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.

MCDONALDS CORP

CIK 0000063908MCD· quarter ending 2026-06-30
Shares outstanding
707,641,531
Held by 13F filers
528,469,430
74.7% of shares outstanding
Holders
3,479
-124 vs 2026-03-31 · 176 new, 300 exited
Value
$142.8B
shares +0.1% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-07, as of 2026-06-30)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common stockMCD · NYSE707,641,531528,469,43074.7%3,479580135101

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
580135101COM3,479528,469,430707,641,53174.7%$142.8B56 call / 48 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.

Top holders (250 of 3,479 · 580135101)

change vs 2026-03-31
#FilerShares% of classValueChange
1BlackRock, Inc.55,436,0397.83%$15.0B+83,304 (+0.2%)
2VANGUARD CAPITAL MANAGEMENT LLC46,396,6926.56%$12.5B+180,675 (+0.4%)
3STATE STREET CORP36,080,5055.10%$9.8B+646,675 (+1.8%)
4JPMORGAN CHASE & CO31,923,7264.51%$8.5B-5,733,114 (-15.2%)
5VANGUARD PORTFOLIO MANAGEMENT LLC18,781,5892.65%$5.1B-323,203 (-1.7%)
6GEODE CAPITAL MANAGEMENT, LLC18,114,5532.56%$4.9B+152,638 (+0.8%)
7MORGAN STANLEY15,027,3642.12%$4.1B-591,145 (-3.8%)
8BANK OF AMERICA CORP /DE/10,997,7961.55%$3.0B-1,158,762 (-9.5%)
9NORGES BANK9,878,3801.40%$2.7BNEW
10PRICE T ROWE ASSOCIATES INC /MD/9,024,8831.28%$2.4B-710,071 (-7.3%)
11Capital Research Global Investors8,961,4541.27%$2.4B+2,067,217 (+30.0%)
12WELLS FARGO & COMPANY/MN8,050,0841.14%$2.2B+81,052 (+1.0%)
13NORTHERN TRUST CORP7,920,7841.12%$2.1B-301,239 (-3.7%)
14ROYAL BANK OF CANADA6,617,8290.94%$1.8B-185,412 (-2.7%)
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC6,201,3720.88%$1.7B+620,278 (+11.1%)
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC5,839,3300.83%$1.6B-754,400 (-11.4%)
17UBS Group AG5,825,3100.82%$1.6B+147,107 (+2.6%)
18Bank of New York Mellon Corp5,028,5810.71%$1.4B-127,896 (-2.5%)
19FRANKLIN RESOURCES INC4,936,1170.70%$1.3B+692,594 (+16.3%)
20Legal & General Group Plc4,402,0740.62%$1.2B-343,169 (-7.2%)
21GOLDMAN SACHS GROUP INC4,327,4120.61%$1.2B-738,797 (-14.6%)
22ARROWSTREET CAPITAL, LIMITED PARTNERSHIP4,265,1130.60%$1.2B+627,328 (+17.2%)
23Gallagher Fiduciary Advisors, LLC4,252,4780.60%$1.1B-73,335 (-1.7%)
24AMERIPRISE FINANCIAL INC4,241,9070.60%$1.1B-101,319 (-2.3%)
25VANGUARD FIDUCIARY TRUST CO3,989,1060.56%$1.1B-23,963 (-0.6%)
26Invesco Ltd.3,823,7620.54%$1.0B+273,199 (+7.7%)
27Amundi3,520,3340.50%$951.6M-544,581 (-13.4%)
28FMR LLC3,192,3550.45%$862.9M-406,621 (-11.3%)
29WELLINGTON MANAGEMENT GROUP LLP3,075,9440.43%$831.5M-338,831 (-9.9%)
30Nuveen, LLC2,941,9560.42%$795.2M-420,338 (-12.5%)
31VIKING GLOBAL INVESTORS LP2,829,1580.40%$764.7M-795,871 (-22.0%)
32Fayez Sarofim & Co2,760,9070.39%$746.3M+56,544 (+2.1%)
33RAYMOND JAMES FINANCIAL INC2,633,2190.37%$711.8M+52,780 (+2.0%)
34PNC Financial Services Group, Inc.2,549,4280.36%$689.1M-63,971 (-2.4%)
35BARCLAYS PLC2,487,8040.35%$672.5M+233,462 (+10.4%)
36DEUTSCHE BANK AG\2,193,4360.31%$592.9M-254,324 (-10.4%)
37Swiss National Bank2,003,6200.28%$541.6M-86,360 (-4.1%)
38DIMENSIONAL FUND ADVISORS LP1,936,5620.27%$523.4M+27,241 (+1.4%)
39NEUBERGER BERMAN GROUP LLC1,931,9730.27%$522.2M-8,581 (-0.4%)
40Capital Wealth Planning, LLC1,921,9330.27%$519.5M-219,270 (-10.2%)
41Sumitomo Mitsui Trust Group, Inc.1,886,7890.27%$510.0M-14,493 (-0.8%)
42Mitsubishi UFJ Asset Management Co., Ltd.1,859,1910.26%$502.6M+118,682 (+6.8%)
43SG Americas Securities, LLC1,827,5030.26%$494.0M+863,953 (+89.7%)
44Jupiter Topco LLC1,784,0650.25%$482.2MNEW
45HSBC HOLDINGS PLC1,733,6400.24%$468.3M+356,461 (+25.9%)
46LPL Financial LLC1,688,8190.24%$456.5M+76,394 (+4.7%)
471832 Asset Management L.P.1,677,9280.24%$453.6M+139,592 (+9.1%)
48BESSEMER GROUP INC1,660,6110.23%$448.9M+334,731 (+25.2%)
49National Pension Service1,658,3790.23%$448.3M+43,114 (+2.7%)
50VANGUARD ASSET MANAGEMENT, Ltd1,593,3990.23%$430.7M+157,532 (+11.0%)
51Capital International Investors1,555,5500.22%$420.5M-7,410 (-0.5%)
52Vanguard Global Advisers, LLC1,535,4860.22%$415.1M-24,760 (-1.6%)
53ALLIANCEBERNSTEIN L.P.1,503,3240.21%$467.2M-444,577 (-22.8%)
54HighTower Advisors, LLC1,471,7250.21%$397.8M+97,060 (+7.1%)
55CANADA PENSION PLAN INVESTMENT BOARD1,362,3360.19%$368.3M+227,407 (+20.0%)
56BANK OF MONTREAL /CAN/1,347,4590.19%$364.2M-53,862 (-3.8%)
57California Public Employees Retirement System1,301,3000.18%$351.8M-745,160 (-36.4%)
58NATIONAL BANK OF CANADA /FI/1,297,5470.18%$350.8M+574,393 (+79.4%)
59ENVESTNET ASSET MANAGEMENT INC1,277,6300.18%$345.4M-28,514 (-2.2%)
60CIBC Bancorp USA Inc.1,227,9380.17%$332.2M-127,318 (-9.4%)
61RHUMBLINE ADVISERS1,226,1810.17%$331.4M-10,882 (-0.9%)
62CITIGROUP INC1,223,1080.17%$330.6M+220,156 (+22.0%)
63STIFEL FINANCIAL CORP1,187,5670.17%$321.1M+54,009 (+4.8%)
64CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM1,120,5340.16%$302.9M+4,363 (+0.4%)
65Assenagon Asset Management S.A.1,112,5340.16%$300.7M+771,571 (+226.3%)
66SCHRODER INVESTMENT MANAGEMENT GROUP1,082,0820.15%$292.5M-18,398 (-1.7%)
67CANADA LIFE ASSURANCE Co1,075,5370.15%$290.2M-60,622 (-5.3%)
68Swedbank AB1,075,3540.15%$290.7M+13,196 (+1.2%)
69BANQUE PICTET & CIE SA1,047,9980.15%$283.3M-64,714 (-5.8%)
70DekaBank Deutsche Girozentrale1,021,6080.14%$315.9M—
71AQR CAPITAL MANAGEMENT LLC1,005,6290.14%$269.7M+346,367 (+52.5%)
72Connor, Clark & Lunn Investment Management Ltd.986,1410.14%$266.6M+223,085 (+29.2%)
73BNP PARIBAS FINANCIAL MARKETS905,6810.13%$244.8M-184,132 (-16.9%)
74NATIXIS ADVISORS, LLC863,2080.12%$233.3M-183,059 (-17.5%)
75Universal- Beteiligungs- und Servicegesellschaft mbH859,5900.12%$232.5M-36,238 (-4.0%)
76US BANCORP \DE\858,3570.12%$232.0M-51,418 (-5.7%)
77PRINCIPAL FINANCIAL GROUP INC820,7730.12%$221.9M-4,195 (-0.5%)
78JONES FINANCIAL COMPANIES LLLP806,9750.11%$217.7M-45,716 (-5.4%)
79Mariner, LLC803,6140.11%$217.2M-34,288 (-4.1%)
80NEW YORK STATE COMMON RETIREMENT FUND797,6830.11%$215.6M-45,000 (-5.3%)
81Rockefeller Capital Management L.P.793,4380.11%$214.5M+32,720 (+4.3%)
82Corient Private Wealth LP745,8250.11%$201.6M-112,215 (-13.1%)
83FIFTH THIRD BANCORP745,8210.11%$201.6M-18,186 (-2.4%)
84ProShare Advisors LLC738,8200.10%$199.7M-19,712 (-2.6%)
85MACKENZIE FINANCIAL CORP736,1070.10%$199.0M-256,034 (-25.8%)
86CITADEL ADVISORS LLC719,9890.10%$194.6M+476,847 (+196.1%)
87TD Asset Management Inc709,2280.10%$191.7M-676,586 (-48.8%)
88Ensign Peak Advisors, Inc670,6420.09%$181.3M+68,501 (+11.4%)
89Point72 Asset Management, L.P.645,2160.09%$174.4MNEW
90Eurizon Capital SGR S.p.A.641,8760.09%$173.1M+174,619 (+37.4%)
91Focus Partners Wealth639,6780.09%$172.9M+4,622 (+0.7%)
92B. Metzler seel. Sohn & Co. AG631,4070.09%$170.7M-126,073 (-16.6%)
93FLOSSBACH VON STORCH SE622,8330.09%$168.4M+123,671 (+24.8%)
94AVIVA PLC621,7130.09%$168.1M+2,552 (+0.4%)
95Russell Investments Group, Ltd.608,2560.09%$164.1M+40,945 (+7.2%)
96STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM602,1210.09%$162.8M-25,798 (-4.1%)
97GQG Partners LLC601,3830.08%$162.6MNEW
98Baird Financial Group, Inc.584,2040.08%$157.9M-13,900 (-2.3%)
99LAZARD ASSET MANAGEMENT LLC561,3080.08%$151.7M-191,190 (-25.4%)
100VICTORY CAPITAL MANAGEMENT INC559,2860.08%$151.2M-49,109 (-8.1%)
101Aberdeen Group plc551,6420.08%$149.1M+14,817 (+2.8%)
102CIBC WORLD MARKET INC.542,2090.08%$146.6M+110,716 (+25.7%)
103APG Asset Management N.V.535,7230.08%$126.7M+141,648 (+35.9%)
104Bahl & Gaynor LLC525,7830.07%$142.1M-188,019 (-26.3%)
105FIRST MANHATTAN CO. LLC.519,2320.07%$140.4M-21,064 (-3.9%)
106NOMURA ASSET MANAGEMENT CO LTD518,6260.07%$140.2M+53,151 (+11.4%)
107UniSuper Management Pty Ltd518,5900.07%$140.2M+25,690 (+5.2%)
108NEW YORK STATE TEACHERS RETIREMENT SYSTEM518,1820.07%$140.1M-30,396 (-5.5%)
109COMMERCE BANK516,5950.07%$139.6M-3,976 (-0.8%)
110Janney Montgomery Scott LLC499,4920.07%$135.0M+46,212 (+10.2%)
111Cerity Partners LLC489,1180.07%$132.2M-25,977 (-5.0%)
112Stonehage Fleming Financial Services Holdings Ltd485,5500.07%$131.2M-9,013 (-1.8%)
113Quantinno Capital Management LP485,4460.07%$131.2M-38,094 (-7.3%)
114Zurcher Kantonalbank (Zurich Cantonalbank)481,6670.07%$130.2M+29,071 (+6.4%)
115Pictet Asset Management Holding SA481,3770.07%$130.1M-5,559 (-1.1%)
116Cetera Investment Advisers478,9180.07%$129.5M+19,651 (+4.3%)
117STOREBRAND ASSET MANAGEMENT AS467,1190.07%$126.3M+5,378 (+1.2%)
118CINCINNATI FINANCIAL CORP447,6380.06%$121.0M—
119COMMONWEALTH EQUITY SERVICES, LLC446,5380.06%$120.7M-17,034 (-3.7%)
120ADAGE CAPITAL PARTNERS GP, L.L.C.444,7020.06%$120.2M-63,300 (-12.5%)
121TD Waterhouse Canada Inc.441,4430.06%$119.0M-7,810 (-1.7%)
122SUSQUEHANNA INTERNATIONAL GROUP, LLP428,4660.06%$115.8M+149,652 (+53.7%)
123Cambridge Investment Research Advisors, Inc.426,5640.06%$115.3M+215,601 (+102.2%)
124Asset Management One Co., Ltd.425,1840.06%$114.9M+4,511 (+1.1%)
125Treasurer of the State of North Carolina416,9810.06%$112.7M+31,320 (+8.1%)
126Creative Planning414,3580.06%$112.0M-31,483 (-7.1%)
127DAVENPORT & Co LLC410,5170.06%$110.7M+15,152 (+3.8%)
128BNP PARIBAS ASSET MANAGEMENT Holding S.A.406,9400.06%$110.0M+64,296 (+18.8%)
129PRUDENTIAL FINANCIAL INC403,9390.06%$109.2M-64,303 (-13.7%)
130MANUFACTURERS LIFE INSURANCE COMPANY, THE402,3530.06%$108.8M-96,184 (-19.3%)
131Mitsubishi UFJ Trust & Banking Corp400,9640.06%$108.4M+12,340 (+3.2%)
132DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main400,2120.06%$108.2M+799 (+0.2%)
133EVERETT HARRIS & CO /CA/392,0020.06%$106.0M+1,288 (+0.3%)
134OSAIC HOLDINGS, INC.389,4850.06%$105.4M+20,376 (+5.5%)
135CINCINNATI INSURANCE CO389,0000.05%$105.2M—
136Allianz Asset Management GmbH388,5840.05%$105.0M+60,061 (+18.3%)
137TRUIST FINANCIAL CORP382,7750.05%$103.5M-22,456 (-5.5%)
138STATE OF WISCONSIN INVESTMENT BOARD378,7970.05%$102.4M-2,570 (-0.7%)
139DANSKE BANK A/S369,3190.05%$99.8M+9,760 (+2.7%)
140Focused Investors LLC367,8000.05%$99.4M-39,500 (-9.7%)
141PFA Pension, Forsikringsaktieselskab367,3270.05%$99.3M-10,969 (-2.9%)
142CREDIT AGRICOLE S A364,7700.05%$98.6M+6,645 (+1.9%)
143First Financial Bankshares Inc362,6890.05%$98.0M+43,058 (+13.5%)
144Vanguard Investments Australia, Ltd.362,4860.05%$98.0M+7,058 (+2.0%)
145AE Wealth Management LLC357,2060.05%$96.6M+12,420 (+3.6%)
146BROWN BROTHERS HARRIMAN & CO356,4820.05%$96.4M-123,697 (-25.8%)
147Chevy Chase Trust Holdings, LLC356,3240.05%$96.3M-8,010 (-2.2%)
148SCOTIA CAPITAL INC.356,1310.05%$96.3M+24,524 (+7.4%)
149KEYBANK NATIONAL ASSOCIATION/OH355,2820.05%$96.0M-13,791 (-3.7%)
150COMMERZBANK AKTIENGESELLSCHAFT /FI353,8870.05%$95.7M+141,603 (+66.7%)
151Sumitomo Mitsui DS Asset Management Company, Ltd353,3650.05%$95.5M-18,217 (-4.9%)
152Life Cycle Investment Partners Ltd352,4430.05%$95.3M+61,504 (+21.1%)
153RENAISSANCE TECHNOLOGIES LLC351,1360.05%$94.9M-191,628 (-35.3%)
154KLP KAPITALFORVALTNING AS341,5760.05%$92.3M+14,440 (+4.4%)
155BLAIR WILLIAM & CO/IL340,1380.05%$91.9M-8,105 (-2.3%)
156GATES FOUNDATION TRUST334,9000.05%$90.5M—
157ROYAL LONDON ASSET MANAGEMENT LTD332,1020.05%$89.8M-2,838 (-0.8%)
158ZACKS INVESTMENT MANAGEMENT329,8200.05%$89.2M-678 (-0.2%)
159&PARTNERS328,3390.05%$88.8M+17,836 (+5.7%)
160Walleye Capital LLC325,1900.05%$87.9M+86,553 (+36.3%)
161TEACHER RETIREMENT SYSTEM OF TEXAS325,0590.05%$87.9M+20,827 (+6.8%)
162TORONTO DOMINION BANK322,9010.05%$87.3M-1,467 (-0.5%)
163Compagnie Lombard Odier SCmA320,7560.05%$86.7M-4,401 (-1.4%)
164FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND320,1600.05%$86.5M+18,440 (+6.1%)
165AMF Tjanstepension AB319,3600.05%$86.3M—
166Caisse de depot et placement du Quebec314,9530.04%$85.1M+59,045 (+23.1%)
167Fisher Asset Management, LLC314,0720.04%$84.9M+37,836 (+13.7%)
168MENORA MIVTACHIM HOLDINGS LTD.312,1770.04%$84.4M—
169JOHNSON INVESTMENT COUNSEL INC311,4520.04%$84.2M+1,280 (+0.4%)
170GLENMEDE TRUST CO NA301,8650.04%$81.6M-13,715 (-4.3%)
171WEALTH ENHANCEMENT ADVISORY SERVICES, LLC299,9190.04%$81.2M+46,833 (+18.5%)
172Welch & Forbes LLC298,9320.04%$80.8M-5,057 (-1.7%)
173Korea Investment CORP298,6880.04%$80.7M-237,686 (-44.3%)
174Qube Research & Technologies Ltd296,1230.04%$80.0M+111,301 (+60.2%)
175M&T Bank Corp295,7040.04%$79.9M-9,721 (-3.2%)
176REGIONS FINANCIAL CORP290,1020.04%$78.4M-92,201 (-24.1%)
177AGF MANAGEMENT LTD286,9570.04%$77.6M+138,363 (+93.1%)
178DEARBORN PARTNERS LLC283,6740.04%$83.0M+128,699 (+83.0%)
179EP Wealth Advisors, LLC282,6140.04%$76.4M+40,757 (+16.9%)
180FORT WASHINGTON INVESTMENT ADVISORS INC /OH/281,5140.04%$76.1M+49,370 (+21.3%)
181MILLENNIUM MANAGEMENT LLC280,6370.04%$75.9M+27,121 (+10.7%)
182PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO268,8990.04%$72.7M-19,085 (-6.6%)
183HUNTINGTON NATIONAL BANK268,7720.04%$72.7M-6,326 (-2.3%)
184CIBC Asset Management Inc266,6240.04%$72.0M-58,610 (-18.0%)
185CAPTRUST FINANCIAL ADVISORS260,2200.04%$70.3M-17,143 (-6.2%)
186VIRGINIA RETIREMENT SYSTEMS ET Al258,7690.04%$69.9M-6,660 (-2.5%)
187Handelsbanken Fonder AB254,5790.04%$68.8M-11,847 (-4.4%)
188Clark Capital Management Group, Inc.252,2160.04%$68.2M+2,591 (+1.0%)
189Swiss Life Asset Management Ltd251,7500.04%$68.1M+6,800 (+2.8%)
190Haverford Trust Co249,5680.04%$67.5M-1,769 (-0.7%)
191State of Tennessee, Department of Treasury248,3960.04%$67.1M-1,764 (-0.7%)
192STRS OHIO244,3870.03%$66.1M-14,164 (-5.5%)
193Resona Asset Management Co.,Ltd.243,6050.03%$65.7M-16,364 (-6.3%)
194Skandinaviska Enskilda Banken AB (publ)240,0000.03%$64.9M-240,000 (-50.0%)
195Nykredit A/S239,5000.03%$64.7MNEW
196Epoch Investment Partners, Inc.237,6210.03%$64.2M+27,956 (+13.3%)
197Midwest Trust Co237,5150.03%$64.2M+9,945 (+4.4%)
198JUPITER ASSET MANAGEMENT LTD235,5900.03%$62.5M-13,064 (-5.3%)
199Tredje AP-fonden235,4380.03%$63.6M+28,065 (+13.5%)
200FIRST TRUST ADVISORS LP234,7660.03%$63.5M+8,601 (+3.8%)
201PINEBRIDGE INVESTMENTS LLC231,2460.03%$62.5M+142,662 (+161.0%)
202State of New Jersey Common Pension Fund D229,9620.03%$62.2M-14,040 (-5.8%)
203Advisors Capital Management, LLC228,5540.03%$61.8M+6,926 (+3.1%)
204JENSEN INVESTMENT MANAGEMENT INC225,5700.03%$61.0M-50,692 (-18.3%)
205Lansforsakringar Fondforvaltning AB (publ)225,1170.03%$60.9M-13,438 (-5.6%)
206Welch Group, LLC224,8050.03%$60.8M+9,731 (+4.5%)
207Man Group plc224,0190.03%$60.6M+171,000 (+322.5%)
208J. Safra Sarasin Holding AG222,1650.03%$67.8M+6,038 (+2.8%)
209Bank Julius Baer & Co. Ltd, Zurich217,1490.03%$58.6M+13,528 (+6.6%)
210SEI INVESTMENTS CO215,4450.03%$58.2M-6,616 (-3.0%)
211DONALDSON CAPITAL MANAGEMENT, LLC211,8090.03%$57.3M+570 (+0.3%)
212Daiwa Securities Group Inc.208,2690.03%$56.3M+1,357 (+0.7%)
213BANK OF NOVA SCOTIA207,2310.03%$56.0M-107,894 (-34.2%)
214Mn Services Vermogensbeheer B.V.206,9990.03%$56.0M-69,700 (-25.2%)
215ING GROEP NV205,7900.03%$55.6M-199,285 (-49.2%)
216LORD, ABBETT & CO. LLC205,3640.03%$55.5M+54 (+0.0%)
217Kestra Advisory Services, LLC204,5860.03%$55.3M-14,655 (-6.7%)
218NICHOLAS COMPANY, INC.203,9200.03%$55.1M+1,715 (+0.8%)
219NISA INVESTMENT ADVISORS, LLC203,3770.03%$55.0M-7,112 (-3.4%)
220NORDEA INVESTMENT MANAGEMENT AB202,5690.03%$54.6M-183,354 (-47.5%)
221Czech National Bank202,2370.03%$54.7M+8,285 (+4.3%)
222Vest Financial, LLC198,7280.03%$53.7M-4,248 (-2.1%)
223Sanctuary Advisors, LLC198,5680.03%$53.7M+23,601 (+13.5%)
224ATALANTA SOSNOFF CAPITAL, LLC197,4070.03%$53.4M-80,483 (-29.0%)
225ARIZONA STATE RETIREMENT SYSTEM197,1220.03%$53.3M+2,005 (+1.0%)
226Hook Mill Capital Partners, LP196,9900.03%$53.2M+114,494 (+138.8%)
227OLD REPUBLIC INTERNATIONAL CORP196,1500.03%$53.0M—
228MILLER HOWARD INVESTMENTS INC /NY195,8480.03%$52.9MNEW
229LGT Group Foundation194,4020.03%$52.5M+34,790 (+21.8%)
230Capstone Financial Advisors, Inc.193,1830.03%$52.2M-1,231 (-0.6%)
231Allspring Global Investments Holdings, LLC187,9140.03%$50.6M+15,945 (+9.3%)
232GUGGENHEIM CAPITAL LLC187,5890.03%$50.7M+4,511 (+2.5%)
233BANK OF HAWAII185,8660.03%$50.2M-34 (-0.0%)
234MERCER GLOBAL ADVISORS INC /ADV183,8490.03%$49.7M+4,841 (+2.7%)
235STATE OF MICHIGAN RETIREMENT SYSTEM181,9150.03%$49.2M-4,100 (-2.2%)
236HM PAYSON & CO179,7700.03%$48.6M-11,528 (-6.0%)
237MAI Capital Management179,7490.03%$48.6M+14,927 (+9.1%)
238BENJAMIN EDWARDS INC175,9850.02%$47.6M-46,060 (-20.7%)
239Calamos Advisors LLC175,0000.02%$47.3M-9,177 (-5.0%)
240Mirae Asset Global Investments Co., Ltd.172,7160.02%$46.7M+10,568 (+6.5%)
241SMITH CHAS P & ASSOCIATES PA CPAS171,6860.02%$46.4M-417 (-0.2%)
242Waverly Advisors, LLC169,6760.02%$45.9M+47,943 (+39.4%)
243BRADLEY FOSTER & SARGENT INC/CT166,1690.02%$44.9M+64 (+0.0%)
244DNB Asset Management AS164,3650.02%$44.4M+2,930 (+1.8%)
245MML INVESTORS SERVICES, LLC164,2000.02%$44.4M+20,853 (+14.5%)
246MetLife Investment Management, LLC162,5430.02%$43.9M-5,730 (-3.4%)
247Steward Partners Investment Advisory, LLC162,5410.02%$43.9M-121,001 (-42.7%)
248VOYA INVESTMENT MANAGEMENT LLC159,7440.02%$43.2M+5,213 (+3.4%)
249NewEdge Advisors, LLC158,9370.02%$43.0M-103,620 (-39.5%)
250IFM Investors Pty Ltd157,2740.02%$42.5M+16,997 (+12.1%)
Exited since 2026-03-31 (300 filers; largest 25 shown)
Alyeska Investment Group, L.P.−755,777
JANUS HENDERSON GROUP PLC−701,199
Ilex Capital Partners (UK) LLP−601,532
MAVERICK CAPITAL LTD−294,100
Freestone Grove Partners LP−290,178
Cartenna Capital, LP−220,000
Zurich Insurance Group Ltd/FI−183,259
Nearwater Capital Markets, Ltd−109,000
WESTWOOD HOLDINGS GROUP INC−99,819
CWM, LLC−92,030
ACADIAN ASSET MANAGEMENT LLC−82,315
HRT FINANCIAL LP−82,147
TWO SIGMA INVESTMENTS, LP−76,861
Troy Asset Management Ltd−71,876
U.S. Capital Wealth Advisors, LLC−62,824
Evelyn Partners Investment Management LLP−58,788
MIRAE ASSET SECURITIES (USA) INC.−50,465
Vantage Investment Partners, LLC−47,035
Evelyn Partners Investment Management Services Ltd−43,916
FARMERS TRUST CO−40,279
CANANDAIGUA NATIONAL CORP−33,499
Leo Wealth, LLC−29,070
Longbow Finance SA−22,885
Brooklyn Investment Group−22,602
GILDER GAGNON HOWE & CO LLC−21,757

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
STATE STREET CORPORATIONSCHEDULE 13G2026-08-072026-06-3036,120,2585.1%
JPMORGAN CHASE & CO.SCHEDULE 13G/A2026-07-222026-06-3030,960,2534.3%
JPMORGAN CHASE & COSCHEDULE 13G2026-05-132026-03-3136,914,4185.1%
Vanguard Capital ManagementSCHEDULE 13G2026-04-302026-03-3153,486,4157.52%
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.