Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-06-30 | 9.8428 | 0.5861 | 237047859 | 3085180 | 1.3187 |
| BlackRock Inc | 2025-06-30 | 8.4643 | 0.5928 | 203849282 | 4482323 | 2.2483 |
| State Street Corp | 2025-06-30 | 5.5141 | 0.7603 | 132797335 | -992450 | -0.7418 |
| Geode Capital Management, LLC | 2025-06-30 | 2.5167 | 0.6468 | 60609476 | 1225676 | 2.064 |
| JPMorgan Chase & Co | 2025-06-30 | 2.3295 | 0.5604 | 56102466 | 2040624 | 3.7746 |
| Morgan Stanley - Brokerage Accounts | 2025-06-30 | 1.9509 | 0.4675 | 46984867 | 954178 | 2.0729 |
| NORGES BANK | 2025-06-30 | 1.3258 | 0.6088 | 31929124 | 1573452 | 5.1834 |
| State Farm Mutual Automobile Ins Co | 2025-06-30 | 1.3152 | 4.2786 | 31675492 | 0 | 0 |
| Northern Trust Corp | 2025-06-30 | 1.2595 | 0.6372 | 30333041 | -610779 | -1.9738 |
| Bank of America Corp | 2025-06-30 | 1.1427 | 0.3076 | 27520953 | 10452 | 0.038 |
| Wellington Management Company LLP | 2025-06-30 | 1.0329 | 0.6897 | 24876538 | 2230577 | 9.8498 |
| Bank of New York Mellon Corp | 2025-06-30 | 0.9883 | 0.6869 | 23802503 | 620039 | 2.6746 |
| UBS Asset Mgmt Americas Inc | 2025-06-30 | 0.8169 | 0.6083 | 19674169 | 3319402 | 20.2962 |
| Charles Schwab Investment Management Inc | 2025-06-30 | 0.7869 | 0.5007 | 18951337 | 52074 | 0.2755 |
| Legal & General Group PLC | 2025-06-30 | 0.7855 | 0.7173 | 18917274 | 1097855 | 6.161 |
| Dimensional Fund Advisors, Inc. | 2025-06-30 | 0.7716 | 0.6572 | 18582253 | 1679148 | 9.934 |
| Massachusetts Financial Services Company | 2025-06-30 | 0.7476 | 0.8729 | 18005603 | -276807 | -1.5141 |
| Wells Fargo & Co | 2025-06-30 | 0.7445 | 0.5666 | 17929336 | -120964 | -0.6701 |
| Franklin Resources Inc | 2025-06-30 | 0.725 | 0.7071 | 17459425 | -297224 | -1.6739 |
| Deutsche Bank AG | 2025-06-30 | 0.6579 | 0.8912 | 15845626 | 547760 | 3.5806 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2025-07-31 | 3.1395 | 0.6516 | 75609456 | -1746633 | -2.2579 |
| Vanguard 500 Index Investor | 2025-07-31 | 2.4731 | 0.7375 | 59559822 | -8725052 | -12.7774 |
| Fidelity 500 Index | 2025-07-31 | 1.2664 | 0.7367 | 30499412 | 13095 | 0.043 |
| SPDR® S&P 500® ETF | 2025-08-31 | 1.2067 | 0.7773 | 29062389 | 357489 | 1.2454 |
| iShares Core S&P 500 ETF | 2025-08-31 | 1.2022 | 0.7767 | 28952558 | 0 | 0 |
| Vanguard Value Index Inv | 2025-07-31 | 0.8855 | 1.7957 | 21325183 | -25143 | -0.1178 |
| The Health Care Select Sector SPDR® ETF | 2025-08-31 | 0.6822 | 8.5703 | 16429515 | 26600 | 0.1622 |
| Vanguard Institutional Index I | 2025-07-31 | 0.604 | 0.7376 | 14545317 | -161817 | -1.1003 |
| Vanguard Dividend Appreciation ETF | 2025-07-31 | 0.5368 | 1.945 | 12928045 | 25112 | 0.1946 |
| State St S&P 500® Indx SL Cl III | 2025-08-31 | 0.5333 | 0.7724 | 12843115 | -19724 | -0.1533 |
| Vanguard Equity-Income Inv | 2025-06-30 | 0.4216 | 2.6083 | 10153501 | -315930 | -3.0176 |
| Vanguard High Dividend Yield ETF | 2025-07-31 | 0.384 | 1.9983 | 9248426 | 30533 | 0.3312 |
| Vanguard Institutional 500 Index Trust | 2025-07-31 | 0.3815 | 0.7369 | 9187048 | 9187048 | 0 |
| Blackrock Eq Idx Fund CF | 2025-06-30 | 0.3777 | 0.6971 | 9095670 | 92513 | 1.0276 |
| Franklin Income A1 | 2025-07-31 | 0.3322 | 1.7911 | 8000000 | 0 | 0 |
| Blackrock Russ 1000 Eq Idx Composite | 2025-06-30 | 0.3127 | 0.6417 | 7531729 | -384722 | -4.8598 |
| MFS Large Cap Value Equity | 2025-06-30 | 0.3122 | 2.0435 | 7518759 | -256772 | -3.3023 |
| MFS Value A | 2025-07-31 | 0.3104 | 2.2276 | 7475055 | -43704 | -0.5813 |
| Russell 1000 Index Fund | 2025-08-31 | 0.3086 | 0.7113 | 7431113 | -81520 | -1.0851 |
| Columbia Dividend Value | 2025-06-30 | 0.3062 | 2.6068 | 7373942 | 521961 | 7.6177 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Ro Khanna | 2025-09-29 | Purchase | 181.63 | |
| Jennifer L Taubert | 2025-09-04 | Sell | 56471 | 177.81 |
| Kelly Morrison | 2025-08-19 | Sell | 177.71 | |
| Julie Johnson | 2025-08-14 | Sell | 174.96 | |
| Lisa C. McClain | 2025-08-04 | Purchase | 171.08 | |
| Ro Khanna | 2025-08-04 | Purchase | 171.08 | |
| Thomas H. Kean, Jr. | 2025-07-31 | Sell | 164.76 | |
| Ro Khanna | 2025-07-25 | Purchase | 168.29 | |
| Ro Khanna | 2025-07-01 | Sell | 155.81 | |
| Lisa C. McClain | 2025-06-24 | Sell | 152.27 | |
| Ro Khanna | 2025-06-23 | Sell | 151.33 | |
| Ro Khanna | 2025-06-20 | Sell | 149.81 | |
| Lisa C. McClain | 2025-06-17 | Purchase | 152.38 | |
| C. Scott Franklin | 2025-06-16 | Sell | 155.24 | |
| Pete Sessions | 2025-06-12 | Sell | 156.61 | |
| Lloyd Doggett | 2025-06-10 | Purchase | 156.45 | |
| Gilbert Ray Cisneros, Jr. | 2025-05-30 | Purchase | 154.99 | |
| Ro Khanna | 2025-05-28 | Sell | 152.53 | |
| Ro Khanna | 2025-05-19 | Sell | 152.44 | |
| Jefferson Shreve | 2025-05-12 | Sell | 153.88 |