HSIC · Henry Schein Inc · Shareholders & Ownership

$84.51 -0.45 (-0.53%) At close · Oct 26

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$9.47B

111.45M

Volume · Oct 26 937.98K Avg daily vol (3M) 1.2M

Every disclosed holder of HSIC 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 HSIC

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)	587	122,929,511	110.30%	Yes
Insiders (Forms 3, 4, 5)	28	48,059,963	43.12%	Yes
13D/G-only blocks	1	4,403,570	3.95%	Yes
Remaining	—	63,946,502	-57.38%	Negative
Registered funds (N-PORT, not summed)	528	43,778,622	39.28%	No

Shares outstanding: 111,446,542, the issuer's latest cover-page count restated onto today's split basis.

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 HSIC

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	KKR Hawaii Aggregator L.P. 13D CIK 2060445 · Unknown · Mar 9, 2026 Item 4 purpose: not restated by this amendment, the earlier 13D's purpose stands not summed	18,464,701	16.57%	+918,723	Mar 9, 2026	not summed
1.1	KKR Hawaii Aggregator L.P. Insider CIK 2060445 · May 14, 2025 10% Owner, issuer-wide	15,652,032	14.04%	—	May 14, 2025	10% Owner, issuer-wide
2	Kohlberg Kravis Roberts & Co. L.P. 13F CIK 1399770 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	15,652,032	14.04%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
3	MH Sub I, LLC Insider CIK 2061650 · May 14, 2025 10% Owner, issuer-wide	15,652,032	14.04%	—	May 14, 2025	10% Owner, issuer-wide
4	KKR Hawaii Holdings L.P. Insider CIK 2072003 · Aug 14, 2025 10% Owner, issuer-wide	15,263,662	13.70%	—	Aug 14, 2025	10% Owner, issuer-wide
5	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,553,901	6.78%	+1,831,752	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	7,553,900	6.78%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.2	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	2,164,774	1.94%	+544,818	Jul 31, 2026	Fidelity Puritan Trust, not summed
5.3	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	1,288,109	1.16%	+60,329	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
5.4	Fidelity 500 Index Fund Fund S000006027 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	1,256,937	1.13%	-23,618	Aug 31, 2026	Fidelity Concord Street Trust, not summed
5.5	Fidelity Series Value Discovery Fund Fund S000039216 · Registered fund · Jul 31, 2026 Fidelity Devonshire Trust, not summed	793,300	0.71%	+80,800	Jul 31, 2026	Fidelity Devonshire Trust, not summed
6	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,024,663	6.30%	+1,674	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,331,542	1.19%	+40,013	Jun 30, 2026	iShares Trust, not summed
6.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	404,819	0.36%	+13,873	Jun 30, 2026	iShares Trust, not summed
6.3	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	220,630	0.20%	-19,066	Jun 30, 2026	iShares Trust, not summed
6.4	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	159,187	0.14%	-12,167	Jun 30, 2026	iShares Trust, not summed
6.5	iShares Russell Mid-Cap Value ETF Fund S000004335 · Registered fund · Jun 30, 2026 iShares Trust, not summed	151,611	0.14%	+5,655	Jun 30, 2026	iShares Trust, not summed
7	Artisan Partners Limited Partnership 13F CIK 1466153 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,467,467	5.80%	-105,556	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Artisan Global Value Fund Fund S000019611 · Registered fund · Jun 30, 2026 Artisan Partners Funds Inc., not summed	488,179	0.44%	-9,412	Jun 30, 2026	Artisan Partners Funds Inc., not summed
7.2	Artisan Select Equity Fund Fund S000067908 · Registered fund · Jun 30, 2026 Artisan Partners Funds Inc., not summed	49,332	0.04%	-1,225	Jun 30, 2026	Artisan Partners Funds Inc., not summed
8	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,346,669	5.69%	-76,498	Jun 30, 2026	carried, not yet filed for the newest quarter
9	GENERATION INVESTMENT MANAGEMENT LLP 13G CIK 1375534 · Exempt reporting adviser · Sep 30, 2024 Rule 13d-1(c), passive investor	4,403,570	3.95%	—	Sep 30, 2024	Rule 13d-1(c), passive investor
10	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,342,929	3.90%	-219,583	Jun 30, 2026	carried, not yet filed for the newest quarter
11	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,305,276	3.86%	-73,705	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	State Street(R) Health Care Select Sector SPDR(R) ETF Fund S000006412 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	684,067	0.61%	-44,061	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
11.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	231,276	0.21%	+19,347	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	117,790	0.11%	+639	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	36,700	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
11.5	State Street(R) SPDR(R) S&P(R) Health Care Services ETF Fund S000012331 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	28,699	0.03%	+6,988	Jun 30, 2026	SPDR SERIES TRUST, not summed
12	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,133,442	3.71%	-61,478	Jun 30, 2026	carried, not yet filed for the newest quarter
13	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,457,175	3.10%	-137,184	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Mid Cap Value Fund Fund S000005779 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	1,334,816	1.20%	-154,585	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
13.2	Focused Large Cap Value Fund Fund S000005778 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	614,144	0.55%	+72,552	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
13.3	Value Fund Fund S000005782 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	199,319	0.18%	-6,183	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
14	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,394,242	3.05%	+521,238	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	482,736	0.43%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	423,885	0.38%	+272,008	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	364,767	0.33%	+218,380	Jul 31, 2026	Dimensional ETF Trust, not summed
14.4	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	343,006	0.31%	+9,416	Jul 31, 2026	Dimensional ETF Trust, not summed
14.5	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	270,764	0.24%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
15	Southpoint Capital Advisors LP 13F CIK 1319998 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,300,000	2.96%	+100,000	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,150,237	2.83%	-1,736,246	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	2,362,874	2.12%	+157,655	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16.2	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	171,939	0.15%	-3,748	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
16.3	Invesco S&P 500 Equal Weight Health Care ETF Fund S000060814 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	150,505	0.14%	-9,716	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16.4	Invesco S&P 500 Pure Value ETF Fund S000060792 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	122,432	0.11%	-17,524	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16.5	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	100,010	0.09%	+18,991	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
17	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,088,611	2.77%	-6,637	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,921,103	2.62%	+2,887,920	Jun 30, 2026	carried, not yet filed for the newest quarter
19	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,729,030	2.45%	-41,220	Jun 30, 2026	carried, not yet filed for the newest quarter
20	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,507,310	2.25%	-34,685	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	Palestra Capital Management LLC 13F CIK 1568788 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,446,691	2.20%	-965,976	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,231,443	2.00%	-16,638	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	BANK OF MONTREAL /CAN/ 13F CIK 927971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,115,510	1.90%	+71,540	Jun 30, 2026	carried, not yet filed for the newest quarter
24	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,100,819	1.89%	+674,121	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	272	0.00%	+191	Jul 31, 2026	E Trade Trust, not summed
25	FIDUCIARY MANAGEMENT INC /WI/ 13F CIK 764532 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,817,353	1.63%	-136,730	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	FMI Common Stock Fund Fund S000043149 · Registered fund · Jun 30, 2026 FMI Funds Inc, not summed	925,000	0.83%	-15,000	Jun 30, 2026	FMI Funds Inc, not summed
26	JPMorgan Mid Cap Value Fund Fund S000004475 · Registered fund · Jun 30, 2026 J.P. Morgan Fleming Mutual Fund Group, Inc., not summed	1,606,529	1.44%	-76,703	Jun 30, 2026	J.P. Morgan Fleming Mutual Fund Group, Inc., not summed
27	LYRICAL ASSET MANAGEMENT LP 13F CIK 1542302 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,467,351	1.32%	-77,091	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	LYRICAL U.S. VALUE EQUITY FUND Fund S000039711 · Registered fund · May 31, 2026 Ultimus Managers Trust, not summed	256,388	0.23%	-13,391	May 31, 2026	Ultimus Managers Trust, not summed
28	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,412,983	1.27%	-18,593	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,336,843	1.20%	+281,377	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Swedbank AB 13F CIK 946431 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,310,822	1.18%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
31	M.D. Sass, LLC 13F CIK 922940 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,286,942	1.15%	+13,626	Jun 30, 2026	carried, not yet filed for the newest quarter
32	SNYDER CAPITAL MANAGEMENT L P 13F CIK 1050477 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,285,225	1.15%	+16,416	Jun 30, 2026	carried, not yet filed for the newest quarter
33	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,272,537	1.14%	-241,848	Jun 30, 2026	carried, not yet filed for the newest quarter
34	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,237,832	1.11%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
35	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,212,477	1.09%	-9,108	Jun 30, 2026	carried, not yet filed for the newest quarter
36	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,174,216	1.05%	+342,313	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	4,828	0.00%	-316	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
36.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	4,155	0.00%	-1,183	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
36.3	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	3,348	0.00%	-102	May 31, 2026	Goldman Sachs ETF Trust II, not summed
36.4	Goldman Sachs Strategic Factor Allocation Fund Fund S000054057 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	1,419	0.00%	-97	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
36.5	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	1,317	0.00%	-90	May 31, 2026	Goldman Sachs ETF Trust, not summed
37	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,036,795	0.93%	-22,721	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	270,326	0.24%	-263	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.2	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	213,483	0.19%	-8,897	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
37.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	138,981	0.12%	-6,056	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.4	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	107,362	0.10%	+2,794	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.5	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	71,389	0.06%	+2,943	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
38	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	964,424	0.87%	-29,063	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	35,292	0.03%	-685	Jun 30, 2026	Northern Funds, not summed
38.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	20,224	0.02%	-566	Jul 31, 2026	FlexShares Trust, not summed
39	DekaBank Deutsche Girozentrale 13F CIK 1456228 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	953,792	0.86%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
40	NOMURA HOLDINGS INC 13F CIK 1163653 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	922,721	0.83%	+530,015	Jun 30, 2026	carried, not yet filed for the newest quarter
41	PZENA INVESTMENT MANAGEMENT LLC 13F CIK 1027796 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	860,733	0.77%	-26,906	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Pzena Mid Cap Value Fund Fund S000044707 · Registered fund · May 31, 2026 Advisors Series Trust, not summed	30,559	0.03%	0	May 31, 2026	Advisors Series Trust, not summed
42	VANGUARD SELECTED VALUE FUND Fund S000004409 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	804,006	0.72%	0	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
43	JPMorgan Value Advantage Fund Fund S000002796 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	794,283	0.71%	-21,804	Jun 30, 2026	JPMorgan Trust I, not summed
44	DME Capital Management, LP 13F CIK 1489933 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	718,550	0.64%	+119,250	Jun 30, 2026	carried, not yet filed for the newest quarter
45	THOMPSON SIEGEL & WALMSLEY LLC 13F CIK 1008322 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	705,998	0.63%	-99,286	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Ananym Capital Management, LP 13F CIK 2037077 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	694,183	0.62%	+19,300	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Ulysses Management LLC 13F CIK 1510912 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	665,358	0.60%	+15,500	Jun 30, 2026	carried, not yet filed for the newest quarter
48	STALEY CAPITAL ADVISERS INC 13F CIK 1106565 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	661,548	0.59%	+210,808	Jun 30, 2026	carried, not yet filed for the newest quarter
49	JPMorgan Mid Cap Equity Fund Fund S000002793 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	618,350	0.55%	-1,167	Jun 30, 2026	JPMorgan Trust I, not summed
50	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	544,654	0.49%	-16,585	Jun 30, 2026	carried, not yet filed for the newest quarter

107 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 1000228 CUSIP 806407102 13F (30d) 135 filings 129 filers Visit website Investor relations