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 |
| J Stern & Co LLP | 2025-12-31 | 8.1404 | 6.1871 | 72597097 | 72461743 | 53534.9846 |
| 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 | 2025-12-31 | 2.3196 | 0.7265 | 20686605 | 349369 | 1.7179 |
| T. Rowe Price Associates, Inc. | 2025-09-30 | 2.2296 | 1.21 | 19883919 | -422327 | -2.0798 |
| Capital Research & Mgmt Co - Division 3 | 2025-12-31 | 2.0144 | 1.6076 | 17964658 | 759584 | 4.4149 |
| 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 | 2025-12-31 | 1.2101 | 1.1373 | 10791976 | 444142 | 4.2921 |
| 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 |
| Franklin Resources Inc | 2025-09-30 | 0.8369 | 1.0586 | 7463566 | -151309 | -1.987 |
| Nuveen, LLC | 2025-12-31 | 0.8301 | 1.1066 | 7403000 | -181194 | -2.3891 |
| UBS Asset Mgmt Americas Inc | 2025-09-30 | 0.7445 | 0.8201 | 6639944 | -1589200 | -19.3119 |
| 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 | 2026-02-28 | 2.8447 | 0.626 | 25369162 | 85625 | 0.3387 |
| Vanguard 500 Index Investor | 2026-02-28 | 2.3648 | 0.72 | 21089512 | 200420 | 0.9594 |
| iShares Core S&P 500 ETF | 2026-03-31 | 1.1739 | 0.7264 | 10468600 | -5700 | -0.0544 |
| Fidelity 500 Index | 2026-02-28 | 1.1701 | 0.7205 | 10434984 | 17199 | 0.1651 |
| State Street® SPDR® S&P 500® ETF | 2026-03-31 | 1.0587 | 0.7256 | 9441449 | -23226 | -0.2454 |
| Vanguard Growth Index Investor | 2026-02-28 | 0.9597 | 1.3175 | 8558906 | 25819 | 0.3026 |
| American Funds Growth Fund of Amer A | 2025-12-31 | 0.6405 | 0.9706 | 5712317 | -117548 | -2.0163 |
| Capital Group Growth Fnd of Amer Comp | 2025-12-31 | 0.6405 | 0.9706 | 5712317 | -117548 | -2.0163 |
| State Street®FinSelSectSPDR®ETF | 2026-03-31 | 0.6243 | 5.7637 | 5567249 | 9438 | 0.1698 |
| JPMorgan Large Cap Growth I | 2026-02-28 | 0.5423 | 2.1985 | 4836443 | -1101777 | -18.554 |
| Vanguard Institutional Index I | 2026-02-28 | 0.5208 | 0.7195 | 4644826 | -35353 | -0.7554 |
| Vanguard Dividend Appreciation ETF | 2026-02-28 | 0.51 | 1.8891 | 4547971 | 18693 | 0.4127 |
| State St S&P 500® Indx SL Cl III | 2026-03-31 | 0.4875 | 0.7189 | 4347354 | -23600 | -0.5399 |
| 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 | 2026-02-28 | 0.4129 | 0.7191 | 3682191 | 21806 | 0.5957 |
| Capital Group Investment Co of Amer Comp | 2025-12-31 | 0.377 | 1.0909 | 3362415 | 0 | 0 |
| American Funds Invmt Co of Amer A | 2025-12-31 | 0.377 | 1.0909 | 3362415 | 0 | 0 |
| American Funds Washington Mutual A | 2025-12-31 | 0.3742 | 0.9149 | 3336782 | -610283 | -15.4617 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Ro Khanna | 2026-03-30 | Sell | 492.79 | |
| Shelley Moore Capito | 2026-03-28 | Purchase | 483.92 | |
| Ro Khanna | 2026-03-20 | Sell | 496.91 | |
| Ro Khanna | 2026-03-10 | Purchase | 514.41 | |
| Ro Khanna | 2026-02-24 | Purchase | 498.14 | |
| Sheldon Whitehouse | 2026-02-23 | Sell | 495.06 | |
| Ro Khanna | 2026-02-17 | Purchase | 521.51 | |
| Ro Khanna | 2026-02-06 | Sell | 549.07 | |
| Ro Khanna | 2026-02-05 | Purchase | 551.99 | |
| 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 |