Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 10.3267 | 0.1551 | 41579918 | -109715 | -0.2632 |
| BlackRock Inc | 2025-09-30 | 8.986 | 0.1859 | 36181423 | 639920 | 1.8005 |
| State Street Corp | 2025-09-30 | 4.6711 | 0.1924 | 18807802 | 25395 | 0.1352 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 2.9942 | 0.2142 | 12055983 | 1417925 | 13.3288 |
| Geode Capital Management, LLC | 2025-09-30 | 2.8411 | 0.2141 | 11439696 | 50761 | 0.4457 |
| Capital Research Global Investors | 2025-09-30 | 1.9921 | 0.4417 | 8021194 | 116074 | 1.4683 |
| Wellington Management Company LLP | 2025-12-31 | 1.8315 | 0.3324 | 7374504 | 544210 | 7.9676 |
| Wells Fargo & Co | 2025-09-30 | 1.7727 | 0.3983 | 7137540 | -112169 | -1.5472 |
| Bank of New York Mellon Corp | 2025-09-30 | 1.6469 | 0.3491 | 6631149 | -477600 | -6.7185 |
| AllianceBernstein L.P. | 2025-09-30 | 1.6377 | 0.6094 | 6593929 | -541539 | -7.5894 |
| Northern Trust Corp | 2025-09-30 | 1.5191 | 0.2297 | 6116498 | 11723 | 0.192 |
| Bank of America Corp | 2025-09-30 | 1.4489 | 0.1161 | 5833763 | -107306 | -1.8062 |
| JPMorgan Chase & Co | 2025-09-30 | 1.4426 | 0.0511 | 5808498 | 2995861 | 106.5143 |
| Amvescap Plc. | 2025-09-30 | 1.2016 | 0.2237 | 4837993 | 261312 | 5.7096 |
| Ameriprise Financial Inc | 2025-09-30 | 1.0738 | 0.2903 | 4323554 | 136142 | 3.2512 |
| Fundsmith LLP | 2025-12-31 | 1.0376 | 6.2789 | 4177969 | -133634 | -3.0994 |
| The Goldman Sachs Group Inc | 2025-09-30 | 1.0115 | 0.1462 | 4072588 | 1192780 | 41.4187 |
| State Farm Mutual Automobile Ins Co | 2025-09-30 | 0.9083 | 0.8949 | 3657287 | 0 | 0 |
| UBS Asset Mgmt Americas Inc | 2025-09-30 | 0.8302 | 0.213 | 3342645 | -875110 | -20.7482 |
| Mitsubishi UFJ Asset Management Co.,Ltd | 2025-09-30 | 0.813 | 0.6917 | 3273700 | 796379 | 32.1468 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2026-01-31 | 3.1601 | 0.1495 | 12723937 | 26312 | 0.2072 |
| Vanguard 500 Index Investor | 2026-01-31 | 2.559 | 0.1682 | 10303723 | 64528 | 0.6302 |
| Invesco QQQ Trust | 2026-02-26 | 2.1492 | 0.4739 | 8653478 | -19198 | -0.2214 |
| iShares Core S&P 500 ETF | 2026-02-25 | 1.2794 | 0.1457 | 5151487 | 883365 | 20.6968 |
| Fidelity 500 Index | 2025-12-31 | 1.2703 | 0.1778 | 5114815 | -457 | -0.0089 |
| State Street® SPDR® S&P 500® ETF | 2026-02-26 | 1.1873 | 0.1496 | 4780433 | -8496 | -0.1774 |
| Fundsmith Equity I Acc | 2025-12-31 | 0.9859 | 4.7481 | 3969494 | -51097 | -1.2709 |
| Vanguard Dividend Growth Inv | 2025-12-31 | 0.744 | 1.8805 | 2995866 | -407057 | -11.962 |
| American Funds American Mutual A | 2025-12-31 | 0.6634 | 0.6162 | 2671335 | 0 | 0 |
| Capital Group American Mutual Comp | 2025-12-31 | 0.6634 | 0.6162 | 2671335 | 0 | 0 |
| Morgan Stanley Glbl Franchise | 2025-09-30 | 0.6206 | 3.7998 | 2498920 | 653423 | 35.4063 |
| Vanguard Growth Index Investor | 2026-01-31 | 0.5925 | 0.1682 | 2385494 | 14596 | 0.6156 |
| State Street® IndstrlSelSectSPDR®ETF | 2026-02-26 | 0.588 | 1.6296 | 2367743 | 12540 | 0.5324 |
| Vanguard Institutional Index I | 2026-01-31 | 0.5734 | 0.1684 | 2308826 | -5150 | -0.2226 |
| Vanguard Equity-Income Inv | 2025-12-31 | 0.5595 | 0.927 | 2252732 | 550861 | 32.368 |
| Vanguard Dividend Appreciation ETF | 2026-01-31 | 0.5522 | 0.4499 | 2223366 | -13036 | -0.5829 |
| State St S&P 500® Indx SL Cl III | 2026-01-31 | 0.5349 | 0.1669 | 2153561 | 21760 | 1.0207 |
| iShares MSCI USA Quality Factor ETF | 2026-02-25 | 0.5241 | 0.8961 | 2110309 | -731527 | -25.7414 |
| Capital Group Core Equity Composite | 2025-12-31 | 0.4951 | 1.1753 | 1993331 | 0 | 0 |
| American Funds IS® Growth-Income 1 | 2025-12-31 | 0.4951 | 1.1753 | 1993331 | 0 | 0 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Brian L Michaud | 2026-02-06 | Sell | 1000 | 234.18 |
| David Foskett | 2026-02-05 | Sell | 266 | 237 |
| Christopher D'ambrosio | 2026-01-13 | Sell | 543 | 262.29 |
| David Kwon | 2026-01-12 | Sell | 806 | 264.8 |
| David Kwon | 2026-01-06 | Sell | 900 | 260 |
| Marjorie Taylor Greene | 2025-11-12 | Purchase | 254.55 | |
| Ro Khanna | 2025-11-10 | Sell | 254.06 | |
| Richard McCormick | 2025-11-05 | Purchase | 259.57 | |
| Ro Khanna | 2025-11-03 | Purchase | 257.17 | |
| Ro Khanna | 2025-10-30 | Sell | 261.53 | |
| Ro Khanna | 2025-10-07 | Sell | 292.94 | |
| Ro Khanna | 2025-09-29 | Sell | 292.66 | |
| Christopher D'ambrosio | 2025-09-10 | Sell | 597 | 296.9 |
| Ro Khanna | 2025-09-09 | Purchase | 297.24 | |
| Michael A Bonarti | 2025-09-09 | Sell | 8728 | 298.43 |
| David Foskett | 2025-09-03 | Sell | 1373 | 296.57 |
| Don Mcguire | 2025-09-03 | Sell | 13599 | 296.57 |
| Joseph Desilva | 2025-09-03 | Sell | 4614 | 296.57 |
| Maria Black | 2025-09-03 | Sell | 23605 | 298.32 |
| Dan Newhouse | 2025-08-18 | Purchase | 302.65 |