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New York Times

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$455M -$5.85M -191,379 -1%
BlackRock
2
BlackRock
New York
$396M -$4M -130,785 -0.9%
VH
3
ValueAct Holdings
California
$334M +$260M +8,519,741 +275%
JSP
4
Jackson Square Partners
California
$258M -$3.76M -122,958 -1%
DCP
5
Darsana Capital Partners
New York
$244M
SP
6
Stockbridge Partners
Massachusetts
$234M +$29.8M +973,526 +14%
FCM
7
Farallon Capital Management
California
$225M +$29M +947,269 +14%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$168M +$13.3M +433,580 +8%
SC
9
Sculptor Capital
New York
$137M -$5.43M -177,756 -4%
State Street
10
State Street
Massachusetts
$130M +$4.37M +143,001 +3%
ROIC
11
Route One Investment Company
California
$109M
Renaissance Technologies
12
Renaissance Technologies
New York
$92.4M -$8.57M -280,500 -8%
Capital World Investors
13
Capital World Investors
California
$86M -$9.57M -313,000 -9%
CCM
14
Cadian Capital Management
New York
$79M +$12.2M +400,000 +17%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$64.7M +$85K +2,781 +0.1%
Franklin Resources
16
Franklin Resources
California
$54.7M +$57M +1,864,404 +4,707%
Capital Research Global Investors
17
Capital Research Global Investors
California
$52.2M
SPC
18
Slate Path Capital
New York
$51.3M
Bank of New York Mellon
19
Bank of New York Mellon
New York
$48.8M -$9.58M -313,610 -16%
Charles Schwab
20
Charles Schwab
California
$48M +$2.52M +82,557 +5%
Goldman Sachs
21
Goldman Sachs
New York
$47.6M -$13.1M -428,847 -21%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$46.9M +$8.41M +275,285 +20%
GGHC
23
Gilder Gagnon Howe & Co
New York
$45.4M -$207K -6,758 -0.4%
SEI Investments
24
SEI Investments
Pennsylvania
$44.8M -$4.75M -155,314 -9%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$44.2M -$4.55M -148,745 -9%