OTIS · Otis Worldwide Corp · Shareholders & Ownership
$74.39
+1.52 (+2.09%)
At close · Oct 29
Return incl. dividend (before tax)
Q3 2026 earnings call transcript
Market Cap
$27.74B
Shares
380.67M
Volume · Oct 29
3.09M
Avg daily vol (3M)
4.16M
Every disclosed holder of OTIS in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns OTIS
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 356,840,008 | 93.74% |
| Insiders (Forms 3, 4, 5) | 487,152 | 0.13% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 23,342,179 | 6.13% |
| Registered funds (N-PORT, not summed) | 136,105,539 | 35.75% |
Shares outstanding: 380,669,339, 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 OTIS
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
31,620,354 | ||
| 1.1 |
iShares Core S&P 500 ETF
Fund
S000004310 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
5,278,085 | ||
| 1.2 |
iShares Russell Mid-Cap ETF
Fund
S000004338 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,581,164 | ||
| 1.3 |
iShares Core Dividend Growth ETF
Fund
S000045648 · Registered fund · Jul 31, 2026
iShares Trust, not summed
|
889,098 | ||
| 1.4 |
iShares Russell 1000 Value ETF
Fund
S000004345 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
856,387 | ||
| 1.5 |
iShares S&P 500 Value ETF
Fund
S000004312 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
630,820 | ||
| 2 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
25,061,198 | ||
| 3 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
19,956,721 | ||
| 4 |
|
16,664,994 | ||
| 4.1 |
State Street(R) Industrial Select Sector SPDR(R) ETF
Fund
S000006413 · Registered fund · Jun 30, 2026
SELECT SECTOR SPDR TRUST, not summed
|
2,261,621 | ||
| 4.2 |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
Fund
S000006983 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
915,599 | ||
| 4.3 |
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF
Fund
S000006985 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
466,791 | ||
| 4.4 |
State Street Equity 500 Index II Portfolio
Fund
S000046029 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
156,689 | ||
| 4.5 |
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF
Fund
S000051787 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
75,074 | ||
| 5 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,589,525 | ||
| 6 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
12,181,967 | ||
| 7 |
FRANKLIN RESOURCES INC
13F
CIK 38777 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
11,784,188 | ||
| 7.1 |
Putnam Large Cap Value Fund
Fund
S000005581 · Registered fund · Jul 31, 2026
Putnam Large Cap Value Fund, not summed
|
6,496,384 | ||
| 7.2 |
Putnam Core Equity Fund
Fund
S000029796 · Registered fund · Jul 31, 2026
Putnam Funds Trust, not summed
|
531,680 | ||
| 7.3 |
Putnam VT Large Cap Value Fund
Fund
S000003894 · Registered fund · Jun 30, 2026
Putnam Variable Trust, not summed
|
333,669 | ||
| 7.4 |
Franklin U.S. Mid Cap Multifactor Index ETF
Fund
S000057201 · Registered fund · Jun 30, 2026
Franklin Templeton ETF Trust, not summed
|
186,030 | ||
| 7.5 |
George Putnam Balanced Fund
Fund
S000005597 · Registered fund · Jul 31, 2026
George Putnam Balanced Fund, not summed
|
99,536 | ||
| 8 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,964,838 | ||
| 8.1 |
GLOBAL FRANCHISE PORTFOLIO
Fund
S000002830 · Registered fund · Jun 30, 2026
MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
|
326,285 | ||
| 8.2 |
Global Strategist Portfolio
Fund
S000004124 · Registered fund · Jun 30, 2026
MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
|
1,252 | ||
| 8.3 |
E*TRADE No Fee Large Cap Index Fund
Fund
S000090720 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
932 | ||
| 8.4 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
568 | ||
| 8.5 |
Global Strategist Portfolio
Fund
S000004181 · Registered fund · Jun 30, 2026
MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
|
166 | ||
| 9 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,109,592 | ||
| 9.1 |
Fidelity 500 Index Fund
Fund
S000006027 · Registered fund · Aug 31, 2026
Fidelity Concord Street Trust, not summed
|
4,980,980 | ||
| 9.2 |
Fidelity Dividend Growth Fund
Fund
S000007197 · Registered fund · Jul 31, 2026
Fidelity Securities Fund, not summed
|
1,599,000 | ||
| 9.3 |
Fidelity Series Large Cap Stock Fund
Fund
S000039214 · Registered fund · Jun 30, 2026
Fidelity Hastings Street Trust, not summed
|
1,579,784 | ||
| 9.4 |
Fidelity Mid Cap Index Fund
Fund
S000033637 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
|
1,455,737 | ||
| 9.5 |
Fidelity SAI U.S. Quality Index Fund
Fund
S000051137 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
|
1,346,663 | ||
| 10 |
VANGUARD 500 INDEX FUND
Fund
S000002839 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
9,942,351 | ||
| 11 |
NORGES BANK
13F
CIK 1374170 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
8,602,119 | ||
| 12 |
VANGUARD MID-CAP INDEX FUND
Fund
S000002844 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
8,315,376 | ||
| 13 |
Clearbridge Investments, LLC
13F
CIK 1348883 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
7,461,546 | ||
| 14 |
PRICE T ROWE ASSOCIATES INC /MD/
13F
CIK 80255 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,104,625 | ||
| 14.1 |
T. Rowe Price Value Fund, Inc.
Fund
S000002125 · Registered fund · Jun 30, 2026
T. ROWE PRICE VALUE FUND, INC., not summed
|
2,129,763 | ||
| 14.2 |
T. Rowe Price Equity Index 500 Fund
Fund
S000002089 · Registered fund · Jun 30, 2026
T. ROWE PRICE INDEX TRUST, INC., not summed
|
241,077 | ||
| 14.3 |
T. Rowe Price Spectrum Moderate Growth Allocation Fund
Fund
S000002138 · Registered fund · Aug 31, 2026
T. ROWE PRICE SPECTRUM FUNDS II, INC., not summed
|
52,800 | ||
| 14.4 |
T. Rowe Price Balanced Fund, Inc.
Fund
S000002068 · Registered fund · Jun 30, 2026
T. Rowe Price Balanced Fund, Inc., not summed
|
48,600 | ||
| 14.5 |
T. Rowe Price Spectrum Moderate Allocation Fund
Fund
S000002137 · Registered fund · Aug 31, 2026
T. ROWE PRICE SPECTRUM FUNDS II, INC., not summed
|
19,200 | ||
| 15 |
Mitsubishi UFJ Asset Management Co., Ltd.
13F
CIK 1466546 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,918,140 | ||
| 16 |
D. E. Shaw & Co., Inc.
13F
CIK 1009207 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,439,203 | ||
| 17 |
Independent Franchise Partners LLP
13F
CIK 1483866 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,152,104 | ||
| 17.1 |
Independent Franchise Partners US Equity Fund
Fund
S000032964 · Registered fund · Jun 30, 2026
Advisers Investment Trust, not summed
|
698,297 | ||
| 18 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,625,150 | ||
| 18.1 |
AQR Style Premia Alternative Fund
Fund
S000042050 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
196,762 | ||
| 18.2 |
AQR Large Cap Multi-Style Fund
Fund
S000040063 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
150,487 | ||
| 18.3 |
AQR Alternative Risk Premia Fund
Fund
S000058563 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
62,301 | ||
| 18.4 |
AQR Equity Market Neutral Fund
Fund
S000046740 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
43,576 | ||
| 18.5 |
AQR Long-Short Equity Fund
Fund
S000041116 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
39,144 | ||
| 19 |
Fiera Capital Corp
13F
CIK 1505817 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,138,739 | ||
| 20 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
13F
CIK 912938 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,103,431 | ||
| 20.1 |
MFS Mid Cap Value Fund
Fund
S000002499 · Registered fund · Jun 30, 2026
MFS SERIES TRUST XI, not summed
|
1,150,092 | ||
| 20.2 |
MFS Massachusetts Investors Growth Stock Fund
Fund
S000000695 · Registered fund · Aug 31, 2026
MFS Massachusetts Investors Growth Stock Fund, not summed
|
896,688 | ||
| 20.3 |
Massachusetts Investors Trust
Fund
S000000696 · Registered fund · Jun 30, 2026
MASSACHUSETTS INVESTORS TRUST, not summed
|
594,524 | ||
| 20.4 |
MFS Massachusetts Investors Growth Stock Portfolio
Fund
S000002639 · Registered fund · Jun 30, 2026
MFS VARIABLE INSURANCE TRUST II, not summed
|
94,150 | ||
| 20.5 |
MFS Global Growth Fund
Fund
S000002490 · Registered fund · Jul 31, 2026
MFS Series Trust VIII, not summed
|
83,086 | ||
| 21 |
PineStone Asset Management Inc.
13F
CIK 1904893 · Registered investment adviser · Sep 30, 2026
|
4,044,954 | ||
| 22 |
VAN ECK ASSOCIATES CORP
13F
CIK 869178 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,993,011 | ||
| 22.1 |
VanEck Morningstar Wide Moat ETF
Fund
S000036713 · Registered fund · Jun 30, 2026
VanEck ETF Trust, not summed
|
3,631,982 | ||
| 22.2 |
VanEck Morningstar SMID Moat ETF
Fund
S000077508 · Registered fund · Jun 30, 2026
VanEck ETF Trust, not summed
|
24,104 | ||
| 22.3 |
VanEck Morningstar Wide Moat Fund
Fund
S000059554 · Registered fund · Jun 30, 2026
VanEck Funds, not summed
|
11,259 | ||
| 22.4 |
VanEck Morningstar Wide Moat Value ETF
Fund
S000082154 · Registered fund · Jun 30, 2026
VanEck ETF Trust, not summed
|
730 | ||
| 23 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,953,975 | ||
| 23.1 |
Invesco S&P 500 Equal Weight ETF
Fund
S000060812 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
2,674,668 | ||
| 23.2 |
Invesco S&P 500 Equal Weight Industrials ETF
Fund
S000060815 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
185,654 | ||
| 23.3 |
Invesco Equally-Weighted S&P 500 Fund
Fund
S000027817 · Registered fund · May 31, 2026
AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
|
158,918 | ||
| 23.4 |
Invesco S&P 500 Revenue ETF
Fund
S000064593 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
76,285 | ||
| 23.5 |
Invesco MSCI USA ETF
Fund
S000058746 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
67,565 | ||
| 24 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,900,999 | ||
| 24.1 |
Stock Index Fund
Fund
S000001247 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
119,576 | ||
| 24.2 |
Income Equity Fund
Fund
S000001269 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
7,762 | ||
| 24.3 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
7,584 | ||
| 24.4 |
U.S. Quality ESG Fund
Fund
S000055816 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
2,717 | ||
| 24.5 |
FlexShares STOXX US ESG Select Index Fund
Fund
S000054498 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
1,620 | ||
| 25 |
BLS CAPITAL FONDSMAEGLERSELSKAB A/S
13F
CIK 1670104 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,885,445 | ||
| 26 |
VANGUARD VALUE INDEX FUND
Fund
S000002840 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
3,648,783 | ||
| 27 |
WELLINGTON MANAGEMENT GROUP LLP
13F
CIK 902219 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,335,941 | ||
| 28 |
Canoe Financial LP
13F
CIK 1908219 · Unknown · Sep 30, 2026
|
3,188,862 | ||
| 29 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,165,336 | ||
| 29.1 |
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
Fund
S000048295 · Registered fund · Aug 31, 2026
Goldman Sachs ETF Trust, not summed
|
232,799 | ||
| 29.2 |
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
Fund
S000058070 · Registered fund · Aug 31, 2026
Goldman Sachs ETF Trust, not summed
|
56,825 | ||
| 29.3 |
Goldman Sachs S&P 500 Premium Income ETF
Fund
S000081511 · Registered fund · Jun 30, 2026
Goldman Sachs ETF Trust, not summed
|
21,815 | ||
| 29.4 |
Goldman Sachs MarketBeta U.S. Equity ETF
Fund
S000066535 · Registered fund · Aug 31, 2026
Goldman Sachs ETF Trust, not summed
|
20,474 | ||
| 29.5 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Aug 31, 2026
GOLDMAN SACHS TRUST, not summed
|
12,999 | ||
| 30 |
ClearBridge Dividend Strategy Fund
Fund
S000016665 · Registered fund · Jun 30, 2026
Legg Mason Partners Investment Trust, not summed
|
3,141,400 | ||
| 31 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,138,794 | ||
| 32 |
CANADA PENSION PLAN INVESTMENT BOARD
13F
CIK 1283718 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,114,562 | ||
| 33 |
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
|
3,071,357 | ||
| 33.1 |
UBS U.S. Allocation Fund
Fund
S000002487 · Registered fund · Aug 31, 2026
UBS INVESTMENT TRUST, not summed
|
233 | ||
| 33.2 |
UBS GLOBAL ALLOCATION FUND
Fund
S000002979 · Registered fund · Jun 30, 2026
UBS FUNDS, not summed
|
89 | ||
| 34 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,021,264 | ||
| 35 |
Capital Research Global Investors
13F
CIK 1422848 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,896,828 | ||
| 36 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,741,590 | ||
| 36.1 |
BNY Mellon US Large Cap Core Equity ETF
Fund
S000067260 · Registered fund · Jul 31, 2026
BNY Mellon ETF Trust, not summed
|
32,469 | ||
| 37 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,642,922 | ||
| 38 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,480,957 | ||
| 38.1 |
Schwab S&P 500 Index Fund
Fund
S000005911 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
858,462 | ||
| 38.2 |
Schwab U.S. Large-Cap ETF
Fund
S000026632 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
407,473 | ||
| 38.3 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
231,711 | ||
| 38.4 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
229,652 | ||
| 38.5 |
Schwab U.S. Large-Cap Value ETF
Fund
S000026634 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
189,284 | ||
| 39 |
Legal & General Group Plc
13F
CIK 764068 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,479,254 | ||
| 40 |
SCHRODER INVESTMENT MANAGEMENT GROUP
13F
CIK 1086619 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,468,392 | ||
| 41 |
VANGUARD MID-CAP VALUE INDEX FUND
Fund
S000012757 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
2,464,545 | ||
| 42 |
Clean Energy Transition LLP
13F
CIK 1911523 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,305,007 | ||
| 43 |
Guinness Asset Management LTD
13F
CIK 1409661 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,202,384 | ||
| 44 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,154,445 | ||
| 45 |
VANGUARD INSTITUTIONAL INDEX FUND
Fund
S000002853 · Registered fund · Jun 30, 2026
VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
|
2,083,262 | ||
| 46 |
PRIMECAP MANAGEMENT CO/CA/
13F
CIK 763212 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,055,440 | ||
| 46.1 |
VANGUARD PRIMECAP FUND
Fund
S000002568 · Registered fund · Jun 30, 2026
VANGUARD CHESTER FUNDS, not summed
|
1,811,000 | ||
| 46.2 |
VANGUARD PRIMECAP CORE FUND
Fund
S000002581 · Registered fund · Jun 30, 2026
VANGUARD FENWAY FUNDS, not summed
|
158,990 | ||
| 46.3 |
PRIMECAP PORTFOLIO
Fund
S000004397 · Registered fund · Jun 30, 2026
VANGUARD VARIABLE INSURANCE FUNDS, not summed
|
42,250 | ||
| 46.4 |
PRIMECAP Odyssey Stock Fund
Fund
S000005539 · Registered fund · Jul 31, 2026
PRIMECAP Odyssey Funds, not summed
|
36,200 | ||
| 47 |
VANGUARD EQUITY INCOME FUND
Fund
S000002579 · Registered fund · Jun 30, 2026
VANGUARD FENWAY FUNDS, not summed
|
2,015,026 | ||
| 48 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,963,270 | ||
| 48.1 |
U.S. CORE EQUITY 1 PORTFOLIO
Fund
S000000979 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
266,929 | ||
| 48.2 |
U.S. CORE EQUITY 2 PORTFOLIO
Fund
S000000980 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
256,975 | ||
| 48.3 |
THE U.S. LARGE CAP VALUE SERIES
Fund
S000000993 · Registered fund · Jul 31, 2026
DFA INVESTMENT TRUST CO, not summed
|
231,037 | ||
| 48.4 |
Dimensional U.S. Core Equity 2 ETF
Fund
S000070903 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
204,324 | ||
| 48.5 |
Dimensional U.S. Equity Market ETF
Fund
S000070902 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
117,632 | ||
| 49 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,953,085 | ||
| 50 |
|
1,908,190 |
153 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.
Showing 1–50 of 1,519 holders
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Key facts
CIK
1781335
CUSIP
68902V107
13F (30d)
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