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Stock Information

Institutional Ownership

Shareholders
Shareholder Holders Value ($MM) % O/S Shares
Institution 738 5,817.96 97.64 134,530,706
Mutual Fund 1,137 1,950.47 28.41 39,120,051
Insider 31 199.44 2.76 3,809,615

Shareholders

Institution
Holders:
738
Value ($MM):
5,817.96
% O/S:
97.64
Shares:
134,530,706
Mutual Fund
Holders:
1,137
Value ($MM):
1,950.47
% O/S:
28.41
Shares:
39,120,051
Insider
Holders:
31
Value ($MM):
199.44
% O/S:
2.76
Shares:
3,809,615
Rotation
Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 326 572.06 9.60 13,230,997
Sellers 530 -1,051.50 17.81 -24,540,512
Net -479.44 8.21 -11,309,515

Rotation

Buyers
Holders:
326
Value ($MM):
572.06
% O/S:
9.60
Shares Change:
13,230,997
Sellers
Holders:
530
Value ($MM):
-1,051.50
% O/S:
17.81
Shares Change:
-24,540,512
Net
Holders:
Value ($MM):
-479.44
% O/S:
8.21
Shares Change:
-11,309,515
Concentration
Value ($MM) % O/S Shares
Top 10 Inst. 3,008.77 50.57 69,679,778
Top 20 Inst. 3,937.58 65.91 90,811,564
Top 50 Inst. 4,852.58 81.18 111,852,254
Total Inst. 6,017.40 100.41 138,340,321

Concentration

Top 10 Inst.:
Value ($MM):
3,008.77
% O/S:
50.57
Shares:
69,679,778
Top 20 Inst.:
Value ($MM):
3,937.58
% O/S:
65.91
Shares:
90,811,564
Top 50 Inst.:
Value ($MM):
4,852.58
% O/S:
81.18
Shares:
111,852,254
Total Inst.:
Value ($MM):
6,017.40
% O/S:
100.41
Shares:
138,340,321
Style
Style Holders Value ($MM) Inst Shares: Shares
Growth 118 496.21 8.27 11,391,327
Aggressive Growth 3 41.84 0.70 968,945
Core Growth 86 366.39 6.09 8,389,162
Growth 29 87.98 1.48 2,033,220
Income 21 44.14 0.74 1,022,326
Income Value 9 25.84 0.43 598,395
Yield 12 18.30 0.31 423,931
Index 46 1,883.92 31.67 43,631,767
Other 170 2,427.05 40.82 56,235,300
Broker Dealer 33 535.33 8.99 12,385,080
GARP 58 818.08 13.79 19,005,654
Hedge Fund 71 950.05 15.95 21,982,472
Specialty 6 25.48 0.43 590,174
VC Private Equity 2 98.10 1.65 2,271,920
Value 95 610.23 10.18 14,023,877
Core Value 78 369.17 6.19 8,529,309
Deep Value 17 241.06 3.99 5,494,568

Style

Growth
Holders:
118
Value ($MM):
496.21
Inst Shares:
8.27
Shares:
11,391,327
Aggressive Growth
Holders:
3
Value ($MM):
41.84
Inst Shares:
0.70
Shares:
968,945
Core Growth
Holders:
86
Value ($MM):
366.39
Inst Shares:
6.09
Shares:
8,389,162
Growth
Holders:
29
Value ($MM):
87.98
Inst Shares:
1.48
Shares:
2,033,220
Income
Holders:
21
Value ($MM):
44.14
Inst Shares:
0.74
Shares:
1,022,326
Income Value
Holders:
9
Value ($MM):
25.84
Inst Shares:
0.43
Shares:
598,395
Yield
Holders:
12
Value ($MM):
18.30
Inst Shares:
0.31
Shares:
423,931
Index
Holders:
46
Value ($MM):
1,883.92
Inst Shares:
31.67
Shares:
43,631,767
Other
Holders:
170
Value ($MM):
2,427.05
Inst Shares:
40.82
Shares:
56,235,300
Broker Dealer
Holders:
33
Value ($MM):
535.33
Inst Shares:
8.99
Shares:
12,385,080
GARP
Holders:
58
Value ($MM):
818.08
Inst Shares:
13.79
Shares:
19,005,654
Hedge Fund
Holders:
71
Value ($MM):
950.05
Inst Shares:
15.95
Shares:
21,982,472
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:
95
Value ($MM):
610.23
Inst Shares:
10.18
Shares:
14,023,877
Core Value
Holders:
78
Value ($MM):
369.17
Inst Shares:
6.19
Shares:
8,529,309
Deep Value
Holders:
17
Value ($MM):
241.06
Inst Shares:
3.99
Shares:
5,494,568
Location: Global Region
Holders % O/S Shares Share Value
North America 643 90.36 124,505,122 5,406,770,827
Europe 97 9.39 12,941,795 565,394,130
Asia / Pacific 28 0.65 892,162 45,185,706
Africa 1 -- 1,242 52,027

Location: Global Region

North America
Holders:
643
% O/S:
90.36
Shares:
124,505,122
Share Value:
5,406,770,827
Europe
Holders:
97
% O/S:
9.39
Shares:
12,941,795
Share Value:
565,394,130
Asia / Pacific
Holders:
28
% O/S:
0.65
Shares:
892,162
Share Value:
45,185,706
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 11.19 -184,922 6/30/26
T. Rowe Price Associates, Inc. 9,005,595 6.54 -308,326 6/30/26
Vanguard Portfolio Management, LLC 8,039,041 5.83 -132,347 6/30/26
J.P. Morgan Securities LLC 6,730,999 4.89 -258,089 6/30/26
Vanguard Capital Management, LLC 5,995,487 4.35 -244,371 6/30/26
Starboard Value LP 5,733,982 4.16 -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 3.53 294,120 6/30/26
Continental Grain Company 3,569,080 2.59 935,000 6/30/26

Top Holders

BlackRock Institutional Trust Company, N.A.
Shares Held:
15,414,209
% O/S:
11.19
Share Change:
-184,922
Filing Date:
6/30/26
T. Rowe Price Associates, Inc.
Shares Held:
9,005,595
% O/S:
6.54
Share Change:
-308,326
Filing Date:
6/30/26
Vanguard Portfolio Management, LLC
Shares Held:
8,039,041
% O/S:
5.83
Share Change:
-132,347
Filing Date:
6/30/26
J.P. Morgan Securities LLC
Shares Held:
6,730,999
% O/S:
4.89
Share Change:
-258,089
Filing Date:
6/30/26
Vanguard Capital Management, LLC
Shares Held:
5,995,487
% O/S:
4.35
Share Change:
-244,371
Filing Date:
6/30/26
Starboard Value LP
Shares Held:
5,733,982
% O/S:
4.16
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:
3.53
Share Change:
294,120
Filing Date:
6/30/26
Continental Grain Company
Shares Held:
3,569,080
% O/S:
2.59
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 8,187,461 5.94 -226,328 9/30/26
T. Rowe Price Mid-Cap Value Fund 4,602,298 3.34 -82,744 6/30/26
Vanguard Total Stock Market Index Fund 4,174,292 3.03 -5,146 8/31/26
Vanguard Small-Cap Index Fund 3,018,947 2.19 3,369 8/31/26
Statens Pensjonsfond Utland 2,523,580 1.83 -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 1.16 13,602 8/31/26
BlackRock Systematic Multi-Strategy Fund 1,443,652 1.05 -113,181 4/30/26
State Street SPDR Portfolio S&P 600 Small Cap ETF 1,251,336 0.91 -47,387 9/30/26
iShares S&P Small-Cap 600 Value ETF 1,162,504 0.84 -69,958 9/30/26

Top Holders: Mutual Funds

iShares Core S&P Small-Cap ETF
Shares Held:
8,187,461
% O/S:
5.94
Share Change:
-226,328
Filing Date:
9/30/26
T. Rowe Price Mid-Cap Value Fund
Shares Held:
4,602,298
% O/S:
3.34
Share Change:
-82,744
Filing Date:
6/30/26
Vanguard Total Stock Market Index Fund
Shares Held:
4,174,292
% O/S:
3.03
Share Change:
-5,146
Filing Date:
8/31/26
Vanguard Small-Cap Index Fund
Shares Held:
3,018,947
% O/S:
2.19
Share Change:
3,369
Filing Date:
8/31/26
Statens Pensjonsfond Utland
Shares Held:
2,523,580
% O/S:
1.83
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:
1.16
Share Change:
13,602
Filing Date:
8/31/26
BlackRock Systematic Multi-Strategy Fund
Shares Held:
1,443,652
% O/S:
1.05
Share Change:
-113,181
Filing Date:
4/30/26
State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares Held:
1,251,336
% O/S:
0.91
Share Change:
-47,387
Filing Date:
9/30/26
iShares S&P Small-Cap 600 Value ETF
Shares Held:
1,162,504
% O/S:
0.84
Share Change:
-69,958
Filing Date:
9/30/26

* Insider values reflect direct beneficial ownership.

Source: LSEG