| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PZENA INVESTMENT MANAGEMENT LLC | $39.9M | 4.1M | ▼−3.3% Reduced · −140K sh | Q1 2026 | |
| 2 | T. Rowe Price Investment Management, Inc. | Withheld | 3.8M | ▲+0.2% Added · +6K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $29.7M | 3.1M | ▲+0.2% Added · +8K sh | Q1 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $14.7M | 1.5M | —Held | Q1 2026 | |
| 5 | Ancora Advisors LLC | $9.6M | 986K | ▼−15% Reduced · −176K sh | Q1 2026 | |
| 6 | LOOMIS SAYLES & CO L P | $9.1M | 940K | ▲+0.6% Added · +6K sh | Q1 2026 | |
| 7 | NewEdge Wealth, LLC | $8.9M | 919K | ▼−19% Reduced · −222K sh | Q1 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $8.3M | 859K | ▲+141% Added · +503K sh | Q1 2026 | |
| 9 | Russell Investments Group, Ltd. | $6.1M | 630K | ▼−10% Reduced · −72K sh | Q1 2026 | |
| 10 | STATE STREET CORP | $6.1M | 630K | ▲+0.8% Added · +5K sh | Q1 2026 | |
| 11 | Vontobel Holding Ltd. | $5.1M | 521K | ▲+42% Added · +154K sh | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $4.9M | 510K | ▲+2.3% Added · +11K sh | Q1 2026 | |
| 13 | KENNEDY CAPITAL MANAGEMENT LLC | $4.5M | 467K | ▲+2.4% Added · +11K sh | Q1 2026 | |
| 14 | D. E. Shaw & Co., Inc. | $3.5M | 365K | ▼−13% Reduced · −56K sh | Q1 2026 | |
| 15 | KIRR MARBACH & CO LLC /IN/ | $4.4M | 351K | ▼−0.4% Reduced · −1K sh | Q2 2026 | |
| 16 | 4D Advisors, LLC | $3.4M | 350K | ▲New +350K sh | Q1 2026 | |
| 17 | First Eagle Investment Management, LLC | $3.0M | 311K | ▲+1.6% Added · +5K sh | Q1 2026 | |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.5M | 259K | ▲New +259K sh | Q1 2026 | |
| 19 | PNC FINANCIAL SERVICES GROUP, INC. | $2.3M | 233K | ▼−26% Reduced · −83K sh | Q1 2026 | |
| 20 | GAMCO INVESTORS, INC. ET AL | $2.3M | 232K | ▼−37% Reduced · −137K sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $2.2M | 228K | ▲+6.7% Added · +14K sh | Q1 2026 | |
| 22 | Atom Investors LP | $2.2M | 226K | ▲+27% Added · +48K sh | Q1 2026 | |
| 23 | MORGAN STANLEY | $2.1M | 216K | ▲+16% Added · +30K sh | Q1 2026 | |
| 24 | RENAISSANCE TECHNOLOGIES LLC | $1.4M | 142K | ▲+71% Added · +59K sh | Q1 2026 | |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.4M | 140K | ▼−31% Reduced · −63K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 35 funds | $17.3B |
| ALPHABET INC-CL AGOOGL | 35 funds | $10.4B |
| EXXON MOBIL CORPXOM | 35 funds | $4.4B |
| ACCENTURE PLC-CL AACN | 35 funds | $1.4B |
| WALT DISNEY CO/THEDIS | 35 funds | $1.3B |
| ALPHABET INC-CL CGOOG | 34 funds | $9.9B |
| META PLATFORMS INC-CLASS AMETA | 34 funds | $8.9B |
| JPMORGAN CHASE & COJPM | 34 funds | $5.8B |
| JOHNSON & JOHNSONJNJ | 34 funds | $4.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 34 funds | $3.6B |
| ORACLE CORPORCL | 34 funds | $3.0B |
| WELLS FARGO & COWFC | 34 funds | $2.1B |
Ranked by how many of AEBI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 19, 2026 | Scherer Marcus Andreas | Chief Engineering | Buy (P) | 2K | $24K |
| May 19, 2026 | Schewerda Steffen | Pres Vehicle Soln & CEO NA | Buy (P) | 5K | $58K |
| May 15, 2026 | Schaub Patrick Francois | Director | Buy (P) | 7K | $74K |
| May 15, 2026 | Portmann Marco | Group Chief Financial Officer | Buy (P) | 5K | $57K |
| May 15, 2026 | Schroeder Henning | CEO Europe and ROW | Buy (P) | 3K | $34K |
| May 15, 2026 | Meury Joel Michel | Principal Accounting Officer | Buy (P) | 500 | $6K |
| Dec 5, 2025 | Schaub Patrick Francois | Director | Buy (P) | 8K | $96K |
| Nov 25, 2025 | Fruithof Barend Gerrit | Group CEO, Director | Buy (P) | 5K | $60K |
| Nov 21, 2025 | Schewerda Steffen | Pres Vehicle Soln & CEO NA | Buy (P) | 5K | $53K |
| Nov 17, 2025 | Schenkirsch Thomas | Chief Group Services | Buy (P) | 7K | $71K |
| Nov 14, 2025 | Portmann Marco | Chief Financial Officer | Buy (P) | 5K | $56K |
| Sep 15, 2025 | Farmer Jacob Owen | President | Buy (P) | 800 | $10K |
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/AEBI/capital-change-brief"
Use Arkolith's capital_change_brief for AEBI. 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 AEBI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.