Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-12-31 9.3279 6.1287 2266683275 43149475 1.9406
BlackRock Inc 2025-09-30 7.9393 6.3016 1929259144 19470172 1.0195
State Street Corp 2025-09-30 4.033 6.341 980029103 1820241 0.1861
JPMorgan Chase & Co 2025-09-30 4.0216 5.4621 977238564 514651697 111.2551
FMR Inc 2025-12-31 3.9961 9.234 971063283 -11643333 -1.1848
Geode Capital Management, LLC 2025-09-30 2.4091 6.9424 585419652 6206155 1.0715
T. Rowe Price Associates, Inc. 2025-09-30 1.6286 7.8995 395742700 -10582655 -2.6045
NORGES BANK 2025-12-31 1.3735 6.6589 333748700 8494803 2.6117
Morgan Stanley - Brokerage Accounts 2025-09-30 1.329 3.6483 322956343 -2754465 -0.8457
Northern Trust Corp 2025-09-30 1.0677 6.1924 259439810 -1711649 -0.6554
UBS Asset Mgmt Americas Inc 2025-09-30 0.8081 7.9558 196368811 -41153475 -17.3262
Bank of America Corp 2025-09-30 0.7841 2.4111 190535745 -11164870 -5.5354
Legal & General Group PLC 2025-12-31 0.7057 7.0923 171472969 -9730066 -5.3697
The Goldman Sachs Group Inc 2025-09-30 0.6915 3.8357 168036771 8009717 5.0052
Capital Research Global Investors 2025-09-30 0.6806 5.7894 165377852 22896705 16.07
Bank of New York Mellon Corp 2025-09-30 0.6439 5.2369 156460290 -473158 -0.3015
Charles Schwab Investment Management Inc 2025-12-31 0.642 4.5207 155997363 117017 0.0751
Amvescap Plc. 2025-09-30 0.5876 4.1975 142793326 4565930 3.3032
Wellington Management Company LLP 2025-12-31 0.579 4.5985 140706711 -2665880 -1.8594
Nuveen, LLC 2025-09-30 0.5776 6.9118 140351371 -8396421 -5.6447

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 2.9926 6.6153 727204610 2009037 0.277
Vanguard 500 Index Investor 2026-01-31 2.5476 7.8276 619062511 3860633 0.6275
iShares Core S&P 500 ETF 2026-02-25 1.2737 7.9927 309512802 52865513 20.5985
Fidelity 500 Index 2025-12-31 1.2646 7.7448 307307046 -842135 -0.2733
State Street® SPDR® S&P 500® ETF 2026-02-26 1.1806 7.6006 286897005 -509760 -0.1774
Vanguard Growth Index Investor 2026-01-31 0.997 13.2291 242279868 1484738 0.6166
Invesco QQQ Trust 2026-02-26 0.775 8.7327 188328807 -417513 -0.2212
Vanguard Institutional Index I 2026-01-31 0.5708 7.832 138701093 -332561 -0.2392
State St S&P 500® Indx SL Cl III 2026-01-31 0.5325 7.7672 129390773 1307600 1.0209
Vanguard Information Technology ETF 2026-01-31 0.5079 18.0532 123426590 513186 0.4175
American Funds Growth Fund of Amer A 2025-12-31 0.4488 6.0536 109053636 3767443 3.5783
Capital Group Growth Fnd of Amer Comp 2025-12-31 0.4488 6.0536 109053636 3767443 3.5783
Vanguard Institutional 500 Index Trust 2026-01-31 0.4464 7.8248 108477782 352375 0.3259
Fidelity Growth Compy Commingled Pl S 2025-12-31 0.3982 16.734 96756715 -142300 -0.1469
Fidelity Contrafund 2025-12-31 0.3645 9.3682 88567950 -341100 -0.3837
Blackrock Eq Idx Fund CF 2025-12-31 0.3626 7.6926 88111877 -1794639 -1.9961
JPM US Large Cap Growth-MA 2025-12-31 0.348 13.1085 84572286 78039623 1194.6066
JPMorgan Large Cap Growth I 2025-12-31 0.348 13.0648 84572286 -2835099 -3.2435
iShares Russell 1000 Growth ETF 2026-02-25 0.3294 13.2152 80039033 -577241 -0.716
Russell 1000 Index Fund 2026-01-31 0.3021 6.9911 73399184 745781 1.0265

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Colette Kress 2026-02-04 Sell 20000 175.72
Colette Kress 2026-02-04 Sell 27640 175.72
Daniel Meuser 2026-01-30 Sell 191.13
Gilbert Ray Cisneros, Jr. 2026-01-30 Purchase 191.13
John McGuire 2026-01-30 Purchase 191.13
Ro Khanna 2026-01-23 Purchase 187.81
Ajay K Puri 2026-01-21 Sell 200000 180.04
Nancy Pelosi 2026-01-16 Purchase 186.54
Daniel Meuser 2026-01-14 Sell 183.14
Colette Kress 2026-01-13 Sell 20000 184.92
Colette Kress 2026-01-13 Sell 27640 184.92
Sheldon Whitehouse 2026-01-09 Sell 184.86
Ajay K Puri 2026-01-07 Sell 200000 187.82
Nancy Pelosi 2025-12-30 Purchase 187.54
Markwayne Mullin 2025-12-29 Purchase 188.22
Nancy Pelosi 2025-12-24 Sell 188.33
Gilbert Ray Cisneros, Jr. 2025-12-24 Sell 188.33
Mark A Stevens 2025-12-19 Sell 222500 180.17
Gilbert Ray Cisneros, Jr. 2025-12-19 Sell 180.99
Harvey C Jones 2025-12-15 Sell 250000 177.33

Major Indices