Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-12-31 9.0392 0.2235 70989438 1367185 1.9637
FMR Inc 2025-12-31 6.7503 0.5869 53012948 6867179 14.8815
BlackRock Inc 2025-09-30 6.5302 0.1938 51285080 1343534 2.6902
State Street Corp 2025-09-30 4.4189 0.2597 34703959 111087 0.3211
Newport Trust Co. 2025-12-31 3.7544 15.3178 29485294 286848 0.9824
Capital World Investors 2025-09-30 3.6111 0.8362 28359726 695491 2.514
Geode Capital Management, LLC 2025-09-30 2.0999 0.226 16491682 174844 1.0716
Capital Research Global Investors 2025-09-30 1.9669 0.6255 15446780 -19260499 -55.4941
Loomis, Sayles & Company LP 2025-12-31 1.803 3.7063 14160059 -210794 -1.4668
T. Rowe Price Associates, Inc. 2025-09-30 1.7172 0.3114 13486208 -2277977 -14.4503
Bank of America Corp 2025-09-30 1.3971 0.1606 10972284 446027 4.2373
JPMorgan Chase & Co 2025-09-30 1.3715 0.0696 10771022 5822663 117.6686
Jennison Associates LLC 2025-12-31 1.2942 1.3249 10163707 -1201569 -10.5723
Massachusetts Financial Services Company 2025-12-31 1.2312 0.677 9669304 73026 0.761
Morgan Stanley - Brokerage Accounts 2025-09-30 1.2275 0.126 9640429 -289397 -2.9144
Pentwater Capital Management LP 2025-12-31 0.8417 7.5449 6610000 2277500 52.5678
Northern Trust Corp 2025-09-30 0.8106 0.1758 6366037 -10554 -0.1655
Nuveen, LLC 2025-09-30 0.7645 0.342 6003806 -98405 -1.6126
Fisher Asset Management, LLC 2025-09-30 0.701 0.43 5505040 177597 3.3336
Royal Bank of Canada 2025-09-30 0.5944 0.1651 4668344 -3826108 -45.0424

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 3.1404 0.2744 24662762 55858 0.227
Vanguard 500 Index Investor 2026-01-31 2.54 0.3084 19947546 124334 0.6272
iShares Core S&P 500 ETF 2026-02-25 1.27 0.3034 9973917 4014745 67.3709
Fidelity 500 Index 2025-12-31 1.2609 0.2906 9902748 353181 3.6984
State Street® SPDR® S&P 500® ETF 2026-02-26 1.1769 0.3038 9242383 -16416 -0.1773
Vanguard Growth Index Investor 2026-01-31 1.0888 0.571 8551249 52332 0.6157
American Funds Growth Fund of Amer A 2025-12-31 1.0234 0.5194 8037304 -5147232 -39.0399
Capital Group Growth Fnd of Amer Comp 2025-12-31 1.0234 0.5194 8037304 -5147232 -39.0399
American Funds Washington Mutual A 2025-12-31 0.82 0.6715 6439889 0 0
Capital Group Wash Mutual Invtrs Comp 2025-12-31 0.82 0.6715 6439889 0 0
MFS Large Cap Value Equity 2025-12-31 0.811 2.5191 6369007 -30020 -0.4691
MFS Value A 2026-01-31 0.7989 2.6401 6274475 6274475 0
Fidelity Series Large Cap Stock 2025-12-31 0.707 4.9079 5552186 -118575 -2.091
State Street® Dow Jones Indstr AvrgETFTr 2026-02-26 0.706 2.8511 5544584 -43078 -0.7709
Strategic Advisers Fidelity US TtlStk 2025-12-31 0.705 0.5854 5536310 -108007 -1.9136
iShares US Aerospace & Defense ETF 2026-02-25 0.6738 7.7272 5291924 139298 2.7034
American Funds American Balanced A 2025-12-31 0.6034 0.3815 4738992 200000 4.4063
State Street® IndstrlSelSectSPDR®ETF 2026-02-26 0.5839 3.3161 4585970 24282 0.5323
Vanguard Institutional Index I 2026-01-31 0.5691 0.3086 4469564 -10712 -0.2391
American Funds Fundamental Invs A 2025-12-31 0.5453 0.5748 4282708 -96515 -2.2039

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Ann M Schmidt 2026-02-17 Sell 6281 243.37
Howard E Mckenzie 2026-02-05 Sell 10497 233.99
Uma M Amuluru 2026-02-04 Sell 2731 236
Gilbert Ray Cisneros, Jr. 2025-12-19 Purchase 214.18
David Rouzer 2025-12-09 Sell 200.54
Julie Johnson 2025-12-03 Sell 202.41
Dana S Deasy 2025-11-24 Purchase 554 178.88
Gilbert Ray Cisneros, Jr. 2025-11-12 Sell 195.63
Uma M Amuluru 2025-11-06 Sell 1366 197.66
Val T. Hoyle 2025-09-23 Sell 216.3
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

Major Indices