Among active 13F managers last quarter, 35 opened and 5 added, while 13 reduced; the largest holder to move was North Peak Capital Management, LLC (−3.9%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
136 tracked 13F filers disclose a position in AGL as of the latest SEC 13F filings, a combined $1.0B 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 | Clayton, Dubilier & Rice, LLC | 4.0M | $428.7M | —Held | Q2 2026 | |
| 2 | Morgan Stanley | 2.1M | $16.6M | ▼−96% Reduced · −51.8M sh | Q1 2026 | |
| 3 | North Peak Capital Management, LLC | 1.5M | $159.2M | ▼−3.9% Reduced · −60K sh | Q2 2026 | |
| 4 | BlackRock, Inc. | 1.1M | $122.9M | ▲+31% Added · +273K sh | Q2 2026 | |
| 5 | Goldman Sachs Group Inc | 1.1M | $8.4M | ▼−95% Reduced · −19.0M sh | Q1 2026 | |
| 6 | AQR Capital Management LLC | 975K | $7.7M | ▼−90% Reduced · −9.2M sh | Q1 2026 | |
| 7 | D. E. Shaw & Co., Inc. | 742K | $5.9M | ▼−96% Reduced · −19.6M sh | Q1 2026 | |
| 8 | Vanguard Capital Management LLC | 525K | $56.3M | ▼−2.5% Reduced · −13K sh | Q2 2026 | |
| 9 | Charles Schwab Investment Management Inc | 364K | $2.9M | ▼−95% Reduced · −7.7M sh | Q1 2026 | |
| 10 | Geode Capital Management, LLC | 314K | $33.7M | ▲+18% Added · +48K sh | Q2 2026 | |
| 11 | State Street Corp | 280K | $30.0M | ▲+10% Added · +26K sh | Q2 2026 | |
| 12 | Rock Springs Capital Management LP | 263K | $28.1M | ▲+1.0% Added · +3K sh | Q2 2026 | |
| 13 | Dimensional Fund Advisors LP | 222K | $1.6M | ▼−30% Reduced · −95K sh | Q1 2026 | |
| 14 | Renaissance Technologies LLC | 149K | $1.2M | ▼−94% Reduced · −2.2M sh | Q1 2026 | |
| 15 | Vanguard Portfolio Management LLC | 128K | $13.8M | ▲+16% Added · +17K sh | Q2 2026 | |
| 16 | Wealth Enhancement Advisory Services, LLC | 108K | $12.4M | ▲+0.3% Added · +320 sh | Q2 2026 | |
| 17 | Two Sigma Investments, LP | 99K | $786K | ▼−91% Reduced · −1.0M sh | Q1 2026 | |
| 18 | Northern Trust Corp | 96K | $760K | ▼−96% Reduced · −2.2M sh | Q1 2026 | |
| 19 | Vanguard Fiduciary Trust Co | 88K | $9.5M | ▲+3.1% Added · +3K sh | Q2 2026 | |
| 20 | Josh Arnold Investment Consultant, LLC | 73K | $7.8M | ▲New +73K sh | Q2 2026 | |
| 21 | Trexquant Investment LP | 69K | $7.4M | ▲New +69K sh | Q2 2026 | |
| 22 | IEQ Capital, LLC | 61K | $6.5M | ▼−11% Reduced · −7K sh | Q2 2026 | |
| 23 | UBS Group AG | 58K | $460K | ▼−98% Reduced · −3.3M sh | Q1 2026 | |
| 24 | Citadel Advisors LLC | 56K | $6.0M | ▲Added Added · +56K sh | Q2 2026 | |
| 25 | Connor, Clark & Lunn Investment Management Ltd. | 43K | $4.6M | ▲+111% Added · +23K 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. 2 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 35 funds opened a new position in AGL and 5 added to an existing one, while 13 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 | $182.1B |
| Eli Lilly & CoLLY | 69 funds | $38.7B |
| Microsoft CorpMSFT | 68 funds | $107.7B |
| Amazon.com IncAMZN | 68 funds | $83.2B |
| Meta Platforms Inc-Class AMETA | 67 funds | $46.7B |
| JPMorgan Chase & CoJPM | 66 funds | $27.1B |
| Lam Research CorpLRCX | 66 funds | $20.4B |
| Apple IncAAPL | 65 funds | $128.9B |
| Western Digital CorpWDC | 65 funds | $6.5B |
| Broadcom IncAVGO | 64 funds | $75.0B |
| Micron Technology IncMU | 64 funds | $31.4B |
| Berkshire Hathaway Inc-CL BBRK/B | 64 funds | $18.4B |
Ranked by how many of AGL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AGL.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 9, 2026 | Shaker Benjamin | Chief Markets Officer | Buy (P) | 18K | — |
| Mar 9, 2026 | Venkatachaliah Girish | Chief Technology Officer | Buy (P) | 18K | — |
| Mar 9, 2026 | Zamore Denise | Chief Legal Officer | Buy (P) | 6K | — |
| Mar 2, 2026 | Shaker Benjamin | Chief Markets Officer | Buy (P) | 500K | $300K |
| Nov 12, 2025 | Wulf John William | Director | Buy (P) | 81K | $51K |
| Mar 14, 2025 | Venkatachaliah Girish | Chief Technology Officer | Buy (P) | 9K | — |
| Mar 14, 2025 | Shaker Benjamin | Chief Markets Officer | Buy (P) | 12K | — |
| Mar 14, 2025 | Sell Steven | CEO & President, Director | Buy (P) | 42K | — |
| Dec 13, 2024 | McLoughlin Karen | Director | Buy (P) | 25K | $55K |
| Dec 11, 2024 | Battaglia Silvana | Director | Buy (P) | 25K | $50K |
| Dec 9, 2024 | McKenzie Diana | Director | Buy (P) | 8K | $17K |
| Dec 5, 2024 | Wulf John William | Director | Buy (P) | 45K | $98K |
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 | 16 | 35 | – |
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 |
|---|---|---|
| AGLthis pagecs | 136 funds | $1.0B |
| 00857U107COM | 1 funds | $11.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for AGL
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/AGL/capital-change-brief"
Use Arkolith's capital_change_brief for AGL. 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 AGL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.