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Security

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Equity holders as of 2026 Q1 (each manager’s latest book)

21 owners 2 new 5 exits max 6.1% (Terry Smith - Fundsmith LLP)

grid → activity →
owners 21
rank #136
master % 0.07%
max % 6.1%
tracked value $26.7B
qoq N 2 A 9 R 8 E 5

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Terry Smith - Fundsmith LLP 2026 Q1 6.1% Reduce -0.17 pp 3,855,105 $783M hist
Francois Rochon - Giverny Capital Inc. 2026 Q1 3.1% New 3.1% 419,090 $85M hist
David Katz - Matrix Asset Advisors INC/NY 2026 Q2 stale 1.0% Add +0.77 pp 56,001 $12.5B hist
First Eagle Investment Management, LLC 2026 Q1 0.8% — 2,849,784 $579M hist
Jensen Investment Management Inc. 2026 Q1 0.4% Reduce -2.14 pp 104,897 $21M hist
Mairs & Power Inc. 2026 Q1 0.3% Add -0.02 pp 124,436 $25M hist
Renaissance Technologies LLC 2026 Q1 0.2% Add +0.18 pp 646,820 $131M hist
Vanguard Group Inc. 2025 Q4 stale 0.2% Reduce -0.03 pp 41,579,918 $10.7B hist
Kentucky Trust Co. 2026 Q2 stale 0.1% Add 0.00 pp 1,322 $296M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Add +0.13 pp 1,185,559 $241M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Add +0.09 pp 472,704 $96M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add +0.01 pp 165,674 $34M hist
Natixis Advisors, LLC 2026 Q1 0.1% Reduce -0.04 pp 301,108 $61M hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.08 pp 2,805,809 $722M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add +0.02 pp 772,333 $157M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Reduce -0.03 pp 689,547 $140M hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 10,372 $2M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.03 pp 382,665 $78M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% New 0.0% 56,707 $12M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add 0.00 pp 12,020 $2M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 2,788 $566 hist
Ray Dalio - Bridgewater Associates, LP exited 2026 Q1 last 2025 Q4 0.1% Exit -0.05 pp 52,121 $13M hist
Polen Capital Management LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 1,976 $508 hist
Two Sigma Investments, LP exited 2025 Q4 last 2025 Q3 0.0% Exit 0.00 pp 900 $264 hist
Murray Stahl - Horizon Kinetics Asset Management LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 904 $233 hist
Bill Nygren / Oakmark - Harris Associates L P exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 805 $207 hist

21 current · 5 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $18.01B $19.2B $20.56B
Gross profit * $8.06B $8.73B $9.46B
Gross margin * 44.7% 45.4% 46.0%
Net income $3.41B $3.75B $4.08B
Net margin * 18.9% 19.5% 19.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $42.17B $45.54B $43.25B
Total non-current assets * $8.8B $8.82B $10.12B
Total assets $50.97B $54.36B $53.37B
Total current liabilities $42.77B $45.08B $41.28B
Total non-current liabilities * $4.69B $4.74B $5.9B
Total equity $3.51B $4.55B $6.19B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $4.21B $4.16B $4.94B
Cash from investing -$2.52B -$1.39B -$3.04B
Cash from financing -$15.68B -$1.43B -$6.97B
Net change in cash -$14.01B $1.31B -$5.03B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders