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 |