MCO · Moodys Corp /De/ · Shareholders & Ownership

$481.61 +0.35 (+0.07%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$83.35B

173.20M

Volume · Oct 20 1.09M Avg daily vol (3M) 785.06K

Every disclosed holder of MCO 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 MCO

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)	1,424	158,059,569	91.26%	Yes
Insiders (Forms 3, 4, 5)	19	211,489	0.12%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	14,928,942	8.62%	Rest
Registered funds (N-PORT, not summed)	777	42,082,405	24.30%	No

Shares outstanding: 173,200,000, 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 MCO

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	Berkshire Hathaway Inc 13F CIK 1067983 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	24,669,778	14.24%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
2	TCI FUND MANAGEMENT LTD 13F CIK 1647251 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,334,027	8.28%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	12,461,878	7.20%	-665,946	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	2,066,187	1.19%	+93,554	Jun 30, 2026	iShares Trust, not summed
3.2	iShares MSCI USA Quality Factor ETF Fund S000041444 · Registered fund · Jul 31, 2026 iShares Trust, not summed	298,966	0.17%	-50,112	Jul 31, 2026	iShares Trust, not summed
3.3	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	265,277	0.15%	-361,544	Jun 30, 2026	iShares Trust, not summed
3.4	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	193,487	0.11%	+354	Jun 30, 2026	iShares Trust, not summed
3.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	180,488	0.10%	—	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	9,757,973	5.63%	-127,343	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	7,111,386	4.11%	-27,451	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) Financial Select Sector SPDR(R) ETF Fund S000006411 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,016,285	0.59%	-23,171	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	358,115	0.21%	+35,144	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	107,647	0.06%	+1,880	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	95,035	0.05%	+1,280	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	57,112	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,985,040	2.88%	-1,712	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	1,963,370	1.13%	+10,857	May 31, 2026	Fidelity Concord Street Trust, not summed
6.2	Fidelity Contrafund Fund S000006037 · Registered fund · Jun 30, 2026 Fidelity Contrafund, not summed	1,190,555	0.69%	+761,884	Jun 30, 2026	Fidelity Contrafund, not summed
6.3	Fidelity Magellan Fund Fund S000007112 · Registered fund · Jun 30, 2026 Fidelity Magellan Fund, not summed	1,053,279	0.61%	-3,300	Jun 30, 2026	Fidelity Magellan Fund, not summed
6.4	Fidelity SAI U.S. Quality Index Fund Fund S000051137 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	531,513	0.31%	+62,938	Jul 31, 2026	Fidelity Salem Street Trust, not summed
6.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	289,926	0.17%	+3,097	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	4,714,241	2.72%	-71,759	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,006,816	2.31%	-74,748	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,892,612	2.25%	-6,694	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,733,380	2.16%	-149,092	Jun 30, 2026	carried, not yet filed for the newest quarter
11	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,379,424	1.37%	+57,127	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	521	0.00%	-4	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
11.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	341	0.00%	+50	Jul 31, 2026	E Trade Trust, not summed
11.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	248	0.00%	+50	Jul 31, 2026	E Trade Trust, not summed
11.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	69	0.00%	-2	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
12	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,372,048	1.37%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
13	PineStone Asset Management Inc. 13F CIK 1904893 · Registered investment adviser · Sep 30, 2026	2,219,616	1.28%	-64,345	Sep 30, 2026
14	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,126,435	1.23%	-30,524	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	79,325	0.05%	+4,644	May 31, 2026	Goldman Sachs ETF Trust, not summed
14.2	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	10,974	0.01%	-44	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
14.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	9,262	0.01%	+521	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
14.4	Goldman Sachs Rising Dividend Growth Fund Fund S000036119 · Registered fund · Jul 31, 2026 GOLDMAN SACHS TRUST, not summed	8,555	0.00%	-660	Jul 31, 2026	GOLDMAN SACHS TRUST, not summed
14.5	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	7,726	0.00%	+868	May 31, 2026	Goldman Sachs ETF Trust, not summed
15	Fiera Capital Corp 13F CIK 1505817 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,085,400	1.20%	-271,054	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,019,609	1.17%	-329,672	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	13,060	0.01%	+14	Jul 31, 2026	BNY Mellon ETF Trust, not summed
17	Akre Focus Fund Fund S000026760 · Registered fund · Jul 31, 2025 Professionally Managed Portfolios, not summed	1,930,500	1.11%	-52,000	Jul 31, 2025	Professionally Managed Portfolios, not summed
18	Egerton Capital (UK) LLP 13F CIK 1581811 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,704,229	0.98%	+158,559	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,690,259	0.98%	-9,518	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,671,990	0.97%	-80,898	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	45,017	0.03%	-963	Jun 30, 2026	Northern Funds, not summed
20.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	7,021	0.00%	-414	Jun 30, 2026	Northern Funds, not summed
20.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,564	0.00%	+176	Jul 31, 2026	FlexShares Trust, not summed
20.4	FlexShares ESG & Climate US Large Cap Core Index Fund Fund S000073358 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	825	0.00%	-30	Jul 31, 2026	FlexShares Trust, not summed
21	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,545,468	0.89%	-285,290	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	T. Rowe Price All-Cap Opportunities Fund Fund S000002104 · Registered fund · Jun 30, 2026 T. Rowe Price All-Cap Opportunities Fund, Inc., not summed	341,360	0.20%	-32,520	Jun 30, 2026	T. Rowe Price All-Cap Opportunities Fund, Inc., not summed
21.2	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	181,119	0.10%	-186,017	Jun 30, 2026	T. ROWE PRICE BLUE CHIP GROWTH FUND, INC., not summed
21.3	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	91,807	0.05%	-3,984	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
21.4	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	59,444	0.03%	+4,503	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
21.5	T. Rowe Price U.S. Equity Research ETF Fund S000071604 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	14,493	0.01%	+6,668	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
22	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,461,325	0.84%	+379,518	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	MidCap Fund Fund S000007075 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	689,454	0.40%	+150,994	Jul 31, 2026	Principal Funds, Inc, not summed
22.2	Blue Chip Fund Fund S000037378 · Registered fund · May 31, 2026 Principal Funds, Inc, not summed	219,012	0.13%	+26,814	May 31, 2026	Principal Funds, Inc, not summed
22.3	LargeCap S&P 500 Index Fund Fund S000007016 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	30,966	0.02%	-1,342	Jul 31, 2026	Principal Funds, Inc, not summed
22.4	MidCap Account Fund S000007662 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	14,645	0.01%	+6,184	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
22.5	Principal Focused Blue Chip ETF Fund S000080686 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	9,907	0.01%	+4,835	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
23	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	1,420,099	0.82%	+33,024	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	122	0.00%	-10	May 31, 2026	UBS INVESTMENT TRUST, not summed
23.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	51	0.00%	+7	Jun 30, 2026	UBS FUNDS, not summed
24	WINDACRE PARTNERSHIP LLC 13F CIK 1599383 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,409,900	0.81%	+77,000	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Valley Forge Capital Management, LP 13F CIK 1697868 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,317,188	0.76%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,201,752	0.69%	+172,661	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	413,856	0.24%	+35,665	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
26.2	Invesco S&P 500 Quality ETF Fund S000003049 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	392,898	0.23%	+71,247	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
26.3	Invesco Russell 1000 Dynamic Multifactor ETF Fund S000064607 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	78,533	0.05%	+74,968	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
26.4	Invesco S&P 500 GARP ETF Fund S000032768 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	52,492	0.03%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
26.5	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	30,149	0.02%	+3,348	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
27	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,201,108	0.69%	+54,575	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	334,997	0.19%	-5,903	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
27.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	325,733	0.19%	+31,851	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	163,378	0.09%	+4,978	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	91,080	0.05%	+679	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
27.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	90,937	0.05%	+1,565	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,186,385	0.69%	-141,627	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	MFS Massachusetts Investors Growth Stock Fund Fund S000000695 · Registered fund · May 31, 2026 MFS Massachusetts Investors Growth Stock Fund, not summed	486,227	0.28%	+103,230	May 31, 2026	MFS Massachusetts Investors Growth Stock Fund, not summed
28.2	Massachusetts Investors Trust Fund S000000696 · Registered fund · Jun 30, 2026 MASSACHUSETTS INVESTORS TRUST, not summed	128,754	0.07%	+48,906	Jun 30, 2026	MASSACHUSETTS INVESTORS TRUST, not summed
28.3	MFS Research Fund Fund S000002438 · Registered fund · Jun 30, 2026 MFS Series Trust V, not summed	109,017	0.06%	-6,944	Jun 30, 2026	MFS Series Trust V, not summed
28.4	MFS Core Equity Fund Fund S000000763 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	57,848	0.03%	-2,979	May 31, 2026	MFS SERIES TRUST I, not summed
28.5	MFS Massachusetts Investors Growth Stock Portfolio Fund S000002639 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST II, not summed	46,344	0.03%	+6,237	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST II, not summed
29	AKRE CAPITAL MANAGEMENT LLC 13F CIK 1112520 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,156,893	0.67%	-89,221	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Rothschild & Co Wealth Management UK Ltd 13F CIK 1784260 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,104,935	0.64%	-3,999	Jun 30, 2026	carried, not yet filed for the newest quarter
31	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,070,784	0.62%	+187,811	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Dimensional US High Profitability ETF Fund S000075148 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	130,786	0.08%	+11,440	Jul 31, 2026	Dimensional ETF Trust, not summed
31.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	113,509	0.07%	+17,843	Jul 31, 2026	Dimensional ETF Trust, not summed
31.3	U.S. Large Cap Growth Portfolio Fund S000039438 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	87,607	0.05%	+46,144	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
31.4	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	83,692	0.05%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
31.5	U.S. High Relative Profitability Portfolio Fund S000057237 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	68,022	0.04%	+4,470	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
32	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,045,155	0.60%	+594,065	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	30,197	0.02%	—	Jun 30, 2026	AQR Funds, not summed
32.2	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	11,264	0.01%	+11,263	Jun 30, 2026	AQR Funds, not summed
32.3	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	10,897	0.01%	—	Jun 30, 2026	AQR Funds, not summed
32.4	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	3,247	0.00%	+1,497	Jun 30, 2026	AQR Funds, not summed
32.5	AQR Large Cap Momentum Style Fund Fund S000025643 · Registered fund · Mar 31, 2026 AQR Funds, not summed	2,295	0.00%	—	Mar 31, 2026	AQR Funds, not summed
33	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,011,495	0.58%	+168,528	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	996,557	0.58%	-48,284	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	851,332	0.49%	-32,347	Jun 30, 2026	carried, not yet filed for the newest quarter
36	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	850,062	0.49%	-11,475	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
37	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	818,967	0.47%	+32,024	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	815,616	0.47%	-49,410	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
39	Ninety One UK Ltd 13F CIK 1418329 · Registered investment adviser · Sep 30, 2026	807,981	0.47%	-28,590	Sep 30, 2026
40	Akre Focus ETF Fund S000089351 · Registered fund · Jul 31, 2026 Professionally Managed Portfolios, not summed	761,198	0.44%	-121,101	Jul 31, 2026	Professionally Managed Portfolios, not summed
41	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	744,030	0.43%	-146,669	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	721,425	0.42%	-25,442	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	DWS Capital Growth Fund Fund S000005705 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	40,301	0.02%	-551	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
42.2	DWS Capital Growth VIP Fund S000006245 · Registered fund · Jun 30, 2026 DEUTSCHE DWS VARIABLE SERIES I, not summed	17,627	0.01%	-602	Jun 30, 2026	DEUTSCHE DWS VARIABLE SERIES I, not summed
42.3	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	10,577	0.01%	+1,568	May 29, 2026	DBX ETF Trust, not summed
42.4	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	9,082	0.01%	-2,735	May 29, 2026	DBX ETF Trust, not summed
42.5	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	4,649	0.00%	-291	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
43	BAILLIE GIFFORD & CO 13F CIK 1088875 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	717,871	0.41%	-46,395	Jun 30, 2026	carried, not yet filed for the newest quarter
44	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	677,875	0.39%	-3,052	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Neuberger Core Equity ETF Fund S000085748 · Registered fund · May 31, 2026 Neuberger Berman ETF Trust, not summed	3,313	0.00%	-225	May 31, 2026	Neuberger Berman ETF Trust, not summed
45	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	642,955	0.37%	-28,992	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	622,705	0.36%	+8,341	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Tax-Managed U.S. Large Cap Fund Fund S000001570 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	58,542	0.03%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
46.2	U.S. Strategic Equity Fund Fund S000037466 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	4,107	0.00%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
46.3	Multi-Asset Strategy Fund Fund S000055522 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	3,624	0.00%	+456	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
46.4	Multi-Strategy Income Fund Fund S000048356 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	1,258	0.00%	-20	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
46.5	U.S. Strategic Equity Fund Fund S000006863 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	781	0.00%	-171	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
47	STIFEL FINANCIAL CORP 13F CIK 720672 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	614,280	0.35%	-41,640	Jun 30, 2026	carried, not yet filed for the newest quarter
48	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	606,233	0.35%	-103,592	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	575,490	0.33%	-84,454	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	124,074	0.07%	-6,490	Jul 31, 2026	TIAA-CREF Funds, not summed
49.2	Nuveen ESG Large-Cap Growth ETF Fund S000055811 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	85,603	0.05%	+6,270	Jul 31, 2026	NuShares ETF Trust, not summed
49.3	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	67,160	0.04%	+1,440	Jun 30, 2026	College Retirement Equities Fund, not summed
49.4	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	65,147	0.04%	-4,236	Jun 30, 2026	College Retirement Equities Fund, not summed
49.5	College Retirement Equities Fund - Responsible Balanced Account Fund S000005086 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	47,795	0.03%	-57,422	Jun 30, 2026	College Retirement Equities Fund, not summed
50	Longview Partners (Guernsey) LTD 13F CIK 1426092 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	558,785	0.32%	-150,849	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1059556 CUSIP 615369105 13F (30d) 214 filings 207 filers Visit website Investor relations