Shareholders
| Shareholder | Holders | Value ($MM) | % O/S | Shares |
|---|---|---|---|---|
| Institution | 352 | 1,423.77 | 66.47 | 56,222,346 |
| Mutual Fund | 260 | 436.74 | 18.75 | 15,929,991 |
| Insider | 26 | 147.86 | 6.62 | 5,601,881 |
Rotation
| Shareholder | Holders | Value Chg ($MM) | % O/S | Share Change |
|---|---|---|---|---|
| Buyers | 185 | 190.57 | 8.88 | 7,509,387 |
| Sellers | 124 | -292.87 | 13.98 | -11,820,529 |
| Net | -102.30 | 5.10 | -4,311,142 |
Concentration
| Concentration | Value ($MM) | % O/S | Shares |
|---|---|---|---|
| Total Inst. | 1,571.66 | 73.10 | 61,824,202 |
| Top 10 Inst. | 826.12 | 38.74 | 32,762,951 |
| Top 20 Inst. | 1,033.36 | 48.43 | 40,964,098 |
| Top 50 Inst. | 1,300.11 | 60.66 | 51,303,125 |
Style
| Style | Holders | Value ($MM) | % Inst Shares | Shares |
|---|---|---|---|---|
| Growth | 61 | 117.69 | 5.52 | 4,669,988 |
| Aggressive Growth | 3 | 20.57 | 0.97 | 816,395 |
| Core Growth | 45 | 92.57 | 4.34 | 3,673,512 |
| Growth | 13 | 4.56 | 0.21 | 180,081 |
| Income | 9 | 14.07 | 0.65 | 546,510 |
| Income Value | 4 | 7.73 | 0.35 | 297,539 |
| Yield | 5 | 6.33 | 0.29 | 248,971 |
| Index | 39 | 501.68 | 23.43 | 19,816,180 |
| Other | 94 | 290.61 | 13.58 | 11,482,102 |
| Broker Dealer | 21 | 55.14 | 2.58 | 2,182,027 |
| GARP | 31 | 88.08 | 4.10 | 3,467,911 |
| Hedge Fund | 38 | 142.00 | 6.64 | 5,619,557 |
| Specialty | 3 | 3.93 | 0.18 | 155,017 |
| VC Private Equity | 1 | 1.46 | 0.07 | 57,590 |
| Value | 41 | 401.64 | 18.78 | 15,886,873 |
| Core Value | 28 | 211.23 | 9.87 | 8,346,334 |
| Deep Value | 13 | 190.41 | 8.92 | 7,540,539 |
Location: Global Region
| Location | Holders | % O/S | Shares | Share Value |
|---|---|---|---|---|
| North America | 315 | 68.74 | 58,139,719 | 1,477,179,089 |
| Europe | 50 | 4.26 | 3,603,468 | 92,295,359 |
| Asia / Pacific | 13 | 0.09 | 79,599 | 2,177,631 |
Top Holders
| Holder | Shares Held | % O/S | Share Change | Filing Date |
|---|---|---|---|---|
| Wellington Management Company, LLP | 6,979,005 | 8.25 | -767,991 | 3/31/26 |
| BlackRock Institutional Trust Company, N.A. | 5,838,384 | 6.90 | -111,586 | 3/31/26 |
| Dimensional Fund Advisors, L.P. | 5,067,210 | 5.99 | 194,343 | 3/31/26 |
| Vanguard Capital Management, LLC | 3,625,316 | 4.29 | -63,965 | 3/31/26 |
| State Street Investment Management (US) | 3,089,405 | 3.65 | 166,649 | 3/31/26 |
| Geode Capital Management, L.L.C. | 2,314,372 | 2.74 | 167,099 | 3/31/26 |
| Lykins (Gregory B) | 1,820,057 | 2.15 | -9,836 | 1/31/25 |
| LSV Asset Management | 1,388,361 | 1.64 | 3,700 | 3/31/26 |
| American Century Investment Management, Inc. | 1,346,463 | 1.59 | 120,116 | 3/31/26 |
| Savvy Advisors, Inc. | 1,294,378 | 1.53 | 1,172,277 | 3/31/26 |
* Insider values reflect direct beneficial ownership.
Source: LSEG