Institutional Ownership


Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 226 777.99 57.04 32,359,421
Mutual Fund 208 269.78 20.83 11,583,381
Insider 17 90.79 7.13 4,045,644

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 108 38.05 2.79 1,585,004
Sellers 88 -32.56 2.39 -1,355,087
Net 5.49 0.41 229,917

Concentration

Value ($MM) % O/S Shares
Total Inst. 868.78 64.17 36,405,065
Top 10 Inst. 492.17 36.30 20,594,360
Top 20 Inst. 623.40 46.03 26,111,781
Top 50 Inst. 767.29 56.68 32,156,843

Style

Style Holders Value ($MM) % Inst Shares Shares
Growth 47 188.26 13.80 7,828,743
Aggressive Growth 2 13.15 0.96 546,967
Core Growth 35 138.87 10.18 5,775,383
Growth 10 36.23 2.66 1,506,393
Income 8 7.52 0.55 312,871
Income Value 3 5.90 0.43 245,442
Yield 5 1.62 0.12 67,429
Index 32 284.98 20.89 11,850,709
Other 61 82.13 6.03 3,422,104
Broker Dealer 17 16.71 1.23 694,942
GARP 20 30.12 2.22 1,259,139
Hedge Fund 22 32.85 2.41 1,366,243
Specialty 2 2.45 0.18 101,780
Value 36 188.31 13.80 7,830,071
Core Value 24 52.53 3.85 2,184,349
Deep Value 12 135.78 9.95 5,645,722

Location: Global Region

Holders % O/S Shares Share Value
North America 207 59.84 33,945,338 810,163,191
Europe 31 4.28 2,427,233 57,828,835
Asia / Pacific 5 0.06 32,494 787,181

Top Holders

Holder Shares Held % O/S Share Change Filing Date
BlackRock Institutional Trust Company, N.A. 3,779,807 6.66 -163,839 3/31/24
Dimensional Fund Advisors, L.P. 3,340,686 5.89 62,242 3/31/24
The Vanguard Group, Inc. 2,901,790 5.12 -22,389 3/31/24
Lykins (Gregory B) 1,829,306 3.22 163 4/26/24
AllianceBernstein L.P. 1,766,904 3.11 -70,892 3/31/24
Wellington Management Company, LLP 1,620,127 2.86 67,460 3/31/24
State Street Global Advisors (US) 1,501,367 2.65 119,816 3/31/24
LSV Asset Management 1,359,080 2.40 72,800 3/31/24
Plancorp, LLC 1,301,825 2.29 -6,900 3/31/24
Geode Capital Management, L.L.C. 1,193,468 2.10 32,146 3/31/24

* Insider values reflect direct beneficial ownership.

Copyright Refinitiv