Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-12-31 9.7093 0.1242 38990067 553605 1.4403
BlackRock Inc 2026-03-31 7.5201 0.1212 30198865 473819 1.594
Gates Bill & Melinda Foundation 2026-03-31 6.8835 20.0595 27642344 -1292000 -4.4653
State Street Corp 2026-03-31 4.3583 0.1389 17501722 110974 0.6381
Geode Capital Management, LLC 2026-03-31 2.2888 0.1309 9191350 198344 2.2055
Capital Research Global Investors 2026-03-31 2.1744 0.3113 8732043 6466673 285.4577
Ameriprise Financial Inc 2026-03-31 1.8496 0.3959 7427407 743548 11.1245
Morgan Stanley - Brokerage Accounts 2026-03-31 1.7623 0.098 7077170 405518 6.0782
Parnassus Investments LLC 2026-03-31 1.2405 3.3523 4981578 -295707 -5.6034
NORGES BANK 2025-12-31 1.1594 0.1094 4655755 4913 0.1056
Royal Bank of Canada 2026-03-31 1.0967 0.1775 4404042 2022187 84.8997
Wells Fargo & Co 2026-03-31 1.0612 0.1847 4261710 525261 14.0578
Northern Trust Corp 2026-03-31 0.9734 0.1187 3908938 46660 1.2081
The Goldman Sachs Group Inc 2026-03-31 0.9081 0.0962 3646613 282453 8.3959
Nordea Investment Mgmt Bank Demark A/s 2026-03-31 0.8635 0.7405 3467788 -63112 -1.7874
Bank of America Corp 2026-03-31 0.8342 0.0563 3349866 -216362 -6.067
UBS Asset Mgmt Americas Inc 2026-03-31 0.7685 0.1474 3086105 85231 2.8402
Amundi 2026-03-31 0.7429 0.1867 2983433 -289603 -8.8481
Vontobel Holding Ltd. 2026-03-31 0.7288 2.3119 2926613 132647 4.7476
Barclays PLC 2026-03-31 0.6781 0.1503 2723198 691684 34.0477

Top Mutual Fund Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Total Stock Mkt Idx Inv 2026-04-30 3.2008 0.1352 12853816 43304 0.338
Vanguard 500 Index Investor 2026-04-30 2.3955 0.1395 9619929 172363 1.8244
iShares Core S&P 500 ETF 2026-04-30 1.1952 0.1396 4799647 14105 0.2947
Fidelity 500 Index 2026-03-31 1.1801 0.1523 4738836 22009 0.4666
State Street® SPDR® S&P 500® ETF 2026-04-30 1.1066 0.14 4443706 14472 0.3267
Parnassus Core Equity Investor 2026-04-30 0.9388 3.6372 3769795 -100723 -2.6023
Vanguard Value Index Inv 2026-04-30 0.9309 0.3639 3738444 11544 0.3097
American Funds American Mutual A 2026-03-31 0.8523 0.7196 3422634 2612912 322.6925
Capital Group American Mutual Comp 2026-03-31 0.8523 0.7196 3422634 2612912 322.6925
Columbia Dividend Value 2026-03-31 0.5415 1.0978 2174407 -43045 -1.9412
Columbia Dividend Income Inst 2026-04-30 0.5401 1.0675 2169096 -5311 -0.2443
Vanguard Dividend Appreciation ETF 2026-04-30 0.5188 0.3869 2083497 5840 0.2811
Vanguard Institutional Index I 2026-04-30 0.5114 0.1393 2053779 -36818 -1.7611
State Street® IndstrlSelSectSPDR®ETF 2026-04-30 0.5108 1.5848 2051253 -8925 -0.4332
State St S&P 500® Idx SL Cl I 2026-04-30 0.4981 0.1389 2000308 19462 0.9825
Bridge Builder Large Cap Growth 2026-04-30 0.4609 1.4283 1850794 88528 5.0235
American Funds Invmt Co of Amer A 2026-03-31 0.4367 0.2429 1753835 1187212 209.5241
Capital Group Investment Co of Amer Comp 2026-03-31 0.4367 0.2429 1753835 1187212 209.5241
Vanguard Institutional 500 Index Trust 2026-04-30 0.417 0.1394 1674618 -1331 -0.0794
Capital Group AMCAP Composite 2026-03-31 0.3946 0.4161 1584669 1456324 1134.6948

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

Major Indices