Vanguard funds hold 5% or more of 495 S&P 500 companies
Vanguard, BlackRock and State Street funds together hold 25% of the average S&P 500 company, on behalf of their investors. Here are the 200 largest institutional holders as of 30 Jun 2026.
The largest institutional holders of S&P 500 companies
Holdings at 30 Jun 2026, from 13F filings
200 holders
| Vanguard | 11.26% | 495 | |
| BlackRock | 8.55% | 485 | |
| State Street | 4.84% | 166 | |
| Capital Group | 2.28% | 80 | |
| Fidelity (FMR) | 2.13% | 51 | |
| Geode | 2.60% | 0 | |
| JPMorgan | 1.59% | 23 | |
| Morgan Stanley | 1.75% | 0 | |
| Invesco | 1.89% | 5 | |
| T. Rowe Price | 1.44% | 26 | |
| Norges Bank | 1.29% | 8 | |
| UBS | 1.41% | 1 | |
| Bank of America | 1.11% | 1 | |
| Northern Trust | 1.02% | 0 | |
| Goldman Sachs | 1.09% | 0 | |
| Charles Schwab | 1.02% | 0 | |
| Bank of New York Mellon | 0.79% | 1 | |
| Franklin Templeton | 0.73% | 4 | |
| Wellington Management Group | 0.83% | 12 | |
| Legal & General Group | 0.61% | 0 | |
| Amundi | 0.53% | 0 | |
| Nuveen (TIAA) | 0.49% | 0 | |
| Dimensional Fund Advisors | 0.89% | 0 | |
| Ameriprise Financial | 0.56% | 3 | |
| Royal Bank of Canada | 0.42% | 0 |
Showing 25 of 200 holders
About the data
- Companies held is how many of the 500 S&P 500 companies the holder has any shares in.
- Average stake adds up its share of every company and divides by 500, so each company counts the same whatever its size.
- 5%+ holdings (13F) counts companies where its 13F filings add up to 5% or more. It is worked out from 13F data, not from the 13D or 13G filings a 5% holder makes.
- Value held is its shares times the median price per share that 13F filers reported for the quarter end.
- Fund groups such as Vanguard and BlackRock hold these shares for the investors in their funds. Fund groups that file as several entities count as one holder.
- A stake divides the shares on the 13F by the shares outstanding on the report date. For companies with several share classes, each class is weighted by its value, so it is a share of the whole company. At companies with partnership units, such as Interactive Brokers, Blackstone and Charter, it is a share of the listed stock only.
- 13F filings cover managers with over $100 million in US stocks and are filed 45 days after each quarter, so holdings are a quarter old when they appear.