Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 486 10,256.93 106.50 123,772,167
Mutual Fund 613 6,687.14 58.63 67,826,941
Insider 11 57.60 0.59 691,171

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 235 764.50 7.86 9,136,295
Sellers 331 -1,303.56 13.63 -15,843,515
Net -539.05 5.77 -6,707,220

Concentration

Value ($MM) % O/S Shares
Total Inst. 10,314.54 107.10 124,463,438
Top 10 Inst. 5,600.64 58.95 68,508,008
Top 20 Inst. 6,869.37 72.47 84,223,802
Top 50 Inst. 8,767.89 91.53 106,369,198

Style

Holders Value ($MM) % Inst Shares Shares
Growth 128 3,851.96 40.32 46,860,626
Aggressive Growth 9 69.08 0.70 813,025
Core Growth 88 1,500.40 15.95 18,532,562
Growth 31 2,282.49 23.68 27,515,039
Income 18 48.59 0.51 595,409
Income Value 6 42.36 0.45 524,632
Yield 12 6.23 0.06 70,777
Index 44 2,658.21 27.73 32,229,426
Other 116 2,463.56 25.86 30,055,998
Broker Dealer 22 253.06 2.70 3,134,691
GARP 48 1,801.38 18.81 21,864,424
Hedge Fund 40 304.69 3.24 3,769,673
Specialty 6 104.44 1.11 1,287,210
Value 55 930.67 8.98 10,435,493
Core Value 45 801.39 7.63 8,870,435
Deep Value 10 129.28 1.35 1,565,058

Location: Global Region

Holders % O/S Shares Share Value
North America 379 89.83 104,403,244 8,488,780,814
Europe 85 14.39 16,728,325 1,502,775,839
Asia / Pacific 33 2.89 3,353,599 324,840,462
Middle East 1 -- 2,512 202,794
Latin America 1 -- 348 28,094

Top Holders

Holder Shares Held % O/S Share Change Filing Date
Capital Research Global Investors 14,198,528 12.22 57,434 9/30/21
The Vanguard Group, Inc. 10,866,872 9.35 5,574 9/30/21
Capital International Investors 10,267,312 8.83 115,432 9/30/21
BlackRock Institutional Trust Company, N.A. 9,405,392 8.09 8,834 9/30/21
ClearBridge Investments, LLC 7,020,840 6.04 -73,675 9/30/21
JP Morgan Asset Management 4,320,140 3.72 -2,539,524 9/30/21
State Street Global Advisors (US) 3,258,304 2.80 127,378 9/30/21
BlackRock Investment Management (UK) Ltd. 3,225,262 2.78 -13,870 9/30/21
BlackRock Financial Management, Inc. 3,164,859 2.72 -46,963 9/30/21
Norges Bank Investment Management (NBIM) 2,780,499 2.39 576,514 12/31/20

Top Holders: Mutual Funds

Fund Shares Held % O/S Share Change Filing Date
American Funds SMALLCAP World Fund 5,287,678 4.55 -- 9/30/21
American Funds Growth Fund of America 4,376,928 3.77 -- 9/30/21
American Funds New World Fund 4,029,751 3.47 53,454 9/30/21
American Funds New Economy Fund 3,920,516 3.37 -- 9/30/21
ClearBridge Aggressive Growth Fund 3,316,174 2.85 -29,374 9/30/21
Vanguard Total Stock Market Index Fund 3,290,593 2.83 7,762 11/30/21
iShares Core S&P Mid-Cap ETF 3,205,778 2.76 59,173 12/31/21
Vanguard Small-Cap Index Fund 2,913,796 2.51 19,198 11/30/21
Statens Pensjonsfond Utland 2,798,281 2.41 403,521 12/31/20
American Funds New Perspective Fund 2,490,664 2.14 301,337 9/30/21

* Insider values reflect direct beneficial ownership.

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