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.

FEDERATED HERMES, INC.

CIK 0001056288FHI· quarter ending 2026-06-30
Shares outstanding
74,660,281
Held by 13F filers
66,546,701
89.1% of Common Class B
Holders
392
-8 vs 2026-03-31 · 46 new, 54 exited
Value
$3.7B
shares +1.6% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-07-31, as of 2026-07-24)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common Class Anot listed9,000——
Common Class BFHI · NYSE74,651,28166,546,70189.1%392314211103

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
314211103CL B39266,546,70174,651,28189.1%$3.7B1 call / 0 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 392 · 314211103)

change vs 2026-03-31
#FilerShares% of classValueChange
1BlackRock, Inc.6,043,9148.10%$333.7M+119,758 (+2.0%)
2FMR LLC4,663,9006.25%$257.5M+78,435 (+1.7%)
3VANGUARD PORTFOLIO MANAGEMENT LLC4,397,2555.89%$242.8M-206,710 (-4.5%)
4Schneider Downs Wealth Management Advisors, LP3,551,5784.76%$196.1M+823,700 (+30.2%)
5VANGUARD CAPITAL MANAGEMENT LLC3,194,5374.28%$176.4M-35,904 (-1.1%)
6LSV ASSET MANAGEMENT2,867,0283.84%$158.3M-15,201 (-0.5%)
7FULLER & THALER ASSET MANAGEMENT, INC.2,670,0773.58%$147.4M+22,351 (+0.8%)
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,646,9423.55%$146.2M+142,809 (+5.7%)
9Invesco Ltd.2,523,0703.38%$139.3M+299,115 (+13.4%)
10AQR CAPITAL MANAGEMENT LLC2,460,9453.30%$135.9M-122,502 (-4.7%)
11DIMENSIONAL FUND ADVISORS LP2,265,1743.03%$125.1M+16,974 (+0.8%)
12STATE STREET CORP1,852,2892.48%$102.3M+48,771 (+2.7%)
13GEODE CAPITAL MANAGEMENT, LLC1,692,7742.27%$93.5M+67,526 (+4.2%)
14Allianz Asset Management GmbH1,534,9382.06%$84.8M+54,047 (+3.6%)
15FIRST TRUST ADVISORS LP1,198,3481.61%$66.2M+581,750 (+94.3%)
16ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,174,1791.57%$64.8M+359,955 (+44.2%)
17VICTORY CAPITAL MANAGEMENT INC1,151,1441.54%$63.6M-135,672 (-10.5%)
18Woodline Partners LP1,070,4891.43%$59.1M+312,923 (+41.3%)
19CITADEL ADVISORS LLC982,7251.32%$54.3M+950,943 (+2992.1%)
20GOLDMAN SACHS GROUP INC879,1731.18%$48.5M+366,037 (+71.3%)
21MORGAN STANLEY869,4061.16%$48.0M+126,578 (+17.0%)
22Bank of New York Mellon Corp617,7950.83%$34.1M-36,583 (-5.6%)
23JUPITER ASSET MANAGEMENT LTD582,4530.78%$32.2M-4,253 (-0.7%)
24ALLIANCEBERNSTEIN L.P.545,4210.73%$30.9M+32,751 (+6.4%)
25SPROTT INC.513,8850.69%$28.4M—
26Kestra Advisory Services, LLC472,3770.63%$26.1M-13,350 (-2.7%)
27BANK OF AMERICA CORP /DE/460,6230.62%$25.4M+24,726 (+5.7%)
28NORTHERN TRUST CORP451,0250.60%$24.9M-18,383 (-3.9%)
29VANGUARD FIDUCIARY TRUST CO448,4550.60%$24.8M-1,831 (-0.4%)
30AMERIPRISE FINANCIAL INC438,9860.59%$24.2M-38,790 (-8.1%)
31Vestcor Inc397,8710.53%$22.0M-54,175 (-12.0%)
32FOUNDATION RESOURCE MANAGEMENT INC380,1170.51%$21.0M-6,869 (-1.8%)
33HighTower Advisors, LLC376,8420.50%$20.8M-28,682 (-7.1%)
34RENAISSANCE TECHNOLOGIES LLC329,3000.44%$18.2M+33,200 (+11.2%)
35ROYCE & ASSOCIATES LP304,7190.41%$16.8M—
36UBS Group AG302,2960.40%$16.7M-86,189 (-22.2%)
37ALPS ADVISORS INC273,2950.37%$15.1M+7,957 (+3.0%)
38JPMORGAN CHASE & CO255,5070.34%$14.6M-81,754 (-24.2%)
39MERCER GLOBAL ADVISORS INC /ADV250,8660.34%$13.9M+81,922 (+48.5%)
40HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC246,3700.33%$13.6M+4,350 (+1.8%)
41FRANKLIN RESOURCES INC207,7480.28%$11.5M-14,416 (-6.5%)
42O'SHAUGHNESSY ASSET MANAGEMENT, LLC191,6610.26%$10.6M+15,539 (+8.8%)
43AMERICAN CENTURY COMPANIES INC168,1520.23%$9.3M+41,452 (+32.7%)
44Universal- Beteiligungs- und Servicegesellschaft mbH167,1870.22%$9.2M-9,049 (-5.1%)
45PRINCIPAL FINANCIAL GROUP INC163,6500.22%$9.0M+709 (+0.4%)
46Cambria Investment Management, L.P.162,1730.22%$9.0M+5,496 (+3.5%)
47Interval Partners, LP159,3320.21%$8.8M+94,096 (+144.2%)
48SCHRODER INVESTMENT MANAGEMENT GROUP155,2980.21%$8.8M+3,201 (+2.1%)
49UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC148,9240.20%$8.2M-4,645 (-3.0%)
50BNP PARIBAS ASSET MANAGEMENT Holding S.A.147,0560.20%$8.1M-5,902 (-3.9%)
51Swiss National Bank144,5170.19%$8.0M-800 (-0.6%)
52SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC136,0510.18%$7.5M+73,718 (+118.3%)
53TEACHER RETIREMENT SYSTEM OF TEXAS130,4780.17%$7.2M-11,383 (-8.0%)
54RHUMBLINE ADVISERS126,7640.17%$7.0M-1,328 (-1.0%)
55LPL Financial LLC125,8450.17%$6.9M+8,585 (+7.3%)
56Clark Capital Management Group, Inc.124,4490.17%$6.9M+10,030 (+8.8%)
57Kendall Capital Management122,1100.16%$6.7M+25,735 (+26.7%)
58HUNTINGTON NATIONAL BANK119,1440.16%$6.6M-6,157 (-4.9%)
59BI Asset Management Fondsmaeglerselskab A/S117,6390.16%$6.5M-27,032 (-18.7%)
60RITHOLTZ WEALTH MANAGEMENT112,7920.15%$6.2M+8,952 (+8.6%)
61CONTINENTAL ADVISORS LLC112,3590.15%$6.2M-4,000 (-3.4%)
62Ruffer LLP111,6520.15%$6.2M+28,743 (+34.7%)
63Qube Research & Technologies Ltd108,9740.15%$6.0M-178,692 (-62.1%)
64Legal & General Group Plc104,3050.14%$5.8M-3,023 (-2.8%)
65BURNEY CO/102,3630.14%$5.7M-24,351 (-19.2%)
66Vident Advisory, LLC101,4160.14%$5.6M+5,245 (+5.5%)
67TWO SIGMA INVESTMENTS, LP96,1680.13%$5.3M-347,694 (-78.3%)
68FIRST NATIONAL BANK OF OMAHA93,0360.12%$5.3M-5,219 (-5.3%)
69GAMCO INVESTORS, INC. ET AL91,5710.12%$5.1M—
70Alpha Omega Wealth Management LLC90,4690.12%$5.0M-1,921 (-2.1%)
71VISTA INVESTMENT PARTNERS LLC85,5110.11%$4.7M-2,218 (-2.5%)
72CONGRESS ASSET MANAGEMENT CO84,7010.11%$4.7M+911 (+1.1%)
73GABELLI FUNDS LLC84,5020.11%$4.7M-162 (-0.2%)
74Janney Montgomery Scott LLC82,1960.11%$4.5M-255,130 (-75.6%)
75CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM81,8660.11%$4.5M-7,061 (-7.9%)
76ExodusPoint Capital Management, LP80,1790.11%$4.4M+30,734 (+62.2%)
77LAZARD ASSET MANAGEMENT LLC79,9900.11%$4.4M-1,097 (-1.4%)
78NEW YORK STATE TEACHERS RETIREMENT SYSTEM78,5700.11%$4.3M-9,475 (-10.8%)
79Man Group plc77,5660.10%$4.3M-421,815 (-84.5%)
80Brevan Howard Capital Management LP77,4060.10%$4.3M+67,802 (+706.0%)
81RAYMOND JAMES FINANCIAL INC76,9020.10%$4.2M+12,811 (+20.0%)
82Retirement Systems of Alabama74,9050.10%$4.1M-15,693 (-17.3%)
83Cerity Partners LLC71,7260.10%$4.0M+17,114 (+31.3%)
84ROYAL BANK OF CANADA69,4210.09%$3.8M+26,338 (+61.1%)
85Murphy Pohlad Asset Management LLC66,7210.09%$3.7M-725 (-1.1%)
86TD Asset Management Inc62,8000.08%$3.5M+1,800 (+3.0%)
87Creative Planning62,1470.08%$3.4M+13,503 (+27.8%)
88SEI INVESTMENTS CO61,8540.08%$3.4M-6,931 (-10.1%)
89Russell Investments Group, Ltd.61,7500.08%$3.4M-24,559 (-28.5%)
90Mirae Asset Global Investments Co., Ltd.60,5200.08%$3.3M+8,798 (+17.0%)
91NOMURA ASSET MANAGEMENT INTERNATIONAL INC.58,1000.08%$3.2M—
92VISTA INVESTMENT PARTNERS II, LLC54,4700.07%$3.0M-345 (-0.6%)
93MANUFACTURERS LIFE INSURANCE COMPANY, THE51,6650.07%$2.9M-1,024 (-1.9%)
94VIRGINIA RETIREMENT SYSTEMS ET Al51,3000.07%$2.8M-6,000 (-10.5%)
95MALTESE CAPITAL MANAGEMENT LLC50,4000.07%$2.8MNEW
96Corient Private Wealth LP50,2560.07%$2.8M-52,281 (-51.0%)
97VANGUARD ASSET MANAGEMENT, Ltd50,0750.07%$2.8M—
98CREDIT AGRICOLE S A50,0000.07%$2.8M—
99Inspire Investing, LLC49,9280.07%$2.8M+164 (+0.3%)
100CANADA LIFE ASSURANCE Co49,7100.07%$2.7M-2,029 (-3.9%)
101QRG CAPITAL MANAGEMENT, INC.49,1070.07%$2.7M+6,424 (+15.1%)
102Robeco Institutional Asset Management B.V.48,4010.06%$2.7M-172,341 (-78.1%)
103Connor, Clark & Lunn Investment Management Ltd.46,1360.06%$2.5M+33,705 (+271.1%)
104Fulcrum Asset Management LLP45,0780.06%$2.5MNEW
105KLP KAPITALFORVALTNING AS44,7000.06%$2.5M—
106Thrivent Financial for Lutherans43,8400.06%$2.4M-2,989 (-6.4%)
107ENVESTNET ASSET MANAGEMENT INC43,7880.06%$2.4M-426 (-1.0%)
108ABLE Financial Group, LLC43,7730.06%$2.4M+5,969 (+15.8%)
109Horizon Investments, LLC43,1410.06%$2.4M+931 (+2.2%)
110PRICE T ROWE ASSOCIATES INC /MD/42,9140.06%$2.4M+8,304 (+24.0%)
111Inlet Private Wealth, LLC40,7500.05%$2.3M-9,000 (-18.1%)
112Empowered Funds, LLC40,5690.05%$2.2M-45,769 (-53.0%)
113Morningstar Investment Management LLC39,8950.05%$2.3M—
114HOURGLASS CAPITAL, LLC38,6500.05%$2.1M+1,600 (+4.3%)
115Sequoia Financial Advisors, LLC38,6270.05%$2.1M+438 (+1.1%)
116Rockefeller Capital Management L.P.38,1530.05%$2.1M+33,598 (+737.6%)
117JACOBS LEVY EQUITY MANAGEMENT, INC37,7260.05%$2.1M-163,129 (-81.2%)
118FJ Capital Management LLC37,5560.05%$2.1M+27,197 (+262.5%)
119PANAGORA ASSET MANAGEMENT INC35,2180.05%$1.9M-56,440 (-61.6%)
120PNC Financial Services Group, Inc.35,0990.05%$1.9M-381 (-1.1%)
121TRUIST FINANCIAL CORP34,0090.05%$1.9M-2,550 (-7.0%)
122SG Americas Securities, LLC33,8750.05%$1.9M-40,089 (-54.2%)
123MetLife Investment Management, LLC33,6860.05%$1.9M-1,456 (-4.1%)
124OSAIC HOLDINGS, INC.32,9880.04%$1.8M-1,472 (-4.3%)
125Vest Financial, LLC32,9830.04%$1.8M+446 (+1.4%)
126Texas Yale Capital Corp.32,8290.04%$1.8M—
127Jupiter Topco LLC31,8680.04%$1.8MNEW
128State of Tennessee, Department of Treasury31,6110.04%$1.7M-569 (-1.8%)
129Vanguard Personalized Indexing Management, LLC30,4540.04%$1.7M-1,126 (-3.6%)
130CWA Asset Management Group, LLC29,8580.04%$1.6M—
131State of New Jersey Common Pension Fund D29,4010.04%$1.6M-11,630 (-28.3%)
132Bridgewater Associates, LP29,1550.04%$1.6M-115,134 (-79.8%)
133Handelsbanken Fonder AB29,0530.04%$1.6M-800 (-2.7%)
134CANADA PENSION PLAN INVESTMENT BOARD28,8000.04%$1.6M-1,100 (-3.7%)
135AMALGAMATED BANK28,7820.04%$1.6M-845 (-2.9%)
136Radnor Capital Management, LLC28,6950.04%$1.6M—
137Baird Financial Group, Inc.28,6760.04%$1.6M+80 (+0.3%)
138Concurrent Investment Advisors, LLC28,6450.04%$1.6M-842 (-2.9%)
139Vanguard Global Advisers, LLC28,3390.04%$1.6M-734 (-2.5%)
140MFA WEALTH ADVISORS, LLC27,9500.04%$1.5M+2,000 (+7.7%)
141Zurcher Kantonalbank (Zurich Cantonalbank)27,6450.04%$1.5M—
142Taylor Frigon Capital Management LLC27,5730.04%$1.5M-9,968 (-26.6%)
143MILLENNIUM MANAGEMENT LLC27,5030.04%$1.5M-25,015 (-47.6%)
144BARCLAYS PLC27,4500.04%$1.5M-66,964 (-70.9%)
145WELLS FARGO & COMPANY/MN26,7430.04%$1.5M+3,149 (+13.3%)
146SUSQUEHANNA INTERNATIONAL GROUP, LLP26,5470.04%$1.5M+8,827 (+49.8%)
147MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC26,1730.04%$1.4M-2,148 (-7.6%)
148SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co25,8390.03%$26KNEW
149DEUTSCHE BANK AG\24,7930.03%$1.4M+162 (+0.7%)
150CITIGROUP INC24,2620.03%$1.3M-5,753 (-19.2%)
151WEDGE CAPITAL MANAGEMENT L L P/NC24,2070.03%$1.3M+1,910 (+8.6%)
152FIFTH THIRD BANCORP23,8930.03%$1.3M-1,434 (-5.7%)
153TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY23,4190.03%$1.3M—
154MML INVESTORS SERVICES, LLC23,0940.03%$1.3M+4,864 (+26.7%)
155MARSHALL WACE, LLP22,8380.03%$1.3M+6,985 (+44.1%)
156Cetera Investment Advisers22,2160.03%$1.2M+1,013 (+4.8%)
157BNP PARIBAS FINANCIAL MARKETS22,1410.03%$1.2M-69,903 (-75.9%)
158&PARTNERS21,8090.03%$1.2M+1,644 (+8.2%)
159Aquatic Capital Management LLC21,3560.03%$1.2MNEW
160SummitTX Capital, L.P.21,2480.03%$1.2MNEW
161Louisiana State Employees Retirement System21,2000.03%$1.2M-200 (-0.9%)
162HUSSMAN STRATEGIC ADVISORS, INC.21,0000.03%$1.2M+10,500 (+100.0%)
163Palisade Asset Management, LLC20,8850.03%$1.2M-275 (-1.3%)
164UNITED CAPITAL FINANCIAL ADVISORS, LLC20,8200.03%$1.1M+1,326 (+6.8%)
165Marshall Financial Group, LLC20,4830.03%$1.1M-1,058 (-4.9%)
166NOVEM GROUP20,2310.03%$1.1M-2,522 (-11.1%)
167Quantinno Capital Management LP19,9130.03%$1.1M+1,949 (+10.8%)
168ARIZONA STATE RETIREMENT SYSTEM19,8780.03%$1.1M-358 (-1.8%)
169VOYA INVESTMENT MANAGEMENT LLC19,5050.03%$1.1MNEW
170Graham Capital Management, L.P.19,5030.03%$1.1M+14,368 (+279.8%)
171Vanguard Investments Australia, Ltd.19,4330.03%$1.1M—
172Grantham, Mayo, Van Otterloo & Co. LLC19,4110.03%$1.1M-3,790 (-16.3%)
173YOUSIF CAPITAL MANAGEMENT, LLC19,1230.03%$1.1M-1,567 (-7.6%)
174S&T Bank/PA18,9500.03%$1.0M-361 (-1.9%)
175COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS17,3380.02%$957K-1,178 (-6.4%)
176NEW MEXICO EDUCATIONAL RETIREMENT BOARD17,3000.02%$955K—
1771620 INVESTMENT ADVISORS, INC.17,1830.02%$949K-51 (-0.3%)
178STATE OF MICHIGAN RETIREMENT SYSTEM16,9760.02%$937K-800 (-4.5%)
179NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC16,2910.02%$900K-265 (-1.6%)
180CAPTRUST FINANCIAL ADVISORS16,2860.02%$899K-976 (-5.7%)
181Quantbot Technologies LP15,8430.02%$875K-14,721 (-48.2%)
182NISA INVESTMENT ADVISORS, LLC15,6820.02%$866K+476 (+3.1%)
183Rodgers Brothers Inc.15,2250.02%$841K—
184JMN Financial LLC15,1390.02%$836K+454 (+3.1%)
185OREGON PUBLIC EMPLOYEES RETIREMENT FUND14,9720.02%$827K-200 (-1.3%)
186Measured Wealth Private Client Group, LLC14,6640.02%$810K+1,555 (+11.9%)
187Parallel Advisors, LLC14,2630.02%$788K-827 (-5.5%)
188CIM INVESTMENT MANAGEMENT INC14,2340.02%$786K+983 (+7.4%)
189Tidal Investments LLC13,9470.02%$770K-2,674 (-16.1%)
190ALLSTATE CORP13,4350.02%$742K+507 (+3.9%)
191Ameritas Investment Partners, Inc.13,3280.02%$736K-216 (-1.6%)
192NEUBERGER BERMAN GROUP LLC13,1170.02%$724K+186 (+1.4%)
193Advyzon Investment Management, LLC12,9730.02%$716K+4,920 (+61.1%)
194PRUDENTIAL FINANCIAL INC12,6620.02%$699K-4,735 (-27.2%)
195HSBC HOLDINGS PLC12,6220.02%$703K-22,623 (-64.2%)
196Pictet Asset Management Holding SA12,0590.02%$666K—
197Vise Technologies, Inc.11,8300.02%$653K-469 (-3.8%)
198Dakota Wealth Management11,8100.02%$652KNEW
199Stirlingshire Investments, Inc.11,6920.02%$646K+3,841 (+48.9%)
200DIVERSIFIED TRUST CO11,6850.02%$645K+541 (+4.9%)
201Boxwood Ventures, Inc.11,6130.02%$641K—
202ANCHYRA PARTNERS LLC11,5250.02%$636K-91 (-0.8%)
203Caitlin John, LLC11,0570.01%$611KNEW
204Farther Finance Advisors, LLC10,8780.01%$601K+1,648 (+17.9%)
205MBM WEALTH CONSULTANTS, LLC10,8400.01%$599K+217 (+2.0%)
206Quadrature Capital Ltd10,6820.01%$590KNEW
207US BANCORP \DE\10,6410.01%$588K+119 (+1.1%)
208State of Alaska, Department of Revenue10,5760.01%$583K-191 (-1.8%)
209Campbell & CO Investment Adviser LLC10,5580.01%$583K-17,277 (-62.1%)
210Nuveen, LLC10,5040.01%$580K+6,323 (+151.2%)
211Caprock Group, LLC10,4590.01%$578K+100 (+1.0%)
212Pacer Advisors, Inc.10,3680.01%$573K-514 (-4.7%)
213STALEY CAPITAL ADVISERS INC10,0540.01%$555K-1,000 (-9.0%)
214KESTRA PRIVATE WEALTH SERVICES, LLC9,8690.01%$545K+49 (+0.5%)
215BTG Pactual Asset Management US LLC9,8440.01%$544K+4,321 (+78.2%)
216LOWE BROCKENBROUGH & CO INC9,6710.01%$534K-40 (-0.4%)
217STATE OF WISCONSIN INVESTMENT BOARD9,6200.01%$531K+2,486 (+34.8%)
218COMMONWEALTH EQUITY SERVICES, LLC9,4170.01%$520K+575 (+6.5%)
219Confluence Wealth Services, Inc.9,1610.01%$506KNEW
220Archford Capital Strategies, LLC9,0360.01%$499K-24,068 (-72.7%)
221WHITTIER TRUST CO OF NEVADA INC9,0000.01%$525K—
222JAMES INVESTMENT RESEARCH, INC.8,9520.01%$494K—
223SIGNATUREFD, LLC8,9370.01%$494K+2,375 (+36.2%)
224CAPITAL CITY TRUST CO/FL8,7170.01%$481K—
225RHS Financial, LLC8,6800.01%$479K-35 (-0.4%)
226XTX Topco Ltd8,6520.01%$478K-38,990 (-81.8%)
227HORIZON KINETICS ASSET MANAGEMENT LLC8,4190.01%$465K-150 (-1.8%)
228WEALTH ENHANCEMENT ADVISORY SERVICES, LLC8,0450.01%$479K+124 (+1.6%)
229Swiss Life Asset Management Ltd8,0270.01%$443K+634 (+8.6%)
230STIFEL FINANCIAL CORP8,0200.01%$443K-794 (-9.0%)
231Bill Few Associates, Inc.7,7830.01%$430K+1,000 (+14.7%)
232Park Place Capital Corp7,3810.01%$408K+5,961 (+419.8%)
233KEYBANK NATIONAL ASSOCIATION/OH7,3490.01%$406K+339 (+4.8%)
234PRINCIPAL SECURITIES, INC.7,2970.01%$403K+537 (+7.9%)
235Arax Advisory Partners7,1110.01%$393K+7,066 (+15702.2%)
236RiverFront Investment Group, LLC7,0310.01%$388K+759 (+12.1%)
237Blue Trust, Inc.6,8290.01%$377K-114 (-1.6%)
238BANK OF MONTREAL /CAN/6,7600.01%$373K-665 (-9.0%)
239NATIONAL BANK OF CANADA /FI/6,7270.01%$371K-304 (-4.3%)
240JONES FINANCIAL COMPANIES LLLP6,6900.01%$385K+1,177 (+21.3%)
241EP Wealth Advisors, LLC6,6680.01%$368K+190 (+2.9%)
242MANNING & NAPIER ADVISORS LLC6,6190.01%$374K—
243AlphaGrep UK Ltd6,5720.01%$363KNEW
244Pathstone Holdings, LLC6,4620.01%$357K+34 (+0.5%)
245Jain Global LLC6,4290.01%$355KNEW
246Advisors Preferred, LLC6,4200.01%$363K-2,403 (-27.2%)
247Tower Research Capital LLC (TRC)6,1990.01%$342K+3,063 (+97.7%)
248CATALYST FINANCIAL PARTNERS LLC6,1870.01%$342K-2,787 (-31.1%)
249GUGGENHEIM CAPITAL LLC6,0060.01%$332K-16,977 (-73.9%)
250GLOBEFLEX CAPITAL L P5,9600.01%$329K-1,973 (-24.9%)
Exited since 2026-03-31 (54 filers; largest 25 shown)
Factorial Partners, LLC−153,239
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND−116,666
CIBC WORLD MARKET INC.−111,717
SEIZERT CAPITAL PARTNERS, LLC−85,880
VOLORIDGE INVESTMENT MANAGEMENT, LLC−81,602
DGS Capital Management, LLC−72,314
Mubadala Investment Co PJSC−56,731
Azora Capital LP−53,897
CAPITAL FUND MANAGEMENT S.A.−52,570
HRT FINANCIAL LP−36,229
JANUS HENDERSON GROUP PLC−31,868
Elo Mutual Pension Insurance Co−31,626
NATIXIS−27,400
LOS ANGELES CAPITAL MANAGEMENT LLC−27,191
Assenagon Asset Management S.A.−22,661
RFG Advisory, LLC−17,268
Engineers Gate Manager LP−14,506
Sanctuary Advisors, LLC−13,711
Y-Intercept (Hong Kong) Ltd−12,489
Wealthcare Advisory Partners LLC−10,733
First National Trust Co−10,654
Brooklyn Investment Group−7,935
EVOLVE PRIVATE WEALTH, LLC−7,725
Cynosure Group, LLC−7,490
CWM, LLC−7,038

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 Portfolio ManagementSCHEDULE 13G2026-04-292026-03-314,603,9656.06%
The Vanguard GroupSCHEDULE 13G/A2026-03-262026-03-1300%
BlackRock, Inc.SCHEDULE 13G/A2025-04-172025-03-315,219,6076.4%

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.