Institutional Ownership


Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 215 787.43 56.03 31,757,775
Mutual Fund 207 267.72 20.82 11,504,762
Insider 17 91.69 7.04 3,991,392

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 111 60.00 4.27 2,422,849
Sellers 87 -32.10 2.35 -1,330,752
Net 27.90 1.93 1,092,097

Concentration

Value ($MM) % O/S Shares
Total Inst. 879.10 63.07 35,748,225
Top 10 Inst. 505.70 36.18 20,503,624
Top 20 Inst. 632.69 45.26 25,650,297
Top 50 Inst. 783.57 56.20 31,852,278

Style

Style Holders Value ($MM) % Inst Shares Shares
Growth 48 187.65 13.34 7,563,479
Aggressive Growth 2 13.26 0.94 534,210
Core Growth 37 137.40 9.77 5,538,844
Growth 9 36.99 2.63 1,490,425
Income 6 6.19 0.45 254,983
Income Value 2 5.96 0.43 245,538
Yield 4 0.23 0.02 9,445
Index 33 293.41 20.86 11,824,059
Other 55 79.94 5.70 3,227,659
Broker Dealer 13 16.99 1.21 684,702
GARP 18 30.43 2.17 1,232,125
Hedge Fund 22 30.43 2.16 1,226,860
Specialty 2 2.08 0.15 83,972
Value 34 193.77 13.78 7,812,789
Core Value 23 57.24 4.07 2,306,363
Deep Value 11 136.53 9.72 5,506,426

Location: Global Region

Holders % O/S Shares Share Value
North America 197 59.15 33,526,324 824,578,897
Europe 30 3.86 2,190,330 53,735,597
Asia / Pacific 5 0.06 32,513 803,842

Top Holders

Holder Shares Held % O/S Share Change Filing Date
BlackRock Institutional Trust Company, N.A. 3,943,646 6.96 335,069 12/31/23
Dimensional Fund Advisors, L.P. 3,278,444 5.78 55,224 12/31/23
The Vanguard Group, Inc. 2,924,179 5.16 56,671 12/31/23
AllianceBernstein L.P. 1,837,796 3.24 -178,808 12/31/23
Lykins (Gregory B) 1,829,014 3.23 3,126 3/20/24
Wellington Management Company, LLP 1,552,667 2.74 57,392 12/31/23
State Street Global Advisors (US) 1,381,551 2.44 12,787 12/31/23
Plancorp, LLC 1,308,725 2.31 -11,500 12/31/23
LSV Asset Management 1,286,280 2.27 -28,500 12/31/23
Geode Capital Management, L.L.C. 1,161,322 2.05 55,193 12/31/23

* Insider values reflect direct beneficial ownership.

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