Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
BlackRock Inc 2026-03-31 6.8194 2.6766 735564992 1189128 0.1619
Vanguard Capital Management, LLC 2026-03-31 5.8516 3.2515 631176205 631176205 0
State Street Corp 2026-03-31 3.6199 2.8076 390450321 1797200 0.4624
FMR Inc 2026-03-31 3.3255 3.9352 358698691 27227887 8.2143
Geode Capital Management, LLC 2026-03-31 2.1623 3.0118 233228057 8107063 3.6012
Morgan Stanley - Brokerage Accounts 2026-03-31 1.6125 2.1824 173925856 12345516 7.6405
JPMorgan Chase & Co 2026-03-31 1.5662 2.1802 168937577 8891287 5.5554
NORGES BANK 2026-06-30 1.3032 3.3394 140565601 -1834254 -1.2881
Amvescap Plc. 2026-03-31 1.2864 2.8222 138753518 -7847368 -5.3529
Vanguard Portfolio Management, LLC 2026-03-31 1.1775 1.382 127012849 127012849 0
T. Rowe Price Associates, Inc. 2026-03-31 1.1403 2.9618 122998950 -7959226 -6.0777
Capital Research Global Investors 2026-06-30 1.1181 4.0098 120603873 2169606 1.8319
Northern Trust Corp 2026-03-31 0.8819 2.6186 95126682 381198 0.4023
Bank of America Corp 2026-03-31 0.7804 1.2816 84181341 25781 0.0306
UBS Asset Mgmt Americas Inc 2026-03-31 0.6849 3.1987 73870444 4030148 5.7705
The Goldman Sachs Group Inc 2026-03-31 0.6276 1.6188 67695611 3484771 5.4271
Bank of New York Mellon Corp 2026-03-31 0.6205 2.5629 66930843 -1536416 -2.244
Charles Schwab Investment Management Inc 2026-03-31 0.6174 2.1193 66597967 2574327 4.0209
Amundi 2026-03-31 0.5692 3.4835 61400503 7590952 14.1071
Capital World Investors 2026-06-30 0.5675 1.7235 61208160 10789225 21.3992

Top Mutual Fund Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard MStar Total Stk Mkt Idx Invest 2026-07-31 2.8581 3.6437 308280321 876977 0.2853
Vanguard 500 Index Investor 2026-07-31 2.3825 4.1276 256984000 2697359 1.0608
iShares Core S&P 500 ETF 2026-08-31 1.2085 3.8366 130354549 -204840 -0.1569
Fidelity 500 Index 2026-07-31 1.1735 4.1262 126581608 1005732 0.8009
State Street® SPDR® S&P 500® ETF 2026-08-31 1.1126 3.8419 120013160 28335 0.0236
Invesco QQQ Trust 2026-08-31 0.7771 4.449 83822027 430080 0.5157
Vanguard MStar Growth Index Investor 2026-07-31 0.6551 5.1496 70659570 -423944 -0.5964
Vanguard Institutional Index I 2026-07-31 0.4898 4.124 52833856 -264013 -0.4972
State St S&P 500® Idx SL Cl I 2026-08-31 0.4788 3.8153 51642229 -277900 -0.5352
Capital Group Growth Fnd of Amer Comp 2026-06-30 0.4523 3.2583 48784462 -2238966 -4.3881
American Funds Growth Fd of Amer A 2026-06-30 0.4523 3.2583 48784462 -2238966 -4.3881
Vanguard Institutional 500 Index Trust 2026-07-31 0.4119 4.1292 44434163 200431 0.4531
Fidelity Contrafund 2026-07-31 0.3974 6.7409 42862320 -527500 -1.2157
American Funds Invmt Co of Amer A 2026-06-30 0.358 4.9964 38610081 0 0
Capital Group Investment Co of Amer Comp 2026-06-30 0.358 4.9964 38610081 0 0
Equity Index Non-Lendable Fund B 2025-12-31 0.3577 3.8414 38582455 38582455 0
Equity Index Fund A 2025-12-31 0.3577 3.8414 38582455 -360492 -0.9257
Equity Index Fund E 2025-12-31 0.3577 3.8414 38582455 -360492 -0.9257
BlackRock Equity Index Fund F 2026-06-30 0.3235 3.6013 34891610 -393436 -1.115
Russell 1000 Index Fund 2026-08-31 0.2994 3.5331 32290042 390878 1.2254

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Andrew R Jassy 2026-04-17 Sell 31000 255
Douglas J Herrington 2026-04-14 Sell 20500 245
Douglas J Herrington 2026-04-01 Sell 1000 210.5
Ro Khanna 2026-03-30 Purchase 200.95
John Fetterman 2026-03-30 Purchase 200.95
Gilbert Ray Cisneros, Jr. 2026-03-16 Sell 211.74
Gilbert Ray Cisneros, Jr. 2026-03-16 Purchase 211.74
Mark Alford 2026-03-16 Sell 211.74
Gilbert Ray Cisneros, Jr. 2026-03-13 Sell 207.67
Ro Khanna 2026-03-10 Purchase 214.33
Jonathan L. Jackson 2026-03-09 Sell 213.49
Douglas J Herrington 2026-03-02 Sell 1000 204.25
David Taylor 2026-02-26 Purchase 207.92
David Zapolsky 2026-02-24 Sell 10649 205.43
Ro Khanna 2026-02-24 Sell 208.56
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

Major Indices