Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-12-31 9.2859 0.3323 124986171 2210950 1.8008
BlackRock Inc 2025-09-30 7.5151 0.2963 101151945 2802425 2.8495
State Street Corp 2025-09-30 6.7798 0.5295 91254030 -21452803 -19.0342
Capital Research Global Investors 2025-12-31 5.6569 2.5777 76140352 -57410 -0.0753
J Stern & Co LLP 2025-12-31 4.6377 5.3199 62421841 62042825 16369.4475
JPMorgan Chase & Co 2025-09-30 4.48 0.3023 60299904 30346113 101.3098
Capital Research & Mgmt Co - Division 3 2025-12-31 3.3071 1.2797 44512309 -10387516 -18.9209
Dodge & Cox 2025-12-31 2.7914 3.7196 37571811 -2527555 -6.3032
Geode Capital Management, LLC 2025-12-31 2.2526 0.3426 30319882 677071 2.2841
Morgan Stanley - Brokerage Accounts 2025-09-30 2.205 0.3007 29678515 749482 2.5908
Bank of America Corp 2025-09-30 2.0956 0.3201 28205871 -136289 -0.4809
Fisher Asset Management, LLC 2025-12-31 1.6197 1.3646 21800188 625994 2.9564
NORGES BANK 2025-12-31 1.2832 0.3389 17271681 1112237 6.8829
Franklin Resources Inc 2025-09-30 1.1455 0.6433 15417875 -157992 -1.0143
Massachusetts Financial Services Company 2025-12-31 1.0522 0.8375 14162409 -1706461 -10.7535
Northern Trust Corp 2025-09-30 0.9253 0.2666 12453885 -125744 -0.9996
Charles Schwab Investment Management Inc 2025-12-31 0.7717 0.296 10386947 -27399 -0.2631
The Goldman Sachs Group Inc 2025-12-31 0.7681 0.2325 10338102 925494 9.8325
Sanders Capital, LLC 2025-12-31 0.6981 1.9848 9395871 -788 -0.0084
UBS Group AG 2025-09-30 0.6944 0.245 9345856 -1064232 -10.2231

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 3.1511 0.41 42412482 162672 0.385
Vanguard 500 Index Investor 2026-02-28 2.5622 0.4612 34486962 327960 0.9601
American Funds American Mutual A 2025-12-31 1.9268 4.265 25934534 -2209177 -7.8496
Capital Group American Mutual Comp 2025-12-31 1.9268 4.265 25934534 -2209177 -7.8496
Dodge & Cox Stock I 2025-12-31 1.8726 3.8625 25204600 -1931500 -7.1178
Capital Group Wash Mutual Invtrs Comp 2025-12-31 1.3364 1.5844 17988021 -3256356 -15.3281
American Funds Washington Mutual A 2025-12-31 1.3364 1.5844 17988021 -3256356 -15.3281
American Funds Invmt Co of Amer A 2025-12-31 1.3201 1.852 17768090 0 0
Capital Group Investment Co of Amer Comp 2025-12-31 1.3201 1.852 17768090 0 0
iShares Core S&P 500 ETF 2026-03-31 1.2819 0.4622 17254429 -9396 -0.0544
Fidelity 500 Index 2026-02-28 1.2677 0.4615 17063003 28125 0.1651
State Street® SPDR® S&P 500® ETF 2026-03-31 1.156 0.4616 15559204 -38269 -0.2454
Vanguard Value Index Inv 2026-02-28 0.9278 1.0565 12487975 150229 1.2176
American Funds Capital Income Bldr A 2025-12-31 0.9203 1.8808 12387541 -2046805 -14.1801
iShares US Aerospace & Defense ETF 2026-03-31 0.853 16.5538 11481575 -93800 -0.8103
MFS Large Cap Value Equity 2025-12-31 0.6067 2.728 8165452 -994936 -10.8613
MFS Value A 2026-02-28 0.573 2.7931 7712489 -200250 -2.5307
Vanguard Institutional Index I 2026-02-28 0.5643 0.4609 7594733 -58254 -0.7612
State Street® IndstrlSelSectSPDR®ETF 2026-03-31 0.5542 5.1197 7458865 -51672 -0.688
Capital Group Core Equity Composite 2025-12-31 0.5512 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