Major Holders
Currency in USD
Breakdown
| 47.24% | % of Shares Held by All Insider |
| 34.74% | % of Shares Held by Institutions |
| 65.84% | % of Float Held by Institutions |
| 3,569 | Number of Institutions Holding Shares |
Top Institutional Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Vanguard Group Inc | 137,214,807 | Sep 29, 2023 | 5.10% | 21,494,698,679 |
| Blackrock Inc. | 99,750,384 | Sep 29, 2023 | 3.71% | 15,625,897,044 |
| State Street Corporation | 64,240,021 | Sep 29, 2023 | 2.39% | 10,063,198,897 |
| Geode Capital Management, LLC | 26,414,885 | Sep 29, 2023 | 0.98% | 4,137,891,574 |
| Morgan Stanley | 24,087,268 | Sep 29, 2023 | 0.89% | 3,773,270,385 |
| Bank of America Corporation | 20,980,804 | Sep 29, 2023 | 0.78% | 3,286,642,818 |
| Norges Bank Investment Management | 18,328,064 | Dec 30, 2022 | 0.68% | 2,871,091,113 |
| Price (T.Rowe) Associates Inc | 18,085,569 | Sep 29, 2023 | 0.67% | 2,833,104,273 |
| FMR, LLC | 16,873,127 | Sep 29, 2023 | 0.63% | 2,643,175,241 |
| JP Morgan Chase & Company | 14,829,692 | Sep 29, 2023 | 0.55% | 2,323,071,161 |
Top Mutual Fund Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 46,133,660 | Sep 29, 2023 | 1.71% | 7,226,837,557 |
| Vanguard 500 Index Fund | 34,298,219 | Sep 29, 2023 | 1.27% | 5,372,815,797 |
| Fidelity 500 Index Fund | 16,525,084 | Oct 30, 2023 | 0.61% | 2,588,654,307 |
| SPDR S&P 500 ETF Trust | 15,925,062 | Sep 29, 2023 | 0.59% | 2,494,660,865 |
| iShares Core S&P 500 ETF | 13,467,539 | Sep 29, 2023 | 0.50% | 2,109,689,902 |
| Vanguard Index-Value Index Fund | 12,700,268 | Sep 29, 2023 | 0.47% | 1,989,496,904 |
| Select Sector SPDR Fund-Consumer Staples | 9,738,153 | Sep 29, 2023 | 0.36% | 1,525,481,608 |
| Vanguard Institutional Index Fund-Institutional Index Fund | 9,576,322 | Sep 29, 2023 | 0.36% | 1,500,130,782 |
| Vanguard Specialized-Dividend Appreciation Index Fund | 7,972,296 | Jul 30, 2023 | 0.30% | 1,248,860,119 |
| Vanguard Whitehall Funds-High Dividend Yield Index Fund | 6,428,605 | Jul 30, 2023 | 0.24% | 1,007,040,934 |
As a seasoned financial analyst with a deep understanding of market dynamics and investment strategies, I bring forth a wealth of knowledge in analyzing and interpreting data related to major holders, insider activities, and institutional transactions. Throughout my career, I have closely monitored market trends, dissected financial reports, and provided insights into the intricate world of stock ownership structures.
The data you provided revolves around key concepts in the realm of financial markets. Let's break down each component to shed light on the significance of these metrics:
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Major Holders:
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Insider Roster: This refers to the list of individuals within a company who hold shares. Understanding the insider roster is crucial as it provides insights into the ownership structure and the level of involvement of key figures in the company.
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Insider Transactions: This involves tracking the buying and selling activities of individuals within the company. Insider transactions can be indicative of the confidence or concerns that those within the company have about its future performance.
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Major Holders (by percentage): This section breaks down the percentage of shares held by insiders and institutions. It's essential for investors to gauge the level of ownership by those within the company and institutional investors.
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Institutional Ownership:
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Percentage of Shares Held by Institutions: This represents the portion of a company's shares that are owned by institutional investors, such as mutual funds, pension funds, and hedge funds.
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Percentage of Float Held by Institutions: The float is the total number of shares available for trading. This metric indicates the percentage of those shares that are held by institutional investors.
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Number of Institutions Holding Shares: This quantifies the total count of institutions holding shares, providing a sense of the breadth of institutional interest in the company.
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Top Institutional Holders:
- This section details the top institutional holders, including the number of shares they hold, the percentage of outstanding shares they represent, and the reported value of their holdings. Notable institutions like Vanguard Group Inc., Blackrock Inc., and State Street Corporation are highlighted, showcasing their significant positions.
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Top Mutual Fund Holders:
- Similar to institutional holders, this section lists the top mutual funds holding shares in the company, along with the number of shares, percentage of outstanding shares, and the reported value of their holdings. Vanguard Total Stock Market Index Fund, Vanguard 500 Index Fund, and Fidelity 500 Index Fund are among the prominent funds mentioned.
Understanding these concepts provides investors and analysts with valuable insights into the ownership structure of a company, the confidence level of insiders, and the degree of institutional interest. This information is crucial for making informed investment decisions and anticipating market movements.
