Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-06-30 8.8306 0.2265 66773360 1118316 1.7033
BlackRock Inc 2025-06-30 6.6046 0.1992 49941546 -233091 -0.4646
FMR Inc 2025-06-30 4.9768 0.4447 37632339 4051637 12.0654
Capital Research Global Investors 2025-06-30 4.59 1.456 34707279 -5278472 -13.2009
State Street Corp 2025-06-30 4.5748 0.2717 34592872 509491 1.4948
Newport Trust Co. 2025-06-30 3.7679 14.3317 28490956 -2049386 -6.7104
Capital World Investors 2025-06-30 3.6585 0.8426 27664235 1509257 5.7704
Geode Capital Management, LLC 2025-06-30 2.1579 0.2385 16316838 432026 2.7197
T. Rowe Price Associates, Inc. 2025-06-30 2.0848 0.3742 15764185 -1634288 -9.3933
Loomis, Sayles & Company LP 2025-06-30 1.8955 3.7635 14333172 -219634 -1.5092
Jennison Associates LLC 2025-06-30 1.6684 1.5677 12615602 2229588 21.4672
Bank of America Corp 2025-06-30 1.3921 0.1614 10526257 629163 6.357
Morgan Stanley - Brokerage Accounts 2025-06-30 1.3132 0.1355 9929826 -840931 -7.8075
Massachusetts Financial Services Company 2025-06-30 1.2967 0.652 9804765 -884981 -8.2788
Northern Trust Corp 2025-06-30 0.8433 0.1837 6376591 -93607 -1.4467
Nuveen, LLC 2025-06-30 0.807 0.3534 6102211 1685000 38.1462
Wellington Management Company LLP 2025-06-30 0.7249 0.2085 5481321 -1263301 -18.7305
Fisher Asset Management, LLC 2025-06-30 0.7045 0.4432 5327443 196666 3.8331
JPMorgan Chase & Co 2025-06-30 0.6544 0.0678 4948359 220078 4.6545
UBS Group AG 2025-06-30 0.6331 0.1737 4787225 -11172 -0.2328

Top Mutual Fund Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
American Funds Growth Fund of Amer A 2025-06-30 3.3009 1.6305 24959942 -1745826 -6.5373
Capital Group Growth Fnd of Amer Comp 2025-06-30 3.3009 1.6305 24959942 -1745826 -6.5373
Vanguard Total Stock Mkt Idx Inv 2025-07-31 3.134 0.275 23698243 -547875 -2.2596
Vanguard 500 Index Investor 2025-07-31 2.4683 0.3112 18664315 -2734130 -12.7772
American Funds Invmt Co of Amer A 2025-06-30 1.4075 1.3443 10642613 -1286237 -10.7826
Capital Group Investment Co of Amer Comp 2025-06-30 1.4075 1.3443 10642613 -1286237 -10.7826
Fidelity 500 Index 2025-07-31 1.264 0.3109 9557777 4105 0.043
SPDR® S&P 500® ETF 2025-08-31 1.2051 0.3228 9112094 112079 1.2453
iShares Core S&P 500 ETF 2025-08-31 1.1999 0.3224 9072931 0 0
Vanguard Growth Index Investor 2025-07-31 1.0532 0.5447 7963939 28423 0.3582
MFS Large Cap Value Equity 2025-06-30 0.8673 2.4449 6557867 -223956 -3.3023
MFS Value A 2025-07-31 0.8622 2.6163 6519748 -38119 -0.5813
Capital Group Wash Mutual Invtrs Comp 2025-06-30 0.8517 0.6749 6439889 103800 1.6382
American Funds Washington Mutual A 2025-06-30 0.8517 0.6749 6439889 103800 1.6382
SPDR® Dow Jones Industrial Avrg ETF Tr 2025-08-31 0.7053 3.1645 5333032 -9216 -0.1725
Vanguard Institutional Index I 2025-07-31 0.6028 0.3112 4558065 -50841 -1.1031
American Funds Fundamental Invs A 2025-06-30 0.5791 0.6027 4379223 -837797 -16.0589
Capital Group Fundamental Invtrs Comp 2025-06-30 0.5791 0.6027 4379223 -837797 -16.0589
American Funds American Balanced A 2025-06-30 0.5755 0.3632 4351946 -354907 -7.5402
Fidelity Series Large Cap Stock 2025-07-31 0.5631 4.2267 4257906 82600 1.9783

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Mortimer J Buckley 2025-08-19 Purchase 2200 226.1
David Christopher Raymond 2025-08-08 Sell 3771 229.94
Gilbert Ray Cisneros, Jr. 2025-05-30 Purchase 207.06
Brendan J Nelson 2025-05-15 Sell 640 206.28
Jeffrey S Shockey 2025-05-13 Sell 3205 202.87
Jefferson Shreve 2025-05-12 Sell 198.4
Marjorie Taylor Greene 2025-05-05 Purchase 186.42
David Christopher Raymond 2025-05-02 Sell 3899 187.01
Bruce Westerman 2025-04-21 Sell 159.5
Bruce Westerman 2025-04-08 Purchase 139.2
Robert Bresnahan, Jr. 2025-04-08 Sell 139.2
Julie Johnson 2025-04-01 Sell 167.92
Gilbert Ray Cisneros, Jr. 2025-03-31 Purchase 170.66
Robert Bresnahan, Jr. 2025-02-25 Purchase 178.36
Jefferson Shreve 2025-02-24 Sell 180.12
Uma M Amuluru 2025-02-20 Sell 3159 180.69

Major Indices