VRSK · Verisk Analytics, Inc. · Shareholders & Ownership

$204.84 +6.99 (+3.53%) Earnings today Play latest call Q3 2026 earnings call transcript

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$25.92B

131.02M

Volume · Nov 5 1.03M Avg daily vol (3M) 1.25M

Every disclosed holder of VRSK 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 VRSK

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)	968	128,072,420	97.75%	Yes
Insiders (Forms 3, 4, 5)	17	368,763	0.28%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	2,580,657	1.97%	Rest
Registered funds (N-PORT, not summed)	757	51,369,415	39.21%	No

Shares outstanding: 131,021,840, 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 VRSK

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	10,319,602	7.88%	-1,558,084	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	1,802,039	1.38%	+9,874	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	539,057	0.41%	+3,928	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	293,034	0.22%	+164,336	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell Mid-Cap Value ETF Fund S000004335 · Registered fund · Jun 30, 2026 iShares Trust, not summed	200,508	0.15%	+119,901	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	167,745	0.13%	-7,330	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	8,560,360	6.53%	-454,462	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	6,314,030	4.82%	-269,173	Jun 30, 2026	carried, not yet filed for the newest quarter
4	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,008,136	4.59%	-1,232,174	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	ALLIANCEBERNSTEIN L.P. 13G CIK 1109448 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	6,008,136	4.59%	-1,232,174	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.2	AB LARGE CAP GROWTH FUND INC Fund S000010251 · Registered fund · Jun 30, 2026 AB LARGE CAP GROWTH FUND INC, not summed	1,335,430	1.02%	+10,723	Jun 30, 2026	AB LARGE CAP GROWTH FUND INC, not summed
4.3	AB Large Cap Growth Portfolio Fund S000010432 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	60,377	0.05%	-10,550	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
4.4	AB Concentrated Growth Fund Fund S000043215 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	56,146	0.04%	-32,073	Jun 30, 2026	AB CAP FUND, INC., not summed
4.5	AB Growth Fund Fund S000010509 · Registered fund · Jun 30, 2026 AB PORTFOLIOS, not summed	51,224	0.04%	-10,350	Jun 30, 2026	AB PORTFOLIOS, not summed
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,765,954	4.40%	-251,284	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) Industrial Select Sector SPDR(R) ETF Fund S000006413 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	772,235	0.59%	-9,641	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	312,545	0.24%	+19,114	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	103,667	0.08%	-2,421	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	74,898	0.06%	-1,821	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	48,500	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,282,615	4.03%	-847,021	Jun 30, 2026	carried, not yet filed for the newest quarter
7	BAMCO INC /NY/ 13F CIK 1017918 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,702,605	3.59%	+2,190,629	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Baron Partners Fund Fund S000000588 · Registered fund · Jun 30, 2026 BARON SELECT FUNDS, not summed	2,448,139	1.87%	+1,781,139	Jun 30, 2026	BARON SELECT FUNDS, not summed
7.2	Baron Focused Growth Fund Fund S000022521 · Registered fund · Jun 30, 2026 BARON SELECT FUNDS, not summed	948,789	0.72%	+176,289	Jun 30, 2026	BARON SELECT FUNDS, not summed
7.3	BARON ASSET FUND Fund S000000582 · Registered fund · Jun 30, 2026 BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed	672,476	0.51%	+51,000	Jun 30, 2026	BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
7.4	Baron First Principles ETF Fund S000096481 · Registered fund · Jun 30, 2026 Baron ETF Trust, not summed	79,802	0.06%	+10,717	Jun 30, 2026	Baron ETF Trust, not summed
7.5	Baron Financials ETF Fund S000096484 · Registered fund · Jun 30, 2026 Baron ETF Trust, not summed	5,700	0.00%	-376	Jun 30, 2026	Baron ETF Trust, not summed
8	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,600,861	3.51%	-88,277	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Advantage Portfolio Fund S000027993 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	23,415	0.02%	+6,342	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
8.2	Global Permanence Portfolio Fund S000065236 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	2,512	0.00%	+2,132	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
8.3	Permanence Portfolio Fund S000068163 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	527	0.00%	-171	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
8.4	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	461	0.00%	+24	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
8.5	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	324	0.00%	+84	Jul 31, 2026	E Trade Trust, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,159,714	3.17%	-220,317	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	3,998,992	3.05%	-271,316	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,392,580	2.59%	-150,303	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,838,958	2.17%	-140,113	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	2,769,985	2.11%	-1,140,685	Jul 31, 2026	Washington Mutual Investors Fund, not summed
14	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,214,155	1.69%	-329,335	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	MFS Massachusetts Investors Growth Stock Fund Fund S000000695 · Registered fund · Aug 31, 2026 MFS Massachusetts Investors Growth Stock Fund, not summed	839,749	0.64%	-86,895	Aug 31, 2026	MFS Massachusetts Investors Growth Stock Fund, not summed
14.2	Massachusetts Investors Trust Fund S000000696 · Registered fund · Jun 30, 2026 MASSACHUSETTS INVESTORS TRUST, not summed	208,939	0.16%	+86,654	Jun 30, 2026	MASSACHUSETTS INVESTORS TRUST, not summed
14.3	MFS Blended Research Mid Cap Equity Fund Fund S000054892 · Registered fund · Aug 31, 2026 MFS Series Trust X, not summed	140,679	0.11%	+21,308	Aug 31, 2026	MFS Series Trust X, not summed
14.4	MFS Massachusetts Investors Growth Stock Portfolio Fund S000002639 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST II, not summed	88,269	0.07%	+17,066	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST II, not summed
14.5	MFS Global Growth Fund Fund S000002490 · Registered fund · Jul 31, 2026 MFS Series Trust VIII, not summed	67,756	0.05%	-3,378	Jul 31, 2026	MFS Series Trust VIII, not summed
15	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,742,361	1.33%	+36,250	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,717,969	1.31%	+142,556	Jun 30, 2026	carried, not yet filed for the newest quarter
17	American Funds Fundamental Investors Fund S000009227 · Registered fund · Jun 30, 2026 American Funds Fundamental Investors, not summed	1,700,232	1.30%	+539,546	Jun 30, 2026	American Funds Fundamental Investors, not summed
18	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,691,820	1.29%	+194,378	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	24,830	0.02%	-1,152	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
18.2	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	22,030	0.02%	+1,843	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
18.3	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	12,605	0.01%	-276	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
18.4	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	6,730	0.01%	-201	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
18.5	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust II, not summed	4,397	0.00%	-313	Aug 31, 2026	Goldman Sachs ETF Trust II, not summed
19	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,513,304	1.16%	-124,803	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	38,683	0.03%	+69	Jun 30, 2026	Northern Funds, not summed
19.2	FlexShares Quality Dividend Defensive Index Fund Fund S000038875 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	8,445	0.01%	+228	Jul 31, 2026	FlexShares Trust, not summed
19.3	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,160	0.00%	—	Jun 30, 2026	Northern Funds, not summed
19.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,402	0.00%	+168	Jul 31, 2026	FlexShares Trust, not summed
19.5	FlexShares ESG & Climate US Large Cap Core Index Fund Fund S000073358 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,155	0.00%	-42	Jul 31, 2026	FlexShares Trust, not summed
20	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,484,317	1.13%	-1,410,786	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,017,556	0.78%	+186,174	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
20.2	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · Aug 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	76,183	0.06%	+9,997	Aug 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
20.3	Invesco S&P 500 Equal Weight Industrials ETF Fund S000060815 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	70,556	0.05%	+9,822	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
20.4	Invesco MSCI USA ETF Fund S000058746 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	23,075	0.02%	-1,089	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
20.5	Invesco Russell 1000 Dynamic Multifactor ETF Fund S000064607 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	21,025	0.02%	-12,262	Aug 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
21	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,483,091	1.13%	+1,467,142	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Janus Henderson VIT Enterprise Portfolio Fund S000010396 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	54,034	0.04%	—	Jun 30, 2026	Janus Aspen Series, not summed
21.2	Janus Henderson VIT Global Sustainable Equity Portfolio Fund S000074910 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	1,140	0.00%	—	Jun 30, 2026	Janus Aspen Series, not summed
22	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	1,478,422	1.13%	+60,420	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · Aug 31, 2026 UBS INVESTMENT TRUST, not summed	76	0.00%	0	Aug 31, 2026	UBS INVESTMENT TRUST, not summed
22.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	32	0.00%	-1	Jun 30, 2026	UBS FUNDS, not summed
23	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,449,296	1.11%	-547,898	Jun 30, 2026	carried, not yet filed for the newest quarter
24	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Sep 30, 2026	1,369,489	1.05%	-195,342	Sep 30, 2026
24.1	MidCap Fund Fund S000007075 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	774,652	0.59%	-124,194	Jul 31, 2026	Principal Funds, Inc, not summed
24.2	Small-MidCap Dividend Income Fund Fund S000032942 · Registered fund · Aug 31, 2026 Principal Funds, Inc, not summed	68,644	0.05%	-16,908	Aug 31, 2026	Principal Funds, Inc, not summed
24.3	LargeCap S&P 500 Index Fund Fund S000007016 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	27,004	0.02%	-2,342	Jul 31, 2026	Principal Funds, Inc, not summed
24.4	MidCap Account Fund S000007662 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	18,627	0.01%	+254	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
24.5	LargeCap S&P 500 Index Account Fund S000007660 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	4,940	0.00%	-821	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
25	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,280,898	0.98%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,142,382	0.87%	-69,410	Jun 30, 2026	carried, not yet filed for the newest quarter
27	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,023,781	0.78%	+981,433	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,004,541	0.77%	+250,343	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	College Retirement Equities Fund - Global Equities Account Fund S000005081 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	372,658	0.28%	+224,355	Jun 30, 2026	College Retirement Equities Fund, not summed
28.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	302,566	0.23%	+146,033	Jun 30, 2026	College Retirement Equities Fund, not summed
28.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	109,331	0.08%	-4,230	Jul 31, 2026	TIAA-CREF Funds, not summed
28.4	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	55,813	0.04%	-9,549	Jun 30, 2026	College Retirement Equities Fund, not summed
28.5	Nuveen Large Cap Value Index Fund Fund S000005388 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	47,924	0.04%	+26,481	Jul 31, 2026	TIAA-CREF Funds, not summed
29	VANGUARD MID-CAP GROWTH INDEX FUND Fund S000012756 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,003,827	0.77%	-45,372	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
30	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	958,390	0.73%	-93,766	Sep 30, 2026
30.1	Dimensional US High Profitability ETF Fund S000075148 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	144,239	0.11%	-163	Jul 31, 2026	Dimensional ETF Trust, not summed
30.2	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	121,456	0.09%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
30.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	110,758	0.08%	-185	Jul 31, 2026	Dimensional ETF Trust, not summed
30.4	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	85,774	0.07%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
30.5	U.S. Sustainability Core 1 Portfolio Fund S000020422 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	38,353	0.03%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
31	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	901,100	0.69%	+424,295	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	31,005	0.02%	+25,247	Jun 30, 2026	AQR Funds, not summed
31.2	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	25,260	0.02%	—	Jun 30, 2026	AQR Funds, not summed
31.3	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	10,642	0.01%	—	Jun 30, 2026	AQR Funds, not summed
31.4	AQR Large Cap Defensive Style Fund Fund S000037429 · Registered fund · Jun 30, 2026 AQR Funds, not summed	9,097	0.01%	0	Jun 30, 2026	AQR Funds, not summed
31.5	AQR Large Cap Momentum Style Fund Fund S000025643 · Registered fund · Mar 31, 2026 AQR Funds, not summed	3,228	0.00%	—	Mar 31, 2026	AQR Funds, not summed
32	Select Equity Group, L.P. 13F CIK 1592643 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	879,881	0.67%	+459,013	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	870,867	0.66%	+160,653	Jun 30, 2026	carried, not yet filed for the newest quarter
34	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	854,759	0.65%	+1,592	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Nomura Large Cap Growth Fund Fund S000006291 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	632,939	0.48%	-8,113	Jun 30, 2026	IVY FUNDS, not summed
34.2	Nomura Focused Large Growth ETF Fund S000084942 · Registered fund · Jun 30, 2026 Nomura ETF Trust, not summed	67,982	0.05%	+9,682	Jun 30, 2026	Nomura ETF Trust, not summed
34.3	Nomura VIP Growth Series Fund S000006241 · Registered fund · Jun 30, 2026 Ivy Variable Insurance Portfolios, not summed	48,407	0.04%	+911	Jun 30, 2026	Ivy Variable Insurance Portfolios, not summed
34.4	Nomura VIP Growth Equity Series Fund S000065944 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	12,204	0.01%	-102	Jun 30, 2026	Delaware VIP Trust, not summed
35	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	851,907	0.65%	-29,130	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	293,972	0.22%	-16,580	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
35.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	139,643	0.11%	-8,009	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	79,593	0.06%	-3,252	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
35.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	78,611	0.06%	-4,458	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	64,636	0.05%	-5,466	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
36	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	822,774	0.63%	-178,905	Jun 30, 2026	carried, not yet filed for the newest quarter
37	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	816,889	0.62%	-169,715	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	78,654	0.06%	-8,605	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
37.2	T. Rowe Price U.S. Equity Research Fund Fund S000002071 · Registered fund · Jun 30, 2026 T. Rowe Price U.S. Equity Research Fund, Inc., not summed	69,790	0.05%	-6,140	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
37.3	T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. Fund S000002073 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed	30,996	0.02%	-114,078	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
37.4	T. Rowe Price Hedged Equity Fund Fund S000080479 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	27,527	0.02%	-1,756	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
37.5	T. Rowe Price U.S. Equity Research ETF Fund S000071604 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	15,726	0.01%	+5,665	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
38	Calvert Equity Fund Fund S000008719 · Registered fund · Jun 30, 2026 Calvert Social Investment Fund, not summed	808,139	0.62%	-88,068	Jun 30, 2026	Calvert Social Investment Fund, not summed
39	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	773,362	0.59%	-21,663	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	DWS Core Equity Fund Fund S000005706 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	61,809	0.05%	-1,262	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
39.2	DWS Capital Growth Fund Fund S000005705 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	33,726	0.03%	-462	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
39.3	DWS Capital Growth VIP Fund S000006245 · Registered fund · Jun 30, 2026 DEUTSCHE DWS VARIABLE SERIES I, not summed	14,751	0.01%	-505	Jun 30, 2026	DEUTSCHE DWS VARIABLE SERIES I, not summed
39.4	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	9,364	0.01%	-211	Aug 31, 2026	DBX ETF Trust, not summed
39.5	DWS Enhanced Core Equity Fund Fund S000062621 · Registered fund · Aug 31, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	9,021	0.01%	-147	Aug 31, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
40	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	756,992	0.58%	-90,136	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Focus Partners Wealth 13F CIK 1542153 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	739,093	0.56%	-710,550	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	735,659	0.56%	-59,136	Jun 30, 2026	carried, not yet filed for the newest quarter
43	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	719,639	0.55%	-783,444	Jun 30, 2026	carried, not yet filed for the newest quarter
44	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	712,189	0.54%	-80,810	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Neuberger Core Equity ETF Fund S000085748 · Registered fund · Aug 31, 2026 Neuberger Berman ETF Trust, not summed	10,365	0.01%	+2,575	Aug 31, 2026	Neuberger Berman ETF Trust, not summed
45	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	711,089	0.54%	-74,858	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
46	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	684,374	0.52%	-133,218	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	11,842	0.01%	+12	Jul 31, 2026	BNY Mellon ETF Trust, not summed
47	BRISTOL JOHN W & CO INC /NY/ 13F CIK 276101 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	651,868	0.50%	+364,312	Jun 30, 2026	carried, not yet filed for the newest quarter
48	USS Investment Management Ltd 13F CIK 1587381 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	649,881	0.50%	+6,846	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Janus Henderson Enterprise Fund Fund S000010490 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	633,521	0.48%	—	Jun 30, 2026	Janus Investment Fund, not summed
50	TD Asset Management Inc 13F CIK 1056053 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	625,956	0.48%	-128,803	Jun 30, 2026	carried, not yet filed for the newest quarter

141 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 1,293 holders

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

Key facts CIK 1442145 CUSIP 92345Y106 13F (30d) 408 filings 385 filers Visit website Investor relations