Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2024-12-31 7.5608 1.7106 243193181 3571793 1.4906
BlackRock Inc 2024-12-31 6.2859 1.6522 202186537 7442244 3.8215
State Street Corp 2024-12-31 3.4886 1.7889 112211396 502207 0.4496
Geode Capital Management, LLC 2024-12-31 1.8968 1.9035 61011604 1655203 2.7886
Morgan Stanley - Brokerage Accounts 2024-12-31 1.398 1.2722 44967162 4918044 12.28
Capital World Investors 2024-12-31 1.2815 2.5272 41219130 -1593858 -3.7228
JPMorgan Chase & Co 2024-12-31 1.1189 1.0822 35989404 -27289466 -43.1257
NORGES BANK 2024-12-31 1.1101 1.8923 35707824 4876158 15.8154
FMR Inc 2024-12-31 1.0776 0.8354 34661400 9920325 40.0966
Northern Trust Corp 2024-12-31 0.8885 1.6342 28579615 5075418 21.5937
T. Rowe Price Associates, Inc. 2024-12-31 0.8882 1.3301 28570607 -1231978 -4.1338
UBS Asset Mgmt Americas Inc 2024-12-31 0.7628 2.3108 24536519 158697 0.651
Bank of America Corp 2024-12-31 0.6176 0.673 19865965 -1358374 -6.4001
Charles Schwab Investment Management Inc 2024-12-31 0.5387 1.2899 17325850 780026 4.7143
Bank of New York Mellon Corp 2024-12-31 0.5293 1.2699 17026158 -167966 -0.9769
Legal & General Group PLC 2024-12-31 0.5055 1.7373 16258842 -552076 -3.284
BAMCO Inc 2024-12-31 0.4532 15.219 14578809 -349720 -2.3426
Loomis, Sayles & Company LP 2024-12-31 0.4188 6.8669 13471709 -2650229 -16.4387
Barclays PLC 2024-12-31 0.4106 1.4945 13205963 -1268399 -8.7631
Nuveen Asset Management, LLC 2024-12-31 0.4076 1.4951 13109178 2170449 19.8419

Top Mutual Fund Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Total Stock Mkt Idx Inv 2025-02-28 2.6756 1.3948 86061526 292633 0.3412
Vanguard Institutional 500 Index Trust 2025-02-28 2.408 1.6222 77452868 525194 0.6827
Fidelity 500 Index 2025-01-31 1.0826 2.2056 34821730 153651 0.4432
SPDR® S&P 500® ETF Trust 2025-02-28 1.0734 1.6198 34526061 -246852 -0.7099
iShares Core S&P 500 ETF 2025-02-28 1.0199 1.6179 32803813 -1648 -0.005
Invesco QQQ Trust 2025-02-28 0.9481 2.7615 30494331 -2394 -0.0079
Vanguard Growth Index Investor 2025-02-28 0.8603 2.8679 27672812 20840 0.0754
American Funds Growth Fund of Amer A 2024-12-31 0.6657 2.905 21412134 -2005183 -8.5628
Capital Group Growth Fnd of Amer Comp 2024-12-31 0.6657 2.905 21412134 -2005183 -8.5628
Vanguard Institutional Index I 2025-02-28 0.5383 1.6205 17315199 -204742 -1.1686
State St S&P 500® Indx SL Cl III 2025-02-28 0.4199 1.6097 13506273 10000 0.0741
JPMorgan Large Cap Growth I 2025-01-31 0.3488 4.1992 11218762 1793285 19.0259
American Funds New Perspective A 2024-12-31 0.3484 3.1817 11207138 -187267 -1.6435
Capital Group New Perspective Comp 2024-12-31 0.3484 3.1817 11207138 -187267 -1.6435
Blackrock Eq Idx Fund CF 2024-12-31 0.3262 2.2551 10490874 -8854 -0.0843
The Consumer Discret Sel SectSPDR® ETF 2025-02-28 0.3232 13.6208 10395012 -20087 -0.1929
iShares Russell 1000 Growth ETF 2025-02-28 0.307 2.8139 9873303 -7580 -0.0767
Baron Partners Retail 2024-12-31 0.2887 46.3916 9287500 -232500 -2.4422
Russell 1000 Index Fund 2025-02-28 0.2698 1.485 8678767 131589 1.5396
Blackrock Russ 1000 Eq Idx Composite 2024-12-31 0.2678 2.0811 8612289 -21879 -0.2534

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
James R Murdoch 2025-03-10 Sell 54776 240.79
Marjorie Taylor Greene 2025-03-07 Purchase 0 262.67
Vaibhav Taneja 2025-03-06 Sell 2672 268.73
Robert Bresnahan, Jr. 2025-03-06 Sell 0 263.45
Robyn M Denholm 2025-03-03 Sell 112390 299.61
Vaibhav Taneja 2025-03-03 Sell 6000 296.02
Robert Bresnahan, Jr. 2025-02-27 Sell 0 281.95
Gilbert Ray Cisneros, Jr. 2025-02-26 Purchase 0 290.8
Josh Gottheimer 2025-02-14 Sell 0 355.84
Josh Gottheimer 2025-02-13 Sell 0 355.94
Julie Johnson 2025-02-12 Sell 0 336.51
Julie Johnson 2025-02-11 Sell 0 328.5
Kimbal Musk 2025-02-06 Sell 75000 367.87
Josh Gottheimer 2025-02-05 Purchase 0 378.17
Robyn M Denholm 2025-02-03 Sell 112390 384.04
Vaibhav Taneja 2025-02-03 Sell 7000 383.11
Josh Gottheimer 2025-01-31 Purchase 0 404.6
Josh Gottheimer 2025-01-30 Purchase 0 400.28
Josh Gottheimer 2025-01-28 Purchase 0 398.31
Marjorie Taylor Greene 2025-01-08 Purchase 0 394.94

Major Indices