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The five essential pieces of financial paperwork you must never lose

Mislaying key documents can cause real headaches, so it’s worth tracking down these most commonly-lost bits of paperwork

Deere & Company (0R2P.L)

LSE - LSE Delayed price. Currency in USD

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395.39

-3.58

(-0.90%)

At close: 07:14PM BST

Major holders

Currency in USD

0.16%	% of shares held by all insiders
77.91%	% of shares held by institutions
78.03%	% of float held by institutions
2,870	Number of institutions holding shares

Holder	Shares	Date reported	% out	Value
Vanguard Group Inc	21,724,654	31 Dec 2023	7.80%	8,589,713,252
Blackrock Inc.	17,237,160	31 Dec 2023	6.19%	6,815,402,523
JP Morgan Chase & Company	13,693,146	31 Dec 2023	4.92%	5,414,134,451
State Street Corporation	10,382,153	31 Dec 2023	3.73%	4,105,000,577
Morgan Stanley	5,149,358	31 Dec 2023	1.85%	2,036,005,206
Geode Capital Management, LLC	5,066,235	31 Dec 2023	1.82%	2,003,139,194
Wellington Management Group, LLP	4,464,353	31 Dec 2023	1.60%	1,765,161,006
Parnassus Investments, LLC	3,856,171	31 Dec 2023	1.39%	1,524,691,861
Bank of America Corporation	3,867,256	31 Dec 2023	1.39%	1,529,074,760
Janus Henderson Group PLC	3,839,821	31 Dec 2023	1.38%	1,518,227,232

Holder	Shares	Date reported	% out	Value
Vanguard Total Stock Market Index Fund	8,138,388	31 Dec 2023	2.92%	3,217,838,095
Vanguard 500 Index Fund	6,542,463	31 Dec 2023	2.35%	2,586,825,140
Fidelity 500 Index Fund	3,212,336	29 Feb 2024	1.15%	1,270,125,872
SPDR S&P 500 ETF Trust	3,141,790	29 Feb 2024	1.13%	1,242,232,681
Parnassus Core Equity Fund	2,776,596	31 Dec 2023	1.00%	1,097,838,587
iShares Core S&P 500 ETF	2,786,559	29 Feb 2024	1.00%	1,101,777,858
Vanguard Index-Value Index Fund	2,160,112	31 Dec 2023	0.78%	854,086,913
Vanguard Institutional Index Fund-Institutional Index Fund	1,773,329	31 Dec 2023	0.64%	701,156,741
JP Morgan U.S. Equity Fund	1,522,960	31 Dec 2023	0.55%	602,163,316
Capital World Growth and Income Fund	1,288,911	31 Mar 2024	0.46%	509,622,657