Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-12-31 7.8787 1.9139 199995630 7269279 3.7718
BlackRock Inc 2026-03-31 6.6515 1.6878 168843283 -2661807 -1.552
FMR Inc 2026-03-31 4.594 3.5144 116614753 -5726859 -4.681
State Street Corp 2026-03-31 3.4874 1.7487 88523840 -2317505 -2.5512
Geode Capital Management, LLC 2026-03-31 2.1338 1.921 54165192 1358480 2.5726
JPMorgan Chase & Co 2026-03-31 1.9768 1.7286 50180811 6325302 14.4231
Capital World Investors 2026-03-31 1.6174 3.2043 41055422 1496785 3.7837
Morgan Stanley - Brokerage Accounts 2026-03-31 1.5001 1.3126 38078962 525860 1.4003
NORGES BANK 2025-12-31 1.322 2.3698 33559173 2187128 6.9716
T. Rowe Price Associates, Inc. 2026-03-31 1.2994 2.1819 32985340 -2127191 -6.0582
Capital Research Global Investors 2026-03-31 1.2177 2.7432 30909975 13036261 72.9354
Northern Trust Corp 2026-03-31 0.8659 1.6621 21979768 -153488 -0.6935
Bank of America Corp 2026-03-31 0.8288 0.8799 21038035 2673494 14.5579
The Goldman Sachs Group Inc 2026-03-31 0.7372 1.2293 18712930 3246054 20.9871
Capital Research & Mgmt Co - Division 3 2026-03-31 0.7005 2.3839 17780799 -7933024 -30.8512
Amvescap Plc. 2026-03-31 0.6147 1.3665 15603147 -2597322 -14.2706
Charles Schwab Investment Management Inc 2026-03-31 0.6068 1.3467 15403780 -155420 -0.9989
Legal & General Group PLC 2026-03-31 0.563 1.8909 14290304 -44082 -0.3075
Bank of New York Mellon Corp 2026-03-31 0.5576 1.4888 14153836 -721001 -4.8471
AllianceBernstein L.P. 2026-03-31 0.4995 2.71 12678273 -169364 -1.3183

Top Mutual Fund Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Total Stock Mkt Idx Inv 2026-04-30 2.7455 1.9281 69691666 214893 0.3093
Vanguard 500 Index Investor 2026-04-30 2.2343 2.1636 56716078 1018022 1.8278
Fidelity Contrafund 2026-03-31 1.1178 10.2875 28374859 -1179200 -3.99
iShares Core S&P 500 ETF 2026-04-30 1.1145 2.1644 28290254 83005 0.2943
Fidelity 500 Index 2026-03-31 1.1004 2.2353 27931941 215570 0.7778
State Street® SPDR® S&P 500® ETF 2026-04-30 1.0298 2.167 26140311 85224 0.3271
Vanguard Growth Index Investor 2026-04-30 0.9125 3.8817 23164163 119988 0.5207
Invesco QQQ Trust 2026-04-30 0.9008 3.1752 22866204 168198 0.741
Capital Group Growth Fnd of Amer Comp 2026-03-31 0.8707 4.127 22101562 2233488 11.2416
American Funds Growth Fund of Amer A 2026-03-31 0.8707 4.127 22101562 2233488 11.2416
Vanguard Institutional Index I 2026-04-30 0.477 2.1606 12107345 -215242 -1.7467
State St S&P 500® Idx SL Cl I 2026-04-30 0.4645 2.1547 11790541 115086 0.9857
Vanguard Institutional 500 Index Trust 2026-04-30 0.3888 2.1624 9870609 -8089 -0.0819
American Funds New Perspective A 2026-03-31 0.3857 3.6676 9790623 88185 0.9089
Capital Group New Perspective Comp 2026-03-31 0.3857 3.6676 9790623 88185 0.9089
Fidelity Contrafund Commingled Pl Cl S 2026-03-31 0.3706 9.116 9407112 -765037 -7.5209
Equity Index Non-Lendable Fund B 2025-12-31 0.3403 2.4595 8638175 8638175 0
Equity Index Fund A 2025-12-31 0.3403 2.4595 8638175 -65088 -0.7479
Equity Index Fund E 2025-12-31 0.3403 2.4595 8638175 -65088 -0.7479
Capital Group Investment Co of Amer Comp 2026-03-31 0.3187 2.7902 8091111 2203808 37.4332

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Javier Olivan 2026-04-20 Sell 629 680.09
Javier Olivan 2026-04-20 Sell 926 680.09
Robert M Kimmitt 2026-04-15 Sell 580 667
Javier Olivan 2026-04-13 Sell 2778 629.45
Javier Olivan 2026-04-13 Sell 1887 629.55
Javier Olivan 2026-03-23 Sell 926 605.38
Javier Olivan 2026-03-23 Sell 629 605.38
Javier Olivan 2026-03-16 Sell 926 632.02
Javier Olivan 2026-03-16 Sell 629 632.02
Robert M Kimmitt 2026-03-16 Sell 580 632.02
Javier Olivan 2026-03-09 Sell 926 634.94
Javier Olivan 2026-03-09 Sell 629 634.94
Javier Olivan 2026-03-02 Sell 926 637.21
Javier Olivan 2026-03-02 Sell 629 637.21
Susan J Li 2026-02-27 Sell 56571 644.7
Susan J Li 2026-02-24 Sell 55702 633.61
Javier Olivan 2026-02-23 Sell 926 652.68
Javier Olivan 2026-02-23 Sell 629 652.68
Susan J Li 2026-02-20 Sell 18789 650
Michael T. McCaul 2026-02-20 Purchase 655.66

Major Indices