Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 1,564 37,507.39 106.28 105,107,091
Mutual Fund 2,213 13,849.78 39.18 39,303,516
Insider 13 139.24 0.37 367,688

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 582 9,003.34 25.75 25,463,973
Sellers 634 -4,801.39 13.76 -13,610,991
Net 4,201.95 11.98 11,852,982

Concentration

Concentration Value ($MM) % O/S Shares
Total Inst. 37,652.16 106.66 105,490,379
Top 10 Inst. 16,944.85 47.77 47,240,895
Top 20 Inst. 21,318.28 60.31 59,650,304
Top 50 Inst. 26,824.26 76.05 75,210,097

Style

Style Holders Value ($MM) % Inst Shares Shares
Growth 290 4,874.07 13.76 13,603,685
Aggressive Growth 11 310.96 0.88 869,357
Core Growth 200 3,723.82 10.47 10,352,428
Growth 79 839.29 2.41 2,381,900
Income 45 452.72 1.29 1,280,066
Income Value 22 391.44 1.12 1,108,785
Yield 23 61.28 0.17 171,281
Index 74 14,298.01 40.88 40,433,122
Other 312 9,412.21 26.92 26,626,147
Broker Dealer 42 1,574.39 4.52 4,467,286
GARP 151 2,975.51 8.53 8,441,494
Hedge Fund 105 4,692.71 13.38 13,233,148
Specialty 11 159.69 0.46 455,922
VC Private Equity 2 7.46 0.02 21,092
Sector Specific 1 2.44 0.01 7,205
Value 164 6,879.92 18.95 18,739,838
Core Value 141 5,042.58 13.68 13,532,409
Deep Value 23 1,837.34 5.27 5,207,429

Location: Global Region

Location Holders % O/S Shares Share Value
North America 1,158 89.44 88,461,837 31,284,503,131
Europe 292 14.94 14,775,896 5,559,773,307
Asia / Pacific 117 2.24 2,214,509 791,553,964
Middle East 4 0.02 24,636 10,621,688
Africa 7 0.01 13,501 5,706,273

Top Holders

Holder Shares Held % O/S Share Change Filing Date
The WindAcre Partnership LLC 7,498,000 7.58 4,401,900 3/31/26
Vanguard Capital Management, LLC 6,808,132 6.88 -160,854 3/31/26
BlackRock Institutional Trust Company, N.A. 6,521,145 6.59 201,544 3/31/26
Vanguard Portfolio Management, LLC 5,808,518 5.87 5,808,518 3/31/26
State Street Investment Management (US) 5,137,848 5.19 45,843 3/31/26
Invesco Capital Management LLC 4,154,965 4.20 74,070 3/31/26
Dodge & Cox 3,343,694 3.38 3,343,694 3/31/26
Geode Capital Management, L.L.C. 2,801,416 2.83 159,843 3/31/26
Wellington Management Company, LLP 2,667,069 2.70 2,060,245 3/31/26
Norges Bank Investment Management (NBIM) 2,500,108 2.53 621,769 12/31/25

Top Holders: Mutual Funds

Fund Shares Held % O/S Share Change Filing Date
Dodge & Cox Stock Fund 4,586,100 4.64 2,322,447 6/30/26
Vanguard Total Stock Market Index Fund 3,204,264 3.24 -70,963 6/30/26
Vanguard 500 Index Fund 2,618,519 2.65 -172,380 6/30/26
Statens Pensjonsfond Utland 2,242,666 2.27 327,531 12/31/25
Vanguard Mid-Cap Index Fund 2,187,054 2.21 -45,997 6/30/26
Invesco QQQ Trust 2,142,193 2.17 -93,541 6/30/26
iShares Core S&P 500 ETF 1,359,750 1.37 -28,851 7/31/26
Fidelity 500 Index Fund 1,294,593 1.31 -69,570 6/30/26
State Street SPDR S&P 500 ETF Trust 1,245,543 1.26 22,794 7/31/26
Vanguard Equity Income Fund 1,107,461 1.12 1,107,461 3/31/26

* Insider values reflect direct beneficial ownership.

Source: LSEG