Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 10.2865 | 0.3881 | 254322763 | 2185853 | 0.8669 |
| BlackRock Inc | 2025-09-30 | 8.691 | 0.3157 | 214876600 | -3464232 | -1.5866 |
| State Street Corp | 2025-09-30 | 4.78 | 0.3472 | 118180178 | -313686 | -0.2647 |
| Wellington Management Company LLP | 2025-12-31 | 3.496 | 1.5943 | 86435458 | 11156354 | 14.82 |
| JPMorgan Chase & Co | 2025-09-30 | 2.8476 | 0.177 | 70403294 | 38581522 | 121.2425 |
| Geode Capital Management, LLC | 2025-09-30 | 2.4187 | 0.3193 | 59798874 | 846193 | 1.4354 |
| Charles Schwab Investment Management Inc | 2025-12-31 | 1.9642 | 0.7943 | 48563804 | -5135656 | -9.5637 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 1.8034 | 0.2266 | 44586535 | 385841 | 0.8729 |
| FMR Inc | 2025-12-31 | 1.6517 | 0.2192 | 40836566 | 7409816 | 22.1673 |
| NORGES BANK | 2025-12-31 | 1.5362 | 0.4277 | 37981502 | 1870213 | 5.179 |
| Northern Trust Corp | 2025-09-30 | 1.1298 | 0.2999 | 27933141 | -812286 | -2.8258 |
| Bank of America Corp | 2025-09-30 | 1.0698 | 0.1506 | 26449436 | -1571698 | -5.609 |
| Fisher Asset Management, LLC | 2025-09-30 | 0.9735 | 0.7311 | 24068126 | -945571 | -3.7802 |
| Bank of New York Mellon Corp | 2025-09-30 | 0.8815 | 0.3282 | 21794354 | -203076 | -0.9232 |
| Amvescap Plc. | 2025-09-30 | 0.8027 | 0.2624 | 19844936 | 2821766 | 16.576 |
| Legal & General Group PLC | 2025-12-31 | 0.7999 | 0.4617 | 19776842 | -882315 | -4.2708 |
| UBS Asset Mgmt Americas Inc | 2025-09-30 | 0.7988 | 0.3599 | 19749865 | -5383464 | -21.4196 |
| UBS Group AG | 2025-09-30 | 0.6838 | 0.2223 | 16906008 | 5194 | 0.0307 |
| Deutsche Bank AG | 2025-09-30 | 0.6814 | 0.4738 | 16846361 | -196261 | -1.1516 |
| Franklin Resources Inc | 2025-09-30 | 0.6774 | 0.3505 | 16746990 | -10285611 | -38.0489 |
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 | 3.1617 | 0.4103 | 78170655 | 167630 | 0.2149 |
| Vanguard 500 Index Investor | 2026-01-31 | 2.5576 | 0.4613 | 63233615 | 394368 | 0.6276 |
| iShares Core S&P 500 ETF | 2026-02-25 | 1.2787 | 0.5112 | 31613908 | 5284100 | 20.0689 |
| Fidelity 500 Index | 2025-12-31 | 1.2696 | 0.4465 | 31388607 | -156063 | -0.4947 |
| Schwab US Dividend Equity ETF™ | 2026-02-27 | 1.1857 | 4.1092 | 29315806 | 64498 | 0.2205 |
| State Street® SPDR® S&P 500® ETF | 2026-02-26 | 1.1852 | 0.5009 | 29302266 | -52056 | -0.1773 |
| Vanguard Value Index Inv | 2026-01-31 | 0.9238 | 1.1055 | 22839418 | -7818 | -0.0342 |
| State Street®HlthCrSelSectSPDR®ETF | 2026-02-26 | 0.7407 | 5.1941 | 18313451 | 68720 | 0.3767 |
| Vanguard Health Care Inv | 2025-12-31 | 0.7326 | 4.8089 | 18111825 | -153368 | -0.8397 |
| Vanguard Equity-Income Inv | 2025-12-31 | 0.6452 | 2.686 | 15952264 | -694449 | -4.1717 |
| Vanguard Institutional Index I | 2026-01-31 | 0.573 | 0.4615 | 14166981 | -34097 | -0.2401 |
| Vanguard Dividend Appreciation ETF | 2026-01-31 | 0.5503 | 1.2301 | 13606130 | -98609 | -0.7195 |
| State St S&P 500® Indx SL Cl III | 2026-01-31 | 0.5345 | 0.4577 | 13216111 | 133600 | 1.0212 |
| Vanguard Wellington Inv | 2025-12-31 | 0.4624 | 1.0034 | 11432332 | 4634925 | 68.1867 |
| Vanguard Institutional 500 Index Trust | 2026-01-31 | 0.4481 | 0.4611 | 11080008 | 23859 | 0.2158 |
| Vanguard High Dividend Yield ETF | 2026-01-31 | 0.4103 | 1.2612 | 10143777 | 41745 | 0.4132 |
| Blackrock Eq Idx Fund CF | 2025-12-31 | 0.364 | 0.4435 | 9000679 | -202885 | -2.2044 |
| Russell 1000 Index Fund | 2026-01-31 | 0.3196 | 0.4342 | 7901911 | 81290 | 1.0394 |
| Blackrock Russ 1000 Eq Idx Composite | 2025-12-31 | 0.3185 | 0.4237 | 7875585 | 46652 | 0.5959 |
| Vanguard Health Care ETF | 2026-01-31 | 0.3051 | 4.1934 | 7542571 | 5597 | 0.0743 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Chirfi Guindo | 2026-02-09 | Sell | 10000 | 118.41 |
| Jennifer Zachary | 2026-02-09 | Sell | 121573 | 119.15 |
| David Michael Williams | 2026-02-06 | Sell | 5000 | 121.91 |
| Johannes Jacobus Oosthuizen | 2026-02-06 | Sell | 15000 | 121.87 |
| Richard R Deluca | 2026-02-06 | Sell | 37685 | 120.92 |
| Chirfi Guindo | 2026-02-05 | Sell | 20000 | 121.88 |
| Caroline Litchfield | 2026-02-04 | Sell | 41997 | 119.61 |
| Dalton E Smart III | 2026-02-04 | Sell | 6400 | 119.67 |
| Dean Y Li | 2026-02-04 | Sell | 15087 | 118.77 |
| Robert M Davis | 2026-02-04 | Sell | 47434 | 118.04 |
| Michael T. McCaul | 2026-01-13 | Sell | 108.2 | |
| Gilbert Ray Cisneros, Jr. | 2025-12-19 | Purchase | 100.92 | |
| Julie Johnson | 2025-12-18 | Sell | 100.76 | |
| Gilbert Ray Cisneros, Jr. | 2025-11-18 | Purchase | 96.61 | |
| Julie Johnson | 2025-11-13 | Sell | 92.99 | |
| David Michael Williams | 2025-11-03 | Sell | 8614 | 83.59 |
| Michael T. McCaul | 2025-10-27 | Sell | 88.12 | |
| Ro Khanna | 2025-09-29 | Sell | 78.46 | |
| Val T. Hoyle | 2025-09-23 | Sell | 79.89 | |
| Marjorie Taylor Greene | 2025-08-28 | Purchase | 83.24 |