Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 8.959 | 0.6613 | 79897854 | 466514 | 0.5873 |
| BlackRock Inc | 2025-09-30 | 7.8673 | 0.6987 | 70161841 | 1469755 | 2.1396 |
| Mastercard Foundation Asset Management Corp | 2025-12-31 | 7.8628 | 97.4001 | 70121630 | -185974 | -0.2645 |
| JPMorgan Chase & Co | 2025-09-30 | 7.0429 | 1.0703 | 62809102 | 33969055 | 117.7843 |
| State Street Corp | 2025-09-30 | 4.1018 | 0.7215 | 36580374 | 997536 | 2.8034 |
| FMR Inc | 2025-12-31 | 2.8232 | 0.7329 | 25177655 | -1690265 | -6.291 |
| Geode Capital Management, LLC | 2025-09-30 | 2.2804 | 0.7356 | 20337236 | 576684 | 2.9184 |
| T. Rowe Price Associates, Inc. | 2025-09-30 | 2.2296 | 1.21 | 19883919 | -422327 | -2.0798 |
| Capital Research & Mgmt Co - Division 3 | 2025-09-30 | 1.9292 | 1.58 | 17205074 | -226442 | -1.299 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 1.7855 | 0.5484 | 15923022 | -277327 | -1.7119 |
| Wellington Management Company LLP | 2025-12-31 | 1.5134 | 1.3502 | 13496758 | 1196471 | 9.7272 |
| NORGES BANK | 2025-12-31 | 1.3171 | 0.7174 | 11746265 | -221769 | -1.853 |
| Capital Research Global Investors | 2025-09-30 | 1.1603 | 1.1044 | 10347834 | 629941 | 6.4823 |
| Northern Trust Corp | 2025-09-30 | 0.9906 | 0.6428 | 8834169 | 16351 | 0.1854 |
| Bank of New York Mellon Corp | 2025-09-30 | 0.9204 | 0.8376 | 8208428 | -283001 | -3.3328 |
| Nuveen, LLC | 2025-09-30 | 0.8504 | 1.1386 | 7584194 | -169346 | -2.1841 |
| Franklin Resources Inc | 2025-09-30 | 0.8369 | 1.0586 | 7463566 | -151309 | -1.987 |
| UBS Asset Mgmt Americas Inc | 2025-09-30 | 0.7445 | 0.8201 | 6639944 | -1589200 | -19.3119 |
| The Goldman Sachs Group Inc | 2025-09-30 | 0.7103 | 0.4408 | 6334869 | 979877 | 18.2984 |
| HHG PLC | 2025-09-30 | 0.7017 | 1.625 | 6258026 | 25346 | 0.4067 |
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 | 2.8351 | 0.6484 | 25283537 | 90696 | 0.36 |
| Vanguard 500 Index Investor | 2026-01-31 | 2.3423 | 0.7446 | 20889092 | 130240 | 0.6274 |
| iShares Core S&P 500 ETF | 2026-02-25 | 1.1711 | 0.7025 | 10443934 | 1871247 | 21.828 |
| Fidelity 500 Index | 2025-12-31 | 1.1627 | 0.8 | 10369493 | -55708 | -0.5344 |
| State Street® SPDR® S&P 500® ETF | 2026-02-26 | 1.0856 | 0.7141 | 9681549 | -17208 | -0.1774 |
| Vanguard Growth Index Investor | 2026-01-31 | 0.9568 | 1.3134 | 8533087 | 52332 | 0.6171 |
| JPM US Large Cap Growth-MA | 2025-12-31 | 0.6659 | 2.8174 | 5938220 | 5460254 | 1142.3938 |
| JPMorgan Large Cap Growth I | 2025-12-31 | 0.6659 | 2.808 | 5938220 | -54548 | -0.9102 |
| Capital Group Growth Fnd of Amer Comp | 2025-12-31 | 0.6405 | 0.9706 | 5712317 | -117548 | -2.0163 |
| American Funds Growth Fund of Amer A | 2025-12-31 | 0.6405 | 0.9706 | 5712317 | -117548 | -2.0163 |
| State Street®FinSelSectSPDR®ETF | 2026-02-26 | 0.6284 | 5.6098 | 5604332 | 1435 | 0.0256 |
| Vanguard Institutional Index I | 2026-01-31 | 0.5248 | 0.745 | 4680179 | -11247 | -0.2397 |
| Vanguard Dividend Appreciation ETF | 2026-01-31 | 0.5079 | 2.0008 | 4529278 | -27622 | -0.6062 |
| State St S&P 500® Indx SL Cl III | 2026-01-31 | 0.4896 | 0.7388 | 4366034 | 44120 | 1.0208 |
| American Funds American Balanced A | 2025-12-31 | 0.4442 | 0.8384 | 3961208 | -316764 | -7.4045 |
| American Funds AMCAP A | 2025-12-31 | 0.4378 | 2.3153 | 3903915 | -69988 | -1.7612 |
| Capital Group AMCAP Composite | 2025-12-31 | 0.4378 | 2.3153 | 3903915 | -69988 | -1.7612 |
| Vanguard Institutional 500 Index Trust | 2026-01-31 | 0.4104 | 0.7443 | 3660385 | 10155 | 0.2782 |
| American Funds Invmt Co of Amer A | 2025-12-31 | 0.377 | 1.0909 | 3362415 | 0 | 0 |
| Capital Group Investment Co of Amer Comp | 2025-12-31 | 0.377 | 1.0909 | 3362415 | 0 | 0 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Ro Khanna | 2026-01-29 | Sell | 543.66 | |
| Ro Khanna | 2026-01-13 | Sell | 545.38 | |
| Markwayne Mullin | 2025-12-29 | Purchase | 577.89 | |
| Gilbert Ray Cisneros, Jr. | 2025-11-18 | Purchase | 527.63 | |
| Michael T. McCaul | 2025-10-27 | Sell | 571.51 | |
| Gilbert Ray Cisneros, Jr. | 2025-10-17 | Purchase | 561.42 | |
| Val T. Hoyle | 2025-09-23 | Sell | 569.51 | |
| J. Mehra Sachin | 2025-09-02 | Sell | 17263 | 591 |
| Michael T. McCaul | 2025-08-21 | Sell | 591.42 | |
| J. Mehra Sachin | 2025-08-19 | Sell | 17816 | 586.89 |
| Michael T. McCaul | 2025-08-15 | Purchase | 582.06 | |
| Ro Khanna | 2025-08-04 | Purchase | 569.73 | |
| Julius Genachowski | 2025-07-07 | Sell | 312 | 570.67 |
| Linda Pistecchia Kirkpatrick | 2025-06-30 | Sell | 958 | 560 |
| Raj Seshadri | 2025-06-27 | Sell | 1100 | 546.77 |
| Michael T. McCaul | 2025-06-27 | Sell | 552.02 | |
| Lisa C. McClain | 2025-06-24 | Sell | 557.69 | |
| Julius Genachowski | 2025-06-24 | Sell | 310 | 561 |
| Linda Pistecchia Kirkpatrick | 2025-06-24 | Sell | 958 | 560 |
| Craig Vosburg | 2025-06-20 | Sell | 9428 | 353.05 |