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Stock Information

Institutional Ownership

Shareholders
Shareholder Holders Value ($MM) % O/S Shares
Institution 750 5,814.92 97.68 134,300,948
Mutual Fund 1,234 1,969.07 30.34 41,767,203
Insider 32 211.60 2.88 3,964,002

Shareholders

Institution
Holders:
750
Value ($MM):
5,814.92
% O/S:
97.68
Shares:
134,300,948
Mutual Fund
Holders:
1,234
Value ($MM):
1,969.07
% O/S:
30.34
Shares:
41,767,203
Insider
Holders:
32
Value ($MM):
211.60
% O/S:
2.88
Shares:
3,964,002
Rotation
Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 328 579.25 9.75 13,398,170
Sellers 525 -1,056.59 17.93 -24,648,184
Net -477.34 8.18 -11,250,014

Rotation

Buyers
Holders:
328
Value ($MM):
579.25
% O/S:
9.75
Shares Change:
13,398,170
Sellers
Holders:
525
Value ($MM):
-1,056.59
% O/S:
17.93
Shares Change:
-24,648,184
Net
Holders:
Value ($MM):
-477.34
% O/S:
8.18
Shares Change:
-11,250,014
Concentration
Value ($MM) % O/S Shares
Top 10 Inst. 3,008.77 50.68 69,679,778
Top 20 Inst. 3,935.18 65.87 90,553,228
Top 50 Inst. 4,851.16 81.17 111,593,918
Total Inst. 6,026.53 100.57 138,264,950

Concentration

Top 10 Inst.:
Value ($MM):
3,008.77
% O/S:
50.68
Shares:
69,679,778
Top 20 Inst.:
Value ($MM):
3,935.18
% O/S:
65.87
Shares:
90,553,228
Top 50 Inst.:
Value ($MM):
4,851.16
% O/S:
81.17
Shares:
111,593,918
Total Inst.:
Value ($MM):
6,026.53
% O/S:
100.57
Shares:
138,264,950
Style
Style Holders Value ($MM) Inst Shares: Shares
Growth 116 497.17 8.28 11,388,915
Aggressive Growth 3 41.84 0.70 968,945
Core Growth 82 367.83 6.11 8,396,296
Growth 31 87.50 1.47 2,023,674
Income 21 44.18 0.74 1,022,575
Income Value 9 25.84 0.44 598,395
Yield 12 18.35 0.31 424,180
Index 47 1,884.75 31.74 43,632,203
Other 170 2,423.50 40.70 55,949,969
Broker Dealer 33 535.33 9.01 12,385,080
GARP 60 815.78 13.74 18,886,925
Hedge Fund 69 948.80 15.87 21,815,870
Specialty 6 25.48 0.43 590,174
VC Private Equity 2 98.10 1.65 2,271,920
Value 88 604.74 10.16 13,974,458
Core Value 71 367.48 6.17 8,487,334
Deep Value 17 237.25 3.99 5,487,124

Style

Growth
Holders:
116
Value ($MM):
497.17
Inst Shares:
8.28
Shares:
11,388,915
Aggressive Growth
Holders:
3
Value ($MM):
41.84
Inst Shares:
0.70
Shares:
968,945
Core Growth
Holders:
82
Value ($MM):
367.83
Inst Shares:
6.11
Shares:
8,396,296
Growth
Holders:
31
Value ($MM):
87.50
Inst Shares:
1.47
Shares:
2,023,674
Income
Holders:
21
Value ($MM):
44.18
Inst Shares:
0.74
Shares:
1,022,575
Income Value
Holders:
9
Value ($MM):
25.84
Inst Shares:
0.44
Shares:
598,395
Yield
Holders:
12
Value ($MM):
18.35
Inst Shares:
0.31
Shares:
424,180
Index
Holders:
47
Value ($MM):
1,884.75
Inst Shares:
31.74
Shares:
43,632,203
Other
Holders:
170
Value ($MM):
2,423.50
Inst Shares:
40.70
Shares:
55,949,969
Broker Dealer
Holders:
33
Value ($MM):
535.33
Inst Shares:
9.01
Shares:
12,385,080
GARP
Holders:
60
Value ($MM):
815.78
Inst Shares:
13.74
Shares:
18,886,925
Hedge Fund
Holders:
69
Value ($MM):
948.80
Inst Shares:
15.87
Shares:
21,815,870
Specialty
Holders:
6
Value ($MM):
25.48
Inst Shares:
0.43
Shares:
590,174
VC Private Equity
Holders:
2
Value ($MM):
98.10
Inst Shares:
1.65
Shares:
2,271,920
Value
Holders:
88
Value ($MM):
604.74
Inst Shares:
10.16
Shares:
13,974,458
Core Value
Holders:
71
Value ($MM):
367.48
Inst Shares:
6.17
Shares:
8,487,334
Deep Value
Holders:
17
Value ($MM):
237.25
Inst Shares:
3.99
Shares:
5,487,124
Location: Global Region
Holders % O/S Shares Share Value
North America 647 90.43 124,325,544 5,412,912,125
Europe 100 9.48 13,033,279 566,985,377
Asia / Pacific 34 0.66 904,885 46,576,660
Africa 1 -- 1,242 52,027

Location: Global Region

North America
Holders:
647
% O/S:
90.43
Shares:
124,325,544
Share Value:
5,412,912,125
Europe
Holders:
100
% O/S:
9.48
Shares:
13,033,279
Share Value:
566,985,377
Asia / Pacific
Holders:
34
% O/S:
0.66
Shares:
904,885
Share Value:
46,576,660
Africa
Holders:
1
% O/S:
--
Shares:
1,242
Share Value:
52,027
Top Holders
Holder Shares Held % O/S Share Change Filing Date
BlackRock Institutional Trust Company, N.A. 15,414,209 11.21 -184,922 6/30/26
T. Rowe Price Associates, Inc. 9,005,595 6.55 -308,326 6/30/26
Vanguard Portfolio Management, LLC 8,039,041 5.85 -132,347 6/30/26
J.P. Morgan Securities LLC 6,730,999 4.90 -258,089 6/30/26
Vanguard Capital Management, LLC 5,995,487 4.36 -244,371 6/30/26
Starboard Value LP 5,733,982 4.17 -381,000 6/30/26
JANA Partners LLC 5,394,635 3.92 -- 6/30/26
AQR Capital Management, LLC 4,927,106 3.58 2,830,882 6/30/26
State Street Investment Management (US) 4,869,644 3.54 294,120 6/30/26
Continental Grain Company 3,569,080 2.60 935,000 6/30/26

Top Holders

BlackRock Institutional Trust Company, N.A.
Shares Held:
15,414,209
% O/S:
11.21
Share Change:
-184,922
Filing Date:
6/30/26
T. Rowe Price Associates, Inc.
Shares Held:
9,005,595
% O/S:
6.55
Share Change:
-308,326
Filing Date:
6/30/26
Vanguard Portfolio Management, LLC
Shares Held:
8,039,041
% O/S:
5.85
Share Change:
-132,347
Filing Date:
6/30/26
J.P. Morgan Securities LLC
Shares Held:
6,730,999
% O/S:
4.90
Share Change:
-258,089
Filing Date:
6/30/26
Vanguard Capital Management, LLC
Shares Held:
5,995,487
% O/S:
4.36
Share Change:
-244,371
Filing Date:
6/30/26
Starboard Value LP
Shares Held:
5,733,982
% O/S:
4.17
Share Change:
-381,000
Filing Date:
6/30/26
JANA Partners LLC
Shares Held:
5,394,635
% O/S:
3.92
Share Change:
--
Filing Date:
6/30/26
AQR Capital Management, LLC
Shares Held:
4,927,106
% O/S:
3.58
Share Change:
2,830,882
Filing Date:
6/30/26
State Street Investment Management (US)
Shares Held:
4,869,644
% O/S:
3.54
Share Change:
294,120
Filing Date:
6/30/26
Continental Grain Company
Shares Held:
3,569,080
% O/S:
2.60
Share Change:
935,000
Filing Date:
6/30/26
Top Holders: Mutual Funds
Fund Shares Held % O/S Share Change Filing Date
iShares Core S&P Small-Cap ETF 8,409,756 6.12 91,647 7/31/26
T. Rowe Price Mid-Cap Value Fund 4,602,298 3.35 -82,744 6/30/26
Vanguard Total Stock Market Index Fund 4,179,438 3.04 13,749 7/31/26
Vanguard Small-Cap Index Fund 3,015,578 2.19 11,810 7/31/26
Statens Pensjonsfond Utland 2,523,580 1.84 -491,065 6/30/26
Vanguard Small-Cap Value Index Fund 1,915,169 1.39 9,235 7/31/26
Vanguard Extended Market Index Fund 1,590,606 1.16 7,322 7/31/26
BlackRock Systematic Multi-Strategy Fund 1,314,559 0.96 -118,948 2/28/26
State Street SPDR Portfolio S&P 600 Small Cap ETF 1,308,012 0.95 41,744 7/31/26
iShares S&P Small-Cap 600 Value ETF 1,225,992 0.89 37,371 7/31/26

Top Holders: Mutual Funds

iShares Core S&P Small-Cap ETF
Shares Held:
8,409,756
% O/S:
6.12
Share Change:
91,647
Filing Date:
7/31/26
T. Rowe Price Mid-Cap Value Fund
Shares Held:
4,602,298
% O/S:
3.35
Share Change:
-82,744
Filing Date:
6/30/26
Vanguard Total Stock Market Index Fund
Shares Held:
4,179,438
% O/S:
3.04
Share Change:
13,749
Filing Date:
7/31/26
Vanguard Small-Cap Index Fund
Shares Held:
3,015,578
% O/S:
2.19
Share Change:
11,810
Filing Date:
7/31/26
Statens Pensjonsfond Utland
Shares Held:
2,523,580
% O/S:
1.84
Share Change:
-491,065
Filing Date:
6/30/26
Vanguard Small-Cap Value Index Fund
Shares Held:
1,915,169
% O/S:
1.39
Share Change:
9,235
Filing Date:
7/31/26
Vanguard Extended Market Index Fund
Shares Held:
1,590,606
% O/S:
1.16
Share Change:
7,322
Filing Date:
7/31/26
BlackRock Systematic Multi-Strategy Fund
Shares Held:
1,314,559
% O/S:
0.96
Share Change:
-118,948
Filing Date:
2/28/26
State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares Held:
1,308,012
% O/S:
0.95
Share Change:
41,744
Filing Date:
7/31/26
iShares S&P Small-Cap 600 Value ETF
Shares Held:
1,225,992
% O/S:
0.89
Share Change:
37,371
Filing Date:
7/31/26

* Insider values reflect direct beneficial ownership.

Source: LSEG