Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 5.5195 | 0.7106 | 439957146 | 4304436 | 0.988 |
| BlackRock Inc | 2026-03-31 | 4.4296 | 0.7667 | 353085648 | 3522426 | 1.0077 |
| State Street Corp | 2026-03-31 | 2.3326 | 0.7994 | 185928865 | 1225015 | 0.6632 |
| JPMorgan Chase & Co | 2026-03-31 | 1.5364 | 0.9713 | 122469785 | 7036146 | 6.0954 |
| Geode Capital Management, LLC | 2026-03-31 | 1.328 | 0.8149 | 105856140 | 2845431 | 2.7623 |
| Morgan Stanley - Brokerage Accounts | 2026-03-31 | 1.0777 | 0.6432 | 85906471 | 1633455 | 1.9383 |
| Bank of America Corp | 2026-03-31 | 0.826 | 0.5982 | 65844247 | -3355984 | -4.8497 |
| NORGES BANK | 2025-12-31 | 0.7273 | 0.6909 | 57970822 | 3074427 | 5.6004 |
| Amvescap Plc. | 2026-03-31 | 0.5461 | 0.8281 | 43531267 | 18513300 | 74 |
| Northern Trust Corp | 2026-03-31 | 0.524 | 0.6861 | 41765304 | 39072 | 0.0936 |
| Fisher Asset Management, LLC | 2026-03-31 | 0.5141 | 1.727 | 40977756 | 350904 | 0.8637 |
| State Farm Mutual Automobile Ins Co | 2026-03-31 | 0.4892 | 3.8203 | 38994947 | 0 | 0 |
| The Goldman Sachs Group Inc | 2026-03-31 | 0.4776 | 0.5432 | 38069182 | 4445645 | 13.2218 |
| FMR Inc | 2026-03-31 | 0.3987 | 0.208 | 31777449 | -7789806 | -19.6875 |
| Charles Schwab Investment Management Inc | 2026-03-31 | 0.3809 | 0.5766 | 30358320 | -911308 | -2.9144 |
| Wells Fargo & Co | 2026-03-31 | 0.3674 | 0.6862 | 29282350 | 920148 | 3.2443 |
| Bank of New York Mellon Corp | 2026-03-31 | 0.3531 | 0.643 | 28142040 | 1681353 | 6.3542 |
| Royal Bank of Canada | 2026-03-31 | 0.3487 | 0.6058 | 27792734 | 1927881 | 7.4537 |
| Franklin Resources Inc | 2026-03-31 | 0.3456 | 0.8386 | 27551549 | -9269001 | -25.1734 |
| Ameriprise Financial Inc | 2026-03-31 | 0.3415 | 0.784 | 27217128 | -3167627 | -10.4251 |
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 | 1.7524 | 0.8332 | 139686570 | 442377 | 0.3177 |
| Vanguard 500 Index Investor | 2026-04-30 | 1.426 | 0.9348 | 113663544 | 2041089 | 1.8286 |
| Invesco QQQ Trust | 2026-04-30 | 1.3123 | 3.1317 | 104603662 | 769501 | 0.7411 |
| iShares Core S&P 500 ETF | 2026-04-30 | 0.7113 | 0.9353 | 56699951 | 166335 | 0.2942 |
| Fidelity 500 Index | 2026-03-31 | 0.7023 | 0.9732 | 55981833 | 176339 | 0.316 |
| State Street® SPDR® S&P 500® ETF | 2026-04-30 | 0.6573 | 0.9365 | 52397039 | 170783 | 0.327 |
| Vanguard Value Index Inv | 2026-04-30 | 0.5097 | 2.2436 | 40631633 | 119377 | 0.2947 |
| Vanguard Dividend Appreciation ETF | 2026-04-30 | 0.3088 | 2.5928 | 24612317 | 68079 | 0.2774 |
| Vanguard Institutional Index I | 2026-04-30 | 0.3044 | 0.9336 | 24266126 | -431136 | -1.7457 |
| State St S&P 500® Idx SL Cl I | 2026-04-30 | 0.2965 | 0.9311 | 23630880 | 230733 | 0.986 |
| Vanguard Institutional 500 Index Trust | 2026-04-30 | 0.2482 | 0.9344 | 19782962 | -16194 | -0.0818 |
| Invesco NASDAQ 100 ETF | 2026-04-30 | 0.247 | 3.1274 | 19684400 | 69871 | 0.3562 |
| Equity Index Fund A | 2025-12-31 | 0.2182 | 0.8357 | 17390511 | -221886 | -1.2598 |
| Equity Index Fund E | 2025-12-31 | 0.2182 | 0.8357 | 17390511 | -221886 | -1.2598 |
| Equity Index Non-Lendable Fund B | 2025-12-31 | 0.2182 | 0.8357 | 17390511 | 17390511 | 0 |
| JPMorgan Large Cap Growth I | 2026-03-31 | 0.2121 | 1.9549 | 16910135 | 0 | 0 |
| Blackrock Eq Idx Fund CF | 2026-03-31 | 0.1986 | 0.9672 | 15833633 | -63392 | -0.3988 |
| Russell 1000 Index Fund | 2026-04-30 | 0.1763 | 0.869 | 14051852 | -69573 | -0.4927 |
| Russell 1000 Index Non-Lendable Fund | 2025-12-31 | 0.1705 | 0.7737 | 13588051 | 68321 | 0.5053 |
| Blackrock Russ 1000 Eq Idx Composite | 2025-12-31 | 0.1705 | 0.7737 | 13588051 | 68321 | 0.5053 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| C Douglas Mcmillon | 2026-04-23 | Sell | 19416 | 132.21 |
| Christopher James Nicholas | 2026-04-16 | Sell | 2900 | 124.72 |
| John R Furner | 2026-04-16 | Sell | 13125 | 124.84 |
| Daniel J Bartlett | 2026-04-15 | Sell | 1335 | 124.63 |
| C Douglas Mcmillon | 2026-03-26 | Sell | 19416 | 123.16 |
| John R Furner | 2026-03-19 | Sell | 13125 | 121.96 |
| John D Rainey | 2026-03-02 | Sell | 20000 | 127.79 |
| C Douglas Mcmillon | 2026-02-26 | Sell | 19416 | 126.71 |
| Ro Khanna | 2026-02-24 | Purchase | 126.75 | |
| Latriece Watkins | 2026-02-20 | Sell | 10000 | 121.46 |
| Christopher James Nicholas | 2026-02-20 | Sell | 34082 | 122 |
| John R Furner | 2026-02-19 | Sell | 13125 | 129.1 |
| Daniel J Bartlett | 2026-02-17 | Sell | 1255 | 133.21 |
| Donna Morris | 2026-02-03 | Sell | 76181 | 123.79 |
| John D Rainey | 2026-02-02 | Sell | 20000 | 122.27 |
| Ro Khanna | 2026-01-29 | Purchase | 117.41 | |
| Ro Khanna | 2026-01-23 | Purchase | 117.73 | |
| C Douglas Mcmillon | 2026-01-22 | Sell | 19416 | 119.17 |
| John McGuire | 2026-01-20 | Sell | 118.71 | |
| Daniel J Bartlett | 2026-01-15 | Sell | 1388 | 120 |