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Stock Information

Institutional Ownership

Shareholders
Shareholder Holders Value ($MM) % O/S Shares
Institution 787 5,735.24 97.68 134,874,002
Mutual Fund 1,345 1,780.51 29.18 40,346,669
Insider 37 227.52 3.11 4,295,865

Shareholders

Institution
Holders:
787
Value ($MM):
5,735.24
% O/S:
97.68
Shares:
134,874,002
Mutual Fund
Holders:
1,345
Value ($MM):
1,780.51
% O/S:
29.18
Shares:
40,346,669
Insider
Holders:
37
Value ($MM):
227.52
% O/S:
3.11
Shares:
4,295,865
Rotation
Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 351 2,114.23 36.14 49,900,598
Sellers 529 -1,967.01 33.73 -46,572,146
Net 147.22 2.41 3,328,452

Rotation

Buyers
Holders:
351
Value ($MM):
2,114.23
% O/S:
36.14
Shares Change:
49,900,598
Sellers
Holders:
529
Value ($MM):
-1,967.01
% O/S:
33.73
Shares Change:
-46,572,146
Net
Holders:
Value ($MM):
147.22
% O/S:
2.41
Shares Change:
3,328,452
Concentration
Value ($MM) % O/S Shares
Top 10 Inst. 2,885.47 49.35 68,140,553
Top 20 Inst. 3,747.12 63.77 88,045,592
Top 50 Inst. 4,673.07 79.41 109,649,881
Total Inst. 5,962.76 100.79 139,169,867

Concentration

Top 10 Inst.:
Value ($MM):
2,885.47
% O/S:
49.35
Shares:
68,140,553
Top 20 Inst.:
Value ($MM):
3,747.12
% O/S:
63.77
Shares:
88,045,592
Top 50 Inst.:
Value ($MM):
4,673.07
% O/S:
79.41
Shares:
109,649,881
Total Inst.:
Value ($MM):
5,962.76
% O/S:
100.79
Shares:
139,169,867
Style
Style Holders Value ($MM) Inst Shares: Shares
Growth 126 534.30 9.05 12,496,910
Aggressive Growth 4 45.24 0.78 1,070,453
Core Growth 89 409.71 6.92 9,553,475
Growth 33 79.35 1.36 1,872,982
Income 22 46.48 0.80 1,099,520
Income Value 9 27.73 0.48 656,170
Yield 13 18.75 0.32 443,350
Index 53 1,835.19 31.45 43,420,791
Other 186 2,327.05 39.49 54,529,821
Broker Dealer 33 578.20 9.90 13,668,750
GARP 63 755.57 12.92 17,843,909
Hedge Fund 81 846.38 14.22 19,636,068
Specialty 6 40.96 0.70 967,517
VC Private Equity 3 105.94 1.75 2,413,577
Value 95 662.54 11.29 15,591,800
Core Value 78 458.54 7.80 10,773,082
Deep Value 17 203.99 3.49 4,818,718

Style

Growth
Holders:
126
Value ($MM):
534.30
Inst Shares:
9.05
Shares:
12,496,910
Aggressive Growth
Holders:
4
Value ($MM):
45.24
Inst Shares:
0.78
Shares:
1,070,453
Core Growth
Holders:
89
Value ($MM):
409.71
Inst Shares:
6.92
Shares:
9,553,475
Growth
Holders:
33
Value ($MM):
79.35
Inst Shares:
1.36
Shares:
1,872,982
Income
Holders:
22
Value ($MM):
46.48
Inst Shares:
0.80
Shares:
1,099,520
Income Value
Holders:
9
Value ($MM):
27.73
Inst Shares:
0.48
Shares:
656,170
Yield
Holders:
13
Value ($MM):
18.75
Inst Shares:
0.32
Shares:
443,350
Index
Holders:
53
Value ($MM):
1,835.19
Inst Shares:
31.45
Shares:
43,420,791
Other
Holders:
186
Value ($MM):
2,327.05
Inst Shares:
39.49
Shares:
54,529,821
Broker Dealer
Holders:
33
Value ($MM):
578.20
Inst Shares:
9.90
Shares:
13,668,750
GARP
Holders:
63
Value ($MM):
755.57
Inst Shares:
12.92
Shares:
17,843,909
Hedge Fund
Holders:
81
Value ($MM):
846.38
Inst Shares:
14.22
Shares:
19,636,068
Specialty
Holders:
6
Value ($MM):
40.96
Inst Shares:
0.70
Shares:
967,517
VC Private Equity
Holders:
3
Value ($MM):
105.94
Inst Shares:
1.75
Shares:
2,413,577
Value
Holders:
95
Value ($MM):
662.54
Inst Shares:
11.29
Shares:
15,591,800
Core Value
Holders:
78
Value ($MM):
458.54
Inst Shares:
7.80
Shares:
10,773,082
Deep Value
Holders:
17
Value ($MM):
203.99
Inst Shares:
3.49
Shares:
4,818,718
Location: Global Region
Holders % O/S Shares Share Value
North America 674 90.80 125,368,868 5,363,206,513
Europe 107 9.44 13,026,467 562,681,774
Asia / Pacific 41 0.56 771,155 36,683,394
Africa 2 -- 3,377 190,247
Middle East -- -- -- --

Location: Global Region

North America
Holders:
674
% O/S:
90.80
Shares:
125,368,868
Share Value:
5,363,206,513
Europe
Holders:
107
% O/S:
9.44
Shares:
13,026,467
Share Value:
562,681,774
Asia / Pacific
Holders:
41
% O/S:
0.56
Shares:
771,155
Share Value:
36,683,394
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 6,239,858 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:
6,239,858
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 8,460,814 6.13 120,177 4/30/26
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
Touchstone Mid Cap Fund 1,368,012 0.99 -152,163 3/31/26
iShares S&P Small-Cap 600 Value ETF 1,294,369 0.94 -62,275 4/30/26
State Street SPDR Portfolio S&P 600 Small Cap ETF 1,268,592 0.92 10,790 4/30/26

Top Holders: Mutual Funds

iShares Core S&P Small-Cap ETF
Shares Held:
8,460,814
% O/S:
6.13
Share Change:
120,177
Filing Date:
4/30/26
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
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:
1,294,369
% O/S:
0.94
Share Change:
-62,275
Filing Date:
4/30/26
State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares Held:
1,268,592
% O/S:
0.92
Share Change:
10,790
Filing Date:
4/30/26

* Insider values reflect direct beneficial ownership.

Source: LSEG