Ownership Profile

Shareholder Breakdown

Shareholder Holders Value ($MM) % O/S Shares
Institution 919 23,733.67 101.03 83,410,302
Mutual Fund 1,112 9,484.26 42.37 34,984,848
Insider 9 173.47 0.66 541,050

Institutional Shareholder Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 397 2,287.59 9.76 8,053,925
Sellers 496 -2,332.01 9.99 -8,251,091
Net -44.41 0.24 -197,166

Institutional Shareholder Concentration

Concentration Value ($MM) % O/S Shares
Total Inst. 23,904.40 101.67 83,938,509
Top 10 Inst. 8,207.39 34.60 28,566,317
Top 20 Inst. 11,754.13 49.55 40,910,970
Top 50 Inst. 17,226.51 72.83 60,129,299

Institutional Shareholder Style

Style Holders Value ($MM) % Inst Shares Shares
Growth 201 10,444.56 44.16 36,456,474
Aggressive Growth 11 448.10 1.89 1,558,619
Core Growth 133 6,274.64 26.57 21,938,021
Growth 57 3,721.83 15.70 12,959,834
Income 26 152.88 0.69 566,676
Income Value 10 97.53 0.46 377,005
Yield 16 55.35 0.23 189,671
Index 36 505.71 2.16 1,786,520
Other 226 7,491.11 31.86 26,301,319
Broker Dealer 33 692.24 2.93 2,415,771
GARP 94 4,334.89 18.36 15,157,381
Hedge Fund 88 2,048.23 8.91 7,359,183
Specialty 7 364.49 1.44 1,189,831
VC Private Equity 3 15.66 0.07 55,253
Sector Specific 1 35.60 0.15 123,900
Value 103 4,303.66 18.47 15,251,622
Core Value 86 3,450.70 14.82 12,236,186
Deep Value 17 852.96 3.65 3,015,436

Top Holders: Institutional Investor

Holder Shares Held % O/S Share Change Filing Date
WCM Investment Management 6,654,257 8.06 -19,223 9/30/24
MFS Investment Management 3,756,266 4.55 -918,989 9/30/24
Wellington Management Company, LLP 3,081,973 3.73 322,338 9/30/24
Ninety One UK Limited 2,696,402 3.27 18,062 9/30/24
T. Rowe Price Associates, Inc. 2,676,684 3.24 57,713 9/30/24
Lazard Asset Management, L.L.C. 2,360,061 2.86 -87,258 9/30/24
Boston Partners 2,284,684 2.77 -334,699 9/30/24
Capital Research Global Investors 1,901,721 2.30 1,541 9/30/24
Fidelity Management & Research Company LLC 1,657,774 2.01 -159,355 9/30/24
ClearBridge Investments, LLC 1,496,495 1.81 -11,968 9/30/24
Invesco Advisers, Inc. 1,420,168 1.72 -683 9/30/24
Sustainable Growth Advisers, LP 1,347,920 1.63 150,373 9/30/24
AllianceBernstein L.P. 1,318,905 1.60 -83,152 9/30/24
Victory Capital Management Inc. 1,277,810 1.55 206,859 9/30/24
William Blair Investment Management, LLC 1,259,345 1.53 100,808 9/30/24
Comgest S.A. 1,215,645 1.47 -14,880 9/30/24
Janus Henderson Investors 1,195,236 1.45 832 9/30/24
Templeton Investment Counsel, L.L.C. 1,189,762 1.44 -4,140 9/30/24
American Century Investment Management, Inc. 1,066,092 1.29 -64,396 9/30/24
Polen Capital Management, LLC 1,053,770 1.28 -31,292 9/30/24
BlueSpruce Investments, LP 1,011,789 1.23 -196,374 9/30/24
Norges Bank Investment Management (NBIM) 969,886 1.17 421,690 6/30/24
Baron Capital Management, Inc. 954,056 1.16 -17,870 9/30/24
Managed Account Advisors LLC 869,613 1.05 175,743 6/30/24
Bessemer Trust Company, N.A. (US) 855,307 1.04 113,411 9/30/24
Trinity Street Asset Management LLP 839,765 1.02 138,308 12/31/24
Millennium Management LLC 775,100 0.94 -90,257 9/30/24
Fidelity International 737,972 0.89 -5,001 9/30/24
Neuberger Berman, LLC 723,019 0.88 -39,561 9/30/24
Goldman Sachs Asset Management, L.P. 694,962 0.84 6,089 9/30/24
T. Rowe Price International Ltd 673,898 0.82 673,813 9/30/24
AustralianSuper 664,758 0.81 56,041 9/30/24
CCLA Investment Management Ltd. 646,929 0.78 201,975 12/31/24
Mawer Investment Management Ltd. 617,916 0.75 235,926 9/30/24
Oddo BHF Asset Management S.A.S 609,376 0.74 55,232 9/30/24
JPMorgan Private Bank (United States) 601,196 0.73 50,969 9/30/24
Westfield Capital Management Company, L.P. 591,750 0.72 63,999 9/30/24
Principal Global Investors (Equity) 591,073 0.72 130,617 9/30/24
Citadel Advisors LLC 580,049 0.70 -780,158 9/30/24
Envestnet Asset Management, Inc. 542,639 0.66 20,432 9/30/24
Fidelity Institutional Asset Management 532,533 0.65 153,167 9/30/24
EARNEST Partners, LLC 522,612 0.63 27 9/30/24
USS Investment Management Ltd 504,540 0.61 492,024 9/30/24
BlackRock Financial Management, Inc. 478,987 0.58 -94,033 9/30/24
Goldman Sachs Asset Management B.V. 463,089 0.56 1,712 10/31/24
Stephens Investment Management Group, LLC 456,734 0.55 -3,311 9/30/24
Climax (John Ph.D.) 449,775 0.54 -59,522 2/23/24
Northern Trust Global Investments 432,804 0.52 -58,883 9/30/24
Lazard Asset Management Limited 423,034 0.51 -7,513 12/31/23
Fayez Sarofim & Co. 403,168 0.49 370,573 9/30/24

* Insider values reflect direct beneficial ownership.

Source: LSEG


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