MCK · Mckesson Corp · Shareholders & Ownership

$1,012.34 -3.16 (-0.31%) At close · Oct 22

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$118.03B

116.59M

Volume · Oct 22 630.17K Avg daily vol (3M) 893.94K

Every disclosed holder of MCK 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 MCK

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)	2,067	105,582,605	90.56%	Yes
Insiders (Forms 3, 4, 5)	11	59,077	0.05%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	10,948,681	9.39%	Rest
Registered funds (N-PORT, not summed)	1,020	34,218,627	29.35%	No

Shares outstanding: 116,590,363, 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 MCK

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	10,795,054	9.26%	-623,330	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	1,653,619	1.42%	+78,823	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	439,125	0.38%	-20,900	Jun 30, 2026	iShares Trust, not summed
1.3	iShares MSCI USA Min Vol Factor ETF Fund S000031838 · Registered fund · Jul 31, 2026 iShares Trust, not summed	364,358	0.31%	-1,618	Jul 31, 2026	iShares Trust, not summed
1.4	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	197,612	0.17%	-13,732	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	154,025	0.13%	+374	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,853,137	6.74%	-107,587	Jun 30, 2026	carried, not yet filed for the newest quarter
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,727,118	4.91%	-4,638	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	State Street(R) Health Care Select Sector SPDR(R) ETF Fund S000006412 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	849,201	0.73%	-42,138	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
3.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	286,504	0.25%	+29,103	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	146,244	0.13%	+2,020	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	47,372	0.04%	+2,080	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
3.5	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	23,703	0.02%	+320	Jun 30, 2026	SPDR SERIES TRUST, not summed
4	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,306,142	4.55%	+3,006,517	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	GLOBAL FRANCHISE PORTFOLIO Fund S000002830 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	26,131	0.02%	—	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
4.2	Global Stars Portfolio Fund S000041864 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	497	0.00%	+35	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
4.3	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	408	0.00%	+9	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
4.4	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	253	0.00%	+34	Jul 31, 2026	E Trade Trust, not summed
4.5	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	195	0.00%	+42	Jul 31, 2026	E Trade Trust, not summed
5	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,816,285	3.27%	-72,962	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
6	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,114,077	2.67%	+1,797	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,905,114	2.49%	-158,031	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Putnam Large Cap Value Fund Fund S000005581 · Registered fund · Jul 31, 2026 Putnam Large Cap Value Fund, not summed	1,138,127	0.98%	-90,601	Jul 31, 2026	Putnam Large Cap Value Fund, not summed
7.2	Putnam Focused Large Cap Value ETF Fund S000071710 · Registered fund · May 29, 2026 Putnam ETF Trust, not summed	360,708	0.31%	+63,971	May 29, 2026	Putnam ETF Trust, not summed
7.3	Franklin Growth Opportunities Fund Fund S000006878 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	63,714	0.05%	-22,214	Jul 31, 2026	Franklin Strategic Series, not summed
7.4	Putnam VT Large Cap Value Fund Fund S000003894 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	63,573	0.05%	0	Jun 30, 2026	Putnam Variable Trust, not summed
7.5	Putnam Core Equity Fund Fund S000029796 · Registered fund · Jul 31, 2026 Putnam Funds Trust, not summed	54,289	0.05%	-8,980	Jul 31, 2026	Putnam Funds Trust, not summed
8	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,873,217	2.46%	-9,851	Jun 30, 2026	carried, not yet filed for the newest quarter
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,822,155	2.42%	-81,693	Jun 30, 2026	carried, not yet filed for the newest quarter
10	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,446,386	2.10%	-453,847	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	MFS Value Fund Fund S000000769 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	1,566,944	1.34%	-379,176	May 31, 2026	MFS SERIES TRUST I, not summed
10.2	MFS Value Series Fund S000002672 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	57,697	0.05%	-5,459	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
10.3	MFS Blended Research Mid Cap Equity Fund Fund S000054892 · Registered fund · May 31, 2026 MFS Series Trust X, not summed	29,237	0.03%	-5,462	May 31, 2026	MFS Series Trust X, not summed
10.4	MFS Blended Research Core Equity Fund Fund S000002500 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	24,328	0.02%	-7,242	Jun 30, 2026	MFS SERIES TRUST XI, not summed
10.5	MFS Active Value ETF Fund S000085670 · Registered fund · May 31, 2026 MFS Active Exchange Traded Funds Trust, not summed	13,406	0.01%	+2,873	May 31, 2026	MFS Active Exchange Traded Funds Trust, not summed
11	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,130,288	1.83%	-1,473,135	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,567,469	1.34%	-3,294	May 31, 2026	Fidelity Concord Street Trust, not summed
11.2	Fidelity Magellan Fund Fund S000007112 · Registered fund · Jun 30, 2026 Fidelity Magellan Fund, not summed	607,400	0.52%	+42,300	Jun 30, 2026	Fidelity Magellan Fund, not summed
11.3	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	231,452	0.20%	+671	May 31, 2026	Fidelity Concord Street Trust, not summed
11.4	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	187,013	0.16%	+4,259	May 31, 2026	Fidelity Concord Street Trust, not summed
11.5	Fidelity Large Cap Growth Index Fund Fund S000054095 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	151,394	0.13%	-10,849	Jul 31, 2026	Fidelity Salem Street Trust, not summed
12	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,748,860	1.50%	-1,519,480	Jun 30, 2026	carried, not yet filed for the newest quarter
13	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,686,993	1.45%	-553,704	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	AB LARGE CAP GROWTH FUND INC Fund S000010251 · Registered fund · Jun 30, 2026 AB LARGE CAP GROWTH FUND INC, not summed	253,692	0.22%	-84,740	Jun 30, 2026	AB LARGE CAP GROWTH FUND INC, not summed
13.2	AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Fund S000010074 · Registered fund · Jun 30, 2026 AB SUSTAINABLE GLOBAL THEMATIC FUND, INC., not summed	17,870	0.02%	-9,300	Jun 30, 2026	AB SUSTAINABLE GLOBAL THEMATIC FUND, INC., not summed
13.3	AB Large Cap Growth Portfolio Fund S000010432 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	11,180	0.01%	-4,350	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
13.4	AB US Low Volatility Equity ETF Fund S000079472 · Registered fund · May 31, 2026 AB Active ETFs, Inc., not summed	4,285	0.00%	+187	May 31, 2026	AB Active ETFs, Inc., not summed
13.5	AB CORE OPPORTUNITIES FUND, INC. Fund S000009999 · Registered fund · Jun 30, 2026 AB CORE OPPORTUNITIES FUND, INC., not summed	2,619	0.00%	0	Jun 30, 2026	AB CORE OPPORTUNITIES FUND, INC., not summed
14	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,551,950	1.33%	+239,786	Jun 30, 2026	carried, not yet filed for the newest quarter
15	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 13F CIK 1694217 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,538,910	1.32%	+491,826	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	1,529,056	1.31%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
17	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,442,340	1.24%	-19,841	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	35,772	0.03%	-559	Jun 30, 2026	Northern Funds, not summed
17.2	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	8,960	0.01%	+560	Jul 31, 2026	FlexShares Trust, not summed
17.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,318	0.00%	-70	Jul 31, 2026	FlexShares Trust, not summed
17.4	Large Cap Core Fund Fund S000001243 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,217	0.00%	+251	Jun 30, 2026	Northern Funds, not summed
17.5	FlexShares Quality Dividend Defensive Index Fund Fund S000038875 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,198	0.00%	-39	Jul 31, 2026	FlexShares Trust, not summed
18	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,321,991	1.13%	-216,735	Jun 30, 2026	carried, not yet filed for the newest quarter
19	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,321,129	1.13%	+16,048	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	16,985	0.01%	-8,348	May 31, 2026	Goldman Sachs ETF Trust, not summed
19.2	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	10,308	0.01%	+3,139	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
19.3	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	6,064	0.01%	-284	May 31, 2026	Goldman Sachs ETF Trust, not summed
19.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	5,329	0.00%	+1,359	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
19.5	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	4,633	0.00%	+800	May 31, 2026	Goldman Sachs ETF Trust, not summed
20	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,283,310	1.10%	+985	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,169,676	1.00%	+14,627	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,144,445	0.98%	+11,581	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,004,498	0.86%	+16,452	Jun 30, 2026	carried, not yet filed for the newest quarter
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	993,404	0.85%	+48,466	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	268,809	0.23%	-2,674	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	261,163	0.22%	+24,516	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	129,941	0.11%	+2,782	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	72,952	0.06%	+645	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	72,419	0.06%	+677	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	981,173	0.84%	-510,425	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	235,756	0.20%	+54,927	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
25.2	Invesco S&P 500 Revenue ETF Fund S000064593 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	189,624	0.16%	-12,923	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
25.3	Invesco S&P 500 Momentum ETF Fund S000050154 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	122,402	0.11%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
25.4	Invesco Russell 1000 Dynamic Multifactor ETF Fund S000064607 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	115,469	0.10%	+105,045	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
25.5	Invesco MSCI USA ETF Fund S000058746 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	21,405	0.02%	+239	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
26	WCM INVESTMENT MANAGEMENT, LLC 13F CIK 1061186 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	957,886	0.82%	+25,765	Jun 30, 2026	carried, not yet filed for the newest quarter
27	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	922,573	0.79%	+29,747	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	171	0.00%	+12	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
27.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	72	0.00%	0	May 31, 2026	UBS INVESTMENT TRUST, not summed
27.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	30	0.00%	+6	Jun 30, 2026	UBS FUNDS, not summed
28	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	878,727	0.75%	-28,745	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	34,511	0.03%	+7,385	Jun 30, 2026	AQR Funds, not summed
28.2	AQR Large Cap Defensive Style Fund Fund S000037429 · Registered fund · Jun 30, 2026 AQR Funds, not summed	20,981	0.02%	0	Jun 30, 2026	AQR Funds, not summed
28.3	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	14,540	0.01%	+5,006	Jun 30, 2026	AQR Funds, not summed
28.4	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	8,088	0.01%	+2,350	Jun 30, 2026	AQR Funds, not summed
28.5	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	3,945	0.00%	-1,797	Jun 30, 2026	AQR Funds, not summed
29	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	868,933	0.75%	-47,803	Jun 30, 2026	carried, not yet filed for the newest quarter
30	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	862,182	0.74%	+49,771	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Disciplined Value Fund Fund S000023715 · Registered fund · Jun 30, 2026 John Hancock Funds III, not summed	318,349	0.27%	0	Jun 30, 2026	John Hancock Funds III, not summed
30.2	Disciplined Value Mid Cap Fund Fund S000028882 · Registered fund · Jun 30, 2026 John Hancock Funds III, not summed	146,349	0.13%	-50,397	Jun 30, 2026	John Hancock Funds III, not summed
30.3	Fundamental Large Cap Core Fund Fund S000000630 · Registered fund · Jul 31, 2026 John Hancock Investment Trust, not summed	132,391	0.11%	+9,465	Jul 31, 2026	John Hancock Investment Trust, not summed
30.4	Balanced Fund Fund S000000629 · Registered fund · Jul 31, 2026 John Hancock Investment Trust, not summed	61,449	0.05%	+14,317	Jul 31, 2026	John Hancock Investment Trust, not summed
30.5	Global Equity Fund Fund S000040959 · Registered fund · May 31, 2026 John Hancock Funds II, not summed	25,915	0.02%	+4,472	May 31, 2026	John Hancock Funds II, not summed
31	Swedbank AB 13F CIK 946431 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	793,743	0.68%	-211,867	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	792,827	0.68%	-32,795	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	10,313	0.01%	+10	Jul 31, 2026	BNY Mellon ETF Trust, not summed
33	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	747,056	0.64%	+666,328	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	690,273	0.59%	-15,374	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	680,107	0.58%	-6,865	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
36	Mitsubishi UFJ Asset Management Co., Ltd. 13F CIK 1466546 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	656,084	0.56%	+377,617	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	652,535	0.56%	-38,070	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
38	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	630,012	0.54%	-164,643	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	T. Rowe Price Dividend Growth Fund, Inc. Fund S000002075 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed	330,637	0.28%	-32,968	Jun 30, 2026	T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed
38.2	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	73,455	0.06%	-2,933	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
38.3	T. Rowe Price Dividend Growth ETF Fund S000067975 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	19,871	0.02%	+588	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
38.4	T. Rowe Price Hedged Equity Fund Fund S000080479 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	12,032	0.01%	-3,334	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
38.5	T. Rowe Price Tax-Efficient Equity Fund Fund S000002160 · Registered fund · May 31, 2026 T. ROWE PRICE TAX-EFFICIENT FUNDS, INC., not summed	8,500	0.01%	0	May 31, 2026	T. ROWE PRICE TAX-EFFICIENT FUNDS, INC., not summed
39	Carmignac Gestion 13F CIK 1569758 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	626,904	0.54%	+309,183	Jun 30, 2026	carried, not yet filed for the newest quarter
40	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	579,155	0.50%	-30,336	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	521,556	0.45%	+219,726	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	494,416	0.42%	-117,566	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	101,410	0.09%	-583	Jul 31, 2026	TIAA-CREF Funds, not summed
42.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	90,996	0.08%	-27,577	Jun 30, 2026	College Retirement Equities Fund, not summed
42.3	Nuveen Large Cap Growth Index Fund Fund S000005387 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	64,637	0.06%	-4,197	Jul 31, 2026	TIAA-CREF Funds, not summed
42.4	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	52,119	0.04%	-3,528	Jun 30, 2026	College Retirement Equities Fund, not summed
42.5	College Retirement Equities Fund - Global Equities Account Fund S000005081 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	43,950	0.04%	-10,663	Jun 30, 2026	College Retirement Equities Fund, not summed
43	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	483,843	0.42%	+430,496	Jun 30, 2026	carried, not yet filed for the newest quarter
44	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	460,409	0.39%	+385,201	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	459,652	0.39%	-169,293	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Janus Henderson Adaptive Risk Managed U.S. Equity Fund Fund S000025898 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	1,493	0.00%	-855	Jun 30, 2026	Janus Investment Fund, not summed
45.2	Janus Henderson VIT Global Sustainable Equity Portfolio Fund S000074910 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	471	0.00%	+50	Jun 30, 2026	Janus Aspen Series, not summed
46	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	458,056	0.39%	-165,693	Jun 30, 2026	carried, not yet filed for the newest quarter
47	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	446,421	0.38%	-12,637	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	DWS Health and Wellness Fund Fund S000006103 · Registered fund · May 31, 2026 DEUTSCHE DWS SECURITIES TRUST, not summed	6,400	0.01%	-500	May 31, 2026	DEUTSCHE DWS SECURITIES TRUST, not summed
47.2	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	5,541	0.00%	-3,671	May 29, 2026	DBX ETF Trust, not summed
47.3	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	3,728	0.00%	-218	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
47.4	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	2,583	0.00%	-1,133	Aug 31, 2026	DBX ETF Trust, not summed
47.5	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	1,650	0.00%	-42	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
48	BANK OF MONTREAL /CAN/ 13F CIK 927971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	435,107	0.37%	+8,104	Jun 30, 2026	carried, not yet filed for the newest quarter
49	TD Asset Management Inc 13F CIK 1056053 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	425,457	0.36%	-284,989	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Winslow Capital Management, LLC 13F CIK 900973 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	420,541	0.36%	+40,965	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 927653 CUSIP 58155Q103 13F (30d) 559 filings 521 filers Visit website Investor relations