Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-12-31 7.9064 1.9139 199995630 7269279 3.7718
BlackRock Inc 2025-09-30 6.6215 2.1534 167495652 1159665 0.6972
FMR Inc 2025-12-31 4.8365 4.1176 122341612 -7659737 -5.892
JPMorgan Chase & Co 2025-09-30 4.326 2.4074 109429536 54707666 99.974
State Street Corp 2025-09-30 3.4174 2.2014 86445582 -480092 -0.5523
Geode Capital Management, LLC 2025-09-30 2.0529 2.4234 51928316 353107 0.6846
Capital World Investors 2025-09-30 1.5516 3.9374 39247690 278180 0.7138
T. Rowe Price Associates, Inc. 2025-09-30 1.5294 3.0396 38688170 -2309772 -5.6339
Morgan Stanley - Brokerage Accounts 2025-09-30 1.452 1.6331 36729219 -490068 -1.3167
NORGES BANK 2025-12-31 1.3267 2.3698 33559173 2187128 6.9716
Capital Research & Mgmt Co - Division 3 2025-09-30 0.9681 2.9038 24489361 -85359 -0.3473
Capital Research Global Investors 2025-09-30 0.9389 3.2725 23749769 -8709080 -26.8311
Northern Trust Corp 2025-09-30 0.8888 2.1121 22481689 -190436 -0.84
Bank of America Corp 2025-09-30 0.7354 0.9265 18601400 855992 4.8237
The Goldman Sachs Group Inc 2025-09-30 0.7064 1.6055 17869980 1414169 8.5937
Amvescap Plc. 2025-09-30 0.6781 1.9847 17153754 142229 0.8361
Charles Schwab Investment Management Inc 2025-12-31 0.6151 1.5959 15559200 1125021 7.7941
Legal & General Group PLC 2025-12-31 0.5667 2.0984 14334386 2218 0.0155
AllianceBernstein L.P. 2025-09-30 0.5493 3.2134 13895227 -325602 -2.2896
Bank of New York Mellon Corp 2025-09-30 0.5384 1.7943 13619341 481276 3.6632

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 2.7121 2.3395 68603036 186804 0.273
Vanguard 500 Index Investor 2026-01-31 2.1934 2.6299 55483665 346371 0.6282
Fidelity Contrafund 2025-12-31 1.3106 12.4114 33152559 -726928 -2.1456
iShares Core S&P 500 ETF 2026-02-25 1.0966 2.3945 27740095 4880052 21.3475
Fidelity 500 Index 2025-12-31 1.0888 2.4568 27542413 150451 0.5493
State Street® SPDR® S&P 500® ETF 2026-02-26 1.0165 2.4206 25711764 -45684 -0.1774
Vanguard Growth Index Investor 2026-01-31 0.9063 4.6925 22924613 140442 0.6164
Invesco QQQ Trust 2026-02-26 0.8998 3.7504 22760951 -50460 -0.2212
Capital Group Growth Fnd of Amer Comp 2025-12-31 0.7854 3.9035 19868074 -2679474 -11.8837
American Funds Growth Fund of Amer A 2025-12-31 0.7854 3.9035 19868074 -2679474 -11.8837
Vanguard Institutional Index I 2026-01-31 0.4914 2.6314 12431104 -29803 -0.2392
State St S&P 500® Indx SL Cl III 2026-01-31 0.4584 2.6096 11596655 117200 1.021
Fidelity Contrafund Commingled Pl S 2025-12-31 0.4375 11.3453 11065889 -268677 -2.3704
Vanguard Institutional 500 Index Trust 2026-01-31 0.3843 2.629 9722316 27743 0.2862
American Funds New Perspective A 2025-12-31 0.3836 3.9359 9702438 481039 5.2166
Capital Group New Perspective Comp 2025-12-31 0.3836 3.9359 9702438 481039 5.2166
State Street® CommServSelSectSPDR®ETF 2026-02-26 0.3208 19.8517 8113650 -3542 -0.0436
Blackrock Eq Idx Fund CF 2025-12-31 0.3122 2.44 7896341 -95619 -1.1964
Fidelity Contrafund K6 2025-12-31 0.2735 12.497 6917477 -243847 -3.4051
Russell 1000 Index Fund 2026-01-31 0.2707 2.445 6847418 69352 1.0232

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Javier Olivan 2026-02-23 Sell 629 652.68
Javier Olivan 2026-02-23 Sell 926 652.68
Susan J Li 2026-02-20 Sell 18789 650
Andrew Bosworth 2026-02-18 Sell 8089 631.24
Javier Olivan 2026-02-17 Sell 172 639.18
Javier Olivan 2026-02-17 Sell 629 639.18
Robert M Kimmitt 2026-02-17 Sell 580 639.18
Javier Olivan 2026-02-15 Sell 2461 639.77
Susan J Li 2026-02-15 Sell 6418 639.77
Javier Olivan 2026-02-09 Sell 517 663.19
Cleo Fields 2026-02-03 Purchase 691.7
Javier Olivan 2026-02-02 Sell 517 714.6
Gilbert Ray Cisneros, Jr. 2026-01-30 Purchase 716.5
Ro Khanna 2026-01-29 Sell 738.31
Javier Olivan 2026-01-26 Sell 517 665
Javier Olivan 2026-01-20 Sell 517 608.35
Cleo Fields 2026-01-20 Purchase 604.12
Robert M Kimmitt 2026-01-15 Sell 580 618.28
Javier Olivan 2026-01-12 Sell 517 653
Rick Larsen 2026-01-07 Purchase 648.69

Major Indices