs 2026-03-31
#FilerShares% of classValueChange
1BlackRock, Inc.37,991,5058.26%$40.5B+822,072 (+2.2%)
2STATE STREET CORP34,392,3167.48%$36.6B-488,288 (-1.4%)
3VANGUARD CAPITAL MANAGEMENT LLC30,077,7646.54%$32.0B-156,689 (-0.5%)
4STATE FARM MUTUAL AUTOMOBILE INSURANCE CO14,509,3043.16%$15.5B-55,422 (-0.4%)
5VANGUARD PORTFOLIO MANAGEMENT LLC12,026,2442.62%$12.8B+320,354 (+2.7%)
6GEODE CAPITAL MANAGEMENT, LLC11,175,4932.43%$11.9B+48,010 (+0.4%)
7Fisher Asset Management, LLC9,942,5212.16%$10.6B+166,569 (+1.7%)
8MORGAN STANLEY7,504,4261.63%$8.0B+4,764 (+0.1%)
9JPMORGAN CHASE & CO7,325,7311.59%$7.6B+4,385,152 (+149.1%)
10GATES FOUNDATION TRUST6,353,6141.38%$6.8B—
11PRICE T ROWE ASSOCIATES INC /MD/6,171,6281.34%$6.6B+589,610 (+10.6%)
12FMR LLC5,781,9691.26%$6.2B+1,957,676 (+51.2%)
13NORTHERN TRUST CORP5,664,1551.23%$6.0B-14,640 (-0.3%)
14BANK OF AMERICA CORP /DE/5,463,5651.19%$5.8B-214,013 (-3.8%)
15GOLDMAN SACHS GROUP INC3,570,4930.78%$3.8B+359,522 (+11.2%)
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,322,7820.72%$3.5B-31,221 (-0.9%)
17Invesco Ltd.3,284,0930.71%$3.5B-565,507 (-14.7%)
18UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC3,153,6380.69%$3.4B-113,895 (-3.5%)
19Capital World Investors3,060,4320.67%$3.3B-483,508 (-13.6%)
20Bank of New York Mellon Corp2,998,1310.65%$3.2B-450,038 (-13.1%)
21DIMENSIONAL FUND ADVISORS LP2,742,1850.60%$2.9B-3,888 (-0.1%)
22VANGUARD FIDUCIARY TRUST CO2,645,2380.58%$2.8B+18,517 (+0.7%)
23Legal & General Group Plc2,613,8140.57%$2.8B-158,778 (-5.7%)
24Nuveen, LLC2,600,3590.57%$2.8B+290,101 (+12.6%)
25ROYAL BANK OF CANADA2,252,2640.49%$2.4B+2,762 (+0.1%)
26Capital Research Global Investors2,198,7290.48%$2.3B-1,002,120 (-31.3%)
27WELLS FARGO & COMPANY/MN2,118,6900.46%$2.3B+70,087 (+3.4%)
28Amundi2,062,3450.45%$2.2B-155,292 (-7.0%)
29MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,748,2570.38%$1.9B+164,692 (+10.4%)
30UBS Group AG1,700,2150.37%$1.8B+295,638 (+21.0%)
31Capital International Investors1,450,7690.32%$1.5B-2,008,509 (-58.1%)
32Mitsubishi UFJ Asset Management Co., Ltd.1,377,9570.30%$1.5B+26,580 (+2.0%)
33VOYA INVESTMENT MANAGEMENT LLC1,377,0430.30%$1.5B-42,573 (-3.0%)
34DEUTSCHE BANK AG\1,364,0140.30%$1.5B+3,133 (+0.2%)
35Swiss National Bank1,312,3800.29%$1.4B-61,040 (-4.4%)
36Sumitomo Mitsui Trust Group, Inc.1,307,9300.28%$1.4B-5,960 (-0.5%)
37CITIGROUP INC1,205,9340.26%$1.3B+12,679 (+1.1%)
38Capital Wealth Planning, LLC1,197,8560.26%$1.3B+11,760 (+1.0%)
39LPL Financial LLC1,182,1500.26%$1.3B+82,882 (+7.5%)
40WELLINGTON MANAGEMENT GROUP LLP1,144,8000.25%$1.2B+26,078 (+2.3%)
41RAYMOND JAMES FINANCIAL INC1,055,7010.23%$1.1B+29,504 (+2.9%)
42National Pension Service1,010,1220.22%$1.1B+21,406 (+2.2%)
43Vanguard Global Advisers, LLC993,3410.22%$1.1B-23,797 (-2.3%)
44California Public Employees Retirement System965,5700.21%$1.0B+85,721 (+9.7%)
45HSBC HOLDINGS PLC940,4360.20%$1.0B+31,945 (+3.5%)
46AMERIPRISE FINANCIAL INC934,2840.20%$995.0M-40,625 (-4.2%)
47BARCLAYS PLC917,0190.20%$976.5M-830,562 (-47.5%)
48CANADA PENSION PLAN INVESTMENT BOARD907,0300.20%$965.9M+409,594 (+82.3%)
49ALLIANCEBERNSTEIN L.P.876,9820.19%$621.3M+42,814 (+5.1%)
50PRIMECAP MANAGEMENT CO/CA/871,7000.19%$928.3M-560 (-0.1%)
51FRANKLIN RESOURCES INC843,7130.18%$898.5M-129,028 (-13.3%)
52VANGUARD ASSET MANAGEMENT, Ltd834,9990.18%$889.2M+89,151 (+12.0%)
53RHUMBLINE ADVISERS814,3570.18%$867.2M+16,923 (+2.1%)
54NEUBERGER BERMAN GROUP LLC810,3610.18%$862.3M-55,518 (-6.4%)
55BANK OF MONTREAL /CAN/714,1200.16%$760.5M-3,719 (-0.5%)
56CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM701,7860.15%$747.3M-4,603 (-0.7%)
57BNP PARIBAS FINANCIAL MARKETS685,7400.15%$730.2M+4,754 (+0.7%)
58PRINCIPAL FINANCIAL GROUP INC662,7350.14%$705.7M-3,571 (-0.5%)
59Bank Julius Baer & Co. Ltd, Zurich610,2190.13%$646.5M-50,225 (-7.6%)
60FIFTH THIRD BANCORP595,9460.13%$634.6M+4,592 (+0.8%)
61STIFEL FINANCIAL CORP591,0990.13%$629.5M+13,703 (+2.4%)
62DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main577,8080.13%$615.3M-340,852 (-37.1%)
63HighTower Advisors, LLC564,9300.12%$601.6M-27,461 (-4.6%)
64Aberdeen Group plc546,0480.12%$581.5M+28,959 (+5.6%)
65BESSEMER GROUP INC538,6960.12%$573.7M-2,100 (-0.4%)
66NEW YORK STATE COMMON RETIREMENT FUND527,8040.11%$562.1M+2,200 (+0.4%)
67PRUDENTIAL FINANCIAL INC526,0850.11%$560.2M+8,127 (+1.6%)
68AMERICAN CENTURY COMPANIES INC512,9350.11%$546.2M-142,440 (-21.7%)
69CIBC Bancorp USA Inc.511,5150.11%$544.9M+28,718 (+5.9%)
70Corient Private Wealth LP505,8590.11%$538.7M-36,913 (-6.8%)
71AQR CAPITAL MANAGEMENT LLC505,0200.11%$533.2M+238,056 (+89.2%)
72TD Asset Management Inc501,0530.11%$533.6M-84,430 (-14.4%)
73VICTORY CAPITAL MANAGEMENT INC481,1120.10%$512.3M-29,400 (-5.8%)
74US BANCORP \DE\473,8940.10%$504.7M-5,591 (-1.2%)
75SCHRODER INVESTMENT MANAGEMENT GROUP454,9250.10%$484.4M-40,001 (-8.1%)
76Cambridge Investment Research Advisors, Inc.426,8230.09%$454.5M+216,201 (+102.6%)
77AVIVA PLC425,9770.09%$453.6M+8,676 (+2.1%)
78NATIXIS ADVISORS, LLC415,1520.09%$442.1M+73,940 (+21.7%)
79STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM390,4570.08%$415.8M-17,422 (-4.3%)
80Eurizon Capital SGR S.p.A.382,2870.08%$404.2M+35,235 (+10.2%)
81Creative Planning379,7030.08%$404.3M+13,934 (+3.8%)
82ENVESTNET ASSET MANAGEMENT INC370,1410.08%$394.2M-53,436 (-12.6%)
83ProShare Advisors LLC369,2080.08%$393.2M-70,198 (-16.0%)
84ADAGE CAPITAL PARTNERS GP, L.L.C.367,7040.08%$391.6M-19,100 (-4.9%)
85MACKENZIE FINANCIAL CORP363,9030.08%$387.5M-62,981 (-14.8%)
86NOMURA ASSET MANAGEMENT CO LTD361,4580.08%$384.9M-1,352 (-0.4%)
87Quantinno Capital Management LP358,7890.08%$382.1M+50,259 (+16.3%)
88CITADEL ADVISORS LLC355,8610.08%$379.0M+46,332 (+15.0%)
89NEW YORK STATE TEACHERS RETIREMENT SYSTEM355,4090.08%$378.5M-15,002 (-4.1%)
90Winslow Capital Management, LLC350,7740.08%$373.5MNEW
91Pictet Asset Management Holding SA344,6590.07%$367.0M-29,974 (-8.0%)
92Korea Investment CORP337,4630.07%$359.4M-37,196 (-9.9%)
93PNC Financial Services Group, Inc.336,8980.07%$358.8M-6,362 (-1.9%)
94Markel Group Inc.328,6500.07%$350.0M—
95DekaBank Deutsche Girozentrale326,6030.07%$230.5M—
96CANADA LIFE ASSURANCE Co324,7510.07%$345.3M+7,862 (+2.5%)
97Asset Management One Co., Ltd.320,0250.07%$340.8M+508 (+0.2%)
98Sumitomo Mitsui DS Asset Management Company, Ltd313,0990.07%$333.4M-3,135 (-1.0%)
99OSAIC HOLDINGS, INC.310,1350.07%$330.6M+14,969 (+5.1%)
100COMMONWEALTH EQUITY SERVICES, LLC309,8410.07%$330.0M-19,996 (-6.1%)
101Mariner, LLC308,7710.07%$328.8M-11,938 (-3.7%)
102Thrivent Financial for Lutherans308,4300.07%$328.4M-203,822 (-39.8%)
103JONES FINANCIAL COMPANIES LLLP307,2740.07%$306.7M+77,567 (+33.8%)
104MANUFACTURERS LIFE INSURANCE COMPANY, THE306,1100.07%$326.0M-9,098 (-2.9%)
105Baird Financial Group, Inc.300,4430.07%$319.9M-6,416 (-2.1%)
106Rockefeller Capital Management L.P.298,6390.06%$318.0M+4,463 (+1.5%)
107BANK OF NOVA SCOTIA294,4120.06%$313.5M-47,267 (-13.8%)
108Cetera Investment Advisers292,0590.06%$311.0M-3,752 (-1.3%)
109SEI INVESTMENTS CO290,9190.06%$309.8M+81,689 (+39.0%)
110ZACKS INVESTMENT MANAGEMENT285,4440.06%$304.0M-132,820 (-31.8%)
111Focus Partners Wealth285,1590.06%$303.6M-52,872 (-15.6%)
112Janney Montgomery Scott LLC284,9230.06%$303.4M-4,478 (-1.5%)
113AGF MANAGEMENT LTD284,4090.06%$302.9M-1,187 (-0.4%)
114Alphinity Investment Management Pty Ltd283,3480.06%$301.7M-68,277 (-19.4%)
115Universal- Beteiligungs- und Servicegesellschaft mbH281,9080.06%$294.5M-583 (-0.2%)
116Cerity Partners LLC279,2380.06%$297.3M+3,824 (+1.4%)
117COMMERCE BANK270,3880.06%$287.9M+10,906 (+4.2%)
118NORDEA INVESTMENT MANAGEMENT AB264,7180.06%$282.6M-8,398 (-3.1%)
119FIL Ltd264,0100.06%$281.1M+8,305 (+3.2%)
120Mitsubishi UFJ Trust & Banking Corp256,8480.06%$273.5M-11,390 (-4.2%)
121Allianz Asset Management GmbH254,4020.06%$270.9M+51,614 (+25.5%)
122SG Americas Securities, LLC252,1620.05%$268.5M-53,269 (-17.4%)
123STATE OF WISCONSIN INVESTMENT BOARD248,0820.05%$264.2M-5,787 (-2.3%)
124DANSKE BANK A/S244,8640.05%$260.8M+35,764 (+17.1%)
125Zurcher Kantonalbank (Zurich Cantonalbank)244,7460.05%$260.6M-13,280 (-5.1%)
126ROYAL LONDON ASSET MANAGEMENT LTD243,3170.05%$259.1M-5,600 (-2.2%)
127NATIONAL BANK OF CANADA /FI/242,7260.05%$258.3M-37,519 (-13.4%)
128KEYBANK NATIONAL ASSOCIATION/OH236,7650.05%$252.1M-4,864 (-2.0%)
129CAPTRUST FINANCIAL ADVISORS236,3550.05%$251.7M+27,055 (+12.9%)
130Russell Investments Group, Ltd.235,6640.05%$250.2M+34,175 (+17.0%)
131JANE STREET GROUP, LLC234,8920.05%$250.1M+202,253 (+619.7%)
132Bollard Group LLC234,1700.05%$249.4M+5,118 (+2.2%)
133KBC Group NV231,5110.05%$246.5M+2,214 (+1.0%)
134Retirement Systems of Alabama230,8790.05%$245.9M-2,049 (-0.9%)
135Tidal Investments LLC228,7960.05%$243.6M+30,805 (+15.6%)
136Ensign Peak Advisors, Inc227,2550.05%$242.0M-4,189 (-1.8%)
137Chevy Chase Trust Holdings, LLC226,4080.05%$241.1M-6,665 (-2.9%)
138Vanguard Investments Australia, Ltd.222,4770.05%$236.9M+4,429 (+2.0%)
139Alecta Tjanstepension Omsesidigt219,6000.05%$233.8M-28,900 (-11.6%)
140Swedbank AB215,0960.05%$229.1M+8,193 (+4.0%)
141NewEdge Advisors, LLC212,2150.05%$226.0M-2,849 (-1.3%)
142Rathbones Group PLC211,1080.05%$224.8M-252,170 (-54.4%)
143Kestra Advisory Services, LLC208,1640.05%$221.7M-11,422 (-5.2%)
144MENORA MIVTACHIM HOLDINGS LTD.207,5000.05%$221.0M—
145SUSQUEHANNA INTERNATIONAL GROUP, LLP207,3100.05%$220.8M-33,932 (-14.1%)
146Handelsbanken Fonder AB205,1520.04%$218.5M+76,641 (+59.6%)
147Treasurer of the State of North Carolina199,3740.04%$212.3M+1,136 (+0.6%)
148M&T Bank Corp196,2060.04%$208.9M+4,262 (+2.2%)
1491832 Asset Management L.P.194,9620.04%$207.6M+731 (+0.4%)
150TD Waterhouse Canada Inc.194,3960.04%$192.8M+15,342 (+8.6%)
151Daiwa Securities Group Inc.194,1490.04%$206.7M+19,564 (+11.2%)
152TORONTO DOMINION BANK193,6570.04%$206.2M+44,939 (+30.2%)
153AustralianSuper Pty Ltd189,6160.04%$201.9M+161,374 (+571.4%)
154TEACHER RETIREMENT SYSTEM OF TEXAS189,5820.04%$201.9M+10,753 (+6.0%)
155MERCER GLOBAL ADVISORS INC /ADV189,3370.04%$201.6M+32,591 (+20.8%)
156Sequoia Financial Advisors, LLC188,2720.04%$200.5M+9,512 (+5.3%)
157TRUIST FINANCIAL CORP184,4510.04%$196.4M-24,712 (-11.8%)
158Swiss Life Asset Management Ltd183,7340.04%$195.7M-7,249 (-3.8%)
159WEALTH ENHANCEMENT ADVISORY SERVICES, LLC182,0740.04%$120.5M+8,613 (+5.0%)
160NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO180,9210.04%$192.7M+4,005 (+2.3%)
161PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO180,6880.04%$192.4M+59,141 (+48.7%)
162Fayez Sarofim & Co179,7900.04%$191.5M+111,599 (+163.7%)
163PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO179,7180.04%$191.4M-13,433 (-7.0%)
164Robeco Institutional Asset Management B.V.178,1210.04%$189.7M+47,130 (+36.0%)
165ATALANTA SOSNOFF CAPITAL, LLC176,0080.04%$187.4M+33,767 (+23.7%)
166FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND175,0840.04%$186.4M-12,480 (-6.7%)
167WESTFIELD CAPITAL MANAGEMENT CO LP174,6200.04%$186.0M+142,295 (+440.2%)
168TWO SIGMA INVESTMENTS, LP171,5740.04%$182.7M-30,296 (-15.0%)
169Empower Advisory Group, LLC171,3320.04%$182.5M-558 (-0.3%)
170Polar Capital Holdings Plc167,1750.04%$178.0M+21,819 (+15.0%)
171NISA INVESTMENT ADVISORS, LLC162,8260.04%$173.4M-4,788 (-2.9%)
172CIBC WORLD MARKET INC.161,5470.04%$172.0M-6,765 (-4.0%)
173State of Tennessee, Department of Treasury161,3210.04%$171.8M-3,878 (-2.3%)
174BNP PARIBAS ASSET MANAGEMENT Holding S.A.156,2460.03%$166.4M-119,345 (-43.3%)
175STRS OHIO155,4490.03%$165.5M-11,263 (-6.8%)
176FIRST TRUST ADVISORS LP154,0200.03%$164.0M+951 (+0.6%)
177Nykredit A/S152,7080.03%$162.6MNEW
178State of New Jersey Common Pension Fund D150,4110.03%$160.2M-10,557 (-6.6%)
179Calamos Advisors LLC150,2610.03%$160.0M+15,578 (+11.6%)
180Tredje AP-fonden144,9110.03%$154.3M+15,378 (+11.9%)
181Midwest Trust Co142,2430.03%$151.5M-13,563 (-8.7%)
182Temasek Holdings (Private) Ltd140,6730.03%$149.8M+88,120 (+167.7%)
183Resona Asset Management Co.,Ltd.140,4840.03%$148.6M-13,022 (-8.5%)
184Lansforsakringar Fondforvaltning AB (publ)139,7940.03%$148.9M-8,126 (-5.5%)
185Zurich Insurance Group Ltd/FI138,6460.03%$147.6M+18,794 (+15.7%)
186Mirae Asset Global Investments Co., Ltd.138,3320.03%$147.3M+8,289 (+6.4%)
187Mediolanum International Funds Ltd136,4120.03%$140.9M+22,880 (+20.2%)
188HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND134,4920.03%$143.2M+64,268 (+91.5%)
189MML INVESTORS SERVICES, LLC134,1320.03%$142.8M+10,607 (+8.6%)
190Banco Santander, S.A.133,7420.03%$142.4M+12,747 (+10.5%)
191HUNTINGTON NATIONAL BANK132,9930.03%$141.6M-3,147 (-2.3%)
192Czech National Bank131,1020.03%$139.6M+4,383 (+3.5%)
193ARIZONA STATE RETIREMENT SYSTEM129,1080.03%$137.5M+856 (+0.7%)
194SEB Asset Management AB127,8760.03%$136.2M+6,169 (+5.1%)
195CIBC Asset Management Inc127,0480.03%$135.3M+6,068 (+5.0%)
196ACADIAN ASSET MANAGEMENT LLC127,0250.03%$135.3M-36,844 (-22.5%)
197LAZARD ASSET MANAGEMENT LLC126,8760.03%$135.1M+64,515 (+103.5%)
198D. E. Shaw & Co., Inc.124,4610.03%$132.5M+71,057 (+133.1%)
199O'SHAUGHNESSY ASSET MANAGEMENT, LLC124,1000.03%$132.2M-13,439 (-9.8%)
200Sanctuary Advisors, LLC123,6930.03%$131.7M-3,538 (-2.8%)
201MetLife Investment Management, LLC123,1140.03%$131.1M+11,857 (+10.7%)
202VESTOR CAPITAL, LLC122,8350.03%$46.4M+98,036 (+395.3%)
203WORLDQUANT MILLENNIUM ADVISORS LLC122,5790.03%$130.5M+55,697 (+83.3%)
204XPONANCE LLC122,0940.03%$130.0M+36,620 (+42.8%)
205BLAIR WILLIAM & CO/IL121,5220.03%$129.4M+3,021 (+2.5%)
206NOMURA HOLDINGS INC120,8380.03%$128.7M+108,377 (+869.7%)
207Caisse de depot et placement du Quebec119,8960.03%$127.7M-268,830 (-69.2%)
208Jupiter Topco LLC119,4620.03%$127.2MNEW
209Balyasny Asset Management L.P.119,0980.03%$126.8M-117,051 (-49.6%)
210STATE OF MICHIGAN RETIREMENT SYSTEM117,9720.03%$125.6M-11,600 (-9.0%)
211Employees Retirement System of Texas114,1140.02%$121.5M+52,666 (+85.7%)
212&PARTNERS110,1670.02%$117.6M+1,924 (+1.8%)
213PINNACLE ASSOCIATES LTD110,0660.02%$117.2M-1,006 (-0.9%)
214JENNISON ASSOCIATES LLC109,2440.02%$116.3M-20,662 (-15.9%)
215QRG CAPITAL MANAGEMENT, INC.108,0490.02%$115.1M+12,132 (+12.6%)
216Gotham Asset Management, LLC105,1010.02%$111.9M-11,995 (-10.2%)
217IFM Investors Pty Ltd105,0750.02%$111.9M+9,919 (+10.4%)
218HERITAGE INVESTORS MANAGEMENT CORP104,4020.02%$111.2M-11,994 (-10.3%)
219CAPITAL FUND MANAGEMENT S.A.104,1460.02%$110.9M+23,698 (+29.5%)
220COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS101,7320.02%$108.3M-6,653 (-6.1%)
221Clark Capital Management Group, Inc.101,5950.02%$108.2M-10,774 (-9.6%)
222BRADLEY FOSTER & SARGENT INC/CT100,8220.02%$107.4M-2,837 (-2.7%)
223Woodline Partners LP100,7980.02%$107.3M+9,557 (+10.5%)
224Paralel Advisors LLC100,0000.02%$106.5M—
225Wesleyan Assurance Society99,6790.02%$106.1M-700 (-0.7%)
226MEYER HANDELMAN CO98,2420.02%$104.6M-6,244 (-6.0%)
227MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.98,2180.02%$104.1M+9,291 (+10.4%)
228Prospera Financial Services Inc97,5680.02%$103.9M+2,124 (+2.2%)
229VAN ECK ASSOCIATES CORP97,2860.02%$103.6M-20,245 (-17.2%)
230BROWN ADVISORY INC96,8070.02%$103.1M+9,233 (+10.5%)
231GABELLI FUNDS LLC96,1820.02%$102.4M-9,350 (-8.9%)
232PINEBRIDGE INVESTMENTS LLC95,3440.02%$101.5M+13,997 (+17.2%)
233RWA WEALTH PARTNERS, LLC94,6520.02%$100.8M-4,614 (-4.6%)
234Waverly Advisors, LLC94,3240.02%$100.4M-9,929 (-9.5%)
235S&CO INC94,0760.02%$100.2M-4,751 (-4.8%)
236OFI INVEST ASSET MANAGEMENT93,5360.02%$87.7M+31,121 (+49.9%)
237GATEWAY INVESTMENT ADVISERS LLC92,9760.02%$99.0M-39,172 (-29.6%)
238AMALGAMATED BANK92,6580.02%$98.7M+3,157 (+3.5%)
239Cresset Asset Management, LLC91,4170.02%$97.4M-4,351 (-4.5%)
240Capital International, Inc./CA/90,9410.02%$96.8M-17,465 (-16.1%)
241Beacon Pointe Advisors, LLC90,6870.02%$96.6M-3,299 (-3.5%)
242Mesirow Financial Investment Management, Inc.89,2910.02%$95.1M-649 (-0.7%)
243BI Asset Management Fondsmaeglerselskab A/S87,0550.02%$92.7M-8,584 (-9.0%)
244Busey Bank86,6590.02%$92.3M-3,666 (-4.1%)
245Steward Partners Investment Advisory, LLC86,0060.02%$91.6M-10,194 (-10.6%)
246Walleye Capital LLC85,8580.02%$91.4M+75,870 (+759.6%)
247OLD REPUBLIC INTERNATIONAL CORP85,5000.02%$90.6M—
248Vanguard Personalized Indexing Management, LLC84,7620.02%$90.3M+3,632 (+4.5%)
249Federation des caisses Desjardins du Quebec84,3270.02%$89.8M+22,998 (+37.5%)
250Vontobel Holding Ltd.83,5510.02%$89.0M+380 (+0.5%)
Exited since 2026-03-31 (157 filers; largest 25 shown)
Holocene Advisors, LP−292,937
Nearwater Capital Markets, Ltd−152,000
CWM, LLC−130,235
JANUS HENDERSON GROUP PLC−115,517
Qube Research & Technologies Ltd−87,621
TruWealth Advisors, LLC−43,814
Oribel Capital Management, LP−30,000
Vantage Investment Partners, LLC−29,952
FORA Capital, LLC−27,673
RENAISSANCE TECHNOLOGIES LLC−21,507
Y-Intercept (Hong Kong) Ltd−19,363
Brooklyn Investment Group−18,861
U.S. Capital Wealth Advisors, LLC−17,051
Zimmer Partners, LP−16,750
ExodusPoint Capital Management, LP−16,154
CANANDAIGUA NATIONAL CORP−15,203
Albar Capital Partners LLP−15,054
SIGNET FINANCIAL MANAGEMENT, LLC−14,685
FRG Family Wealth Advisors LLC−13,717
SMA Capital LLC−13,375
Vivaldi Capital Management LP−12,551
Quantitative Investment Management, LLC−12,072
Tribune Investment Group LP−11,530
Jaffetilchin Investment Partners, LLC−9,934
DUPONT CAPITAL MANAGEMENT CORP−9,052

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 personFormFiledEventShares% of class
Vanguard Capital ManagementSCHEDULE 13G2026-04-292026-03-3134,776,0997.47%
The Vanguard GroupSCHEDULE 13G/A2026-03-262026-03-1300%

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.