Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-06-30 | 7.6664 | 2.3009 | 192591101 | 1532568 | 0.8021 |
| BlackRock Inc | 2025-06-30 | 6.6213 | 2.3371 | 166335987 | -34333 | -0.0206 |
| FMR Inc | 2025-06-30 | 5.4101 | 5.6569 | 135910094 | 735777 | 0.5443 |
| State Street Corp | 2025-06-30 | 3.4602 | 2.4047 | 86925674 | 1650435 | 1.9354 |
| JPMorgan Chase & Co | 2025-06-30 | 2.1783 | 2.6412 | 54721870 | -3476325 | -5.9733 |
| Geode Capital Management, LLC | 2025-06-30 | 2.053 | 2.6567 | 51575209 | 682768 | 1.3416 |
| T. Rowe Price Associates, Inc. | 2025-06-30 | 1.632 | 3.4279 | 40997942 | 1865771 | 4.7679 |
| Capital World Investors | 2025-06-30 | 1.5512 | 4.181 | 38969510 | 888024 | 2.3319 |
| Morgan Stanley - Brokerage Accounts | 2025-06-30 | 1.4816 | 1.7896 | 37219287 | -672216 | -1.7741 |
| Capital Research Global Investors | 2025-06-30 | 1.2921 | 4.7967 | 32458849 | -1867880 | -5.4415 |
| NORGES BANK | 2025-06-30 | 1.2488 | 2.8903 | 31372045 | -2699981 | -7.9243 |
| Capital Research & Mgmt Co - Division 3 | 2025-06-30 | 0.9782 | 3.1241 | 24574720 | -333872 | -1.3404 |
| Northern Trust Corp | 2025-06-30 | 0.9025 | 2.3013 | 22672125 | -348469 | -1.5137 |
| Bank of America Corp | 2025-06-30 | 0.7064 | 0.9584 | 17745408 | 2378320 | 15.4767 |
| Amvescap Plc. | 2025-06-30 | 0.6772 | 2.1354 | 17011525 | -658270 | -3.7254 |
| Goldman Sachs Group Inc | 2025-06-30 | 0.6551 | 1.6501 | 16455811 | 2193149 | 15.3769 |
| UBS Asset Mgmt Americas Inc | 2025-06-30 | 0.5893 | 2.212 | 14804835 | 2261367 | 18.0282 |
| Nuveen, LLC | 2025-06-30 | 0.589 | 3.0182 | 14796269 | 9548268 | 181.941 |
| Charles Schwab Investment Management Inc | 2025-06-30 | 0.5768 | 1.8497 | 14489621 | 262550 | 1.8454 |
| AllianceBernstein L.P. | 2025-06-30 | 0.5661 | 3.4235 | 14220829 | -171593 | -1.1922 |
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 | 2.7158 | 2.7603 | 68223926 | -1578428 | -2.2613 |
| Vanguard 500 Index Investor | 2025-07-31 | 2.1394 | 3.1242 | 53743894 | -7873185 | -12.7776 |
| Fidelity Contrafund | 2025-07-31 | 1.566 | 17.5502 | 39339181 | -1598110 | -3.9038 |
| Fidelity 500 Index | 2025-07-31 | 1.0955 | 3.1209 | 27521498 | 11817 | 0.043 |
| SPDR® S&P 500® ETF | 2025-08-31 | 1.0438 | 2.924 | 26220765 | 322575 | 1.2456 |
| iShares Core S&P 500 ETF | 2025-08-31 | 1.04 | 2.9224 | 26126800 | 0 | 0 |
| American Funds Growth Fund of Amer A | 2025-06-30 | 1.0051 | 5.8103 | 25249710 | -1066303 | -4.0519 |
| Capital Group Growth Fnd of Amer Comp | 2025-06-30 | 1.0051 | 5.8103 | 25249710 | -1066303 | -4.0519 |
| Vanguard Growth Index Investor | 2025-07-31 | 0.7724 | 4.627 | 19403615 | 71509 | 0.3699 |
| Invesco QQQ Trust | 2025-08-29 | 0.7241 | 3.6756 | 18189264 | 126202 | 0.6987 |
| Vanguard Institutional Index I | 2025-07-31 | 0.5225 | 3.1247 | 13125050 | -146217 | -1.1018 |
| Fidelity Contrafund Commingled Pl S | 2025-07-31 | 0.5124 | 15.9224 | 12871317 | -583689 | -4.3381 |
| State St S&P 500® Indx SL Cl III | 2025-08-31 | 0.4613 | 2.906 | 11589102 | -17866 | -0.1539 |
| American Funds Invmt Co of Amer A | 2025-06-30 | 0.4457 | 4.9823 | 11197600 | -184150 | -1.6179 |
| Capital Group Investment Co of Amer Comp | 2025-06-30 | 0.4457 | 4.9823 | 11197600 | -184150 | -1.6179 |
| JPMorgan Large Cap Growth I | 2025-07-31 | 0.3815 | 6.3408 | 9582580 | 0 | 0 |
| American Funds New Perspective A | 2025-06-30 | 0.3662 | 4.3682 | 9198719 | 176187 | 1.9527 |
| Capital Group New Perspective Comp | 2025-06-30 | 0.3662 | 4.3682 | 9198719 | 176187 | 1.9527 |
| Vanguard Institutional 500 Index Trust | 2025-07-31 | 0.33 | 3.1219 | 8290056 | 8290056 | 0 |
| Blackrock Eq Idx Fund CF | 2025-06-30 | 0.3267 | 3.039 | 8206231 | 6332 | 0.0772 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Jennifer Newstead | 2025-09-30 | Sell | 519 | 741.5 |
| Javier Olivan | 2025-09-29 | Sell | 517 | 748.72 |
| Jennifer Newstead | 2025-09-23 | Sell | 519 | 769.2 |
| Javier Olivan | 2025-09-22 | Sell | 517 | 781.33 |
| Cleo Fields | 2025-09-17 | Purchase | 775.72 | |
| Jennifer Newstead | 2025-09-16 | Sell | 519 | 767.16 |
| Javier Olivan | 2025-09-15 | Sell | 517 | 757.47 |
| Robert M Kimmitt | 2025-09-15 | Sell | 465 | 757.47 |
| Cleo Fields | 2025-09-10 | Purchase | 751.98 | |
| Jennifer Newstead | 2025-09-09 | Sell | 519 | 757.5 |
| Javier Olivan | 2025-09-08 | Sell | 517 | 755.65 |
| Javier Olivan | 2025-09-02 | Sell | 517 | 726.25 |
| Jennifer Newstead | 2025-09-02 | Sell | 519 | 726.25 |
| Jennifer Newstead | 2025-08-26 | Sell | 519 | 750.47 |
| Javier Olivan | 2025-08-25 | Sell | 517 | 755.11 |
| Michael T. McCaul | 2025-08-21 | Sell | 739.1 | |
| Michael T. McCaul | 2025-08-20 | Sell | 747.72 | |
| Andrew Bosworth | 2025-08-18 | Sell | 11694 | 775 |
| Javier Olivan | 2025-08-18 | Sell | 517 | 775 |
| Jennifer Newstead | 2025-08-18 | Sell | 519 | 775 |