PRU · Prudential Financial Inc · Shareholders & Ownership

$115.27 +1.60 (+1.41%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$39.22B

345.00M

Volume · Oct 20 1.86M Avg daily vol (3M) 1.7M

Every disclosed holder of PRU 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 PRU

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)	1,430	217,999,534	63.19%	Yes
Insiders (Forms 3, 4, 5)	22	6,984,487	2.02%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	120,015,979	34.79%	Rest
Registered funds (N-PORT, not summed)	653	95,469,799	27.67%	No

Shares outstanding: 345,000,000, 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 PRU

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	32,497,736	9.42%	-968,631	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,773,501	1.38%	+317,383	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Select Dividend ETF Fund S000004334 · Registered fund · Jul 31, 2026 iShares Trust, not summed	4,253,450	1.23%	-41,128	Jul 31, 2026	iShares Trust, not summed
1.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,428,819	0.41%	+101,830	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	776,296	0.23%	-23,858	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	572,108	0.17%	-29,936	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	22,636,013	6.56%	+54,999	Jun 30, 2026	carried, not yet filed for the newest quarter
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	17,164,760	4.98%	+209,179	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	State Street(R) Financial Select Sector SPDR(R) ETF Fund S000006411 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	2,347,172	0.68%	-10,373	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
3.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	825,765	0.24%	+94,270	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF Fund S000050968 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	804,336	0.23%	+14,022	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	422,118	0.12%	+10,598	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	137,502	0.04%	+14,700	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	16,320,636	4.73%	+33,045	Jun 30, 2026	carried, not yet filed for the newest quarter
5	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,259,368	3.26%	+220,039	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	11,016,751	3.19%	-27,132	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,991,172	2.61%	+147,489	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,519,007	2.18%	+3,554	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	PRUDENTIAL INSURANCE CO OF AMERICA Insider CIK 729057 · Apr 29, 2026 10% Owner, issuer-wide	6,143,238	1.78%	—	Apr 29, 2026	10% Owner, issuer-wide
10	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,881,885	1.70%	-272,669	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	1,117	0.00%	-63	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
10.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	710	0.00%	+79	Jul 31, 2026	E Trade Trust, not summed
10.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	498	0.00%	+101	Jul 31, 2026	E Trade Trust, not summed
10.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	148	0.00%	-12	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
11	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,121,051	1.48%	+354,376	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,773,221	0.51%	-4,146	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
11.2	Invesco S&P 500 High Dividend Low Volatility ETF Fund S000038520 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	600,953	0.17%	+3,487	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
11.3	Invesco S&P Ultra Dividend Revenue ETF Fund S000064597 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	540,301	0.16%	+116,730	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
11.4	Invesco S&P 500 Revenue ETF Fund S000064593 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	284,963	0.08%	+71,516	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
11.5	Invesco High Yield Equity Dividend AchieversTM ETF Fund S000003045 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	233,035	0.07%	+1,255	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
12	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,876,829	1.41%	-223,421	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	296,338	0.09%	0	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
12.2	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	183,038	0.05%	+41,781	May 31, 2026	Goldman Sachs ETF Trust, not summed
12.3	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	34,933	0.01%	+4,105	May 31, 2026	Goldman Sachs ETF Trust, not summed
12.4	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	27,377	0.01%	+14,401	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
12.5	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	17,614	0.01%	-551	May 31, 2026	Goldman Sachs ETF Trust, not summed
13	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,138,883	1.20%	-22,607	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	FlexShares Quality Dividend Index Fund Fund S000038873 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	115,286	0.03%	+14,306	Jul 31, 2026	FlexShares Trust, not summed
13.2	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	102,747	0.03%	+6,382	Jun 30, 2026	Northern Funds, not summed
13.3	Income Equity Fund Fund S000001269 · Registered fund · Jun 30, 2026 Northern Funds, not summed	16,408	0.00%	-370	Jun 30, 2026	Northern Funds, not summed
13.4	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	16,139	0.00%	0	Jun 30, 2026	Northern Funds, not summed
13.5	FlexShares Quality Dividend Defensive Index Fund Fund S000038875 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	14,022	0.00%	-171	Jul 31, 2026	FlexShares Trust, not summed
14	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,030,890	1.17%	+1,474,142	Jun 30, 2026	carried, not yet filed for the newest quarter
15	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,909,820	1.13%	+151,275	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	785,103	0.23%	0	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
15.2	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	402,962	0.12%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	328,961	0.10%	+12,795	Jul 31, 2026	Dimensional ETF Trust, not summed
15.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	251,951	0.07%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15.5	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	214,059	0.06%	-1,662	Jul 31, 2026	Dimensional ETF Trust, not summed
16	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,299,601	0.96%	+80,273	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	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	3,106,298	0.90%	+1,220	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	257	0.00%	-46	May 31, 2026	UBS INVESTMENT TRUST, not summed
17.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	114	0.00%	+17	Jun 30, 2026	UBS FUNDS, not summed
18	NIPPON LIFE INSURANCE CO 13F CIK 905591 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,560,000	0.74%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,496,215	0.72%	+33,590	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	777,622	0.23%	+6,012	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	367,610	0.11%	+6,451	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	293,043	0.08%	-1,557	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	209,944	0.06%	+5,761	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	205,208	0.06%	+2,074	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,343,813	0.68%	-320,880	Jun 30, 2026	carried, not yet filed for the newest quarter
21	VANGUARD MID-CAP VALUE INDEX FUND Fund S000012757 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,228,724	0.65%	-33,476	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,226,087	0.65%	+27,495	Jun 30, 2026	carried, not yet filed for the newest quarter
23	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,074,624	0.60%	+895,697	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	182,406	0.05%	+129,810	Jun 30, 2026	AQR Funds, not summed
23.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	46,361	0.01%	+11,627	Jun 30, 2026	AQR Funds, not summed
23.3	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	41,112	0.01%	+41,111	Jun 30, 2026	AQR Funds, not summed
23.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	29,101	0.01%	—	Jun 30, 2026	AQR Funds, not summed
23.5	AQR Global Fund Fund S000024170 · Registered fund · Jun 30, 2026 AQR Funds, not summed	6,946	0.00%	-3,431	Jun 30, 2026	AQR Funds, not summed
24	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,948,454	0.56%	-9,963	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,936,948	0.56%	-59,127	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	29,780	0.01%	+32	Jul 31, 2026	BNY Mellon ETF Trust, not summed
26	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,936,042	0.56%	+38,815	Jun 30, 2026	carried, not yet filed for the newest quarter
27	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,883,988	0.55%	-77,372	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
28	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,860,121	0.54%	-163,678	Jun 30, 2026	carried, not yet filed for the newest quarter
29	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,613,292	0.47%	+25,045	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	First Trust Morningstar Dividend Leaders Index Fund Fund S000010976 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	887,181	0.26%	-65,531	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
29.2	First Trust Value Line Dividend Index Fund Fund S000013817 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	289,516	0.08%	-70,070	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
29.3	First Trust Financials AlphaDEX Fund Fund S000017699 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	94,128	0.03%	-3,757	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
29.4	First Trust Large Cap Value AlphaDEX Fund Fund S000017340 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	89,109	0.03%	-3,581	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
29.5	First Trust Large Cap Core AlphaDEX Fund Fund S000017337 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	39,166	0.01%	-11,136	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
30	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,560,947	0.45%	-45,288	Jun 30, 2026	carried, not yet filed for the newest quarter
31	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,461,615	0.42%	-39,590	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	24,381	0.01%	+4,289	May 29, 2026	DBX ETF Trust, not summed
31.2	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	10,821	0.00%	-379	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
31.3	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	10,496	0.00%	—	May 29, 2026	DBX ETF Trust, not summed
31.4	Xtrackers MSCI USA Selection Equity ETF Fund S000064994 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	5,721	0.00%	-473	May 29, 2026	DBX ETF Trust, not summed
31.5	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	4,812	0.00%	0	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
32	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	1,400,462	0.41%	+20,100	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
33	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,265,046	0.37%	-96,646	Jun 30, 2026	carried, not yet filed for the newest quarter
34	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,138,427	0.33%	+305,738	Jun 30, 2026	carried, not yet filed for the newest quarter
35	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,038,602	0.30%	-64,133	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Swiss National Bank 13F CIK 1582202 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	981,100	0.28%	-46,100	Jun 30, 2026	carried, not yet filed for the newest quarter
37	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	967,674	0.28%	-31,182	Jun 30, 2026	carried, not yet filed for the newest quarter
38	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	954,464	0.28%	-89,688	Jun 30, 2026	carried, not yet filed for the newest quarter
39	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	940,303	0.27%	-19,727	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	4,453,363	1.29%	-829	May 31, 2026	Fidelity Concord Street Trust, not summed
39.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,318,324	0.38%	+21,092	Jul 31, 2026	Fidelity Salem Street Trust, not summed
39.3	Fidelity High Dividend ETF Fund S000054749 · Registered fund · Jul 31, 2026 Fidelity Covington Trust, not summed	1,249,127	0.36%	+66,426	Jul 31, 2026	Fidelity Covington Trust, not summed
39.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	657,824	0.19%	+3,431	May 31, 2026	Fidelity Concord Street Trust, not summed
39.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	532,148	0.15%	+13,656	May 31, 2026	Fidelity Concord Street Trust, not summed
40	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	914,312	0.27%	-252,642	Jun 30, 2026	carried, not yet filed for the newest quarter
41	STIFEL FINANCIAL CORP 13F CIK 720672 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	876,455	0.25%	+822	Jun 30, 2026	carried, not yet filed for the newest quarter
42	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Jun 30, 2026 carried, not yet filed for the newest quarter	868,427	0.25%	+22,898	Jun 30, 2026	carried, not yet filed for the newest quarter
43	ZACKS INVESTMENT MANAGEMENT 13F CIK 1086483 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	852,382	0.25%	-685	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Zacks Dividend Fund Fund S000081340 · Registered fund · May 31, 2026 Zacks Trust, not summed	18,828	0.01%	-1,300	May 31, 2026	Zacks Trust, not summed
44	National Pension Service 13F CIK 1608046 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	840,126	0.24%	+35,677	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	839,831	0.24%	-968	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	286,266	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
45.2	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	149,315	0.04%	-8,495	Jun 30, 2026	College Retirement Equities Fund, not summed
45.3	Nuveen Large Cap Value Index Fund Fund S000005388 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	127,350	0.04%	-7,897	Jul 31, 2026	TIAA-CREF Funds, not summed
45.4	Nuveen ESG Mid-Cap Value ETF Fund S000055814 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	78,674	0.02%	+4,603	Jul 31, 2026	NuShares ETF Trust, not summed
45.5	Nuveen S&P 500 Index Fund Fund S000005361 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	73,201	0.02%	-3,497	Jul 31, 2026	TIAA-CREF Funds, not summed
46	Mitsubishi UFJ Asset Management Co., Ltd. 13F CIK 1466546 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	837,696	0.24%	+53,094	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD ASSET MANAGEMENT, Ltd 13F CIK 1680208 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	784,947	0.23%	+80,244	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Vanguard Global Advisers, LLC 13F CIK 1811242 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	765,933	0.22%	-12,676	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Sumitomo Mitsui Trust Group, Inc. 13F CIK 1475365 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	762,493	0.22%	-4,013	Jun 30, 2026	carried, not yet filed for the newest quarter
50	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	739,294	0.21%	+19,451	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1137774 CUSIP 744320102 13F (30d) 274 filings 248 filers Visit website Investor relations