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.

GREIF, INC

CIK 0000043920GEFGEF-B· quarter ending 2026-06-30
Shares outstanding
46,168,321
Held by 13F filers
26,935,411
across share classes — see % per class below
Holders
308
+10 vs 2026-03-31 · 47 new, 37 exited
Value
$2.1B
shares +5.4% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-07-29, as of 2026-07-27)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common Class AGEF · NYSE24,808,64323,739,19495.7%284397624107
Common Class BGEF-B · NYSE21,359,6783,196,21715.0%135397624206

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
397624107CL A28423,739,19424,808,64395.7%$1.8B2 call / 1 put13DGholders →
397624206CL B1353,196,21721,359,67815.0%$299.0M—NPORTholders →

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.

Top holders (250 of 308 · 397624107, 397624206)

change vs 2026-03-31
#FilerShares% of classValueChange
1BlackRock, Inc.3,855,249—$293.7M+298,999 (+8.4%)
2DIMENSIONAL FUND ADVISORS LP2,386,371—$185.0M+36,882 (+1.6%)
3VANGUARD PORTFOLIO MANAGEMENT LLC1,564,215—$120.9M+22,159 (+1.4%)
4VANGUARD CAPITAL MANAGEMENT LLC1,333,352—$100.1M+7,417 (+0.6%)
5FULLER & THALER ASSET MANAGEMENT, INC.1,223,712—$91.2M-14,911 (-1.2%)
6STATE STREET CORP1,073,585—$82.9M+49,761 (+4.9%)
7AMERICAN CENTURY COMPANIES INC978,846—$75.6M+304,216 (+45.1%)
8GEODE CAPITAL MANAGEMENT, LLC978,595—$75.3M+65,532 (+7.2%)
9Thrivent Financial for Lutherans847,800—$63.2M-41,309 (-4.6%)
10DEPRINCE RACE & ZOLLO INC806,333—$60.1M+8,421 (+1.1%)
11AQR CAPITAL MANAGEMENT LLC711,595—$53.1M+27,968 (+4.1%)
12Arbiter Partners Capital Management LLC581,313—$54.4M+386,280 (+198.1%)
13Medina Value Partners, LLC522,570—$41.0M+46,511 (+9.8%)
14GABELLI FUNDS LLC483,150—$38.0M—
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC461,875—$34.4M-70,089 (-13.2%)
16GAMCO INVESTORS, INC. ET AL417,915—$31.3M-5,329 (-1.3%)
17Invesco Ltd.416,674—$31.1M+87,798 (+26.7%)
18NORTHERN TRUST CORP350,647—$26.9M+21,507 (+6.5%)
19Bank of New York Mellon Corp340,503—$25.9M-7,132 (-2.1%)
20VICTORY CAPITAL MANAGEMENT INC319,166—$23.8M+53,577 (+20.2%)
21AMERIPRISE FINANCIAL INC316,038—$23.5M+31,438 (+11.0%)
22SYSTEMATIC FINANCIAL MANAGEMENT LP285,628—$21.3M-14,180 (-4.7%)
23EVR Research LP250,000—$18.6M+90,000 (+56.3%)
24GOLDMAN SACHS GROUP INC248,708—$18.6M-152,497 (-38.0%)
25WELLINGTON MANAGEMENT GROUP LLP246,492—$18.4M+63,843 (+35.0%)
26Sound Income Strategies, LLC243,417—$22.8M-1,964 (-0.8%)
27BANK OF AMERICA CORP /DE/239,429—$18.0M-66,864 (-21.8%)
28VANGUARD FIDUCIARY TRUST CO196,560—$15.0M+1,872 (+1.0%)
29MORGAN STANLEY195,323—$15.1M-54,083 (-21.7%)
30TWO SIGMA INVESTMENTS, LP182,260—$13.6M+54,889 (+43.1%)
31Creative Planning180,435—$13.4M+76,362 (+73.4%)
32Russell Investments Group, Ltd.167,496—$12.5M-25,115 (-13.0%)
33UBS Group AG158,389—$11.9M+33,411 (+26.7%)
34PRIVATE MANAGEMENT GROUP INC152,334—$11.3M-1,542 (-1.0%)
35RAYMOND JAMES FINANCIAL INC151,247—$13.8M-11,548 (-7.1%)
36ENVESTNET ASSET MANAGEMENT INC148,599—$11.1M+2,115 (+1.4%)
37Cambria Investment Management, L.P.134,002—$10.0M-1,194 (-0.9%)
38NEW YORK STATE COMMON RETIREMENT FUND127,842—$9.6M-417 (-0.3%)
39DENALI ADVISORS LLC109,851—$8.2M-6,100 (-5.3%)
40HRT FINANCIAL LP108,469—$8.5M+36,741 (+51.2%)
41FIRST TRUST ADVISORS LP107,224—$8.2M+32,609 (+43.7%)
42CITADEL ADVISORS LLC102,355—$7.6M-10,293 (-9.1%)
43MANGROVE PARTNERS IM, LLC97,567—$7.3MNEW
44PRINCIPAL FINANCIAL GROUP INC94,956—$7.1M+4,017 (+4.4%)
45RHUMBLINE ADVISERS91,991—$7.0M+2,672 (+3.0%)
46Quantinno Capital Management LP89,638—$7.5M+40,958 (+84.1%)
47Advisors Asset Management, Inc.88,792—$8.2M-40,098 (-31.1%)
48Nuveen, LLC77,421—$6.1M+6,507 (+9.2%)
49FRANKLIN RESOURCES INC77,206—$5.8M+3,665 (+5.0%)
50MILLENNIUM MANAGEMENT LLC74,225—$5.5M-19,565 (-20.9%)
51UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC71,641—$5.7M-6,507 (-8.3%)
52Corient Private Wealth LP67,679—$5.6M-5,699 (-7.8%)
53JPMORGAN CHASE & CO58,414—$4.5M-131,642 (-69.3%)
54TEACHER RETIREMENT SYSTEM OF TEXAS58,413—$4.4M+53,670 (+1131.6%)
55Swedbank AB57,766—$4.3M—
56Schonfeld Strategic Advisors LLC56,588—$4.3M+35,688 (+170.8%)
57Swiss National Bank54,800—$4.2M-2,700 (-4.7%)
58ALLIANCEBERNSTEIN L.P.53,280—$3.7M+8,445 (+18.8%)
59Trexquant Investment LP41,171—$3.4M+38,823 (+1653.4%)
60BNP PARIBAS FINANCIAL MARKETS40,382—$3.0M+28,957 (+253.5%)
61CITIGROUP INC39,079—$3.0M-21,482 (-35.5%)
62CREDIT INDUSTRIEL ET COMMERCIAL38,762—$2.9MNEW
63STIFEL FINANCIAL CORP38,317—$2.9M-5,725 (-13.0%)
64Legal & General Group Plc37,565—$2.9M-629 (-1.6%)
65PRICE T ROWE ASSOCIATES INC /MD/37,504—$2.9M+4,002 (+11.9%)
66Squarepoint Ops LLC36,906—$2.7M+8,322 (+29.1%)
67Cerity Partners LLC36,354—$2.7M+14,843 (+69.0%)
68Allianz Asset Management GmbH36,056—$2.7M-13,842 (-27.7%)
69DEUTSCHE BANK AG\35,257—$2.7M+6,415 (+22.2%)
70Qube Research & Technologies Ltd33,181—$2.5MNEW
71Jump Financial, LLC32,784—$2.4M+23,570 (+255.8%)
72CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM32,747—$2.5M+5,434 (+19.9%)
73FIFTH THIRD BANCORP32,644—$2.5M+3,787 (+13.1%)
74WELLS FARGO & COMPANY/MN31,937—$2.5M+14,262 (+80.7%)
75Engineers Gate Manager LP31,706—$2.4M+24,846 (+362.2%)
76MML INVESTORS SERVICES, LLC31,504—$2.3M+9,054 (+40.3%)
77PRUDENTIAL FINANCIAL INC29,980—$2.2M-12,250 (-29.0%)
78MetLife Investment Management, LLC28,585—$2.2M+691 (+2.5%)
79MARSHALL WACE, LLP28,322—$2.1M+4,022 (+16.6%)
80HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND27,633—$2.1M—
81WEDGE CAPITAL MANAGEMENT L L P/NC27,528—$2.1M+2,694 (+10.8%)
82Cambridge Investment Research Advisors, Inc.26,896—$2.0M+13,502 (+100.8%)
83Sovereign's Capital Management, LLC26,343—$2.0M-413 (-1.5%)
84Retirement Systems of Alabama25,627—$1.9M-4,718 (-15.5%)
85Atom Investors LP25,502—$1.9M+3,723 (+17.1%)
86Twelve Points Wealth Management LLC24,426—$1.8M+2,702 (+12.4%)
87VANGUARD ASSET MANAGEMENT, Ltd24,109—$2.1M-1,158 (-4.6%)
88NEW YORK STATE TEACHERS RETIREMENT SYSTEM23,335—$1.7M-2,556 (-9.9%)
89BARCLAYS PLC22,576—$1.7M-6,778 (-23.1%)
90MANUFACTURERS LIFE INSURANCE COMPANY, THE22,472—$1.7M-116 (-0.5%)
91LPL Financial LLC22,447—$1.7M-71 (-0.3%)
92RENAISSANCE TECHNOLOGIES LLC21,400—$2.0M-4,800 (-18.3%)
93WESBANCO BANK INC21,040—$1.6M+2,201 (+11.7%)
94Sequoia Financial Advisors, LLC21,021—$1.6M+3,304 (+18.6%)
95Freestone Grove Partners LP20,603—$1.5M+15,760 (+325.4%)
96LEVEL FOUR ADVISORY SERVICES, LLC19,107—$1.4M+1,471 (+8.3%)
97MERCER GLOBAL ADVISORS INC /ADV19,107—$1.6M+6,778 (+55.0%)
98Baird Financial Group, Inc.18,830—$1.4M—
99Odyssean, LLC18,506—$1.4M+15,426 (+500.8%)
100CANADA LIFE ASSURANCE Co18,422—$1.4M+800 (+4.5%)
101D. E. Shaw & Co., Inc.17,930—$1.4MNEW
102GREAT LAKES ADVISORS, LLC17,905—$1.3MNEW
103OSAIC HOLDINGS, INC.17,638—$1.3M+1,486 (+9.2%)
104Universal- Beteiligungs- und Servicegesellschaft mbH16,935—$1.3M+2,118 (+14.3%)
105HSBC HOLDINGS PLC15,768—$1.2M+5,020 (+46.7%)
106PRIMECAP MANAGEMENT CO/CA/15,000—$1.4M—
107AQR Arbitrage LLC14,778—$1.1M—
108FMR LLC14,640—$1.1M+466 (+3.3%)
109TRUIST FINANCIAL CORP14,132—$1.1M-298 (-2.1%)
110Mint Tower Capital Management B.V.14,025—$1.0MNEW
111PDS Planning, Inc13,965—$1.1M+6 (+0.0%)
112Janney Montgomery Scott LLC13,731—$1.1M-243 (-1.7%)
113MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.13,497—$1.0M-26 (-0.2%)
114BURNEY CO/13,153—$1.1M+520 (+4.1%)
115ROYAL BANK OF CANADA12,416—$952K+4,189 (+50.9%)
116Stratos Wealth Partners, LTD.12,009—$1.1M—
117Jupiter Topco LLC11,805—$880KNEW
118Vanguard Global Advisers, LLC11,757—$902K-281 (-2.3%)
119BENJAMIN EDWARDS INC11,351—$846K+453 (+4.2%)
120XTX Topco Ltd11,292—$955K+996 (+9.7%)
121Envestnet Portfolio Solutions, Inc.11,254—$838K-400 (-3.4%)
122Paladin Partners, LLC11,216—$1.0M—
123OneAscent Financial Services LLC11,052—$823K—
124FIRST CITIZENS BANK & TRUST CO11,051—$823K-433 (-3.8%)
125RBF Capital, LLC11,000—$819K—
126AMALGAMATED BANK10,512—$783K-207 (-1.9%)
127State of Tennessee, Department of Treasury10,045—$748K-180 (-1.8%)
128MONEYWISE, INC.9,750—$726K—
129TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY9,432—$703K—
130PARK AVENUE SECURITIES LLC9,372—$698K+169 (+1.8%)
131ALPS ADVISORS INC9,350—$875K+3,466 (+58.9%)
132EntryPoint Capital, LLC9,072—$676K+1,808 (+24.9%)
133SG Americas Securities, LLC9,047—$674K-755 (-7.7%)
134MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC8,954—$667K-532 (-5.6%)
135Cetera Investment Advisers8,866—$660K+307 (+3.6%)
136Police & Firemen's Retirement System of New Jersey8,713—$677K+1,268 (+17.0%)
137Windsor Advisory Group, LLC8,611—$765K—
138Tidal Investments LLC8,257—$772K—
139QRG CAPITAL MANAGEMENT, INC.8,015—$597K+862 (+12.1%)
140&PARTNERS7,965—$593K-45 (-0.6%)
141HighTower Advisors, LLC7,956—$593KNEW
142Vanguard Investments Australia, Ltd.7,940—$616K—
143NISA INVESTMENT ADVISORS, LLC7,481—$579K+1,975 (+35.9%)
144Handelsbanken Fonder AB7,451—$555K—
145Louisiana State Employees Retirement System7,300—$544K+100 (+1.4%)
146Ameritas Investment Partners, Inc.7,230—$547K+257 (+3.7%)
147BLAIR WILLIAM & CO/IL7,141—$550K+265 (+3.9%)
148Zurcher Kantonalbank (Zurich Cantonalbank)7,128—$531K—
149SEI INVESTMENTS CO6,973—$573K-8,192 (-54.0%)
150YOUSIF CAPITAL MANAGEMENT, LLC6,796—$506K-454 (-6.3%)
151Connor, Clark & Lunn Investment Management Ltd.6,583—$490KNEW
152Empowered Funds, LLC6,528—$542K-475 (-6.8%)
153ARIZONA STATE RETIREMENT SYSTEM6,488—$483K-298 (-4.4%)
154KEYBANK NATIONAL ASSOCIATION/OH6,328—$471K+20 (+0.3%)
155KLP KAPITALFORVALTNING AS6,300—$492K—
156CAPTRUST FINANCIAL ADVISORS6,149—$458K+2,442 (+65.9%)
157COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS5,932—$442K-270 (-4.4%)
158STATE OF MICHIGAN RETIREMENT SYSTEM5,839—$435K-100 (-1.7%)
159McCartney Wealth Management LLC5,815—$437K—
160NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC5,574—$415K+29 (+0.5%)
161INCEPTIONR LLC5,538—$413KNEW
162INTECH INVESTMENT MANAGEMENT LLC5,531—$412K-835 (-13.1%)
163WEALTH ENHANCEMENT ADVISORY SERVICES, LLC5,530—$407KNEW
164VOYA INVESTMENT MANAGEMENT LLC5,419—$404K+623 (+13.0%)
165UNITED CAPITAL FINANCIAL ADVISORS, LLC5,360—$399KNEW
166Advisors Preferred, LLC5,336—$401KNEW
167PNC Financial Services Group, Inc.5,284—$422K+734 (+16.1%)
168OCCUDO QUANTITATIVE STRATEGIES LP5,247—$491KNEW
169Verition Fund Management LLC5,246—$391K+1,198 (+29.6%)
170NEW MEXICO EDUCATIONAL RETIREMENT BOARD5,200—$387K—
171OREGON PUBLIC EMPLOYEES RETIREMENT FUND5,156—$384K—
172TWO SIGMA SECURITIES, LLC5,043—$376KNEW
173Farther Finance Advisors, LLC4,591—$381K+504 (+12.3%)
174Pictet Asset Management Holding SA4,585—$342K—
175State of Alaska, Department of Revenue4,581—$340K-190 (-4.0%)
176Summit Financial Strategies, Inc.4,563—$340K—
177AXQ CAPITAL, LP4,487—$334K+789 (+21.3%)
178PRINCIPAL SECURITIES, INC.4,365—$325K+466 (+12.0%)
179US BANCORP \DE\4,266—$318K+13 (+0.3%)
180ProShare Advisors LLC4,187—$312K-290 (-6.5%)
181Wellington Shields & Co., LLC4,028—$377K—
182SUSQUEHANNA INTERNATIONAL GROUP, LLP3,928—$293K-5,579 (-58.7%)
183Pacer Advisors, Inc.3,927—$293K+907 (+30.0%)
184PERSONAL CFO SOLUTIONS, LLC3,926—$295K+24 (+0.6%)
185NEUBERGER BERMAN GROUP LLC3,882—$289K-167 (-4.1%)
186SIMPLEX TRADING, LLC3,840—$286K+3,781 (+6408.5%)
187AE Wealth Management LLC3,831—$357K+25 (+0.7%)
188Prosperity Consulting Group, LLC3,793—$283KNEW
189MEEDER ASSET MANAGEMENT INC3,634—$271KNEW
190Massar Capital Management, LP3,583—$267KNEW
191XPONANCE LLC3,568—$266K+19 (+0.5%)
192Atria Investments, Inc3,500—$261KNEW
193Vanguard Personalized Indexing Management, LLC3,493—$260K+464 (+15.3%)
194LOUNTZIS ASSET MANAGEMENT, LLC3,388—$254K-612 (-15.3%)
195STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM3,261—$243K—
196STATE OF WISCONSIN INVESTMENT BOARD3,191—$238K-2,605 (-44.9%)
197GSA CAPITAL PARTNERS LLP3,179—$237K+26 (+0.8%)
198Callan Family Office, LLC3,146—$234KNEW
199STRS OHIO3,100—$290K+500 (+19.2%)
200Saiph Capital, LLC3,087—$230KNEW
201BANK OF MONTREAL /CAN/3,077—$229KNEW
202Old Port Advisors3,040—$226K-579 (-16.0%)
203Weiss Asset Management LP2,974—$222KNEW
204C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors2,955—$276K+28 (+1.0%)
205WEDBUSH SECURITIES INC2,930—$218KNEW
206Tower Research Capital LLC (TRC)2,839—$217K+274 (+10.7%)
207Fractal Investments LLC2,800—$209KNEW
208Point72 Asset Management, L.P.2,737—$256KNEW
209GUGGENHEIM CAPITAL LLC2,698—$201KNEW
210CHOREO, LLC2,685—$202KNEW
211Arax Advisory Partners2,486—$188K+2,421 (+3724.6%)
212Chicago Partners Investment Group LLC2,201—$209KNEW
213Vestcor Inc2,123—$199K—
214FEDERATED HERMES, INC.2,065—$154K-36 (-1.7%)
215Parallel Advisors, LLC2,035—$152K+332 (+19.5%)
216SIGNATUREFD, LLC1,922—$144K+1,234 (+179.4%)
217HANTZ FINANCIAL SERVICES, INC.1,892—$141K+1,590 (+526.5%)
218SECURIAN ASSET MANAGEMENT, INC1,842—$141K+117 (+6.8%)
219GAMMA Investing LLC1,784—$136K+380 (+27.1%)
220Ensign Peak Advisors, Inc1,740—$130K-800 (-31.5%)
221BFSG, LLC1,529—$114K—
222Key Capital Management, INC1,350—$126K-330 (-19.6%)
223Versant Capital Management, Inc1,244—$105K+405 (+48.3%)
224Kemnay Advisory Services Inc.1,164—$87KNEW
225PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO1,149—$86K+29 (+2.6%)
226MCDONALD PARTNERS LLC1,000—$94KNEW
227Rockefeller Capital Management L.P.931—$69K-111 (-10.7%)
228Quantum Portfolio Management LLC818—$61KNEW
229Blue Trust, Inc.686—$51K-7 (-1.0%)
230Allworth Financial LP642—$48K+417 (+185.3%)
231PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO613—$46K—
232Sterling Capital Management LLC591—$46K-359 (-37.8%)
233ROTHSCHILD INVESTMENT LLC560—$42K+168 (+42.9%)
234FNY Investment Advisers, LLC500—$37K-100 (-16.7%)
235KBC Group NV494—$46K-690 (-58.3%)
236IFG Advisory, LLC421—$31KNEW
237BNP PARIBAS ASSET MANAGEMENT Holding S.A.412—$35K-1,044 (-71.7%)
238THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.400—$37K—
239UMB Bank, n.a.395—$29K-14 (-3.4%)
240Essential Partners LLC386—$29K+176 (+83.8%)
241HARBOR CAPITAL ADVISORS, INC.386—$29K—
242HARBOUR INVESTMENTS, INC.366—$28K+5 (+1.4%)
243Pinnacle Wealth Planning Services, Inc.353—$26K—
244EverSource Wealth Advisors, LLC339—$25K+6 (+1.8%)
245Smartleaf Asset Management LLC332—$25K—
246Transamerica Financial Advisors, LLC322—$24K-35 (-9.8%)
247NewEdge Advisors, LLC316—$24K+2 (+0.6%)
248Asset Dedication, LLC267—$20K—
249Curat Global, LLC260—$19K—
250JONES FINANCIAL COMPANIES LLLP260—$19K+116 (+80.6%)
Exited since 2026-03-31 (37 filers; largest 25 shown)
JANE STREET GROUP, LLC−132,160
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC−92,705
WINTON GROUP Ltd−36,963
New Age Alpha Advisors, LLC−25,088
Elo Mutual Pension Insurance Co−18,023
Susquehanna Portfolio Strategies, LLC−17,986
Campbell & CO Investment Adviser LLC−16,464
READYSTATE ASSET MANAGEMENT LP−12,991
ExodusPoint Capital Management, LP−12,049
Quantbot Technologies LP−12,003
Aquatic Capital Management LLC−12,000
JANUS HENDERSON GROUP PLC−11,805
Horizon Investments, LLC−10,197
BAILARD, INC.−7,200
Caption Management, LLC−6,806
DGS Capital Management, LLC−6,343
Quadrature Capital Ltd−3,879
Swiss Life Asset Management Ltd−3,619
CAPSTONE INVESTMENT ADVISORS, LLC−3,580
Brevan Howard Capital Management LP−3,465
Pathstone Holdings, LLC−3,391
Graham Capital Management, L.P.−3,000
Leonteq Securities AG−3,000
CWM, LLC−2,508
Advisory Services Network, LLC−542

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
Fuller & Thaler Asset Management, Inc.SCHEDULE 13G/A2026-08-142026-06-301,223,712.064.94%
Vanguard Capital ManagementSCHEDULE 13G2026-04-302026-03-311,491,1296.02%
Vanguard Portfolio ManagementSCHEDULE 13G2026-04-292026-03-311,331,4035.37%
The Vanguard GroupSCHEDULE 13G/A2026-03-272026-03-1300%

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.