AJG · Arthur J. Gallagher & Co. · Shareholders & Ownership

$257.75 -1.51 (-0.58%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$66.14B

256.30M

Volume · Oct 21 335.62K Avg daily vol (3M) 1.38M

Every disclosed holder of AJG 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 AJG

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)	1,307	238,832,369	93.18%	Yes
Insiders (Forms 3, 4, 5)	23	2,548,569	0.99%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	14,919,062	5.82%	Rest
Registered funds (N-PORT, not summed)	800	115,300,524	44.99%	No

Shares outstanding: 256,300,000, 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 AJG

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	19,822,870	7.73%	+515,074	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	3,533,307	1.38%	+224,900	Jun 30, 2026	iShares Trust, not summed
1.2	BlackRock Equity Dividend Fund Fund S000002243 · Registered fund · Jul 31, 2026 BlackRock Equity Dividend Fund, not summed	1,111,584	0.43%	+361,828	Jul 31, 2026	BlackRock Equity Dividend Fund, not summed
1.3	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	569,428	0.22%	+22,505	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	423,225	0.17%	-20,171	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	331,091	0.13%	+7,888	Jun 30, 2026	iShares Trust, not summed
2	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	18,645,620	7.27%	+4,024,657	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	18,602,786	7.26%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	Fidelity Contrafund Fund S000006037 · Registered fund · Jun 30, 2026 Fidelity Contrafund, not summed	4,956,994	1.93%	+2,281,778	Jun 30, 2026	Fidelity Contrafund, not summed
2.3	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	3,288,526	1.28%	+20,360	May 31, 2026	Fidelity Concord Street Trust, not summed
2.4	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	1,544,148	0.60%	+463,819	May 31, 2026	Fidelity Rutland Square Trust II, not summed
2.5	Fidelity Contrafund K6 Fund S000057289 · Registered fund · Jun 30, 2026 Fidelity Contrafund, not summed	1,072,566	0.42%	+494,477	Jun 30, 2026	Fidelity Contrafund, not summed
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	16,777,183	6.55%	+77,285	Jun 30, 2026	carried, not yet filed for the newest quarter
4	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	14,356,764	5.60%	-5,211,283	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	JPMORGAN CHASE & CO 13G CIK 19617 · Bank · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	14,160,776	5.53%	-5,994,241	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,511,991	4.88%	-1,305,729	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Capital World Investors 13G CIK 1422849 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	12,769,747	4.98%	-182,043	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,454,725	4.86%	+35,446	Jun 30, 2026	carried, not yet filed for the newest quarter
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	11,303,790	4.41%	+329,869	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	State Street(R) Financial Select Sector SPDR(R) ETF Fund S000006411 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,737,682	0.68%	-3,185	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
7.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	613,093	0.24%	+72,594	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	312,527	0.12%	+9,957	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	94,640	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	49,695	0.02%	+680	Jun 30, 2026	SPDR SERIES TRUST, not summed
8	Dodge & Cox 13F CIK 200217 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,363,634	3.65%	+2,008,719	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Dodge & Cox Stock Fund Fund S000011202 · Registered fund · Jun 30, 2026 Dodge & Cox Funds, not summed	6,074,299	2.37%	+1,053,199	Jun 30, 2026	Dodge & Cox Funds, not summed
8.2	Dodge & Cox Global Stock Fund Fund S000022057 · Registered fund · Jun 30, 2026 Dodge & Cox Funds, not summed	564,067	0.22%	+165,367	Jun 30, 2026	Dodge & Cox Funds, not summed
8.3	Dodge & Cox Balanced Fund Fund S000011204 · Registered fund · Jun 30, 2026 Dodge & Cox Funds, not summed	462,994	0.18%	+66,894	Jun 30, 2026	Dodge & Cox Funds, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,157,094	3.18%	-7,260	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	6,733,790	2.63%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,655,989	2.60%	+125,781	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,298,870	2.46%	+55,230	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,566,553	2.17%	+14,104	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	5,283,681	2.06%	+702,717	Jul 31, 2026	Washington Mutual Investors Fund, not summed
15	EAGLE CAPITAL MANAGEMENT LLC 13F CIK 945631 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,890,612	1.91%	+2,225,040	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Eagle Capital Select Equity ETF Fund S000081645 · Registered fund · Jun 30, 2026 2023 ETF Series Trust, not summed	593,816	0.23%	+461,499	Jun 30, 2026	2023 ETF Series Trust, not summed
16	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,494,796	1.36%	+252,708	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	MidCap Fund Fund S000007075 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	2,013,088	0.79%	-71,980	Jul 31, 2026	Principal Funds, Inc, not summed
16.2	Blue Chip Fund Fund S000037378 · Registered fund · May 31, 2026 Principal Funds, Inc, not summed	272,403	0.11%	+1,919	May 31, 2026	Principal Funds, Inc, not summed
16.3	LargeCap S&P 500 Index Fund Fund S000007016 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	52,948	0.02%	-1,161	Jul 31, 2026	Principal Funds, Inc, not summed
16.4	MidCap Account Fund S000007662 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	44,398	0.02%	+6,415	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
16.5	LargeCap S&P 500 Index Account Fund S000007660 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	9,685	0.00%	-936	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
17	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,818,022	1.10%	+864,752	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	21,470	0.01%	+14,077	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
17.2	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	17,284	0.01%	+4,541	May 31, 2026	Goldman Sachs ETF Trust, not summed
17.3	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	12,634	0.00%	-399	May 31, 2026	Goldman Sachs ETF Trust, not summed
17.4	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	8,641	0.00%	+42	May 31, 2026	Goldman Sachs ETF Trust II, not summed
17.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	8,144	0.00%	+2,325	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
18	American Balanced Fund Fund S000008801 · Registered fund · Jun 30, 2026 American Balanced Fund, not summed	2,672,350	1.04%	-548,009	Jun 30, 2026	American Balanced Fund, not summed
19	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,591,858	1.01%	-1,464,317	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	862	0.00%	+44	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
19.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	506	0.00%	+51	Jul 31, 2026	E Trade Trust, not summed
19.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	393	0.00%	+79	Jul 31, 2026	E Trade Trust, not summed
19.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	114	0.00%	+2	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
20	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,585,853	1.01%	-394,278	Jun 30, 2026	carried, not yet filed for the newest quarter
21	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,448,799	0.96%	+70,392	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	WCM INVESTMENT MANAGEMENT, LLC 13F CIK 1061186 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,425,562	0.95%	+63,049	Jun 30, 2026	carried, not yet filed for the newest quarter
23	GTCR LLC 13F CIK 1576350 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,373,773	0.93%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
24	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,219,141	0.87%	+265,041	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Franklin Mutual Global Discovery Fund Fund S000007861 · Registered fund · Jun 30, 2026 Franklin Mutual Series Funds, not summed	825,995	0.32%	+69,418	Jun 30, 2026	Franklin Mutual Series Funds, not summed
24.2	Franklin Mutual Shares Fund Fund S000007864 · Registered fund · Jun 30, 2026 Franklin Mutual Series Funds, not summed	655,925	0.26%	+95,937	Jun 30, 2026	Franklin Mutual Series Funds, not summed
24.3	Franklin Mutual Quest Fund Fund S000007863 · Registered fund · Jun 30, 2026 Franklin Mutual Series Funds, not summed	199,867	0.08%	0	Jun 30, 2026	Franklin Mutual Series Funds, not summed
24.4	Franklin Mutual Shares VIP Fund Fund S000007320 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	180,872	0.07%	+27,240	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
24.5	Franklin Mutual U.S. Mid Cap Value Fund Fund S000007352 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	44,168	0.02%	0	Jul 31, 2026	Franklin Value Investors Trust, not summed
25	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,204,733	0.86%	-25,096	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	76,206	0.03%	+3,440	Jun 30, 2026	Northern Funds, not summed
25.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	5,372	0.00%	-480	Jul 31, 2026	FlexShares Trust, not summed
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,156,506	0.84%	+47,043	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	574,916	0.22%	+6,125	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	272,789	0.11%	+8,511	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	155,905	0.06%	+4,350	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	151,944	0.06%	+2,802	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	129,449	0.05%	-5,981	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,002,580	0.78%	-594,073	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,940,663	0.76%	-30,327	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Janus Henderson VIT Global Research Portfolio Fund S000010402 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	36,486	0.01%	-490	Jun 30, 2026	Janus Aspen Series, not summed
28.2	Janus Henderson VIT Research Portfolio Fund S000010395 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	7,787	0.00%	-2,131	Jun 30, 2026	Janus Aspen Series, not summed
28.3	Janus Henderson VIT Global Sustainable Equity Portfolio Fund S000074910 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	1,492	0.00%	+179	Jun 30, 2026	Janus Aspen Series, not summed
29	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,917,615	0.75%	+1,594,981	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Fundamental Large Cap Core Fund Fund S000000630 · Registered fund · Jul 31, 2026 John Hancock Investment Trust, not summed	451,335	0.18%	+169,324	Jul 31, 2026	John Hancock Investment Trust, not summed
29.2	Global Equity Fund Fund S000040959 · Registered fund · May 31, 2026 John Hancock Funds II, not summed	49,884	0.02%	+12,275	May 31, 2026	John Hancock Funds II, not summed
29.3	Capital Appreciation Value Fund Fund S000030799 · Registered fund · May 31, 2026 John Hancock Funds II, not summed	26,022	0.01%	+3,139	May 31, 2026	John Hancock Funds II, not summed
29.4	Fundamental All Cap Core Fund Fund S000032685 · Registered fund · May 31, 2026 John Hancock Funds II, not summed	23,030	0.01%	—	May 31, 2026	John Hancock Funds II, not summed
29.5	U.S. Sector Rotation Fund Fund S000055171 · Registered fund · May 31, 2026 John Hancock Funds II, not summed	20,185	0.01%	-415	May 31, 2026	John Hancock Funds II, not summed
30	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,750,848	0.68%	+35,036	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	846,682	0.33%	+43,018	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
30.2	Invesco Main Street Mid Cap Fund Fund S000064651 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	125,004	0.05%	+14,926	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
30.3	Invesco Charter Fund Fund S000000277 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	123,701	0.05%	0	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
30.4	Invesco Main Street All Cap Fund Fund S000064631 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	65,813	0.03%	0	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
30.5	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	64,070	0.03%	+8,628	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
31	VANGUARD MID-CAP VALUE INDEX FUND Fund S000012757 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,650,028	0.64%	-21,272	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
32	JPMorgan U.S. Equity Fund Fund S000001447 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	1,601,655	0.62%	-858,999	Jun 30, 2026	JPMorgan Trust I, not summed
33	Capital World Growth & Income Fund Fund S000009001 · Registered fund · May 31, 2026 Capital World Growth & Income Fund, not summed	1,544,255	0.60%	0	May 31, 2026	Capital World Growth & Income Fund, not summed
34	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,540,997	0.60%	-313,491	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Investment Co of America Fund S000009597 · Registered fund · Jun 30, 2026 Investment Co of America, not summed	1,498,328	0.58%	-140,272	Jun 30, 2026	Investment Co of America, not summed
36	JPMorgan Equity Premium Income ETF Fund S000068402 · Registered fund · Jun 30, 2026 J.P. Morgan Exchange-Traded Fund Trust, not summed	1,484,987	0.58%	-277,469	Jun 30, 2026	J.P. Morgan Exchange-Traded Fund Trust, not summed
37	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	1,453,774	0.57%	+3,905	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	249	0.00%	+179	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
37.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	215	0.00%	0	May 31, 2026	UBS INVESTMENT TRUST, not summed
37.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	85	0.00%	+9	Jun 30, 2026	UBS FUNDS, not summed
38	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	1,453,523	0.57%	+10,721	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
39	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,442,494	0.56%	-5,338	Jun 30, 2026	carried, not yet filed for the newest quarter
40	New Perspective Fund Fund S000009613 · Registered fund · Jun 30, 2026 New Perspective Fund, not summed	1,438,753	0.56%	-1,143,273	Jun 30, 2026	New Perspective Fund, not summed
41	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,394,642	0.54%	-54,306	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
42	First Pacific Advisors, LP 13F CIK 1377581 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,336,290	0.52%	+948,603	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	FPA Crescent Fund Fund S000009495 · Registered fund · Jun 30, 2026 Investment Managers Series Trust III, not summed	792,439	0.31%	—	Jun 30, 2026	Investment Managers Series Trust III, not summed
43	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,306,295	0.51%	-67,134	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Brave Warrior Advisors, LLC 13F CIK 1553733 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,285,022	0.50%	+1,285,022	Jun 30, 2026	carried, not yet filed for the newest quarter
45	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,281,475	0.50%	-1,301,884	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,260,984	0.49%	-26,471	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	21,734	0.01%	+22	Jul 31, 2026	BNY Mellon ETF Trust, not summed
47	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,229,898	0.48%	-350,409	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Brown Advisory Sustainable Growth Fund Fund S000037789 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	407,450	0.16%	-45,807	Jun 30, 2026	Brown Advisory Funds, not summed
47.2	Brown Advisory Sustainable Growth ETF Fund S000092068 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	46,987	0.02%	+924	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
47.3	Brown Advisory Growth Equity Fund Fund S000038479 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	34,072	0.01%	+2,135	Jun 30, 2026	Brown Advisory Funds, not summed
47.4	Brown Advisory Mid-Cap Growth Fund Fund S000058723 · Registered fund · Mar 31, 2026 Brown Advisory Funds, not summed	351	0.00%	—	Mar 31, 2026	Brown Advisory Funds, not summed
48	FIL Ltd 13F CIK 318989 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,125,965	0.44%	-83,659	Jun 30, 2026	carried, not yet filed for the newest quarter
49	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,117,177	0.44%	+130,598	Jun 30, 2026	carried, not yet filed for the newest quarter
50	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,064,498	0.42%	+75,324	Jun 30, 2026	carried, not yet filed for the newest quarter

164 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 1,642 holders

Create a free account to page through every holder, filter by source and group by ultimate parent.

Key facts CIK 354190 CUSIP 363576109 13F (30d) 246 filings 241 filers Visit website Investor relations