Ownership profile

Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 1,618 48,784.89 86.12 537,050,107
Mutual Fund 2,451 19,020.20 35.49 221,407,939
Insider 16 395.16 0.74 4,619,100

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 707 2,675.37 4.71 29,422,972
Sellers 495 -2,942.32 5.17 -32,294,008
Net -266.95 0.46 -2,871,036

Concentration

Value ($MM) % O/S Shares
Total Inst. 49,174.27 86.87 541,679,561
Top 10 Inst. 18,961.16 33.34 207,839,093
Top 20 Inst. 25,616.41 45.03 280,789,349
Top 50 Inst. 33,765.54 59.39 370,309,680

Style

Holders Value ($MM) % Inst Shares Shares
Growth 377 17,689.70 31.22 194,647,965
Aggressive Growth 23 1,673.17 2.94 18,366,074
Core Growth 266 11,596.67 20.49 127,743,831
Growth 88 4,419.86 7.78 48,538,060
Income 57 1,072.05 1.90 11,823,026
Income Value 25 699.86 1.24 7,730,192
Yield 32 372.19 0.66 4,092,834
Index 67 13,863.61 24.41 152,206,708
Other 341 8,150.32 14.38 89,693,400
Broker Dealer 44 1,517.32 2.68 16,677,599
GARP 195 5,332.93 9.41 58,718,885
Hedge Fund 85 752.77 1.33 8,286,455
Specialty 16 453.72 0.80 4,984,661
Sector Specific 1 93.58 0.16 1,025,800
Value 197 5,728.86 10.13 63,152,504
Core Value 166 5,304.60 9.37 58,417,236
Deep Value 31 424.26 0.76 4,735,268

Location: Global Region

Holders % O/S Shares Share Value
North America 1,169 65.79 410,182,476 37,307,032,380
Europe 358 18.89 117,819,889 10,640,947,337
Asia / Pacific 96 2.16 13,477,879 1,209,960,572
Africa 8 0.03 183,170 14,891,966
Middle East 4 -- 14,437 1,296,002
Latin America 1 -- 1,710 142,101

Top Holders

Holder Shares Held % O/S Share Change Filing Date
The Vanguard Group, Inc. 48,347,685 7.76 -493,541 12/31/20
BlackRock Institutional Trust Company, N.A. 33,339,176 5.35 -388,751 12/31/20
State Street Global Advisors (US) 25,861,706 4.14 -893,253 12/31/20
Wellington Management Company, LLP 18,287,102 2.93 -1,940,078 12/31/20
Capital International Investors 17,849,508 2.86 374,318 12/31/20
Walter Scott & Partners Ltd. 15,771,141 2.53 1,176,928 12/31/20
Brown Advisory 13,581,363 2.18 895,789 12/31/20
AllianceBernstein L.P. 12,928,301 2.07 -1,211,872 12/31/20
Sands Capital Management, LLC 11,614,640 1.86 -448,955 12/31/20
Capital Research Global Investors 10,258,471 1.65 -258,468 12/31/20

Top Holders: Mutual Funds

Fund Shares Held % O/S Share Change Filing Date
Vanguard Total Stock Market Index Fund 17,567,873 2.81 -194 2/28/21
Vanguard 500 Index Fund 12,713,227 2.04 201,939 2/28/21
American Funds Growth Fund of America 11,166,959 1.79 54,916 12/31/20
Vanguard Health Care Fund 9,131,833 1.46 -268,669 12/31/20
Statens Pensjonsfond Utland 7,379,137 1.18 -2,975,609 12/31/20
SPDR S&P 500 ETF 6,479,062 1.04 125,372 3/31/21
American Funds AMCAP Fund 5,750,945 0.92 -- 12/31/20
Fidelity 500 Index Fund 5,644,026 0.90 -3,682 2/28/21
US Bank Vanguard Institutional 500 Index Trust 5,043,487 0.81 -22,672 2/28/21
Vanguard Growth Index Fund 4,921,487 0.79 14,002 2/28/21

* Insider values reflect direct beneficial ownership.

Copyright Refinitiv