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Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2024-09-30 7.4647 1.1226 239621388 1998149 0.8409
BlackRock Inc 2024-06-30 5.9215 0.8513 190084412 1715845 0.9109
State Street Corp 2024-09-30 3.48 1.1892 111709189 -2259175 -1.9823
Geode Capital Management, LLC 2024-09-30 1.8491 1.2527 59356401 1022589 1.753
Capital World Investors 2024-09-30 1.3337 1.7365 42812988 104201 0.244
Morgan Stanley - Brokerage Accounts 2024-09-30 1.2476 0.7596 40049118 -40502480 -50.2814
JPMorgan Chase & Co 2024-09-30 0.9831 0.6294 31558253 -648011 -2.0121
NORGES BANK 2024-06-30 0.9605 0.9115 30831666 -739312 -2.3417
T. Rowe Price Associates, Inc. 2024-09-30 0.9284 0.8977 29802585 3015212 11.2561
FMR Inc 2024-09-30 0.7707 0.3939 24741075 828308 3.4639
UBS Asset Mgmt Americas Inc 2024-09-30 0.7594 1.6385 24377822 2946763 13.75
Northern Trust Corp 2024-09-30 0.7322 1.0067 23504197 -652604 -2.7015
Legal & General Group PLC 2024-09-30 0.6722 1.1765 21577483 -631309 -2.8426
Bank of America Corp 2024-09-30 0.6612 0.461 21224339 724450 3.5339
Bank of New York Mellon Corp 2024-09-30 0.5356 0.8366 17194124 -526241 -2.9697
Charles Schwab Investment Management Inc 2024-09-30 0.5154 0.8262 16545824 301968 1.859
Loomis, Sayles & Company LP 2024-09-30 0.5022 5.5384 16121938 -214342 -1.3121
BAMCO Inc 2024-09-30 0.4651 10.3607 14928529 -587907 -3.7889
Barclays PLC 2024-09-30 0.4509 1.005 14474362 2664155 22.5581
Goldman Sachs Group Inc 2024-09-30 0.4065 0.5497 13050092 -7041196 -35.046

Top Mutual Fund Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Total Stock Mkt Idx Inv 2024-11-30 2.6591 1.604 85358222 -370798 -0.4325
Vanguard Institutional 500 Index Trust 2024-11-30 2.324 1.8771 74600887 1061264 1.4431
Invesco QQQ Trust 2024-11-30 1.1579 4.0562 37170323 0 0
SPDR® S&P 500® ETF Trust 2024-11-30 1.0671 1.8738 34253286 202492 0.5947
Fidelity 500 Index 2024-10-31 1.0608 1.4355 34052391 -55948 -0.164
iShares Core S&P 500 ETF 2024-11-30 0.9769 1.873 31358789 0 0
Vanguard Growth Index Investor 2024-11-30 0.85 3.3434 27284501 145853 0.5374
American Funds Growth Fund of Amer A 2024-09-30 0.7295 2.0983 23417317 -105298 -0.4476
Capital Group Growth Fnd of Amer Comp 2024-09-30 0.7295 2.0983 23417317 -105298 -0.4476
Vanguard Institutional Index I 2024-11-30 0.5471 1.8746 17563084 -69648 -0.395
State St S&P 500® Indx SL Cl III 2024-11-30 0.4188 1.8631 13443981 -6900 -0.0513
The Consumer Discret Sel SectSPDR® ETF 2024-11-30 0.3714 17.4991 11921731 0 0
Capital Group New Perspective Comp 2024-09-30 0.355 2.0414 11394405 90249 0.7984
American Funds New Perspective A 2024-09-30 0.355 2.0414 11394405 90249 0.7984
Blackrock Eq Idx Fund CF 2024-09-30 0.3271 1.482 10499728 682150 6.9483
iShares Russell 1000 Growth ETF 2024-11-30 0.3076 3.2764 9875662 0 0
Baron Partners Retail 2024-09-30 0.2966 38.4571 9520000 -480000 -4.8
Blackrock Russ 1000 Eq Idx Composite 2024-09-30 0.269 1.3775 8634168 180050 2.1297
Russell 1000 Index Fund 2024-11-30 0.2656 1.7145 8524986 -187223 -2.149
American Funds IS® Growth 1 2024-09-30 0.2383 4.3822 7649707 -6593 -0.0861

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Vaibhav Taneja 2024-12-06 Sell 2606 374.21
Kathleen Wilson-Thompson 2024-12-04 Sell 100000 352.54
Robyn M Denholm 2024-12-02 Sell 112390 354.06
Vaibhav Taneja 2024-12-02 Sell 7000 354.43
Josh Gottheimer 2024-11-27 Purchase 0 332.89
Josh Gottheimer 2024-11-26 Purchase 0 338.23
Josh Gottheimer 2024-11-20 Purchase 0 342.03
Robyn M Denholm 2024-11-15 Sell 112390 314.44
Josh Gottheimer 2024-11-14 Purchase 0 311.18
Morgan McGarvey 2024-11-13 Sell 0 330.24
Josh Gottheimer 2024-11-12 Purchase 0 328.49
Josh Gottheimer 2024-11-11 Purchase 0 350
Kathleen Wilson-Thompson 2024-11-11 Sell 100000 346.02
Vaibhav Taneja 2024-11-11 Sell 4000 350
Vaibhav Taneja 2024-11-08 Sell 8000 300.37
Marjorie Taylor Greene 2024-11-07 Purchase 0 296.91
Marjorie Taylor Greene 2024-11-01 Purchase 0 248.98
Kimbal Musk 2024-11-01 Sell 60500 250.23
Vaibhav Taneja 2024-11-01 Sell 4000 251.76
Sheldon Whitehouse 2024-10-28 Sell 0 262.51

Major Indices