Market Cap
$23.7B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 14, 2026 | JP Morgan | UPGRADE | Overweight | 55% |
| Aug 7, 2026 | Seaport Global | DOWNGRADE | Neutral | 51% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 11 | 10 | 1 | 0 | 59% | |
| Aug 1, 2026 | 5 | 10 | 11 | 1 | 0 | 56% | |
| Jul 1, 2026 | 5 | 9 | 11 | 1 | 0 | 54% | |
| Jun 1, 2026 | 4 | 10 | 13 | 1 | 0 | 50% | |
| May 1, 2026 | 4 | 10 | 13 | 1 | 0 | 50% | |
| Apr 1, 2026 | 4 | 10 | 13 | 1 | 0 | 50% | |
| Mar 1, 2026 | 4 | 10 | 13 | 1 | 0 | 50% | |
| Feb 1, 2026 | 5 | 10 | 13 | 0 | 0 | 54% |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| STATE STREET CORP | 12,828,063 | $600.9M | 11.1% | — |
| BlackRock, Inc. | 12,717,346 | $595.7M | 11.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 8,529,559 | $399.5M | 7.4% | — |
| STATE OF WISCONSIN INVESTMENT BOARD | 7,982,174 | $373.9M | 6.9% | — |
| GOLDMAN SACHS GROUP INC | 7,334,015 | $343.5M | 6.4% | — |
| DODGE & COX | 7,266,093 | $340.3M | 6.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,417,637 | $300.6M | 5.6% | — |
| YACKTMAN ASSET MANAGEMENT LP | 5,649,828 | $264.6M | 4.9% | — |
| Independent Franchise Partners LLP | 5,482,675 | $256.8M | 4.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,778,059 | $176.3M | 3.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 2,190,825 | — | $102.6M |
| CITADEL ADVISORS LLC | DOUBLED | 295,208 | 1,422,514 | +381.9% | $66.6M |
| BARCLAYS PLC | TRIM | 1,399,211 | 970,841 | -30.6% | $45.5M |
| MARSHALL WACE, LLP | DOUBLED | 19,900 | 933,541 | +4591.2% | $43.7M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 103,590 | 917,038 | +785.3% | $43.0M |
| ExodusPoint Capital Management, LP | ADD | 329,653 | 613,489 | +86.1% | $28.7M |
| BNP Paribas Asset Management Holding S.A. | TRIM | 742,242 | 549,416 | -26.0% | $25.7M |
| Assenagon Asset Management S.A. | DOUBLED | 83,973 | 423,982 | +404.9% | $19.9M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 676,933 | 394,898 | -41.7% | $18.5M |
| CAPSTONE INVESTMENT ADVISORS, LLC | ADD | 200,000 | 299,700 | +49.9% | $14.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 23, 2026 | Ciongoli Adam G. | Chief Legal and Policy Officer | AWARD | 83 | — | — |
| Sep 23, 2026 | NALLEN JOHN | President, COO | AWARD | 180 | — | — |
| Sep 23, 2026 | CAREY CHASE | Director | AWARD | 119 | $63.96 | $7.6K |
| Sep 23, 2026 | Tomsic Steven | Chief Financial Officer | AWARD | 67 | — | — |
| Sep 23, 2026 | Tomsic Steven | Chief Financial Officer | AWARD | 83 | — | — |
| Sep 23, 2026 | Tomsic Steven | Chief Financial Officer | AWARD | 156 | — | — |
| Sep 23, 2026 | NALLEN JOHN | President, COO | AWARD | 113 | — | — |
| Sep 23, 2026 | MURDOCH LACHLAN K | Executive Chair, CEO | AWARD | 249 | — | — |
| Sep 23, 2026 | Ryan Paul D | Director | AWARD | 119 | $63.96 | $7.6K |
| Sep 23, 2026 | HERNANDEZ ROLAND A | Director | AWARD | 119 | $63.96 | $7.6K |