Among active 13F managers last quarter, 21 opened and 19 added, while 14 reduced; the largest holder to move was Hood River Capital Management LLC (+9.4%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
142 tracked 13F filers disclose a position in ALM as of the latest SEC 13F filings, a combined $1.2B 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 18.3M | $264.8M | ▲+129% Added · +10.3M sh | Q1 2026 | |
| 2 | Van Eck Associates Corp | 8.6M | Withheld | ▼−24% Reduced · −2.7M sh | Q1 2026 | |
| 3 | Vanguard Capital Management LLC | 5.0M | $73.4M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 4 | Goldman Sachs Group Inc | 5.0M | $72.0M | ▲+487% Added · +4.1M sh | Q1 2026 | |
| 5 | Hood River Capital Management LLC | 4.6M | $76.5M | ▲+9.4% Added · +396K sh | Q2 2026 | |
| 6 | Encompass Capital Advisors LLC | 4.3M | $62.3M | ▲+48% Added · +1.4M sh | Q1 2026 | |
| 7 | UBS Group AG | 3.5M | $50.6M | ▲14× Added · +3.2M sh | Q1 2026 | |
| 8 | Connor, Clark & Lunn Investment Management Ltd. | 3.0M | $50.1M | ▼−21% Reduced · −818K sh | Q2 2026 | |
| 9 | JPMorgan Chase & Co | 2.2M | $29.8M | ▲New +2.2M sh | Q1 2026 | |
| 10 | Millennium Management LLC | 2.1M | $30.5M | ▲+717% Added · +1.8M sh | Q1 2026 | |
| 11 | State Street Corp | 2.0M | $33.0M | ▲New +2.0M sh | Q2 2026 | |
| 12 | Geode Capital Management, LLC | 1.8M | $30.4M | ▲+483% Added · +1.5M sh | Q2 2026 | |
| 13 | Marshall Wace, LLP | 1.7M | $25.3M | ▲+37% Added · +471K sh | Q1 2026 | |
| 14 | Next Century Growth Investors LLC | 1.7M | $28.8M | ▼−4.3% Reduced · −79K sh | Q2 2026 | |
| 15 | Morgan Stanley | 1.7M | $24.2M | ▲+651% Added · +1.4M sh | Q1 2026 | |
| 16 | TD Asset Management Inc | 1.7M | $24.0M | ▲11× Added · +1.5M sh | Q1 2026 | |
| 17 | Citadel Advisors LLC | 1.6M | $26.8M | ▲+22% Added · +292K sh | Q2 2026 | |
| 18 | Vanguard Fiduciary Trust Co | 1.5M | $22.4M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 19 | Bank Of America Corp | 909K | $13.2M | ▲+310% Added · +687K sh | Q1 2026 | |
| 20 | Walleye Capital LLC | 863K | $14.3M | ▼−3.5% Reduced · −31K sh | Q2 2026 | |
| 21 | Man Group plc | 644K | $10.7M | ▲+22% Added · +116K sh | Q2 2026 | |
| 22 | Two Sigma Investments, LP | 614K | $8.9M | ▲+135% Added · +353K sh | Q1 2026 | |
| 23 | Vanguard Global Advisers, LLC | 551K | $8.0M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 24 | Jane Street Group, LLC | 525K | $7.6M | ▲22× Added · +502K sh | Q1 2026 | |
| 25 | Marathon Capital Management | 522K | $8.6M | ▼−1.3% Reduced · −7K sh | Q2 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 21 funds opened a new position in ALM and 19 added to an existing one, while 14 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 69 funds | $104.3B |
| Amazon.com IncAMZN | 69 funds | $59.7B |
| Microsoft CorpMSFT | 67 funds | $70.4B |
| Alphabet Inc-CL AGOOGL | 64 funds | $41.4B |
| Visa Inc-Class A SharesV | 63 funds | $18.0B |
| Broadcom IncAVGO | 62 funds | $45.3B |
| Meta Platforms Inc-Class AMETA | 62 funds | $33.6B |
| Apple IncAAPL | 60 funds | $75.0B |
| Eli Lilly & CoLLY | 60 funds | $21.5B |
| Micron Technology IncMU | 60 funds | $12.9B |
| Applied Materials IncAMAT | 60 funds | $11.3B |
| Advanced Micro DevicesAMD | 59 funds | $9.8B |
Ranked by how many of ALM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ALM.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 14, 2023 | Johnson David Edward | 10% Owner | Sell (S) | 579K | $2.0M |
| Sep 14, 2023 | Johnson David Edward | 10% Owner | Buy (P) | 579K | $2.0M |
| May 17, 2023 | Morgan Adam | Director, 10% Owner | Buy (P) | 1.4M | $2.4M |
| Mar 24, 2023 | Palo Alto Investors LP | 10% Owner | Sell (S) | 201K | $313K |
| Feb 8, 2022 | Morgan Stanley | 10% Owner | Sell (S) | 250K | $1.1M |
| Dec 15, 2021 | Eiswirth Richard S Jr | President and CEO, Director | Buy (P) | 484 | $2K |
| Dec 3, 2021 | Eiswirth Richard S Jr | President and CEO, Director | Buy (P) | 5K | $24K |
| Dec 2, 2021 | Eiswirth Richard S Jr | President and CEO, Director | Buy (P) | 5K | $24K |
| Nov 5, 2021 | Eiswirth Richard S Jr | President and CEO, Director | Buy (P) | 1K | $8K |
| Nov 4, 2021 | Eiswirth Richard S Jr | President and CEO, Director | Buy (P) | 10K | $44K |
| Nov 3, 2021 | Eiswirth Richard S Jr | President and CEO, Director | Buy (P) | 28K | $125K |
| Nov 3, 2021 | Holland David | Chief Marketing Officer & SVP | Buy (P) | 5K | $20K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 39 | 16 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| ALMthis pagecs | 142 funds | $1.2B |
| 020398AA1CONVERTIBLE BOND | 1 funds | $5.3M |
| 020398962EQUITY | 1 funds | $1.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for ALM
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/ALM/capital-change-brief"
Use Arkolith's capital_change_brief for ALM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for ALM. Filings are public domain, sourced to SEC EDGAR.