Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-12-31 11.9937 0.1275 108142822 -1450922 -1.3239
BlackRock Inc 2026-03-31 9.1672 0.1076 82657510 -1719961 -2.0384
State Street Corp 2026-03-31 4.9366 0.1145 44511441 -1217349 -2.6621
Franklin Resources Inc 2026-03-31 3.9976 0.6577 36044752 3886349 12.085
Geode Capital Management, LLC 2026-03-31 2.4427 0.1023 22024789 -217592 -0.9783
Capital World Investors 2026-03-31 2.0647 0.1892 18616287 -919762 -4.708
FMR Inc 2026-03-31 1.6756 0.0593 15108705 -764839 -4.8183
Dimensional Fund Advisors, Inc. 2026-03-31 1.5777 0.2201 14225518 77100 0.5449
AQR Capital Management LLC 2026-03-31 1.5408 0.4714 13892622 3008833 27.6451
Harris Associates L.P. 2026-03-31 1.4925 1.3362 13457709 -3950036 -22.6913
D. E. Shaw & Co LP 2026-03-31 1.3661 0.5518 12318039 -172390 -1.3802
Amvescap Plc. 2026-03-31 1.3439 0.1382 12117292 1957575 19.268
Morgan Stanley - Brokerage Accounts 2026-03-31 1.2959 0.0525 11684687 -1506341 -11.4194
NORGES BANK 2025-12-31 1.253 0.0983 11297642 2268603 25.1256
Viking Global Investors LP 2026-03-31 1.0178 1.9125 9176943 2370848 34.8342
Northern Trust Corp 2026-03-31 1.0016 0.0889 9031402 -173669 -1.8867
Charles Schwab Investment Management Inc 2026-03-31 0.963 0.0988 8682634 -313417 -3.4839
UBS Asset Mgmt Americas Inc 2026-03-31 0.9381 0.131 8458105 212244 2.5739
Hotchkis & Wiley Capital Management LLC 2026-03-31 0.9364 1.9403 8443550 -1947992 -18.7459
Bank of America Corp 2026-03-31 0.9253 0.0454 8343110 -281480 -3.2637

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 3.1938 0.1001 28797450 87533 0.3049
Vanguard 500 Index Investor 2026-04-30 2.5988 0.1123 23432473 421058 1.8298
Vanguard Mid Cap Index Institutional 2026-04-30 2.1705 0.7015 19570738 42773 0.219
Putnam Large Cap Value A 2026-04-30 1.6321 2.2537 14716190 0 0
iShares Core S&P 500 ETF 2026-04-30 1.2968 0.1124 11692471 34320 0.2944
Fidelity 500 Index 2026-03-31 1.2803 0.1203 11544363 -327466 -2.7583
State Street® SPDR® S&P 500® ETF 2026-04-30 1.196 0.1123 10783866 35242 0.3279
Capital Group Growth Fnd of Amer Comp 2026-03-31 1.1091 0.2432 10000000 -1135982 -10.201
American Funds Growth Fund of Amer A 2026-03-31 1.1091 0.2432 10000000 -1135982 -10.201
Vanguard Value Index Inv 2026-04-30 0.9293 0.2696 8378872 24126 0.2888
Vanguard Windsor II Inv 2026-03-31 0.9126 0.9961 8228468 -1487300 -15.3081
Vanguard Mid-Cap Value ETF 2026-04-30 0.6533 1.2293 5890484 10253 0.1744
Oakmark Investor 2026-03-31 0.5747 1.5708 5182100 -1561000 -23.1496
American Funds Washington Mutual A 2026-03-31 0.5739 0.1933 5174640 307012 6.3072
Capital Group Wash Mutual Invtrs Comp 2026-03-31 0.5739 0.1933 5174640 307012 6.3072
Vanguard Institutional Index I 2026-04-30 0.555 0.1122 5004286 -88706 -1.7417
iShares MSCI USA Value Factor ETF 2026-04-30 0.5476 3.1514 4937827 3851 0.0781
State St S&P 500® Idx SL Cl I 2026-04-30 0.5405 0.1119 4873088 47551 0.9854
State Street® CnsmrDiscSelSectSPDR®ETF 2026-04-30 0.5319 1.5932 4796200 54032 1.1394
Vanguard Institutional 500 Index Trust 2026-04-30 0.4524 0.1123 4079551 -3390 -0.083

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Ro Khanna 2026-02-05 Sell 83.32
Ro Khanna 2026-01-29 Purchase 86.14
Ro Khanna 2026-01-22 Sell 81
Thomas H. Kean, Jr. 2026-01-07 Sell 81.89
Ro Khanna 2025-11-20 Sell 68.01
Christopher Hatto 2025-11-12 Sell 7724 72
Ro Khanna 2025-11-12 Sell 71.86
Christopher Hatto 2025-10-28 Sell 15697 70
Mark L Reuss 2025-10-22 Sell 260600 66.45
Christopher Hatto 2025-09-26 Sell 23400 61.01
Rory Harvey 2025-09-26 Sell 6600 61.95
Mark L Reuss 2025-09-25 Sell 136161 60.12
Mark L Reuss 2025-09-24 Sell 26869 60.03
Mary T Barra 2025-09-24 Sell 753720 59.95
Mary T Barra 2025-09-23 Sell 23818 59.9
Mary T Barra 2025-09-12 Sell 29486 59.92
Rory Harvey 2025-09-12 Sell 4459 59.95
Mary T Barra 2025-08-29 Sell 87839 58.13
Mary T Barra 2025-08-28 Sell 907024 58.24
Christopher Hatto 2025-08-27 Sell 14667 59

Major Indices