Ownership Profile
Shareholder Breakdown
| Shareholder | Holders | Value ($MM) | % O/S | Shares |
|---|---|---|---|---|
| Institution | 1,014 | 42,699.31 | 99.34 | 130,216,544 |
| Mutual Fund | 1,540 | 29,065.01 | 58.25 | 76,310,471 |
| Insider | 19 | 197.31 | 0.43 | 558,830 |
Institutional Shareholder Rotation
| Shareholder | Holders | Value Chg ($MM) | % O/S | Share Change |
|---|---|---|---|---|
| Buyers | 519 | 3,349.15 | 7.71 | 10,104,679 |
| Sellers | 437 | -2,838.59 | 6.83 | -8,949,830 |
| Net | 510.56 | 0.88 | 1,154,849 |
Institutional Shareholder Concentration
| Concentration | Value ($MM) | % O/S | Shares |
|---|---|---|---|
| Total Inst. | 44,346.77 | 103.16 | 135,217,396 |
| Top 10 Inst. | 25,096.46 | 58.71 | 76,961,763 |
| Top 20 Inst. | 31,188.42 | 72.97 | 95,643,588 |
| Top 50 Inst. | 36,592.09 | 85.49 | 112,065,945 |
Institutional Shareholder Style
| Style | Holders | Value ($MM) | % Inst Shares | Shares |
|---|---|---|---|---|
| Growth | 216 | 13,532.99 | 31.48 | 41,262,310 |
| Aggressive Growth | 10 | 546.25 | 1.29 | 1,692,977 |
| Core Growth | 153 | 4,326.97 | 9.95 | 13,043,755 |
| Growth | 53 | 8,659.77 | 20.24 | 26,525,578 |
| Income | 26 | 292.71 | 0.66 | 868,457 |
| Income Value | 10 | 205.47 | 0.47 | 618,621 |
| Yield | 16 | 87.24 | 0.19 | 249,836 |
| Index | 58 | 10,031.53 | 23.40 | 30,668,670 |
| Other | 248 | 13,531.69 | 31.58 | 41,398,402 |
| Broker Dealer | 35 | 1,000.90 | 2.34 | 3,070,073 |
| GARP | 102 | 10,363.48 | 24.17 | 31,676,925 |
| Hedge Fund | 101 | 1,960.65 | 4.59 | 6,019,638 |
| Specialty | 6 | 91.85 | 0.21 | 279,271 |
| VC Private Equity | 2 | 2.35 | 0.01 | 7,595 |
| Sector Specific | 2 | 112.47 | 0.26 | 344,900 |
| Value | 115 | 4,336.76 | 10.13 | 13,284,131 |
| Core Value | 96 | 2,295.57 | 5.36 | 7,024,256 |
| Deep Value | 19 | 2,041.19 | 4.78 | 6,259,875 |
Top Holders: Institutional Investor
| Holder | Shares Held | % O/S | Share Change | Filing Date |
|---|---|---|---|---|
| Capital World Investors | 16,805,007 | 12.82 | 55,384 | 6/30/25 |
| Fidelity Management & Research Company LLC | 15,050,590 | 11.48 | 427,377 | 6/30/25 |
| The Vanguard Group, Inc. | 13,238,739 | 10.10 | 238,239 | 6/30/25 |
| Capital Research Global Investors | 7,191,656 | 5.49 | 36,928 | 6/30/25 |
| BlackRock Institutional Trust Company, N.A. | 6,532,744 | 4.98 | -198,997 | 6/30/25 |
| Regeneron Pharmaceuticals Inc | 4,444,445 | 3.39 | -- | 6/30/25 |
| T. Rowe Price Investment Management, Inc. | 4,281,279 | 3.27 | -136,866 | 6/30/25 |
| Dodge & Cox | 3,197,096 | 2.44 | -154,666 | 6/30/25 |
| State Street Investment Management (US) | 3,173,105 | 2.42 | -193,478 | 6/30/25 |
| T. Rowe Price Associates, Inc. | 3,047,102 | 2.32 | -359,264 | 6/30/25 |
Top Holders: Mutual Funds
| Fund | Shares Held | % O/S | Share Change | Filing Date |
|---|---|---|---|---|
| American Funds Growth Fund of America | 10,181,075 | 7.77 | -- | 6/30/25 |
| Vanguard Total Stock Market Index Fund | 4,104,925 | 3.13 | 2,248 | 8/31/25 |
| American Funds New Perspective Fund | 2,927,428 | 2.23 | -- | 6/30/25 |
| Vanguard Mid-Cap Index Fund | 2,902,882 | 2.21 | -5,618 | 8/31/25 |
| American Funds AMCAP Fund | 2,401,920 | 1.83 | -- | 6/30/25 |
| Dodge & Cox Stock Fund | 2,038,100 | 1.55 | -130,000 | 6/30/25 |
| Statens Pensjonsfond Utland | 2,023,635 | 1.54 | -406,391 | 6/30/25 |
| American Funds Insurance Series Growth Fund | 1,686,200 | 1.29 | -- | 6/30/25 |
| American Funds Fundamental Investors Fund, Inc. | 1,604,154 | 1.22 | -- | 6/30/25 |
| Vanguard Health Care Fund | 1,603,352 | 1.22 | -503,516 | 6/30/25 |
* Insider values reflect direct beneficial ownership.
Minimum 15 minutes delayed. Source: LSEG
