Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 9.9734 | 0.7211 | 240349660 | 3731074 | 1.5768 |
| BlackRock Inc | 2025-09-30 | 8.6004 | 0.6728 | 207261021 | 3411739 | 1.6737 |
| State Street Corp | 2025-09-30 | 5.486 | 0.85 | 132206061 | -591274 | -0.4452 |
| JPMorgan Chase & Co | 2025-09-30 | 4.8667 | 0.6515 | 117281712 | 61179246 | 109.0491 |
| Geode Capital Management, LLC | 2025-09-30 | 2.3327 | 0.6627 | 56215455 | -4394021 | -7.2497 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 2.0014 | 0.5415 | 48231667 | 1246800 | 2.6536 |
| NORGES BANK | 2025-12-31 | 1.3884 | 0.7408 | 33459884 | 1530760 | 4.7942 |
| State Farm Mutual Automobile Ins Co | 2025-09-30 | 1.3109 | 4.8834 | 31590952 | -84540 | -0.2669 |
| Northern Trust Corp | 2025-09-30 | 1.2437 | 0.711 | 29972551 | -360490 | -1.1884 |
| Bank of America Corp | 2025-09-30 | 1.1793 | 0.3574 | 28419787 | 898834 | 3.266 |
| Bank of New York Mellon Corp | 2025-09-30 | 1.0224 | 0.8195 | 24637649 | 835146 | 3.5086 |
| Wellington Management Company LLP | 2025-12-31 | 0.9643 | 0.8428 | 23238388 | -2594389 | -10.043 |
| Charles Schwab Investment Management Inc | 2025-12-31 | 0.7898 | 0.6121 | 19034302 | 22243 | 0.117 |
| FMR Inc | 2025-12-31 | 0.7791 | 0.1981 | 18776671 | 5333244 | 39.6718 |
| Legal & General Group PLC | 2025-12-31 | 0.7778 | 0.8603 | 18744587 | -705477 | -3.6271 |
| Wells Fargo & Co | 2025-09-30 | 0.7657 | 0.6505 | 18452674 | 523338 | 2.9189 |
| Dimensional Fund Advisors, Inc. | 2025-12-31 | 0.716 | 0.7491 | 17255149 | -780773 | -4.329 |
| Massachusetts Financial Services Company | 2025-12-31 | 0.6801 | 1.0936 | 16388566 | -1172786 | -6.6782 |
| Franklin Resources Inc | 2025-09-30 | 0.6696 | 0.7462 | 16137501 | -1321924 | -7.5714 |
| UBS Asset Mgmt Americas Inc | 2025-09-30 | 0.6597 | 0.6401 | 15899109 | -3775060 | -19.1879 |
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 | 3.1486 | 0.8207 | 75878525 | 179982 | 0.2378 |
| Vanguard 500 Index Investor | 2026-01-31 | 2.5469 | 0.9227 | 61378036 | 383024 | 0.628 |
| iShares Core S&P 500 ETF | 2026-02-25 | 1.2734 | 0.9935 | 30687643 | 5674565 | 22.6864 |
| Fidelity 500 Index | 2025-12-31 | 1.2643 | 0.8521 | 30468861 | 53790 | 0.1769 |
| State Street® SPDR® S&P 500® ETF | 2026-02-26 | 1.1805 | 0.9925 | 28449055 | -50544 | -0.1773 |
| Vanguard Value Index Inv | 2026-01-31 | 0.92 | 2.2115 | 22170313 | -7487 | -0.0338 |
| State Street®HlthCrSelSectSPDR®ETF | 2026-02-26 | 0.7377 | 10.2896 | 17776908 | 66720 | 0.3767 |
| Vanguard Institutional Index I | 2026-01-31 | 0.5706 | 0.9233 | 13751963 | -32958 | -0.2391 |
| Vanguard Dividend Appreciation ETF | 2026-01-31 | 0.5488 | 2.4642 | 13225628 | -77526 | -0.5828 |
| State St S&P 500® Indx SL Cl III | 2026-01-31 | 0.5323 | 0.9156 | 12828837 | 129700 | 1.0213 |
| Vanguard Institutional 500 Index Trust | 2026-01-31 | 0.4463 | 0.9224 | 10755305 | 35057 | 0.327 |
| Vanguard High Dividend Yield ETF | 2026-01-31 | 0.402 | 2.4825 | 9688259 | 39800 | 0.4125 |
| Blackrock Eq Idx Fund CF | 2025-12-31 | 0.3625 | 0.8463 | 8735352 | -138639 | -1.5623 |
| Columbia Dividend Value | 2025-12-31 | 0.3213 | 3.5364 | 7741898 | 13386 | 0.1732 |
| Columbia Dividend Income Inst | 2026-01-31 | 0.319 | 3.746 | 7688665 | 1851195 | 31.7123 |
| Russell 1000 Index Fund | 2026-01-31 | 0.3132 | 0.8547 | 7546999 | 77638 | 1.0394 |
| Blackrock Russ 1000 Eq Idx Composite | 2025-12-31 | 0.3119 | 0.7949 | 7515446 | 37754 | 0.5049 |
| Vanguard Equity-Income Inv | 2025-12-31 | 0.3 | 2.3934 | 7229742 | -1383880 | -16.0662 |
| Vanguard Health Care ETF | 2026-01-31 | 0.2976 | 8.2179 | 7172432 | 2680913 | 59.6883 |
| MFS Large Cap Value Equity | 2025-12-31 | 0.2925 | 2.6573 | 7048595 | -288050 | -3.9262 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Timothy Schmid | 2026-02-20 | Sell | 1322 | 245.66 |
| Timothy Schmid | 2026-02-18 | Sell | 22623 | 244.33 |
| Vanessa Broadhurst | 2026-02-17 | Sell | 6197 | 243.39 |
| Thomas H. Kean, Jr. | 2026-01-23 | Sell | 220.29 | |
| Julie Johnson | 2025-12-18 | Sell | 208.23 | |
| Lloyd Doggett | 2025-12-09 | Purchase | 199.99 | |
| Thomas H. Kean, Jr. | 2025-11-20 | Sell | 203.29 | |
| Julie Johnson | 2025-11-13 | Sell | 195.19 | |
| Ro Khanna | 2025-11-07 | Purchase | 186.5 | |
| Richard McCormick | 2025-11-05 | Purchase | 186.23 | |
| Lisa C. McClain | 2025-10-31 | Sell | 189.02 | |
| Lisa C. McClain | 2025-10-30 | Sell | 189.05 | |
| Lisa C. McClain | 2025-10-30 | Purchase | 189.05 | |
| Ro Khanna | 2025-10-30 | Purchase | 189.05 | |
| Ro Khanna | 2025-09-29 | Purchase | 181.63 | |
| Val T. Hoyle | 2025-09-23 | Sell | 176.35 | |
| Jennifer L Taubert | 2025-09-04 | Sell | 56471 | 177.81 |