Institutional Ownership
Shareholders
| Shareholder | Holders | Value ($MM) | % O/S | Shares |
|---|---|---|---|---|
| Institution | 203 | 177.43 | 36.63 | 88,943,687 |
| Mutual Fund | 86 | 54.94 | 12.07 | 29,265,769 |
| Insider | 17 | 20.36 | 4.19 | 10,181,227 |
Rotation
| Shareholder | Holders | Value Chg ($MM) | % O/S | Share Change |
|---|---|---|---|---|
| Buyers | 88 | 25.12 | 5.17 | 12,555,829 |
| Sellers | 90 | -20.81 | 4.26 | -10,342,995 |
| Net | 4.31 | 0.91 | 2,212,834 |
Concentration
| Concentration | Value ($MM) | % O/S | Shares |
|---|---|---|---|
| Total Inst. | 197.80 | 40.82 | 99,124,914 |
| Top 10 Inst. | 140.33 | 28.93 | 70,240,555 |
| Top 20 Inst. | 163.14 | 33.48 | 81,298,456 |
| Top 50 Inst. | 184.91 | 38.04 | 92,379,492 |
Style
| Style | Holders | Value ($MM) | % Inst Shares | Shares |
|---|---|---|---|---|
| Growth | 34 | 11.06 | 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 | 55,344,498 |
| Other | 64 | 44.03 | 9.13 | 22,165,748 |
| Broker Dealer | 25 | 24.38 | 5.02 | 12,193,100 |
| GARP | 16 | 13.34 | 2.75 | 6,687,672 |
| Hedge Fund | 21 | 6.12 | 1.32 | 3,194,043 |
| Specialty | -- | -- | ||
| VC Private Equity | 1 | 0.16 | 0.03 | 82,023 |
| Sector Specific | 1 | 0.02 | -- | 8,910 |
| Value | 27 | 6.76 | 1.41 | 3,432,965 |
| Core Value | 18 | 4.29 | 0.90 | 2,191,049 |
| Deep Value | 9 | 2.46 | 0.51 | 1,241,916 |
Location: Global Region
| Location | Holders | % O/S | Shares | Share Value |
|---|---|---|---|---|
| North America | 194 | 39.03 | 94,775,774 | 189,683,038 |
| Europe | 20 | 1.61 | 3,898,795 | 7,222,020 |
| Asia / Pacific | 6 | 0.19 | 450,345 | 887,098 |
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 | 5,755,297 | 2.37 | 144,832 | 3/31/26 |
| State Street SPDR S&P Oil & Gas Expl & Prod ETF | 4,831,020 | 1.99 | 366,827 | 2/28/26 |
| Vanguard Energy Index Fund | 3,241,323 | 1.33 | 884,111 | 2/28/26 |
| Invesco WilderHill Clean Energy ETF | 2,899,605 | 1.19 | -1,393,871 | 3/31/26 |
| Vanguard Extended Market Index Fund | 2,622,781 | 1.08 | 37,261 | 2/28/26 |
| Fidelity Small Cap Index Fund | 2,243,463 | 0.92 | -26,401 | 1/31/26 |
| Nuveen Quant Small-Cap Equity Fund | 2,091,930 | 0.86 | -539,700 | 1/31/26 |
| iShares Russell 2000 Value ETF | 2,017,227 | 0.83 | 9,210 | 3/31/26 |
| Fidelity Extended Market Index Fund | 1,243,471 | 0.51 | -4,509 | 2/28/26 |
* Insider values reflect direct beneficial ownership.
Source: LSEG