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The Kentucky Derby is just the beginning… | Churchill Downs Incorporated The Kentucky Derby is just the beginning… | Churchill Downs Incorporated Investor Relations
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Ownership Profile

  • Historic Stock Lookup
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  • Ownership Profile

Ownership Profile

Shareholder Breakdown

Shareholder Holders Value ($MM) % O/S Shares
Institution 576 5,347.34 84.82 59,114,193
Mutual Fund 463 1,788.81 28.20 19,650,992
Insider 12 392.85 5.98 4,168,913

Institutional Shareholder Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 312 1,192.54 18.91 13,178,085
Sellers 299 -1,339.23 20.29 -14,140,711
Net -146.69 1.38 -962,626

Institutional Shareholder Concentration

Concentration Value ($MM) % O/S Shares
Total Inst. 5,740.18 90.80 63,283,106
Top 10 Inst. 2,104.76 33.39 23,272,550
Top 20 Inst. 2,993.86 47.29 32,957,975
Top 50 Inst. 4,300.26 67.91 47,328,163

Institutional Shareholder Style

Style Holders Value ($MM) % Inst Shares Shares
Growth 105 666.08 10.50 7,316,001
Aggressive Growth 3 11.58 0.18 127,799
Core Growth 72 375.48 5.86 4,082,463
Growth 30 279.02 4.46 3,105,739
Income 15 43.59 0.70 485,781
Income Value 7 36.80 0.59 410,093
Yield 8 6.79 0.11 75,688
Index 48 1,659.41 26.50 18,472,988
Other 171 1,985.43 31.56 21,999,773
Broker Dealer 32 198.57 3.17 2,209,951
GARP 53 711.91 11.24 7,836,123
Hedge Fund 79 1,016.35 16.22 11,302,080
Specialty 4 27.39 0.44 304,867
VC Private Equity 1 0.39 0.01 4,320
Sector Specific 2 30.82 0.49 342,432
Value 53 813.36 12.69 8,845,921
Core Value 40 552.89 8.53 5,943,801
Deep Value 13 260.47 4.16 2,902,120

Top Holders: Institutional Investor

Holder Shares Held % O/S Share Change Filing Date
BlackRock Institutional Trust Company, N.A. 5,880,644 8.44 212,796 3/31/26
Vanguard Portfolio Management, LLC 2,956,541 4.24 2,956,541 3/31/26
Vanguard Capital Management, LLC 2,745,673 3.94 54,727 3/31/26
The London Company of Virginia, LLC 2,593,821 3.72 -26,902 3/31/26
State Street Investment Management (US) 2,002,084 2.87 45,789 3/31/26
Carstanjen (William C) 1,685,609 2.42 -- 3/2/26
Geode Capital Management, L.L.C. 1,410,090 2.02 82,435 3/31/26
Arrowstreet Capital, Limited Partnership 1,376,690 1.98 -7,399 3/31/26
Fidelity Management & Research Company LLC 1,349,959 1.94 -43,738 3/31/26
Harrington (Daniel P) 1,271,439 1.82 2,257 4/21/26
Citadel Advisors LLC 1,271,328 1.82 329,161 3/31/26
Boston Partners 1,137,332 1.63 -98,321 3/31/26
Jennison Associates LLC 1,134,718 1.63 -98,777 3/31/26
William Blair Investment Management, LLC 1,093,389 1.57 -52,024 3/31/26
Capital International Investors 981,809 1.41 -2,117,628 3/31/26
Hudson Way Capital Management, LLC 870,362 1.25 -167,460 3/31/26
Schroder Investment Management North America Inc. 836,956 1.20 143,393 3/31/26
AQR Capital Management, LLC 819,843 1.18 514,065 3/31/26
Norges Bank Investment Management (NBIM) 795,647 1.14 360,645 12/31/25
ClearBridge Investments, LLC 744,041 1.07 133,576 3/31/26
Mudd (William E) 732,067 1.05 389 3/2/26
Columbia Threadneedle Investments (US) 722,259 1.04 -74,052 3/31/26
ArrowMark Colorado Holdings, LLC 715,841 1.03 62,982 3/31/26
Columbia Wanger Asset Management, LLC 694,325 1.00 31,116 6/30/25
Charles Schwab Investment Management, Inc. 669,318 0.96 44,044 3/31/26
GW&K Investment Management, LLC 668,398 0.96 -13,798 3/31/26
Balyasny Asset Management LP 609,844 0.88 -410,549 3/31/26
Thrivent Asset Management, LLC 582,075 0.84 184,154 3/31/26
Junto Capital Management LP 575,499 0.83 575,499 3/31/26
Dimensional Fund Advisors, L.P. 555,825 0.80 -8,688 3/31/26
Alua Capital Management LP 539,890 0.77 -175,690 3/31/26
Janus Henderson Investors 535,309 0.77 -88,273 3/31/26
Apollo Capital Management, L.P. 476,982 0.68 476,982 3/31/26
Northern Trust Investments, Inc. 450,950 0.65 15,330 3/31/26
Millennium Management LLC 442,845 0.64 331,840 3/31/26
Sapient Capital LLC 418,966 0.60 358,845 6/30/26
Vanguard Fiduciary Trust Co 414,337 0.59 414,337 3/31/26
Vestor Capital Partners, LLC 398,177 0.57 398,177 3/31/26
T. Rowe Price Associates, Inc. 387,105 0.56 62,295 3/31/26
Gabelli Funds, LLC 377,656 0.54 16,486 3/31/26
Ostrum Asset Management 370,747 0.53 -88,195 3/31/26
Baird Investment Management 369,740 0.53 5,830 3/31/25
Envestnet Asset Management, Inc. 365,142 0.52 50,197 3/31/26
Edward Jones 360,451 0.52 357,518 3/31/26
Fidelity Institutional Asset Management 358,500 0.51 33,100 3/31/26
CenterSquare Investment Management LLC. 337,182 0.48 337,182 3/31/26
Jane Street Capital, L.L.C. 326,573 0.47 256,809 3/31/26
Loomis, Sayles & Company, L.P. 322,396 0.46 -4,606 3/31/26
Kettle Hill Capital Management, LLC 296,633 0.43 296,633 3/31/26
Stock Yards Bank and Trust Company 295,156 0.42 -1,215 3/31/26

* Insider values reflect direct beneficial ownership.

Source: LSEG

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The Kentucky Derby is just the beginning… | Churchill Downs Incorporated

INVESTOR SERVICES

Sam Ullrich
Vice President, Investor Relations
Phone: (502) 638-3906
E-mail: sam.ullrich@kyderby.com
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