Shareholders
| Shareholder | Holders | Value ($MM) | % O/S | Shares |
|---|---|---|---|---|
| Institution | 381 | 1,706.00 | 72.41 | 58,115,448 |
| Mutual Fund | 247 | 440.31 | 18.17 | 15,004,445 |
| Insider | 23 | 100.20 | 4.41 | 3,538,264 |
Rotation
| Shareholder | Holders | Value Chg ($MM) | % O/S | Share Change |
|---|---|---|---|---|
| Buyers | 202 | 184.58 | 7.82 | 6,276,514 |
| Sellers | 128 | -146.91 | 6.21 | -4,986,774 |
| Net | 37.66 | 1.61 | 1,289,740 |
Concentration
| Concentration | Value ($MM) | % O/S | Shares |
|---|---|---|---|
| Total Inst. | 1,806.11 | 76.82 | 61,650,445 |
| Top 10 Inst. | 964.92 | 40.91 | 32,836,281 |
| Top 20 Inst. | 1,184.50 | 50.20 | 40,290,710 |
| Top 50 Inst. | 1,489.30 | 63.21 | 50,732,277 |
Style
| Style | Holders | Value ($MM) | % Inst Shares | Shares |
|---|---|---|---|---|
| Growth | 64 | 172.50 | 7.35 | 5,895,746 |
| Aggressive Growth | 3 | 24.46 | 1.04 | 834,043 |
| Core Growth | 47 | 140.66 | 5.99 | 4,808,325 |
| Growth | 14 | 7.38 | 0.32 | 253,378 |
| Income | 8 | 15.41 | 0.65 | 523,006 |
| Income Value | 3 | 8.35 | 0.35 | 283,503 |
| Yield | 5 | 7.06 | 0.30 | 239,503 |
| Index | 39 | 613.19 | 25.95 | 20,823,427 |
| Other | 102 | 360.54 | 15.29 | 12,267,550 |
| Broker Dealer | 19 | 51.68 | 2.19 | 1,754,733 |
| GARP | 35 | 130.09 | 5.55 | 4,451,165 |
| Hedge Fund | 42 | 164.79 | 6.96 | 5,587,654 |
| Specialty | 5 | 12.21 | 0.52 | 414,273 |
| VC Private Equity | 1 | 1.76 | 0.07 | 59,725 |
| Value | 48 | 443.33 | 18.89 | 15,158,630 |
| Core Value | 35 | 187.52 | 7.93 | 6,360,737 |
| Deep Value | 13 | 255.81 | 10.96 | 8,797,893 |
Location: Global Region
| Location | Holders | % O/S | Shares | Share Value |
|---|---|---|---|---|
| North America | 339 | 72.96 | 58,552,596 | 1,715,201,583 |
| Europe | 52 | 3.80 | 3,047,969 | 89,456,120 |
| Asia / Pacific | 12 | 0.06 | 50,309 | 1,459,899 |
| Middle East | 1 | -- | 2,838 | 83,721 |
Top Holders
| Holder | Shares Held | % O/S | Share Change | Filing Date |
|---|---|---|---|---|
| BlackRock Institutional Trust Company, N.A. | 6,369,082 | 7.94 | 530,698 | 6/30/26 |
| Dimensional Fund Advisors, L.P. | 5,221,513 | 6.51 | 43,399 | 9/30/26 |
| Wellington Management Company, LLP | 4,866,039 | 6.06 | -2,112,966 | 6/30/26 |
| Vanguard Capital Management, LLC | 3,600,561 | 4.49 | -24,755 | 6/30/26 |
| State Street Investment Management (US) | 3,467,760 | 4.32 | 378,355 | 6/30/26 |
| Geode Capital Management, L.L.C. | 2,533,187 | 3.16 | 181,306 | 9/30/26 |
| LSV Asset Management | 2,369,522 | 2.95 | 675,625 | 9/30/26 |
| American Century Investment Management, Inc. | 2,184,802 | 2.72 | 838,339 | 6/30/26 |
| Savvy Advisors, Inc. | 1,286,665 | 1.60 | -7,713 | 6/30/26 |
| Charles Schwab Investment Management, Inc. | 937,150 | 1.17 | -25,990 | 6/30/26 |
* Insider values reflect direct beneficial ownership.
Source: LSEG