BALL · BALL Corp · Shareholders & Ownership

$64.16 +0.32 (+0.50%) At close · Oct 20

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$16.84B

264.70M

Volume · Oct 20 2.64M Avg daily vol (3M) 2.03M

Every disclosed holder of BALL 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 BALL

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)	807	232,180,417	87.71%	Yes
Insiders (Forms 3, 4, 5)	18	488,147	0.18%	Yes
13D/G-only blocks	1	13,783,566	5.21%	Yes
Remaining	—	18,251,227	6.90%	Rest
Registered funds (N-PORT, not summed)	589	99,637,854	37.64%	No

Shares outstanding: 264,703,357, 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 BALL

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	21,009,466	7.94%	-1,856,684	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	3,662,635	1.38%	+216,334	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,092,699	0.41%	+70,352	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	595,489	0.23%	-27,776	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	440,563	0.17%	-22,155	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell Mid-Cap Value ETF Fund S000004335 · Registered fund · Jun 30, 2026 iShares Trust, not summed	406,687	0.15%	+21,665	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	17,422,457	6.58%	+46,950	Jun 30, 2026	carried, not yet filed for the newest quarter
3	PARNASSUS INVESTMENTS, LLC 13D CIK 948669 · Registered investment adviser · Apr 17, 2025	13,783,566	5.21%	-2,072,309	Apr 17, 2025
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	13,416,598	5.07%	+1,024,861	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	STATE STREET CORP 13G CIK 93751 · Bank · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	13,430,923	5.07%	+416,935	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.2	State Street(R) Materials Select Sector SPDR(R) ETF Fund S000006414 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	2,909,569	1.10%	+713,066	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
4.3	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	633,094	0.24%	+70,411	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	323,898	0.12%	+10,110	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	108,932	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,314,049	4.65%	-5,742,165	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	PRICE T ROWE ASSOCIATES INC /MD/ 13G CIK 80255 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	12,309,688	4.65%	-5,617,923	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.2	T. Rowe Price Value Fund, Inc. Fund S000002125 · Registered fund · Jun 30, 2026 T. ROWE PRICE VALUE FUND, INC., not summed	3,876,124	1.46%	-30,942	Jun 30, 2026	T. ROWE PRICE VALUE FUND, INC., not summed
5.3	T. Rowe Price U.S. Equity Research Fund Fund S000002071 · Registered fund · Jun 30, 2026 T. Rowe Price U.S. Equity Research Fund, Inc., not summed	208,531	0.08%	+2,754	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
5.4	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	162,076	0.06%	-5,712	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
5.5	T. Rowe Price Balanced Fund, Inc. Fund S000002068 · Registered fund · Jun 30, 2026 T. Rowe Price Balanced Fund, Inc., not summed	101,322	0.04%	+1,620	Jun 30, 2026	T. Rowe Price Balanced Fund, Inc., not summed
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,515,810	4.35%	-59,758	Jun 30, 2026	carried, not yet filed for the newest quarter
7	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,779,385	3.32%	+4,234,072	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,452,050	3.19%	+13,681	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,411,580	2.80%	+155,203	Jun 30, 2026	carried, not yet filed for the newest quarter
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,096,160	2.68%	-10,387	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	6,898,500	2.61%	+88,710	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,889,505	2.60%	-221,476	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	818	0.00%	-10	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
12.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	329	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
12.3	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	109	0.00%	-3	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
13	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,517,214	2.46%	+517,805	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,900,657	0.72%	+171,022	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,535,128	0.58%	+42,566	Jul 31, 2026	Dimensional ETF Trust, not summed
13.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	389,146	0.15%	+18,024	Jul 31, 2026	Dimensional ETF Trust, not summed
13.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	258,962	0.10%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	240,231	0.09%	+5,641	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,434,199	2.43%	+2,451,576	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	3,429,439	1.30%	+18,965	May 31, 2026	Fidelity Concord Street Trust, not summed
14.2	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	1,942,837	0.73%	+1,857,641	May 31, 2026	Fidelity Rutland Square Trust II, not summed
14.3	Fidelity Equity Dividend Income Fund Fund S000006970 · Registered fund · May 31, 2026 Fidelity Financial Trust, not summed	1,138,400	0.43%	-102,500	May 31, 2026	Fidelity Financial Trust, not summed
14.4	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,008,198	0.38%	+15,403	Jul 31, 2026	Fidelity Salem Street Trust, not summed
14.5	Fidelity Equity-Income Fund Fund S000006064 · Registered fund · Jul 31, 2026 Fidelity Devonshire Trust, not summed	901,938	0.34%	0	Jul 31, 2026	Fidelity Devonshire Trust, not summed
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,105,203	2.31%	-30,378	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,040,521	1.90%	+711,405	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	3,407,920	1.29%	+665,378	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16.2	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	253,665	0.10%	+56,235	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16.3	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	213,888	0.08%	-59,144	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
16.4	Invesco S&P 500 Pure Value ETF Fund S000060792 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	123,128	0.05%	-17,515	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16.5	Invesco S&P 500 Equal Weight Materials ETF Fund S000060816 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	119,554	0.05%	+9,295	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
17	FIL Ltd 13F CIK 318989 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,326,681	1.63%	+4,324,808	Jun 30, 2026	carried, not yet filed for the newest quarter
18	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,170,550	1.58%	+50,521	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,867,964	1.46%	-38,893	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,688,946	1.39%	+170,804	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	323,079	0.12%	+114,523	Jun 30, 2026	AQR Funds, not summed
20.2	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	103,501	0.04%	-2,433	Jun 30, 2026	AQR Funds, not summed
20.3	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	45,750	0.02%	—	Jun 30, 2026	AQR Funds, not summed
20.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	34,034	0.01%	-27,761	Jun 30, 2026	AQR Funds, not summed
20.5	AQR Trend Total Return Fund Fund S000074759 · Registered fund · Jun 30, 2026 AQR Funds, not summed	3,948	0.00%	-383	Jun 30, 2026	AQR Funds, not summed
21	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	3,294,376	1.24%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,711,577	1.02%	+33,222	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	724,651	0.27%	-176	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22.2	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	600,045	0.23%	+9,458	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
22.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	285,242	0.11%	+12,077	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22.4	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	247,160	0.09%	-10,190	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	161,673	0.06%	+4,595	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,624,493	0.99%	+442,414	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	DWS RREEF Real Assets Fund Fund S000032019 · Registered fund · Jun 30, 2026 DEUTSCHE DWS MARKET TRUST, not summed	304,500	0.12%	+102,400	Jun 30, 2026	DEUTSCHE DWS MARKET TRUST, not summed
23.2	DWS Enhanced Core Equity Fund Fund S000062621 · Registered fund · May 31, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	31,186	0.01%	-400	May 31, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
23.3	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	19,269	0.01%	+3,336	May 29, 2026	DBX ETF Trust, not summed
23.4	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	15,236	0.01%	-4,519	May 29, 2026	DBX ETF Trust, not summed
23.5	Xtrackers RREEF Global Natural Resources ETF Fund S000083869 · Registered fund · May 31, 2026 DBX ETF Trust, not summed	10,335	0.00%	+4,135	May 31, 2026	DBX ETF Trust, not summed
24	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,619,334	0.99%	-92,546	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	85,705	0.03%	-923	Jun 30, 2026	Northern Funds, not summed
24.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	11,892	0.00%	0	Jun 30, 2026	Northern Funds, not summed
24.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	8,848	0.00%	-40,432	Jul 31, 2026	FlexShares Trust, not summed
24.4	FlexShares STOXX US ESG Select Index Fund Fund S000054498 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	750	0.00%	+37	Jul 31, 2026	FlexShares Trust, not summed
24.5	Large Cap Value Fund Fund S000001271 · Registered fund · Jun 30, 2026 Northern Funds, not summed	537	0.00%	—	Jun 30, 2026	Northern Funds, not summed
25	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,572,217	0.97%	+474,423	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,570,458	0.97%	+1,461,375	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Mirova US LLC 13F CIK 1802900 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,399,395	0.91%	-7,623	Jun 30, 2026	carried, not yet filed for the newest quarter
28	M&G PLC 13F CIK 1802539 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,340,167	0.88%	-76,847	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,294,312	0.87%	-29,798	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	41,728	0.02%	-1,905	Jul 31, 2026	BNY Mellon ETF Trust, not summed
30	LONDON CO OF VIRGINIA 13F CIK 1259887 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,181,441	0.82%	-96,501	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Robeco Institutional Asset Management B.V. 13F CIK 1418773 · Unknown · Sep 30, 2026	2,084,740	0.79%	-35,718	Sep 30, 2026
32	FIRST MANHATTAN CO. LLC. 13F CIK 728083 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,043,868	0.77%	+22,973	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Touchstone Funds Group Trust-Touchstone Mid Cap Fund Fund S000005842 · Registered fund · Jun 30, 2026 Touchstone Funds Group Trust, not summed	1,969,894	0.74%	-121,385	Jun 30, 2026	Touchstone Funds Group Trust, not summed
34	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,817,500	0.69%	+186,688	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	27,071	0.01%	+13,341	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
34.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	10,064	0.00%	+5,789	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
34.3	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	9,028	0.00%	+42	May 31, 2026	Goldman Sachs ETF Trust II, not summed
34.4	Goldman Sachs Strategic Factor Allocation Fund Fund S000054057 · Registered fund · May 31, 2026 GOLDMAN SACHS TRUST, not summed	4,060	0.00%	-319	May 31, 2026	GOLDMAN SACHS TRUST, not summed
34.5	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	3,393	0.00%	-234	May 31, 2026	Goldman Sachs ETF Trust, not summed
35	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	1,805,211	0.68%	-650,511	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	495	0.00%	+75	May 31, 2026	UBS INVESTMENT TRUST, not summed
35.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	218	0.00%	+81	Jun 30, 2026	UBS FUNDS, not summed
36	JPMorgan Mid Cap Value Fund Fund S000004475 · Registered fund · Jun 30, 2026 J.P. Morgan Fleming Mutual Fund Group, Inc., not summed	1,650,973	0.62%	+258,902	Jun 30, 2026	J.P. Morgan Fleming Mutual Fund Group, Inc., not summed
37	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,547,598	0.58%	-139,959	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,515,919	0.57%	+96,036	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	659,320	0.25%	+78,388	Jun 30, 2026	College Retirement Equities Fund, not summed
38.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	221,984	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
38.3	College Retirement Equities Fund - Global Equities Account Fund S000005081 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	137,906	0.05%	+13,621	Jun 30, 2026	College Retirement Equities Fund, not summed
38.4	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	115,476	0.04%	0	Jun 30, 2026	College Retirement Equities Fund, not summed
38.5	Nuveen Large Cap Value Index Fund Fund S000005388 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	97,216	0.04%	-6,209	Jul 31, 2026	TIAA-CREF Funds, not summed
39	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,495,517	0.57%	-9,938	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,444,788	0.55%	-66,478	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
41	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,394,156	0.53%	+14,665	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Eaton Vance Atlanta Capital SMID-Cap Fund Fund S000005198 · Registered fund · Jun 30, 2026 Eaton Vance Growth Trust, not summed	1,264,698	0.48%	+430,538	Jun 30, 2026	Eaton Vance Growth Trust, not summed
43	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,263,099	0.48%	+305,999	Jun 30, 2026	carried, not yet filed for the newest quarter
44	AMG National Trust Bank 13F CIK 1388829 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,223,993	0.46%	+55,275	Jun 30, 2026	carried, not yet filed for the newest quarter
45	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,175,510	0.44%	+82,336	Jun 30, 2026	carried, not yet filed for the newest quarter
46	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,145,513	0.43%	-78,618	Jun 30, 2026	carried, not yet filed for the newest quarter
47	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,125,746	0.43%	+21,093	Jun 30, 2026	carried, not yet filed for the newest quarter
48	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,116,754	0.42%	+271,252	Jun 30, 2026	carried, not yet filed for the newest quarter
49	JPMorgan U.S. Value Fund Fund S000002768 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	941,684	0.36%	-5,235	Jun 30, 2026	JPMorgan Trust I, not summed
50	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	885,982	0.33%	-86,328	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Tax-Managed U.S. Large Cap Fund Fund S000001570 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	163,735	0.06%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
50.2	Tax-Managed U.S. Mid & Small Cap Fund Fund S000001571 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	71,113	0.03%	-44,328	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
50.3	Sustainable Equity Fund Fund S000001591 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	16,319	0.01%	-1,248	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
50.4	Multifactor U.S. Equity Fund Fund S000045902 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	1,794	0.00%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed

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

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Key facts CIK 9389 CUSIP 058498106 13F (30d) 120 filings 102 filers Visit website Investor relations