How many institutions own BK stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own BK shares is 2031, representing 87.24% of the company's common stock.

Who are the major shareholders selling The Bank of New York Mellon Corporation stock?

GABELLI FUNDS LLC, in the last quarter, reduced its stake in BK by -4.16% restricting it's holding to 1.43 million shares of worth nearly $155.91M. ZURCHER KANTONALBANK (ZURICH CANTONALBANK) also lessened -6.15% of the BK shares from its portfolio, reducing its holding to 1.61 million shares of worth $175.63M. FRANKLIN RESOURCES INC also shunned BK shares holding by -17.61% last quarter which brought its holding to 1.63 million shares worth $178.41M.

Investors who are buying BK stock?

As per its latest 13F filing, THRIVENT FINANCIAL FOR LUTHERANS increased its stake in BK by 7.5% in the last quarter. The institutional holder raised its holding to 1.12 million shares having worth more than $122.24M. CANADA PENSION PLAN INVESTMENT BOARD also added 14.06% more shares of BK to its portfolio, raising its holding to 1.29 million shares of worth $140.80M. GREAT WEST LIFE ASSURANCE CO /CAN/ also increased its BK shares holding by 0.85% which brought its holding to 1.54 million shares worth $168.60M.

BK's major insiders: who are they?

The insider with the most stakes in BK is BERKSHIRE HATHAWAY INC , 10 percent owner at the company. Additionally, BK stock is highly held by director GARDEN EDWARD P and Chairman & CEO SCHARF CHARLES W among others.

Did an insider recently sell BK stock?

Company executives, directors, and other insiders own 0.18% percent of The Bank of New York Mellon Corporation's stock. Within the last six months, there have been 1 transaction(s) in which BK insiders have sold stock, totaling 20K shares. Insiders that have sold shares include MCCARTHY J KEVIN, KEATING CATHERINE, and KURIMSKY KURTIS R..

Which insider recently purchased BK stock?

There have been 0 transaction(s) during the past 6-months in which The Bank of New York Mellon Corporation insiders have bought stock, totalling 0 shares

How much of BK does insiders own?

Around 35.12K The Bank of New York Mellon Corporation shares are held by insiders, which represents about 0.18% of BK stock.

Who is the insider with the largest stake?

BK 10 percent owner, BERKSHIRE HATHAWAY INC holds the largest portfolio of the company's shares. BK shares owned by BERKSHIRE total nearly 88.13 million.

Which institution holds the most shares in BK?

THRIVENT FINANCIAL FOR LUTHERANS is the largest institutional owner in BK which holds 1.12 million shares worth $122.24M or 0.16% of the total BK shares outstanding followed by CANADA PENSION PLAN INVESTMENT BOARD with ownership of 1.29 million shares representing 0.18% of the BK ownership. GABELLI FUNDS LLC is the third largest stakeholder with 1.43 million shares or 0.2% of the ownership worth more than $155.91M.

Is The Bank of New York Mellon Corporation stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the BK is concerned, it is a stock which is optionable.

Is there a short position on BK's shares?

Number of BK shares short is 10.37M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding BK shares are there?

As of today, 705.24M shares of BK are outstanding.

Is there many float in BK stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, BK has 703.51M shares in float.

BK short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for BK is 3.22.

Bank of New York Mellon (BK) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares1.47

Short Percent Of Float1.47

Shares Outstanding705.24M

Shares Float703.51M

Shares Short10.37M

Short Ratio3.22

1.47%

Short % of Float

1.47%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.18% Percentage of Shares held by All Insiders

87.24% Percentage of Shares held by All Institutions

87.39% Percentage of Float held by Institutions

2031

Number of Institutions Holding Shares

Institutional Ownership

About 87.24% of BK shares are held by financial institutions. THRIVENT FINANCIAL FOR LUTHERANS is the top corporate investor, holding 1.12M shares valued at $122.24M. A 0.16% stake in The Bank of New York Mellon Corporation is owned by the company. CANADA PENSION PLAN INVESTMENT BOARD owns 1.29M shares valued at $140.80M, which translates its holding of 0.18% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.16%	1.12M	122.24M	78.24K	+7.50%
Sep 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.18%	1.29M	140.8M	159.3K	+14.06%
Sep 30, 2025	GABELLI FUNDS LLC	0.2%	1.43M	155.91M	-62.1K	-4.16%
Sep 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.22%	1.54M	168.6M	12.93K	+0.85%
Sep 30, 2025	SQUAREPOINT OPS LLC	0.22%	1.55M	168.68M	293K	+23.35%
Sep 30, 2025	ZURCHER KANTONALBANK (ZURICH CANTONALBANK)	0.23%	1.61M	175.63M	-105.71K	-6.15%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.23%	1.63M	178.41M	-349.47K	-17.61%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	1.67M	181.91M	-32.16K	-1.89%
Sep 30, 2025	FEDERATED HERMES, INC.	0.24%	1.69M	184.61M	411.86K	+32.12%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.26%	1.86M	202.79M	97.95K	+5.56%
Sep 30, 2025	NATIONAL PENSION SERVICE	0.29%	2.05M	223.73M	61.72K	+3.10%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.29%	2.06M	224.06M	-231.32K	-10.11%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.29%	2.07M	225.52M	-847.14K	-29.04%
Sep 30, 2025	FAYEZ SAROFIM & CO	0.3%	2.13M	231.95M	-50.71K	-2.33%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.3%	2.14M	233.21M	79.12K	+3.84%
Sep 30, 2025	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.31%	2.17M	236.01M	577.62K	+36.36%
Sep 30, 2025	BARCLAYS PLC	0.34%	2.37M	258.5M	31.64K	+1.35%
Sep 30, 2025	PARNASSUS INVESTMENTS, LLC	0.36%	2.51M	272.98M	-42.06K	-1.65%
Sep 30, 2025	HSBC HOLDINGS PLC	0.38%	2.64M	287.92M	228.91K	+9.48%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.44%	3.13M	340.91M	290.24K	+10.23%
Sep 30, 2025	DEUTSCHE BANK AG\	0.46%	3.22M	350.53M	-130.34K	-3.89%
Sep 30, 2025	UBS GROUP AG	0.46%	3.26M	355.19M	79.56K	+2.50%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.48%	3.41M	371.61M	-1.53M	-31.01%
Sep 30, 2025	HARRIS ASSOCIATES L P	0.49%	3.44M	375.35M	-1.46M	-29.79%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.54%	3.79M	412.5M	-35.88K	-0.94%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.57%	4.02M	438.42M	906.22K	+29.07%
Sep 30, 2025	ROYAL BANK OF CANADA	0.6%	4.2M	457.32M	174.6K	+4.34%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.64%	4.48M	488.56M	66.01K	+1.49%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.66%	4.64M	505.28M	-100.46K	-2.12%
Sep 30, 2025	LSV ASSET MANAGEMENT	0.8%	5.67M	617.7M	-590.06K	-9.43%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.81%	5.73M	624.04M	-749	-0.01%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.82%	5.78M	629.83M	-232.16K	-3.86%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.96%	6.8M	740.4M	2.09M	+44.28%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	1%	7.08M	771.08M	6.12M	+639.49%
Sep 30, 2025	INVESCO LTD.	1.01%	7.1M	773.77M	-397.51K	-5.30%
Sep 30, 2025	NUVEEN, LLC	1.07%	7.52M	818.98M	-1.52M	-16.81%
Sep 30, 2025	NORTHERN TRUST CORP	1.22%	8.62M	939.16M	-474.91K	-5.22%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.28%	9.04M	984.92M	-83.07K	-0.91%
Sep 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	1.46%	10.3M	1.12B	-2.25M	-17.90%
Sep 30, 2025	JPMORGAN CHASE & CO	1.89%	13.3M	1.45B	1.09M	+8.92%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.89%	13.35M	1.45B	2.03M	+17.99%
Sep 30, 2025	MORGAN STANLEY	2.08%	14.64M	1.59B	-65.51K	-0.45%
Sep 30, 2025	ARTISAN PARTNERS LIMITED PARTNERSHIP	2.18%	15.34M	1.67B	-466.88K	-2.95%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.37%	16.72M	1.82B	617.17K	+3.83%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.67%	18.83M	2.05B	-63.67K	-0.34%
Sep 30, 2025	STATE STREET CORP	4.62%	32.53M	3.54B	-721.35K	-2.17%
Sep 30, 2025	FMR LLC	4.91%	34.59M	3.77B	2.09M	+6.43%
Sep 30, 2025	DODGE & COX	4.94%	34.84M	3.8B	-2.78M	-7.38%
Sep 30, 2025	BLACKROCK, INC.	8.89%	62.63M	6.82B	-1.38M	-2.15%
Sep 30, 2025	VANGUARD GROUP INC	10.03%	70.67M	7.7B	-420.11K	-0.59%
Sep 30, 2025	GAMCO INVESTORS, INC. ET AL	0.19%	1.31M	142.3M	-136.8K	-9.48%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.19%	1.34M	145.57M	56.47K	+4.41%
Sep 30, 2025	RHUMBLINE ADVISERS	0.19%	1.35M	146.67M	3.98K	+0.30%
Sep 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.2%	1.4M	152.5M	-10.47K	-0.74%
Sep 30, 2025	AMUNDI	0.72%	5.09M	541.72M	-776.06K	-13.23%
Sep 30, 2025	DELTA ACCUMULATION, LLC	0.12%	854.8K	61.43M	585K	+216.83%
Sep 30, 2025	SWEDBANK AB	0.12%	869.73K	94.77M	4.51K	+0.52%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.13%	889.46K	96.99M	304.35K	+52.01%
Sep 30, 2025	CITIGROUP INC	0.13%	891.61K	97.15M	-88.98K	-9.07%
Sep 30, 2025	LPL FINANCIAL LLC	0.13%	901.85K	98.27M	288.35K	+47.00%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.13%	904.45K	98.55M	196.9K	+27.83%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.13%	932.37K	101.59M	-287.81K	-23.59%
Sep 30, 2025	SEI INVESTMENTS CO	0.14%	963.68K	105M	73.9K	+8.31%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.14%	993.27K	108.23M	128.18K	+14.82%
Sep 30, 2025	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.14%	1M	108.34M	-395.19K	-28.30%
Sep 30, 2025	DAVIS SELECTED ADVISERS	0.14%	1.01M	110.12M	-887.75K	-46.76%
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.15%	1.05M	114.19M	328.41K	+45.63%
Sep 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.2%	1.41M	153.65M	47.58K	+3.49%
Jun 30, 2025	ZACKS INVESTMENT MANAGEMENT	0.12%	873.2K	79.56M	15.34K	+1.79%
Jun 30, 2025	PRUDENTIAL FINANCIAL INC	0.25%	1.76M	160.64M	206.35K	+13.25%
Jun 30, 2025	VANGUARD GROUP INC	9.95%	71.09M	6.48B	517.08K	+0.73%
Jun 30, 2025	NORTHERN TRUST CORP	1.27%	9.09M	828.57M	-166.07K	-1.79%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.66%	4.74M	431.66M	-14.57K	-0.31%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.28%	1.98M	180.79M	-538.75K	-21.35%
Jun 30, 2025	STATE STREET CORP	4.65%	33.25M	3.03B	-315.16K	-0.94%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.25%	16.11M	1.47B	3.64M	+29.14%
Jun 30, 2025	UBS GROUP AG	0.44%	3.18M	289.76M	-401.52K	-11.21%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.66%	4.71M	429.11M	-344K	-6.81%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.4%	2.84M	258.61M	-49.29K	-1.71%
Jun 30, 2025	AUSTRALIANSUPER PTY LTD	0.09%	644.73K	58.74M	-458.19K	-41.54%
Jun 30, 2025	AVIVA PLC	0.09%	623.94K	56.85M	-293.04K	-31.96%
Jun 30, 2025	ARTEMIS INVESTMENT MANAGEMENT LLP	0.08%	602.16K	54.86M	602.16K	+100.00%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.08%	573.9K	52.29M	-24.03K	-4.02%
Jun 30, 2025	KOREA INVESTMENT CORP	0.08%	565.13K	51.49M	-23.13K	-3.93%
Jun 30, 2025	BRIDGEWATER ASSOCIATES, LP	0.08%	551.98K	50.29M	-495.23K	-47.29%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.07%	513.12K	46.75M	26.61K	+5.47%
Jun 30, 2025	PICTET ASSET MANAGEMENT HOLDING SA	0.07%	508.41K	46.32M	12.54K	+2.53%
Jun 30, 2025	CBOE VEST FINANCIAL, LLC	0.07%	500.89K	45.64M	-12.92K	-2.51%
Jun 30, 2025	BLACKROCK, INC.	8.95%	64M	5.83B	-338.95K	-0.53%
Jun 30, 2025	DODGE & COX	5.26%	37.62M	3.43B	-4.36M	-10.38%
Jun 30, 2025	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.07%	473.76K	43.16M	-674.27K	-58.73%
Jun 30, 2025	QRG CAPITAL MANAGEMENT, INC.	0.06%	459.27K	41.84M	73.11K	+18.93%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.06%	446.24K	40.66M	-46.05K	-9.35%
Jun 30, 2025	LFL ADVISERS, LLC	0.06%	436.94K	39.81M	12.31K	+2.90%
Jun 30, 2025	LEVIN CAPITAL STRATEGIES, L.P.	0.06%	426.47K	38.86M	-250	-0.06%
Jun 30, 2025	CSM ADVISORS, LLC	0.06%	425.02K	38.72M	388.93K	+1,077.88%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.06%	414.87K	37.8M	38.74K	+10.30%
Jun 30, 2025	AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC	0.06%	407.61K	37.14M	-1.3K	-0.32%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.06%	407.35K	37.11M	-325.1K	-44.39%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.06%	401.47K	36.58M	66.57K	+19.88%
Jun 30, 2025	ARTISAN PARTNERS LIMITED PARTNERSHIP	2.21%	15.8M	1.44B	139.54K	+0.89%
Jun 30, 2025	YACKTMAN ASSET MANAGEMENT LP	0.08%	539.13K	49.12M	-34.74K	-6.05%
Jun 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	1.76%	12.55M	1.14B	-1.39M	-9.94%
Jun 30, 2025	GAMCO INVESTORS, INC. ET AL	0.2%	1.44M	131.45M	-45.01K	-3.03%
Jun 30, 2025	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.2%	1.4M	127.25M	259.2K	+22.79%
Jun 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.19%	1.36M	124.15M	91.14K	+7.17%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.18%	1.28M	116.58M	57.17K	+4.68%
Jun 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.16%	1.13M	103.22M	95.28K	+9.18%
Jun 30, 2025	TCW GROUP INC	0.14%	1.02M	93.1M	11.28K	+1.12%
Jun 30, 2025	SWEDBANK AB	0.12%	865.22K	78.83M	55.65K	+6.87%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.11%	806.38K	73.47M	1.83K	+0.23%
Jun 30, 2025	PRIMECAP MANAGEMENT CO/CA/	0.11%	805.23K	73.36M	98.33K	+13.91%
Jun 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.11%	799.2K	72.82M	-90.94K	-10.22%
Jun 30, 2025	MILLER HOWARD INVESTMENTS INC /NY	0.11%	786.86K	71.69M	-1.28K	-0.16%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.11%	761.33K	69.36M	-959	-0.13%
Jun 30, 2025	M&G PLC	0.11%	759.98K	69.16M	-21.87K	-2.80%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.1%	719.72K	65.57M	58.55K	+8.86%
Jun 30, 2025	CANDRIAM S.C.A.	0.1%	709.37K	64.63M	29.7K	+4.37%
Jun 30, 2025	VIRGINIA RETIREMENT SYSTEMS ET AL	0.1%	678.86K	61.85M	-1.7K	-0.25%
Jun 30, 2025	MAN GROUP PLC	0.09%	644.01K	58.68M	-123.61K	-16.10%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.62%	4.42M	402.51M	-320.75K	-6.77%
Jun 30, 2025	LSV ASSET MANAGEMENT	0.88%	6.26M	570.27M	-337.75K	-5.12%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.17%	1.22M	111.17B	-57.04K	-4.47%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.17%	1.21M	110.55B	32.04K	+2.71%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.12%	892.7K	81.33B	-76.06K	-7.85%
Jun 30, 2025	ABRDN PLC	0.09%	676.64K	61.61M	64.16K	+10.48%
Jun 30, 2025	CORDA INVESTMENT MANAGEMENT, LLC.	0.09%	660.39K	60.17M	-21.52K	-3.16%
Jun 30, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.09%	655.32K	59.71M	300	+0.05%
Jun 30, 2025	BANK OF NOVA SCOTIA	0.09%	651.14K	59.32M	569.6K	+698.62%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.64%	18.9M	1.72B	785.48K	+4.34%
Jun 30, 2025	FMR LLC	4.55%	32.5M	2.96B	6.01M	+22.68%
Jun 30, 2025	MORGAN STANLEY	2.06%	14.7M	1.34B	1.96M	+15.38%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.58%	11.31M	1.03B	-733.12K	-6.09%
Jun 30, 2025		1.26%	9.03M	823.17M	-189.16K	-2.05%
Jun 30, 2025	INVESCO LTD.	1.05%	7.5M	683.23M	-765.23K	-9.26%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.84%	6.01M	547.79M	-3.84K	-0.06%
Jun 30, 2025	AMUNDI	0.82%	5.87M	540.19M	-822.47K	-12.30%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.8%	5.73M	521.87M	-517.53K	-8.29%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.69%	4.94M	450.41M	-171.83K	-3.36%
Jun 30, 2025	HARRIS ASSOCIATES L P	0.69%	4.91M	447M	-2.36M	-32.47%
Jun 30, 2025	ROYAL BANK OF CANADA	0.56%	4.02M	366.49M	-387.55K	-8.79%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.53%	3.82M	348.19M	-207.78K	-5.16%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.44%	3.12M	284.03M	-126.76K	-3.91%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.41%	2.92M	265.76M	-940.01K	-24.37%
Jun 30, 2025	PARNASSUS INVESTMENTS, LLC	0.36%	2.55M	232.1M	-101.5K	-3.83%
Jun 30, 2025	HSBC HOLDINGS PLC	0.34%	2.42M	220.04M	-50.08K	-2.03%
Jun 30, 2025	NUVEEN, LLC	1.26%	9.03M	823.17M	-189.16K	-2.05%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.28%	9.12M	831.14M	-114.65K	-1.24%
Jun 30, 2025	DEUTSCHE BANK AG\	0.47%	3.35M	304.99M	-266.09K	-7.36%
Jun 30, 2025	BARCLAYS PLC	0.33%	2.34M	213.27M	-47.32K	-1.98%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.32%	2.29M	208.43M	-70.06K	-2.97%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.29%	2.06M	187.8M	75.93K	+3.82%
Jun 30, 2025	GABELLI FUNDS LLC	0.21%	1.49M	136.02M	-66.82K	-4.28%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.21%	1.49M	135.73M	1.49M	+100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	1.71%	12.21M	1.11B	712.74K	+6.20%
Jun 30, 2025	NORGES BANK	1.66%	11.87M	1.08B	11.87M	+100.00%
Jun 30, 2025	FAYEZ SAROFIM & CO	0.3%	2.18M	198.57M	-240K	-9.92%
Jun 30, 2025	NATIONAL PENSION SERVICE	0.28%	1.99M	181.45M	-299.13K	-13.06%
Jun 30, 2025	DAVIS SELECTED ADVISERS	0.27%	1.9M	172.97M	-12.22K	-0.64%
Jun 30, 2025	ZURCHER KANTONALBANK (ZURICH CANTONALBANK)	0.24%	1.72M	156.49M	-13.36K	-0.77%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	1.7M	155.04M	-90.53K	-5.05%
Jun 30, 2025	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.22%	1.59M	144.72M	-317.96K	-16.68%
Jun 30, 2025	BRANDES INVESTMENT PARTNERS, LP	0.22%	1.54M	140.11M	-180.48K	-10.50%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.21%	1.52M	139.01M	-71.6K	-4.49%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.45%	3.24M	266.35M	887.36K	+37.65%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.54%	3.86M	323.48M	-883.62K	-18.64%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.71%	5.12M	429.03M	-2.64M	-34.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.28%	9.24M	774.71M	1.12M	+13.75%
Mar 31, 2025	FMR LLC	3.67%	26.49M	2.22B	3.42M	+14.82%
Mar 31, 2025	STATE STREET CORP	4.66%	33.56M	2.81B	-76.97K	-0.23%
Mar 31, 2025	DODGE & COX	5.82%	41.98M	3.52B	-2.72M	-6.09%
Mar 31, 2025	BLACKROCK, INC.	8.92%	64.34M	5.4B	-1.53M	-2.33%
Mar 31, 2025	VANGUARD GROUP INC	9.79%	70.58M	5.92B	-1.34M	-1.87%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.67%	12.04M	1.01B	221.61K	+1.87%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.73%	12.47M	1.05B	7.44M	+147.80%
Mar 31, 2025	MORGAN STANLEY	1.77%	12.74M	1.07B	1.5M	+13.37%
Mar 31, 2025	ZURCHER KANTONALBANK (ZURICH CANTONALBANK)	0.24%	1.73M	145.17M	-52.57K	-2.95%
Mar 31, 2025	FAYEZ SAROFIM & CO	0.34%	2.42M	202.92M	-405.8K	-14.36%
Mar 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.47%	3.36M	281.8M	-921.88K	-21.53%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.87%	6.25M	523.81M	21.32K	+0.34%
Mar 31, 2025	LSV ASSET MANAGEMENT	0.92%	6.6M	553.28M	-434.38K	-6.18%
Mar 31, 2025	HARRIS ASSOCIATES L P	1.01%	7.27M	609.36M	-2.26M	-23.70%
Mar 31, 2025	DAVIS SELECTED ADVISERS	0.27%	1.91M	160.25M	-226.33K	-10.59%
Mar 31, 2025	BRANDES INVESTMENT PARTNERS, LP	0.24%	1.72M	144.11M	-259K	-13.10%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.35%	2.52M	211.61M	225.62K	+9.82%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.56%	4.03M	337.95M	-147.98K	-3.54%
Mar 31, 2025	ROYAL BANK OF CANADA	0.61%	4.41M	369.87M	94.1K	+2.18%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.66%	4.74M	397.43M	3.73M	+368.93%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.83%	6.02M	504.47M	-1.25M	-17.23%
Mar 31, 2025	AMUNDI	0.93%	6.69M	534.47M	-674.61K	-9.16%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	1.13%	8.13M	681.49M	436.1K	+5.67%
Mar 31, 2025	NORTHERN TRUST CORP	1.28%	9.26M	776.66M	-273.35K	-2.87%
Mar 31, 2025	ARTISAN PARTNERS LIMITED PARTNERSHIP	2.17%	15.66M	1.31B	-310.21K	-1.94%
Mar 31, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	1.93%	13.94M	1.17B	-86.53K	-0.62%
Mar 31, 2025	PARNASSUS INVESTMENTS, LLC	0.37%	2.65M	222.16M	-229K	-7.96%
Mar 31, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.22%	1.6M	134.21M	134.12K	+9.18%
Mar 31, 2025	KBC GROUP NV	0.23%	1.66M	139.58M	-87.84K	-5.01%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.4%	2.89M	242.2M	-93.16K	-3.13%
Mar 31, 2025	UBS GROUP AG	0.5%	3.58M	300.41M	-798.63K	-18.23%
Mar 31, 2025	DEUTSCHE BANK AG\	0.5%	3.61M	303.07M	-30K	-0.82%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.66%	4.75M	398.58M	-97.06K	-2.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.7%	5.05M	423.86M	1.02M	+25.20%
Mar 31, 2025	INVESCO LTD.	1.15%	8.26M	693.12M	667.97K	+8.79%
Mar 31, 2025		1.28%	9.22M	773.63M	9.22M	+100.00%
Mar 31, 2025	JPMORGAN CHASE & CO	1.6%	11.5M	964.48M	5.28M	+84.86%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.51%	18.11M	1.52B	439.33K	+2.49%
Mar 31, 2025	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.26%	1.91M	159.89M	-15.04K	-0.78%
Mar 31, 2025	BARCLAYS PLC	0.33%	2.39M	200.29M	-496.99K	-17.23%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.25%	1.79M	150.31M	64.59K	+3.74%
Mar 31, 2025	SQUAREPOINT OPS LLC	0.26%	1.87M	157.12M	767.22K	+69.36%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.28%	1.99M	166.51M	109.64K	+5.85%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.33%	2.36M	197.74M	93.85K	+4.15%
Mar 31, 2025	NATIONAL PENSION SERVICE	0.32%	2.29M	192.12M	113.63K	+5.22%
Mar 31, 2025	HSBC HOLDINGS PLC	0.34%	2.47M	206.31M	12.94K	+0.53%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	1.02%	8.01M	461.7M	-422.5K	-5.01%
Mar 31, 2024	GABELLI FUNDS LLC	0.22%	1.71M	98.49M	-2K	-0.12%
Mar 31, 2024	RHUMBLINE ADVISERS	0.23%	1.78M	102.76M	144.23K	+8.80%
Mar 31, 2024	GAMCO INVESTORS, INC. ET AL	0.23%	1.72M	99.3M	-14.08K	-0.81%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.23%	1.77M	102.11M	-324.12K	-15.46%
Mar 31, 2024	JPMORGAN CHASE & CO	0.25%	1.94M	111.85M	550.29K	+39.57%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.25%	1.88M	108.37M	1.15M	+157.20%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.25%	1.97M	113.32M	-9.27K	-0.47%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.27%	2.13M	122.71M	280.24K	+15.15%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.28%	2.2M	126.94M	-1.4M	-38.85%
Mar 31, 2024	ROYAL BANK OF CANADA	0.3%	2.32M	133.54M	349.84K	+17.78%
Mar 31, 2024	DEUTSCHE BANK AG\	0.3%	2.33M	134.45M	-208.56K	-8.21%
Mar 31, 2024	HSBC HOLDINGS PLC	0.34%	2.65M	152.85M	295.26K	+12.52%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.46%	3.46M	199.31M	230.29K	+7.13%
Mar 31, 2024	BARCLAYS PLC	0.48%	3.8M	219.03M	1.01M	+35.95%
Mar 31, 2024	YACKTMAN ASSET MANAGEMENT LP	0.49%	3.72M	214.19M	-61.64K	-1.63%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	0.52%	3.91M	225.53M	267.61K	+7.34%
Mar 31, 2024	PARNASSUS INVESTMENTS, LLC	0.53%	3.98M	229.04M	-826.77K	-17.22%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.6%	4.7M	270.96M	-897.51K	-16.03%
Mar 31, 2024	NORTHERN TRUST CORP	1.1%	8.6M	495.62M	-449.61K	-4.97%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.21%	1.68M	96.76M	381.5K	+29.40%
Mar 31, 2024	ZURCHER KANTONALBANK (ZURICH CANTONALBANK)	0.21%	1.65M	95.04M	94.96K	+6.11%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.21%	1.63M	93.9M	1.61M	+9,635.77%
Mar 31, 2024	CREDIT SUISSE AG/	0.21%	1.62M	93.33M	-7.03K	-0.43%
Mar 31, 2024	NATIONAL PENSION SERVICE	0.2%	1.6M	92.19M	4.85K	+0.30%
Mar 31, 2024	GREAT WEST LIFE ASSURANCE CO /CAN/	0.19%	1.51M	87.3M	76.65K	+5.34%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.18%	1.43M	82.23M	-57.43K	-3.87%
Mar 31, 2024	CANADA PENSION PLAN INVESTMENT BOARD	0.18%	1.4M	80.53M	574.19K	+69.73%
Mar 31, 2024	ABRDN PLC	0.17%	1.34M	77.3M	68.75K	+5.40%
Mar 31, 2024	SCHRODER INVESTMENT MANAGEMENT GROUP	0.15%	1.2M	69.31M	99.05K	+8.97%
Mar 31, 2024	MILLER HOWARD INVESTMENTS INC /NY	0.14%	1.11M	63.86M	-4.8K	-0.43%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.14%	1.11M	63.67M	-77.76K	-6.57%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.14%	1.09M	62.79M	-70.78K	-6.10%
Mar 31, 2024	FEDERATED HERMES, INC.	0.14%	1.08M	62.19M	9.67K	+0.90%
Mar 31, 2024	VANGUARD GROUP INC	9.35%	73.28M	4.22B	-1.22M	-1.64%
Mar 31, 2024	BLACKROCK INC.	8.11%	63.6M	3.66B	-762.11K	-1.18%
Mar 31, 2024	DODGE & COX	7.32%	55.41M	3.19B	-3.36M	-5.72%
Mar 31, 2024	STATE STREET CORP	4.16%	32.64M	1.88B	-768.78K	-2.30%
Mar 31, 2024	ARTISAN PARTNERS LIMITED PARTNERSHIP	2.29%	17.3M	996.84M	-2.49M	-12.60%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.24%	17.54M	1.01B	441.47K	+2.58%
Mar 31, 2024	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	2.12%	16.01M	922.56M	-202.36K	-1.25%
Mar 31, 2024	FMR LLC	1.64%	12.87M	741.39M	799.42K	+6.62%
Mar 31, 2024	KBC GROUP NV	0.34%	2.59M	149.21M	1.06M	+69.42%
Mar 31, 2024	DAVIS SELECTED ADVISERS	1.36%	10.28M	592.53M	-2.32M	-18.40%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	1.28%	10.06M	579.63M	1.39M	+15.99%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.27%	10M	575.93M	1.53M	+18.03%
Mar 31, 2024	AMUNDI	1.23%	9.3M	513.63M	-2.16M	-18.87%
Mar 31, 2024	HARRIS ASSOCIATES L P	1.22%	9.25M	533.2M	476.31K	+5.43%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	1.21%	9.15M	527.26M	-648.45K	-6.62%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.08%	8.48M	488.4M	-192.81K	-2.22%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	1.05%	7.96M	458.7M	-28.35K	-0.35%
Mar 31, 2024	MORGAN STANLEY	1%	7.87M	453.55M	268.76K	+3.54%
Mar 31, 2024	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.97%	7.31M	421.07M	-2.22M	-23.27%
Mar 31, 2024	LSV ASSET MANAGEMENT	0.96%	7.28M	419.61M	-89.9K	-1.22%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.87%	6.8M	391.75M	40.62K	+0.60%
Mar 31, 2024	INVESCO LTD.	0.73%	5.69M	327.98M	-223.32K	-3.78%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.68%	5.35M	308.33M	-21.97K	-0.41%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.65%	5.12M	294.86M	-227.46K	-4.26%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.62%	4.85M	279.73M	52.1K	+1.08%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	0.6%	4.72M	272.14M	-262.46K	-5.26%
Mar 31, 2024	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.33%	2.5M	143.84M	33.37K	+1.36%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.31%	2.37M	136.37M	-238.22K	-9.14%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.31%	2.41M	139.07M	2.05M	+567.10%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.27%	2.02M	116.53M	-53.9K	-2.60%
Mar 31, 2024	UBS GROUP AG	0.26%	2.03M	117M	699.73K	+52.58%
Mar 31, 2024	BRANDES INVESTMENT PARTNERS, LP	0.25%	1.91M	110.09M	157.84K	+9.01%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.33%	2.6M	135.06M	-475.66K	-15.44%
Dec 31, 2023	DEUTSCHE BANK AG\	0.33%	2.54M	132.31M	494.47K	+24.15%
Dec 31, 2023	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.32%	2.46M	128.2M	-94.82K	-3.71%
Dec 31, 2023	HSBC HOLDINGS PLC	0.3%	2.36M	122.67M	93.06K	+4.11%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.27%	2.1M	109.11M	475.5K	+29.34%
Dec 31, 2023	CITADEL ADVISORS LLC	0.28%	2.18M	113.5M	575.53K	+35.86%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.25%	1.98M	102.85M	-18.65K	-0.94%
Dec 31, 2023	ROYAL BANK OF CANADA	0.25%	1.97M	102.42M	-355.72K	-15.31%
Dec 31, 2023	VOYA INVESTMENT MANAGEMENT LLC	0.25%	1.96M	101.85M	-210.46K	-9.71%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.24%	1.85M	96.26M	280.03K	+17.84%
Dec 31, 2023	BRANDES INVESTMENT PARTNERS, LP	0.23%	1.75M	91.23M	197.53K	+12.70%
Dec 31, 2023	GAMCO INVESTORS, INC. ET AL	0.22%	1.74M	90.43M	-75.29K	-4.15%
Dec 31, 2023	VANGUARD GROUP INC	9.58%	74.5M	3.88B	4.29M	+6.12%
Dec 31, 2023	BLACKROCK INC.	8.27%	64.36M	3.35B	-946.9K	-1.45%
Dec 31, 2023	DODGE & COX	7.56%	58.77M	3.06B	-259.06K	-0.44%
Dec 31, 2023	STATE STREET CORP	4.3%	33.41M	1.74B	1.24M	+3.86%
Dec 31, 2023	ARTISAN PARTNERS LIMITED PARTNERSHIP	2.54%	19.79M	1.03B	144.16K	+0.73%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.2%	17.1M	887.85M	270.11K	+1.60%
Dec 31, 2023	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	2.08%	16.21M	843.91M	-27.79K	-0.17%
Dec 31, 2023	NORGES BANK	2.01%	15.63M	813.7M	15.63M	+100.00%
Dec 31, 2023	DAVIS SELECTED ADVISERS	1.62%	12.6M	655.95M	-394.1K	-3.03%
Dec 31, 2023	FMR LLC	1.55%	12.07M	628.11M	145.5K	+1.22%
Dec 31, 2023	AMUNDI	1.47%	11.46M	605.93M	785.32K	+7.36%
Dec 31, 2023	LONGVIEW PARTNERS (GUERNSEY) LTD	1.43%	11.11M	578.2M	-1.49M	-11.79%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	1.26%	9.8M	510.05M	-926.93K	-8.64%
Dec 31, 2023	NORTHERN TRUST CORP	1.16%	9.05M	471.12M	-402.67K	-4.26%
Dec 31, 2023	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.22%	9.52M	495.7M	-373.27K	-3.77%
Dec 31, 2023	HARRIS ASSOCIATES L P	1.13%	8.78M	456.86M	407.74K	+4.87%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	1.12%	8.67M	451.42M	266.7K	+3.17%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.27%	2.08M	108.07M	-38.1K	-1.80%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.11%	8.67M	451.22M	-109.27K	-1.24%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.09%	8.47M	440.79M	6.97M	+465.87%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	1.08%	8.44M	439.06M	-322.1K	-3.68%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	1.03%	7.99M	415.83M	1.38M	+20.87%
Dec 31, 2023	MORGAN STANLEY	0.98%	7.6M	395.72M	-4.9K	-0.06%
Dec 31, 2023	LSV ASSET MANAGEMENT	0.95%	7.37M	383.72M	72.88K	+1.00%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.87%	6.76M	351.77M	223.87K	+3.43%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	0.26%	2M	104.32M	2M	+100.00%
Dec 31, 2023	INVESCO LTD.	0.76%	5.92M	307.89M	143.22K	+2.48%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.72%	5.6M	291.48M	-333K	-5.61%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.69%	5.37M	279.67M	117.26K	+2.23%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.69%	5.34M	278.2M	-1.04M	-16.32%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	0.64%	4.99M	259.49M	-715.26K	-12.55%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.62%	4.8M	249.98M	70.15K	+1.48%
Dec 31, 2023	PARNASSUS INVESTMENTS, LLC	0.62%	4.8M	249.93M	-71.13K	-1.46%
Dec 31, 2023	YACKTMAN ASSET MANAGEMENT LP	0.49%	3.78M	196.69M	-14.03K	-0.37%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	0.47%	3.65M	189.8M	104.56K	+2.95%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.46%	3.6M	187.51M	-2.64M	-42.33%
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.42%	3.23M	168.06M	1.23M	+61.41%
Dec 31, 2023	BARCLAYS PLC	0.36%	2.8M	145.53M	-956.04K	-25.48%

Insiders

Among the BK insiders holding of 0.18% of the stake in company, BERKSHIRE HATHAWAY INC, 10 percent owner, holds the largest shares of 88.13M. GARDEN EDWARD P, director, is the second largest BK insider with ownership of 12.61M shares. SCHARF CHARLES W, Chairman & CEO, stands third with possession of 304.12K shares of that stake.

Insiders	Designation	Shares Held
BERKSHIRE HATHAWAY INC	10 percent owner	88.13M
GARDEN EDWARD P	director	12.61M
SCHARF CHARLES W	Chairman & CEO	304.12K
SHEA BRIAN T	Vice Chairman	181.82K
SMITS HANNEKE	Sr. Exec. Vice President	157.46K
PEETZ KAREN B	President	157.01K
HARRIS MITCHELL E.	Sr. Executive Vice President	145.43K
SANTHANAKRISHNAN SENTHILKUMAR	Senior Exec VP	144.72K
ENGLE BRIDGET E.	Sr. Exec. Vice President	101.89K
VON SCHACK WESLEY W	director	90.74K
KEATING CATHERINE	Sr. Exec. Vice President	87.54K
LA SALLA FRANCIS J.	Sr. Executive Vice President	69.3K
NEAL MICHELLE M.	Managing Director	49.81K
MCCARTHY J KEVIN	SEVP & General Counsel	35.12K
KURIMSKY KURTIS R.	Corporate Controller	21.68K
HASSELL GERALD L	Chairman of the Board	10K
DALEY WILLIAM M	Vice Chairman	5.65K
GIBBONS THOMAS P	Chief Executive Officer	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jul 22, 2025	MCCARTHY J KEVIN	SALE	98.45	20K	1.97M	35.12K
Apr 29, 2025	MCCARTHY J KEVIN	SALE	79.03	30K	2.37M	55.12K
Apr 14, 2025	KEATING CATHERINE	SALE	77.31	65.47K	5.06M	87.54K
Apr 14, 2025	KURIMSKY KURTIS R.	SALE	77.50	5.64K	437.21K	21.68K
Oct 15, 2024	SMITS HANNEKE	SALE	76.47	16.48K	1.26M	157.46K
Oct 15, 2024	MCCARTHY J KEVIN	SALE	76.31	25K	1.91M	75.4K
Jul 18, 2024	SMITS HANNEKE	SALE	64.11	15K	961.62K	173.93K
May 08, 2024	SANTHANAKRISHNAN SENTHILKUMAR	SALE	57.65	15.64K	901.77K	144.72K
May 07, 2024	KURIMSKY KURTIS R.	SALE	57.93	6.22K	360.04K	24.35K
Apr 19, 2024	MCCARTHY J KEVIN	SALE	56.15	40K	2.25M	100.4K
Apr 18, 2024	KEATING CATHERINE	SALE	54.88	54.07K	2.97M	78.35K
Feb 08, 2024	KEATING CATHERINE	SALE	54.81	4.5K	246.53K	123.49K
Jan 16, 2024	KEATING CATHERINE	SALE	55.01	31.32K	1.72M	95.71K
Jan 16, 2024	SMITS HANNEKE	SALE	55.16	15.43K	850.79K	119.66K
Aug 04, 2023	KURIMSKY KURTIS R.	SALE	45.64	14.05K	641.03K	23.82K
Jul 19, 2023	MCCARTHY J KEVIN	SALE	46.33	35K	1.62M	98.1K
Nov 09, 2022	SMITS HANNEKE	SALE	42.29	16.96K	717.24K	82.26K
Oct 19, 2022	MCCARTHY J KEVIN	SALE	39.37	20K	787.31K	108.69K
Aug 08, 2022	GIBBONS THOMAS P	SALE	43.24	67K	2.9M	0
May 10, 2022	ENGLE BRIDGET E.	SALE	42.82	44.14K	1.89M	101.89K
Jul 16, 2021	LA SALLA FRANCIS J.	SALE	49.41	25K	1.24M	69.3K
May 12, 2021	GIBBONS THOMAS P	SALE	51.46	155.93K	8.02M	0
May 06, 2021	MCCARTHY J KEVIN	SALE	51.65	12.5K	645.66K	102.21K
Apr 30, 2021	ENGLE BRIDGET E.	SALE	49.92	23.72K	1.18M	112.22K
Apr 19, 2021	KURIMSKY KURTIS R.	SALE	46.89	10.88K	510.07K	25.03K
Apr 19, 2021	MCCARTHY J KEVIN	SALE	46.79	35K	1.64M	114.71K
Feb 10, 2021	MCCARTHY J KEVIN	SALE	42.15	16.29K	686.54K	143.5K
Jul 22, 2020	HARRIS MITCHELL E.	SALE	35.75	35K	1.25M	145.43K
May 08, 2020	MCCARTHY J KEVIN	SALE	35.12	10K	351.2K	119.87K
Apr 17, 2020	ENGLE BRIDGET E.	SALE	37.53	37.91K	1.42M	100.16K
Apr 08, 2020	BERKSHIRE HATHAWAY INC	SALE	35.83	37.31K	1.34M	88.13M
Apr 07, 2020	BERKSHIRE HATHAWAY INC	SALE	35.31	197.38K	6.97M	88.8M
Oct 17, 2019	HARRIS MITCHELL E.	SALE	44.60	50K	2.23M	142.27K
Jul 24, 2019	GIBBONS THOMAS P	SALE	46.66	128.43K	5.99M	348.93K
Jul 18, 2019	DALEY WILLIAM M	PURCHASE	44.93	5.65K	253.83K	5.65K
May 03, 2019	GARDEN EDWARD P	SALE	50.10	513.59K	25.73M	12.61M
May 02, 2019	GARDEN EDWARD P	SALE	50.12	108.21K	5.42M	13.12M
Apr 30, 2019	MCCARTHY J KEVIN	SALE	49.43	25K	1.24M	93.42K
Mar 13, 2019	GARDEN EDWARD P	SALE	52.28	171.96K	8.99M	13.23M
Mar 12, 2019	GARDEN EDWARD P	SALE	52.05	618.7K	32.2M	13.4M
Mar 11, 2019	GARDEN EDWARD P	SALE	52.00	1.34K	69.47K	14.02M
Mar 01, 2019	KURIMSKY KURTIS R.	SALE	53.00	5.8K	307.26K	18.48K
Feb 15, 2019	ENGLE BRIDGET E.	SALE	52.99	22.67K	1.2M	92.15K
Feb 15, 2019	SCHARF CHARLES W	SALE	52.99	4.67K	247.68K	304.12K
Jan 28, 2019	GARDEN EDWARD P	SALE	53.16	707K	37.58M	14.02M
Jan 25, 2019	GARDEN EDWARD P	SALE	53.64	1.4M	75.1M	14.73M
May 11, 2018	KURIMSKY KURTIS R.	SALE	57.44	4.7K	270K	16.49K
Apr 23, 2018	MCCARTHY J KEVIN	SALE	55.89	15K	838.35K	100.61K
Apr 23, 2018	HARRIS MITCHELL E.	SALE	55.96	16.22K	907.47K	150.6K
Mar 09, 2018	GARDEN EDWARD P	PURCHASE	56.52	255.6K	14.45M	16.02M
Feb 22, 2018	ENGLE BRIDGET E.	SALE	56.62	38.93K	2.2M	68.05K
Dec 01, 2017	GIBBONS THOMAS P	SALE	54.15	38.15K	2.07M	271.85K
Nov 22, 2017	GARDEN EDWARD P	SALE	52.52	143.79K	7.55M	15.77M
Nov 21, 2017	GARDEN EDWARD P	SALE	52.55	6.54K	343.65K	15.91M
Nov 20, 2017	GARDEN EDWARD P	SALE	52.60	650K	34.19M	15.92M
Nov 03, 2017	SHEA BRIAN T	SALE	51.26	22.23K	1.14M	181.82K
Nov 01, 2017	HASSELL GERALD L	SALE	51.69	12.14K	627.46K	10K
Oct 24, 2017	GARDEN EDWARD P	SALE	52.22	4.51M	235.31M	16.57M
Oct 23, 2017	GARDEN EDWARD P	SALE	53.02	104.8K	5.56M	21.23M
Oct 20, 2017	GARDEN EDWARD P	SALE	53.13	1.03M	54.79M	21.34M
Aug 16, 2017	SHEA BRIAN T	SALE	52.90	44.25K	2.34M	204.04K
Aug 15, 2017	HASSELL GERALD L	SALE	53.04	1.79K	94.84K	0
Aug 09, 2017	GARDEN EDWARD P	SALE	53.09	10M	530.85M	22.37M
Aug 08, 2017	GIBBONS THOMAS P	SALE	53.95	184.38K	9.95M	271.55K
Aug 08, 2017	SCHARF CHARLES W	PURCHASE	53.76	150K	8.06M	223.64K
Aug 07, 2017	HASSELL GERALD L	SALE	53.70	319.8K	17.17M	872.61K
Aug 04, 2017	HASSELL GERALD L	SALE	54.09	380.92K	20.6M	872.61K
Aug 04, 2017	SCHARF CHARLES W	PURCHASE	54.04	36.9K	1.99M	73.64K
May 10, 2017	HARRIS MITCHELL E.	SALE	47.10	6.79K	319.74K	140.31K
May 02, 2017	SHEA BRIAN T	SALE	47.02	31.92K	1.5M	248.29K
Apr 24, 2017	GIBBONS THOMAS P	SALE	47.71	102.17K	4.87M	271.42K
Apr 24, 2017	MCCARTHY J KEVIN	SALE	47.64	10K	476.4K	100.49K
Mar 09, 2017	HASSELL GERALD L	SALE	48.11	100K	4.81M	885.32K
Feb 28, 2017	KURIMSKY KURTIS R.	SALE	46.83	3.97K	185.74K	17.85K
Feb 22, 2017	HARRIS MITCHELL E.	SALE	47.38	20K	947.6K	147.1K
Feb 08, 2017	SHEA BRIAN T	SALE	45.07	80.49K	3.63M	267.99K
Dec 12, 2016	NEAL MICHELLE M.	SALE	48.43	4.28K	207.2K	49.81K
Dec 09, 2016	HASSELL GERALD L	SALE	48.41	35.9K	1.74M	1M
Dec 09, 2016	GIBBONS THOMAS P	SALE	48.85	9.74K	475.71K	0
Nov 10, 2016	PEETZ KAREN B	SALE	46.27	17.61K	814.83K	157.01K
Nov 04, 2016	SHEA BRIAN T	SALE	42.94	74.36K	3.19M	267.89K
Oct 31, 2016	HASSELL GERALD L	SALE	34.35	20K	687.02K	22.14K
Oct 24, 2016	GIBBONS THOMAS P	SALE	43.20	79.02K	3.41M	360.59K
Oct 24, 2016	HASSELL GERALD L	SALE	43.22	191.04K	8.26M	1M
Oct 24, 2016	HARRIS MITCHELL E.	SALE	43.55	28.78K	1.25M	166.2K
Jul 22, 2016	GARDEN EDWARD P	PURCHASE	38.87	152K	5.91M	32.37M
Jun 06, 2016	GARDEN EDWARD P	PURCHASE	42.39	370K	15.68M	32.21M
May 19, 2016	HASSELL GERALD L	SALE	40.76	24.6K	1M	0
May 16, 2016	GARDEN EDWARD P	PURCHASE	39.65	20.7K	820.82K	31.84M
May 12, 2016	GIBBONS THOMAS P	SALE	39.77	182.33K	7.25M	359.6K
May 04, 2016	PEETZ KAREN B	SALE	39.24	65K	2.55M	156.77K
Apr 28, 2016	HARRIS MITCHELL E.	SALE	40.66	19.3K	784.53K	194.69K
Feb 17, 2016	GARDEN EDWARD P	PURCHASE	35.10	891.19K	31.28M	31.82M
Nov 18, 2015	VON SCHACK WESLEY W	SALE	43.46	7.44K	323.17K	90.74K
Nov 11, 2015	GARDEN EDWARD P	PURCHASE	43.94	421.8K	18.53M	30.93M
Oct 29, 2015	PEETZ KAREN B	SALE	42.54	9.43K	401.31K	179.64K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES20K1

NET SHARES-20K1

SHARES HELD35.12K1

% NET SHARES-156.96%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares1.47

Short Percent Of Float1.47

Shares Outstanding705.24M

Shares Float703.51M

Shares Short10.37M

Short Ratio3.22

1.47%

Short % of Float

1.47%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.18% Percentage of Shares held by All Insiders

87.24% Percentage of Shares held by All Institutions

87.39% Percentage of Float held by Institutions

2031

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.16%	1.12M	122.24M	78.24K	+7.50%
Sep 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.18%	1.29M	140.8M	159.3K	+14.06%
Sep 30, 2025	GABELLI FUNDS LLC	0.2%	1.43M	155.91M	-62.1K	-4.16%
Sep 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.22%	1.54M	168.6M	12.93K	+0.85%
Sep 30, 2025	SQUAREPOINT OPS LLC	0.22%	1.55M	168.68M	293K	+23.35%
Sep 30, 2025	ZURCHER KANTONALBANK (ZURICH CANTONALBANK)	0.23%	1.61M	175.63M	-105.71K	-6.15%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.23%	1.63M	178.41M	-349.47K	-17.61%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	1.67M	181.91M	-32.16K	-1.89%
Sep 30, 2025	FEDERATED HERMES, INC.	0.24%	1.69M	184.61M	411.86K	+32.12%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.26%	1.86M	202.79M	97.95K	+5.56%
Sep 30, 2025	NATIONAL PENSION SERVICE	0.29%	2.05M	223.73M	61.72K	+3.10%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.29%	2.06M	224.06M	-231.32K	-10.11%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.29%	2.07M	225.52M	-847.14K	-29.04%
Sep 30, 2025	FAYEZ SAROFIM & CO	0.3%	2.13M	231.95M	-50.71K	-2.33%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.3%	2.14M	233.21M	79.12K	+3.84%
Sep 30, 2025	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.31%	2.17M	236.01M	577.62K	+36.36%
Sep 30, 2025	BARCLAYS PLC	0.34%	2.37M	258.5M	31.64K	+1.35%
Sep 30, 2025	PARNASSUS INVESTMENTS, LLC	0.36%	2.51M	272.98M	-42.06K	-1.65%
Sep 30, 2025	HSBC HOLDINGS PLC	0.38%	2.64M	287.92M	228.91K	+9.48%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.44%	3.13M	340.91M	290.24K	+10.23%
Sep 30, 2025	DEUTSCHE BANK AG\	0.46%	3.22M	350.53M	-130.34K	-3.89%
Sep 30, 2025	UBS GROUP AG	0.46%	3.26M	355.19M	79.56K	+2.50%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.48%	3.41M	371.61M	-1.53M	-31.01%
Sep 30, 2025	HARRIS ASSOCIATES L P	0.49%	3.44M	375.35M	-1.46M	-29.79%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.54%	3.79M	412.5M	-35.88K	-0.94%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.57%	4.02M	438.42M	906.22K	+29.07%
Sep 30, 2025	ROYAL BANK OF CANADA	0.6%	4.2M	457.32M	174.6K	+4.34%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.64%	4.48M	488.56M	66.01K	+1.49%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.66%	4.64M	505.28M	-100.46K	-2.12%
Sep 30, 2025	LSV ASSET MANAGEMENT	0.8%	5.67M	617.7M	-590.06K	-9.43%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.81%	5.73M	624.04M	-749	-0.01%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.82%	5.78M	629.83M	-232.16K	-3.86%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.96%	6.8M	740.4M	2.09M	+44.28%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	1%	7.08M	771.08M	6.12M	+639.49%
Sep 30, 2025	INVESCO LTD.	1.01%	7.1M	773.77M	-397.51K	-5.30%
Sep 30, 2025	NUVEEN, LLC	1.07%	7.52M	818.98M	-1.52M	-16.81%
Sep 30, 2025	NORTHERN TRUST CORP	1.22%	8.62M	939.16M	-474.91K	-5.22%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.28%	9.04M	984.92M	-83.07K	-0.91%
Sep 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	1.46%	10.3M	1.12B	-2.25M	-17.90%
Sep 30, 2025	JPMORGAN CHASE & CO	1.89%	13.3M	1.45B	1.09M	+8.92%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.89%	13.35M	1.45B	2.03M	+17.99%
Sep 30, 2025	MORGAN STANLEY	2.08%	14.64M	1.59B	-65.51K	-0.45%
Sep 30, 2025	ARTISAN PARTNERS LIMITED PARTNERSHIP	2.18%	15.34M	1.67B	-466.88K	-2.95%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.37%	16.72M	1.82B	617.17K	+3.83%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.67%	18.83M	2.05B	-63.67K	-0.34%
Sep 30, 2025	STATE STREET CORP	4.62%	32.53M	3.54B	-721.35K	-2.17%
Sep 30, 2025	FMR LLC	4.91%	34.59M	3.77B	2.09M	+6.43%
Sep 30, 2025	DODGE & COX	4.94%	34.84M	3.8B	-2.78M	-7.38%
Sep 30, 2025	BLACKROCK, INC.	8.89%	62.63M	6.82B	-1.38M	-2.15%
Sep 30, 2025	VANGUARD GROUP INC	10.03%	70.67M	7.7B	-420.11K	-0.59%
Sep 30, 2025	GAMCO INVESTORS, INC. ET AL	0.19%	1.31M	142.3M	-136.8K	-9.48%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.19%	1.34M	145.57M	56.47K	+4.41%
Sep 30, 2025	RHUMBLINE ADVISERS	0.19%	1.35M	146.67M	3.98K	+0.30%
Sep 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.2%	1.4M	152.5M	-10.47K	-0.74%
Sep 30, 2025	AMUNDI	0.72%	5.09M	541.72M	-776.06K	-13.23%
Sep 30, 2025	DELTA ACCUMULATION, LLC	0.12%	854.8K	61.43M	585K	+216.83%
Sep 30, 2025	SWEDBANK AB	0.12%	869.73K	94.77M	4.51K	+0.52%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.13%	889.46K	96.99M	304.35K	+52.01%
Sep 30, 2025	CITIGROUP INC	0.13%	891.61K	97.15M	-88.98K	-9.07%
Sep 30, 2025	LPL FINANCIAL LLC	0.13%	901.85K	98.27M	288.35K	+47.00%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.13%	904.45K	98.55M	196.9K	+27.83%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.13%	932.37K	101.59M	-287.81K	-23.59%
Sep 30, 2025	SEI INVESTMENTS CO	0.14%	963.68K	105M	73.9K	+8.31%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.14%	993.27K	108.23M	128.18K	+14.82%
Sep 30, 2025	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.14%	1M	108.34M	-395.19K	-28.30%
Sep 30, 2025	DAVIS SELECTED ADVISERS	0.14%	1.01M	110.12M	-887.75K	-46.76%
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.15%	1.05M	114.19M	328.41K	+45.63%
Sep 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.2%	1.41M	153.65M	47.58K	+3.49%
Jun 30, 2025	ZACKS INVESTMENT MANAGEMENT	0.12%	873.2K	79.56M	15.34K	+1.79%
Jun 30, 2025	PRUDENTIAL FINANCIAL INC	0.25%	1.76M	160.64M	206.35K	+13.25%
Jun 30, 2025	VANGUARD GROUP INC	9.95%	71.09M	6.48B	517.08K	+0.73%
Jun 30, 2025	NORTHERN TRUST CORP	1.27%	9.09M	828.57M	-166.07K	-1.79%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.66%	4.74M	431.66M	-14.57K	-0.31%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.28%	1.98M	180.79M	-538.75K	-21.35%
Jun 30, 2025	STATE STREET CORP	4.65%	33.25M	3.03B	-315.16K	-0.94%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.25%	16.11M	1.47B	3.64M	+29.14%
Jun 30, 2025	UBS GROUP AG	0.44%	3.18M	289.76M	-401.52K	-11.21%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.66%	4.71M	429.11M	-344K	-6.81%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.4%	2.84M	258.61M	-49.29K	-1.71%
Jun 30, 2025	AUSTRALIANSUPER PTY LTD	0.09%	644.73K	58.74M	-458.19K	-41.54%
Jun 30, 2025	AVIVA PLC	0.09%	623.94K	56.85M	-293.04K	-31.96%
Jun 30, 2025	ARTEMIS INVESTMENT MANAGEMENT LLP	0.08%	602.16K	54.86M	602.16K	+100.00%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.08%	573.9K	52.29M	-24.03K	-4.02%
Jun 30, 2025	KOREA INVESTMENT CORP	0.08%	565.13K	51.49M	-23.13K	-3.93%
Jun 30, 2025	BRIDGEWATER ASSOCIATES, LP	0.08%	551.98K	50.29M	-495.23K	-47.29%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.07%	513.12K	46.75M	26.61K	+5.47%
Jun 30, 2025	PICTET ASSET MANAGEMENT HOLDING SA	0.07%	508.41K	46.32M	12.54K	+2.53%
Jun 30, 2025	CBOE VEST FINANCIAL, LLC	0.07%	500.89K	45.64M	-12.92K	-2.51%
Jun 30, 2025	BLACKROCK, INC.	8.95%	64M	5.83B	-338.95K	-0.53%
Jun 30, 2025	DODGE & COX	5.26%	37.62M	3.43B	-4.36M	-10.38%
Jun 30, 2025	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.07%	473.76K	43.16M	-674.27K	-58.73%
Jun 30, 2025	QRG CAPITAL MANAGEMENT, INC.	0.06%	459.27K	41.84M	73.11K	+18.93%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.06%	446.24K	40.66M	-46.05K	-9.35%
Jun 30, 2025	LFL ADVISERS, LLC	0.06%	436.94K	39.81M	12.31K	+2.90%
Jun 30, 2025	LEVIN CAPITAL STRATEGIES, L.P.	0.06%	426.47K	38.86M	-250	-0.06%
Jun 30, 2025	CSM ADVISORS, LLC	0.06%	425.02K	38.72M	388.93K	+1,077.88%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.06%	414.87K	37.8M	38.74K	+10.30%
Jun 30, 2025	AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC	0.06%	407.61K	37.14M	-1.3K	-0.32%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.06%	407.35K	37.11M	-325.1K	-44.39%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.06%	401.47K	36.58M	66.57K	+19.88%
Jun 30, 2025	ARTISAN PARTNERS LIMITED PARTNERSHIP	2.21%	15.8M	1.44B	139.54K	+0.89%
Jun 30, 2025	YACKTMAN ASSET MANAGEMENT LP	0.08%	539.13K	49.12M	-34.74K	-6.05%
Jun 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	1.76%	12.55M	1.14B	-1.39M	-9.94%
Jun 30, 2025	GAMCO INVESTORS, INC. ET AL	0.2%	1.44M	131.45M	-45.01K	-3.03%
Jun 30, 2025	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.2%	1.4M	127.25M	259.2K	+22.79%
Jun 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.19%	1.36M	124.15M	91.14K	+7.17%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.18%	1.28M	116.58M	57.17K	+4.68%
Jun 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.16%	1.13M	103.22M	95.28K	+9.18%
Jun 30, 2025	TCW GROUP INC	0.14%	1.02M	93.1M	11.28K	+1.12%
Jun 30, 2025	SWEDBANK AB	0.12%	865.22K	78.83M	55.65K	+6.87%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.11%	806.38K	73.47M	1.83K	+0.23%
Jun 30, 2025	PRIMECAP MANAGEMENT CO/CA/	0.11%	805.23K	73.36M	98.33K	+13.91%
Jun 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.11%	799.2K	72.82M	-90.94K	-10.22%
Jun 30, 2025	MILLER HOWARD INVESTMENTS INC /NY	0.11%	786.86K	71.69M	-1.28K	-0.16%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.11%	761.33K	69.36M	-959	-0.13%
Jun 30, 2025	M&G PLC	0.11%	759.98K	69.16M	-21.87K	-2.80%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.1%	719.72K	65.57M	58.55K	+8.86%
Jun 30, 2025	CANDRIAM S.C.A.	0.1%	709.37K	64.63M	29.7K	+4.37%
Jun 30, 2025	VIRGINIA RETIREMENT SYSTEMS ET AL	0.1%	678.86K	61.85M	-1.7K	-0.25%
Jun 30, 2025	MAN GROUP PLC	0.09%	644.01K	58.68M	-123.61K	-16.10%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.62%	4.42M	402.51M	-320.75K	-6.77%
Jun 30, 2025	LSV ASSET MANAGEMENT	0.88%	6.26M	570.27M	-337.75K	-5.12%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.17%	1.22M	111.17B	-57.04K	-4.47%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.17%	1.21M	110.55B	32.04K	+2.71%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.12%	892.7K	81.33B	-76.06K	-7.85%
Jun 30, 2025	ABRDN PLC	0.09%	676.64K	61.61M	64.16K	+10.48%
Jun 30, 2025	CORDA INVESTMENT MANAGEMENT, LLC.	0.09%	660.39K	60.17M	-21.52K	-3.16%
Jun 30, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.09%	655.32K	59.71M	300	+0.05%
Jun 30, 2025	BANK OF NOVA SCOTIA	0.09%	651.14K	59.32M	569.6K	+698.62%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.64%	18.9M	1.72B	785.48K	+4.34%
Jun 30, 2025	FMR LLC	4.55%	32.5M	2.96B	6.01M	+22.68%
Jun 30, 2025	MORGAN STANLEY	2.06%	14.7M	1.34B	1.96M	+15.38%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.58%	11.31M	1.03B	-733.12K	-6.09%
Jun 30, 2025		1.26%	9.03M	823.17M	-189.16K	-2.05%
Jun 30, 2025	INVESCO LTD.	1.05%	7.5M	683.23M	-765.23K	-9.26%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.84%	6.01M	547.79M	-3.84K	-0.06%
Jun 30, 2025	AMUNDI	0.82%	5.87M	540.19M	-822.47K	-12.30%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.8%	5.73M	521.87M	-517.53K	-8.29%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.69%	4.94M	450.41M	-171.83K	-3.36%
Jun 30, 2025	HARRIS ASSOCIATES L P	0.69%	4.91M	447M	-2.36M	-32.47%
Jun 30, 2025	ROYAL BANK OF CANADA	0.56%	4.02M	366.49M	-387.55K	-8.79%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.53%	3.82M	348.19M	-207.78K	-5.16%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.44%	3.12M	284.03M	-126.76K	-3.91%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.41%	2.92M	265.76M	-940.01K	-24.37%
Jun 30, 2025	PARNASSUS INVESTMENTS, LLC	0.36%	2.55M	232.1M	-101.5K	-3.83%
Jun 30, 2025	HSBC HOLDINGS PLC	0.34%	2.42M	220.04M	-50.08K	-2.03%
Jun 30, 2025	NUVEEN, LLC	1.26%	9.03M	823.17M	-189.16K	-2.05%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.28%	9.12M	831.14M	-114.65K	-1.24%
Jun 30, 2025	DEUTSCHE BANK AG\	0.47%	3.35M	304.99M	-266.09K	-7.36%
Jun 30, 2025	BARCLAYS PLC	0.33%	2.34M	213.27M	-47.32K	-1.98%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.32%	2.29M	208.43M	-70.06K	-2.97%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.29%	2.06M	187.8M	75.93K	+3.82%
Jun 30, 2025	GABELLI FUNDS LLC	0.21%	1.49M	136.02M	-66.82K	-4.28%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.21%	1.49M	135.73M	1.49M	+100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	1.71%	12.21M	1.11B	712.74K	+6.20%
Jun 30, 2025	NORGES BANK	1.66%	11.87M	1.08B	11.87M	+100.00%
Jun 30, 2025	FAYEZ SAROFIM & CO	0.3%	2.18M	198.57M	-240K	-9.92%
Jun 30, 2025	NATIONAL PENSION SERVICE	0.28%	1.99M	181.45M	-299.13K	-13.06%
Jun 30, 2025	DAVIS SELECTED ADVISERS	0.27%	1.9M	172.97M	-12.22K	-0.64%
Jun 30, 2025	ZURCHER KANTONALBANK (ZURICH CANTONALBANK)	0.24%	1.72M	156.49M	-13.36K	-0.77%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	1.7M	155.04M	-90.53K	-5.05%
Jun 30, 2025	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.22%	1.59M	144.72M	-317.96K	-16.68%
Jun 30, 2025	BRANDES INVESTMENT PARTNERS, LP	0.22%	1.54M	140.11M	-180.48K	-10.50%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.21%	1.52M	139.01M	-71.6K	-4.49%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.45%	3.24M	266.35M	887.36K	+37.65%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.54%	3.86M	323.48M	-883.62K	-18.64%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.71%	5.12M	429.03M	-2.64M	-34.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.28%	9.24M	774.71M	1.12M	+13.75%
Mar 31, 2025	FMR LLC	3.67%	26.49M	2.22B	3.42M	+14.82%
Mar 31, 2025	STATE STREET CORP	4.66%	33.56M	2.81B	-76.97K	-0.23%
Mar 31, 2025	DODGE & COX	5.82%	41.98M	3.52B	-2.72M	-6.09%
Mar 31, 2025	BLACKROCK, INC.	8.92%	64.34M	5.4B	-1.53M	-2.33%
Mar 31, 2025	VANGUARD GROUP INC	9.79%	70.58M	5.92B	-1.34M	-1.87%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.67%	12.04M	1.01B	221.61K	+1.87%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.73%	12.47M	1.05B	7.44M	+147.80%
Mar 31, 2025	MORGAN STANLEY	1.77%	12.74M	1.07B	1.5M	+13.37%
Mar 31, 2025	ZURCHER KANTONALBANK (ZURICH CANTONALBANK)	0.24%	1.73M	145.17M	-52.57K	-2.95%
Mar 31, 2025	FAYEZ SAROFIM & CO	0.34%	2.42M	202.92M	-405.8K	-14.36%
Mar 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.47%	3.36M	281.8M	-921.88K	-21.53%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.87%	6.25M	523.81M	21.32K	+0.34%
Mar 31, 2025	LSV ASSET MANAGEMENT	0.92%	6.6M	553.28M	-434.38K	-6.18%
Mar 31, 2025	HARRIS ASSOCIATES L P	1.01%	7.27M	609.36M	-2.26M	-23.70%
Mar 31, 2025	DAVIS SELECTED ADVISERS	0.27%	1.91M	160.25M	-226.33K	-10.59%
Mar 31, 2025	BRANDES INVESTMENT PARTNERS, LP	0.24%	1.72M	144.11M	-259K	-13.10%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.35%	2.52M	211.61M	225.62K	+9.82%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.56%	4.03M	337.95M	-147.98K	-3.54%
Mar 31, 2025	ROYAL BANK OF CANADA	0.61%	4.41M	369.87M	94.1K	+2.18%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.66%	4.74M	397.43M	3.73M	+368.93%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.83%	6.02M	504.47M	-1.25M	-17.23%
Mar 31, 2025	AMUNDI	0.93%	6.69M	534.47M	-674.61K	-9.16%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	1.13%	8.13M	681.49M	436.1K	+5.67%
Mar 31, 2025	NORTHERN TRUST CORP	1.28%	9.26M	776.66M	-273.35K	-2.87%
Mar 31, 2025	ARTISAN PARTNERS LIMITED PARTNERSHIP	2.17%	15.66M	1.31B	-310.21K	-1.94%
Mar 31, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	1.93%	13.94M	1.17B	-86.53K	-0.62%
Mar 31, 2025	PARNASSUS INVESTMENTS, LLC	0.37%	2.65M	222.16M	-229K	-7.96%
Mar 31, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.22%	1.6M	134.21M	134.12K	+9.18%
Mar 31, 2025	KBC GROUP NV	0.23%	1.66M	139.58M	-87.84K	-5.01%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.4%	2.89M	242.2M	-93.16K	-3.13%
Mar 31, 2025	UBS GROUP AG	0.5%	3.58M	300.41M	-798.63K	-18.23%
Mar 31, 2025	DEUTSCHE BANK AG\	0.5%	3.61M	303.07M	-30K	-0.82%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.66%	4.75M	398.58M	-97.06K	-2.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.7%	5.05M	423.86M	1.02M	+25.20%
Mar 31, 2025	INVESCO LTD.	1.15%	8.26M	693.12M	667.97K	+8.79%
Mar 31, 2025		1.28%	9.22M	773.63M	9.22M	+100.00%
Mar 31, 2025	JPMORGAN CHASE & CO	1.6%	11.5M	964.48M	5.28M	+84.86%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.51%	18.11M	1.52B	439.33K	+2.49%
Mar 31, 2025	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.26%	1.91M	159.89M	-15.04K	-0.78%
Mar 31, 2025	BARCLAYS PLC	0.33%	2.39M	200.29M	-496.99K	-17.23%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.25%	1.79M	150.31M	64.59K	+3.74%
Mar 31, 2025	SQUAREPOINT OPS LLC	0.26%	1.87M	157.12M	767.22K	+69.36%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.28%	1.99M	166.51M	109.64K	+5.85%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.33%	2.36M	197.74M	93.85K	+4.15%
Mar 31, 2025	NATIONAL PENSION SERVICE	0.32%	2.29M	192.12M	113.63K	+5.22%
Mar 31, 2025	HSBC HOLDINGS PLC	0.34%	2.47M	206.31M	12.94K	+0.53%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	1.02%	8.01M	461.7M	-422.5K	-5.01%
Mar 31, 2024	GABELLI FUNDS LLC	0.22%	1.71M	98.49M	-2K	-0.12%
Mar 31, 2024	RHUMBLINE ADVISERS	0.23%	1.78M	102.76M	144.23K	+8.80%
Mar 31, 2024	GAMCO INVESTORS, INC. ET AL	0.23%	1.72M	99.3M	-14.08K	-0.81%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.23%	1.77M	102.11M	-324.12K	-15.46%
Mar 31, 2024	JPMORGAN CHASE & CO	0.25%	1.94M	111.85M	550.29K	+39.57%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.25%	1.88M	108.37M	1.15M	+157.20%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.25%	1.97M	113.32M	-9.27K	-0.47%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.27%	2.13M	122.71M	280.24K	+15.15%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.28%	2.2M	126.94M	-1.4M	-38.85%
Mar 31, 2024	ROYAL BANK OF CANADA	0.3%	2.32M	133.54M	349.84K	+17.78%
Mar 31, 2024	DEUTSCHE BANK AG\	0.3%	2.33M	134.45M	-208.56K	-8.21%
Mar 31, 2024	HSBC HOLDINGS PLC	0.34%	2.65M	152.85M	295.26K	+12.52%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.46%	3.46M	199.31M	230.29K	+7.13%
Mar 31, 2024	BARCLAYS PLC	0.48%	3.8M	219.03M	1.01M	+35.95%
Mar 31, 2024	YACKTMAN ASSET MANAGEMENT LP	0.49%	3.72M	214.19M	-61.64K	-1.63%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	0.52%	3.91M	225.53M	267.61K	+7.34%
Mar 31, 2024	PARNASSUS INVESTMENTS, LLC	0.53%	3.98M	229.04M	-826.77K	-17.22%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.6%	4.7M	270.96M	-897.51K	-16.03%
Mar 31, 2024	NORTHERN TRUST CORP	1.1%	8.6M	495.62M	-449.61K	-4.97%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.21%	1.68M	96.76M	381.5K	+29.40%
Mar 31, 2024	ZURCHER KANTONALBANK (ZURICH CANTONALBANK)	0.21%	1.65M	95.04M	94.96K	+6.11%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.21%	1.63M	93.9M	1.61M	+9,635.77%
Mar 31, 2024	CREDIT SUISSE AG/	0.21%	1.62M	93.33M	-7.03K	-0.43%
Mar 31, 2024	NATIONAL PENSION SERVICE	0.2%	1.6M	92.19M	4.85K	+0.30%
Mar 31, 2024	GREAT WEST LIFE ASSURANCE CO /CAN/	0.19%	1.51M	87.3M	76.65K	+5.34%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.18%	1.43M	82.23M	-57.43K	-3.87%
Mar 31, 2024	CANADA PENSION PLAN INVESTMENT BOARD	0.18%	1.4M	80.53M	574.19K	+69.73%
Mar 31, 2024	ABRDN PLC	0.17%	1.34M	77.3M	68.75K	+5.40%
Mar 31, 2024	SCHRODER INVESTMENT MANAGEMENT GROUP	0.15%	1.2M	69.31M	99.05K	+8.97%
Mar 31, 2024	MILLER HOWARD INVESTMENTS INC /NY	0.14%	1.11M	63.86M	-4.8K	-0.43%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.14%	1.11M	63.67M	-77.76K	-6.57%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.14%	1.09M	62.79M	-70.78K	-6.10%
Mar 31, 2024	FEDERATED HERMES, INC.	0.14%	1.08M	62.19M	9.67K	+0.90%
Mar 31, 2024	VANGUARD GROUP INC	9.35%	73.28M	4.22B	-1.22M	-1.64%
Mar 31, 2024	BLACKROCK INC.	8.11%	63.6M	3.66B	-762.11K	-1.18%
Mar 31, 2024	DODGE & COX	7.32%	55.41M	3.19B	-3.36M	-5.72%
Mar 31, 2024	STATE STREET CORP	4.16%	32.64M	1.88B	-768.78K	-2.30%
Mar 31, 2024	ARTISAN PARTNERS LIMITED PARTNERSHIP	2.29%	17.3M	996.84M	-2.49M	-12.60%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.24%	17.54M	1.01B	441.47K	+2.58%
Mar 31, 2024	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	2.12%	16.01M	922.56M	-202.36K	-1.25%
Mar 31, 2024	FMR LLC	1.64%	12.87M	741.39M	799.42K	+6.62%
Mar 31, 2024	KBC GROUP NV	0.34%	2.59M	149.21M	1.06M	+69.42%
Mar 31, 2024	DAVIS SELECTED ADVISERS	1.36%	10.28M	592.53M	-2.32M	-18.40%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	1.28%	10.06M	579.63M	1.39M	+15.99%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.27%	10M	575.93M	1.53M	+18.03%
Mar 31, 2024	AMUNDI	1.23%	9.3M	513.63M	-2.16M	-18.87%
Mar 31, 2024	HARRIS ASSOCIATES L P	1.22%	9.25M	533.2M	476.31K	+5.43%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	1.21%	9.15M	527.26M	-648.45K	-6.62%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.08%	8.48M	488.4M	-192.81K	-2.22%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	1.05%	7.96M	458.7M	-28.35K	-0.35%
Mar 31, 2024	MORGAN STANLEY	1%	7.87M	453.55M	268.76K	+3.54%
Mar 31, 2024	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.97%	7.31M	421.07M	-2.22M	-23.27%
Mar 31, 2024	LSV ASSET MANAGEMENT	0.96%	7.28M	419.61M	-89.9K	-1.22%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.87%	6.8M	391.75M	40.62K	+0.60%
Mar 31, 2024	INVESCO LTD.	0.73%	5.69M	327.98M	-223.32K	-3.78%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.68%	5.35M	308.33M	-21.97K	-0.41%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.65%	5.12M	294.86M	-227.46K	-4.26%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.62%	4.85M	279.73M	52.1K	+1.08%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	0.6%	4.72M	272.14M	-262.46K	-5.26%
Mar 31, 2024	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.33%	2.5M	143.84M	33.37K	+1.36%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.31%	2.37M	136.37M	-238.22K	-9.14%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.31%	2.41M	139.07M	2.05M	+567.10%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.27%	2.02M	116.53M	-53.9K	-2.60%
Mar 31, 2024	UBS GROUP AG	0.26%	2.03M	117M	699.73K	+52.58%
Mar 31, 2024	BRANDES INVESTMENT PARTNERS, LP	0.25%	1.91M	110.09M	157.84K	+9.01%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.33%	2.6M	135.06M	-475.66K	-15.44%
Dec 31, 2023	DEUTSCHE BANK AG\	0.33%	2.54M	132.31M	494.47K	+24.15%
Dec 31, 2023	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.32%	2.46M	128.2M	-94.82K	-3.71%
Dec 31, 2023	HSBC HOLDINGS PLC	0.3%	2.36M	122.67M	93.06K	+4.11%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.27%	2.1M	109.11M	475.5K	+29.34%
Dec 31, 2023	CITADEL ADVISORS LLC	0.28%	2.18M	113.5M	575.53K	+35.86%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.25%	1.98M	102.85M	-18.65K	-0.94%
Dec 31, 2023	ROYAL BANK OF CANADA	0.25%	1.97M	102.42M	-355.72K	-15.31%
Dec 31, 2023	VOYA INVESTMENT MANAGEMENT LLC	0.25%	1.96M	101.85M	-210.46K	-9.71%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.24%	1.85M	96.26M	280.03K	+17.84%
Dec 31, 2023	BRANDES INVESTMENT PARTNERS, LP	0.23%	1.75M	91.23M	197.53K	+12.70%
Dec 31, 2023	GAMCO INVESTORS, INC. ET AL	0.22%	1.74M	90.43M	-75.29K	-4.15%
Dec 31, 2023	VANGUARD GROUP INC	9.58%	74.5M	3.88B	4.29M	+6.12%
Dec 31, 2023	BLACKROCK INC.	8.27%	64.36M	3.35B	-946.9K	-1.45%
Dec 31, 2023	DODGE & COX	7.56%	58.77M	3.06B	-259.06K	-0.44%
Dec 31, 2023	STATE STREET CORP	4.3%	33.41M	1.74B	1.24M	+3.86%
Dec 31, 2023	ARTISAN PARTNERS LIMITED PARTNERSHIP	2.54%	19.79M	1.03B	144.16K	+0.73%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.2%	17.1M	887.85M	270.11K	+1.60%
Dec 31, 2023	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	2.08%	16.21M	843.91M	-27.79K	-0.17%
Dec 31, 2023	NORGES BANK	2.01%	15.63M	813.7M	15.63M	+100.00%
Dec 31, 2023	DAVIS SELECTED ADVISERS	1.62%	12.6M	655.95M	-394.1K	-3.03%
Dec 31, 2023	FMR LLC	1.55%	12.07M	628.11M	145.5K	+1.22%
Dec 31, 2023	AMUNDI	1.47%	11.46M	605.93M	785.32K	+7.36%
Dec 31, 2023	LONGVIEW PARTNERS (GUERNSEY) LTD	1.43%	11.11M	578.2M	-1.49M	-11.79%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	1.26%	9.8M	510.05M	-926.93K	-8.64%
Dec 31, 2023	NORTHERN TRUST CORP	1.16%	9.05M	471.12M	-402.67K	-4.26%
Dec 31, 2023	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.22%	9.52M	495.7M	-373.27K	-3.77%
Dec 31, 2023	HARRIS ASSOCIATES L P	1.13%	8.78M	456.86M	407.74K	+4.87%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	1.12%	8.67M	451.42M	266.7K	+3.17%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.27%	2.08M	108.07M	-38.1K	-1.80%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.11%	8.67M	451.22M	-109.27K	-1.24%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.09%	8.47M	440.79M	6.97M	+465.87%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	1.08%	8.44M	439.06M	-322.1K	-3.68%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	1.03%	7.99M	415.83M	1.38M	+20.87%
Dec 31, 2023	MORGAN STANLEY	0.98%	7.6M	395.72M	-4.9K	-0.06%
Dec 31, 2023	LSV ASSET MANAGEMENT	0.95%	7.37M	383.72M	72.88K	+1.00%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.87%	6.76M	351.77M	223.87K	+3.43%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	0.26%	2M	104.32M	2M	+100.00%
Dec 31, 2023	INVESCO LTD.	0.76%	5.92M	307.89M	143.22K	+2.48%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.72%	5.6M	291.48M	-333K	-5.61%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.69%	5.37M	279.67M	117.26K	+2.23%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.69%	5.34M	278.2M	-1.04M	-16.32%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	0.64%	4.99M	259.49M	-715.26K	-12.55%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.62%	4.8M	249.98M	70.15K	+1.48%
Dec 31, 2023	PARNASSUS INVESTMENTS, LLC	0.62%	4.8M	249.93M	-71.13K	-1.46%
Dec 31, 2023	YACKTMAN ASSET MANAGEMENT LP	0.49%	3.78M	196.69M	-14.03K	-0.37%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	0.47%	3.65M	189.8M	104.56K	+2.95%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.46%	3.6M	187.51M	-2.64M	-42.33%
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.42%	3.23M	168.06M	1.23M	+61.41%
Dec 31, 2023	BARCLAYS PLC	0.36%	2.8M	145.53M	-956.04K	-25.48%

Insiders

Insiders	Designation	Shares Held
BERKSHIRE HATHAWAY INC	10 percent owner	88.13M
GARDEN EDWARD P	director	12.61M
SCHARF CHARLES W	Chairman & CEO	304.12K
SHEA BRIAN T	Vice Chairman	181.82K
SMITS HANNEKE	Sr. Exec. Vice President	157.46K
PEETZ KAREN B	President	157.01K
HARRIS MITCHELL E.	Sr. Executive Vice President	145.43K
SANTHANAKRISHNAN SENTHILKUMAR	Senior Exec VP	144.72K
ENGLE BRIDGET E.	Sr. Exec. Vice President	101.89K
VON SCHACK WESLEY W	director	90.74K
KEATING CATHERINE	Sr. Exec. Vice President	87.54K
LA SALLA FRANCIS J.	Sr. Executive Vice President	69.3K
NEAL MICHELLE M.	Managing Director	49.81K
MCCARTHY J KEVIN	SEVP & General Counsel	35.12K
KURIMSKY KURTIS R.	Corporate Controller	21.68K
HASSELL GERALD L	Chairman of the Board	10K
DALEY WILLIAM M	Vice Chairman	5.65K
GIBBONS THOMAS P	Chief Executive Officer	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jul 22, 2025	MCCARTHY J KEVIN	SALE	98.45	20K	1.97M	35.12K
Apr 29, 2025	MCCARTHY J KEVIN	SALE	79.03	30K	2.37M	55.12K
Apr 14, 2025	KEATING CATHERINE	SALE	77.31	65.47K	5.06M	87.54K
Apr 14, 2025	KURIMSKY KURTIS R.	SALE	77.50	5.64K	437.21K	21.68K
Oct 15, 2024	SMITS HANNEKE	SALE	76.47	16.48K	1.26M	157.46K
Oct 15, 2024	MCCARTHY J KEVIN	SALE	76.31	25K	1.91M	75.4K
Jul 18, 2024	SMITS HANNEKE	SALE	64.11	15K	961.62K	173.93K
May 08, 2024	SANTHANAKRISHNAN SENTHILKUMAR	SALE	57.65	15.64K	901.77K	144.72K
May 07, 2024	KURIMSKY KURTIS R.	SALE	57.93	6.22K	360.04K	24.35K
Apr 19, 2024	MCCARTHY J KEVIN	SALE	56.15	40K	2.25M	100.4K
Apr 18, 2024	KEATING CATHERINE	SALE	54.88	54.07K	2.97M	78.35K
Feb 08, 2024	KEATING CATHERINE	SALE	54.81	4.5K	246.53K	123.49K
Jan 16, 2024	KEATING CATHERINE	SALE	55.01	31.32K	1.72M	95.71K
Jan 16, 2024	SMITS HANNEKE	SALE	55.16	15.43K	850.79K	119.66K
Aug 04, 2023	KURIMSKY KURTIS R.	SALE	45.64	14.05K	641.03K	23.82K
Jul 19, 2023	MCCARTHY J KEVIN	SALE	46.33	35K	1.62M	98.1K
Nov 09, 2022	SMITS HANNEKE	SALE	42.29	16.96K	717.24K	82.26K
Oct 19, 2022	MCCARTHY J KEVIN	SALE	39.37	20K	787.31K	108.69K
Aug 08, 2022	GIBBONS THOMAS P	SALE	43.24	67K	2.9M	0
May 10, 2022	ENGLE BRIDGET E.	SALE	42.82	44.14K	1.89M	101.89K
Jul 16, 2021	LA SALLA FRANCIS J.	SALE	49.41	25K	1.24M	69.3K
May 12, 2021	GIBBONS THOMAS P	SALE	51.46	155.93K	8.02M	0
May 06, 2021	MCCARTHY J KEVIN	SALE	51.65	12.5K	645.66K	102.21K
Apr 30, 2021	ENGLE BRIDGET E.	SALE	49.92	23.72K	1.18M	112.22K
Apr 19, 2021	KURIMSKY KURTIS R.	SALE	46.89	10.88K	510.07K	25.03K
Apr 19, 2021	MCCARTHY J KEVIN	SALE	46.79	35K	1.64M	114.71K
Feb 10, 2021	MCCARTHY J KEVIN	SALE	42.15	16.29K	686.54K	143.5K
Jul 22, 2020	HARRIS MITCHELL E.	SALE	35.75	35K	1.25M	145.43K
May 08, 2020	MCCARTHY J KEVIN	SALE	35.12	10K	351.2K	119.87K
Apr 17, 2020	ENGLE BRIDGET E.	SALE	37.53	37.91K	1.42M	100.16K
Apr 08, 2020	BERKSHIRE HATHAWAY INC	SALE	35.83	37.31K	1.34M	88.13M
Apr 07, 2020	BERKSHIRE HATHAWAY INC	SALE	35.31	197.38K	6.97M	88.8M
Oct 17, 2019	HARRIS MITCHELL E.	SALE	44.60	50K	2.23M	142.27K
Jul 24, 2019	GIBBONS THOMAS P	SALE	46.66	128.43K	5.99M	348.93K
Jul 18, 2019	DALEY WILLIAM M	PURCHASE	44.93	5.65K	253.83K	5.65K
May 03, 2019	GARDEN EDWARD P	SALE	50.10	513.59K	25.73M	12.61M
May 02, 2019	GARDEN EDWARD P	SALE	50.12	108.21K	5.42M	13.12M
Apr 30, 2019	MCCARTHY J KEVIN	SALE	49.43	25K	1.24M	93.42K
Mar 13, 2019	GARDEN EDWARD P	SALE	52.28	171.96K	8.99M	13.23M
Mar 12, 2019	GARDEN EDWARD P	SALE	52.05	618.7K	32.2M	13.4M
Mar 11, 2019	GARDEN EDWARD P	SALE	52.00	1.34K	69.47K	14.02M
Mar 01, 2019	KURIMSKY KURTIS R.	SALE	53.00	5.8K	307.26K	18.48K
Feb 15, 2019	ENGLE BRIDGET E.	SALE	52.99	22.67K	1.2M	92.15K
Feb 15, 2019	SCHARF CHARLES W	SALE	52.99	4.67K	247.68K	304.12K
Jan 28, 2019	GARDEN EDWARD P	SALE	53.16	707K	37.58M	14.02M
Jan 25, 2019	GARDEN EDWARD P	SALE	53.64	1.4M	75.1M	14.73M
May 11, 2018	KURIMSKY KURTIS R.	SALE	57.44	4.7K	270K	16.49K
Apr 23, 2018	MCCARTHY J KEVIN	SALE	55.89	15K	838.35K	100.61K
Apr 23, 2018	HARRIS MITCHELL E.	SALE	55.96	16.22K	907.47K	150.6K
Mar 09, 2018	GARDEN EDWARD P	PURCHASE	56.52	255.6K	14.45M	16.02M
Feb 22, 2018	ENGLE BRIDGET E.	SALE	56.62	38.93K	2.2M	68.05K
Dec 01, 2017	GIBBONS THOMAS P	SALE	54.15	38.15K	2.07M	271.85K
Nov 22, 2017	GARDEN EDWARD P	SALE	52.52	143.79K	7.55M	15.77M
Nov 21, 2017	GARDEN EDWARD P	SALE	52.55	6.54K	343.65K	15.91M
Nov 20, 2017	GARDEN EDWARD P	SALE	52.60	650K	34.19M	15.92M
Nov 03, 2017	SHEA BRIAN T	SALE	51.26	22.23K	1.14M	181.82K
Nov 01, 2017	HASSELL GERALD L	SALE	51.69	12.14K	627.46K	10K
Oct 24, 2017	GARDEN EDWARD P	SALE	52.22	4.51M	235.31M	16.57M
Oct 23, 2017	GARDEN EDWARD P	SALE	53.02	104.8K	5.56M	21.23M
Oct 20, 2017	GARDEN EDWARD P	SALE	53.13	1.03M	54.79M	21.34M
Aug 16, 2017	SHEA BRIAN T	SALE	52.90	44.25K	2.34M	204.04K
Aug 15, 2017	HASSELL GERALD L	SALE	53.04	1.79K	94.84K	0
Aug 09, 2017	GARDEN EDWARD P	SALE	53.09	10M	530.85M	22.37M
Aug 08, 2017	GIBBONS THOMAS P	SALE	53.95	184.38K	9.95M	271.55K
Aug 08, 2017	SCHARF CHARLES W	PURCHASE	53.76	150K	8.06M	223.64K
Aug 07, 2017	HASSELL GERALD L	SALE	53.70	319.8K	17.17M	872.61K
Aug 04, 2017	HASSELL GERALD L	SALE	54.09	380.92K	20.6M	872.61K
Aug 04, 2017	SCHARF CHARLES W	PURCHASE	54.04	36.9K	1.99M	73.64K
May 10, 2017	HARRIS MITCHELL E.	SALE	47.10	6.79K	319.74K	140.31K
May 02, 2017	SHEA BRIAN T	SALE	47.02	31.92K	1.5M	248.29K
Apr 24, 2017	GIBBONS THOMAS P	SALE	47.71	102.17K	4.87M	271.42K
Apr 24, 2017	MCCARTHY J KEVIN	SALE	47.64	10K	476.4K	100.49K
Mar 09, 2017	HASSELL GERALD L	SALE	48.11	100K	4.81M	885.32K
Feb 28, 2017	KURIMSKY KURTIS R.	SALE	46.83	3.97K	185.74K	17.85K
Feb 22, 2017	HARRIS MITCHELL E.	SALE	47.38	20K	947.6K	147.1K
Feb 08, 2017	SHEA BRIAN T	SALE	45.07	80.49K	3.63M	267.99K
Dec 12, 2016	NEAL MICHELLE M.	SALE	48.43	4.28K	207.2K	49.81K
Dec 09, 2016	HASSELL GERALD L	SALE	48.41	35.9K	1.74M	1M
Dec 09, 2016	GIBBONS THOMAS P	SALE	48.85	9.74K	475.71K	0
Nov 10, 2016	PEETZ KAREN B	SALE	46.27	17.61K	814.83K	157.01K
Nov 04, 2016	SHEA BRIAN T	SALE	42.94	74.36K	3.19M	267.89K
Oct 31, 2016	HASSELL GERALD L	SALE	34.35	20K	687.02K	22.14K
Oct 24, 2016	GIBBONS THOMAS P	SALE	43.20	79.02K	3.41M	360.59K
Oct 24, 2016	HASSELL GERALD L	SALE	43.22	191.04K	8.26M	1M
Oct 24, 2016	HARRIS MITCHELL E.	SALE	43.55	28.78K	1.25M	166.2K
Jul 22, 2016	GARDEN EDWARD P	PURCHASE	38.87	152K	5.91M	32.37M
Jun 06, 2016	GARDEN EDWARD P	PURCHASE	42.39	370K	15.68M	32.21M
May 19, 2016	HASSELL GERALD L	SALE	40.76	24.6K	1M	0
May 16, 2016	GARDEN EDWARD P	PURCHASE	39.65	20.7K	820.82K	31.84M
May 12, 2016	GIBBONS THOMAS P	SALE	39.77	182.33K	7.25M	359.6K
May 04, 2016	PEETZ KAREN B	SALE	39.24	65K	2.55M	156.77K
Apr 28, 2016	HARRIS MITCHELL E.	SALE	40.66	19.3K	784.53K	194.69K
Feb 17, 2016	GARDEN EDWARD P	PURCHASE	35.10	891.19K	31.28M	31.82M
Nov 18, 2015	VON SCHACK WESLEY W	SALE	43.46	7.44K	323.17K	90.74K
Nov 11, 2015	GARDEN EDWARD P	PURCHASE	43.94	421.8K	18.53M	30.93M
Oct 29, 2015	PEETZ KAREN B	SALE	42.54	9.43K	401.31K	179.64K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES20K1

NET SHARES-20K1

SHARES HELD35.12K1

% NET SHARES-156.96%0%

BK Stock Ownership Breakdown