Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

No data for this ratio group yet

Not enough fundamentals data to compute this ratio group yet.

value · industry median · verdict relative to median

Institutional owners (13F) 28 filers · $509.4M total · As of June 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 28
Value held $509.4M
New positions 4
Exited positions 2
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
4 (-3 vs prior Q) 2 (-1 vs prior Q) 5 (+3 vs prior Q) 7 (+4 vs prior Q) -762K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
BROWN BROTHERS HARRIMAN & CO $473,054,809 27,187,058 92.87% Shares
Beacon Pointe Advisors, LLC $11,430,843 656,945 2.24% Shares
Litman Gregory Wealth Management LLC $11,421,930 708,552 2.24% Shares
Waverly Advisors, LLC $5,101,127 293,168 1.00% Shares
Black Diamond Financial, LLC $1,175,336 67,548 0.23% Shares
Wealthspire Advisors, LLC $814,599 46,816 0.16% Shares
HighTower Advisors, LLC $668,438 38,416 0.13% Shares
ROYAL BANK OF CANADA $640,000 36,753 0.13% Shares
Rockefeller Capital Management L.P. $635,570 36,527 0.12% Shares
ASPIRIANT, LLC $614,795 35,333 0.12% Shares
SPINNAKER TRUST $587,180 33,746 0.12% Shares
BANK OF AMERICA CORP /DE/ $470,270 27,027 0.09% Shares
GoalVest Advisory LLC $388,211 22,311 0.08% Shares
WELLS FARGO & COMPANY/MN $370,063 21,268 0.07% Shares
SIMON QUICK ADVISORS, LLC $317,446 18,244 0.06% Shares
Kathmere Capital Management, LLC $306,397 17,609 0.06% Shares
SUMMIT WEALTH GROUP LLC / CO $289,814 16,656 0.06% Shares
DIVERSIFIED TRUST CO $281,166 16,159 0.06% Shares
ASSETMARK, INC $191,417 11,001 0.04% Shares
WOODMONT INVESTMENT COUNSEL LLC $190,791 10,965 0.04% Shares
Blue Trust, Inc. $174,574 10,033 0.03% Shares
FIFTH THIRD BANCORP $105,009 6,035 0.02% Shares
JPMORGAN CHASE & CO $78,022 4,534 0.02% Shares
FMR LLC $14,024 806 0.00% Shares
UBS Group AG $10,788 620 0.00% Shares
Park Place Capital Corp $10,666 613 0.00% Shares
OSAIC HOLDINGS, INC. $7,639 439 0.00% Shares
Key Financial Inc $2,819 162 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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