Institutional Ownership

Top Holders

Holder Shares Held % O/S Share Change Filing Date
BlackRock Institutional Trust Company, N.A. 9,228,477 11.92 45,873 12/31/23
The Vanguard Group, Inc. 8,553,189 11.05 -11,010 12/31/23
BBRC International Pte. Ltd. 7,603,019 9.82 355,395 1/23/24
The WindAcre Partnership LLC 5,588,190 7.22 -1,201,710 12/31/23
Morgan Stanley & Co. LLC 4,409,220 5.69 -984,775 12/31/23
Fidelity Management & Research Company LLC 3,990,796 5.15 -1,445,816 12/31/23
UBS Financial Services, Inc. 3,421,898 4.42 98,882 12/31/23
State Street Global Advisors (US) 2,723,350 3.52 -86,773 12/31/23
PRIMECAP Management Company 2,344,667 3.03 -31,899 12/31/23
AQR Capital Management, LLC 2,312,114 2.99 816,251 12/31/23

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 174 321.27 15.67 12,136,062
Sellers 182 -434.74 22.83 -17,677,576
Net -113.47 7.16 -5,541,514

Concentration

Value ($MM) % O/S Shares
Total Inst. 2,191.16 107.00 82,851,815
Top 10 Inst. 1,327.92 64.80 50,174,920
Top 20 Inst. 1,648.19 80.38 62,242,632
Top 50 Inst. 1,961.25 95.74 74,133,786

Style

Holders Value ($MM) % Inst Shares Shares
Growth 77 132.28 6.33 4,897,998
Aggressive Growth 2 21.25 1.03 800,864
Core Growth 55 79.54 3.76 2,910,555
Growth 20 31.49 1.53 1,186,579
Income 11 4.90 0.24 185,052
Income Value 4 3.81 0.19 143,702
Yield 7 1.09 0.05 41,350
Index 36 693.94 33.78 26,159,116
Other 106 963.90 46.93 36,337,101
Broker Dealer 21 292.13 14.21 11,007,288
GARP 34 262.33 12.79 9,907,783
Hedge Fund 45 385.45 18.75 14,517,909
Specialty 4 23.73 1.15 894,298
VC Private Equity 2 0.26 0.01 9,823
Value 46 156.31 7.64 5,916,331
Core Value 38 122.36 5.98 4,633,360
Deep Value 8 33.95 1.66 1,282,971

* Insider values reflect direct beneficial ownership.

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