Ownership Profile
Shareholder Breakdown
| Shareholder | Holders | Value ($MM) | % O/S | Shares |
|---|---|---|---|---|
| Institution | 1,215 | 61,182.05 | 103.02 | 136,106,868 |
| Mutual Fund | 1,645 | 32,223.86 | 56.00 | 73,860,296 |
| Insider | 18 | 182.19 | 0.43 | 571,725 |
Institutional Shareholder Rotation
| Shareholder | Holders | Value Chg ($MM) | % O/S | Share Change |
|---|---|---|---|---|
| Buyers | 640 | 8,350.04 | 14.23 | 18,800,777 |
| Sellers | 469 | -7,602.31 | 12.86 | -16,987,472 |
| Net | 747.74 | 1.37 | 1,813,305 |
Institutional Shareholder Concentration
| Concentration | Value ($MM) | % O/S | Shares |
|---|---|---|---|
| Total Inst. | 61,999.16 | 104.51 | 138,070,949 |
| Top 10 Inst. | 33,722.79 | 56.52 | 74,665,624 |
| Top 20 Inst. | 41,611.60 | 70.05 | 92,544,736 |
| Top 50 Inst. | 50,494.14 | 84.84 | 112,087,245 |
Institutional Shareholder Style
| Style | Holders | Value ($MM) | % Inst Shares | Shares |
|---|---|---|---|---|
| Growth | 237 | 17,917.75 | 30.26 | 39,979,567 |
| Aggressive Growth | 12 | 391.80 | 0.69 | 905,208 |
| Core Growth | 162 | 5,644.67 | 9.85 | 13,008,867 |
| Growth | 63 | 11,881.27 | 19.73 | 26,065,492 |
| Income | 28 | 453.58 | 0.76 | 1,000,526 |
| Income Value | 13 | 349.39 | 0.58 | 766,832 |
| Yield | 15 | 104.18 | 0.18 | 233,694 |
| Index | 62 | 15,327.92 | 25.76 | 34,029,898 |
| Other | 305 | 20,828.47 | 34.61 | 45,720,951 |
| Broker Dealer | 41 | 2,190.01 | 3.65 | 4,815,828 |
| GARP | 123 | 14,358.32 | 23.85 | 31,512,539 |
| Hedge Fund | 129 | 4,017.91 | 6.67 | 8,816,360 |
| Specialty | 7 | 120.73 | 0.20 | 264,991 |
| VC Private Equity | 3 | 2.84 | 0.01 | 7,133 |
| Sector Specific | 2 | 138.67 | 0.23 | 304,100 |
| Value | 123 | 5,210.71 | 9.15 | 12,089,125 |
| Core Value | 102 | 2,815.81 | 5.18 | 6,836,991 |
| Deep Value | 21 | 2,394.90 | 3.98 | 5,252,134 |
Top Holders: Institutional Investor
| Holder | Shares Held | % O/S | Share Change | Filing Date |
|---|---|---|---|---|
| Capital World Investors | 16,434,253 | 12.44 | -370,754 | 9/30/25 |
| Fidelity Management & Research Company LLC | 15,905,254 | 12.04 | 854,664 | 9/30/25 |
| The Vanguard Group, Inc. | 13,505,822 | 10.22 | 267,083 | 9/30/25 |
| Capital Research Global Investors | 7,222,840 | 5.47 | 31,184 | 9/30/25 |
| BlackRock Institutional Trust Company, N.A. | 6,585,618 | 4.98 | 52,874 | 9/30/25 |
| JP Morgan Asset Management | 3,865,806 | 2.93 | 2,074,703 | 9/30/25 |
| State Street Investment Management (US) | 3,081,475 | 2.33 | -91,630 | 9/30/25 |
| Invesco Capital Management (QQQ Trust) | 2,964,335 | 2.24 | 2,964,335 | 12/31/25 |
| Baillie Gifford & Co. | 2,600,979 | 1.97 | -188,377 | 12/31/25 |
| Geode Capital Management, L.L.C. | 2,499,242 | 1.89 | 100,472 | 9/30/25 |
Top Holders: Mutual Funds
| Fund | Shares Held | % O/S | Share Change | Filing Date |
|---|---|---|---|---|
| American Funds Growth Fund of America | 9,935,107 | 7.52 | -245,968 | 9/30/25 |
| Vanguard Total Stock Market Index Fund | 4,156,167 | 3.15 | 39,324 | 12/31/25 |
| Invesco QQQ Trust | 2,964,335 | 2.24 | 2,964,335 | 12/31/25 |
| Vanguard Mid-Cap Index Fund | 2,876,375 | 2.18 | -13,852 | 12/31/25 |
| American Funds New Perspective Fund | 2,762,815 | 2.09 | -164,613 | 9/30/25 |
| American Funds AMCAP Fund | 2,401,920 | 1.82 | -- | 9/30/25 |
| Statens Pensjonsfond Utland | 2,023,635 | 1.53 | -406,391 | 6/30/25 |
| American Funds Insurance Series Growth Fund | 1,708,686 | 1.29 | 22,486 | 9/30/25 |
| American Funds Fundamental Investors Fund, Inc. | 1,604,154 | 1.21 | -- | 9/30/25 |
| American Funds New Economy Fund | 1,532,833 | 1.16 | -- | 9/30/25 |
* Insider values reflect direct beneficial ownership.
Minimum 15 minutes delayed. Source: LSEG
