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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 11,288.54 | 73.03 | 0.65% |
| NASDAQ | 2,245.38 | -6.08 | -0.27% |
| S&P 500 | 1,262.90 | 1.38 | 0.11% |
| Large Block Holder Type | Number | ||
|---|---|---|---|
| Institutions | 218 |
Total Number of Shares Held
182.58 M
% of Shares Owned by all Large Block Holders
100.00%
|
|
| Mutual Fund | 388 | ||
| Other Major | 9 | ||
| Total Number of Large Block Holders | 615 | ||
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| Fidelity Management & Research | 12.28 M | 130.96 M | 0.02% | 6.73% | Low |
| Acadian Asset Management, Inc. | 7.63 M | 81.69 M | 0.35% | 4.18% | Medium |
| Vanguard Group, Inc. | 6.7 M | 71.73 M | 0.01% | 3.67% | Low |
| Barclays Global Investors, N.A. | 4.77 M | 51.08 M | 0.01% | 2.61% | Low |
| J.P. Morgan Investment Management Inc. (New York) | 4.52 M | 48.31 M | 0.04% | 2.47% | Low |
| American Century Investment Mgmt. | 3.96 M | 42.34 M | 0.07% | 2.17% | Medium |
| AllianceBernstein L.P. | 3.42 M | 36.61 M | 0.01% | 1.87% | Low |
| Morgan Stanley & Co. Inc. | 3 M | 32.09 M | 0.03% | 1.64% | Medium |
| State Street Global Advisors (US) | 2.76 M | 29.51 M | 0.01% | 1.51% | Low |
| Highbridge Capital Management, LLC | 2.52 M | 27.01 M | 0.28% | 1.38% | High |
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| Fidelity Leveraged Company Stock Fund | 12.6 M | 96.26 M | 1.48% | 6.90% | Low |
| Fidelity Advisor Leveraged Company Stock Fund | 6.84 M | 80.06 M | 1.91% | 3.74% | Low |
| Vanguard Strategic Equity Fund | 2.76 M | 29.49 M | 0.53% | 1.51% | Medium |
| Fidelity Advisor High Income Advantage Fund | 3.7 M | 28.27 M | 5.32% | 2.03% | Low |
| American Century Income & Growth Fund | 1.51 M | 16.14 M | 0.51% | 0.83% | Medium |
| DWS Growth & Income Fund | 1.44 M | 15.36 M | 0.48% | 0.79% | High |
| Oppenheimer Main Street Small Cap Fund | 1.27 M | 13.61 M | 0.27% | 0.70% | High |
| Fidelity Select Technology Portfolio | 1.24 M | 11.80 M | 0.71% | 0.68% | High |
| Vanguard Small-Cap Index Fund | 1.04 M | 11.16 M | 0.08% | 0.57% | Low |
| JPMorgan Funds - US Dynamic Fund | 1.03 M | 8.77 M | 0.22% | 0.56% | Medium |
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| Kim (James J) | 73.55 M | 861.26 M | — | 40.28% | Low |
| Zug (James W) | 31,767 | 371,992.00 | — | 0.02% | Low |
| Churchill (Winston J Jr) | 36,200 | 365,982.00 | — | 0.02% | Low |
| Joyce (Kenneth T) | 21,279 | 249,177.00 | — | 0.01% | Low |
| Carolin (Roger A) | 10,000 | 117,100.00 | — | 0.01% | Low |
| Kim (Kyu-Hyun) | 7,946 | 93,048.00 | — | 0.00% | Low |
| Osborne (John F) | 3,000 | 35,130.00 | — | 0.00% | High |
| Solomon (Joanne) | 2,753 | 32,238.00 | — | 0.00% | — |
| Fusaro (James M) | 1,349 | 15,797.00 | — | 0.00% | High |
| — | — | — | — | —% | — |
