Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-12-31 3.4803 1.9153 421013782 8128234 1.9686
BlackRock Inc 2025-09-30 2.9638 1.5287 358535293 -3006750 -0.8316
JPMorgan Chase & Co 2025-09-30 1.6455 1.4523 199059484 107434176 117.2538
State Street Corp 2025-09-30 1.5388 1.5721 186149073 -2765052 -1.4637
J Stern & Co LLP 2025-12-31 0.9266 9.553 112091870 111699704 28482.7609
FMR Inc 2025-12-31 0.9001 1.7422 108887778 -1216547 -1.1049
Geode Capital Management, LLC 2025-12-31 0.8938 2.0843 108118036 -118752 -0.1097
Capital Research & Mgmt Co - Division 3 2025-12-31 0.6964 4.1438 84244686 -2005497 -2.3252
T. Rowe Price Associates, Inc. 2025-09-30 0.595 1.8756 71982882 -2201484 -2.9676
Morgan Stanley - Brokerage Accounts 2025-09-30 0.5845 1.0427 70709406 -2872255 -3.9035
NORGES BANK 2025-12-31 0.4766 1.9357 57659864 33427539 137.9461
Northern Trust Corp 2025-09-30 0.444 1.6735 53714386 -480143 -0.886
AllianceBernstein L.P. 2025-09-30 0.3309 3.0703 40032291 2209203 5.8409
Bank of America Corp 2025-09-30 0.2673 0.5342 32337981 205886 0.6407
Sanders Capital, LLC 2025-12-31 0.2638 11.5349 31914021 -1752685 -5.206
Charles Schwab Investment Management Inc 2025-12-31 0.2595 1.5306 31390056 -30429 -0.0968
Legal & General Group PLC 2025-12-31 0.2569 2.1624 31071677 -1511655 -4.6394
Bank of New York Mellon Corp 2025-09-30 0.2496 1.3195 30199784 -961427 -3.0853
UBS Asset Mgmt Americas Inc 2025-09-30 0.2465 1.5772 29823473 -8844231 -22.8724
Nuveen, LLC 2025-12-31 0.2426 2.4111 29343955 -233576 -0.7897

Top Mutual Fund Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Total Stock Mkt Idx Inv 2026-02-28 1.2023 2.1611 145447681 633694 0.4376
Vanguard 500 Index Investor 2026-02-28 0.9887 2.4585 119599097 1137182 0.96
iShares Core S&P 500 ETF 2026-03-31 0.4969 2.3946 60115017 -32724 -0.0544
Fidelity 500 Index 2026-02-28 0.4892 2.4602 59176562 96804 0.1639
State Street® SPDR® S&P 500® ETF 2026-03-31 0.4483 2.3927 54232398 -133280 -0.2452
Vanguard Growth Index Investor 2026-02-28 0.4001 4.4863 48400386 145827 0.3022
Invesco QQQ Trust 2026-03-31 0.343 3.1918 41495816 16080 0.0388
Capital Group Growth Fnd of Amer Comp 2025-12-31 0.2544 2.8749 30780237 -1757872 -5.4025
American Funds Growth Fund of Amer A 2025-12-31 0.2544 2.8749 30780237 -1757872 -5.4025
JPMorgan Large Cap Growth I 2026-02-28 0.2468 8.1717 29854823 1930924 6.915
Vanguard Institutional Index I 2026-02-28 0.2178 2.4572 26345480 -196087 -0.7388
State St S&P 500® Indx SL Cl III 2026-03-31 0.2064 2.3702 24964736 176800 0.7133
Vanguard Institutional 500 Index Trust 2026-02-28 0.1726 2.4555 20881564 123432 0.5946
Capital Group Fundamental Invtrs Comp 2025-12-31 0.1656 3.8867 20036843 -951422 -4.5331
American Funds Fundamental Invs A 2025-12-31 0.1656 3.8867 20036843 -951422 -4.5331
American Funds American Balanced A 2025-12-31 0.159 2.2381 19237318 -356273 -1.8183
Equity Index Fund A 2025-12-31 0.1525 2.4964 18442946 -295279 -1.5758
Equity Index Non-Lendable Fund B 2025-12-31 0.1525 2.4964 18442946 18442946 0
Equity Index Fund E 2025-12-31 0.1525 2.4964 18442946 -295279 -1.5758
Blackrock Eq Idx Fund CF 2026-03-31 0.1396 2.3818 16892273 33184 0.1968

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Amie Thuener O'toole 2026-04-01 Sell 617 289.63
John Fetterman 2026-03-30 Purchase 273.14
John Kent Walker 2026-03-27 Sell 8993 275.89
Sundar Pichai 2026-03-18 Sell 32500 307.89
John L Hennessy 2026-03-16 Sell 1050 303.41
Cleo Fields 2026-03-16 Purchase 304.42
Ro Khanna 2026-03-06 Purchase 298.3
Sundar Pichai 2026-03-04 Sell 32500 303.38
Amie Thuener O'toole 2026-03-03 Sell 955 298
Frances Arnold 2026-03-02 Sell 112 302.99
Ro Khanna 2026-02-23 Sell 311.69
Sundar Pichai 2026-02-18 Sell 32500 303.92
John Kent Walker 2026-02-17 Sell 47574 301.45
John L Hennessy 2026-02-13 Sell 600 306.73
Ro Khanna 2026-02-05 Sell 331.33
Sundar Pichai 2026-02-04 Sell 32500 335.18
Ro Khanna 2026-02-04 Sell 333.34
Amie Thuener O'toole 2026-02-02 Sell 933 336.55
2017 Gp L.L.C. Gv 2026-01-30 Sell 1845308 19
Frances Arnold 2026-01-29 Sell 102 340

Major Indices