HQY · Healthequity, Inc. · Holdings

$96.26 +1.71 (+1.81%) At close · Sep 11

S&P 400 member Russell 2000 member Rebalance outlook locked

Market Cap

$7.96B

82.72M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 499

Total Value: $8,084,432,757

Total Shares: 89,520,867

Showing 1–100 of 506 holdings by value · page 1 of 6

Institutional Ownership Trend

26 quarters

Superinvestors Holding HQY

All superinvestors →

Joel Greenblatt $2,036,264

Holder Concentration

Across 499 13F filers · Δ vs Mar 31, 2026

Top Holder

12.6%

+0.4 pts

Top 5

35.2%

+1.9 pts

Top 10

47.8%

+2.8 pts

HHI

373

Broadly held+31

Quarterly Activity

vs Mar 31, 2026

New

Increased

209

Decreased

157

Sold Out

Unchanged

Holder count: +10

Institutional value: +11.7%

Shares held: +3.3%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega MORGAN STANLEY	+2,061,306	4,547,219
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	+963,026	965,807
Large WASATCH ADVISORS LP	+757,801	7,960,735
Mega BlackRock, Inc.	+745,520	11,277,914
Mega FMR LLC	+403,454	1,538,387

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega MILLENNIUM MANAGEMENT LLC	−558,892	249,975
Mega AMERIPRISE FINANCIAL INC	−512,152	125,882
Mega UBS Group AG	−438,010	435,457
Large Man Group plc	−355,722	67,560
Large BESSEMER GROUP INC	−279,734	108,688

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega Jupiter Topco LLC	872,972	$78,846,830
Mega NORGES BANK	533,946	$48,226,002
Mid Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.	456,922	$41,269,195
Mid Diversify Advisory Services, LLC	90,675	$8,189,766
Mid Moran Wealth Management, LLC	74,194	$6,701,201

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large MACKENZIE FINANCIAL CORP	1,281,657	$107,108,075
Mega JANUS HENDERSON GROUP PLC	850,411	$71,068,846
Large Balyasny Asset Management L.P.	835,072	$69,786,967
Large WCM INVESTMENT MANAGEMENT, LLC	193,371	$16,160,014
Large Trexquant Investment LP	186,537	$15,588,897

Filter: New 78 Increased 209 Reduced 157 Sold out 68 Unchanged 55

Showing 100 of 506

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$1,018,621,188

12.60%

11,277,914

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	127,255	$11,493,671	1.1%	Sole
BlackRock Investment Management (Australia) Ltd	210	$18,967	0.0%	Sole
BlackRock Asset Management Canada Ltd	11,285	$1,019,261	0.1%	Sole
BlackRock Investment Management, LLC	407,096	$36,768,910	3.6%	Sole
BLACKROCK ADVISORS LLC	402,545	$36,357,864	3.6%	Sole
BlackRock Fund Advisors	6,859,845	$619,581,200	60.8%	Sole
BlackRock Institutional Trust Company, N.A.	3,019,388	$272,711,124	26.8%	Sole
BlackRock Japan Co. Ltd	3,822	$345,203	0.0%	Sole
BlackRock Fund Managers Ltd.	15,955	$1,441,055	0.1%	Sole
BlackRock Investment Management (UK) Ltd.	43,566	$3,934,881	0.4%	Sole
BlackRock (Netherlands) B.V.	5,636	$509,043	0.0%	Sole
BlackRock Asset Management Ireland Ltd	109,594	$9,898,530	1.0%	Sole
BlackRock Life Ltd	725	$65,482	0.0%	Sole
BlackRock Asset Management Schweiz AG	14,851	$1,341,342	0.1%	Sole
Aperio Group, LLC	226,541	$20,461,183	2.0%	Sole
SpiderRock Advisors, LLC	29,600	$2,673,472	0.3%	Sole

WASATCH ADVISORS LP

$719,013,585

8.89%

7,960,735

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	7,960,735	$719,013,585	100.0%	Sole

MORGAN STANLEY

$410,704,814

5.08%

4,547,219

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	866	$78,217	0.0%	Defined
MORGAN STANLEY & CO. LLC	56,281	$5,083,299	1.2%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	990,938	$89,501,520	21.8%	Defined
MORGAN STANLEY INVESTMENT MANAGEMENT INC	995,210	$89,887,367	21.9%	Defined
MORGAN STANLEY SMITH BARNEY LLC	69,878	$6,311,380	1.5%	Defined
Morgan Stanley Bank, N.A.	4,690	$423,600	0.1%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	337,105	$30,447,323	7.4%	Defined
EATON VANCE MANAGEMENT	43,678	$3,944,996	1.0%	Defined
Calvert Research & Management	19,140	$1,728,724	0.4%	Defined
ATLANTA CAPITAL MANAGEMENT CO L L C	2,029,433	$183,298,388	44.6%	Defined

VANGUARD PORTFOLIO MANAGEMENT LLC

$366,486,315

4.53%

4,057,643

VANGUARD CAPITAL MANAGEMENT LLC

$328,834,888

4.07%

3,640,776

STATE STREET CORP

$292,731,274

3.62%

3,241,046

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	3,241,046	$292,731,274	100.0%	Defined

GEODE CAPITAL MANAGEMENT, LLC

$214,461,858

2.65%

2,374,467

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	417,090	$37,671,568	17.6%	Defined
Held directly	1,957,377	$176,790,290	82.4%	Defined

AQR CAPITAL MANAGEMENT LLC

$180,568,553

2.23%

1,999,209

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Petros Family Wealth, LLC	100	$9,032	0.0%	Other
RF&L WEALTH MANAGEMENT, LLC	9	$812	0.0%	Other
Prism Planning Partners LLC	133	$12,012	0.0%	Other
Compound Planning, Inc.	35	$3,161	0.0%	Other
DOPKINS WEALTH MANAGEMENT, LLC	143	$12,915	0.0%	Other
Arax Advisory Partners	3,736	$337,435	0.2%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	2,766	$249,825	0.1%	Other
Stokes Family Office, LLC	347	$31,341	0.0%	Other
Held directly	1,991,940	$179,912,020	99.6%	Defined

DIMENSIONAL FUND ADVISORS LP

$168,811,328

2.09%

1,869,036

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	11,528	$1,041,208	0.6%	Defined
DFA Australia Ltd.	32,684	$2,952,018	1.7%	Defined
Dimensional Fund Advisors Pte. Ltd.	576	$52,024	0.0%	Defined
Dimensional Ireland Ltd	148,340	$13,398,068	7.9%	Defined
Held directly	1,675,908	$151,368,010	89.7%	Sole

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

$160,157,862

1.98%

1,773,227

FMR LLC

$138,947,112

1.72%

1,538,387

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	1,309,141	$118,241,615	85.1%	Defined
STRATEGIC ADVISERS LLC	2,469	$223,000	0.2%	Defined
Fidelity Institutional Asset Management Trust Co	27,028	$2,441,168	1.8%	Defined
FIAM LLC	182,325	$16,467,594	11.9%	Defined
Fidelity Diversifying Solutions LLC	17,424	$1,573,735	1.1%	Defined

BROWN ADVISORY INC

$123,975,398

1.53%

1,372,624

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BROWN INVESTMENT ADVISORY & TRUST CO	7,333	$662,316	0.5%	Defined
Brown Advisory LLC	1,291,154	$116,617,029	94.1%	Defined
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	74,137	$6,696,053	5.4%	Defined

Clearbridge Investments, LLC

$117,123,814

1.45%

1,296,765

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$107,381,628

1.33%

1,188,902

Greenhouse Funds LLLP

$106,850,727

1.32%

1,183,024

JPMORGAN CHASE & CO

$104,666,153

1.29%

1,158,837

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Trust Co of Delaware	42	$3,793	0.0%	Other
JPMorgan Chase Bank, N.A.	138,258	$12,487,462	11.9%	Other
J.P. Morgan Investment Management Inc.	898,009	$81,108,172	77.5%	Defined
J.P. Morgan Securities LLC	859	$77,584	0.1%	Defined
J.P. Morgan Securities plc	18	$1,625	0.0%	Defined
JPMorgan Asset Management (UK) Ltd	121,637	$10,986,253	10.5%	Defined
55I, LLC	14	$1,264	0.0%	Other

GENEVA CAPITAL MANAGEMENT LLC

$103,839,096

1.28%

1,149,680

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nationwide Fund Advisors	322,187	$29,099,929	28.0%	Other
SEI INVESTMENTS MANAGEMENT CORP	22,726	$2,052,612	2.0%	Defined
Held directly	804,767	$72,686,555	70.0%	Sole

BANK OF AMERICA CORP /DE/

$103,573,102

1.28%

1,146,735

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	214,005	$19,328,931	18.7%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	464,768	$41,977,845	40.5%	Defined
BOFA SECURITIES, INC.	9,987	$902,025	0.9%	Defined
MANAGED ACCOUNT ADVISORS LLC joint	457,975	$41,364,301	39.9%	Defined

DAVENPORT & Co LLC

$98,197,529

1.21%

1,087,218

NORTHERN TRUST CORP

$96,833,784

1.20%

1,072,119

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	956,568	$86,397,220	89.2%	Defined
NORTHERN TRUST GLOBAL INVESTMENTS LTD	63,149	$5,703,617	5.9%	Defined
MASON STREET ADVISORS, LLC joint	39,231	$3,543,343	3.7%	Other
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	13,171	$1,189,604	1.2%	Other

GOLDMAN SACHS GROUP INC

$90,991,437

1.13%

1,007,434

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	337,823	$30,512,173	33.5%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	651,882	$58,877,982	64.7%	Defined
Goldman Sachs Trust Company, N.A. joint	17,729	$1,601,282	1.8%	Defined

PRICE T ROWE ASSOCIATES INC /MD/

$89,827,845

1.11%

994,551

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	111,417	$10,063,183	11.2%	Defined
Held directly	883,134	$79,764,662	88.8%	Sole

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$87,231,688

1.08%

965,807

Atalan Capital Partners, LP

$82,667,186

1.02%

915,270

LOOMIS SAYLES & CO L P

$82,060,596

1.02%

908,554

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
LOOMIS SAYLES TRUST COMPANY, LLC	196,630	$17,759,621	21.6%	Defined
Held directly	711,924	$64,300,975	78.4%	Defined

Jupiter Topco LLC

$78,846,830

0.98%

872,972

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JANUS HENDERSON INVESTORS UK Ltd	101,213	$9,141,558	11.6%	Defined
JANUS HENDERSON INVESTORS US LLC	765,233	$69,115,844	87.7%	Defined
Held directly	6,526	$589,428	0.7%	Defined

Swedbank AB

$76,898,448

0.95%

851,400

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Swedbank Robur Fonder AB	851,400	$76,898,448	100.0%	Defined

Park West Asset Management LLC

$70,147,118

0.87%

776,651

AMERICAN CENTURY COMPANIES INC

$68,641,212

0.85%

759,978

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	759,978	$68,641,212	100.0%	Defined

BAMCO INC /NY/

$67,775,586

0.84%

750,394

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
VOYA INVESTMENTS, LLC	750,394	$67,775,586	100.0%	Defined

Nuveen, LLC

$66,181,978

0.82%

732,750

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	187,514	$16,936,263	25.6%	Defined
TIAA CREF INVESTMENT MANAGEMENT LLC joint	255,125	$23,042,890	34.8%	Defined
TEACHERS ADVISORS, LLC joint	290,111	$26,202,825	39.6%	Defined

Stephens Investment Management Group LLC

$65,850,505

0.81%

729,080

WESTFIELD CAPITAL MANAGEMENT CO LP

$63,523,230

0.79%

703,313

SEI INVESTMENTS CO

$61,717,461

0.76%

683,320

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	39,127	$3,533,950	5.7%	Sole
SEI TRUST CO	644,193	$58,183,511	94.3%	Sole

CITADEL ADVISORS LLC

$61,685,037

0.76%

682,961

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	30,072	$2,716,103	4.4%	Defined
Held directly	652,889	$58,968,934	95.6%	Defined

NOMURA ASSET MANAGEMENT INTERNATIONAL INC.

$61,285,461

0.76%

678,537

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NOMURA HOLDINGS INC joint	678,537	$61,285,461	100.0%	Defined

Bank of New York Mellon Corp

$60,176,595

0.74%

666,260

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BNY Mellon Trust of Delaware joint	1,248	$112,718	0.2%	Defined
Mellon Investments Corporation joint	233,198	$21,062,443	35.0%	Other
BNY Mellon Investment Adviser, Inc.	31,584	$2,852,666	4.7%	Defined
The Bank of New York Mellon	254,421	$22,979,304	38.2%	Defined
BNY Mellon, NA joint	37,983	$3,430,623	5.7%	Defined
BNY Mellon Advisors, Inc. joint	8,081	$729,875	1.2%	Other
Newton Investment Management North America, LLC joint	99,743	$9,008,786	15.0%	Defined
Held directly	2	$180	0.0%	Defined

GW&K Investment Management, LLC

$57,116,741

0.71%

632,382

CADIAN CAPITAL MANAGEMENT, LP

$56,603,544

0.70%

626,700

VANGUARD FIDUCIARY TRUST CO

$54,356,743

0.67%

601,824

NORGES BANK

$48,226,002

0.60%

533,946

Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.

$41,269,195

0.51%

456,922

UBS Group AG

$39,330,475

0.49%

435,457

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	54,422	$4,915,395	12.5%	Defined
UBS AG	369,890	$33,408,464	84.9%	Defined
UBS Switzerland AG	11,000	$993,520	2.5%	Defined
UBS Securities LLC	145	$13,096	0.0%	Defined

RAYMOND JAMES FINANCIAL INC

$39,015,256

0.48%

431,967

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	267,259	$24,138,832	61.9%	Defined
Raymond James Financial Services Advisors, Inc.	23,106	$2,086,933	5.3%	Defined
ClariVest Asset Management LLC joint	50,397	$4,551,857	11.7%	Defined
EAGLE ASSET MANAGEMENT INC joint	87,652	$7,916,728	20.3%	Defined
RAYMOND JAMES TRUST N.A.	3,553	$320,906	0.8%	Defined

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

$36,183,366

0.45%

400,613

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtus Investment Advisers, LLC	165,741	$14,969,727	41.4%	Defined
Held directly	234,872	$21,213,639	58.6%	Sole

WELLINGTON MANAGEMENT GROUP LLP

$35,034,585

0.43%

387,894

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wellington Management Company LLP	381,707	$34,475,776	98.4%	Defined
Wellington Management International Ltd	6,187	$558,809	1.6%	Defined

Artisan Partners Limited Partnership

$34,692,544

0.43%

384,107

FRANKLIN RESOURCES INC

$32,574,719

0.40%

360,659

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FIDUCIARY TRUST CO INTERNATIONAL	28	$2,528	0.0%	Defined
Fiduciary Trust International of California	10	$903	0.0%	Defined
FIDUCIARY TRUST INTERNATIONAL LLC	2,050	$185,156	0.6%	Defined
FRANKLIN ADVISERS INC	358,279	$32,359,759	99.3%	Defined
PUTNAM ADVISORY CO LLC	292	$26,373	0.1%	Defined

12th Street Asset Management Company, LLC

$31,195,624

0.39%

345,390

Aristotle Capital Boston, LLC

$30,066,082

0.37%

332,884

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ARISTOTLE INVESTMENT SERVICES, LLC	332,884	$30,066,082	100.0%	Sole

Ranger Investment Management, L.P.

$28,834,930

0.36%

319,253

PRINCIPAL FINANCIAL GROUP INC

$28,772,790

0.36%

318,565

CIBC Bancorp USA Inc.

$28,125,195

0.35%

311,395

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CIBC Private Wealth Advisors, Inc.	205,140	$18,528,244	65.9%	Defined
CIBC National Trust Co	101,569	$9,173,712	32.6%	Defined
CIBC WORLD MARKETS CORP	4,686	$423,239	1.5%	Defined

LAZARD ASSET MANAGEMENT LLC

$24,900,591

0.31%

275,693

RHUMBLINE ADVISERS

$22,977,678

0.28%

254,403

ASHFORD CAPITAL MANAGEMENT INC

$22,890,791

0.28%

253,441

MILLENNIUM MANAGEMENT LLC

$22,577,742

0.28%

249,975

SEGALL BRYANT & HAMILL, LLC

$21,518,107

0.27%

238,243

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	238,243	$21,518,107	100.0%	Sole

OPPENHEIMER ASSET MANAGEMENT INC.

$21,078,698

0.26%

233,378

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GW&K Investment Management	1,669	$150,744	0.7%	Other
Penn Capital	3	$270	0.0%	Other
Stephens Inv Mgt	3,182	$287,398	1.4%	Other
12th Street Asset Mgmt	120,012	$10,839,483	51.4%	Other
Wasatch Advisors	104,321	$9,422,272	44.7%	Other
DF Dent	4,191	$378,531	1.8%	Other

OBERWEIS ASSET MANAGEMENT INC/

$20,619,243

0.26%

228,291

ALLIANCEBERNSTEIN L.P.

$20,094,393

0.25%

222,480

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	222,480	$20,094,393	100.0%	Defined

ROYAL BANK OF CANADA

$19,171,680

0.24%

212,264

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	3,299	$297,965	1.6%	Defined
RBC Capital Markets, LLC	9,578	$865,084	4.5%	Defined
RBC Global Asset Management (U.S.) Inc.	165,436	$14,942,179	77.9%	Defined
RBC Dominion Securities Inc.	1,371	$123,828	0.6%	Defined
RBC Trust Co (Delaware) Ltd	92	$8,309	0.0%	Defined
RBC Rochdale, LLC	48	$4,335	0.0%	Defined
Alaska Permanent Fund Corp joint	32,440	$2,929,980	15.3%	Defined

Allspring Global Investments Holdings, LLC

$18,307,050

0.23%

202,691

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Allspring Funds Management, LLC reporting on behalf of Morgan Stanley Smith Barney, LLC	912	$82,371	0.4%	Defined
Allspring Global Investments, LLC reporting on behalf of UBS ASSET MANAGEMENT AMERICAS INC	201,779	$18,224,679	99.6%	Defined

Invesco Ltd.

$17,891,936

0.22%

198,095

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	49,246	$4,447,896	24.9%	Defined
Invesco Trust Co joint	33,845	$3,056,880	17.1%	Defined
Invesco Management S.A.	2,130	$192,381	1.1%	Defined
Invesco Investment Advisers LLC	3,263	$294,714	1.6%	Defined
Invesco Capital Management LLC	109,611	$9,900,065	55.3%	Defined

Retirement Systems of Alabama

$17,727,828

0.22%

196,278

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$17,476,192

0.22%

193,492

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	2,790	$251,992	1.4%	Defined
UBS Asset Management Switzerland AG	144,185	$13,022,788	74.5%	Defined
UBS Asset Management (UK) Ltd.	25,008	$2,258,721	12.9%	Defined
Held directly	21,509	$1,942,691	11.1%	Defined

WELLS FARGO & COMPANY/MN

$17,199,185

0.21%

190,425

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	81,500	$7,361,080	42.8%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	31,305	$2,827,467	16.4%	Defined
WELLS FARGO CLEARING SERVICES, LLC	77,620	$7,010,638	40.8%	Defined

FRONTIER CAPITAL MANAGEMENT CO LLC

$16,646,698

0.21%

184,308

ENVESTNET ASSET MANAGEMENT INC

$15,822,438

0.20%

175,182

GLENMEDE TRUST CO NA

$15,703,666

0.19%

173,867

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Glenmede Investment Management, LP	159,471	$14,403,420	91.7%	Sole
Held directly	14,396	$1,300,246	8.3%	Sole

Swiss National Bank

$15,309,240

0.19%

169,500

Russell Investments Group, Ltd.

$14,160,908

0.18%

156,786

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	81,933	$7,400,187	52.3%	Defined
Russell Investments Capital, LLC	49,167	$4,440,763	31.4%	Defined
Russell Investments France SAS	6,699	$605,053	4.3%	Defined
Russell Investments Trust Company joint	18,987	$1,714,905	12.1%	Defined

Qube Research & Technologies Ltd

$14,139,686

0.17%

156,551

California Public Employees Retirement System

$14,028,412

0.17%

155,319

NEW YORK STATE COMMON RETIREMENT FUND

$13,572,657

0.17%

150,273

Premier Fund Managers Ltd

$13,118,347

0.16%

145,243

Public Sector Pension Investment Board

$12,730,784

0.16%

140,952

NEUBERGER BERMAN GROUP LLC

$12,406,806

0.15%

137,365

GDS Wealth Management

$12,382,149

0.15%

137,092

CANADA PENSION PLAN INVESTMENT BOARD

$12,247,392

0.15%

135,600

DEUTSCHE BANK AG\

$11,985,914

0.15%

132,705

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS INVESTMENT MANAGEMENT AMERICAS, INC	44,157	$3,988,260	33.3%	Defined
DWS Investments UK Ltd	87,419	$7,895,684	65.9%	Defined
DBX Advisors LLC	115	$10,386	0.1%	Defined
DWS International GmbH	1,014	$91,584	0.8%	Defined

PEREGRINE CAPITAL MANAGEMENT LLC

$11,984,651

0.15%

132,691

CASTLEARK MANAGEMENT LLC

$11,540,186

0.14%

127,770

AMERIPRISE FINANCIAL INC

$11,369,661

0.14%

125,882

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	117,679	$10,628,767	93.5%	Defined
Ameriprise Financial Services, LLC	8,010	$723,463	6.4%	Defined
Ameriprise Bank, FSB	193	$17,431	0.2%	Defined

AXIOM INVESTORS LLC /DE

$10,920,681

0.14%

120,911

CAPITAL FUND MANAGEMENT S.A.

$10,823,226

0.13%

119,832

Legal & General Group Plc

$10,704,906

0.13%

118,522

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	49,188	$4,442,660	41.5%	Defined
Legal & General Investment Management Ltd joint	69,334	$6,262,246	58.5%	Defined

Ensign Peak Advisors, Inc

$10,592,819

0.13%

117,281

Wealthspire Advisors, LLC

$10,114,575

0.13%

111,986

B. Metzler seel. Sohn & Co. AG

$10,035,274

0.12%

111,108

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Metzler Asset Management GmbH	111,108	$10,035,274	100.0%	Defined

Mariner, LLC

$9,835,667

0.12%

108,898

BESSEMER GROUP INC

$9,816,699

0.12%

108,688

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BESSEMER TRUST Co NATIONAL ASSOCIATION	106,686	$9,635,879	98.2%	Defined
Bessemer Trust CO of Delaware, N.A.	400	$36,128	0.4%	Defined
BESSEMER TRUST Co OF FLORIDA	1,602	$144,692	1.5%	Defined

STATE OF WISCONSIN INVESTMENT BOARD

$9,291,670

0.11%

102,875

TECTONIC ADVISORS LLC

$9,061,173

0.11%

100,323

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CAIN, WATTERS & ASSOCIATES, LLC	100,323	$9,061,173	100.0%	Other

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$8,832,754

0.11%

97,794

Granahan Investment Management, LLC

$8,789,761

0.11%

97,318

RENAISSANCE GROUP LLC

$8,746,498

0.11%

96,839

VOYA INVESTMENT MANAGEMENT LLC

$8,547,070

0.11%

94,631

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Voya Investment Management Co. LLC joint	94,631	$8,547,070	100.0%	Defined

BEACON INVESTMENT ADVISORY SERVICES, INC.

$8,511,485

0.11%

94,237

Motley Fool Asset Management LLC

$8,403,643

0.10%

93,043

Key facts CIK 1428336 CUSIP 42226A107 13F (30d) 121 filings 119 filers Visit website Investor relations