Institutional Ownership
Shareholders
| Shareholder | Holders | Value ($MM) | % O/S | Shares |
|---|---|---|---|---|
| Institution | 203 | 177.89 | 36.73 | 89,184,051 |
| Mutual Fund | 90 | 57.05 | 12.39 | 30,037,986 |
| Insider | 17 | 20.04 | 4.25 | 10,311,024 |
Rotation
| Shareholder | Holders | Value Chg ($MM) | % O/S | Share Change |
|---|---|---|---|---|
| Buyers | 89 | 24.95 | 5.14 | 12,470,068 |
| Sellers | 89 | -19.32 | 3.97 | -9,639,034 |
| Net | 5.62 | 1.17 | 2,831,034 |
Concentration
| Concentration | Value ($MM) | % O/S | Shares |
|---|---|---|---|
| Total Inst. | 197.93 | 40.97 | 99,495,075 |
| Top 10 Inst. | 140.33 | 28.93 | 70,240,555 |
| Top 20 Inst. | 162.89 | 33.53 | 81,428,253 |
| Top 50 Inst. | 185.08 | 38.20 | 92,750,788 |
Style
| Style | Holders | Value ($MM) | % Inst Shares | Shares |
|---|---|---|---|---|
| Growth | 34 | 11.07 | 2.28 | 5,539,418 |
| Aggressive Growth | 2 | 0.63 | 0.13 | 322,031 |
| Core Growth | 24 | 9.76 | 2.01 | 4,880,634 |
| Growth | 8 | 0.67 | 0.14 | 336,753 |
| Income | 5 | 1.12 | 0.23 | 567,953 |
| Income Value | 3 | 1.02 | 0.21 | 512,037 |
| Yield | 2 | 0.09 | 0.02 | 55,916 |
| Index | 22 | 110.69 | 22.79 | 55,345,715 |
| Other | 64 | 44.00 | 9.13 | 22,163,490 |
| Broker Dealer | 25 | 24.38 | 5.02 | 12,193,100 |
| GARP | 16 | 13.33 | 2.75 | 6,685,275 |
| Hedge Fund | 21 | 6.11 | 1.32 | 3,194,043 |
| Specialty | -- | -- | ||
| VC Private Equity | 1 | 0.16 | 0.03 | 82,023 |
| Sector Specific | 1 | 0.02 | -- | 9,049 |
| Value | 28 | 8.11 | 1.69 | 4,109,370 |
| Core Value | 19 | 5.65 | 1.18 | 2,867,454 |
| Deep Value | 9 | 2.46 | 0.51 | 1,241,916 |
Location: Global Region
| Location | Holders | % O/S | Shares | Share Value |
|---|---|---|---|---|
| North America | 194 | 39.18 | 95,145,164 | 189,820,098 |
| Europe | 20 | 1.61 | 3,898,795 | 7,222,020 |
| Asia / Pacific | 6 | 0.19 | 451,116 | 889,600 |
Top Holders
| Holder | Shares Held | % O/S | Share Change | Filing Date |
|---|---|---|---|---|
| BlackRock Institutional Trust Company, N.A. | 15,842,735 | 6.52 | 71,603 | 12/31/25 |
| The Vanguard Group, Inc. | 15,645,461 | 6.44 | 160,764 | 12/31/25 |
| State Street Investment Management (US) | 8,424,375 | 3.47 | 944,287 | 12/31/25 |
| Invesco Capital Management LLC | 5,754,942 | 2.37 | 1,722,321 | 12/31/25 |
| Geode Capital Management, L.L.C. | 5,662,046 | 2.33 | -4,028 | 12/31/25 |
| UBS Financial Services, Inc. | 5,138,881 | 2.12 | -1,857,890 | 12/31/25 |
| Nuveen LLC | 4,121,555 | 1.70 | 2,213,661 | 12/31/25 |
| Gruber (Patrick R) | 3,867,523 | 1.59 | -1,642 | 9/4/25 |
| First Bank & Trust | 3,064,948 | 1.26 | -- | 12/31/25 |
| Goldman Sachs & Company, Inc. | 2,718,089 | 1.12 | 1,656,924 | 12/31/25 |
Top Holders: Mutual Funds
| Fund | Shares Held | % O/S | Share Change | Filing Date |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 7,217,382 | 2.97 | -- | 2/28/26 |
| iShares Russell 2000 ETF | 5,610,465 | 2.31 | -40,672 | 2/28/26 |
| State Street SPDR S&P Oil & Gas Expl & Prod ETF | 4,831,020 | 1.99 | 366,827 | 2/28/26 |
| Invesco WilderHill Clean Energy ETF | 4,293,476 | 1.77 | -901,915 | 2/28/26 |
| Vanguard Energy Index Fund | 3,241,323 | 1.33 | 884,111 | 2/28/26 |
| Vanguard Extended Market Index Fund | 2,622,781 | 1.08 | 37,261 | 2/28/26 |
| Fidelity Small Cap Index Fund | 2,269,864 | 0.93 | -63,061 | 12/31/25 |
| Nuveen Quant Small-Cap Equity Fund | 2,091,930 | 0.86 | -539,700 | 1/31/26 |
| iShares Russell 2000 Value ETF | 2,008,017 | 0.83 | 99,221 | 2/28/26 |
| Fidelity Extended Market Index Fund | 1,247,980 | 0.51 | -5,181 | 1/31/26 |
* Insider values reflect direct beneficial ownership.
Source: LSEG