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Stock Information

Institutional Ownership

Shareholders
Shareholder Holders Value ($MM) % O/S Shares
Institution 786 5,778.51 98.59 136,128,546
Mutual Fund 1,342 1,837.23 30.56 42,258,579
Insider 36 226.38 3.10 4,277,954

Shareholders

Institution
Holders:
786
Value ($MM):
5,778.51
% O/S:
98.59
Shares:
136,128,546
Mutual Fund
Holders:
1,342
Value ($MM):
1,837.23
% O/S:
30.56
Shares:
42,258,579
Insider
Holders:
36
Value ($MM):
226.38
% O/S:
3.10
Shares:
4,277,954
Rotation
Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 351 1,897.52 32.43 44,775,079
Sellers 535 -2,084.55 35.74 -49,351,612
Net -187.03 3.31 -4,576,533

Rotation

Buyers
Holders:
351
Value ($MM):
1,897.52
% O/S:
32.43
Shares Change:
44,775,079
Sellers
Holders:
535
Value ($MM):
-2,084.55
% O/S:
35.74
Shares Change:
-49,351,612
Net
Holders:
Value ($MM):
-187.03
% O/S:
3.31
Shares Change:
-4,576,533
Concentration
Value ($MM) % O/S Shares
Top 10 Inst. 2,885.47 49.35 68,140,553
Top 20 Inst. 3,747.62 63.79 88,070,428
Top 50 Inst. 4,702.27 80.08 110,573,565
Total Inst. 6,004.90 101.69 140,406,775

Concentration

Top 10 Inst.:
Value ($MM):
2,885.47
% O/S:
49.35
Shares:
68,140,553
Top 20 Inst.:
Value ($MM):
3,747.62
% O/S:
63.79
Shares:
88,070,428
Top 50 Inst.:
Value ($MM):
4,702.27
% O/S:
80.08
Shares:
110,573,565
Total Inst.:
Value ($MM):
6,004.90
% O/S:
101.69
Shares:
140,406,775
Style
Style Holders Value ($MM) Inst Shares: Shares
Growth 124 507.66 8.58 11,840,783
Aggressive Growth 3 45.23 0.78 1,070,372
Core Growth 87 373.83 6.30 8,704,077
Growth 34 88.60 1.50 2,066,334
Income 23 52.33 0.90 1,237,904
Income Value 10 33.58 0.58 794,554
Yield 13 18.75 0.32 443,350
Index 54 1,865.10 31.96 44,129,107
Other 184 2,352.47 40.12 55,389,342
Broker Dealer 33 578.20 9.90 13,668,750
GARP 62 752.37 12.89 17,793,546
Hedge Fund 80 874.95 14.88 20,545,952
Specialty 6 41.01 0.70 967,517
VC Private Equity 3 105.94 1.75 2,413,577
Value 96 667.63 11.38 15,712,911
Core Value 79 463.65 7.89 10,894,399
Deep Value 17 203.98 3.49 4,818,512

Style

Growth
Holders:
124
Value ($MM):
507.66
Inst Shares:
8.58
Shares:
11,840,783
Aggressive Growth
Holders:
3
Value ($MM):
45.23
Inst Shares:
0.78
Shares:
1,070,372
Core Growth
Holders:
87
Value ($MM):
373.83
Inst Shares:
6.30
Shares:
8,704,077
Growth
Holders:
34
Value ($MM):
88.60
Inst Shares:
1.50
Shares:
2,066,334
Income
Holders:
23
Value ($MM):
52.33
Inst Shares:
0.90
Shares:
1,237,904
Income Value
Holders:
10
Value ($MM):
33.58
Inst Shares:
0.58
Shares:
794,554
Yield
Holders:
13
Value ($MM):
18.75
Inst Shares:
0.32
Shares:
443,350
Index
Holders:
54
Value ($MM):
1,865.10
Inst Shares:
31.96
Shares:
44,129,107
Other
Holders:
184
Value ($MM):
2,352.47
Inst Shares:
40.12
Shares:
55,389,342
Broker Dealer
Holders:
33
Value ($MM):
578.20
Inst Shares:
9.90
Shares:
13,668,750
GARP
Holders:
62
Value ($MM):
752.37
Inst Shares:
12.89
Shares:
17,793,546
Hedge Fund
Holders:
80
Value ($MM):
874.95
Inst Shares:
14.88
Shares:
20,545,952
Specialty
Holders:
6
Value ($MM):
41.01
Inst Shares:
0.70
Shares:
967,517
VC Private Equity
Holders:
3
Value ($MM):
105.94
Inst Shares:
1.75
Shares:
2,413,577
Value
Holders:
96
Value ($MM):
667.63
Inst Shares:
11.38
Shares:
15,712,911
Core Value
Holders:
79
Value ($MM):
463.65
Inst Shares:
7.89
Shares:
10,894,399
Deep Value
Holders:
17
Value ($MM):
203.98
Inst Shares:
3.49
Shares:
4,818,512
Location: Global Region
Holders % O/S Shares Share Value
North America 674 91.52 126,368,889 5,394,137,711
Europe 107 9.61 13,263,179 573,878,473
Asia / Pacific 39 0.56 771,055 36,675,668
Africa 2 -- 3,377 190,247
Middle East -- -- -- --

Location: Global Region

North America
Holders:
674
% O/S:
91.52
Shares:
126,368,889
Share Value:
5,394,137,711
Europe
Holders:
107
% O/S:
9.61
Shares:
13,263,179
Share Value:
573,878,473
Asia / Pacific
Holders:
39
% O/S:
0.56
Shares:
771,055
Share Value:
36,675,668
Africa
Holders:
2
% O/S:
--
Shares:
3,377
Share Value:
190,247
Middle East
Holders:
--
% O/S:
--
Shares:
--
Share Value:
--
Top Holders
Holder Shares Held % O/S Share Change Filing Date
BlackRock Institutional Trust Company, N.A. 15,599,131 11.30 7,935,240 3/31/26
T. Rowe Price Associates, Inc. 9,313,921 6.75 -297,945 3/31/26
Vanguard Portfolio Management, LLC 8,171,388 5.92 8,171,388 3/31/26
J.P. Morgan Securities LLC 6,989,088 5.06 104,273 3/31/26
Vanguard Capital Management, LLC 6,239,858 4.52 -2,761,503 3/31/26
Starboard Value LP 6,114,982 4.43 6,114,982 3/31/26
JANA Partners LLC 5,394,635 3.91 386,000 4/15/26
State Street Investment Management (US) 4,575,524 3.31 -1,110,436 3/31/26
Norges Bank Investment Management (NBIM) 2,999,818 2.17 696,774 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:
15,599,131
% O/S:
11.30
Share Change:
7,935,240
Filing Date:
3/31/26
T. Rowe Price Associates, Inc.
Shares Held:
9,313,921
% O/S:
6.75
Share Change:
-297,945
Filing Date:
3/31/26
Vanguard Portfolio Management, LLC
Shares Held:
8,171,388
% O/S:
5.92
Share Change:
8,171,388
Filing Date:
3/31/26
J.P. Morgan Securities LLC
Shares Held:
6,989,088
% O/S:
5.06
Share Change:
104,273
Filing Date:
3/31/26
Vanguard Capital Management, LLC
Shares Held:
6,239,858
% O/S:
4.52
Share Change:
-2,761,503
Filing Date:
3/31/26
Starboard Value LP
Shares Held:
6,114,982
% O/S:
4.43
Share Change:
6,114,982
Filing Date:
3/31/26
JANA Partners LLC
Shares Held:
5,394,635
% O/S:
3.91
Share Change:
386,000
Filing Date:
4/15/26
State Street Investment Management (US)
Shares Held:
4,575,524
% O/S:
3.31
Share Change:
-1,110,436
Filing Date:
3/31/26
Norges Bank Investment Management (NBIM)
Shares Held:
2,999,818
% O/S:
2.17
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 8,422,865 6.10 -37,949 5/31/26
T. Rowe Price Mid-Cap Value Fund 4,685,042 3.39 85,387 3/31/26
Vanguard Total Stock Market Index Fund 4,445,387 3.22 11,072 4/30/26
Vanguard Small-Cap Index Fund 3,200,328 2.32 -6,426 4/30/26
Statens Pensjonsfond Utland 3,014,645 2.18 -401,060 12/31/25
Vanguard Small-Cap Value Index Fund 2,056,037 1.49 15,566 4/30/26
Vanguard Extended Market Index Fund 1,568,084 1.14 16,553 4/30/26
BlackRock Systematic Multi-Strategy Fund 1,476,790 1.07 923,684 12/31/25
Touchstone Mid Cap Fund 1,368,012 0.99 -152,163 3/31/26
iShares S&P Small-Cap 600 Value ETF 1,329,617 0.96 35,248 5/31/26

Top Holders: Mutual Funds

iShares Core S&P Small-Cap ETF
Shares Held:
8,422,865
% O/S:
6.10
Share Change:
-37,949
Filing Date:
5/31/26
T. Rowe Price Mid-Cap Value Fund
Shares Held:
4,685,042
% O/S:
3.39
Share Change:
85,387
Filing Date:
3/31/26
Vanguard Total Stock Market Index Fund
Shares Held:
4,445,387
% O/S:
3.22
Share Change:
11,072
Filing Date:
4/30/26
Vanguard Small-Cap Index Fund
Shares Held:
3,200,328
% O/S:
2.32
Share Change:
-6,426
Filing Date:
4/30/26
Statens Pensjonsfond Utland
Shares Held:
3,014,645
% O/S:
2.18
Share Change:
-401,060
Filing Date:
12/31/25
Vanguard Small-Cap Value Index Fund
Shares Held:
2,056,037
% O/S:
1.49
Share Change:
15,566
Filing Date:
4/30/26
Vanguard Extended Market Index Fund
Shares Held:
1,568,084
% O/S:
1.14
Share Change:
16,553
Filing Date:
4/30/26
BlackRock Systematic Multi-Strategy Fund
Shares Held:
1,476,790
% O/S:
1.07
Share Change:
923,684
Filing Date:
12/31/25
Touchstone Mid Cap Fund
Shares Held:
1,368,012
% O/S:
0.99
Share Change:
-152,163
Filing Date:
3/31/26
iShares S&P Small-Cap 600 Value ETF
Shares Held:
1,329,617
% O/S:
0.96
Share Change:
35,248
Filing Date:
5/31/26

* Insider values reflect direct beneficial ownership.

Source: LSEG