228 tracked 13F filers disclose a position in NAVI as of the latest SEC 13F filings, a combined $739.6M 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 | Sherborne Investors Management LP | $250.6M | 29.4M | —Held | Q2 2026 | |
| 2 | BlackRock, Inc. | $104.0M | 12.7M | ▲+3.7% Added · +452K sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $52.2M | 6.4M | ▼−13% Reduced · −958K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $30.1M | 3.7M | →First observed position No prior filed position | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $23.6M | 2.9M | →First observed position No prior filed position | Q1 2026 | |
| 6 | STATE STREET CORP | $23.4M | 2.7M | ▲+5.4% Added · +142K sh | Q2 2026 | |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $17.9M | 2.2M | ▼−12% Reduced · −296K sh | Q1 2026 | |
| 8 | AMERICAN CENTURY COMPANIES INC | $17.2M | 2.1M | ▼−2.3% Reduced · −49K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $14.8M | 1.7M | ▼−0.1% Reduced · −2K sh | Q2 2026 | |
| 10 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $11.5M | 1.4M | ▲+42% Added · +419K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $10.7M | 1.3M | ▲+42% Added · +388K sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $10.2M | 1.2M | ▲+685% Added · +1.1M sh | Q1 2026 | |
| 13 | Allianz Asset Management GmbH | $9.7M | 1.2M | ▲+34% Added · +304K sh | Q1 2026 | |
| 14 | CITADEL ADVISORS LLC | $9.1M | 1.1M | ▼−18% Reduced · −238K sh | Q2 2026 | |
| 15 | TWO SIGMA INVESTMENTS, LP | $8.2M | 1.0M | ▲+31% Added · +235K sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $8.2M | 1.0M | ▼−35% Reduced · −542K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $7.1M | 870K | ▼−25% Reduced · −288K sh | Q1 2026 | |
| 18 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $6.3M | 773K | ▼−5.5% Reduced · −45K sh | Q1 2026 | |
| 19 | STOREBRAND ASSET MANAGEMENT AS | $6.5M | 766K | ▼~0% Reduced · −138 sh | Q2 2026 | |
| 20 | CenterBook Partners LP | $6.3M | 741K | ▲New +741K sh | Q2 2026 | |
| 21 | TUDOR INVESTMENT CORP ET AL | $4.4M | 541K | ▼−8.7% Reduced · −52K sh | Q1 2026 | |
| 22 | Man Group plc | $4.1M | 478K | ▼−19% Reduced · −113K sh | Q2 2026 | |
| 23 | Empowered Funds, LLC | $3.6M | 443K | ▼−4.3% Reduced · −20K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $3.5M | 432K | →First observed position No prior filed position | Q1 2026 | |
| 25 | Lighthouse Investment Partners, LLC | $3.3M | 403K | ▼−26% Reduced · −144K 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, 4 funds opened a new position in NAVI and 30 added to an existing one, while 17 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 118 funds | $181.0B |
| META PLATFORMS INC-CLASS AMETA | 116 funds | $76.8B |
| AMAZON.COM INCAMZN | 115 funds | $131.8B |
| UNITEDHEALTH GROUP INCUNH | 114 funds | $19.8B |
| NVIDIA CORPNVDA | 113 funds | $264.9B |
| ALPHABET INC-CL AGOOGL | 113 funds | $103.3B |
| ELI LILLY & COLLY | 113 funds | $53.3B |
| JPMORGAN CHASE & COJPM | 112 funds | $42.9B |
| VISA INC-CLASS A SHARESV | 112 funds | $41.4B |
| COSTCO WHOLESALE CORPCOST | 112 funds | $24.9B |
| BANK OF AMERICA CORPBAC | 112 funds | $22.1B |
| MASTERCARD INC - AMA | 111 funds | $37.9B |
Ranked by how many of NAVI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 6, 2024 | HAUBER STEPHEN M | EVP & Chief Admin Officer | Sell (S) | 10K | $150K |
| May 3, 2024 | HELEEN MARK L | EVP, CLO & Secretary | Sell (S) | 10K | $160K |
| Jan 31, 2024 | HELEEN MARK L | EVP, CLO & Secretary | Sell (S) | 10K | $172K |
| Dec 14, 2023 | KANE JOHN M | EVP & Group President | Sell (S) | 150K | $2.9M |
| Nov 7, 2023 | HELEEN MARK L | EVP, CLO & Secretary | Sell (S) | 10K | $170K |
| Jul 31, 2023 | HELEEN MARK L | EVP, CLO & Secretary | Sell (S) | 20K | $380K |
| Jan 27, 2023 | HAUBER STEPHEN M | EVP, Chief Risk&Compliance Off | Sell (S) | 11K | $218K |
| Jan 3, 2023 | KANE JOHN M | EVP & Group President | Sell (S) | 17K | $282K |
| Apr 1, 2022 | Newbury Investors LLC | 10% Owner | Buy (P) | 326K | $5.6M |
| Mar 31, 2022 | Newbury Investors LLC | 10% Owner | Buy (P) | 315K | $5.4M |
| Feb 3, 2022 | HAUBER STEPHEN M | EVP, Chief Risk&Compliance Off | Sell (S) | 3K | $56K |
| Jan 3, 2022 | KANE JOHN M | EVP & Group President | Sell (S) | 21K | $439K |
| Class | 13F holders | Value held |
|---|---|---|
| NAVIthis pagecs | 228 funds | $739.6M |
| 63938CAM0Corporate Bond - Domestic | 1 funds | $78K |
| 63938CAP3Corporate Bond - Domestic | 1 funds | $76K |
| 63938CAQ1Corporate Bond - Domestic | 1 funds | $67K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for NAVI
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/NAVI/capital-change-brief"
Use Arkolith's capital_change_brief for NAVI. 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 NAVI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.