Ownership profile

Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 1,618 44,934.01 85.98 534,504,626
Mutual Fund 2,530 19,763.48 35.35 220,250,475
Insider 17 462.55 0.75 4,659,899

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 687 2,643.41 5.07 31,519,361
Sellers 487 -2,835.65 5.44 -33,788,338
Net -192.23 0.37 -2,268,977

Concentration

Value ($MM) % O/S Shares
Total Inst. 45,396.84 86.73 539,167,776
Top 10 Inst. 17,705.25 34.05 211,684,053
Top 20 Inst. 23,253.78 44.61 277,336,371
Top 50 Inst. 30,718.00 58.81 365,558,115

Style

Holders Value ($MM) % Inst Shares Shares
Growth 372 16,577.53 31.76 197,449,498
Aggressive Growth 20 1,894.89 3.64 22,602,706
Core Growth 270 10,910.15 20.88 129,791,091
Growth 82 3,772.49 7.25 45,055,701
Income 56 1,044.93 1.99 12,383,114
Income Value 24 617.91 1.17 7,293,789
Yield 32 427.02 0.82 5,089,325
Index 67 12,661.02 24.29 150,993,059
Other 344 7,269.85 13.96 86,774,718
Broker Dealer 43 1,344.46 2.59 16,074,415
GARP 192 4,416.81 8.47 52,659,694
Hedge Fund 92 967.37 1.86 11,564,521
Specialty 16 447.00 0.86 5,349,688
VC Private Equity -- -- -- --
Sector Specific 1 94.21 0.18 1,126,400
Value 197 5,037.64 9.53 59,265,769
Core Value 167 4,718.51 8.92 55,474,387
Deep Value 30 319.13 0.61 3,791,382

Location: Global Region

Holders % O/S Shares Share Value
North America 1,169 64.87 403,277,061 33,817,486,304
Europe 357 19.40 120,592,309 10,286,488,942
Asia / Pacific 98 2.43 15,090,150 1,274,664,530
Africa 7 0.03 189,310 16,587,753
Middle East 3 -- 16,755 1,401,388
Latin America 2 -- 2,191 206,635

Top Holders

Holder Shares Held % O/S Share Change Filing Date
The Vanguard Group, Inc. 48,468,576 7.80 120,891 3/31/21
BlackRock Institutional Trust Company, N.A. 31,850,980 5.12 -1,488,196 3/31/21
State Street Global Advisors (US) 25,726,891 4.14 -134,815 3/31/21
Capital International Investors 18,887,161 3.04 1,037,653 3/31/21
Walter Scott & Partners Ltd. 17,000,931 2.73 1,229,790 3/31/21
Wellington Management Company, LLP 16,531,494 2.66 -1,755,608 3/31/21
Brown Advisory 14,059,476 2.26 478,113 3/31/21
AllianceBernstein L.P. 13,187,966 2.12 259,665 3/31/21
Janus Henderson Investors 12,990,116 2.09 3,249,102 3/31/21
Sands Capital Management, LLC 12,980,462 2.09 1,365,822 3/31/21

Top Holders: Mutual Funds

Fund Shares Held % O/S Share Change Filing Date
Vanguard Total Stock Market Index Fund 17,720,477 2.85 96,017 5/31/21
Vanguard 500 Index Fund 12,910,779 2.08 60,680 5/31/21
Vanguard Health Care Fund 9,131,833 1.47 -- 3/31/21
American Funds Growth Fund of America 8,948,461 1.44 -2,218,498 3/31/21
Statens Pensjonsfond Utland 7,379,137 1.19 -2,975,609 12/31/20
SPDR S&P 500 ETF 6,286,955 1.01 -132,859 5/31/21
American Funds AMCAP Fund 6,206,277 1.00 455,332 3/31/21
Fidelity 500 Index Fund 5,768,035 0.93 50,383 4/30/21
US Bank Vanguard Institutional 500 Index Trust 4,939,226 0.79 -27,400 5/31/21
iShares Core S&P 500 ETF 4,894,591 0.79 -10,332 5/31/21

* Insider values reflect direct beneficial ownership.

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