| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Maroon Private Trust Company, LLC | 22.7% | $2.64B | 21.6M | Thomas J. Pritzker, as trustee of the trust listed on Appendix 6 of Exhibit 26, as trustee of Maroon Trust, and individually | 29 May 2025 | |||
| BAMCO INC /NY/ | 13.13% | +7.75% | $629M | $7.64M | 5.55M | +1.23% | Baron Capital Group, Inc. | 31 Dec 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 11.5% | +64.3% | $690M | $272M | 4.86M | +64.9% | Wellington Management Group LLP | 31 Oct 2025 |
| PRINCIPAL GLOBAL INVESTORS | 8.3% | +12.9% | $508M | $57.2M | 3.5M | +12.7% | PRINCIPAL GLOBAL INVESTORS | 31 Aug 2025 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 6.5% | +24% | $393M | $77.4M | 2.77M | +24.5% | Massachusetts Financial Services Company | 30 Sep 2025 |
| Wingate Andrew D. | 3.3% | $231M | 1.74M | 1953 Private Family Trust Company LLC, not individually, but solely as trustee of the trusts listed on Appendix A-2. | 01 Jul 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 51.7M | $7.35B | +$97.9M | $141.93 | 418 |
| 2025 Q2 | 51.1M | $7.13B | +$676M | $139.65 | 430 |
| 2025 Q1 | 46.4M | $5.68B | -$68.9M | $122.50 | 417 |
| 2024 Q4 | 45.7M | $7.17B | +$56.2M | $156.98 | 441 |
| 2024 Q3 | 45.2M | $6.89B | -$127M | $152.20 | 432 |
| 2024 Q2 | 46.2M | $7.01B | -$160M | $151.92 | 420 |
| 2024 Q1 | 47.1M | $7.52B | -$138M | $159.62 | 421 |
| 2023 Q4 | 48.2M | $6.29B | +$336M | $130.41 | 366 |
| 2023 Q3 | 45.8M | $4.86B | -$320M | $106.08 | 337 |
| 2023 Q2 | 48.9M | $5.6B | -$146M | $114.58 | 343 |
| 2023 Q1 | 50.2M | $5.61B | +$185M | $111.79 | 318 |
| 2022 Q4 | 48.9M | $4.42B | -$12.2M | $90.45 | 298 |
| 2022 Q3 | 50.8M | $4.11B | -$40M | $80.96 | 295 |
| 2022 Q2 | 51.3M | $3.79B | -$93.1M | $73.91 | 267 |
| 2022 Q1 | 51.6M | $4.92B | +$168M | $95.45 | 309 |
| 2021 Q4 | 49.8M | $4.78B | +$135M | $95.90 | 288 |
| 2021 Q3 | 48.9M | $3.77B | +$686M | $77.10 | 265 |
| 2021 Q2 | 40M | $3.11B | +$103M | $77.64 | 236 |
| 2021 Q1 | 38.7M | $3.2B | -$26.3M | $82.70 | 252 |
| 2020 Q4 | 39.2M | $2.91B | +$138M | $74.25 | 231 |
| 2020 Q3 | 37.6M | $2.01B | +$41.2M | $53.37 | 205 |
| 2020 Q2 | 36.9M | $1.86B | +$32.2M | $50.29 | 205 |
| 2020 Q1 | 36.5M | $1.75B | -$145M | $47.90 | 188 |
| 2019 Q4 | 37.7M | $3.38B | -$128M | $89.71 | 196 |
| 2019 Q3 | 39.3M | $2.89B | -$49.8M | $73.67 | 200 |
| 2019 Q2 | 39.9M | $3.04B | +$51.9M | $76.13 | 207 |
| 2019 Q1 | 39.5M | $2.86B | +$33.8M | $72.57 | 219 |
| 2018 Q4 | 38.9M | $2.63B | -$143M | $67.60 | 214 |
| 2018 Q3 | 41.4M | $3.29B | -$28.3M | $79.59 | 238 |
| 2018 Q2 | 41.9M | $3.24B | -$261M | $77.15 | 240 |
| 2018 Q1 | 45.3M | $3.46B | -$69.4M | $76.26 | 237 |
| 2017 Q4 | 46.5M | $3.42B | +$68.3M | $73.54 | 196 |
| 2017 Q3 | 46.1M | $2.85B | +$501M | $61.79 | 182 |
| 2017 Q2 | 38.2M | $2.15B | +$150M | $56.21 | 188 |
| 2017 Q1 | 35.6M | $1.92B | +$105M | $53.98 | 171 |
| 2016 Q4 | 34.2M | $1.89B | +$591M | $55.26 | 193 |
| 2016 Q3 | 23.6M | $1.16B | -$11.3M | $49.22 | 155 |
| 2016 Q2 | 23.8M | $1.17B | -$96.3M | $49.14 | 147 |
| 2016 Q1 | 25.8M | $1.27B | -$146M | $49.49 | 149 |
| 2015 Q4 | 28.8M | $1.35B | -$74.5M | $47.02 | 149 |
| 2015 Q3 | 30.4M | $1.43B | -$121M | $47.10 | 149 |
| 2015 Q2 | 32.6M | $1.85B | -$90.1M | $56.69 | 169 |
| 2015 Q1 | 34.1M | $2.02B | -$84.9M | $59.22 | 179 |
| 2014 Q4 | 35.6M | $2.14B | -$108M | $60.21 | 169 |
| 2014 Q3 | 37.3M | $2.26B | -$71.5M | $60.52 | 169 |
| 2014 Q2 | 38.5M | $2.35B | -$136M | $60.98 | 165 |
| 2014 Q1 | 40.9M | $2.2B | -$495M | $53.81 | 155 |