Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-06-30 9.017 0.1036 86146328 -75521 -0.0876
BlackRock Inc 2025-06-30 7.9115 0.1069 75585221 1753241 2.3746
State Street Corp 2025-06-30 4.5649 0.1215 43611970 -924133 -2.075
Capital Research Global Investors 2025-06-30 2.8593 0.4065 27317362 1747868 6.8358
Comprehensive Financial Management LLC 2025-06-30 2.8386 56.2239 27119118 0 0
Geode Capital Management, LLC 2025-06-30 2.2953 0.1137 21928971 -201462 -0.9103
Morgan Stanley - Brokerage Accounts 2025-06-30 1.4809 0.0685 14148136 -2154447 -13.2154
NORGES BANK 2025-06-30 1.2979 0.115 12400026 -329999 -2.5923
Artisan Partners Limited Partnership 2025-06-30 1.2552 1.3048 11992031 184014 1.5584
Deutsche Bank AG 2025-06-30 1.092 0.2855 10432436 -805782 -7.17
Bank of America Corp 2025-06-30 1.0877 0.0565 10391369 -189606 -1.792
Northern Trust Corp 2025-06-30 1.0721 0.1047 10242435 -24287 -0.2366
Amvescap Plc. 2025-06-30 1.0507 0.1269 10038584 522514 5.4909
ClearBridge Advisors, LLC 2025-06-30 1.0393 0.5992 9929160 -443489 -4.2756
UBS Asset Mgmt Americas Inc 2025-06-30 0.969 0.1393 9257921 1409902 17.9651
FMR Inc 2025-06-30 0.8961 0.0359 8560867 3690318 75.768
Amundi 2025-06-30 0.8751 0.2202 8360474 -428590 -4.8764
Nuveen, LLC 2025-06-30 0.8012 0.1572 7654449 -456879 -5.6326
Coatue Management LLC 2025-06-30 0.7296 1.4431 6970822 1732838 33.0822
Legal & General Group PLC 2025-06-30 0.7049 0.1242 6734547 -236768 -3.3963

Top Mutual Fund Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Total Stock Mkt Idx Inv 2025-07-31 3.1998 0.11 30570195 -723096 -2.3107
Vanguard 500 Index Investor 2025-07-31 2.5196 0.1244 24072118 -3526382 -12.7774
Invesco QQQ Trust 2025-08-29 2.0981 0.3849 20045232 139107 0.6988
Capital Group Investment Co of Amer Comp 2025-06-30 1.354 0.5796 12935880 1146613 9.7259
American Funds Invmt Co of Amer A 2025-06-30 1.354 0.5796 12935880 1146613 9.7259
Fidelity 500 Index 2025-07-31 1.2904 0.1243 12327837 5294 0.043
Capital Group Growth Fnd of Amer Comp 2025-06-30 1.2548 0.2778 11987911 280131 2.3927
American Funds Growth Fund of Amer A 2025-06-30 1.2548 0.2778 11987911 280131 2.3927
SPDR® S&P 500® ETF 2025-08-31 1.2281 0.1243 11732994 144463 1.2466
iShares Core S&P 500 ETF 2025-08-31 1.225 0.1244 11702971 0 0
Vanguard Value Index Inv 2025-07-31 0.9022 0.3029 8619742 -10608 -0.1229
The Financial Select Sector SPDR® ETF 2025-08-31 0.7249 0.8915 6925213 -21952 -0.316
Vanguard Institutional Index I 2025-07-31 0.6154 0.1244 5879312 -64542 -1.0859
State St S&P 500® Indx SL Cl III 2025-08-31 0.5434 0.1237 5191210 -7976 -0.1534
Vanguard Institutional 500 Index Trust 2025-07-31 0.3887 0.1243 3713651 3713651 0
Blackrock Eq Idx Fund CF 2025-06-30 0.3847 0.137 3674957 -5201 -0.1413
Vanguard PRIMECAP Inv 2025-06-30 0.3523 0.3337 3365400 331000 10.9083
Invesco NASDAQ 100 ETF 2025-08-29 0.3367 0.3842 3216665 516 0.016
Blackrock Russ 1000 Eq Idx Composite 2025-06-30 0.3201 0.1268 3058543 -233593 -7.0955
Russell 1000 Index Fund 2025-08-31 0.3155 0.1143 3014149 -26086 -0.858

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Suzan Kereere 2025-08-19 Sell 4162 69.39
Lisa C. McClain 2025-08-04 Purchase 68.01
Chris Natali 2025-07-31 Sell 7102 69.35
Diego Scotti 2025-07-31 Sell 3838 69.12
Angus S. King Jr. 2025-07-21 Purchase 74.82
James Comer 2025-07-03 Sell 76.41
Deborah M Messemer 2025-06-06 Sell 3795 73
Diego Scotti 2025-06-06 Sell 3839 73.24
Suzan Kereere 2025-06-06 Sell 4162 73.24
Jefferson Shreve 2025-05-12 Sell 72.31
Ro Khanna 2025-04-23 Sell 62.54
Ro Khanna 2025-04-15 Purchase 62
Tommy Tuberville 2025-04-15 Sell 62
Dan Newhouse 2025-04-11 Sell 62.59
Robert Bresnahan, Jr. 2025-04-08 Purchase 57.41
Jefferson Shreve 2025-04-07 Purchase 58.53
Julie Johnson 2025-04-01 Sell 66.1
Byron Donalds 2025-03-20 Purchase 69.67
Jefferson Shreve 2025-03-05 Sell 69.5
Josh Gottheimer 2025-03-03 Sell 69.75

Major Indices