Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-12-31 9.7229 0.4922 158522860 2525109 1.6187
BlackRock Inc 2025-09-30 8.3654 0.3863 136390486 -1291922 -0.9383
State Street Corp 2025-09-30 4.528 0.4142 73824441 1755182 2.4354
Geode Capital Management, LLC 2025-09-30 2.2876 0.3832 37297320 606635 1.6534
Morgan Stanley - Brokerage Accounts 2025-09-30 1.8438 0.2945 30061749 445032 1.5026
JPMorgan Chase & Co 2025-09-30 1.664 0.1315 27130344 14381522 112.8067
NORGES BANK 2025-12-31 1.4117 0.5273 23016960 1208204 5.54
T. Rowe Price Associates, Inc. 2025-09-30 1.2432 0.3508 20269319 -6000374 -22.8414
UBS Asset Mgmt Americas Inc 2025-09-30 1.1563 0.6623 18851680 -4452897 -19.1074
Northern Trust Corp 2025-09-30 1.02 0.3442 16629875 34040 0.2051
FMR Inc 2025-12-31 0.8778 0.1563 14311367 5546021 63.2721
Bank of America Corp 2025-09-30 0.8351 0.1494 13616327 1014832 8.0533
Amundi 2025-09-30 0.8272 0.883 13486227 2012865 17.5438
Amvescap Plc. 2025-09-30 0.8187 0.3403 13348413 813844 6.4928
Barclays PLC 2025-09-30 0.8106 0.4636 13216885 -1020464 -7.1675
Charles Schwab Investment Management Inc 2025-12-31 0.7114 0.386 11598021 292555 2.5877
Van Eck Associates Corporation 2025-09-30 0.706 1.7301 11509922 -908108 -7.3128
Legal & General Group PLC 2025-12-31 0.702 0.5436 11445325 -133788 -1.1554
Jennison Associates LLC 2025-12-31 0.6692 1.4028 10910310 7035991 181.6059
T. Rowe Price Investment Management,Inc. 2025-09-30 0.6216 1.0023 10134961 -2830250 -21.8296

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 3.145 0.5777 51275865 137585 0.269
Vanguard 500 Index Investor 2026-01-31 2.5439 0.6495 41475324 258704 0.6277
Invesco QQQ Trust 2026-02-26 2.1365 1.7793 34833203 -77227 -0.2212
iShares Core S&P 500 ETF 2026-02-25 1.2719 0.5774 20736625 3947723 23.5139
Fidelity 500 Index 2025-12-31 1.2628 0.5958 20588839 93840 0.4579
State Street® SPDR® S&P 500® ETF 2026-02-26 1.1789 0.561 19220686 -34164 -0.1774
Vanguard Growth Index Investor 2026-01-31 1.0659 1.1754 17379278 106444 0.6163
State Street®TechSelSectSPDR®ETF 2026-02-26 0.779 2.9012 12701662 15075 0.1188
Vanguard Information Technology ETF 2026-01-31 0.6419 1.8959 10464858 43503 0.4174
VanEck Semiconductor ETF 2026-02-27 0.5904 4.17 9626571 63285 0.6617
Vanguard Institutional Index I 2026-01-31 0.57 0.6499 9292622 -22309 -0.2395
State St S&P 500® Indx SL Cl III 2026-01-31 0.5317 0.6445 8668898 87600 1.0208
Vanguard Institutional 500 Index Trust 2026-01-31 0.4458 0.6493 7267721 20815 0.2872
iShares Semiconductor ETF 2026-02-25 0.4208 6.2227 6860247 1183805 20.8547
Invesco NASDAQ 100 ETF 2026-02-26 0.382 1.777 6228213 1095 0.0176
Blackrock Eq Idx Fund CF 2025-12-31 0.3622 0.592 5904923 -74760 -1.2502
Invesco S&P 500 ETF 2025-07-31 0.3283 2.1481 5351859 5351859 0
T. Rowe Price Capital Appreciation 2025-12-31 0.3184 1.5738 5190515 1401200 36.9777
Russell 1000 Index Fund 2026-01-31 0.3098 0.5958 5050543 51956 1.0394
Blackrock Russ 1000 Eq Idx Composite 2025-12-31 0.3081 0.5498 5023366 16410 0.3277

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Lisa T Su 2026-02-11 Sell 125000 214.36
Forrest Eugene Norrod 2026-02-11 Sell 19450 216.81
Cleo Fields 2026-02-03 Purchase 242.11
Ava Hahn 2026-01-16 Sell 2442 234.42
Gilbert Ray Cisneros, Jr. 2025-12-19 Sell 213.43
Lisa T Su 2025-12-11 Sell 125000 215.14
Forrest Eugene Norrod 2025-11-19 Sell 19450 229.37
Gilbert Ray Cisneros, Jr. 2025-11-18 Purchase 230.29
Mark D Papermaster 2025-11-14 Sell 17108 240.12
Lisa C. McClain 2025-10-31 Sell 256.12
Lisa C. McClain 2025-10-30 Sell 254.84
Lisa C. McClain 2025-10-30 Purchase 254.84
Ro Khanna 2025-10-17 Purchase 233.08
Mark D Papermaster 2025-10-15 Sell 16800 224.28
Ava Hahn 2025-10-06 Sell 2868 226.01
Forrest Eugene Norrod 2025-09-24 Sell 2250 165.01
Forrest Eugene Norrod 2025-09-10 Sell 17200 160.93
Lisa T Su 2025-08-21 Sell 225000 163.97
Dan Newhouse 2025-08-18 Purchase 176.14
Cleo Fields 2025-08-15 Purchase 177.51

Major Indices