Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-06-30 | 9.5411 | 4.7022 | 1415932804 | 15141995 | 1.081 |
| BlackRock Inc | 2025-06-30 | 7.7413 | 4.487 | 1148838990 | 8636120 | 0.7574 |
| State Street Corp | 2025-06-30 | 4.0514 | 4.6235 | 601249995 | 5224229 | 0.8765 |
| Geode Capital Management, LLC | 2025-06-30 | 2.3904 | 5.0822 | 354749794 | 4942638 | 1.413 |
| FMR Inc | 2025-06-30 | 2.0671 | 3.5492 | 306758594 | -21341586 | -6.5046 |
| Berkshire Hathaway Inc | 2025-06-30 | 1.8867 | 22.3079 | 280000000 | -20000000 | -6.6667 |
| Morgan Stanley - Brokerage Accounts | 2025-06-30 | 1.5714 | 3.1168 | 233198646 | -8023154 | -3.326 |
| JPMorgan Chase & Co | 2025-06-30 | 1.4461 | 2.8793 | 214606399 | 15860801 | 7.9805 |
| T. Rowe Price Associates, Inc. | 2025-06-30 | 1.366 | 4.7116 | 202720404 | -11982651 | -5.581 |
| NORGES BANK | 2025-06-30 | 1.279 | 4.8608 | 189804820 | 2644658 | 1.413 |
| Northern Trust Corp | 2025-06-30 | 1.1204 | 4.6913 | 166268524 | -2166240 | -1.2861 |
| UBS Asset Mgmt Americas Inc | 2025-06-30 | 0.8105 | 4.9955 | 120280483 | 106910669 | 799.6422 |
| Bank of America Corp | 2025-06-30 | 0.7874 | 1.7543 | 116858984 | -5096245 | -4.1788 |
| Legal & General Group PLC | 2025-06-30 | 0.7254 | 5.4825 | 107653328 | -5006877 | -4.4442 |
| Charles Schwab Investment Management Inc | 2025-06-30 | 0.675 | 3.555 | 100179593 | 2455485 | 2.5127 |
| Bank of New York Mellon Corp | 2025-06-30 | 0.662 | 3.8081 | 98240823 | -7731976 | -7.2962 |
| Goldman Sachs Group Inc | 2025-06-30 | 0.6127 | 2.5343 | 90922060 | 1714251 | 1.9216 |
| Wellington Management Company LLP | 2025-06-30 | 0.5151 | 2.8468 | 76449371 | -6005675 | -7.2836 |
| Nuveen, LLC | 2025-06-30 | 0.5108 | 4.2981 | 75800305 | -2858508 | -3.6341 |
| Amvescap Plc. | 2025-06-30 | 0.4778 | 2.474 | 70901121 | 4029821 | 6.0262 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2025-07-31 | 3.1626 | 5.0962 | 469335902 | -10856137 | -2.2608 |
| Vanguard 500 Index Investor | 2025-07-31 | 2.4913 | 5.7679 | 369718204 | -54160372 | -12.7773 |
| Fidelity 500 Index | 2025-07-31 | 1.2758 | 5.7617 | 189326715 | 81294 | 0.043 |
| SPDR® S&P 500® ETF | 2025-08-31 | 1.2155 | 6.3214 | 180385996 | 2219316 | 1.2456 |
| iShares Core S&P 500 ETF | 2025-08-31 | 1.2111 | 6.3176 | 179727542 | 0 | 0 |
| Vanguard Growth Index Investor | 2025-07-31 | 0.9992 | 9.4894 | 148279689 | 548531 | 0.3713 |
| Invesco QQQ Trust | 2025-08-29 | 0.8432 | 7.946 | 125128328 | 868462 | 0.6989 |
| Vanguard Institutional Index I | 2025-07-31 | 0.6084 | 5.7687 | 90290182 | -1005919 | -1.1018 |
| State St S&P 500® Indx SL Cl III | 2025-08-31 | 0.5372 | 6.2824 | 79724120 | -122696 | -0.1537 |
| Vanguard Information Technology ETF | 2025-07-31 | 0.477 | 12.7147 | 70788489 | 720333 | 1.028 |
| Vanguard Institutional 500 Index Trust | 2025-07-31 | 0.3843 | 5.7637 | 57029025 | 57029025 | 0 |
| Blackrock Eq Idx Fund CF | 2025-06-30 | 0.3804 | 5.8113 | 56451697 | 221865 | 0.3946 |
| iShares Russell 1000 Growth ETF | 2025-08-31 | 0.3739 | 11.0616 | 55486808 | 0 | 0 |
| The Technology Select Sector SPDR® ETF | 2025-08-31 | 0.3119 | 12.7883 | 46283058 | 21711 | 0.0469 |
| Blackrock Russ 1000 Eq Idx Composite | 2025-06-30 | 0.311 | 5.2825 | 46157774 | -2214659 | -4.5783 |
| Russell 1000 Index Fund | 2025-08-31 | 0.3067 | 5.7089 | 45520322 | -499363 | -1.0851 |
| iShares Core S&P 500 ETF USD Acc | 2025-08-31 | 0.2372 | 6.3174 | 35202076 | 0 | 0 |
| Schwab® S&P 500 Index | 2025-07-31 | 0.2244 | 5.7314 | 33306864 | -24851 | -0.0746 |
| Fidelity Growth Compy Commingled Pl S | 2025-07-31 | 0.2126 | 6.7488 | 31546565 | -448237 | -1.401 |
| Fidelity Blue Chip Growth | 2025-07-31 | 0.1991 | 7.6887 | 29548023 | 0 | 0 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Katherine L Adams | 2025-10-02 | Sell | 47125 | 256.79 |
| Timothy D Cook | 2025-10-02 | Sell | 129963 | 256.81 |
| Deirdre O'brien | 2025-10-02 | Sell | 43013 | 257.39 |
| Adam B. Schiff | 2025-09-22 | Sell | 256.08 | |
| Shelley Moore Capito | 2025-09-18 | Sell | 237.88 | |
| Cleo Fields | 2025-09-10 | Purchase | 226.79 | |
| Sheldon Whitehouse | 2025-09-04 | Sell | 239.78 | |
| Cleo Fields | 2025-09-03 | Purchase | 238.47 | |
| Cleo Fields | 2025-08-14 | Purchase | 232.78 | |
| Adam Smith | 2025-08-08 | Sell | 229.35 | |
| Deirdre O'brien | 2025-08-08 | Sell | 34821 | 223.2 |
| Ro Khanna | 2025-08-04 | Purchase | 203.35 | |
| Cleo Fields | 2025-08-01 | Purchase | 202.38 | |
| Cleo Fields | 2025-07-29 | Purchase | 211.27 | |
| Ro Khanna | 2025-07-25 | Purchase | 213.88 | |
| Lisa C. McClain | 2025-07-22 | Sell | 214.4 | |
| Shelley Moore Capito | 2025-07-18 | Sell | 211.18 | |
| Ritchie Torres | 2025-07-11 | Sell | 211.16 | |
| Ro Khanna | 2025-07-02 | Sell | 212.44 | |
| Ro Khanna | 2025-07-01 | Purchase | 207.82 |