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Breakdown13F · Form 4
Institutions 110.26%Insiders 0.86%
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 132.41M · Float 131.11M · 99.0% free float
Institutions13F, as of Jun 30, 2026
649 holders · 146.00M shares · 124 new positions · 318 increased · 258 reduced · 125 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| Ameriprise Financial Inc | 12.06M | 9.11% | +5.76M | Aug 14, 2026 |
| BlackRock, Inc. | 10.46M | 7.90% | −2.87M | Aug 7, 2026 |
| Vanguard Capital Management LLC | 8.66M | 6.54% | −74.1K | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 6.94M | 5.24% | −1.02M | Aug 13, 2026 |
| Morgan Stanley | 5.81M | 4.39% | −774.4K | Aug 13, 2026 |
| State Street Corp | 5.22M | 3.94% | −1.07M | Aug 7, 2026 |
| FMR LLC | 4.79M | 3.62% | +775.8K | Aug 13, 2026 |
| Invesco Ltd. | 4.35M | 3.28% | +1.03M | Aug 14, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Ameriprise Financial, Inc. | 9.20% | 12.21M | 13G | Aug 14, 2026 ↗ |
| Vanguard Capital Management | 7.55% | 10.07M | 13G | Apr 30, 2026 ↗ |
| Vanguard Portfolio Management | 5.99% | 8.00M | 13G | Apr 29, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Amanpal Singh Bhutani | director, officer: Chief Executive Officer | 517.2K | 0.39% | Aug 5, 2026 |
| Roger Chen | officer: Chief Operating Officer | 284.2K | 0.21% | Mar 5, 2026 |
| Mark McCaffrey | officer: Chief Financial Officer | 105.7K | 0.08% | Jun 10, 2026 |
| Jared F. Sine | officer: Chief Strategy & Legal Officer | 76.0K | 0.06% | Jul 7, 2026 |
| Mark Garrett | director | 25.3K | 0.02% | Jun 5, 2026 |
| Caroline F. Donahue | director | 24.3K | 0.02% | Jun 5, 2026 |
| Brian Sharples | director | 23.8K | 0.02% | Jun 5, 2026 |
| Herald Y. Chen | director | 21.6K | 0.02% | Jun 5, 2026 |
| Phontip Palitwanon | officer: Chief Accounting Officer | 17.7K | 0.01% | Aug 13, 2026 |
| Leah Sweet | director | 14.3K | 0.01% | Jun 5, 2026 |
6 ten-percent owners hold 44.63M shares by Form 4, outside the officers-and-directors figure above · 22 people have not refiled in the last 18 months (38.28M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 11, 2026 | Phontip Palitwanonofficer: Chief Accounting Officer | Sale · 2 lots | 2,261 | $91.81 | 17,734 |
| Aug 3, 2026 | Amanpal Singh Bhutanidirector, officer: Chief Executive Officer | Sale | 4,500 | $83.15 | 517,247 |
| Jul 2, 2026 | Jared F. Sineofficer: Chief Strategy & Legal Officer | Sale | 644 | $87.53 | 75,971 |
| Jun 8, 2026 | Mark McCaffreyofficer: Chief Financial Officer | Sale | 3,500 | $82.92 | 105,728 |
| Jun 2, 2026 | Amanpal Singh Bhutanidirector, officer: Chief Executive Officer | Sale | 8,373 | $89.86 | 521,747 |
| Jun 2, 2026 | Mark McCaffreyofficer: Chief Financial Officer | Sale | 3,958 | $89.86 | 109,228 |
| Jun 2, 2026 | Phontip Palitwanonofficer: Chief Accounting Officer | Sale | 542 | $89.86 | 19,995 |
| Jun 2, 2026 | Jared F. Sineofficer: Chief Strategy & Legal Officer | Sale | 1,188 | $89.86 | 76,615 |
| Jun 1, 2026 | Sigal Zarmidirector | Sale | 350 | $87.84 | 5,708 |
| May 18, 2026 | Mark McCaffreyofficer: Chief Financial Officer | Sale | 16 | $89.15 | 113,186 |
CongressHouse and Senate disclosures
| Member | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| Rep. Gilbert Cisneros · CA31 | Sale | $1,001 – $15,000 | Jun 16, 2026 | Jul 3, 2026 ↗ | |
| Rep. Gilbert Cisneros · CA31 | Purchase | $1,001 – $15,000 | Apr 14, 2026 | May 11, 2026 ↗ |