Shareholder Breakdown
| Shareholder | Holders | Value ($MM) | % O/S | Shares |
|---|---|---|---|---|
| Institution | 1,196 | 40,909.72 | 101.67 | 136,047,903 |
| Mutual Fund | 1,888 | 19,965.45 | 52.47 | 70,133,692 |
| Insider | 19 | 82.15 | 0.19 | 248,691 |
Institutional Shareholder Rotation
| Shareholder | Holders | Value Chg ($MM) | % O/S | Share Change |
|---|---|---|---|---|
| Buyers | 559 | 3,003.15 | 7.47 | 9,989,510 |
| Sellers | 577 | -3,406.80 | 8.40 | -11,245,603 |
| Net | -403.65 | 0.94 | -1,256,093 |
Institutional Shareholder Concentration
| Concentration | Value ($MM) | % O/S | Shares |
|---|---|---|---|
| Total Inst. | 40,991.87 | 101.86 | 136,296,594 |
| Top 10 Inst. | 21,074.61 | 52.32 | 70,008,342 |
| Top 20 Inst. | 26,931.39 | 66.86 | 89,464,136 |
| Top 50 Inst. | 32,700.17 | 81.18 | 108,627,627 |
Institutional Shareholder Style
| Style | Holders | Value ($MM) | % Inst Shares | Shares |
|---|---|---|---|---|
| Growth | 225 | 10,690.39 | 26.48 | 35,439,230 |
| Aggressive Growth | 10 | 166.38 | 0.41 | 551,730 |
| Core Growth | 161 | 3,799.06 | 9.40 | 12,576,858 |
| Growth | 54 | 6,724.95 | 16.67 | 22,310,642 |
| Income | 29 | 261.64 | 0.67 | 895,101 |
| Income Value | 12 | 200.16 | 0.51 | 676,938 |
| Yield | 17 | 61.48 | 0.16 | 218,163 |
| Index | 72 | 11,387.74 | 28.32 | 37,894,619 |
| Other | 283 | 13,435.60 | 33.43 | 44,731,192 |
| Broker Dealer | 43 | 810.54 | 2.01 | 2,689,338 |
| GARP | 111 | 9,297.54 | 23.17 | 31,002,364 |
| Hedge Fund | 114 | 3,016.84 | 7.48 | 10,008,260 |
| Specialty | 7 | 263.87 | 0.65 | 875,747 |
| VC Private Equity | 2 | 2.35 | 0.01 | 8,050 |
| Sector Specific | 6 | 44.46 | 0.11 | 147,433 |
| Value | 135 | 4,273.68 | 10.59 | 14,176,134 |
| Core Value | 114 | 2,598.18 | 6.44 | 8,610,656 |
| Deep Value | 21 | 1,675.50 | 4.16 | 5,565,478 |
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 | 4,252,231 | 3.18 | 12,390 | 7/31/26 |
| American Funds AMCAP Fund | 4,101,680 | 3.07 | 357,021 | 6/30/26 |
| Vanguard Mid-Cap Index Fund | 2,889,496 | 2.16 | -3,972 | 7/31/26 |
| Invesco QQQ Trust | 2,764,837 | 2.07 | -69,258 | 7/31/26 |
| Statens Pensjonsfond Utland | 2,251,074 | 1.68 | 129,774 | 6/30/26 |
| Fidelity OTC Portfolio | 2,107,824 | 1.58 | 154,200 | 6/30/26 |
| 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
