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

Major Indices