Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-12-31 9.3114 0.3323 124986171 2210950 1.8008
BlackRock Inc 2025-09-30 7.5358 0.2963 101151945 2802425 2.8495
State Street Corp 2025-09-30 6.7984 0.5295 91254030 -21452803 -19.0342
Capital Research Global Investors 2025-09-30 5.6767 2.3923 76197762 799155 1.0599
JPMorgan Chase & Co 2025-09-30 4.4923 0.3023 60299904 30346113 101.3098
Capital Research & Mgmt Co - Division 3 2025-09-30 4.09 1.4827 54899825 -1013103 -1.8119
Dodge & Cox 2025-12-31 2.7991 3.7196 37571811 -2527555 -6.3032
Morgan Stanley - Brokerage Accounts 2025-09-30 2.211 0.3007 29678515 749482 2.5908
Geode Capital Management, LLC 2025-09-30 2.2084 0.3154 29642811 512500 1.7593
Bank of America Corp 2025-09-30 2.1013 0.3201 28205871 -136289 -0.4809
Fisher Asset Management, LLC 2025-09-30 1.5775 1.2824 21174194 575004 2.7914
NORGES BANK 2025-12-31 1.2867 0.3389 17271681 1112237 6.8829
Franklin Resources Inc 2025-09-30 1.1486 0.6433 15417875 -157992 -1.0143
Massachusetts Financial Services Company 2025-12-31 1.0551 0.8375 14162409 -1706461 -10.7535
Northern Trust Corp 2025-09-30 0.9278 0.2666 12453885 -125744 -0.9996
Charles Schwab Investment Management Inc 2025-12-31 0.7738 0.296 10386947 -27399 -0.2631
The Goldman Sachs Group Inc 2025-09-30 0.7012 0.1927 9412608 779532 9.0296
Sanders Capital, LLC 2025-12-31 0.7 1.9848 9395871 -788 -0.0084
UBS Group AG 2025-09-30 0.6963 0.245 9345856 -1064232 -10.2231
Amvescap Plc. 2025-09-30 0.6769 0.2396 9086607 -375403 -3.9675

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 3.1476 0.4041 42249810 131947 0.3133
Vanguard 500 Index Investor 2026-01-31 2.5448 0.4541 34159002 213120 0.6278
Capital Group American Mutual Comp 2025-12-31 1.9321 4.265 25934534 -2209177 -7.8496
American Funds American Mutual A 2025-12-31 1.9321 4.265 25934534 -2209177 -7.8496
Dodge & Cox Stock I 2025-12-31 1.8777 3.8625 25204600 -1931500 -7.1178
Capital Group Wash Mutual Invtrs Comp 2025-12-31 1.3401 1.5844 17988021 -3256356 -15.3281
American Funds Washington Mutual A 2025-12-31 1.3401 1.5844 17988021 -3256356 -15.3281
American Funds Invmt Co of Amer A 2025-12-31 1.3237 1.852 17768090 0 0
Capital Group Investment Co of Amer Comp 2025-12-31 1.3237 1.852 17768090 0 0
iShares Core S&P 500 ETF 2026-02-25 1.2723 0.442 17077586 3291240 23.8732
Fidelity 500 Index 2025-12-31 1.2632 0.4202 16955912 51377 0.3039
State Street® SPDR® S&P 500® ETF 2026-02-26 1.1796 0.4484 15834124 -28116 -0.1773
iShares US Aerospace & Defense ETF 2026-02-25 0.9267 15.4517 12438405 1315781 11.8298
American Funds Capital Income Bldr A 2025-12-31 0.9229 1.8808 12387541 -2046805 -14.1801
Vanguard Value Index Inv 2026-01-31 0.9192 1.0882 12337746 -4174 -0.0338
MFS Large Cap Value Equity 2025-12-31 0.6083 2.728 8165452 -994936 -10.8613
MFS Value A 2026-01-31 0.5895 2.8623 7912739 7912739 0
State Street® IndstrlSelSectSPDR®ETF 2026-02-26 0.585 4.891 7851825 41572 0.5323
Vanguard Institutional Index I 2026-01-31 0.5701 0.4543 7652987 -18285 -0.2384
Capital Group Core Equity Composite 2025-12-31 0.5527 3.1187 7418732 211601 2.936

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Dantaya M Williams 2026-02-23 Sell 12713 202.83
Neil G Mitchill Jr 2026-02-19 Sell 35755 205.56
Ramsaran Maharajh 2026-02-19 Sell 15124 204.65
Kevin G Dasilva 2026-02-13 Sell 8136 201.3
Shane G Eddy 2026-02-12 Sell 17527 199.16
Gilbert Ray Cisneros, Jr. 2026-01-09 Purchase 188.4
Markwayne Mullin 2025-12-29 Purchase 184.37
Roger Williams 2025-12-22 Purchase 185.7
Julie Johnson 2025-12-18 Sell 178.3
Julie Johnson 2025-11-13 Sell 173.98
Neil G Mitchill Jr 2025-10-24 Sell 4849 180.15
Shane G Eddy 2025-08-27 Sell 25968 159.79
Dan Newhouse 2025-08-18 Sell 155.56
Julie Johnson 2025-08-14 Sell 155.25
Troy D Brunk 2025-08-12 Sell 7654 155.2
Philip J Jasper 2025-08-04 Sell 12847 157.82
Kevin G Dasilva 2025-07-24 Sell 8704 156.2
Ramsaran Maharajh 2025-07-23 Sell 1462 152.26
Dantaya M Williams 2025-06-03 Sell 16922 137.62
John Boozman 2025-05-30 Purchase 136.43

Major Indices