Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2024-12-31 7.7692 3.1463 823360597 17635391 2.1888
BlackRock Inc 2024-12-31 6.4975 3.0569 688589448 21337744 3.1979
State Street Corp 2024-12-31 3.4428 3.1582 364859027 5679037 1.5811
FMR Inc 2024-12-31 3.0994 4.3006 328464225 1725664 0.5281
Geode Capital Management, LLC 2024-12-31 1.9337 3.4742 204930426 5015380 2.5088
JPMorgan Chase & Co 2024-12-31 1.7257 2.9876 182880869 -176389425 -49.0966
T. Rowe Price Associates, Inc. 2024-12-31 1.725 4.6236 182813905 4087933 2.2873
Morgan Stanley - Brokerage Accounts 2024-12-31 1.5772 2.5689 167149717 7616951 4.7745
NORGES BANK 2024-12-31 1.1727 3.5781 124283614 5328102 4.4791
Northern Trust Corp 2024-12-31 0.916 3.0156 97076276 11926749 14.0068
Capital Research Global Investors 2024-12-31 0.8382 4.0071 88834293 -3785120 -4.0867
Bank of America Corp 2024-12-31 0.7361 1.4358 78012550 -10443466 -11.8064
Bank of New York Mellon Corp 2024-12-31 0.6331 2.7186 67092427 545292 0.8194
Wellington Management Company LLP 2024-12-31 0.6264 2.6666 66385257 -3987132 -5.6658
UBS Asset Mgmt Americas Inc 2024-12-31 0.6225 3.3756 65975984 8142030 14.0783
Capital World Investors 2024-12-31 0.62 2.1885 65709496 17681004 36.8136
Nuveen Asset Management, LLC 2024-12-31 0.592 3.8874 62741520 -1996773 -3.0844
Charles Schwab Investment Management Inc 2024-12-31 0.5627 2.4121 59638207 2330113 4.0659
Amvescap Plc. 2024-12-31 0.5434 2.3359 57591462 2579094 4.6882
Capital Research & Mgmt Co - Division 3 2024-12-31 0.5404 2.3605 57268523 12000745 26.5106

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 2.8166 3.5051 298490929 1015069 0.3412
Vanguard Institutional 500 Index Trust 2025-02-28 2.449 3.9385 259539559 1759201 0.6824
Fidelity 500 Index 2025-02-28 1.106 3.9339 117207647 521934 0.4473
iShares Core S&P 500 ETF 2025-03-31 1.0858 3.7646 115069230 333360 0.2905
SPDR® S&P 500® ETF Trust 2025-03-31 1.0777 3.762 114213298 -598644 -0.5214
Vanguard Growth Index Investor 2025-02-28 0.9046 7.1988 95868270 72154 0.0753
Invesco QQQ Trust 2025-03-31 0.8371 5.6671 88713920 -76989 -0.0867
Capital Group Growth Fnd of Amer Comp 2024-12-31 0.5703 4.455 60443054 2991017 5.2061
American Funds Growth Fund of Amer A 2024-12-31 0.5703 4.455 60443054 2991017 5.2061
Vanguard Institutional Index I 2025-02-28 0.5475 3.9345 58022578 -685811 -1.1682
Fidelity Contrafund 2025-02-28 0.4445 6.3483 47111720 0 0
State St S&P 500® Indx SL Cl III 2025-02-28 0.4271 3.9082 45258840 33700 0.0745
Blackrock Eq Idx Fund CF 2025-03-31 0.3331 3.7442 35301044 157828 0.4491
iShares Russell 1000 Growth ETF 2025-03-31 0.3163 6.6193 33516301 31390 0.0937
JPMorgan Large Cap Growth I 2025-02-28 0.299 6.4202 31689129 0 0
Fidelity Growth Compy Commingled Pl S 2025-02-28 0.2956 7.3755 31324558 -66242 -0.211
Fidelity Blue Chip Growth 2025-02-28 0.2853 8.9267 30238016 102600 0.3405
Russell 1000 Index Fund 2025-03-31 0.2806 3.445 29737341 427186 1.4575
Blackrock Russ 1000 Eq Idx Composite 2024-12-31 0.2744 3.8177 29082128 225252 0.7806
American Funds Invmt Co of Amer A 2024-12-31 0.264 3.9997 27977585 -55932 -0.1995

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Douglas J Herrington 2025-04-01 Sell 2500 187.99
David Taylor 2025-03-27 Purchase 0 201.36
C. Scott Franklin 2025-02-26 Purchase 0 214.35
C. Scott Franklin 2025-02-26 Purchase 0 214.35
Thomas H. Kean, Jr. 2025-02-26 Purchase 0 214.35
Greg Landsman 2025-02-26 Sell 0 214.35
John Boozman 2025-02-26 Purchase 0 214.35
David Zapolsky 2025-02-24 Sell 19212 217.5
David Zapolsky 2025-02-21 Sell 5848 220.72
Shelley Reynolds 2025-02-21 Sell 8833 222.47
Brian T Olsavsky 2025-02-21 Sell 14620 223.14
Andrew R Jassy 2025-02-21 Sell 20784 220.65
Greg Landsman 2025-02-20 Purchase 0 222.88
Douglas J Herrington 2025-02-18 Sell 5501 228.44
Markwayne Mullin 2025-02-13 Purchase 0 230.37
Douglas J Herrington 2025-02-12 Sell 27500 230.27
John Boozman 2025-02-04 Purchase 0 242.06
Marjorie Taylor Greene 2025-01-21 Purchase 0 230.71
Thomas H. Kean, Jr. 2025-01-16 Purchase 0 220.66
Nancy Pelosi 2025-01-14 Purchase 0 217.76

Major Indices