Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-06-30 7.794 1.2926 251390681 4502976 1.8239
BlackRock Inc 2025-06-30 6.3856 1.2455 205962777 294185 0.143
State Street Corp 2025-06-30 3.5164 1.3504 113418687 -308284 -0.2711
Geode Capital Management, LLC 2025-06-30 2.008 1.4355 64767993 1269304 1.9989
JPMorgan Chase & Co 2025-06-30 1.4266 0.9559 46015610 6600062 16.7448
Morgan Stanley - Brokerage Accounts 2025-06-30 1.3405 0.8947 43237058 -2142047 -4.7203
Capital World Investors 2025-06-30 1.2908 1.9225 41632930 1368750 3.3994
NORGES BANK 2025-06-30 1.1556 1.4779 37272002 1564178 4.3805
Goldman Sachs Group Inc 2025-06-30 0.9471 1.3183 30547096 16743671 121.3008
FMR Inc 2025-06-30 0.9269 0.5356 29896066 -317293 -1.0502
Northern Trust Corp 2025-06-30 0.8169 1.151 26348233 -1239379 -4.4925
Bank of America Corp 2025-06-30 0.8055 0.6039 25981479 1122664 4.5162
UBS Asset Mgmt Americas Inc 2025-06-30 0.7676 1.592 24757452 1232792 5.2404
T. Rowe Price Associates, Inc. 2025-06-30 0.7548 0.8761 24345383 1191249 5.1449
Barclays PLC 2025-06-30 0.6358 1.4928 20506163 1970240 10.6293
Legal & General Group PLC 2025-06-30 0.627 1.5947 20225098 1134678 5.9437
Amundi 2025-06-30 0.6261 2.2004 20194152 3422270 20.4048
Charles Schwab Investment Management Inc 2025-06-30 0.5759 1.0206 18576698 401757 2.2105
Amvescap Plc. 2025-06-30 0.487 0.8487 15709015 922601 6.2395
Bank of New York Mellon Corp 2025-06-30 0.4823 0.9336 15555591 -1051803 -6.3333

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 2.6673 1.3874 86033861 -1989610 -2.2603
Vanguard 500 Index Investor 2025-07-31 2.1506 1.6072 69365314 -10161909 -12.7779
Fidelity 500 Index 2025-07-31 1.1013 1.6054 35521124 15254 0.043
SPDR® S&P 500® ETF 2025-08-31 1.0492 1.7056 33841001 416438 1.2459
iShares Core S&P 500 ETF 2025-08-31 1.0454 1.7047 33719699 0 0
Invesco QQQ Trust 2025-08-29 0.9454 2.7849 30492167 211642 0.6989
Vanguard Growth Index Investor 2025-07-31 0.8767 2.6876 28277687 104332 0.3703
American Funds Growth Fund of Amer A 2025-06-30 0.674 2.1531 21740221 1126213 5.4633
Capital Group Growth Fnd of Amer Comp 2025-06-30 0.674 2.1531 21740221 1126213 5.4633
Vanguard Institutional Index I 2025-07-31 0.5252 1.6074 16940111 -188579 -1.101
State St S&P 500® Indx SL Cl III 2025-08-31 0.4637 1.6952 14957655 -23086 -0.1541
The Consumer Discret Sel SectSPDR® ETF 2025-08-31 0.3484 16.1301 11238461 7278 0.0648
American Funds New Perspective A 2025-06-30 0.3347 2.2065 10796181 -21001 -0.1941
Capital Group New Perspective Comp 2025-06-30 0.3347 2.2065 10796181 -21001 -0.1941
Vanguard Institutional 500 Index Trust 2025-07-31 0.3317 1.606 10699728 10699728 0
Blackrock Eq Idx Fund CF 2025-06-30 0.3284 1.6881 10591430 114537 1.0932
iShares Russell 1000 Growth ETF 2025-08-31 0.3283 3.0357 10587765 0 0
JPMorgan Large Cap Growth I 2025-07-31 0.2891 2.4595 9325583 -1099613 -10.5476
Blackrock Russ 1000 Eq Idx Composite 2025-06-30 0.2731 1.5607 8807848 -316588 -3.4697
Russell 1000 Index Fund 2025-08-31 0.2693 1.5667 8685998 -95286 -1.0851

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
James R Murdoch 2025-09-15 Sell 60000 422.68
Xiaotong Zhu 2025-09-11 Sell 20000 363.75
Vaibhav Taneja 2025-09-08 Sell 2606 352.38
James R Murdoch 2025-08-26 Sell 120000 350.29
Ro Khanna 2025-08-26 Sell 351.67
Adam Smith 2025-08-08 Sell 329.61
Gilbert Ray Cisneros, Jr. 2025-08-05 Purchase 308.72
Ro Khanna 2025-08-04 Sell 309.26
Lisa C. McClain 2025-07-10 Sell 309.87
Vaibhav Taneja 2025-07-08 Sell 2000 300
Vaibhav Taneja 2025-07-07 Sell 4000 292.89
Lisa C. McClain 2025-06-17 Purchase 316.73
Xiaotong Zhu 2025-06-12 Sell 15000 323.81
Vaibhav Taneja 2025-06-09 Sell 2564 285.71
Lisa C. McClain 2025-06-09 Purchase 308.58
Josh Gottheimer 2025-06-05 Sell 284.68
Robert Bresnahan, Jr. 2025-06-05 Purchase 284.68
Vaibhav Taneja 2025-06-03 Sell 1000 350
Vaibhav Taneja 2025-06-02 Sell 6000 341.02
Josh Gottheimer 2025-05-29 Purchase 358.43

Major Indices