ORA · Ormat Technologies, Inc. · Shareholders & Ownership

$88.14 -1.31 (-1.46%)

S&P 400 member Russell 2000 member Rebalance outlook locked

Market Cap

$5.50B

61.50M

Volume · Oct 21 751.37K Avg daily vol (3M) 902.9K

Every disclosed holder of ORA 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 ORA

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)	437	54,130,391	88.02%	Yes
Insiders (Forms 3, 4, 5)	13	3,112,131	5.06%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	4,254,419	6.92%	Rest
Registered funds (N-PORT, not summed)	366	20,590,247	33.48%	No

Shares outstanding: 61,496,941, 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 ORA

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	8,231,164	13.38%	-1,326,906	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	7,710,547	12.54%	-1,269,456	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,102,986	3.42%	+90,619	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,613,654	2.62%	+121,081	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	539,415	0.88%	+15,484	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	367,752	0.60%	-1,366	Jun 30, 2026	iShares Trust, not summed
2	Phoenix Financial Ltd. 13G CIK 1679543 · Unknown · Sep 10, 2026 Rule 13d-1(c), passive investor, not summed	3,263,839	5.31%	—	Sep 10, 2026	Rule 13d-1(c), passive investor, not summed
2.1	Phoenix Financial Ltd. 13F CIK 1679543 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	554,281	0.90%	+448,500	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,060,774	4.98%	+62,628	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	VANGUARD PORTFOLIO MANAGEMENT LLC 13G CIK 2100121 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,089,619	5.02%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4	ORIX CORP 13D CIK 1070304 · Unknown · Dec 13, 2024 not summed	2,976,077	4.84%	—	Dec 13, 2024	not summed
4.1	ORIX CORP Insider CIK 1070304 · Dec 13, 2024 Insider, issuer-wide	2,976,077	4.84%	-3,700,000	Dec 13, 2024	Insider, issuer-wide
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,666,310	4.34%	+39,932	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,514,455	4.09%	+75,612	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	311,049	0.51%	+13,830	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	100,261	0.16%	-59,101	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	95,016	0.15%	+2,466	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	State Street(R) SPDR(R) S&P Kensho Clean Power ETF Fund S000063360 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	46,309	0.08%	-2,142	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	21,092	0.03%	+100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7	Clal Insurance Enterprises Holdings Ltd 13F CIK 1376192 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,382,484	3.87%	+457,398	Jun 30, 2026	carried, not yet filed for the newest quarter
8	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,934,422	3.15%	+21,166	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	263,882	0.43%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	200,088	0.33%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	198,147	0.32%	+6,747	Jul 31, 2026	Dimensional ETF Trust, not summed
8.4	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	159,553	0.26%	+12,518	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.5	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	155,469	0.25%	+6,321	Jul 31, 2026	Dimensional ETF Trust, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,851,458	3.01%	+11,084	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,790,792	2.91%	-30,875	Jun 30, 2026	carried, not yet filed for the newest quarter
11	CANADA PENSION PLAN INVESTMENT BOARD 13F CIK 1283718 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,594,474	2.59%	+600	Jun 30, 2026	carried, not yet filed for the newest quarter
12	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,402,771	2.28%	+91,358	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Neuberger Intrinsic Value Fund Fund S000028676 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	324,043	0.53%	-16,034	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
12.2	Mid Cap Intrinsic Value Portfolio Fund S000008201 · Registered fund · Jun 30, 2026 NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST, not summed	10,067	0.02%	+4,564	Jun 30, 2026	NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST, not summed
12.3	Neuberger Mid Cap Intrinsic Value Fund Fund S000007846 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	2,658	0.00%	-28	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
13	Global Alpha Capital Management Ltd. 13F CIK 1584691 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,359,802	2.21%	-431,546	Jun 30, 2026	carried, not yet filed for the newest quarter
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,339,215	2.18%	+6,423	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	Harel Insurance Investments & Financial Services Ltd. 13F CIK 1429390 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,297,863	2.11%	+150,000	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Harel Insurance Investments & Financial Services Ltd. 13G CIK 1429390 · Unknown · Jun 30, 2026 Rule 13d-1(c), passive investor, not summed	4,367,852	7.10%	+1,304,904	Jun 30, 2026	Rule 13d-1(c), passive investor, not summed
16	Migdal Insurance & Financial Holdings Ltd. 13F CIK 1415912 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,201,526	1.95%	+40,000	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Migdal Insurance & Financial Holdings Ltd. 13G CIK 1415912 · Holding company · Jun 30, 2026 Rule 13d-1(c), passive investor, not summed	3,681,980	5.99%	+641,332	Jun 30, 2026	Rule 13d-1(c), passive investor, not summed
17	Y.D. More Investments Ltd 13F CIK 1870364 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,024,426	1.67%	+143,996	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,009,890	1.64%	+75,847	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Invesco S&P MidCap Momentum ETF Fund S000003056 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	753,737	1.23%	+92,998	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
18.2	Invesco WilderHill Clean Energy ETF Fund S000003053 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	61,092	0.10%	+10,164	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
18.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	49,286	0.08%	-7,858	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
18.4	Invesco S&P Midcap 400 Pure Growth ETF Fund S000060795 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	20,692	0.03%	-1,046	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
18.5	Invesco Global Clean Energy ETF Fund S000015279 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	15,293	0.02%	+1,542	Jul 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
19	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	920,187	1.50%	+189,611	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	102,471	0.17%	+19,493	Jul 31, 2026	Goldman Sachs Trust, not summed
19.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	34,915	0.06%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
19.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	12,687	0.02%	+1,272	May 31, 2026	Goldman Sachs ETF Trust, not summed
19.4	Goldman Sachs Clean Energy Income Fund Fund S000068536 · Registered fund · May 31, 2026 GOLDMAN SACHS TRUST, not summed	10,347	0.02%	-5,752	May 31, 2026	GOLDMAN SACHS TRUST, not summed
19.5	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	8,419	0.01%	-14,082	Jun 30, 2026	Goldman Sachs Trust, not summed
20	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	775,070	1.26%	+30,150	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	39,942	0.06%	+1,716	Jun 30, 2026	Northern Funds, not summed
20.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	31,792	0.05%	+3,357	Jun 30, 2026	Northern Funds, not summed
20.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	7,566	0.01%	+2,146	Jun 30, 2026	Northern Funds, not summed
20.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,210	0.00%	+104	Jul 31, 2026	FlexShares Trust, not summed
20.5	Multi-Manager Global Listed Infrastructure Fund Fund S000037667 · Registered fund · Jun 30, 2026 Northern Funds, not summed	1,903	0.00%	-1,698	Jun 30, 2026	Northern Funds, not summed
21	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	771,561	1.25%	+26,545	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	749,456	1.22%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	713,040	1.16%	+93,608	Jun 30, 2026	carried, not yet filed for the newest quarter
24	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	704,652	1.15%	+27,002	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	678,159	1.10%	-418,439	Jun 30, 2026	carried, not yet filed for the newest quarter
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	652,293	1.06%	-2,691	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	292,375	0.48%	-2,322	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	152,687	0.25%	+18,702	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	82,205	0.13%	-21,739	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	37,314	0.06%	+1,555	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	35,770	0.06%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27	MEITAV INVESTMENT HOUSE LTD 13F CIK 1398346 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	623,843	1.01%	+623,843	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Erste Asset Management GmbH 13F CIK 2024532 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	551,738	0.90%	+202,985	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Impax Asset Management Group plc 13F CIK 1749768 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	512,972	0.83%	-210,105	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Squarepoint Ops LLC 13F CIK 1642575 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	493,402	0.80%	+390,249	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Van Berkom & Associates Inc. 13F CIK 1524408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	479,792	0.78%	-98,942	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	445,718	0.72%	-13,682	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	2,209	0.00%	+61	Jul 31, 2026	BNY Mellon ETF Trust, not summed
33	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	438,362	0.71%	-41,177	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	94	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
34	JUPITER ASSET MANAGEMENT LTD 13F CIK 1215838 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	428,672	0.70%	+178,795	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Driehaus Capital Management LLC 13F CIK 938206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	424,510	0.69%	-47,257	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Driehaus Small Cap Growth Fund Fund S000058261 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	56,185	0.09%	+5,492	Jun 30, 2026	Driehaus Mutual Funds, not summed
35.2	Driehaus Small/Mid Cap Growth Fund Fund S000068519 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	5,306	0.01%	-1,426	Jun 30, 2026	Driehaus Mutual Funds, not summed
36	Altshuler Shaham Ltd 13F CIK 1324290 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	420,221	0.68%	+165,596	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	407,890	0.66%	+16,432	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Zurcher Kantonalbank (Zurich Cantonalbank) 13F CIK 1368163 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	398,714	0.65%	-50,783	Jun 30, 2026	carried, not yet filed for the newest quarter
39	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	385,812	0.63%	+173,829	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	DWS Small Cap Index VIP Fund S000006223 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	9,758	0.02%	+1,205	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
39.2	Xtrackers US Green Infrastructure Select Equity ETF Fund S000080471 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	1,084	0.00%	-4	May 29, 2026	DBX ETF Trust, not summed
39.3	Xtrackers S&P MidCap 400 Scored & Screened ETF Fund S000070348 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	82	0.00%	-26	May 29, 2026	DBX ETF Trust, not summed
40	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	355,297	0.58%	-104,105	Jun 30, 2026	carried, not yet filed for the newest quarter
41	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	344,557	0.56%	+210,900	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	686,757	1.12%	+82,886	Jul 31, 2026	Fidelity Salem Street Trust, not summed
41.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	313,361	0.51%	-5,460	May 31, 2026	Fidelity Concord Street Trust, not summed
41.3	Select Utilities Portfolio Fund S000007488 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	186,100	0.30%	—	May 31, 2026	Fidelity Select Portfolios, not summed
41.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	115,081	0.19%	+1,806	May 31, 2026	Fidelity Concord Street Trust, not summed
41.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	92,523	0.15%	+2,834	May 31, 2026	Fidelity Concord Street Trust, not summed
42	VANGUARD UTILITIES INDEX FUND Fund S000004445 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	336,927	0.55%	-55,687	May 31, 2026	VANGUARD WORLD FUND, not summed
43	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	313,857	0.51%	+11,126	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
44	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	302,091	0.49%	+280,652	Jun 30, 2026	carried, not yet filed for the newest quarter
45	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	283,685	0.46%	+61,251	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	283,522	0.46%	-174,015	Jun 30, 2026	carried, not yet filed for the newest quarter
47	STOREBRAND ASSET MANAGEMENT AS 13F CIK 1685676 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	276,940	0.45%	+10,642	Jun 30, 2026	carried, not yet filed for the newest quarter
48	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	261,214	0.42%	+110,594	Jun 30, 2026	carried, not yet filed for the newest quarter
49	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	248,969	0.40%	+12,428	Jun 30, 2026	carried, not yet filed for the newest quarter
50	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	247,009	0.40%	+90,656	Jun 30, 2026	carried, not yet filed for the newest quarter

71 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 1296445 CUSIP 686688102 13F (30d) 57 filings 50 filers Visit website Investor relations