L · Loews Corp · Shareholders & Ownership

$112.01 -1.67 (-1.47%) At close · Oct 23

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$22.90B

204.43M

Volume · Oct 23 511.66K Avg daily vol (3M) 821.23K

Every disclosed holder of L 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 L

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	803	123,666,664	60.49%	Yes
Insiders (Forms 3, 4, 5)	20	38,736,520	18.95%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	42,024,536	20.56%	Rest
Registered funds (N-PORT, not summed)	574	53,728,863	26.28%	No

Shares outstanding: 204,427,720, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of L

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	TISCH JAMES S Insider CIK 1010178 · Sep 30, 2026 Director, issuer-wide	16,887,987	8.26%	+237	Sep 30, 2026	Director, issuer-wide
1.1	James S. Tisch 13D CIK 1010178 · Unknown · Aug 5, 2026 Item 4 purpose: not restated by this amendment, the earlier 13D's purpose stands not summed	17,267,750	8.45%	—	Aug 5, 2026	not summed
2	Andrew H. Tisch 13D CIK 1009879 · Unknown · Aug 6, 2026 Item 4 purpose: not restated by this amendment, the earlier 13D's purpose stands not summed	15,024,959	7.35%	—	Aug 6, 2026	not summed
2.1	TISCH ANDREW H Insider CIK 1009879 · Aug 6, 2026 Insider, issuer-wide	14,184,959	6.94%	+924,000	Aug 6, 2026	Insider, issuer-wide
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	14,321,779	7.01%	+314,586	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,320,841	1.14%	+147,166	Jun 30, 2026	iShares Trust, not summed
3.2	iShares MSCI USA Min Vol Factor ETF Fund S000031838 · Registered fund · Jul 31, 2026 iShares Trust, not summed	759,218	0.37%	-4,852	Jul 31, 2026	iShares Trust, not summed
3.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	688,794	0.34%	+43,406	Jun 30, 2026	iShares Trust, not summed
3.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	374,158	0.18%	-11,680	Jun 30, 2026	iShares Trust, not summed
3.5	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	278,611	0.14%	-13,926	Jun 30, 2026	iShares Trust, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,901,057	5.33%	+51,488	Jun 30, 2026	carried, not yet filed for the newest quarter
5	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	8,149,382	3.99%	-774,051	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	7,957,197	3.89%	+98,452	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	State Street(R) Financial Select Sector SPDR(R) ETF Fund S000006411 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,141,260	0.56%	-3,321	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
6.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	403,164	0.20%	+47,583	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	205,275	0.10%	+6,816	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	State Street(R) SPDR(R) S&P(R) Insurance ETF Fund S000006979 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	75,802	0.04%	+4,524	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	66,219	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT 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	7,068,628	3.46%	+9,310	Jun 30, 2026	carried, not yet filed for the newest quarter
8	TISCH JONATHAN M Insider CIK 1009306 · Mar 4, 2026 Insider, issuer-wide	6,708,932	3.28%	-100,000	Mar 4, 2026	Insider, issuer-wide
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,325,820	2.61%	-75	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,223,912	2.56%	-129	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,508,922	2.21%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,372,942	2.14%	+78,988	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,127,358	2.02%	+433,178	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,724,344	0.84%	+173,366	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
13.2	Invesco S&P 500 Low Volatility ETF Fund S000030967 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	860,567	0.42%	+61,503	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
13.3	Invesco S&P 500 GARP ETF Fund S000032768 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	250,058	0.12%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
13.4	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	196,202	0.10%	+43,951	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
13.5	Invesco S&P 500 Momentum ETF Fund S000050154 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	136,501	0.07%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
14	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,923,166	1.92%	-152,712	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	T. Rowe Price Equity Income Fund Fund S000002076 · Registered fund · Jun 30, 2026 T. ROWE PRICE EQUITY INCOME FUND, INC., not summed	1,891,000	0.93%	-63,000	Jun 30, 2026	T. ROWE PRICE EQUITY INCOME FUND, INC., not summed
14.2	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	104,883	0.05%	-2,067	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
14.3	T. Rowe Price Equity Income Portfolio Fund S000002077 · Registered fund · Jun 30, 2026 T. ROWE PRICE EQUITY SERIES, INC., not summed	98,745	0.05%	-2,000	Jun 30, 2026	T. ROWE PRICE EQUITY SERIES, INC., not summed
14.4	T. Rowe Price Equity Income ETF Fund S000067976 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	45,033	0.02%	+324	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
15	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,616,435	1.77%	+38,688	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,567,386	1.75%	+7,562	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,778,608	1.36%	+11,696	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Allspring Special Mid Cap Value Fund Fund S000007349 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	2,222,850	1.09%	+35,900	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
17.2	Allspring Index Fund Fund S000007249 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	3,949	0.00%	-88	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
17.3	Allspring Index Asset Allocation Fund Fund S000007370 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	1,942	0.00%	-134	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
17.4	Allspring VT Index Asset Allocation Fund Fund S000007215 · Registered fund · Jun 30, 2026 Allspring VARIABLE TRUST, not summed	107	0.00%	-8	Jun 30, 2026	Allspring VARIABLE TRUST, not summed
18	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,685,387	1.31%	-923,418	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	325,245	0.16%	-21,158	May 31, 2026	Goldman Sachs ETF Trust, not summed
18.2	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	32,944	0.02%	+3,844	May 31, 2026	Goldman Sachs ETF Trust, not summed
18.3	Goldman Sachs ActiveBeta World Equity ETF Fund S000075069 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	9,743	0.00%	+176	May 31, 2026	Goldman Sachs ETF Trust, not summed
18.4	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	8,671	0.00%	+1,315	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
18.5	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	8,611	0.00%	-266	May 31, 2026	Goldman Sachs ETF Trust, not summed
19	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,418,752	1.18%	+279,898	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	564	0.00%	-2	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	444	0.00%	+193	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	296	0.00%	+138	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	75	0.00%	-2	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
20	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,299,939	1.13%	+29,447	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	300,622	0.15%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
20.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	295,113	0.14%	+10,531	Jul 31, 2026	Dimensional ETF Trust, not summed
20.3	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	239,787	0.12%	0	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
20.4	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	227,665	0.11%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
20.5	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	111,318	0.05%	+652	Jul 31, 2026	Dimensional ETF Trust, not summed
21	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,814,214	0.89%	-79,445	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	52,536	0.03%	0	Jun 30, 2026	Northern Funds, not summed
21.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	5,056	0.00%	-334	Jul 31, 2026	FlexShares Trust, not summed
21.3	Large Cap Value Fund Fund S000001271 · Registered fund · Jun 30, 2026 Northern Funds, not summed	2,110	0.00%	-37	Jun 30, 2026	Northern Funds, not summed
22	59 North Capital Management, LP 13F CIK 1805589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,644,711	0.80%	+1,188,111	Jun 30, 2026	carried, not yet filed for the newest quarter
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,621,124	0.79%	+16,437	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	456,886	0.22%	-839	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.2	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	380,120	0.19%	+6,663	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	178,324	0.09%	+4,191	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	101,934	0.05%	+2,449	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	99,670	0.05%	+737	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,565,453	0.77%	+40,473	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	JPMorgan Mid Cap Value Fund Fund S000004475 · Registered fund · Jun 30, 2026 J.P. Morgan Fleming Mutual Fund Group, Inc., not summed	1,389,268	0.68%	-232,736	Jun 30, 2026	J.P. Morgan Fleming Mutual Fund Group, Inc., not summed
26	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,238,828	0.61%	-74,012	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,211,422	0.59%	-29,392	Jun 30, 2026	carried, not yet filed for the newest quarter
28	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	1,204,563	0.59%	-45,128	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	88	0.00%	-43	May 31, 2026	UBS INVESTMENT TRUST, not summed
28.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	49	0.00%	0	Jun 30, 2026	UBS FUNDS, not summed
29	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,093,446	0.53%	-194,817	Jun 30, 2026	carried, not yet filed for the newest quarter
30	VANGUARD MID-CAP VALUE INDEX FUND Fund S000012757 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,057,298	0.52%	-14,276	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
31	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	949,222	0.46%	-23,743	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	14,593	0.01%	+16	Jul 31, 2026	BNY Mellon ETF Trust, not summed
32	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	943,693	0.46%	-4,119	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	916,522	0.45%	-35,736	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
34	JPMorgan Value Advantage Fund Fund S000002796 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	884,396	0.43%	-24,277	Jun 30, 2026	JPMorgan Trust I, not summed
35	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	752,222	0.37%	+84,243	Jun 30, 2026	carried, not yet filed for the newest quarter
36	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	702,763	0.34%	+63,742	Jun 30, 2026	carried, not yet filed for the newest quarter
37	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	697,975	0.34%	+592,490	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Swedbank AB 13F CIK 946431 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	684,763	0.34%	+231,866	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Tisch Benjamin J Insider CIK 1738903 · May 7, 2026 Director, PRES. & CHIEF EXEC. OFFICER, issuer-wide	667,104	0.33%	-42,242	May 7, 2026	Director, PRES. & CHIEF EXEC. OFFICER, issuer-wide
40	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	647,899	0.32%	+99,555	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	2,162,235	1.06%	+5,635	May 31, 2026	Fidelity Concord Street Trust, not summed
40.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	633,490	0.31%	+9,357	Jul 31, 2026	Fidelity Salem Street Trust, not summed
40.3	Fidelity SAI Small-Mid Cap Momentum Index Fund Fund S000050321 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	427,653	0.21%	-3,681	Jul 31, 2026	Fidelity Salem Street Trust, not summed
40.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	319,099	0.16%	+3,297	May 31, 2026	Fidelity Concord Street Trust, not summed
40.5	Fidelity SAI U.S. Low Volatility Index Fund Fund S000049309 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	284,339	0.14%	+8,988	Jul 31, 2026	Fidelity Salem Street Trust, not summed
41	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	630,332	0.31%	+44,772	Jun 30, 2026	carried, not yet filed for the newest quarter
42	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	614,160	0.30%	-96,119	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	5,358	0.00%	-47	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
42.2	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	4,018	0.00%	+124	Aug 31, 2026	DBX ETF Trust, not summed
42.3	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	2,334	0.00%	0	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
42.4	Xtrackers MSCI Kokusai Equity ETF Fund S000067508 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	1,646	0.00%	+205	Aug 31, 2026	DBX ETF Trust, not summed
42.5	DWS Equity Sector Strategy Fund Fund S000006099 · Registered fund · May 31, 2026 DEUTSCHE DWS ASSET ALLOCATION TRUST, not summed	460	0.00%	0	May 31, 2026	DEUTSCHE DWS ASSET ALLOCATION TRUST, not summed
43	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	580,875	0.28%	-62,656	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	51,257	0.03%	-1	Jun 30, 2026	AQR Funds, not summed
43.2	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	8,217	0.00%	0	Jun 30, 2026	AQR Funds, not summed
43.3	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	1,802	0.00%	—	Jun 30, 2026	AQR Funds, not summed
43.4	AQR Trend Total Return Fund Fund S000074759 · Registered fund · Jun 30, 2026 AQR Funds, not summed	421	0.00%	+96	Jun 30, 2026	AQR Funds, not summed
43.5	AQR CVX Fusion Fund Fund S000093172 · Registered fund · Jun 30, 2026 AQR Funds, not summed	162	0.00%	+90	Jun 30, 2026	AQR Funds, not summed
44	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	570,786	0.28%	+72,743	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Bridge Builder Large Cap Value Fund Fund S000048335 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	563,105	0.28%	-7,330	Jun 30, 2026	Bridge Builder Trust, not summed
46	Davis Selected Advisers 13F CIK 1036325 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	545,211	0.27%	-68,886	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Davis Financial Fund Fund S000003445 · Registered fund · Jun 30, 2026 DAVIS SERIES INC, not summed	301,633	0.15%	-5,767	Jun 30, 2026	DAVIS SERIES INC, not summed
46.2	Davis Select Financial ETF Fund S000055343 · Registered fund · Jul 31, 2026 Davis Fundamental ETF Trust, not summed	127,223	0.06%	-7,458	Jul 31, 2026	Davis Fundamental ETF Trust, not summed
46.3	Davis Financial Portfolio Fund S000003452 · Registered fund · Jun 30, 2026 DAVIS VARIABLE ACCOUNT FUND INC, not summed	15,670	0.01%	0	Jun 30, 2026	DAVIS VARIABLE ACCOUNT FUND INC, not summed
47	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	538,143	0.26%	+152,677	Jun 30, 2026	carried, not yet filed for the newest quarter
48	JPMorgan Equity Focus ETF Fund S000079812 · Registered fund · Jun 30, 2026 J.P. Morgan Exchange-Traded Fund Trust, not summed	537,497	0.26%	-21,187	Jun 30, 2026	J.P. Morgan Exchange-Traded Fund Trust, not summed
49	JPMorgan Mid Cap Equity Fund Fund S000002793 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	537,449	0.26%	-59,322	Jun 30, 2026	JPMorgan Trust I, not summed
50	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	503,021	0.25%	+173,726	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 60086 CUSIP 540424108 13F (30d) 178 filings 164 filers Visit website Investor relations