Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-06-30 9.0894 0.2863 189551519 3025483 1.622
BlackRock Inc 2025-06-30 7.2676 0.2692 151559021 -1261960 -0.8258
Capital Research Global Investors 2025-06-30 5.7688 2.2473 120304360 277089 0.2309
State Street Corp 2025-06-30 4.2704 0.3114 89056317 2417187 2.7899
Morgan Stanley - Brokerage Accounts 2025-06-30 3.5876 0.4547 74816802 -7516618 -9.1295
PUBLIC INVESTMENT FUND 2025-06-30 3.4928 28.539 72840541 0 0
FMR Inc 2025-06-30 3.0192 0.3313 62962254 5375252 9.3341
Geode Capital Management, LLC 2025-06-30 2.199 0.2985 45859136 1168288 2.6142
JPMorgan Chase & Co 2025-06-30 1.9333 0.246 40317276 866039 2.1952
Pershing Square Capital Management, L.p. 2025-06-30 1.453 20.592 30301161 0 0
NORGES BANK 2025-06-30 1.2069 0.2931 25169555 836762 3.4388
Wellington Management Company LLP 2025-06-30 1.0879 0.3842 22687787 -10231376 -31.0803
Northern Trust Corp 2025-06-30 0.9212 0.2465 19211910 -28728 -0.1493
Jennison Associates LLC 2025-06-30 0.85 0.9809 17726469 -6311209 -26.2555
Bank of America Corp 2025-06-30 0.8165 0.1162 17026736 2598129 18.0068
Capital World Investors 2025-06-30 0.8072 0.2283 16833491 -10602990 -38.6456
Victory Capital Management Inc. 2025-06-30 0.7437 0.9296 15509844 14212912 1095.8872
UBS Asset Mgmt Americas Inc 2025-06-30 0.6755 0.2661 14087634 1666944 13.4207
Charles Schwab Investment Management Inc 2025-06-30 0.6622 0.2229 13810255 142933 1.0458
UBS Group AG 2025-06-30 0.6443 0.217 13436198 -5352911 -28.4894

Top Mutual Fund Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Capital Group Growth Fnd of Amer Comp 2025-06-30 3.3077 2.0065 68979709 -5207431 -7.0193
American Funds Growth Fund of Amer A 2025-06-30 3.3077 2.0065 68979709 -5207431 -7.0193
Vanguard Total Stock Mkt Idx Inv 2025-07-31 3.1512 0.3017 65714726 -1520986 -2.2622
Vanguard 500 Index Investor 2025-07-31 2.4822 0.3414 51764358 -7582970 -12.7773
Capital Group Investment Co of Amer Comp 2025-06-30 1.7969 2.1077 37473427 752438 2.0491
American Funds Invmt Co of Amer A 2025-06-30 1.7969 2.1077 37473427 752438 2.0491
Fidelity 500 Index 2025-07-31 1.2711 0.341 26507672 11383 0.043
SPDR® S&P 500® ETF 2025-08-31 1.2109 0.3574 25251379 310684 1.2457
iShares Core S&P 500 ETF 2025-08-31 1.2066 0.3572 25163003 0 0
Vanguard Growth Index Investor 2025-07-31 1.0559 0.5958 22020236 80038 0.3648
Capital Group AMCAP Composite 2025-06-30 0.6429 1.3475 13408149 -1278586 -8.7057
American Funds AMCAP A 2025-06-30 0.6429 1.3475 13408149 -1278586 -8.7057
Vanguard Institutional Index I 2025-07-31 0.6062 0.3414 12641402 -141061 -1.1036
State St S&P 500® Indx SL Cl III 2025-08-31 0.5352 0.3552 11162198 -17195 -0.1538
JPMorgan Large Cap Growth I 2025-07-31 0.5241 0.8205 10929121 0 0
MS INVF Global Opportunity A 2025-07-31 0.5072 6.1646 10577391 396637 3.8959
The Industrial Select Sector SPDR® ETF 2025-08-31 0.5008 4.2251 10443988 -58293 -0.5551
Vanguard Institutional 500 Index Trust 2025-07-31 0.3829 0.3412 7984670 7984670 0
Blackrock Eq Idx Fund CF 2025-06-30 0.379 0.37 7903597 99349 1.273
iShares Russell 1000 Growth ETF 2025-08-31 0.3634 0.6101 7578215 0 0

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Tony West 2025-09-22 Sell 100000 100.38
Dara Khosrowshahi 2025-09-22 Sell 150000 100.48
Tony West 2025-09-18 Sell 3125 93.94
Prashanth Mahendra-Rajah 2025-09-16 Sell 2750 99.42
Dara Khosrowshahi 2025-09-12 Sell 300000 95.37
Cleo Fields 2025-09-10 Purchase 94.24
Tony West 2025-08-26 Sell 3125 95
Jill Hazelbaker 2025-08-22 Sell 31250 96.42
Michael T. McCaul 2025-08-21 Sell 94.21
Val T. Hoyle 2025-08-19 Purchase 95.36
Nikki Krishnamurthy 2025-08-15 Sell 11571 91.74
Michael T. McCaul 2025-08-08 Purchase 89.64
Michael T. McCaul 2025-07-31 Purchase 87.83
Angus S. King Jr. 2025-07-21 Purchase 91.16
Cleo Fields 2025-07-10 Purchase 96.39
Prashanth Mahendra-Rajah 2025-07-07 Sell 2750 95
Michael T. McCaul 2025-06-27 Sell 91.54
Michael T. McCaul 2025-06-16 Sell 85.1
Josh Gottheimer 2025-05-15 Purchase 90.07
Jefferson Shreve 2025-05-12 Sell 88.1

Major Indices