Shareholder Breakdown
| Shareholder | Holders | Value ($MM) | % O/S | Shares |
|---|---|---|---|---|
| Institution | 1,197 | 40,880.08 | 101.71 | 136,105,070 |
| Mutual Fund | 1,920 | 18,735.75 | 51.97 | 69,468,879 |
| Insider | 19 | 82.15 | 0.19 | 248,691 |
Institutional Shareholder Rotation
| Shareholder | Holders | Value Chg ($MM) | % O/S | Share Change |
|---|---|---|---|---|
| Buyers | 558 | 3,013.84 | 7.50 | 10,042,034 |
| Sellers | 583 | -3,411.21 | 8.42 | -11,263,470 |
| Net | -397.37 | 0.91 | -1,221,436 |
Institutional Shareholder Concentration
| Concentration | Value ($MM) | % O/S | Shares |
|---|---|---|---|
| Total Inst. | 40,962.23 | 101.90 | 136,353,761 |
| Top 10 Inst. | 21,074.61 | 52.32 | 70,008,342 |
| Top 20 Inst. | 26,931.39 | 66.86 | 89,464,136 |
| Top 50 Inst. | 32,700.17 | 81.18 | 108,627,627 |
Institutional Shareholder Style
| Style | Holders | Value ($MM) | % Inst Shares | Shares |
|---|---|---|---|---|
| Growth | 232 | 10,662.63 | 26.47 | 35,419,011 |
| Aggressive Growth | 11 | 166.45 | 0.41 | 552,031 |
| Core Growth | 167 | 3,776.67 | 9.37 | 12,544,467 |
| Growth | 54 | 6,719.50 | 16.68 | 22,322,513 |
| Income | 29 | 262.88 | 0.67 | 893,603 |
| Income Value | 12 | 200.09 | 0.51 | 676,889 |
| Yield | 17 | 62.79 | 0.16 | 216,714 |
| Index | 72 | 11,396.16 | 28.33 | 37,901,519 |
| Other | 289 | 13,481.43 | 33.56 | 44,900,142 |
| Broker Dealer | 43 | 810.54 | 2.01 | 2,689,338 |
| GARP | 114 | 9,306.25 | 23.20 | 31,042,729 |
| Hedge Fund | 116 | 3,054.39 | 7.57 | 10,134,265 |
| Specialty | 7 | 262.91 | 0.65 | 875,747 |
| VC Private Equity | 3 | 2.88 | 0.01 | 10,630 |
| Sector Specific | 6 | 44.46 | 0.11 | 147,433 |
| Value | 137 | 4,277.78 | 10.64 | 14,236,804 |
| Core Value | 116 | 2,605.36 | 6.48 | 8,667,868 |
| Deep Value | 21 | 1,672.42 | 4.16 | 5,568,936 |
Top Holders: Institutional Investor
| Holder | Shares Held | % O/S | Share Change | Filing Date |
|---|---|---|---|---|
| Fidelity Management & Research Company LLC | 13,464,101 | 10.06 | 111,456 | 6/30/26 |
| Capital World Investors | 11,144,846 | 8.33 | 342,498 | 6/30/26 |
| Capital Research Global Investors | 9,750,699 | 7.29 | 279,518 | 6/30/26 |
| BlackRock Institutional Trust Company, N.A. | 7,599,708 | 5.68 | 468,334 | 6/30/26 |
| Vanguard Portfolio Management, LLC | 6,538,390 | 4.89 | 47,110 | 6/30/26 |
| Vanguard Capital Management, LLC | 6,029,478 | 4.51 | 82,772 | 6/30/26 |
| T. Rowe Price Investment Management, Inc. | 5,642,173 | 4.22 | 448,849 | 6/30/26 |
| Invesco Capital Management LLC | 3,647,418 | 2.73 | 116,142 | 6/30/26 |
| State Street Investment Management (US) | 3,555,689 | 2.66 | 232,991 | 6/30/26 |
| Geode Capital Management, L.L.C. | 2,635,840 | 1.97 | -24,545 | 6/30/26 |
Top Holders: Mutual Funds
| Fund | Shares Held | % O/S | Share Change | Filing Date |
|---|---|---|---|---|
| American Funds Growth Fund of America | 7,620,583 | 5.70 | -403,937 | 6/30/26 |
| Vanguard Total Stock Market Index Fund | 4,243,911 | 3.17 | -8,320 | 8/31/26 |
| American Funds AMCAP Fund | 4,101,680 | 3.07 | 357,021 | 6/30/26 |
| Vanguard Mid-Cap Index Fund | 2,887,944 | 2.16 | -1,552 | 8/31/26 |
| Invesco QQQ Trust | 2,872,370 | 2.15 | 107,533 | 8/31/26 |
| Statens Pensjonsfond Utland | 2,251,074 | 1.68 | 129,774 | 6/30/26 |
| Fidelity OTC Portfolio | 2,140,824 | 1.60 | 33,000 | 7/31/26 |
| T. Rowe Price Capital Appreciation Fund | 2,082,524 | 1.56 | 2,082,524 | 6/30/26 |
| Vanguard Health Care Fund | 1,761,679 | 1.32 | 149,888 | 6/30/26 |
| American Funds Investment Company of America | 1,612,942 | 1.21 | -334,845 | 6/30/26 |
* Insider values reflect direct beneficial ownership.
Minimum 15 minutes delayed. Source: LSEG
