VEEV · Veeva Systems Inc · Shareholders & Ownership

$318.67 +1.87 (+0.59%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$51.57B

161.91M

Volume · Oct 20 1.81M Avg daily vol (3M) 1.7M

Every disclosed holder of VEEV 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 VEEV

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)	1,108	144,671,088	89.35%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	2	21,039,594	12.99%	Yes
Remaining	—	3,801,832	-2.35%	Negative
Registered funds (N-PORT, not summed)	810	54,871,022	33.89%	No

Shares outstanding: 161,908,850, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

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 VEEV

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	Peter P. Gassner 13G CIK 1585821 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor	14,458,241	8.93%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	12,862,503	7.94%	+1,303,628	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	11,852,786	7.32%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,064,903	1.28%	—	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	614,174	0.38%	+43,863	Jun 30, 2026	iShares Trust, not summed
2.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	332,451	0.21%	+262,917	Jun 30, 2026	iShares Trust, not summed
2.5	iShares U.S. Healthcare Providers ETF Fund S000009418 · Registered fund · Jun 30, 2026 iShares Trust, not summed	264,312	0.16%	+100,314	Jun 30, 2026	iShares Trust, not summed
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,692,862	5.99%	+3,022,544	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	VANGUARD CAPITAL MANAGEMENT LLC 13G CIK 2100119 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	11,205,281	6.92%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,414,743	4.58%	+38,712	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,706,909	4.14%	+3,098,254	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) Health Care Select Sector SPDR(R) ETF Fund S000006412 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,060,718	0.66%	—	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
5.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	357,906	0.22%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF Fund S000006984 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	138,966	0.09%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	69,164	0.04%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	56,400	0.03%	—	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6	Artisan Partners Limited Partnership 13G CIK 1466153 · Registered investment adviser · Dec 31, 2023 Rule 13d-1(b), qualified institution	6,581,353	4.06%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution
7	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,979,210	3.08%	+837,665	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	MidCap Fund Fund S000007075 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	2,875,695	1.78%	-43,320	Jul 31, 2026	Principal Funds, Inc, not summed
7.2	Blue Chip Fund Fund S000037378 · Registered fund · May 31, 2026 Principal Funds, Inc, not summed	443,519	0.27%	+135,897	May 31, 2026	Principal Funds, Inc, not summed
7.3	MidCap Account Fund S000007662 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	64,400	0.04%	+11,543	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
7.4	LargeCap Value Fund III Fund S000007122 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	32,618	0.02%	+32,195	Jul 31, 2026	Principal Funds, Inc, not summed
7.5	LargeCap S&P 500 Index Fund Fund S000007016 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	30,944	0.02%	—	Jul 31, 2026	Principal Funds, Inc, not summed
8	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,913,322	3.03%	-1,357,776	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	AB LARGE CAP GROWTH FUND INC Fund S000010251 · Registered fund · Jun 30, 2026 AB LARGE CAP GROWTH FUND INC, not summed	1,153,048	0.71%	-76,260	Jun 30, 2026	AB LARGE CAP GROWTH FUND INC, not summed
8.2	AB Large Cap Growth Portfolio Fund S000010432 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	50,835	0.03%	-12,080	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
8.3	AB Growth Fund Fund S000010509 · Registered fund · Jun 30, 2026 AB PORTFOLIOS, not summed	48,856	0.03%	0	Jun 30, 2026	AB PORTFOLIOS, not summed
8.4	AB Dynamic Asset Allocation Portfolio Fund S000031722 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	249	0.00%	-36	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
8.5	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	226	0.00%	-44	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,660,847	2.88%	-40,426	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	4,508,933	2.78%	+1,196,199	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Linonia Partnership LP 13F CIK 1985479 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,409,598	2.72%	-515,028	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,890,314	2.40%	—	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,498,371	2.16%	+901,506	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	186,916	0.12%	—	Jun 30, 2026	AQR Funds, not summed
13.2	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	84,596	0.05%	+52,407	Jun 30, 2026	AQR Funds, not summed
13.3	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	68,359	0.04%	+33,863	Jun 30, 2026	AQR Funds, not summed
13.4	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	57,520	0.04%	+35,307	Jun 30, 2026	AQR Funds, not summed
13.5	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	40,928	0.03%	-19,322	Jun 30, 2026	AQR Funds, not summed
14	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,180,762	1.96%	-14,303	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,161,584	1.95%	+1,128,411	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	T. Rowe Price Mid-Cap Growth Fund, Inc. Fund S000002102 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed	1,610,173	0.99%	-1,087	Jun 30, 2026	T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed
15.2	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	831,042	0.51%	+361,882	Jun 30, 2026	T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC., not summed
15.3	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	265,592	0.16%	-25,513	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
15.4	T. Rowe Price Institutional Mid-Cap Equity Growth Fund Fund S000002092 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	182,692	0.11%	-13,008	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
15.5	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	93,650	0.06%	—	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
16	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,043,660	1.88%	-361,934	Jun 30, 2026	carried, not yet filed for the newest quarter
17	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,165,208	1.34%	+452,701	Jun 30, 2026	carried, not yet filed for the newest quarter
18	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,972,031	1.22%	+317,162	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,956,667	1.21%	+119,996	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,951,769	1.21%	+357,974	Jun 30, 2026	carried, not yet filed for the newest quarter
21	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,783,919	1.10%	+152,459	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VAN ECK ASSOCIATES CORP 13F CIK 869178 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,752,506	1.08%	+663,396	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	VanEck Morningstar Wide Moat ETF Fund S000036713 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	1,577,889	0.97%	+780,595	Jun 30, 2026	VanEck ETF Trust, not summed
22.2	VanEck Morningstar Wide Moat Fund Fund S000059554 · Registered fund · Jun 30, 2026 VanEck Funds, not summed	4,893	0.00%	+2,585	Jun 30, 2026	VanEck Funds, not summed
23	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,600,195	0.99%	-828,183	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,565,955	0.97%	+1,350,324	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,138,791	0.70%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
24.2	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	82,731	0.05%	—	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
24.3	Invesco S&P 500 Equal Weight Health Care ETF Fund S000060814 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	72,510	0.04%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
24.4	Invesco MSCI USA ETF Fund S000058746 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	27,069	0.02%	+474	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
24.5	Invesco Russell 1000 Dynamic Multifactor ETF Fund S000064607 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	13,582	0.01%	+1,244	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
25	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,519,941	0.94%	+121,320	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	516	0.00%	+13	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
25.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	309	0.00%	+64	Jul 31, 2026	E Trade Trust, not summed
25.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	225	0.00%	+59	Jul 31, 2026	E Trade Trust, not summed
25.4	Vitality Portfolio Fund S000074797 · Registered fund · Mar 31, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	190	0.00%	—	Mar 31, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
25.5	Permanence Portfolio Fund S000068163 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	81	0.00%	-25	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
26	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	1,446,761	0.89%	-106,562	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	81	0.00%	—	May 31, 2026	UBS INVESTMENT TRUST, not summed
26.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	32	0.00%	—	Jun 30, 2026	UBS FUNDS, not summed
27	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,440,137	0.89%	+770,538	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	20,559	0.01%	+3,785	May 31, 2026	Goldman Sachs ETF Trust, not summed
27.2	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	20,095	0.01%	—	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
27.3	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	7,439	0.00%	-228	May 31, 2026	Goldman Sachs ETF Trust, not summed
27.4	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	5,113	0.00%	+24	May 31, 2026	Goldman Sachs ETF Trust II, not summed
27.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	4,819	0.00%	+194	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
28	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,413,020	0.87%	+268,675	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	44,337	0.03%	—	Jun 30, 2026	Northern Funds, not summed
28.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,906	0.00%	-160	Jun 30, 2026	Northern Funds, not summed
28.3	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,136	0.00%	+616	Jul 31, 2026	FlexShares Trust, not summed
28.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,844	0.00%	-390	Jul 31, 2026	FlexShares Trust, not summed
29	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,403,833	0.87%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
30	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,282,294	0.79%	+420,824	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	335,969	0.21%	—	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
30.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	322,958	0.20%	+33,701	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	159,602	0.10%	+4,211	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	91,236	0.06%	+2,145	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
30.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	89,688	0.06%	+2,361	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,225,875	0.76%	-243,594	Jun 30, 2026	carried, not yet filed for the newest quarter
32	EDMOND DE ROTHSCHILD HOLDING S.A. 13F CIK 1649647 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,177,286	0.73%	+92,488	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD MID-CAP GROWTH INDEX FUND Fund S000012756 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,124,661	0.69%	-614	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
34	Swedbank AB 13F CIK 946431 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,083,752	0.67%	-561,376	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,078,894	0.67%	+57,687	Jun 30, 2026	carried, not yet filed for the newest quarter
36	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	960,834	0.59%	+66,072	Jun 30, 2026	carried, not yet filed for the newest quarter
37	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	943,507	0.58%	-880,492	Jun 30, 2026	carried, not yet filed for the newest quarter
38	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	865,267	0.53%	+196,138	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	DWS Core Equity Fund Fund S000005706 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	84,560	0.05%	-1,726	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
38.2	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	8,861	0.01%	-2,516	May 29, 2026	DBX ETF Trust, not summed
38.3	DWS Health and Wellness Fund Fund S000006103 · Registered fund · May 31, 2026 DEUTSCHE DWS SECURITIES TRUST, not summed	5,218	0.00%	0	May 31, 2026	DEUTSCHE DWS SECURITIES TRUST, not summed
38.4	DWS Enhanced Core Equity Fund Fund S000062621 · Registered fund · May 31, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	4,704	0.00%	-60	May 31, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
38.5	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	4,668	0.00%	—	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
39	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	861,172	0.53%	+247,970	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	12,319	0.01%	+12	Jul 31, 2026	BNY Mellon ETF Trust, not summed
40	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	847,045	0.52%	+273,630	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	840,424	0.52%	-112,241	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Robeco Institutional Asset Management B.V. 13F CIK 1418773 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	830,740	0.51%	-61,092	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Fundsmith LLP 13F CIK 1569205 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	816,785	0.50%	+816,785	Jun 30, 2026	carried, not yet filed for the newest quarter
44	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	815,093	0.50%	—	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
45	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 13F CIK 932974 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	793,242	0.49%	+58,765	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	789,481	0.49%	-203,496	Jun 30, 2026	carried, not yet filed for the newest quarter
47	BAILLIE GIFFORD & CO 13F CIK 1088875 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	776,918	0.48%	+41,937	Jun 30, 2026	carried, not yet filed for the newest quarter
48	BLAIR WILLIAM & CO/IL 13F CIK 902367 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	750,843	0.46%	-316,733	Jun 30, 2026	carried, not yet filed for the newest quarter
49	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	745,902	0.46%	+218,559	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	VictoryShares Free Cash Flow ETF Fund S000080688 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	622,353	0.38%	+226,824	Jun 30, 2026	Victory Portfolios II, not summed
49.2	VictoryShares Free Cash Flow Growth ETF Fund S000089011 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	40,114	0.02%	+18,564	Jun 30, 2026	Victory Portfolios II, not summed
49.3	Victory 500 Index Fund Fund S000012915 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	34,655	0.02%	-589	Jul 31, 2026	Victory Portfolios III, not summed
49.4	Victory Aggressive Growth Fund Fund S000012894 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	19,913	0.01%	0	Jul 31, 2026	Victory Portfolios III, not summed
49.5	VictoryShares US 500 Volatility Wtd ETF Fund S000044749 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	5,129	0.00%	-230	Jun 30, 2026	Victory Portfolios II, not summed
50	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	722,431	0.45%	+173,572	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	120,217	0.07%	-2,350	Jul 31, 2026	Dimensional ETF Trust, not summed
50.2	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	48,960	0.03%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
50.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	47,287	0.03%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
50.4	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	42,767	0.03%	-136	Jul 31, 2026	Dimensional ETF Trust, not summed
50.5	Dimensional U.S. Equity Market ETF Fund S000070902 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	41,118	0.03%	-4,494	Jul 31, 2026	Dimensional ETF Trust, not summed

143 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 1,475 holders

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

Key facts CIK 1393052 CUSIP 922475108 13F (30d) 191 filings 186 filers Visit website Investor relations