Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-12-31 10.181 2.4221 482707302 3919715 0.8187
BlackRock Inc 2025-09-30 7.971 2.1827 377927942 1310591 0.348
JPMorgan Chase & Co 2025-09-30 3.963 1.857 187897716 93781258 99.6438
State Street Corp 2025-09-30 3.9028 2.1169 185043550 -233437 -0.126
Capital Research & Mgmt Co - Division 3 2025-09-30 3.0894 7.8013 146477213 -4720839 -3.1223
Capital World Investors 2025-09-30 2.8597 6.1104 135586932 -12713939 -8.5731
FMR Inc 2025-12-31 2.5982 2.1738 123186236 2363430 1.9561
Geode Capital Management, LLC 2025-09-30 2.3143 2.3015 109728581 1117863 1.0292
Capital Research Global Investors 2025-09-30 1.8501 5.4297 87716681 -3824140 -4.1775
T. Rowe Price Associates, Inc. 2025-09-30 1.7517 2.9314 83054439 4904436 6.2757
Morgan Stanley - Brokerage Accounts 2025-09-30 1.5399 1.4583 73008578 -724893 -0.9831
NORGES BANK 2025-12-31 1.4779 2.5945 70072800 2670119 3.9614
Bank of America Corp 2025-09-30 1.3083 1.3879 62028856 -5123905 -7.6302
Northern Trust Corp 2025-09-30 1.0265 2.054 48668426 -142489 -0.2919
Wellington Management Company LLP 2025-12-31 0.9994 2.8739 47385880 766553 1.6443
Amvescap Plc. 2025-09-30 0.8257 2.0349 39149651 700021 1.8206
The Goldman Sachs Group Inc 2025-09-30 0.7759 1.4848 36785819 -348963 -0.9397
Nuveen, LLC 2025-09-30 0.775 3.1995 36742921 -2411808 -6.1597
UBS Asset Mgmt Americas Inc 2025-09-30 0.7519 2.5537 35647634 -4224464 -10.595
Legal & General Group PLC 2025-12-31 0.7058 2.5687 33465313 14527 0.0434

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 3.1374 2.3456 148752251 401182 0.2704
Vanguard 500 Index Investor 2026-01-31 2.5374 2.6368 120306823 750707 0.6279
iShares Core S&P 500 ETF 2026-02-25 1.2686 2.6394 60149588 14423778 31.5441
Fidelity 500 Index 2025-12-31 1.2596 2.7931 59720825 320385 0.5394
State Street® SPDR® S&P 500® ETF 2026-02-26 1.1759 2.5699 55751910 -99072 -0.1774
Capital Group Growth Fnd of Amer Comp 2025-12-31 0.9456 4.6183 44831935 -1803150 -3.8665
American Funds Growth Fund of Amer A 2025-12-31 0.9456 4.6183 44831935 -1803150 -3.8665
Vanguard Growth Index Investor 2026-01-31 0.873 3.9174 41389761 253650 0.6166
American Funds Washington Mutual A 2025-12-31 0.8713 6.8665 41309266 -7053979 -14.5854
Capital Group Wash Mutual Invtrs Comp 2025-12-31 0.8713 6.8665 41309266 -7053979 -14.5854
American Funds American Balanced A 2025-12-31 0.825 5.0193 39116918 -1040478 -2.591
Invesco QQQ Trust 2026-02-26 0.7719 2.9528 36599065 -81142 -0.2212
Capital Group Investment Co of Amer Comp 2025-12-31 0.7229 6.7416 34274292 -21833 -0.0637
American Funds Invmt Co of Amer A 2025-12-31 0.7229 6.7416 34274292 -21833 -0.0637
American Funds Fundamental Invs A 2025-12-31 0.7136 7.2383 33832452 -2471063 -6.8067
Capital Group Fundamental Invtrs Comp 2025-12-31 0.7136 7.2383 33832452 -2471063 -6.8067
Vanguard Institutional Index I 2026-01-31 0.5685 2.6383 26954624 -64622 -0.2392
State St S&P 500® Indx SL Cl III 2026-01-31 0.5303 2.6164 25145267 254080 1.0208
Vanguard Dividend Appreciation ETF 2026-01-31 0.4848 6.2439 22986516 -139995 -0.6053
Vanguard Institutional 500 Index Trust 2026-01-31 0.4446 2.6359 21081134 58985 0.2806

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
David Taylor 2026-01-29 Purchase 330.73
Ro Khanna 2026-01-29 Purchase 330.73
Ro Khanna 2026-01-23 Purchase 320.12
David Taylor 2026-01-16 Sell 351.71
David Taylor 2026-01-08 Sell 332.48
Hock E Tan 2026-01-06 Sell 70000 347.3
Mark David Brazeal 2026-01-06 Sell 30000 347.12
Kirsten M Spears 2025-12-31 Sell 30000 347.82
Mark David Brazeal 2025-12-26 Sell 25921 352.07
Hock E Tan 2025-12-23 Sell 100000 345.65
Harry L You 2025-12-18 Purchase 1000 325.13
Hock E Tan 2025-12-18 Sell 130000 326.02
Charlie B Kawwas 2025-12-17 Sell 1928 327.8
Kirsten M Spears 2025-12-17 Sell 3714 327.79
Mark David Brazeal 2025-12-17 Sell 38281 327.65
Gilbert Ray Cisneros, Jr. 2025-12-17 Purchase 326.02
Charlie B Kawwas 2025-12-16 Sell 1235 340.98
Kirsten M Spears 2025-12-16 Sell 2379 340.92
Mark David Brazeal 2025-12-16 Sell 24527 340.91
Justine Page 2025-12-15 Sell 800 361.89

Major Indices