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.

LPL Financial Holdings Inc.

CIK 0001397911LPLA· quarter ending 2026-06-30

Shares outstanding

78,742,290

as of 2026-07-30 · 10-Q cover page, filed 2026-08-03

Held by 13F filers

83,625,611

106.2% of shares outstanding

Holders

769

+0 vs 2026-03-31 · 96 new, 96 exited

Value

$23.6B

shares +1.6% vs prior quarter

13F holdings exceed the share count. This is normal for heavily shorted stocks: shares lent to short sellers are reported by the lender and again by whoever bought them. Related filers occasionally report the same position twice as well.

Share classes (cover page of the 10-Q filed 2026-08-03, as of 2026-07-30)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	LPLA · NASDAQ	78,742,290	83,625,611	106.2%	769	50212V100

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
	50212V100	COM	769	83,625,611	78,742,290	106.2%	$23.6B	15 call / 10 put	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. 11 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 769 · 50212V100)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	4,732,991	6.01%	$1.3B	-241,264 (-4.9%)
2	Dodge & Cox	4,578,679	5.81%	$1.3B	+432,132 (+10.4%)
3	Boston Partners	4,250,828	5.40%	$1.2B	+119,330 (+2.9%)
4	Jupiter Topco LLC	4,198,356	5.33%	$1.2B	NEW
5	VANGUARD PORTFOLIO MANAGEMENT LLC	3,832,005	4.87%	$1.1B	-19,973 (-0.5%)
6	VANGUARD CAPITAL MANAGEMENT LLC	3,613,624	4.59%	$1.0B	+16,656 (+0.5%)
7	PRINCIPAL FINANCIAL GROUP INC	2,684,964	3.41%	$756.3M	+48,420 (+1.8%)
8	SAMLYN CAPITAL, LLC	2,405,639	3.06%	$677.6M	+82,279 (+3.5%)
9	Capital World Investors	2,343,266	2.98%	$660.1M	+30,820 (+1.3%)
10	STATE STREET CORP	1,934,239	2.46%	$544.8M	+70,973 (+3.8%)
11	WCM INVESTMENT MANAGEMENT, LLC	1,810,058	2.30%	$487.3M	+75,663 (+4.4%)
12	GOLDMAN SACHS GROUP INC	1,695,954	2.15%	$477.7M	+1,335,148 (+370.0%)
13	GEODE CAPITAL MANAGEMENT, LLC	1,502,575	1.91%	$422.0M	-92,175 (-5.8%)
14	Assenagon Asset Management S.A.	1,494,172	1.90%	$420.9M	+1,477,699 (+8970.4%)
15	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1,458,759	1.85%	$413.8M	-2,410,600 (-62.3%)
16	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	1,434,522	1.82%	$404.1M	-245,568 (-14.6%)
17	ALLIANCEBERNSTEIN L.P.	1,385,759	1.76%	$416.9M	-186,239 (-11.8%)
18	LONE PINE CAPITAL LLC	1,219,099	1.55%	$343.4M	-830,868 (-40.5%)
19	SurgoCap Partners LP	1,063,218	1.35%	$299.5M	+42,379 (+4.2%)
20	NORGES BANK	1,054,523	1.34%	$297.0M	NEW
21	VAN ECK ASSOCIATES CORP	1,048,344	1.33%	$295.3M	+45,367 (+4.5%)
22	BARROW HANLEY MEWHINNEY & STRAUSS LLC	1,031,243	1.31%	$290.5M	-62,163 (-5.7%)
23	DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP	993,006	1.26%	$279.7M	+100,000 (+11.2%)
24	FMR LLC	981,391	1.25%	$276.4M	-316,299 (-24.4%)
25	MARSHALL WACE, LLP	975,627	1.24%	$274.8M	NEW
26	MORGAN STANLEY	861,982	1.09%	$242.8M	-421,683 (-32.8%)
27	DIMENSIONAL FUND ADVISORS LP	820,595	1.04%	$231.1M	+4,228 (+0.5%)
28	BANK OF AMERICA CORP /DE/	815,663	1.04%	$229.8M	+12,235 (+1.5%)
29	WESTFIELD CAPITAL MANAGEMENT CO LP	793,061	1.01%	$223.4M	-88,445 (-10.0%)
30	RAYMOND JAMES FINANCIAL INC	645,369	0.82%	$181.8M	-20,700 (-3.1%)
31	CITADEL ADVISORS LLC	642,765	0.82%	$181.1M	-280,706 (-30.4%)
32	JANE STREET GROUP, LLC	642,484	0.82%	$181.0M	+543,869 (+551.5%)
33	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	578,032	0.73%	$162.8M	-13,634 (-2.3%)
34	Markel Group Inc.	559,951	0.71%	$157.7M	—
35	UBS Group AG	540,254	0.69%	$152.2M	-113,629 (-17.4%)
36	PRICE T ROWE ASSOCIATES INC /MD/	539,921	0.69%	$152.1M	+41,298 (+8.3%)
37	Azora Capital LP	525,867	0.67%	$148.1M	+98,529 (+23.1%)
38	VANGUARD FIDUCIARY TRUST CO	510,067	0.65%	$143.7M	+1,773 (+0.3%)
39	NORTHERN TRUST CORP	508,634	0.65%	$143.3M	-16,812 (-3.2%)
40	Point72 Asset Management, L.P.	507,345	0.64%	$142.9M	+456,702 (+901.8%)
41	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	481,371	0.61%	$135.6M	+40,907 (+9.3%)
42	Holocene Advisors, LP	462,479	0.59%	$130.3M	+44,832 (+10.7%)
43	TD Asset Management Inc	461,374	0.59%	$130.0M	-92,759 (-16.7%)
44	BNP PARIBAS FINANCIAL MARKETS	448,361	0.57%	$126.3M	+403,004 (+888.5%)
45	Epoch Investment Partners, Inc.	447,634	0.57%	$126.1M	+39,333 (+9.6%)
46	VICTORY CAPITAL MANAGEMENT INC	443,434	0.56%	$124.9M	+37,622 (+9.3%)
47	APG Asset Management N.V.	437,217	0.56%	$107.7M	-335,475 (-43.4%)
48	Castle Hook Partners LP	406,916	0.52%	$114.6M	NEW
49	JPMORGAN CHASE & CO	392,561	0.50%	$105.7M	-398,169 (-50.4%)
50	WELLS FARGO & COMPANY/MN	387,223	0.49%	$109.1M	-33,466 (-8.0%)
51	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	382,961	0.49%	$107.9M	-8,725 (-2.2%)
52	Bank of New York Mellon Corp	350,265	0.44%	$98.7M	-33,574 (-8.7%)
53	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	349,248	0.44%	$98.4M	+1,147 (+0.3%)
54	Qube Research & Technologies Ltd	344,500	0.44%	$97.0M	NEW
55	First Pacific Advisors, LP	321,244	0.41%	$90.5M	+620 (+0.2%)
56	Prana Capital Management, LP	318,896	0.40%	$89.8M	+71,773 (+29.0%)
57	ENVESTNET ASSET MANAGEMENT INC	290,125	0.37%	$81.7M	-46,639 (-13.8%)
58	ADAGE CAPITAL PARTNERS GP, L.L.C.	289,000	0.37%	$81.4M	+225,000 (+351.6%)
59	Legal & General Group Plc	283,459	0.36%	$79.8M	-3,610 (-1.3%)
60	AMERICAN CENTURY COMPANIES INC	282,638	0.36%	$79.6M	-205,151 (-42.1%)
61	SUSQUEHANNA INTERNATIONAL GROUP, LLP	252,965	0.32%	$71.3M	+144,770 (+133.8%)
62	Coronation Fund Managers Ltd.	249,962	0.32%	$70.4M	-40,481 (-13.9%)
63	Heron Bay Capital Management	235,259	0.30%	$66.3M	-13,953 (-5.6%)
64	Caisse de depot et placement du Quebec	231,867	0.29%	$65.3M	-132,893 (-36.4%)
65	SCS Capital Management LLC	213,511	0.27%	$60.1M	+198,350 (+1308.3%)
66	MILLENNIUM MANAGEMENT LLC	206,159	0.26%	$58.1M	-684,094 (-76.8%)
67	Nuveen, LLC	205,383	0.26%	$57.9M	+39,565 (+23.9%)
68	DEUTSCHE BANK AG\	201,840	0.26%	$56.9M	+34,159 (+20.4%)
69	Capricorn Fund Managers Ltd	194,812	0.25%	$54.9M	NEW
70	GILDER GAGNON HOWE & CO LLC	193,037	0.25%	$54.4M	-1,689 (-0.9%)
71	Longaeva Partners L.P.	186,650	0.24%	$52.6M	NEW
72	Freestone Grove Partners LP	178,123	0.23%	$50.2M	NEW
73	Sumitomo Mitsui Trust Group, Inc.	167,647	0.21%	$47.2M	+119 (+0.1%)
74	Amundi	164,400	0.21%	$46.3M	+38,624 (+30.7%)
75	STIFEL FINANCIAL CORP	162,530	0.21%	$45.8M	-2,027 (-1.2%)
76	Balyasny Asset Management L.P.	161,641	0.21%	$45.5M	NEW
77	National Pension Service	161,309	0.20%	$45.4M	+20,758 (+14.8%)
78	GOLDENTREE ASSET MANAGEMENT LP	155,495	0.20%	$43.7M	NEW
79	Alyeska Investment Group, L.P.	155,023	0.20%	$43.7M	-415 (-0.3%)
80	VANGUARD ASSET MANAGEMENT, Ltd	153,531	0.19%	$43.2M	+16,643 (+12.2%)
81	RENAISSANCE TECHNOLOGIES LLC	151,660	0.19%	$42.7M	+31,120 (+25.8%)
82	LPL Financial LLC	146,208	0.19%	$41.2M	+4,090 (+2.9%)
83	BARCLAYS PLC	143,696	0.18%	$40.5M	+51,098 (+55.2%)
84	Hudson Bay Capital Management LP	138,214	0.18%	$38.9M	+2,890 (+2.1%)
85	Solel Partners LP	137,000	0.17%	$38.6M	NEW
86	FRANKLIN RESOURCES INC	134,652	0.17%	$37.9M	-267,362 (-66.5%)
87	BROWN BROTHERS HARRIMAN & CO	131,278	0.17%	$37.0M	-14,915 (-10.2%)
88	Diamond Hill Capital Management, LLC (Investment Advisor)	129,413	0.16%	$36.5M	-7,135 (-5.2%)
89	AMERIPRISE FINANCIAL INC	124,822	0.16%	$35.2M	-139,911 (-52.8%)
90	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	121,799	0.15%	$34.3M	+4,423 (+3.8%)
91	Perpetual Ltd	121,468	0.15%	$34.2M	+3,894 (+3.3%)
92	HMI Capital Management, L.P.	118,600	0.15%	$33.4M	NEW
93	BAMCO INC /NY/	114,224	0.15%	$32.2M	-7,554 (-6.2%)
94	TORONTO DOMINION BANK	111,345	0.14%	$31.4M	+100,509 (+927.5%)
95	Schonfeld Strategic Advisors LLC	109,073	0.14%	$30.7M	+19,311 (+21.5%)
96	Interval Partners, LP	108,628	0.14%	$30.6M	+67,537 (+164.4%)
97	California Public Employees Retirement System	107,383	0.14%	$30.2M	-35,905 (-25.1%)
98	Invesco Ltd.	106,651	0.14%	$30.0M	-242,360 (-69.4%)
99	DANSKE BANK A/S	97,361	0.12%	$27.4M	-2,279 (-2.3%)
100	SEI INVESTMENTS CO	97,060	0.12%	$27.3M	-29,714 (-23.4%)
101	Mitsubishi UFJ Asset Management Co., Ltd.	95,357	0.12%	$26.9M	+9,426 (+11.0%)
102	DISCOVERY CAPITAL MANAGEMENT, LLC / CT	93,500	0.12%	$26.3M	NEW
103	RHUMBLINE ADVISERS	92,497	0.12%	$26.1M	-8,568 (-8.5%)
104	SummitTX Capital, L.P.	89,812	0.11%	$25.3M	+71,346 (+386.4%)
105	Cander Asset Management LP	88,037	0.11%	$24.8M	-7,293 (-7.7%)
106	Champlain Investment Partners, LLC	86,115	0.11%	$24.3M	-14,935 (-14.8%)
107	Ensign Peak Advisors, Inc	86,043	0.11%	$24.2M	+13,181 (+18.1%)
108	ROYAL BANK OF CANADA	84,257	0.11%	$23.7M	-73,572 (-46.6%)
109	WELLINGTON MANAGEMENT GROUP LLP	77,866	0.10%	$21.9M	-64,271 (-45.2%)
110	Clarkston Capital Partners, LLC	76,499	0.10%	$21.5M	-19,905 (-20.6%)
111	Aberdeen Group plc	75,862	0.10%	$21.4M	-22,582 (-22.9%)
112	Russell Investments Group, Ltd.	75,786	0.10%	$21.3M	+19,153 (+33.8%)
113	Ceredex Value Advisors LLC	74,269	0.09%	$20.9M	-58,651 (-44.1%)
114	TRILLIUM ASSET MANAGEMENT, LLC	71,767	0.09%	$20.2M	-828 (-1.1%)
115	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	71,153	0.09%	$20.0M	-257,721 (-78.4%)
116	HSBC HOLDINGS PLC	70,358	0.09%	$19.8M	+26,562 (+60.6%)
117	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	70,284	0.09%	$19.8M	-1,660 (-2.3%)
118	AVIVA PLC	69,319	0.09%	$19.5M	+495 (+0.7%)
119	FAMILY WEALTH PARTNERS, LLC	69,073	0.09%	$19.5M	-2,458 (-3.4%)
120	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	66,000	0.08%	$18.6M	NEW
121	CITIGROUP INC	65,397	0.08%	$18.4M	-63,200 (-49.1%)
122	Focus Partners Advisor Solutions, LLC	64,443	0.08%	$18.2M	-4,372 (-6.4%)
123	Mawer Investment Management Ltd.	64,243	0.08%	$18.1M	+15,520 (+31.9%)
124	ROYAL LONDON ASSET MANAGEMENT LTD	63,710	0.08%	$17.9M	-1,255 (-1.9%)
125	Hiddenite Capital Partners LP	60,000	0.08%	$16.9M	NEW
126	MOORE CAPITAL MANAGEMENT, LP	55,840	0.07%	$15.7M	NEW
127	THORNBURG INVESTMENT MANAGEMENT INC	54,967	0.07%	$15.5M	+17,957 (+48.5%)
128	VOYA INVESTMENT MANAGEMENT LLC	54,946	0.07%	$15.5M	-274,324 (-83.3%)
129	Jain Global LLC	54,840	0.07%	$15.4M	-47,368 (-46.3%)
130	Teca Partners, LP	54,438	0.07%	$15.3M	+4,360 (+8.7%)
131	JENNISON ASSOCIATES LLC	53,967	0.07%	$15.2M	-81,254 (-60.1%)
132	Foster Victor Wealth Advisors, LLC	52,447	0.07%	$16.9M	-22,284 (-29.8%)
133	STATE OF WISCONSIN INVESTMENT BOARD	50,496	0.06%	$14.2M	-5,057 (-9.1%)
134	TRUIST FINANCIAL CORP	50,282	0.06%	$14.2M	-153,966 (-75.4%)
135	NATIXIS ADVISORS, LLC	47,540	0.06%	$13.4M	+292 (+0.6%)
136	Trexquant Investment LP	47,198	0.06%	$13.3M	NEW
137	SCHRODER INVESTMENT MANAGEMENT GROUP	47,094	0.06%	$13.3M	+44,279 (+1573.0%)
138	WINMILL & CO. INC	46,500	0.06%	$13.1M	—
139	B. Metzler seel. Sohn & Co. AG	46,399	0.06%	$13.1M	-1,151 (-2.4%)
140	Quantinno Capital Management LP	43,839	0.06%	$12.3M	-2,677 (-5.8%)
141	Tredje AP-fonden	43,620	0.06%	$12.3M	+12,530 (+40.3%)
142	Universal- Beteiligungs- und Servicegesellschaft mbH	43,562	0.06%	$12.3M	-1,717 (-3.8%)
143	XTX Topco Ltd	43,116	0.05%	$12.1M	+25,930 (+150.9%)
144	Woodline Partners LP	43,044	0.05%	$12.1M	+39,922 (+1278.7%)
145	NEW YORK STATE COMMON RETIREMENT FUND	40,441	0.05%	$11.4M	-3,200 (-7.3%)
146	Vanguard Investments Australia, Ltd.	40,371	0.05%	$11.4M	+718 (+1.8%)
147	WHITTIER TRUST CO	40,238	0.05%	$12.3M	-213 (-0.5%)
148	LRZ CAPITAL LLC	39,710	0.05%	$11.2M	-5,240 (-11.7%)
149	Pictet Asset Management Holding SA	39,492	0.05%	$11.1M	-338 (-0.8%)
150	Vanguard Global Advisers, LLC	38,530	0.05%	$10.9M	-1,166 (-2.9%)
151	Aquatic Capital Management LLC	37,707	0.05%	$10.6M	NEW
152	KR Capital LP	37,449	0.05%	$10.5M	+20,793 (+124.8%)
153	Gillson Capital LP	37,280	0.05%	$10.5M	+15,280 (+69.5%)
154	Korea Investment CORP	36,812	0.05%	$10.4M	+5,599 (+17.9%)
155	Foyston, Gordon & Payne Inc	36,282	0.05%	$10.3M	+7,558 (+26.3%)
156	LOGAN CAPITAL MANAGEMENT INC	35,802	0.05%	$10.1M	NEW
157	Mitsubishi UFJ Trust & Banking Corp	35,646	0.05%	$10.0M	+1,217 (+3.5%)
158	Zurcher Kantonalbank (Zurich Cantonalbank)	35,397	0.04%	$10.0M	-1,456 (-4.0%)
159	Man Group plc	35,153	0.04%	$9.9M	+23,332 (+197.4%)
160	AQR CAPITAL MANAGEMENT LLC	34,500	0.04%	$9.7M	+1,575 (+4.8%)
161	Treasurer of the State of North Carolina	34,094	0.04%	$9.6M	-20 (-0.1%)
162	KLP KAPITALFORVALTNING AS	33,780	0.04%	$9.5M	+2,480 (+7.9%)
163	Pathstone Holdings, LLC	33,523	0.04%	$9.4M	-461 (-1.4%)
164	Jump Financial, LLC	31,613	0.04%	$8.9M	NEW
165	Corient Private Wealth LP	30,811	0.04%	$8.7M	-1,751 (-5.4%)
166	Asset Management One Co., Ltd.	30,179	0.04%	$8.5M	+603 (+2.0%)
167	FJ Capital Management LLC	29,967	0.04%	$8.4M	NEW
168	Nykredit A/S	29,959	0.04%	$8.4M	NEW
169	Lighthouse Investment Partners, LLC	29,300	0.04%	$8.3M	+18,171 (+163.3%)
170	LBP AM SA	29,215	0.04%	$8.2M	-8,390 (-22.3%)
171	KENNEDY CAPITAL MANAGEMENT LLC	28,941	0.04%	$8.2M	+8,765 (+43.4%)
172	ArrowMark Colorado Holdings LLC	28,835	0.04%	$8.1M	—
173	KWB Wealth	28,751	0.04%	$8.1M	+127 (+0.4%)
174	ICICI Prudential Asset Management Co Ltd	28,441	0.04%	$8.0M	+11,963 (+72.6%)
175	ICON ADVISERS INC/CO	28,348	0.04%	$8.0M	-400 (-1.4%)
176	TRAN CAPITAL MANAGEMENT, L.P.	28,177	0.04%	$7.9M	+26,329 (+1424.7%)
177	Private Advisor Group, LLC	28,000	0.04%	$7.9M	-192 (-0.7%)
178	IRIDIAN ASSET MANAGEMENT LLC/CT	27,247	0.03%	$7.7M	+7,729 (+39.6%)
179	Swedbank AB	26,561	0.03%	$7.5M	-31,787 (-54.5%)
180	State of New Jersey Common Pension Fund D	26,493	0.03%	$7.5M	-805 (-2.9%)
181	Y-Intercept (Hong Kong) Ltd	26,484	0.03%	$7.5M	NEW
182	GW&K Investment Management, LLC	26,319	0.03%	$7.4M	-745 (-2.8%)
183	Taikang Asset Management (Hong Kong) Co Ltd	26,265	0.03%	$7.4M	+224 (+0.9%)
184	Handelsbanken Fonder AB	25,861	0.03%	$7.3M	+3,280 (+14.5%)
185	FIRST TRUST ADVISORS LP	25,722	0.03%	$7.2M	-67,829 (-72.5%)
186	NOMURA ASSET MANAGEMENT CO LTD	25,625	0.03%	$7.2M	-136 (-0.5%)
187	Heights Point Management, LP	24,897	0.03%	$7.0M	NEW
188	EFG International AG	24,793	0.03%	$7.0M	+4,059 (+19.6%)
189	Saraza Management, LP	24,500	0.03%	$6.9M	-10,100 (-29.2%)
190	Lansforsakringar Fondforvaltning AB (publ)	24,210	0.03%	$6.8M	-158 (-0.6%)
191	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	23,767	0.03%	$6.7M	-455 (-1.9%)
192	CAPTRUST FINANCIAL ADVISORS	23,565	0.03%	$6.6M	-9,609 (-29.0%)
193	CANADA LIFE ASSURANCE Co	23,358	0.03%	$6.6M	-397 (-1.7%)
194	Resona Asset Management Co.,Ltd.	23,043	0.03%	$6.4M	-1,283 (-5.3%)
195	Mn Services Vermogensbeheer B.V.	23,042	0.03%	$6.5M	-7,700 (-25.0%)
196	ARIZONA STATE RETIREMENT SYSTEM	22,991	0.03%	$6.5M	+1,243 (+5.7%)
197	Swiss Life Asset Management Ltd	22,931	0.03%	$6.5M	+8,818 (+62.5%)
198	Karl Kapital LLC	22,675	0.03%	$6.4M	+4,681 (+26.0%)
199	JONES FINANCIAL COMPANIES LLLP	22,345	0.03%	$6.0M	+1,422 (+6.8%)
200	BW Gestao de Investimentos Ltda.	22,341	0.03%	$6.3M	NEW
201	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	21,920	0.03%	$6.2M	-520 (-2.3%)
202	WINTON GROUP Ltd	21,878	0.03%	$6.2M	+20,842 (+2011.8%)
203	STOREBRAND ASSET MANAGEMENT AS	21,681	0.03%	$6.1M	-272 (-1.2%)
204	Walleye Capital LLC	21,524	0.03%	$6.1M	-5,855 (-21.4%)
205	IFM Investors Pty Ltd	20,812	0.03%	$5.9M	+1,561 (+8.1%)
206	WHITTIER TRUST CO OF NEVADA INC	20,373	0.03%	$6.3M	-495 (-2.4%)
207	Winthrop Advisory Group LLC	19,758	0.03%	$5.6M	+93 (+0.5%)
208	Empowered Funds, LLC	19,405	0.02%	$5.5M	-4,934 (-20.3%)
209	Brevan Howard Capital Management LP	19,275	0.02%	$5.4M	+13,013 (+207.8%)
210	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	19,016	0.02%	$5.4M	+1,901 (+11.1%)
211	US BANCORP \DE\	18,563	0.02%	$5.2M	-276 (-1.5%)
212	REINHART PARTNERS, LLC.	18,559	0.02%	$5.2M	-1,192 (-6.0%)
213	DARK FOREST CAPITAL MANAGEMENT LP	18,439	0.02%	$5.2M	+2,876 (+18.5%)
214	Cetera Investment Advisers	18,019	0.02%	$5.1M	-1,492 (-7.6%)
215	SEB Asset Management AB	17,757	0.02%	$5.0M	+1,047 (+6.3%)
216	Silvant Capital Management LLC	17,188	0.02%	$4.8M	-2,072 (-10.8%)
217	Vestmark Advisory Solutions, Inc.	16,998	0.02%	$4.8M	-1,138 (-6.3%)
218	PICTON MAHONEY ASSET MANAGEMENT	16,793	0.02%	$4.7M	-56,257 (-77.0%)
219	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	16,662	0.02%	$4.7M	-18,329 (-52.4%)
220	Freshford Capital Management, LLC	16,624	0.02%	$4.7M	NEW
221	DNB Asset Management AS	16,477	0.02%	$4.6M	—
222	OSAIC HOLDINGS, INC.	16,124	0.02%	$4.5M	+1,762 (+12.3%)
223	MML INVESTORS SERVICES, LLC	16,070	0.02%	$4.5M	+1,861 (+13.1%)
224	Eurizon Capital SGR S.p.A.	16,043	0.02%	$4.5M	+685 (+4.5%)
225	PRIMECAP MANAGEMENT CO/CA/	16,000	0.02%	$4.5M	—
226	ARGENT CAPITAL MANAGEMENT LLC	15,938	0.02%	$4.5M	-12,917 (-44.8%)
227	BLAIR WILLIAM & CO/IL	15,924	0.02%	$4.5M	-1,246 (-7.3%)
228	Bell Asset Management Ltd	15,700	0.02%	$4.4M	+2,046 (+15.0%)
229	BANK OF MONTREAL /CAN/	15,429	0.02%	$4.3M	+701 (+4.8%)
230	Daiwa Securities Group Inc.	15,337	0.02%	$4.3M	+1,589 (+11.6%)
231	BRANT POINT INVESTMENT MANAGEMENT LLC	14,987	0.02%	$4.2M	-2,977 (-16.6%)
232	Creative Planning	14,847	0.02%	$4.2M	+3,637 (+32.4%)
233	Janney Montgomery Scott LLC	14,413	0.02%	$4.1M	-5,248 (-26.7%)
234	United Asset Strategies, Inc.	14,409	0.02%	$4.1M	+642 (+4.7%)
235	Connor, Clark & Lunn Investment Management Ltd.	14,288	0.02%	$4.0M	+13,044 (+1048.6%)
236	Kerusso Capital Management LLC	13,940	0.02%	$3.9M	+2,652 (+23.5%)
237	XPONANCE LLC	13,798	0.02%	$3.9M	-5,165 (-27.2%)
238	CIBC Bancorp USA Inc.	13,539	0.02%	$3.8M	+2,139 (+18.8%)
239	COMMERCE BANK	13,172	0.02%	$3.7M	-775 (-5.6%)
240	Sumitomo Mitsui DS Asset Management Company, Ltd	12,973	0.02%	$3.7M	-67 (-0.5%)
241	KBC Group NV	12,835	0.02%	$3.6M	-87 (-0.7%)
242	Squarepoint Ops LLC	12,795	0.02%	$3.6M	-7,661 (-37.5%)
243	&PARTNERS	12,702	0.02%	$3.6M	-392 (-3.0%)
244	Federation des caisses Desjardins du Quebec	12,618	0.02%	$3.6M	+1,367 (+12.2%)
245	Atria Investments, Inc	12,538	0.02%	$3.5M	-1,822 (-12.7%)
246	PensionDanmark Pensionsforsikringsaktieselskab	12,320	0.02%	$3.5M	+1,008 (+8.9%)
247	HighTower Advisors, LLC	12,255	0.02%	$3.5M	-993 (-7.5%)
248	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	12,181	0.02%	$3.4M	-2,325 (-16.0%)
249	Utah Retirement Systems	12,154	0.02%	$3.4M	-800 (-6.2%)
250	Annex Advisory Services, LLC	12,128	0.02%	$3.4M	+1,153 (+10.5%)

Exited since 2026-03-31 (96 filers; largest 25 shown)

JANUS HENDERSON GROUP PLC	−3,666,780
Cantillon Capital Management LLC	−324,927
Junto Capital Management LP	−238,515
WESTWOOD HOLDINGS GROUP INC	−109,442
LYNWOOD PRICE CAPITAL MANAGEMENT LP	−59,500
Artemis Investment Management LLP	−51,927
Munich Reinsurance Co Stock Corp in Munich	−37,605
DONALDSON CAPITAL MANAGEMENT, LLC	−28,398
1248 Management, LLC	−13,873
Cinctive Capital Management LP	−13,611
KORNITZER CAPITAL MANAGEMENT INC /KS	−13,500
J. Goldman & Co LP	−8,300
Laurion Capital Management LP	−7,000
Jackson Wealth Management, LLC	−6,018
Farringdon Capital, Ltd.	−5,717
Coastal Bridge Advisors, LLC	−5,575
Future Fund LLC	−5,210
Virtus Investment Advisers, LLC	−5,198
South Dakota Investment Council	−5,147
PARADIGM ASSET MANAGEMENT CO LLC	−4,500
ASR Vermogensbeheer N.V.	−4,251
AG2R LA MONDIALE GESTION D'ACTIFS	−4,043
SkyView Investment Advisors, LLC	−3,384
Twin Tree Management, LP	−3,171
FEDERATED HERMES, INC.	−3,067

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
JANUS HENDERSON GROUP Ltd.	SCHEDULE 13G	2026-08-13	2026-06-30	4,198,356	5.3%
Boston Partners	SCHEDULE 13G	2026-08-04	2026-06-30	4,004,971.61	5.01%
Dodge & Cox	SCHEDULE 13G	2026-05-14	2026-03-31	4,146,547	5.2%
Vanguard Capital Management	SCHEDULE 13G	2026-04-30	2026-03-31	4,300,570	5.36%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%

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.