Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | 2025-09-30 | 8.372 | 0.3109 | 22694452 | 11436171 | 101.5801 |
| Vanguard Group Inc | 2025-12-31 | 8.331 | 0.1524 | 22583185 | 198332 | 0.886 |
| BlackRock Inc | 2025-09-30 | 6.8397 | 0.1484 | 18540596 | 392876 | 2.1649 |
| State Street Corp | 2025-09-30 | 3.8325 | 0.1653 | 10388900 | 2632 | 0.0253 |
| T. Rowe Price Associates, Inc. | 2025-09-30 | 2.7794 | 0.3686 | 7534293 | 598220 | 8.6248 |
| Capital World Investors | 2025-09-30 | 2.2996 | 0.3894 | 6233740 | 322582 | 5.4572 |
| FMR Inc | 2025-12-31 | 2.2282 | 0.1434 | 6040187 | -665755 | -9.9278 |
| Geode Capital Management, LLC | 2025-09-30 | 2.0597 | 0.1625 | 5583283 | 41505 | 0.7489 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 1.5714 | 0.1179 | 4259702 | -116088 | -2.653 |
| NORGES BANK | 2025-12-31 | 1.3594 | 0.1835 | 3685016 | 581232 | 18.7266 |
| Gates Bill & Melinda Foundation | 2025-12-31 | 1.3123 | 4.6838 | 3557378 | 0 | 0 |
| Harris Associates L.P. | 2025-12-31 | 1.1565 | 1.8447 | 3135045 | 978857 | 45.3976 |
| Bank of America Corp | 2025-09-30 | 1.056 | 0.0888 | 2862529 | -126973 | -4.2473 |
| State Farm Mutual Automobile Ins Co | 2025-09-30 | 1.0473 | 1.0823 | 2838973 | -70343 | -2.4179 |
| Northern Trust Corp | 2025-09-30 | 1.0356 | 0.1642 | 2807115 | -27636 | -0.9749 |
| Fisher Asset Management, LLC | 2025-09-30 | 1.0042 | 0.4505 | 2722018 | 141790 | 5.4953 |
| Parnassus Investments LLC | 2025-12-31 | 0.9746 | 3.1899 | 2642017 | -451317 | -14.59 |
| Wellington Management Company LLP | 2025-12-31 | 0.8989 | 0.1988 | 2436723 | 597087 | 32.4568 |
| Dimensional Fund Advisors, Inc. | 2025-12-31 | 0.7388 | 0.1956 | 2002728 | -43400 | -2.1211 |
| UBS Group AG | 2025-09-30 | 0.694 | 0.1348 | 1881190 | -412356 | -17.979 |
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 | 2.9827 | 0.2032 | 8085294 | 17292 | 0.2143 |
| Vanguard 500 Index Investor | 2026-01-31 | 2.3623 | 0.2237 | 6403583 | 39353 | 0.6183 |
| iShares Core S&P 500 ETF | 2026-02-25 | 1.1813 | 0.2637 | 3202234 | 496536 | 18.3515 |
| Fidelity 500 Index | 2025-12-31 | 1.1729 | 0.2 | 3179376 | -1496 | -0.047 |
| State Street® SPDR® S&P 500® ETF | 2026-02-26 | 1.0941 | 0.2633 | 2965820 | -5292 | -0.1781 |
| American Funds Washington Mutual A | 2025-12-31 | 1.0306 | 0.6247 | 2793631 | 994403 | 55.2683 |
| Capital Group Wash Mutual Invtrs Comp | 2025-12-31 | 1.0306 | 0.6247 | 2793631 | 994403 | 55.2683 |
| Vanguard Value Index Inv | 2026-01-31 | 0.8718 | 0.5477 | 2363178 | -822 | -0.0348 |
| T. Rowe Price U.S. Value Equity Tr-D | 2025-12-31 | 0.7657 | 2.4042 | 2075576 | 136905 | 7.0618 |
| Capital Group World Growth & Inc Cmp | 2025-12-31 | 0.7533 | 0.6678 | 2042064 | 433085 | 26.9168 |
| American Funds Capital World Gr&Inc A | 2025-12-31 | 0.7533 | 0.6678 | 2042064 | 433085 | 26.9168 |
| Parnassus Core Equity Investor | 2026-01-31 | 0.704 | 3.9298 | 1908339 | -43598 | -2.2336 |
| T. Rowe Price Value | 2025-12-31 | 0.587 | 2.3982 | 1591165 | -2281 | -0.1431 |
| T. Rowe Price US Value Equity Composite | 2025-12-31 | 0.587 | 2.3982 | 1591165 | 20264 | 1.29 |
| JPMorgan Equity Income I | 2025-12-31 | 0.5801 | 1.7027 | 1572402 | -11628 | -0.7341 |
| JPM US Equity Income-MA | 2025-12-31 | 0.5801 | 1.7054 | 1572402 | -101728 | -6.0765 |
| JPM US Equity Income-Composite | 2025-12-31 | 0.5801 | 1.7054 | 1572402 | -101728 | -6.0765 |
| Fidelity Contrafund | 2025-12-31 | 0.5755 | 0.412 | 1560144 | 84860 | 5.7521 |
| State Street® IndstrlSelSectSPDR®ETF | 2026-02-26 | 0.5432 | 2.8748 | 1472369 | 7790 | 0.5319 |
| Vanguard Institutional Index I | 2026-01-31 | 0.5294 | 0.2239 | 1435028 | -3428 | -0.2383 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Ro Khanna | 2026-01-29 | Purchase | 529.91 | |
| Ro Khanna | 2026-01-23 | Purchase | 514.92 | |
| Cory J Reed | 2026-01-14 | Sell | 12000 | 510 |
| John C May II | 2026-01-08 | Sell | 41472 | 501.49 |
| Markwayne Mullin | 2025-12-29 | Purchase | 469.88 | |
| Julie Johnson | 2025-12-18 | Sell | 475.1 | |
| John C May II | 2025-11-25 | Sell | 11106 | 500.08 |