Last close ₹413.00down ₹19.45 (4.50%)BSE ₹412.90
Share price at the NSE close on 23 Oct 2026. Previous close ₹432.45.
52-week range of traded prices to 23 Oct 2026
₹361.20Low, 30 Mar 2026₹517.90High, 23 Oct 2025
- Market capMarket capitalisation. Share price times the number of shares: what the whole company is worth at the day's price. The rank is by average market value over the six months to Jun 2026, among listed companies.
- ₹36,369 Cr241st largest listed
- P/EPrice to earnings, trailing. Market cap divided by the profit of the last twelve months (the latest four quarters, or two half years for a company that reports half-yearly) that belongs to the company's own shareholders, after the share of the other owners of its subsidiaries: what investors pay for each rupee of a year's profit. The filing of 9 Oct 2026
- 33.4
- P/BPrice to book. Market cap divided by the net worth that belongs to the company's own shareholders, its assets less everything it owes and less the other owners' share of its subsidiaries, on its latest balance sheet. The filing of 9 Oct 2026
- 2.6
- Dividend yieldDividend yield. Dividends paid per share in the twelve months to the day, as a percentage of the day's share price.
- Nonein the last 12 months
- ROEReturn on equity. Profit over the last twelve months (the latest four quarters, or two half years for a company that reports half-yearly) that belongs to the company's own shareholders, as a percentage of their net worth, the money they have in the business. Net worth is the average of the latest balance sheet and the one a year before it. The filing of 9 Oct 2026
- 9.2%
- NIMNet interest margin. Net interest income ÷ the average assets that earn interest × 100 × 12 ÷ the months in the period, a rate per year; given only where the balance sheets at the start and at the end of the period are both held; not given for an insurer. For the year to Mar 2026.
- 7.30%
- Cost of fundsCost of funds. Interest paid ÷ the average of what the company pays interest on × 100 × 12 ÷ the months in the period, a rate per year; given only where the balance sheets at the start and at the end of the period are both held; not given for an insurer. For the year to Mar 2026.
- 7.48%
- Credit costCredit cost. What was set aside for loans that may not be repaid ÷ average loans given × 100 × 12 ÷ the months in the period, a rate per year; given only where the balance sheets at the start and at the end of the period are both held; not given for an insurer. For the year to Mar 2026.
- 2.49%
- ROAReturn on assets. Profit after tax ÷ average total assets × 100 × 12 ÷ the months in the period, a rate per year; given only where the balance sheets at the start and at the end of the period are both held; not given for an insurer. It equals net interest income + other income − operating expenses − provisions + exceptional items − tax + the lines below tax, each on the same base. For the year to Mar 2026.
- 1.14%
- LeverageAssets per rupee of net worth. Average total assets ÷ average net worth: rupees of assets for each rupee of net worth; given only where the balance sheets at the start and at the end of the period are both held; not given for an insurer. For the year to Mar 2026.
- 5.15times net worth
- Volume, NSEVolume. Shares traded on the last trading day; delivery is the part buyers kept rather than sold again the same day.
- 19,13,71054.3% delivered
Who owns Poonawalla Fincorp, filing by filing
Per cent of the company's shares. The last ten years of filings, from Dec 2016; the latest is the filing for Sep 2026.
Sep 2026 filing
- Promoters59.01%
- Foreign institutions11.64%
- Indian institutions17.16%
- GovernmentsNone
- Individuals and others12.19%
- Employee trustsNone
Shareholding pattern, per cent, from Sep 2022
- Promoters
- Foreign institutions
- Indian institutions
- Governments
- Individuals and others
- Employee trusts
| Per cent | Dec 2016Filed 17 Jan | Mar 2017Filed 6 Apr | Jun 2017Filed 20 Jul | Sep 2017Filed 16 Oct | Dec 2017Filed 18 Jan | Mar 2018Filed 23 Apr | Jun 2018Filed 12 Jul | Sep 2018Filed 16 Oct | Dec 2018Filed 5 Jan | Mar 2019Filed 20 Apr | Jun 2019Filed 6 Aug | Sep 2019Filed 18 Oct | Dec 2019Filed 11 Jan | Mar 2020Filed 11 Apr | Jun 2020Filed 21 Jul | Sep 2020Filed 12 Oct | Dec 2020Filed 15 Jan | Mar 2021Filed 4 May | Jun 2021Filed 13 Jul | Sep 2021Filed 20 Oct | Dec 2021Filed 12 Jan | Mar 2022Filed 20 Apr | Jun 2022Filed 11 Jul | Sep 2022Filed 19 Oct | Dec 2022Filed 17 Jan | Mar 2023Filed 11 Apr | Jun 2023Filed 12 Jul | Sep 2023Filed 10 Oct | Dec 2023Filed 9 Jan | Mar 2024Filed 12 Apr | Jun 2024Filed 11 Jul | Sep 2024Filed 9 Oct | Dec 2024Filed 7 Jan | Mar 2025Filed 8 Apr | Jun 2025Filed 21 Jul | Sep 2025Filed 15 Oct | Dec 2025Filed 13 Jan | Mar 2026Filed 9 Apr | Jun 2026Filed 10 Jul | Sep 2026Filed 8 Oct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 26.98% | 27.75% | 27.75% | 27.75% | 27.75% | 27.74% | 24.42% | 24.42% | 24.42% | 24.41% | 24.41% | 24.41% | 24.40% | 24.40% | 24.40% | 24.40% | 24.39% | 24.39% | 73.20% | 72.52% | 68.25% | 61.50% | 61.49% | 61.48% | 62.05% | 62.14% | 62.12% | 62.10% | 62.07% | 62.13% | 62.09% | 61.87% | 62.36% | 62.53% | 62.46% | 63.96% | 63.95% | 63.93% | 59.02% | 59.01% | |
| Indian promoters | 26.98% | 27.75% | 27.75% | 27.75% | 27.75% | 27.74% | 24.42% | 24.42% | 24.42% | 24.41% | 24.41% | 24.41% | 24.40% | 24.40% | 24.40% | 24.40% | 24.39% | 24.39% | 73.20% | 72.52% | 68.25% | 61.50% | 61.49% | 61.48% | 62.05% | 62.14% | 62.12% | 62.10% | 62.07% | 62.13% | 62.09% | 61.87% | 62.36% | 62.53% | 62.46% | 63.96% | 63.95% | 63.93% | 59.02% | 59.01% |
| Public. Every shareholder outside the promoter group, the employee trusts and the shares held against depositary receipts, as the filing totals them. | 73.02% | 72.25% | 72.25% | 72.25% | 72.25% | 72.26% | 75.58% | 75.58% | 75.58% | 75.59% | 75.59% | 75.59% | 75.60% | 75.60% | 75.60% | 75.60% | 75.61% | 75.61% | 26.80% | 27.47% | 31.75% | 38.50% | 38.51% | 38.52% | 37.95% | 37.86% | 37.88% | 37.90% | 37.93% | 37.35% | 37.25% | 37.47% | 36.98% | 36.82% | 36.89% | 35.42% | 35.46% | 35.47% | 40.45% | 40.99% |
| Employee trusts | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.52% | 0.66% | 0.65% | 0.65% | 0.65% | 0.65% | 0.62% | 0.59% | 0.59% | 0.53% | – |
| Shares in issue | 23,69,33,672 | 23,69,59,672 | 23,69,73,672 | 23,69,73,672 | 23,69,73,672 | 23,70,28,672 | 26,92,86,736 | 26,92,86,736 | 26,93,01,736 | 26,93,24,236 | 26,93,42,236 | 26,93,60,236 | 26,94,32,836 | 26,95,15,312 | 26,95,20,112 | 26,95,24,912 | 26,95,91,512 | 26,96,16,712 | 76,43,40,647 | 76,45,27,424 | 76,46,31,681 | 76,49,23,539 | 76,49,63,034 | 76,51,16,587 | 76,51,18,987 | 76,79,47,592 | 76,81,38,782 | 76,84,27,892 | 76,87,40,293 | 77,45,50,662 | 77,49,94,087 | 77,77,41,340 | 77,79,91,340 | 77,80,14,400 | 77,89,19,238 | 81,24,44,718 | 81,26,29,109 | 81,28,17,658 | 88,04,98,688 | 88,06,01,654 |
| Shares locked inShares locked in. Shares the filing reports as barred from sale until a set day, such as promoters' shares after a public issue or shares allotted to an investor directly. | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | 49,37,14,286 | 49,37,14,286 | 49,37,14,286 | 49,37,14,286 | 15,26,66,200 | 15,26,66,200 | 15,26,66,200 | 15,26,66,200 | 15,26,66,200 | 15,26,66,200 | 15,26,66,200 | 15,26,66,200 | 0 | 0 | 0 | 0 | – | 51,96,44,637 | 51,96,44,637 | 3,31,48,102 | 3,31,48,102 | 3,31,48,102 |
| Promoters' shares locked in | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | 49,37,14,286 | 49,37,14,286 | 49,37,14,286 | 45,80,00,000 | 15,26,66,200 | 15,26,66,200 | 15,26,66,200 | 15,26,66,200 | 15,26,66,200 | 15,26,66,200 | 15,26,66,200 | 15,26,66,200 | 0 | 0 | 0 | 0 | – | 51,96,44,637 | 51,96,44,637 | 3,31,48,102 | 3,31,48,102 | 3,31,48,102 |
Filings before Sep 2022 are on an older form, which did not split institutions into foreign and Indian and grouped some holders differently, so those columns show only the lines both forms state alike. A dash is a line the filing did not state. “Under 0.01%” is a holding of shares too small to show at two decimals.
Poonawalla Fincorp promoters
Promoters are the founders, families and companies that control the company, as its filings name them. Every member of the promoter group holding shares in the filing for Sep 2026; the largest is Rising Sun Holdings Pvt Ltd, 59.01%. The filing names 32 more members with no shares.Promoter buying and selling
| Holder | |||
|---|---|---|---|
| Rising Sun Holdings Pvt LtdIndian companies, trusts and others | 59.01% | 51,96,44,637 | 6.38% |
No promoter shares are reported as pledged. Locked in is the share of the holder's own shares that cannot be sold yet, as after a listing or an allotment.
Largest public holders of Poonawalla Fincorp, filing by filing
Per cent, on the same shares as the split above.Mutual funds holding Poonawalla Fincorp
| Holder | Dec 2016Filed 17 Jan | Mar 2017Filed 6 Apr | Jun 2017Filed 20 Jul | Sep 2017Filed 16 Oct | Dec 2017Filed 18 Jan | Mar 2018Filed 23 Apr | Jun 2018Filed 12 Jul | Sep 2018Filed 16 Oct | Dec 2018Filed 5 Jan | Mar 2019Filed 20 Apr | Jun 2019Filed 6 Aug | Sep 2019Filed 18 Oct | Dec 2019Filed 11 Jan | Mar 2020Filed 11 Apr | Jun 2020Filed 21 Jul | Sep 2020Filed 12 Oct | Dec 2020Filed 15 Jan | Mar 2021Filed 4 May | Jun 2021Filed 13 Jul | Sep 2021Filed 20 Oct | Dec 2021Filed 12 Jan | Mar 2022Filed 20 Apr | Jun 2022Filed 11 Jul | Sep 2022Filed 19 Oct | Dec 2022Filed 17 Jan | Mar 2023Filed 11 Apr | Jun 2023Filed 12 Jul | Sep 2023Filed 10 Oct | Dec 2023Filed 9 Jan | Mar 2024Filed 12 Apr | Jun 2024Filed 11 Jul | Sep 2024Filed 9 Oct | Dec 2024Filed 7 Jan | Mar 2025Filed 8 Apr | Jun 2025Filed 21 Jul | Sep 2025Filed 15 Oct | Dec 2025Filed 13 Jan | Mar 2026Filed 9 Apr | Jun 2026Filed 10 Jul | Sep 2026Filed 8 Oct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Life Insurance Corporation of IndiaInsurance companies | – | – | – | – | – | – | – | – | – | – | 2.08% | 2.73% | 2.73% | 2.73% | 2.73% | 2.73% | 2.73% | 2.73% | – | – | – | – | – | – | – | – | – | – | – | – | 1.47% | 1.80% | 1.97% | 2.93% | 3.21% | 3.08% | 3.07% | 2.92% | 2.70% | 2.51% |
| Amansa Holdings Private LimitedForeign portfolio investors, category I | – | – | – | – | – | – | 6.01% | 7.34% | 7.40% | 7.67% | 7.67% | 7.67% | 7.67% | 7.66% | 7.66% | 7.66% | 7.66% | 7.66% | 2.70% | 3.08% | 3.08% | 3.08% | 3.06% | 3.06% | 2.77% | 2.65% | 2.47% | 2.36% | 2.22% | 2.20% | 2.05% | 2.07% | 1.95% | 1.95% | 1.92% | 1.75% | 1.51% | 1.51% | 1.29% | 1.29% |
| Franklin Templeton Investment Funds - Franklin India FundForeign portfolio investors, category I | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | 1.19% | 1.14% | 1.14% | 1.14% | – | – |
| Bank Muscat India FundForeign portfolio investors, category II | 3.70% | 3.69% | 3.69% | 3.69% | 3.69% | 3.69% | 3.25% | 3.25% | 3.25% | 3.25% | 3.25% | 3.25% | 3.25% | 3.25% | 3.25% | 3.25% | 3.25% | 3.25% | 1.15% | 1.15% | 1.14% | 1.14% | 1.14% | 1.14% | 1.14% | 1.14% | 1.14% | 1.14% | 1.14% | 1.13% | 1.13% | 1.13% | 1.13% | 1.13% | 1.12% | 1.08% | 1.08% | 1.08% | – | – |
| Sbi Life Insurance Co. LtdInsurance companies | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | 2.66% | 2.66% | 2.44% | 2.53% | 1.80% | 1.56% | – | – | – |
| Mayank PoddarResident individuals, over ₹2 lakh at face value | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | 2.33% | 2.33% | 2.33% | 2.33% | 2.14% | 2.14% | 2.14% | 2.12% | 2.12% | 2.12% | 2.12% | 2.12% | 2.12% | 1.06% | 1.06% | – | – | – |
| Magma Ventures Private LimitedCompanies | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | 1.50% | – | – | – | – | – | – | – | – | – | – | – |
| Microfirm Capital Private LimitedCompanies | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | 1.75% | 1.51% | 1.51% | – | 1.50% | 1.50% | – | – | – | – | – | – | – | – | – | – | – | – |
| Max Life Insurance Company Limited A/C - Ulif01108/02/07lifegrwsup104 - Growth Super FundInsurance companies | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | 1.30% | – | – | – | – | – | – | – | – | – | – | – | – | – |
| Sanjay ChamriaResident individuals, over ₹2 lakh at face value | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | 1.39% | 1.39% | 1.39% | 1.39% | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| Max Life Insurance Co Ltd A/C Participating FundInsurance companies | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | 1.10% | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| LEAPFROG FINANCIAL INCLUSION INDIA HOLDIOther Institutions | 7.82% | – | – | – | – | – | – | – | – | – | – | 4.91% | – | – | – | – | – | – | 1.73% | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| INTERNATIONAL FINANCE CORPORATIONOther Institutions | 9.71% | 9.71% | 9.71% | 9.71% | 9.71% | 9.70% | 8.54% | 7.34% | 7.33% | 7.33% | 5.06% | 4.77% | 4.77% | 4.77% | 4.77% | 4.77% | 4.77% | 4.77% | 1.62% | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| TRUE NORTH FUND V LLPAlternative investment funds | – | – | – | – | – | 11.92% | 10.49% | 10.49% | 10.49% | 10.49% | 10.49% | 10.49% | 10.49% | 10.48% | 10.48% | 10.48% | 10.48% | 7.49% | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| LAVENDER INVESTMENTS LIMITEDInstitutions Foreign Portfolio Investor | 7.96% | 7.96% | 7.96% | 7.96% | 7.96% | 7.95% | 7.00% | 7.00% | 7.00% | 7.00% | 7.00% | 7.00% | 7.00% | 6.99% | 6.99% | 6.99% | 6.99% | 5.60% | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| LEAPFROG FINANCIAL INCLUSION INDIA HOLDINGS LIMITEDOther Institutions | – | 7.82% | 7.81% | 5.58% | 5.58% | 5.58% | 4.91% | 4.91% | 4.91% | 4.91% | 4.91% | – | 4.91% | 4.90% | 4.90% | 4.90% | 4.90% | 4.90% | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| AMBIT CAPITALOther non-institutions | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | 1.85% | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| ICICI PRUDENTIAL LIFE INSURANCE COMPANYFinancial Institution Or Banks | – | – | – | – | – | – | 1.68% | 2.64% | 2.65% | 2.65% | 2.65% | 2.65% | 2.65% | 2.65% | 2.65% | 2.65% | 2.65% | 1.75% | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| SHUBHI CONSULTANCY SERVICES LLPOther non-institutions | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | 1.62% | 1.62% | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| RIMCO INDIA LIMITEDInstitutions Foreign Portfolio Investor | 1.27% | 1.27% | 1.27% | 1.27% | 1.27% | 1.27% | 1.11% | 1.11% | 1.11% | 1.11% | 1.11% | 1.11% | 1.11% | 1.11% | 1.11% | 1.11% | 1.11% | 1.11% | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| IVORY CONSULTANTS PRIVATE LIMITED .Other non-institutions | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | 1.07% | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| GOLDMAN SACHS INDIA LIMITEDInstitutions Foreign Portfolio Investor | – | – | – | – | – | – | 2.42% | 2.42% | 2.42% | 2.42% | 2.42% | 2.42% | 2.32% | 2.11% | 2.11% | 2.05% | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| SANATAN FINANCIAL ADVISORY SERVICES PRIVATE LIMITEDOther non-institutions | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | 1.29% | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| HDFC LIFE INSURANCE COMPANY LIMITEDFinancial Institution Or Banks | – | – | – | – | – | – | – | – | – | – | 1.86% | 1.86% | 1.87% | 1.86% | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| MOBIUS INVESTMENT TRUST PLCInstitutions Foreign Portfolio Investor | – | – | – | – | – | – | – | – | – | – | 1.13% | 1.29% | 1.31% | 1.38% | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| HSBC GLOBAL INVESTMENT FUNDS - ASIA EX JAPAN EQUITY SMALLER COMPANIESInstitutions Foreign Portfolio Investor | – | – | – | – | – | 1.50% | – | – | – | – | – | 1.24% | 1.24% | 1.17% | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| HSBC GLOBAL INVESTMENT FUNDS - ASIA EX JInstitutions Foreign Portfolio Investor | – | – | – | 1.25% | 1.50% | – | 1.85% | 1.28% | 1.38% | 1.28% | 1.64% | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| HDFC Standard Life Insurance Company LimitedOther non-institutions | – | – | – | – | – | – | 2.45% | 2.46% | 2.50% | 1.86% | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| ZEND MAURITIUS VC INVESTMENTS LTDOther Institutions | 14.47% | 14.47% | 14.46% | – | 14.46% | 14.46% | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| KKR MAURITIUS DIRECT INVESTMENTS I LTD.Institutions Foreign Portfolio Investor | 1.55% | 1.55% | 1.55% | 1.55% | 1.55% | 1.55% | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| India Value Fund V LLPOther non-institutions | – | 11.92% | 11.92% | 11.92% | 11.92% | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| ZEND MAURITIUS0 VC INVESTMENTS LTDOther Institutions | – | – | – | 14.46% | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| ASHISH DHAWANResident individuals, over ₹2 lakh at face value | – | 1.47% | 1.47% | 1.03% | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| INDIUM V (MAURITIUS) HOLDINGS LIMITEDOther Institutions | 8.59% | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
| LAURUS (MAURITIUS) LIMITEDInstitutions Foreign Portfolio Investor | 3.33% | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – |
A filing names every holder above one per cent, in the company's own words: an insurer's holding can carry one of its funds' names. Mutual funds are left out here: each fund's holding is on the Mutual funds tab, from its own portfolio. A dash is a filing that did not name the holder, which includes holding under one per cent.