Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-12-31 9.3532 0.228 192499602 1670761 0.8755
BlackRock Inc 2025-09-30 7.336 0.259 150984392 -574629 -0.3791
Capital Research Global Investors 2025-09-30 5.3716 2.0322 110553355 -9751005 -8.1053
State Street Corp 2025-09-30 4.3273 0.3026 89061467 5150 0.0058
Morgan Stanley - Brokerage Accounts 2025-09-30 3.8086 0.465 78386262 3569460 4.7709
JPMorgan Chase & Co 2025-09-30 3.6279 0.2191 74665438 34348162 85.1946
PUBLIC INVESTMENT FUND 2025-09-30 3.5392 36.8414 72840541 0 0
Geode Capital Management, LLC 2025-09-30 2.2513 0.2883 46333607 474471 1.0346
FMR Inc 2025-12-31 1.5336 0.1315 31563923 -29379129 -48.2075
NORGES BANK 2025-12-31 1.4956 0.2691 30780742 5611187 22.2935
Pershing Square Capital Management, L.p. 2025-12-31 1.4677 15.8969 30207734 -62784 -0.2074
Northern Trust Corp 2025-09-30 0.9479 0.2445 19509042 297132 1.5466
Bank of America Corp 2025-09-30 0.9179 0.1255 18890495 1863759 10.9461
Capital World Investors 2025-09-30 0.8268 0.2277 17016467 182976 1.087
UBS Group AG 2025-09-30 0.8096 0.2557 16661853 3225655 24.0072
Charles Schwab Investment Management Inc 2025-12-31 0.709 0.1853 14592712 259370 1.8096
Deutsche Bank AG 2025-09-30 0.6654 0.4496 13695363 1993185 17.0326
Ameriprise Financial Inc 2025-09-30 0.6626 0.3069 13637349 1302767 10.5619
Legal & General Group PLC 2025-12-31 0.6584 0.2456 13550299 163986 1.225
The Goldman Sachs Group Inc 2025-09-30 0.651 0.1606 13398167 1193840 9.7821

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 3.1794 0.2493 65434752 161102 0.2468
American Funds Growth Fund of Amer A 2025-12-31 2.8999 1.4515 59683866 -2032920 -3.2939
Capital Group Growth Fnd of Amer Comp 2025-12-31 2.8999 1.4515 59683866 -2032920 -3.2939
Vanguard 500 Index Investor 2026-01-31 2.5721 0.2803 52935945 330336 0.6279
Capital Group Investment Co of Amer Comp 2025-12-31 1.8403 1.7588 37875027 2444464 6.8993
American Funds Invmt Co of Amer A 2025-12-31 1.8403 1.7588 37875027 2444464 6.8993
iShares Core S&P 500 ETF 2026-02-25 1.2859 0.2545 26465711 5083440 23.7741
Fidelity 500 Index 2025-12-31 1.2768 0.2901 26277030 -59860 -0.2273
State Street® SPDR® S&P 500® ETF 2026-02-26 1.1911 0.2627 24513253 -43596 -0.1775
Vanguard Growth Index Investor 2026-01-31 1.095 0.5154 22536280 138128 0.6167
State Street® IndstrlSelSectSPDR®ETF 2026-02-26 0.5913 2.8691 12169197 64429 0.5323
Vanguard Institutional Index I 2026-01-31 0.5762 0.2805 11859784 -28656 -0.241
American Funds AMCAP A 2025-12-31 0.5606 0.9794 11537465 -1609722 -12.2439
Capital Group AMCAP Composite 2025-12-31 0.5606 0.9794 11537465 -1609722 -12.2439
State St S&P 500® Indx SL Cl III 2026-01-31 0.5376 0.2782 11063855 111800 1.0208
MS INVF Global Opportunity Z 2026-01-31 0.4725 5.7117 9724162 -243011 -2.4381
Vanguard Institutional 500 Index Trust 2026-01-31 0.4507 0.2802 9275695 23057 0.2492
iShares Russell 1000 Growth ETF 2026-02-25 0.3972 0.5026 8173839 1497376 22.4277
Blackrock Eq Idx Fund CF 2025-12-31 0.3649 0.2872 7509062 -175067 -2.2783
Russell 1000 Index Fund 2026-01-31 0.3068 0.2519 6313990 64954 1.0394

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Balaji (A) Krishnamurthy 2026-02-24 Purchase 22453 71.25
Tony West 2026-01-20 Sell 3125 83.5
John W. Hickenlooper 2026-01-14 Purchase 84.7
Gilbert Ray Cisneros, Jr. 2025-12-19 Purchase 79.32
Tony West 2025-12-18 Sell 3125 80.36
Josh Gottheimer 2025-12-11 Sell 85.47
Cleo Fields 2025-12-11 Sell 85.47
Tony West 2025-11-18 Sell 3125 92.1
Gilbert Ray Cisneros, Jr. 2025-11-18 Purchase 90.92
Prashanth Mahendra-Rajah 2025-11-12 Sell 5500 94.41
Lisa C. McClain 2025-10-31 Sell 96.71
Lisa C. McClain 2025-10-30 Purchase 96.49
Lisa C. McClain 2025-10-30 Sell 96.49
Michael T. McCaul 2025-10-27 Sell 96.47
Tony West 2025-10-20 Sell 3125 93
Gilbert Ray Cisneros, Jr. 2025-10-17 Purchase 92.29
Prashanth Mahendra-Rajah 2025-10-14 Purchase 5 93
Val T. Hoyle 2025-09-23 Sell 97.78
Tony West 2025-09-22 Sell 100000 100.38
Dara Khosrowshahi 2025-09-22 Sell 150000 100.48

Major Indices