BDX · Becton Dickinson & Co · Shareholders & Ownership

$198.91 -1.51 (-0.75%) At close · Oct 23

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$54.16B

272.39M

Volume · Oct 23 1.3M Avg daily vol (3M) 1.74M

Every disclosed holder of BDX 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 BDX

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)	1,465	263,867,282	96.87%	Yes
Insiders (Forms 3, 4, 5)	30	599,022	0.22%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	7,920,496	2.91%	Rest
Registered funds (N-PORT, not summed)	815	117,684,863	43.21%	No

Shares outstanding: 272,386,800, 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 BDX

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	24,592,166	9.03%	-1,561,245	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	3,789,927	1.39%	+127,846	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	1,168,965	0.43%	—	Jun 30, 2026	iShares Trust, not summed
1.3	iShares U.S. Medical Devices ETF Fund S000009419 · Registered fund · Jun 30, 2026 iShares Trust, not summed	924,406	0.34%	+1,361	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	709,791	0.26%	+67,026	Jul 31, 2026	iShares Trust, not summed
1.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	634,560	0.23%	-22,322	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	17,987,834	6.60%	-502,776	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	15,000,064	5.51%	+1,177,256	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	STATE STREET CORP 13G CIK 93751 · Bank · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	15,014,710	5.51%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	State Street(R) Health Care Select Sector SPDR(R) ETF Fund S000006412 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,946,609	0.71%	-125,492	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
3.3	State Street(R) SPDR(R) S&P(R) Dividend ETF Fund S000006981 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,515,922	0.56%	+592,921	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	657,102	0.24%	+59,347	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.5	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	335,204	0.12%	-1,641	Jun 30, 2026	SPDR SERIES TRUST, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,974,136	5.50%	-343,106	Jun 30, 2026	carried, not yet filed for the newest quarter
5	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,815,335	5.07%	+1,887,224	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	First Eagle Investment Management, LLC 13G CIK 1325447 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	14,138,027	5.19%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.2	First Eagle Global Fund Fund S000011211 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	9,151,995	3.36%	+1,093,239	Jul 31, 2026	First Eagle Funds, not summed
5.3	First Eagle U.S. Fund Fund S000011213 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	357,804	0.13%	+49,185	Jul 31, 2026	First Eagle Funds, not summed
5.4	First Eagle Global Balanced Fund Fund S000035750 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	325,500	0.12%	+53,654	Jul 31, 2026	First Eagle Funds, not summed
5.5	First Eagle Rising Dividend Fund Fund S000011215 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	138,822	0.05%	+35,639	Jul 31, 2026	First Eagle Funds, not summed
6	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,898,488	3.27%	-1,275,839	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,261,965	0.46%	+227,980	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
6.2	Invesco Value Opportunities Fund Fund S000027840 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	1,193,487	0.44%	+427,008	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
6.3	Invesco Diversified Dividend Fund Fund S000000281 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	796,074	0.29%	+144,585	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
6.4	Invesco Comstock Fund Fund S000027834 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	636,325	0.23%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
6.5	Invesco Equity and Income Fund Fund S000027808 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	559,034	0.21%	+31,906	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,747,261	3.21%	-291,853	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,650,967	3.18%	-450,487	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	1,329,972	0.49%	+709,810	Jun 30, 2026	MFS SERIES TRUST XI, not summed
8.2	MFS Total Return Fund Fund S000002439 · Registered fund · Jun 30, 2026 MFS Series Trust V, not summed	800,361	0.29%	-11,570	Jun 30, 2026	MFS Series Trust V, not summed
8.3	MFS Research Fund Fund S000002438 · Registered fund · Jun 30, 2026 MFS Series Trust V, not summed	299,894	0.11%	-19,102	Jun 30, 2026	MFS Series Trust V, not summed
8.4	Massachusetts Investors Trust Fund S000000696 · Registered fund · Jun 30, 2026 MASSACHUSETTS INVESTORS TRUST, not summed	237,077	0.09%	-31,694	Jun 30, 2026	MASSACHUSETTS INVESTORS TRUST, not summed
8.5	MFS Massachusetts Investors Growth Stock Fund Fund S000000695 · Registered fund · May 31, 2026 MFS Massachusetts Investors Growth Stock Fund, not summed	226,043	0.08%	-618,031	May 31, 2026	MFS Massachusetts Investors Growth Stock Fund, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,141,586	2.99%	+1,034,323	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,136,026	2.62%	-100,188	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,011,592	2.57%	+1,648,627	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Putnam Large Cap Value Fund Fund S000005581 · Registered fund · Jul 31, 2026 Putnam Large Cap Value Fund, not summed	3,064,012	1.12%	+24,972	Jul 31, 2026	Putnam Large Cap Value Fund, not summed
11.2	Putnam Sustainable Leaders Fund Fund S000006295 · Registered fund · Jun 30, 2026 Putnam Sustainable Leaders Fund, not summed	460,600	0.17%	+156,600	Jun 30, 2026	Putnam Sustainable Leaders Fund, not summed
11.3	Putnam VT Large Cap Value Fund Fund S000003894 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	159,879	0.06%	0	Jun 30, 2026	Putnam Variable Trust, not summed
11.4	Franklin U.S. Mid Cap Multifactor Index ETF Fund S000057201 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	79,500	0.03%	—	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
11.5	Putnam VT Sustainable Leaders Fund Fund S000003884 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	64,600	0.02%	+22,000	Jun 30, 2026	Putnam Variable Trust, not summed
12	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,357,986	2.33%	-257,244	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	VANGUARD WELLESLEY INCOME FUND Fund S000004405 · Registered fund · Jun 30, 2026 VANGUARD WELLESLEY INCOME FUND, not summed	1,174,741	0.43%	-151,547	Jun 30, 2026	VANGUARD WELLESLEY INCOME FUND, not summed
12.2	VANGUARD ADVICE SELECT GLOBAL VALUE FUND Fund S000074282 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	59,641	0.02%	0	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
13	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,970,167	2.19%	-179,172	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	GREENHAVEN ASSOCIATES INC 13F CIK 846222 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,681,708	2.09%	+5,681,708	Jun 30, 2026	carried, not yet filed for the newest quarter
15	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,169,523	1.53%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
16	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,907,969	1.43%	-511,255	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	T. Rowe Price Capital Appreciation Fund Fund S000002070 · Registered fund · Jun 30, 2026 T. ROWE PRICE CAPITAL APPRECIATION FUND, INC., not summed	2,012,183	0.74%	-3,783,900	Jun 30, 2026	T. ROWE PRICE CAPITAL APPRECIATION FUND, INC., not summed
16.2	T. Rowe Price Equity Income Fund Fund S000002076 · Registered fund · Jun 30, 2026 T. ROWE PRICE EQUITY INCOME FUND, INC., not summed	1,272,600	0.47%	-12,400	Jun 30, 2026	T. ROWE PRICE EQUITY INCOME FUND, INC., not summed
16.3	T. Rowe Price Capital Appreciation Equity ETF Fund S000079834 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	560,699	0.21%	-238,658	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
16.4	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	167,249	0.06%	-9,815	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
16.5	T. Rowe Price Large-Cap Value Fund Fund S000002093 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	111,271	0.04%	-12,114	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
17	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,722,952	1.37%	-5,962,319	Jun 30, 2026	carried, not yet filed for the newest quarter
18	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,676,534	1.35%	+270,617	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Equity Income Fund Fund S000005776 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	1,069,610	0.39%	+36,611	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
18.2	Focused Large Cap Value Fund Fund S000005778 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	612,720	0.22%	+75,574	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
18.3	Mid Cap Value Fund Fund S000005779 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	588,333	0.22%	+68,919	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
18.4	Value Fund Fund S000005782 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	175,220	0.06%	+7,425	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,398,203	1.25%	+74,076	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	613,575	0.23%	-14,500	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	301,913	0.11%	+6,437	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	168,760	0.06%	+2,395	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	167,993	0.06%	+357	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.5	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	165,699	0.06%	+1,257	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,319,590	1.22%	-701,082	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	910	0.00%	-10	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
20.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	606	0.00%	+137	Jul 31, 2026	E Trade Trust, not summed
20.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	425	0.00%	+57	Jul 31, 2026	E Trade Trust, not summed
20.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	120	0.00%	-5	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
21	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,232,819	1.19%	-907,223	Jun 30, 2026	carried, not yet filed for the newest quarter
22	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,138,786	1.15%	+470,340	Jun 30, 2026	carried, not yet filed for the newest quarter
23	VANGUARD EQUITY INCOME FUND Fund S000002579 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	2,901,351	1.07%	-64,654	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
24	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,835,692	1.04%	-734,632	Jun 30, 2026	carried, not yet filed for the newest quarter
25	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,625,220	0.96%	+123,661	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	81,628	0.03%	+1,533	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	6,952	0.00%	-1,056	Jul 31, 2026	FlexShares Trust, not summed
25.3	FlexShares ESG & Climate US Large Cap Core Index Fund Fund S000073358 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,155	0.00%	+15	Jul 31, 2026	FlexShares Trust, not summed
25.4	Large Cap Core Fund Fund S000001243 · Registered fund · Jun 30, 2026 Northern Funds, not summed	1,020	0.00%	—	Jun 30, 2026	Northern Funds, not summed
25.5	FlexShares STOXX US ESG Select Index Fund Fund S000054498 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	840	0.00%	+220	Jul 31, 2026	FlexShares Trust, not summed
26	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,620,600	0.96%	-13,562	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,544,118	0.93%	+1,541,743	Jun 30, 2026	carried, not yet filed for the newest quarter
28	HARRIS ASSOCIATES L P 13F CIK 813917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,350,963	0.86%	+128,924	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Oakmark Global Select Fund Fund S000013607 · Registered fund · Jun 30, 2026 HARRIS ASSOCIATES INVESTMENT TRUST, not summed	248,215	0.09%	-13,685	Jun 30, 2026	HARRIS ASSOCIATES INVESTMENT TRUST, not summed
28.2	Oakmark Global Fund Fund S000002761 · Registered fund · Jun 30, 2026 HARRIS ASSOCIATES INVESTMENT TRUST, not summed	116,100	0.04%	0	Jun 30, 2026	HARRIS ASSOCIATES INVESTMENT TRUST, not summed
29	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,141,003	0.79%	-130,754	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	283,857	0.10%	-351,914	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
29.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	244,485	0.09%	-10,860	Jul 31, 2026	Dimensional ETF Trust, not summed
29.3	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	171,825	0.06%	+1,078	Jul 31, 2026	Dimensional ETF Trust, not summed
29.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	144,862	0.05%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
29.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	109,976	0.04%	-11,053	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
30	First Pacific Advisors, LP 13F CIK 1377581 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,110,794	0.77%	+130,354	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	FPA Crescent Fund Fund S000009495 · Registered fund · Jun 30, 2026 Investment Managers Series Trust III, not summed	1,239,824	0.46%	+59,781	Jun 30, 2026	Investment Managers Series Trust III, not summed
31	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,101,695	0.77%	+30,766	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,816,703	0.67%	+186,541	Jun 30, 2026	carried, not yet filed for the newest quarter
33	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	1,777,558	0.65%	-110,762	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	172	0.00%	0	May 31, 2026	UBS INVESTMENT TRUST, not summed
33.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	69	0.00%	+11	Jun 30, 2026	UBS FUNDS, not summed
34	VANGUARD MID-CAP VALUE INDEX FUND Fund S000012757 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,769,753	0.65%	-81,235	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
35	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,758,921	0.65%	-723,187	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	63,225	0.02%	—	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
35.2	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	24,408	0.01%	+9,629	May 31, 2026	Goldman Sachs ETF Trust, not summed
35.3	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	24,058	0.01%	+8,920	May 31, 2026	Goldman Sachs ETF Trust, not summed
35.4	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	22,554	0.01%	+2,909	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
35.5	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	14,277	0.01%	-456	May 31, 2026	Goldman Sachs ETF Trust, not summed
36	Longview Partners (Guernsey) LTD 13F CIK 1426092 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,690,093	0.62%	-249,143	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Beutel, Goodman & Co Ltd. 13F CIK 1361974 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,684,640	0.62%	+721,441	Jun 30, 2026	carried, not yet filed for the newest quarter
38	BRANDES INVESTMENT PARTNERS, LP 13F CIK 1015079 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,671,540	0.61%	+155,936	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Brandes U.S. Value ETF Fund S000081644 · Registered fund · Jun 30, 2026 2023 ETF Series Trust, not summed	49,807	0.02%	+11,763	Jun 30, 2026	2023 ETF Series Trust, not summed
38.2	Brandes Global Equity Fund Fund S000084887 · Registered fund · Jun 30, 2026 Datum One Series Trust, not summed	12,758	0.00%	+3,981	Jun 30, 2026	Datum One Series Trust, not summed
39	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,634,649	0.60%	-46,887	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	24,016	0.01%	+26	Jul 31, 2026	BNY Mellon ETF Trust, not summed
40	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	1,558,991	0.57%	-39,635	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
41	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,548,079	0.57%	-55,365	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,496,005	0.55%	-109,488	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
43	MACKENZIE FINANCIAL CORP 13F CIK 919859 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,433,406	0.53%	+1,392,135	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Veritas Asset Management LLP 13F CIK 1541448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,393,329	0.51%	-629,501	Jun 30, 2026	carried, not yet filed for the newest quarter
45	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,349,544	0.50%	+237,340	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	DWS CROCI(R) Equity Dividend Fund Fund S000062620 · Registered fund · May 31, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	121,067	0.04%	—	May 31, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
45.2	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	19,771	0.01%	+307	Aug 31, 2026	DBX ETF Trust, not summed
45.3	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	12,874	0.00%	-7,817	May 29, 2026	DBX ETF Trust, not summed
45.4	DWS Health and Wellness Fund Fund S000006103 · Registered fund · May 31, 2026 DEUTSCHE DWS SECURITIES TRUST, not summed	12,200	0.00%	0	May 31, 2026	DEUTSCHE DWS SECURITIES TRUST, not summed
45.5	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	8,558	0.00%	-612	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
46	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,267,104	0.47%	+473,110	Jun 30, 2026	carried, not yet filed for the newest quarter
47	ClearBridge Dividend Strategy Fund Fund S000016665 · Registered fund · Jun 30, 2026 Legg Mason Partners Investment Trust, not summed	1,228,614	0.45%	0	Jun 30, 2026	Legg Mason Partners Investment Trust, not summed
48	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,213,811	0.45%	-208,492	Jun 30, 2026	carried, not yet filed for the newest quarter
49	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,210,775	0.44%	-58,353	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Pacer Advisors, Inc. 13F CIK 1616667 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,169,061	0.43%	+1,147,140	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 10795 CUSIP 075887109 13F (30d) 379 filings 355 filers Visit website Investor relations