Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 6.9002 | 1.6882 | 258925024 | 6538720 | 2.5908 |
| BlackRock Inc | 2025-09-30 | 5.5095 | 1.6095 | 206739699 | 776922 | 0.3772 |
| State Street Corp | 2025-09-30 | 3.0317 | 1.7544 | 113762849 | 344162 | 0.3034 |
| JPMorgan Chase & Co | 2025-09-30 | 2.3792 | 1.1894 | 89279010 | 43263400 | 94.019 |
| Geode Capital Management, LLC | 2025-09-30 | 1.7409 | 1.8451 | 65325029 | 557036 | 0.86 |
| Capital World Investors | 2025-09-30 | 1.1735 | 2.6752 | 44035949 | 2403019 | 5.7719 |
| FMR Inc | 2025-12-31 | 1.0522 | 0.9054 | 39484462 | 3393342 | 9.4022 |
| NORGES BANK | 2025-12-31 | 1.015 | 1.8324 | 38086143 | 814141 | 2.1843 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 0.9633 | 0.9733 | 36146709 | -7090349 | -16.3988 |
| The Goldman Sachs Group Inc | 2025-09-30 | 0.7964 | 1.626 | 29884403 | -662693 | -2.1694 |
| T. Rowe Price Associates, Inc. | 2025-09-30 | 0.7457 | 1.3314 | 27983601 | 3638218 | 14.9442 |
| Northern Trust Corp | 2025-09-30 | 0.6989 | 1.4919 | 26224278 | -123955 | -0.4704 |
| Legal & General Group PLC | 2025-12-31 | 0.5378 | 2.0128 | 20181227 | 1043213 | 5.451 |
| Bank of America Corp | 2025-09-30 | 0.5289 | 0.5986 | 19846513 | -6134966 | -23.6128 |
| UBS Asset Mgmt Americas Inc | 2025-09-30 | 0.5276 | 1.9119 | 19798871 | -4958581 | -20.0286 |
| Charles Schwab Investment Management Inc | 2025-12-31 | 0.5258 | 1.3787 | 19730256 | 373949 | 1.9319 |
| Amundi | 2025-09-30 | 0.4901 | 2.6792 | 18391511 | -1802641 | -8.9265 |
| Barclays PLC | 2025-09-30 | 0.4348 | 1.5732 | 16315731 | -4190432 | -20.435 |
| Bank of New York Mellon Corp | 2025-09-30 | 0.4066 | 1.2172 | 15257573 | -298018 | -1.9158 |
| Amvescap Plc. | 2025-09-30 | 0.397 | 1.0438 | 14897309 | -811706 | -5.1671 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2026-01-31 | 2.373 | 1.8241 | 89044399 | 235766 | 0.2655 |
| Vanguard 500 Index Investor | 2026-01-31 | 1.9077 | 2.0383 | 71585144 | 446158 | 0.6272 |
| Invesco QQQ Trust | 2026-02-26 | 1.0308 | 3.9637 | 38681750 | -85753 | -0.2212 |
| iShares Core S&P 500 ETF | 2026-02-25 | 0.9538 | 1.9727 | 35790639 | 7000867 | 24.3172 |
| Fidelity 500 Index | 2025-12-31 | 0.947 | 2.1596 | 35535602 | 96671 | 0.2728 |
| State Street® SPDR® S&P 500® ETF | 2026-02-26 | 0.884 | 1.9421 | 33172995 | -58932 | -0.1773 |
| Vanguard Growth Index Investor | 2026-01-31 | 0.7935 | 3.6612 | 29775545 | 182450 | 0.6165 |
| Capital Group Growth Fnd of Amer Comp | 2025-12-31 | 0.5623 | 2.8245 | 21101101 | -979281 | -4.4351 |
| American Funds Growth Fund of Amer A | 2025-12-31 | 0.5623 | 2.8245 | 21101101 | -979281 | -4.4351 |
| Vanguard Institutional Index I | 2026-01-31 | 0.4274 | 2.0395 | 16038773 | -38464 | -0.2392 |
| State St S&P 500® Indx SL Cl III | 2026-01-31 | 0.3987 | 2.0226 | 14962180 | 151200 | 1.0209 |
| Vanguard Institutional 500 Index Trust | 2026-01-31 | 0.3343 | 2.0376 | 12543865 | 34084 | 0.2725 |
| State Street® CnsmrDiscSelSectSPDR®ETF | 2026-02-26 | 0.2851 | 19.2196 | 10696341 | -19299 | -0.1801 |
| Capital Group New Perspective Comp | 2025-12-31 | 0.2815 | 2.9193 | 10562820 | -561883 | -5.0508 |
| American Funds New Perspective A | 2025-12-31 | 0.2815 | 2.9193 | 10562820 | -561883 | -5.0508 |
| JPMorgan Large Cap Growth I | 2025-12-31 | 0.2798 | 3.9117 | 10500989 | -96459 | -0.9102 |
| JPM US Large Cap Growth-MA | 2025-12-31 | 0.2798 | 3.9248 | 10500989 | 9746720 | 1292.2074 |
| iShares Russell 1000 Growth ETF | 2026-02-25 | 0.2758 | 3.6466 | 10347824 | 986792 | 10.5415 |
| Blackrock Eq Idx Fund CF | 2025-12-31 | 0.2715 | 2.1444 | 10186010 | -153758 | -1.4871 |
| Russell 1000 Index Fund | 2026-01-31 | 0.2358 | 1.898 | 8849003 | 116451 | 1.3335 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Ro Khanna | 2026-01-23 | Purchase | 449.06 | |
| Gilbert Ray Cisneros, Jr. | 2026-01-09 | Purchase | 445.01 | |
| James R Murdoch | 2026-01-02 | Sell | 60000 | 445.4 |
| Kimbal Musk | 2025-12-09 | Sell | 56820 | 450.66 |
| Vaibhav Taneja | 2025-12-08 | Sell | 2637 | 443.93 |
| Gilbert Ray Cisneros, Jr. | 2025-11-18 | Purchase | 401.25 | |
| Lisa C. McClain | 2025-10-31 | Sell | 456.56 | |
| Lisa C. McClain | 2025-10-30 | Sell | 440.1 | |
| Lisa C. McClain | 2025-10-30 | Purchase | 440.1 | |
| Gilbert Ray Cisneros, Jr. | 2025-10-17 | Purchase | 439.31 | |
| Marjorie Taylor Greene | 2025-10-15 | Purchase | 435.15 | |
| Ro Khanna | 2025-09-29 | Purchase | 443.21 | |
| Val T. Hoyle | 2025-09-23 | Sell | 425.85 | |
| James R Murdoch | 2025-09-15 | Sell | 60000 | 422.68 |
| Xiaotong Zhu | 2025-09-11 | Sell | 20000 | 363.75 |
| Lisa C. McClain | 2025-09-11 | Purchase | 368.81 | |
| Vaibhav Taneja | 2025-09-08 | Sell | 2606 | 352.38 |
| Ro Khanna | 2025-09-05 | Purchase | 350.84 | |
| James R Murdoch | 2025-08-26 | Sell | 120000 | 350.29 |
| Ro Khanna | 2025-08-26 | Sell | 351.67 |