298 tracked 13F filers disclose a position in ACMR as of the latest SEC 13F filings, a combined $2.5B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $314.2M | 8.0M | ▲+1.2% Added · +96K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $89.1M | 2.3M | →First observed position No prior filed position | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $86.7M | 2.2M | →First observed position No prior filed position | Q1 2026 | |
| 4 | STATE STREET CORP | $277.7M | 2.2M | ▲+9.1% Added · +182K sh | Q2 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $188.8M | 1.5M | ▲+8.5% Added · +117K sh | Q2 2026 | |
| 6 | MORGAN STANLEY | $46.9M | 1.2M | ▼−14% Reduced · −200K sh | Q1 2026 | |
| 7 | Janus Henderson Group Ltd. | $42.7M | 1.1M | ▲+0.2% Added · +3K sh | Q1 2026 | |
| 8 | Value Aligned Research Advisors, LLC | $133.7M | 1.1M | ▲+10% Added · +98K sh | Q2 2026 | |
| 9 | SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | $30.8M | 783K | ▼−53% Reduced · −897K sh | Q1 2026 | |
| 10 | Qube Research & Technologies Ltd | $28.5M | 724K | ▲+396% Added · +578K sh | Q1 2026 | |
| 11 | DIMENSIONAL FUND ADVISORS LP | $28.3M | 719K | ▲+208% Added · +485K sh | Q1 2026 | |
| 12 | Longaeva Partners L.P. | $27.9M | 708K | ▲New +708K sh | Q1 2026 | |
| 13 | FULLER & THALER ASSET MANAGEMENT, INC. | $81.1M | 639K | ▲New +639K sh | Q2 2026 | |
| 14 | GILDER GAGNON HOWE & CO LLC | $80.8M | 637K | ▲+794% Added · +566K sh | Q2 2026 | |
| 15 | CITADEL ADVISORS LLC | $80.8M | 637K | ▲+213% Added · +433K sh | Q2 2026 | |
| 16 | FMR LLC | $24.8M | 629K | ▼−22% Reduced · −174K sh | Q1 2026 | |
| 17 | CITIGROUP INC | $24.4M | 620K | ▲14× Added · +576K sh | Q1 2026 | |
| 18 | WEXFORD CAPITAL LP | $23.6M | 599K | ▲+79% Added · +264K sh | Q1 2026 | |
| 19 | Oxbow Capital Management (HK) Ltd | $23.5M | 597K | ▲New +597K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $22.1M | 563K | ▲+3.4% Added · +18K sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $21.7M | 552K | ▲+53% Added · +191K sh | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $18.9M | 481K | ▲+0.6% Added · +3K sh | Q1 2026 | |
| 23 | Tidal Investments LLC | $59.8M | 471K | ▲+50% Added · +157K sh | Q2 2026 | |
| 24 | Mitsubishi UFJ Trust & Banking Corp | $18.3M | 466K | ▼−44% Reduced · −363K sh | Q1 2026 | |
| 25 | UBS Group AG | $15.9M | 404K | ▼−21% Reduced · −106K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 13 funds opened a new position in ACMR and 19 added to an existing one, while 19 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 163 funds | $146.2B |
| MICROSOFT CORPMSFT | 161 funds | $197.5B |
| NVIDIA CORPNVDA | 158 funds | $286.7B |
| MICRON TECHNOLOGY INCMU | 151 funds | $29.3B |
| APPLE INCAAPL | 150 funds | $217.0B |
| META PLATFORMS INC-CLASS AMETA | 150 funds | $86.1B |
| ALPHABET INC-CL AGOOGL | 148 funds | $116.6B |
| JPMORGAN CHASE & COJPM | 147 funds | $44.3B |
| BROADCOM INCAVGO | 146 funds | $114.7B |
| ELI LILLY & COLLY | 145 funds | $59.6B |
| LAM RESEARCH CORPLRCX | 145 funds | $27.3B |
| ALPHABET INC-CL CGOOG | 144 funds | $97.7B |
Ranked by how many of ACMR's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 20, 2026 | McKechnie Mark | See Remarks | Sell (S) | 11K | $873K |
| Aug 20, 2026 | McKechnie Mark | See Remarks | Sell (S) | 30K | $2.4M |
| Aug 20, 2026 | McKechnie Mark | See Remarks | Sell (S) | 14K | $1.0M |
| Aug 18, 2026 | Dun Haiping | Director | Sell (S) | 400 | $33K |
| Aug 18, 2026 | Dun Haiping | Director | Sell (S) | 3K | $276K |
| Aug 18, 2026 | Dun Haiping | Director | Sell (S) | 1K | $96K |
| Jun 5, 2026 | Cheav Sotheara | See remarks | Sell (S) | 2K | $195K |
| Jun 5, 2026 | Cheav Sotheara | See remarks | Sell (S) | 968 | $80K |
| Jun 5, 2026 | Cheav Sotheara | See remarks | Sell (S) | 400 | $34K |
| Jun 5, 2026 | Cheav Sotheara | See remarks | Sell (S) | 2K | $141K |
| Jun 4, 2026 | Cheav Sotheara | See remarks | Sell (S) | 1K | $109K |
| Jun 4, 2026 | Cheav Sotheara | See remarks | Sell (S) | 9K | $784K |
Connected entities for ACMR
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ACMR/capital-change-brief"
Use Arkolith's capital_change_brief for ACMR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ACMR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.