Ownership Profile
Shareholder Breakdown
| Shareholder | Holders | Value ($MM) | % O/S | Shares |
|---|---|---|---|---|
| Institution | 1,242 | 53,221.65 | 101.04 | 134,816,452 |
| Mutual Fund | 1,831 | 26,217.33 | 54.19 | 71,869,276 |
| Insider | 18 | 78.53 | 0.17 | 231,235 |
Institutional Shareholder Rotation
| Shareholder | Holders | Value Chg ($MM) | % O/S | Share Change |
|---|---|---|---|---|
| Buyers | 616 | 3,614.63 | 6.83 | 9,119,504 |
| Sellers | 613 | -4,843.88 | 9.11 | -12,150,037 |
| Net | -1,229.25 | 2.27 | -3,030,533 |
Institutional Shareholder Concentration
| Concentration | Value ($MM) | % O/S | Shares |
|---|---|---|---|
| Total Inst. | 53,282.46 | 101.18 | 135,003,493 |
| Top 10 Inst. | 29,118.75 | 55.23 | 73,696,262 |
| Top 20 Inst. | 35,679.35 | 67.60 | 90,194,697 |
| Top 50 Inst. | 42,698.37 | 80.83 | 107,845,935 |
Institutional Shareholder Style
| Style | Holders | Value ($MM) | % Inst Shares | Shares |
|---|---|---|---|---|
| Growth | 241 | 15,336.21 | 29.04 | 38,749,481 |
| Aggressive Growth | 11 | 362.23 | 0.67 | 899,151 |
| Core Growth | 169 | 4,935.83 | 9.44 | 12,598,881 |
| Growth | 61 | 10,038.16 | 18.93 | 25,251,449 |
| Income | 30 | 434.89 | 0.83 | 1,105,983 |
| Income Value | 13 | 340.95 | 0.65 | 862,895 |
| Yield | 17 | 93.94 | 0.18 | 243,088 |
| Index | 65 | 14,153.28 | 27.07 | 36,123,568 |
| Other | 283 | 17,251.37 | 32.57 | 43,455,641 |
| Broker Dealer | 42 | 1,416.24 | 2.67 | 3,558,036 |
| GARP | 123 | 12,180.92 | 23.02 | 30,710,194 |
| Hedge Fund | 107 | 3,434.67 | 6.47 | 8,634,336 |
| Specialty | 6 | 100.98 | 0.19 | 254,178 |
| VC Private Equity | 3 | 2.74 | 0.01 | 7,597 |
| Sector Specific | 2 | 115.84 | 0.22 | 291,300 |
| Value | 129 | 4,749.85 | 8.98 | 11,986,378 |
| Core Value | 108 | 2,878.05 | 5.45 | 7,274,302 |
| Deep Value | 21 | 1,871.79 | 3.53 | 4,712,076 |
Top Holders: Institutional Investor
| Holder | Shares Held | % O/S | Share Change | Filing Date |
|---|---|---|---|---|
| Capital World Investors | 16,301,772 | 12.22 | -132,481 | 12/31/25 |
| Fidelity Management & Research Company LLC | 15,083,337 | 11.30 | -821,917 | 12/31/25 |
| The Vanguard Group, Inc. | 13,220,857 | 9.91 | -19,177 | 12/31/25 |
| BlackRock Institutional Trust Company, N.A. | 7,039,534 | 5.28 | 453,916 | 12/31/25 |
| Capital Research Global Investors | 6,779,708 | 5.08 | -443,132 | 12/31/25 |
| JP Morgan Asset Management | 3,996,587 | 3.00 | 130,781 | 12/31/25 |
| State Street Investment Management (US) | 3,228,956 | 2.42 | 147,481 | 12/31/25 |
| Invesco Capital Management (QQQ Trust) | 2,793,810 | 2.09 | -15,487 | 3/31/26 |
| Geode Capital Management, L.L.C. | 2,650,722 | 1.99 | 151,480 | 12/31/25 |
| Baillie Gifford & Co. | 2,600,979 | 1.95 | -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 | 7.36 | -120,087 | 12/31/25 |
| Vanguard Total Stock Market Index Fund | 4,217,053 | 3.16 | 39,274 | 3/31/26 |
| Vanguard Mid-Cap Index Fund | 2,864,993 | 2.15 | -6,443 | 3/31/26 |
| Invesco QQQ Trust | 2,793,810 | 2.09 | -15,487 | 3/31/26 |
| American Funds New Perspective Fund | 2,392,493 | 1.79 | -370,322 | 12/31/25 |
| American Funds AMCAP Fund | 2,213,282 | 1.66 | -188,638 | 12/31/25 |
| Statens Pensjonsfond Utland | 2,121,300 | 1.59 | 97,665 | 12/31/25 |
| JPMorgan Large Cap Growth Fund | 2,036,592 | 1.53 | -- | 2/28/26 |
| American Funds Insurance Series Growth Fund | 1,708,686 | 1.28 | -- | 12/31/25 |
| American Funds Fundamental Investors Fund, Inc. | 1,604,154 | 1.20 | -- | 12/31/25 |
* Insider values reflect direct beneficial ownership.
Minimum 15 minutes delayed. Source: LSEG
