Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 10.297 | 0.3881 | 254322763 | 2185853 | 0.8669 |
| BlackRock Inc | 2025-09-30 | 8.6999 | 0.3157 | 214876600 | -3464232 | -1.5866 |
| State Street Corp | 2025-09-30 | 4.7849 | 0.3472 | 118180178 | -313686 | -0.2647 |
| Wellington Management Company LLP | 2025-12-31 | 3.4996 | 1.5943 | 86435458 | 11156354 | 14.82 |
| JPMorgan Chase & Co | 2025-09-30 | 2.8505 | 0.177 | 70403294 | 38581522 | 121.2425 |
| Geode Capital Management, LLC | 2025-12-31 | 2.4312 | 0.3893 | 60047984 | 249110 | 0.4166 |
| Charles Schwab Investment Management Inc | 2025-12-31 | 1.9662 | 0.7943 | 48563804 | -5135656 | -9.5637 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 1.8052 | 0.2266 | 44586535 | 385841 | 0.8729 |
| FMR Inc | 2025-12-31 | 1.6534 | 0.2192 | 40836566 | 7409816 | 22.1673 |
| NORGES BANK | 2025-12-31 | 1.5378 | 0.4277 | 37981502 | 1870213 | 5.179 |
| Northern Trust Corp | 2025-09-30 | 1.131 | 0.2999 | 27933141 | -812286 | -2.8258 |
| Bank of America Corp | 2025-09-30 | 1.0709 | 0.1506 | 26449436 | -1571698 | -5.609 |
| Fisher Asset Management, LLC | 2025-12-31 | 1.0071 | 0.8936 | 24873327 | 805201 | 3.3455 |
| Bank of New York Mellon Corp | 2025-09-30 | 0.8824 | 0.3282 | 21794354 | -203076 | -0.9232 |
| Amvescap Plc. | 2025-09-30 | 0.8035 | 0.2624 | 19844936 | 2821766 | 16.576 |
| Legal & General Group PLC | 2025-12-31 | 0.8007 | 0.4617 | 19776842 | -882315 | -4.2708 |
| UBS Asset Mgmt Americas Inc | 2025-09-30 | 0.7996 | 0.3599 | 19749865 | -5383464 | -21.4196 |
| The Goldman Sachs Group Inc | 2025-12-31 | 0.7834 | 0.2498 | 19348718 | 4327351 | 28.808 |
| UBS Group AG | 2025-09-30 | 0.6845 | 0.2223 | 16906008 | 5194 | 0.0307 |
| Franklin Resources Inc | 2025-09-30 | 0.678 | 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 | 2026-02-28 | 3.1791 | 0.4639 | 78519711 | 349056 | 0.4465 |
| Vanguard 500 Index Investor | 2026-02-28 | 2.5848 | 0.5218 | 63840705 | 607090 | 0.9601 |
| iShares Core S&P 500 ETF | 2026-03-31 | 1.2917 | 0.5329 | 31904087 | -17364 | -0.0544 |
| Fidelity 500 Index | 2026-02-28 | 1.2789 | 0.5221 | 31586851 | 52065 | 0.1651 |
| Schwab US Dividend Equity ETF™ | 2026-03-31 | 1.1723 | 4.0586 | 28954813 | 48208 | 0.1668 |
| State Street® SPDR® S&P 500® ETF | 2026-03-31 | 1.1649 | 0.5323 | 28770982 | -70756 | -0.2453 |
| Vanguard Value Index Inv | 2026-02-28 | 0.9359 | 1.195 | 23114949 | 275531 | 1.2064 |
| State Street®HlthCrSelSectSPDR®ETF | 2026-03-31 | 0.7345 | 5.6191 | 18141047 | 54992 | 0.3041 |
| Vanguard Health Care Inv | 2025-12-31 | 0.7333 | 4.8089 | 18111825 | -153368 | -0.8397 |
| Vanguard Equity-Income Inv | 2025-12-31 | 0.6459 | 2.686 | 15952264 | -694449 | -4.1717 |
| Vanguard Institutional Index I | 2026-02-28 | 0.5692 | 0.5214 | 14059732 | -107249 | -0.757 |
| Vanguard Dividend Appreciation ETF | 2026-02-28 | 0.5538 | 1.3601 | 13677887 | 71757 | 0.5274 |
| State St S&P 500® Indx SL Cl III | 2026-03-31 | 0.5364 | 0.5275 | 13249311 | 18400 | 0.1391 |
| Vanguard Wellington Inv | 2025-12-31 | 0.4629 | 1.0034 | 11432332 | 4634925 | 68.1867 |
| Vanguard Institutional 500 Index Trust | 2026-02-28 | 0.4513 | 0.5211 | 11146026 | 66018 | 0.5958 |
| Vanguard High Dividend Yield ETF | 2026-02-28 | 0.4152 | 1.3701 | 10254751 | 110974 | 1.094 |
| Equity Index Fund A | 2025-12-31 | 0.3987 | 0.4471 | 9846247 | -176456 | -1.7606 |
| Equity Index Non-Lendable Fund B | 2025-12-31 | 0.3987 | 0.4471 | 9846247 | 9846247 | 0 |
| Equity Index Fund E | 2025-12-31 | 0.3987 | 0.4471 | 9846247 | -176456 | -1.7606 |
| Blackrock Eq Idx Fund CF | 2026-03-31 | 0.3632 | 0.5304 | 8970944 | -29735 | -0.3304 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Ro Khanna | 2026-03-10 | Purchase | 117.14 | |
| Jennifer Zachary | 2026-02-09 | Sell | 121573 | 119.15 |
| Chirfi Guindo | 2026-02-09 | Sell | 10000 | 118.41 |
| 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 |
| Robert M Davis | 2026-02-04 | Sell | 47434 | 118.04 |
| Josh Gottheimer | 2026-02-04 | Purchase | 118.35 | |
| Dean Y Li | 2026-02-04 | Sell | 15087 | 118.77 |
| Dalton E Smart III | 2026-02-04 | Sell | 6400 | 119.67 |
| Caroline Litchfield | 2026-02-04 | Sell | 41997 | 119.61 |
| 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 |