Ownership Profile
Shareholder Breakdown
| Shareholder | Holders | Value ($MM) | % O/S | Shares |
|---|---|---|---|---|
| Institution | 1,252 | 53,457.26 | 101.88 | 135,116,705 |
| Mutual Fund | 1,736 | 26,939.11 | 54.52 | 72,141,979 |
| Insider | 18 | 179.81 | 0.45 | 594,944 |
Institutional Shareholder Rotation
| Shareholder | Holders | Value Chg ($MM) | % O/S | Share Change |
|---|---|---|---|---|
| Buyers | 618 | 3,709.38 | 7.03 | 9,321,382 |
| Sellers | 570 | -4,854.90 | 9.15 | -12,138,615 |
| Net | -1,145.52 | 2.12 | -2,817,233 |
Institutional Shareholder Concentration
| Concentration | Value ($MM) | % O/S | Shares |
|---|---|---|---|
| Total Inst. | 53,637.13 | 102.32 | 135,711,702 |
| Top 10 Inst. | 29,275.38 | 55.84 | 74,052,251 |
| Top 20 Inst. | 35,835.98 | 68.28 | 90,550,686 |
| Top 50 Inst. | 42,855.00 | 81.59 | 108,201,924 |
Institutional Shareholder Style
| Style | Holders | Value ($MM) | % Inst Shares | Shares |
|---|---|---|---|---|
| Growth | 240 | 15,351.58 | 29.16 | 38,667,680 |
| Aggressive Growth | 12 | 362.90 | 0.68 | 900,794 |
| Core Growth | 168 | 4,977.66 | 9.49 | 12,587,688 |
| Growth | 60 | 10,011.02 | 18.99 | 25,179,198 |
| Income | 30 | 434.43 | 0.83 | 1,103,270 |
| Income Value | 14 | 341.24 | 0.65 | 863,083 |
| Yield | 16 | 93.19 | 0.18 | 240,187 |
| Index | 66 | 14,192.26 | 27.27 | 36,162,712 |
| Other | 286 | 17,272.60 | 32.79 | 43,486,362 |
| Broker Dealer | 42 | 1,415.99 | 2.68 | 3,555,296 |
| GARP | 122 | 12,203.70 | 23.19 | 30,749,681 |
| Hedge Fund | 110 | 3,433.44 | 6.51 | 8,628,952 |
| Specialty | 7 | 100.76 | 0.19 | 253,536 |
| VC Private Equity | 3 | 2.74 | 0.01 | 7,597 |
| Sector Specific | 2 | 115.98 | 0.22 | 291,300 |
| Value | 129 | 4,756.56 | 9.03 | 11,981,170 |
| Core Value | 108 | 2,882.82 | 5.48 | 7,269,574 |
| Deep Value | 21 | 1,873.74 | 3.55 | 4,711,596 |
Top Holders: Institutional Investor
| Holder | Shares Held | % O/S | Share Change | Filing Date |
|---|---|---|---|---|
| Capital World Investors | 16,301,772 | 12.29 | -132,481 | 12/31/25 |
| Fidelity Management & Research Company LLC | 15,083,337 | 11.37 | -821,917 | 12/31/25 |
| The Vanguard Group, Inc. | 13,492,681 | 10.17 | -13,141 | 12/31/25 |
| BlackRock Institutional Trust Company, N.A. | 7,039,534 | 5.31 | 453,916 | 12/31/25 |
| Capital Research Global Investors | 6,779,708 | 5.11 | -443,132 | 12/31/25 |
| JP Morgan Asset Management | 3,996,587 | 3.01 | 130,781 | 12/31/25 |
| State Street Investment Management (US) | 3,228,956 | 2.43 | 147,481 | 12/31/25 |
| Invesco Capital Management (QQQ Trust) | 2,877,975 | 2.17 | -86,360 | 1/31/26 |
| Geode Capital Management, L.L.C. | 2,650,722 | 2.00 | 151,480 | 12/31/25 |
| Baillie Gifford & Co. | 2,600,979 | 1.96 | -188,377 | 12/31/25 |
Top Holders: Mutual Funds
| Fund | Shares Held | % O/S | Share Change | Filing Date |
|---|---|---|---|---|
| American Funds Growth Fund of America | 9,815,020 | 7.40 | -120,087 | 12/31/25 |
| Vanguard Total Stock Market Index Fund | 4,165,206 | 3.14 | 9,039 | 1/31/26 |
| Invesco QQQ Trust | 2,877,975 | 2.17 | -86,360 | 1/31/26 |
| Vanguard Mid-Cap Index Fund | 2,861,447 | 2.16 | -14,928 | 1/31/26 |
| American Funds New Perspective Fund | 2,392,493 | 1.80 | -370,322 | 12/31/25 |
| American Funds AMCAP Fund | 2,213,282 | 1.67 | -188,638 | 12/31/25 |
| Statens Pensjonsfond Utland | 2,121,300 | 1.60 | 97,665 | 12/31/25 |
| American Funds Insurance Series Growth Fund | 1,708,686 | 1.29 | -- | 12/31/25 |
| American Funds Fundamental Investors Fund, Inc. | 1,604,154 | 1.21 | -- | 12/31/25 |
| Vanguard Growth Index Fund | 1,536,559 | 1.16 | 9,434 | 1/31/26 |
* Insider values reflect direct beneficial ownership.
Minimum 15 minutes delayed. Source: LSEG
