13F reference period
Q3 2026
CUSIP: 98850P109
13F reference period
Q3 2026
Institutions Reporting
385
Shares (Excl. Options)
Price
$41.10
The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.
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Latest holder context comes from 385 institutions filings for Q3 2026.
Security key
98850P109
13F reference period
Q3 2026
13F holders
385
13D/G owners
2
CIK / CUSIP context first
Broader feeds
Open recent reporting periods for CUSIP 98850P109:
13D/G owners
Large-stake holder rows connected to Schedule 13D/G evidence.
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| PRINCIPAL GLOBAL INVESTORS | 5.5% | $865,692,580 | 20,169,911 | PRINCIPAL GLOBAL INVESTORS | 30 Sep 2025 | |||
| JPMORGAN CHASE & CO | 5.7% | -24% | $803,915,096 | -$364,116,161 | 19,559,978 | -31% | JPMORGAN CHASE & CO. | 30 Sep 2026 |
13F concentration
Largest 13F positions for this security by reported shares and value.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Primavera Capital Management Ltd | 3.5% | 12,035,635 | 0% | 89% | $494,664,599 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.1% | 10,720,404 | -0.89% | 0.01% | $437,928,503 |
| BLS Capital Fondsmaeglerselskab A/S | 3.1% | 10,476,319 | -3.3% | 17% | $430,576,711 |
| Dodge & Cox | 2.5% | 8,410,062 | +0.53% | 0.19% | $345,653,548 |
| W1M Wealth Management Ltd | 2.4% | 8,137,209 | 2.9% | $334,724,097 | |
| Westwood Global Investments, LLC | 2% | 6,907,284 | -1.5% | 11% | $283,889,372 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.88% | 3,007,916 | +22% | 0.05% | $123,653,414 |
| GUARDCAP ASSET MANAGEMENT Ltd | 0.87% | 2,980,680 | -8.4% | 8.4% | $122,505,948 |
| VANGUARD FIDUCIARY TRUST CO | 0.84% | 2,890,363 | -0.86% | 0.03% | $118,071,329 |
| FIL Ltd | 0.82% | 2,806,951 | -19% | 0.08% | $115,392,141 |
| DIMENSIONAL FUND ADVISORS LP | 0.73% | 2,506,900 | -5.1% | 0.02% | $102,967,193 |
| Vontobel Holding Ltd. | 0.62% | 2,120,887 | +19% | 0.34% | $87,168,455 |
| FRANKLIN TEMPLETON INC | 0.59% | 2,041,449 | +4.1% | 0.02% | $102,638,585 |
| MORGAN STANLEY | 0.58% | 1,981,305 | +89% | 0% | $81,431,709 |
| North of South Capital LLP | 0.58% | 1,976,100 | +29% | 5.6% | $81,217,710 |
| MACKENZIE FINANCIAL CORP | 0.48% | 1,649,651 | +39% | 0.07% | $67,800,656 |
| NORDEA INVESTMENT MANAGEMENT AB | 0.46% | 1,568,004 | +9.5% | 0.05% | $64,476,325 |
| TODD ASSET MANAGEMENT LLC | 0.39% | 1,326,422 | +17% | 0.99% | $54,516,362 |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.38% | 1,304,551 | +5.8% | 0.03% | $53,290,908 |
| Alberta Investment Management Corp | 0.38% | 1,300,000 | 0% | 0.3% | $53,430,000 |
| Invesco Ltd. | 0.35% | 1,215,094 | +7% | 0% | $49,940,363 |
| Amundi | 0.34% | 1,153,758 | -0.24% | 0.01% | $47,419,454 |
| RENAISSANCE TECHNOLOGIES LLC | 0.3% | 1,017,300 | +46% | 0.06% | $41,811,030 |
| DEUTSCHE BANK AG\ | 0.29% | 982,138 | +2.8% | 0.01% | $40,365,871 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 0.26% | 878,810 | +16% | 0.25% | $36,118,000 |
Quarter history
Holder count, reported shares/value, and median price by quarter.
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 117,728,503 | $4,856,585,460 | +$55,578,476 | $41.10 | 385 |
| 2026 Q2 | 229,411,326 | $9,396,829,169 | +$49,800,292 | $40.87 | 661 |
| 2026 Q1 | 227,125,383 | $11,094,939,111 | +$5,489,992 | $48.78 | 701 |
| 2025 Q4 | 229,999,284 | $10,961,041,866 | -$555,695,072 | $47.74 | 665 |
| 2025 Q3 | 241,952,422 | $10,427,595,275 | -$1,714,773,381 | $42.92 | 657 |
| 2025 Q2 | 278,802,350 | $12,469,823,381 | -$645,639,436 | $44.71 | 683 |
| 2025 Q1 | 291,866,687 | $15,196,945,215 | -$20,421,321 | $52.06 | 722 |
| 2024 Q4 | 295,717,023 | $14,216,589,118 | +$500,057,575 | $48.17 | 708 |
| 2024 Q3 | 284,137,084 | $12,841,436,128 | -$186,759,608 | $45.02 | 669 |
| 2024 Q2 | 290,356,416 | $8,953,614,809 | -$207,672,088 | $30.84 | 614 |
| 2024 Q1 | 295,989,056 | $11,776,381,599 | -$373,265,283 | $39.79 | 661 |
| 2023 Q4 | 304,460,071 | $12,906,106,799 | -$405,478,972 | $42.43 | 670 |
| 2023 Q3 | 309,739,838 | $17,270,902,575 | -$291,601,800 | $55.72 | 695 |
| 2023 Q2 | 314,428,428 | $17,797,200,003 | -$447,754,011 | $56.50 | 728 |
| 2023 Q1 | 322,309,374 | $20,426,116,429 | +$461,873 | $63.39 | 734 |
| 2022 Q4 | 321,657,317 | $17,610,334,517 | -$804,813,495 | $54.65 | 723 |
| 2022 Q3 | 336,210,230 | $15,927,073,786 | +$607,580,711 | $47.33 | 644 |
| 2022 Q2 | 324,994,114 | $15,757,900,393 | -$377,819,364 | $48.50 | 668 |
| 2022 Q1 | 332,614,302 | $13,861,822,759 | -$165,907,791 | $41.54 | 656 |
| 2021 Q4 | 335,718,154 | $16,717,421,605 | -$491,896,434 | $49.84 | 746 |
| 2021 Q3 | 339,234,864 | $19,715,575,657 | -$307,838,773 | $58.11 | 742 |
| 2021 Q2 | 345,423,333 | $22,857,385,498 | +$440,764,242 | $66.25 | 793 |
| 2021 Q1 | 338,830,535 | $20,036,286,318 | -$118,255,737 | $59.21 | 762 |
| 2020 Q4 | 341,225,703 | $19,473,983,296 | +$324,931,585 | $57.09 | 770 |
| 2020 Q3 | 336,025,222 | $17,744,585,896 | +$982,826,822 | $52.95 | 699 |