WAT · Waters Corp /De/ · Shareholders & Ownership

$434.27 -2.68 (-0.61%) At close · Oct 19

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$42.92B

98.25M

Volume · Oct 19 469.06K Avg daily vol (3M) 808.64K

Every disclosed holder of WAT 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 WAT

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)	1,195	97,902,766	99.65%	Yes
Insiders (Forms 3, 4, 5)	14	94,627	0.10%	Yes
13D/G-only blocks	1	5,635,156	5.74%	Yes
Remaining	—	5,384,438	-5.48%	Negative
Registered funds (N-PORT, not summed)	839	42,191,568	42.94%	No

Shares outstanding: 98,248,111, the issuer's latest cover-page count restated onto today's split basis.

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 WAT

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	8,484,939	8.64%	-58,075	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	1,350,484	1.37%	+89,335	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	404,330	0.41%	+28,835	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	219,279	0.22%	+64,873	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	161,523	0.16%	-7,196	Jun 30, 2026	iShares Trust, not summed
1.5	iShares MSCI USA Quality Factor ETF Fund S000041444 · Registered fund · Jul 31, 2026 iShares Trust, not summed	157,023	0.16%	+54,972	Jul 31, 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	6,415,552	6.53%	+36,777	Jun 30, 2026	carried, not yet filed for the newest quarter
3	BlackRock Inc. 13G CIK 1364742 · Unknown · Dec 31, 2023 Rule 13d-1(b), qualified institution	5,635,156	5.74%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,740,524	4.83%	-13,661	Jun 30, 2026	carried, not yet filed for the newest quarter
5	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,625,035	4.71%	-5,083	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	MFS International Intrinsic Value Fund Fund S000002517 · Registered fund · May 31, 2026 MFS SERIES TRUST X, not summed	639,930	0.65%	0	May 31, 2026	MFS SERIES TRUST X, not summed
5.2	MFS Massachusetts Investors Growth Stock Fund Fund S000000695 · Registered fund · May 31, 2026 MFS Massachusetts Investors Growth Stock Fund, not summed	567,372	0.58%	+453,133	May 31, 2026	MFS Massachusetts Investors Growth Stock Fund, not summed
5.3	MFS Mid Cap Growth Fund Fund S000002434 · Registered fund · May 31, 2026 MFS Series Trust IV, not summed	373,631	0.38%	-1,731	May 31, 2026	MFS Series Trust IV, not summed
5.4	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	330,676	0.34%	+70,439	Jun 30, 2026	MFS SERIES TRUST XI, not summed
5.5	MFS Total Return Fund Fund S000002439 · Registered fund · Jun 30, 2026 MFS Series Trust V, not summed	165,347	0.17%	-2,390	Jun 30, 2026	MFS Series Trust V, not summed
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,382,008	4.46%	+19,998	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	State Street(R) Health Care Select Sector SPDR(R) ETF Fund S000006412 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	693,612	0.71%	-20,088	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
6.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	234,077	0.24%	+27,633	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	119,435	0.12%	+3,870	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	37,727	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	19,585	0.02%	+240	Jun 30, 2026	SPDR SERIES TRUST, not summed
7	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,817,779	3.89%	-846,100	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,494,267	3.56%	+1,325,982	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	513,157	0.52%	-54,048	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
8.2	Invesco Value Opportunities Fund Fund S000027840 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	479,701	0.49%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
8.3	Invesco Water Resources ETF Fund S000003048 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	357,550	0.36%	-194,367	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
8.4	Invesco Discovery Mid Cap Growth Fund Fund S000064710 · Registered fund · Jul 31, 2026 AIM Investment Funds (Invesco Investment Funds), not summed	235,779	0.24%	—	Jul 31, 2026	AIM Investment Funds (Invesco Investment Funds), not summed
8.5	Invesco Main Street Mid Cap Fund Fund S000064651 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	60,019	0.06%	+1,115	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,116,340	3.17%	-1,309	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,694,590	2.74%	+577,853	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	AB LARGE CAP GROWTH FUND INC Fund S000010251 · Registered fund · Jun 30, 2026 AB LARGE CAP GROWTH FUND INC, not summed	411,300	0.42%	+73,980	Jun 30, 2026	AB LARGE CAP GROWTH FUND INC, not summed
10.2	AB US Large Cap Strategic Equities ETF Fund S000080208 · Registered fund · May 31, 2026 AB Active ETFs, Inc., not summed	19,688	0.02%	—	May 31, 2026	AB Active ETFs, Inc., not summed
10.3	AB Large Cap Growth Portfolio Fund S000010432 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	18,236	0.02%	+1,550	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
10.4	AB Wealth Appreciation Strategy Fund S000010514 · Registered fund · Jun 30, 2026 AB PORTFOLIOS, not summed	15,226	0.02%	0	Jun 30, 2026	AB PORTFOLIOS, not summed
10.5	AB Tax-Managed Wealth Appreciation Strategy Fund S000010515 · Registered fund · Jun 30, 2026 AB PORTFOLIOS, not summed	8,808	0.01%	+3,558	Jun 30, 2026	AB PORTFOLIOS, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,636,146	2.68%	-10,312	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	2,545,419	2.59%	+52,104	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	Fundsmith LLP 13F CIK 1569205 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,273,632	2.31%	-938,443	Jun 30, 2026	carried, not yet filed for the newest quarter
14	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,177,958	2.22%	+1,053,930	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	T. Rowe Price Capital Appreciation Fund Fund S000002070 · Registered fund · Jun 30, 2026 T. ROWE PRICE CAPITAL APPRECIATION FUND, INC., not summed	2,101,625	2.14%	-643,978	Jun 30, 2026	T. ROWE PRICE CAPITAL APPRECIATION FUND, INC., not summed
14.2	T. Rowe Price Mid-Cap Value Fund, Inc. Fund S000002103 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed	433,301	0.44%	+189,951	Jun 30, 2026	T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed
14.3	T. Rowe Price Capital Appreciation Equity ETF Fund S000079834 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	352,909	0.36%	+10,078	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
14.4	T. Rowe Price Equity Income Fund Fund S000002076 · Registered fund · Jun 30, 2026 T. ROWE PRICE EQUITY INCOME FUND, INC., not summed	237,000	0.24%	+48,000	Jun 30, 2026	T. ROWE PRICE EQUITY INCOME FUND, INC., not summed
14.5	T. Rowe Price Health Sciences Fund, Inc. Fund S000002088 · Registered fund · Jun 30, 2026 T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed	81,880	0.08%	—	Jun 30, 2026	T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed
15	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,158,391	2.20%	+184,743	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,127,547	2.17%	+8,911	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,663,601	1.69%	+24,829	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Janus Henderson VIT Enterprise Portfolio Fund S000010396 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	96,687	0.10%	+2,451	Jun 30, 2026	Janus Aspen Series, not summed
18	VIKING GLOBAL INVESTORS LP 13F CIK 1103804 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,662,140	1.69%	+405,678	Jun 30, 2026	carried, not yet filed for the newest quarter
19	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,373,150	1.40%	+561,824	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	VANGUARD ADVICE SELECT GLOBAL VALUE FUND Fund S000074282 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	49,005	0.05%	+7,863	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
20	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,335,108	1.36%	-240,079	Jun 30, 2026	carried, not yet filed for the newest quarter
21	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,264,226	1.29%	+948,023	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Mawer Investment Management Ltd. 13F CIK 1538449 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,216,947	1.24%	-186,680	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Janus Henderson Enterprise Fund Fund S000010490 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	1,170,078	1.19%	0	Jun 30, 2026	Janus Investment Fund, not summed
24	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,114,092	1.13%	+94,803	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	MidCap Fund Fund S000007075 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	745,494	0.76%	+81,394	Jul 31, 2026	Principal Funds, Inc, not summed
24.2	LargeCap S&P 500 Index Fund Fund S000007016 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	20,237	0.02%	-414	Jul 31, 2026	Principal Funds, Inc, not summed
24.3	MidCap Account Fund S000007662 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	15,275	0.02%	+2,542	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
24.4	LargeCap S&P 500 Index Account Fund S000007660 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	3,702	0.00%	-353	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
24.5	MidCap Value Fund I Fund S000007173 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	2,192	0.00%	+1,250	Jul 31, 2026	Principal Funds, Inc, not summed
25	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,097,302	1.12%	-124,612	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	303	0.00%	-17	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	193	0.00%	+28	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	145	0.00%	+19	Jul 31, 2026	E Trade Trust, not summed
25.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	40	0.00%	-4	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
26	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,032,726	1.05%	-9,668	Jun 30, 2026	carried, not yet filed for the newest quarter
27	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	948,639	0.97%	-76,601	Jun 30, 2026	carried, not yet filed for the newest quarter
28	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	924,742	0.94%	+421,928	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,255,093	1.28%	+3,747	May 31, 2026	Fidelity Concord Street Trust, not summed
28.2	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	406,134	0.41%	+159,231	May 31, 2026	Fidelity Rutland Square Trust II, not summed
28.3	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	372,445	0.38%	+8,442	Jul 31, 2026	Fidelity Salem Street Trust, not summed
28.4	Select Medical Technology and Devices Portfolio Fund S000007473 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	254,000	0.26%	+74,000	May 31, 2026	Fidelity Select Portfolios, not summed
28.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	185,444	0.19%	+1,593	May 31, 2026	Fidelity Concord Street Trust, not summed
29	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	894,660	0.91%	+709,492	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Veritas Asset Management LLP 13F CIK 1541448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	851,624	0.87%	-349,189	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Holocene Advisors, LP 13F CIK 1700574 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	847,774	0.86%	-69,292	Jun 30, 2026	carried, not yet filed for the newest quarter
32	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	839,592	0.85%	-4,044	Jun 30, 2026	carried, not yet filed for the newest quarter
33	FUNDSMITH INVESTMENT SERVICES LTD. 13F CIK 1868537 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	837,764	0.85%	-259,091	Jun 30, 2026	carried, not yet filed for the newest quarter
34	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	816,512	0.83%	+43,988	Jun 30, 2026	carried, not yet filed for the newest quarter
35	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	809,339	0.82%	+99,801	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Putnam Large Cap Value Fund Fund S000005581 · Registered fund · Jul 31, 2026 Putnam Large Cap Value Fund, not summed	404,724	0.41%	0	Jul 31, 2026	Putnam Large Cap Value Fund, not summed
35.2	Putnam Global Health Care Fund Fund S000005666 · Registered fund · May 31, 2026 Putnam Global Health Care Fund, not summed	39,280	0.04%	—	May 31, 2026	Putnam Global Health Care Fund, not summed
35.3	Franklin U.S. Mid Cap Multifactor Index ETF Fund S000057201 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	39,220	0.04%	-3,340	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
35.4	Putnam VT Large Cap Value Fund Fund S000003894 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	21,638	0.02%	0	Jun 30, 2026	Putnam Variable Trust, not summed
35.5	Putnam VT Global Health Care Fund Fund S000003874 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	5,680	0.01%	—	Jun 30, 2026	Putnam Variable Trust, not summed
36	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	801,084	0.82%	-13,632	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	117,380	0.12%	-826	Jul 31, 2026	Dimensional ETF Trust, not summed
36.2	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	91,716	0.09%	+5,669	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
36.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	76,470	0.08%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
36.4	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	62,300	0.06%	-828	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
36.5	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	43,564	0.04%	+4,509	Jul 31, 2026	Dimensional ETF Trust, not summed
37	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	774,955	0.79%	-19,634	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	774,836	0.79%	+285,982	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Allspring Special Mid Cap Value Fund Fund S000007349 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	617,300	0.63%	+268,400	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
38.2	Allspring Index Fund Fund S000007249 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	2,298	0.00%	-45	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
38.3	Allspring Real Return Portfolio Fund S000007549 · Registered fund · Jul 31, 2026 ALLSPRING MASTER TRUST, not summed	1,773	0.00%	—	Jul 31, 2026	ALLSPRING MASTER TRUST, not summed
38.4	Allspring Index Asset Allocation Fund Fund S000007370 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	1,130	0.00%	-75	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
38.5	Allspring VT Index Asset Allocation Fund Fund S000007215 · Registered fund · Jun 30, 2026 Allspring VARIABLE TRUST, not summed	64	0.00%	-4	Jun 30, 2026	Allspring VARIABLE TRUST, not summed
39	VANGUARD MID-CAP GROWTH INDEX FUND Fund S000012756 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	752,232	0.77%	+6,061	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
40	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	697,108	0.71%	-881	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
41	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	694,851	0.71%	+54,512	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	690,148	0.70%	+5,335	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	653,967	0.67%	+167,388	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	638,786	0.65%	+255,838	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Neuberger Quality Equity Fund Fund S000007847 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	297,010	0.30%	+171,165	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
44.2	Neuberger Mid Cap Growth Fund Fund S000007850 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	102,822	0.10%	+35,414	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
44.3	Quality Equity Portfolio Fund S000008202 · Registered fund · Jun 30, 2026 NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST, not summed	29,690	0.03%	+25,528	Jun 30, 2026	NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST, not summed
44.4	Mid Cap Growth Portfolio Fund S000008199 · Registered fund · Jun 30, 2026 NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST, not summed	19,494	0.02%	-3,648	Jun 30, 2026	NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST, not summed
44.5	Neuberger Core Equity ETF Fund S000085748 · Registered fund · May 31, 2026 Neuberger Berman ETF Trust, not summed	3,881	0.00%	-300	May 31, 2026	Neuberger Berman ETF Trust, not summed
45	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	584,254	0.59%	+21,194	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	9,906	0.01%	-424	May 31, 2026	Goldman Sachs ETF Trust, not summed
45.2	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	9,608	0.01%	-5,475	May 31, 2026	Goldman Sachs ETF Trust, not summed
45.3	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	5,991	0.01%	-3,229	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
45.4	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	4,889	0.01%	-152	May 31, 2026	Goldman Sachs ETF Trust, not summed
45.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	3,487	0.00%	+1,290	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
46	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	581,332	0.59%	+354,446	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Artisan Partners Limited Partnership 13F CIK 1466153 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	560,753	0.57%	+26,177	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Artisan Mid Cap Fund Fund S000006496 · Registered fund · Jun 30, 2026 Artisan Partners Funds Inc., not summed	151,023	0.15%	+7,476	Jun 30, 2026	Artisan Partners Funds Inc., not summed
47.2	Artisan Mid Cap Value Fund Fund S000006497 · Registered fund · Jun 30, 2026 Artisan Partners Funds Inc., not summed	24,856	0.03%	+3,339	Jun 30, 2026	Artisan Partners Funds Inc., not summed
48	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	551,398	0.56%	-4,750	Jun 30, 2026	carried, not yet filed for the newest quarter
49	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	533,008	0.54%	-19,600	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
50	VANGUARD WINDSOR FUND Fund S000004417 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	530,327	0.54%	+73,872	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed

192 more nested rows are not shown here; Every filing lists them all.

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Key facts CIK 1000697 CUSIP 941848103 13F (30d) 191 filings 186 filers Visit website Investor relations