IP · International Paper Co · Shareholders & Ownership

$33.68 +0.05 (+0.15%) At close · Oct 22

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$17.84B

529.57M

Volume · Oct 22 6.41M Avg daily vol (3M) 5.06M

Every disclosed holder of IP 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 IP

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)	860	534,832,319	100.99%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	5,262,424	-0.99%	Negative
Registered funds (N-PORT, not summed)	695	303,443,458	57.30%	No

Shares outstanding: 529,569,895, 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 IP

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	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	78,469,265	14.82%	-26,334	Jun 30, 2026	carried, not yet filed for the newest quarter
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	50,942,140	9.62%	+4,715,694	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	46,899,070	8.86%	+5,887,172	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	7,293,634	1.38%	+502,305	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Select Dividend ETF Fund S000004334 · Registered fund · Jul 31, 2026 iShares Trust, not summed	7,201,545	1.36%	-63,059	Jul 31, 2026	iShares Trust, not summed
2.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,161,165	0.41%	+160,892	Jun 30, 2026	iShares Trust, not summed
2.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,174,230	0.22%	-24,383	Jun 30, 2026	iShares Trust, not summed
3	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	45,497,485	8.59%	-3,695,124	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	T. Rowe Price Value Fund, Inc. Fund S000002125 · Registered fund · Jun 30, 2026 T. ROWE PRICE VALUE FUND, INC., not summed	6,497,941	1.23%	-1,008,065	Jun 30, 2026	T. ROWE PRICE VALUE FUND, INC., not summed
3.2	T. Rowe Price Equity Income Fund Fund S000002076 · Registered fund · Jun 30, 2026 T. ROWE PRICE EQUITY INCOME FUND, INC., not summed	4,916,900	0.93%	-324,100	Jun 30, 2026	T. ROWE PRICE EQUITY INCOME FUND, INC., not summed
3.3	T. Rowe Price Mid-Cap Value Fund, Inc. Fund S000002103 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed	4,084,923	0.77%	-163,024	Jun 30, 2026	T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed
3.4	T. Rowe Price Large-Cap Value Fund Fund S000002093 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	693,925	0.13%	-78,514	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
3.5	T. Rowe Price Real Assets Fund, Inc. Fund S000029428 · Registered fund · Jun 30, 2026 T. ROWE PRICE REAL ASSETS FUND, INC., not summed	510,554	0.10%	-98,900	Jun 30, 2026	T. ROWE PRICE REAL ASSETS FUND, INC., not summed
4	American Mutual Fund Fund S000008999 · Registered fund · Jul 31, 2026 American Mutual Fund, not summed	34,578,554	6.53%	-359,813	Jul 31, 2026	American Mutual Fund, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	34,552,688	6.52%	+227,953	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	32,999,909	6.23%	+2,189,597	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	State Street(R) Materials Select Sector SPDR(R) ETF Fund S000006414 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	5,786,650	1.09%	+1,458,717	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
6.2	State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF Fund S000050968 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	2,058,162	0.39%	+35,912	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street(R) SPDR(R) S&P(R) Global Natural Resources ETF Fund S000030037 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	1,356,690	0.26%	+151,217	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
6.4	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,268,009	0.24%	+158,148	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.5	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	643,087	0.12%	+22,058	Jun 30, 2026	SPDR SERIES TRUST, not summed
7	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	24,898,417	4.70%	-101,397	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	19,562,612	3.69%	-17,109,071	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Capital International Investors 13G CIK 1562230 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	19,905,799	3.76%	-17,441,766	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
9	Capital Group Dividend Value ETF Fund S000074249 · Registered fund · May 31, 2026 Capital Group Dividend Value ETF, not summed	18,308,174	3.46%	+3,665,414	May 31, 2026	Capital Group Dividend Value ETF, not summed
10	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	18,097,056	3.42%	+4,495,757	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	BNY Mellon Dynamic Value ETF Fund S000087738 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust II, not summed	271,824	0.05%	—	Jul 31, 2026	BNY Mellon ETF Trust II, not summed
10.2	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	43,506	0.01%	+46	Jul 31, 2026	BNY Mellon ETF Trust, not summed
11	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	17,545,873	3.31%	+5,053,669	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	5,850,847	1.10%	+1,485,210	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
11.2	Invesco Comstock Fund Fund S000027834 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	5,368,607	1.01%	+373,764	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
11.3	Invesco S&P Ultra Dividend Revenue ETF Fund S000064597 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	1,002,729	0.19%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
11.4	Invesco Comstock Select Fund Fund S000064612 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	800,056	0.15%	+278,620	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
11.5	Invesco V.I. Comstock Fund Fund S000027872 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	566,672	0.11%	+173,014	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
12	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	16,813,248	3.17%	+3,186	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,574,865	2.75%	+716,275	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Investment Co of America Fund S000009597 · Registered fund · Jun 30, 2026 Investment Co of America, not summed	14,350,508	2.71%	0	Jun 30, 2026	Investment Co of America, not summed
15	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	13,724,086	2.59%	+306,474	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	11,365,588	2.15%	+4,302,309	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	459,666	0.09%	-38,310	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
16.2	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	370,253	0.07%	—	May 31, 2026	Goldman Sachs ETF Trust, not summed
16.3	Goldman Sachs Mid Cap Value Fund Fund S000009320 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	240,880	0.05%	-186,930	May 31, 2026	Goldman Sachs Trust, not summed
16.4	Goldman Sachs Income Builder Fund Fund S000009342 · Registered fund · Jul 31, 2026 GOLDMAN SACHS TRUST, not summed	183,909	0.03%	-7,377	Jul 31, 2026	GOLDMAN SACHS TRUST, not summed
16.5	Goldman Sachs Large Cap Value Fund Fund S000009317 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	165,438	0.03%	+34,446	May 31, 2026	Goldman Sachs Trust, not summed
17	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	9,904,027	1.87%	0	Jul 31, 2026	Washington Mutual Investors Fund, not summed
18	Atlas FRM LLC 13F CIK 1879898 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,840,000	1.86%	+2,250,000	Jun 30, 2026	carried, not yet filed for the newest quarter
19	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,884,607	1.68%	+7,648,972	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	979,889	0.19%	—	Jun 30, 2026	AQR Funds, not summed
19.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	404,681	0.08%	+333,420	Jun 30, 2026	AQR Funds, not summed
19.3	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	262,374	0.05%	—	Jun 30, 2026	AQR Funds, not summed
19.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	196,517	0.04%	—	Jun 30, 2026	AQR Funds, not summed
19.5	AQR Trend Total Return Fund Fund S000074759 · Registered fund · Jun 30, 2026 AQR Funds, not summed	23,860	0.00%	+19,790	Jun 30, 2026	AQR Funds, not summed
20	American Funds Fundamental Investors Fund S000009227 · Registered fund · Jun 30, 2026 American Funds Fundamental Investors, not summed	6,904,768	1.30%	-732,843	Jun 30, 2026	American Funds Fundamental Investors, not summed
21	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,865,485	1.30%	-32,868	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	1,774	0.00%	+175	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
21.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	1,020	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
21.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	638	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
21.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	234	0.00%	+16	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
22	Growth-Income Fund Fund S000008795 · Registered fund · Jun 30, 2026 AMERICAN FUNDS INSURANCE SERIES, not summed	6,403,770	1.21%	0	Jun 30, 2026	AMERICAN FUNDS INSURANCE SERIES, not summed
23	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	6,114,486	1.15%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
24	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,074,132	1.15%	—	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,737,317	1.08%	-5,666,583	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,564,420	1.05%	-5,812,309	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Franklin Mutual Global Discovery Fund Fund S000007861 · Registered fund · Jun 30, 2026 Franklin Mutual Series Funds, not summed	4,105,838	0.78%	+726,555	Jun 30, 2026	Franklin Mutual Series Funds, not summed
26.2	Franklin Mutual Quest Fund Fund S000007863 · Registered fund · Jun 30, 2026 Franklin Mutual Series Funds, not summed	577,142	0.11%	0	Jun 30, 2026	Franklin Mutual Series Funds, not summed
26.3	Franklin Mutual Global Discovery VIP Fund Fund S000007319 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	189,182	0.04%	+33,714	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
26.4	Franklin Mutual U.S. Mid Cap Value Fund Fund S000007352 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	166,794	0.03%	-52,090	Jul 31, 2026	Franklin Value Investors Trust, not summed
26.5	Franklin U.S. Equity Index ETF Fund S000053154 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	15,756	0.00%	+1,742	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
27	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,150,082	0.97%	+1,836,566	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Old Westbury Large Cap Strategies Fund Fund S000001858 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	3,076,771	0.58%	+1,019,770	Jul 31, 2026	Old Westbury Funds Inc, not summed
27.2	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	80,156	0.02%	+33,053	Jul 31, 2026	Old Westbury Funds Inc, not summed
28	Hill City Capital, LP 13F CIK 1837343 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,100,000	0.96%	+900,000	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Slate Path Capital LP 13F CIK 1559706 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,861,976	0.92%	+1,482,300	Jun 30, 2026	carried, not yet filed for the newest quarter
30	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,559,863	0.86%	-26,185	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	156,127	0.03%	+15,294	Jun 30, 2026	Northern Funds, not summed
30.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	23,928	0.00%	+1,199	Jun 30, 2026	Northern Funds, not summed
30.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	17,696	0.00%	+5,684	Jul 31, 2026	FlexShares Trust, not summed
30.4	FlexShares STOXX US ESG Select Index Fund Fund S000054498 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,680	0.00%	+161	Jul 31, 2026	FlexShares Trust, not summed
31	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,103,435	0.77%	+161,330	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	1,180,745	0.22%	-449	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
31.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	562,168	0.11%	+15,367	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	541,335	0.10%	+4,880	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	324,139	0.06%	+14,451	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
31.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	311,762	0.06%	+6,060	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,947,683	0.75%	-255,247	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	INTERNATIONAL CORE EQUITY 2 PORTFOLIO Fund S000000983 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	675,572	0.13%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
32.2	Dimensional International Value ETF Fund S000070904 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	597,054	0.11%	+27,661	Jul 31, 2026	Dimensional ETF Trust, not summed
32.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	530,019	0.10%	+9,382	Jul 31, 2026	Dimensional ETF Trust, not summed
32.4	THE DFA INTERNATIONAL VALUE SERIES Fund S000000994 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	471,882	0.09%	-6,566	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
32.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	380,625	0.07%	-19,383	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
33	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,846,342	0.73%	—	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
34	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,748,072	0.71%	+519,025	Jun 30, 2026	carried, not yet filed for the newest quarter
35	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,615,370	0.68%	+324,877	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	2,019,867	0.38%	-24,191	Jun 30, 2026	MFS SERIES TRUST XI, not summed
35.2	MFS Core Equity Fund Fund S000000763 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	276,700	0.05%	—	May 31, 2026	MFS SERIES TRUST I, not summed
35.3	MFS New Discovery Value Fund Fund S000032712 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	222,754	0.04%	-88,370	May 31, 2026	MFS SERIES TRUST XIII, not summed
35.4	MFS Mid Cap Value Portfolio Fund S000018843 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	75,562	0.01%	0	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
35.5	MFS Global New Discovery Fund Fund S000035048 · Registered fund · May 31, 2026 MFS SERIES TRUST IV, not summed	17,194	0.00%	+396	May 31, 2026	MFS SERIES TRUST IV, not summed
36	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,547,334	0.67%	+1,851,029	Jun 30, 2026	carried, not yet filed for the newest quarter
37	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,433,666	0.65%	+2,654,368	Jun 30, 2026	carried, not yet filed for the newest quarter
38	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,064,007	0.58%	+430,264	Jun 30, 2026	carried, not yet filed for the newest quarter
39	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	3,002,077	0.57%	+69,509	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	942	0.00%	+116	May 31, 2026	UBS INVESTMENT TRUST, not summed
39.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	365	0.00%	+48	Jun 30, 2026	UBS FUNDS, not summed
40	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,997,685	0.57%	+1,005,208	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	2,973,673	0.56%	+733	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	2,873,173	0.54%	-105,897	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
43	Nykredit A/S 13F CIK 1847328 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,747,579	0.52%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
44	M&G PLC 13F CIK 1802539 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,558,836	0.48%	-554	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,520,657	0.48%	-2,364,241	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
46	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,397,889	0.45%	+445,357	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,219,212	0.42%	-466,754	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,169,712	0.41%	+146,146	Jun 30, 2026	carried, not yet filed for the newest quarter
49	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	2,111,485	0.40%	+47,273	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
50	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,036,838	0.38%	+236,635	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	22,749	0.00%	—	May 29, 2026	DBX ETF Trust, not summed
50.2	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	16,239	0.00%	-901	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
50.3	DWS Global Small Cap Fund Fund S000005468 · Registered fund · Jul 31, 2026 DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC., not summed	13,495	0.00%	—	Jul 31, 2026	DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC., not summed
50.4	Xtrackers RREEF Global Natural Resources ETF Fund S000083869 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	10,532	0.00%	+1,632	Aug 31, 2026	DBX ETF Trust, not summed
50.5	Xtrackers MSCI USA Selection Equity ETF Fund S000064994 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	8,521	0.00%	0	Aug 31, 2026	DBX ETF Trust, not summed

156 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 51434 CUSIP 460146103 13F (30d) 176 filings 164 filers Visit website Investor relations