EL · Estee Lauder Companies Inc · Shareholders & Ownership

$106.03 +0.25 (+0.24%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$38.27B

361.80M

Volume · Oct 20 714.82K Avg daily vol (3M) 3.05M

Every disclosed holder of EL 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 EL

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

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	853	231,139,835	63.89%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	11	213,473,499	59.00%	Yes
Remaining	—	82,814,767	-22.89%	Negative
Registered funds (N-PORT, not summed)	702	84,884,809	23.46%	No

Shares outstanding: 361,798,567, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

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 EL

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	LAL Family Corporation 13G CIK 1008093 · Unknown · Dec 31, 2025 Rule 13d-1(d), exempt investor	69,402,943	19.18%	-11,034,685	Dec 31, 2025	Rule 13d-1(d), exempt investor
2	LAL Family Partners L.P. 13G CIK 1008092 · Unknown · Dec 31, 2025 Rule 13d-1(d), exempt investor	69,402,943	19.18%	-11,034,685	Dec 31, 2025	Rule 13d-1(d), exempt investor
3	VANGUARD GROUP INC 13G CIK 102909 · Registered investment adviser · Dec 31, 2024 Rule 13d-1(b), qualified institution	27,014,253	7.47%	+7,578,308	Dec 31, 2024	Rule 13d-1(b), qualified institution
4	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	21,249,057	5.87%	+7,405,292	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	MANAGED ACCOUNT ADVISORS, LLC 13G CIK 1418660 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	18,529,374	5.12%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	20,829,012	5.76%	+2,283,503	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	18,586,595	5.14%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.2	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,401,875	0.94%	+222,524	Jun 30, 2026	iShares Trust, not summed
5.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,016,414	0.28%	+81,299	Jun 30, 2026	iShares Trust, not summed
5.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	453,375	0.13%	-108,368	Jun 30, 2026	iShares Trust, not summed
5.5	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	406,096	0.11%	-20,467	Jun 30, 2026	iShares Trust, not summed
6	Aerin Lauder 13D CIK 1008090 · Unknown · May 26, 2026 Item 4 purpose: none of the classified purposes	19,102,009	5.28%	0	May 26, 2026
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	16,155,282	4.47%	+82,543	Jun 30, 2026	carried, not yet filed for the newest quarter
8	BlackRock Inc. 13G CIK 1364742 · Holding company · Dec 31, 2023 Rule 13d-1(b), qualified institution	14,617,555	4.04%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution
9	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,382,455	3.42%	+237,491	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	VANGUARD PORTFOLIO MANAGEMENT LLC 13G CIK 2100121 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	12,416,128	3.43%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
10	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	11,542,276	3.19%	-250,695	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	State Street(R) Consumer Staples Select Sector SPDR(R) ETF Fund S000006409 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	2,190,747	0.61%	-396,240	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
10.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	588,409	0.16%	+68,617	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	300,834	0.08%	+9,750	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	86,941	0.02%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
10.5	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	45,822	0.01%	+640	Jun 30, 2026	SPDR SERIES TRUST, not summed
11	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	10,645,550	2.94%	-7,468,202	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	10,825,796	2.99%	-3,504,377	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
11.2	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	3,163,681	0.87%	+34,888	May 31, 2026	Fidelity Concord Street Trust, not summed
11.3	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	2,127,404	0.59%	+795,412	May 31, 2026	Fidelity Rutland Square Trust II, not summed
11.4	Fidelity Contrafund Fund S000006037 · Registered fund · Jun 30, 2026 Fidelity Contrafund, not summed	1,161,310	0.32%	-3,720,720	Jun 30, 2026	Fidelity Contrafund, not summed
11.5	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	934,947	0.26%	+27,255	Jul 31, 2026	Fidelity Salem Street Trust, not summed
12	EAGLE CAPITAL MANAGEMENT LLC 13F CIK 945631 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,010,180	2.49%	+1,077,579	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Eagle Capital Select Equity ETF Fund S000081645 · Registered fund · Jun 30, 2026 2023 ETF Series Trust, not summed	1,085,745	0.30%	+220,739	Jun 30, 2026	2023 ETF Series Trust, not summed
13	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,854,509	2.17%	-2,733	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,661,809	1.84%	+8,540	Jun 30, 2026	carried, not yet filed for the newest quarter
15	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,408,664	1.77%	+125,196	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	5,859,604	1.62%	+649,563	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	2,181,894	0.60%	+337,881	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16.2	Invesco Equity and Income Fund Fund S000027808 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	1,522,608	0.42%	—	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
16.3	Invesco Growth and Income Fund Fund S000027810 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	745,994	0.21%	—	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
16.4	Invesco V.I. Growth and Income Fund Fund S000027877 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	219,481	0.06%	+35,259	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
16.5	Invesco V.I. Equity and Income Fund Fund S000027873 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	160,910	0.04%	+27,633	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
17	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,819,569	1.61%	-973,587	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	BNY Mellon Dynamic Value ETF Fund S000087738 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust II, not summed	160,303	0.04%	+28,668	Jul 31, 2026	BNY Mellon ETF Trust II, not summed
17.2	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	21,337	0.01%	+1,959	Jul 31, 2026	BNY Mellon ETF Trust, not summed
17.3	BNY Mellon Women's Opportunities ETF Fund S000080184 · Registered fund · Aug 29, 2025 BNY Mellon ETF Trust, not summed	2,077	0.00%	—	Aug 29, 2025	BNY Mellon ETF Trust, not summed
18	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,358,106	1.48%	+19,106	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	Independent Franchise Partners LLP 13F CIK 1483866 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,941,737	1.37%	-1,686,803	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Independent Franchise Partners US Equity Fund Fund S000032964 · Registered fund · Jun 30, 2026 Advisers Investment Trust, not summed	286,801	0.08%	-162,542	Jun 30, 2026	Advisers Investment Trust, not summed
20	Trust Under Article 2 of The Zinterhofer 2008 Descendants Trust Agreement 13D CIK 1492867 · Unknown · Sep 16, 2026 Item 4 purpose: Passive investment, Other	4,910,594	1.36%	—	Sep 16, 2026
21	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,729,923	1.03%	-4,288,633	Jun 30, 2026	carried, not yet filed for the newest quarter
22	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,528,886	0.98%	+412,737	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	785	0.00%	+2	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
22.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	495	0.00%	-40	Jul 31, 2026	E Trade Trust, not summed
22.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	359	0.00%	+21	Jul 31, 2026	E Trade Trust, not summed
22.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	104	0.00%	-3	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
23	VAN ECK ASSOCIATES CORP 13F CIK 869178 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,523,987	0.97%	+19,194	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	VanEck Morningstar Wide Moat ETF Fund S000036713 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	3,148,384	0.87%	-47,125	Jun 30, 2026	VanEck ETF Trust, not summed
23.2	VanEck Morningstar SMID Moat ETF Fund S000077508 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	47,830	0.01%	+25,005	Jun 30, 2026	VanEck ETF Trust, not summed
23.3	VanEck Morningstar Wide Moat Fund Fund S000059554 · Registered fund · Jun 30, 2026 VanEck Funds, not summed	9,761	0.00%	+509	Jun 30, 2026	VanEck Funds, not summed
23.4	VanEck Morningstar Global Wide Moat ETF Fund S000063090 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	3,828	0.00%	+1,979	Jun 30, 2026	VanEck ETF Trust, not summed
23.5	VanEck Morningstar Wide Moat Value ETF Fund S000082154 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	331	0.00%	-1,805	Jun 30, 2026	VanEck ETF Trust, not summed
24	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,217,199	0.89%	-856,097	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,979,014	0.82%	+1,069,103	Jun 30, 2026	carried, not yet filed for the newest quarter
26	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,927,691	0.81%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
27	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,912,750	0.81%	+352,321	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	330,023	0.09%	+21,775	May 31, 2026	Goldman Sachs ETF Trust, not summed
27.2	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	40,288	0.01%	+13,235	May 31, 2026	Goldman Sachs ETF Trust, not summed
27.3	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	26,685	0.01%	+15,984	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
27.4	Goldman Sachs ActiveBeta World Equity ETF Fund S000075069 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	17,976	0.01%	+324	May 31, 2026	Goldman Sachs ETF Trust, not summed
27.5	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	12,182	0.00%	-380	May 31, 2026	Goldman Sachs ETF Trust, not summed
28	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,661,408	0.74%	-90,241	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Franklin Mutual Shares Fund Fund S000007864 · Registered fund · Jun 30, 2026 Franklin Mutual Series Funds, not summed	1,435,468	0.40%	-87,908	Jun 30, 2026	Franklin Mutual Series Funds, not summed
28.2	Franklin Mutual Shares VIP Fund Fund S000007320 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	394,693	0.11%	-22,067	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
28.3	Franklin Mutual U.S. Mid Cap Value Fund Fund S000007352 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	157,309	0.04%	0	Jul 31, 2026	Franklin Value Investors Trust, not summed
28.4	Franklin Systematic Style Premia ETF Fund S000066719 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	13,225	0.00%	+3,088	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
28.5	Franklin U.S. Equity Index ETF Fund S000053154 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	7,878	0.00%	+1,410	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
29	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,529,023	0.70%	-491,439	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	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	252,113	0.07%	+82,243	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
29.2	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	152,190	0.04%	-3,053	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
29.3	T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. Fund S000002073 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed	77,390	0.02%	-21,410	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
29.4	T. Rowe Price U.S. Equity Research ETF Fund S000071604 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	50,658	0.01%	+28,052	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
29.5	T. Rowe Price Hedged Equity Fund Fund S000080479 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	46,286	0.01%	+13,329	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
30	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	2,519,468	0.70%	+324,894	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	37	0.00%	0	May 31, 2026	UBS INVESTMENT TRUST, not summed
30.2	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	15	0.00%	-2	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
30.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	13	0.00%	0	Jun 30, 2026	UBS FUNDS, not summed
31	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,408,222	0.67%	-39,424	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	78,558	0.02%	+640	Jun 30, 2026	Northern Funds, not summed
31.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	11,344	0.00%	0	Jun 30, 2026	Northern Funds, not summed
31.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	4,424	0.00%	-658	Jul 31, 2026	FlexShares Trust, not summed
31.4	FlexShares ESG & Climate US Large Cap Core Index Fund Fund S000073358 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,925	0.00%	-70	Jul 31, 2026	FlexShares Trust, not summed
31.5	FlexShares STOXX US ESG Select Index Fund Fund S000054498 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	780	0.00%	-181	Jul 31, 2026	FlexShares Trust, not summed
32	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,351,580	0.65%	+64,588	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
33	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,004,253	0.55%	+465,087	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,831,203	0.51%	+121,656	Jun 30, 2026	carried, not yet filed for the newest quarter
35	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,724,102	0.48%	+1,384	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	550,788	0.15%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
35.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	262,816	0.07%	+10,522	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	171,256	0.05%	-20,574	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	149,622	0.04%	+2,671	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
35.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	145,656	0.04%	+3,108	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
36	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,648,814	0.46%	+456,283	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	290,605	0.08%	+105,214	Jul 31, 2026	Dimensional ETF Trust, not summed
36.2	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	185,348	0.05%	+6,593	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
36.3	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	102,773	0.03%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
36.4	Dimensional US High Profitability ETF Fund S000075148 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	86,962	0.02%	+55,370	Jul 31, 2026	Dimensional ETF Trust, not summed
36.5	U.S. Sustainability Core 1 Portfolio Fund S000020422 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	81,721	0.02%	+1,447	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
37	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,603,690	0.44%	+951,856	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	94,754	0.03%	+63,104	Jun 30, 2026	AQR Funds, not summed
37.2	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	55,386	0.02%	—	Jun 30, 2026	AQR Funds, not summed
37.3	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	31,693	0.01%	—	Jun 30, 2026	AQR Funds, not summed
37.4	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	31,591	0.01%	—	Jun 30, 2026	AQR Funds, not summed
37.5	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	27,535	0.01%	+18,235	Jun 30, 2026	AQR Funds, not summed
38	American Balanced Fund Fund S000008801 · Registered fund · Jun 30, 2026 American Balanced Fund, not summed	1,588,593	0.44%	+292,867	Jun 30, 2026	American Balanced Fund, not summed
39	Ninety One UK Ltd 13F CIK 1418329 · Registered investment adviser · Sep 30, 2026	1,450,367	0.40%	+1,450,367	Sep 30, 2026
40	Robeco Institutional Asset Management B.V. 13F CIK 1418773 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,439,916	0.40%	-33,407	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,394,894	0.39%	+3,727	Jun 30, 2026	carried, not yet filed for the newest quarter
42	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,361,492	0.38%	-229,319	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	17,450	0.00%	+3,544	May 29, 2026	DBX ETF Trust, not summed
42.2	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	14,900	0.00%	-2,093	May 29, 2026	DBX ETF Trust, not summed
42.3	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	7,601	0.00%	-424	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
42.4	Xtrackers MSCI USA Selection Equity ETF Fund S000064994 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	4,238	0.00%	-40	May 29, 2026	DBX ETF Trust, not summed
42.5	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	3,434	0.00%	0	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
43	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,342,651	0.37%	-52,428	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
44	Alecta Tjanstepension Omsesidigt 13F CIK 1484429 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,325,500	0.37%	+136,900	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Ensign Peak Advisors, Inc 13F CIK 1454984 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,223,148	0.34%	-273,506	Jun 30, 2026	carried, not yet filed for the newest quarter
46	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,216,775	0.34%	+947,355	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	AB Global Core Equity Portfolio Fund S000047073 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	239,709	0.07%	—	Jun 30, 2026	AB CAP FUND, INC., not summed
46.2	AB Dynamic Asset Allocation Portfolio Fund S000031722 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	418	0.00%	-31	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
47	Lazard Freres Gestion S.A.S. 13F CIK 1426748 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,138,849	0.31%	+29,584	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Tidal Investments LLC 13F CIK 1600064 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,137,758	0.31%	+226,888	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Sp Funds S&P 500 Sharia Industry Exclusions ETF Fund S000067283 · Registered fund · May 31, 2026 Tidal Trust I, not summed	16,979	0.00%	+1,983	May 31, 2026	Tidal Trust I, not summed
48.2	Gotham Enhanced 500 ETF Fund S000069980 · Registered fund · Jun 30, 2026 Tidal Trust I, not summed	9,446	0.00%	-66	Jun 30, 2026	Tidal Trust I, not summed
48.3	Gotham 1000 Value ETF Fund S000076475 · Registered fund · Jun 30, 2026 Tidal Trust I, not summed	6,189	0.00%	+5,622	Jun 30, 2026	Tidal Trust I, not summed
48.4	Intech S&P Large Cap Diversified Alpha ETF Fund S000090660 · Registered fund · Jul 31, 2026 Tidal Trust III, not summed	5,812	0.00%	-497	Jul 31, 2026	Tidal Trust III, not summed
48.5	Sofi Select 500 ETF Fund S000065093 · Registered fund · May 31, 2026 Tidal Trust I, not summed	3,056	0.00%	+1,347	May 31, 2026	Tidal Trust I, not summed
49	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,101,396	0.30%	+797,774	Jun 30, 2026	carried, not yet filed for the newest quarter
50	BNY Mellon Dynamic Value Fund Fund S000000498 · Registered fund · May 31, 2026 BNY Mellon Advantage Funds, Inc., not summed	1,100,861	0.30%	-20,394	May 31, 2026	BNY Mellon Advantage Funds, Inc., not summed

163 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 1,180 holders

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

Key facts CIK 1001250 CUSIP 518439104 13F (30d) 131 filings 118 filers Visit website Investor relations