Among active 13F managers last quarter, 8 opened and 31 added, while 16 reduced; the largest holder to move was Two Sigma Investments, LP (+589%). Over the last 180 days, 10 insiders sold and 1 insider bought, a net -$4.4M in open-market trades.
The legs disagree, or only one of them leans.
194 tracked 13F filers disclose a position in GGB as of the latest SEC 13F filings, a combined $925.4M 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 | Two Sigma Investments, LP | 25.8M | $93.3M | ▲+589% Added · +22.1M sh | Q1 2026 | |
| 2 | Contrarian Capital Management, L.L.C. | 19.1M | $68.8M | —Held | Q1 2026 | |
| 3 | Donald Smith & Co., Inc. | 17.5M | $70.7M | ▼−28% Reduced · −6.6M sh | Q2 2026 | |
| 4 | Aquamarine Financial (Cayman) Ltd | 16.7M | $67.6M | —Held | Q2 2026 | |
| 5 | Bank Of America Corp | 13.2M | $47.7M | ▲115× Added · +13.1M sh | Q1 2026 | |
| 6 | Dimensional Fund Advisors LP | 11.9M | $42.8M | ▼−1.5% Reduced · −184K sh | Q1 2026 | |
| 7 | Goldman Sachs Group Inc | 11.0M | $39.7M | ▲+319% Added · +8.4M sh | Q1 2026 | |
| 8 | Renaissance Technologies LLC | 10.9M | $39.5M | ▲+76% Added · +4.7M sh | Q1 2026 | |
| 9 | BlackRock, Inc. | 10.9M | $39.2M | ▲+54% Added · +3.8M sh | Q1 2026 | |
| 10 | D. E. Shaw & Co., Inc. | 8.7M | $31.5M | ▲+440% Added · +7.1M sh | Q1 2026 | |
| 11 | Jane Street Group, LLC | 7.9M | $28.6M | ▲+534% Added · +6.7M sh | Q1 2026 | |
| 12 | Morgan Stanley | 7.5M | $27.1M | ▲+29% Added · +1.7M sh | Q1 2026 | |
| 13 | Engineers Gate Manager LP | 7.0M | $28.3M | ▲+125% Added · +3.9M sh | Q2 2026 | |
| 14 | Causeway Capital Management LLC | 6.8M | $24.7M | ▼−5.8% Reduced · −418K sh | Q1 2026 | |
| 15 | American Century Companies Inc | 6.6M | $24.0M | ▲+23% Added · +1.2M sh | Q1 2026 | |
| 16 | Itau Unibanco Holding S.A. | 6.2M | $22.2M | ▼−29% Reduced · −2.5M sh | Q1 2026 | |
| 17 | Massachusetts Financial Services Co | 5.2M | $18.9M | ▲+293% Added · +3.9M sh | Q1 2026 | |
| 18 | Qube Research & Technologies Ltd | 4.1M | $14.7M | ▲New +4.1M sh | Q1 2026 | |
| 19 | State Street Corp | 3.6M | $14.7M | ▼−1.4% Reduced · −53K sh | Q2 2026 | |
| 20 | Millennium Management LLC | 2.8M | $10.0M | ▼−21% Reduced · −733K sh | Q1 2026 | |
| 21 | FIL Ltd | 2.7M | $9.7M | ▲+5.8% Added · +147K sh | Q1 2026 | |
| 22 | Russell Investments Group, Ltd. | 2.7M | $9.3M | ▲+209% Added · +1.8M sh | Q1 2026 | |
| 23 | UBS Group AG | 2.2M | $8.1M | ▼−26% Reduced · −800K sh | Q1 2026 | |
| 24 | BNP Paribas Asset Management Holding S.A. | 2.1M | $7.5M | ▲+104% Added · +1.1M sh | Q1 2026 | |
| 25 | Vanguard Capital Management LLC | 2.0M | $7.3M | →New filer Inherited book · not a new buyer | 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 8 funds opened a new position in GGB and 31 added to an existing one, while 16 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 | 107 funds | $187.6B |
| Microsoft CorpMSFT | 103 funds | $133.0B |
| Meta Platforms Inc-Class AMETA | 103 funds | $53.9B |
| Apple IncAAPL | 102 funds | $145.7B |
| Broadcom IncAVGO | 102 funds | $70.0B |
| Micron Technology IncMU | 102 funds | $22.7B |
| Taiwan Semiconductor-SP ADRTSM | 101 funds | $32.5B |
| Amazon.com IncAMZN | 100 funds | $99.9B |
| Alphabet Inc-CL AGOOGL | 100 funds | $97.5B |
| Eli Lilly & CoLLY | 100 funds | $36.3B |
| Costco Wholesale CorpCOST | 99 funds | $21.8B |
| Visa Inc-Class A SharesV | 98 funds | $27.2B |
Ranked by how many of GGB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in GGB.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 10, 2026 | Johannpeter Andre Bier Gerdau | Insider | Sell (S) | 99K | $490K |
| Aug 6, 2026 | Japur Rafael Dorneles | Insider | Sell (S) | 10K | $51K |
| Jun 12, 2026 | Da Cunha Gustavo Werneck | CEO and Board Member | Buy (P) | 165K | $782K |
| Jun 8, 2026 | Mattiello Marcos Zilles | Insider | Sell (S) | 10K | $53K |
| Jun 2, 2026 | Metz Mauricio | Insider | Sell (S) | 7K | $34K |
| Jun 2, 2026 | Wang Chia Yuan | Insider | Sell (S) | 31K | $139K |
| May 26, 2026 | Metz Mauricio | Insider | Sell (S) | 5K | $24K |
| May 22, 2026 | Japur Rafael Dorneles | Insider | Sell (S) | 5K | $24K |
| May 19, 2026 | Peres Cesar Obino da Rosa | Officer | Sell (S) | 8K | $37K |
| May 13, 2026 | Metz Mauricio | Insider | Sell (S) | 5K | $24K |
| May 8, 2026 | Da Cunha Gustavo Werneck | CEO and Board Member | Sell (S) | 433K | $2.1M |
| May 5, 2026 | Metz Mauricio | Insider | Sell (S) | 2K | $9K |
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 | 51 | 25 | – |
Insiders Form 4 open-market | 1 | 10 | -$4.4M |
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.
Connected entities for GGB
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/GGB/capital-change-brief"
Use Arkolith's capital_change_brief for GGB. 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 GGB. Filings are public domain, sourced to SEC EDGAR.