Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 10.5405 | 0.0844 | 59916887 | 268481 | 0.4501 |
| Investors Finance Co PLC | 2025-12-31 | 10.2354 | 99.5963 | 58182426 | 0 | 0 |
| BlackRock Inc | 2025-09-30 | 7.0658 | 0.0622 | 40165064 | 3083656 | 8.3159 |
| Wellington Management Company LLP | 2025-12-31 | 6.6251 | 0.641 | 37659824 | -2143068 | -5.3842 |
| Massachusetts Financial Services Company | 2025-12-31 | 4.8602 | 0.8653 | 27627767 | 1258964 | 4.7744 |
| State Street Corp | 2025-09-30 | 3.4514 | 0.0602 | 19619192 | 1404348 | 7.7099 |
| Geode Capital Management, LLC | 2025-12-31 | 2.2609 | 0.0768 | 12851894 | 378577 | 3.0351 |
| Franklin Resources Inc | 2025-09-30 | 1.8617 | 0.2334 | 10582893 | -157014 | -1.462 |
| Harris Associates L.P. | 2025-12-31 | 1.5167 | 1.0584 | 8621689 | 2716280 | 45.9965 |
| Bank of America Corp | 2025-09-30 | 1.2194 | 0.0416 | 6931446 | -141522 | -2.0009 |
| Nuveen, LLC | 2025-12-31 | 1.0684 | 0.1545 | 6073271 | 2736322 | 82.0007 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 1.0025 | 0.0305 | 5698719 | 297993 | 5.5176 |
| Ameriprise Financial Inc | 2025-09-30 | 0.9958 | 0.1149 | 5660331 | -238421 | -4.0419 |
| The Goldman Sachs Group Inc | 2025-12-31 | 0.9688 | 0.0656 | 5507265 | -286308 | -4.9418 |
| NORGES BANK | 2025-12-31 | 0.9601 | 0.0567 | 5457639 | 908064 | 19.9593 |
| Amvescap Plc. | 2025-09-30 | 0.8874 | 0.0703 | 5044521 | 532775 | 11.8086 |
| Manufacturers Life Insurance Co | 2025-12-31 | 0.8203 | 0.3721 | 4662676 | -405600 | -8.0027 |
| Northern Trust Corp | 2025-09-30 | 0.7386 | 0.0475 | 4198608 | 116542 | 2.855 |
| UBS Group AG | 2025-09-30 | 0.7334 | 0.0578 | 4168782 | -207792 | -4.7478 |
| Select Equity Group LP | 2025-12-31 | 0.6602 | 1.5712 | 3752757 | 782105 | 26.3277 |
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 | 2.8586 | 0.0679 | 16249608 | 74561 | 0.461 |
| Vanguard Wellington Inv | 2025-12-31 | 2.7549 | 1.2683 | 15660212 | -736457 | -4.4915 |
| MFS Value A | 2026-02-28 | 2.046 | 1.8206 | 11630346 | 699576 | 6.4001 |
| Vanguard 500 Index Investor | 2026-02-28 | 2.0406 | 0.0671 | 11599887 | 110231 | 0.9594 |
| Vanguard Mid Cap Index Institutional | 2026-02-28 | 1.9649 | 0.4645 | 11169374 | 38793 | 0.3485 |
| MFS Large Cap Value Equity | 2025-12-31 | 1.9519 | 1.9632 | 11095455 | -453432 | -3.9262 |
| Franklin Rising Dividends A | 2026-02-28 | 1.0309 | 1.8671 | 5860000 | 0 | 0 |
| iShares Core S&P 500 ETF | 2026-03-31 | 1.0155 | 0.0681 | 5772629 | -3144 | -0.0544 |
| Fidelity 500 Index | 2026-02-28 | 1.0099 | 0.0671 | 5740651 | 9474 | 0.1653 |
| State Street® SPDR® S&P 500® ETF | 2026-03-31 | 0.9135 | 0.0678 | 5192455 | -12789 | -0.2457 |
| Vanguard Value Index Inv | 2026-02-28 | 0.842 | 0.175 | 4786103 | 57149 | 1.2085 |
| MFS Growth Equity | 2025-12-31 | 0.81 | 1.0224 | 4604153 | 1292128 | 39.0132 |
| MFS Growth B | 2026-02-28 | 0.8017 | 0.9962 | 4557327 | -35810 | -0.7796 |
| Vanguard Equity-Income Inv | 2025-12-31 | 0.7801 | 0.689 | 4434584 | 99211 | 2.2884 |
| Oakmark Investor | 2025-12-31 | 0.6548 | 1.4071 | 3722305 | -282000 | -7.0424 |
| Vanguard Mid-Cap Value ETF | 2026-02-28 | 0.5643 | 0.7708 | 3207446 | 22592 | 0.7094 |
| State Street®FinSelSectSPDR®ETF | 2026-03-31 | 0.54 | 0.5399 | 3069563 | 5181 | 0.1691 |
| Vanguard Windsor II Inv | 2025-12-31 | 0.5188 | 0.4515 | 2949266 | 2949266 | 0 |
| MFS Mid Cap Growth Equity | 2025-12-31 | 0.4595 | 1.7957 | 2611865 | 159930 | 6.5226 |
| MFS Mid Cap Growth A | 2026-02-28 | 0.4595 | 1.6597 | 2611865 | 0 | 0 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Adena T Friedman | 2026-04-01 | Sell | 113611 | 85.44 |
| April McClain Delaney | 2026-03-31 | Purchase | 84.89 | |
| Ro Khanna | 2026-03-30 | Sell | 83.52 | |
| Ro Khanna | 2026-03-25 | Sell | 83.74 | |
| Ro Khanna | 2026-03-24 | Sell | 84.28 | |
| April McClain Delaney | 2026-03-18 | Purchase | 85.44 | |
| April McClain Delaney | 2026-03-10 | Purchase | 87.6 | |
| April McClain Delaney | 2026-03-09 | Purchase | 88.05 | |
| Adena T Friedman | 2026-03-06 | Sell | 92840 | 90.08 |
| April McClain Delaney | 2026-03-04 | Purchase | 89.13 | |
| April McClain Delaney | 2026-03-03 | Purchase | 87.42 | |
| April McClain Delaney | 2026-02-27 | Purchase | 87.58 | |
| Ro Khanna | 2026-02-24 | Purchase | 81.11 | |
| Ro Khanna | 2026-02-11 | Sell | 80.29 | |
| Ro Khanna | 2026-02-06 | Sell | 84.83 | |
| Ro Khanna | 2026-02-05 | Sell | 85.51 | |
| Adena T Friedman | 2026-02-02 | Sell | 300000 | 96.91 |
| Ro Khanna | 2026-01-29 | Sell | 98.09 | |
| Ro Khanna | 2026-01-23 | Sell | 98.05 | |
| John Zecca | 2026-01-06 | Sell | 4500 | 100.01 |