Insider transactions

EDGAR

FIRST HORIZON CORP

Transactions reported by directors, officers and 10% owners on SEC Forms 3, 4 and 5, read from each filing’s XML. Codes and their wording are the SEC’s own.

A Form 4 is due within two business days of the transaction, so the most recent trades may not be filed yet.

Window: transactions dated on or after 2025-11-15.

Open-market purchases (code P)
0 transactions, — shares
Open-market sales (code S)
10 transactions, 119,245 shares
Sum of shares × price per share: 2,834,713.84

Totals add the filed transactions listed; they are counts of what was reported, not a measure of direction.

Showing 1–31 of 31

Insider transactions, newest first, as filed on SEC Forms 3, 4 and 5
DateReporting ownerCodeAcquired or disposedSharesPrice per share, as filedValue (derived)Shares owned afterDirect or indirectRule 10b5-1 boxNotesSource
2026-11-09 Filed 2026-11-10JORDAN D BRYAN Director · Officer: Chairman, President CEO
M

Exercise or conversion of derivative security exempted pursuant to Rule 16b-3

Common Stock
Acquired (A)125,78615.90
1,999,997.4

Derived: shares × price per share. Exact value 1999997.40.

1,115,543Direct (D) No— Open filing 0000036966-26-000201 Read from the filing’s XML Dispute this row
2026-11-09 Filed 2026-11-10JORDAN D BRYAN Director · Officer: Chairman, President CEO
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)67,23323.57
1,584,681.81

Derived: shares × price per share. Exact value 1584681.81.

1,048,310Direct (D) No— Open filing 0000036966-26-000201 Read from the filing’s XML Dispute this row
2026-11-09 Filed 2026-11-10JORDAN D BRYAN Director · Officer: Chairman, President CEO
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)14,28323.575
336,721.725

Derived: shares × price per share. Exact value 336721.725.

1,034,027Direct (D) No— Open filing 0000036966-26-000201 Read from the filing’s XML Dispute this row
2026-11-09 Filed 2026-11-10JORDAN D BRYAN Director · Officer: Chairman, President CEO
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)4,27023.58
100,686.6

Derived: shares × price per share. Exact value 100686.60.

1,029,757Direct (D) No— Open filing 0000036966-26-000201 Read from the filing’s XML Dispute this row
2026-11-09 Filed 2026-11-10JORDAN D BRYAN Director · Officer: Chairman, President CEO
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)7,94623.60
187,525.6

Derived: shares × price per share. Exact value 187525.60.

1,021,811Direct (D) No— Open filing 0000036966-26-000201 Read from the filing’s XML Dispute this row
2026-11-09 Filed 2026-11-10JORDAN D BRYAN Director · Officer: Chairman, President CEO
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)7,20023.605
169,956

Derived: shares × price per share. Exact value 169956.000.

1,014,611Direct (D) No— Open filing 0000036966-26-000201 Read from the filing’s XML Dispute this row
2026-11-09 Filed 2026-11-10JORDAN D BRYAN Director · Officer: Chairman, President CEO
M

Exercise or conversion of derivative security exempted pursuant to Rule 16b-3

Derivative security: Stock Options (Right to Buy) — underlying Common Stock (125,786) — exercise price 15.90
Disposed (D)125,7860—0Direct (D) No— Open filing 0000036966-26-000201 Read from the filing’s XML Dispute this row
2026-11-06 Filed 2026-11-10JORDAN D BRYAN Director · Officer: Chairman, President CEO
G

Bona fide gift

Common Stock
Disposed (D)9,9970—989,757Direct (D) No— Open filing 0000036966-26-000201 Read from the filing’s XML Dispute this row
2026-11-06 Filed 2026-11-10JORDAN D BRYAN Director · Officer: Chairman, President CEO
G

Bona fide gift

Common Stock
Disposed (D)354,5610—0Indirect (I) By SpouseNo
F1
  • F1 On November 6, 2026, the reporting person's spouse transferred 354,561 shares to an irrevocable trust established for the benefit of the reporting person's children and grandchildren, none of whom share the reporting person's household. The reporting person's adult child serves as a co-trustee of the trust together with a corporate trustee. Neither the reporting person nor the reporting person's spouse is a trustee or beneficiary of the trust. The reporting person disclaims beneficial ownership of the shares held by the trust following the transfer for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, and for any other purpose.
Open filing 0000036966-26-000201 Read from the filing’s XML Dispute this row
2026-10-29 Filed 2026-10-30Balser Jeffrey R. Director
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock
Acquired (A)5,6640—5,664Direct (D) No
F1
  • F1 Grant of restricted stock units which will vest October 29, 2027.
Open filing 0000036966-26-000193 Read from the filing’s XML Dispute this row
2026-10-26 Filed 2026-10-28LoCascio Tammy Officer: SEVP, Chief Operating Officer
F

Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3

Common Stock
Disposed (D)3,90923.43
91,587.87

Derived: shares × price per share. Exact value 91587.87.

387,950Direct (D) No
F1
  • F1 Reflects mandatory withholding of shares to pay withholding taxes associated with vesting of restricted stock unit award granted previously.
Open filing 0000036966-26-000189 Read from the filing’s XML Dispute this row
2026-10-26 Filed 2026-10-28Restel Anthony J Officer: SEVP, Chief Banking Officer
F

Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3

Common Stock
Disposed (D)9,02823.43
211,526.04

Derived: shares × price per share. Exact value 211526.04.

649,207Direct (D) No
F1
  • F1 Reflects mandatory withholding of shares to pay withholding taxes associated with vesting of restricted stock unit award granted previously.
Open filing 0000036966-26-000191 Read from the filing’s XML Dispute this row
2026-08-20 Filed 2026-08-24ARDOIN ELIZABETH A Officer: SEVP, Chief Communications Ofc
M

Exercise or conversion of derivative security exempted pursuant to Rule 16b-3

Common Stock
Acquired (A)4,25818.68
79,539.44

Derived: shares × price per share. Exact value 79539.44.

340,368Direct (D) No— Open filing 0000036966-26-000158 Read from the filing’s XML Dispute this row
2026-08-20 Filed 2026-08-24ARDOIN ELIZABETH A Officer: SEVP, Chief Communications Ofc
M

Exercise or conversion of derivative security exempted pursuant to Rule 16b-3

Common Stock
Acquired (A)3,50218.68
65,417.36

Derived: shares × price per share. Exact value 65417.36.

343,870Direct (D) No— Open filing 0000036966-26-000158 Read from the filing’s XML Dispute this row
2026-08-20 Filed 2026-08-24ARDOIN ELIZABETH A Officer: SEVP, Chief Communications Ofc
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)3,50224.85
87,024.7

Derived: shares × price per share. Exact value 87024.70.

340,368Direct (D) No— Open filing 0000036966-26-000158 Read from the filing’s XML Dispute this row
2026-08-20 Filed 2026-08-24ARDOIN ELIZABETH A Officer: SEVP, Chief Communications Ofc
M

Exercise or conversion of derivative security exempted pursuant to Rule 16b-3

Common Stock
Acquired (A)3,76317.94
67,508.22

Derived: shares × price per share. Exact value 67508.22.

344,131Direct (D) No— Open filing 0000036966-26-000158 Read from the filing’s XML Dispute this row
2026-08-20 Filed 2026-08-24ARDOIN ELIZABETH A Officer: SEVP, Chief Communications Ofc
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)3,76324.855
93,529.365

Derived: shares × price per share. Exact value 93529.365.

340,368Direct (D) No— Open filing 0000036966-26-000158 Read from the filing’s XML Dispute this row
2026-08-20 Filed 2026-08-24ARDOIN ELIZABETH A Officer: SEVP, Chief Communications Ofc
M

Exercise or conversion of derivative security exempted pursuant to Rule 16b-3

Common Stock
Acquired (A)3,32417.94
59,632.56

Derived: shares × price per share. Exact value 59632.56.

343,692Direct (D) No— Open filing 0000036966-26-000158 Read from the filing’s XML Dispute this row
2026-08-20 Filed 2026-08-24ARDOIN ELIZABETH A Officer: SEVP, Chief Communications Ofc
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)3,32424.855
82,618.02

Derived: shares × price per share. Exact value 82618.020.

340,368Direct (D) No— Open filing 0000036966-26-000158 Read from the filing’s XML Dispute this row
2026-08-20 Filed 2026-08-24ARDOIN ELIZABETH A Officer: SEVP, Chief Communications Ofc
M

Exercise or conversion of derivative security exempted pursuant to Rule 16b-3

Common Stock
Acquired (A)6,72415.35
103,213.4

Derived: shares × price per share. Exact value 103213.40.

347,092Direct (D) No— Open filing 0000036966-26-000158 Read from the filing’s XML Dispute this row
2026-08-20 Filed 2026-08-24ARDOIN ELIZABETH A Officer: SEVP, Chief Communications Ofc
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)6,72424.855
167,125.02

Derived: shares × price per share. Exact value 167125.020.

340,368Direct (D) No— Open filing 0000036966-26-000158 Read from the filing’s XML Dispute this row
2026-08-20 Filed 2026-08-24ARDOIN ELIZABETH A Officer: SEVP, Chief Communications Ofc
M

Exercise or conversion of derivative security exempted pursuant to Rule 16b-3

Common Stock
Acquired (A)1,00015.35
15,350

Derived: shares × price per share. Exact value 15350.00.

341,368Direct (D) No— Open filing 0000036966-26-000158 Read from the filing’s XML Dispute this row
2026-08-20 Filed 2026-08-24ARDOIN ELIZABETH A Officer: SEVP, Chief Communications Ofc
S

Open market or private sale of non-derivative or derivative security

Common Stock
Disposed (D)1,00024.845
24,845

Derived: shares × price per share. Exact value 24845.000.

340,368Direct (D) No— Open filing 0000036966-26-000158 Read from the filing’s XML Dispute this row
2026-08-20 Filed 2026-08-24ARDOIN ELIZABETH A Officer: SEVP, Chief Communications Ofc
M

Exercise or conversion of derivative security exempted pursuant to Rule 16b-3

Derivative security: Stock Options (Right to Buy) — underlying Common Stock (4,258) — exercise price 18.68
Disposed (D)4,2580—0Direct (D) No— Open filing 0000036966-26-000158 Read from the filing’s XML Dispute this row
2026-08-20 Filed 2026-08-24ARDOIN ELIZABETH A Officer: SEVP, Chief Communications Ofc
M

Exercise or conversion of derivative security exempted pursuant to Rule 16b-3

Derivative security: Stock Options (Right to Buy) — underlying Common Stock (3,502) — exercise price 18.68
Disposed (D)3,5020—0Direct (D) No— Open filing 0000036966-26-000158 Read from the filing’s XML Dispute this row
2026-08-20 Filed 2026-08-24ARDOIN ELIZABETH A Officer: SEVP, Chief Communications Ofc
M

Exercise or conversion of derivative security exempted pursuant to Rule 16b-3

Derivative security: Stock Options (Right to Buy) — underlying Common Stock (3,763) — exercise price 17.94
Disposed (D)3,7630—0Direct (D) No— Open filing 0000036966-26-000158 Read from the filing’s XML Dispute this row
2026-08-20 Filed 2026-08-24ARDOIN ELIZABETH A Officer: SEVP, Chief Communications Ofc
M

Exercise or conversion of derivative security exempted pursuant to Rule 16b-3

Derivative security: Stock Options (Right to Buy) — underlying Common Stock (3,324) — exercise price 17.94
Disposed (D)3,3240—2,882Direct (D) No— Open filing 0000036966-26-000158 Read from the filing’s XML Dispute this row
2026-08-20 Filed 2026-08-24ARDOIN ELIZABETH A Officer: SEVP, Chief Communications Ofc
M

Exercise or conversion of derivative security exempted pursuant to Rule 16b-3

Derivative security: Stock Options (Right to Buy) — underlying Common Stock (6,724) — exercise price 15.35
Disposed (D)6,7240—0Direct (D) No— Open filing 0000036966-26-000158 Read from the filing’s XML Dispute this row
2026-08-20 Filed 2026-08-24ARDOIN ELIZABETH A Officer: SEVP, Chief Communications Ofc
M

Exercise or conversion of derivative security exempted pursuant to Rule 16b-3

Derivative security: Stock Options (Right to Buy) — underlying Common Stock (1,000) — exercise price 15.35
Disposed (D)1,0000—6,306Direct (D) No— Open filing 0000036966-26-000158 Read from the filing’s XML Dispute this row
2025-12-22 Filed 2025-12-23JORDAN D BRYAN Director · Officer: Chairman, President CEO
G

Bona fide gift

Common Stock
Disposed (D)42,0000—821,406Direct (D) No
F1
  • F1 The amount of shares was increased by 36,729 to correct a computational error that first appeared in an Amendment to Form 4 filed on May 24, 2023 (the 2023 Amendment to Form 4). The 2023 Amendment to Form 4 reported an administrative error in computing the number of shares withheld to pay withholding taxes on a previous Form 4 filed on May 15, 2023, but the Column 5 amount on the 2023 Amendment to Form 4 was computed without first adding back the incorrect number of shares (36,729) reported as withheld on the original Form 4. As a result, the 2023 Amendment to Form 4, as filed on May 24, 2023, and all subsequent Form 4s filed through August 1, 2025, understated the Column 5 amount by 36,729 shares.
Open filing 0000036966-25-000160 Read from the filing’s XML Dispute this row
2025-12-05 Filed 2025-12-08Dmuchowski Hope Officer: Sr. EVP CFO
F

Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3

Common Stock
Disposed (D)2,96422.76
67,460.64

Derived: shares × price per share. Exact value 67460.64.

143,935Direct (D) No
F1
  • F1 Reflects mandatory withholding of shares to pay withholding taxes associated with vesting of restricted stock unit award granted previously.
Open filing 0000036966-25-000158 Read from the filing’s XML Dispute this row

Institutional holders (Form 13F)

Quarter ending 2026-09-30: 6,203 filings read, the latest filed 2026-11-12. Prior quarter ending 2026-06-30: 6,405 filings read.

Showing 1–50 of 462

Institutional holders, largest position first, as filed
ManagerShares or principalValue as filedChange from the prior quarterSource
DIMENSIONAL FUND ADVISORS LP Partly reported under another manager17,916,817 SH412,447,151 dollarsHigher by 1,534,768 Prior quarter: 16,382,049Open filing 0000354204-26-001096 Filed 2026-11-04 Dispute this row
STATE STREET CORP Partly reported under another manager17,532,226 SH406,626,261 dollarsLower by 857,831 Prior quarter: 18,390,057Open filing 0000093751-26-000747 Filed 2026-11-12 Dispute this row
LSV ASSET MANAGEMENT Partly reported under another manager12,632,610 SH290,803 dollarsLower by 480,800 Prior quarter: 13,113,410Open filing 0001050470-26-000015 Filed 2026-11-06 Dispute this row
GEODE CAPITAL MANAGEMENT, LLC Partly reported under another manager8,848,092 SH203,734,386 dollarsLower by 204,436 Prior quarter: 9,052,528Open filing 0001214717-26-000012 Filed 2026-11-06 Dispute this row
Bank of New York Mellon Corp Partly reported under another manager7,203,653 SH165,828,082 dollarsLower by 21,947,884 Prior quarter: 29,151,537Open filing 0001390777-26-000121 Filed 2026-11-05 Dispute this row
Artemis Investment Management LLP 6,523,146 SH150,162,821 dollarsNot in the prior quarter’s filings read Open filing 0001535385-26-000027 Filed 2026-10-08 Dispute this row
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 5,576,059 SH128,360,878 dollarsHigher by 767,836 Prior quarter: 4,808,223Open filing 0001644956-26-000031 Filed 2026-11-06 Dispute this row
Invesco Ltd. Partly reported under another manager5,388,033 SH124,032,519 dollarsHigher by 395,600 Prior quarter: 4,992,433Open filing 0000914208-26-000462 Filed 2026-11-12 Dispute this row
UBS Group AG Partly reported under another manager4,897,729 SH112,745,732 dollarsHigher by 1,013,332 Prior quarter: 3,884,397Open filing 0001610520-26-000121 Filed 2026-11-10 Dispute this row
Clearbridge Investments, LLC 4,539,574 SH104,500,993 dollarsLower by 119,937 Prior quarter: 4,659,511Open filing 0001348883-26-000026 Filed 2026-11-12 Dispute this row
FMR LLC Partly reported under another manager4,181,395 SH96,255,707 dollarsLower by 2,247,229 Prior quarter: 6,428,624Open filing 0000315066-26-002964 Filed 2026-11-10 Dispute this row
FIL Ltd Partly reported under another manager3,600,736 SH82,888,942 dollarsLower by 736,402 Prior quarter: 4,337,138Open filing 0000318989-26-000202 Filed 2026-11-10 Dispute this row
PRINCIPAL FINANCIAL GROUP INC Partly reported under another manager3,400,364 SH78,276,379 dollarsLower by 293,753 Prior quarter: 3,694,117Open filing 0001126328-26-000225 Filed 2026-11-02 Dispute this row
JPMORGAN CHASE CO Partly reported under another manager3,378,905 SH78,665,876 dollarsHigher by 117,859 Prior quarter: 3,261,046Open filing 0000019617-26-000404 Filed 2026-11-12 Dispute this row
PRIMECAP MANAGEMENT CO/CA/ 2,695,673 SH62,054,392 dollarsHigher by 468,573 Prior quarter: 2,227,100Open filing 0000763212-26-000037 Filed 2026-11-12 Dispute this row
BNP PARIBAS FINANCIAL MARKETS Partly reported under another manager2,606,246 SH59,995,783 dollarsHigher by 2,180,356 Prior quarter: 425,890Open filing 0001166588-26-000012 Filed 2026-11-12 Dispute this row
RENAISSANCE TECHNOLOGIES LLC Partly reported under another manager2,503,411 SH57,628,521 dollarsHigher by 1,632,800 Prior quarter: 870,611Open filing 0001037389-26-000062 Filed 2026-11-12 Dispute this row
BARCLAYS PLC Partly reported under another manager2,361,172 SH54,354,179 dollarsHigher by 1,532,356 Prior quarter: 828,816Open filing 0000312069-26-000241 Filed 2026-11-06 Dispute this row
VICTORY CAPITAL MANAGEMENT INC 2,346,517 SH54,016,822 dollarsHigher by 54,990 Prior quarter: 2,291,527Open filing 0001040188-26-000051 Filed 2026-11-10 Dispute this row
JANE STREET GROUP, LLC Option: Call Partly reported under another manager2,165,100 SH49,840,602 dollarsHigher by 1,800,300 Prior quarter: 364,800Open filing 0001595888-26-000162 Filed 2026-11-12 Dispute this row
Nuveen, LLC Partly reported under another manager1,871,883 SH43,090,739 dollarsHigher by 339,561 Prior quarter: 1,532,322Open filing 0000930413-26-003284 Filed 2026-11-10 Dispute this row
Cullen Capital Management, LLC 1,866,443 SH42,965,519 dollarsHigher by 34,447 Prior quarter: 1,831,996Open filing 0001193125-26-453984 Filed 2026-11-10 Dispute this row
Squarepoint Ops LLC Partly reported under another manager1,715,852 SH39,498,913 dollarsHigher by 1,593,255 Prior quarter: 122,597Open filing 0001642575-26-000012 Filed 2026-11-09 Dispute this row
Amundi Partly reported under another manager1,654,685 SH38,090,849 dollarsHigher by 1,526,148 Prior quarter: 128,537Open filing 0001172661-26-004884 Filed 2026-11-06 Dispute this row
RAYMOND JAMES FINANCIAL INC Partly reported under another manager1,609,433 SH37,049,150 dollarsLower by 1,679,682 Prior quarter: 3,289,115Open filing 0000720005-26-000081 Filed 2026-11-12 Dispute this row
ALGEBRIS (UK) LTD 1,575,055 SH36,258,083 dollarsNot in the prior quarter’s filings read Open filing 0001700286-26-000015 Filed 2026-11-06 Dispute this row
Fisher Asset Management, LLC Partly reported under another manager1,416,567 SH32,609,381 dollarsHigher by 93,562 Prior quarter: 1,323,005Open filing 0000850529-26-000009 Filed 2026-11-06 Dispute this row
RHUMBLINE ADVISERS 1,247,632 SH28,720,420 dollarsLower by 31,102 Prior quarter: 1,278,734Open filing 0001115418-26-000015 Filed 2026-11-10 Dispute this row
Retirement Systems of Alabama 1,226,129 SH28,225,490 dollarsLower by 2,214 Prior quarter: 1,228,343Open filing 0001140361-26-041923 Filed 2026-11-04 Dispute this row
DEROY DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1,085,629 SH24,991 dollarsHigher by 4,395 Prior quarter: 1,081,234Open filing 0001278678-26-000011 Filed 2026-10-26 Dispute this row
Arbejdsmarkedets Tillaegspension 1,026,600 SH23,632,332 dollarsNot in the prior quarter’s filings read Open filing 0002105395-26-000008 Filed 2026-10-30 Dispute this row
GROUP ONE TRADING LLC Option: Call 1,018,000 SH23,434,360 dollarsHigher by 864,300 Prior quarter: 153,700Open filing 0000932540-26-000017 Filed 2026-11-10 Dispute this row
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY Partly reported under another manager1,005,205 SH23,139 dollarsLower by 45,461 Prior quarter: 1,050,666Open filing 0000714142-26-000004 Filed 2026-11-10 Dispute this row
Swiss National Bank 958,400 SH22,062,368 dollarsUnchanged Prior quarter: 958,400Open filing 0001582202-26-000008 Filed 2026-11-12 Dispute this row
BANK OF MONTREAL /CAN/ Partly reported under another manager943,228 SH21,713,109 dollarsLower by 83,671 Prior quarter: 1,026,899Open filing 0000927971-26-000111 Filed 2026-11-09 Dispute this row
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 873,705 SH20,113 dollarsUnchanged Prior quarter: 873,705Open filing 0000315297-26-000011 Filed 2026-11-12 Dispute this row
FIRST TRUST ADVISORS LP 797,410 SH18,356,376 dollarsLower by 29,807 Prior quarter: 827,217Open filing 0001445546-26-008622 Filed 2026-11-12 Dispute this row
FRANKLIN TEMPLETON INC Partly reported under another manager734,220 SH17,430,382 dollarsLower by 9,310 Prior quarter: 743,530Open filing 0000038777-26-000291 Filed 2026-11-12 Dispute this row
CITIGROUP INC Partly reported under another manager683,421 SH15,732,358 dollarsHigher by 368,541 Prior quarter: 314,880Open filing 0000831001-26-000052 Filed 2026-11-04 Dispute this row
Universal- Beteiligungs- und Servicegesellschaft mbH Partly reported under another manager662,266 SH15,245,363 dollarsHigher by 33,093 Prior quarter: 629,173Open filing 0002057170-26-000022 Filed 2026-11-10 Dispute this row
Assenagon Asset Management S.A. 644,747 SH14,842,076 dollarsNot in the prior quarter’s filings read Open filing 0001546007-26-000008 Filed 2026-10-15 Dispute this row
Mitsubishi UFJ Asset Management Co., Ltd. Partly reported under another manager572,501 SH13,178,973 dollarsHigher by 38,485 Prior quarter: 534,016Open filing 0001193125-26-447983 Filed 2026-11-05 Dispute this row
Huber Capital Management LLC 572,268 SH13,173,610 dollarsLower by 2,000 Prior quarter: 574,268Open filing 0001511697-26-000004 Filed 2026-11-12 Dispute this row
Leeward Investments, LLC - MA Partly reported under another manager566,280 SH13,035,771 dollarsLower by 6,313 Prior quarter: 572,593Open filing 0001923173-26-000004 Filed 2026-10-23 Dispute this row
Carlson Capital, L.P. 537,872 SH12,381,813 dollarsHigher by 21,194 Prior quarter: 516,678Open filing 0001056973-26-000013 Filed 2026-11-09 Dispute this row
SEI INVESTMENTS CO Partly reported under another manager531,171 SH12,227,667 dollarsHigher by 19,284 Prior quarter: 511,887Open filing 0000350894-26-000059 Filed 2026-11-10 Dispute this row
Boston Partners Partly reported under another manager511,875 SH11,783,499 dollarsLower by 28,260 Prior quarter: 540,135Open filing 0001386060-26-000054 Filed 2026-11-10 Dispute this row
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 492,060 SH11,327 dollarsNot in the prior quarter’s filings read Open filing 0000314969-26-000011 Filed 2026-10-22 Dispute this row
PRIVATE MANAGEMENT GROUP INC Partly reported under another manager465,647 SH10,719,194 dollarsLower by 5,844 Prior quarter: 471,491Open filing 0001142031-26-000022 Filed 2026-11-04 Dispute this row
CAPTRUST FINANCIAL ADVISORS 396,392 SH9,124,933 dollarsLower by 42,812 Prior quarter: 439,204Open filing 0001062993-26-005930 Filed 2026-11-12 Dispute this row
Managers in the prior quarter with no filing read for the latest

They may simply not have filed yet: absent from the latest quarter’s filings read is not the same as a position sold.

  • BlackRock, Inc. 58,706,667 SH
  • VANGUARD PORTFOLIO MANAGEMENT LLC 22,421,450 SH
  • VANGUARD CAPITAL MANAGEMENT LLC 21,392,091 SH
  • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 12,731,777 SH
  • North Reef Capital Management LP 9,201,256 SH
  • AQR CAPITAL MANAGEMENT LLC 8,832,027 SH
  • CITADEL ADVISORS LLC 8,080,977 SH
  • MILLENNIUM MANAGEMENT LLC 6,171,769 SH
  • NORGES BANK 6,099,706 SH
  • MORGAN STANLEY 5,419,743 SH
  • NORTHERN TRUST CORP 4,288,470 SH
  • BANK OF AMERICA CORP /DE/ 3,772,959 SH
  • Qube Research Technologies Ltd 3,702,558 SH
  • CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,490,110 SH
  • Sixth Street Partners Management Company, L.P. 3,490,110 SH
  • Sculptor Capital LP 3,300,000 SH
  • VANGUARD FIDUCIARY TRUST CO 2,997,625 SH
  • Point72 Asset Management, L.P. 2,501,597 SH
  • Holocene Advisors, LP 2,239,568 SH
  • GOLDMAN SACHS GROUP INC 2,065,685 SH
  • HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1,924,100 SH
  • ROYAL BANK OF CANADA 1,837,145 SH
  • Bridgewater Associates, LP 1,633,439 SH
  • MILLENNIUM MANAGEMENT LLC 1,512,000 SH
  • Alyeska Investment Group, L.P. 1,483,804 SH
  • Freestone Grove Partners LP 1,385,619 SH
  • TUDOR INVESTMENT CORP ET AL 1,297,441 SH
  • Schonfeld Strategic Advisors LLC 1,257,236 SH
  • BANK OF NOVA SCOTIA 1,254,918 SH
  • Verition Fund Management LLC 1,189,591 SH
  • PEAK6 LLC 1,160,100 SH
  • Interval Partners, LP 1,105,169 SH
  • Balyasny Asset Management L.P. 1,072,255 SH
  • MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,034,835 SH
  • California Public Employees Retirement System 1,020,921 SH
  • ALGERT GLOBAL LLC 1,015,068 SH
  • TWO SIGMA INVESTMENTS, LP 880,206 SH
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP 866,700 SH
  • ENVESTNET ASSET MANAGEMENT INC 838,562 SH
  • SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 782,972 SH
  • ALLIANCEBERNSTEIN L.P. 691,226 SH
  • WELLS FARGO COMPANY/MN 679,617 SH
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 676,055 SH
  • Parallax Volatility Advisers, L.P. 670,000 SH
  • Legal General Group Plc 650,284 SH
  • Caisse de depot et placement du Quebec 581,554 SH
  • HANCOCK WHITNEY CORP 573,904 SH
  • CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 554,162 SH
  • Hudson Bay Capital Management LP 552,101 SH
  • SummitTX Capital, L.P. 543,228 SH
  • Form 13F covers long positions in Section 13(f) securities only: no short positions and no securities outside that list.
  • A manager that has not yet filed for the latest quarter is absent, not at zero; filings are due up to 45 days after quarter end.
  • A change is the difference between two quarter-end snapshots, not a trade.
  • A position reported under another manager may also appear in that manager’s filing; rows are not added together.
  • Holdings the securities list cannot place with this company, or places ambiguously, are not shown.

5% holders (Schedule 13D and 13G)

Schedules filed in the SEC’s structured format (late 2024 onward) are read here. Earlier schedules are free text and are not read.

5% holders, newest event first, as filed
HolderPercent of classShares heldEvent dateFormSource
Bank of New York Mellon Corp Common Stock1.57,203,653.0009/30/2026 Filed 2026-10-22SCHEDULE 13G/AAmendment 2Open filing 0001390777-26-000108 Dispute this row
BNY Mellon IHC, LLC Common Stock1.25,878,278.0009/30/2026 Filed 2026-10-22SCHEDULE 13G/AAmendment 2Open filing 0001390777-26-000108 Dispute this row
MBC Investments Corp Common Stock1.25,878,278.0009/30/2026 Filed 2026-10-22SCHEDULE 13G/AAmendment 2Open filing 0001390777-26-000108 Dispute this row
Integrated Core Strategies (US) LLC Common Capital Stock, par value $0.625 per share5.124,336,953.0009/28/2026 Filed 2026-10-05SCHEDULE 13GOpen filing 0001104659-26-113805 Dispute this row
Millennium Management LLC Common Capital Stock, par value $0.625 per share5.626,345,431.0009/28/2026 Filed 2026-10-05SCHEDULE 13GOpen filing 0001104659-26-113805 Dispute this row
Millennium Group Management LLC Common Capital Stock, par value $0.625 per share5.626,345,431.0009/28/2026 Filed 2026-10-05SCHEDULE 13GOpen filing 0001104659-26-113805 Dispute this row
Israel A. Englander Common Capital Stock, par value $0.625 per share5.626,345,431.0009/28/2026 Filed 2026-10-05SCHEDULE 13GOpen filing 0001104659-26-113805 Dispute this row
Millennium Management LLC Common Stock, par value $0.625 per share4.9723,543,136.0009/01/2026 Filed 2026-09-09SCHEDULE 13GOpen filing 0001104659-26-106405 Dispute this row
Millennium Group Management LLC Common Stock, par value $0.625 per share4.9723,543,136.0009/01/2026 Filed 2026-09-09SCHEDULE 13GOpen filing 0001104659-26-106405 Dispute this row
Israel A. Englander Common Stock, par value $0.625 per share4.9723,543,136.0009/01/2026 Filed 2026-09-09SCHEDULE 13GOpen filing 0001104659-26-106405 Dispute this row
Integrated Core Strategies (US) LLC Common Stock, par value $0.625 per share4.924,744,924.0010/16/2025 Filed 2025-10-23SCHEDULE 13GOpen filing 0001104659-25-101837 Dispute this row
Millennium Management LLC Common Stock, par value $0.625 per share5.025,405,699.0010/16/2025 Filed 2025-10-23SCHEDULE 13GOpen filing 0001104659-25-101837 Dispute this row
Millennium Group Management LLC Common Stock, par value $0.625 per share5.025,405,699.0010/16/2025 Filed 2025-10-23SCHEDULE 13GOpen filing 0001104659-25-101837 Dispute this row
Israel A. Englander Common Stock, par value $0.625 per share5.025,405,699.0010/16/2025 Filed 2025-10-23SCHEDULE 13GOpen filing 0001104659-25-101837 Dispute this row

Percent is of the class the filing names, as the holder stated it. Members of a group each report the group’s shares, so rows are not added together.

What was read

1,813,069 filings read, dated 2004-06-14 to 2026-11-12: Forms 3, 3/A, 4, 4/A, 5, 5/A.

Years can be incomplete while the archive is still being read. A year with few filings here is not a statement that few were made.

Filings read, by filing year
Filing yearFilings read
20151
2016204,322
2017202,494
2018202,048
2019193,638
2020144,184
2021224,474
202240,015
2023199,811
202484,357
2025235,518
202676,430

Filings made before the SEC required XML are listed, not extracted.

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