Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
BlackRock Inc 2026-03-31 7.3627 0.2024 58192341 4224207 7.8272
FMR Inc 2026-03-31 7.1962 0.5963 56876382 3863434 7.2877
Vanguard Capital Management, LLC 2026-03-31 6.4534 0.2511 51005657 51005657 0
State Street Corp 2026-03-31 4.735 0.2572 37424293 332543 0.8965
Capital World Investors 2026-06-30 3.8799 0.7842 30665928 4938125 19.1937
Newport Trust Co. 2026-06-30 3.5756 14.7493 28260770 -404054 -1.4096
Geode Capital Management, LLC 2026-03-31 2.2235 0.2166 17573729 548294 3.2204
Loomis, Sayles & Company LP 2026-06-30 1.7606 3.7754 13915261 -146693 -1.0432
Vanguard Portfolio Management, LLC 2026-03-31 1.6498 0.1356 13039407 13039407 0
T. Rowe Price Associates, Inc. 2026-03-31 1.5021 0.2732 11872323 365877 3.1798
Bank of America Corp 2026-03-31 1.4623 0.1682 11557837 513028 4.645
Morgan Stanley - Brokerage Accounts 2026-03-31 1.334 0.1264 10543931 -69897 -0.6585
Jennison Associates LLC 2026-06-30 1.2048 1.2364 9522431 -710070 -6.9394
Capital Research Global Investors 2026-06-30 1.1416 0.2725 9023177 4954050 121.7472
Massachusetts Financial Services Company 2026-03-31 1.105 0.5834 8733419 -935885 -9.6789
UBS Group AG 2026-03-31 0.9023 0.213 7131308 1852530 35.0939
Northern Trust Corp 2026-03-31 0.819 0.1703 6472901 125650 1.9796
Pentwater Capital Management LP 2026-06-30 0.7844 8.2078 6200000 -869500 -12.2993
Fisher Asset Management, LLC 2026-06-30 0.7662 0.3903 6055655 203447 3.4764
Royal Bank of Canada 2026-03-31 0.735 0.2028 5809134 -377292 -6.0987

Top Mutual Fund Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard MStar Total Stk Mkt Idx Invest 2026-07-31 3.1759 0.2361 25101132 71430 0.2854
Vanguard 500 Index Investor 2026-07-31 2.6184 0.2645 20694708 217140 1.0604
iShares Core S&P 500 ETF 2026-08-31 1.3281 0.2471 10497279 -16488 -0.1568
Fidelity 500 Index 2026-07-31 1.2897 0.2645 10193569 80991 0.8009
State Street® SPDR® S&P 500® ETF 2026-08-31 1.2224 0.2474 9661634 2280 0.0236
Capital Group Growth Fnd of Amer Comp 2026-06-30 1.1949 0.5729 9444408 1672506 21.5199
American Funds Growth Fd of Amer A 2026-06-30 1.1949 0.5729 9444408 1672506 21.5199
Vanguard MStar Growth Index Investor 2026-07-31 1.0671 0.4892 8433969 -50544 -0.5957
Strategic Advisers Fidelity US TtlStk 2026-07-31 0.8254 0.5435 6523949 127300 1.9901
American Funds Washington Mutual A 2026-06-30 0.8148 0.6365 6439889 0 0
Capital Group Wash Mutual Invtrs Comp 2026-06-30 0.8148 0.6365 6439889 0 0
Fidelity Series Large Cap Stock 2026-07-31 0.7994 4.5826 6317886 287700 4.771
Fidelity Contrafund 2026-07-31 0.7836 0.7752 6193266 101231 1.6617
American Funds American Balanced A 2026-06-30 0.7805 0.4635 6168857 1227104 24.8314
iShares US Aerospace & Defense ETF 2026-08-31 0.753 9.0761 5951335 0 0
State Street®SPDR®DowJonesIndstrAvgETFTr 2026-08-31 0.6421 2.3196 5075224 -23736 -0.4655
Capital Group Fundamental Invtrs Comp 2026-06-30 0.6313 0.5961 4989805 1817014 57.2686
American Funds Fundamental Invs A 2026-06-30 0.6313 0.5961 4989805 1817014 57.2686
State Street® IndstrlSelSectSPDR®ETF 2026-08-31 0.5789 2.9764 4575833 -18840 -0.41
MFS Large Cap Value Equity 2026-06-30 0.5496 1.8456 4343960 -1281204 -22.7763

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