Ownership Profile

Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 749 13,926.09 100.75 130,199,408
Mutual Fund 1,354 5,676.25 40.47 52,253,045
Insider 18 342.52 2.49 3,216,657

* Insider values reflect direct beneficial ownership.

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 319 946.64 6.85 8,848,772
Sellers 379 -1,058.85 7.75 -10,011,731
Net -112.21 0.90 -1,162,959

Concentration

Value ($MM) % O/S Shares
Total Inst. 14,268.77 103.23 133,416,153
Top 10 Inst. 7,085.46 51.24 66,225,422
Top 20 Inst. 9,128.42 65.95 85,226,538
Top 50 Inst. 11,503.85 83.19 107,510,558

Style

Holders Value ($MM) % Inst Shares Shares
Growth 180 2,798.23 20.25 26,168,362
Aggressive Growth 6 31.04 0.23 291,231
Core Growth 136 2,110.28 15.27 19,735,166
Growth 38 656.91 4.75 6,141,965
Income 39 200.23 1.45 1,877,470
Income Value 17 166.83 1.21 1,563,327
Yield 22 33.40 0.24 314,143
Index 57 5,606.47 40.51 52,360,177
Other 203 4,238.36 30.68 39,643,520
Broker Dealer 34 375.07 2.71 3,506,585
GARP 79 2,033.99 14.73 19,042,056
Hedge Fund 62 315.21 2.28 2,943,051
Specialty 13 94.88 0.69 886,793
Sector Specific 15 1,419.22 10.26 13,265,035
Value 118 803.58 5.85 7,554,967
Core Value 102 735.75 5.36 6,920,741
Deep Value 16 67.83 0.49 634,226

Location: Global Region

Holders % O/S Shares Share Value
North America 533 84.17 108,781,841 11,632,079,544
Europe 160 15.22 19,663,086 2,103,423,716
Asia / Pacific 65 3.80 4,916,769 528,813,718
Africa 6 0.02 26,014 2,680,114
Middle East 2 0.02 22,459 2,402,888
Latin America 1 -- 5,896 622,736

Copyright Refinitiv

* Insider values reflect direct beneficial ownership.