Ownership Profile

Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 543 13,365.32 114.12 126,658,363
Mutual Fund 639 6,355.03 55.40 61,179,149
Insider 11 54.74 0.47 523,130

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 290 1,997.72 16.69 18,528,634
Sellers 238 -1,357.41 11.57 -12,848,015
Net 640.31 5.12 5,680,619

Concentration

Value ($MM) % O/S Shares
Total Inst. 13,427.18 114.65 127,244,077
Top 10 Inst. 7,075.46 59.88 66,474,467
Top 20 Inst. 9,076.57 76.91 85,370,691
Top 50 Inst. 11,433.22 97.24 107,935,036

Style

Holders Value ($MM) % Inst Shares Shares
Growth 132 4,992.92 42.32 46,979,724
Aggressive Growth 9 65.36 0.57 635,378
Core Growth 97 1,927.17 16.56 18,382,415
Growth 26 3,000.39 25.19 27,961,931
Income 21 88.92 0.76 839,339
Income Value 6 46.56 0.40 439,608
Yield 15 42.37 0.36 399,731
Index 43 3,264.10 27.77 30,829,550
Other 138 3,731.06 32.28 35,819,810
Broker Dealer 32 396.70 3.41 3,782,864
GARP 52 2,308.65 20.14 22,347,552
Hedge Fund 47 935.42 7.96 8,836,771
Specialty 7 90.29 0.77 852,623
Value 64 1,014.95 8.65 9,591,837
Core Value 55 971.74 8.28 9,187,270
Deep Value 9 43.21 0.36 404,567

Location: Global Region

Holders % O/S Shares Share Value
North America 430 97.38 108,087,936 11,449,813,961
Europe 89 15.18 16,836,922 1,736,383,329
Asia / Pacific 32 2.09 2,319,219 240,986,976

Top Holders

Holder Shares Held % O/S Share Change Filing Date
Capital Research Global Investors 13,517,839 12.18 81,875 12/31/20
The Vanguard Group, Inc. 10,155,096 9.15 251,318 12/31/20
BlackRock Institutional Trust Company, N.A. 9,011,053 8.12 310,754 12/31/20
Capital International Investors 8,248,322 7.43 2,601,669 12/31/20
ClearBridge Investments, LLC 7,902,702 7.12 -466,700 12/31/20
Capital World Investors 4,737,188 4.27 4,737,188 2/28/21
Whale Rock Capital Management LLC 4,076,838 3.67 709,535 12/31/20
PRIMECAP Management Company 3,238,650 2.92 -2,808,839 12/31/20
State Street Global Advisors (US) 2,806,280 2.53 113,430 12/31/20
Norges Bank Investment Management (NBIM) 2,780,499 2.50 385,739 12/31/20

Top Holders: Mutual Funds

Fund Shares Held % O/S Share Change Filing Date
American Funds SMALLCAP World Fund 5,472,938 4.93 -- 12/31/20
American Funds New Economy Fund 3,569,648 3.22 75,430 12/31/20
ClearBridge Aggressive Growth Fund 3,525,548 3.18 -- 6/30/20
American Funds New World Fund 3,277,050 2.95 -- 12/31/20
Vanguard Total Stock Market Index Fund 3,113,743 2.80 4,497 2/28/21
iShares Core S&P Mid-Cap ETF 3,111,725 2.80 213,922 3/31/21
American Funds Growth Fund of America 2,805,458 2.53 1,783,100 12/31/20
Statens Pensjonsfond Utland 2,798,281 2.52 403,521 12/31/20
Vanguard Small-Cap Index Fund 2,659,118 2.40 19,370 2/28/21
American Funds New Perspective Fund 1,944,267 1.75 -- 12/31/20

* Insider values reflect direct beneficial ownership.

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