How many institutions own HEI-A stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own HEI-A shares is 771, representing 89.09% of the company's common stock.

Who are the major shareholders selling HEICO Corporation stock?

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, in the last quarter, reduced its stake in HEI-A by -4.93% restricting it's holding to 1.24 million shares of worth nearly $315.83M. also lessened -0.62% of the HEI-A shares from its portfolio, reducing its holding to 1.28 million shares of worth $326.07M. MILLENNIUM MANAGEMENT LLC also shunned HEI-A shares holding by -16.6% last quarter which brought its holding to 244.48 thousand shares worth $62.12M.

Investors who are buying HEI-A stock?

As per its latest 13F filing, MAREN CAPITAL LLC increased its stake in HEI-A by 5% in the last quarter. The institutional holder raised its holding to 598.49 thousand shares having worth more than $152.07M. ARISTEIA CAPITAL LLC also added 3.69% more shares of HEI-A to its portfolio, raising its holding to 612.8 thousand shares of worth $155.71M. BLACKROCK, INC. also increased its HEI-A shares holding by 4.01% which brought its holding to 5.89 million shares worth $1.50B.

HEI-A's major insiders: who are they?

The insider with the most stakes in HEI-A is MENDELSON LAURANS A , COB and CEO at the company. Additionally, HEI-A stock is highly held by Co-President MENDELSON VICTOR H and director SCHRIESHEIM ALAN among others.

Did an insider recently sell HEI-A stock?

Company executives, directors, and other insiders own 11.09% percent of HEICO Corporation's stock. Within the last six months, there have been 0 transaction(s) in which HEI-A insiders have sold stock, totaling 0 shares. Insiders that have sold shares include SCHWITTER FRANK J, NEITZEL JULIE, and MENDELSON LAURANS A.

Which insider recently purchased HEI-A stock?

There have been 0 transaction(s) during the past 6-months in which HEICO Corporation insiders have bought stock, totalling 0 shares

How much of HEI-A does insiders own?

Around 0 HEICO Corporation shares are held by insiders, which represents about 11.09% of HEI-A stock.

Who is the insider with the largest stake?

HEI-A COB and CEO, MENDELSON LAURANS A holds the largest portfolio of the company's shares. HEI-A shares owned by MENDELSON total nearly 1.69 million.

Which institution holds the most shares in HEI-A?

MAREN CAPITAL LLC is the largest institutional owner in HEI-A which holds 598.49 thousand shares worth $152.07M or 0.43% of the total HEI-A shares outstanding followed by ARISTEIA CAPITAL LLC with ownership of 612.8 thousand shares representing 0.44% of the HEI-A ownership. KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC is the third largest stakeholder with 1.24 million shares or 0.89% of the ownership worth more than $315.83M.

Is HEICO Corporation stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the HEI-A is concerned, it is a stock which is optionable.

Is there a short position on HEI-A's shares?

Number of HEI-A shares short is 476.34K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding HEI-A shares are there?

As of today, 84.06M shares of HEI-A are outstanding.

Is there many float in HEI-A stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, HEI-A has 118.21M shares in float.

HEI-A short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for HEI-A is 2.09.

HEICO (HEI-A) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares0.34

Short Percent Of Float0.65

Shares Outstanding84.06M

Shares Float118.21M

Shares Short476.34K

Short Ratio2.09

0.65%

Short % of Float

0.34%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

11.09% Percentage of Shares held by All Insiders

89.09% Percentage of Shares held by All Institutions

100.2% Percentage of Float held by Institutions

771

Number of Institutions Holding Shares

Institutional Ownership

About 89.09% of HEI-A shares are held by financial institutions. MAREN CAPITAL LLC is the top corporate investor, holding 598.49K shares valued at $152.07M. A 0.43% stake in HEICO Corporation is owned by the company. ARISTEIA CAPITAL LLC owns 612.8K shares valued at $155.71M, which translates its holding of 0.44% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	MAREN CAPITAL LLC	0.43%	598.49K	152.07M	28.51K	+5.00%
Sep 30, 2025	ARISTEIA CAPITAL LLC	0.44%	612.8K	155.71M	21.83K	+3.69%
Sep 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.89%	1.24M	315.83M	-64.43K	-4.93%
Sep 30, 2025		0.92%	1.28M	326.07M	-8K	-0.62%
Sep 30, 2025	BLACKROCK, INC.	4.23%	5.89M	1.5B	226.89K	+4.01%
Sep 30, 2025	VANGUARD GROUP INC	6.25%	8.7M	2.21B	331.89K	+3.97%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.18%	244.48K	62.12M	-48.65K	-16.60%
Sep 30, 2025	VULCAN VALUE PARTNERS, LLC	0.19%	270.38K	68.67M	8.78K	+3.36%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.2%	279.7K	71.07M	4.07K	+1.48%
Sep 30, 2025	SNYDER CAPITAL MANAGEMENT L P	0.2%	281.43K	71.51M	-4.9K	-1.71%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.2%	282.52K	71.79M	-6.99K	-2.42%
Sep 30, 2025	QUANTUM CAPITAL MANAGEMENT, LLC / NJ	0.22%	299.39K	76.07M	-33.63K	-10.10%
Sep 30, 2025	PORT CAPITAL LLC	0.62%	856.19K	217.55M	5.2K	+0.61%
Sep 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.64%	886.36K	225.21M	25.89K	+3.01%
Sep 30, 2025	FRED ALGER MANAGEMENT, LLC	0.65%	908.64K	230.88M	-81.27K	-8.21%
Sep 30, 2025	DF DENT & CO INC	0.81%	1.12M	285.56M	-99.68K	-8.15%
Sep 30, 2025	STATE STREET CORP	1.24%	1.73M	438.39M	49.79K	+2.97%
Sep 30, 2025	FMR LLC	3.76%	5.23M	1.33B	34.34K	+0.66%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.07%	102.76K	26.11M	1.54K	+1.52%
Sep 30, 2025	HIGHBRIDGE CAPITAL MANAGEMENT LLC	0.08%	108.29K	27.52M	-83.16K	-43.44%
Sep 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.08%	108.31K	27.52M	0	0
Sep 30, 2025	TELEMARK ASSET MANAGEMENT, LLC	0.09%	125K	31.76M	0	0
Sep 30, 2025	DEUTSCHE BANK AG\	0.1%	132.59K	33.69M	35.3K	+36.29%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.11%	149.15K	37.65M	-25.29K	-14.50%
Sep 30, 2025	ENSIGN PEAK ADVISORS, INC	0.11%	154.45K	39.24M	-34.42K	-18.22%
Sep 30, 2025	GENEVA CAPITAL MANAGEMENT LLC	0.11%	159.34K	40.49M	-7.64K	-4.58%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.12%	161.93K	41.14M	-5.11K	-3.06%
Sep 30, 2025	WEITZ INVESTMENT MANAGEMENT, INC.	0.12%	162.78K	41.36M	-121	-0.07%
Sep 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.13%	177.74K	45.16M	67.36K	+61.03%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.13%	184.17K	46.8M	-267	-0.14%
Sep 30, 2025	NZS CAPITAL, LLC	0.14%	197.63K	50.22M	14.36K	+7.84%
Sep 30, 2025	NUVEEN, LLC	0.16%	216.74K	55.07M	13.2K	+6.49%
Sep 30, 2025	SWISS NATIONAL BANK	0.16%	218.1K	55.42M	-10.5K	-4.59%
Sep 30, 2025	SEI INVESTMENTS CO	0.16%	227.1K	57.7M	46.25K	+25.57%
Sep 30, 2025	CONESTOGA CAPITAL ADVISORS, LLC	0.17%	229.96K	58.43M	1.26K	+0.55%
Sep 30, 2025	BROWN BROTHERS HARRIMAN & CO	0.17%	231.31K	58.77M	8.03K	+3.60%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.27%	373.76K	94.97M	-94.21K	-20.13%
Sep 30, 2025	GOBI CAPITAL LLC	0.47%	652.68K	165.84M	0	0
Sep 30, 2025	GIVERNY CAPITAL INC.	0.54%	749.5K	190.44M	9	0.00%
Sep 30, 2025	MANNING & NAPIER ADVISORS LLC	0.17%	242.33K	61.57M	-224.17K	-48.05%
Sep 30, 2025	IRONVINE CAPITAL PARTNERS, LLC	0.17%	234.51K	59.59M	-360	-0.15%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.17%	240.37K	61.07M	-7.46K	-3.01%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	7.41%	10.3M	2.62B	111.11K	+1.09%
Sep 30, 2025	CAPITAL WORLD INVESTORS	0.22%	310.5K	78.9M	1.09K	+0.35%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.23%	323.44K	82.18M	-34.85K	-9.73%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.25%	354.21K	90M	4.51K	+1.29%
Sep 30, 2025	WESTFIELD CAPITAL MANAGEMENT CO LP	0.29%	409.5K	104.05M	48.44K	+13.41%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.21%	297.38K	75.55M	-5.11K	-1.69%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.23%	326.28K	82.9M	-17.85K	-5.19%
Sep 30, 2025	INVESTMENT MANAGEMENT CORP OF ONTARIO	0.24%	335.54K	85.26M	1.71K	+0.51%
Sep 30, 2025	CAPITAL INTERNATIONAL INVESTORS	0.27%	377.05K	95.61M	-18.16K	-4.59%
Sep 30, 2025	MARKEL GROUP INC.	0.27%	379.64K	96.46M	0	0
Sep 30, 2025	BAMCO INC /NY/	0.31%	424.73K	107.92M	32.74K	+8.35%
Sep 30, 2025	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	0.31%	426.48K	108.36M	-31.78K	-6.94%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.92%	1.28M	325.37M	-6.7K	-0.52%
Sep 30, 2025	FIERA CAPITAL CORP	0.3%	413.17K	104.98M	-56.19K	-11.97%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.3%	419.62K	106.62M	-24.57K	-5.53%
Sep 30, 2025	FENIMORE ASSET MANAGEMENT INC	0.31%	434.68K	110.45M	6.99K	+1.63%
Sep 30, 2025	BERKSHIRE HATHAWAY INC	0.93%	1.29M	328.95M	0	0
Sep 30, 2025	JPMORGAN CHASE & CO	0.98%	1.37M	347.73M	-278.11K	-16.89%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.99%	1.38M	350.42M	69.7K	+5.31%
Sep 30, 2025	SCHWARTZ INVESTMENT COUNSEL INC	0.33%	455.71K	115.79M	0	0
Sep 30, 2025	MACQUARIE GROUP LTD	0.34%	472.13K	119.96M	-73.9K	-13.53%
Sep 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.22%	304.08K	77.26M	97.16K	+46.95%
Sep 30, 2025	SILVER HEIGHTS CAPITAL MANAGEMENT INC	0.22%	309.6K	78.67M	-5.24K	-1.66%
Sep 30, 2025	UBS GROUP AG	0.32%	443.89K	112.79M	211.6K	+91.09%
Sep 30, 2025	NORTHERN TRUST CORP	0.34%	477.77K	121.4M	-2.29K	-0.48%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.39%	538.66K	136.87M	-68	-0.01%
Sep 30, 2025	MORGAN STANLEY	0.39%	548.76K	139.43M	105.8K	+23.88%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.41%	563.65K	143.22M	-6.96K	-1.22%
Jun 30, 2025	VISUALIZE GROUP LP	0.1%	136.9K	33.76M	30.56K	+28.74%
Jun 30, 2025	WEITZ INVESTMENT MANAGEMENT, INC.	0.12%	162.9K	42.15M	0	0
Jun 30, 2025	GENEVA CAPITAL MANAGEMENT LLC	0.12%	166.98K	43.21M	5.05K	+3.12%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.13%	174.31K	45.1M	-531	-0.30%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.13%	174.44K	44M	-19.23K	-9.93%
Jun 30, 2025	PALISADE CAPITAL MANAGEMENT, LP	0.13%	181.83K	47.05M	-4.5K	-2.42%
Jun 30, 2025	NZS CAPITAL, LLC	0.13%	183.27K	47.42M	16.49K	+9.89%
Jun 30, 2025	ROYAL BANK OF CANADA	0.13%	184.33K	47.7M	35.24K	+23.64%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.13%	184.44K	47.72M	20.27K	+12.35%
Jun 30, 2025	ENSIGN PEAK ADVISORS, INC	0.14%	188.87K	48.87M	-15.98K	-7.80%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.25%	349.69K	90.48B	24.57K	+7.56%
Jun 30, 2025	MORGAN STANLEY	0.32%	442.96K	114.62B	16.36K	+3.83%
Jun 30, 2025	VANGUARD GROUP INC	6.02%	8.36M	2.16B	81.66K	+0.99%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	7.33%	10.19M	2.64B	-455.21K	-4.28%
Jun 30, 2025	IRONVINE CAPITAL PARTNERS, LLC	0.17%	234.87K	60.77M	-2.71K	-1.14%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.62%	860.47K	222.65M	-62.34K	-6.76%
Jun 30, 2025	UBS GROUP AG	0.17%	232.29K	60.1M	42.53K	+22.41%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.2%	275.63K	71.32M	-8.8K	-3.09%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.21%	289.52K	74.91M	-2.73K	-0.93%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.21%	293.14K	75.85M	79.23K	+37.04%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.22%	302.49K	78.27M	-5.36K	-1.74%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.18%	247.82K	64.12M	-43.2K	-14.84%
Jun 30, 2025	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	0.33%	458.26K	118.57M	-84.26K	-15.53%
Jun 30, 2025	MAREN CAPITAL LLC	0.41%	569.99K	147.48M	3.36K	+0.59%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.25%	344.13K	89.04M	-8.88K	-2.52%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.26%	358.29K	92.71M	248.86K	+227.40%
Jun 30, 2025	HIGHBRIDGE CAPITAL MANAGEMENT LLC	0.14%	191.46K	49.54M	84.05K	+78.25%
Jun 30, 2025	STATE STREET CORP	1.21%	1.68M	433.55M	2.91K	+0.17%
Jun 30, 2025	JPMORGAN CHASE & CO	1.18%	1.65M	426.07M	50.16K	+3.14%
Jun 30, 2025	NORGES BANK	0.99%	1.38M	356.59M	1.38M	+100.00%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.95%	1.31M	338.78M	3.2K	+0.24%
Jun 30, 2025	MACQUARIE GROUP LTD	0.39%	546.02K	141.28M	-266.75K	-32.82%
Jun 30, 2025	NORTHERN TRUST CORP	0.35%	480.06K	124.22M	-14.34K	-2.90%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.34%	467.97K	121.09M	51.22K	+12.29%
Jun 30, 2025	SCHWARTZ INVESTMENT COUNSEL INC	0.33%	455.71K	117.91M	0	0
Jun 30, 2025	BLACKROCK, INC.	4.07%	5.66M	1.47B	-44.56K	-0.78%
Jun 30, 2025	FMR LLC	3.74%	5.2M	1.35B	128.35K	+2.53%
Jun 30, 2025	BERKSHIRE HATHAWAY INC	0.93%	1.29M	334.98M	132.52K	+11.40%
Jun 30, 2025	DF DENT & CO INC	0.88%	1.22M	316.59M	-13.04K	-1.05%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.39%	538.73K	139.4M	61.09K	+12.79%
Jun 30, 2025	FIERA CAPITAL CORP	0.34%	469.36K	121.45M	8.72K	+1.89%
Jun 30, 2025	MANNING & NAPIER ADVISORS LLC	0.34%	466.5K	120.7M	73.05K	+18.57%
Jun 30, 2025	FENIMORE ASSET MANAGEMENT INC	0.31%	427.7K	110.67M	39.93K	+10.30%
Jun 30, 2025	CAPITAL INTERNATIONAL INVESTORS	0.28%	395.21K	102.23M	-9.13K	-2.26%
Jun 30, 2025	BAMCO INC /NY/	0.28%	391.99K	101.43M	45.29K	+13.06%
Jun 30, 2025	MARKEL GROUP INC.	0.27%	379.64K	98.23M	0	0
Jun 30, 2025	CAPITAL WORLD INVESTORS	0.22%	309.41K	80.06M	0	0
Jun 30, 2025	SNYDER CAPITAL MANAGEMENT L P	0.21%	286.33K	74.09M	-136.13K	-32.22%
Jun 30, 2025	VULCAN VALUE PARTNERS, LLC	0.19%	261.6K	73.14M	-198.14K	-43.10%
Jun 30, 2025	AUSTRALIANSUPER PTY LTD	0.14%	199.72K	51.68M	-309.61K	-60.79%
Jun 30, 2025		0.93%	1.29M	333.54M	-53.1K	-3.95%
Jun 30, 2025	WESTFIELD CAPITAL MANAGEMENT CO LP	0.26%	361.06K	93.42M	340.93K	+1,693.65%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.32%	444.19K	114.93M	4.49K	+1.02%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.41%	570.6K	147.64M	-1.25K	-0.22%
Jun 30, 2025	ARISTEIA CAPITAL LLC	0.43%	590.98K	152.92M	269.27K	+83.70%
Jun 30, 2025	GOBI CAPITAL LLC	0.47%	652.68K	168.88M	-6.9K	-1.05%
Jun 30, 2025	GIVERNY CAPITAL INC.	0.54%	749.49K	193.93M	7.48K	+1.01%
Jun 30, 2025	PORT CAPITAL LLC	0.61%	850.99K	220.19M	7.23K	+0.86%
Jun 30, 2025	FRED ALGER MANAGEMENT, LLC	0.71%	989.91K	256.14M	43.96K	+4.65%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.93%	1.29M	333.07M	20.81K	+1.64%
Jun 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.94%	1.31M	338.29M	11.68K	+0.90%
Jun 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.15%	206.92K	53.54M	187.72K	+977.70%
Jun 30, 2025	INVESCO LTD.	4.28%	5.95M	1.54B	435.79K	+7.90%
Jun 30, 2025	BROWN BROTHERS HARRIMAN & CO	0.16%	223.28K	57.77M	-12.45K	-5.28%
Jun 30, 2025	CONESTOGA CAPITAL ADVISORS, LLC	0.16%	228.7K	59.18M	-3.36K	-1.45%
Jun 30, 2025	SILVER HEIGHTS CAPITAL MANAGEMENT INC	0.23%	314.84K	81.46M	1.25K	+0.40%
Jun 30, 2025	QUANTUM CAPITAL MANAGEMENT, LLC / NJ	0.24%	333.03K	86.17M	-37.37K	-10.09%
Jun 30, 2025	INVESTMENT MANAGEMENT CORP OF ONTARIO	0.24%	333.84K	86.38M	-35.3K	-9.56%
Jun 30, 2025	TELEMARK ASSET MANAGEMENT, LLC	0.09%	125K	32.34M	0	0
Jun 30, 2025	MARSHALL WACE, LLP	0.09%	126.19K	32.65M	47.89K	+61.17%
Jun 30, 2025	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	0.09%	129.37K	33.47M	-4.52K	-3.38%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.23%	325.12K	68.59M	52.13K	+19.09%
Mar 31, 2025	VANGUARD GROUP INC	5.97%	8.28M	1.75B	135.17K	+1.66%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	7.67%	10.65M	2.25B	145.3K	+1.38%
Mar 31, 2025	INVESCO LTD.	3.97%	5.52M	1.16B	-79.02K	-1.41%
Mar 31, 2025	STATE STREET CORP	1.2%	1.67M	352.87M	-10.87K	-0.65%
Mar 31, 2025	GIVERNY CAPITAL INC.	0.53%	742.01K	156.54M	356	+0.05%
Mar 31, 2025	MAREN CAPITAL LLC	0.41%	566.62K	119.54M	41.46K	+7.89%
Mar 31, 2025	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	0.39%	542.52K	114.45M	2.34K	+0.43%
Mar 31, 2025	NORTHERN TRUST CORP	0.36%	494.4K	104.3M	-4.24K	-0.85%
Mar 31, 2025	MORGAN STANLEY	0.31%	426.61K	90M	-19.54K	-4.38%
Mar 31, 2025	QUANTUM CAPITAL MANAGEMENT, LLC / NJ	0.27%	370.4K	78.14M	36.2K	+10.83%
Mar 31, 2025	IRONVINE CAPITAL PARTNERS, LLC	0.17%	237.58K	50.12M	-1.93K	-0.80%
Mar 31, 2025	BLACKROCK, INC.	4.11%	5.71M	1.2B	-55.86K	-0.97%
Mar 31, 2025	GOBI CAPITAL LLC	0.48%	659.58K	139.15M	9.2K	+1.41%
Mar 31, 2025	AUSTRALIANSUPER PTY LTD	0.37%	509.33K	107.45M	-373.65K	-42.32%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.41%	571.85K	120.64M	7.85K	+1.39%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.2%	284.42K	60M	-7.89K	-2.70%
Mar 31, 2025	JPMORGAN CHASE & CO	1.15%	1.6M	336.81M	-88.02K	-5.23%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.34%	477.63K	100.77M	234.8K	+96.69%
Mar 31, 2025	SCHWARTZ INVESTMENT COUNSEL INC	0.33%	455.71K	96.14M	0	0
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.94%	1.31M	275.83M	71.47K	+5.77%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.91%	1.27M	267.17M	12.43K	+0.99%
Mar 31, 2025	DF DENT & CO INC	0.89%	1.24M	260.88M	2.14K	+0.17%
Mar 31, 2025	BERKSHIRE HATHAWAY INC	0.84%	1.16M	245.17M	112.4K	+10.71%
Mar 31, 2025	FRED ALGER MANAGEMENT, LLC	0.68%	945.95K	199.57M	12.04K	+1.29%
Mar 31, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.66%	922.81K	194.69M	-178.48K	-16.21%
Mar 31, 2025	FIERA CAPITAL CORP	0.33%	460.64K	97.18M	-16.29K	-3.42%
Mar 31, 2025	VULCAN VALUE PARTNERS, LLC	0.33%	459.74K	97.04M	-45.63K	-9.03%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.32%	439.7K	92.76M	343	+0.08%
Mar 31, 2025	ARISTEIA CAPITAL LLC	0.23%	321.7K	67.87M	-220K	-40.61%
Mar 31, 2025	SILVER HEIGHTS CAPITAL MANAGEMENT INC	0.23%	313.59K	66.16M	-2.3K	-0.73%
Mar 31, 2025	CAPITAL WORLD INVESTORS	0.22%	309.41K	65.28M	950	+0.31%
Mar 31, 2025	CONESTOGA CAPITAL ADVISORS, LLC	0.17%	232.06K	48.96M	9.61K	+4.32%
Mar 31, 2025	MACQUARIE GROUP LTD	0.59%	812.77K	171.47M	-76.48K	-8.60%
Mar 31, 2025	PORT CAPITAL LLC	0.61%	843.76K	178.01M	-43.06K	-4.86%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.25%	353.01K	74.47M	21.62K	+6.53%
Mar 31, 2025	BAMCO INC /NY/	0.25%	346.7K	73.14M	0	0
Mar 31, 2025	CAPITAL INTERNATIONAL INVESTORS	0.29%	404.34K	85.16M	-50.1K	-11.02%
Mar 31, 2025	MANNING & NAPIER ADVISORS LLC	0.28%	393.45K	83.01M	321.1K	+443.77%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.22%	307.84K	64.94M	-3.83K	-1.23%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.21%	292.24K	61.65M	-8.86K	-2.94%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.21%	291.02K	61.4M	-5.05K	-1.71%
Mar 31, 2025	MARKEL GROUP INC.	0.27%	379.64K	80.09M	0	0
Mar 31, 2025	FENIMORE ASSET MANAGEMENT INC	0.28%	387.77K	81.81M	10.84K	+2.88%
Mar 31, 2025	FMR LLC	3.65%	5.07M	1.07B	159.76K	+3.25%
Mar 31, 2025	SNYDER CAPITAL MANAGEMENT L P	0.3%	422.46K	89.13M	-35.52K	-7.76%
Mar 31, 2025	INVESTMENT MANAGEMENT CORP OF ONTARIO	0.27%	369.14K	77.88M	369.14K	+100.00%
Mar 31, 2025	BROWN BROTHERS HARRIMAN & CO	0.17%	235.73K	49.73M	34.12K	+16.93%
Mar 31, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.93%	1.3M	273.36M	20.98K	+1.65%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.3%	416.75K	87.92M	20.99K	+5.30%
Mar 31, 2024	JPMORGAN CHASE & CO	1.11%	1.54M	237.09M	-199.27K	-11.46%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.2%	279.34K	43M	-61.99K	-18.16%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.2%	282.25K	43.45M	7.19K	+2.61%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.22%	298.54K	45.96M	5.64K	+1.92%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.22%	299.02K	46.03M	-28.03K	-8.57%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.25%	339.48K	52.26M	-86.29K	-20.27%
Mar 31, 2024	FIERA CAPITAL CORP	0.25%	343.92K	52.94M	343.92K	+100.00%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.25%	345.13K	53.13M	37.72K	+12.27%
Mar 31, 2024	FENIMORE ASSET MANAGEMENT INC	0.27%	376.17K	57.91M	35.35K	+10.37%
Mar 31, 2024	MORGAN STANLEY	0.27%	377.91K	58.18M	18.69K	+5.20%
Mar 31, 2024	SILVER HEIGHTS CAPITAL MANAGEMENT INC	0.3%	415.45K	63.95M	-2.93K	-0.70%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.32%	438.23K	67.46M	-27.77K	-5.96%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.34%	465.79K	71.7M	70.67K	+17.88%
Mar 31, 2024	NORTHERN TRUST CORP	0.34%	475.4K	73.18M	-20.37K	-4.11%
Mar 31, 2024	SCHWARTZ INVESTMENT COUNSEL INC	0.34%	476.5K	73.35M	0	0
Mar 31, 2024	QUANTUM CAPITAL MANAGEMENT, LLC / NJ	0.37%	511.5K	78.74M	34.97K	+7.34%
Mar 31, 2024	MAREN CAPITAL LLC	0.38%	526.49K	81.05M	202.3K	+62.40%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.38%	531.24K	81.78M	33.87K	+6.81%
Mar 31, 2024	SNYDER CAPITAL MANAGEMENT L P	0.41%	562.47K	86.59M	-12.49K	-2.17%
Mar 31, 2024	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	0.42%	573.88K	88.34M	-425	-0.07%
Mar 31, 2024	BARCLAYS PLC	0.74%	1.02M	156.76M	214.19K	+26.64%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.81%	1.11M	171.04M	54.26K	+5.12%
Mar 31, 2024	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.82%	1.13M	173.91M	223.74K	+24.70%
Mar 31, 2024	FRED ALGER MANAGEMENT, LLC	0.84%	1.16M	178.87M	81.37K	+7.53%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.88%	1.22M	187.95M	21.25K	+1.77%
Mar 31, 2024	AUSTRALIANSUPER PTY LTD	0.91%	1.26M	192.79M	90.94K	+7.75%
Mar 31, 2024	MACQUARIE GROUP LTD	0.93%	1.28M	197.15M	-67.32K	-4.99%
Mar 31, 2024	DF DENT & CO INC	1.06%	1.47M	226.3M	60.43K	+4.29%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.18%	252.21K	38.82M	-38.07K	-13.11%
Mar 31, 2024	FMR LLC	3.75%	5.19M	799.16M	248.18K	+5.02%
Mar 31, 2024	ARISTEIA CAPITAL LLC	0.18%	246.33K	37.92M	208.03K	+543.21%
Mar 31, 2024	BLACKROCK INC.	4.01%	5.54M	852.72M	224.9K	+4.23%
Mar 31, 2024	INVESCO LTD.	4.38%	6.05M	931.86M	3.02M	+99.55%
Mar 31, 2024	VANGUARD GROUP INC	5.78%	8M	1.23B	-19.03K	-0.24%
Mar 31, 2024	GOBI CAPITAL LLC	0.44%	613.09K	94.38M	88.38K	+16.84%
Mar 31, 2024	INVESTMENT MANAGEMENT CORP OF ONTARIO	0.45%	620.29K	95.49M	-600	-0.10%
Mar 31, 2024	VULCAN VALUE PARTNERS, LLC	0.6%	831.81K	127.98M	-41.19K	-4.72%
Mar 31, 2024	PORT CAPITAL LLC	0.68%	943.21K	145.2M	11.13K	+1.19%
Mar 31, 2024	STRS OHIO	0.08%	107.99K	16.62M	-1.07K	-0.98%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.08%	108.45K	16.69M	0	0
Mar 31, 2024	RHUMBLINE ADVISERS	0.08%	111.09K	17.1M	-2.45K	-2.15%
Mar 31, 2024	SEI INVESTMENTS CO	0.08%	113.87K	17.53B	-20.96K	-15.54%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.09%	118.8K	18.29M	-29.2K	-19.73%
Mar 31, 2024	BROADCREST ASSET MANAGEMENT, LLC	0.09%	120K	18.47M	-10K	-7.69%
Mar 31, 2024	TELEMARK ASSET MANAGEMENT, LLC	0.09%	125K	19.24M	0	0
Mar 31, 2024	BROWN BROTHERS HARRIMAN & CO	0.09%	128.78K	19.82M	36.29K	+39.24%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.1%	134.3K	20.67M	-20.99K	-13.52%
Mar 31, 2024	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	0.12%	161.77K	24.9M	7.42K	+4.80%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.13%	175.41K	27M	-6.49K	-3.57%
Mar 31, 2024	BOSTON FINANCIAL MANGEMENT LLC	0.13%	176.6K	27.19M	459	+0.26%
Mar 31, 2024	GENEVA CAPITAL MANAGEMENT LLC	0.13%	180.05K	27.72M	-3.01K	-1.65%
Mar 31, 2024	WEITZ INVESTMENT MANAGEMENT, INC.	0.13%	183.3K	28.22M	0	0
Mar 31, 2024	CONESTOGA CAPITAL ADVISORS, LLC	0.13%	183.75K	28.29M	9.28K	+5.32%
Mar 31, 2024	SWISS NATIONAL BANK	0.16%	225.1K	34.65M	-9.8K	-4.17%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.17%	236.09K	36.34M	-80	-0.03%
Mar 31, 2024	STATE STREET CORP	1.24%	1.72M	264.44M	19.66K	+1.16%
Mar 31, 2024	ENSIGN PEAK ADVISORS, INC	0.22%	307.64K	47.36M	-130.81K	-29.84%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.23%	322.06K	49.58M	-9.8K	-2.95%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.23%	324.16K	49.9M	-153.25K	-32.10%
Mar 31, 2024	BAMCO INC /NY/	0.24%	332.94K	51.25M	16.32K	+5.15%
Mar 31, 2024	MARKEL GROUP INC.	0.27%	379.64K	58.44M	0	0
Mar 31, 2024	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0.51%	702.75K	108.18M	-374.55K	-34.77%
Mar 31, 2024	GIVERNY CAPITAL INC.	0.52%	719K	110.68M	22.39K	+3.21%
Mar 31, 2024	CAPITAL INTERNATIONAL INVESTORS	0.72%	994K	153.02M	451.53K	+83.24%
Mar 31, 2024	STATE OF WISCONSIN INVESTMENT BOARD	0.74%	1.03M	158.25M	-55.23K	-5.10%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	7.85%	10.86M	1.67B	655.66K	+6.43%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.17%	241.22K	37.13M	34.34K	+16.60%
Dec 31, 2023	BLACKROCK INC.	3.87%	5.31M	756.99M	132.97K	+2.57%
Dec 31, 2023	VANGUARD GROUP INC	5.84%	8.01M	1.14B	72.57K	+0.91%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	7.44%	10.2M	1.45B	758.19K	+8.03%
Dec 31, 2023	CITADEL ADVISORS LLC	0.19%	266.78K	38M	-130.42K	-32.83%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.2%	275.06K	39.18M	2.73K	+1.00%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.21%	290.27K	41.35M	42.45K	+17.13%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.21%	292.91K	41.72M	-10.25K	-3.38%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.22%	307.41K	43.79M	51.26K	+20.01%
Dec 31, 2023	BAMCO INC /NY/	0.23%	316.62K	45.1M	11.66K	+3.82%
Dec 31, 2023		0.24%	324.19K	46.18M	324.19K	+100.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.24%	327.05K	46.58M	5.82K	+1.81%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.24%	331.86K	47.27M	5.53K	+1.69%
Dec 31, 2023	FENIMORE ASSET MANAGEMENT INC	0.25%	340.82K	48.55M	-682	-0.20%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0.25%	341.32K	48.62M	-94.24K	-21.64%
Dec 31, 2023	MORGAN STANLEY	0.26%	359.22K	51.17M	-90.24K	-20.08%
Dec 31, 2023	MARKEL GROUP INC.	0.28%	379.64K	54.08M	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.29%	395.12K	56.28M	13.08K	+3.42%
Dec 31, 2023	SILVER HEIGHTS CAPITAL MANAGEMENT INC	0.3%	418.38K	59.59M	4.16K	+1.00%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.31%	425.77K	60.65M	8.49K	+2.04%
Dec 31, 2023	INVESCO LTD.	2.21%	3.03M	432.09M	-405.29K	-11.79%
Dec 31, 2023	FMR LLC	3.6%	4.94M	704.11M	-50.01K	-1.00%
Dec 31, 2023	ENSIGN PEAK ADVISORS, INC	0.32%	438.45K	62.45M	-34.44K	-7.28%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.34%	466K	66.38M	93.24K	+25.01%
Dec 31, 2023	SCHWARTZ INVESTMENT COUNSEL INC	0.35%	476.5K	67.87M	0	0
Dec 31, 2023	QUANTUM CAPITAL MANAGEMENT, LLC / NJ	0.35%	476.53K	67.88M	-13.45K	-2.75%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.35%	477.41K	68M	-96.75K	-16.85%
Dec 31, 2023	NORTHERN TRUST CORP	0.36%	495.77K	70.62M	-15.52K	-3.03%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.36%	497.37K	70.85M	60.66K	+13.89%
Dec 31, 2023	GOBI CAPITAL LLC	0.38%	524.71K	74.74M	0	0
Dec 31, 2023	CAPITAL INTERNATIONAL INVESTORS	0.4%	542.47K	77.27M	-58.35K	-9.71%
Dec 31, 2023	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	0.42%	574.31K	81.8M	-12.51K	-2.13%
Dec 31, 2023	SNYDER CAPITAL MANAGEMENT L P	0.42%	574.96K	83.47M	-109.08K	-15.95%
Dec 31, 2023	INVESTMENT MANAGEMENT CORP OF ONTARIO	0.45%	620.89K	88.44M	1.78K	+0.29%
Dec 31, 2023	GIVERNY CAPITAL INC.	0.51%	696.6K	99.22M	-15.85K	-2.22%
Dec 31, 2023	BARCLAYS PLC	0.59%	804.13K	114.54M	-62.52K	-7.21%
Dec 31, 2023	VULCAN VALUE PARTNERS, LLC	0.64%	873K	124.31M	-129.34K	-12.90%
Dec 31, 2023	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.66%	906.01K	129.05M	77.74K	+9.39%
Dec 31, 2023	PORT CAPITAL LLC	0.68%	932.08K	132.77M	4.33K	+0.47%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.77%	1.06M	150.53M	32.35K	+3.15%
Dec 31, 2023	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0.79%	1.08M	153.45M	-262.72K	-19.61%
Dec 31, 2023	FRED ALGER MANAGEMENT, LLC	0.79%	1.08M	153.92M	288.46K	+36.42%
Dec 31, 2023	STATE OF WISCONSIN INVESTMENT BOARD	0.79%	1.08M	154.29M	84.79K	+8.49%
Dec 31, 2023	AUSTRALIANSUPER PTY LTD	0.86%	1.17M	167.13M	323.37K	+38.04%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.87%	1.2M	170.88M	208.24K	+21.00%
Dec 31, 2023	NORGES BANK	0.89%	1.23M	174.7M	1.23M	+100.00%
Dec 31, 2023	MACQUARIE GROUP LTD	0.98%	1.35M	192.01M	-125.72K	-8.53%
Dec 31, 2023	DF DENT & CO INC	1.03%	1.41M	200.78M	-18.48K	-1.29%
Dec 31, 2023	WCM INVESTMENT MANAGEMENT, LLC	1.06%	1.45M	206.95M	-1M	-40.80%
Dec 31, 2023	STATE STREET CORP	1.24%	1.7M	241.89M	44.97K	+2.72%
Dec 31, 2023	JPMORGAN CHASE & CO	1.27%	1.74M	247.76M	215.99K	+14.18%

Insiders

Among the HEI-A insiders holding of 11.09% of the stake in company, MENDELSON LAURANS A, COB and CEO, holds the largest shares of 1.69M. MENDELSON VICTOR H, Co-President, is the second largest HEI-A insider with ownership of 1.18M shares. SCHRIESHEIM ALAN, director, stands third with possession of 105.11K shares of that stake.

Insiders	Designation	Shares Held
MENDELSON LAURANS A	COB and CEO	1.69M
MENDELSON VICTOR H	Co-President	1.18M
SCHRIESHEIM ALAN	director	105.11K
MACAU CARLOS L	EVP-CFO & Treasurer	48.72K
MENDELSON ERIC A	Co-President	5.58K
CULLIGAN THOMAS M	director	4.74K
HENRIQUES ADOLFO	director	4.74K
WALKER STEVEN M	Chief Accounting Officer	2.06K
SCHWITTER FRANK J	director	1.66K
HILDEBRANDT MARK H	director	781
FINE CAROL F.	director	479
NEITZEL JULIE	director	447
IRWIN THOMAS S	Sr Exec VP	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jan 02, 2024	SCHWITTER FRANK J	SALE	178.06	550	97.93K	1.66K
Dec 27, 2023	NEITZEL JULIE	SALE	179.54	1.45K	260.34K	447
Oct 18, 2023	MENDELSON LAURANS A	SALE	166.01	1.52K	252.83K	1.69M
Oct 17, 2023	MENDELSON LAURANS A	SALE	166.20	23.48K	3.9M	1.69M
Sep 12, 2023	SCHRIESHEIM ALAN	SALE	164.23	2K	328.46K	105.11K
Jun 07, 2023	HILDEBRANDT MARK H	PURCHASE	127.98	781	99.95K	781
Jun 02, 2023	SCHWITTER FRANK J	PURCHASE	158.20	120	18.98K	2.21K
Jun 02, 2023	MENDELSON VICTOR H	PURCHASE	158.20	120	18.98K	1.18M
Jun 02, 2023	MENDELSON ERIC A	PURCHASE	158.20	120	18.98K	5.58K
Jun 02, 2023	HENRIQUES ADOLFO	PURCHASE	158.20	120	18.98K	4.74K
Jun 02, 2023	FINE CAROL F.	PURCHASE	158.20	450	71.19K	479
Jun 02, 2023	MENDELSON LAURANS A	PURCHASE	125.83	310	39.01K	16.59K
Jun 02, 2023	HILDEBRANDT MARK H	PURCHASE	158.20	120	18.98K	4.74K
Jun 02, 2023	SCHRIESHEIM ALAN	PURCHASE	125.83	570	71.72K	832
Jun 02, 2023	NEITZEL JULIE	PURCHASE	158.20	120	18.98K	1.9K
Jun 02, 2023	CULLIGAN THOMAS M	PURCHASE	158.20	120	18.98K	4.74K
Apr 12, 2023	NEITZEL JULIE	SALE	133.61	250	33.4K	155
Apr 05, 2023	SCHRIESHEIM ALAN	SALE	166.79	20K	3.34M	114.26K
Mar 03, 2023	SCHWITTER FRANK J	SALE	138.65	600	83.19K	0
Jan 25, 2023	SCHRIESHEIM ALAN	SALE	167.33	15K	2.51M	115.33K
Jan 10, 2023	IRWIN THOMAS S	SALE	121.56	3.61K	438.6K	0
Jan 10, 2023	MENDELSON LAURANS A	PURCHASE	157.07	865	135.86K	929.26K
Jan 10, 2023	MENDELSON ERIC A	PURCHASE	157.07	1.38K	217.22K	5.46K
Jan 10, 2023	CULLIGAN THOMAS M	PURCHASE	157.07	1.39K	217.54K	4.62K
Jan 10, 2023	SCHRIESHEIM ALAN	PURCHASE	122.05	1.36K	166.23K	1.36K
Jan 10, 2023	NEITZEL JULIE	PURCHASE	157.07	1.39K	217.54K	1.78K
Jan 10, 2023	HILDEBRANDT MARK H	PURCHASE	157.07	1.39K	217.54K	4.62K
Jan 10, 2023	HENRIQUES ADOLFO	PURCHASE	157.07	1.39K	217.54K	4.62K
Jan 10, 2023	FINE CAROL F.	PURCHASE	157.07	29	4.55K	29
Jan 10, 2023	MENDELSON VICTOR H	PURCHASE	157.07	1.38K	217.22K	1.13M
Jan 10, 2023	SCHWITTER FRANK J	PURCHASE	157.07	1.39K	217.54K	2.09K
Jan 05, 2023	NEITZEL JULIE	SALE	117.32	926	108.64K	405
Jan 04, 2023	SCHWITTER FRANK J	SALE	118.50	300	35.55K	600
Oct 14, 2022	SCHWITTER FRANK J	SALE	112.37	435	48.88K	900
Oct 12, 2022	SCHRIESHEIM ALAN	SALE	144.98	6K	869.87K	95.45K
Jan 11, 2022	SCHRIESHEIM ALAN	SALE	148.08	5K	740.39K	101.86K
Dec 28, 2021	MENDELSON LAURANS A	SALE	144.25	8.87K	1.28M	928.39K
Oct 04, 2021	SCHWITTER FRANK J	SALE	134.08	400	53.63K	700
Sep 08, 2021	MENDELSON VICTOR H	PURCHASE	124.89	834	104.15K	4.07K
Sep 08, 2021	CULLIGAN THOMAS M	PURCHASE	112.13	926	103.83K	10.35K
Sep 08, 2021	SCHRIESHEIM ALAN	PURCHASE	112.13	926	103.83K	63.3K
Sep 08, 2021	HENRIQUES ADOLFO	PURCHASE	112.13	925	103.72K	23.39K
Sep 08, 2021	HILDEBRANDT MARK H	PURCHASE	112.13	926	103.83K	48.75K
Sep 08, 2021	MENDELSON ERIC A	PURCHASE	124.89	834	104.15K	4.07K
Sep 08, 2021	NEITZEL JULIE	PURCHASE	112.13	926	103.83K	1.75K
Apr 21, 2021	SCHWITTER FRANK J	SALE	135.50	491	66.53K	1.1K
Apr 14, 2021	NEITZEL JULIE	SALE	133.84	978	130.89K	392
Jan 21, 2021	SCHRIESHEIM ALAN	SALE	115.90	3K	347.71K	37.82K
Jan 15, 2021	MENDELSON LAURANS A	PURCHASE	118.63	1.05K	125.03K	15.08K
Jan 13, 2021	SCHWITTER FRANK J	SALE	122.22	300	36.67K	910
Jan 05, 2021	IRWIN THOMAS S	SALE	115.43	10K	1.15M	23.61K
Oct 13, 2020	MACAU CARLOS L	SALE	95.25	24.4K	2.32M	48.72K
Oct 12, 2020	CULLIGAN THOMAS M	PURCHASE	111.44	978	108.99K	3.24K
Oct 12, 2020	MACAU CARLOS L	SALE	96.66	15.6K	1.51M	73.12K
Oct 12, 2020	HILDEBRANDT MARK H	PURCHASE	111.44	978	108.99K	3.24K
Oct 12, 2020	NEITZEL JULIE	PURCHASE	111.44	978	108.99K	1.37K
Oct 12, 2020	MENDELSON ERIC A	PURCHASE	111.44	978	108.99K	3.24K
Oct 12, 2020	SCHWITTER FRANK J	PURCHASE	111.44	978	108.99K	1.59K
Oct 12, 2020	HENRIQUES ADOLFO	PURCHASE	111.44	978	108.99K	3.24K
Oct 12, 2020	MENDELSON VICTOR H	PURCHASE	111.44	978	108.99K	3.24K
Oct 09, 2020	MACAU CARLOS L	SALE	97.64	6.67K	651.25K	88.72K
Sep 10, 2020	SCHRIESHEIM ALAN	SALE	88.56	10K	885.59K	42.11K
Jul 27, 2020	SCHRIESHEIM ALAN	SALE	75.06	2K	150.12K	52.11K
Jul 08, 2020	SCHRIESHEIM ALAN	SALE	80.04	2K	160.09K	54.11K
Jun 22, 2020	MENDELSON VICTOR H	SALE	88.02	9.11K	802.24K	175.75K
Jun 22, 2020	MENDELSON LAURANS A	SALE	88.02	9.11K	802.07K	14.02K
Jun 19, 2020	MENDELSON LAURANS A	SALE	90.10	18.74K	1.69M	23.14K
Jun 19, 2020	MENDELSON VICTOR H	SALE	90.10	18.74K	1.69M	184.86K
Jun 18, 2020	MENDELSON VICTOR H	SALE	91.15	22.15K	2.02M	204.71K
Jun 18, 2020	MENDELSON LAURANS A	SALE	91.15	22.15K	2.02M	41.88K
Jun 17, 2020	MENDELSON LAURANS A	SALE	91.36	50K	4.57M	64.02K
Jun 17, 2020	MENDELSON VICTOR H	SALE	91.29	18.18K	1.66M	226.85K
Jun 16, 2020	MENDELSON ERIC A	SALE	92.21	100K	9.22M	183.74K
Jun 16, 2020	MENDELSON VICTOR H	SALE	91.77	31.82K	2.92M	245.03K
Apr 09, 2020	SCHWITTER FRANK J	SALE	85.08	700	59.55K	613
Dec 20, 2019	MACAU CARLOS L	PURCHASE	91.21	1K	91.21K	1K
Oct 29, 2019	MENDELSON LAURANS A	PURCHASE	120.70	949	114.55K	928.39K
Oct 29, 2019	MENDELSON VICTOR H	PURCHASE	120.70	949	114.55K	2.26K
Oct 29, 2019	CULLIGAN THOMAS M	PURCHASE	120.70	949	114.55K	2.26K
Oct 29, 2019	HILDEBRANDT MARK H	PURCHASE	120.70	949	114.55K	2.26K
Oct 29, 2019	MENDELSON ERIC A	PURCHASE	120.70	949	114.55K	2.26K
Oct 29, 2019	HENRIQUES ADOLFO	PURCHASE	120.70	950	114.67K	2.26K
Oct 29, 2019	NEITZEL JULIE	PURCHASE	120.70	950	114.67K	2.26K
Oct 28, 2019	SCHWITTER FRANK J	PURCHASE	94.82	1.21K	114.73K	1.21K
Jun 27, 2019	WALKER STEVEN M	SALE	103.00	4.2K	432.6K	2.06K
Jun 19, 2019	MENDELSON ERIC A	SALE	102.92	19.27K	1.98M	283.74K
Jun 17, 2019	SCHRIESHEIM ALAN	SALE	100.35	5K	501.74K	33.12K
Jun 14, 2019	HILDEBRANDT MARK H	PURCHASE	100.71	987	99.4K	987
Jun 11, 2019	MENDELSON ERIC A	SALE	101.62	39K	3.96M	303.01K
Jun 10, 2019	HILDEBRANDT MARK H	PURCHASE	103.34	963	99.52K	3.02K
May 31, 2019	MENDELSON LAURANS A	SALE	98.17	100K	9.82M	114.02K
Apr 15, 2019	SCHRIESHEIM ALAN	SALE	85.86	8K	686.86K	1.7K
Mar 20, 2019	SCHRIESHEIM ALAN	SALE	79.88	15K	1.2M	9.7K
Mar 06, 2019	SCHWITTER FRANK J	SALE	78.07	1.76K	137.09K	0
Jan 22, 2019	SCHRIESHEIM ALAN	PURCHASE	79.59	1.45K	115.01K	10.38K
Jan 10, 2019	IRWIN THOMAS S	SALE	63.52	5K	317.62K	33.61K
Oct 09, 2018	CULLIGAN THOMAS M	PURCHASE	88.21	1.31K	115.73K	1.31K
Oct 09, 2018	MENDELSON VICTOR H	PURCHASE	88.21	1.31K	115.64K	1.31K

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares0.34

Short Percent Of Float0.65

Shares Outstanding84.06M

Shares Float118.21M

Shares Short476.34K

Short Ratio2.09

0.65%

Short % of Float

0.34%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

11.09% Percentage of Shares held by All Insiders

89.09% Percentage of Shares held by All Institutions

100.2% Percentage of Float held by Institutions

771

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	MAREN CAPITAL LLC	0.43%	598.49K	152.07M	28.51K	+5.00%
Sep 30, 2025	ARISTEIA CAPITAL LLC	0.44%	612.8K	155.71M	21.83K	+3.69%
Sep 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.89%	1.24M	315.83M	-64.43K	-4.93%
Sep 30, 2025		0.92%	1.28M	326.07M	-8K	-0.62%
Sep 30, 2025	BLACKROCK, INC.	4.23%	5.89M	1.5B	226.89K	+4.01%
Sep 30, 2025	VANGUARD GROUP INC	6.25%	8.7M	2.21B	331.89K	+3.97%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.18%	244.48K	62.12M	-48.65K	-16.60%
Sep 30, 2025	VULCAN VALUE PARTNERS, LLC	0.19%	270.38K	68.67M	8.78K	+3.36%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.2%	279.7K	71.07M	4.07K	+1.48%
Sep 30, 2025	SNYDER CAPITAL MANAGEMENT L P	0.2%	281.43K	71.51M	-4.9K	-1.71%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.2%	282.52K	71.79M	-6.99K	-2.42%
Sep 30, 2025	QUANTUM CAPITAL MANAGEMENT, LLC / NJ	0.22%	299.39K	76.07M	-33.63K	-10.10%
Sep 30, 2025	PORT CAPITAL LLC	0.62%	856.19K	217.55M	5.2K	+0.61%
Sep 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.64%	886.36K	225.21M	25.89K	+3.01%
Sep 30, 2025	FRED ALGER MANAGEMENT, LLC	0.65%	908.64K	230.88M	-81.27K	-8.21%
Sep 30, 2025	DF DENT & CO INC	0.81%	1.12M	285.56M	-99.68K	-8.15%
Sep 30, 2025	STATE STREET CORP	1.24%	1.73M	438.39M	49.79K	+2.97%
Sep 30, 2025	FMR LLC	3.76%	5.23M	1.33B	34.34K	+0.66%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.07%	102.76K	26.11M	1.54K	+1.52%
Sep 30, 2025	HIGHBRIDGE CAPITAL MANAGEMENT LLC	0.08%	108.29K	27.52M	-83.16K	-43.44%
Sep 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.08%	108.31K	27.52M	0	0
Sep 30, 2025	TELEMARK ASSET MANAGEMENT, LLC	0.09%	125K	31.76M	0	0
Sep 30, 2025	DEUTSCHE BANK AG\	0.1%	132.59K	33.69M	35.3K	+36.29%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.11%	149.15K	37.65M	-25.29K	-14.50%
Sep 30, 2025	ENSIGN PEAK ADVISORS, INC	0.11%	154.45K	39.24M	-34.42K	-18.22%
Sep 30, 2025	GENEVA CAPITAL MANAGEMENT LLC	0.11%	159.34K	40.49M	-7.64K	-4.58%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.12%	161.93K	41.14M	-5.11K	-3.06%
Sep 30, 2025	WEITZ INVESTMENT MANAGEMENT, INC.	0.12%	162.78K	41.36M	-121	-0.07%
Sep 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.13%	177.74K	45.16M	67.36K	+61.03%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.13%	184.17K	46.8M	-267	-0.14%
Sep 30, 2025	NZS CAPITAL, LLC	0.14%	197.63K	50.22M	14.36K	+7.84%
Sep 30, 2025	NUVEEN, LLC	0.16%	216.74K	55.07M	13.2K	+6.49%
Sep 30, 2025	SWISS NATIONAL BANK	0.16%	218.1K	55.42M	-10.5K	-4.59%
Sep 30, 2025	SEI INVESTMENTS CO	0.16%	227.1K	57.7M	46.25K	+25.57%
Sep 30, 2025	CONESTOGA CAPITAL ADVISORS, LLC	0.17%	229.96K	58.43M	1.26K	+0.55%
Sep 30, 2025	BROWN BROTHERS HARRIMAN & CO	0.17%	231.31K	58.77M	8.03K	+3.60%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.27%	373.76K	94.97M	-94.21K	-20.13%
Sep 30, 2025	GOBI CAPITAL LLC	0.47%	652.68K	165.84M	0	0
Sep 30, 2025	GIVERNY CAPITAL INC.	0.54%	749.5K	190.44M	9	0.00%
Sep 30, 2025	MANNING & NAPIER ADVISORS LLC	0.17%	242.33K	61.57M	-224.17K	-48.05%
Sep 30, 2025	IRONVINE CAPITAL PARTNERS, LLC	0.17%	234.51K	59.59M	-360	-0.15%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.17%	240.37K	61.07M	-7.46K	-3.01%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	7.41%	10.3M	2.62B	111.11K	+1.09%
Sep 30, 2025	CAPITAL WORLD INVESTORS	0.22%	310.5K	78.9M	1.09K	+0.35%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.23%	323.44K	82.18M	-34.85K	-9.73%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.25%	354.21K	90M	4.51K	+1.29%
Sep 30, 2025	WESTFIELD CAPITAL MANAGEMENT CO LP	0.29%	409.5K	104.05M	48.44K	+13.41%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.21%	297.38K	75.55M	-5.11K	-1.69%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.23%	326.28K	82.9M	-17.85K	-5.19%
Sep 30, 2025	INVESTMENT MANAGEMENT CORP OF ONTARIO	0.24%	335.54K	85.26M	1.71K	+0.51%
Sep 30, 2025	CAPITAL INTERNATIONAL INVESTORS	0.27%	377.05K	95.61M	-18.16K	-4.59%
Sep 30, 2025	MARKEL GROUP INC.	0.27%	379.64K	96.46M	0	0
Sep 30, 2025	BAMCO INC /NY/	0.31%	424.73K	107.92M	32.74K	+8.35%
Sep 30, 2025	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	0.31%	426.48K	108.36M	-31.78K	-6.94%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.92%	1.28M	325.37M	-6.7K	-0.52%
Sep 30, 2025	FIERA CAPITAL CORP	0.3%	413.17K	104.98M	-56.19K	-11.97%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.3%	419.62K	106.62M	-24.57K	-5.53%
Sep 30, 2025	FENIMORE ASSET MANAGEMENT INC	0.31%	434.68K	110.45M	6.99K	+1.63%
Sep 30, 2025	BERKSHIRE HATHAWAY INC	0.93%	1.29M	328.95M	0	0
Sep 30, 2025	JPMORGAN CHASE & CO	0.98%	1.37M	347.73M	-278.11K	-16.89%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.99%	1.38M	350.42M	69.7K	+5.31%
Sep 30, 2025	SCHWARTZ INVESTMENT COUNSEL INC	0.33%	455.71K	115.79M	0	0
Sep 30, 2025	MACQUARIE GROUP LTD	0.34%	472.13K	119.96M	-73.9K	-13.53%
Sep 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.22%	304.08K	77.26M	97.16K	+46.95%
Sep 30, 2025	SILVER HEIGHTS CAPITAL MANAGEMENT INC	0.22%	309.6K	78.67M	-5.24K	-1.66%
Sep 30, 2025	UBS GROUP AG	0.32%	443.89K	112.79M	211.6K	+91.09%
Sep 30, 2025	NORTHERN TRUST CORP	0.34%	477.77K	121.4M	-2.29K	-0.48%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.39%	538.66K	136.87M	-68	-0.01%
Sep 30, 2025	MORGAN STANLEY	0.39%	548.76K	139.43M	105.8K	+23.88%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.41%	563.65K	143.22M	-6.96K	-1.22%
Jun 30, 2025	VISUALIZE GROUP LP	0.1%	136.9K	33.76M	30.56K	+28.74%
Jun 30, 2025	WEITZ INVESTMENT MANAGEMENT, INC.	0.12%	162.9K	42.15M	0	0
Jun 30, 2025	GENEVA CAPITAL MANAGEMENT LLC	0.12%	166.98K	43.21M	5.05K	+3.12%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.13%	174.31K	45.1M	-531	-0.30%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.13%	174.44K	44M	-19.23K	-9.93%
Jun 30, 2025	PALISADE CAPITAL MANAGEMENT, LP	0.13%	181.83K	47.05M	-4.5K	-2.42%
Jun 30, 2025	NZS CAPITAL, LLC	0.13%	183.27K	47.42M	16.49K	+9.89%
Jun 30, 2025	ROYAL BANK OF CANADA	0.13%	184.33K	47.7M	35.24K	+23.64%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.13%	184.44K	47.72M	20.27K	+12.35%
Jun 30, 2025	ENSIGN PEAK ADVISORS, INC	0.14%	188.87K	48.87M	-15.98K	-7.80%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.25%	349.69K	90.48B	24.57K	+7.56%
Jun 30, 2025	MORGAN STANLEY	0.32%	442.96K	114.62B	16.36K	+3.83%
Jun 30, 2025	VANGUARD GROUP INC	6.02%	8.36M	2.16B	81.66K	+0.99%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	7.33%	10.19M	2.64B	-455.21K	-4.28%
Jun 30, 2025	IRONVINE CAPITAL PARTNERS, LLC	0.17%	234.87K	60.77M	-2.71K	-1.14%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.62%	860.47K	222.65M	-62.34K	-6.76%
Jun 30, 2025	UBS GROUP AG	0.17%	232.29K	60.1M	42.53K	+22.41%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.2%	275.63K	71.32M	-8.8K	-3.09%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.21%	289.52K	74.91M	-2.73K	-0.93%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.21%	293.14K	75.85M	79.23K	+37.04%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.22%	302.49K	78.27M	-5.36K	-1.74%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.18%	247.82K	64.12M	-43.2K	-14.84%
Jun 30, 2025	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	0.33%	458.26K	118.57M	-84.26K	-15.53%
Jun 30, 2025	MAREN CAPITAL LLC	0.41%	569.99K	147.48M	3.36K	+0.59%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.25%	344.13K	89.04M	-8.88K	-2.52%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.26%	358.29K	92.71M	248.86K	+227.40%
Jun 30, 2025	HIGHBRIDGE CAPITAL MANAGEMENT LLC	0.14%	191.46K	49.54M	84.05K	+78.25%
Jun 30, 2025	STATE STREET CORP	1.21%	1.68M	433.55M	2.91K	+0.17%
Jun 30, 2025	JPMORGAN CHASE & CO	1.18%	1.65M	426.07M	50.16K	+3.14%
Jun 30, 2025	NORGES BANK	0.99%	1.38M	356.59M	1.38M	+100.00%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.95%	1.31M	338.78M	3.2K	+0.24%
Jun 30, 2025	MACQUARIE GROUP LTD	0.39%	546.02K	141.28M	-266.75K	-32.82%
Jun 30, 2025	NORTHERN TRUST CORP	0.35%	480.06K	124.22M	-14.34K	-2.90%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.34%	467.97K	121.09M	51.22K	+12.29%
Jun 30, 2025	SCHWARTZ INVESTMENT COUNSEL INC	0.33%	455.71K	117.91M	0	0
Jun 30, 2025	BLACKROCK, INC.	4.07%	5.66M	1.47B	-44.56K	-0.78%
Jun 30, 2025	FMR LLC	3.74%	5.2M	1.35B	128.35K	+2.53%
Jun 30, 2025	BERKSHIRE HATHAWAY INC	0.93%	1.29M	334.98M	132.52K	+11.40%
Jun 30, 2025	DF DENT & CO INC	0.88%	1.22M	316.59M	-13.04K	-1.05%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.39%	538.73K	139.4M	61.09K	+12.79%
Jun 30, 2025	FIERA CAPITAL CORP	0.34%	469.36K	121.45M	8.72K	+1.89%
Jun 30, 2025	MANNING & NAPIER ADVISORS LLC	0.34%	466.5K	120.7M	73.05K	+18.57%
Jun 30, 2025	FENIMORE ASSET MANAGEMENT INC	0.31%	427.7K	110.67M	39.93K	+10.30%
Jun 30, 2025	CAPITAL INTERNATIONAL INVESTORS	0.28%	395.21K	102.23M	-9.13K	-2.26%
Jun 30, 2025	BAMCO INC /NY/	0.28%	391.99K	101.43M	45.29K	+13.06%
Jun 30, 2025	MARKEL GROUP INC.	0.27%	379.64K	98.23M	0	0
Jun 30, 2025	CAPITAL WORLD INVESTORS	0.22%	309.41K	80.06M	0	0
Jun 30, 2025	SNYDER CAPITAL MANAGEMENT L P	0.21%	286.33K	74.09M	-136.13K	-32.22%
Jun 30, 2025	VULCAN VALUE PARTNERS, LLC	0.19%	261.6K	73.14M	-198.14K	-43.10%
Jun 30, 2025	AUSTRALIANSUPER PTY LTD	0.14%	199.72K	51.68M	-309.61K	-60.79%
Jun 30, 2025		0.93%	1.29M	333.54M	-53.1K	-3.95%
Jun 30, 2025	WESTFIELD CAPITAL MANAGEMENT CO LP	0.26%	361.06K	93.42M	340.93K	+1,693.65%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.32%	444.19K	114.93M	4.49K	+1.02%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.41%	570.6K	147.64M	-1.25K	-0.22%
Jun 30, 2025	ARISTEIA CAPITAL LLC	0.43%	590.98K	152.92M	269.27K	+83.70%
Jun 30, 2025	GOBI CAPITAL LLC	0.47%	652.68K	168.88M	-6.9K	-1.05%
Jun 30, 2025	GIVERNY CAPITAL INC.	0.54%	749.49K	193.93M	7.48K	+1.01%
Jun 30, 2025	PORT CAPITAL LLC	0.61%	850.99K	220.19M	7.23K	+0.86%
Jun 30, 2025	FRED ALGER MANAGEMENT, LLC	0.71%	989.91K	256.14M	43.96K	+4.65%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.93%	1.29M	333.07M	20.81K	+1.64%
Jun 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.94%	1.31M	338.29M	11.68K	+0.90%
Jun 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.15%	206.92K	53.54M	187.72K	+977.70%
Jun 30, 2025	INVESCO LTD.	4.28%	5.95M	1.54B	435.79K	+7.90%
Jun 30, 2025	BROWN BROTHERS HARRIMAN & CO	0.16%	223.28K	57.77M	-12.45K	-5.28%
Jun 30, 2025	CONESTOGA CAPITAL ADVISORS, LLC	0.16%	228.7K	59.18M	-3.36K	-1.45%
Jun 30, 2025	SILVER HEIGHTS CAPITAL MANAGEMENT INC	0.23%	314.84K	81.46M	1.25K	+0.40%
Jun 30, 2025	QUANTUM CAPITAL MANAGEMENT, LLC / NJ	0.24%	333.03K	86.17M	-37.37K	-10.09%
Jun 30, 2025	INVESTMENT MANAGEMENT CORP OF ONTARIO	0.24%	333.84K	86.38M	-35.3K	-9.56%
Jun 30, 2025	TELEMARK ASSET MANAGEMENT, LLC	0.09%	125K	32.34M	0	0
Jun 30, 2025	MARSHALL WACE, LLP	0.09%	126.19K	32.65M	47.89K	+61.17%
Jun 30, 2025	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	0.09%	129.37K	33.47M	-4.52K	-3.38%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.23%	325.12K	68.59M	52.13K	+19.09%
Mar 31, 2025	VANGUARD GROUP INC	5.97%	8.28M	1.75B	135.17K	+1.66%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	7.67%	10.65M	2.25B	145.3K	+1.38%
Mar 31, 2025	INVESCO LTD.	3.97%	5.52M	1.16B	-79.02K	-1.41%
Mar 31, 2025	STATE STREET CORP	1.2%	1.67M	352.87M	-10.87K	-0.65%
Mar 31, 2025	GIVERNY CAPITAL INC.	0.53%	742.01K	156.54M	356	+0.05%
Mar 31, 2025	MAREN CAPITAL LLC	0.41%	566.62K	119.54M	41.46K	+7.89%
Mar 31, 2025	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	0.39%	542.52K	114.45M	2.34K	+0.43%
Mar 31, 2025	NORTHERN TRUST CORP	0.36%	494.4K	104.3M	-4.24K	-0.85%
Mar 31, 2025	MORGAN STANLEY	0.31%	426.61K	90M	-19.54K	-4.38%
Mar 31, 2025	QUANTUM CAPITAL MANAGEMENT, LLC / NJ	0.27%	370.4K	78.14M	36.2K	+10.83%
Mar 31, 2025	IRONVINE CAPITAL PARTNERS, LLC	0.17%	237.58K	50.12M	-1.93K	-0.80%
Mar 31, 2025	BLACKROCK, INC.	4.11%	5.71M	1.2B	-55.86K	-0.97%
Mar 31, 2025	GOBI CAPITAL LLC	0.48%	659.58K	139.15M	9.2K	+1.41%
Mar 31, 2025	AUSTRALIANSUPER PTY LTD	0.37%	509.33K	107.45M	-373.65K	-42.32%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.41%	571.85K	120.64M	7.85K	+1.39%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.2%	284.42K	60M	-7.89K	-2.70%
Mar 31, 2025	JPMORGAN CHASE & CO	1.15%	1.6M	336.81M	-88.02K	-5.23%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.34%	477.63K	100.77M	234.8K	+96.69%
Mar 31, 2025	SCHWARTZ INVESTMENT COUNSEL INC	0.33%	455.71K	96.14M	0	0
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.94%	1.31M	275.83M	71.47K	+5.77%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.91%	1.27M	267.17M	12.43K	+0.99%
Mar 31, 2025	DF DENT & CO INC	0.89%	1.24M	260.88M	2.14K	+0.17%
Mar 31, 2025	BERKSHIRE HATHAWAY INC	0.84%	1.16M	245.17M	112.4K	+10.71%
Mar 31, 2025	FRED ALGER MANAGEMENT, LLC	0.68%	945.95K	199.57M	12.04K	+1.29%
Mar 31, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.66%	922.81K	194.69M	-178.48K	-16.21%
Mar 31, 2025	FIERA CAPITAL CORP	0.33%	460.64K	97.18M	-16.29K	-3.42%
Mar 31, 2025	VULCAN VALUE PARTNERS, LLC	0.33%	459.74K	97.04M	-45.63K	-9.03%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.32%	439.7K	92.76M	343	+0.08%
Mar 31, 2025	ARISTEIA CAPITAL LLC	0.23%	321.7K	67.87M	-220K	-40.61%
Mar 31, 2025	SILVER HEIGHTS CAPITAL MANAGEMENT INC	0.23%	313.59K	66.16M	-2.3K	-0.73%
Mar 31, 2025	CAPITAL WORLD INVESTORS	0.22%	309.41K	65.28M	950	+0.31%
Mar 31, 2025	CONESTOGA CAPITAL ADVISORS, LLC	0.17%	232.06K	48.96M	9.61K	+4.32%
Mar 31, 2025	MACQUARIE GROUP LTD	0.59%	812.77K	171.47M	-76.48K	-8.60%
Mar 31, 2025	PORT CAPITAL LLC	0.61%	843.76K	178.01M	-43.06K	-4.86%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.25%	353.01K	74.47M	21.62K	+6.53%
Mar 31, 2025	BAMCO INC /NY/	0.25%	346.7K	73.14M	0	0
Mar 31, 2025	CAPITAL INTERNATIONAL INVESTORS	0.29%	404.34K	85.16M	-50.1K	-11.02%
Mar 31, 2025	MANNING & NAPIER ADVISORS LLC	0.28%	393.45K	83.01M	321.1K	+443.77%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.22%	307.84K	64.94M	-3.83K	-1.23%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.21%	292.24K	61.65M	-8.86K	-2.94%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.21%	291.02K	61.4M	-5.05K	-1.71%
Mar 31, 2025	MARKEL GROUP INC.	0.27%	379.64K	80.09M	0	0
Mar 31, 2025	FENIMORE ASSET MANAGEMENT INC	0.28%	387.77K	81.81M	10.84K	+2.88%
Mar 31, 2025	FMR LLC	3.65%	5.07M	1.07B	159.76K	+3.25%
Mar 31, 2025	SNYDER CAPITAL MANAGEMENT L P	0.3%	422.46K	89.13M	-35.52K	-7.76%
Mar 31, 2025	INVESTMENT MANAGEMENT CORP OF ONTARIO	0.27%	369.14K	77.88M	369.14K	+100.00%
Mar 31, 2025	BROWN BROTHERS HARRIMAN & CO	0.17%	235.73K	49.73M	34.12K	+16.93%
Mar 31, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.93%	1.3M	273.36M	20.98K	+1.65%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.3%	416.75K	87.92M	20.99K	+5.30%
Mar 31, 2024	JPMORGAN CHASE & CO	1.11%	1.54M	237.09M	-199.27K	-11.46%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.2%	279.34K	43M	-61.99K	-18.16%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.2%	282.25K	43.45M	7.19K	+2.61%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.22%	298.54K	45.96M	5.64K	+1.92%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.22%	299.02K	46.03M	-28.03K	-8.57%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.25%	339.48K	52.26M	-86.29K	-20.27%
Mar 31, 2024	FIERA CAPITAL CORP	0.25%	343.92K	52.94M	343.92K	+100.00%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.25%	345.13K	53.13M	37.72K	+12.27%
Mar 31, 2024	FENIMORE ASSET MANAGEMENT INC	0.27%	376.17K	57.91M	35.35K	+10.37%
Mar 31, 2024	MORGAN STANLEY	0.27%	377.91K	58.18M	18.69K	+5.20%
Mar 31, 2024	SILVER HEIGHTS CAPITAL MANAGEMENT INC	0.3%	415.45K	63.95M	-2.93K	-0.70%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.32%	438.23K	67.46M	-27.77K	-5.96%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.34%	465.79K	71.7M	70.67K	+17.88%
Mar 31, 2024	NORTHERN TRUST CORP	0.34%	475.4K	73.18M	-20.37K	-4.11%
Mar 31, 2024	SCHWARTZ INVESTMENT COUNSEL INC	0.34%	476.5K	73.35M	0	0
Mar 31, 2024	QUANTUM CAPITAL MANAGEMENT, LLC / NJ	0.37%	511.5K	78.74M	34.97K	+7.34%
Mar 31, 2024	MAREN CAPITAL LLC	0.38%	526.49K	81.05M	202.3K	+62.40%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.38%	531.24K	81.78M	33.87K	+6.81%
Mar 31, 2024	SNYDER CAPITAL MANAGEMENT L P	0.41%	562.47K	86.59M	-12.49K	-2.17%
Mar 31, 2024	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	0.42%	573.88K	88.34M	-425	-0.07%
Mar 31, 2024	BARCLAYS PLC	0.74%	1.02M	156.76M	214.19K	+26.64%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.81%	1.11M	171.04M	54.26K	+5.12%
Mar 31, 2024	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.82%	1.13M	173.91M	223.74K	+24.70%
Mar 31, 2024	FRED ALGER MANAGEMENT, LLC	0.84%	1.16M	178.87M	81.37K	+7.53%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.88%	1.22M	187.95M	21.25K	+1.77%
Mar 31, 2024	AUSTRALIANSUPER PTY LTD	0.91%	1.26M	192.79M	90.94K	+7.75%
Mar 31, 2024	MACQUARIE GROUP LTD	0.93%	1.28M	197.15M	-67.32K	-4.99%
Mar 31, 2024	DF DENT & CO INC	1.06%	1.47M	226.3M	60.43K	+4.29%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.18%	252.21K	38.82M	-38.07K	-13.11%
Mar 31, 2024	FMR LLC	3.75%	5.19M	799.16M	248.18K	+5.02%
Mar 31, 2024	ARISTEIA CAPITAL LLC	0.18%	246.33K	37.92M	208.03K	+543.21%
Mar 31, 2024	BLACKROCK INC.	4.01%	5.54M	852.72M	224.9K	+4.23%
Mar 31, 2024	INVESCO LTD.	4.38%	6.05M	931.86M	3.02M	+99.55%
Mar 31, 2024	VANGUARD GROUP INC	5.78%	8M	1.23B	-19.03K	-0.24%
Mar 31, 2024	GOBI CAPITAL LLC	0.44%	613.09K	94.38M	88.38K	+16.84%
Mar 31, 2024	INVESTMENT MANAGEMENT CORP OF ONTARIO	0.45%	620.29K	95.49M	-600	-0.10%
Mar 31, 2024	VULCAN VALUE PARTNERS, LLC	0.6%	831.81K	127.98M	-41.19K	-4.72%
Mar 31, 2024	PORT CAPITAL LLC	0.68%	943.21K	145.2M	11.13K	+1.19%
Mar 31, 2024	STRS OHIO	0.08%	107.99K	16.62M	-1.07K	-0.98%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.08%	108.45K	16.69M	0	0
Mar 31, 2024	RHUMBLINE ADVISERS	0.08%	111.09K	17.1M	-2.45K	-2.15%
Mar 31, 2024	SEI INVESTMENTS CO	0.08%	113.87K	17.53B	-20.96K	-15.54%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.09%	118.8K	18.29M	-29.2K	-19.73%
Mar 31, 2024	BROADCREST ASSET MANAGEMENT, LLC	0.09%	120K	18.47M	-10K	-7.69%
Mar 31, 2024	TELEMARK ASSET MANAGEMENT, LLC	0.09%	125K	19.24M	0	0
Mar 31, 2024	BROWN BROTHERS HARRIMAN & CO	0.09%	128.78K	19.82M	36.29K	+39.24%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.1%	134.3K	20.67M	-20.99K	-13.52%
Mar 31, 2024	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	0.12%	161.77K	24.9M	7.42K	+4.80%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.13%	175.41K	27M	-6.49K	-3.57%
Mar 31, 2024	BOSTON FINANCIAL MANGEMENT LLC	0.13%	176.6K	27.19M	459	+0.26%
Mar 31, 2024	GENEVA CAPITAL MANAGEMENT LLC	0.13%	180.05K	27.72M	-3.01K	-1.65%
Mar 31, 2024	WEITZ INVESTMENT MANAGEMENT, INC.	0.13%	183.3K	28.22M	0	0
Mar 31, 2024	CONESTOGA CAPITAL ADVISORS, LLC	0.13%	183.75K	28.29M	9.28K	+5.32%
Mar 31, 2024	SWISS NATIONAL BANK	0.16%	225.1K	34.65M	-9.8K	-4.17%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.17%	236.09K	36.34M	-80	-0.03%
Mar 31, 2024	STATE STREET CORP	1.24%	1.72M	264.44M	19.66K	+1.16%
Mar 31, 2024	ENSIGN PEAK ADVISORS, INC	0.22%	307.64K	47.36M	-130.81K	-29.84%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.23%	322.06K	49.58M	-9.8K	-2.95%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.23%	324.16K	49.9M	-153.25K	-32.10%
Mar 31, 2024	BAMCO INC /NY/	0.24%	332.94K	51.25M	16.32K	+5.15%
Mar 31, 2024	MARKEL GROUP INC.	0.27%	379.64K	58.44M	0	0
Mar 31, 2024	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0.51%	702.75K	108.18M	-374.55K	-34.77%
Mar 31, 2024	GIVERNY CAPITAL INC.	0.52%	719K	110.68M	22.39K	+3.21%
Mar 31, 2024	CAPITAL INTERNATIONAL INVESTORS	0.72%	994K	153.02M	451.53K	+83.24%
Mar 31, 2024	STATE OF WISCONSIN INVESTMENT BOARD	0.74%	1.03M	158.25M	-55.23K	-5.10%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	7.85%	10.86M	1.67B	655.66K	+6.43%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.17%	241.22K	37.13M	34.34K	+16.60%
Dec 31, 2023	BLACKROCK INC.	3.87%	5.31M	756.99M	132.97K	+2.57%
Dec 31, 2023	VANGUARD GROUP INC	5.84%	8.01M	1.14B	72.57K	+0.91%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	7.44%	10.2M	1.45B	758.19K	+8.03%
Dec 31, 2023	CITADEL ADVISORS LLC	0.19%	266.78K	38M	-130.42K	-32.83%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.2%	275.06K	39.18M	2.73K	+1.00%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.21%	290.27K	41.35M	42.45K	+17.13%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.21%	292.91K	41.72M	-10.25K	-3.38%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.22%	307.41K	43.79M	51.26K	+20.01%
Dec 31, 2023	BAMCO INC /NY/	0.23%	316.62K	45.1M	11.66K	+3.82%
Dec 31, 2023		0.24%	324.19K	46.18M	324.19K	+100.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.24%	327.05K	46.58M	5.82K	+1.81%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.24%	331.86K	47.27M	5.53K	+1.69%
Dec 31, 2023	FENIMORE ASSET MANAGEMENT INC	0.25%	340.82K	48.55M	-682	-0.20%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0.25%	341.32K	48.62M	-94.24K	-21.64%
Dec 31, 2023	MORGAN STANLEY	0.26%	359.22K	51.17M	-90.24K	-20.08%
Dec 31, 2023	MARKEL GROUP INC.	0.28%	379.64K	54.08M	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.29%	395.12K	56.28M	13.08K	+3.42%
Dec 31, 2023	SILVER HEIGHTS CAPITAL MANAGEMENT INC	0.3%	418.38K	59.59M	4.16K	+1.00%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.31%	425.77K	60.65M	8.49K	+2.04%
Dec 31, 2023	INVESCO LTD.	2.21%	3.03M	432.09M	-405.29K	-11.79%
Dec 31, 2023	FMR LLC	3.6%	4.94M	704.11M	-50.01K	-1.00%
Dec 31, 2023	ENSIGN PEAK ADVISORS, INC	0.32%	438.45K	62.45M	-34.44K	-7.28%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.34%	466K	66.38M	93.24K	+25.01%
Dec 31, 2023	SCHWARTZ INVESTMENT COUNSEL INC	0.35%	476.5K	67.87M	0	0
Dec 31, 2023	QUANTUM CAPITAL MANAGEMENT, LLC / NJ	0.35%	476.53K	67.88M	-13.45K	-2.75%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.35%	477.41K	68M	-96.75K	-16.85%
Dec 31, 2023	NORTHERN TRUST CORP	0.36%	495.77K	70.62M	-15.52K	-3.03%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.36%	497.37K	70.85M	60.66K	+13.89%
Dec 31, 2023	GOBI CAPITAL LLC	0.38%	524.71K	74.74M	0	0
Dec 31, 2023	CAPITAL INTERNATIONAL INVESTORS	0.4%	542.47K	77.27M	-58.35K	-9.71%
Dec 31, 2023	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	0.42%	574.31K	81.8M	-12.51K	-2.13%
Dec 31, 2023	SNYDER CAPITAL MANAGEMENT L P	0.42%	574.96K	83.47M	-109.08K	-15.95%
Dec 31, 2023	INVESTMENT MANAGEMENT CORP OF ONTARIO	0.45%	620.89K	88.44M	1.78K	+0.29%
Dec 31, 2023	GIVERNY CAPITAL INC.	0.51%	696.6K	99.22M	-15.85K	-2.22%
Dec 31, 2023	BARCLAYS PLC	0.59%	804.13K	114.54M	-62.52K	-7.21%
Dec 31, 2023	VULCAN VALUE PARTNERS, LLC	0.64%	873K	124.31M	-129.34K	-12.90%
Dec 31, 2023	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.66%	906.01K	129.05M	77.74K	+9.39%
Dec 31, 2023	PORT CAPITAL LLC	0.68%	932.08K	132.77M	4.33K	+0.47%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.77%	1.06M	150.53M	32.35K	+3.15%
Dec 31, 2023	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0.79%	1.08M	153.45M	-262.72K	-19.61%
Dec 31, 2023	FRED ALGER MANAGEMENT, LLC	0.79%	1.08M	153.92M	288.46K	+36.42%
Dec 31, 2023	STATE OF WISCONSIN INVESTMENT BOARD	0.79%	1.08M	154.29M	84.79K	+8.49%
Dec 31, 2023	AUSTRALIANSUPER PTY LTD	0.86%	1.17M	167.13M	323.37K	+38.04%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.87%	1.2M	170.88M	208.24K	+21.00%
Dec 31, 2023	NORGES BANK	0.89%	1.23M	174.7M	1.23M	+100.00%
Dec 31, 2023	MACQUARIE GROUP LTD	0.98%	1.35M	192.01M	-125.72K	-8.53%
Dec 31, 2023	DF DENT & CO INC	1.03%	1.41M	200.78M	-18.48K	-1.29%
Dec 31, 2023	WCM INVESTMENT MANAGEMENT, LLC	1.06%	1.45M	206.95M	-1M	-40.80%
Dec 31, 2023	STATE STREET CORP	1.24%	1.7M	241.89M	44.97K	+2.72%
Dec 31, 2023	JPMORGAN CHASE & CO	1.27%	1.74M	247.76M	215.99K	+14.18%

Insiders

Insiders	Designation	Shares Held
MENDELSON LAURANS A	COB and CEO	1.69M
MENDELSON VICTOR H	Co-President	1.18M
SCHRIESHEIM ALAN	director	105.11K
MACAU CARLOS L	EVP-CFO & Treasurer	48.72K
MENDELSON ERIC A	Co-President	5.58K
CULLIGAN THOMAS M	director	4.74K
HENRIQUES ADOLFO	director	4.74K
WALKER STEVEN M	Chief Accounting Officer	2.06K
SCHWITTER FRANK J	director	1.66K
HILDEBRANDT MARK H	director	781
FINE CAROL F.	director	479
NEITZEL JULIE	director	447
IRWIN THOMAS S	Sr Exec VP	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jan 02, 2024	SCHWITTER FRANK J	SALE	178.06	550	97.93K	1.66K
Dec 27, 2023	NEITZEL JULIE	SALE	179.54	1.45K	260.34K	447
Oct 18, 2023	MENDELSON LAURANS A	SALE	166.01	1.52K	252.83K	1.69M
Oct 17, 2023	MENDELSON LAURANS A	SALE	166.20	23.48K	3.9M	1.69M
Sep 12, 2023	SCHRIESHEIM ALAN	SALE	164.23	2K	328.46K	105.11K
Jun 07, 2023	HILDEBRANDT MARK H	PURCHASE	127.98	781	99.95K	781
Jun 02, 2023	SCHWITTER FRANK J	PURCHASE	158.20	120	18.98K	2.21K
Jun 02, 2023	MENDELSON VICTOR H	PURCHASE	158.20	120	18.98K	1.18M
Jun 02, 2023	MENDELSON ERIC A	PURCHASE	158.20	120	18.98K	5.58K
Jun 02, 2023	HENRIQUES ADOLFO	PURCHASE	158.20	120	18.98K	4.74K
Jun 02, 2023	FINE CAROL F.	PURCHASE	158.20	450	71.19K	479
Jun 02, 2023	MENDELSON LAURANS A	PURCHASE	125.83	310	39.01K	16.59K
Jun 02, 2023	HILDEBRANDT MARK H	PURCHASE	158.20	120	18.98K	4.74K
Jun 02, 2023	SCHRIESHEIM ALAN	PURCHASE	125.83	570	71.72K	832
Jun 02, 2023	NEITZEL JULIE	PURCHASE	158.20	120	18.98K	1.9K
Jun 02, 2023	CULLIGAN THOMAS M	PURCHASE	158.20	120	18.98K	4.74K
Apr 12, 2023	NEITZEL JULIE	SALE	133.61	250	33.4K	155
Apr 05, 2023	SCHRIESHEIM ALAN	SALE	166.79	20K	3.34M	114.26K
Mar 03, 2023	SCHWITTER FRANK J	SALE	138.65	600	83.19K	0
Jan 25, 2023	SCHRIESHEIM ALAN	SALE	167.33	15K	2.51M	115.33K
Jan 10, 2023	IRWIN THOMAS S	SALE	121.56	3.61K	438.6K	0
Jan 10, 2023	MENDELSON LAURANS A	PURCHASE	157.07	865	135.86K	929.26K
Jan 10, 2023	MENDELSON ERIC A	PURCHASE	157.07	1.38K	217.22K	5.46K
Jan 10, 2023	CULLIGAN THOMAS M	PURCHASE	157.07	1.39K	217.54K	4.62K
Jan 10, 2023	SCHRIESHEIM ALAN	PURCHASE	122.05	1.36K	166.23K	1.36K
Jan 10, 2023	NEITZEL JULIE	PURCHASE	157.07	1.39K	217.54K	1.78K
Jan 10, 2023	HILDEBRANDT MARK H	PURCHASE	157.07	1.39K	217.54K	4.62K
Jan 10, 2023	HENRIQUES ADOLFO	PURCHASE	157.07	1.39K	217.54K	4.62K
Jan 10, 2023	FINE CAROL F.	PURCHASE	157.07	29	4.55K	29
Jan 10, 2023	MENDELSON VICTOR H	PURCHASE	157.07	1.38K	217.22K	1.13M
Jan 10, 2023	SCHWITTER FRANK J	PURCHASE	157.07	1.39K	217.54K	2.09K
Jan 05, 2023	NEITZEL JULIE	SALE	117.32	926	108.64K	405
Jan 04, 2023	SCHWITTER FRANK J	SALE	118.50	300	35.55K	600
Oct 14, 2022	SCHWITTER FRANK J	SALE	112.37	435	48.88K	900
Oct 12, 2022	SCHRIESHEIM ALAN	SALE	144.98	6K	869.87K	95.45K
Jan 11, 2022	SCHRIESHEIM ALAN	SALE	148.08	5K	740.39K	101.86K
Dec 28, 2021	MENDELSON LAURANS A	SALE	144.25	8.87K	1.28M	928.39K
Oct 04, 2021	SCHWITTER FRANK J	SALE	134.08	400	53.63K	700
Sep 08, 2021	MENDELSON VICTOR H	PURCHASE	124.89	834	104.15K	4.07K
Sep 08, 2021	CULLIGAN THOMAS M	PURCHASE	112.13	926	103.83K	10.35K
Sep 08, 2021	SCHRIESHEIM ALAN	PURCHASE	112.13	926	103.83K	63.3K
Sep 08, 2021	HENRIQUES ADOLFO	PURCHASE	112.13	925	103.72K	23.39K
Sep 08, 2021	HILDEBRANDT MARK H	PURCHASE	112.13	926	103.83K	48.75K
Sep 08, 2021	MENDELSON ERIC A	PURCHASE	124.89	834	104.15K	4.07K
Sep 08, 2021	NEITZEL JULIE	PURCHASE	112.13	926	103.83K	1.75K
Apr 21, 2021	SCHWITTER FRANK J	SALE	135.50	491	66.53K	1.1K
Apr 14, 2021	NEITZEL JULIE	SALE	133.84	978	130.89K	392
Jan 21, 2021	SCHRIESHEIM ALAN	SALE	115.90	3K	347.71K	37.82K
Jan 15, 2021	MENDELSON LAURANS A	PURCHASE	118.63	1.05K	125.03K	15.08K
Jan 13, 2021	SCHWITTER FRANK J	SALE	122.22	300	36.67K	910
Jan 05, 2021	IRWIN THOMAS S	SALE	115.43	10K	1.15M	23.61K
Oct 13, 2020	MACAU CARLOS L	SALE	95.25	24.4K	2.32M	48.72K
Oct 12, 2020	CULLIGAN THOMAS M	PURCHASE	111.44	978	108.99K	3.24K
Oct 12, 2020	MACAU CARLOS L	SALE	96.66	15.6K	1.51M	73.12K
Oct 12, 2020	HILDEBRANDT MARK H	PURCHASE	111.44	978	108.99K	3.24K
Oct 12, 2020	NEITZEL JULIE	PURCHASE	111.44	978	108.99K	1.37K
Oct 12, 2020	MENDELSON ERIC A	PURCHASE	111.44	978	108.99K	3.24K
Oct 12, 2020	SCHWITTER FRANK J	PURCHASE	111.44	978	108.99K	1.59K
Oct 12, 2020	HENRIQUES ADOLFO	PURCHASE	111.44	978	108.99K	3.24K
Oct 12, 2020	MENDELSON VICTOR H	PURCHASE	111.44	978	108.99K	3.24K
Oct 09, 2020	MACAU CARLOS L	SALE	97.64	6.67K	651.25K	88.72K
Sep 10, 2020	SCHRIESHEIM ALAN	SALE	88.56	10K	885.59K	42.11K
Jul 27, 2020	SCHRIESHEIM ALAN	SALE	75.06	2K	150.12K	52.11K
Jul 08, 2020	SCHRIESHEIM ALAN	SALE	80.04	2K	160.09K	54.11K
Jun 22, 2020	MENDELSON VICTOR H	SALE	88.02	9.11K	802.24K	175.75K
Jun 22, 2020	MENDELSON LAURANS A	SALE	88.02	9.11K	802.07K	14.02K
Jun 19, 2020	MENDELSON LAURANS A	SALE	90.10	18.74K	1.69M	23.14K
Jun 19, 2020	MENDELSON VICTOR H	SALE	90.10	18.74K	1.69M	184.86K
Jun 18, 2020	MENDELSON VICTOR H	SALE	91.15	22.15K	2.02M	204.71K
Jun 18, 2020	MENDELSON LAURANS A	SALE	91.15	22.15K	2.02M	41.88K
Jun 17, 2020	MENDELSON LAURANS A	SALE	91.36	50K	4.57M	64.02K
Jun 17, 2020	MENDELSON VICTOR H	SALE	91.29	18.18K	1.66M	226.85K
Jun 16, 2020	MENDELSON ERIC A	SALE	92.21	100K	9.22M	183.74K
Jun 16, 2020	MENDELSON VICTOR H	SALE	91.77	31.82K	2.92M	245.03K
Apr 09, 2020	SCHWITTER FRANK J	SALE	85.08	700	59.55K	613
Dec 20, 2019	MACAU CARLOS L	PURCHASE	91.21	1K	91.21K	1K
Oct 29, 2019	MENDELSON LAURANS A	PURCHASE	120.70	949	114.55K	928.39K
Oct 29, 2019	MENDELSON VICTOR H	PURCHASE	120.70	949	114.55K	2.26K
Oct 29, 2019	CULLIGAN THOMAS M	PURCHASE	120.70	949	114.55K	2.26K
Oct 29, 2019	HILDEBRANDT MARK H	PURCHASE	120.70	949	114.55K	2.26K
Oct 29, 2019	MENDELSON ERIC A	PURCHASE	120.70	949	114.55K	2.26K
Oct 29, 2019	HENRIQUES ADOLFO	PURCHASE	120.70	950	114.67K	2.26K
Oct 29, 2019	NEITZEL JULIE	PURCHASE	120.70	950	114.67K	2.26K
Oct 28, 2019	SCHWITTER FRANK J	PURCHASE	94.82	1.21K	114.73K	1.21K
Jun 27, 2019	WALKER STEVEN M	SALE	103.00	4.2K	432.6K	2.06K
Jun 19, 2019	MENDELSON ERIC A	SALE	102.92	19.27K	1.98M	283.74K
Jun 17, 2019	SCHRIESHEIM ALAN	SALE	100.35	5K	501.74K	33.12K
Jun 14, 2019	HILDEBRANDT MARK H	PURCHASE	100.71	987	99.4K	987
Jun 11, 2019	MENDELSON ERIC A	SALE	101.62	39K	3.96M	303.01K
Jun 10, 2019	HILDEBRANDT MARK H	PURCHASE	103.34	963	99.52K	3.02K
May 31, 2019	MENDELSON LAURANS A	SALE	98.17	100K	9.82M	114.02K
Apr 15, 2019	SCHRIESHEIM ALAN	SALE	85.86	8K	686.86K	1.7K
Mar 20, 2019	SCHRIESHEIM ALAN	SALE	79.88	15K	1.2M	9.7K
Mar 06, 2019	SCHWITTER FRANK J	SALE	78.07	1.76K	137.09K	0
Jan 22, 2019	SCHRIESHEIM ALAN	PURCHASE	79.59	1.45K	115.01K	10.38K
Jan 10, 2019	IRWIN THOMAS S	SALE	63.52	5K	317.62K	33.61K
Oct 09, 2018	CULLIGAN THOMAS M	PURCHASE	88.21	1.31K	115.73K	1.31K
Oct 09, 2018	MENDELSON VICTOR H	PURCHASE	88.21	1.31K	115.64K	1.31K

HEI-A Stock Ownership Breakdown

HEICO

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

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Frequently Asked Questions