Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 9.6669 | 0.1242 | 38990067 | 553605 | 1.4403 |
| BlackRock Inc | 2025-09-30 | 7.3795 | 0.1151 | 29764024 | -170271 | -0.5688 |
| Gates Bill & Melinda Foundation | 2025-12-31 | 7.1738 | 17.9784 | 28934344 | 0 | 0 |
| State Street Corp | 2025-09-30 | 4.2419 | 0.131 | 17109292 | -1330186 | -7.2138 |
| Geode Capital Management, LLC | 2025-09-30 | 2.2005 | 0.1247 | 8875530 | 228384 | 2.6411 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 1.8898 | 0.1019 | 7622098 | 109878 | 1.4627 |
| Ameriprise Financial Inc | 2025-09-30 | 1.4053 | 0.2872 | 5668221 | 277250 | 5.1429 |
| Parnassus Investments LLC | 2025-12-31 | 1.3084 | 3.0069 | 5277285 | -336030 | -5.9863 |
| NORGES BANK | 2025-12-31 | 1.1543 | 0.1094 | 4655755 | 4913 | 0.1056 |
| Northern Trust Corp | 2025-09-30 | 0.9805 | 0.1117 | 3954519 | 11688 | 0.2964 |
| Wells Fargo & Co | 2025-09-30 | 0.9266 | 0.1569 | 3737126 | 69397 | 1.8921 |
| JPMorgan Chase & Co | 2025-09-30 | 0.9073 | 0.0242 | 3659314 | 1651699 | 82.2717 |
| Nordea Investment Mgmt Bank Demark A/s | 2025-12-31 | 0.8754 | 0.6711 | 3530900 | 236439 | 7.1769 |
| Bank of America Corp | 2025-09-30 | 0.8316 | 0.0502 | 3354072 | 264873 | 8.5742 |
| The Goldman Sachs Group Inc | 2025-09-30 | 0.823 | 0.0897 | 3319414 | -210703 | -5.9687 |
| Amundi | 2025-09-30 | 0.7768 | 0.2194 | 3133130 | -463151 | -12.8786 |
| UBS Asset Mgmt Americas Inc | 2025-09-30 | 0.7448 | 0.1441 | 3004146 | -851201 | -22.0785 |
| Vontobel Holding Ltd. | 2025-12-31 | 0.6927 | 1.9334 | 2793966 | 587940 | 26.6515 |
| Sustainable Growth Advisers, LP | 2025-12-31 | 0.6864 | 4.2178 | 2768350 | -493798 | -15.1372 |
| Legal & General Group PLC | 2025-12-31 | 0.6476 | 0.1273 | 2612006 | -30157 | -1.1414 |
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 | 3.1462 | 0.1342 | 12689785 | 36031 | 0.2847 |
| Vanguard 500 Index Investor | 2026-01-31 | 2.3407 | 0.1388 | 9440767 | 59060 | 0.6295 |
| iShares Core S&P 500 ETF | 2026-02-25 | 1.1705 | 0.1422 | 4720868 | 912437 | 23.9583 |
| Fidelity 500 Index | 2025-12-31 | 1.1621 | 0.1392 | 4687224 | 6868 | 0.1467 |
| State Street® SPDR® S&P 500® ETF | 2026-02-26 | 1.0864 | 0.1469 | 4381930 | -7776 | -0.1771 |
| Parnassus Core Equity Investor | 2026-01-31 | 1.0181 | 3.5595 | 4106538 | -93818 | -2.2336 |
| Vanguard Value Index Inv | 2026-01-31 | 0.9191 | 0.3617 | 3707227 | -1135 | -0.0306 |
| Columbia Dividend Value | 2025-12-31 | 0.5498 | 1.0754 | 2217452 | -37483 | -1.6623 |
| Columbia Dividend Income Inst | 2026-01-31 | 0.546 | 1.0493 | 2202205 | -151009 | -6.4171 |
| State Street® IndstrlSelSectSPDR®ETF | 2026-02-26 | 0.5383 | 1.6006 | 2171044 | 11495 | 0.5323 |
| Vanguard Institutional Index I | 2026-01-31 | 0.5245 | 0.1389 | 2115639 | -4932 | -0.2326 |
| Vanguard Dividend Appreciation ETF | 2026-01-31 | 0.5044 | 0.3707 | 2034452 | -12082 | -0.5904 |
| State St S&P 500® Indx SL Cl III | 2026-01-31 | 0.4893 | 0.1378 | 1973546 | 19900 | 1.0186 |
| Bridge Builder Large Cap Growth | 2026-01-31 | 0.4424 | 1.3819 | 1784262 | -214388 | -10.7266 |
| Diamond Hill Large Cap Equity | 2026-01-31 | 0.4162 | 3.2133 | 1678673 | -179750 | -9.6722 |
| Vanguard Institutional 500 Index Trust | 2026-01-31 | 0.4102 | 0.1388 | 1654599 | 4077 | 0.247 |
| iShares Russell 1000 Growth ETF | 2026-02-25 | 0.3724 | 0.2892 | 1501894 | 261659 | 21.0975 |
| Vanguard High Dividend Yield ETF | 2026-01-31 | 0.3693 | 0.3732 | 1489343 | 6264 | 0.4224 |
| iShares MSCI USA Min Vol Factor ETF | 2026-02-25 | 0.3589 | 1.4186 | 1447657 | -286277 | -16.5103 |
| Blackrock Eq Idx Fund CF | 2025-12-31 | 0.3343 | 0.1387 | 1348489 | -17601 | -1.2884 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Donald J Smith | 2026-02-17 | Sell | 12194 | 233.48 |
| Rafael Carrasco | 2026-02-13 | Sell | 7352 | 234.5 |
| John A Carroll | 2026-02-11 | Sell | 1021 | 234.71 |
| James C Fish Jr | 2026-02-10 | Sell | 5706 | 230.87 |
| James C Fish Jr | 2026-02-09 | Sell | 30390 | 230.36 |
| James C Fish Jr | 2026-02-06 | Sell | 657 | 230 |
| Johnson Varkey | 2026-01-30 | Sell | 428 | 219.63 |
| John J Morris | 2026-01-30 | Sell | 690 | 219.49 |
| Charles C Boettcher | 2026-01-30 | Sell | 689 | 219.32 |
| Christopher P Desantis | 2026-01-30 | Sell | 215 | 218.85 |
| David L Reed | 2026-01-30 | Sell | 270 | 218.62 |
| Donald J Smith | 2026-01-30 | Sell | 690 | 219.59 |
| John A Carroll | 2026-01-30 | Sell | 220 | 219.57 |
| Michael J Watson | 2026-01-30 | Sell | 687 | 219.79 |
| Rafael Carrasco | 2026-01-30 | Sell | 690 | 219.01 |
| Tara J Hemmer | 2026-01-30 | Sell | 690 | 219.71 |
| Kimberly G Stith | 2026-01-30 | Sell | 157 | 219.65 |
| Ro Khanna | 2026-01-22 | Sell | 229.05 | |
| Ro Khanna | 2026-01-22 | Sell | 229.05 | |
| Ro Khanna | 2026-01-13 | Purchase | 216.29 |