Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 1,729 46,148.86 101.28 104,243,460
Mutual Fund 2,099 13,350.82 32.23 33,848,518
Insider 13 145.91 0.35 364,594

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 653 6,201.35 13.53 13,925,075
Sellers 633 -5,631.56 12.29 -12,649,639
Net 569.79 1.24 1,275,436

Concentration

Concentration Value ($MM) % O/S Shares
Total Inst. 46,301.62 101.65 104,623,444
Top 10 Inst. 17,883.70 39.51 40,666,780
Top 20 Inst. 23,242.38 51.21 52,705,238
Top 50 Inst. 30,948.36 68.03 70,016,995

Style

Style Holders Value ($MM) % Inst Shares Shares
Growth 324 8,766.92 19.10 19,662,997
Aggressive Growth 14 475.82 1.03 1,064,743
Core Growth 224 7,132.25 15.48 15,934,720
Growth 86 1,158.85 2.59 2,663,534
Income 52 950.27 2.08 2,140,453
Income Value 25 828.25 1.82 1,868,206
Yield 27 122.02 0.26 272,247
Index 74 16,657.83 36.89 37,970,633
Other 338 11,505.16 25.11 25,843,106
Broker Dealer 44 1,718.14 3.74 3,853,844
GARP 156 5,285.08 11.56 11,894,933
Hedge Fund 122 4,267.92 9.29 9,567,335
Specialty 13 230.99 0.51 520,210
VC Private Equity 3 3.02 0.01 6,784
Value 175 5,517.19 12.08 12,436,361
Core Value 149 4,830.04 10.57 10,881,008
Deep Value 26 687.16 1.51 1,555,353

Location: Global Region

Location Holders % O/S Shares Share Value
North America 1,295 79.31 81,636,321 36,125,446,695
Europe 315 18.99 19,541,216 8,657,689,249
Asia / Pacific 121 3.32 3,412,010 1,502,814,570
Middle East 4 0.02 18,034 8,772,815
Africa 7 0.01 13,367 5,784,329

Top Holders

Holder Shares Held % O/S Share Change Filing Date
The Vanguard Group, Inc. 12,425,245 12.07 1,382,598 12/31/25
BlackRock Institutional Trust Company, N.A. 6,319,601 6.14 91,590 12/31/25
State Street Investment Management (US) 5,092,005 4.95 105,250 12/31/25
The WindAcre Partnership LLC 3,096,100 3.01 3,096,100 12/31/25
Geode Capital Management, L.L.C. 2,641,573 2.57 22,335 12/31/25
Norges Bank Investment Management (NBIM) 2,500,108 2.43 621,769 12/31/25
Principal Global Investors (Equity) 2,348,526 2.28 -204,883 12/31/25
Invesco Capital Management (QQQ Trust) 2,288,329 2.22 -56,489 2/28/26
Morgan Stanley Investment Management Ltd. (UK) 1,985,699 1.93 -581,531 12/31/25
JP Morgan Asset Management 1,969,594 1.91 1,373,645 12/31/25

Top Holders: Mutual Funds

Fund Shares Held % O/S Share Change Filing Date
Vanguard Total Stock Market Index Fund 3,403,172 3.31 19,228 2/28/26
Vanguard 500 Index Fund 2,768,677 2.69 26,419 2/28/26
Invesco QQQ Trust 2,288,329 2.22 -56,489 2/28/26
Statens Pensjonsfond Utland 2,242,666 2.18 327,531 12/31/25
iShares Core S&P 500 ETF 1,372,127 1.33 -13,104 2/28/26
Fidelity 500 Index Fund 1,367,558 1.33 6,340 1/31/26
State Street SPDR S&P 500 ETF Trust 1,274,355 1.24 -9,576 2/28/26
Vanguard Mid-Cap Index Fund 1,169,728 1.14 4,035 2/28/26
Akre Focus ETF 1,120,874 1.09 37,324 2/28/26
Vanguard Value Index Fund 1,002,382 0.97 12,005 2/28/26

* Insider values reflect direct beneficial ownership.

Source: LSEG