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$90.35 +1.08 (+1.21%)
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$100.63B
Shares
1.13B
Volume · Oct 20 6.2M Avg daily vol (3M) 5.97M

Every disclosed holder of SO 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 SO

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) 878,216,324 77.90%
Insiders (Forms 3, 4, 5) 1,380,420 0.12%
13D/G-only blocks 0 0.00%
Remaining 247,704,354 21.97%
Registered funds (N-PORT, not summed) 398,069,844 35.31%

Shares outstanding: 1,127,301,098, 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 SO

One row per holder Every filing By ultimate parent
All 13F Funds Insiders 13D/G Non-US
# Holder Shares
1
BlackRock, Inc.
13F CIK 2012383 · Holding company · Jun 30, 2026
Classes SO, SOMN, carried, not yet filed for the newest quarter
 95,452,619
1.1
iShares Core S&P 500 ETF
Fund S000004310 · Registered fund · Jun 30, 2026
iShares Trust, not summed
 15,506,047
1.2
iShares MSCI USA Min Vol Factor ETF
Fund S000031838 · Registered fund · Jul 31, 2026
iShares Trust, not summed
 3,600,891
1.3
iShares Core Dividend Growth ETF
Fund S000045648 · Registered fund · Jul 31, 2026
iShares Trust, not summed
 3,455,830
1.4
iShares Global Infrastructure ETF
Fund S000019356 · Registered fund · Jun 30, 2026
iShares Trust, not summed
 3,182,283
1.5
iShares Russell 1000 Value ETF
Fund S000004345 · Registered fund · Jun 30, 2026
iShares Trust, not summed
 2,520,510
2
VANGUARD CAPITAL MANAGEMENT LLC
13F CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
 73,665,124
3
Capital World Investors
13F CIK 1422849 · Investment adviser · Jun 30, 2026
Classes SO, SOMN, carried, not yet filed for the newest quarter
 70,655,985
4
STATE STREET CORP
13F CIK 93751 · Bank · Jun 30, 2026
Classes SO, SOMN, carried, not yet filed for the newest quarter
 65,416,512
4.1
State Street(R) Utilities Select Sector SPDR(R) ETF
Fund S000006416 · Registered fund · Jun 30, 2026
SELECT SECTOR SPDR TRUST, not summed
 18,343,529
4.2
State Street(R) SPDR(R) S&P(R) Dividend ETF
Fund S000006981 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
 2,966,734
4.3
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
Fund S000006983 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
 2,689,063
4.4
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF
Fund S000006985 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
 1,371,377
4.5
State Street Equity 500 Index II Portfolio
Fund S000046029 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
 413,759
5
PRICE T ROWE ASSOCIATES INC /MD/
13F CIK 80255 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
 46,415,904
5.1
T. Rowe Price Value Fund, Inc.
Fund S000002125 · Registered fund · Jun 30, 2026
T. ROWE PRICE VALUE FUND, INC., not summed
 5,472,270
5.2
T. Rowe Price Equity Income Fund
Fund S000002076 · Registered fund · Jun 30, 2026
T. ROWE PRICE EQUITY INCOME FUND, INC., not summed
 3,564,000
5.3
T. Rowe Price Global Stock Fund
Fund S000001497 · Registered fund · Jul 31, 2026
T. ROWE PRICE INTERNATIONAL FUNDS, INC., not summed
 1,664,700
5.4
T. Rowe Price U.S. Large-Cap Core Fund, Inc.
Fund S000026126 · Registered fund · Jun 30, 2026
T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC., not summed
 1,650,580
5.5
T. Rowe Price Dividend Growth Fund, Inc.
Fund S000002075 · Registered fund · Jun 30, 2026
T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed
 1,022,640
6
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
 35,818,373
7
JPMORGAN CHASE & CO
13F CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
 32,778,201
8
GEODE CAPITAL MANAGEMENT, LLC
13F CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
 29,315,285
9
VANGUARD 500 INDEX FUND
Fund S000002839 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
 29,223,029
10
VANGUARD PORTFOLIO MANAGEMENT LLC
13F CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
 27,023,691
11
FRANKLIN RESOURCES INC
13F CIK 38777 · Investment adviser · Jun 30, 2026
Classes SO, SOMN, carried, not yet filed for the newest quarter
 23,578,266
11.1
Franklin Income Fund
Fund S000006756 · Registered fund · Jun 30, 2026
Franklin Custodian Funds, not summed
 9,000,000
11.2
Franklin Utilities Fund
Fund S000006758 · Registered fund · Jun 30, 2026
Franklin Custodian Funds, not summed
 4,000,000
11.3
Franklin Managed Income Fund
Fund S000012705 · Registered fund · Jul 31, 2026
Franklin Investors Securities Trust, not summed
 500,000
11.4
Franklin Income VIP Fund
Fund S000007329 · Registered fund · Jun 30, 2026
Franklin Templeton Variable Insurance Products Trust, not summed
 450,000
11.5
Franklin Income Focus ETF
Fund S000080465 · Registered fund · Jun 30, 2026
Franklin Templeton ETF Trust, not summed
 139,331
12
FMR LLC
13F CIK 315066 · Holding company · Jun 30, 2026
Classes SO, SOMN, carried, not yet filed for the newest quarter
 22,967,503
12.1
Fidelity 500 Index Fund
Fund S000006027 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
 14,090,838
12.2
Fidelity Total Market Index Fund
Fund S000006026 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
 2,081,883
12.3
Strategic Advisers U.S. Total Stock Fund
Fund S000084926 · Registered fund · May 31, 2026
Fidelity Rutland Square Trust II, not summed
 1,999,190
12.4
Fidelity SAI U.S. Low Volatility Index Fund
Fund S000049309 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
 1,852,985
12.5
Strategic Advisers Fidelity U.S. Total Stock Fund
Fund S000061481 · Registered fund · May 31, 2026
Fidelity Rutland Square Trust II, not summed
 1,824,581
13
Income Fund of America
Fund S000008814 · Registered fund · Jul 31, 2026
Income Fund of America, not summed
 20,394,481
14
GOLDMAN SACHS GROUP INC
13F CIK 886982 · Holding company · Jun 30, 2026
Classes SO, SOMN, carried, not yet filed for the newest quarter
 14,601,681
14.1
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
Fund S000048295 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
 143,164
14.2
Goldman Sachs U.S. Equity Dividend and Premium Fund
Fund S000009324 · Registered fund · Jun 30, 2026
GOLDMAN SACHS TRUST, not summed
 118,080
14.3
Goldman Sachs S&P 500 Premium Income ETF
Fund S000081511 · Registered fund · Jun 30, 2026
Goldman Sachs ETF Trust, not summed
 99,942
14.4
Goldman Sachs MarketBeta U.S. Equity ETF
Fund S000066535 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
 54,640
14.5
Goldman Sachs Absolute Return Tracker Fund
Fund S000020314 · Registered fund · Jun 30, 2026
GOLDMAN SACHS TRUST, not summed
 39,316
15
NORGES BANK
13F CIK 1374170 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
 14,358,862
16
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
13F CIK 912938 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
 13,831,354
16.1
MFS Value Fund
Fund S000000769 · Registered fund · May 31, 2026
MFS SERIES TRUST I, not summed
 7,803,904
16.2
MFS Utilities Fund
Fund S000002470 · Registered fund · Jul 31, 2026
MFS Series Trust VI, not summed
 1,057,301
16.3
Massachusetts Investors Trust
Fund S000000696 · Registered fund · Jun 30, 2026
MASSACHUSETTS INVESTORS TRUST, not summed
 543,224
16.4
MFS Utilities Series
Fund S000002671 · Registered fund · Jun 30, 2026
MFS VARIABLE INSURANCE TRUST, not summed
 488,890
16.5
MFS Value Series
Fund S000002672 · Registered fund · Jun 30, 2026
MFS VARIABLE INSURANCE TRUST, not summed
 287,969
17
MORGAN STANLEY
13F CIK 895421 · Holding company · Jun 30, 2026
Classes SO, SOMN, carried, not yet filed for the newest quarter
 13,593,077
17.1
Global Strategist Portfolio
Fund S000004124 · Registered fund · Jun 30, 2026
MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
 3,493
17.2
E*TRADE No Fee Large Cap Index Fund
Fund S000090720 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
 2,351
17.3
E*TRADE No Fee Total Market Index Fund
Fund S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
 1,709
17.4
Global Strategist Portfolio
Fund S000004181 · Registered fund · Jun 30, 2026
MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
 461
18
Washington Mutual Investors Fund
Fund S000009388 · Registered fund · Jul 31, 2026
Washington Mutual Investors Fund, not summed
 12,688,529
19
American Balanced Fund
Fund S000008801 · Registered fund · Jun 30, 2026
American Balanced Fund, not summed
 12,222,797
20
AMERIPRISE FINANCIAL INC
13F CIK 820027 · Investment adviser · Jun 30, 2026
Classes SO, SOMN, carried, not yet filed for the newest quarter
 10,863,803
20.1
Columbia Dividend Income Fund
Fund S000012079 · Registered fund · May 31, 2026
COLUMBIA FUNDS SERIES TRUST I, not summed
 5,387,833
20.2
CTIVP - T. Rowe Price Large Cap Value Fund
Fund S000028696 · Registered fund · Jun 30, 2026
Columbia Funds Variable Series Trust II, not summed
 358,303
20.3
Multi-Manager Value Strategies Fund
Fund S000036208 · Registered fund · May 31, 2026
Columbia Funds Series Trust II, not summed
 202,146
20.4
Variable Portfolio - Partners Core Equity Fund
Fund S000019859 · Registered fund · Jun 30, 2026
Columbia Funds Variable Series Trust II, not summed
 191,460
20.5
Columbia Dividend Opportunity Fund
Fund S000031365 · Registered fund · May 31, 2026
Columbia Funds Series Trust II, not summed
 121,900
21
VANGUARD VALUE INDEX FUND
Fund S000002840 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
 10,739,839
22
NORTHERN TRUST CORP
13F CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
 9,755,332
22.1
FlexShares STOXX Global Broad Infrastructure Index Fund
Fund S000042071 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
 466,026
22.2
Stock Index Fund
Fund S000001247 · Registered fund · Jun 30, 2026
Northern Funds, not summed
 334,932
22.3
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
 32,548
22.4
FlexShares US Quality Large Cap Index Fund
Fund S000050614 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
 28,224
22.5
Income Equity Fund
Fund S000001269 · Registered fund · Jun 30, 2026
Northern Funds, not summed
 15,812
23
ROYAL BANK OF CANADA
13F CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
 8,721,450
24
BANK OF AMERICA CORP /DE/
13F CIK 70858 · Bank · Jun 30, 2026
Classes SO, SOMN, carried, not yet filed for the newest quarter
 8,535,822
25
Legal & General Group Plc
13F CIK 764068 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
 7,703,017
26
VANGUARD UTILITIES INDEX FUND
Fund S000004445 · Registered fund · May 31, 2026
VANGUARD WORLD FUND, not summed
 7,664,343
27
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
 7,386,604
27.1
Schwab S&P 500 Index Fund
Fund S000005911 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
 2,518,302
27.2
Schwab U.S. Large-Cap ETF
Fund S000026632 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
 1,169,157
27.3
Schwab Total Stock Market Index Fund
Fund S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
 684,930
27.4
Schwab U.S. Broad Market ETF
Fund S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
 652,626
27.5
Schwab Fundamental U.S. Large Company ETF
Fund S000040877 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
 571,646
28
Bank of New York Mellon Corp
13F CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
 7,278,460
28.1
BNY Mellon US Large Cap Core Equity ETF
Fund S000067260 · Registered fund · Jul 31, 2026
BNY Mellon ETF Trust, not summed
 93,210
29
Russell Investments Group, Ltd.
13F CIK 1692234 · Unknown · Jun 30, 2026
Classes SO, SOMN, carried, not yet filed for the newest quarter
 6,689,322
29.1
U.S. Strategic Equity Fund
Fund S000037466 · Registered fund · Jul 31, 2026
RUSSELL INVESTMENT CO, not summed
 51,749
29.2
Tax-Managed Real Assets Fund
Fund S000064943 · Registered fund · Jul 31, 2026
RUSSELL INVESTMENT CO, not summed
 48,743
29.3
Global Infrastructure Fund
Fund S000029198 · Registered fund · Jul 31, 2026
RUSSELL INVESTMENT CO, not summed
 35,432
29.4
U.S. Strategic Equity Fund
Fund S000006863 · Registered fund · Jun 30, 2026
RUSSELL INVESTMENT FUNDS, not summed
 13,551
29.5
Multifactor U.S. Equity Fund
Fund S000045902 · Registered fund · Jul 31, 2026
RUSSELL INVESTMENT CO, not summed
 2,664
30
VANGUARD FIDUCIARY TRUST CO
13F CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
 6,330,286
31
Boston Partners
13F CIK 1386060 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
 6,174,426
32
VANGUARD INSTITUTIONAL INDEX FUND
Fund S000002853 · Registered fund · Jun 30, 2026
VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
 6,119,593
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
 5,681,674
33.1
UBS U.S. Allocation Fund
Fund S000002487 · Registered fund · May 31, 2026
UBS INVESTMENT TRUST, not summed
 1,630
33.2
UBS GLOBAL ALLOCATION FUND
Fund S000002979 · Registered fund · Jun 30, 2026
UBS FUNDS, not summed
 692
34
Invesco Ltd.
13F CIK 914208 · Investment adviser · Jun 30, 2026
Classes SO, SOMN, carried, not yet filed for the newest quarter
 5,627,317
34.1
Invesco S&P 500 Equal Weight ETF
Fund S000060812 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
 1,981,700
34.2
Invesco S&P 500 Low Volatility ETF
Fund S000030967 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
 869,237
34.3
Invesco S&P 100 Equal Weight ETF
Fund S000013106 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
 278,016
34.4
Invesco RAFI US 1000 ETF
Fund S000011995 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
 212,446
34.5
Invesco MSCI USA ETF
Fund S000058746 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
 190,913
35
WELLINGTON MANAGEMENT GROUP LLP
13F CIK 902219 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
 5,519,410
35.1
VANGUARD ENERGY OPPORTUNITIES FUND
Fund S000002921 · Registered fund · Jul 31, 2026
VANGUARD SPECIALIZED FUNDS, not summed
 2,316,559
36
Capital World Growth & Income Fund
Fund S000009001 · Registered fund · May 31, 2026
Capital World Growth & Income Fund, not summed
 5,401,902
37
VOYA INVESTMENT MANAGEMENT LLC
13F CIK 1068837 · Registered investment adviser · Jun 30, 2026
Classes SO, SOMN, carried, not yet filed for the newest quarter
 5,047,883
38
Nuveen, LLC
13F CIK 1871926 · Unknown · Jun 30, 2026
Classes SO, SOMN, carried, not yet filed for the newest quarter
 4,876,684
38.1
Nuveen Equity Index Fund
Fund S000005360 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
 933,661
38.2
College Retirement Equities Fund - Total Global Stock Account
Fund S000005080 · Registered fund · Jun 30, 2026
College Retirement Equities Fund, not summed
 884,817
38.3
College Retirement Equities Fund - S&P 500 Index Account
Fund S000005083 · Registered fund · Jun 30, 2026
College Retirement Equities Fund, not summed
 482,567
38.4
Nuveen Large Cap Value Index Fund
Fund S000005388 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
 411,294
38.5
Nuveen Dividend Value Fund
Fund S000005579 · Registered fund · Jul 31, 2026
Nuveen Investment Funds, Inc., not summed
 370,665
39
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
Fund S000014011 · Registered fund · Jul 31, 2026
VANGUARD WHITEHALL FUNDS, not summed
 4,544,174
40
Amundi
13F CIK 1330387 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
 4,447,873
41
WELLS FARGO & COMPANY/MN
13F CIK 72971 · Bank · Jun 30, 2026
Classes SO, SOMN, carried, not yet filed for the newest quarter
 4,311,611
42
JPMorgan Equity Premium Income ETF
Fund S000068402 · Registered fund · Jun 30, 2026
J.P. Morgan Exchange-Traded Fund Trust, not summed
 3,830,470
43
Pictet Asset Management Holding SA
13F CIK 1993888 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
 3,766,323
44
UBS Group AG
13F CIK 1610520 · Bank · Jun 30, 2026
Classes SO, SOMN, carried, not yet filed for the newest quarter
 3,716,946
45
MANUFACTURERS LIFE INSURANCE COMPANY, THE
13F CIK 928047 · Unknown · Jun 30, 2026
Classes SO, SOMN, carried, not yet filed for the newest quarter
 3,414,666
45.1
Disciplined Value Fund
Fund S000023715 · Registered fund · Jun 30, 2026
John Hancock Funds III, not summed
 2,406,176
45.2
Infrastructure Fund
Fund S000043448 · Registered fund · Jul 31, 2026
John Hancock Investment Trust, not summed
 462,876
45.3
Equity Income Fund
Fund S000003317 · Registered fund · May 31, 2026
John Hancock Funds II, not summed
 125,760
45.4
U.S. Sector Rotation Fund
Fund S000055171 · Registered fund · May 31, 2026
John Hancock Funds II, not summed
 92,351
45.5
Diversified Real Assets Fund
Fund S000061352 · Registered fund · Jun 30, 2026
John Hancock Investment Trust, not summed
 32,609
46
RAYMOND JAMES FINANCIAL INC
13F CIK 720005 · Unknown · Jun 30, 2026
Classes SO, SOMN, carried, not yet filed for the newest quarter
 3,310,257
47
LPL Financial LLC
13F CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
 3,203,334
48
Swiss National Bank
13F CIK 1582202 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
 3,179,600
49
American Funds Fundamental Investors
Fund S000009227 · Registered fund · Jun 30, 2026
American Funds Fundamental Investors, not summed
 3,100,000
50
Mawer Investment Management Ltd.
13F CIK 1538449 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
 3,023,312

181 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 2,696 holders

Create a free account to page through every holder, filter by source and group by ultimate parent.

Key facts CIK 92122 CUSIP 842587107 13F (30d) 471 filings 445 filers Visit website Investor relations