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Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2024-09-30 9.9963 1.4474 468561399 20353749 4.5411
Capital World Investors 2024-09-30 4.5109 5.6545 211442543 -12760947 -5.6917
Capital Research & Mgmt Co - Division 3 2024-09-30 4.0262 6.2489 188722747 -1624243 -0.8533
State Street Corp 2024-09-30 3.9347 1.2946 184434213 8534713 4.852
Geode Capital Management, LLC 2024-09-30 2.1161 1.3811 99188826 7059976 7.6632
Capital Research Global Investors 2024-09-30 1.973 3.3157 92481301 -17741359 -16.0959
FMR Inc 2024-09-30 1.9286 0.9489 90400508 16378708 22.1269
Morgan Stanley - Brokerage Accounts 2024-09-30 1.5189 0.8904 71195954 -72409886 -50.4227
Bank of America Corp 2024-09-30 1.4571 0.9781 68301553 -2743377 -3.8615
JPMorgan Chase & Co 2024-09-30 1.3184 0.8126 61800380 -11867820 -16.1098
Wellington Management Company LLP 2024-09-30 1.0595 1.5003 49660521 11917531 31.5755
Legal & General Group PLC 2024-09-30 0.9666 1.6289 45310095 5679465 14.331
Amvescap Plc. 2024-09-30 0.9541 1.4895 44724164 5870994 15.1107
Northern Trust Corp 2024-09-30 0.935 1.2376 43828426 130876 0.2995
Nuveen Asset Management, LLC 2024-09-30 0.8496 1.9287 39824550 -199440 -0.4983
Bank of New York Mellon Corp 2024-09-30 0.7786 1.1708 36496573 -1142147 -3.0345
Jennison Associates LLC 2024-09-30 0.768 3.8551 35998595 -2201935 -5.7641
BlackRock Inc 2024-06-30 0.7296 1.2428 34200333 -707422 -2.0265
UBS Asset Mgmt Americas Inc 2024-09-30 0.7215 1.4987 33819675 2371945 7.5425
T. Rowe Price Associates, Inc. 2024-09-30 0.6902 0.6425 32352684 -3186796 -8.9669

Top Mutual Fund Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Total Stock Mkt Idx Inv 2024-11-30 3.1216 1.2912 146322730 -631497 -0.4297
Vanguard Institutional 500 Index Trust 2024-11-30 2.6701 1.4788 125156282 1781855 1.4443
Invesco QQQ Trust 2024-11-30 1.9629 4.7148 92007493 0 0
American Funds Washington Mutual A 2024-09-30 1.492 6.2691 69937340 -3033880 -4.1576
Capital Group Wash Mutual Invtrs Comp 2024-09-30 1.492 6.2691 69937340 -3033880 -4.1576
American Funds American Balanced A 2024-09-30 1.3764 4.6829 64518919 -2227271 -3.3369
SPDR® S&P 500® ETF Trust 2024-11-30 1.2259 1.4761 57464275 339760 0.5948
American Funds Growth Fund of Amer A 2024-09-30 1.219 3.3757 57138924 -4603106 -7.4554
Capital Group Growth Fnd of Amer Comp 2024-09-30 1.219 3.3757 57138924 -4603106 -7.4554
Fidelity 500 Index 2024-10-31 1.2188 1.6365 57128921 -93862 -0.164
American Funds Fundamental Invs A 2024-09-30 1.1703 6.6718 54854089 -3360151 -5.772
Capital Group Fundamental Invtrs Comp 2024-09-30 1.1703 6.6718 54854089 -3360151 -5.772
iShares Core S&P 500 ETF 2024-11-30 1.1224 1.4756 52609560 0 0
American Funds Invmt Co of Amer A 2024-09-30 0.8623 4.5627 40419723 -3966807 -8.937
Capital Group Investment Co of Amer Comp 2024-09-30 0.8623 4.5627 40419723 -3966807 -8.937
Vanguard Institutional Index I 2024-11-30 0.6286 1.4768 29465135 -116877 -0.3951
American Funds Capital World Gr&Inc A 2024-09-30 0.6239 3.9012 29246441 -3465309 -10.5935
Capital Group World Growth & Inc Cmp 2024-09-30 0.6239 3.9012 29246441 -3465309 -10.5935
American Funds Capital Income Bldr A 2024-09-30 0.5572 4.0747 26119771 -1599219 -5.7694
Vanguard Dividend Appreciation ETF 2024-11-30 0.539 3.8675 25264394 144197 0.574

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Harry L You 2024-12-17 Sell 6540 240
Jared Moskowitz 2024-11-08 Purchase 0 183.64
Charlie B Kawwas 2024-10-11 Sell 15950 181.44
Mark David Brazeal 2024-10-09 Sell 18900 182.88
Mark David Brazeal 2024-10-07 Sell 20280 177.1
Hock E Tan 2024-10-03 Sell 20000 172.32
Josh Gottheimer 2024-10-03 Sell 0 171.89
Hock E Tan 2024-10-01 Sell 10000 167.14
Gayla J Delly 2024-09-25 Sell 750 174.53
Hock E Tan 2024-09-24 Sell 150000 172.94
Charlie B Kawwas 2024-09-19 Sell 25200 168.27
Hock E Tan 2024-09-17 Sell 50000 163.37
Josh Gottheimer 2024-09-12 Sell 0 164.56
Josh Gottheimer 2024-09-11 Sell 0 158.27
Josh Gottheimer 2024-09-09 Sell 0 140.82
John James 2024-09-04 Sell 0 154.12
Shelley Moore Capito 2024-08-27 Purchase 0 161.39
Hock E Tan 2024-07-11 Sell 7502 1705.95
Jared Moskowitz 2024-07-05 Purchase 0 170.33
Shelley Moore Capito 2024-07-01 Purchase 0 164.08

Major Indices