Top Institutional Holders
Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
Vanguard Group Inc | 2024-12-31 | 9.2916 | 6.0881 | 1395785512 | 49168843 | 3.6513 |
BlackRock Inc | 2024-12-31 | 7.4784 | 5.6926 | 1123417607 | 29799433 | 2.7248 |
State Street Corp | 2024-12-31 | 3.9642 | 5.8835 | 595501507 | 11491223 | 1.9676 |
FMR Inc | 2024-12-31 | 2.2743 | 5.1058 | 341640974 | -22218388 | -6.1063 |
Geode Capital Management, LLC | 2024-12-31 | 2.2644 | 6.5862 | 340164913 | 6307413 | 1.8893 |
Berkshire Hathaway Inc | 2024-12-31 | 1.9971 | 28.1186 | 300000000 | 0 | 0 |
Morgan Stanley - Brokerage Accounts | 2024-12-31 | 1.5861 | 4.1798 | 238264141 | 6803216 | 2.9393 |
T. Rowe Price Associates, Inc. | 2024-12-31 | 1.4652 | 6.3541 | 220107535 | -15473834 | -6.5684 |
NORGES BANK | 2024-12-31 | 1.2459 | 6.1503 | 187160162 | 9625708 | 5.4219 |
JPMorgan Chase & Co | 2024-12-31 | 1.2183 | 3.4125 | 183008151 | -175107584 | -48.8969 |
Northern Trust Corp | 2024-12-31 | 1.1409 | 6.077 | 171385531 | 20079472 | 13.2708 |
Bank of America Corp | 2024-12-31 | 0.7907 | 2.4954 | 118785350 | -5559335 | -4.4709 |
Legal & General Group PLC | 2024-12-31 | 0.7378 | 7.3435 | 110828969 | -3593060 | -3.1402 |
Bank of New York Mellon Corp | 2024-12-31 | 0.727 | 5.0513 | 109215164 | -457574 | -0.4172 |
UBS Asset Mgmt Americas Inc | 2024-12-31 | 0.697 | 6.1148 | 104706358 | 13137968 | 14.3477 |
Charles Schwab Investment Management Inc | 2024-12-31 | 0.653 | 4.5288 | 98099411 | 3156680 | 3.3248 |
International Assets Investment Management, LLC | 2024-09-30 | 0.6281 | 1.602 | 94347510 | 93886664 | 20372.6763 |
Goldman Sachs Group Inc | 2024-12-31 | 0.6062 | 3.5944 | 91057452 | 4542715 | 5.2508 |
Wellington Management Company LLP | 2024-12-31 | 0.5941 | 4.092 | 89249664 | -7144852 | -7.4121 |
Nuveen Asset Management, LLC | 2024-12-31 | 0.5338 | 5.6707 | 80181514 | -2363405 | -2.8632 |
Top Mutual Fund Holders
Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
Vanguard Total Stock Mkt Idx Inv | 2025-02-28 | 3.1738 | 6.3782 | 476771922 | 1619197 | 0.3408 |
Vanguard Institutional 500 Index Trust | 2025-02-28 | 2.7907 | 7.2474 | 419214203 | 2842380 | 0.6827 |
Fidelity 500 Index | 2025-01-31 | 1.2546 | 6.9634 | 188473260 | 831641 | 0.4432 |
SPDR® S&P 500® ETF Trust | 2025-02-28 | 1.2439 | 7.2364 | 186864109 | -1353171 | -0.7189 |
iShares Core S&P 500 ETF | 2025-02-28 | 1.1819 | 7.2283 | 177551321 | -8922 | -0.005 |
Vanguard Growth Index Investor | 2025-02-28 | 1.0189 | 13.0936 | 153056589 | 115269 | 0.0754 |
Invesco QQQ Trust | 2025-02-28 | 0.8459 | 9.4989 | 127075292 | -9977 | -0.0079 |
Vanguard Institutional Index I | 2025-02-28 | 0.6239 | 7.2401 | 93719345 | -1107839 | -1.1683 |
State St S&P 500® Indx SL Cl III | 2025-02-28 | 0.4866 | 7.1917 | 73103066 | 54500 | 0.0746 |
Vanguard Information Technology ETF | 2025-02-28 | 0.4803 | 17.8966 | 72151875 | 475722 | 0.6637 |
Blackrock Eq Idx Fund CF | 2024-12-31 | 0.3779 | 7.5672 | 56769608 | -776204 | -1.3488 |
iShares Russell 1000 Growth ETF | 2025-02-28 | 0.3385 | 11.9624 | 50848704 | -39032 | -0.0767 |
The Technology Select Sector SPDR® ETF | 2025-02-28 | 0.2991 | 15.376 | 44937120 | -301770 | -0.6671 |
Russell 1000 Index Fund | 2025-02-28 | 0.2975 | 6.3127 | 44695582 | 677685 | 1.5396 |
Blackrock Russ 1000 Eq Idx Composite | 2024-12-31 | 0.2953 | 6.6477 | 44365348 | -799009 | -1.7691 |
Fidelity Growth Compy Commingled Pl S | 2025-01-31 | 0.2345 | 8.715 | 35221155 | -150000 | -0.4241 |
iShares Core S&P 500 ETF USD Acc | 2025-02-28 | 0.2276 | 7.2305 | 34192461 | -14567 | -0.0426 |
Schwab® S&P 500 Index | 2025-02-28 | 0.2222 | 7.1998 | 33384691 | 126448 | 0.3802 |
Fidelity Blue Chip Growth | 2025-01-31 | 0.2163 | 10.105 | 32493145 | -282800 | -0.8628 |
NT S&P 500 Index Fund - NL | 2024-12-31 | 0.1885 | 7.5639 | 28311866 | -1198702 | -4.0619 |
Insiders Transactions
Holder | Date | Sell/Purchase | Transaction Amount | Price |
Marjorie Taylor Greene | 2025-03-17 | Purchase | 0 | 214 |
Josh Gottheimer | 2025-02-24 | Sell | 0 | 247.1 |
Josh Gottheimer | 2025-02-21 | Sell | 0 | 245.55 |
Marjorie Taylor Greene | 2025-02-12 | Purchase | 0 | 236.87 |
Shelley Moore Capito | 2025-02-05 | Sell | 0 | 232.47 |
Josh Gottheimer | 2025-02-03 | Sell | 0 | 228.01 |
Shelley Moore Capito | 2025-01-17 | Sell | 0 | 229.98 |
Tommy Tuberville | 2025-01-10 | Sell | 0 | 236.85 |
James Comer | 2025-01-02 | Purchase | 0 | 243.85 |
Nancy Pelosi | 2024-12-31 | Sell | 0 | 250.42 |
Josh Gottheimer | 2024-12-19 | Purchase | 0 | 249.79 |
Sheldon Whitehouse | 2024-12-19 | Sell | 0 | 249.79 |
Jeffrey E Williams | 2024-12-16 | Sell | 100000 | 249.97 |
Chris Kondo | 2024-11-18 | Sell | 4130 | 228.87 |
Marjorie Taylor Greene | 2024-11-01 | Purchase | 0 | 222.91 |
Tommy Tuberville | 2024-10-29 | Sell | 0 | 233.67 |
Laurel M. Lee | 2024-10-07 | Purchase | 0 | 221.69 |
Thomas R. Suozzi | 2024-10-07 | Sell | 0 | 221.69 |
Luca Maestri | 2024-10-04 | Sell | 59305 | 226.52 |
Timothy D Cook | 2024-10-02 | Sell | 223986 | 224.46 |