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.

PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328PFG· quarter ending 2026-06-30
Shares outstanding
214,104,641
Held by 13F filers
170,737,782
79.7% of shares outstanding
Holders
961
+47 vs 2026-03-31 · 113 new, 66 exited
Value
$18.4B
shares +1.3% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-07-29, as of 2026-07-22)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common stockPFG · NASDAQ214,104,641170,737,78279.7%96174251V102

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
74251V102COM961170,737,782214,104,64179.7%$18.4B7 call / 6 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. 10 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 961 · 74251V102)

change vs 2026-03-31
#FilerShares% of classValueChange
1BlackRock, Inc.20,014,6739.35%$2.2B-307,685 (-1.5%)
2NIPPON LIFE INSURANCE CO18,137,0008.47%$2.0B—
3VANGUARD CAPITAL MANAGEMENT LLC13,479,4686.30%$1.5B+5,260 (+0.0%)
4VANGUARD PORTFOLIO MANAGEMENT LLC11,266,0185.26%$1.2B+1,184 (+0.0%)
5STATE STREET CORP10,264,8564.79%$1.1B+85,014 (+0.8%)
6BANK OF AMERICA CORP /DE/6,884,0233.22%$742.0M-1,935,429 (-21.9%)
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC6,502,0683.04%$700.8M+578,132 (+9.8%)
8Capital World Investors6,040,0052.82%$651.0M+13,124 (+0.2%)
9GEODE CAPITAL MANAGEMENT, LLC5,681,6722.65%$610.0M+21,005 (+0.4%)
10DIMENSIONAL FUND ADVISORS LP3,923,2791.83%$422.9M+36,770 (+0.9%)
11Invesco Ltd.3,771,6411.76%$406.5M+229,659 (+6.5%)
12NORTHERN TRUST CORP3,249,7031.52%$350.3M-84,003 (-2.5%)
13MORGAN STANLEY2,988,1441.40%$322.1M-18,143 (-0.6%)
14GOLDMAN SACHS GROUP INC2,500,0191.17%$269.5M-254,258 (-9.2%)
15AQR CAPITAL MANAGEMENT LLC2,315,0651.08%$249.5M-141,668 (-5.8%)
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,216,1251.04%$238.9M+244,550 (+12.4%)
17NORGES BANK2,014,6750.94%$217.1MNEW
18Legal & General Group Plc1,529,4830.71%$164.8M-165,113 (-9.7%)
19JPMORGAN CHASE & CO1,472,7970.69%$159.8M+283,204 (+23.8%)
20UBS Group AG1,296,0730.61%$139.7M+129,343 (+11.1%)
21DEUTSCHE BANK AG\1,231,5330.58%$132.7M-152,110 (-11.0%)
22Bank of New York Mellon Corp1,153,9470.54%$124.4M-36,606 (-3.1%)
23HSBC HOLDINGS PLC1,153,1170.54%$124.3M+372,374 (+47.7%)
24LPL Financial LLC1,134,0850.53%$122.2M+405,621 (+55.7%)
25VANGUARD FIDUCIARY TRUST CO1,120,9440.52%$120.8M-9,232 (-0.8%)
26FEDERATED HERMES, INC.972,8140.45%$104.8M+391,467 (+67.3%)
27ROYAL BANK OF CANADA924,8930.43%$99.7M+47,248 (+5.4%)
28Amundi895,3650.42%$96.5M-256,452 (-22.3%)
29AMERICAN CENTURY COMPANIES INC874,0310.41%$94.2M+282,803 (+47.8%)
30AustralianSuper Pty Ltd769,3780.36%$82.9M-168,095 (-17.9%)
31VICTORY CAPITAL MANAGEMENT INC759,2540.35%$81.8M+31,330 (+4.3%)
32WELLS FARGO & COMPANY/MN755,4070.35%$81.4M+176,797 (+30.6%)
33BNP PARIBAS ASSET MANAGEMENT Holding S.A.754,0960.35%$81.3M+246,521 (+48.6%)
34RAYMOND JAMES FINANCIAL INC683,6060.32%$73.7M+81,409 (+13.5%)
35BARCLAYS PLC665,9710.31%$71.8M-60,165 (-8.3%)
36Swiss National Bank611,5000.29%$65.9M-33,300 (-5.2%)
37HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND591,7900.28%$63.8M-141 (-0.0%)
38National Pension Service537,8960.25%$58.0M+406,427 (+309.1%)
39BNP PARIBAS FINANCIAL MARKETS534,3310.25%$57.6M-32,033 (-5.7%)
40Nuveen, LLC518,4970.24%$55.9M-85,418 (-14.1%)
41Mitsubishi UFJ Asset Management Co., Ltd.503,2560.24%$54.2M+22,854 (+4.8%)
42Sumitomo Mitsui Trust Group, Inc.482,7760.23%$52.0M-27,118 (-5.3%)
43VANGUARD ASSET MANAGEMENT, Ltd480,8450.22%$51.8M+28,519 (+6.3%)
44O'SHAUGHNESSY ASSET MANAGEMENT, LLC468,5540.22%$50.5M+51,690 (+12.4%)
45FMR LLC462,8100.22%$49.9M-81,116 (-14.9%)
46VIRGINIA RETIREMENT SYSTEMS ET Al438,1130.20%$47.2M+26,313 (+6.4%)
47Vanguard Global Advisers, LLC430,9660.20%$46.4M-7,690 (-1.8%)
48California Public Employees Retirement System416,6640.19%$44.9M+6,244 (+1.5%)
49RHUMBLINE ADVISERS414,0140.19%$44.6M-31,238 (-7.0%)
50MASSACHUSETTS FINANCIAL SERVICES CO /MA/404,3170.19%$43.6M-15,718 (-3.7%)
51Caisse de depot et placement du Quebec401,6500.19%$43.3M+390,641 (+3548.4%)
52KBC Group NV393,8370.18%$42.4M-3,008 (-0.8%)
53CITIGROUP INC388,0590.18%$41.8M+185,304 (+91.4%)
54ENVESTNET ASSET MANAGEMENT INC378,9720.18%$40.8M+50,877 (+15.5%)
55NORTH STAR ASSET MANAGEMENT INC370,5230.17%$39.9M-11,522 (-3.0%)
56CONNING INC.363,2500.17%$39.2M-35,220 (-8.8%)
57CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM355,3660.17%$38.3M-42,508 (-10.7%)
58WEDGE CAPITAL MANAGEMENT L L P/NC347,1460.16%$37.4M-43,206 (-11.1%)
59Zurcher Kantonalbank (Zurich Cantonalbank)343,2810.16%$37.0M+79,765 (+30.3%)
60Gotham Asset Management, LLC312,1520.15%$33.6M+133,701 (+74.9%)
61FRANKLIN RESOURCES INC308,6820.14%$33.3M+28,920 (+10.3%)
62ARROWSTREET CAPITAL, LIMITED PARTNERSHIP298,7360.14%$32.2M+96,855 (+48.0%)
63PRICE T ROWE ASSOCIATES INC /MD/289,8460.14%$31.2M+5,894 (+2.1%)
64Eurizon Capital SGR S.p.A.287,9510.13%$31.0M-94,976 (-24.8%)
65FORT WASHINGTON INVESTMENT ADVISORS INC /OH/268,4080.13%$28.9M-140,126 (-34.3%)
66AE Wealth Management LLC257,8780.12%$27.8M+30,330 (+13.3%)
67TRUST POINT INC.238,0170.11%$25.7M-131,059 (-35.5%)
68STRS OHIO237,6250.11%$25.6M+232,420 (+4465.3%)
69STIFEL FINANCIAL CORP229,3630.11%$24.7M+23,549 (+11.4%)
70Quantinno Capital Management LP227,6940.11%$24.5M+29,202 (+14.7%)
71BANK OF MONTREAL /CAN/226,5590.11%$24.4M+57,178 (+33.8%)
72ACADIAN ASSET MANAGEMENT LLC226,3430.11%$24.4M+39,459 (+21.1%)
73SG Americas Securities, LLC224,9830.11%$24.2M-102,377 (-31.3%)
74PRINCIPAL FINANCIAL GROUP INC223,2730.10%$24.1M-3,445 (-1.5%)
75GW HENSSLER & ASSOCIATES LTD223,2600.10%$24.1M-666 (-0.3%)
76Sound Income Strategies, LLC222,6690.10%$24.0M-21,265 (-8.7%)
77TEACHER RETIREMENT SYSTEM OF TEXAS222,5300.10%$24.0M-228,063 (-50.6%)
78Mirae Asset Global Investments Co., Ltd.212,9760.10%$23.0M+29,901 (+16.3%)
79ADAMS DIVERSIFIED EQUITY FUND, INC.209,1000.10%$22.5M—
80Swedbank AB209,0440.10%$22.5M+3,971 (+1.9%)
81Cerity Partners LLC208,0300.10%$22.4M+4,707 (+2.3%)
82Universal- Beteiligungs- und Servicegesellschaft mbH206,7990.10%$22.3M-3,901 (-1.9%)
83ALLIANCEBERNSTEIN L.P.203,0830.09%$18.3M-60,421 (-22.9%)
84Allianz Asset Management GmbH201,5250.09%$21.7M+57,100 (+39.5%)
85STOREBRAND ASSET MANAGEMENT AS198,2530.09%$21.4M+26,211 (+15.2%)
86STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM197,2640.09%$21.3M-5,732 (-2.8%)
87AVIVA PLC190,0790.09%$20.5M-2,748 (-1.4%)
88Robeco Institutional Asset Management B.V.189,5160.09%$20.4M+60,611 (+47.0%)
89ASR Vermogensbeheer N.V.176,6180.08%$19.0M+157,919 (+844.5%)
90CANADA LIFE ASSURANCE Co175,3780.08%$18.9M-27,705 (-13.6%)
91Focus Partners Wealth174,6260.08%$18.8M+6,314 (+3.8%)
92Cambridge Investment Research Advisors, Inc.167,3700.08%$18.0M+81,788 (+95.6%)
93Aberdeen Group plc166,0100.08%$17.9M+3,548 (+2.2%)
94NEW YORK STATE TEACHERS RETIREMENT SYSTEM163,9380.08%$17.7M-1,111 (-0.7%)
95STATE OF WISCONSIN INVESTMENT BOARD158,0310.07%$17.0M-42,677 (-21.3%)
96Russell Investments Group, Ltd.154,5100.07%$16.7M-3,443 (-2.2%)
97CAPITAL MANAGEMENT CORP /VA152,0830.07%$16.4M+144 (+0.1%)
98APG Asset Management N.V.151,2180.07%$14.3M+39,228 (+35.0%)
99AMERIPRISE FINANCIAL INC146,2850.07%$15.8M-64,639 (-30.6%)
100LOS ANGELES CAPITAL MANAGEMENT LLC145,6370.07%$15.7M+144,600 (+13944.1%)
101Federation des caisses Desjardins du Quebec145,0510.07%$15.6M+106,628 (+277.5%)
102Cetera Investment Advisers144,9300.07%$15.6M+13,202 (+10.0%)
103FIRST TRUST ADVISORS LP142,7220.07%$15.4M-412,765 (-74.3%)
104PNC Financial Services Group, Inc.140,9320.07%$15.2M+3,531 (+2.6%)
105LBP AM SA136,0380.06%$14.7M+26,700 (+24.4%)
106MAIRS & POWER INC135,2830.06%$14.6M-28,601 (-17.5%)
107Pictet Asset Management Holding SA129,4620.06%$14.0M+264 (+0.2%)
108DANSKE BANK A/S126,1070.06%$13.6M+6,300 (+5.3%)
109NEW YORK STATE COMMON RETIREMENT FUND123,3850.06%$13.3M-4,800 (-3.7%)
110Goelzer Investment Management, Inc.112,3940.05%$12.1M-4,480 (-3.8%)
111Vanguard Investments Australia, Ltd.110,2070.05%$11.9M+1,380 (+1.3%)
112PRINCIPAL SECURITIES, INC.105,8570.05%$11.4M+846 (+0.8%)
113Korea Investment CORP103,9800.05%$11.2M-19,986 (-16.1%)
114Creative Planning103,6310.05%$11.2M+13,728 (+15.3%)
115Candriam S.C.A.99,6980.05%$10.7M+85,521 (+603.2%)
116MANUFACTURERS LIFE INSURANCE COMPANY, THE99,1060.05%$10.7M-6,484 (-6.1%)
117Mitsubishi UFJ Trust & Banking Corp97,1320.05%$10.5M-2,957 (-3.0%)
118Azimuth Capital Investment Management LLC96,3460.04%$10.4M-1,374 (-1.4%)
119PRUDENTIAL FINANCIAL INC95,7550.04%$10.3M-1,755 (-1.8%)
120Chevy Chase Trust Holdings, LLC94,9110.04%$10.2M-2,620 (-2.7%)
121NOMURA ASSET MANAGEMENT CO LTD93,0970.04%$10.0M+505 (+0.5%)
122Illinois Municipal Retirement Fund91,6170.04%$9.9M+12,977 (+16.5%)
123Treasurer of the State of North Carolina91,1570.04%$9.8M-2,010 (-2.2%)
124Asset Management One Co., Ltd.90,2320.04%$9.7M+1,986 (+2.3%)
125NATIXIS ADVISORS, LLC88,8990.04%$9.6M+28,294 (+46.7%)
126ROYAL LONDON ASSET MANAGEMENT LTD88,7570.04%$9.6M+2,673 (+3.1%)
127Cambria Investment Management, L.P.88,5700.04%$9.5M-14,307 (-13.9%)
128KLP KAPITALFORVALTNING AS88,0450.04%$9.5M+5,400 (+6.5%)
129CITADEL ADVISORS LLC84,7790.04%$9.1M+29,898 (+54.5%)
130FIFTH THIRD BANCORP84,0770.04%$9.1M-39 (-0.0%)
131NISA INVESTMENT ADVISORS, LLC81,3540.04%$8.8M-2,585 (-3.1%)
132TD Asset Management Inc80,7200.04%$8.7M-43,577 (-35.1%)
133MACQUARIE GROUP LTD77,4520.04%$8.3M+1,310 (+1.7%)
134State of Tennessee, Department of Treasury76,7090.04%$8.3M+11,490 (+17.6%)
135MACKENZIE FINANCIAL CORP75,1950.04%$8.1M+19,224 (+34.3%)
136AMG National Trust Bank74,4170.03%$8.0M-63,639 (-46.1%)
137DMKC Advisory Services, LLC72,8470.03%$7.9M+36 (+0.0%)
138CIBC Asset Management Inc72,5140.03%$7.8M+4,106 (+6.0%)
139SEB Asset Management AB72,2370.03%$7.8M+23,369 (+47.8%)
140PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO71,9310.03%$7.8M-982 (-1.3%)
141DekaBank Deutsche Girozentrale71,5580.03%$6.4M—
142Wealthfront Advisers LLC71,2570.03%$7.7M+2,850 (+4.2%)
143SUSQUEHANNA INTERNATIONAL GROUP, LLP70,4800.03%$7.6M+42,466 (+151.6%)
144TORONTO DOMINION BANK69,2610.03%$7.5M-12,779 (-15.6%)
145CHASE INVESTMENT COUNSEL CORP68,7640.03%$7.4MNEW
146EDENTREE ASSET MANAGEMENT Ltd67,7000.03%$7.3M-27,500 (-28.9%)
147NORDEA INVESTMENT MANAGEMENT AB66,8960.03%$7.3M+3,466 (+5.5%)
148CI INVESTMENTS INC.66,5130.03%$7.2M-2,837 (-4.1%)
149Empowered Funds, LLC65,9150.03%$7.1M+15,077 (+29.7%)
150State of New Jersey Common Pension Fund D65,5870.03%$7.1M—
151XPONANCE LLC65,1000.03%$7.0M+4,403 (+7.3%)
152Swiss Life Asset Management Ltd64,4120.03%$6.9M-16,804 (-20.7%)
153Lansforsakringar Fondforvaltning AB (publ)64,3360.03%$6.9M+11,961 (+22.8%)
154Mn Services Vermogensbeheer B.V.63,7150.03%$6.9M-23,100 (-26.6%)
155Resona Asset Management Co.,Ltd.63,6440.03%$6.9M-5,957 (-8.6%)
156Mariner, LLC63,3570.03%$6.8M-24,944 (-28.2%)
157Unison Advisors LLC62,2720.03%$6.7M+494 (+0.8%)
158ARIZONA STATE RETIREMENT SYSTEM62,1690.03%$6.7M+2,473 (+4.1%)
159COMMONWEALTH EQUITY SERVICES, LLC61,5600.03%$6.6M+428 (+0.7%)
160CAPTRUST FINANCIAL ADVISORS60,3080.03%$6.5M+4,676 (+8.4%)
161Nykredit A/S59,7160.03%$6.4MNEW
162Kerusso Capital Management LLC58,5670.03%$6.3M+11,131 (+23.5%)
163Lombard Odier Asset Management (Switzerland) SA57,9790.03%$6.2M-100 (-0.2%)
164DEAN INVESTMENT ASSOCIATES, LLC57,5570.03%$6.2M-3,725 (-6.1%)
165Rafferty Asset Management, LLC57,2650.03%$6.2M+9,169 (+19.1%)
166Public Sector Pension Investment Board56,1520.03%$6.1M-3,247 (-5.5%)
167Czech National Bank55,9520.03%$6.0M+2,073 (+3.8%)
168OSAIC HOLDINGS, INC.55,8370.03%$6.0M+10,863 (+24.2%)
169NATIONAL BANK OF CANADA /FI/55,8330.03%$6.0M+25,259 (+82.6%)
170STATE OF MICHIGAN RETIREMENT SYSTEM54,7800.03%$5.9M-1,100 (-2.0%)
171TRUIST FINANCIAL CORP54,4220.03%$5.9M+6,665 (+14.0%)
172NOMURA ASSET MANAGEMENT INTERNATIONAL INC.52,1550.02%$5.6M+923 (+1.8%)
173Squarepoint Ops LLC50,6360.02%$5.5M+3,975 (+8.5%)
174TWO SIGMA INVESTMENTS, LP50,5000.02%$5.4M-254,287 (-83.4%)
175IFM Investors Pty Ltd50,4570.02%$5.4M+4,086 (+8.8%)
176SEI INVESTMENTS CO50,4420.02%$5.4M+2,258 (+4.7%)
177Ensign Peak Advisors, Inc50,0390.02%$5.4M+23,467 (+88.3%)
178Ethic Inc.48,6610.02%$5.2M+8,578 (+21.4%)
179WEALTH ENHANCEMENT ADVISORY SERVICES, LLC48,3960.02%$5.1M+1,767 (+3.8%)
180TUDOR INVESTMENT CORP ET AL47,5480.02%$5.1MNEW
181DNB Asset Management AS45,4950.02%$4.9M+761 (+1.7%)
182MetLife Investment Management, LLC45,2520.02%$4.9M-1,295 (-2.8%)
183Kintegral Advisory, LLC45,1330.02%$4.9M—
184Groupe la Francaise44,7470.02%$4.8M-4,248 (-8.7%)
185CIBC Bancorp USA Inc.44,5450.02%$4.8M-14,591 (-24.7%)
186MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.44,4740.02%$4.8M+4,170 (+10.3%)
187Pathstone Holdings, LLC44,2010.02%$4.8M+3,513 (+8.6%)
188COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS43,4170.02%$4.7M-2,667 (-5.8%)
189CIBC WORLD MARKET INC.43,3840.02%$4.7M-6,414 (-12.9%)
190ODDO BHF ASSET MANAGEMENT SAS42,2500.02%$4.6M+3,424 (+8.8%)
191FAS Wealth Partners, Inc.42,2060.02%$4.5M+3,484 (+9.0%)
192VOYA INVESTMENT MANAGEMENT LLC41,9650.02%$4.5M-964 (-2.2%)
193MERCER GLOBAL ADVISORS INC /ADV41,4770.02%$4.5M+2,084 (+5.3%)
194ProShare Advisors LLC41,4130.02%$4.5M+1,079 (+2.7%)
195Retirement Systems of Alabama41,2950.02%$4.5M-717 (-1.7%)
196Advisors Asset Management, Inc.40,0730.02%$4.3M+90 (+0.2%)
197JONES FINANCIAL COMPANIES LLLP39,9860.02%$4.3M+12,581 (+45.9%)
198Man Group plc39,9720.02%$4.3M+14,623 (+57.7%)
199Baird Financial Group, Inc.38,9600.02%$4.2M+2,428 (+6.6%)
200Vanguard Personalized Indexing Management, LLC38,5440.02%$4.2M-895 (-2.3%)
201PINEBRIDGE INVESTMENTS LLC38,4910.02%$4.1M+19,375 (+101.4%)
202MARSHALL WACE, LLP38,0700.02%$4.1M-64,088 (-62.7%)
203Daiwa Securities Group Inc.37,4910.02%$4.0M+1,871 (+5.3%)
204FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND35,9010.02%$3.9M-19,500 (-35.2%)
205Corient Private Wealth LP35,8260.02%$3.9M-3,169 (-8.1%)
206Avantax Planning Partners, Inc.35,6110.02%$3.8M-11 (-0.0%)
207Sanctuary Advisors, LLC35,2510.02%$3.8M+13,103 (+59.2%)
208Freestone Capital Holdings, LLC34,8520.02%$3.8M+22 (+0.1%)
209AMALGAMATED BANK34,7130.02%$3.7M-4,256 (-10.9%)
210JUPITER ASSET MANAGEMENT LTD33,3330.02%$3.6MNEW
211Rakuten Investment Management, Inc.33,3170.02%$3.6M+2,865 (+9.4%)
212Police & Firemen's Retirement System of New Jersey33,0740.02%$3.6M-1,066 (-3.1%)
213Utah Retirement Systems32,4930.02%$3.5M-2,874 (-8.1%)
214BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp32,3690.02%$3.5M+2,086 (+6.9%)
215NEOS Investment Management LLC32,3330.02%$3.5M+1,527 (+5.0%)
216ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/32,2340.02%$3.5M+7,216 (+28.8%)
217Vident Advisory, LLC31,8780.01%$3.4M+1,768 (+5.9%)
218B. Metzler seel. Sohn & Co. AG31,7710.01%$3.4M-2,181 (-6.4%)
219PEAK6 LLC31,5290.01%$3.4MNEW
220LAZARD ASSET MANAGEMENT LLC31,0710.01%$3.3M-20,886 (-40.2%)
221Centric Wealth Management30,6940.01%$3.1M—
222Janney Montgomery Scott LLC29,8480.01%$3.2M-167 (-0.6%)
223New York Life Investment Management LLC29,6300.01%$3.2M-35 (-0.1%)
224FOSTER & MOTLEY INC29,6150.01%$3.2M-5,058 (-14.6%)
225NISSAY ASSET MANAGEMENT CORP /JAPAN29,3800.01%$3.2M+533 (+1.8%)
226Claro Advisors Inc.29,3580.01%$3.2M+223 (+0.8%)
227Handelsbanken Fonder AB29,0840.01%$3.1M+12,250 (+72.8%)
228Munich Reinsurance Co Stock Corp in Munich29,0470.01%$3.1M-33,800 (-53.8%)
229MML INVESTORS SERVICES, LLC28,9160.01%$3.1M+8,790 (+43.7%)
230Dorsey & Whitney Trust CO LLC27,9160.01%$3.0M-4,684 (-14.4%)
231Savant Capital, LLC27,9110.01%$2.8M+13,728 (+96.8%)
232MIZUHO SECURITIES USA LLC27,3490.01%$2.7M+15,389 (+128.7%)
233YOUSIF CAPITAL MANAGEMENT, LLC27,2330.01%$2.9M+4,361 (+19.1%)
234ASSETMARK, INC26,9470.01%$2.9M+6,720 (+33.2%)
235VCI Wealth Management LLC26,6110.01%$2.9M+13,507 (+103.1%)
236BANK OF NOVA SCOTIA26,4490.01%$2.9M-6,158 (-18.9%)
237OSTRUM ASSET MANAGEMENT26,3720.01%$2.8M+1,407 (+5.6%)
238DAVENPORT & Co LLC26,2660.01%$2.8M+5,281 (+25.2%)
239SIMON QUICK ADVISORS, LLC26,2350.01%$2.8M-20 (-0.1%)
240CREDIT AGRICOLE S A25,9270.01%$2.8M+1,420 (+5.8%)
241Sumitomo Mitsui DS Asset Management Company, Ltd25,6180.01%$2.8M—
242US BANCORP \DE\25,3650.01%$2.7M+6,546 (+34.8%)
243Columbus Macro, LLC25,1950.01%$2.7M-223 (-0.9%)
244WIREGRASS INVESTMENT MANAGEMENT LLC24,7180.01%$2.7M+10,268 (+71.1%)
245Heritage Trust Co24,7060.01%$2.7M-118 (-0.5%)
246HOHIMER WEALTH MANAGEMENT, LLC24,6990.01%$2.7M+2 (+0.0%)
247OP Asset Management Ltd24,4650.01%$2.6M+1,071 (+4.6%)
248MAI Capital Management24,4190.01%$2.6M+1,948 (+8.7%)
249HighTower Advisors, LLC24,3610.01%$2.6M-85 (-0.3%)
250OREGON PUBLIC EMPLOYEES RETIREMENT FUND24,1370.01%$2.6M+1,500 (+6.6%)
Exited since 2026-03-31 (66 filers; largest 25 shown)
CANADA PENSION PLAN INVESTMENT BOARD−169,710
Tredje AP-fonden−93,517
Interval Partners, LP−87,808
CWM, LLC−46,458
JANUS HENDERSON GROUP PLC−25,752
Holocene Advisors, LP−19,232
SummitTX Capital, L.P.−16,511
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund−16,500
Impact Partnership Wealth, LLC−16,053
Brooklyn Investment Group−12,820
Redwood Investment Management, LLC−11,590
Board of the Pension Protection Fund−10,200
Brevan Howard Capital Management LP−10,104
EVOLVE PRIVATE WEALTH, LLC−9,547
Generali Asset Management SPA SGR−9,259
ING GROEP NV−9,046
Sunbelt Securities, Inc.−7,442
CenterStar Asset Management, LLC−6,776
Polymer Capital Management (US) LLC−5,878
Burns Matteson Capital Management, LLC−5,871
AIA Group Ltd−5,517
Lighthouse Investment Partners, LLC−4,918
DGS Capital Management, LLC−4,425
Machina Capital S.A.S.−4,027
Gateway Wealth Partners, LLC−3,780

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 13G2026-04-302026-03-3115,573,4567.18%
Vanguard Portfolio ManagementSCHEDULE 13G2026-04-292026-03-3111,295,5715.2%
BlackRock, Inc.SCHEDULE 13G/A2026-04-242026-03-3119,558,8129%
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.