Ownership Profile
Shareholder Breakdown
| Shareholder | Holders | Value ($MM) | % O/S | Shares |
|---|---|---|---|---|
| Institution | 1,255 | 53,343.26 | 101.17 | 134,994,978 |
| Mutual Fund | 1,819 | 26,216.53 | 54.02 | 71,551,831 |
| Insider | 18 | 78.65 | 0.17 | 231,235 |
Institutional Shareholder Rotation
| Shareholder | Holders | Value Chg ($MM) | % O/S | Share Change |
|---|---|---|---|---|
| Buyers | 618 | 3,683.35 | 6.94 | 9,265,659 |
| Sellers | 603 | -4,851.06 | 9.10 | -12,145,198 |
| Net | -1,167.71 | 2.16 | -2,879,539 |
Institutional Shareholder Concentration
| Concentration | Value ($MM) | % O/S | Shares |
|---|---|---|---|
| Total Inst. | 53,419.76 | 101.34 | 135,221,743 |
| Top 10 Inst. | 29,226.84 | 55.44 | 73,968,086 |
| Top 20 Inst. | 35,787.44 | 67.80 | 90,466,521 |
| Top 50 Inst. | 42,806.46 | 81.03 | 108,117,759 |
Institutional Shareholder Style
| Style | Holders | Value ($MM) | % Inst Shares | Shares |
|---|---|---|---|---|
| Growth | 245 | 15,383.83 | 29.08 | 38,803,007 |
| Aggressive Growth | 12 | 362.84 | 0.68 | 900,697 |
| Core Growth | 172 | 5,007.59 | 9.53 | 12,714,021 |
| Growth | 61 | 10,013.40 | 18.88 | 25,188,289 |
| Income | 30 | 434.94 | 0.83 | 1,105,976 |
| Income Value | 13 | 341.00 | 0.65 | 862,888 |
| Yield | 17 | 93.94 | 0.18 | 243,088 |
| Index | 65 | 14,144.51 | 27.04 | 36,084,391 |
| Other | 284 | 17,268.78 | 32.59 | 43,487,516 |
| Broker Dealer | 42 | 1,415.99 | 2.66 | 3,555,296 |
| GARP | 122 | 12,201.32 | 23.05 | 30,753,667 |
| Hedge Fund | 109 | 3,431.93 | 6.46 | 8,625,478 |
| 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 | 131 | 4,751.09 | 8.98 | 11,983,590 |
| Core Value | 110 | 2,879.29 | 5.45 | 7,271,508 |
| Deep Value | 21 | 1,871.80 | 3.53 | 4,712,082 |
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. | 13,492,681 | 10.11 | -13,141 | 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 | 4,177,779 | 3.13 | 12,573 | 2/28/26 |
| Vanguard Mid-Cap Index Fund | 2,871,436 | 2.15 | 9,989 | 2/28/26 |
| 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
