Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 1,689 57,926.04 96.66 103,473,505
Mutual Fund 1,983 22,210.67 38.40 41,087,438
Insider 14 249.34 0.41 443,636

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 751 2,465.43 4.12 4,406,585
Sellers 509 -2,845.60 4.74 -5,076,924
Net -380.17 0.63 -670,339

Concentration

Concentration Value ($MM) % O/S Shares
Total Inst. 58,184.22 97.09 103,932,893
Top 10 Inst. 23,754.54 39.56 42,344,868
Top 20 Inst. 30,318.05 50.53 54,086,631
Top 50 Inst. 39,644.85 66.08 70,739,314

Style

Style Holders Value ($MM) % Inst Shares Shares
Growth 359 11,906.46 19.87 21,269,720
Aggressive Growth 21 722.39 1.20 1,288,172
Core Growth 242 9,435.98 15.73 16,842,454
Growth 96 1,748.10 2.93 3,139,094
Income 51 2,460.09 4.10 4,387,970
Income Value 26 2,149.96 3.58 3,834,949
Yield 25 310.13 0.52 553,021
Index 72 18,832.46 31.37 33,576,503
Other 343 15,147.91 25.27 27,051,876
Broker Dealer 38 1,976.95 3.29 3,524,162
GARP 178 10,804.06 18.03 19,303,457
Hedge Fund 112 2,031.79 3.39 3,626,683
Specialty 14 334.49 0.56 596,474
VC Private Equity 1 0.62 -- 1,100
Value 184 7,126.39 11.95 12,791,581
Core Value 157 6,339.28 10.64 11,386,359
Deep Value 27 787.10 1.31 1,405,222

Location: Global Region

Location Holders % O/S Shares Share Value
North America 1,266 77.86 83,347,063 46,720,144,165
Europe 317 16.80 17,979,090 10,008,528,170
Asia / Pacific 110 2.43 2,596,189 1,449,993,671
Africa 6 0.01 8,322 4,379,943
Middle East 4 -- 1,110 618,730
Latin America 1 -- 967 464,934

Top Holders

Holder Shares Held % O/S Share Change Filing Date
The Vanguard Group, Inc. 10,029,196 9.37 125,838 3/31/24
BlackRock Institutional Trust Company, N.A. 6,247,866 5.84 -65,208 3/31/24
T. Rowe Price Associates, Inc. 5,929,110 5.54 -466,230 3/31/24
State Street Global Advisors (US) 4,587,291 4.29 38,178 3/31/24
Franklin Advisers, Inc. 3,176,689 2.97 5,792 3/31/24
T. Rowe Price Investment Management, Inc. 3,153,853 2.95 352,392 3/31/24
Principal Global Investors (Equity) 2,581,710 2.41 61,756 3/31/24
Geode Capital Management, L.L.C. 2,336,362 2.18 101,307 3/31/24
Morgan Stanley Investment Management Ltd. (UK) 2,231,074 2.08 -36,781 3/31/24
Invesco Capital Management (QQQ Trust) 2,071,717 1.94 35,513 6/30/24

Top Holders: Mutual Funds

Fund Shares Held % O/S Share Change Filing Date
Vanguard Total Stock Market Index Fund 3,375,486 3.15 7,939 5/31/24
Vanguard 500 Index Fund 2,741,685 2.56 24,203 5/31/24
Franklin Rising Dividends Fund 2,133,247 1.99 -- 3/31/24
Invesco QQQ Trust 2,071,717 1.94 35,513 6/30/24
T. Rowe Price Capital Appreciation Fund 1,647,652 1.54 398,100 3/31/24
Akre Focus Fund 1,494,000 1.40 -- 4/30/24
Statens Pensjonsfond Utland 1,360,961 1.27 233,600 12/31/23
Fidelity 500 Index Fund 1,300,388 1.21 6,596 5/31/24
Principal MidCap Fund 1,278,062 1.19 -1,380 5/31/24
SPDR S&P 500 ETF 1,254,472 1.17 -22,554 6/30/24

* Insider values reflect direct beneficial ownership.

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