Shareholder Breakdown Definition

Identifies institutional, mutual fund, and insider ownership according to most recent, publicly available data.

Value ($MM) The sum of holder positions. Value is calculated for each institution and mutual fund by multiplying (closing stock price at the position date) * (share position).

%O/S (percent of outstanding shares held) Is calculated by dividing total shares held by most recently reported total shares outstanding. May exceed 100% due to the nature and timing of public filings.Mutual Funds Value, %O/S, and shares held are also included in the Institutional numbers. Mutual Funds are listed on a separate line in order to distinguish mutual fund ownership from overall institutional positions.
Insider Filings Direct beneficial ownership from most recently filed Forms 3, 4, and 5.