Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-12-31 10.1952 2.4221 482707302 3919715 0.8187
BlackRock Inc 2025-09-30 7.9821 2.1827 377927942 1310591 0.348
JPMorgan Chase & Co 2025-09-30 3.9686 1.857 187897716 93781258 99.6438
State Street Corp 2025-09-30 3.9083 2.1169 185043550 -233437 -0.126
Capital Research & Mgmt Co - Division 3 2025-12-31 2.9963 7.6969 141864077 -4613136 -3.1494
Capital World Investors 2025-12-31 2.6033 5.8018 123257172 -12329760 -9.0936
FMR Inc 2025-12-31 2.6018 2.1738 123186236 2363430 1.9561
Geode Capital Management, LLC 2025-12-31 2.3503 2.3695 111277280 1548699 1.4114
Capital Research Global Investors 2025-12-31 1.824 5.5175 86361719 -1354962 -1.5447
T. Rowe Price Associates, Inc. 2025-09-30 1.7542 2.9314 83054439 4904436 6.2757
Morgan Stanley - Brokerage Accounts 2025-09-30 1.542 1.4583 73008578 -724893 -0.9831
NORGES BANK 2025-12-31 1.48 2.5945 70072800 2670119 3.9614
Bank of America Corp 2025-09-30 1.3101 1.3879 62028856 -5123905 -7.6302
Northern Trust Corp 2025-09-30 1.0279 2.054 48668426 -142489 -0.2919
Wellington Management Company LLP 2025-12-31 1.0008 2.8739 47385880 766553 1.6443
Amvescap Plc. 2025-09-30 0.8269 2.0349 39149651 700021 1.8206
Nuveen, LLC 2025-12-31 0.7756 3.328 36722111 -20810 -0.0566
UBS Asset Mgmt Americas Inc 2025-09-30 0.7529 2.5537 35647634 -4224464 -10.595
Legal & General Group PLC 2025-12-31 0.7068 2.5687 33465313 14527 0.0434
The Goldman Sachs Group Inc 2025-12-31 0.705 1.417 33381348 -3404471 -9.2548

Top Mutual Fund Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Total Stock Mkt Idx Inv 2026-02-28 3.1548 2.2773 149371420 619169 0.4162
Vanguard 500 Index Investor 2026-02-28 2.5654 2.5619 121461381 1154558 0.9597
iShares Core S&P 500 ETF 2026-03-31 1.2872 2.6194 60945741 -33180 -0.0544
Fidelity 500 Index 2026-02-28 1.2693 2.5636 60098022 99071 0.1651
State Street® SPDR® S&P 500® ETF 2026-03-31 1.1613 2.6172 54981466 -135142 -0.2452
Capital Group Growth Fnd of Amer Comp 2025-12-31 0.9469 4.6183 44831935 -1803150 -3.8665
American Funds Growth Fund of Amer A 2025-12-31 0.9469 4.6183 44831935 -1803150 -3.8665
Vanguard Growth Index Investor 2026-02-28 0.8769 3.9485 41516003 126242 0.305
American Funds Washington Mutual A 2025-12-31 0.8725 6.8665 41309266 -7053979 -14.5854
Capital Group Wash Mutual Invtrs Comp 2025-12-31 0.8725 6.8665 41309266 -7053979 -14.5854
American Funds American Balanced A 2025-12-31 0.8262 5.0193 39116918 -1040478 -2.591
Invesco QQQ Trust 2026-03-31 0.7641 3.0026 36179296 14020 0.0388
American Funds Invmt Co of Amer A 2025-12-31 0.7239 6.7416 34274292 -21833 -0.0637
Capital Group Investment Co of Amer Comp 2025-12-31 0.7239 6.7416 34274292 -21833 -0.0637
Capital Group Fundamental Invtrs Comp 2025-12-31 0.7146 7.2383 33832452 -2471063 -6.8067
American Funds Fundamental Invs A 2025-12-31 0.7146 7.2383 33832452 -2471063 -6.8067
Vanguard Institutional Index I 2026-02-28 0.565 2.56 26750640 -203984 -0.7568
State St S&P 500® Indx SL Cl III 2026-03-31 0.5346 2.5926 25309547 136000 0.5402
Vanguard Dividend Appreciation ETF 2026-02-28 0.4875 5.9232 23081229 94713 0.412
Vanguard Institutional 500 Index Trust 2026-02-28 0.4479 2.5588 21206761 125627 0.5959

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
S. Ram Velaga 2026-04-10 Sell 8000 370.52
Gayla J Delly 2026-04-09 Sell 1000 358.31
S. Ram Velaga 2026-04-09 Sell 17260 352.12
Charlie B Kawwas 2026-04-08 Sell 10000 345.23
Justine Page 2026-04-08 Sell 2018 353
S. Ram Velaga 2026-04-08 Sell 12955 352.02
Gilbert Ray Cisneros, Jr. 2026-03-25 Sell 318.81
S. Ram Velaga 2026-03-17 Sell 38841 321.6
Mark David Brazeal 2026-03-17 Sell 50488 321.6
Kirsten M Spears 2026-03-17 Sell 36292 321.6
Charlie B Kawwas 2026-03-17 Sell 39116 321.61
Charlie B Kawwas 2026-03-16 Sell 25718 326.1
Kirsten M Spears 2026-03-16 Sell 23862 326.09
Mark David Brazeal 2026-03-16 Sell 33194 326.1
S. Ram Velaga 2026-03-16 Sell 25538 326.1
Ro Khanna 2026-03-06 Purchase 331.03
David Taylor 2026-02-26 Purchase 321.7
Ro Khanna 2026-02-24 Purchase 325.49
Tony Wied 2026-02-19 Purchase 333.99
Julia Letlow 2026-02-12 Sell 331.17

Major Indices