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 |
| J Stern & Co LLP | 2025-12-31 | 2.7535 | 5.9359 | 69650056 | 69519638 | 53305.2477 |
| Geode Capital Management, LLC | 2025-12-31 | 2.0876 | 2.1435 | 52806712 | 878396 | 1.6916 |
| Capital World Investors | 2025-12-31 | 1.5639 | 3.5513 | 39558637 | 310947 | 0.7923 |
| 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 | 2025-12-31 | 1.0165 | 2.6607 | 25713823 | 1224462 | 5 |
| 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 |
| Capital Research Global Investors | 2025-12-31 | 0.7066 | 2.1779 | 17873714 | -5876055 | -24.7415 |
| 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 |
| The Goldman Sachs Group Inc | 2025-12-31 | 0.6114 | 1.2522 | 15466876 | -2403104 | -13.4477 |
| HSBC Holdings PLC | 2025-12-31 | 0.5835 | 2.6217 | 14759164 | 9264552 | 168.6116 |
| Legal & General Group PLC | 2025-12-31 | 0.5667 | 2.0984 | 14334386 | 2218 | 0.0155 |
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 | 2.7233 | 2.1303 | 68888098 | 285062 | 0.4155 |
| Vanguard 500 Index Investor | 2026-02-28 | 2.2145 | 2.3966 | 56016600 | 532935 | 0.9605 |
| Fidelity Contrafund | 2026-02-28 | 1.1683 | 11.2909 | 29554059 | -1460900 | -4.7103 |
| iShares Core S&P 500 ETF | 2026-03-31 | 1.1114 | 2.2336 | 28113995 | -15300 | -0.0544 |
| Fidelity 500 Index | 2026-02-28 | 1.0957 | 2.3982 | 27716371 | 45690 | 0.1651 |
| State Street® SPDR® S&P 500® ETF | 2026-03-31 | 1.0027 | 2.2318 | 25363279 | -62328 | -0.2451 |
| Vanguard Growth Index Investor | 2026-02-28 | 0.909 | 4.4361 | 22994603 | 69990 | 0.3053 |
| Invesco QQQ Trust | 2026-03-31 | 0.8897 | 3.4526 | 22505761 | 8720 | 0.0388 |
| 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 | 2026-02-28 | 0.4877 | 2.3948 | 12336999 | -94105 | -0.757 |
| State St S&P 500® Indx SL Cl III | 2026-03-31 | 0.4616 | 2.2108 | 11675455 | 65760 | 0.5664 |
| Fidelity Contrafund Commingled Pl S | 2026-02-28 | 0.4021 | 10.4188 | 10172149 | -220808 | -2.1246 |
| Vanguard Institutional 500 Index Trust | 2026-02-28 | 0.3866 | 2.3937 | 9780248 | 57932 | 0.5959 |
| 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 |
| Equity Index Non-Lendable Fund B | 2025-12-31 | 0.3415 | 2.4595 | 8638175 | 8638175 | 0 |
| Equity Index Fund E | 2025-12-31 | 0.3415 | 2.4595 | 8638175 | -65088 | -0.7479 |
| Equity Index Fund A | 2025-12-31 | 0.3415 | 2.4595 | 8638175 | -65088 | -0.7479 |
| Blackrock Eq Idx Fund CF | 2026-03-31 | 0.3123 | 2.2216 | 7900136 | 3795 | 0.0481 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Javier Olivan | 2026-04-13 | Sell | 1887 | 629.55 |
| Javier Olivan | 2026-04-13 | Sell | 2778 | 629.45 |
| 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 | 629 | 637.21 |
| Javier Olivan | 2026-03-02 | Sell | 926 | 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 | |
| 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 |