Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-12-31 7.8752 2.829 845400528 -4937929 -0.5807
BlackRock Inc 2025-09-30 6.7289 2.7766 722344070 9522155 1.3358
State Street Corp 2025-09-30 3.5555 2.9061 381681441 7584156 2.0273
JPMorgan Chase & Co 2025-09-30 3.4031 2.403 365321874 172521947 89.4824
FMR Inc 2025-12-31 3.0878 3.9011 331470804 2589222 0.7873
Geode Capital Management, LLC 2025-09-30 2.074 3.1051 222641670 5924013 2.7335
Morgan Stanley - Brokerage Accounts 2025-09-30 1.5171 2.1651 162864808 2366189 1.4743
T. Rowe Price Associates, Inc. 2025-09-30 1.3321 3.3592 142999597 -15198274 -9.6071
NORGES BANK 2025-12-31 1.3265 3.5163 142399855 17334851 13.8607
Northern Trust Corp 2025-09-30 0.9041 2.726 97051517 454810 0.4708
Capital Research Global Investors 2025-09-30 0.8783 3.8844 94284962 9583217 11.3141
Bank of America Corp 2025-09-30 0.7853 1.2554 84302784 -1334450 -1.5583
Bank of New York Mellon Corp 2025-09-30 0.6493 2.7457 69705859 4108526 6.2633
UBS Asset Mgmt Americas Inc 2025-09-30 0.6451 3.3016 69247324 -8670933 -11.1282
Wellington Management Company LLP 2025-12-31 0.6169 2.6786 66223281 7709941 13.1764
Charles Schwab Investment Management Inc 2025-12-31 0.5964 2.2963 64023640 611472 0.9643
Capital Research & Mgmt Co - Division 3 2025-09-30 0.5954 2.2659 63914467 2630908 4.293
The Goldman Sachs Group Inc 2025-09-30 0.5918 1.7065 63525708 8698692 15.8657
Nuveen, LLC 2025-09-30 0.5827 3.625 62549794 -1712406 -2.6647
Royal Bank of Canada 2025-09-30 0.5445 2.103 58448474 -55424000 -48.672

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 2.8232 3.4518 303069126 823152 0.2723
Vanguard 500 Index Investor 2026-01-31 2.3087 3.9234 247833211 1546069 0.6278
iShares Core S&P 500 ETF 2026-02-25 1.1543 3.4465 123908185 28929084 30.4584
Fidelity 500 Index 2025-12-31 1.146 3.8373 123025211 459257 0.3747
State Street® SPDR® S&P 500® ETF 2026-02-26 1.0699 3.4217 114850598 -204084 -0.1774
Invesco QQQ Trust 2026-02-26 0.7718 4.3203 82850841 -183686 -0.2212
Vanguard Growth Index Investor 2026-01-31 0.6555 4.8107 70369725 431334 0.6167
Vanguard Institutional Index I 2026-01-31 0.5173 3.9257 55526795 -133022 -0.239
State St S&P 500® Indx SL Cl III 2026-01-31 0.4825 3.8931 51799394 523400 1.0208
Fidelity Contrafund 2025-12-31 0.4275 6.0072 45887820 -271200 -0.5875
American Funds Growth Fund of Amer A 2025-12-31 0.4197 3.0956 45058122 -7751711 -14.6785
Capital Group Growth Fnd of Amer Comp 2025-12-31 0.4197 3.0956 45058122 -7751711 -14.6785
Vanguard Institutional 500 Index Trust 2026-01-31 0.4045 3.922 43427208 128008 0.2956
Blackrock Eq Idx Fund CF 2025-12-31 0.3285 3.8109 35269034 -491172 -1.3735
American Funds Invmt Co of Amer A 2025-12-31 0.2906 4.0916 31190653 550655 1.7972
Capital Group Investment Co of Amer Comp 2025-12-31 0.2906 4.0916 31190653 550655 1.7972
Russell 1000 Index Fund 2026-01-31 0.2802 3.5876 30083968 303962 1.0207
Blackrock Russ 1000 Eq Idx Composite 2025-12-31 0.2789 3.5323 29943484 121542 0.4076
Fidelity Blue Chip Growth 2025-12-31 0.2671 7.4431 28674686 37400 0.1306
Fidelity Growth Compy Commingled Pl S 2025-12-31 0.2311 5.3106 24810387 -29805 -0.12

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
David Zapolsky 2026-02-24 Sell 10649 205.43
Andrew R Jassy 2026-02-23 Sell 19872 205.18
David Zapolsky 2026-02-23 Sell 7100 205.35
Douglas J Herrington 2026-02-23 Sell 6835 205.82
Matthew S Garman 2026-02-23 Sell 17751 205.22
Shelley Reynolds 2026-02-23 Sell 2695 205.9
Douglas J Herrington 2026-02-17 Sell 4784 198.37
Douglas J Herrington 2026-02-11 Sell 1000 208
David Taylor 2026-02-09 Purchase 208.72
Gilbert Ray Cisneros, Jr. 2026-01-30 Purchase 239.3
David Taylor 2026-01-29 Purchase 241.73
Ro Khanna 2026-01-23 Purchase 239.16
Ro Khanna 2026-01-22 Sell 234.34
Nancy Pelosi 2026-01-16 Purchase 239.12
Nancy Pelosi 2025-12-30 Purchase 232.53
Markwayne Mullin 2025-12-29 Purchase 232.07
Nancy Pelosi 2025-12-24 Sell 232.25
Gilbert Ray Cisneros, Jr. 2025-12-24 Sell 232.25
Gilbert Ray Cisneros, Jr. 2025-12-19 Sell 227.35
Douglas J Herrington 2025-12-01 Sell 2500 233.22

Major Indices