How many institutions own LPLA 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 LPLA shares is 1093, representing 100.47% of the company's common stock.

Who are the major shareholders selling LPL Financial Holdings Inc. stock?

ENVESTNET ASSET MANAGEMENT INC, in the last quarter, reduced its stake in LPLA by -3.71% restricting it's holding to 397.36 thousand shares of worth nearly $132.20M. AMERICAN CENTURY COMPANIES INC also lessened -28.38% of the LPLA shares from its portfolio, reducing its holding to 427.63 thousand shares of worth $142.27M. FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC also shunned LPLA shares holding by -1.62% last quarter which brought its holding to 437.91 thousand shares worth $145.69M.

Investors who are buying LPLA stock?

As per its latest 13F filing, BROWN BROTHERS HARRIMAN & CO increased its stake in LPLA by 3.04% in the last quarter. The institutional holder raised its holding to 190.36 thousand shares having worth more than $63.33M. BUCKINGHAM STRATEGIC PARTNERS also added 77.71% more shares of LPLA to its portfolio, raising its holding to 198.98 thousand shares of worth $74.74M. BRIDGEWATER ASSOCIATES, LP also increased its LPLA shares holding by 8.35% which brought its holding to 208.74 thousand shares worth $69.45M.

LPLA's major insiders: who are they?

The insider with the most stakes in LPLA is Arnold Dan H. , President & CEO at the company. Additionally, LPLA stock is highly held by Managing Director Larsen Sallie R. and Managing Director Oroschakoff Michelle among others.

Did an insider recently sell LPLA stock?

Company executives, directors, and other insiders own 0.53% percent of LPL Financial Holdings Inc.'s stock. Within the last six months, there have been 9 transaction(s) in which LPLA insiders have sold stock, totaling 685 shares. Insiders that have sold shares include GATES GREG, STEINMEIER RICHARD, and JAMBUSARIA ANERI.

Which insider recently purchased LPLA stock?

There have been 0 transaction(s) during the past 6-months in which LPL Financial Holdings Inc. insiders have bought stock, totalling 0 shares

How much of LPLA does insiders own?

Around 124.63K LPL Financial Holdings Inc. shares are held by insiders, which represents about 0.53% of LPLA stock.

Who is the insider with the largest stake?

LPLA President & CEO, Arnold Dan H. holds the largest portfolio of the company's shares. LPLA shares owned by Arnold total nearly 142.61 thousand.

Which institution holds the most shares in LPLA?

BROWN BROTHERS HARRIMAN & CO is the largest institutional owner in LPLA which holds 190.36 thousand shares worth $63.33M or 0.25% of the total LPLA shares outstanding followed by BUCKINGHAM STRATEGIC PARTNERS with ownership of 198.98 thousand shares representing 0.26% of the LPLA ownership. BRIDGEWATER ASSOCIATES, LP is the third largest stakeholder with 208.74 thousand shares or 0.27% of the ownership worth more than $69.45M.

Is LPL Financial Holdings Inc. 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 LPLA is concerned, it is a stock which is optionable.

Is there a short position on LPLA's shares?

Number of LPLA shares short is 2.16M. 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 LPLA shares are there?

As of today, 80.00M shares of LPLA are outstanding.

Is there many float in LPLA 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, LPLA has 79.45M shares in float.

LPLA 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 LPLA is 2.67.

LPL Financial (LPLA) 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 Shares2.69

Short Percent Of Float2.71

Shares Outstanding80.00M

Shares Float79.45M

Shares Short2.16M

Short Ratio2.67

2.71%

Short % of Float

2.69%

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

0.53% Percentage of Shares held by All Insiders

100.47% Percentage of Shares held by All Institutions

101.01% Percentage of Float held by Institutions

1093

Number of Institutions Holding Shares

Institutional Ownership

About 100.47% of LPLA shares are held by financial institutions. BROWN BROTHERS HARRIMAN & CO is the top corporate investor, holding 190.36K shares valued at $63.33M. A 0.25% stake in LPL Financial Holdings Inc. is owned by the company. BUCKINGHAM STRATEGIC PARTNERS owns 198.98K shares valued at $74.74M, which translates its holding of 0.26% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	BROWN BROTHERS HARRIMAN & CO	0.25%	190.36K	63.33M	5.62K	+3.04%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.26%	198.98K	74.74M	87.01K	+77.71%
Sep 30, 2025	BRIDGEWATER ASSOCIATES, LP	0.27%	208.74K	69.45M	16.09K	+8.35%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.27%	209.65K	69.75M	1.39K	+0.67%
Sep 30, 2025	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	0.29%	223.14K	74.24M	153.9K	+222.24%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.5%	397.36K	132.2M	-15.32K	-3.71%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.51%	405.15K	134.79M	17.02K	+4.39%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.53%	427.63K	142.27M	-169.44K	-28.38%
Sep 30, 2025	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.55%	437.91K	145.69M	-7.22K	-1.62%
Sep 30, 2025	FIRST PACIFIC ADVISORS, LP	0.55%	443.5K	147.55M	0	0
Sep 30, 2025	INVESCO LTD.	0.67%	539.44K	179.47M	-12.14K	-2.20%
Sep 30, 2025	MARKEL GROUP INC.	0.69%	553.32K	184.08M	8.72K	+1.60%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.42%	335.37K	111.57M	6.81K	+2.07%
Sep 30, 2025	UBS GROUP AG	0.42%	336.13K	111.83M	105.03K	+45.45%
Sep 30, 2025	JUNTO CAPITAL MANAGEMENT LP	0.44%	351.21K	116.84M	118.36K	+50.83%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.57%	452.47K	150.53M	-32.99K	-6.80%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.7%	563.61K	187.51M	-38.41K	-6.38%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.71%	564.22K	187.71M	-137.2K	-19.56%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.74%	589.49K	196.12M	-139.72K	-19.16%
Sep 30, 2025	THIRD POINT LLC	0.74%	594.14K	197.67M	-30.86K	-4.94%
Sep 30, 2025	TD ASSET MANAGEMENT INC	0.86%	691.7K	230.12M	38.46K	+5.89%
Sep 30, 2025	APG ASSET MANAGEMENT N.V.	0.96%	767.33K	217.26M	259.74K	+51.17%
Sep 30, 2025	DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP	0.98%	785.74K	261.41M	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.03%	824.27K	274.23M	-46.35K	-5.32%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.06%	847.82K	282.1M	-16.17K	-1.87%
Sep 30, 2025	JPMORGAN CHASE & CO	1.21%	938.76K	312.32M	-221.57K	-19.10%
Sep 30, 2025	SURGOCAP PARTNERS LP	1.24%	994.28K	330.79M	112.87K	+12.81%
Sep 30, 2025	JENNISON ASSOCIATES LLC	1.38%	1.1M	367.61M	-297.8K	-21.23%
Sep 30, 2025	FMR LLC	1.4%	1.12M	373.25M	-1.33M	-54.29%
Sep 30, 2025	SAMLYN CAPITAL, LLC	1.68%	1.35M	447.97M	131.21K	+10.80%
Sep 30, 2025	MORGAN STANLEY	1.85%	1.48M	492.27M	105.65K	+7.69%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.93%	1.54M	511.97M	-181.7K	-10.53%
Sep 30, 2025	WCM INVESTMENT MANAGEMENT, LLC	2.18%	1.74M	593.66M	12.21K	+0.71%
Sep 30, 2025	STATE STREET CORP	2.29%	1.83M	608.31M	101.29K	+5.86%
Sep 30, 2025	EPOCH INVESTMENT PARTNERS, INC.	0.6%	482.7K	160.59M	-96.92K	-16.72%
Sep 30, 2025	EMINENCE CAPITAL, LP	0.73%	587.62K	195.5M	36.03K	+6.53%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.1%	878.03K	292.11M	-84.04K	-8.74%
Sep 30, 2025	CLARKSTON CAPITAL PARTNERS, LLC	0.62%	498.63K	165.89M	-100.15K	-16.73%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	2.46%	1.97M	655.42M	373.08K	+23.36%
Sep 30, 2025	NORTHERN TRUST CORP	0.67%	532.3K	177.09M	9.61K	+1.84%
Sep 30, 2025	AGF MANAGEMENT LTD	0.67%	537.28K	178.75M	-227.75K	-29.77%
Sep 30, 2025	AZORA CAPITAL LP	0.44%	353.36K	117.56M	-119K	-25.19%
Sep 30, 2025	RAILWAY PENSION INVESTMENTS LTD	0.45%	363.4K	120.9M	266.9K	+276.58%
Sep 30, 2025	CITADEL ADVISORS LLC	0.48%	384.35K	127.87M	384.35K	+100.00%
Sep 30, 2025	LONE PINE CAPITAL LLC	2.82%	2.26M	750.45M	383.47K	+20.48%
Sep 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	3.1%	2.48M	825.94M	-74.84K	-2.93%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	1.32%	1.05M	350.38M	965.69K	+1,103.96%
Sep 30, 2025	JANUS HENDERSON GROUP PLC	3.87%	3.1M	1.03B	19.67K	+0.64%
Sep 30, 2025	SEI INVESTMENTS CO	0.16%	123.74K	41.17M	-295.56K	-70.49%
Sep 30, 2025	LPL FINANCIAL LLC	0.17%	128.9K	42.88M	2.46K	+1.95%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.18%	141.73K	47.15M	-14.92K	-9.52%
Sep 30, 2025	CITIGROUP INC	0.18%	142.79K	47.5M	91.3K	+177.34%
Sep 30, 2025	EMPLOYEES RETIREMENT SYSTEM OF TEXAS	0.21%	161.5K	53.73M	-1.5K	-0.92%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.21%	162.39K	51.48M	-29.34K	-15.30%
Sep 30, 2025	ROYAL BANK OF CANADA	0.38%	292.95K	97.46M	83.27K	+39.71%
Sep 30, 2025	HOLOCENE ADVISORS, LP	0.39%	298.87K	99.43M	30.43K	+11.33%
Sep 30, 2025	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	0.4%	310.93K	103.44M	-3.75K	-1.19%
Sep 30, 2025	MACQUARIE GROUP LTD	0.43%	333.62K	110.99M	-9.12K	-2.66%
Sep 30, 2025	CAPITAL WORLD INVESTORS	3.29%	2.63M	874.49M	2.61M	+15,960.07%
Sep 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	4.05%	3.24M	1.08B	800.17K	+32.76%
Sep 30, 2025	DODGE & COX	4.16%	3.33M	1.11B	627.55K	+23.23%
Sep 30, 2025	BOSTON PARTNERS	4.59%	3.67M	1.22B	-10.16K	-0.28%
Sep 30, 2025	BLACKROCK, INC.	6.22%	4.98M	1.66B	143.72K	+2.97%
Sep 30, 2025	VANGUARD GROUP INC	10.38%	8.3M	2.76B	317K	+3.97%
Sep 30, 2025	WESTFIELD CAPITAL MANAGEMENT CO LP	0.72%	575.46K	191.45M	-206.77K	-26.43%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.22%	168.79K	56.15M	5.47K	+3.35%
Sep 30, 2025	DEUTSCHE BANK AG\	0.22%	173.21K	57.62M	11.31K	+6.98%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	183.67K	61.11M	985	+0.54%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.24%	186.83K	62.16M	-11.31K	-5.71%
Sep 30, 2025	CORONATION FUND MANAGERS LTD.	0.24%	187.97K	62.54M	36.95K	+24.47%
Sep 30, 2025	NUVEEN, LLC	0.24%	188.93K	62.85M	825	+0.44%
Jun 30, 2025	EPOCH INVESTMENT PARTNERS, INC.	0.75%	579.62K	217.34M	-5.95K	-1.02%
Jun 30, 2025	CLARKSTON CAPITAL PARTNERS, LLC	0.77%	598.78K	224.53M	-75.45K	-11.19%
Jun 30, 2025	EMINENCE CAPITAL, LP	0.71%	551.59K	206.83M	28.48K	+5.44%
Jun 30, 2025	WINSLOW CAPITAL MANAGEMENT, LLC	1.53%	1.18M	443.62M	-274.63K	-18.84%
Jun 30, 2025	AGF MANAGEMENT LTD	0.99%	765.02K	286.86M	327.58K	+74.89%
Jun 30, 2025	DODGE & COX	3.49%	2.7M	1.01B	1.18M	+77.34%
Jun 30, 2025	BRIDGEWATER ASSOCIATES, LP	0.25%	192.66K	72.24M	-30.22K	-13.56%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.25%	191.73K	71.52M	44.25K	+30.00%
Jun 30, 2025	NATIONAL PENSION SERVICE	0.15%	114.8K	43.05M	480	+0.42%
Jun 30, 2025	BOSTON PARTNERS	4.76%	3.68M	1.38B	165.2K	+4.70%
Jun 30, 2025	FMR LLC	3.18%	2.45M	920.35M	-710.98K	-22.46%
Jun 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	3.16%	2.44M	915.74M	926.12K	+61.09%
Jun 30, 2025	SAMLYN CAPITAL, LLC	1.57%	1.22M	455.69M	-185.98K	-13.27%
Jun 30, 2025	HOLOCENE ADVISORS, LP	0.35%	268.45K	100.66M	-66.52K	-19.86%
Jun 30, 2025	BAMCO INC /NY/	0.29%	222.48K	83.42M	57.23K	+34.63%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.14%	111.97K	41.98M	-977	-0.87%
Jun 30, 2025	FAMILY WEALTH PARTNERS, LLC	0.14%	111.9K	41.96M	-43	-0.04%
Jun 30, 2025	ABRDN PLC	0.13%	102.16K	37.78M	-35.86K	-25.98%
Jun 30, 2025	NORGES BANK	1.39%	1.07M	402.31M	1.07M	+100.00%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.23%	1.72M	645.14M	164.48K	+10.54%
Jun 30, 2025	STATE STREET CORP	2.23%	1.73M	647.64M	47.58K	+2.83%
Jun 30, 2025	VANGUARD GROUP INC	10.33%	7.99M	2.99B	613.91K	+8.33%
Jun 30, 2025	JPMORGAN CHASE & CO	1.5%	1.16M	435.09M	-144.46K	-11.07%
Jun 30, 2025	SOUTHPOINT CAPITAL ADVISORS LP	0.47%	365K	136.86M	-35K	-8.75%
Jun 30, 2025	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.48%	367.43K	137.77M	-22.3K	-5.72%
Jun 30, 2025	PALESTRA CAPITAL MANAGEMENT LLC	0.49%	379.93K	142.46M	-19.28K	-4.83%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.5%	388.13K	145.54M	34.13K	+9.64%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.53%	412.68K	154.74M	28.2K	+7.33%
Jun 30, 2025	FIRST PACIFIC ADVISORS, LP	0.57%	443.5K	166.3M	-14.44K	-3.15%
Jun 30, 2025	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.58%	445.13K	166.91M	-24.83K	-5.28%
Jun 30, 2025	AZORA CAPITAL LP	0.61%	472.35K	177.12M	29.92K	+6.76%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.63%	485.46K	182.03M	32.73K	+7.23%
Jun 30, 2025	APG ASSET MANAGEMENT N.V.	0.66%	507.59K	162.14M	250.33K	+97.31%
Jun 30, 2025	INVESCO LTD.	0.71%	551.58K	206.83M	450.33K	+444.75%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.77%	597.07K	223.88M	8.27K	+1.40%
Jun 30, 2025	EGERTON CAPITAL (UK) LLP	1.08%	832.52K	312.17M	-38.75K	-4.45%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.12%	863.99K	323.92M	21.05K	+2.50%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.13%	870.62K	326.46M	10.61K	+1.23%
Jun 30, 2025	SURGOCAP PARTNERS LP	1.14%	881.41K	330.5M	-25.04K	-2.76%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.24%	962.08K	360.75M	38.39K	+4.16%
Jun 30, 2025	MORGAN STANLEY	1.78%	1.37M	515.21M	168.27K	+13.96%
Jun 30, 2025	JENNISON ASSOCIATES LLC	1.81%	1.4M	525.99M	443.38K	+46.22%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	2.07%	1.6M	598.82M	558.26K	+53.75%
Jun 30, 2025	AMUNDI	0.15%	114K	42.92M	14.98K	+15.12%
Jun 30, 2025	MAN GROUP PLC	0.26%	198.09K	74.28M	87.77K	+79.57%
Jun 30, 2025	LONE PINE CAPITAL LLC	2.42%	1.87M	702.04M	108.23K	+6.14%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.16%	124.35K	46.63B	-53.83K	-30.21%
Jun 30, 2025	TWINBEECH CAPITAL LP	0.17%	133.32K	49.99M	133.32K	+100.00%
Jun 30, 2025	CORONATION FUND MANAGERS LTD.	0.2%	151.02K	56.63M	27.69K	+22.45%
Jun 30, 2025	GHISALLO CAPITAL MANAGEMENT LLC	0.22%	173.5K	65.06M	173.5K	+100.00%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	182.69K	68.5M	9.96K	+5.77%
Jun 30, 2025	BROWN BROTHERS HARRIMAN & CO	0.24%	184.74K	69.27M	9.26K	+5.27%
Jun 30, 2025		0.24%	188.1K	70.53M	2.06K	+1.11%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.25%	196.21K	73.57M	9.47K	+5.07%
Jun 30, 2025	ROYAL BANK OF CANADA	0.27%	209.68K	78.62M	33.83K	+19.24%
Jun 30, 2025	JUNTO CAPITAL MANAGEMENT LP	0.3%	232.85K	87.31M	-164.52K	-41.40%
Jun 30, 2025	GILDER GAGNON HOWE & CO LLC	0.35%	270.53K	101.44M	-2.41K	-0.88%
Jun 30, 2025	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	0.41%	314.69K	118M	-14.49K	-4.40%
Jun 30, 2025	THIRD POINT LLC	0.81%	625K	234.36M	0	0
Jun 30, 2025	TD ASSET MANAGEMENT INC	0.85%	653.24K	244.95M	-28.65K	-4.20%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.91%	701.42K	263.01M	-57.79K	-7.61%
Jun 30, 2025	DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP	1.02%	785.74K	294.63M	-185K	-19.06%
Jun 30, 2025	WCM INVESTMENT MANAGEMENT, LLC	2.24%	1.73M	631.66M	95.42K	+5.84%
Jun 30, 2025	BLACKROCK, INC.	6.25%	4.83M	1.81B	82.72K	+1.74%
Jun 30, 2025	SEI INVESTMENTS CO	0.54%	419.29K	157.22M	40.23K	+10.61%
Jun 30, 2025	NORTHERN TRUST CORP	0.68%	522.7K	195.99M	5.33K	+1.03%
Jun 30, 2025	MARKEL GROUP INC.	0.7%	544.6K	204.21M	5.5K	+1.02%
Jun 30, 2025	JANUS HENDERSON GROUP PLC	3.98%	3.08M	1.15B	11.32K	+0.37%
Jun 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	3.31%	2.56M	958.97M	-124.16K	-4.63%
Jun 30, 2025	WESTFIELD CAPITAL MANAGEMENT CO LP	1.01%	782.23K	293.31M	-47.87K	-5.77%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.94%	729.21K	273.43M	121.65K	+20.02%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.78%	602.02K	225.74M	6.18K	+1.04%
Mar 31, 2025	EGERTON CAPITAL (UK) LLP	1.17%	871.27K	285.03M	613.56K	+238.08%
Mar 31, 2025	THIRD POINT LLC	0.84%	625K	204.46M	-30K	-4.58%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.52%	384.48K	125.78M	50.56K	+15.14%
Mar 31, 2025	VANGUARD GROUP INC	9.88%	7.37M	2.41B	154.2K	+2.14%
Mar 31, 2025	BLACKROCK, INC.	6.37%	4.75M	1.55B	-16.47K	-0.35%
Mar 31, 2025	DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP	1.3%	970.74K	317.57M	32.38K	+3.45%
Mar 31, 2025	AGF MANAGEMENT LTD	0.59%	437.44K	143.11M	2.39K	+0.55%
Mar 31, 2025	WINSLOW CAPITAL MANAGEMENT, LLC	1.95%	1.46M	476.87M	1.46M	+100.00%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.88%	658.59K	215.45M	507.92K	+337.11%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.79%	588.8K	192.62M	99.22K	+20.27%
Mar 31, 2025	NORTHERN TRUST CORP	0.69%	517.36K	169.25M	26.22K	+5.34%
Mar 31, 2025	SEI INVESTMENTS CO	0.51%	379.06K	124.01M	263.33K	+227.53%
Mar 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	2.03%	1.52M	495.96M	400.35K	+35.88%
Mar 31, 2025	SAMLYN CAPITAL, LLC	1.88%	1.4M	458.41M	-171.82K	-10.92%
Mar 31, 2025	JPMORGAN CHASE & CO	1.75%	1.3M	426.85M	105.67K	+8.81%
Mar 31, 2025	MORGAN STANLEY	1.62%	1.21M	394.44M	177.88K	+17.31%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.61%	452.73K	148.11M	49	+0.01%
Mar 31, 2025	AZORA CAPITAL LP	0.59%	442.43K	144.74M	26.25K	+6.31%
Mar 31, 2025	SOUTHPOINT CAPITAL ADVISORS LP	0.54%	400K	130.86M	-200K	-33.33%
Mar 31, 2025	JENNISON ASSOCIATES LLC	1.29%	959.37K	313.85M	851.12K	+786.21%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.24%	923.69K	302.18M	586.63K	+174.04%
Mar 31, 2025	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.63%	469.96K	153.74M	-8.04K	-1.68%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	1.02%	759.21K	248.37M	642.5K	+550.55%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.81%	607.56K	198.76M	25.92K	+4.46%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.8%	595.85K	194.92M	91.26K	+18.09%
Mar 31, 2025	MARKEL GROUP INC.	0.72%	539.1K	176.36M	6.7K	+1.26%
Mar 31, 2025	EMINENCE CAPITAL, LP	0.7%	523.11K	171.13M	-35.53K	-6.36%
Mar 31, 2025	FIRST PACIFIC ADVISORS, LP	0.61%	457.94K	149.81M	-348	-0.08%
Mar 31, 2025	PALESTRA CAPITAL MANAGEMENT LLC	0.54%	399.21K	130.6M	70.92K	+21.60%
Mar 31, 2025	JUNTO CAPITAL MANAGEMENT LP	0.53%	397.37K	129.99M	-8.62K	-2.12%
Mar 31, 2025	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.52%	389.73K	127.5M	-28.14K	-6.73%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.47%	354K	115.81M	18.25K	+5.44%
Mar 31, 2025	EPOCH INVESTMENT PARTNERS, INC.	0.78%	585.57K	191.56M	-140.01K	-19.30%
Mar 31, 2025	BOSTON PARTNERS	4.71%	3.51M	1.15B	-391.26K	-10.02%
Mar 31, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	3.59%	2.68M	877.26M	20.88K	+0.78%
Mar 31, 2025	LONE PINE CAPITAL LLC	2.36%	1.76M	577.08M	-158.73K	-8.26%
Mar 31, 2025	STATE STREET CORP	2.25%	1.68M	549.46M	9.05K	+0.54%
Mar 31, 2025	WCM INVESTMENT MANAGEMENT, LLC	2.19%	1.64M	550.93M	-6.26K	-0.38%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.09%	1.56M	509.54M	100.54K	+6.89%
Mar 31, 2025	DODGE & COX	2.04%	1.52M	498.38M	1.05M	+224.07%
Mar 31, 2025	TD ASSET MANAGEMENT INC	0.91%	681.89K	223.07M	-159.33K	-18.94%
Mar 31, 2025	MARSHALL WACE, LLP	0.91%	677.24K	221.55M	173.06K	+34.33%
Mar 31, 2025	CLARKSTON CAPITAL PARTNERS, LLC	0.9%	674.23K	220.57M	-198.06K	-22.71%
Mar 31, 2025	FMR LLC	4.24%	3.17M	1.04B	206.74K	+6.99%
Mar 31, 2025	JANUS HENDERSON GROUP PLC	4.11%	3.07M	1.03B	15.83K	+0.52%
Mar 31, 2025	SURGOCAP PARTNERS LP	1.22%	906.44K	296.53M	197.17K	+27.80%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	1.39%	1.04M	339.79M	971.81K	+1,453.31%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.15%	860.01K	281.35M	-46.49K	-5.13%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.13%	842.94K	275.79M	-3.13K	-0.37%
Mar 31, 2025	WESTFIELD CAPITAL MANAGEMENT CO LP	1.11%	830.1K	271.56M	124.18K	+17.59%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.83%	637.8K	168.51M	-561.65K	-46.83%
Mar 31, 2024	DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP	0.93%	715.01K	188.91M	0	0
Mar 31, 2024	EMINENCE CAPITAL, LP	0.96%	735.87K	194.42M	-63.89K	-7.99%
Mar 31, 2024	D. E. SHAW & CO., INC.	1.23%	946.04K	249.94M	-52.8K	-5.29%
Mar 31, 2024	SAMLYN CAPITAL, LLC	1.44%	1.11M	292.23M	-88.64K	-7.42%
Mar 31, 2024	MORGAN STANLEY	1.66%	1.28M	337.09M	750.6K	+142.89%
Mar 31, 2024	LONE PINE CAPITAL LLC	2.19%	1.69M	445.2M	-155.04K	-8.43%
Mar 31, 2024	STATE STREET CORP	2.23%	1.71M	451.78M	-57.74K	-3.27%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	3.09%	2.37M	627.42M	-81.25K	-3.31%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	3.35%	2.58M	680.5M	-267.92K	-9.42%
Mar 31, 2024	CAPITAL RESEARCH GLOBAL INVESTORS	2.08%	1.6M	421.96M	-611.05K	-27.67%
Mar 31, 2024	BOSTON PARTNERS	2.3%	1.77M	466.43M	738.51K	+71.93%
Mar 31, 2024	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	3.07%	2.36M	622.6M	162.73K	+7.42%
Mar 31, 2024	FMR LLC	4.12%	3.17M	836.27M	366.09K	+13.08%
Mar 31, 2024	AGF MANAGEMENT LTD	0.56%	426.51K	112.68M	52.16K	+13.93%
Mar 31, 2024	JUNTO CAPITAL MANAGEMENT LP	0.57%	437.67K	115.63M	-76.64K	-14.90%
Mar 31, 2024	ARROWMARK COLORADO HOLDINGS LLC	0.59%	452.94K	119.67M	-22.75K	-4.78%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.6%	458.88K	121.24M	-8K	-1.71%
Mar 31, 2024	FIRST PACIFIC ADVISORS, LP	0.6%	459.82K	121.48M	-439	-0.10%
Mar 31, 2024	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.65%	498.92K	131.81M	-3.36K	-0.67%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.71%	543.04K	143.47M	6.28K	+1.17%
Mar 31, 2024	JPMORGAN CHASE & CO	1.26%	966.5K	255.35M	56.24K	+6.18%
Mar 31, 2024	TD ASSET MANAGEMENT INC	1.44%	1.1M	291.59M	275.29K	+33.23%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.78%	1.37M	361.06M	17.01K	+1.26%
Mar 31, 2024	WCM INVESTMENT MANAGEMENT, LLC	2.21%	1.7M	448.36M	970	+0.06%
Mar 31, 2024	BLACKROCK INC.	7.91%	6.08M	1.61B	115.85K	+1.94%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.43%	327.35K	86.49M	20.6K	+6.71%
Mar 31, 2024	MAVERICK CAPITAL LTD	0.43%	330.43K	87.3M	-154.67K	-31.88%
Mar 31, 2024	JACOBS LEVY EQUITY MANAGEMENT, INC	0.44%	340.52K	89.97M	-139.25K	-29.02%
Mar 31, 2024	HMI CAPITAL MANAGEMENT, L.P.	0.48%	371.34K	98.11M	371.34K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.49%	373.97K	98.8M	8.18K	+2.24%
Mar 31, 2024	WESTFIELD CAPITAL MANAGEMENT CO LP	0.5%	385.23K	101.78M	-43.64K	-10.18%
Mar 31, 2024	INVESCO LTD.	0.54%	415.93K	109.89M	99.96K	+31.64%
Mar 31, 2024	AZORA CAPITAL LP	0.54%	416.56K	110.05M	89.76K	+27.47%
Mar 31, 2024	NORTHERN TRUST CORP	0.58%	446.88K	118.06M	-19.08K	-4.10%
Mar 31, 2024	MARKEL GROUP INC.	0.59%	454.29K	120.02M	27.91K	+6.54%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.63%	486.16K	128.44M	9.4K	+1.97%
Mar 31, 2024	SURGOCAP PARTNERS LP	0.68%	521.93K	137.89M	-54.69K	-9.48%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.77%	590.42K	155.99M	490.72K	+492.18%
Mar 31, 2024	EAGLE ASSET MANAGEMENT INC	0.9%	694.82K	185.07M	-24.47K	-3.40%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.03%	794.61K	209.94M	211.22K	+36.21%
Mar 31, 2024	EPOCH INVESTMENT PARTNERS, INC.	1.21%	927.37K	245.01M	153.07K	+19.77%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.26%	970.75K	256.47M	23.89K	+2.52%
Mar 31, 2024	CLARKSTON CAPITAL PARTNERS, LLC	1.74%	1.33M	352.28M	-20.51K	-1.51%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.21%	164.2K	43.38M	34.16K	+26.27%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.22%	170.17K	45.65M	87.87K	+106.78%
Mar 31, 2024	PANAGORA ASSET MANAGEMENT INC	0.22%	171.53K	45.32M	61	+0.04%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.23%	176.02K	46.51M	-44.81K	-20.29%
Mar 31, 2024	COMMERCE BANK	0.24%	183.51K	48.48M	-172	-0.09%
Mar 31, 2024	TRILLIUM ASSET MANAGEMENT, LLC	0.24%	184.67K	48.79M	-4.87K	-2.57%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	187.78K	49.61M	-18.74K	-9.07%
Mar 31, 2024	JACKSON SQUARE PARTNERS, LLC	0.25%	193.97K	51.25M	34.38K	+21.54%
Mar 31, 2024	MACQUARIE GROUP LTD	0.28%	218.12K	57.61M	194.35K	+817.76%
Mar 31, 2024	PRIMECAP MANAGEMENT CO/CA/	0.31%	234.4K	61.93M	84.4K	+56.27%
Mar 31, 2024	EMPLOYEES RETIREMENT SYSTEM OF TEXAS	0.32%	246K	64.99M	0	0
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.33%	256.53K	67.78M	70.66K	+38.01%
Mar 31, 2024	ABRDN PLC	0.36%	275.44K	72.77M	-1.38K	-0.50%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.37%	283.81K	74.98M	-415.72K	-59.43%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.37%	287.07K	75.84M	-34.2K	-10.64%
Mar 31, 2024	CORONATION FUND MANAGERS LTD.	0.39%	298.18K	78.78M	183.29K	+159.54%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.39%	300.53K	79.4M	7.05K	+2.40%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.4%	304.05K	80.33M	34.92K	+12.98%
Mar 31, 2024	NORTH PEAK CAPITAL MANAGEMENT, LLC	0.4%	307.88K	81.34M	82.22K	+36.44%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.41%	312.63K	82.6M	1.94K	+0.62%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.5%	386.53K	102.12M	-17.96K	-4.44%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.94%	722.19K	190.8M	3.94K	+0.55%
Mar 31, 2024	CANADA PENSION PLAN INVESTMENT BOARD	1.02%	783.78K	207.07M	88.24K	+12.69%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.74%	572.13K	151.16M	26.05K	+4.77%
Mar 31, 2024	VOYA INVESTMENT MANAGEMENT LLC	0.83%	636.54K	167.92M	-112.25K	-14.99%
Mar 31, 2024	VANGUARD GROUP INC	9.17%	7.05M	1.86B	-94.1K	-1.32%
Dec 31, 2023	WCM INVESTMENT MANAGEMENT, LLC	2.23%	1.7M	387.49M	-760.93K	-30.97%
Dec 31, 2023	STATE STREET CORP	2.32%	1.77M	402.37M	29.29K	+1.68%
Dec 31, 2023	LONE PINE CAPITAL LLC	2.42%	1.84M	418.85M	0	0
Dec 31, 2023	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	2.88%	2.19M	499.36M	48.04K	+2.24%
Dec 31, 2023	CAPITAL RESEARCH GLOBAL INVESTORS	2.9%	2.21M	502.63M	-125.89K	-5.39%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	3.23%	2.46M	559.05M	-169.46K	-6.45%
Dec 31, 2023	FMR LLC	3.68%	2.8M	637.15M	526.26K	+23.15%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	3.74%	2.84M	647.27M	-235.14K	-7.64%
Dec 31, 2023	BLACKROCK INC.	7.84%	5.96M	1.36B	-382.8K	-6.03%
Dec 31, 2023	VANGUARD GROUP INC	9.39%	7.14M	1.63B	48.44K	+0.68%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.42%	317.09K	72.18M	-11.6K	-3.53%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.42%	321.27K	73.13M	20.66K	+6.87%
Dec 31, 2023	AZORA CAPITAL LP	0.43%	326.8K	74.39M	3.65K	+1.13%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.48%	365.79K	83.26M	-6.74K	-1.81%
Dec 31, 2023	AGF MANAGEMENT LTD	0.49%	374.36K	85.21M	-33.83K	-8.29%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.53%	404.49K	92.07M	-17.21K	-4.08%
Dec 31, 2023	MARKEL GROUP INC.	0.56%	426.39K	97.05M	125.12K	+41.53%
Dec 31, 2023	WESTFIELD CAPITAL MANAGEMENT CO LP	0.56%	428.87K	97.62M	-170.24K	-28.41%
Dec 31, 2023	FIRST PACIFIC ADVISORS, LP	0.61%	460.26K	104.76M	-20.38K	-4.24%
Dec 31, 2023	NORTHERN TRUST CORP	0.61%	465.96K	106.06M	-32.45K	-6.51%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.61%	466.88K	106.27M	78.34K	+20.16%
Dec 31, 2023	ARROWMARK COLORADO HOLDINGS LLC	0.63%	475.69K	108.28M	-205.04K	-30.12%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.63%	476.76K	108.52M	-7.59K	-1.57%
Dec 31, 2023	JACOBS LEVY EQUITY MANAGEMENT, INC	0.63%	479.78K	109.21M	68.49K	+16.65%
Dec 31, 2023	MAVERICK CAPITAL LTD	0.64%	485.1K	110.42M	485.1K	+100.00%
Dec 31, 2023	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.66%	502.28K	114.33M	-5.84K	-1.15%
Dec 31, 2023	JUNTO CAPITAL MANAGEMENT LP	0.68%	514.32K	117.07M	100.92K	+24.41%
Dec 31, 2023	MORGAN STANLEY	0.69%	525.29K	119.57M	24.86K	+4.97%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.71%	536.75K	122.18M	71.78K	+15.44%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.72%	546.08K	124.3M	-142.86K	-20.74%
Dec 31, 2023		0.76%	576.62K	131.25M	576.62K	+100.00%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.77%	583.39K	132.79M	15.1K	+2.66%
Dec 31, 2023	CANADA PENSION PLAN INVESTMENT BOARD	0.91%	695.54K	158.32M	238.55K	+52.20%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.92%	699.54K	159.23M	-13.84K	-1.94%
Dec 31, 2023	DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP	0.94%	715.01K	162.75M	-7.6K	-1.05%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.94%	718.25K	163.49M	-10.76K	-1.48%
Dec 31, 2023	EAGLE ASSET MANAGEMENT INC	0.95%	719.29K	163.73M	-15.4K	-2.10%
Dec 31, 2023	VOYA INVESTMENT MANAGEMENT LLC	0.98%	748.78K	170.12M	33.81K	+4.73%
Dec 31, 2023	EPOCH INVESTMENT PARTNERS, INC.	1.02%	774.3K	176.25M	364.6K	+88.99%
Dec 31, 2023	EMINENCE CAPITAL, LP	1.05%	799.76K	182.04M	101.16K	+14.48%
Dec 31, 2023	TD ASSET MANAGEMENT INC	1.09%	828.37K	188.55M	613.79K	+286.05%
Dec 31, 2023	NORGES BANK	1.16%	880.84K	200.5M	880.84K	+100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	1.2%	910.26K	207.19M	-289.32K	-24.12%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.24%	946.86K	215.52M	-152.75K	-13.89%
Dec 31, 2023	D. E. SHAW & CO., INC.	1.31%	998.84K	227.36M	167.71K	+20.18%
Dec 31, 2023	BOSTON PARTNERS	1.35%	1.03M	233.74M	181.59K	+21.49%
Dec 31, 2023	SAMLYN CAPITAL, LLC	1.57%	1.19M	271.94M	-185.07K	-13.41%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	1.58%	1.2M	273.02M	899.99K	+300.54%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.78%	1.35M	307.22M	21.13K	+1.59%
Dec 31, 2023	CLARKSTON CAPITAL PARTNERS, LLC	1.78%	1.35M	308.17M	-137.12K	-9.20%

Insiders

Among the LPLA insiders holding of 0.53% of the stake in company, ARNOLD DAN H., President & CEO, holds the largest shares of 142.61K. LARSEN SALLIE R., Managing Director, is the second largest LPLA insider with ownership of 25.2K shares. OROSCHAKOFF MICHELLE, Managing Director, stands third with possession of 23.85K shares of that stake.

Insiders	Designation	Shares Held
ARNOLD DAN H.	President & CEO	142.61K
LARSEN SALLIE R.	Managing Director	25.2K
OROSCHAKOFF MICHELLE	Managing Director	23.85K
AUDETTE MATTHEW J	President and CFO	16.54K
GATES GREG	Group Managing Director	14.62K
ENYEDI MATTHEW	Managing Director	10.5K
SETHI KABIR	Managing Director	10.25K
STEINMEIER RICHARD	Chief Executive Officer	9.33K
SIMONICH BRENT	EVP, CAO and Treasurer	6.04K
JAMBUSARIA ANERI	Group Managing Director	5.5K
COHEN MARC ELIOT	Managing Director	4.08K
GLAVIN WILLIAM FRANCIS JR	director	2.78K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 05, 2025	GATES GREG	SALE	373.09	39	14.55K	14.62K
Dec 05, 2025	STEINMEIER RICHARD	SALE	373.20	274	102.26K	9.33K
Dec 01, 2025	JAMBUSARIA ANERI	SALE	352.48	80	28.2K	5.5K
Nov 05, 2025	GATES GREG	SALE	380.12	39	14.82K	15.37K
Oct 06, 2025	GATES GREG	SALE	320.27	102	32.67K	16.87K
Sep 05, 2025	GATES GREG	SALE	349.60	32	11.19K	17.62K
Sep 02, 2025	JAMBUSARIA ANERI	SALE	361.25	80	28.9K	5.58K
Aug 05, 2025	GATES GREG	SALE	381.34	4	1.53K	19.12K
Jul 03, 2025	GATES GREG	SALE	385.29	35	13.49K	20.62K
Jun 05, 2025	GATES GREG	SALE	382.37	123	47.03K	22.35K
Jun 02, 2025	JAMBUSARIA ANERI	SALE	383.99	80	30.72K	5.66K
Mar 14, 2025	JAMBUSARIA ANERI	SALE	311.87	80	24.95K	5.74K
Feb 26, 2025	AUDETTE MATTHEW J	SALE	360.07	4.59K	1.65M	16.54K
Feb 26, 2025	COHEN MARC ELIOT	SALE	365.85	1.1K	402.44K	4.08K
Feb 18, 2025	STEINMEIER RICHARD	SALE	373.79	3.5K	1.31M	21.4K
Feb 10, 2025	ENYEDI MATTHEW	SALE	369.33	5.15K	1.9M	10.5K
Feb 05, 2025	AUDETTE MATTHEW J	SALE	368.08	1.42K	521.57K	13.66K
Dec 05, 2024	JAMBUSARIA ANERI	SALE	331.94	305	101.24K	3.92K
Jun 14, 2024	ARNOLD DAN H.	SALE	277.31	5.68K	1.57M	142.61K
Feb 26, 2024	AUDETTE MATTHEW J	SALE	267.79	1.32K	352.14K	13.66K
Feb 26, 2024	GATES GREG	SALE	267.87	707	189.38K	19.08K
Feb 26, 2024	ENYEDI MATTHEW	SALE	263.00	2.4K	631.2K	10.5K
Feb 26, 2024	SETHI KABIR	SALE	267.90	242	64.83K	10.25K
Feb 26, 2024	ARNOLD DAN H.	SALE	267.80	8.41K	2.25M	141.81K
Feb 23, 2024	ARNOLD DAN H.	SALE	266.43	1.82K	485.44K	133.17K
Feb 20, 2024	ARNOLD DAN H.	SALE	259.47	200	51.89K	137.04K
Feb 20, 2024	ENYEDI MATTHEW	SALE	256.94	1.38K	354.83K	8.63K
Feb 05, 2024	AUDETTE MATTHEW J	SALE	251.02	212	53.22K	12.64K
Nov 10, 2023	LARSEN SALLIE R.	SALE	226.57	13.49K	3.06M	25.2K
Nov 02, 2023	JAMBUSARIA ANERI	SALE	222.37	1.93K	429.17K	1.8K
Sep 20, 2023	ARNOLD DAN H.	SALE	250.03	353	88.26K	145.88K
Sep 19, 2023	ARNOLD DAN H.	SALE	250.00	175	43.75K	145.88K
Sep 13, 2023	STEINMEIER RICHARD	SALE	244.65	100	24.47K	16.91K
Aug 22, 2023	ENYEDI MATTHEW	SALE	230.86	3.27K	753.76K	9.98K
May 04, 2023	GLAVIN WILLIAM FRANCIS JR	PURCHASE	180.23	557	100.39K	2.78K
Feb 27, 2023	OROSCHAKOFF MICHELLE	SALE	246.99	1.4K	346.03K	23.85K
Feb 27, 2023	ARNOLD DAN H.	SALE	247.44	2.06K	509.73K	154.88K
Feb 27, 2023	LARSEN SALLIE R.	SALE	248.13	4.44K	1.1M	25.2K
Feb 27, 2023	AUDETTE MATTHEW J	SALE	247.01	2.01K	496.24K	12.64K
Feb 17, 2023	OROSCHAKOFF MICHELLE	SALE	250.33	2.87K	719.45K	23.33K
Feb 16, 2023	OROSCHAKOFF MICHELLE	SALE	248.19	7.99K	1.98M	33.11K
Feb 13, 2023	LARSEN SALLIE R.	SALE	242.33	5.81K	1.41M	24.56K
Feb 06, 2023	AUDETTE MATTHEW J	SALE	242.29	100	24.23K	12.67K
Nov 18, 2022	GLAVIN WILLIAM FRANCIS JR	PURCHASE	217.74	458	99.72K	2.22K
Nov 18, 2022	SIMONICH BRENT	PURCHASE	219.15	920	201.62K	6.04K
Nov 17, 2022	OROSCHAKOFF MICHELLE	SALE	213.80	5.21K	1.11M	41.1K
Oct 31, 2022	AUDETTE MATTHEW J	SALE	260.28	1.2K	312.34K	12.67K
Oct 05, 2022	ARNOLD DAN H.	SALE	240.27	20K	4.81M	157.82K
Aug 17, 2022	ARNOLD DAN H.	SALE	231.77	2.53K	586.61K	162.71K
Aug 17, 2022	OROSCHAKOFF MICHELLE	SALE	231.90	345	80.01K	38.63K
Aug 15, 2022	ARNOLD DAN H.	SALE	226.94	1.13K	256.67K	162.61K
Aug 04, 2022	STEINMEIER RICHARD	SALE	216.64	7.36K	1.59M	24.08K
Jul 29, 2022	ARNOLD DAN H.	SALE	210.33	39.02K	8.21M	162.61K
May 26, 2022	ARNOLD DAN H.	SALE	195.70	1.34K	261.46K	162.61K
May 16, 2022	OROSCHAKOFF MICHELLE	SALE	174.89	15	2.62K	42.07K
Mar 14, 2022	ENYEDI MATTHEW	SALE	159.25	1.9K	302.58K	5.65K
Mar 08, 2022	GLAVIN WILLIAM FRANCIS JR	PURCHASE	142.02	260	36.93K	1.76K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES6859

NET SHARES-6859

SHARES HELD124.63K9

% NET SHARES-100.55%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares2.69

Short Percent Of Float2.71

Shares Outstanding80.00M

Shares Float79.45M

Shares Short2.16M

Short Ratio2.67

2.71%

Short % of Float

2.69%

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

0.53% Percentage of Shares held by All Insiders

100.47% Percentage of Shares held by All Institutions

101.01% Percentage of Float held by Institutions

1093

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	BROWN BROTHERS HARRIMAN & CO	0.25%	190.36K	63.33M	5.62K	+3.04%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.26%	198.98K	74.74M	87.01K	+77.71%
Sep 30, 2025	BRIDGEWATER ASSOCIATES, LP	0.27%	208.74K	69.45M	16.09K	+8.35%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.27%	209.65K	69.75M	1.39K	+0.67%
Sep 30, 2025	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	0.29%	223.14K	74.24M	153.9K	+222.24%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.5%	397.36K	132.2M	-15.32K	-3.71%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.51%	405.15K	134.79M	17.02K	+4.39%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.53%	427.63K	142.27M	-169.44K	-28.38%
Sep 30, 2025	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.55%	437.91K	145.69M	-7.22K	-1.62%
Sep 30, 2025	FIRST PACIFIC ADVISORS, LP	0.55%	443.5K	147.55M	0	0
Sep 30, 2025	INVESCO LTD.	0.67%	539.44K	179.47M	-12.14K	-2.20%
Sep 30, 2025	MARKEL GROUP INC.	0.69%	553.32K	184.08M	8.72K	+1.60%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.42%	335.37K	111.57M	6.81K	+2.07%
Sep 30, 2025	UBS GROUP AG	0.42%	336.13K	111.83M	105.03K	+45.45%
Sep 30, 2025	JUNTO CAPITAL MANAGEMENT LP	0.44%	351.21K	116.84M	118.36K	+50.83%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.57%	452.47K	150.53M	-32.99K	-6.80%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.7%	563.61K	187.51M	-38.41K	-6.38%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.71%	564.22K	187.71M	-137.2K	-19.56%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.74%	589.49K	196.12M	-139.72K	-19.16%
Sep 30, 2025	THIRD POINT LLC	0.74%	594.14K	197.67M	-30.86K	-4.94%
Sep 30, 2025	TD ASSET MANAGEMENT INC	0.86%	691.7K	230.12M	38.46K	+5.89%
Sep 30, 2025	APG ASSET MANAGEMENT N.V.	0.96%	767.33K	217.26M	259.74K	+51.17%
Sep 30, 2025	DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP	0.98%	785.74K	261.41M	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.03%	824.27K	274.23M	-46.35K	-5.32%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.06%	847.82K	282.1M	-16.17K	-1.87%
Sep 30, 2025	JPMORGAN CHASE & CO	1.21%	938.76K	312.32M	-221.57K	-19.10%
Sep 30, 2025	SURGOCAP PARTNERS LP	1.24%	994.28K	330.79M	112.87K	+12.81%
Sep 30, 2025	JENNISON ASSOCIATES LLC	1.38%	1.1M	367.61M	-297.8K	-21.23%
Sep 30, 2025	FMR LLC	1.4%	1.12M	373.25M	-1.33M	-54.29%
Sep 30, 2025	SAMLYN CAPITAL, LLC	1.68%	1.35M	447.97M	131.21K	+10.80%
Sep 30, 2025	MORGAN STANLEY	1.85%	1.48M	492.27M	105.65K	+7.69%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.93%	1.54M	511.97M	-181.7K	-10.53%
Sep 30, 2025	WCM INVESTMENT MANAGEMENT, LLC	2.18%	1.74M	593.66M	12.21K	+0.71%
Sep 30, 2025	STATE STREET CORP	2.29%	1.83M	608.31M	101.29K	+5.86%
Sep 30, 2025	EPOCH INVESTMENT PARTNERS, INC.	0.6%	482.7K	160.59M	-96.92K	-16.72%
Sep 30, 2025	EMINENCE CAPITAL, LP	0.73%	587.62K	195.5M	36.03K	+6.53%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.1%	878.03K	292.11M	-84.04K	-8.74%
Sep 30, 2025	CLARKSTON CAPITAL PARTNERS, LLC	0.62%	498.63K	165.89M	-100.15K	-16.73%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	2.46%	1.97M	655.42M	373.08K	+23.36%
Sep 30, 2025	NORTHERN TRUST CORP	0.67%	532.3K	177.09M	9.61K	+1.84%
Sep 30, 2025	AGF MANAGEMENT LTD	0.67%	537.28K	178.75M	-227.75K	-29.77%
Sep 30, 2025	AZORA CAPITAL LP	0.44%	353.36K	117.56M	-119K	-25.19%
Sep 30, 2025	RAILWAY PENSION INVESTMENTS LTD	0.45%	363.4K	120.9M	266.9K	+276.58%
Sep 30, 2025	CITADEL ADVISORS LLC	0.48%	384.35K	127.87M	384.35K	+100.00%
Sep 30, 2025	LONE PINE CAPITAL LLC	2.82%	2.26M	750.45M	383.47K	+20.48%
Sep 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	3.1%	2.48M	825.94M	-74.84K	-2.93%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	1.32%	1.05M	350.38M	965.69K	+1,103.96%
Sep 30, 2025	JANUS HENDERSON GROUP PLC	3.87%	3.1M	1.03B	19.67K	+0.64%
Sep 30, 2025	SEI INVESTMENTS CO	0.16%	123.74K	41.17M	-295.56K	-70.49%
Sep 30, 2025	LPL FINANCIAL LLC	0.17%	128.9K	42.88M	2.46K	+1.95%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.18%	141.73K	47.15M	-14.92K	-9.52%
Sep 30, 2025	CITIGROUP INC	0.18%	142.79K	47.5M	91.3K	+177.34%
Sep 30, 2025	EMPLOYEES RETIREMENT SYSTEM OF TEXAS	0.21%	161.5K	53.73M	-1.5K	-0.92%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.21%	162.39K	51.48M	-29.34K	-15.30%
Sep 30, 2025	ROYAL BANK OF CANADA	0.38%	292.95K	97.46M	83.27K	+39.71%
Sep 30, 2025	HOLOCENE ADVISORS, LP	0.39%	298.87K	99.43M	30.43K	+11.33%
Sep 30, 2025	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	0.4%	310.93K	103.44M	-3.75K	-1.19%
Sep 30, 2025	MACQUARIE GROUP LTD	0.43%	333.62K	110.99M	-9.12K	-2.66%
Sep 30, 2025	CAPITAL WORLD INVESTORS	3.29%	2.63M	874.49M	2.61M	+15,960.07%
Sep 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	4.05%	3.24M	1.08B	800.17K	+32.76%
Sep 30, 2025	DODGE & COX	4.16%	3.33M	1.11B	627.55K	+23.23%
Sep 30, 2025	BOSTON PARTNERS	4.59%	3.67M	1.22B	-10.16K	-0.28%
Sep 30, 2025	BLACKROCK, INC.	6.22%	4.98M	1.66B	143.72K	+2.97%
Sep 30, 2025	VANGUARD GROUP INC	10.38%	8.3M	2.76B	317K	+3.97%
Sep 30, 2025	WESTFIELD CAPITAL MANAGEMENT CO LP	0.72%	575.46K	191.45M	-206.77K	-26.43%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.22%	168.79K	56.15M	5.47K	+3.35%
Sep 30, 2025	DEUTSCHE BANK AG\	0.22%	173.21K	57.62M	11.31K	+6.98%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	183.67K	61.11M	985	+0.54%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.24%	186.83K	62.16M	-11.31K	-5.71%
Sep 30, 2025	CORONATION FUND MANAGERS LTD.	0.24%	187.97K	62.54M	36.95K	+24.47%
Sep 30, 2025	NUVEEN, LLC	0.24%	188.93K	62.85M	825	+0.44%
Jun 30, 2025	EPOCH INVESTMENT PARTNERS, INC.	0.75%	579.62K	217.34M	-5.95K	-1.02%
Jun 30, 2025	CLARKSTON CAPITAL PARTNERS, LLC	0.77%	598.78K	224.53M	-75.45K	-11.19%
Jun 30, 2025	EMINENCE CAPITAL, LP	0.71%	551.59K	206.83M	28.48K	+5.44%
Jun 30, 2025	WINSLOW CAPITAL MANAGEMENT, LLC	1.53%	1.18M	443.62M	-274.63K	-18.84%
Jun 30, 2025	AGF MANAGEMENT LTD	0.99%	765.02K	286.86M	327.58K	+74.89%
Jun 30, 2025	DODGE & COX	3.49%	2.7M	1.01B	1.18M	+77.34%
Jun 30, 2025	BRIDGEWATER ASSOCIATES, LP	0.25%	192.66K	72.24M	-30.22K	-13.56%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.25%	191.73K	71.52M	44.25K	+30.00%
Jun 30, 2025	NATIONAL PENSION SERVICE	0.15%	114.8K	43.05M	480	+0.42%
Jun 30, 2025	BOSTON PARTNERS	4.76%	3.68M	1.38B	165.2K	+4.70%
Jun 30, 2025	FMR LLC	3.18%	2.45M	920.35M	-710.98K	-22.46%
Jun 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	3.16%	2.44M	915.74M	926.12K	+61.09%
Jun 30, 2025	SAMLYN CAPITAL, LLC	1.57%	1.22M	455.69M	-185.98K	-13.27%
Jun 30, 2025	HOLOCENE ADVISORS, LP	0.35%	268.45K	100.66M	-66.52K	-19.86%
Jun 30, 2025	BAMCO INC /NY/	0.29%	222.48K	83.42M	57.23K	+34.63%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.14%	111.97K	41.98M	-977	-0.87%
Jun 30, 2025	FAMILY WEALTH PARTNERS, LLC	0.14%	111.9K	41.96M	-43	-0.04%
Jun 30, 2025	ABRDN PLC	0.13%	102.16K	37.78M	-35.86K	-25.98%
Jun 30, 2025	NORGES BANK	1.39%	1.07M	402.31M	1.07M	+100.00%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.23%	1.72M	645.14M	164.48K	+10.54%
Jun 30, 2025	STATE STREET CORP	2.23%	1.73M	647.64M	47.58K	+2.83%
Jun 30, 2025	VANGUARD GROUP INC	10.33%	7.99M	2.99B	613.91K	+8.33%
Jun 30, 2025	JPMORGAN CHASE & CO	1.5%	1.16M	435.09M	-144.46K	-11.07%
Jun 30, 2025	SOUTHPOINT CAPITAL ADVISORS LP	0.47%	365K	136.86M	-35K	-8.75%
Jun 30, 2025	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.48%	367.43K	137.77M	-22.3K	-5.72%
Jun 30, 2025	PALESTRA CAPITAL MANAGEMENT LLC	0.49%	379.93K	142.46M	-19.28K	-4.83%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.5%	388.13K	145.54M	34.13K	+9.64%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.53%	412.68K	154.74M	28.2K	+7.33%
Jun 30, 2025	FIRST PACIFIC ADVISORS, LP	0.57%	443.5K	166.3M	-14.44K	-3.15%
Jun 30, 2025	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.58%	445.13K	166.91M	-24.83K	-5.28%
Jun 30, 2025	AZORA CAPITAL LP	0.61%	472.35K	177.12M	29.92K	+6.76%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.63%	485.46K	182.03M	32.73K	+7.23%
Jun 30, 2025	APG ASSET MANAGEMENT N.V.	0.66%	507.59K	162.14M	250.33K	+97.31%
Jun 30, 2025	INVESCO LTD.	0.71%	551.58K	206.83M	450.33K	+444.75%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.77%	597.07K	223.88M	8.27K	+1.40%
Jun 30, 2025	EGERTON CAPITAL (UK) LLP	1.08%	832.52K	312.17M	-38.75K	-4.45%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.12%	863.99K	323.92M	21.05K	+2.50%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.13%	870.62K	326.46M	10.61K	+1.23%
Jun 30, 2025	SURGOCAP PARTNERS LP	1.14%	881.41K	330.5M	-25.04K	-2.76%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.24%	962.08K	360.75M	38.39K	+4.16%
Jun 30, 2025	MORGAN STANLEY	1.78%	1.37M	515.21M	168.27K	+13.96%
Jun 30, 2025	JENNISON ASSOCIATES LLC	1.81%	1.4M	525.99M	443.38K	+46.22%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	2.07%	1.6M	598.82M	558.26K	+53.75%
Jun 30, 2025	AMUNDI	0.15%	114K	42.92M	14.98K	+15.12%
Jun 30, 2025	MAN GROUP PLC	0.26%	198.09K	74.28M	87.77K	+79.57%
Jun 30, 2025	LONE PINE CAPITAL LLC	2.42%	1.87M	702.04M	108.23K	+6.14%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.16%	124.35K	46.63B	-53.83K	-30.21%
Jun 30, 2025	TWINBEECH CAPITAL LP	0.17%	133.32K	49.99M	133.32K	+100.00%
Jun 30, 2025	CORONATION FUND MANAGERS LTD.	0.2%	151.02K	56.63M	27.69K	+22.45%
Jun 30, 2025	GHISALLO CAPITAL MANAGEMENT LLC	0.22%	173.5K	65.06M	173.5K	+100.00%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	182.69K	68.5M	9.96K	+5.77%
Jun 30, 2025	BROWN BROTHERS HARRIMAN & CO	0.24%	184.74K	69.27M	9.26K	+5.27%
Jun 30, 2025		0.24%	188.1K	70.53M	2.06K	+1.11%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.25%	196.21K	73.57M	9.47K	+5.07%
Jun 30, 2025	ROYAL BANK OF CANADA	0.27%	209.68K	78.62M	33.83K	+19.24%
Jun 30, 2025	JUNTO CAPITAL MANAGEMENT LP	0.3%	232.85K	87.31M	-164.52K	-41.40%
Jun 30, 2025	GILDER GAGNON HOWE & CO LLC	0.35%	270.53K	101.44M	-2.41K	-0.88%
Jun 30, 2025	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	0.41%	314.69K	118M	-14.49K	-4.40%
Jun 30, 2025	THIRD POINT LLC	0.81%	625K	234.36M	0	0
Jun 30, 2025	TD ASSET MANAGEMENT INC	0.85%	653.24K	244.95M	-28.65K	-4.20%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.91%	701.42K	263.01M	-57.79K	-7.61%
Jun 30, 2025	DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP	1.02%	785.74K	294.63M	-185K	-19.06%
Jun 30, 2025	WCM INVESTMENT MANAGEMENT, LLC	2.24%	1.73M	631.66M	95.42K	+5.84%
Jun 30, 2025	BLACKROCK, INC.	6.25%	4.83M	1.81B	82.72K	+1.74%
Jun 30, 2025	SEI INVESTMENTS CO	0.54%	419.29K	157.22M	40.23K	+10.61%
Jun 30, 2025	NORTHERN TRUST CORP	0.68%	522.7K	195.99M	5.33K	+1.03%
Jun 30, 2025	MARKEL GROUP INC.	0.7%	544.6K	204.21M	5.5K	+1.02%
Jun 30, 2025	JANUS HENDERSON GROUP PLC	3.98%	3.08M	1.15B	11.32K	+0.37%
Jun 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	3.31%	2.56M	958.97M	-124.16K	-4.63%
Jun 30, 2025	WESTFIELD CAPITAL MANAGEMENT CO LP	1.01%	782.23K	293.31M	-47.87K	-5.77%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.94%	729.21K	273.43M	121.65K	+20.02%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.78%	602.02K	225.74M	6.18K	+1.04%
Mar 31, 2025	EGERTON CAPITAL (UK) LLP	1.17%	871.27K	285.03M	613.56K	+238.08%
Mar 31, 2025	THIRD POINT LLC	0.84%	625K	204.46M	-30K	-4.58%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.52%	384.48K	125.78M	50.56K	+15.14%
Mar 31, 2025	VANGUARD GROUP INC	9.88%	7.37M	2.41B	154.2K	+2.14%
Mar 31, 2025	BLACKROCK, INC.	6.37%	4.75M	1.55B	-16.47K	-0.35%
Mar 31, 2025	DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP	1.3%	970.74K	317.57M	32.38K	+3.45%
Mar 31, 2025	AGF MANAGEMENT LTD	0.59%	437.44K	143.11M	2.39K	+0.55%
Mar 31, 2025	WINSLOW CAPITAL MANAGEMENT, LLC	1.95%	1.46M	476.87M	1.46M	+100.00%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.88%	658.59K	215.45M	507.92K	+337.11%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.79%	588.8K	192.62M	99.22K	+20.27%
Mar 31, 2025	NORTHERN TRUST CORP	0.69%	517.36K	169.25M	26.22K	+5.34%
Mar 31, 2025	SEI INVESTMENTS CO	0.51%	379.06K	124.01M	263.33K	+227.53%
Mar 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	2.03%	1.52M	495.96M	400.35K	+35.88%
Mar 31, 2025	SAMLYN CAPITAL, LLC	1.88%	1.4M	458.41M	-171.82K	-10.92%
Mar 31, 2025	JPMORGAN CHASE & CO	1.75%	1.3M	426.85M	105.67K	+8.81%
Mar 31, 2025	MORGAN STANLEY	1.62%	1.21M	394.44M	177.88K	+17.31%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.61%	452.73K	148.11M	49	+0.01%
Mar 31, 2025	AZORA CAPITAL LP	0.59%	442.43K	144.74M	26.25K	+6.31%
Mar 31, 2025	SOUTHPOINT CAPITAL ADVISORS LP	0.54%	400K	130.86M	-200K	-33.33%
Mar 31, 2025	JENNISON ASSOCIATES LLC	1.29%	959.37K	313.85M	851.12K	+786.21%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.24%	923.69K	302.18M	586.63K	+174.04%
Mar 31, 2025	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.63%	469.96K	153.74M	-8.04K	-1.68%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	1.02%	759.21K	248.37M	642.5K	+550.55%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.81%	607.56K	198.76M	25.92K	+4.46%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.8%	595.85K	194.92M	91.26K	+18.09%
Mar 31, 2025	MARKEL GROUP INC.	0.72%	539.1K	176.36M	6.7K	+1.26%
Mar 31, 2025	EMINENCE CAPITAL, LP	0.7%	523.11K	171.13M	-35.53K	-6.36%
Mar 31, 2025	FIRST PACIFIC ADVISORS, LP	0.61%	457.94K	149.81M	-348	-0.08%
Mar 31, 2025	PALESTRA CAPITAL MANAGEMENT LLC	0.54%	399.21K	130.6M	70.92K	+21.60%
Mar 31, 2025	JUNTO CAPITAL MANAGEMENT LP	0.53%	397.37K	129.99M	-8.62K	-2.12%
Mar 31, 2025	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.52%	389.73K	127.5M	-28.14K	-6.73%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.47%	354K	115.81M	18.25K	+5.44%
Mar 31, 2025	EPOCH INVESTMENT PARTNERS, INC.	0.78%	585.57K	191.56M	-140.01K	-19.30%
Mar 31, 2025	BOSTON PARTNERS	4.71%	3.51M	1.15B	-391.26K	-10.02%
Mar 31, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	3.59%	2.68M	877.26M	20.88K	+0.78%
Mar 31, 2025	LONE PINE CAPITAL LLC	2.36%	1.76M	577.08M	-158.73K	-8.26%
Mar 31, 2025	STATE STREET CORP	2.25%	1.68M	549.46M	9.05K	+0.54%
Mar 31, 2025	WCM INVESTMENT MANAGEMENT, LLC	2.19%	1.64M	550.93M	-6.26K	-0.38%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.09%	1.56M	509.54M	100.54K	+6.89%
Mar 31, 2025	DODGE & COX	2.04%	1.52M	498.38M	1.05M	+224.07%
Mar 31, 2025	TD ASSET MANAGEMENT INC	0.91%	681.89K	223.07M	-159.33K	-18.94%
Mar 31, 2025	MARSHALL WACE, LLP	0.91%	677.24K	221.55M	173.06K	+34.33%
Mar 31, 2025	CLARKSTON CAPITAL PARTNERS, LLC	0.9%	674.23K	220.57M	-198.06K	-22.71%
Mar 31, 2025	FMR LLC	4.24%	3.17M	1.04B	206.74K	+6.99%
Mar 31, 2025	JANUS HENDERSON GROUP PLC	4.11%	3.07M	1.03B	15.83K	+0.52%
Mar 31, 2025	SURGOCAP PARTNERS LP	1.22%	906.44K	296.53M	197.17K	+27.80%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	1.39%	1.04M	339.79M	971.81K	+1,453.31%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.15%	860.01K	281.35M	-46.49K	-5.13%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.13%	842.94K	275.79M	-3.13K	-0.37%
Mar 31, 2025	WESTFIELD CAPITAL MANAGEMENT CO LP	1.11%	830.1K	271.56M	124.18K	+17.59%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.83%	637.8K	168.51M	-561.65K	-46.83%
Mar 31, 2024	DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP	0.93%	715.01K	188.91M	0	0
Mar 31, 2024	EMINENCE CAPITAL, LP	0.96%	735.87K	194.42M	-63.89K	-7.99%
Mar 31, 2024	D. E. SHAW & CO., INC.	1.23%	946.04K	249.94M	-52.8K	-5.29%
Mar 31, 2024	SAMLYN CAPITAL, LLC	1.44%	1.11M	292.23M	-88.64K	-7.42%
Mar 31, 2024	MORGAN STANLEY	1.66%	1.28M	337.09M	750.6K	+142.89%
Mar 31, 2024	LONE PINE CAPITAL LLC	2.19%	1.69M	445.2M	-155.04K	-8.43%
Mar 31, 2024	STATE STREET CORP	2.23%	1.71M	451.78M	-57.74K	-3.27%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	3.09%	2.37M	627.42M	-81.25K	-3.31%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	3.35%	2.58M	680.5M	-267.92K	-9.42%
Mar 31, 2024	CAPITAL RESEARCH GLOBAL INVESTORS	2.08%	1.6M	421.96M	-611.05K	-27.67%
Mar 31, 2024	BOSTON PARTNERS	2.3%	1.77M	466.43M	738.51K	+71.93%
Mar 31, 2024	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	3.07%	2.36M	622.6M	162.73K	+7.42%
Mar 31, 2024	FMR LLC	4.12%	3.17M	836.27M	366.09K	+13.08%
Mar 31, 2024	AGF MANAGEMENT LTD	0.56%	426.51K	112.68M	52.16K	+13.93%
Mar 31, 2024	JUNTO CAPITAL MANAGEMENT LP	0.57%	437.67K	115.63M	-76.64K	-14.90%
Mar 31, 2024	ARROWMARK COLORADO HOLDINGS LLC	0.59%	452.94K	119.67M	-22.75K	-4.78%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.6%	458.88K	121.24M	-8K	-1.71%
Mar 31, 2024	FIRST PACIFIC ADVISORS, LP	0.6%	459.82K	121.48M	-439	-0.10%
Mar 31, 2024	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.65%	498.92K	131.81M	-3.36K	-0.67%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.71%	543.04K	143.47M	6.28K	+1.17%
Mar 31, 2024	JPMORGAN CHASE & CO	1.26%	966.5K	255.35M	56.24K	+6.18%
Mar 31, 2024	TD ASSET MANAGEMENT INC	1.44%	1.1M	291.59M	275.29K	+33.23%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.78%	1.37M	361.06M	17.01K	+1.26%
Mar 31, 2024	WCM INVESTMENT MANAGEMENT, LLC	2.21%	1.7M	448.36M	970	+0.06%
Mar 31, 2024	BLACKROCK INC.	7.91%	6.08M	1.61B	115.85K	+1.94%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.43%	327.35K	86.49M	20.6K	+6.71%
Mar 31, 2024	MAVERICK CAPITAL LTD	0.43%	330.43K	87.3M	-154.67K	-31.88%
Mar 31, 2024	JACOBS LEVY EQUITY MANAGEMENT, INC	0.44%	340.52K	89.97M	-139.25K	-29.02%
Mar 31, 2024	HMI CAPITAL MANAGEMENT, L.P.	0.48%	371.34K	98.11M	371.34K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.49%	373.97K	98.8M	8.18K	+2.24%
Mar 31, 2024	WESTFIELD CAPITAL MANAGEMENT CO LP	0.5%	385.23K	101.78M	-43.64K	-10.18%
Mar 31, 2024	INVESCO LTD.	0.54%	415.93K	109.89M	99.96K	+31.64%
Mar 31, 2024	AZORA CAPITAL LP	0.54%	416.56K	110.05M	89.76K	+27.47%
Mar 31, 2024	NORTHERN TRUST CORP	0.58%	446.88K	118.06M	-19.08K	-4.10%
Mar 31, 2024	MARKEL GROUP INC.	0.59%	454.29K	120.02M	27.91K	+6.54%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.63%	486.16K	128.44M	9.4K	+1.97%
Mar 31, 2024	SURGOCAP PARTNERS LP	0.68%	521.93K	137.89M	-54.69K	-9.48%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.77%	590.42K	155.99M	490.72K	+492.18%
Mar 31, 2024	EAGLE ASSET MANAGEMENT INC	0.9%	694.82K	185.07M	-24.47K	-3.40%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.03%	794.61K	209.94M	211.22K	+36.21%
Mar 31, 2024	EPOCH INVESTMENT PARTNERS, INC.	1.21%	927.37K	245.01M	153.07K	+19.77%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.26%	970.75K	256.47M	23.89K	+2.52%
Mar 31, 2024	CLARKSTON CAPITAL PARTNERS, LLC	1.74%	1.33M	352.28M	-20.51K	-1.51%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.21%	164.2K	43.38M	34.16K	+26.27%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.22%	170.17K	45.65M	87.87K	+106.78%
Mar 31, 2024	PANAGORA ASSET MANAGEMENT INC	0.22%	171.53K	45.32M	61	+0.04%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.23%	176.02K	46.51M	-44.81K	-20.29%
Mar 31, 2024	COMMERCE BANK	0.24%	183.51K	48.48M	-172	-0.09%
Mar 31, 2024	TRILLIUM ASSET MANAGEMENT, LLC	0.24%	184.67K	48.79M	-4.87K	-2.57%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	187.78K	49.61M	-18.74K	-9.07%
Mar 31, 2024	JACKSON SQUARE PARTNERS, LLC	0.25%	193.97K	51.25M	34.38K	+21.54%
Mar 31, 2024	MACQUARIE GROUP LTD	0.28%	218.12K	57.61M	194.35K	+817.76%
Mar 31, 2024	PRIMECAP MANAGEMENT CO/CA/	0.31%	234.4K	61.93M	84.4K	+56.27%
Mar 31, 2024	EMPLOYEES RETIREMENT SYSTEM OF TEXAS	0.32%	246K	64.99M	0	0
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.33%	256.53K	67.78M	70.66K	+38.01%
Mar 31, 2024	ABRDN PLC	0.36%	275.44K	72.77M	-1.38K	-0.50%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.37%	283.81K	74.98M	-415.72K	-59.43%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.37%	287.07K	75.84M	-34.2K	-10.64%
Mar 31, 2024	CORONATION FUND MANAGERS LTD.	0.39%	298.18K	78.78M	183.29K	+159.54%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.39%	300.53K	79.4M	7.05K	+2.40%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.4%	304.05K	80.33M	34.92K	+12.98%
Mar 31, 2024	NORTH PEAK CAPITAL MANAGEMENT, LLC	0.4%	307.88K	81.34M	82.22K	+36.44%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.41%	312.63K	82.6M	1.94K	+0.62%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.5%	386.53K	102.12M	-17.96K	-4.44%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.94%	722.19K	190.8M	3.94K	+0.55%
Mar 31, 2024	CANADA PENSION PLAN INVESTMENT BOARD	1.02%	783.78K	207.07M	88.24K	+12.69%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.74%	572.13K	151.16M	26.05K	+4.77%
Mar 31, 2024	VOYA INVESTMENT MANAGEMENT LLC	0.83%	636.54K	167.92M	-112.25K	-14.99%
Mar 31, 2024	VANGUARD GROUP INC	9.17%	7.05M	1.86B	-94.1K	-1.32%
Dec 31, 2023	WCM INVESTMENT MANAGEMENT, LLC	2.23%	1.7M	387.49M	-760.93K	-30.97%
Dec 31, 2023	STATE STREET CORP	2.32%	1.77M	402.37M	29.29K	+1.68%
Dec 31, 2023	LONE PINE CAPITAL LLC	2.42%	1.84M	418.85M	0	0
Dec 31, 2023	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	2.88%	2.19M	499.36M	48.04K	+2.24%
Dec 31, 2023	CAPITAL RESEARCH GLOBAL INVESTORS	2.9%	2.21M	502.63M	-125.89K	-5.39%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	3.23%	2.46M	559.05M	-169.46K	-6.45%
Dec 31, 2023	FMR LLC	3.68%	2.8M	637.15M	526.26K	+23.15%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	3.74%	2.84M	647.27M	-235.14K	-7.64%
Dec 31, 2023	BLACKROCK INC.	7.84%	5.96M	1.36B	-382.8K	-6.03%
Dec 31, 2023	VANGUARD GROUP INC	9.39%	7.14M	1.63B	48.44K	+0.68%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.42%	317.09K	72.18M	-11.6K	-3.53%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.42%	321.27K	73.13M	20.66K	+6.87%
Dec 31, 2023	AZORA CAPITAL LP	0.43%	326.8K	74.39M	3.65K	+1.13%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.48%	365.79K	83.26M	-6.74K	-1.81%
Dec 31, 2023	AGF MANAGEMENT LTD	0.49%	374.36K	85.21M	-33.83K	-8.29%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.53%	404.49K	92.07M	-17.21K	-4.08%
Dec 31, 2023	MARKEL GROUP INC.	0.56%	426.39K	97.05M	125.12K	+41.53%
Dec 31, 2023	WESTFIELD CAPITAL MANAGEMENT CO LP	0.56%	428.87K	97.62M	-170.24K	-28.41%
Dec 31, 2023	FIRST PACIFIC ADVISORS, LP	0.61%	460.26K	104.76M	-20.38K	-4.24%
Dec 31, 2023	NORTHERN TRUST CORP	0.61%	465.96K	106.06M	-32.45K	-6.51%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.61%	466.88K	106.27M	78.34K	+20.16%
Dec 31, 2023	ARROWMARK COLORADO HOLDINGS LLC	0.63%	475.69K	108.28M	-205.04K	-30.12%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.63%	476.76K	108.52M	-7.59K	-1.57%
Dec 31, 2023	JACOBS LEVY EQUITY MANAGEMENT, INC	0.63%	479.78K	109.21M	68.49K	+16.65%
Dec 31, 2023	MAVERICK CAPITAL LTD	0.64%	485.1K	110.42M	485.1K	+100.00%
Dec 31, 2023	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.66%	502.28K	114.33M	-5.84K	-1.15%
Dec 31, 2023	JUNTO CAPITAL MANAGEMENT LP	0.68%	514.32K	117.07M	100.92K	+24.41%
Dec 31, 2023	MORGAN STANLEY	0.69%	525.29K	119.57M	24.86K	+4.97%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.71%	536.75K	122.18M	71.78K	+15.44%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.72%	546.08K	124.3M	-142.86K	-20.74%
Dec 31, 2023		0.76%	576.62K	131.25M	576.62K	+100.00%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.77%	583.39K	132.79M	15.1K	+2.66%
Dec 31, 2023	CANADA PENSION PLAN INVESTMENT BOARD	0.91%	695.54K	158.32M	238.55K	+52.20%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.92%	699.54K	159.23M	-13.84K	-1.94%
Dec 31, 2023	DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP	0.94%	715.01K	162.75M	-7.6K	-1.05%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.94%	718.25K	163.49M	-10.76K	-1.48%
Dec 31, 2023	EAGLE ASSET MANAGEMENT INC	0.95%	719.29K	163.73M	-15.4K	-2.10%
Dec 31, 2023	VOYA INVESTMENT MANAGEMENT LLC	0.98%	748.78K	170.12M	33.81K	+4.73%
Dec 31, 2023	EPOCH INVESTMENT PARTNERS, INC.	1.02%	774.3K	176.25M	364.6K	+88.99%
Dec 31, 2023	EMINENCE CAPITAL, LP	1.05%	799.76K	182.04M	101.16K	+14.48%
Dec 31, 2023	TD ASSET MANAGEMENT INC	1.09%	828.37K	188.55M	613.79K	+286.05%
Dec 31, 2023	NORGES BANK	1.16%	880.84K	200.5M	880.84K	+100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	1.2%	910.26K	207.19M	-289.32K	-24.12%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.24%	946.86K	215.52M	-152.75K	-13.89%
Dec 31, 2023	D. E. SHAW & CO., INC.	1.31%	998.84K	227.36M	167.71K	+20.18%
Dec 31, 2023	BOSTON PARTNERS	1.35%	1.03M	233.74M	181.59K	+21.49%
Dec 31, 2023	SAMLYN CAPITAL, LLC	1.57%	1.19M	271.94M	-185.07K	-13.41%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	1.58%	1.2M	273.02M	899.99K	+300.54%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.78%	1.35M	307.22M	21.13K	+1.59%
Dec 31, 2023	CLARKSTON CAPITAL PARTNERS, LLC	1.78%	1.35M	308.17M	-137.12K	-9.20%

Insiders

Insiders	Designation	Shares Held
ARNOLD DAN H.	President & CEO	142.61K
LARSEN SALLIE R.	Managing Director	25.2K
OROSCHAKOFF MICHELLE	Managing Director	23.85K
AUDETTE MATTHEW J	President and CFO	16.54K
GATES GREG	Group Managing Director	14.62K
ENYEDI MATTHEW	Managing Director	10.5K
SETHI KABIR	Managing Director	10.25K
STEINMEIER RICHARD	Chief Executive Officer	9.33K
SIMONICH BRENT	EVP, CAO and Treasurer	6.04K
JAMBUSARIA ANERI	Group Managing Director	5.5K
COHEN MARC ELIOT	Managing Director	4.08K
GLAVIN WILLIAM FRANCIS JR	director	2.78K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 05, 2025	GATES GREG	SALE	373.09	39	14.55K	14.62K
Dec 05, 2025	STEINMEIER RICHARD	SALE	373.20	274	102.26K	9.33K
Dec 01, 2025	JAMBUSARIA ANERI	SALE	352.48	80	28.2K	5.5K
Nov 05, 2025	GATES GREG	SALE	380.12	39	14.82K	15.37K
Oct 06, 2025	GATES GREG	SALE	320.27	102	32.67K	16.87K
Sep 05, 2025	GATES GREG	SALE	349.60	32	11.19K	17.62K
Sep 02, 2025	JAMBUSARIA ANERI	SALE	361.25	80	28.9K	5.58K
Aug 05, 2025	GATES GREG	SALE	381.34	4	1.53K	19.12K
Jul 03, 2025	GATES GREG	SALE	385.29	35	13.49K	20.62K
Jun 05, 2025	GATES GREG	SALE	382.37	123	47.03K	22.35K
Jun 02, 2025	JAMBUSARIA ANERI	SALE	383.99	80	30.72K	5.66K
Mar 14, 2025	JAMBUSARIA ANERI	SALE	311.87	80	24.95K	5.74K
Feb 26, 2025	AUDETTE MATTHEW J	SALE	360.07	4.59K	1.65M	16.54K
Feb 26, 2025	COHEN MARC ELIOT	SALE	365.85	1.1K	402.44K	4.08K
Feb 18, 2025	STEINMEIER RICHARD	SALE	373.79	3.5K	1.31M	21.4K
Feb 10, 2025	ENYEDI MATTHEW	SALE	369.33	5.15K	1.9M	10.5K
Feb 05, 2025	AUDETTE MATTHEW J	SALE	368.08	1.42K	521.57K	13.66K
Dec 05, 2024	JAMBUSARIA ANERI	SALE	331.94	305	101.24K	3.92K
Jun 14, 2024	ARNOLD DAN H.	SALE	277.31	5.68K	1.57M	142.61K
Feb 26, 2024	AUDETTE MATTHEW J	SALE	267.79	1.32K	352.14K	13.66K
Feb 26, 2024	GATES GREG	SALE	267.87	707	189.38K	19.08K
Feb 26, 2024	ENYEDI MATTHEW	SALE	263.00	2.4K	631.2K	10.5K
Feb 26, 2024	SETHI KABIR	SALE	267.90	242	64.83K	10.25K
Feb 26, 2024	ARNOLD DAN H.	SALE	267.80	8.41K	2.25M	141.81K
Feb 23, 2024	ARNOLD DAN H.	SALE	266.43	1.82K	485.44K	133.17K
Feb 20, 2024	ARNOLD DAN H.	SALE	259.47	200	51.89K	137.04K
Feb 20, 2024	ENYEDI MATTHEW	SALE	256.94	1.38K	354.83K	8.63K
Feb 05, 2024	AUDETTE MATTHEW J	SALE	251.02	212	53.22K	12.64K
Nov 10, 2023	LARSEN SALLIE R.	SALE	226.57	13.49K	3.06M	25.2K
Nov 02, 2023	JAMBUSARIA ANERI	SALE	222.37	1.93K	429.17K	1.8K
Sep 20, 2023	ARNOLD DAN H.	SALE	250.03	353	88.26K	145.88K
Sep 19, 2023	ARNOLD DAN H.	SALE	250.00	175	43.75K	145.88K
Sep 13, 2023	STEINMEIER RICHARD	SALE	244.65	100	24.47K	16.91K
Aug 22, 2023	ENYEDI MATTHEW	SALE	230.86	3.27K	753.76K	9.98K
May 04, 2023	GLAVIN WILLIAM FRANCIS JR	PURCHASE	180.23	557	100.39K	2.78K
Feb 27, 2023	OROSCHAKOFF MICHELLE	SALE	246.99	1.4K	346.03K	23.85K
Feb 27, 2023	ARNOLD DAN H.	SALE	247.44	2.06K	509.73K	154.88K
Feb 27, 2023	LARSEN SALLIE R.	SALE	248.13	4.44K	1.1M	25.2K
Feb 27, 2023	AUDETTE MATTHEW J	SALE	247.01	2.01K	496.24K	12.64K
Feb 17, 2023	OROSCHAKOFF MICHELLE	SALE	250.33	2.87K	719.45K	23.33K
Feb 16, 2023	OROSCHAKOFF MICHELLE	SALE	248.19	7.99K	1.98M	33.11K
Feb 13, 2023	LARSEN SALLIE R.	SALE	242.33	5.81K	1.41M	24.56K
Feb 06, 2023	AUDETTE MATTHEW J	SALE	242.29	100	24.23K	12.67K
Nov 18, 2022	GLAVIN WILLIAM FRANCIS JR	PURCHASE	217.74	458	99.72K	2.22K
Nov 18, 2022	SIMONICH BRENT	PURCHASE	219.15	920	201.62K	6.04K
Nov 17, 2022	OROSCHAKOFF MICHELLE	SALE	213.80	5.21K	1.11M	41.1K
Oct 31, 2022	AUDETTE MATTHEW J	SALE	260.28	1.2K	312.34K	12.67K
Oct 05, 2022	ARNOLD DAN H.	SALE	240.27	20K	4.81M	157.82K
Aug 17, 2022	ARNOLD DAN H.	SALE	231.77	2.53K	586.61K	162.71K
Aug 17, 2022	OROSCHAKOFF MICHELLE	SALE	231.90	345	80.01K	38.63K
Aug 15, 2022	ARNOLD DAN H.	SALE	226.94	1.13K	256.67K	162.61K
Aug 04, 2022	STEINMEIER RICHARD	SALE	216.64	7.36K	1.59M	24.08K
Jul 29, 2022	ARNOLD DAN H.	SALE	210.33	39.02K	8.21M	162.61K
May 26, 2022	ARNOLD DAN H.	SALE	195.70	1.34K	261.46K	162.61K
May 16, 2022	OROSCHAKOFF MICHELLE	SALE	174.89	15	2.62K	42.07K
Mar 14, 2022	ENYEDI MATTHEW	SALE	159.25	1.9K	302.58K	5.65K
Mar 08, 2022	GLAVIN WILLIAM FRANCIS JR	PURCHASE	142.02	260	36.93K	1.76K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES6859

NET SHARES-6859

SHARES HELD124.63K9

% NET SHARES-100.55%0%

LPLA Stock Ownership Breakdown

LPL Financial

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions