MCD · Mcdonalds Corp · Shareholders & Ownership
Every disclosed holder of MCD 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.
Who Owns MCD
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 527,372,614 | 74.53% |
| Insiders (Forms 3, 4, 5) | 191,534 | 0.03% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 180,077,383 | 25.45% |
| Registered funds (N-PORT, not summed) | 192,347,518 | 27.18% |
Shares outstanding: 707,641,531, 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 MCD
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
55,436,039 | ||
| 1.1 |
iShares Core S&P 500 ETF
Fund
S000004310 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
9,773,253 | ||
| 1.2 |
iShares Core Dividend Growth ETF
Fund
S000045648 · Registered fund · Jul 31, 2026
iShares Trust, not summed
|
1,751,437 | ||
| 1.3 |
iShares Russell 1000 Value ETF
Fund
S000004345 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,586,143 | ||
| 1.4 |
iShares Core High Dividend ETF
Fund
S000031844 · Registered fund · Jul 31, 2026
iShares Trust, not summed
|
1,271,185 | ||
| 1.5 |
iShares MSCI USA Min Vol Factor ETF
Fund
S000031838 · Registered fund · Jul 31, 2026
iShares Trust, not summed
|
963,519 | ||
| 2 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
46,396,692 | ||
| 3 |
|
36,080,505 | ||
| 3.1 |
STATE STREET CORP
13G
CIK 93751 · Bank · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
36,120,258 | ||
| 3.2 |
State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF
Fund
S000006408 · Registered fund · Jun 30, 2026
SELECT SECTOR SPDR TRUST, not summed
|
3,471,957 | ||
| 3.3 |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
Fund
S000006983 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
1,694,146 | ||
| 3.4 |
State Street(R) SPDR(R) S&P(R) Dividend ETF
Fund
S000006981 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
705,257 | ||
| 3.5 |
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF
Fund
S000006985 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
484,043 | ||
| 4 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
31,923,726 | ||
| 4.1 |
JPMORGAN CHASE & CO
13G
CIK 19617 · Bank · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
30,960,253 | ||
| 5 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
22,554,964 | ||
| 6 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
18,781,589 | ||
| 7 |
VANGUARD 500 INDEX FUND
Fund
S000002839 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
18,410,294 | ||
| 8 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
18,114,553 | ||
| 9 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
15,027,364 | ||
| 9.1 |
Global Strategist Portfolio
Fund
S000004124 · Registered fund · Jun 30, 2026
MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
|
2,287 | ||
| 9.2 |
E*TRADE No Fee Large Cap Index Fund
Fund
S000090720 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
1,466 | ||
| 9.3 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
1,084 | ||
| 9.4 |
Global Strategist Portfolio
Fund
S000004181 · Registered fund · Jun 30, 2026
MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
|
302 | ||
| 9.5 |
Permanence Portfolio
Fund
S000068163 · Registered fund · Jun 30, 2026
MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
|
11 | ||
| 10 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,997,796 | ||
| 11 |
NORGES BANK
13F
CIK 1374170 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
9,878,380 | ||
| 12 |
PRICE T ROWE ASSOCIATES INC /MD/
13F
CIK 80255 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
9,024,883 | ||
| 12.1 |
T. Rowe Price Value Fund, Inc.
Fund
S000002125 · Registered fund · Jun 30, 2026
T. ROWE PRICE VALUE FUND, INC., not summed
|
1,474,405 | ||
| 12.2 |
T. Rowe Price Dividend Growth Fund, Inc.
Fund
S000002075 · Registered fund · Jun 30, 2026
T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed
|
836,237 | ||
| 12.3 |
T. Rowe Price All-Cap Opportunities Fund
Fund
S000002104 · Registered fund · Jun 30, 2026
T. Rowe Price All-Cap Opportunities Fund, Inc., not summed
|
718,447 | ||
| 12.4 |
T. Rowe Price Equity Index 500 Fund
Fund
S000002089 · Registered fund · Jun 30, 2026
T. ROWE PRICE INDEX TRUST, INC., not summed
|
436,647 | ||
| 12.5 |
T. Rowe Price U.S. Equity Research Fund
Fund
S000002071 · Registered fund · Jun 30, 2026
T. Rowe Price U.S. Equity Research Fund, Inc., not summed
|
234,734 | ||
| 13 |
Capital Research Global Investors
13F
CIK 1422848 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
8,961,454 | ||
| 14 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
8,050,084 | ||
| 15 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
7,920,784 | ||
| 15.1 |
Stock Index Fund
Fund
S000001247 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
211,264 | ||
| 15.2 |
World Selection Index Fund
Fund
S000019579 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
33,132 | ||
| 15.3 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
19,434 | ||
| 15.4 |
FlexShares US Quality Low Volatility Index Fund
Fund
S000065837 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
8,148 | ||
| 15.5 |
FlexShares STOXX US ESG Select Index Fund
Fund
S000054498 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
1,290 | ||
| 16 |
VANGUARD GROWTH INDEX FUND
Fund
S000002842 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
7,623,203 | ||
| 17 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,617,829 | ||
| 18 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,201,372 | ||
| 18.1 |
Schwab S&P 500 Index Fund
Fund
S000005911 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
1,587,098 | ||
| 18.2 |
Schwab U.S. Large-Cap ETF
Fund
S000026632 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
757,675 | ||
| 18.3 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
430,538 | ||
| 18.4 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
421,768 | ||
| 18.5 |
Schwab U.S. Large-Cap Value ETF
Fund
S000026634 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
358,729 | ||
| 19 |
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
|
5,839,330 | ||
| 19.1 |
UBS US Dividend Ruler Fund
Fund
S000068969 · Registered fund · Jun 30, 2026
UBS FUNDS, not summed
|
26,141 | ||
| 19.2 |
PACE Large Co Growth Equity Investments
Fund
S000002972 · Registered fund · Jul 31, 2026
PACE SELECT ADVISORS TRUST, not summed
|
10,328 | ||
| 19.3 |
UBS U.S. Allocation Fund
Fund
S000002487 · Registered fund · May 31, 2026
UBS INVESTMENT TRUST, not summed
|
550 | ||
| 19.4 |
UBS GLOBAL ALLOCATION FUND
Fund
S000002979 · Registered fund · Jun 30, 2026
UBS FUNDS, not summed
|
223 | ||
| 19.5 |
PACE Alternative Strategies Investments
Fund
S000006035 · Registered fund · Jul 31, 2026
PACE SELECT ADVISORS TRUST, not summed
|
36 | ||
| 20 |
|
5,825,310 | ||
| 21 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,028,581 | ||
| 21.1 |
BNY Mellon US Large Cap Core Equity ETF
Fund
S000067260 · Registered fund · Jul 31, 2026
BNY Mellon ETF Trust, not summed
|
60,211 | ||
| 22 |
FRANKLIN RESOURCES INC
13F
CIK 38777 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,936,117 | ||
| 22.1 |
Franklin Rising Dividends Fund
Fund
S000006858 · Registered fund · Jun 30, 2026
Franklin Managed Trust, not summed
|
1,650,000 | ||
| 22.2 |
Franklin Income Fund
Fund
S000006756 · Registered fund · Jun 30, 2026
Franklin Custodian Funds, not summed
|
999,700 | ||
| 22.3 |
Putnam Core Equity Fund
Fund
S000029796 · Registered fund · Jul 31, 2026
Putnam Funds Trust, not summed
|
157,754 | ||
| 22.4 |
Franklin Equity Income Fund
Fund
S000006852 · Registered fund · Jul 31, 2026
Franklin Investors Securities Trust, not summed
|
100,000 | ||
| 22.5 |
Franklin Rising Dividends VIP Fund
Fund
S000007313 · Registered fund · Jun 30, 2026
Franklin Templeton Variable Insurance Products Trust, not summed
|
98,374 | ||
| 23 |
Legal & General Group Plc
13F
CIK 764068 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,402,074 | ||
| 24 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,327,412 | ||
| 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
|
93,560 | ||
| 24.2 |
Goldman Sachs U.S. Equity Dividend and Premium Fund
Fund
S000009324 · Registered fund · Jun 30, 2026
GOLDMAN SACHS TRUST, not summed
|
81,400 | ||
| 24.3 |
Goldman Sachs S&P 500 Premium Income ETF
Fund
S000081511 · Registered fund · Jun 30, 2026
Goldman Sachs ETF Trust, not summed
|
51,895 | ||
| 24.4 |
Goldman Sachs MarketBeta U.S. Equity ETF
Fund
S000066535 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
35,205 | ||
| 24.5 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Aug 31, 2026
GOLDMAN SACHS TRUST, not summed
|
24,081 | ||
| 25 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
CIK 1164508 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,265,113 | ||
| 26 |
Gallagher Fiduciary Advisors, LLC
13F
CIK 1527781 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,252,478 | ||
| 27 |
AMERIPRISE FINANCIAL INC
13F
CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,241,907 | ||
| 27.1 |
Columbia Dividend Income Fund
Fund
S000012079 · Registered fund · May 31, 2026
COLUMBIA FUNDS SERIES TRUST I, not summed
|
2,274,339 | ||
| 27.2 |
Multi-Manager Value Strategies Fund
Fund
S000036208 · Registered fund · May 31, 2026
Columbia Funds Series Trust II, not summed
|
84,224 | ||
| 27.3 |
Variable Portfolio - Partners Core Equity Fund
Fund
S000019859 · Registered fund · Jun 30, 2026
Columbia Funds Variable Series Trust II, not summed
|
56,084 | ||
| 27.4 |
Columbia Large Cap Index Fund
Fund
S000010825 · Registered fund · May 31, 2026
COLUMBIA FUNDS SERIES TRUST, not summed
|
33,387 | ||
| 27.5 |
Columbia Variable Portfolio - Large Cap Index Fund
Fund
S000019848 · Registered fund · Jun 30, 2026
Columbia Funds Variable Series Trust II, not summed
|
28,650 | ||
| 28 |
American Mutual Fund
Fund
S000008999 · Registered fund · Jul 31, 2026
American Mutual Fund, not summed
|
4,137,990 | ||
| 29 |
VANGUARD DIVIDEND APPRECIATION INDEX FUND
Fund
S000011322 · Registered fund · Jul 31, 2026
VANGUARD SPECIALIZED FUNDS, not summed
|
4,020,007 | ||
| 30 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,989,106 | ||
| 31 |
VANGUARD INSTITUTIONAL INDEX FUND
Fund
S000002853 · Registered fund · Jun 30, 2026
VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
|
3,857,200 | ||
| 32 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,823,762 | ||
| 32.1 |
Invesco S&P 500 Equal Weight ETF
Fund
S000060812 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
659,747 | ||
| 32.2 |
Invesco Diversified Dividend Fund
Fund
S000000281 · Registered fund · Jul 31, 2026
AIM Equity Funds (Invesco Equity Funds), not summed
|
617,053 | ||
| 32.3 |
Invesco S&P 500 Low Volatility ETF
Fund
S000030967 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
288,099 | ||
| 32.4 |
Invesco Dividend Income Fund
Fund
S000000161 · Registered fund · Jul 31, 2026
AIM Sector Funds (Invesco Sector Funds), not summed
|
212,769 | ||
| 32.5 |
Invesco S&P 500 Top 50 ETF
Fund
S000060793 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
186,155 | ||
| 33 |
Amundi
13F
CIK 1330387 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,520,334 | ||
| 34 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,192,355 | ||
| 34.1 |
Fidelity 500 Index Fund
Fund
S000006027 · Registered fund · Aug 31, 2026
Fidelity Concord Street Trust, not summed
|
9,223,007 | ||
| 34.2 |
Fidelity Total Market Index Fund
Fund
S000006026 · Registered fund · Aug 31, 2026
Fidelity Concord Street Trust, not summed
|
1,356,370 | ||
| 34.3 |
Fidelity SAI U.S. Low Volatility Index Fund
Fund
S000049309 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
|
1,198,442 | ||
| 34.4 |
Fidelity Series Total Market Index Fund
Fund
S000065248 · Registered fund · Aug 31, 2026
Fidelity Concord Street Trust, not summed
|
1,107,387 | ||
| 34.5 |
Strategic Advisers U.S. Total Stock Fund
Fund
S000084926 · Registered fund · Aug 31, 2026
Fidelity Rutland Square Trust II, not summed
|
1,044,240 | ||
| 35 |
Capital Income Builder
Fund
S000009000 · Registered fund · Jul 31, 2026
Capital Income Builder, not summed
|
3,122,353 | ||
| 36 |
WELLINGTON MANAGEMENT GROUP LLP
13F
CIK 902219 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,075,944 | ||
| 36.1 |
VANGUARD DIVIDEND GROWTH FUND
Fund
S000002920 · Registered fund · Jul 31, 2026
VANGUARD SPECIALIZED FUNDS, not summed
|
1,581,346 | ||
| 36.2 |
VANGUARD ADVICE SELECT DIVIDEND GROWTH FUND
Fund
S000074281 · Registered fund · Jul 31, 2026
VANGUARD WHITEHALL FUNDS, not summed
|
59,110 | ||
| 37 |
|
2,941,956 | ||
| 37.1 |
Nuveen Equity Index Fund
Fund
S000005360 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
589,981 | ||
| 37.2 |
College Retirement Equities Fund - Total Global Stock Account
Fund
S000005080 · Registered fund · Jun 30, 2026
College Retirement Equities Fund, not summed
|
367,739 | ||
| 37.3 |
College Retirement Equities Fund - S&P 500 Index Account
Fund
S000005083 · Registered fund · Jun 30, 2026
College Retirement Equities Fund, not summed
|
308,056 | ||
| 37.4 |
College Retirement Equities Fund - Responsible Balanced Account
Fund
S000005086 · Registered fund · Jun 30, 2026
College Retirement Equities Fund, not summed
|
275,054 | ||
| 37.5 |
Nuveen Large Cap Value Index Fund
Fund
S000005388 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
259,361 | ||
| 38 |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
Fund
S000014011 · Registered fund · Jul 31, 2026
VANGUARD WHITEHALL FUNDS, not summed
|
2,859,665 | ||
| 39 |
VIKING GLOBAL INVESTORS LP
13F
CIK 1103804 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,829,158 | ||
| 40 |
Fayez Sarofim & Co
13F
CIK 937729 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,760,907 | ||
| 40.1 |
Sarofim Equity Fund
Fund
S000041278 · Registered fund · Jun 30, 2026
ADVISORS' INNER CIRCLE FUND, not summed
|
3,973 | ||
| 41 |
JPMorgan Large Cap Growth Fund
Fund
S000003856 · Registered fund · Jun 30, 2026
JPMorgan Trust II, not summed
|
2,638,189 | ||
| 42 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,633,219 | ||
| 42.1 |
Carillon Eagle Growth & Income Fund
Fund
S000058958 · Registered fund · Jun 30, 2026
Carillon Series Trust, not summed
|
41,760 | ||
| 43 |
PNC FINANCIAL SERVICES GROUP, INC.
13F
CIK 713676 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,549,428 | ||
| 44 |
|
2,487,804 | ||
| 45 |
DEUTSCHE BANK AG\
13F
CIK 948046 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,193,436 | ||
| 45.1 |
Xtrackers S&P 500 Scored & Screened ETF
Fund
S000065220 · Registered fund · Aug 31, 2026
DBX ETF Trust, not summed
|
51,187 | ||
| 45.2 |
Xtrackers MSCI USA Climate Action Equity ETF
Fund
S000079909 · Registered fund · Aug 31, 2026
DBX ETF Trust, not summed
|
45,821 | ||
| 45.3 |
Deutsche DWS Equity 500 Index Portfolio
Fund
S000009010 · Registered fund · Jun 30, 2026
DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
|
22,051 | ||
| 45.4 |
Xtrackers S&P 100 Ex Top 20 ETF
Fund
S000077074 · Registered fund · Aug 31, 2026
DBX ETF Trust, not summed
|
12,438 | ||
| 45.5 |
Xtrackers MSCI USA Selection Equity ETF
Fund
S000064994 · Registered fund · Aug 31, 2026
DBX ETF Trust, not summed
|
12,048 | ||
| 46 |
JPMorgan Equity Income Fund
Fund
S000003846 · Registered fund · Jun 30, 2026
JPMorgan Trust II, not summed
|
2,191,908 | ||
| 47 |
Swiss National Bank
13F
CIK 1582202 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,003,620 | ||
| 48 |
JPMorgan Equity Premium Income ETF
Fund
S000068402 · Registered fund · Jun 30, 2026
J.P. Morgan Exchange-Traded Fund Trust, not summed
|
2,001,509 | ||
| 49 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,936,562 | ||
| 49.1 |
U.S. CORE EQUITY 1 PORTFOLIO
Fund
S000000979 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
392,232 | ||
| 49.2 |
Dimensional U.S. Equity Market ETF
Fund
S000070902 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
214,353 | ||
| 49.3 |
U.S. LARGE COMPANY PORTFOLIO
Fund
S000001014 · Registered fund · Jul 31, 2026
DIMENSIONAL INVESTMENT GROUP INC, not summed
|
157,900 | ||
| 49.4 |
U.S. CORE EQUITY 2 PORTFOLIO
Fund
S000000980 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
153,898 | ||
| 49.5 |
Dimensional U.S. Core Equity 2 ETF
Fund
S000070903 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
135,965 | ||
| 50 |
NEUBERGER BERMAN GROUP LLC
13F
CIK 1465109 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,931,973 | ||
| 50.1 |
Neuberger Long Short Fund
Fund
S000035446 · Registered fund · Jul 31, 2026
NEUBERGER BERMAN ALTERNATIVE FUNDS, not summed
|
289,604 | ||
| 50.2 |
Neuberger Large Cap Value Fund
Fund
S000007840 · Registered fund · May 31, 2026
NEUBERGER BERMAN EQUITY FUNDS, not summed
|
94,957 | ||
| 50.3 |
Neuberger Large Cap Growth Fund
Fund
S000007849 · Registered fund · May 31, 2026
NEUBERGER BERMAN EQUITY FUNDS, not summed
|
54,020 | ||
| 50.4 |
Neuberger Equity Income Fund
Fund
S000013716 · Registered fund · May 31, 2026
NEUBERGER BERMAN EQUITY FUNDS, not summed
|
41,645 | ||
| 50.5 |
Neuberger Multi-Cap Opportunities Fund
Fund
S000013718 · Registered fund · May 31, 2026
NEUBERGER BERMAN EQUITY FUNDS, not summed
|
16,000 |
220 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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