Ownership Profile

Shareholder Breakdown

Shareholder Holders Value ($MM) % O/S Shares
Institution 911 27,537.27 99.94 82,636,713
Mutual Fund 1,025 11,632.85 44.50 36,773,495
Insider 9 173.47 0.65 541,050

Institutional Shareholder Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 409 1,719.53 6.24 5,156,085
Sellers 430 -2,399.49 8.86 -7,326,392
Net -679.96 2.62 -2,170,307

Institutional Shareholder Concentration

Value ($MM) % O/S Shares
Total Inst. 27,710.76 100.60 83,177,847
Top 10 Inst. 10,176.67 36.64 30,292,204
Top 20 Inst. 14,530.57 52.31 43,252,167
Top 50 Inst. 20,778.67 75.08 62,083,129

Institutional Shareholder Style

Holders Value ($MM) % Inst Shares Shares
Growth 201 12,130.62 43.90 36,297,327
Aggressive Growth 12 513.11 1.85 1,528,794
Core Growth 134 7,297.92 26.45 21,873,246
Growth 55 4,319.59 15.60 12,895,287
Income 31 175.13 0.63 521,884
Income Value 14 111.39 0.40 331,934
Yield 17 63.74 0.23 189,950
Index 40 1,535.26 5.54 4,582,881
Other 207 7,698.14 27.78 22,967,177
Broker Dealer 25 434.80 1.57 1,294,254
GARP 92 4,535.16 16.36 13,530,359
Hedge Fund 83 2,347.17 8.48 7,008,426
Specialty 5 321.29 1.16 956,353
VC Private Equity 1 1.24 -- 3,685
Sector Specific 1 58.49 0.21 174,100
Value 109 4,898.00 17.94 14,833,043
Core Value 91 3,906.94 14.36 11,876,467
Deep Value 18 991.07 3.58 2,956,576

Top Holders: Institutional Investor

Holder Shares Held % O/S Share Change Filing Date
WCM Investment Management 6,717,813 8.12 -152,068 3/31/24
MFS Investment Management 4,953,269 5.99 -221,924 3/31/24
Wellington Management Company, LLP 3,217,442 3.89 -209,973 3/31/24
Ninety One UK Limited 2,645,811 3.20 52,285 3/31/24
Boston Partners 2,628,805 3.18 -42,925 3/31/24
Lazard Asset Management, L.L.C. 2,594,559 3.14 -166,866 3/31/24
Capital Research Global Investors 2,200,417 2.66 -353,256 3/31/24
Fidelity Management & Research Company LLC 1,933,915 2.34 -711,126 3/31/24
T. Rowe Price Associates, Inc. 1,725,446 2.09 216,217 3/31/24
ClearBridge Investments, LLC 1,674,727 2.03 353,607 3/31/24
AllianceBernstein L.P. 1,474,610 1.78 -62,303 3/31/24
BlackRock Institutional Trust Company, N.A. 1,466,215 1.77 -2,498 3/31/24
Invesco Advisers, Inc. 1,451,678 1.76 -4,318 3/31/24
Comgest S.A. 1,441,318 1.74 -102,493 3/31/24
BlueSpruce Investments, LP 1,281,244 1.55 388,854 3/31/24
Sustainable Growth Advisers, LP 1,214,812 1.47 -89,636 3/31/24
Templeton Investment Counsel, L.L.C. 1,202,234 1.45 -395,737 3/31/24
Janus Henderson Investors 1,176,749 1.42 333,393 3/31/24
William Blair Investment Management, LLC 1,147,970 1.39 3,577 3/31/24
State Street Global Advisors (US) 1,103,133 1.33 54,189 3/31/24
Polen Capital Management, LLC 1,098,219 1.33 -93,951 3/31/24
Victory Capital Management Inc. 1,020,585 1.23 74,408 3/31/24
American Century Investment Management, Inc. 985,155 1.19 -415,246 3/31/24
Baron Capital Management, Inc. 969,991 1.17 -17,770 3/31/24
Citadel Advisors LLC 886,207 1.07 24,528 3/31/24
Fidelity International 811,726 0.98 -174,701 3/31/24
Neuberger Berman, LLC 792,442 0.96 -65,310 3/31/24
Bessemer Trust Company, N.A. (US) 737,235 0.89 278,240 3/31/24
Trinity Street Asset Management LLP 736,385 0.89 16,742 3/31/24
Managed Account Advisors LLC 693,870 0.84 -15,123 3/31/24
Goldman Sachs Asset Management, L.P. 675,997 0.82 -17,189 3/31/24
Millennium Management LLC 603,276 0.73 -74,549 3/31/24
Oddo BHF Asset Management S.A.S 595,652 0.72 -28,034 4/30/24
JPMorgan Private Bank (United States) 548,271 0.66 -74,231 3/31/24
Norges Bank Investment Management (NBIM) 548,196 0.66 -191,239 12/31/23
Westfield Capital Management Company, L.P. 536,883 0.65 -21,964 3/31/24
EARNEST Partners, LLC 534,861 0.65 -49,616 3/31/24
AustralianSuper 522,828 0.63 -- 3/31/24
FMR Investment Management (U.K.) Limited 514,800 0.62 8,700 4/30/24
CCLA Investment Management Ltd. 500,098 0.60 -29,751 3/31/24
Envestnet Asset Management, Inc. 477,167 0.58 -3,311 3/31/24
Northern Trust Global Investments 466,289 0.56 10,820 3/31/24
Wasatch Global Investors Inc 454,280 0.55 -90,780 3/31/24
Goldman Sachs Asset Management B.V. 451,208 0.55 -4,594 3/31/24
CIBC Private Wealth Management 450,299 0.54 -245,633 3/31/24
Climax (John Ph.D.) 449,775 0.54 -59,522 2/23/24
Stephens Investment Management Group, LLC 449,203 0.54 -3,865 3/31/24
Principal Global Investors (Equity) 445,474 0.54 -26,455 3/31/24
American Capital Management, Inc. 439,753 0.53 -72,975 3/31/24
Geode Capital Management, L.L.C. 434,837 0.53 17,472 3/31/24

* Insider values reflect direct beneficial ownership.

Copyright Refinitiv


Search Investor