Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-12-31 9.0054 0.2235 70989438 1367185 1.9637
BlackRock Inc 2026-03-31 7.382 0.2024 58192341 4224207 7.8272
FMR Inc 2026-03-31 7.215 0.5963 56876382 3863434 7.2877
State Street Corp 2026-03-31 4.7475 0.2572 37424293 332543 0.8965
Newport Trust Co. 2026-03-31 3.6363 14.008 28664824 -820470 -2.7826
Capital World Investors 2026-03-31 3.2637 0.6985 25727803 -1461836 -5.3764
Geode Capital Management, LLC 2026-03-31 2.2293 0.2166 17573729 548294 3.2204
Loomis, Sayles & Company LP 2026-03-31 1.7838 3.7654 14061954 -98105 -0.6928
T. Rowe Price Associates, Inc. 2026-03-31 1.5061 0.2732 11872323 365877 3.1798
Bank of America Corp 2026-03-31 1.4662 0.1682 11557837 513028 4.645
Morgan Stanley - Brokerage Accounts 2026-03-31 1.3375 0.1264 10543931 -69897 -0.6585
Jennison Associates LLC 2026-03-31 1.298 1.4005 10232501 68794 0.6769
Massachusetts Financial Services Company 2026-03-31 1.1079 0.5834 8733419 -935885 -9.6789
UBS Group AG 2026-03-31 0.9046 0.213 7131308 1852530 35.0939
Pentwater Capital Management LP 2026-03-31 0.8968 7.2965 7069500 459500 6.9516
Northern Trust Corp 2026-03-31 0.8211 0.1703 6472901 125650 1.9796
Fisher Asset Management, LLC 2026-03-31 0.7424 0.395 5852208 211308 3.746
Royal Bank of Canada 2026-03-31 0.7369 0.2028 5809134 -377292 -6.0987
Amvescap Plc. 2026-03-31 0.735 0.1765 5793797 33909 0.5887
Ameriprise Financial Inc 2026-03-31 0.6564 0.2385 5174522 363583 7.5574

Top Mutual Fund Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Total Stock Mkt Idx Inv 2026-04-30 3.1745 0.2591 25024439 84413 0.3385
Vanguard 500 Index Investor 2026-04-30 2.5832 0.2908 20363684 365462 1.8275
iShares Core S&P 500 ETF 2026-04-30 1.2886 0.2909 10158110 29770 0.2939
Fidelity 500 Index 2026-03-31 1.2723 0.2792 10029483 64191 0.6441
State Street® SPDR® S&P 500® ETF 2026-04-30 1.1912 0.2914 9390650 30619 0.3271
Vanguard Growth Index Investor 2026-04-30 1.0817 0.5348 8527248 44238 0.5215
American Funds Growth Fund of Amer A 2026-03-31 0.9859 0.5049 7771902 -265402 -3.3021
Capital Group Growth Fnd of Amer Comp 2026-03-31 0.9859 0.5049 7771902 -265402 -3.3021
American Funds Washington Mutual A 2026-03-31 0.8169 0.6428 6439889 0 0
Capital Group Wash Mutual Invtrs Comp 2026-03-31 0.8169 0.6428 6439889 0 0
Strategic Advisers Fidelity US TtlStk 2026-03-31 0.7979 0.5848 6289632 368842 6.2296
iShares US Aerospace & Defense ETF 2026-04-30 0.7743 10.2478 6103731 34265 0.5645
Fidelity Series Large Cap Stock 2026-03-31 0.7167 4.5343 5650086 150100 2.7291
MFS Large Cap Value Equity 2026-03-31 0.7136 2.1774 5625164 -743843 -11.6791
MFS Value A 2026-04-30 0.7011 2.4029 5527123 -98041 -1.7429
State Street®SPDR®DowJonesIndstrAvgETFTr 2026-04-30 0.6717 2.8379 5295347 -40001 -0.7497
American Funds American Balanced A 2026-03-31 0.6269 0.3731 4941753 202761 4.2786
Fidelity Contrafund 2026-03-31 0.6263 0.6227 4937330 -111655 -2.2114
Vanguard Institutional Index I 2026-04-30 0.5515 0.2904 4347350 -77311 -1.7473
State Street® IndstrlSelSectSPDR®ETF 2026-04-30 0.5507 3.3033 4341328 -18900 -0.4335

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Maria Elvira Salazar 2026-03-19 Purchase 201.36
Maria Elvira Salazar 2026-03-19 Purchase 201.36
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

Major Indices