Ownership Profile

Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 666 10,524.12 86.28 146,456,574
Mutual Fund 590 4,004.92 31.97 54,025,919
Insider 24 133.13 1.13 1,913,933

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 316 681.35 5.60 9,498,265
Sellers 300 -788.88 6.43 -10,914,442
Net -107.53 0.83 -1,416,177

Concentration

Value ($MM) % O/S Shares
Total Inst. 10,655.57 87.40 148,348,260
Top 10 Inst. 5,181.11 42.62 72,341,719
Top 20 Inst. 6,535.24 53.70 91,151,857
Top 50 Inst. 8,324.16 68.34 116,001,576

Style

Holders Value ($MM) % Inst Shares Shares
Growth 160 2,800.20 22.90 38,870,364
Aggressive Growth 7 131.61 1.08 1,833,251
Core Growth 116 1,950.46 15.98 27,126,663
Growth 37 718.14 5.84 9,910,450
Income 33 89.95 0.73 1,245,010
Income Value 14 64.13 0.52 887,838
Yield 19 25.82 0.21 357,172
Index 45 3,402.45 27.97 47,469,696
Other 164 2,906.10 23.89 40,549,054
Broker Dealer 34 233.80 1.92 3,258,614
GARP 70 2,318.32 19.06 32,346,849
Hedge Fund 52 264.31 2.18 3,700,815
Specialty 8 89.66 0.73 1,242,776
Value 91 1,051.83 8.55 14,505,260
Core Value 71 843.63 6.87 11,665,664
Deep Value 20 208.20 1.67 2,839,596

Location: Global Region

Holders % O/S Shares Share Value
North America 582 79.00 134,089,484 9,630,093,734
Europe 90 8.08 13,720,279 986,488,716
Asia / Pacific 18 0.33 560,744 40,670,600

Top Holders

Holder Shares Held % O/S Share Change Filing Date
The Vanguard Group, Inc. 16,656,813 9.81 318,133 3/31/21
BlackRock Institutional Trust Company, N.A. 13,608,224 8.02 478,396 3/31/21
Fiera Capital Corporation 10,601,737 6.25 11,268 3/31/21
Kayne Anderson Rudnick Investment Management, LLC 7,554,795 4.45 175,126 3/31/21
State Street Global Advisors (US) 4,939,655 2.91 -77,008 3/31/21
WCM Investment Management 4,875,703 2.87 167,096 3/31/21
Mairs and Power, Inc. 4,424,016 2.61 -125,381 3/31/21
Alecta pensionsförsäkring, ömsesidigt 3,600,000 2.12 -- 3/31/21
T. Rowe Price Associates, Inc. 3,220,230 1.90 -4,191,668 3/31/21
Brown Brothers Harriman & Company 2,860,546 1.69 1,469,324 3/31/21

Top Holders: Mutual Funds

Fund Shares Held % O/S Share Change Filing Date
Vanguard Total Stock Market Index Fund 4,783,082 2.82 -2,548 6/30/21
iShares Core S&P Mid-Cap ETF 4,554,555 2.68 -50,833 6/30/21
Vanguard Small-Cap Index Fund 4,217,330 2.48 55,728 6/30/21
Vanguard Small-Cap Growth Index Fund 2,666,950 1.57 -51,493 6/30/21
Vanguard Extended Market Index Fund 2,400,862 1.41 -15,698 6/30/21
Fiera Global Equity Fund 2,269,167 1.34 124,869 12/31/20
Mairs and Power Growth Fund 2,245,000 1.32 -- 6/30/21
Eaton Vance-Atlanta Capital SMID-Cap Fund 1,796,482 1.06 -- 5/31/21
Statens Pensjonsfond Utland 1,674,892 0.99 -185,146 12/31/20
SPDR S&P Midcap 400 ETF 1,538,204 0.91 -11,749 6/30/21

* Insider values reflect direct beneficial ownership.

Copyright Refinitiv