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Stock Information

Institutional Ownership

Shareholders
Shareholder Holders Value ($MM) % O/S Shares
Institution 778 5,780.51 98.53 135,467,944
Mutual Fund 1,230 1,841.70 30.50 42,011,673
Insider 32 211.60 2.88 3,964,002

Shareholders

Institution
Holders:
778
Value ($MM):
5,780.51
% O/S:
98.53
Shares:
135,467,944
Mutual Fund
Holders:
1,230
Value ($MM):
1,841.70
% O/S:
30.50
Shares:
42,011,673
Insider
Holders:
32
Value ($MM):
211.60
% O/S:
2.88
Shares:
3,964,002
Rotation
Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 348 1,452.94 24.94 34,286,987
Sellers 491 -1,937.01 32.24 -44,322,961
Net -484.07 7.30 -10,035,974

Rotation

Buyers
Holders:
348
Value ($MM):
1,452.94
% O/S:
24.94
Shares Change:
34,286,987
Sellers
Holders:
491
Value ($MM):
-1,937.01
% O/S:
32.24
Shares Change:
-44,322,961
Net
Holders:
Value ($MM):
-484.07
% O/S:
7.30
Shares Change:
-10,035,974
Concentration
Value ($MM) % O/S Shares
Top 10 Inst. 2,908.74 49.64 68,249,751
Top 20 Inst. 3,777.12 64.21 88,277,337
Top 50 Inst. 4,745.15 80.51 110,691,415
Total Inst. 5,992.11 101.42 139,431,946

Concentration

Top 10 Inst.:
Value ($MM):
2,908.74
% O/S:
49.64
Shares:
68,249,751
Top 20 Inst.:
Value ($MM):
3,777.12
% O/S:
64.21
Shares:
88,277,337
Top 50 Inst.:
Value ($MM):
4,745.15
% O/S:
80.51
Shares:
110,691,415
Total Inst.:
Value ($MM):
5,992.11
% O/S:
101.42
Shares:
139,431,946
Style
Style Holders Value ($MM) Inst Shares: Shares
Growth 122 520.04 8.77 12,053,357
Aggressive Growth 3 45.23 0.78 1,070,372
Core Growth 87 393.07 6.59 9,059,398
Growth 32 81.74 1.40 1,923,587
Income 21 44.77 0.76 1,048,012
Income Value 9 25.98 0.44 604,636
Yield 12 18.79 0.32 443,376
Index 50 1,870.22 31.83 43,755,708
Other 179 2,345.91 40.04 55,049,963
Broker Dealer 33 557.88 9.59 13,180,252
GARP 61 774.93 13.28 18,257,440
Hedge Fund 78 879.19 14.87 20,445,125
Specialty 5 39.32 0.68 928,989
VC Private Equity 2 94.58 1.63 2,238,157
Value 92 656.10 11.28 15,503,047
Core Value 76 451.51 7.77 10,689,060
Deep Value 16 204.59 3.50 4,813,987

Style

Growth
Holders:
122
Value ($MM):
520.04
Inst Shares:
8.77
Shares:
12,053,357
Aggressive Growth
Holders:
3
Value ($MM):
45.23
Inst Shares:
0.78
Shares:
1,070,372
Core Growth
Holders:
87
Value ($MM):
393.07
Inst Shares:
6.59
Shares:
9,059,398
Growth
Holders:
32
Value ($MM):
81.74
Inst Shares:
1.40
Shares:
1,923,587
Income
Holders:
21
Value ($MM):
44.77
Inst Shares:
0.76
Shares:
1,048,012
Income Value
Holders:
9
Value ($MM):
25.98
Inst Shares:
0.44
Shares:
604,636
Yield
Holders:
12
Value ($MM):
18.79
Inst Shares:
0.32
Shares:
443,376
Index
Holders:
50
Value ($MM):
1,870.22
Inst Shares:
31.83
Shares:
43,755,708
Other
Holders:
179
Value ($MM):
2,345.91
Inst Shares:
40.04
Shares:
55,049,963
Broker Dealer
Holders:
33
Value ($MM):
557.88
Inst Shares:
9.59
Shares:
13,180,252
GARP
Holders:
61
Value ($MM):
774.93
Inst Shares:
13.28
Shares:
18,257,440
Hedge Fund
Holders:
78
Value ($MM):
879.19
Inst Shares:
14.87
Shares:
20,445,125
Specialty
Holders:
5
Value ($MM):
39.32
Inst Shares:
0.68
Shares:
928,989
VC Private Equity
Holders:
2
Value ($MM):
94.58
Inst Shares:
1.63
Shares:
2,238,157
Value
Holders:
92
Value ($MM):
656.10
Inst Shares:
11.28
Shares:
15,503,047
Core Value
Holders:
76
Value ($MM):
451.51
Inst Shares:
7.77
Shares:
10,689,060
Deep Value
Holders:
16
Value ($MM):
204.59
Inst Shares:
3.50
Shares:
4,813,987
Location: Global Region
Holders % O/S Shares Share Value
North America 673 90.68 124,675,155 5,353,843,096
Europe 100 10.10 13,890,249 593,403,904
Asia / Pacific 36 0.63 865,300 44,811,904
Africa 1 -- 1,242 52,027

Location: Global Region

North America
Holders:
673
% O/S:
90.68
Shares:
124,675,155
Share Value:
5,353,843,096
Europe
Holders:
100
% O/S:
10.10
Shares:
13,890,249
Share Value:
593,403,904
Asia / Pacific
Holders:
36
% O/S:
0.63
Shares:
865,300
Share Value:
44,811,904
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. 9,313,921 6.77 -297,945 3/31/26
Vanguard Portfolio Management, LLC 8,171,388 5.94 8,171,388 3/31/26
J.P. Morgan Securities LLC 6,989,088 5.08 104,273 3/31/26
Vanguard Capital Management, LLC 6,239,858 4.54 -2,761,503 3/31/26
Starboard Value LP 6,114,982 4.45 6,114,982 3/31/26
JANA Partners LLC 5,394,635 3.92 386,000 4/15/26
State Street Investment Management (US) 4,869,644 3.54 294,120 6/30/26
Norges Bank Investment Management (NBIM) 2,999,818 2.18 696,774 12/31/25
Dimensional Fund Advisors, L.P. 2,742,208 1.99 601,171 3/31/26

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:
9,313,921
% O/S:
6.77
Share Change:
-297,945
Filing Date:
3/31/26
Vanguard Portfolio Management, LLC
Shares Held:
8,171,388
% O/S:
5.94
Share Change:
8,171,388
Filing Date:
3/31/26
J.P. Morgan Securities LLC
Shares Held:
6,989,088
% O/S:
5.08
Share Change:
104,273
Filing Date:
3/31/26
Vanguard Capital Management, LLC
Shares Held:
6,239,858
% O/S:
4.54
Share Change:
-2,761,503
Filing Date:
3/31/26
Starboard Value LP
Shares Held:
6,114,982
% O/S:
4.45
Share Change:
6,114,982
Filing Date:
3/31/26
JANA Partners LLC
Shares Held:
5,394,635
% O/S:
3.92
Share Change:
386,000
Filing Date:
4/15/26
State Street Investment Management (US)
Shares Held:
4,869,644
% O/S:
3.54
Share Change:
294,120
Filing Date:
6/30/26
Norges Bank Investment Management (NBIM)
Shares Held:
2,999,818
% O/S:
2.18
Share Change:
696,774
Filing Date:
12/31/25
Dimensional Fund Advisors, L.P.
Shares Held:
2,742,208
% O/S:
1.99
Share Change:
601,171
Filing Date:
3/31/26
Top Holders: Mutual Funds
Fund Shares Held % O/S Share Change Filing Date
iShares Core S&P Small-Cap ETF 8,409,756 6.12 91,647 7/31/26
T. Rowe Price Mid-Cap Value Fund 4,602,298 3.35 -82,744 6/30/26
Vanguard Total Stock Market Index Fund 4,165,689 3.03 -268,100 6/30/26
Statens Pensjonsfond Utland 3,014,645 2.19 -401,060 12/31/25
Vanguard Small-Cap Index Fund 3,003,768 2.18 -193,866 6/30/26
Vanguard Small-Cap Value Index Fund 1,905,934 1.39 -152,926 6/30/26
Vanguard Extended Market Index Fund 1,583,284 1.15 12,601 6/30/26
BlackRock Systematic Multi-Strategy Fund 1,314,559 0.96 -118,948 2/28/26
State Street SPDR Portfolio S&P 600 Small Cap ETF 1,308,012 0.95 41,744 7/31/26
iShares S&P Small-Cap 600 Value ETF 1,225,992 0.89 37,371 7/31/26

Top Holders: Mutual Funds

iShares Core S&P Small-Cap ETF
Shares Held:
8,409,756
% O/S:
6.12
Share Change:
91,647
Filing Date:
7/31/26
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:
4,165,689
% O/S:
3.03
Share Change:
-268,100
Filing Date:
6/30/26
Statens Pensjonsfond Utland
Shares Held:
3,014,645
% O/S:
2.19
Share Change:
-401,060
Filing Date:
12/31/25
Vanguard Small-Cap Index Fund
Shares Held:
3,003,768
% O/S:
2.18
Share Change:
-193,866
Filing Date:
6/30/26
Vanguard Small-Cap Value Index Fund
Shares Held:
1,905,934
% O/S:
1.39
Share Change:
-152,926
Filing Date:
6/30/26
Vanguard Extended Market Index Fund
Shares Held:
1,583,284
% O/S:
1.15
Share Change:
12,601
Filing Date:
6/30/26
BlackRock Systematic Multi-Strategy Fund
Shares Held:
1,314,559
% O/S:
0.96
Share Change:
-118,948
Filing Date:
2/28/26
State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares Held:
1,308,012
% O/S:
0.95
Share Change:
41,744
Filing Date:
7/31/26
iShares S&P Small-Cap 600 Value ETF
Shares Held:
1,225,992
% O/S:
0.89
Share Change:
37,371
Filing Date:
7/31/26

* Insider values reflect direct beneficial ownership.

Source: LSEG