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.

TRICO BANCSHARES /

CIK 0000356171TCBK· quarter ending 2026-06-30

Shares outstanding

31,966,630

as of 2026-08-05 · 10-Q cover page, filed 2026-08-07

Held by 13F filers

23,154,340

72.4% of shares outstanding

Holders

212

+17 vs 2026-03-31 · 30 new, 13 exited

Value

$1.2B

shares +3.1% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-07, as of 2026-08-05)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	TCBK · NASDAQ	31,966,630	23,154,340	72.4%	212	896095106

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
	896095106	COM	212	23,154,340	31,966,630	72.4%	$1.2B	—	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.

Top holders (212 of 212 · 896095106)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	FMR LLC	2,811,996	8.80%	$151.4M	-78,252 (-2.7%)
2	BlackRock, Inc.	2,547,758	7.97%	$137.2M	+155,300 (+6.5%)
3	DIMENSIONAL FUND ADVISORS LP	1,728,348	5.41%	$93.1M	+31,885 (+1.9%)
4	FRANKLIN RESOURCES INC	1,657,951	5.19%	$89.3M	+8,051 (+0.5%)
5	VANGUARD CAPITAL MANAGEMENT LLC	1,256,135	3.93%	$67.6M	-19,372 (-1.5%)
6	Davis Asset Management, L.P.	1,046,900	3.27%	$56.4M	—
7	STATE STREET CORP	997,539	3.12%	$53.7M	+30,964 (+3.2%)
8	GEODE CAPITAL MANAGEMENT, LLC	829,277	2.59%	$44.7M	+28,271 (+3.5%)
9	North Reef Capital Management LP	667,061	2.09%	$35.9M	+293,920 (+78.8%)
10	ALLIANCEBERNSTEIN L.P.	643,276	2.01%	$30.6M	+46,071 (+7.7%)
11	VANGUARD PORTFOLIO MANAGEMENT LLC	470,761	1.47%	$25.4M	+16,198 (+3.6%)
12	AMERICAN CENTURY COMPANIES INC	448,215	1.40%	$24.1M	-5,809 (-1.3%)
13	MANUFACTURERS LIFE INSURANCE COMPANY, THE	418,304	1.31%	$22.5M	-2,880 (-0.7%)
14	TWO SIGMA INVESTMENTS, LP	377,707	1.18%	$20.3M	+103,499 (+37.7%)
15	Curi Capital, LLC	373,947	1.17%	$20.1M	+21,191 (+6.0%)
16	GOLDMAN SACHS GROUP INC	363,510	1.14%	$19.6M	-56,832 (-13.5%)
17	NORTHERN TRUST CORP	357,331	1.12%	$19.2M	+11,051 (+3.2%)
18	Bolthouse Investments, LLC	353,718	1.11%	$19.0M	—
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	342,199	1.07%	$18.4M	-14,690 (-4.1%)
20	SCHRODER INVESTMENT MANAGEMENT GROUP	296,927	0.93%	$15.8M	+41,314 (+16.2%)
21	JPMORGAN CHASE & CO	267,009	0.84%	$14.3M	+3,518 (+1.3%)
22	Qube Research & Technologies Ltd	250,293	0.78%	$13.5M	-6,808 (-2.6%)
23	HEARTLAND ADVISORS INC	250,000	0.78%	$13.5M	—
24	VANGUARD FIDUCIARY TRUST CO	206,981	0.65%	$11.1M	+2,130 (+1.0%)
25	CRAWFORD INVESTMENT COUNSEL INC	175,498	0.55%	$9.5M	-1,409 (-0.8%)
26	RENAISSANCE TECHNOLOGIES LLC	161,067	0.50%	$8.7M	+4,124 (+2.6%)
27	Bank of New York Mellon Corp	155,587	0.49%	$8.4M	+2,460 (+1.6%)
28	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	137,981	0.43%	$7.4M	—
29	AQR CAPITAL MANAGEMENT LLC	137,611	0.43%	$7.4M	-8,336 (-5.7%)
30	Allworth Financial LP	129,979	0.41%	$7.0M	+2,134 (+1.7%)
31	SWEENEY & MICHEL, LLC	126,608	0.40%	$7.3M	+526 (+0.4%)
32	MERCER GLOBAL ADVISORS INC /ADV	114,388	0.36%	$6.2M	-32,118 (-21.9%)
33	RICE HALL JAMES & ASSOCIATES, LLC	114,288	0.36%	$6.2M	+19,064 (+20.0%)
34	ACADIAN ASSET MANAGEMENT LLC	101,486	0.32%	$5.5M	NEW
35	Russell Investments Group, Ltd.	92,620	0.29%	$5.0M	+25,413 (+37.8%)
36	MORGAN STANLEY	90,248	0.28%	$4.9M	-3,882 (-4.1%)
37	Creative Planning	88,346	0.28%	$4.8M	+7,680 (+9.5%)
38	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	85,878	0.27%	$4.6M	-9,736 (-10.2%)
39	BANK OF AMERICA CORP /DE/	82,746	0.26%	$4.5M	-3,996 (-4.6%)
40	Trexquant Investment LP	82,472	0.26%	$4.4M	+8,385 (+11.3%)
41	LPL Financial LLC	74,828	0.23%	$4.0M	-171 (-0.2%)
42	Nuveen, LLC	73,021	0.23%	$3.9M	+6,705 (+10.1%)
43	JACOBS ASSET MANAGEMENT, LLC	68,428	0.21%	$3.7M	-6,572 (-8.8%)
44	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	67,773	0.21%	$3.6M	-34,500 (-33.7%)
45	SG Americas Securities, LLC	67,763	0.21%	$3.6M	-1,463 (-2.1%)
46	FIRST TRUST ADVISORS LP	67,261	0.21%	$3.6M	+6,622 (+10.9%)
47	Point72 Asset Management, L.P.	65,139	0.20%	$3.5M	-1,050 (-1.6%)
48	Swiss National Bank	59,700	0.19%	$3.2M	-1,400 (-2.3%)
49	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	56,638	0.18%	$3.0M	-1,162 (-2.0%)
50	DEPRINCE RACE & ZOLLO INC	56,154	0.18%	$3.0M	-14,070 (-20.0%)
51	PRICE T ROWE ASSOCIATES INC /MD/	54,662	0.17%	$2.9M	+8,398 (+18.2%)
52	CITADEL ADVISORS LLC	53,647	0.17%	$2.9M	+20,982 (+64.2%)
53	UBS Group AG	50,076	0.16%	$2.7M	-4,800 (-8.7%)
54	San Luis Wealth Advisors LLC	49,454	0.15%	$2.7M	+11,939 (+31.8%)
55	STIFEL FINANCIAL CORP	46,887	0.15%	$2.5M	+326 (+0.7%)
56	RHUMBLINE ADVISERS	44,028	0.14%	$2.4M	+171 (+0.4%)
57	Chico Wealth RIA	43,654	0.14%	$2.4M	—
58	Campbell & CO Investment Adviser LLC	42,508	0.13%	$2.3M	+8,641 (+25.5%)
59	Connor, Clark & Lunn Investment Management Ltd.	39,951	0.12%	$2.2M	+2,956 (+8.0%)
60	BRIDGEWAY CAPITAL MANAGEMENT, LLC	36,800	0.12%	$2.0M	—
61	WestHill Financial Advisors, Inc.	35,950	0.11%	$1.9M	NEW
62	Invesco Ltd.	35,064	0.11%	$1.9M	-2,078 (-5.6%)
63	DEUTSCHE BANK AG\	32,665	0.10%	$1.8M	+1,299 (+4.1%)
64	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	31,768	0.10%	$1.7M	-952 (-2.9%)
65	PRUDENTIAL FINANCIAL INC	28,840	0.09%	$1.6M	+15,750 (+120.3%)
66	MILLENNIUM MANAGEMENT LLC	27,836	0.09%	$1.5M	+22,843 (+457.5%)
67	WELLS FARGO & COMPANY/MN	27,818	0.09%	$1.5M	+13,699 (+97.0%)
68	Thrivent Financial for Lutherans	27,709	0.09%	$1.5M	NEW
69	SEI INVESTMENTS CO	27,611	0.09%	$1.5M	+5,890 (+27.1%)
70	CITIGROUP INC	26,381	0.08%	$1.4M	+8,618 (+48.5%)
71	Legal & General Group Plc	24,842	0.08%	$1.3M	+2,505 (+11.2%)
72	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	24,571	0.08%	$1.3M	NEW
73	D. E. Shaw & Co., Inc.	23,124	0.07%	$1.2M	+13,296 (+135.3%)
74	J. L. Bainbridge & Co., Inc.	23,000	0.07%	$1.2M	—
75	Balyasny Asset Management L.P.	21,716	0.07%	$1.2M	+4,584 (+26.8%)
76	HANTZ FINANCIAL SERVICES, INC.	21,092	0.07%	$1.1M	+1,809 (+9.4%)
77	Squarepoint Ops LLC	20,777	0.06%	$1.1M	+9,562 (+85.3%)
78	GSA CAPITAL PARTNERS LLP	20,423	0.06%	$1.1M	+4,536 (+28.6%)
79	DARK FOREST CAPITAL MANAGEMENT LP	19,832	0.06%	$1.1M	+9,458 (+91.2%)
80	VANGUARD ASSET MANAGEMENT, Ltd	19,353	0.06%	$1.0M	—
81	Ridgewood Investments LLC	18,651	0.06%	$1.0M	-412 (-2.2%)
82	XTX Topco Ltd	17,998	0.06%	$969K	+6,529 (+56.9%)
83	MetLife Investment Management, LLC	17,487	0.05%	$942K	+1,188 (+7.3%)
84	HSBC HOLDINGS PLC	17,400	0.05%	$928K	-13,353 (-43.4%)
85	Vanguard Global Advisers, LLC	16,782	0.05%	$904K	+371 (+2.3%)
86	Quantinno Capital Management LP	16,204	0.05%	$873K	+5,368 (+49.5%)
87	INCEPTIONR LLC	15,379	0.05%	$828K	NEW
88	IRONWOOD INVESTMENT MANAGEMENT LLC	14,611	0.05%	$787K	—
89	SUSQUEHANNA INTERNATIONAL GROUP, LLP	14,315	0.04%	$771K	-31,683 (-68.9%)
90	Jupiter Topco LLC	13,970	0.04%	$753K	NEW
91	Cerity Partners LLC	13,907	0.04%	$749K	-1,142 (-7.6%)
92	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	13,757	0.04%	$741K	-454 (-3.2%)
93	TEACHER RETIREMENT SYSTEM OF TEXAS	13,696	0.04%	$738K	+602 (+4.6%)
94	IEQ CAPITAL, LLC	13,178	0.04%	$710K	-1,892 (-12.6%)
95	BARCLAYS PLC	12,919	0.04%	$696K	-841 (-6.1%)
96	Engineers Gate Manager LP	12,446	0.04%	$670K	-418 (-3.2%)
97	Zurcher Kantonalbank (Zurich Cantonalbank)	12,378	0.04%	$667K	—
98	Freestone Capital Holdings, LLC	12,116	0.04%	$652K	—
99	Krilogy Financial LLC	11,669	0.04%	$628K	+19 (+0.2%)
100	marrick wealth, LLC	11,438	0.04%	$616K	-4,976 (-30.3%)
101	Graham Capital Management, L.P.	11,405	0.04%	$614K	NEW
102	Rafferty Asset Management, LLC	11,337	0.04%	$610K	-4,289 (-27.4%)
103	Atom Investors LP	10,952	0.03%	$590K	NEW
104	NEW YORK STATE COMMON RETIREMENT FUND	10,848	0.03%	$584K	—
105	Brevan Howard Capital Management LP	10,750	0.03%	$579K	+4,602 (+74.9%)
106	Vanguard Investments Australia, Ltd.	10,322	0.03%	$556K	—
107	Quantbot Technologies LP	9,788	0.03%	$527K	+9,665 (+7857.7%)
108	ASSETMARK, INC	9,697	0.03%	$522K	—
109	Schonfeld Strategic Advisors LLC	8,916	0.03%	$480K	NEW
110	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	8,816	0.03%	$475K	—
111	MARTINGALE ASSET MANAGEMENT L P	8,516	0.03%	$459K	NEW
112	Police & Firemen's Retirement System of New Jersey	8,451	0.03%	$455K	—
113	ARIZONA STATE RETIREMENT SYSTEM	8,206	0.03%	$442K	-277 (-3.3%)
114	SITTNER & NELSON, LLC	7,932	0.02%	$427K	—
115	Mariner, LLC	7,911	0.02%	$426K	-4,941 (-38.4%)
116	Odyssean, LLC	7,831	0.02%	$422K	—
117	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	7,497	0.02%	$404K	—
118	BNP PARIBAS FINANCIAL MARKETS	7,452	0.02%	$401K	-1,178 (-13.7%)
119	MQS Management LLC	7,432	0.02%	$400K	-3,721 (-33.4%)
120	Aquatic Capital Management LLC	7,066	0.02%	$381K	NEW
121	Legato Capital Management LLC	7,054	0.02%	$380K	NEW
122	Integrated Quantitative Investments LLC	7,054	0.02%	$380K	NEW
123	INTECH INVESTMENT MANAGEMENT LLC	6,719	0.02%	$362K	-769 (-10.3%)
124	Round Rock Advisors LLC	6,685	0.02%	$360K	NEW
125	KLP KAPITALFORVALTNING AS	6,600	0.02%	$355K	—
126	Barnes Wealth Management Group, Inc	6,588	0.02%	$355K	—
127	OCCUDO QUANTITATIVE STRATEGIES LP	6,458	0.02%	$348K	NEW
128	MARSHALL WACE, LLP	6,318	0.02%	$340K	NEW
129	VOYA INVESTMENT MANAGEMENT LLC	6,316	0.02%	$340K	+533 (+9.2%)
130	Handelsbanken Fonder AB	6,300	0.02%	$339K	—
131	RAYMOND JAMES FINANCIAL INC	6,208	0.02%	$334K	—
132	EntryPoint Capital, LLC	6,163	0.02%	$332K	—
133	AMERIPRISE FINANCIAL INC	6,154	0.02%	$331K	-23,787 (-79.4%)
134	BROWN BROTHERS HARRIMAN & CO	5,849	0.02%	$315K	—
135	COMMONWEALTH EQUITY SERVICES, LLC	5,698	0.02%	$307K	-801 (-12.3%)
136	TWO SIGMA SECURITIES, LLC	5,558	0.02%	$299K	-1,578 (-22.1%)
137	ENVESTNET ASSET MANAGEMENT INC	5,495	0.02%	$296K	NEW
138	Round Hill Asset Management	5,412	0.02%	$291K	—
139	Man Group plc	5,001	0.02%	$269K	NEW
140	Kingsview Wealth Management, LLC	4,829	0.02%	$260K	+142 (+3.0%)
141	Ballentine Partners, LLC	4,705	0.01%	$253K	—
142	Pictet Asset Management Holding SA	4,645	0.01%	$250K	—
143	HOHIMER WEALTH MANAGEMENT, LLC	4,588	0.01%	$247K	+19 (+0.4%)
144	Savant Capital, LLC	4,441	0.01%	$225K	NEW
145	DRW Securities, LLC	4,297	0.01%	$231K	NEW
146	STATE OF WISCONSIN INVESTMENT BOARD	4,019	0.01%	$216K	NEW
147	Aigen Investment Management, LP	3,939	0.01%	$212K	NEW
148	ProShare Advisors LLC	3,927	0.01%	$211K	-131,676 (-97.1%)
149	QUADRANT CAPITAL GROUP LLC	3,885	0.01%	$209K	—
150	Fermata Advisors, LLC	3,877	0.01%	$209K	NEW
151	Golden State Wealth Management, LLC	3,753	0.01%	$202K	+18 (+0.5%)
152	ROYAL BANK OF CANADA	3,737	0.01%	$201K	+997 (+36.4%)
153	Tower Research Capital LLC (TRC)	2,957	0.01%	$159K	+1,459 (+97.4%)
154	CANADA LIFE ASSURANCE Co	2,947	0.01%	$158K	—
155	Ameritas Investment Partners, Inc.	2,723	0.01%	$147K	+191 (+7.5%)
156	CALDWELL SUTTER CAPITAL, INC.	2,102	0.01%	$113K	—
157	OSAIC HOLDINGS, INC.	1,571	0.00%	$85K	-1,358 (-46.4%)
158	KBC Group NV	1,532	0.00%	$82K	—
159	FEDERATED HERMES, INC.	1,522	0.00%	$82K	-497 (-24.6%)
160	State of Alaska, Department of Revenue	1,398	0.00%	$75K	—
161	NISA INVESTMENT ADVISORS, LLC	1,162	0.00%	$63K	+914 (+368.5%)
162	Mirae Asset Global Investments Co., Ltd.	1,038	0.00%	$56K	NEW
163	PNC Financial Services Group, Inc.	939	0.00%	$51K	—
164	Arax Advisory Partners	933	0.00%	$50K	+875 (+1508.6%)
165	ABOUND FINANCIAL, LLC	908	0.00%	$49K	—
166	Parallel Advisors, LLC	781	0.00%	$42K	-659 (-45.8%)
167	Farther Finance Advisors, LLC	718	0.00%	$39K	+7 (+1.0%)
168	Larson Financial Group LLC	681	0.00%	$37K	+30 (+4.6%)
169	Mitsubishi UFJ Asset Management Co., Ltd.	664	0.00%	$36K	—
170	HUNTINGTON NATIONAL BANK	663	0.00%	$36K	-7 (-1.0%)
171	Sterling Capital Management LLC	605	0.00%	$33K	-399 (-39.7%)
172	Longview Financial Advisors LLC	511	0.00%	$28K	—
173	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	481	0.00%	$26K	-3,531 (-88.0%)
174	JONES FINANCIAL COMPANIES LLLP	459	0.00%	$25K	+271 (+144.1%)
175	SIGNATUREFD, LLC	452	0.00%	$24K	—
176	US BANCORP \DE\	432	0.00%	$23K	+20 (+4.9%)
177	Pinnacle Wealth Planning Services, Inc.	420	0.00%	$23K	—
178	HOERTKORN RICHARD CHARLES	355	0.00%	$19K	—
179	GAMMA Investing LLC	262	0.00%	$14K	-292 (-52.7%)
180	EverSource Wealth Advisors, LLC	249	0.00%	$13K	-212 (-46.0%)
181	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	226	0.00%	$12K	NEW
182	CREATIVE FINANCIAL DESIGNS INC /ADV	211	0.00%	$11K	—
183	WHITTIER TRUST CO OF NEVADA INC	211	0.00%	$11K	—
184	Smartleaf Asset Management LLC	201	0.00%	$11K	—
185	IFP Advisors, Inc	197	0.00%	$11K	—
186	Versant Capital Management, Inc	183	0.00%	$10K	—
187	Optiver Holding B.V.	152	0.00%	$8K	+48 (+46.2%)
188	ROTHSCHILD INVESTMENT LLC	109	0.00%	$6K	+14 (+14.7%)
189	DANSKE BANK A/S	100	0.00%	$5K	—
190	Bare Financial Services, Inc	92	0.00%	$5K	+47 (+104.4%)
191	TOKIO MARINE ASSET MANAGEMENT CO LTD	86	0.00%	$5K	NEW
192	HARBOUR INVESTMENTS, INC.	81	0.00%	$4K	—
193	Clearstead Advisors, LLC	78	0.00%	$4K	NEW
194	WHITTIER TRUST CO	70	0.00%	$4K	—
195	Silver Grove Financial Group, Inc.	65	0.00%	$4K	NEW
196	Essential Partners LLC	65	0.00%	$4K	—
197	True Wealth Design, LLC	58	0.00%	$3K	—
198	BESSEMER GROUP INC	48	0.00%	$3K	—
199	Quarry LP	46	0.00%	$2K	—
200	Torren Management, LLC	43	0.00%	$2K	—
201	LOS ANGELES CAPITAL MANAGEMENT LLC	39	0.00%	$2K	-20 (-33.9%)
202	FIDUCIARY FINANCIAL ADVISORS	24	0.00%	$1K	NEW
203	SJS Investment Consulting Inc.	21	0.00%	$1K	+20 (+2000.0%)
204	Basecamp Wealth Advisors LLC	18	0.00%	$969	—
205	Covestor Ltd	16	0.00%	$1K	+8 (+100.0%)
206	Vanguard National Trust Co	15	0.00%	$808	—
207	Hughes Financial Services, LLC	13	0.00%	$700	—
208	SIMPLEX TRADING, LLC	7	0.00%	$376	-1 (-12.5%)
209	Caitong International Asset Management Co., Ltd	6	0.00%	$323	+1 (+20.0%)
210	Stone House Investment Management, LLC	3	0.00%	$162	—
211	JFS WEALTH ADVISORS, LLC	2	0.00%	$108	—
212	Keating Financial Advisory Services, Inc.	1	0.00%	$54	NEW

Exited since 2026-03-31 (13 filers; largest 13 shown)

JANE STREET GROUP, LLC	−51,900
HRT FINANCIAL LP	−32,240
JACOBS LEVY EQUITY MANAGEMENT, INC	−31,808
Y-Intercept (Hong Kong) Ltd	−15,528
JANUS HENDERSON GROUP PLC	−13,970
ExodusPoint Capital Management, LP	−8,542
Virtu Financial LLC	−5,229
CWM, LLC	−3,276
STRS OHIO	−300
MAI Capital Management	−57
Root Financial Partners, LLC	−49
Sunbelt Securities, Inc.	−14
TWIN PEAKS WEALTH ADVISORS, LLC	−2

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
Charles B. Johnson	SCHEDULE 13G	2026-04-29	2026-03-31	0	0%
FRANKLIN MUTUAL ADVISERS LLC	SCHEDULE 13G	2026-04-29	2026-03-31	1,629,127	5.1%
Franklin Resources, Inc.	SCHEDULE 13G	2026-04-29	2026-03-31	1,649,900	5.1%
Rupert H. Johnson, Jr.	SCHEDULE 13G	2026-04-29	2026-03-31	0	0%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
Franklin Mutual Advisers, LLC	SCHEDULE 13G/A	2026-01-29	2025-12-31	1,616,458	4.97%
Dimensional Fund Advisors LP	SCHEDULE 13G	2025-04-15	2025-03-31	1,662,958	5%
Abigail P. Johnson	SCHEDULE 13G/A	2025-02-12	2024-12-31	2,889,943	8.8%
FMR LLC	SCHEDULE 13G/A	2025-02-12	2024-12-31	2,889,943	8.8%

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.