| | | Assets Managed at Quarter Ended ($Millions) |
| ↓Bottom |
|---|
| # | Reporting Manager (Investment Discretion is Shared...) |
3/31/20 | Δ% | 12/31/19 | Δ% | 9/30/19 | Δ% | |
|
|---|
|  |
|
| 32 | | Alliancebernstein L.P. (with 2 Others) | NA | | 175,918 | +10 | 160,363 | -0 |
| 46 | | American Century Companies Inc (with 5 Others) | NA | | 105,057 | +5 | 99,645 | -1 |
| 26 | | Ameriprise Financial Inc (with 18 Others) | NA | | 240,565 | +8 | 223,143 | -0 |
| 47 | | Baillie Gifford & Co (with 3 Others) | NA | | 103,732 | +18 | 88,177 | -7 |
| 6 | | Bank of America Corp/DE (with 9 Others) | NA | | 649,592 | +4 | 624,756 | +1 |
| 41 | | Bank of Montreal/CAN (with 12 Others) | NA | | 126,792 | +14 | 111,064 | +1 |
| 13 | | Bank of New York Mellon Corp (with 31 Others) | NA | | 398,357 | +6 | 374,054 | -2 |
| 49 | | Barclays PLC (with 8 Others) | NA | | 100,065 | +16 | 86,198 | -10 |
| 25 | | Berkshire Hathaway Inc (with 15 Others) | NA | | 247,637 | +13 | 219,582 | +3 |
| 2 | | BlackRock Inc. (with 32 Others) | NA | | 2,594,129 | +9 | 2,372,289 | +2 |
| 44 | | California Public Employees Retirement System | NA | | 110,371 | +10 | 100,583 | +19 |
| 19 | | Capital International Investors (with 2 Others) | NA | | 294,417 | +12 | 261,940 | +5 |
| 17 | | Capital Research Global Investors (with 2 Others) | NA | | 333,481 | +9 | 304,851 | -3 |
| 11 | | Capital World Investors (with 2 Others) | NA | | 447,392 | +8 | 415,213 | -3 |
| 30 | | Charles Schwab Investment Management Inc (with 6 Others) | NA | | 186,008 | +10 | 169,424 | +3 |
| 42 | | Clearbridge Investments, LLC (with 1 Other) | NA | | 120,728 | +5 | 114,568 | -1 |
| 45 | | Credit Suisse AG (with 12 Others) | NA | | 107,519 | +21 | 88,765 | +6 |
| 35 | | Deutsche Bank AG (with 18 Others) | NA | | 150,830 | +5 | 143,998 | -15 |
| 20 | | Dimensional Fund Advisors LP (with 3 Others) | NA | | 274,392 | +7 | 257,343 | -0 |
| 38 | | Dodge & Cox | NA | | 130,665 | +8 | 121,545 | -2 |
| 31 | | Equitable Holdings, Inc. (with 2 Others) | NA | | 179,248 | +11 | 161,997 | -0 |
| 4 | | FMR LLC (with 12 Others) | NA | | 906,400 | +9 | 833,649 | -3 |
| 29 | | Franklin Resources Inc (with 17 Others) | NA | | 190,022 | +4 | 183,568 | -2 |
| 8 | | Geode Capital Management, LLC (with 1 Other) | NA | | 478,468 | +12 | 428,497 | +4 |
| 15 | | Goldman Sachs Group Inc (with 8 Others) | NA | | 369,140 | +12 | 328,612 | +0 |
| 18 | | Invesco Ltd. (with 11 Others) | NA | | 322,001 | -16 | 382,293 | -2 |
| 28 | | Janus Henderson Group PLC (with 7 Others) | NA | | 195,316 | +6 | 184,609 | +0 |
| 50 | | Jennison Associates LLC (with 2 Others) | NA | | 99,095 | +5 | 94,652 | -6 |
| 7 | | JPMorgan Chase & Co (with 19 Others) | NA | | 493,514 | +5 | 469,773 | -1 |
| 27 | | Legal & General Group Plc (with 4 Others) | NA | | 209,901 | +11 | 189,667 | +2 |
| 21 | | Massachusetts Financial Services Co/MA (with 11 Others) | NA | | 265,902 | +7 | 248,991 | -0 |
| 12 | | Morgan Stanley (with 14 Others) | NA | | 430,004 | +14 | 377,757 | +1 |
| 16 | | Norges Bank | NA | | 358,378 | +++ | – | – |
| 10 | | Northern Trust Corp (with 6 Others) | NA | | 451,126 | +7 | 421,819 | -1 |
| 22 | | Nuveen Asset Management, LLC (with 7 Others) | NA | | 264,153 | +7 | 247,619 | -3 |
| 37 | | Parametric Portfolio Associates LLC | NA | | 137,393 | +11 | 124,276 | +2 |
| 48 | | PNC Financial Services Group, Inc. (with 5 Others) | NA | | 101,577 | +1 | 100,244 | -2 |
| 5 | | Price T Rowe Associates Inc/MD | NA | | 771,556 | +9 | 706,386 | -1 |
| 36 | | Primecap Management Co/CA | NA | | 137,882 | +10 | 125,035 | -8 |
| 43 | | Principal Financial Group Inc (with 8 Others) | NA | | 120,015 | +6 | 113,412 | +2 |
| 33 | | Prudential Financial Inc (with 8 Others) | NA | | 164,584 | +6 | 155,811 | -4 |
| 39 | | Renaissance Technologies LLC | NA | | 130,131 | +10 | 118,145 | +4 |
| 23 | | Royal Bank of Canada (with 26 Others) | NA | | 250,397 | +10 | 228,496 | +1 |
| 3 | | State Street Corp (with 11 Others) | NA | | 1,460,053 | +9 | 1,341,719 | +0 |
| 40 | | Sumitomo Mitsui Trust Holdings, Inc. (with 4 Others) | NA | | 127,217 | +11 | 115,114 | +3 |
| 34 | | UBS Asset Management Americas Inc (with 37 Others) | NA | | 163,386 | +10 | 148,498 | +6 |
| 24 | | UBS Group AG (with 5 Others) | NA | | 249,292 | +8 | 230,903 | -3 |
| 1 | | Vanguard Group Inc (with 3 Others) | NA | | 2,932,328 | +9 | 2,696,491 | +1 |
| 9 | | Wellington Management Group LLP (with 9 Others) | NA | | 477,309 | +8 | 443,735 | -4 |
| 14 | | Wells Fargo & Company/MN (with 12 Others) | NA | | 371,241 | +5 | 352,883 | +1 |
| | — 43 Reporting Managers (with Others) — 7 Sole Managers — |
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