Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 7.9002 | 0.1081 | 116993541 | 1702342 | 1.4766 |
| BlackRock Inc | 2026-03-31 | 6.1989 | 0.0847 | 91798963 | -357595 | -0.388 |
| Vanguard Capital Management, LLC | 2026-03-31 | 5.2246 | 0.1011 | 77369961 | 77369961 | 0 |
| State Street Corp | 2026-03-31 | 4.021 | 0.1094 | 59546361 | 230755 | 0.389 |
| Capital World Investors | 2026-03-31 | 3.4086 | 0.3638 | 50477362 | 1407411 | 2.8682 |
| Wellington Management Company LLP | 2026-03-31 | 2.5898 | 0.3783 | 38352243 | 6579523 | 20.7081 |
| Geode Capital Management, LLC | 2026-03-31 | 1.9544 | 0.0947 | 28942730 | 2499851 | 9.4538 |
| Vanguard Portfolio Management, LLC | 2026-03-31 | 1.9231 | 0.0786 | 28479621 | 28479621 | 0 |
| Morgan Stanley - Brokerage Accounts | 2026-03-31 | 1.4881 | 0.0701 | 22037703 | 2638143 | 13.599 |
| FMR Inc | 2026-03-31 | 1.4179 | 0.0584 | 20997830 | -613718 | -2.8398 |
| JPMorgan Chase & Co | 2026-03-31 | 1.3297 | 0.0648 | 19690991 | -2828767 | -12.5613 |
| Bank of New York Mellon Corp | 2026-03-31 | 1.0266 | 0.1476 | 15203475 | -569049 | -3.6078 |
| Amvescap Plc. | 2026-03-31 | 1.0215 | 0.1223 | 15127944 | 1761690 | 13.1801 |
| Harris Associates L.P. | 2026-03-31 | 0.9978 | 1.0402 | 14776259 | -180623 | -1.2076 |
| Bank of America Corp | 2026-03-31 | 0.9574 | 0.0548 | 14178482 | -115294 | -0.8066 |
| NORGES BANK | 2025-12-31 | 0.8797 | 0.0888 | 13027095 | 1272262 | 10.8233 |
| UBS Group AG | 2026-03-31 | 0.8685 | 0.102 | 12861148 | -919469 | -6.6722 |
| Northern Trust Corp | 2026-03-31 | 0.8352 | 0.0864 | 12368667 | -543762 | -4.2112 |
| Flossbach von Storch AG | 2026-03-31 | 0.823 | 3.0034 | 12188384 | -564933 | -4.4297 |
| Royal Bank of Canada | 2026-03-31 | 0.7748 | 0.1063 | 11474522 | 3110699 | 37.1923 |
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 | 2.5631 | 0.0761 | 37956567 | 131672 | 0.3481 |
| Vanguard 500 Index Investor | 2026-04-30 | 2.0862 | 0.0854 | 30894718 | 555022 | 1.8294 |
| Vanguard Dividend Growth Inv | 2026-03-31 | 1.2261 | 2.6864 | 18156451 | 3370466 | 22.795 |
| American Funds American Balanced A | 2026-03-31 | 1.1548 | 0.3427 | 17101351 | 3633423 | 26.9783 |
| iShares Core S&P 500 ETF | 2026-05-29 | 1.06 | 0.0846 | 15697815 | 47955 | 0.3064 |
| Fidelity 500 Index | 2026-04-30 | 1.0311 | 0.0856 | 15268839 | 52526 | 0.3452 |
| State Street® SPDR® S&P 500® ETF | 2026-05-31 | 0.9698 | 0.0847 | 14361518 | 15246 | 0.1063 |
| Capital Group Growth Fnd of Amer Comp | 2026-03-31 | 0.8586 | 0.2192 | 12715006 | 0 | 0 |
| American Funds Growth Fund of Amer A | 2026-03-31 | 0.8586 | 0.2192 | 12715006 | 0 | 0 |
| Vanguard Value Index Inv | 2026-04-30 | 0.7458 | 0.205 | 11043847 | 31686 | 0.2877 |
| Capital Group Wash Mutual Invtrs Comp | 2026-03-31 | 0.6333 | 0.2484 | 9378206 | 0 | 0 |
| American Funds Washington Mutual A | 2026-03-31 | 0.6333 | 0.2484 | 9378206 | 0 | 0 |
| FvS SICAV Multiple Opportunities F | 2026-02-28 | 0.4727 | 1.6393 | 7000000 | 0 | 0 |
| Oakmark Investor | 2026-03-31 | 0.4708 | 1.4982 | 6971500 | 0 | 0 |
| Vanguard Dividend Appreciation ETF | 2026-04-30 | 0.4518 | 0.237 | 6690220 | 18888 | 0.2831 |
| Vanguard Institutional Index I | 2026-04-30 | 0.4453 | 0.0853 | 6594096 | -118537 | -1.7659 |
| State St S&P 500® Idx SL Cl I | 2026-05-31 | 0.4316 | 0.0844 | 6391132 | -31900 | -0.4967 |
| State Street® CnsmrDiscSelSectSPDR®ETF | 2026-05-31 | 0.4295 | 1.2356 | 6359770 | -79 | -0.0012 |
| State Street® SPDR® S&P® Dividend ETF | 2026-05-31 | 0.4042 | 1.3156 | 5985587 | 0 | 0 |
| American Funds Income Fund of Amer A | 2026-03-31 | 0.3665 | 0.2024 | 5426970 | 2000000 | 58.3606 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Elliott Hill | 2026-04-13 | Purchase | 23660 | 42.27 |
| Timothy D Cook | 2026-04-10 | Purchase | 25000 | 42.43 |
| John W Rogers Jr | 2026-04-09 | Purchase | 4000 | 43.34 |
| Robert Holmes Swan | 2026-04-07 | Purchase | 11781 | 42.44 |
| Ro Khanna | 2026-03-30 | Sell | 51.27 | |
| Ro Khanna | 2026-03-23 | Sell | 52.69 | |
| Ro Khanna | 2026-03-10 | Purchase | 56.1 | |
| Ro Khanna | 2026-02-17 | Purchase | 64.74 | |
| Elliott Hill | 2025-12-29 | Purchase | 16388 | 61.1 |
| Robert Holmes Swan | 2025-12-22 | Purchase | 8691 | 57.54 |
| Timothy D Cook | 2025-12-22 | Purchase | 50000 | 58.97 |
| Mark G Parker | 2025-11-14 | Sell | 86078 | 64.8 |
| Jorgen Vig Knudstorp | 2025-11-07 | Purchase | 16150 | 62.09 |
| Ro Khanna | 2025-10-07 | Sell | 69.03 | |
| Treasure Heinle | 2025-10-06 | Sell | 4300 | 71.27 |
| Val T. Hoyle | 2025-09-23 | Sell | 70.92 | |
| Mark G Parker | 2025-08-14 | Sell | 86078 | 75.93 |
| Mark G Parker | 2025-07-16 | Sell | 110000 | 72.29 |