HD · Home Depot, Inc. · Shareholders & Ownership

$319.38 -0.45 (-0.14%) At close · Oct 26

S&P 500 member Russell 1000 member Dow 30 member Rebalance outlook locked

Market Cap

$318.64B

997.69M

Volume · Oct 26 3.68M Avg daily vol (3M) 4.5M

Every disclosed holder of HD 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 HD

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)	4,062	751,407,497	75.31%	Yes
Insiders (Forms 3, 4, 5)	18	619,145	0.06%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	245,662,984	24.62%	Rest
Registered funds (N-PORT, not summed)	1,264	286,688,782	28.74%	No

Shares outstanding: 997,689,626, 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 HD

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	81,578,902	8.18%	+2,917,865	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	13,700,750	1.37%	+897,896	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,819,789	0.28%	-239,921	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	2,753,171	0.28%	+473,233	Jul 31, 2026	iShares Trust, not summed
1.4	iShares Core High Dividend ETF Fund S000031844 · Registered fund · Jul 31, 2026 iShares Trust, not summed	1,998,670	0.20%	+317,961	Jul 31, 2026	iShares Trust, not summed
1.5	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,636,605	0.16%	-81,088	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	65,076,088	6.52%	+388,092	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	47,175,026	4.73%	+499,168	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF Fund S000006408 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	3,732,568	0.37%	-141,786	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
3.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	2,375,334	0.24%	+282,760	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,211,293	0.12%	+39,136	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	378,662	0.04%	+11,880	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
3.5	ELFUN TRUSTS Fund S000011821 · Registered fund · Jun 30, 2026 ELFUN TRUSTS, not summed	224,700	0.02%	0	Jun 30, 2026	ELFUN TRUSTS, not summed
4	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	31,654,316	3.17%	+40,689	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
5	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	25,806,367	2.59%	+508,752	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	25,751,551	2.58%	+474,374	Jun 30, 2026	carried, not yet filed for the newest quarter
7	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	25,263,448	2.53%	+325,482	Jun 30, 2026	carried, not yet filed for the newest quarter
8	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	22,603,319	2.27%	+233,985	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	3,192	0.00%	+11	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
8.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	2,035	0.00%	+214	Jul 31, 2026	E Trade Trust, not summed
8.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	1,555	0.00%	+324	Jul 31, 2026	E Trade Trust, not summed
8.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	421	0.00%	-10	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
8.5	Permanence Portfolio Fund S000068163 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	12	0.00%	-6	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
9	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	20,261,850	2.03%	+3,175,884	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Schwab U.S. Dividend Equity ETF Fund S000034163 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	10,056,507	1.01%	+1,658,216	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
9.2	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	2,224,703	0.22%	+16,835	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
9.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,056,330	0.11%	+30,465	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
9.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	604,107	0.06%	+16,356	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
9.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	589,537	0.06%	+10,782	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
10	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	18,088,396	1.81%	+4,363,087	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	12,929,341	1.30%	+189,764	Aug 31, 2026	Fidelity Concord Street Trust, not summed
10.2	Fidelity Contrafund Fund S000006037 · Registered fund · Jun 30, 2026 Fidelity Contrafund, not summed	3,017,998	0.30%	+1,255,573	Jun 30, 2026	Fidelity Contrafund, not summed
10.3	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	1,902,192	0.19%	+20,842	Aug 31, 2026	Fidelity Concord Street Trust, not summed
10.4	Fidelity Growth Company Fund Fund S000007119 · Registered fund · Aug 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	1,603,375	0.16%	+558,729	Aug 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
10.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	1,552,732	0.16%	+32,891	Aug 31, 2026	Fidelity Concord Street Trust, not summed
11	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	16,802,396	1.68%	+1,816,088	Jun 30, 2026	carried, not yet filed for the newest quarter
12	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	16,390,122	1.64%	+75,765	Jun 30, 2026	carried, not yet filed for the newest quarter
13	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	13,383,376	1.34%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,174,621	1.32%	-2,969,191	Jun 30, 2026	carried, not yet filed for the newest quarter
15	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,104,365	1.11%	+906,793	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	T. Rowe Price Dividend Growth Fund, Inc. Fund S000002075 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed	884,829	0.09%	-14,789	Jun 30, 2026	T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed
15.2	T. Rowe Price Value Fund, Inc. Fund S000002125 · Registered fund · Jun 30, 2026 T. ROWE PRICE VALUE FUND, INC., not summed	713,275	0.07%	-174,061	Jun 30, 2026	T. ROWE PRICE VALUE FUND, INC., not summed
15.3	T. Rowe Price All-Cap Opportunities Fund Fund S000002104 · Registered fund · Jun 30, 2026 T. Rowe Price All-Cap Opportunities Fund, Inc., not summed	640,527	0.06%	-167,600	Jun 30, 2026	T. Rowe Price All-Cap Opportunities Fund, Inc., not summed
15.4	T. Rowe Price U.S. Large-Cap Core Fund, Inc. Fund S000026126 · Registered fund · Jun 30, 2026 T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC., not summed	632,705	0.06%	—	Jun 30, 2026	T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC., not summed
15.5	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	615,640	0.06%	-5,986	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
16	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	11,069,057	1.11%	-270,498	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	296,286	0.03%	+6,831	Jun 30, 2026	Northern Funds, not summed
16.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	46,156	0.00%	+121	Jun 30, 2026	Northern Funds, not summed
16.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	27,492	0.00%	+542	Jul 31, 2026	FlexShares Trust, not summed
16.4	U.S. Quality ESG Fund Fund S000055816 · Registered fund · Jun 30, 2026 Northern Funds, not summed	8,787	0.00%	+97	Jun 30, 2026	Northern Funds, not summed
16.5	Income Equity Fund Fund S000001269 · Registered fund · Jun 30, 2026 Northern Funds, not summed	7,050	0.00%	-159	Jun 30, 2026	Northern Funds, not summed
17	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,360,718	1.04%	+67,659	Jun 30, 2026	carried, not yet filed for the newest quarter
18	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	9,540,898	0.96%	-44,150	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	9,491,748	0.95%	+283,783	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	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	9,083,559	0.91%	-385,020	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	UBS US Dividend Ruler Fund Fund S000068969 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	24,740	0.00%	+3,352	Jun 30, 2026	UBS FUNDS, not summed
20.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	763	0.00%	+8	May 31, 2026	UBS INVESTMENT TRUST, not summed
20.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	311	0.00%	+58	Jun 30, 2026	UBS FUNDS, not summed
21	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,875,115	0.79%	-51,175	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	83,748	0.01%	-549	Jul 31, 2026	BNY Mellon ETF Trust, not summed
21.2	BNY Mellon Concentrated Growth ETF Fund S000087737 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust II, not summed	7,602	0.00%	-158	Jul 31, 2026	BNY Mellon ETF Trust II, not summed
22	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,686,643	0.77%	-1,950,265	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	VANGUARD DIVIDEND GROWTH FUND Fund S000002920 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	2,636,912	0.26%	-167,593	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
22.2	VANGUARD WELLINGTON FUND Fund S000004406 · Registered fund · May 31, 2026 VANGUARD WELLINGTON FUND, not summed	2,446,521	0.25%	-322,998	May 31, 2026	VANGUARD WELLINGTON FUND, not summed
22.3	VANGUARD ADVICE SELECT DIVIDEND GROWTH FUND Fund S000074281 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	102,116	0.01%	+2,277	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
22.4	VANGUARD GLOBAL WELLINGTON FUND Fund S000059219 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	94,659	0.01%	+8,429	May 31, 2026	VANGUARD WORLD FUND, not summed
22.5	BALANCED PORTFOLIO Fund S000004390 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	78,092	0.01%	-10,262	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
23	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,438,405	0.75%	-1,130,640	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	191,037	0.02%	-19,163	May 31, 2026	Goldman Sachs ETF Trust, not summed
23.2	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	105,695	0.01%	+7,698	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
23.3	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	90,619	0.01%	+40,459	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
23.4	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	49,315	0.00%	-1,783	May 31, 2026	Goldman Sachs ETF Trust, not summed
23.5	Goldman Sachs Large Cap Equity Fund Fund S000009315 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	39,061	0.00%	-204	May 31, 2026	Goldman Sachs Trust, not summed
24	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,339,614	0.74%	+1,533,276	Jun 30, 2026	carried, not yet filed for the newest quarter
25	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,102,249	0.71%	-432,562	Jun 30, 2026	carried, not yet filed for the newest quarter
26	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,600,335	0.66%	+118,944	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	AB LARGE CAP GROWTH FUND INC Fund S000010251 · Registered fund · Jun 30, 2026 AB LARGE CAP GROWTH FUND INC, not summed	1,111,048	0.11%	0	Jun 30, 2026	AB LARGE CAP GROWTH FUND INC, not summed
26.2	AB Global Core Equity Portfolio Fund S000047073 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	56,386	0.01%	—	Jun 30, 2026	AB CAP FUND, INC., not summed
26.3	AB Large Cap Growth Portfolio Fund S000010432 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	49,694	0.01%	-1,130	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
26.4	AB US Large Cap Strategic Equities ETF Fund S000080208 · Registered fund · Aug 31, 2026 AB Active ETFs, Inc., not summed	27,202	0.00%	+1,092	Aug 31, 2026	AB Active ETFs, Inc., not summed
26.5	AB Tax-Managed Wealth Appreciation Strategy Fund S000010515 · Registered fund · Jun 30, 2026 AB PORTFOLIOS, not summed	24,189	0.00%	0	Jun 30, 2026	AB PORTFOLIOS, not summed
27	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,350,453	0.64%	-874,803	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Investment Co of America Fund S000009597 · Registered fund · Jun 30, 2026 Investment Co of America, not summed	6,299,442	0.63%	+462,440	Jun 30, 2026	Investment Co of America, not summed
29	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,985,549	0.60%	-644,969	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	1,374,205	0.14%	-178,342	Jun 30, 2026	College Retirement Equities Fund, not summed
29.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	829,401	0.08%	-6,400	Jul 31, 2026	TIAA-CREF Funds, not summed
29.3	College Retirement Equities Fund - Growth Account Fund S000005082 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	662,353	0.07%	0	Jun 30, 2026	College Retirement Equities Fund, not summed
29.4	College Retirement Equities Fund - Global Equities Account Fund S000005081 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	468,238	0.05%	-65,719	Jun 30, 2026	College Retirement Equities Fund, not summed
29.5	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	431,859	0.04%	-24,318	Jun 30, 2026	College Retirement Equities Fund, not summed
30	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,947,344	0.60%	-42,730	Jun 30, 2026	carried, not yet filed for the newest quarter
31	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,837,551	0.59%	-2,795	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Carillon Eagle Growth & Income Fund Fund S000058958 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	24,581	0.00%	-787	Jun 30, 2026	Carillon Series Trust, not summed
31.2	RJ Eagle GCM Dividend Select Income ETF Fund S000091480 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	4,062	0.00%	+2,632	Jun 30, 2026	Carillon Series Trust, not summed
32	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,690,631	0.57%	-19,892	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	5,635,483	0.56%	+46,445	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
34	American Balanced Fund Fund S000008801 · Registered fund · Jun 30, 2026 American Balanced Fund, not summed	5,563,170	0.56%	-138,893	Jun 30, 2026	American Balanced Fund, not summed
35	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,540,102	0.56%	-591,167	Jun 30, 2026	carried, not yet filed for the newest quarter
36	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,470,070	0.55%	+253,408	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Dimensional US High Profitability ETF Fund S000075148 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	753,129	0.08%	+25,552	Jul 31, 2026	Dimensional ETF Trust, not summed
36.2	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	589,441	0.06%	+10,456	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
36.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	568,054	0.06%	+48,311	Jul 31, 2026	Dimensional ETF Trust, not summed
36.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	466,098	0.05%	+9,102	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
36.5	U.S. High Relative Profitability Portfolio Fund S000057237 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	368,229	0.04%	+960	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
37	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	5,407,264	0.54%	-205,737	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
38	American Mutual Fund Fund S000008999 · Registered fund · Jul 31, 2026 American Mutual Fund, not summed	5,375,182	0.54%	+188,621	Jul 31, 2026	American Mutual Fund, not summed
39	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,930,166	0.49%	+1,286,448	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Franklin Income Fund Fund S000006756 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	3,000,000	0.30%	+1,000,000	Jun 30, 2026	Franklin Custodian Funds, not summed
39.2	Franklin Managed Income Fund Fund S000012705 · Registered fund · Jul 31, 2026 Franklin Investors Securities Trust, not summed	150,000	0.02%	0	Jul 31, 2026	Franklin Investors Securities Trust, not summed
39.3	Franklin Income VIP Fund Fund S000007329 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	100,000	0.01%	0	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
39.4	Putnam Focused Equity Fund Fund S000024246 · Registered fund · May 31, 2026 Putnam Funds Trust, not summed	31,277	0.00%	0	May 31, 2026	Putnam Funds Trust, not summed
39.5	Franklin U.S. Equity Index ETF Fund S000053154 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	30,300	0.00%	+3,350	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
40	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,911,174	0.49%	+91,561	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Columbia Dividend Income Fund Fund S000012079 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	1,959,171	0.20%	-18,849	May 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
40.2	CTIVP - T. Rowe Price Large Cap Value Fund Fund S000028696 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	100,269	0.01%	-2,349	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
40.3	Columbia Dividend Opportunity Fund Fund S000031365 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	78,400	0.01%	-13,000	May 31, 2026	Columbia Funds Series Trust II, not summed
40.4	Multi-Manager Value Strategies Fund Fund S000036208 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	73,517	0.01%	-6	May 31, 2026	Columbia Funds Series Trust II, not summed
40.5	Columbia Large Cap Index Fund Fund S000010825 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	46,671	0.00%	-3,682	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
41	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,315,830	0.43%	+555,621	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	4,016,346	0.40%	+92,694	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
43	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,663,875	0.37%	-219,806	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Neuberger Long Short Fund Fund S000035446 · Registered fund · Jul 31, 2026 NEUBERGER BERMAN ALTERNATIVE FUNDS, not summed	359,080	0.04%	-410	Jul 31, 2026	NEUBERGER BERMAN ALTERNATIVE FUNDS, not summed
43.2	Neuberger Large Cap Growth Fund Fund S000007849 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	142,034	0.01%	0	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
43.3	Neuberger Quality Equity Fund Fund S000007847 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	96,129	0.01%	+7,125	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
43.4	Neuberger Core Equity ETF Fund S000085748 · Registered fund · May 31, 2026 Neuberger Berman ETF Trust, not summed	22,218	0.00%	-2,845	May 31, 2026	Neuberger Berman ETF Trust, not summed
43.5	Neuberger Equity Income Fund Fund S000013716 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	19,770	0.00%	-20,000	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
44	Income Fund of America Fund S000008814 · Registered fund · Jul 31, 2026 Income Fund of America, not summed	3,434,772	0.34%	+295,346	Jul 31, 2026	Income Fund of America, not summed
45	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,411,060	0.34%	+45,099	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	584,255	0.06%	+103,315	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
45.2	Invesco S&P 500 Top 50 ETF Fund S000060793 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	260,863	0.03%	-26,787	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
45.3	Invesco S&P 500 Revenue ETF Fund S000064593 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	208,834	0.02%	+7,435	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
45.4	Invesco MSCI USA ETF Fund S000058746 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	172,605	0.02%	+3,065	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
45.5	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	142,707	0.01%	+11,851	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
46	SG Americas Securities, LLC 13F CIK 1313360 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	3,299,614	0.33%	+2,963,053	Jun 30, 2026	carried, not yet filed for the newest quarter
47	PNC FINANCIAL SERVICES GROUP, INC. 13F CIK 713676 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,163,734	0.32%	-26,901	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	3,085,366	0.31%	-1,095,557	Jul 31, 2026	Washington Mutual Investors Fund, not summed
49	Baird Financial Group, Inc. 13F CIK 1648711 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,953,823	0.30%	+38,181	Jun 30, 2026	carried, not yet filed for the newest quarter
50	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,886,890	0.29%	-311,183	Jun 30, 2026	carried, not yet filed for the newest quarter

287 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 4,508 holders

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

Key facts CIK 354950 CUSIP 437076102 13F (30d) 1457 filings 1406 filers Visit website Investor relations