Ownership Profile
Shareholder Breakdown
| Shareholder | Holders | Value ($MM) | % O/S | Shares |
|---|---|---|---|---|
| Institution | 1,250 | 53,445.50 | 101.86 | 135,100,734 |
| Mutual Fund | 1,738 | 26,986.53 | 55.03 | 72,821,242 |
| Insider | 18 | 179.81 | 0.45 | 594,944 |
Institutional Shareholder Rotation
| Shareholder | Holders | Value Chg ($MM) | % O/S | Share Change |
|---|---|---|---|---|
| Buyers | 616 | 3,708.78 | 7.03 | 9,321,174 |
| Sellers | 570 | -4,861.68 | 9.17 | -12,155,931 |
| Net | -1,152.91 | 2.14 | -2,834,757 |
Institutional Shareholder Concentration
| Concentration | Value ($MM) | % O/S | Shares |
|---|---|---|---|
| Total Inst. | 53,624.98 | 102.31 | 135,694,868 |
| Top 10 Inst. | 29,275.38 | 55.84 | 74,052,251 |
| Top 20 Inst. | 35,835.98 | 68.28 | 90,550,686 |
| Top 50 Inst. | 42,855.00 | 81.59 | 108,201,924 |
Institutional Shareholder Style
| Style | Holders | Value ($MM) | % Inst Shares | Shares |
|---|---|---|---|---|
| Growth | 240 | 15,350.94 | 29.16 | 38,667,689 |
| Aggressive Growth | 12 | 362.90 | 0.68 | 900,794 |
| Core Growth | 168 | 4,977.02 | 9.49 | 12,587,697 |
| 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 | 14,192.06 | 27.27 | 36,162,152 |
| Other | 284 | 17,271.08 | 32.79 | 43,486,706 |
| Broker Dealer | 42 | 1,415.99 | 2.68 | 3,555,296 |
| GARP | 120 | 12,202.18 | 23.19 | 30,750,025 |
| 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 | 4,755.86 | 9.03 | 11,981,035 |
| Core Value | 108 | 2,882.12 | 5.48 | 7,269,439 |
| 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 |
| JPMorgan Large Cap Growth Fund | 2,036,592 | 1.54 | 645,483 | 1/31/26 |
| 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 |
* Insider values reflect direct beneficial ownership.
Minimum 15 minutes delayed. Source: LSEG
