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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

Zillow Group, Inc. (ZG)

NasdaqGS - NasdaqGS Real-time price. Currency in USD

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42.88

-0.30

(-0.69%)

At close: 04:00PM EDT

40.32

-2.56

(-5.97%)

After hours:

07:33PM EDT

Major holders

Currency in USD

2.80%	% of shares held by all insiders
86.91%	% of shares held by institutions
89.42%	% of float held by institutions
368	Number of institutions holding shares

Holder	Shares	Date reported	% out	Value
Caledonia (Private) Investments Pty Ltd	15,797,294	30 Dec 2023	28.62%	677,387,983
Vanguard Group Inc	8,054,673	30 Dec 2023	14.59%	345,384,386
Blackrock Inc.	2,486,198	30 Dec 2023	4.50%	106,608,172
Independent Franchise Partners, LLP	2,243,798	30 Dec 2023	4.06%	96,214,060
Norges Bank Investment Management	1,800,000	30 Dec 2023	3.26%	77,184,001
State Of Wisconsin Investment Board	1,516,487	30 Dec 2023	2.75%	65,026,964
Geode Capital Management, LLC	972,679	30 Dec 2023	1.76%	41,708,476
State Street Corporation	800,196	30 Dec 2023	1.45%	34,312,405
Bank of Montreal/Can/	638,964	30 Dec 2023	1.16%	27,398,777
Qube Research & Technologies Ltd	580,367	30 Dec 2023	1.05%	24,886,137

Holder	Shares	Date reported	% out	Value
Vanguard Specialized-Real Estate Index Fund	2,288,573	30 Jan 2024	4.15%	98,134,012
Vanguard Small-Cap Index Fund	2,187,844	30 Dec 2023	3.96%	93,814,753
Vanguard Total Stock Market Index Fund	1,163,369	30 Dec 2023	2.11%	49,885,263
Vanguard Extended Market Index Fund	526,009	30 Dec 2023	0.95%	22,555,266
Vanguard Mid-Cap Index Fund	437,609	30 Dec 2023	0.79%	18,764,674
Vanguard Specialized-Real Estate II Index Fund	359,535	30 Jan 2024	0.65%	15,416,861
Vanguard Small Cap Value Index Fund	340,470	30 Dec 2023	0.62%	14,599,353
Fidelity Extended Market Index Fund	294,655	28 Feb 2024	0.53%	12,634,806
Advisers Investment Tr-Independent Franchise Partners US Equity Fd	250,515	30 Dec 2023	0.45%	10,742,083
Fidelity Mid Cap Index Fd	165,754	28 Feb 2024	0.30%	7,107,531