Among active 13F managers last quarter, 4 opened and 23 added, while 18 reduced; the largest holder to move was River Road Asset Management, LLC (+0.3%). Over the last 180 days, 3 insiders sold and none bought, a net -$13.9M in open-market trades.
The legs disagree, or only one of them leans.
327 tracked 13F filers disclose a position in AGO as of the latest SEC 13F filings, a combined $3.2B 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 | BlackRock, Inc. | 5.8M | $463.9M | ▲+0.1% Added · +7K sh | Q2 2026 | |
| 2 | Vanguard Portfolio Management LLC | 4.0M | $317.9M | ▲+1.0% Added · +40K sh | Q2 2026 | |
| 3 | Dimensional Fund Advisors LP | 3.0M | $245.4M | ▼−4.5% Reduced · −142K sh | Q1 2026 | |
| 4 | Vanguard Capital Management LLC | 1.9M | $153.6M | ▼−2.5% Reduced · −49K sh | Q2 2026 | |
| 5 | River Road Asset Management, LLC | 1.9M | $154.1M | ▲+0.3% Added · +6K sh | Q1 2026 | |
| 6 | State Street Corp | 1.6M | $127.2M | ▲+0.9% Added · +14K sh | Q2 2026 | |
| 7 | First Trust Advisors LP | 1.4M | $110.5M | ▼−7.3% Reduced · −108K sh | Q1 2026 | |
| 8 | American Century Companies Inc | 1.3M | $107.2M | ▲+8.6% Added · +104K sh | Q1 2026 | |
| 9 | Reinhart Partners, LLC. | 1.3M | $104.9M | ▲+1.9% Added · +24K sh | Q1 2026 | |
| 10 | AQR Capital Management LLC | 860K | $69.8M | ▲+64% Added · +334K sh | Q1 2026 | |
| 11 | Fuller & Thaler Asset Management, Inc. | 821K | $65.8M | ▼−3.4% Reduced · −29K sh | Q2 2026 | |
| 12 | Principal Financial Group Inc | 781K | $63.6M | ▼−3.1% Reduced · −25K sh | Q1 2026 | |
| 13 | Gendell Jeffrey L | 726K | $58.2M | ▲+196% Added · +481K sh | Q2 2026 | |
| 14 | Geode Capital Management, LLC | 717K | $57.5M | ▼−2.4% Reduced · −18K sh | Q2 2026 | |
| 15 | Boston Partners | 576K | $46.9M | ▼−25% Reduced · −191K sh | Q1 2026 | |
| 16 | Norges Bank | 573K | $51.5M | ▲+9.5% Added · +50K sh | Q4 2025 | |
| 17 | Goldman Sachs Group Inc | 571K | $46.6M | ▲+33% Added · +143K sh | Q1 2026 | |
| 18 | Morgan Stanley | 570K | $46.4M | ▼−4.2% Reduced · −25K sh | Q1 2026 | |
| 19 | Two Sigma Investments, LP | 523K | $42.6M | ▲+63% Added · +203K sh | Q1 2026 | |
| 20 | Quantinno Capital Management LP | 499K | $40.7M | ▲+33% Added · +124K sh | Q1 2026 | |
| 21 | Northern Trust Corp | 448K | $36.5M | ▲+0.3% Added · +1K sh | Q1 2026 | |
| 22 | Raymond James Financial Inc | 416K | $33.7M | ▼−17% Reduced · −83K sh | Q1 2026 | |
| 23 | Brown Advisory Inc | 405K | $33.0M | ▼−7.3% Reduced · −32K sh | Q1 2026 | |
| 24 | Franklin Templeton Inc | 384K | $31.3M | ▲+41% Added · +112K sh | Q1 2026 | |
| 25 | Long Focus Capital Management, LLC | 380K | $30.5M | —Held | 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.
Last quarter, 4 funds opened a new position in AGO and 23 added to an existing one, while 18 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 |
|---|---|---|
| Microsoft CorpMSFT | 184 funds | $225.4B |
| Nvidia CorpNVDA | 179 funds | $348.2B |
| Amazon.com IncAMZN | 179 funds | $176.9B |
| Eli Lilly & CoLLY | 176 funds | $71.2B |
| Alphabet Inc-CL AGOOGL | 174 funds | $151.4B |
| Meta Platforms Inc-Class AMETA | 174 funds | $94.2B |
| Micron Technology IncMU | 174 funds | $51.5B |
| Wells Fargo & CoWFC | 174 funds | $17.2B |
| JPMorgan Chase & CoJPM | 173 funds | $56.1B |
| Lam Research CorpLRCX | 173 funds | $40.5B |
| Apple IncAAPL | 172 funds | $251.3B |
| Bank Of America CorpBAC | 172 funds | $28.5B |
Ranked by how many of AGO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AGO.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 29, 2026 | Radtke Lorin | Director | Sell (S) | 1K | $78K |
| May 11, 2026 | Bailenson Robert | Chief Operating Officer | Sell (S) 2 lots, same day | 50K | $3.9M |
| Mar 30, 2026 | Borges Francisco L | Director | Sell (S) | 124K | $9.9M |
| Mar 23, 2026 | Frederico Dominic | President/CEO/Deputy Chairman, Director | Sell (S) | 30K | $2.4M |
| Mar 20, 2026 | Frederico Dominic | President/CEO/Deputy Chairman, Director | Sell (S) | 20K | $1.6M |
| Mar 4, 2026 | Radtke Lorin | Director | Sell (S) | 1K | $106K |
| Sep 23, 2025 | Frederico Dominic | President/CEO/Deputy Chairman, Director | Sell (S) | 25K | $2.1M |
| Aug 11, 2025 | Bailenson Robert | Chief Operating Officer | Sell (S) | 40K | $3.3M |
| May 20, 2025 | Frederico Dominic | President/CEO/Deputy Chairman, Director | Sell (S) | 10K | $899K |
| May 19, 2025 | Frederico Dominic | President/CEO/Deputy Chairman, Director | Sell (S) | 72K | $6.2M |
| May 13, 2025 | Bieling Laura | Chief Accounting Officer | Sell (S) | 3K | $232K |
| Dec 10, 2024 | Frederico Dominic | President/CEO/Deputy Chairman, Director | Sell (S) | 34K | $3.0M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
The cross-source read for AGO was unavailable for this render. The API and MCP tool answer it live.
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 AGO
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/AGO/capital-change-brief"
Use Arkolith's capital_change_brief for AGO. 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 AGO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.