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.

Baldwin Insurance Group, Inc.

CIK 0001781755BWIN· quarter ending 2026-06-30

Shares outstanding

139,498,334

as of 2026-07-24 · 10-Q cover page, filed 2026-07-30

Held by 13F filers

89,589,382

92.5% of Common Class A

Holders

228

+10 vs 2026-03-31 · 38 new, 28 exited

Value

$2.4B

shares -1.0% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-07-30, as of 2026-07-24)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common Class A	BWIN · NASDAQ	96,838,572	89,589,382	92.5%	228	05589G102
Common Class B	not listed	42,659,762	—	—

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
	05589G102	COM CL A	228	89,589,382	96,838,572	92.5%	$2.4B	5 call / 3 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. 3 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (228 of 228 · 05589G102)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	FMR LLC	14,752,216	15.23%	$392.1M	+798,154 (+5.7%)
2	BlackRock, Inc.	7,251,950	7.49%	$192.8M	+600,650 (+9.0%)
3	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	6,732,965	6.95%	$179.0M	-61,527 (-0.9%)
4	VANGUARD PORTFOLIO MANAGEMENT LLC	3,262,912	3.37%	$86.7M	-212,219 (-6.1%)
5	VANGUARD CAPITAL MANAGEMENT LLC	3,166,381	3.27%	$84.2M	-298,538 (-8.6%)
6	Bank of New York Mellon Corp	3,077,351	3.18%	$81.8M	-840,736 (-21.5%)
7	BAMCO INC /NY/	2,712,386	2.80%	$72.1M	+2,318 (+0.1%)
8	STATE STREET CORP	2,665,874	2.75%	$70.8M	+192,620 (+7.8%)
9	GEODE CAPITAL MANAGEMENT, LLC	2,339,453	2.42%	$62.2M	+188,420 (+8.8%)
10	MORGAN STANLEY	2,277,033	2.35%	$60.5M	+473,826 (+26.3%)
11	Woodline Partners LP	2,264,135	2.34%	$60.2M	+1,774,195 (+362.1%)
12	FRONTIER CAPITAL MANAGEMENT CO LLC	2,097,658	2.17%	$55.8M	+995,206 (+90.3%)
13	T. Rowe Price Investment Management, Inc.	2,010,989	2.08%	$53.5M	+438,186 (+27.9%)
14	WESTWOOD HOLDINGS GROUP INC	1,938,370	2.00%	$51.5M	-638,826 (-24.8%)
15	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	1,912,711	1.98%	$50.8M	-67,172 (-3.4%)
16	Capital International Investors	1,690,697	1.75%	$44.9M	+47,140 (+2.9%)
17	UBS Group AG	1,641,349	1.69%	$43.6M	+374,524 (+29.6%)
18	Annis Gardner Whiting Capital Advisors, LLC	1,582,587	1.63%	$42.1M	-134,951 (-7.9%)
19	DIMENSIONAL FUND ADVISORS LP	1,346,168	1.39%	$35.8M	+12,297 (+0.9%)
20	Capital Research Global Investors	1,308,203	1.35%	$34.8M	-234,646 (-15.2%)
21	Boston Partners	1,192,820	1.23%	$31.7M	+420,117 (+54.4%)
22	BANK OF AMERICA CORP /DE/	1,184,085	1.22%	$31.5M	+335,678 (+39.6%)
23	Point72 Asset Management, L.P.	1,038,190	1.07%	$27.6M	+591,212 (+132.3%)
24	Champlain Investment Partners, LLC	863,038	0.89%	$22.9M	-171,222 (-16.6%)
25	NORTHERN TRUST CORP	810,264	0.84%	$21.5M	+58,938 (+7.8%)
26	Fenimore Asset Management Inc	795,434	0.82%	$21.1M	+92,126 (+13.1%)
27	Venator Management LLC	773,345	0.80%	$20.6M	—
28	Bridgewater Advisors Inc.	728,743	0.75%	$21.5M	NEW
29	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	723,413	0.75%	$19.2M	+45,189 (+6.7%)
30	MetLife Investment Management, LLC	692,797	0.72%	$18.4M	-244,896 (-26.1%)
31	GOLDMAN SACHS GROUP INC	673,005	0.69%	$17.9M	-9,467 (-1.4%)
32	ROYAL BANK OF CANADA	651,487	0.67%	$17.3M	-126,794 (-16.3%)
33	KENNEDY CAPITAL MANAGEMENT LLC	612,135	0.63%	$16.3M	-30,581 (-4.8%)
34	Fiera Capital Corp	596,374	0.62%	$15.9M	-447,398 (-42.9%)
35	VANGUARD FIDUCIARY TRUST CO	581,482	0.60%	$15.5M	+16,745 (+3.0%)
36	Aristotle Capital Boston, LLC	568,427	0.59%	$15.1M	-113,633 (-16.7%)
37	1776 Wealth LLC	537,410	0.55%	$14.3M	+178,219 (+49.6%)
38	SEI INVESTMENTS CO	446,679	0.46%	$11.9M	-9,495 (-2.1%)
39	BECK MACK & OLIVER LLC	438,020	0.45%	$11.6M	+10,935 (+2.6%)
40	JPMORGAN CHASE & CO	410,190	0.42%	$10.9M	-13,948 (-3.3%)
41	CIBC Bancorp USA Inc.	405,426	0.42%	$10.8M	+606 (+0.1%)
42	Nuveen, LLC	392,561	0.41%	$10.4M	+121,757 (+45.0%)
43	NEW YORK STATE COMMON RETIREMENT FUND	364,353	0.38%	$9.7M	-333,827 (-47.8%)
44	Tributary Capital Management, LLC	357,734	0.37%	$9.5M	-10,634 (-2.9%)
45	Jupiter Topco LLC	329,652	0.34%	$8.8M	NEW
46	Freestone Grove Partners LP	327,679	0.34%	$8.7M	NEW
47	STATE OF WISCONSIN INVESTMENT BOARD	325,131	0.34%	$8.6M	-42,780 (-11.6%)
48	EQUITABLE TRUST CO	282,998	0.29%	$7.5M	—
49	PEREGRINE CAPITAL MANAGEMENT LLC	245,502	0.25%	$6.5M	-21,408 (-8.0%)
50	MAI Capital Management	221,435	0.23%	$5.9M	-22 (-0.0%)
51	WELLS FARGO & COMPANY/MN	197,936	0.20%	$5.3M	+57,226 (+40.7%)
52	FIFTH THIRD BANCORP	185,553	0.19%	$4.9M	+106,360 (+134.3%)
53	NICHOLAS COMPANY, INC.	184,180	0.19%	$4.9M	—
54	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	183,854	0.19%	$4.9M	-12,317 (-6.3%)
55	PALISADE CAPITAL MANAGEMENT, LP	173,017	0.18%	$4.6M	-190,436 (-52.4%)
56	Gillson Capital LP	172,991	0.18%	$4.6M	NEW
57	Lighthouse Investment Partners, LLC	171,922	0.18%	$4.6M	NEW
58	Man Group plc	166,028	0.17%	$4.4M	-370,824 (-69.1%)
59	Swiss National Bank	155,500	0.16%	$4.1M	+14,800 (+10.5%)
60	Balyasny Asset Management L.P.	153,172	0.16%	$4.1M	NEW
61	SMITH CHAS P & ASSOCIATES PA CPAS	150,183	0.16%	$4.0M	—
62	ENVESTNET ASSET MANAGEMENT INC	144,486	0.15%	$3.8M	-473 (-0.3%)
63	Rockefeller Capital Management L.P.	129,339	0.13%	$3.4M	-5,074 (-3.8%)
64	PRICE T ROWE ASSOCIATES INC /MD/	125,590	0.13%	$3.3M	-90,340 (-41.8%)
65	RHUMBLINE ADVISERS	120,032	0.12%	$3.2M	+16,540 (+16.0%)
66	ALLIANCEBERNSTEIN L.P.	106,200	0.11%	$2.3M	-23 (-0.0%)
67	DEUTSCHE BANK AG\	105,609	0.11%	$2.8M	+25,850 (+32.4%)
68	Madison Asset Management, LLC	103,470	0.11%	$2.8M	+146 (+0.1%)
69	HB Wealth Management, LLC	103,226	0.11%	$2.7M	+28,775 (+38.6%)
70	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	94,048	0.10%	$2.5M	+10,540 (+12.6%)
71	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	89,248	0.09%	$2.4M	-14,347 (-13.8%)
72	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	88,806	0.09%	$2.4M	-9,056 (-9.3%)
73	Universal- Beteiligungs- und Servicegesellschaft mbH	81,163	0.08%	$2.2M	+8,761 (+12.1%)
74	BROWN BROTHERS HARRIMAN & CO	80,665	0.08%	$2.1M	—
75	Invesco Ltd.	80,591	0.08%	$2.1M	+10,489 (+15.0%)
76	CONFLUENCE INVESTMENT MANAGEMENT LLC	77,621	0.08%	$2.1M	-561,016 (-87.8%)
77	Pathway Financial Advisors LLC	76,394	0.08%	$2.2M	-52,324 (-40.7%)
78	Laird Norton Wetherby Trust Company, LLC	74,998	0.08%	$2.0M	+83 (+0.1%)
79	CITADEL ADVISORS LLC	73,992	0.08%	$2.0M	NEW
80	Summit Creek Advisors LLC	66,487	0.07%	$1.8M	-67,430 (-50.4%)
81	Legal & General Group Plc	64,269	0.07%	$1.7M	+7,519 (+13.2%)
82	AQR CAPITAL MANAGEMENT LLC	63,518	0.07%	$1.7M	-36,577 (-36.5%)
83	FIRST TRUST ADVISORS LP	62,929	0.06%	$1.7M	NEW
84	Cambridge Investment Research Advisors, Inc.	61,646	0.06%	$1.6M	+30,463 (+97.7%)
85	NOMURA HOLDINGS INC	60,920	0.06%	$1.6M	-1,482,098 (-96.1%)
86	VANGUARD ASSET MANAGEMENT, Ltd	56,002	0.06%	$1.5M	+9,834 (+21.3%)
87	CITIGROUP INC	54,526	0.06%	$1.4M	+37,465 (+219.6%)
88	CSM Advisors, LLC	51,388	0.05%	$1.4M	NEW
89	HighTower Advisors, LLC	51,102	0.05%	$1.4M	-41,975 (-45.1%)
90	MANUFACTURERS LIFE INSURANCE COMPANY, THE	50,046	0.05%	$1.3M	+9,182 (+22.5%)
91	SAPIENT CAPITAL LLC	50,000	0.05%	$1.3M	—
92	CAPTRUST FINANCIAL ADVISORS	49,618	0.05%	$1.3M	-9,428 (-16.0%)
93	Russell Investments Group, Ltd.	48,039	0.05%	$1.3M	-11,230 (-18.9%)
94	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	45,171	0.05%	$1.2M	+263 (+0.6%)
95	RAYMOND JAMES FINANCIAL INC	44,575	0.05%	$1.2M	+28,247 (+173.0%)
96	Quantinno Capital Management LP	42,392	0.04%	$1.1M	+31,775 (+299.3%)
97	Creative Planning	40,498	0.04%	$1.1M	-14,735 (-26.7%)
98	SUSQUEHANNA INTERNATIONAL GROUP, LLP	39,293	0.04%	$1.0M	+703 (+1.8%)
99	Orion Porfolio Solutions, LLC	38,563	0.04%	$1.0M	+14,465 (+60.0%)
100	Cerity Partners LLC	37,144	0.04%	$987K	NEW
101	Bleakley Financial Group, LLC	36,470	0.04%	$969K	NEW
102	Washington Trust Bank	36,217	0.04%	$963K	—
103	CIBC WORLD MARKET INC.	36,000	0.04%	$957K	NEW
104	SG Americas Securities, LLC	34,725	0.04%	$923K	+19,337 (+125.7%)
105	Quadrant Private Wealth Management, LLC	34,686	0.04%	$922K	-28,015 (-44.7%)
106	NATIXIS	34,000	0.04%	$904K	—
107	Zurcher Kantonalbank (Zurich Cantonalbank)	32,739	0.03%	$870K	—
108	Jain Global LLC	32,371	0.03%	$860K	NEW
109	Vanguard Global Advisers, LLC	30,014	0.03%	$798K	-1,990 (-6.2%)
110	Aptus Capital Advisors, LLC	29,632	0.03%	$788K	+19 (+0.1%)
111	Sunburst Financial Group, LLC	29,281	0.03%	$778K	—
112	Police & Firemen's Retirement System of New Jersey	28,930	0.03%	$769K	+3,068 (+11.9%)
113	Weiss Asset Management LP	27,680	0.03%	$736K	NEW
114	HARBOR CAPITAL ADVISORS, INC.	27,325	0.03%	$726K	-2,126 (-7.2%)
115	Red Door Wealth Management, LLC	27,000	0.03%	$718K	—
116	DIVERSIFIED TRUST CO	26,734	0.03%	$711K	-6,749 (-20.2%)
117	ENTREWEALTH, LLC	24,868	0.03%	$711K	-12,469 (-33.4%)
118	Americana Partners, LLC	24,156	0.02%	$642K	—
119	ALLSTATE CORP	23,998	0.02%	$638K	NEW
120	ASSETMARK, INC	22,816	0.02%	$606K	-3,477 (-13.2%)
121	Empower Advisory Group, LLC	22,806	0.02%	$606K	—
122	LPL Financial LLC	22,693	0.02%	$603K	-25,703 (-53.1%)
123	Handelsbanken Fonder AB	21,700	0.02%	$577K	—
124	ARIZONA STATE RETIREMENT SYSTEM	21,377	0.02%	$568K	+1,678 (+8.5%)
125	Mariner, LLC	21,341	0.02%	$567K	-20,962 (-49.6%)
126	STIFEL FINANCIAL CORP	20,422	0.02%	$543K	-6,211 (-23.3%)
127	BLAIR WILLIAM & CO/IL	19,152	0.02%	$509K	-2,802 (-12.8%)
128	VOYA INVESTMENT MANAGEMENT LLC	18,729	0.02%	$498K	+2,748 (+17.2%)
129	Vanguard Investments Australia, Ltd.	17,894	0.02%	$476K	—
130	IMC-Chicago, LLC	17,698	0.02%	$470K	NEW
131	KLP KAPITALFORVALTNING AS	17,600	0.02%	$468K	+2,300 (+15.0%)
132	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	17,199	0.02%	$457K	—
133	INTECH INVESTMENT MANAGEMENT LLC	17,177	0.02%	$457K	-1,590 (-8.5%)
134	MARSHALL WACE, LLP	16,750	0.02%	$445K	NEW
135	Cornerstone Wealth Group, LLC	16,709	0.02%	$444K	-17 (-0.1%)
136	BARCLAYS PLC	16,341	0.02%	$434K	-7,347 (-31.0%)
137	Dockside LLC	16,220	0.02%	$431K	NEW
138	PRUDENTIAL FINANCIAL INC	16,140	0.02%	$429K	+1,245 (+8.4%)
139	Corient Private Wealth LP	16,129	0.02%	$429K	-486,332 (-96.8%)
140	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	15,004	0.02%	$399K	-11,479 (-43.3%)
141	JONES FINANCIAL COMPANIES LLLP	13,045	0.01%	$342K	-4,196 (-24.3%)
142	AMERIPRISE FINANCIAL INC	13,045	0.01%	$347K	+1,055 (+8.8%)
143	ProShare Advisors LLC	12,841	0.01%	$341K	-1,035 (-7.5%)
144	NATIXIS ADVISORS, LLC	12,683	0.01%	$337K	-4,795 (-27.4%)
145	FIRST NATIONAL BANK OF OMAHA	11,918	0.01%	$317K	+43 (+0.4%)
146	Pictet Asset Management Holding SA	11,166	0.01%	$297K	—
147	VICTORY CAPITAL MANAGEMENT INC	10,813	0.01%	$287K	-16 (-0.1%)
148	Lido Advisors, LLC	10,033	0.01%	$267K	+6 (+0.1%)
149	Aurdan Capital Management, LLC	9,700	0.01%	$258K	—
150	XPONANCE LLC	9,668	0.01%	$257K	NEW
151	MILLENNIUM MANAGEMENT LLC	9,662	0.01%	$257K	NEW
152	Cloud Capital Management, LLC	9,508	0.01%	$252K	+10 (+0.1%)
153	Core Wealth Advisors, Inc.	9,424	0.01%	$250K	—
154	Cetera Trust Company, N.A	8,950	0.01%	$238K	+880 (+10.9%)
155	Ameritas Investment Partners, Inc.	8,902	0.01%	$237K	+1,068 (+13.6%)
156	PNC Financial Services Group, Inc.	8,851	0.01%	$235K	-68 (-0.8%)
157	KING LUTHER CAPITAL MANAGEMENT CORP	8,500	0.01%	$226K	NEW
158	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	8,429	0.01%	$224K	—
159	Walleye Capital LLC	8,313	0.01%	$221K	NEW
160	ZWJ INVESTMENT COUNSEL INC	8,300	0.01%	$221K	-1,544 (-15.7%)
161	Schonfeld Strategic Advisors LLC	7,916	0.01%	$210K	NEW
162	CANADA LIFE ASSURANCE Co	7,510	0.01%	$199K	—
163	HHM Wealth Advisors, LLC	6,270	0.01%	$167K	—
164	Quantbot Technologies LP	6,236	0.01%	$166K	NEW
165	Ensign Peak Advisors, Inc	5,498	0.01%	$146K	—
166	US BANCORP \DE\	5,298	0.01%	$141K	+269 (+5.3%)
167	KBC Group NV	4,246	0.00%	$113K	—
168	Nykredit A/S	4,108	0.00%	$109K	NEW
169	Tower Research Capital LLC (TRC)	4,086	0.00%	$109K	-5,568 (-57.7%)
170	Lavaca Capital LLC	3,800	0.00%	$101K	NEW
171	NewEdge Advisors, LLC	3,475	0.00%	$92K	—
172	IFP Advisors, Inc	2,811	0.00%	$75K	-105 (-3.6%)
173	GROUP ONE TRADING LLC	2,631	0.00%	$70K	NEW
174	OSAIC HOLDINGS, INC.	2,087	0.00%	$55K	+1,346 (+181.6%)
175	Parkside Financial Bank & Trust	2,080	0.00%	$55K	-58 (-2.7%)
176	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	1,342	0.00%	$36K	-326 (-19.5%)
177	Dorato Capital Management	1,333	0.00%	$35K	—
178	Larson Financial Group LLC	1,261	0.00%	$34K	-350 (-21.7%)
179	Versant Capital Management, Inc	1,201	0.00%	$32K	+363 (+43.3%)
180	Arax Advisory Partners	1,105	0.00%	$29K	+937 (+557.7%)
181	SIGNATUREFD, LLC	1,040	0.00%	$28K	-248 (-19.3%)
182	GAMMA Investing LLC	727	0.00%	$19K	-162 (-18.2%)
183	MTM Investment Management, LLC	700	0.00%	$19K	—
184	EverSource Wealth Advisors, LLC	694	0.00%	$18K	-584 (-45.7%)
185	ELEVATION WEALTH PARTNERS, LLC	672	0.00%	$18K	—
186	NISA INVESTMENT ADVISORS, LLC	647	0.00%	$17K	-3 (-0.5%)
187	Optiver Holding B.V.	624	0.00%	$17K	+214 (+52.2%)
188	Continuum Advisory, LLC	570	0.00%	$15K	NEW
189	Kemnay Advisory Services Inc.	544	0.00%	$14K	NEW
190	Farther Finance Advisors, LLC	514	0.00%	$14K	+214 (+71.3%)
191	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	500	0.00%	$13K	-33 (-6.2%)
192	Parallel Advisors, LLC	490	0.00%	$13K	-15 (-3.0%)
193	Allworth Financial LP	434	0.00%	$12K	-331 (-43.3%)
194	PRIVATE TRUST CO NA	430	0.00%	$11K	—
195	Owl Creek Wealth Partners LLC	405	0.00%	$11K	+245 (+153.1%)
196	ATWOOD & PALMER INC	392	0.00%	$10K	—
197	UMB Bank, n.a.	370	0.00%	$10K	—
198	Caitong International Asset Management Co., Ltd	352	0.00%	$9K	-5,749 (-94.2%)
199	Sterling Capital Management LLC	344	0.00%	$9K	-276 (-44.5%)
200	ROTHSCHILD INVESTMENT LLC	337	0.00%	$9K	+48 (+16.6%)
201	LOS ANGELES CAPITAL MANAGEMENT LLC	317	0.00%	$8K	—
202	Silver Grove Financial Group, Inc.	312	0.00%	$8K	NEW
203	Essential Partners LLC	298	0.00%	$8K	-172 (-36.6%)
204	J.Safra Asset Management Corp	253	0.00%	$7K	+156 (+160.8%)
205	Stone House Investment Management, LLC	195	0.00%	$5K	NEW
206	Fortitude Family Office, LLC	172	0.00%	$5K	NEW
207	Bare Financial Services, Inc	169	0.00%	$4K	-22 (-11.5%)
208	HUNTINGTON NATIONAL BANK	148	0.00%	$4K	—
209	WHITTIER TRUST CO OF NEVADA INC	119	0.00%	$3K	—
210	Fulcrum Asset Management LLP	100	0.00%	$3K	NEW
211	Keating Financial Advisory Services, Inc.	89	0.00%	$2K	-2 (-2.2%)
212	Clearstead Advisors, LLC	78	0.00%	$2K	NEW
213	Global Retirement Partners, LLC	64	0.00%	$2K	NEW
214	Cape Investment Advisory, Inc.	60	0.00%	$2K	NEW
215	Investors Portfolio Services LLC	58	0.00%	$2K	—
216	Kilter Group LLC	32	0.00%	$851	—
217	CoreCap Advisors, LLC	31	0.00%	$824	+7 (+29.2%)
218	Covestor Ltd	31	0.00%	$1K	+25 (+416.7%)
219	SJS Investment Consulting Inc.	28	0.00%	$745	NEW
220	Park Place Capital Corp	27	0.00%	$718	—
221	Smartleaf Asset Management LLC	27	0.00%	$709	—
222	Torren Management, LLC	21	0.00%	$558	—
223	Bogart Wealth, LLC	20	0.00%	$532	NEW
224	Bruce G. Allen Investments, LLC	19	0.00%	$505	—
225	Pinnacle Wealth Planning Services, Inc.	16	0.00%	$425	—
226	SBI Securities Co., Ltd.	4	0.00%	$106	+1 (+33.3%)
227	Hughes Financial Services, LLC	2	0.00%	$53	+1 (+100.0%)
228	Dunhill Financial, LLC	1	0.00%	$47	—

Exited since 2026-03-31 (28 filers; largest 25 shown)

Artisan Partners Limited Partnership	−1,217,970
AMERICAN CENTURY COMPANIES INC	−1,028,729
JANUS HENDERSON GROUP PLC	−881,885
XTX Topco Ltd	−122,105
CWM, LLC	−114,948
KORNITZER CAPITAL MANAGEMENT INC /KS	−98,480
Campbell & CO Investment Adviser LLC	−90,230
Jefferies Financial Group Inc.	−48,258
SummitTX Capital, L.P.	−43,124
PANAGORA ASSET MANAGEMENT INC	−26,783
Advisory Services Network, LLC	−26,415
Numerai GP LLC	−23,664
Brooklyn Investment Group	−21,914
Holocene Advisors, LP	−16,446
Centiva Capital, LP	−15,879
Brevan Howard Capital Management LP	−15,379
Scientech Research LLC	−11,079
Waverly Advisors, LLC	−10,914
Gotham Asset Management, LLC	−10,392
BESSEMER GROUP INC	−10,280
Wealth Preservation Advisors, LLC	−1,931
Aster Capital Management (DIFC) Ltd	−245
Federation des caisses Desjardins du Quebec	−124
SIMPLEX TRADING, LLC	−48
MassMutual Private Wealth & Trust, FSB	−41

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
Paul J. Glazer	SCHEDULE 13G	2026-09-25	2026-09-18	5,179,906	5.35%
Glazer Capital, LLC	SCHEDULE 13G	2026-09-25	2026-09-18	5,179,906	5.35%
Capital International Investors	SCHEDULE 13G/A	2026-05-14	2026-03-31	1,643,557	1.7%
BIGH, LLC	SCHEDULE 13G/A	2026-05-08	2026-03-31	12,537,590	11.4%
Bradford L. Hale	SCHEDULE 13G/A	2026-05-08	2026-03-31	304,672	0.3%
Trevor L. Baldwin	SCHEDULE 13G/A	2026-05-08	2026-03-31	2,074,613	2.1%
Daniel A. Galbraith	SCHEDULE 13G/A	2026-05-08	2026-03-31	1,189,478	1.2%
Elizabeth H. Krystyn	SCHEDULE 13G/A	2026-05-08	2026-03-31	1,595,012	1.6%
Laura R. Sherman	SCHEDULE 13G/A	2026-05-08	2026-03-31	2,237,544	2.2%
L. Lowry Baldwin	SCHEDULE 13G/A	2026-05-08	2026-03-31	19,938,909	17%
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	SCHEDULE 13G/A	2026-05-07	2026-03-31	6,794,492	7%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%
Capital Research Global Investors	SCHEDULE 13G/A	2026-02-12	2025-12-31	3,017,071	4.2%
Champlain Investment Partners, LLC	SCHEDULE 13G	2026-02-12	2025-12-31	3,650,410	3.8%
FMR LLC	SCHEDULE 13G/A	2025-11-05	2025-09-30	10,697,221.22	15%
Abigail P. Johnson	SCHEDULE 13G/A	2025-11-05	2025-09-30	10,697,221.22	15%

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.