• RESEARCH IN MOTION LTD Ownership Breakdown

  • Ownership Breakdown: RIMM

    as of 7/23/08
    Large Block Holder Type Number  
    Institutions 772
     
    Total Number of Shares Held
    564.66 M
    % of Shares Owned by all Large Block Holders
    100.00%
    Mutual Fund 1,760
    Other Major 9
    Total Number of Large Block Holders 2,541
  • Top 10 Institutional Holders: RIMM

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Fidelity Management & Research 33.17 M 3.72 B 0.54% 5.87% Low
    TD Securities, Inc. 26.85 M 3.01 B 11.69% 4.76% Low
    Janus Capital Management LLC 21.09 M 2.37 B 2.57% 3.73% Low
    AllianceBernstein L.P. 19.47 M 2.19 B 0.62% 3.45% Low
    Gilder, Gagnon, Howe & Co. LLC 14.81 M 1.66 B 18.09% 2.62% Low
    Jennison Associates LLC 9.89 M 1.11 B 1.87% 1.75% Low
    RBC Asset Management, Inc. 9.15 M 1.03 B 1.68% 1.62% Low
    Pyramis Global Advisors, LLC 8.67 M 973.47 M 1.71% 1.54% Low
    Wellington Management Company, LLP 8.01 M 899.17 M 0.29% 1.42% Low
    PRIMECAP Management Company 7.86 M 882.30 M 1.54% 1.39% Low

    Total % of Shares Owned by:

    Top 10 Holders
    28.15%
    Top 25 Holders
    42.32%
    Top 50 Holders
    54.98%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Mutual Fund Holders: RIMM

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Fidelity Contrafund 10.66 M 1.48 B 2.05% 1.89% Medium
    Janus Twenty Fund 8.63 M 1.05 B 8.90% 1.53% Low
    Fidelity Growth Company Fund 4.89 M 679.46 M 1.82% 0.87% Low
    Fidelity Magellan Fund 4.51 M 626.71 M 1.55% 0.80% Medium
    Vanguard Capital Opportunity Fund 5.09 M 571.69 M 6.76% 0.90% Low
    Calamos Growth Fund 4.2 M 510.85 M 3.56% 0.74% Medium
    iShares CDN S&P/TSX 60 Index Fund 4.11 M 465.98 M 4.92% 0.73% Low
    Janus Adviser Forty Fund 3.49 M 425.02 M 7.87% 0.62% Low
    Statens Pensjonsfond Utland 2.92 M 331.46 M 0.19% 0.52% Low
    Canada Pension Plan Investment Board 4 M 182.08 M 0.44% 0.71%

    Total % of Shares Owned by:

    Top 10 Holders
    9.30%
    Top 25 Holders
    14.24%
    Top 50 Holders
    18.62%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Other Holders: RIMM

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Lazaridis (Michael) 37.08 M 4.20 B 6.57% Medium
    Balsillie (James L) 34.46 M 3.91 B 6.10% High
    Toronto-Dominion Bank 26.46 M 3.00 B 4.69% Low
    BNP Paribas Arbitrage SA 477,061 53.54 M 0.08% High
    KBC Group NV 55,188 6.19 M 0.01% Medium
    Jess S. Morgan & Company, Inc 29,885 3.49 M 0.01% Low
    Richardson (John E) 7,500 499,975.00 0.00% Low
    Kerr (David) 6,000 399,980.00 0.00%
    Estill (James) 1,500 99,995.00 0.00% High
    —%

    Total % of Shares Owned by:

    Top 10 Holders
    17.46%
    Top 25 Holders
    17.46%
    Top 50 Holders
    17.46%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.