LLY · ELI LILLY & Co · Shareholders & Ownership

$1,284.00 +43.66 (+3.52%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$1.17T

941.36M

Volume · Oct 20 2.98M Avg daily vol (3M) 2.47M

Every disclosed holder of LLY 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 LLY

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)	4,667	787,599,781	83.67%	Yes
Insiders (Forms 3, 4, 5)	27	1,316,289	0.14%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	152,440,995	16.19%	Rest
Registered funds (N-PORT, not summed)	1,767	279,743,293	29.72%	No

Shares outstanding: 941,357,065, 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 LLY

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	LILLY ENDOWMENT INC 13F CIK 316011 · Unknown · Sep 30, 2026	90,066,978	9.57%	-310,000	Sep 30, 2026
1.1	LILLY ENDOWMENT INC Insider CIK 316011 · May 6, 2026 10% Owner, issuer-wide, not summed	91,881,150	9.76%	-15,828	May 6, 2026	10% Owner, issuer-wide, not summed
1.2	LILLY ENDOWMENT INC 13G CIK 316011 · Unknown · Sep 30, 2026 Rule 13d-1(d), exempt investor, not summed	90,066,978	9.57%	-310,000	Sep 30, 2026	Rule 13d-1(d), exempt investor, not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	67,540,400	7.17%	+1,159,558	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	10,881,568	1.16%	+690,175	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,049,113	0.32%	-181,343	Jun 30, 2026	iShares Trust, not summed
2.3	iShares S&P 500 Growth ETF Fund S000004311 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,670,008	0.18%	+4,767	Jun 30, 2026	iShares Trust, not summed
2.4	iShares MSCI USA Quality Factor ETF Fund S000041444 · Registered fund · Jul 31, 2026 iShares Trust, not summed	1,483,428	0.16%	-80,579	Jul 31, 2026	iShares Trust, not summed
2.5	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,018,168	0.11%	+22,106	Jun 30, 2026	iShares Trust, not summed
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	53,528,868	5.69%	+167,094	Jun 30, 2026	carried, not yet filed for the newest quarter
4	PNC FINANCIAL SERVICES GROUP, INC. 13F CIK 713676 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	51,322,720	5.45%	-6,188	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	36,215,754	3.85%	+605,752	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) Health Care Select Sector SPDR(R) ETF Fund S000006412 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	5,588,593	0.59%	-177,947	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
5.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,886,619	0.20%	+220,777	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF Fund S000006984 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,180,663	0.13%	+42,493	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	300,292	0.03%	+7,720	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5.5	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	153,216	0.02%	-478	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	28,462,475	3.02%	+2,121,444	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	10,140,616	1.08%	+34,410	May 31, 2026	Fidelity Concord Street Trust, not summed
6.2	Fidelity Contrafund Fund S000006037 · Registered fund · Jun 30, 2026 Fidelity Contrafund, not summed	3,093,205	0.33%	-52,400	Jun 30, 2026	Fidelity Contrafund, not summed
6.3	Fidelity Blue Chip Growth Fund Fund S000007195 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	2,311,528	0.25%	+90,700	Jul 31, 2026	Fidelity Securities Fund, not summed
6.4	Fidelity Growth Company Fund Fund S000007119 · Registered fund · May 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	2,001,540	0.21%	+119,500	May 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
6.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,497,929	0.16%	+13,042	May 31, 2026	Fidelity Concord Street Trust, not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	26,907,512	2.86%	-54,454	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	20,873,140	2.22%	-3,759,507	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	20,859,217	2.22%	-117,810	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	20,499,297	2.18%	+363,244	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	20,310,858	2.16%	+118,994	Jun 30, 2026	carried, not yet filed for the newest quarter
12	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	16,226,398	1.72%	+788,940	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Global Concentrated Portfolio Fund S000053786 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	25,722	0.00%	+461	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
12.2	US Core Portfolio Fund S000053789 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	17,159	0.00%	-318	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
12.3	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	2,364	0.00%	-200	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
12.4	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	1,744	0.00%	+224	Jul 31, 2026	E Trade Trust, not summed
12.5	Global Core Portfolio Fund S000053787 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	1,452	0.00%	+119	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
13	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	15,902,642	1.69%	+280,829	Jun 30, 2026	carried, not yet filed for the newest quarter
14	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,911,839	1.48%	-80,385	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	T. Rowe Price Blue Chip Growth Fund, Inc. Fund S000002069 · Registered fund · Jun 30, 2026 T. ROWE PRICE BLUE CHIP GROWTH FUND, INC., not summed	1,690,977	0.18%	-186,142	Jun 30, 2026	T. ROWE PRICE BLUE CHIP GROWTH FUND, INC., not summed
14.2	T. Rowe Price Health Sciences Fund, Inc. Fund S000002088 · Registered fund · Jun 30, 2026 T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed	1,422,387	0.15%	+221,909	Jun 30, 2026	T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed
14.3	T. Rowe Price Growth Stock Fund, Inc. Fund S000002087 · Registered fund · Jun 30, 2026 T. ROWE PRICE GROWTH STOCK FUND, INC., not summed	1,393,128	0.15%	-24,550	Jun 30, 2026	T. ROWE PRICE GROWTH STOCK FUND, INC., not summed
14.4	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	487,171	0.05%	-7,822	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
14.5	T. Rowe Price Large-Cap Growth Fund Fund S000002095 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	441,050	0.05%	-22,185	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
15	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	12,598,524	1.34%	-1,099,967	Jun 30, 2026	carried, not yet filed for the newest quarter
16	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	11,471,413	1.22%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
17	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	11,274,243	1.20%	+148,411	Jun 30, 2026	carried, not yet filed for the newest quarter
18	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	10,998,953	1.17%	-2,428,108	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	VANGUARD HEALTH CARE FUND Fund S000002922 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	2,861,509	0.30%	-721,324	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
18.2	VANGUARD DIVIDEND GROWTH FUND Fund S000002920 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	1,453,993	0.15%	-78,910	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
18.3	VANGUARD WELLINGTON FUND Fund S000004406 · Registered fund · May 31, 2026 VANGUARD WELLINGTON FUND, not summed	1,380,349	0.15%	-27,828	May 31, 2026	VANGUARD WELLINGTON FUND, not summed
18.4	GROWTH PORTFOLIO Fund S000004401 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	58,101	0.01%	-9,551	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
18.5	VANGUARD ADVICE SELECT DIVIDEND GROWTH FUND Fund S000074281 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	47,968	0.01%	-3,730	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
19	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 13F CIK 315032 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	10,759,188	1.14%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	9,509,332	1.01%	-861,365	May 31, 2026	Growth Fund of America, not summed
21	PRIMECAP MANAGEMENT CO/CA/ 13F CIK 763212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,172,904	0.97%	-50,528	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	VANGUARD PRIMECAP FUND Fund S000002568 · Registered fund · Jun 30, 2026 VANGUARD CHESTER FUNDS, not summed	5,414,035	0.58%	-29,393	Jun 30, 2026	VANGUARD CHESTER FUNDS, not summed
21.2	VANGUARD CAPITAL OPPORTUNITY FUND Fund S000002594 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	1,745,183	0.19%	-6,920	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
21.3	VANGUARD PRIMECAP CORE FUND Fund S000002581 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	797,532	0.08%	-570	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
21.4	PRIMECAP Odyssey Growth Fund Fund S000005540 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	241,598	0.03%	0	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
21.5	PRIMECAP Odyssey Aggressive Growth Fund Fund S000005541 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	225,634	0.02%	-700	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
22	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,873,900	0.94%	-97,340	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	8,796,866	0.93%	-30,698	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	235,395	0.03%	+3,274	Jun 30, 2026	Northern Funds, not summed
23.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	37,427	0.00%	+309	Jun 30, 2026	Northern Funds, not summed
23.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	18,012	0.00%	+610	Jul 31, 2026	FlexShares Trust, not summed
23.4	FlexShares Quality Dividend Index Fund Fund S000038873 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	13,678	0.00%	-1,972	Jul 31, 2026	FlexShares Trust, not summed
23.5	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	9,856	0.00%	+3,136	Jul 31, 2026	FlexShares Trust, not summed
24	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,652,960	0.81%	+1,312,095	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	164,412	0.02%	-5,695	May 31, 2026	Goldman Sachs ETF Trust, not summed
24.2	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	58,058	0.01%	+11,473	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
24.3	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	48,961	0.01%	-694	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
24.4	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	41,849	0.00%	-1,649	May 31, 2026	Goldman Sachs ETF Trust, not summed
24.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	40,301	0.00%	+15,622	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
25	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	7,209,385	0.77%	+137,364	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	UBS US Quality Growth At Reasonable Price Fund Fund S000068970 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	14,078	0.00%	+381	Jun 30, 2026	UBS FUNDS, not summed
25.2	PACE Large Co Growth Equity Investments Fund S000002972 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	13,773	0.00%	-6,000	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
25.3	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	1,753	0.00%	-73	May 31, 2026	UBS INVESTMENT TRUST, not summed
25.4	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	670	0.00%	-4	Jun 30, 2026	UBS FUNDS, not summed
25.5	UBS Engage For Impact Fund Fund S000063381 · Registered fund · Mar 31, 2026 UBS FUNDS, not summed	592	0.00%	—	Mar 31, 2026	UBS FUNDS, not summed
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,001,955	0.64%	+104,505	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	1,766,897	0.19%	+8,967	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,688,536	0.18%	+165,936	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	841,444	0.09%	+23,200	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	479,978	0.05%	+12,162	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	469,260	0.05%	+7,753	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,734,768	0.61%	-381,924	Jun 30, 2026	carried, not yet filed for the newest quarter
28	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,461,416	0.58%	+400,538	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,145,229	0.55%	-234,135	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,063,516	0.54%	+224,530	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,061,510	0.54%	-276,162	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	College Retirement Equities Fund - Growth Account Fund S000005082 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	1,162,180	0.12%	-43,388	Jun 30, 2026	College Retirement Equities Fund, not summed
31.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	992,925	0.11%	-84,194	Jun 30, 2026	College Retirement Equities Fund, not summed
31.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	663,398	0.07%	-8,373	Jul 31, 2026	TIAA-CREF Funds, not summed
31.4	Nuveen Large Cap Growth Index Fund Fund S000005387 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	448,346	0.05%	-35,029	Jul 31, 2026	TIAA-CREF Funds, not summed
31.5	College Retirement Equities Fund - Global Equities Account Fund S000005081 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	366,859	0.04%	-23,721	Jun 30, 2026	College Retirement Equities Fund, not summed
32	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,808,143	0.51%	-246,882	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,783,459	0.51%	-76,949	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	71,304	0.01%	-473	Jul 31, 2026	BNY Mellon ETF Trust, not summed
33.2	BNY Mellon Concentrated Growth ETF Fund S000087737 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust II, not summed	4,808	0.00%	0	Jul 31, 2026	BNY Mellon ETF Trust II, not summed
34	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,646,119	0.49%	+240,275	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,592,311	0.49%	-27,178	Jun 30, 2026	carried, not yet filed for the newest quarter
36	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,590,218	0.49%	+118,440	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Franklin Rising Dividends Fund Fund S000006858 · Registered fund · Jun 30, 2026 Franklin Managed Trust, not summed	949,000	0.10%	+119,000	Jun 30, 2026	Franklin Managed Trust, not summed
36.2	Putnam Large Cap Growth Fund Fund S000003848 · Registered fund · Jul 31, 2026 Putnam Investment Funds, not summed	463,826	0.05%	+17,074	Jul 31, 2026	Putnam Investment Funds, not summed
36.3	Franklin Dynatech Fund Fund S000006754 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	300,000	0.03%	0	Jun 30, 2026	Franklin Custodian Funds, not summed
36.4	Franklin Growth Fund Fund S000006755 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	292,331	0.03%	0	Jun 30, 2026	Franklin Custodian Funds, not summed
36.5	Putnam Global Health Care Fund Fund S000005666 · Registered fund · May 31, 2026 Putnam Global Health Care Fund, not summed	174,220	0.02%	+2,880	May 31, 2026	Putnam Global Health Care Fund, not summed
37	Investment Co of America Fund S000009597 · Registered fund · Jun 30, 2026 Investment Co of America, not summed	4,515,213	0.48%	-1,544,320	Jun 30, 2026	Investment Co of America, not summed
38	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	4,475,796	0.48%	+27,052	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
39	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,358,401	0.46%	+95,870	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	4,294,405	0.46%	-173,563	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
41	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,261,385	0.45%	-166,379	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	AB LARGE CAP GROWTH FUND INC Fund S000010251 · Registered fund · Jun 30, 2026 AB LARGE CAP GROWTH FUND INC, not summed	642,567	0.07%	-16,850	Jun 30, 2026	AB LARGE CAP GROWTH FUND INC, not summed
41.2	AB Growth Fund Fund S000010509 · Registered fund · Jun 30, 2026 AB PORTFOLIOS, not summed	42,799	0.00%	0	Jun 30, 2026	AB PORTFOLIOS, not summed
41.3	AB Large Cap Growth Portfolio Fund S000010432 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	28,615	0.00%	-560	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
41.4	AB Disruptors ETF Fund S000079470 · Registered fund · May 31, 2026 AB Active ETFs, Inc., not summed	26,391	0.00%	+8,333	May 31, 2026	AB Active ETFs, Inc., not summed
41.5	AB Concentrated Growth Fund Fund S000043215 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	16,422	0.00%	—	Jun 30, 2026	AB CAP FUND, INC., not summed
42	AMCAP Fund Fund S000008817 · Registered fund · May 31, 2026 AMCAP Fund, not summed	4,040,826	0.43%	-148,701	May 31, 2026	AMCAP Fund, not summed
43	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,003,417	0.43%	+107,492	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Dimensional US High Profitability ETF Fund S000075148 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	540,612	0.06%	+29,180	Jul 31, 2026	Dimensional ETF Trust, not summed
43.2	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	440,801	0.05%	-2,840	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
43.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	436,319	0.05%	+23,769	Jul 31, 2026	Dimensional ETF Trust, not summed
43.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	364,915	0.04%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
43.5	U.S. High Relative Profitability Portfolio Fund S000057237 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	274,383	0.03%	-6,058	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
44	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,891,118	0.41%	-456,276	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Janus Henderson VIT Balanced Portfolio Fund S000010394 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	114,120	0.01%	-18,228	Jun 30, 2026	Janus Aspen Series, not summed
44.2	Janus Henderson VIT Forty Portfolio Fund S000010406 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	28,588	0.00%	-4,588	Jun 30, 2026	Janus Aspen Series, not summed
44.3	Janus Henderson VIT Research Portfolio Fund S000010395 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	20,062	0.00%	-820	Jun 30, 2026	Janus Aspen Series, not summed
44.4	Janus Henderson VIT Global Research Portfolio Fund S000010402 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	10,855	0.00%	-70	Jun 30, 2026	Janus Aspen Series, not summed
44.5	Janus Henderson Adaptive Risk Managed U.S. Equity Fund Fund S000025898 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	7,594	0.00%	+595	Jun 30, 2026	Janus Investment Fund, not summed
45	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,865,931	0.41%	-177,637	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,694,152	0.39%	+239,567	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Invesco American Franchise Fund Fund S000027822 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	421,790	0.04%	+114,356	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
46.2	Invesco Global Fund Fund S000064624 · Registered fund · Jul 31, 2026 AIM International Mutual Funds (Invesco International Mutual Funds), not summed	270,740	0.03%	0	Jul 31, 2026	AIM International Mutual Funds (Invesco International Mutual Funds), not summed
46.3	Invesco Main Street Fund Fund S000064632 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	211,943	0.02%	-1,521	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
46.4	Invesco S&P 500 Top 50 ETF Fund S000060793 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	207,203	0.02%	-21,639	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
46.5	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	164,512	0.02%	-4,239	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
47	American Balanced Fund Fund S000008801 · Registered fund · Jun 30, 2026 American Balanced Fund, not summed	3,521,133	0.37%	-290,473	Jun 30, 2026	American Balanced Fund, not summed
48	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	3,453,753	0.37%	-284,049	Jul 31, 2026	Washington Mutual Investors Fund, not summed
49	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	3,379,627	0.36%	-168,145	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	54,771	0.01%	+7,837	May 29, 2026	DBX ETF Trust, not summed
49.2	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	48,427	0.01%	-10,403	May 29, 2026	DBX ETF Trust, not summed
49.3	DWS Capital Growth Fund Fund S000005705 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	40,853	0.00%	-559	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
49.4	DWS Health and Wellness Fund Fund S000006103 · Registered fund · May 31, 2026 DEUTSCHE DWS SECURITIES TRUST, not summed	29,054	0.00%	-2,500	May 31, 2026	DEUTSCHE DWS SECURITIES TRUST, not summed
49.5	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	24,561	0.00%	-968	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
50	American Mutual Fund Fund S000008999 · Registered fund · Jul 31, 2026 American Mutual Fund, not summed	3,273,751	0.35%	-349,302	Jul 31, 2026	American Mutual Fund, not summed

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Key facts CIK 59478 CUSIP 532457108 13F (30d) 1007 filings 975 filers Visit website Investor relations