Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 9.677 | 0.1242 | 38990067 | 553605 | 1.4403 |
| BlackRock Inc | 2025-09-30 | 7.3872 | 0.1151 | 29764024 | -170271 | -0.5688 |
| Gates Bill & Melinda Foundation | 2025-12-31 | 7.1813 | 17.9784 | 28934344 | 0 | 0 |
| State Street Corp | 2025-09-30 | 4.2464 | 0.131 | 17109292 | -1330186 | -7.2138 |
| Geode Capital Management, LLC | 2025-12-31 | 2.232 | 0.1217 | 8993006 | 117476 | 1.3236 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 1.8917 | 0.1019 | 7622098 | 109878 | 1.4627 |
| Ameriprise Financial Inc | 2025-09-30 | 1.4068 | 0.2872 | 5668221 | 277250 | 5.1429 |
| Parnassus Investments LLC | 2025-12-31 | 1.3098 | 3.0069 | 5277285 | -336030 | -5.9863 |
| NORGES BANK | 2025-12-31 | 1.1555 | 0.1094 | 4655755 | 4913 | 0.1056 |
| Northern Trust Corp | 2025-09-30 | 0.9815 | 0.1117 | 3954519 | 11688 | 0.2964 |
| Wells Fargo & Co | 2025-09-30 | 0.9275 | 0.1569 | 3737126 | 69397 | 1.8921 |
| JPMorgan Chase & Co | 2025-09-30 | 0.9082 | 0.0242 | 3659314 | 1651699 | 82.2717 |
| Nordea Investment Mgmt Bank Demark A/s | 2025-12-31 | 0.8763 | 0.6711 | 3530900 | 236439 | 7.1769 |
| The Goldman Sachs Group Inc | 2025-12-31 | 0.835 | 0.0907 | 3364160 | 44746 | 1.348 |
| Bank of America Corp | 2025-09-30 | 0.8325 | 0.0502 | 3354072 | 264873 | 8.5742 |
| Amundi | 2025-12-31 | 0.8123 | 0.1954 | 3273036 | 139906 | 4.4654 |
| UBS Asset Mgmt Americas Inc | 2025-09-30 | 0.7456 | 0.1441 | 3004146 | -851201 | -22.0785 |
| Vontobel Holding Ltd. | 2025-12-31 | 0.6934 | 1.9334 | 2793966 | 587940 | 26.6515 |
| Sustainable Growth Advisers, LP | 2025-12-31 | 0.6871 | 4.2178 | 2768350 | -493798 | -15.1372 |
| Legal & General Group PLC | 2025-12-31 | 0.6483 | 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 | 2026-02-28 | 3.1628 | 0.1464 | 12743230 | 53445 | 0.4212 |
| Vanguard 500 Index Investor | 2026-02-28 | 2.3657 | 0.1515 | 9531767 | 91000 | 0.9639 |
| iShares Core S&P 500 ETF | 2026-03-31 | 1.1842 | 0.1523 | 4771326 | -2592 | -0.0543 |
| Fidelity 500 Index | 2026-02-28 | 1.1707 | 0.1517 | 4716827 | 7775 | 0.1651 |
| State Street® SPDR® S&P 500® ETF | 2026-03-31 | 1.0704 | 0.1524 | 4312810 | -10584 | -0.2448 |
| Parnassus Core Equity Investor | 2026-02-28 | 0.9901 | 3.9181 | 3989134 | -117404 | -2.859 |
| Vanguard Value Index Inv | 2026-02-28 | 0.9321 | 0.3777 | 3755694 | 48467 | 1.3074 |
| Columbia Dividend Value | 2025-12-31 | 0.5504 | 1.0754 | 2217452 | -37483 | -1.6623 |
| Columbia Dividend Income Inst | 2026-02-28 | 0.5435 | 1.106 | 2189963 | -12242 | -0.5559 |
| Vanguard Institutional Index I | 2026-02-28 | 0.5212 | 0.1515 | 2100097 | -15542 | -0.7346 |
| State Street® IndstrlSelSectSPDR®ETF | 2026-03-31 | 0.5118 | 1.686 | 2061938 | -14280 | -0.6878 |
| Vanguard Dividend Appreciation ETF | 2026-02-28 | 0.5069 | 0.3951 | 2042512 | 8060 | 0.3962 |
| State St S&P 500® Indx SL Cl III | 2026-03-31 | 0.4916 | 0.1507 | 1980846 | 5100 | 0.2581 |
| Bridge Builder Large Cap Growth | 2026-03-31 | 0.4374 | 1.5082 | 1762266 | -21996 | -1.2328 |
| Vanguard Institutional 500 Index Trust | 2026-02-28 | 0.4131 | 0.1514 | 1664431 | 9832 | 0.5942 |
| Vanguard High Dividend Yield ETF | 2026-02-28 | 0.3737 | 0.3913 | 1505703 | 16360 | 1.0985 |
| Diamond Hill Large Cap Equity | 2026-02-28 | 0.3708 | 3.3695 | 1493823 | -184850 | -11.0117 |
| iShares Russell 1000 Growth ETF | 2026-03-31 | 0.3706 | 0.3067 | 1493189 | 1425 | 0.0955 |
| Equity Index Fund E | 2025-12-31 | 0.3661 | 0.1398 | 1475132 | -12539 | -0.8429 |
| Equity Index Fund A | 2025-12-31 | 0.3661 | 0.1398 | 1475132 | -12539 | -0.8429 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Ro Khanna | 2026-03-30 | Purchase | 229.79 | |
| Ro Khanna | 2026-03-23 | Purchase | 227.6 | |
| Christopher P Desantis | 2026-03-09 | Sell | 61 | 245.5 |
| David L Reed | 2026-03-09 | Sell | 75 | 245.26 |
| John A Carroll | 2026-03-09 | Sell | 47 | 245.3 |
| John J Morris | 2026-03-09 | Sell | 4211 | 243.38 |
| Johnson Varkey | 2026-03-09 | Sell | 121 | 245.27 |
| John J Morris | 2026-03-06 | Sell | 7979 | 245.07 |
| Johnson Varkey | 2026-03-03 | Sell | 617 | 244.13 |
| Kimberly G Stith | 2026-03-02 | Sell | 21 | 243.13 |
| Tara J Hemmer | 2026-03-02 | Sell | 4818 | 241.83 |
| Michael J Watson | 2026-03-02 | Sell | 17251 | 241.81 |
| David L Reed | 2026-03-02 | Sell | 21 | 242.65 |
| David L Reed | 2026-02-26 | Sell | 37 | 229.67 |
| John A Carroll | 2026-02-26 | Sell | 37 | 229.47 |
| 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 |