Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-06-30 | 10.1965 | 0.2062 | 41300182 | 350298 | 0.8554 |
| BlackRock Inc | 2025-06-30 | 8.7747 | 0.2087 | 35541503 | -630981 | -1.7444 |
| State Street Corp | 2025-06-30 | 4.6371 | 0.2182 | 18782407 | 187415 | 1.0079 |
| Geode Capital Management, LLC | 2025-06-30 | 2.8118 | 0.2461 | 11388935 | 345798 | 3.1313 |
| Morgan Stanley - Brokerage Accounts | 2025-06-30 | 2.6264 | 0.2137 | 10638058 | -502775 | -4.5129 |
| Capital Research Global Investors | 2025-06-30 | 1.9517 | 0.4881 | 7905120 | 945005 | 13.5774 |
| Wells Fargo & Co | 2025-06-30 | 1.7899 | 0.4625 | 7249709 | -308685 | -4.084 |
| AllianceBernstein L.P. | 2025-06-30 | 1.7617 | 0.7178 | 7135468 | -261523 | -3.5355 |
| Bank of New York Mellon Corp | 2025-06-30 | 1.7551 | 0.4142 | 7108749 | -448236 | -5.9314 |
| Northern Trust Corp | 2025-06-30 | 1.5072 | 0.2589 | 6104775 | -58151 | -0.9436 |
| Bank of America Corp | 2025-06-30 | 1.4668 | 0.1341 | 5941069 | -100224 | -1.659 |
| Laurel Wealth Advisors, LLC | 2025-06-30 | 1.1527 | 0.2171 | 4668758 | 4653304 | 30110.6768 |
| Wellington Management Company LLP | 2025-06-30 | 1.141 | 0.2587 | 4621367 | -36340 | -0.7802 |
| Amvescap Plc. | 2025-06-30 | 1.1299 | 0.2401 | 4576681 | 544968 | 13.517 |
| Fundsmith LLP | 2025-06-30 | 1.0769 | 5.8448 | 4362099 | -151800 | -3.3629 |
| UBS Asset Mgmt Americas Inc | 2025-06-30 | 1.0413 | 0.2633 | 4217755 | 369448 | 9.6003 |
| Ameriprise Financial Inc | 2025-06-30 | 1.0338 | 0.317 | 4187412 | -244066 | -5.5076 |
| State Farm Mutual Automobile Ins Co | 2025-06-30 | 0.9029 | 0.9974 | 3657287 | 0 | 0 |
| Amundi | 2025-06-30 | 0.7676 | 0.3274 | 3109120 | 619829 | 24.8998 |
| Goldman Sachs Group Inc | 2025-06-30 | 0.711 | 0.1207 | 2879808 | -107992 | -3.6144 |
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 | 3.1479 | 0.2064 | 12750472 | -294966 | -2.2611 |
| Vanguard 500 Index Investor | 2025-07-31 | 2.4809 | 0.2338 | 10048592 | -1471911 | -12.7764 |
| Invesco QQQ Trust | 2025-08-29 | 2.0656 | 0.6959 | 8366600 | 58028 | 0.6984 |
| Fidelity 500 Index | 2025-07-31 | 1.2704 | 0.2335 | 5145483 | 2210 | 0.043 |
| SPDR® S&P 500® ETF | 2025-08-31 | 1.2108 | 0.2251 | 4904230 | 60214 | 1.2431 |
| iShares Core S&P 500 ETF | 2025-08-31 | 1.2061 | 0.2249 | 4885028 | 0 | 0 |
| Vanguard Growth Index Investor | 2025-07-31 | 1.0641 | 0.4113 | 4310261 | 14710 | 0.3424 |
| Fundsmith Equity I Acc | 2025-03-31 | 1.0462 | 4.845 | 4237744 | -282673 | -6.2533 |
| Vanguard Dividend Growth Inv | 2025-06-30 | 0.815 | 2.1382 | 3301178 | -24700 | -0.7427 |
| iShares MSCI USA Quality Factor ETF | 2025-08-31 | 0.6984 | 1.5819 | 2828870 | 0 | 0 |
| American Funds American Mutual A | 2025-06-30 | 0.6595 | 0.7639 | 2671335 | 639680 | 31.4857 |
| Capital Group American Mutual Comp | 2025-06-30 | 0.6595 | 0.7639 | 2671335 | 639680 | 31.4857 |
| Vanguard Institutional Index I | 2025-07-31 | 0.6059 | 0.2338 | 2454012 | -27109 | -1.0926 |
| Vanguard Dividend Appreciation ETF | 2025-07-31 | 0.5392 | 0.6174 | 2184192 | 4250 | 0.195 |
| State St S&P 500® Indx SL Cl III | 2025-08-31 | 0.5349 | 0.2236 | 2166683 | -3378 | -0.1557 |
| The Industrial Select Sector SPDR® ETF | 2025-08-31 | 0.5005 | 2.6598 | 2027282 | -11322 | -0.5554 |
| Capital Group Core Equity Composite | 2025-06-30 | 0.4921 | 1.4443 | 1993331 | 0 | 0 |
| American Funds IS® Growth-Income 1 | 2025-06-30 | 0.4921 | 1.4443 | 1993331 | 0 | 0 |
| Morgan Stanley Glbl Franchise | 2025-06-30 | 0.4556 | 2.7287 | 1845497 | -8373 | -0.4516 |
| MS INVF Global Brands A | 2025-06-30 | 0.4556 | 2.7066 | 1845497 | 0 | 0 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Christopher D'ambrosio | 2025-09-10 | Sell | 597 | 296.9 |
| 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 | |
| Lisa C. McClain | 2025-07-16 | Sell | 300.27 | |
| Lisa C. McClain | 2025-07-10 | Purchase | 305.82 | |
| Ro Khanna | 2025-07-01 | Purchase | 310.13 | |
| Jefferson Shreve | 2025-05-12 | Sell | 309.38 | |
| Ro Khanna | 2025-04-23 | Sell | 293.95 | |
| Ro Khanna | 2025-04-15 | Purchase | 298.06 | |
| Christopher D'ambrosio | 2025-04-10 | Sell | 478 | 293.14 |
| Brian L Michaud | 2025-04-01 | Sell | 1500 | 305.38 |
| Christopher D'ambrosio | 2025-03-10 | Sell | 473 | 306.2 |
| Jonathan S Lehberger | 2025-02-03 | Sell | 2324 | 303.3 |
| David Foskett | 2025-01-13 | Sell | 1067 | 286.15 |
| David Foskett | 2025-01-06 | Sell | 1004 | 289.29 |
| Maria Black | 2025-01-03 | Sell | 721 | 291.59 |