Ownership Profile
Shareholder Breakdown
| Shareholder | Holders | Value ($MM) | % O/S | Shares |
|---|---|---|---|---|
| Institution | 540 | 4,912.29 | 90.04 | 322,437,712 |
| Mutual Fund | 610 | 2,639.31 | 44.62 | 159,798,567 |
| Insider | 12 | 26.18 | 0.45 | 1,622,428 |
Institutional Shareholder Rotation
| Shareholder | Holders | Value Chg ($MM) | % O/S | Share Change |
|---|---|---|---|---|
| Buyers | 282 | 448.95 | 8.28 | 29,640,762 |
| Sellers | 218 | -739.22 | 13.51 | -48,361,343 |
| Net | -- | -290.27 | 5.23 | -18,720,581 |
Institutional Shareholder Concentration
| Value ($MM) | % O/S | Shares | |
|---|---|---|---|
| Total Inst. | 4,912.29 | 90.04 | 322,437,712 |
| Top 10 Inst. | 2,098.24 | 38.64 | 138,384,100 |
| Top 20 Inst. | 2,770.12 | 50.96 | 182,470,630 |
| Top 50 Inst. | 3,709.19 | 68.10 | 243,869,333 |
Institutional Shareholder Style
| Holders | Value ($MM) | % Inst Shares | Shares | |
|---|---|---|---|---|
| Growth | 129 | 1,506.87 | 27.51 | 98,525,417 |
| Aggressive Growth | 6 | 15.51 | 0.28 | 1,017,603 |
| Core Growth | 91 | 1,239.41 | 22.63 | 81,046,775 |
| Growth | 32 | 251.95 | 4.60 | 16,461,039 |
| Income | 20 | 229.38 | 4.16 | 14,913,598 |
| Income Value | 11 | 92.39 | 1.69 | 6,038,543 |
| Yield | 9 | 136.99 | 2.48 | 8,875,055 |
| Index | 38 | 1,308.30 | 23.95 | 85,773,617 |
| Momentum | 1 | 0.26 | -- | 17,349 |
| Other | 144 | 977.87 | 17.93 | 64,204,696 |
| Broker Dealer | 25 | 280.35 | 5.14 | 18,392,537 |
| GARP | 54 | 415.00 | 7.63 | 27,329,878 |
| Hedge Fund | 57 | 234.88 | 4.30 | 15,380,241 |
| Sector Specific | 2 | 2.50 | 0.04 | 143,458 |
| Specialty | 6 | 45.14 | 0.83 | 2,958,582 |
| Value | 93 | 601.66 | 11.02 | 39,445,569 |
| Core Value | 71 | 445.63 | 8.16 | 29,215,967 |
| Deep Value | 22 | 156.03 | 2.86 | 10,229,602 |
Top Holders: Institutional Investor
| Holder | Shares Held | % O/S | Share Change | Filing Date |
|---|---|---|---|---|
| The Vanguard Group, Inc. | 30,444,692 | 8.50 | 1,442,252 | 12/31/17 |
| BlackRock Institutional Trust Company, N.A. | 27,171,248 | 7.59 | 1,186,848 | 12/31/17 |
| Waddell & Reed Investment Management Company | 19,714,391 | 5.51 | 1,085,180 | 12/31/17 |
| TCW Asset Management Company LLC | 12,400,266 | 3.46 | -1,062,737 | 12/31/17 |
| State Street Global Advisors (US) | 9,549,634 | 2.67 | 183,137 | 12/31/17 |
| Lazard Asset Management, L.L.C. | 9,395,239 | 2.62 | -165,747 | 12/31/17 |
| Rodgers (Thurman John Ph.D.) | 8,727,619 | 2.44 | -1,904,615 | 4/10/17 |
| Epoch Investment Partners, Inc. | 7,198,005 | 2.01 | -815,048 | 12/31/17 |
| Bank of America Merrill Lynch (US) | 7,136,167 | 1.99 | 995,627 | 12/31/17 |
| Columbia Threadneedle Investments (US) | 6,646,839 | 1.86 | -835,776 | 12/31/17 |
* Insider values reflect direct beneficial ownership.
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