WMT · Walmart Inc. · Shareholders & Ownership

$118.83 +1.03 (+0.87%)

S&P 500 member Nasdaq-100 member Russell 1000 member Dow 30 member Rebalance outlook locked

Market Cap

$936.66B

7.93B

Volume · Oct 21 17.95M Avg daily vol (3M) 23.74M

Every disclosed holder of WMT 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 WMT

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)	4,412	2,973,510,146	37.48%	Yes
Insiders (Forms 3, 4, 5)	31	573,060,265	7.22%	Yes
13D/G-only blocks	2	7,240,472,825	91.26%	Yes
Remaining	—	2,853,296,995	-35.96%	Negative
Registered funds (N-PORT, not summed)	1,351	1,134,925,148	14.31%	No

Shares outstanding: 7,933,746,241, 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 WMT

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	Walmart Inc. 13G CIK 104169 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor	3,717,063,594	46.85%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor
2	Walton Enterprises, LLC 13D CIK 1535243 · Unknown · Feb 27, 2026	3,523,409,231	44.41%	-83,253,864	Feb 27, 2026
3	Walton Family Holdings Trust Insider CIK 1678632 · Jun 24, 2026 10% Owner, issuer-wide	499,835,752	6.30%	-2,470,000	Jun 24, 2026	10% Owner, issuer-wide
4	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	354,196,208	4.46%	+1,110,560	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	60,303,586	0.76%	+3,925,436	Jun 30, 2026	iShares Trust, not summed
4.2	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	8,961,848	0.11%	-31,202	Jun 30, 2026	iShares Trust, not summed
4.3	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	7,206,610	0.09%	-357,010	Jun 30, 2026	iShares Trust, not summed
4.4	iShares MSCI USA Momentum Factor ETF Fund S000040316 · Registered fund · Jul 31, 2026 iShares Trust, not summed	6,019,437	0.08%	+974,054	Jul 31, 2026	iShares Trust, not summed
4.5	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	5,648,334	0.07%	+142,586	Jun 30, 2026	iShares Trust, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	286,350,346	3.61%	+1,497,571	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	188,036,646	2.37%	+2,107,781	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	State Street(R) Consumer Staples Select Sector SPDR(R) ETF Fund S000006409 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	13,019,315	0.16%	-1,754,965	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	10,455,416	0.13%	+1,240,387	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	5,331,779	0.07%	+170,444	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	1,662,809	0.02%	+48,700	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	852,360	0.01%	+3,342	Jun 30, 2026	SPDR SERIES TRUST, not summed
7	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	148,459,333	1.87%	+45,887,782	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Invesco NASDAQ 100 ETF Fund S000069448 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	20,771,444	0.26%	+2,178,816	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
7.2	Invesco S&P 500 Revenue ETF Fund S000064593 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	2,570,158	0.03%	-73,022	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
7.3	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,545,008	0.02%	+179,084	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
7.4	Invesco Diversified Dividend Fund Fund S000000281 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	1,540,338	0.02%	+191,542	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
7.5	Invesco S&P 500 Top 50 ETF Fund S000060793 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,148,189	0.01%	-117,704	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	139,175,621	1.75%	-25,993	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	113,607,757	1.43%	+2,212,670	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	106,449,749	1.34%	+593,609	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Invesco QQQ Trust, Series 1 Fund S000101292 · Registered fund · Jun 30, 2026 Invesco QQQ Trust, Series 1, not summed	103,550,078	1.31%	+595,487	Jun 30, 2026	Invesco QQQ Trust, Series 1, not summed
12	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	96,309,921	1.21%	-26,159,864	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	94,765,592	1.19%	+1,068,814	Jun 30, 2026	carried, not yet filed for the newest quarter
14	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	88,318,921	1.11%	+2,412,450	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	13,838	0.00%	+44	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
14.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	8,943	0.00%	+1,109	Jul 31, 2026	E Trade Trust, not summed
14.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	6,626	0.00%	+1,355	Jul 31, 2026	E Trade Trust, not summed
14.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	1,830	0.00%	-35	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
15	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	65,823,155	0.83%	-21,092	Jun 30, 2026	carried, not yet filed for the newest quarter
16	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	57,423,929	0.72%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
17	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	42,255,005	0.53%	+4,185,823	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	1,136,015	0.01%	-63,973	May 31, 2026	Goldman Sachs ETF Trust, not summed
17.2	Goldman Sachs Nasdaq-100 Premium Income ETF Fund S000081510 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	954,443	0.01%	+77,083	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
17.3	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	346,539	0.00%	+90,082	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
17.4	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	303,051	0.00%	+34,071	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
17.5	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	214,577	0.00%	-8,288	May 31, 2026	Goldman Sachs ETF Trust, not summed
18	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	41,726,278	0.53%	+1,179,746	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	41,493,173	0.52%	+515,417	Jun 30, 2026	carried, not yet filed for the newest quarter
20	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	40,990,221	0.52%	-775,083	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	1,304,360	0.02%	+24,312	Jun 30, 2026	Northern Funds, not summed
20.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	98,276	0.00%	+5,260	Jul 31, 2026	FlexShares Trust, not summed
20.3	FlexShares STOXX US ESG Select Index Fund Fund S000054498 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	24,600	0.00%	-851	Jul 31, 2026	FlexShares Trust, not summed
20.4	FlexShares STOXX Global ESG Select Index Fund Fund S000054499 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	13,756	0.00%	-4,724	Jul 31, 2026	FlexShares Trust, not summed
20.5	FlexShares ESG & Climate US Large Cap Core Index Fund Fund S000073358 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	12,760	0.00%	-464	Jul 31, 2026	FlexShares Trust, not summed
21	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 13F CIK 315032 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	38,994,947	0.49%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Jim C. Walton 13G CIK 1219112 · Unknown · Dec 31, 2024 Rule 13d-1(d), exempt investor, not summed	31,521,372	0.40%	—	Dec 31, 2024	Rule 13d-1(d), exempt investor, not summed
22.1	WALTON S ROBSON Insider CIK 1219112 · Dec 18, 2024 10% Owner, issuer-wide	7,029,557	0.09%	-3,606,663,095	Dec 18, 2024	10% Owner, issuer-wide
23	WALTON JIM C Insider CIK 1219106 · Dec 18, 2024 10% Owner, issuer-wide	31,521,372	0.40%	-3,606,663,095	Dec 18, 2024	10% Owner, issuer-wide
24	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	31,265,128	0.39%	-512,321	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	56,096,931	0.71%	+291,437	May 31, 2026	Fidelity Concord Street Trust, not summed
24.2	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	8,286,126	0.10%	+87,129	May 31, 2026	Fidelity Concord Street Trust, not summed
24.3	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	6,692,653	0.08%	+199,589	May 31, 2026	Fidelity Concord Street Trust, not summed
24.4	Fidelity Nasdaq Composite Index Fund Fund S000055366 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	4,840,999	0.06%	+160,185	May 31, 2026	Fidelity Concord Street Trust, not summed
24.5	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	4,063,983	0.05%	+440,343	May 31, 2026	Fidelity Rutland Square Trust II, not summed
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	30,500,618	0.38%	+142,298	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	9,792,094	0.12%	+65,490	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	4,654,277	0.06%	+137,000	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	2,659,593	0.03%	+72,247	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	2,595,390	0.03%	+46,224	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.5	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	2,226,602	0.03%	-101,477	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	28,786,662	0.36%	-495,688	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	27,159,366	0.34%	-982,674	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	365,618	0.00%	-1,285	Jul 31, 2026	BNY Mellon ETF Trust, not summed
27.2	BNY Mellon Women's Opportunities ETF Fund S000080184 · Registered fund · Aug 29, 2025 BNY Mellon ETF Trust, not summed	2,859	0.00%	0	Aug 29, 2025	BNY Mellon ETF Trust, not summed
28	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	27,048,733	0.34%	-744,001	Jun 30, 2026	carried, not yet filed for the newest quarter
29	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	27,033,202	0.34%	-183,926	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Columbia Dividend Income Fund Fund S000012079 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	7,998,609	0.10%	-1,196,298	May 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
29.2	Columbia Variable Portfolio - Cornerstone Equity Fund Fund S000060079 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	534,222	0.01%	+45,887	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
29.3	Columbia Intrinsic Value Fund Fund S000031354 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	375,685	0.00%	-236,707	May 31, 2026	Columbia Funds Series Trust II, not summed
29.4	Multi-Manager Value Strategies Fund Fund S000036208 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	370,406	0.00%	-279,592	May 31, 2026	Columbia Funds Series Trust II, not summed
29.5	Columbia Cornerstone Equity Fund Fund S000010795 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	250,270	0.00%	+14,522	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
30	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	27,015,680	0.34%	-63,025	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	PACE Large Co Growth Equity Investments Fund S000002972 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	28,109	0.00%	-45,743	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
30.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	5,433	0.00%	-345	May 31, 2026	UBS INVESTMENT TRUST, not summed
30.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	2,050	0.00%	-75	Jun 30, 2026	UBS FUNDS, not summed
30.4	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	690	0.00%	-822	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
31	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	25,654,853	0.32%	-1,272,724	Jun 30, 2026	carried, not yet filed for the newest quarter
32	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	25,306,024	0.32%	-2,245,525	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Franklin Rising Dividends Fund Fund S000006858 · Registered fund · Jun 30, 2026 Franklin Managed Trust, not summed	7,355,000	0.09%	0	Jun 30, 2026	Franklin Managed Trust, not summed
32.2	Putnam Large Cap Value Fund Fund S000005581 · Registered fund · Jul 31, 2026 Putnam Large Cap Value Fund, not summed	5,061,268	0.06%	-1,198,756	Jul 31, 2026	Putnam Large Cap Value Fund, not summed
32.3	Putnam Focused Large Cap Value ETF Fund S000071710 · Registered fund · May 29, 2026 Putnam ETF Trust, not summed	1,319,818	0.02%	+248,521	May 29, 2026	Putnam ETF Trust, not summed
32.4	Putnam Sustainable Leaders Fund Fund S000006295 · Registered fund · Jun 30, 2026 Putnam Sustainable Leaders Fund, not summed	457,500	0.01%	-232,300	Jun 30, 2026	Putnam Sustainable Leaders Fund, not summed
32.5	Franklin Rising Dividends VIP Fund Fund S000007313 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	439,092	0.01%	+7,629	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
33	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	24,804,699	0.31%	+194,642	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
34	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	24,665,951	0.31%	-66,213	Jun 30, 2026	carried, not yet filed for the newest quarter
35	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	24,218,764	0.31%	+87,896	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	RJ Eagle GCM Dividend Select Income ETF Fund S000091480 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	35,620	0.00%	+15,080	Jun 30, 2026	Carillon Series Trust, not summed
35.2	Carillon ClariVest Capital Appreciation Fund Fund S000058957 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	31,949	0.00%	0	Jun 30, 2026	Carillon Series Trust, not summed
36	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	23,799,459	0.30%	-916,930	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
37	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	22,447,440	0.28%	+2,390,316	Jun 30, 2026	carried, not yet filed for the newest quarter
38	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	21,983,090	0.28%	+511,901	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	T. Rowe Price Dividend Growth Fund, Inc. Fund S000002075 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed	3,280,616	0.04%	-149,594	Jun 30, 2026	T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed
38.2	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	2,699,233	0.03%	-38,728	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
38.3	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	1,267,396	0.02%	+27,741	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
38.4	T. Rowe Price Equity Income Fund Fund S000002076 · Registered fund · Jun 30, 2026 T. ROWE PRICE EQUITY INCOME FUND, INC., not summed	771,000	0.01%	-13,000	Jun 30, 2026	T. ROWE PRICE EQUITY INCOME FUND, INC., not summed
38.5	T. Rowe Price U.S. Equity Research ETF Fund S000071604 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	276,714	0.00%	+109,840	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
39	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	20,796,957	0.26%	+6,393,326	Jun 30, 2026	carried, not yet filed for the newest quarter
40	WALTON ALICE L Insider CIK 1013440 · Dec 18, 2024 10% Owner, issuer-wide	20,245,740	0.26%	-3,606,663,095	Dec 18, 2024	10% Owner, issuer-wide
41	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	19,461,555	0.25%	-4,527,662	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	4,809,205	0.06%	-1,330,107	Jun 30, 2026	College Retirement Equities Fund, not summed
41.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	3,653,300	0.05%	+3,816	Jul 31, 2026	TIAA-CREF Funds, not summed
41.3	College Retirement Equities Fund - Global Equities Account Fund S000005081 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	1,968,728	0.02%	+180,697	Jun 30, 2026	College Retirement Equities Fund, not summed
41.4	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	1,900,798	0.02%	-97,633	Jun 30, 2026	College Retirement Equities Fund, not summed
41.5	Nuveen Large Cap Value Index Fund Fund S000005388 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	1,464,923	0.02%	-45,585	Jul 31, 2026	TIAA-CREF Funds, not summed
42	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	18,607,297	0.23%	+6,525,224	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	DWS Core Equity Fund Fund S000005706 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	667,925	0.01%	-13,634	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
42.2	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	303,021	0.00%	+44,801	May 29, 2026	DBX ETF Trust, not summed
42.3	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	264,383	0.00%	-56,622	May 29, 2026	DBX ETF Trust, not summed
42.4	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	136,171	0.00%	-5,061	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
42.5	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	60,449	0.00%	-104	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
43	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	18,541,042	0.23%	-1,410,137	Jun 30, 2026	carried, not yet filed for the newest quarter
44	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	16,194,461	0.20%	+72,067	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	2,591,562	0.03%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
44.2	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	2,286,919	0.03%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
44.3	Dimensional U.S. Equity Market ETF Fund S000070902 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,328,518	0.02%	+20,843	Jul 31, 2026	Dimensional ETF Trust, not summed
44.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,223,660	0.02%	+205,339	Jul 31, 2026	Dimensional ETF Trust, not summed
44.5	U.S. LARGE COMPANY PORTFOLIO Fund S000001014 · Registered fund · Jul 31, 2026 DIMENSIONAL INVESTMENT GROUP INC, not summed	975,302	0.01%	-22,441	Jul 31, 2026	DIMENSIONAL INVESTMENT GROUP INC, not summed
45	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 13F CIK 1694217 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	14,024,418	0.18%	-1,481,099	Jun 30, 2026	carried, not yet filed for the newest quarter
46	SG Americas Securities, LLC 13F CIK 1313360 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	12,674,228	0.16%	+9,478,296	Jun 30, 2026	carried, not yet filed for the newest quarter
47	BANK OF MONTREAL /CAN/ 13F CIK 927971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	12,397,848	0.16%	+27,517	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Swiss National Bank 13F CIK 1582202 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	12,367,300	0.16%	-497,500	Jun 30, 2026	carried, not yet filed for the newest quarter
49	JPMorgan Large Cap Growth Fund Fund S000003856 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	11,808,678	0.15%	-5,101,457	Jun 30, 2026	JPMorgan Trust II, not summed
50	VANGUARD CONSUMER STAPLES INDEX FUND Fund S000004447 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	11,725,739	0.15%	+102,066	May 31, 2026	VANGUARD WORLD FUND, not summed

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Key facts CIK 104169 CUSIP 931142103 13F (30d) 1254 filings 1206 filers Visit website Investor relations