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Stock Information

Institutional Ownership

Shareholders
Shareholder Holders Value ($MM) % O/S Shares
Institution 745 5,822.83 97.88 134,567,059
Mutual Fund 1,234 2,020.93 29.88 41,093,590
Insider 33 212.61 2.91 4,002,421

Shareholders

Institution
Holders:
745
Value ($MM):
5,822.83
% O/S:
97.88
Shares:
134,567,059
Mutual Fund
Holders:
1,234
Value ($MM):
2,020.93
% O/S:
29.88
Shares:
41,093,590
Insider
Holders:
33
Value ($MM):
212.61
% O/S:
2.91
Shares:
4,002,421
Rotation
Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 327 589.05 9.90 13,617,568
Sellers 531 -1,047.63 17.78 -24,451,354
Net -458.58 7.88 -10,833,786

Rotation

Buyers
Holders:
327
Value ($MM):
589.05
% O/S:
9.90
Shares Change:
13,617,568
Sellers
Holders:
531
Value ($MM):
-1,047.63
% O/S:
17.78
Shares Change:
-24,451,354
Net
Holders:
Value ($MM):
-458.58
% O/S:
7.88
Shares Change:
-10,833,786
Concentration
Value ($MM) % O/S Shares
Top 10 Inst. 3,008.77 50.68 69,679,778
Top 20 Inst. 3,937.62 66.04 90,795,502
Top 50 Inst. 4,852.61 81.35 111,836,192
Total Inst. 6,035.44 100.79 138,569,480

Concentration

Top 10 Inst.:
Value ($MM):
3,008.77
% O/S:
50.68
Shares:
69,679,778
Top 20 Inst.:
Value ($MM):
3,937.62
% O/S:
66.04
Shares:
90,795,502
Top 50 Inst.:
Value ($MM):
4,852.61
% O/S:
81.35
Shares:
111,836,192
Total Inst.:
Value ($MM):
6,035.44
% O/S:
100.79
Shares:
138,569,480
Style
Style Holders Value ($MM) Inst Shares: Shares
Growth 122 497.74 8.29 11,401,655
Aggressive Growth 3 41.84 0.70 968,945
Core Growth 88 367.45 6.10 8,391,911
Growth 31 88.45 1.48 2,040,799
Income 21 44.18 0.74 1,022,326
Income Value 9 25.84 0.44 598,395
Yield 12 18.34 0.31 423,931
Index 46 1,885.00 31.74 43,630,523
Other 171 2,427.51 40.90 56,225,799
Broker Dealer 33 535.33 9.01 12,385,080
GARP 59 815.65 13.73 18,882,994
Hedge Fund 71 952.94 16.07 22,095,631
Specialty 6 25.48 0.43 590,174
VC Private Equity 2 98.10 1.65 2,271,920
Value 94 611.23 10.23 14,058,331
Core Value 77 370.77 6.23 8,563,763
Deep Value 17 240.45 4.00 5,494,568

Style

Growth
Holders:
122
Value ($MM):
497.74
Inst Shares:
8.29
Shares:
11,401,655
Aggressive Growth
Holders:
3
Value ($MM):
41.84
Inst Shares:
0.70
Shares:
968,945
Core Growth
Holders:
88
Value ($MM):
367.45
Inst Shares:
6.10
Shares:
8,391,911
Growth
Holders:
31
Value ($MM):
88.45
Inst Shares:
1.48
Shares:
2,040,799
Income
Holders:
21
Value ($MM):
44.18
Inst Shares:
0.74
Shares:
1,022,326
Income Value
Holders:
9
Value ($MM):
25.84
Inst Shares:
0.44
Shares:
598,395
Yield
Holders:
12
Value ($MM):
18.34
Inst Shares:
0.31
Shares:
423,931
Index
Holders:
46
Value ($MM):
1,885.00
Inst Shares:
31.74
Shares:
43,630,523
Other
Holders:
171
Value ($MM):
2,427.51
Inst Shares:
40.90
Shares:
56,225,799
Broker Dealer
Holders:
33
Value ($MM):
535.33
Inst Shares:
9.01
Shares:
12,385,080
GARP
Holders:
59
Value ($MM):
815.65
Inst Shares:
13.73
Shares:
18,882,994
Hedge Fund
Holders:
71
Value ($MM):
952.94
Inst Shares:
16.07
Shares:
22,095,631
Specialty
Holders:
6
Value ($MM):
25.48
Inst Shares:
0.43
Shares:
590,174
VC Private Equity
Holders:
2
Value ($MM):
98.10
Inst Shares:
1.65
Shares:
2,271,920
Value
Holders:
94
Value ($MM):
611.23
Inst Shares:
10.23
Shares:
14,058,331
Core Value
Holders:
77
Value ($MM):
370.77
Inst Shares:
6.23
Shares:
8,563,763
Deep Value
Holders:
17
Value ($MM):
240.45
Inst Shares:
4.00
Shares:
5,494,568
Location: Global Region
Holders % O/S Shares Share Value
North America 647 90.67 124,661,849 5,420,579,711
Europe 99 9.46 13,012,631 569,839,990
Asia / Pacific 31 0.65 893,758 45,125,040
Africa 1 -- 1,242 52,027

Location: Global Region

North America
Holders:
647
% O/S:
90.67
Shares:
124,661,849
Share Value:
5,420,579,711
Europe
Holders:
99
% O/S:
9.46
Shares:
13,012,631
Share Value:
569,839,990
Asia / Pacific
Holders:
31
% O/S:
0.65
Shares:
893,758
Share Value:
45,125,040
Africa
Holders:
1
% O/S:
--
Shares:
1,242
Share Value:
52,027
Top Holders
Holder Shares Held % O/S Share Change Filing Date
BlackRock Institutional Trust Company, N.A. 15,414,209 11.21 -184,922 6/30/26
T. Rowe Price Associates, Inc. 9,005,595 6.55 -308,326 6/30/26
Vanguard Portfolio Management, LLC 8,039,041 5.85 -132,347 6/30/26
J.P. Morgan Securities LLC 6,730,999 4.90 -258,089 6/30/26
Vanguard Capital Management, LLC 5,995,487 4.36 -244,371 6/30/26
Starboard Value LP 5,733,982 4.17 -381,000 6/30/26
JANA Partners LLC 5,394,635 3.92 -- 6/30/26
AQR Capital Management, LLC 4,927,106 3.58 2,830,882 6/30/26
State Street Investment Management (US) 4,869,644 3.54 294,120 6/30/26
Continental Grain Company 3,569,080 2.60 935,000 6/30/26

Top Holders

BlackRock Institutional Trust Company, N.A.
Shares Held:
15,414,209
% O/S:
11.21
Share Change:
-184,922
Filing Date:
6/30/26
T. Rowe Price Associates, Inc.
Shares Held:
9,005,595
% O/S:
6.55
Share Change:
-308,326
Filing Date:
6/30/26
Vanguard Portfolio Management, LLC
Shares Held:
8,039,041
% O/S:
5.85
Share Change:
-132,347
Filing Date:
6/30/26
J.P. Morgan Securities LLC
Shares Held:
6,730,999
% O/S:
4.90
Share Change:
-258,089
Filing Date:
6/30/26
Vanguard Capital Management, LLC
Shares Held:
5,995,487
% O/S:
4.36
Share Change:
-244,371
Filing Date:
6/30/26
Starboard Value LP
Shares Held:
5,733,982
% O/S:
4.17
Share Change:
-381,000
Filing Date:
6/30/26
JANA Partners LLC
Shares Held:
5,394,635
% O/S:
3.92
Share Change:
--
Filing Date:
6/30/26
AQR Capital Management, LLC
Shares Held:
4,927,106
% O/S:
3.58
Share Change:
2,830,882
Filing Date:
6/30/26
State Street Investment Management (US)
Shares Held:
4,869,644
% O/S:
3.54
Share Change:
294,120
Filing Date:
6/30/26
Continental Grain Company
Shares Held:
3,569,080
% O/S:
2.60
Share Change:
935,000
Filing Date:
6/30/26
Top Holders: Mutual Funds
Fund Shares Held % O/S Share Change Filing Date
iShares Core S&P Small-Cap ETF 8,413,789 6.12 4,033 8/31/26
T. Rowe Price Mid-Cap Value Fund 4,602,298 3.35 -82,744 6/30/26
Vanguard Total Stock Market Index Fund 4,174,292 3.04 -5,146 8/31/26
Vanguard Small-Cap Index Fund 3,018,947 2.20 3,369 8/31/26
Statens Pensjonsfond Utland 2,523,580 1.84 -491,065 6/30/26
Vanguard Small-Cap Value Index Fund 1,916,675 1.39 1,506 8/31/26
Vanguard Extended Market Index Fund 1,604,208 1.17 13,602 8/31/26
BlackRock Systematic Multi-Strategy Fund 1,556,833 1.13 242,274 3/31/26
State Street SPDR Portfolio S&P 600 Small Cap ETF 1,298,723 0.94 -9,289 8/31/26
iShares S&P Small-Cap 600 Value ETF 1,232,462 0.90 6,470 8/31/26

Top Holders: Mutual Funds

iShares Core S&P Small-Cap ETF
Shares Held:
8,413,789
% O/S:
6.12
Share Change:
4,033
Filing Date:
8/31/26
T. Rowe Price Mid-Cap Value Fund
Shares Held:
4,602,298
% O/S:
3.35
Share Change:
-82,744
Filing Date:
6/30/26
Vanguard Total Stock Market Index Fund
Shares Held:
4,174,292
% O/S:
3.04
Share Change:
-5,146
Filing Date:
8/31/26
Vanguard Small-Cap Index Fund
Shares Held:
3,018,947
% O/S:
2.20
Share Change:
3,369
Filing Date:
8/31/26
Statens Pensjonsfond Utland
Shares Held:
2,523,580
% O/S:
1.84
Share Change:
-491,065
Filing Date:
6/30/26
Vanguard Small-Cap Value Index Fund
Shares Held:
1,916,675
% O/S:
1.39
Share Change:
1,506
Filing Date:
8/31/26
Vanguard Extended Market Index Fund
Shares Held:
1,604,208
% O/S:
1.17
Share Change:
13,602
Filing Date:
8/31/26
BlackRock Systematic Multi-Strategy Fund
Shares Held:
1,556,833
% O/S:
1.13
Share Change:
242,274
Filing Date:
3/31/26
State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares Held:
1,298,723
% O/S:
0.94
Share Change:
-9,289
Filing Date:
8/31/26
iShares S&P Small-Cap 600 Value ETF
Shares Held:
1,232,462
% O/S:
0.90
Share Change:
6,470
Filing Date:
8/31/26

* Insider values reflect direct beneficial ownership.

Source: LSEG