Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 9.7151 | 5.6215 | 1426283914 | 26856752 | 1.9191 |
| BlackRock Inc | 2025-09-30 | 7.8082 | 5.1099 | 1146332274 | -2506716 | -0.2182 |
| State Street Corp | 2025-09-30 | 4.0699 | 5.2757 | 597501113 | -3748882 | -0.6235 |
| JPMorgan Chase & Co | 2025-09-30 | 3.2239 | 3.6104 | 473311062 | 258704663 | 120.5484 |
| Geode Capital Management, LLC | 2025-12-31 | 2.4387 | 5.988 | 358032517 | 1866103 | 0.5239 |
| FMR Inc | 2025-12-31 | 2.0938 | 4.261 | 307397264 | 4143183 | 1.3662 |
| Berkshire Hathaway Inc | 2025-09-30 | 1.6226 | 22.6892 | 238212764 | -41787236 | -14.924 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 1.5605 | 3.532 | 229103384 | -4095262 | -1.7561 |
| T. Rowe Price Associates, Inc. | 2025-09-30 | 1.4492 | 5.7958 | 212755053 | 10034649 | 4.95 |
| NORGES BANK | 2025-12-31 | 1.3095 | 5.5915 | 192255086 | 2450266 | 1.2909 |
| Northern Trust Corp | 2025-09-30 | 1.1216 | 5.3638 | 164666723 | -1601801 | -0.9634 |
| Bank of America Corp | 2025-09-30 | 0.838 | 2.1246 | 123024725 | 6165741 | 5.2762 |
| Legal & General Group PLC | 2025-12-31 | 0.7523 | 6.6593 | 110452467 | 1625 | 0.0015 |
| UBS Asset Mgmt Americas Inc | 2025-09-30 | 0.7171 | 5.8209 | 105276556 | -15003927 | -12.4741 |
| Charles Schwab Investment Management Inc | 2025-12-31 | 0.6797 | 4.2153 | 99788496 | -14170 | -0.0142 |
| The Goldman Sachs Group Inc | 2025-12-31 | 0.6755 | 3.3064 | 99164706 | 2580402 | 2.6717 |
| Bank of New York Mellon Corp | 2025-09-30 | 0.6642 | 4.4541 | 97510002 | -730821 | -0.7439 |
| Wellington Management Company LLP | 2025-12-31 | 0.5266 | 3.6828 | 77305231 | -6447943 | -7.6987 |
| Nuveen, LLC | 2025-12-31 | 0.5109 | 5.339 | 75000920 | 2725121 | 3.7704 |
| HSBC Holdings PLC | 2025-12-31 | 0.5031 | 5.3995 | 73865818 | 36327947 | 96.7768 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2026-02-28 | 3.1835 | 5.8908 | 467379840 | 1897446 | 0.4076 |
| Vanguard 500 Index Investor | 2026-02-28 | 2.5887 | 6.6272 | 380055431 | 3613011 | 0.9598 |
| iShares Core S&P 500 ETF | 2026-03-31 | 1.2854 | 6.6506 | 188713601 | -102720 | -0.0544 |
| Fidelity 500 Index | 2026-02-28 | 1.2809 | 6.6317 | 188047640 | 309995 | 0.1651 |
| State Street® SPDR® S&P 500® ETF | 2026-03-31 | 1.1596 | 6.645 | 170242437 | -418411 | -0.2452 |
| Vanguard Growth Index Investor | 2026-02-28 | 1.0596 | 12.2313 | 155558289 | 473264 | 0.3052 |
| Invesco QQQ Trust | 2026-03-31 | 0.7631 | 7.6236 | 112027518 | 43415 | 0.0388 |
| Vanguard Institutional Index I | 2026-02-28 | 0.5701 | 6.6224 | 83703116 | -638330 | -0.7568 |
| State St S&P 500® Indx SL Cl III | 2026-03-31 | 0.5338 | 6.5827 | 78369800 | -398700 | -0.5062 |
| Vanguard Information Technology ETF | 2026-02-28 | 0.5181 | 15.8372 | 76064266 | 3876441 | 5.3699 |
| Vanguard Institutional 500 Index Trust | 2026-02-28 | 0.452 | 6.6191 | 66356321 | 393110 | 0.596 |
| Equity Index Non-Lendable Fund B | 2025-12-31 | 0.3993 | 6.8743 | 58621452 | 58621452 | 0 |
| Equity Index Fund A | 2025-12-31 | 0.3993 | 6.8743 | 58621452 | -927683 | -1.5578 |
| Equity Index Fund E | 2025-12-31 | 0.3993 | 6.8743 | 58621452 | -927683 | -1.5578 |
| Blackrock Eq Idx Fund CF | 2026-03-31 | 0.3612 | 6.615 | 53028608 | -558625 | -1.0425 |
| iShares Russell 1000 Growth ETF | 2026-03-31 | 0.3495 | 11.6383 | 51305194 | 48880 | 0.0954 |
| Russell 1000 Index Fund | 2026-03-31 | 0.3198 | 6.0929 | 46944986 | -157552 | -0.3345 |
| Blackrock Russ 1000 Eq Idx Composite | 2025-12-31 | 0.3099 | 6.3222 | 45503497 | 184753 | 0.4077 |
| Russell 1000 Index Non-Lendable Fund B | 2025-12-31 | 0.3099 | 6.3222 | 45503497 | 45503497 | 0 |
| Russell 1000 Index Non-Lendable Fund | 2025-12-31 | 0.3099 | 6.3222 | 45503497 | 184753 | 0.4077 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Timothy D Cook | 2026-04-02 | Sell | 64949 | 254.23 |
| Deirdre O'brien | 2026-04-02 | Sell | 30002 | 255.35 |
| Mark Alford | 2026-03-16 | Sell | 252.82 | |
| Ro Khanna | 2026-03-06 | Sell | 257.46 | |
| David Taylor | 2026-02-26 | Sell | 272.95 | |
| Thomas R. Suozzi | 2026-02-18 | Sell | 264.35 | |
| Ed Case | 2026-02-12 | Purchase | 261.73 | |
| Cleo Fields | 2026-02-12 | Purchase | 261.73 | |
| Ro Khanna | 2026-02-05 | Purchase | 275.91 | |
| Julia Letlow | 2026-02-02 | Purchase | 270.05 | |
| David Taylor | 2026-01-16 | Purchase | 255.53 | |
| John Boozman | 2026-01-15 | Purchase | 258.21 | |
| Nancy Pelosi | 2025-12-30 | Sell | 273 | |
| Nancy Pelosi | 2025-12-30 | Purchase | 273 | |
| Markwayne Mullin | 2025-12-29 | Purchase | 273.76 | |
| Nancy Pelosi | 2025-12-24 | Sell | 273.59 | |
| Tommy Tuberville | 2025-12-17 | Sell | 271.84 | |
| John Boozman | 2025-12-17 | Purchase | 271.84 | |
| Shelley Moore Capito | 2025-12-16 | Sell | 274.61 | |
| Debbie Dingell | 2025-11-24 | Sell | 275.92 |