Institutional Stock & Mutual Fund Ownership: 67.0%
Current Quarter
Previous Quarter
Institutional Share Purchases
82.6M
71.7M
Institutional Shares Sold
79.8M
81.3M
Net Institutional Shares Purchased
2.8M
--9.50M
Change in Ownership
0.23%
-0.78%
Top 10 Institutional Holdings by Shares Held
Name
Reporting Date
Total Holdings
Position Value
Outstanding Shares Owned
Vanguard Group Inc
09/30/24
155.2M
$18.2B
8.57%
Blackrock Inc.
09/30/24
125.0M
$14.6B
6.90%
State Street Corporation
09/30/24
77.6M
$9.1B
4.28%
Morgan Stanley
09/30/24
40.1M
$4.7B
2.22%
Geode Capital Management, LLC
09/30/24
37.7M
$4.4B
2.08%
FMR, LLC
09/30/24
34.4M
$4.0B
1.90%
State Farm Mutual Automobile Insurance Co
09/30/24
30.1M
$3.5B
1.66%
Norges Bank Investment Management
06/30/24
21.5M
$2.5B
1.19%
Northern Trust Corporation
09/30/24
20.1M
$2.4B
1.11%
Bank of America Corporation
09/30/24
19.4M
$2.3B
1.07%
Mutual Fund Ownership Details
Institutional Mutual Fund & Mutual Fund (No 13F Form) Ownership: 25%
Current Quarter
Previous Quarter
Mutual Fund Share Purchases
26.5M
19.9M
Mutual Fund Shares Sold
12.4M
12.8M
Net Mutual Fund Shares Purchased
14.1M
7.1M
Change in Ownership
3.21%
1.64%
Top 10 Mutual Fund Holdings by Shares Held
Name
Reporting Date
Total Holdings
Position Value
Outstanding Shares Owned
Vanguard Total Stock Market Index Fund (i)
09/30/24
57.5M
$6.7B
3.17%
Vanguard 500 Index Fund (i)
09/30/24
47.5M
$5.6B
2.62%
Fidelity 500 Index Fund (i)
09/30/24
22.3M
$2.6B
1.23%
SPDR S&P 500 ETF Trust (i)
09/30/24
22.0M
$2.6B
1.22%
iShares Core S&P 500 ETF (i)
09/30/24
19.7M
$2.3B
1.09%
Vanguard Institutional Index Fund-Institutional Index Fund (i)
09/30/24
11.5M
$1.4B
0.64%
Vanguard Growth Index Fund (i)
09/30/24
9.4M
$1.1B
0.52%
SPDR (R) Idx Shares-SPDR Communication Services Select Sector ETF (i)
09/30/24
8.9M
$1.0B
0.49%
Vanguard Index-Value Index Fund (i)
09/30/24
7.7M
$898.9M
0.42%
Washington Mutual Investors Fund (i)
09/30/24
7.1M
$826.7M
0.39%
(i) Institutional Funds
Data provided by Vickers Stock Research Corporation, a subsidiary of the Argus Research Group, Inc. All rights reserved.
About Ownership Summary
The Ownership Summary indicates the percentage breakdown of a company's equity ownership by investor type, and is derived from multiple sources. Institutional ownership data is derived from filings of Form 13F, which investment managers must file quarterly if they manage at least $100,000,000 in equities. Institutional Mutual Funds are those funds that are connected with or a part of another 13F filer. Other Funds are those mutual funds that are not associated with a 13F filer. Mutual fund information is derived from forms NQ (quarterly) and NCSRs (annually). In addition, where possible, holdings information is obtained directly from mutual funds on a more frequent basis. Insider Ownership data, which reflects changes in ownership by directors, officers, and principal stakeholders, comes from filings of Forms 3 and 4. A Form 3 filing is an initial statement of ownership, whereas a Form 4 must be filed within two business days following a change in ownership by officers, directors and beneficial owners of a given company.
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Performance data shown represents past performance, which is no guarantee of future results. Current performance may be higher or lower than the performance data quoted. Yield and return will vary, therefore, you may have a gain or loss when you sell your shares.
Stock markets are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. Growth stocks can be more volatile than other types of stocks. Value stocks can continue to be undervalued by the market for long periods of time. Foreign securities are subject to interest-rate, currency-exchange-rate, economic, and political risks, all of which are magnified in emerging markets. Illiquidity is an inherent risk associated with investing in real estate and REITs. There is no guarantee the issuer of a REIT will maintain the secondary market for its shares and redemptions may be at a price which is more or less than the original price paid. Closed-end funds can trade at a discount to their NAV. Shareholders of Master Limited Partnerships may be treated as partners for tax purposes. Partnerships issue a Schedule K-1 (Form 1065) rather than a Form 1099 form for tax purposes. It lists the partner's share of income, deductions, credits, etc. Speak with your tax advisor to determine how this may affect you. A royalty trust is a type of corporation, mostly in the United States or Canada, usually involved in oil and gas production or mining. Royalty trusts may have special tax treatment, so you should consult a tax advisor on the potential tax consequences of investing in them.
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