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Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2024-09-30 9.0802 0.4259 86897056 630450 0.7308
BlackRock Inc 2024-06-30 7.7928 0.434 74577218 2111241 2.9134
State Street Corp 2024-09-30 5.1209 0.5466 49007404 864193 1.795
FMR Inc 2024-09-30 2.732 0.4354 26144887 -4181223 -13.7875
Capital Research Global Investors 2024-09-30 2.5444 1.3852 24350074 189864 0.7859
Geode Capital Management, LLC 2024-09-30 2.0669 0.4369 19780318 257501 1.319
Morgan Stanley - Brokerage Accounts 2024-09-30 2.0093 0.3816 19228957 -19676045 -50.5746
Capital Research & Mgmt Co - Division 3 2024-09-30 1.9808 0.996 18956721 680074 3.721
JPMorgan Chase & Co 2024-09-30 1.5348 0.3064 14687808 1809263 14.0487
Fisher Asset Management, LLC 2024-09-30 1.2828 1.377 12276551 314530 2.6294
Capital World Investors 2024-09-30 1.2476 0.5066 11939101 116800 0.988
NORGES BANK 2024-06-30 1.0692 0.393 10231777 -265794 -2.532
Bank of America Corp 2024-09-30 1.0339 0.2248 9894596 -156849 -1.5605
Northern Trust Corp 2024-09-30 0.9915 0.4251 9488260 -603700 -5.982
Legal & General Group PLC 2024-09-30 0.9363 0.5111 8959932 630245 7.5663
Wellington Management Company LLP 2024-09-30 0.9098 0.4174 8707240 -229542 -2.5685
Nuveen Asset Management, LLC 2024-09-30 0.8866 0.6521 8484711 -1164973 -12.0727
Goldman Sachs Group Inc 2024-09-30 0.852 0.3593 8153214 -195646 -2.3434
UBS Asset Mgmt Americas Inc 2024-09-30 0.8418 0.5665 8055687 -423869 -4.9987
Valueact Holdings, L.p. 2024-09-30 0.818 25.7865 7828618 3914309 100

Top Mutual Fund Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Total Stock Mkt Idx Inv 2024-11-30 3.0238 0.5199 28937669 -122588 -0.4218
Vanguard Institutional 500 Index Trust 2024-11-30 2.7224 0.6267 26053652 370941 1.4443
Capital Group Growth Fnd of Amer Comp 2024-09-30 1.4295 1.2824 13679966 622285 4.7657
American Funds Growth Fund of Amer A 2024-09-30 1.4295 1.2824 13679966 622285 4.7657
SPDR® S&P 500® ETF Trust 2024-11-30 1.2498 0.6255 11960212 70680 0.5945
Fidelity 500 Index 2024-10-31 1.2427 0.5847 11892439 -19539 -0.164
iShares Core S&P 500 ETF 2024-11-30 1.1444 0.6254 10951521 0 0
Vanguard Growth Index Investor 2024-11-30 0.9783 1.0968 9362199 50302 0.5402
VA CollegeAmerica Amcap 529A 2024-09-30 0.8362 2.4452 8002181 -373693 -4.4615
Capital Group AMCAP Composite 2024-09-30 0.8362 2.4452 8002181 -373693 -4.4615
Capital Group Investment Co of Amer Comp 2024-09-30 0.8139 1.3951 7788780 522089 7.1847
American Funds Invmt Co of Amer A 2024-09-30 0.8139 1.3951 7788780 522089 7.1847
The Technology Select Sector SPDR® ETF 2024-11-30 0.7873 3.4152 7534162 0 0
Vanguard Institutional Index I 2024-11-30 0.6409 0.6259 6133776 -24399 -0.3962
Vanguard Information Technology ETF 2024-11-30 0.5883 1.8945 5630157 -112811 -1.9643
SPDR® Dow Jones Industrial Avrg ETF Tr 2024-11-30 0.5679 4.5126 5434408 49152 0.9127
American Funds Fundamental Invs A 2024-09-30 0.528 0.9751 5052543 -1833 -0.0363
Capital Group Fundamental Invtrs Comp 2024-09-30 0.528 0.9751 5052543 -1833 -0.0363
State St S&P 500® Indx SL Cl III 2024-11-30 0.4906 0.6221 4695141 -2400 -0.0511
Fidelity Growth Compy Commingled Pl S 2024-10-31 0.4457 1.3918 4265676 -126330 -2.8764

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
G Mason Morfit 2024-12-20 Sell 15353 340.55
G Mason Morfit 2024-12-18 Sell 722300 346.11
Marc Benioff 2024-12-18 Sell 317105 346.78
Miguel Milano 2024-11-25 Sell 719 342.81
Brian Millham 2024-11-22 Sell 14808 338.95
Josh Gottheimer 2024-11-14 Purchase 0 331.56
Josh Gottheimer 2024-11-13 Purchase 0 341.72
Josh Gottheimer 2024-11-12 Purchase 0 341.2
Parker Harris 2024-11-05 Sell 3970 296.74
Sundeep G Reddy 2024-11-01 Sell 500 290.23
Brian Millham 2024-10-29 Sell 60522 300
Parker Harris 2024-10-29 Sell 4200 298.04
Jonathan L. Jackson 2024-10-28 Purchase 0 293.81
Brian Millham 2024-10-24 Sell 969 286.56
Amy E Weaver 2024-10-23 Sell 897 285.29
Sundeep G Reddy 2024-10-23 Sell 413 285.29
Brian Millham 2024-10-22 Sell 6161 289.75
Parker Harris 2024-10-22 Sell 4200 288.82
Parker Harris 2024-10-15 Sell 4200 289.87
Parker Harris 2024-10-08 Sell 4200 288.42

Major Indices