Ownership Profile
Shareholder Breakdown
| Shareholder | Holders | Value ($MM) | % O/S | Shares |
|---|---|---|---|---|
| Institution | 947 | 34,222.93 | 97.50 | 127,126,699 |
| Mutual Fund | 1,501 | 19,792.46 | 57.51 | 74,898,101 |
| Insider | 18 | 142.10 | 0.39 | 511,885 |
Institutional Shareholder Rotation
| Shareholder | Holders | Value Chg ($MM) | % O/S | Share Change |
|---|---|---|---|---|
| Buyers | 485 | 2,564.36 | 7.30 | 9,521,656 |
| Sellers | 386 | -2,151.86 | 6.17 | -8,044,794 |
| Net | 412.51 | 1.13 | 1,476,862 |
Institutional Shareholder Concentration
| Concentration | Value ($MM) | % O/S | Shares |
|---|---|---|---|
| Total Inst. | 35,571.60 | 101.33 | 132,119,683 |
| Top 10 Inst. | 20,940.85 | 59.48 | 77,552,951 |
| Top 20 Inst. | 25,993.06 | 74.07 | 96,579,195 |
| Top 50 Inst. | 29,770.99 | 84.80 | 110,570,495 |
Institutional Shareholder Style
| Style | Holders | Value ($MM) | % Inst Shares | Shares |
|---|---|---|---|---|
| Growth | 200 | 10,922.37 | 31.03 | 40,461,913 |
| Aggressive Growth | 9 | 499.35 | 1.41 | 1,837,801 |
| Core Growth | 143 | 3,444.06 | 9.80 | 12,778,743 |
| Growth | 48 | 6,978.97 | 19.82 | 25,845,369 |
| Income | 28 | 204.76 | 0.58 | 759,379 |
| Income Value | 11 | 146.33 | 0.42 | 542,787 |
| Yield | 17 | 58.42 | 0.17 | 216,592 |
| Index | 57 | 8,198.79 | 23.28 | 30,351,044 |
| Other | 246 | 10,756.70 | 30.57 | 39,864,557 |
| Broker Dealer | 35 | 656.47 | 1.86 | 2,431,202 |
| GARP | 93 | 8,253.86 | 23.46 | 30,590,639 |
| Hedge Fund | 104 | 1,569.01 | 4.46 | 5,813,518 |
| Specialty | 6 | 132.56 | 0.38 | 490,897 |
| VC Private Equity | 4 | 49.62 | 0.14 | 183,853 |
| Sector Specific | 4 | 95.18 | 0.27 | 354,448 |
| Value | 107 | 3,582.92 | 10.42 | 13,589,060 |
| Core Value | 90 | 1,997.08 | 5.92 | 7,714,450 |
| Deep Value | 17 | 1,585.85 | 4.51 | 5,874,610 |
Top Holders: Institutional Investor
| Holder | Shares Held | % O/S | Share Change | Filing Date |
|---|---|---|---|---|
| Capital World Investors | 16,749,623 | 12.85 | 149,098 | 3/31/25 |
| Fidelity Management & Research Company LLC | 14,623,213 | 11.22 | 1,681,985 | 3/31/25 |
| The Vanguard Group, Inc. | 13,000,500 | 9.97 | 322,721 | 3/31/25 |
| Capital Research Global Investors | 7,154,728 | 5.49 | 186,215 | 3/31/25 |
| BlackRock Institutional Trust Company, N.A. | 6,731,741 | 5.16 | -22,207 | 3/31/25 |
| Regeneron Pharmaceuticals Inc | 4,444,445 | 3.41 | -- | 3/31/25 |
| T. Rowe Price Investment Management, Inc. | 4,418,145 | 3.39 | 33,696 | 3/31/25 |
| Baillie Gifford & Co. | 3,657,607 | 2.81 | -382,652 | 3/31/25 |
| T. Rowe Price Associates, Inc. | 3,406,366 | 2.61 | 178,264 | 3/31/25 |
| State Street Global Advisors (US) | 3,366,583 | 2.58 | -56,294 | 3/31/25 |
Top Holders: Mutual Funds
| Fund | Shares Held | % O/S | Share Change | Filing Date |
|---|---|---|---|---|
| American Funds Growth Fund of America | 10,181,075 | 7.81 | -387,231 | 3/31/25 |
| Vanguard Total Stock Market Index Fund | 4,151,970 | 3.18 | 54,004 | 4/30/25 |
| American Funds New Perspective Fund | 2,927,428 | 2.25 | -4,067 | 3/31/25 |
| Vanguard Mid-Cap Index Fund | 2,814,849 | 2.16 | 27,038 | 4/30/25 |
| Statens Pensjonsfond Utland | 2,430,026 | 1.86 | 164,858 | 12/31/24 |
| American Funds AMCAP Fund | 2,401,920 | 1.84 | -1,329,125 | 3/31/25 |
| Dodge & Cox Stock Fund | 2,168,100 | 1.66 | -146,900 | 3/31/25 |
| Vanguard Health Care Fund | 2,106,868 | 1.62 | -1,413,917 | 3/31/25 |
| Vanguard Extended Market Index Fund | 2,002,667 | 1.54 | 9,832 | 4/30/25 |
| American Funds Insurance Series Growth Fund | 1,686,200 | 1.29 | -133,429 | 3/31/25 |
* Insider values reflect direct beneficial ownership.
Minimum 15 minutes delayed. Source: LSEG
