BMY · Bristol Myers Squibb Co · Shareholders & Ownership
$61.48
-1.52 (-2.41%)
At close · Oct 23
Return incl. dividend (before tax)
Market Cap
$125.59B
Shares
2.04B
Volume · Oct 23
9.76M
Avg daily vol (3M)
11.79M
Every disclosed holder of BMY 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.
Who Owns BMY
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 1,675,325,100 | 82.01% |
| Insiders (Forms 3, 4, 5) | 1,087,897 | 0.05% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 366,301,659 | 17.93% |
| Registered funds (N-PORT, not summed) | 630,460,931 | 30.86% |
Shares outstanding: 2,042,714,656, 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 BMY
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
180,384,994 | ||
| 1.1 |
iShares Core S&P 500 ETF
Fund
S000004310 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
28,089,377 | ||
| 1.2 |
iShares Core High Dividend ETF
Fund
S000031844 · Registered fund · Jul 31, 2026
iShares Trust, not summed
|
6,165,404 | ||
| 1.3 |
iShares Russell 1000 Value ETF
Fund
S000004345 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
4,561,068 | ||
| 1.4 |
iShares S&P 500 Value ETF
Fund
S000004312 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
3,357,120 | ||
| 1.5 |
iShares Core S&P Total U.S. Stock Market ETF
Fund
S000004317 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
2,629,878 | ||
| 2 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
133,337,856 | ||
| 3 |
|
102,408,940 | ||
| 3.1 |
STATE STREET CORP
13G
CIK 93751 · Bank · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
102,521,748 | ||
| 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
|
14,426,589 | ||
| 3.3 |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
Fund
S000006983 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
4,869,943 | ||
| 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
|
2,483,003 | ||
| 3.5 |
State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF
Fund
S000050968 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
1,615,920 | ||
| 4 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
71,713,442 | ||
| 5 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
67,595,177 | ||
| 5.1 |
Schwab U.S. Dividend Equity ETF
Fund
S000034163 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
48,641,121 | ||
| 5.2 |
Schwab S&P 500 Index Fund
Fund
S000005911 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
4,557,045 | ||
| 5.3 |
Schwab Fundamental U.S. Large Company ETF
Fund
S000040877 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
2,366,159 | ||
| 5.4 |
Schwab U.S. Large-Cap ETF
Fund
S000026632 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
2,163,479 | ||
| 5.5 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
1,236,438 | ||
| 6 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
64,828,989 | ||
| 7 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
56,443,077 | ||
| 8 |
VANGUARD 500 INDEX FUND
Fund
S000002839 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
52,920,170 | ||
| 9 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
46,873,015 | ||
| 10 |
NORGES BANK
13F
CIK 1374170 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
36,866,658 | ||
| 11 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
34,045,352 | ||
| 12 |
PRICE T ROWE ASSOCIATES INC /MD/
13F
CIK 80255 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
31,707,643 | ||
| 12.1 |
T. Rowe Price Health Sciences Fund, Inc.
Fund
S000002088 · Registered fund · Jun 30, 2026
T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed
|
4,370,872 | ||
| 12.2 |
T. Rowe Price Value Fund, Inc.
Fund
S000002125 · Registered fund · Jun 30, 2026
T. ROWE PRICE VALUE FUND, INC., not summed
|
3,732,481 | ||
| 12.3 |
T. Rowe Price Equity Income Fund
Fund
S000002076 · Registered fund · Jun 30, 2026
T. ROWE PRICE EQUITY INCOME FUND, INC., not summed
|
1,990,000 | ||
| 12.4 |
T. Rowe Price Equity Index 500 Fund
Fund
S000002089 · Registered fund · Jun 30, 2026
T. ROWE PRICE INDEX TRUST, INC., not summed
|
1,259,202 | ||
| 12.5 |
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
|
875,569 | ||
| 13 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
29,009,025 | ||
| 13.1 |
Global Strategist Portfolio
Fund
S000004124 · Registered fund · Jun 30, 2026
MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
|
6,346 | ||
| 13.2 |
E*TRADE No Fee Large Cap Index Fund
Fund
S000090720 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
4,179 | ||
| 13.3 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
3,168 | ||
| 13.4 |
Global Strategist Portfolio
Fund
S000004181 · Registered fund · Jun 30, 2026
MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
|
837 | ||
| 14 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
27,357,486 | ||
| 14.1 |
AQR Long-Short Equity Fund
Fund
S000041116 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
1,323,115 | ||
| 14.2 |
AQR Equity Market Neutral Fund
Fund
S000046740 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
420,665 | ||
| 14.3 |
AQR Managed Futures Strategy Fund
Fund
S000027214 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
281,880 | ||
| 14.4 |
AQR Style Premia Alternative Fund
Fund
S000042050 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
238,651 | ||
| 14.5 |
AQR Managed Futures Strategy HV Fund
Fund
S000041117 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
165,492 | ||
| 15 |
AMERIPRISE FINANCIAL INC
13F
CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
26,670,064 | ||
| 15.1 |
Columbia Dividend Income Fund
Fund
S000012079 · Registered fund · May 31, 2026
COLUMBIA FUNDS SERIES TRUST I, not summed
|
5,654,556 | ||
| 15.2 |
Columbia Disciplined Core Fund
Fund
S000031356 · Registered fund · Jul 31, 2026
Columbia Funds Series Trust II, not summed
|
1,587,047 | ||
| 15.3 |
Columbia Variable Portfolio - Disciplined Core Fund
Fund
S000019844 · Registered fund · Jun 30, 2026
Columbia Funds Variable Series Trust II, not summed
|
1,190,591 | ||
| 15.4 |
Columbia Select Large Cap Value Fund
Fund
S000031373 · Registered fund · May 31, 2026
Columbia Funds Series Trust II, not summed
|
1,154,450 | ||
| 15.5 |
Columbia Research Enhanced Core ETF
Fund
S000066076 · Registered fund · Jul 31, 2026
Columbia ETF Trust I, not summed
|
1,035,838 | ||
| 16 |
PRIMECAP MANAGEMENT CO/CA/
13F
CIK 763212 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
24,923,900 | ||
| 16.1 |
VANGUARD PRIMECAP FUND
Fund
S000002568 · Registered fund · Jun 30, 2026
VANGUARD CHESTER FUNDS, not summed
|
14,293,460 | ||
| 16.2 |
VANGUARD CAPITAL OPPORTUNITY FUND
Fund
S000002594 · Registered fund · Jun 30, 2026
VANGUARD HORIZON FUNDS, not summed
|
4,534,500 | ||
| 16.3 |
VANGUARD PRIMECAP CORE FUND
Fund
S000002581 · Registered fund · Jun 30, 2026
VANGUARD FENWAY FUNDS, not summed
|
2,860,450 | ||
| 16.4 |
PRIMECAP Odyssey Stock Fund
Fund
S000005539 · Registered fund · Jul 31, 2026
PRIMECAP Odyssey Funds, not summed
|
1,236,270 | ||
| 16.5 |
PRIMECAP Odyssey Growth Fund
Fund
S000005540 · Registered fund · Jul 31, 2026
PRIMECAP Odyssey Funds, not summed
|
733,800 | ||
| 17 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
24,918,384 | ||
| 17.1 |
Stock Index Fund
Fund
S000001247 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
606,760 | ||
| 17.2 |
FlexShares Quality Dividend Index Fund
Fund
S000038873 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
310,686 | ||
| 17.3 |
FlexShares US Quality Large Cap Index Fund
Fund
S000050614 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
145,152 | ||
| 17.4 |
World Selection Index Fund
Fund
S000019579 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
95,311 | ||
| 17.5 |
FlexShares Quality Dividend Defensive Index Fund
Fund
S000038875 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
77,490 | ||
| 18 |
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
|
22,839,010 | ||
| 18.1 |
UBS U.S. Allocation Fund
Fund
S000002487 · Registered fund · May 31, 2026
UBS INVESTMENT TRUST, not summed
|
26,451 | ||
| 18.2 |
UBS GLOBAL ALLOCATION FUND
Fund
S000002979 · Registered fund · Jun 30, 2026
UBS FUNDS, not summed
|
8,973 | ||
| 18.3 |
PACE Large Co Growth Equity Investments
Fund
S000002972 · Registered fund · Jul 31, 2026
PACE SELECT ADVISORS TRUST, not summed
|
5,904 | ||
| 18.4 |
PACE Alternative Strategies Investments
Fund
S000006035 · Registered fund · Jul 31, 2026
PACE SELECT ADVISORS TRUST, not summed
|
100 | ||
| 19 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
21,821,384 | ||
| 19.1 |
BNY Mellon Dynamic Value ETF
Fund
S000087738 · Registered fund · Jul 31, 2026
BNY Mellon ETF Trust II, not summed
|
250,811 | ||
| 19.2 |
BNY Mellon US Large Cap Core Equity ETF
Fund
S000067260 · Registered fund · Jul 31, 2026
BNY Mellon ETF Trust, not summed
|
172,308 | ||
| 20 |
Independent Franchise Partners LLP
13F
CIK 1483866 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
21,792,841 | ||
| 20.1 |
Independent Franchise Partners US Equity Fund
Fund
S000032964 · Registered fund · Jun 30, 2026
Advisers Investment Trust, not summed
|
1,383,863 | ||
| 21 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
19,691,951 | ||
| 21.1 |
THE U.S. LARGE CAP VALUE SERIES
Fund
S000000993 · Registered fund · Jul 31, 2026
DFA INVESTMENT TRUST CO, not summed
|
3,305,065 | ||
| 21.2 |
Dimensional US High Profitability ETF
Fund
S000075148 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
1,786,438 | ||
| 21.3 |
Dimensional U.S. Marketwide Value ETF
Fund
S000075030 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
1,694,116 | ||
| 21.4 |
Dimensional U.S. Core Equity 2 ETF
Fund
S000070903 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
1,507,287 | ||
| 21.5 |
U.S. CORE EQUITY 1 PORTFOLIO
Fund
S000000979 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
1,178,312 | ||
| 22 |
VANGUARD VALUE INDEX FUND
Fund
S000002840 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
19,438,627 | ||
| 23 |
Legal & General Group Plc
13F
CIK 764068 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
17,022,940 | ||
| 24 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
17,016,799 | ||
| 24.1 |
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
Fund
S000048295 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
515,659 | ||
| 24.2 |
Goldman Sachs U.S. Equity Dividend and Premium Fund
Fund
S000009324 · Registered fund · Jun 30, 2026
GOLDMAN SACHS TRUST, not summed
|
260,747 | ||
| 24.3 |
Goldman Sachs S&P 500 Premium Income ETF
Fund
S000081511 · Registered fund · Jun 30, 2026
Goldman Sachs ETF Trust, not summed
|
111,053 | ||
| 24.4 |
Goldman Sachs MarketBeta U.S. Equity ETF
Fund
S000066535 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
101,341 | ||
| 24.5 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Aug 31, 2026
GOLDMAN SACHS TRUST, not summed
|
73,082 | ||
| 25 |
PZENA INVESTMENT MANAGEMENT LLC
13F
CIK 1027796 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
17,007,044 | ||
| 26 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
16,293,303 | ||
| 26.1 |
Fidelity 500 Index Fund
Fund
S000006027 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
26,060,796 | ||
| 26.2 |
Fidelity SAI U.S. Quality Index Fund
Fund
S000051137 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
|
7,055,046 | ||
| 26.3 |
Strategic Advisers U.S. Total Stock Fund
Fund
S000084926 · Registered fund · May 31, 2026
Fidelity Rutland Square Trust II, not summed
|
3,888,191 | ||
| 26.4 |
Fidelity Total Market Index Fund
Fund
S000006026 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
3,851,131 | ||
| 26.5 |
Fidelity Series Total Market Index Fund
Fund
S000065248 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
3,109,369 | ||
| 27 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
16,033,480 | ||
| 27.1 |
Invesco S&P 500 Equal Weight ETF
Fund
S000060812 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
3,351,071 | ||
| 27.2 |
Invesco Equity and Income Fund
Fund
S000027808 · Registered fund · May 31, 2026
AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
|
1,473,677 | ||
| 27.3 |
Invesco S&P 500 High Dividend Low Volatility ETF
Fund
S000038520 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
1,165,462 | ||
| 27.4 |
Invesco RAFI US 1000 ETF
Fund
S000011995 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
897,780 | ||
| 27.5 |
Invesco S&P Ultra Dividend Revenue ETF
Fund
S000064597 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
877,517 | ||
| 28 |
SCHRODER INVESTMENT MANAGEMENT GROUP
13F
CIK 1086619 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,226,954 | ||
| 29 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,094,886 | ||
| 30 |
ACADIAN ASSET MANAGEMENT LLC
13F
CIK 916542 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
11,593,352 | ||
| 31 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
11,467,840 | ||
| 32 |
Allianz Asset Management GmbH
13F
CIK 1535323 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
11,363,537 | ||
| 32.1 |
PIMCO RAE US Fund
Fund
S000048956 · Registered fund · Jun 30, 2026
PIMCO Equity Series, not summed
|
841,874 | ||
| 32.2 |
PIMCO Dividend and Income Fund
Fund
S000034646 · Registered fund · Jun 30, 2026
PIMCO Equity Series, not summed
|
54,538 | ||
| 32.3 |
PIMCO RAFI ESG U.S. ETF
Fund
S000066985 · Registered fund · Jun 30, 2026
PIMCO Equity Series, not summed
|
34,511 | ||
| 32.4 |
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
Fund
S000057225 · Registered fund · Jun 30, 2026
PIMCO Equity Series, not summed
|
26,732 | ||
| 33 |
VANGUARD INSTITUTIONAL INDEX FUND
Fund
S000002853 · Registered fund · Jun 30, 2026
VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
|
11,085,954 | ||
| 34 |
VAN ECK ASSOCIATES CORP
13F
CIK 869178 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,217,590 | ||
| 34.1 |
VanEck Morningstar Wide Moat ETF
Fund
S000036713 · Registered fund · Jun 30, 2026
VanEck ETF Trust, not summed
|
4,903,181 | ||
| 34.2 |
VanEck Pharmaceutical ETF
Fund
S000034409 · Registered fund · Jun 30, 2026
VanEck ETF Trust, not summed
|
682,122 | ||
| 34.3 |
VanEck Morningstar Wide Moat Fund
Fund
S000059554 · Registered fund · Jun 30, 2026
VanEck Funds, not summed
|
15,201 | ||
| 34.4 |
VanEck Morningstar Global Wide Moat ETF
Fund
S000063090 · Registered fund · Jun 30, 2026
VanEck ETF Trust, not summed
|
5,948 | ||
| 34.5 |
VanEck Morningstar Wide Moat Value ETF
Fund
S000082154 · Registered fund · Jun 30, 2026
VanEck ETF Trust, not summed
|
1,414 | ||
| 35 |
VICTORY CAPITAL MANAGEMENT INC
13F
CIK 1040188 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,168,924 | ||
| 35.1 |
Victory Pioneer Multi-Asset Income Fund
Fund
S000089756 · Registered fund · Jul 31, 2026
Victory Portfolios IV, not summed
|
2,149,555 | ||
| 35.2 |
Victory Pioneer Core Equity Fund
Fund
S000089765 · Registered fund · Jun 30, 2026
Victory Portfolios IV, not summed
|
685,425 | ||
| 35.3 |
Victory Income Stock Fund
Fund
S000012900 · Registered fund · Jul 31, 2026
Victory Portfolios III, not summed
|
608,209 | ||
| 35.4 |
Victory 500 Index Fund
Fund
S000012915 · Registered fund · Jul 31, 2026
Victory Portfolios III, not summed
|
477,195 | ||
| 35.5 |
Victory Pioneer Equity Income Fund
Fund
S000089763 · Registered fund · Jul 31, 2026
Victory Portfolios IV, not summed
|
295,476 | ||
| 36 |
DEUTSCHE BANK AG\
13F
CIK 948046 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,143,181 | ||
| 36.1 |
DWS Core Equity Fund
Fund
S000005706 · Registered fund · Jun 30, 2026
DEUTSCHE DWS INVESTMENT TRUST, not summed
|
449,162 | ||
| 36.2 |
DWS CROCI(R) U.S. Fund
Fund
S000048744 · Registered fund · Jun 30, 2026
DEUTSCHE DWS INVESTMENT TRUST, not summed
|
405,302 | ||
| 36.3 |
DWS CROCI(R) Equity Dividend Fund
Fund
S000062620 · Registered fund · May 31, 2026
DEUTSCHE DWS INVESTMENT TRUST, not summed
|
315,740 | ||
| 36.4 |
Xtrackers S&P 500 Scored & Screened ETF
Fund
S000065220 · Registered fund · Aug 31, 2026
DBX ETF Trust, not summed
|
146,785 | ||
| 36.5 |
Xtrackers MSCI USA Climate Action Equity ETF
Fund
S000079909 · Registered fund · May 29, 2026
DBX ETF Trust, not summed
|
123,111 | ||
| 37 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,085,383 | ||
| 38 |
LSV ASSET MANAGEMENT
13F
CIK 1050470 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
9,852,232 | ||
| 38.1 |
LSV Value Equity Fund
Fund
S000006448 · Registered fund · Jul 31, 2026
ADVISORS' INNER CIRCLE FUND, not summed
|
323,400 | ||
| 38.2 |
LSV Disciplined Value ETF
Fund
S000089218 · Registered fund · Jul 31, 2026
ADVISORS' INNER CIRCLE FUND, not summed
|
109,100 | ||
| 38.3 |
LSV Conservative Value Equity Fund
Fund
S000016708 · Registered fund · Jul 31, 2026
ADVISORS' INNER CIRCLE FUND, not summed
|
25,400 | ||
| 38.4 |
LSV Global Value Fund
Fund
S000023533 · Registered fund · Jul 31, 2026
ADVISORS' INNER CIRCLE FUND, not summed
|
7,600 | ||
| 38.5 |
LSV U.S. Managed Volatility Fund
Fund
S000045798 · Registered fund · Jul 31, 2026
ADVISORS' INNER CIRCLE FUND, not summed
|
5,100 | ||
| 39 |
JPMorgan Equity Premium Income ETF
Fund
S000068402 · Registered fund · Jun 30, 2026
J.P. Morgan Exchange-Traded Fund Trust, not summed
|
9,559,164 | ||
| 40 |
|
8,876,439 | ||
| 41 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
CIK 1164508 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
8,585,846 | ||
| 42 |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
Fund
S000014011 · Registered fund · Jul 31, 2026
VANGUARD WHITEHALL FUNDS, not summed
|
8,222,861 | ||
| 43 |
NORDEA INVESTMENT MANAGEMENT AB
13F
CIK 1218210 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
8,052,294 | ||
| 44 |
Pacer Advisors, Inc.
13F
CIK 1616667 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
7,995,711 | ||
| 45 |
Amundi
13F
CIK 1330387 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
7,474,537 | ||
| 46 |
SG Americas Securities, LLC
13F
CIK 1313360 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
7,281,999 | ||
| 47 |
Robeco Institutional Asset Management B.V.
13F
CIK 1418773 · Unknown · Sep 30, 2026
|
7,200,298 | ||
| 48 |
FIL Ltd
13F
CIK 318989 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,523,813 | ||
| 49 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,321,643 | ||
| 50 |
Pacer US Cash Cows 100 ETF
Fund
S000055466 · Registered fund · Jul 31, 2026
Pacer Funds Trust, not summed
|
6,242,303 |
279 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.
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Key facts
CIK
14272
CUSIP
110122108
13F (30d)
797 filings
768 filers
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