AAPL · Apple Inc. · Shareholders & Ownership

$347.73 -0.50 (-0.14%) At close · Oct 23

S&P 500 member Nasdaq-100 member Russell 1000 member Dow 30 member Rebalance outlook locked

Market Cap

$5.05T

14.59B

Volume · Oct 23 40.15M Avg daily vol (3M) 44.08M

Every disclosed holder of AAPL in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns AAPL

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	6,189	9,684,912,425	66.36%	Yes
Insiders (Forms 3, 4, 5)	17	9,291,051	0.06%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	4,899,976,524	33.57%	Rest
Registered funds (N-PORT, not summed)	2,162	3,723,600,629	25.51%	No

Shares outstanding: 14,594,180,000, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of AAPL

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,162,996,939	7.97%	+18,301,514	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	202,029,067	1.38%	+13,212,746	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	29,914,934	0.21%	-21,341,380	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	18,904,658	0.13%	+451,922	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P 500 Growth ETF Fund S000004311 · Registered fund · Jun 30, 2026 iShares Trust, not summed	15,503,207	0.11%	+77,202	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	14,797,281	0.10%	—	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	959,107,911	6.57%	+5,260,263	Jun 30, 2026	carried, not yet filed for the newest quarter
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	615,129,929	4.21%	+12,788,520	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	State Street(R) Technology Select Sector SPDR(R) ETF Fund S000006415 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	55,017,083	0.38%	+9,813,308	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
3.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	35,027,621	0.24%	+4,163,620	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF Fund S000006984 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	10,960,681	0.08%	+417,282	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	8,931,581	0.06%	+288,608	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	5,575,496	0.04%	+153,600	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	466,272,244	3.19%	+60,834	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
5	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	380,610,709	2.61%	+7,532,563	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
6	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	371,336,543	2.54%	+2,719,589	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	334,119,156	2.29%	+2,682,101	Jun 30, 2026	carried, not yet filed for the newest quarter
8	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	325,348,754	2.23%	+17,906,714	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	187,874,889	1.29%	-172,751	May 31, 2026	Fidelity Concord Street Trust, not summed
8.2	Fidelity Blue Chip Growth Fund Fund S000007195 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	29,637,243	0.20%	-3,633,700	Jul 31, 2026	Fidelity Securities Fund, not summed
8.3	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	27,750,483	0.19%	+122,268	May 31, 2026	Fidelity Concord Street Trust, not summed
8.4	Fidelity Growth Company Fund Fund S000007119 · Registered fund · May 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	23,933,905	0.16%	+129,000	May 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
8.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	22,416,204	0.15%	+537,762	May 31, 2026	Fidelity Concord Street Trust, not summed
9	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	242,614,238	1.66%	-1,860,484	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	US Core Portfolio Fund S000053789 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	149,808	0.00%	+5,825	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
9.2	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	47,102	0.00%	-2,003	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
9.3	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	29,411	0.00%	+3,556	Jul 31, 2026	E Trade Trust, not summed
9.4	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	21,881	0.00%	+4,426	Jul 31, 2026	E Trade Trust, not summed
9.5	Global Core Portfolio Fund S000053787 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	15,770	0.00%	+3,030	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
10	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	228,762,008	1.57%	-2,860,133	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Berkshire Hathaway Inc 13F CIK 1067983 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	227,917,808	1.56%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
12	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	190,726,866	1.31%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	187,965,529	1.29%	+76,354,795	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Invesco NASDAQ 100 ETF Fund S000069448 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	22,601,217	0.15%	+2,238,825	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
13.2	Invesco S&P 500 Top 50 ETF Fund S000060793 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	3,846,619	0.03%	-393,444	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
13.3	Invesco American Franchise Fund Fund S000027822 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	3,282,134	0.02%	0	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
13.4	Invesco S&P 500 Quality ETF Fund S000003049 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	3,279,019	0.02%	+414,079	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
13.5	Invesco Main Street Fund Fund S000064632 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	2,758,988	0.02%	0	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
14	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	159,811,362	1.10%	-40,615,258	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	T. Rowe Price Growth Stock Fund, Inc. Fund S000002087 · Registered fund · Jun 30, 2026 T. ROWE PRICE GROWTH STOCK FUND, INC., not summed	9,922,741	0.07%	-9,333,951	Jun 30, 2026	T. ROWE PRICE GROWTH STOCK FUND, INC., not summed
14.2	T. Rowe Price Blue Chip Growth Fund, Inc. Fund S000002069 · Registered fund · Jun 30, 2026 T. ROWE PRICE BLUE CHIP GROWTH FUND, INC., not summed	9,898,229	0.07%	-11,986,139	Jun 30, 2026	T. ROWE PRICE BLUE CHIP GROWTH FUND, INC., not summed
14.3	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	9,051,738	0.06%	-121,166	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
14.4	T. Rowe Price Value Fund, Inc. Fund S000002125 · Registered fund · Jun 30, 2026 T. ROWE PRICE VALUE FUND, INC., not summed	6,210,191	0.04%	—	Jun 30, 2026	T. ROWE PRICE VALUE FUND, INC., not summed
14.5	T. Rowe Price Dividend Growth Fund, Inc. Fund S000002075 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed	4,416,550	0.03%	-183,589	Jun 30, 2026	T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed
15	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	157,785,381	1.08%	-1,480,244	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,371,244	0.03%	+78,802	Jun 30, 2026	Northern Funds, not summed
15.2	FlexShares Quality Dividend Index Fund Fund S000038873 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	622,349	0.00%	-10,425	Jul 31, 2026	FlexShares Trust, not summed
15.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	330,694	0.00%	+10,374	Jul 31, 2026	FlexShares Trust, not summed
15.4	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	240,576	0.00%	+14,196	Jul 31, 2026	FlexShares Trust, not summed
15.5	FlexShares Quality Dividend Defensive Index Fund Fund S000038875 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	146,862	0.00%	-2,289	Jul 31, 2026	FlexShares Trust, not summed
16	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	152,961,842	1.05%	-1,415,942	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	127,820,329	0.88%	+7,092,365	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Invesco QQQ Trust, Series 1 Fund S000101292 · Registered fund · Jun 30, 2026 Invesco QQQ Trust, Series 1, not summed	112,932,408	0.77%	+904,890	Jun 30, 2026	Invesco QQQ Trust, Series 1, not summed
19	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	111,744,105	0.77%	+5,158,712	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	3,496,241	0.02%	-98,387	May 31, 2026	Goldman Sachs ETF Trust, not summed
19.2	Goldman Sachs Nasdaq-100 Premium Income ETF Fund S000081510 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	1,162,930	0.01%	+225,402	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
19.3	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	1,126,953	0.01%	-6,153	Jun 30, 2026	Goldman Sachs Trust, not summed
19.4	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	1,051,498	0.01%	+202,521	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
19.5	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	892,668	0.01%	-58,301	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
20	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	105,208,881	0.72%	-2,918,499	Jun 30, 2026	carried, not yet filed for the newest quarter
21	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	104,001,309	0.71%	-1,509,444	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	PACE Large Co Growth Equity Investments Fund S000002972 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	134,690	0.00%	-11,525	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
21.2	UBS US Quality Growth At Reasonable Price Fund Fund S000068970 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	88,862	0.00%	-2,089	Jun 30, 2026	UBS FUNDS, not summed
21.3	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	28,791	0.00%	-1,949	May 31, 2026	UBS INVESTMENT TRUST, not summed
21.4	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	8,126	0.00%	-2,998	Jun 30, 2026	UBS FUNDS, not summed
21.5	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	1,191	0.00%	+44	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	101,374,121	0.69%	-970,672	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	32,789,097	0.22%	+238,266	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
22.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	19,243,358	0.13%	+465,795	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	15,579,605	0.11%	+362,115	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	8,912,374	0.06%	+245,530	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
22.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	8,694,341	0.06%	+101,753	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	88,383,551	0.61%	-3,728,318	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,206,455	0.01%	-15,874	Jul 31, 2026	BNY Mellon ETF Trust, not summed
23.2	BNY Mellon Concentrated Growth ETF Fund S000087737 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust II, not summed	20,038	0.00%	-417	Jul 31, 2026	BNY Mellon ETF Trust II, not summed
23.3	BNY Mellon Women's Opportunities ETF Fund S000080184 · Registered fund · Aug 29, 2025 BNY Mellon ETF Trust, not summed	3,348	0.00%	0	Aug 29, 2025	BNY Mellon ETF Trust, not summed
24	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	83,474,159	0.57%	-720,509	Jun 30, 2026	carried, not yet filed for the newest quarter
25	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	80,206,224	0.55%	+6,788,462	May 31, 2026	VANGUARD WORLD FUND, not summed
26	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	79,732,730	0.55%	-3,045,033	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
27	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	74,873,332	0.51%	-3,629,686	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	17,068,412	0.12%	-1,512,958	Jun 30, 2026	College Retirement Equities Fund, not summed
27.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	12,013,994	0.08%	-65,250	Jul 31, 2026	TIAA-CREF Funds, not summed
27.3	College Retirement Equities Fund - Growth Account Fund S000005082 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	10,918,470	0.07%	-928,657	Jun 30, 2026	College Retirement Equities Fund, not summed
27.4	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	6,368,062	0.04%	-324,778	Jun 30, 2026	College Retirement Equities Fund, not summed
27.5	College Retirement Equities Fund - Global Equities Account Fund S000005081 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	5,879,021	0.04%	-68,185	Jun 30, 2026	College Retirement Equities Fund, not summed
28	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	70,758,208	0.48%	-2,324,408	Jun 30, 2026	carried, not yet filed for the newest quarter
29	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	69,201,134	0.47%	+20,599,001	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Putnam Large Cap Value Fund Fund S000005581 · Registered fund · Jul 31, 2026 Putnam Large Cap Value Fund, not summed	11,545,334	0.08%	—	Jul 31, 2026	Putnam Large Cap Value Fund, not summed
29.2	Franklin Dynatech Fund Fund S000006754 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	4,300,000	0.03%	+100,000	Jun 30, 2026	Franklin Custodian Funds, not summed
29.3	Franklin Rising Dividends Fund Fund S000006858 · Registered fund · Jun 30, 2026 Franklin Managed Trust, not summed	3,890,000	0.03%	0	Jun 30, 2026	Franklin Managed Trust, not summed
29.4	Putnam Large Cap Growth Fund Fund S000003848 · Registered fund · Jul 31, 2026 Putnam Investment Funds, not summed	2,534,242	0.02%	-2,325,377	Jul 31, 2026	Putnam Investment Funds, not summed
29.5	Franklin Growth Fund Fund S000006755 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	2,166,981	0.01%	0	Jun 30, 2026	Franklin Custodian Funds, not summed
30	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	65,402,666	0.45%	-1,561,483	Jun 30, 2026	carried, not yet filed for the newest quarter
31	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	59,910,539	0.41%	+1,174,053	Jun 30, 2026	carried, not yet filed for the newest quarter
32	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	59,504,383	0.41%	+950,351	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	7,941,709	0.05%	+262,438	Jul 31, 2026	Dimensional ETF Trust, not summed
32.2	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	7,259,854	0.05%	-224,068	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
32.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	6,701,599	0.05%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
32.4	Dimensional U.S. Equity Market ETF Fund S000070902 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	4,356,168	0.03%	+72,602	Jul 31, 2026	Dimensional ETF Trust, not summed
32.5	U.S. LARGE COMPANY PORTFOLIO Fund S000001014 · Registered fund · Jul 31, 2026 DIMENSIONAL INVESTMENT GROUP INC, not summed	3,266,046	0.02%	-74,416	Jul 31, 2026	DIMENSIONAL INVESTMENT GROUP INC, not summed
33	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	59,450,771	0.41%	-5,582,670	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	VANGUARD WELLINGTON FUND Fund S000004406 · Registered fund · May 31, 2026 VANGUARD WELLINGTON FUND, not summed	16,359,703	0.11%	-2,010,279	May 31, 2026	VANGUARD WELLINGTON FUND, not summed
33.2	VANGUARD DIVIDEND GROWTH FUND Fund S000002920 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	3,819,120	0.03%	-852,968	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
33.3	BALANCED PORTFOLIO Fund S000004390 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	559,367	0.00%	+30,220	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
33.4	GROWTH PORTFOLIO Fund S000004401 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	257,602	0.00%	-286,832	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
33.5	VANGUARD ADVICE SELECT DIVIDEND GROWTH FUND Fund S000074281 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	120,478	0.00%	+2,692	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
34	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	59,393,712	0.41%	-4,642,016	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	57,610,104	0.39%	+1,179,763	Jun 30, 2026	carried, not yet filed for the newest quarter
36	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	51,802,076	0.36%	+1,786,415	Jun 30, 2026	carried, not yet filed for the newest quarter
37	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	51,325,640	0.35%	+4,910,140	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Columbia Seligman Technology and Information Fund Fund S000031370 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	2,621,530	0.02%	+336,430	May 31, 2026	Columbia Funds Series Trust II, not summed
37.2	Columbia Research Enhanced Core ETF Fund S000066076 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	2,172,400	0.01%	+496,187	Jul 31, 2026	Columbia ETF Trust I, not summed
37.3	Columbia Dividend Income Fund Fund S000012079 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	2,041,388	0.01%	—	May 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
37.4	Columbia Disciplined Core Fund Fund S000031356 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	1,398,159	0.01%	+15,453	Jul 31, 2026	Columbia Funds Series Trust II, not summed
37.5	Columbia Cornerstone Growth Fund Fund S000012081 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	1,392,286	0.01%	-1,046,748	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
38	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	47,201,961	0.32%	+637,639	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	DWS Core Equity Fund Fund S000005706 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	1,451,523	0.01%	-80,711	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
38.2	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	888,137	0.01%	—	May 29, 2026	DBX ETF Trust, not summed
38.3	DWS Science and Technology Fund Fund S000031522 · Registered fund · Jul 31, 2026 DEUTSCHE DWS SECURITIES TRUST, not summed	723,680	0.01%	+203,026	Jul 31, 2026	DEUTSCHE DWS SECURITIES TRUST, not summed
38.4	DWS Capital Growth Fund Fund S000005705 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	528,441	0.00%	-184,358	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
38.5	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	456,072	0.00%	-16,896	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
39	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	43,033,436	0.29%	+355,963	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	AB LARGE CAP GROWTH FUND INC Fund S000010251 · Registered fund · Jun 30, 2026 AB LARGE CAP GROWTH FUND INC, not summed	2,399,593	0.02%	-54,032	Jun 30, 2026	AB LARGE CAP GROWTH FUND INC, not summed
39.2	AB US Large Cap Strategic Equities ETF Fund S000080208 · Registered fund · May 31, 2026 AB Active ETFs, Inc., not summed	221,167	0.00%	+71,442	May 31, 2026	AB Active ETFs, Inc., not summed
39.3	AB Wealth Appreciation Strategy Fund S000010514 · Registered fund · Jun 30, 2026 AB PORTFOLIOS, not summed	170,043	0.00%	0	Jun 30, 2026	AB PORTFOLIOS, not summed
39.4	AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Fund S000010074 · Registered fund · Jun 30, 2026 AB SUSTAINABLE GLOBAL THEMATIC FUND, INC., not summed	167,900	0.00%	-55,150	Jun 30, 2026	AB SUSTAINABLE GLOBAL THEMATIC FUND, INC., not summed
39.5	AB Select US Long/Short Portfolio Fund S000039195 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	167,702	0.00%	+51,903	Jun 30, 2026	AB CAP FUND, INC., not summed
40	Swiss National Bank 13F CIK 1582202 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	41,407,648	0.28%	-1,727,320	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	39,344,907	0.27%	+12,204,574	Jun 30, 2026	carried, not yet filed for the newest quarter
42	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	38,131,656	0.26%	+2,761,420	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	37,238,709	0.26%	+942,160	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Mitsubishi UFJ Asset Management Co., Ltd. 13F CIK 1466546 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	36,594,139	0.25%	+2,642,786	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Sumitomo Mitsui Trust Group, Inc. 13F CIK 1475365 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	33,282,687	0.23%	+72,884	Jun 30, 2026	carried, not yet filed for the newest quarter
46	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	32,780,769	0.22%	-808,722	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Vanguard Global Advisers, LLC 13F CIK 1811242 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	31,661,076	0.22%	-432,673	Jun 30, 2026	carried, not yet filed for the newest quarter
48	National Pension Service 13F CIK 1608046 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	31,517,924	0.22%	+498,222	Jun 30, 2026	carried, not yet filed for the newest quarter
49	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	30,920,718	0.21%	+782,479	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Carillon ClariVest Capital Appreciation Fund Fund S000058957 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	186,240	0.00%	-37,338	Jun 30, 2026	Carillon Series Trust, not summed
49.2	RJ Eagle GCM Dividend Select Income ETF Fund S000091480 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	12,330	0.00%	+5,220	Jun 30, 2026	Carillon Series Trust, not summed
50	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	30,484,239	0.21%	-5,786,527	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 320193 CUSIP 037833100 13F (30d) 2075 filings 1976 filers Visit website Investor relations