Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-12-31 9.0335 0.2235 70989438 1367185 1.9637
FMR Inc 2025-12-31 6.746 0.5869 53012948 6867179 14.8815
BlackRock Inc 2025-09-30 6.5261 0.1938 51285080 1343534 2.6902
State Street Corp 2025-09-30 4.4161 0.2597 34703959 111087 0.3211
Newport Trust Co. 2025-12-31 3.7521 15.3178 29485294 286848 0.9824
Capital World Investors 2025-12-31 3.4599 0.8029 27189639 -1170087 -4.1259
Geode Capital Management, LLC 2025-12-31 2.1665 0.2271 17025435 148239 0.8783
Loomis, Sayles & Company LP 2025-12-31 1.8019 3.7063 14160059 -210794 -1.4668
T. Rowe Price Associates, Inc. 2025-09-30 1.7161 0.3114 13486208 -2277977 -14.4503
Bank of America Corp 2025-09-30 1.3962 0.1606 10972284 446027 4.2373
JPMorgan Chase & Co 2025-09-30 1.3706 0.0696 10771022 5822663 117.6686
Jennison Associates LLC 2025-12-31 1.2933 1.3249 10163707 -1201569 -10.5723
Massachusetts Financial Services Company 2025-12-31 1.2304 0.677 9669304 73026 0.761
Morgan Stanley - Brokerage Accounts 2025-09-30 1.2268 0.126 9640429 -289397 -2.9144
Pentwater Capital Management LP 2025-12-31 0.8411 7.5449 6610000 2277500 52.5678
Northern Trust Corp 2025-09-30 0.8101 0.1758 6366037 -10554 -0.1655
Nuveen, LLC 2025-12-31 0.7687 0.3434 6040473 -60883 -0.9979
Fisher Asset Management, LLC 2025-12-31 0.7178 0.418 5640900 135860 2.4679
Royal Bank of Canada 2025-09-30 0.5941 0.1651 4668344 -3826108 -45.0424
UBS Group AG 2025-09-30 0.5756 0.1529 4523638 -263587 -5.506

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 3.152 0.2689 24769585 106823 0.4331
Vanguard 500 Index Investor 2026-02-28 2.5627 0.3025 20138856 191310 0.9591
iShares Core S&P 500 ETF 2026-03-31 1.2846 0.279 10095088 -5496 -0.0544
Fidelity 500 Index 2026-02-28 1.2681 0.3027 9965292 16426 0.1651
State Street® SPDR® S&P 500® ETF 2026-03-31 1.1597 0.279 9113708 -22393 -0.2451
Vanguard Growth Index Investor 2026-02-28 1.0915 0.5809 8577312 26063 0.3048
American Funds Growth Fund of Amer A 2025-12-31 1.0228 0.5194 8037304 -5147232 -39.0399
Capital Group Growth Fnd of Amer Comp 2025-12-31 1.0228 0.5194 8037304 -5147232 -39.0399
Capital Group Wash Mutual Invtrs Comp 2025-12-31 0.8195 0.6715 6439889 0 0
American Funds Washington Mutual A 2025-12-31 0.8195 0.6715 6439889 0 0
MFS Large Cap Value Equity 2025-12-31 0.8105 2.5191 6369007 -30020 -0.4691
iShares US Aerospace & Defense ETF 2026-03-31 0.7624 8.9124 5991146 -48950 -0.8104
Strategic Advisers Fidelity US TtlStk 2026-02-28 0.7534 0.61 5920790 300091 5.339
MFS Value A 2026-02-28 0.7386 2.3603 5803876 -470599 -7.5002
State Street®SPDR®DowJonesIndstrAvgETFTr 2026-03-31 0.7024 2.6375 5519968 -15385 -0.2779
Fidelity Series Large Cap Stock 2026-02-28 0.6999 4.8778 5499986 0 0
Fidelity Contrafund 2026-02-28 0.6425 0.6771 5048985 385761 8.2724
American Funds American Balanced A 2025-12-31 0.603 0.3815 4738992 200000 4.4063
Vanguard Institutional Index I 2026-02-28 0.5645 0.3023 4435702 -33862 -0.7576
State Street® IndstrlSelSectSPDR®ETF 2026-03-31 0.5553 3.0907 4364108 -30240 -0.6882

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Mortimer J Buckley 2026-03-03 Purchase 2230 224.2
Uma M Amuluru 2026-02-24 Sell 1503 233.78
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
Julia Letlow 2026-02-02 Purchase 233.04
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

Major Indices