Shareholders
| Shareholder | Holders | Value ($MM) | % O/S | Shares |
|---|---|---|---|---|
| Institution | 372 | 1,671.45 | 69.86 | 56,782,410 |
| Mutual Fund | 246 | 436.28 | 17.91 | 14,820,361 |
| Insider | 23 | 105.25 | 4.35 | 3,532,475 |
Rotation
| Shareholder | Holders | Value Chg ($MM) | % O/S | Share Change |
|---|---|---|---|---|
| Buyers | 195 | 166.68 | 6.95 | 5,647,200 |
| Sellers | 125 | -150.98 | 6.30 | -5,123,855 |
| Net | 15.70 | 0.64 | 523,345 |
Concentration
| Concentration | Value ($MM) | % O/S | Shares |
|---|---|---|---|
| Total Inst. | 1,778.10 | 74.27 | 60,363,385 |
| Top 10 Inst. | -- | ||
| Top 20 Inst. | -- | ||
| Top 50 Inst. | -- |
Style
| Style | Holders | Value ($MM) | % Inst Shares | Shares |
|---|---|---|---|---|
| Growth | 62 | 171.48 | 7.20 | 5,855,107 |
| Aggressive Growth | 3 | 24.46 | 1.03 | 834,043 |
| Core Growth | 46 | 139.99 | 5.88 | 4,780,818 |
| Growth | 13 | 7.03 | 0.30 | 240,246 |
| Income | 9 | 15.59 | 0.65 | 526,557 |
| Income Value | 4 | 8.53 | 0.35 | 287,302 |
| Yield | 5 | 7.05 | 0.29 | 239,255 |
| Index | 39 | 608.85 | 25.40 | 20,642,766 |
| Other | 99 | 351.85 | 14.71 | 11,956,890 |
| Broker Dealer | 19 | 49.94 | 2.08 | 1,693,023 |
| GARP | 32 | 123.14 | 5.17 | 4,201,910 |
| Hedge Fund | 42 | 164.79 | 6.88 | 5,587,959 |
| Specialty | 5 | 12.21 | 0.51 | 414,273 |
| VC Private Equity | 1 | 1.76 | 0.07 | 59,725 |
| Value | 48 | 422.74 | 17.67 | 14,358,637 |
| Core Value | 35 | 186.77 | 7.79 | 6,332,795 |
| Deep Value | 13 | 235.98 | 9.87 | 8,025,842 |
Location: Global Region
| Location | Holders | % O/S | Shares | Share Value |
|---|---|---|---|---|
| North America | 335 | 72.79 | 59,161,144 | 1,733,286,841 |
| Europe | 51 | 3.93 | 3,195,652 | 92,731,793 |
| Asia / Pacific | 12 | 0.06 | 51,740 | 1,496,264 |
| 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 | 7.84 | 530,698 | 6/30/26 |
| Dimensional Fund Advisors, L.P. | 5,178,114 | 6.37 | 110,904 | 6/30/26 |
| Wellington Management Company, LLP | 4,866,039 | 5.99 | -2,112,966 | 6/30/26 |
| Vanguard Capital Management, LLC | 3,600,561 | 4.43 | -24,755 | 6/30/26 |
| State Street Investment Management (US) | 3,467,760 | 4.27 | 378,355 | 6/30/26 |
| Geode Capital Management, L.L.C. | 2,351,881 | 2.89 | 37,509 | 6/30/26 |
| American Century Investment Management, Inc. | 2,184,802 | 2.69 | 838,339 | 6/30/26 |
| LSV Asset Management | 1,693,897 | 2.08 | 305,536 | 6/30/26 |
| Savvy Advisors, Inc. | 1,286,665 | 1.58 | -7,713 | 6/30/26 |
| Charles Schwab Investment Management, Inc. | 937,150 | 1.15 | -25,990 | 6/30/26 |
* Insider values reflect direct beneficial ownership.
Source: LSEG