MNST · Monster Beverage Corp · Shareholders & Ownership

$46.94 +0.14 (+0.29%)

S&P 500 member Nasdaq-100 member Russell 1000 member Rebalance outlook locked

Market Cap

$91.68B

1.96B

Volume · Oct 20 2.94M Avg daily vol (49 sessions) 9.8M

Every disclosed holder of MNST 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 MNST

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

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	1,376	1,322,565,917	67.51%	Yes
Insiders (Forms 3, 4, 5)	13	239,347,650	12.22%	Yes
13D/G-only blocks	3	1,108,169,802	56.57%	Yes
Remaining	—	711,031,605	-36.29%	Negative
Registered funds (N-PORT, not summed)	894	514,438,961	26.26%	No

Shares outstanding: 1,959,051,764, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

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 MNST

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	The Coca-Cola Company 13D CIK 21344 · Unknown · Apr 21, 2020	816,972,816	41.70%	—	Apr 21, 2020
2	Hilton Hiller Schlosberg 13D CIK 1291940 · Dec 27, 2023	163,832,574	8.36%	—	Dec 27, 2023
3	VANGUARD GROUP INC 13G CIK 102909 · Registered investment adviser · Dec 29, 2023 Rule 13d-1(b), qualified institution	127,364,412	6.50%	—	Dec 29, 2023	Rule 13d-1(b), qualified institution
4	SCHLOSBERG HILTON H Insider CIK 1284352 · Sep 14, 2026 Director, Vice Chairman and CEO, issuer-wide	120,253,622	6.14%	—	Sep 14, 2026	Director, Vice Chairman and CEO, issuer-wide
5	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	120,058,350	6.13%	-5,934,424	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	19,641,140	1.00%	+1,294,978	Jun 30, 2026	iShares Trust, not summed
5.2	iShares MSCI USA Min Vol Factor ETF Fund S000031838 · Registered fund · Jul 31, 2026 iShares Trust, not summed	4,263,510	0.22%	-20,574	Jul 31, 2026	iShares Trust, not summed
5.3	iShares S&P 500 Growth ETF Fund S000004311 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,014,414	0.15%	+16,760	Jun 30, 2026	iShares Trust, not summed
5.4	BlackRock Mid-Cap Growth Equity Portfolio Fund S000001505 · Registered fund · May 29, 2026 BlackRock Funds, not summed	2,530,112	0.13%	—	May 29, 2026	BlackRock Funds, not summed
5.5	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,443,630	0.12%	-3,182,070	Jun 30, 2026	iShares Trust, not summed
6	SACKS RODNEY C Insider CIK 1284353 · May 22, 2026 Director, issuer-wide	117,959,220	6.02%	—	May 22, 2026	Director, issuer-wide
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	91,365,464	4.66%	+562,282	Jun 30, 2026	carried, not yet filed for the newest quarter
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	72,165,202	3.68%	-3,692,302	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	State Street(R) Consumer Staples Select Sector SPDR(R) ETF Fund S000006409 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	12,649,780	0.65%	-2,277,330	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
8.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	3,406,568	0.17%	+408,630	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF Fund S000006984 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	2,131,458	0.11%	+82,600	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	552,940	0.03%	+39,000	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.5	State Street U.S. Core Equity Fund Fund S000071466 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	379,272	0.02%	-97,850	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
9	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	65,370,958	3.34%	+24,307,690	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Invesco NASDAQ 100 ETF Fund S000069448 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	8,312,530	0.42%	+878,540	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
9.2	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	4,085,400	0.21%	-267,408	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
9.3	Invesco S&P 500 Momentum ETF Fund S000050154 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	2,013,608	0.10%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
9.4	Invesco S&P 500 Low Volatility ETF Fund S000030967 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	1,542,930	0.08%	-221,662	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
9.5	Invesco Russell 1000 Dynamic Multifactor ETF Fund S000064607 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	898,162	0.05%	+870,500	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
10	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	59,439,586	3.03%	+2,677,222	Jun 30, 2026	carried, not yet filed for the newest quarter
11	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	54,120,032	2.76%	-3,477,764	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	AB LARGE CAP GROWTH FUND INC Fund S000010251 · Registered fund · Jun 30, 2026 AB LARGE CAP GROWTH FUND INC, not summed	11,070,070	0.57%	-334,120	Jun 30, 2026	AB LARGE CAP GROWTH FUND INC, not summed
11.2	AB Growth Fund Fund S000010509 · Registered fund · Jun 30, 2026 AB PORTFOLIOS, not summed	581,310	0.03%	0	Jun 30, 2026	AB PORTFOLIOS, not summed
11.3	AB Large Cap Growth Portfolio Fund S000010432 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	494,430	0.03%	-17,880	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
11.4	AB US Large Cap Strategic Equities ETF Fund S000080208 · Registered fund · May 31, 2026 AB Active ETFs, Inc., not summed	272,822	0.01%	—	May 31, 2026	AB Active ETFs, Inc., not summed
11.5	AB Wealth Appreciation Strategy Fund S000010514 · Registered fund · Jun 30, 2026 AB PORTFOLIOS, not summed	209,824	0.01%	0	Jun 30, 2026	AB PORTFOLIOS, not summed
12	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	49,698,350	2.54%	-2,112,098	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Loomis Sayles Growth Fund Fund S000006699 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS II, not summed	12,728,254	0.65%	-821,446	Jun 30, 2026	LOOMIS SAYLES FUNDS II, not summed
13	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	43,465,326	2.22%	+25,900	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	Invesco QQQ Trust, Series 1 Fund S000101292 · Registered fund · Jun 30, 2026 Invesco QQQ Trust, Series 1, not summed	41,520,722	2.12%	+304,142	Jun 30, 2026	Invesco QQQ Trust, Series 1, not summed
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	40,642,368	2.07%	-496,090	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	37,001,030	1.89%	+751,062	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	30,050,086	1.53%	-1,229,302	Jun 30, 2026	carried, not yet filed for the newest quarter
18	JPMorgan Large Cap Growth Fund Fund S000003856 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	25,349,878	1.29%	+1,549,808	Jun 30, 2026	JPMorgan Trust II, not summed
19	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	24,872,234	1.27%	-192,690	Jun 30, 2026	carried, not yet filed for the newest quarter
20	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	24,616,732	1.26%	+929,660	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Global Stars Portfolio Fund S000041864 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	14,868	0.00%	+2,438	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
20.2	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	4,736	0.00%	+2	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
20.3	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	2,742	0.00%	+196	Jul 31, 2026	E Trade Trust, not summed
20.4	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	2,198	0.00%	+486	Jul 31, 2026	E Trade Trust, not summed
20.5	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	628	0.00%	-12	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
21	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	19,811,864	1.01%	-1,071,286	Jun 30, 2026	carried, not yet filed for the newest quarter
22	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	19,378,050	0.99%	+642,132	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	18,254,318	0.93%	+100,920	May 31, 2026	Fidelity Concord Street Trust, not summed
22.2	Fidelity SAI U.S. Quality Index Fund Fund S000051137 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	4,941,714	0.25%	+585,168	Jul 31, 2026	Fidelity Salem Street Trust, not summed
22.3	Fidelity OTC Portfolio Fund S000007191 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	3,388,426	0.17%	+94,600	Jul 31, 2026	Fidelity Securities Fund, not summed
22.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	2,695,372	0.14%	+29,722	May 31, 2026	Fidelity Concord Street Trust, not summed
22.5	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	2,179,706	0.11%	-467,788	May 31, 2026	Fidelity Rutland Square Trust II, not summed
23	BROADWOOD CAPITAL INC 13F CIK 1278387 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	16,215,592	0.83%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
24	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	15,691,874	0.80%	-135,380	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	15,349,598	0.78%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
26	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	14,931,948	0.76%	+3,248,832	Jun 30, 2026	carried, not yet filed for the newest quarter
27	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	14,814,354	0.76%	-690,056	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	423,794	0.02%	+9,530	Jun 30, 2026	Northern Funds, not summed
27.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	66,102	0.00%	-1,262	Jun 30, 2026	Northern Funds, not summed
27.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	31,420	0.00%	+1,544	Jul 31, 2026	FlexShares Trust, not summed
27.4	Large Cap Core Fund Fund S000001243 · Registered fund · Jun 30, 2026 Northern Funds, not summed	19,280	0.00%	0	Jun 30, 2026	Northern Funds, not summed
27.5	FlexShares STOXX US ESG Select Index Fund Fund S000054498 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	4,020	0.00%	+238	Jul 31, 2026	FlexShares 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	13,450,040	0.69%	-90,874	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	MFS Growth Fund Fund S000002419 · Registered fund · May 31, 2026 MFS Series Trust II, not summed	8,505,508	0.43%	-74,534	May 31, 2026	MFS Series Trust II, not summed
28.2	MFS Growth Series Fund S000002673 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	452,044	0.02%	+10,944	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
28.3	MFS Blended Research Core Equity Fund Fund S000002500 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	451,686	0.02%	-134,460	Jun 30, 2026	MFS SERIES TRUST XI, not summed
28.4	MFS Blended Research Growth Equity Fund Fund S000050658 · Registered fund · May 31, 2026 MFS SERIES TRUST X, not summed	180,800	0.01%	+9,064	May 31, 2026	MFS SERIES TRUST X, not summed
28.5	MFS Blended Research Core Equity Portfolio Fund S000002640 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST II, not summed	125,516	0.01%	-6,084	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST II, not summed
29	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,420,460	0.69%	-1,854,568	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Ninety One UK Ltd 13F CIK 1418329 · Registered investment adviser · Sep 30, 2026	13,105,329	0.67%	-755,235	Sep 30, 2026
31	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	12,340,386	0.63%	-1,180,556	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Janus Henderson VIT Balanced Portfolio Fund S000010394 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	1,119,942	0.06%	-269,142	Jun 30, 2026	Janus Aspen Series, not summed
31.2	Janus Henderson VIT Global Research Portfolio Fund S000010402 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	194,218	0.01%	+7,278	Jun 30, 2026	Janus Aspen Series, not summed
31.3	Janus Henderson VIT Research Portfolio Fund S000010395 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	75,892	0.00%	+2,596	Jun 30, 2026	Janus Aspen Series, not summed
31.4	Janus Henderson Adaptive Risk Managed U.S. Equity Fund Fund S000025898 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	16,304	0.00%	—	Jun 30, 2026	Janus Investment Fund, not summed
32	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,963,402	0.61%	-542,458	Jun 30, 2026	carried, not yet filed for the newest quarter
33	AMCAP Fund Fund S000008817 · Registered fund · May 31, 2026 AMCAP Fund, not summed	11,746,550	0.60%	0	May 31, 2026	AMCAP Fund, not summed
34	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	11,419,064	0.58%	+279,372	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	PACE Large Co Growth Equity Investments Fund S000002972 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	169,642	0.01%	+55,756	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
34.2	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	1,346	0.00%	+172	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
34.3	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	206	0.00%	0	May 31, 2026	UBS INVESTMENT TRUST, not summed
34.4	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	116	0.00%	+42	Jun 30, 2026	UBS FUNDS, not summed
35	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	11,289,122	0.58%	+935,960	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	591,916	0.03%	-89,352	May 31, 2026	Goldman Sachs ETF Trust, not summed
35.2	Goldman Sachs Nasdaq-100 Premium Income ETF Fund S000081510 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	416,774	0.02%	+84,034	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
35.3	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	93,728	0.00%	+16,712	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
35.4	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	91,094	0.00%	+12,862	May 31, 2026	Goldman Sachs ETF Trust, not summed
35.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	72,726	0.00%	+25,816	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
36	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,137,738	0.57%	-652,986	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	10,185,784	0.52%	+177,622	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	3,284,972	0.17%	+129,298	Jun 30, 2026	College Retirement Equities Fund, not summed
37.2	College Retirement Equities Fund - Global Equities Account Fund S000005081 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	2,827,056	0.14%	+181,016	Jun 30, 2026	College Retirement Equities Fund, not summed
37.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	1,171,846	0.06%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
37.4	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	623,902	0.03%	-39,312	Jun 30, 2026	College Retirement Equities Fund, not summed
37.5	Nuveen Large Cap Growth Index Fund Fund S000005387 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	355,644	0.02%	-482,452	Jul 31, 2026	TIAA-CREF Funds, not summed
38	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,071,908	0.51%	-1,777,660	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	9,960,334	0.51%	-488,154	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	9,172,654	0.47%	+230,668	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	118,672	0.01%	+124	Jul 31, 2026	BNY Mellon ETF Trust, not summed
41	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,792,476	0.45%	+6,716,610	Jun 30, 2026	carried, not yet filed for the newest quarter
42	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,575,982	0.44%	-30,922	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	3,192,676	0.16%	+32,522	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
42.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,519,310	0.08%	+50,074	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
42.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	865,152	0.04%	+24,160	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
42.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	844,690	0.04%	+13,412	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
42.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	718,824	0.04%	-32,684	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
43	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	8,145,986	0.42%	-3,464,852	Jun 30, 2026	carried, not yet filed for the newest quarter
44	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	8,052,558	0.41%	-123,460	Jun 30, 2026	carried, not yet filed for the newest quarter
45	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	7,763,736	0.40%	+1,721,694	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	87,676	0.00%	—	May 29, 2026	DBX ETF Trust, not summed
45.2	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	44,252	0.00%	-1,714	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
45.3	Xtrackers MSCI USA Selection Equity ETF Fund S000064994 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	23,604	0.00%	-1,622	May 29, 2026	DBX ETF Trust, not summed
45.4	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	19,758	0.00%	0	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
45.5	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	17,396	0.00%	+2,978	May 29, 2026	DBX ETF Trust, not summed
46	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,761,682	0.40%	+4,408,234	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	7,753,054	0.40%	-289,052	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
48	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,655,096	0.39%	-79,760	Jun 30, 2026	carried, not yet filed for the newest quarter
49	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,566,966	0.39%	-1,294,300	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Franklin Growth Fund Fund S000006755 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	4,940,718	0.25%	-1,142,000	Jun 30, 2026	Franklin Custodian Funds, not summed
49.2	Franklin U.S. Large Cap Multifactor Index ETF Fund S000057200 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	178,126	0.01%	+36,316	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
49.3	Putnam Dynamic Asset Allocation Growth Fund Fund S000000780 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	174,866	0.01%	-7,230	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
49.4	Putnam Dynamic Asset Allocation Balanced Fund Fund S000000778 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	136,952	0.01%	-5,282	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
49.5	Franklin Systematic Style Premia ETF Fund S000066719 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	72,752	0.00%	+12,326	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
50	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	7,121,362	0.36%	+5,205,654	Jun 30, 2026	carried, not yet filed for the newest quarter

169 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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Key facts CIK 865752 CUSIP 61174X109 13F (30d) 199 filings 192 filers Visit website Investor relations