IR · Ingersoll Rand Inc. · Shareholders & Ownership

$73.80 -0.32 (-0.43%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$28.75B

388.00M

Volume · Oct 23 2.82M Avg daily vol (3M) 4.31M

Every disclosed holder of IR 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 IR

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)	905	402,294,649	103.68%	Yes
Insiders (Forms 3, 4, 5)	19	894,989	0.23%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	15,190,209	-3.92%	Negative
Registered funds (N-PORT, not summed)	739	215,924,655	55.65%	No

Shares outstanding: 387,999,429, 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 IR

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	30,300,264	7.81%	+1,002,843	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	4,898,504	1.26%	+320,349	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,610,367	0.42%	+90,030	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	872,805	0.23%	-40,731	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell Mid-Cap Value ETF Fund S000004335 · Registered fund · Jun 30, 2026 iShares Trust, not summed	600,014	0.15%	+26,845	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	585,127	0.15%	-33,736	Jun 30, 2026	iShares Trust, not summed
2	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	27,934,411	7.20%	-3,302,666	Jun 30, 2026	carried, not yet filed for the newest quarter
3	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	27,030,168	6.97%	+6,700,975	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	PRICE T ROWE ASSOCIATES INC /MD/ 13G CIK 80255 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	27,021,828	6.96%	+6,681,466	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	T. Rowe Price Capital Appreciation Fund Fund S000002070 · Registered fund · Jun 30, 2026 T. ROWE PRICE CAPITAL APPRECIATION FUND, INC., not summed	6,058,392	1.56%	-252,581	Jun 30, 2026	T. ROWE PRICE CAPITAL APPRECIATION FUND, INC., not summed
3.3	T. Rowe Price Value Fund, Inc. Fund S000002125 · Registered fund · Jun 30, 2026 T. ROWE PRICE VALUE FUND, INC., not summed	4,380,161	1.13%	+2,510,861	Jun 30, 2026	T. ROWE PRICE VALUE FUND, INC., not summed
3.4	T. Rowe Price Mid-Cap Growth Fund, Inc. Fund S000002102 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed	3,213,830	0.83%	-2,170	Jun 30, 2026	T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed
3.5	T. Rowe Price All-Cap Opportunities Fund Fund S000002104 · Registered fund · Jun 30, 2026 T. Rowe Price All-Cap Opportunities Fund, Inc., not summed	2,208,600	0.57%	0	Jun 30, 2026	T. Rowe Price All-Cap Opportunities Fund, Inc., not summed
4	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	25,215,025	6.50%	-4,254,750	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Capital Research Global Investors 13G CIK 1422848 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	25,217,116	6.50%	-4,283,984	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	24,476,450	6.31%	+116,183	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	16,857,555	4.34%	-31,953	Jun 30, 2026	carried, not yet filed for the newest quarter
7	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	16,076,881	4.14%	-1,729,355	Jun 30, 2026	carried, not yet filed for the newest quarter
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	15,916,822	4.10%	+487,750	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	State Street(R) Industrial Select Sector SPDR(R) ETF Fund S000006413 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	2,098,868	0.54%	+102,213	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
8.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	849,351	0.22%	+101,868	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	432,663	0.11%	+13,607	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	131,387	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	67,616	0.02%	+920	Jun 30, 2026	SPDR SERIES TRUST, not summed
9	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	15,442,960	3.98%	-1,484,599	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Putnam Large Cap Value Fund Fund S000005581 · Registered fund · Jul 31, 2026 Putnam Large Cap Value Fund, not summed	5,608,236	1.45%	+45,708	Jul 31, 2026	Putnam Large Cap Value Fund, not summed
9.2	Putnam Focused Large Cap Value ETF Fund S000071710 · Registered fund · May 29, 2026 Putnam ETF Trust, not summed	1,804,783	0.47%	+320,080	May 29, 2026	Putnam ETF Trust, not summed
9.3	Putnam Sustainable Leaders Fund Fund S000006295 · Registered fund · Jun 30, 2026 Putnam Sustainable Leaders Fund, not summed	1,146,100	0.30%	0	Jun 30, 2026	Putnam Sustainable Leaders Fund, not summed
9.4	Franklin Mutual Quest Fund Fund S000007863 · Registered fund · Jun 30, 2026 Franklin Mutual Series Funds, not summed	394,944	0.10%	0	Jun 30, 2026	Franklin Mutual Series Funds, not summed
9.5	Franklin Equity Income Fund Fund S000006852 · Registered fund · Jul 31, 2026 Franklin Investors Securities Trust, not summed	390,000	0.10%	-287,500	Jul 31, 2026	Franklin Investors Securities Trust, not summed
10	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	13,278,782	3.42%	-7,717,232	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	13,226,980	3.41%	-7,716,833	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
10.2	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	4,554,737	1.17%	-20,994	May 31, 2026	Fidelity Concord Street Trust, not summed
10.3	Fidelity Contrafund Fund S000006037 · Registered fund · Jun 30, 2026 Fidelity Contrafund, not summed	3,876,785	1.00%	+258,800	Jun 30, 2026	Fidelity Contrafund, not summed
10.4	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	1,537,090	0.40%	+190,231	May 31, 2026	Fidelity Rutland Square Trust II, not summed
10.5	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,482,999	0.38%	+10,265	Jul 31, 2026	Fidelity Salem Street Trust, not summed
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	12,424,443	3.20%	-14,379	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	10,642,725	2.74%	-4,490,123	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,958,937	2.57%	-3,260,215	Jun 30, 2026	carried, not yet filed for the newest quarter
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,700,004	2.50%	+92,616	Jun 30, 2026	carried, not yet filed for the newest quarter
15	American Balanced Fund Fund S000008801 · Registered fund · Jun 30, 2026 American Balanced Fund, not summed	9,646,892	2.49%	-207,616	Jun 30, 2026	American Balanced Fund, not summed
16	Investment Co of America Fund S000009597 · Registered fund · Jun 30, 2026 Investment Co of America, not summed	9,586,777	2.47%	-269,510	Jun 30, 2026	Investment Co of America, not summed
17	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	9,229,241	2.38%	+184,750	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,479,762	2.19%	+22,240	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,136,789	1.84%	-916,026	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	1,254	0.00%	-43	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
19.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	743	0.00%	+126	Jul 31, 2026	E Trade Trust, not summed
19.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	586	0.00%	+83	Jul 31, 2026	E Trade Trust, not summed
19.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	165	0.00%	-11	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
20	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,780,683	1.75%	-429,233	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	6,679,206	1.72%	+102,486	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Janus Henderson VIT Enterprise Portfolio Fund S000010396 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	402,130	0.10%	+10,199	Jun 30, 2026	Janus Aspen Series, not summed
22	AMCAP Fund Fund S000008817 · Registered fund · May 31, 2026 AMCAP Fund, not summed	6,432,262	1.66%	-4,099,882	May 31, 2026	AMCAP Fund, not summed
23	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	6,310,592	1.63%	-3,994,640	May 31, 2026	Growth Fund of America, not summed
24	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	5,669,838	1.46%	-341,829	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	14,165	0.00%	-200	May 31, 2026	UBS INVESTMENT TRUST, not summed
24.2	UBS Engage For Impact Fund Fund S000063381 · Registered fund · Mar 31, 2026 UBS FUNDS, not summed	5,083	0.00%	—	Mar 31, 2026	UBS FUNDS, not summed
24.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	4,768	0.00%	-165	Jun 30, 2026	UBS FUNDS, not summed
24.4	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	2,929	0.00%	+2,557	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
25	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	5,455,360	1.41%	+3,778,052	Jun 30, 2026	carried, not yet filed for the newest quarter
26	American Funds Fundamental Investors Fund S000009227 · Registered fund · Jun 30, 2026 American Funds Fundamental Investors, not summed	5,392,355	1.39%	-772,069	Jun 30, 2026	American Funds Fundamental Investors, not summed
27	Capital World Growth & Income Fund Fund S000009001 · Registered fund · May 31, 2026 Capital World Growth & Income Fund, not summed	5,009,304	1.29%	0	May 31, 2026	Capital World Growth & Income Fund, not summed
28	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,844,338	1.25%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Janus Henderson Enterprise Fund Fund S000010490 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	4,676,941	1.21%	0	Jun 30, 2026	Janus Investment Fund, not summed
30	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	4,307,360	1.11%	0	Jul 31, 2026	Washington Mutual Investors Fund, not summed
31	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,301,093	1.11%	-110,525	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	MFS Growth Fund Fund S000002419 · Registered fund · May 31, 2026 MFS Series Trust II, not summed	1,474,528	0.38%	+217,901	May 31, 2026	MFS Series Trust II, not summed
31.2	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	1,126,858	0.29%	-13,496	Jun 30, 2026	MFS SERIES TRUST XI, not summed
31.3	MFS Research Fund Fund S000002438 · Registered fund · Jun 30, 2026 MFS Series Trust V, not summed	608,531	0.16%	+241,737	Jun 30, 2026	MFS Series Trust V, not summed
31.4	MFS Growth Series Fund S000002673 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	78,620	0.02%	+13,792	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
31.5	MFS Active Value ETF Fund S000085670 · Registered fund · May 31, 2026 MFS Active Exchange Traded Funds Trust, not summed	49,825	0.01%	+24,669	May 31, 2026	MFS Active Exchange Traded Funds Trust, not summed
32	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,004,257	1.03%	+25,801	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	31,888	0.01%	-2,143	Jul 31, 2026	BNY Mellon ETF Trust, not summed
33	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,886,776	1.00%	+820,388	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	2,644,163	0.68%	+663,092	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
33.2	Invesco S&P 500 Equal Weight Industrials ETF Fund S000060815 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	183,472	0.05%	+38,397	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
33.3	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	157,854	0.04%	-6,768	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
33.4	Invesco S&P 500 High Beta ETF Fund S000030963 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	101,680	0.03%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
33.5	Invesco MSCI USA ETF Fund S000058746 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	68,499	0.02%	+724	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
34	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,881,711	1.00%	+214,063	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Nuveen Core Equity Fund Fund S000005370 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	1,118,645	0.29%	+8,670	Jul 31, 2026	TIAA-CREF Funds, not summed
34.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	781,462	0.20%	+273,780	Jun 30, 2026	College Retirement Equities Fund, not summed
34.3	College Retirement Equities Fund - Responsible Balanced Account Fund S000005086 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	542,557	0.14%	-55,191	Jun 30, 2026	College Retirement Equities Fund, not summed
34.4	Nuveen Large Cap Responsible Equity Fund Fund S000005371 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	379,774	0.10%	-20,899	Jul 31, 2026	TIAA-CREF Funds, not summed
34.5	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	326,386	0.08%	-7,202	Jul 31, 2026	TIAA-CREF Funds, not summed
35	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,721,823	0.96%	+98,989	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
36	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,390,109	0.87%	-84,656	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	194,440	0.05%	+14,448	May 31, 2026	Goldman Sachs ETF Trust, not summed
36.2	Goldman Sachs Mid Cap Value Fund Fund S000009320 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	133,860	0.03%	-3,277	May 31, 2026	Goldman Sachs Trust, not summed
36.3	Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Fund S000009358 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	125,189	0.03%	+68,507	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
36.4	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	43,962	0.01%	+11,880	May 31, 2026	Goldman Sachs ETF Trust, not summed
36.5	Goldman Sachs Large Cap Value Insights Fund Fund S000009326 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	35,945	0.01%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
37	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,384,714	0.87%	-65,134	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	105,271	0.03%	-4,741	Jun 30, 2026	Northern Funds, not summed
37.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	18,114	0.00%	0	Jun 30, 2026	Northern Funds, not summed
37.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	7,584	0.00%	-578	Jul 31, 2026	FlexShares Trust, not summed
37.4	FlexShares ESG & Climate US Large Cap Core Index Fund Fund S000073358 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,190	0.00%	-230	Jul 31, 2026	FlexShares Trust, not summed
37.5	FlexShares STOXX US ESG Select Index Fund Fund S000054498 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,290	0.00%	-353	Jul 31, 2026	FlexShares Trust, not summed
38	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,351,281	0.86%	+146,927	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	488,176	0.13%	+22,110	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
38.2	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	284,769	0.07%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
38.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	280,410	0.07%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
38.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	269,260	0.07%	+19,319	Jul 31, 2026	Dimensional ETF Trust, not summed
38.5	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	208,182	0.05%	+1,062	Jul 31, 2026	Dimensional ETF Trust, not summed
39	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,320,359	0.86%	+1,352,957	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Columbia Select Mid Cap Value Fund Fund S000010792 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	804,981	0.21%	+55,000	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
39.2	Columbia Intrinsic Value Fund Fund S000031354 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	455,017	0.12%	+55,917	May 31, 2026	Columbia Funds Series Trust II, not summed
39.3	Columbia Variable Portfolio - Select Mid Cap Value Fund Fund S000019847 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	79,210	0.02%	+7,000	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
39.4	Variable Portfolio - Partners Core Equity Fund Fund S000019859 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	75,800	0.02%	+7,700	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
39.5	Columbia Variable Portfolio - Contrarian Core Fund Fund S000036673 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	51,644	0.01%	—	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
40	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,282,920	0.85%	+531,095	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	KBI GLOBAL INVESTORS AQUARIUS FUND Fund S000063187 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE III, not summed	18,409	0.00%	+5,882	Jul 31, 2026	ADVISORS' INNER CIRCLE III, not summed
41	Growth-Income Fund Fund S000008795 · Registered fund · Jun 30, 2026 AMERICAN FUNDS INSURANCE SERIES, not summed	2,950,214	0.76%	+140,380	Jun 30, 2026	AMERICAN FUNDS INSURANCE SERIES, not summed
42	New Perspective Fund Fund S000009613 · Registered fund · Jun 30, 2026 New Perspective Fund, not summed	2,589,385	0.67%	-1,080,968	Jun 30, 2026	New Perspective Fund, not summed
43	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,527,664	0.65%	-1,195,708	Jun 30, 2026	carried, not yet filed for the newest quarter
44	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,492,117	0.64%	-3,131	Jun 30, 2026	carried, not yet filed for the newest quarter
45	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,284,585	0.59%	+8,189	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	793,654	0.20%	+8,601	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
45.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	376,213	0.10%	+6,035	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
45.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	214,723	0.06%	+4,054	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
45.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	210,667	0.05%	+2,103	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
45.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	179,601	0.05%	-10,094	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
46	LAZARD ASSET MANAGEMENT LLC 13F CIK 1207017 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,234,165	0.58%	+352,022	Jun 30, 2026	carried, not yet filed for the newest quarter
47	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,221,079	0.57%	+1,569,931	Jun 30, 2026	carried, not yet filed for the newest quarter
48	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,151,323	0.55%	+2,049,464	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,062,968	0.53%	-104,964	Jun 30, 2026	carried, not yet filed for the newest quarter
50	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,032,122	0.52%	-4,164	Jun 30, 2026	carried, not yet filed for the newest quarter

183 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 1,244 holders

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

Key facts CIK 1699150 CUSIP 45687V106 13F (30d) 197 filings 188 filers Visit website Investor relations