Ownership profile

Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 1,447 34,032.82 258.20 535,012,379
Mutual Fund 2,117 15,034.40 35.28 219,419,687
Insider 16 1,064.98 2.33 5,123,781

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 632 3,456.12 8.68 53,759,958
Sellers 588 -3,719.69 9.31 -57,692,542
Net -263.57 0.63 -3,932,584

Concentration

Value ($MM) % O/S Shares
Total Inst. 35,098.58 260.53 540,148,676
Top 10 Inst. 13,588.82 104.64 216,130,161
Top 20 Inst. 18,403.76 140.44 290,209,494
Top 50 Inst. 24,199.85 180.79 373,594,050

Style

Holders Value ($MM) % Inst Shares Shares
Growth 354 11,153.85 85.12 176,594,853
Aggressive Growth 22 1,191.50 9.17 18,948,234
Core Growth 254 7,155.35 54.41 113,168,298
Growth 78 2,807.00 21.53 44,478,321
Income 54 765.47 5.86 12,103,310
Income Value 24 473.49 3.63 7,493,293
Yield 30 291.98 2.23 4,610,017
Index 56 9,716.15 74.43 153,900,747
Other 331 6,498.41 49.37 102,106,149
Broker Dealer 38 729.49 5.61 11,598,948
GARP 175 4,187.62 31.85 65,894,709
Hedge Fund 100 1,262.04 9.62 19,900,806
Specialty 17 285.91 2.02 4,181,286
Sector Specific 1 33.35 0.26 530,400
Value 176 4,210.83 30.87 64,221,613
Core Value 148 3,911.67 28.63 59,497,384
Deep Value 28 299.16 2.24 4,724,229

Location: Global Region

Holders % O/S Shares Share Value
North America 1,065 206.09 426,506,930 27,629,706,198
Europe 304 48.89 102,130,209 6,713,031,063
Asia / Pacific 80 5.46 11,301,093 742,383,968
Africa 8 0.04 84,822 5,672,066
Latin America 3 0.04 85,500 5,433,787
Middle East 4 0.02 40,122 2,357,761

Top Holders

Holder Shares Held % O/S Share Change Filing Date
The Vanguard Group, Inc. 50,030,955 24.22 1,245,849 3/31/20
BlackRock Institutional Trust Company, N.A. 33,124,383 16.04 -823,758 3/31/20
State Street Global Advisors (US) 26,996,721 13.07 245,928 3/31/20
Wellington Management Company, LLP 19,212,654 9.30 5,822,223 3/31/20
Fidelity Management & Research Company 18,810,345 9.11 -5,387,430 3/31/20
Capital International Investors 15,496,323 7.50 2,122,371 3/31/20
Walter Scott & Partners Ltd. 13,965,435 6.76 909,642 3/31/20
Sands Capital Management, LLC 13,236,756 6.41 -4,971,921 3/31/20
AllianceBernstein L.P. 13,101,123 6.34 2,498,574 3/31/20
Capital Research Global Investors 12,155,466 5.88 -1,862,781 3/31/20

Top Holders: Mutual Funds

Fund Shares Held % O/S Share Change Filing Date
Vanguard Total Stock Market Index Fund 18,345,789 2.96 320,343 3/31/20
Vanguard 500 Index Fund 12,804,765 2.07 -72,372 4/30/20
American Funds Growth Fund of America 11,348,571 1.83 -32,835 3/31/20
Statens Pensjonsfond Utland 10,354,746 1.67 -390,054 12/31/19
Vanguard Health Care Fund 8,411,145 1.36 5,282,400 3/31/20
Fidelity Contrafund 7,978,491 1.29 -718,299 4/30/20
SPDR S&P 500 ETF 6,700,272 1.08 -135,375 4/30/20
American Funds AMCAP Fund 6,630,804 1.07 -470,748 3/31/20
US Bank Vanguard Institutional 500 Index Trust 5,539,710 0.89 4,500 4/30/20
Fidelity 500 Index Fund 5,519,199 0.89 33,690 4/30/20

* Insider values reflect direct beneficial ownership.

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