Ownership Profile

Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 822 17,661.15 98.88 132,226,259
Mutual Fund 1,558 7,499.23 41.14 54,669,326
Insider 18 424.14 2.15 2,871,335

* Insider values reflect direct beneficial ownership.

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 408 1,263.94 7.09 9,482,564
Sellers 362 -918.39 5.15 -6,888,895
Net 345.55 1.94 2,593,669

Concentration

Value ($MM) % O/S Shares
Total Inst. 18,085.28 101.02 135,097,594
Top 10 Inst. 8,616.22 48.61 65,003,551
Top 20 Inst. 10,904.09 61.05 81,643,869
Top 50 Inst. 14,024.56 78.77 105,339,417

Style

Holders Value ($MM) % Inst Shares Shares
Growth 198 3,062.95 17.09 22,856,124
Aggressive Growth 7 44.83 0.25 338,181
Core Growth 145 2,428.09 13.56 18,134,171
Growth 46 590.03 3.28 4,383,772
Income 36 268.06 1.49 1,998,295
Income Value 16 198.64 1.12 1,496,150
Yield 20 69.43 0.38 502,145
Index 68 7,194.81 40.46 54,100,928
Other 211 5,405.15 30.19 40,369,347
Broker Dealer 32 408.13 2.30 3,078,008
GARP 92 2,392.64 13.20 17,657,718
Hedge Fund 61 248.06 1.40 1,869,940
Specialty 11 186.27 1.03 1,376,787
Sector Specific 15 2,170.04 12.25 16,386,894
Value 116 1,256.75 7.10 9,489,722
Core Value 99 1,155.25 6.53 8,738,473
Deep Value 17 101.50 0.56 751,249

Location: Global Region

Holders % O/S Shares Share Value
North America 571 83.43 111,570,446 14,886,639,023
Europe 179 13.18 17,619,982 2,410,467,422
Asia / Pacific 80 4.39 5,871,224 783,542,117
Africa 8 0.02 30,016 4,009,763
Latin America 2 -- 5,926 626,211

Copyright Refinitiv

* Insider values reflect direct beneficial ownership.